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Changes relevant references to images to "media" #717

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4 changes: 3 additions & 1 deletion content/coll_manager/citation/_index.md
Original file line number Diff line number Diff line change
@@ -1,7 +1,9 @@
---
title: "Data Citations"
date: 2022-10-26
lastmod: 2025-01-31
authors: ["Lindsay Walker"]
editors: ["Katie Pearson"]
draft: "false"
weight: 24
keywords: ["citations","gbif","data publishing"]
Expand Down Expand Up @@ -63,7 +65,7 @@ Example CITEME.txt content:
> For more information on citation formats, please see the following page: https://serv.biokic.asu.edu/ecdysis/includes/usagepolicy.php

## Data Usage Policy & Portal Citations
Some portal communities maintain their own portal-wide data usage policies for media and specimen records, which includes a recommended citation format for the portal. This information can typically be found on the **_Sitemap_ > _Image Library_ > _Usage Policy and Copyright Information_**. To request modifications to your portal's data usage policy, or to have one added to your portal, contact your portal manager.
Some portal communities maintain their own portal-wide data usage policies for media and specimen records, which includes a recommended citation format for the portal. This information can typically be found on the **_Sitemap_ > _Media Library_ > _Usage Policy and Copyright Information_**. To request modifications to your portal's data usage policy, or to have one added to your portal, contact your portal manager.



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6 changes: 3 additions & 3 deletions content/coll_manager/delete/_index.en.md
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@@ -1,11 +1,11 @@
---
title: "Deleting Records"
date: 2021-12-08
lastmod: 2024-04-30
lastmod: 2025-01-31
draft: false
weight: 60
authors: ["Katie Pearson"]
editors: ["Lindsay Walker"]
editors: ["Lindsay Walker","Katie Pearson"]
keywords: ["delete","remove"]
---

Expand All @@ -20,7 +20,7 @@ Deleting a specimen record is only appropriate when that specimen no longer exis
To delete a record:
1) Navigate to the specimen record that you would like to delete and open the Occurrence Editor form for that record. (See [this page](https://biokic.github.io/symbiota-docs/editor/edit/) for help navigating to specific records.)
2) Open the Admin tab.
3) Select the “Evaluate record for deletion” button to determine whether the record can be safely deleted. If an image is associated with the record, you will need to disassociate the image from the specimen record before it can be deleted (see the [deleting/remapping images page](https://biokic.github.io/symbiota-docs/editor/images/delete/)). Likewise, a warning will appear if the specimen record is linked to a checklist, which must be resolved before the specimen record can be deleted. If there are no warnings at this point, click the "Delete Occurrence" button to remove the record from your dataset.
3) Select the “Evaluate record for deletion” button to determine whether the record can be safely deleted. If an media resource (e.g., image) is associated with the record, you will need to disassociate the resource from the specimen record before it can be deleted (see the [deleting/remapping images page](https://biokic.github.io/symbiota-docs/editor/images/delete/)). Likewise, a warning will appear if the specimen record is linked to a checklist, which must be resolved before the specimen record can be deleted. If there are no warnings at this point, click the "Delete Occurrence" button to remove the record from your dataset.

![Admin tab of the Occurrence Editor](/symbiota-docs/images/admintab_delete.png)

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4 changes: 2 additions & 2 deletions content/coll_manager/download/_index.en.md
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@@ -1,7 +1,7 @@
---
title: "Downloading a Copy of your Database"
date: 2021-11-29
lastmod: 2024-04-30
lastmod: 2025-01-31
draft: false
weight: 55
authors: ["Katie Pearson"]
Expand All @@ -10,7 +10,7 @@ keywords: ["download", "backup"]
---

{{< notice info >}}
This page describes how to download a copy of your data, including occurrence records, determinations, images (as links only), and any other extensions enabled in your portal (e.g., attribute data). It is strongly recommended that curators or collection managers regularly download and internally archive a backup data file in case of emergency. **Doing so is quick and easy**.
This page describes how to download a copy of your data, including occurrence records, determinations, media resources (as links only), and any other extensions enabled in your portal (e.g., attribute data). It is strongly recommended that curators or collection managers regularly download and internally archive a backup data file in case of emergency. **Doing so is quick and easy**.
{{</ notice >}}

