There are three catefories of images that can be linked to a Symbiota portal. Instructions for uploading each of these types are provided below.

Individual specimen images

1. Log in to your account in the portal.
2. Navigate to the Occurrence Editor page of the specimen to which you would like to add an image (My Profile > Occurrence Management > name of collection > Edit Existing Occurrence Records > conduct search for specimen)
3. Click the Images tab.

4. If an image has already been added to the specimen, and you wish to add another click the green plus sign at the top right of the window. Otherwise, the image uploading interface will be highlighted in yellow on this page.
5. Click the Choose File button and navigate to the image file you wish to upload. If you instead have a URL to the image, you can click Enter URL and paste the URL into the resulting field instead.
6. Enter any additional information, if desired, in the other image uploading fields.

7. Click the Submit New Image button.

Field image without location information

Images without specific locality information (e.g. lat/long coordinates) are linked only to the scientific name of the organism. These images can be viewed on the Taxon Profile Page, which has general information such as descriptions, distribution maps, synonyms, and common names. To upload an image:

1. Log in to your account in the portal.

   You must have Taxon Profile Editor permissions to do the following

2. Navigate to the page of the taxon you wish to edit. To do so, you may be able to:
   • Click Sitemap, then Taxonomic Tree Viewer or Taxonomy Explorer. Search for the taxon of interest and click its name.
   • Perform a quick search on the home page for the taxon of interest.
3. Click the pencil icon at the top right corner of the taxon page.
4. Click the Add Image tab.
5. Select the image file you would like to upload from Choose File, then enter any additional information in the provided fields.
   • The Sort Sequence field allows you to determine the order of the images that will show up on the taxon profile. The higher the number, the further down the priority list the image will be.
6. Click the Upload Image button.
7. Field images are uploaded and managed through the Taxon Profile Editing interface. Users with Taxon Profile editing permissions can submit an image by clicking on the editing symbol located in the upper right of any Taxon Profile page, or through the image submission links available on the sitemap page. Field images with specific locality details (e.g. coordinates) can be loaded as Image Vouchers (see below).

Image Vouchers (field images with location information)

Field images with specific locality information can serve as vouchers for field observations of many birds, mammals, and easy-to-identify plants. There are, however, some taxonomic groups that typically require microscopic or chemical analysis for accurate identification (e.g. lichens, bryophytes, fungi). For such organisms, field images will have limited value. For this reason, some data portals might not allow the submission of observations without a physical specimen.

It is particularly important that images intended as vouchers for an observation be of high quality and clearly display diagnostic morphology of the organism. Data fields required for an image to qualify as a voucher include: observer name, observation date, country, state, locality description, latitude, longitude, and at least one image.

As is the case with images of physical specimen, Image Vouchers are displayed on both the Occurrence Details and the Taxon Profile pages. Image-supported observations can be uploaded in a General Research Observation profile. The following video describes how to gain access to and submit observations to such a collection: