This page describes how a collector or other personal observation profile editor can transfer or send their data to a collection
Use this option if you would like to send a copy of some data to another collection, rather than transferring the data to the collection (and removing it from your own).
Once your specimen data are entered into the Symbiota portal, if the collection to which you would like to send your data is “live-managed” in a Symbiota portal (i.e., they use the portal as their main database), that collection can easily import your data as they process the incoming specimens. To do so, they will use the Add New Record tool and enter in only the collector name, number, and date for the specimen. They can then use the Duplicates Tool to “Transfer All Fields” or “Transfer to Empty Fields”, which will bring in all data associated with the matching specimen.
Use this option if you would like to send a copy of a lot of data to another collection, rather than transferring the data to the collection (and removing it from your own).
If you are sending data for a great number of specimens, or if the collection to which you are sending the data is not “live-managed” in the portal, you may want to send your data as a CSV file. To do this:
Use this option if you would transfer ownership of the data in your personal observation profile to the collection where you are depositing your specimen(s). This will remove the specimens from your personal observation profile.
To transfer a specimen from your personal observation profile, you must have administrator permissions for the collection into which you will deposit the specimens/data. Contact the collections manager to determine whether this is a preferred option. They may prefer that you send them the data for them to upload, and you can delete the specimen data from your own collection yourself (or contact a portal administrator for batch deletion).
Contact your portal administrator to batch transfer many specimens from your personal observation profile to another collection in the portal.
Katie Pearson. Sending Data from a Personal Observation Profile. In: Symbiota Support Hub (2021). Symbiota Documentation. https://biokic.github.io/symbiota-docs/col_obs/send/. Created on 29 Nov 2022.