{{< notice note >}}
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3 changes: 2 additions & 1 deletion content/coll_manager/download/exporter/_index.en.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,7 @@
---
title: "Download a Subset of Data (Exporter)"
date: 2021-12-07
lastmod: 2025-01-31
draft: false
authors: ["Katie Pearson"]
keywords: ["download","exporter"]
Expand All @@ -13,7 +14,7 @@ keywords: ["download","exporter"]
1. Navigate to your Administration Control Panel (My Profile > Occurrence Managment > name of collection).
2. Click Processing Tools.
3. Click the Exporter tab.
4. Use the Processing Status and additional filters to define the dataset you would like to download from your collection. You can also select whether you would like to download a strict Darwin Core Archive (Darwin Core) or an archive containing all Symbiota fields (Symbiota Native); whether you would like to determination history (identifications), images, and/or occurrence attributes (if enabled); whether you would like the results in a ZIP file; and the file format and character set ([ISO-8859-1](https://en.wikipedia.org/wiki/ISO/IEC_8859-1) or [UTF-8](https://en.wikipedia.org/wiki/UTF-8)) for your download.
4. Use the Processing Status and additional filters to define the dataset you would like to download from your collection. You can also select whether you would like to download a strict Darwin Core Archive (Darwin Core) or an archive containing all Symbiota fields (Symbiota Native); whether you would like to determination history (identifications), multimedia (i.e., links to images), and/or occurrence attributes (if enabled); whether you would like the results in a ZIP file; and the file format and character set ([ISO-8859-1](https://en.wikipedia.org/wiki/ISO/IEC_8859-1) or [UTF-8](https://en.wikipedia.org/wiki/UTF-8)) for your download.
5. Click the Download Records button.

![Exporter Tool](/symbiota-docs/images/exportertool.PNG)
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36 changes: 22 additions & 14 deletions content/coll_manager/images/_index.en.md
Original file line number Diff line number Diff line change
@@ -1,38 +1,46 @@
---
title: "Images"
title: "Images & Other Media"
date: 2021-10-06
lastmod: 2024-03-19
lastmod: 2025-01-31
weight: 80
draft: false
authors: ["Ed Gilbert","Katie Pearson"]
editors: ["Katie Pearson", "Lindsay Walker"]
keywords: ["images"]
keywords: ["images","media"]
---

{{< notice info >}}
This page describes the types of images that are available through Symbiota portals.
This page describes the types of media that are supported by Symbiota portals.
{{</ notice >}}

Images may be associated with records in Symbiota portals by storing links to those images in the database tables. If a Symbiota portal is configured to accept images (i.e., image storage at the institution that hosts the portal is allowed), those image links may be generated by the portal. Storage of a large number of images on servers associated with a Symbiota portal (e.g., at Arizona State University) may require an image-hosting agreement and/or incur image-hosting costs. Check with the portal administrator for more information about your portal's image hosting allowances. Otherwise, tools are available to link external URLs to occurrences by matching on catalog numbers.
{{< notice tip >}}
As of Symbiota version 3.2, Symbiota portals support audio files! For this reason, most tools are now labeled **media** or **multimedia** tools, rather than "image tools," as in previous versions of Symbiota. **Media** refers to any audiovisual media such as images or audio files; however, video files are not currently supported.
{{</ notice >}}

Media resources may be associated with records in Symbiota portals by storing links to those resources in the database tables. If a Symbiota portal is configured to accept media resources (i.e., media asset storage at the institution that hosts the portal is allowed), those media links may be generated by the portal. Storage of a large number of media resources on servers associated with a Symbiota portal (e.g., at Arizona State University) may require an media-hosting agreement and/or incur media-hosting costs. Check with the portal administrator for more information about your portal's image hosting allowances. Otherwise, tools are available to link external URLs to occurrences by matching on catalog numbers.

{{< notice note >}}
If your portal is hosted by the [Symbiota Support Hub](https://symbiota.org/symbiota-portals/), you may be eligible for a certain level of media hosting free of charge. Contact [[email protected]](mailto:[email protected]) for more information.
{{</ notice >}}

There are three categories of images that can be linked to a Symbiota portal:
There are three categories of media that can be linked to a Symbiota portal:

{{< tabs >}}
{{< tab "Occurrence (Specimen) Images" >}}
Images of physical specimens should be linked to their respective specimen records. Specimen images are available both from the Occurrence Details page and the Taxon Profile page for the taxon associated with the most recent determination. If the specimen identification is annotated, the identification of the image will be automatically re-mapped to that taxon. Specimen images can be added through the Occurrence Editor or in batch via multiple processes.
{{< tab "Occurrence (Specimen) Media" >}}
Media (e.g., images) relating to physical specimens should be linked to their respective specimen records. Specimen-linked media are available both from the Occurrence Details page and the Taxon Profile page for the taxon associated with the most recent determination. If the specimen identification is annotated, the taxonomic identification of the media resource will be automatically re-mapped to that taxon. Specimen-linked media can be added through the Occurrence Editor or in batch via multiple processes.
<br><br>
See <a href=https://biokic.github.io/symbiota-docs/editor/images/upload/>Uploading Images</a> for more details.
See <a href=https://biokic.github.io/symbiota-docs/editor/images/upload/>Uploading Images & Other Media</a> for more details.
{{</ tab >}}

{{< tab "Field Images without Location" >}}
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 through Taxon Profile Pages, which have general information such as descriptions, distribution maps, synonyms, and common names. Field images are uploaded and managed through the Taxon Profile pages by users with Taxon Profile editing permissions. Field images with specific locality details (e.g. coordinates) can be loaded as Image Vouchers (see "Field Images with Location" tab). See <a href=https://biokic.github.io/symbiota-docs/editor/images/upload/>Uploading Images</a> for more details.
{{< tab "Field Media without Location" >}}
Media without specific locality information (e.g. lat/long coordinates) are linked only to the scientific name of the organism. These media resources can be viewed through Taxon Profile Pages, which have general information such as descriptions, distribution maps, synonyms, and common names. Field media are uploaded and managed through the Taxon Profile pages by users with Taxon Profile editing permissions. Field media with specific locality details (e.g. coordinates) can be loaded as Media Vouchers (see "Field Media with Location" tab). See <a href=https://biokic.github.io/symbiota-docs/editor/images/upload/>Uploading Images & Other Media</a> for more details.
{{</ tab >}}

{{< tab "Field Images with Location" >}}
Field images with specific locality information can adequately serve as vouchers for field observations of many birds, mammals, and easy-to-identify plants. In some instances, they may actually be preferable, for instance if the organism is rare or the observer does not have the appropriate collecting permit. These images are similar to georeferenced specimen records in that they are searchable occurrence records that place a dot on the species distribution maps. 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.
{{< tab "Field Media with Location" >}}
Field media with specific locality information can adequately serve as vouchers for field observations of many birds, mammals, and easy-to-identify plants. In some instances, they may actually be preferable, for instance if the organism is rare or the observer does not have the appropriate collecting permit. These media resources are similar to georeferenced specimen records in that they are searchable occurrence records that place a dot on the species distribution maps. 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.
<br><br>
Image Vouchers are displayed on both the Occurrence Details and the Taxon Profile pages. Image-supported observations can be uploaded using the Observation Submission page. Up to three images can be submitted for a single observation. 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. Contact your data portal administrator for information on whether observations are allowed and the necessary protocols for submitting an observation. Some portals require the review of a tutorial before one is authorized to submit an observation.
See <a href=https://biokic.github.io/symbiota-docs/editor/images/upload/>Uploading Images</a> for more details.
See <a href=https://biokic.github.io/symbiota-docs/editor/images/upload/>Uploading Images & Other Media</a> for more details.
{{</ tab >}}

{{</ tabs >}}
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22 changes: 11 additions & 11 deletions content/coll_manager/images/batch/_index.en.md
Original file line number Diff line number Diff line change
@@ -1,33 +1,33 @@
---
title: "Batch Uploading/Linking Images"
title: "Batch Adding Images/Media"
date: 2021-10-06
modified: 2023-12-06
modified: 2025-01-31
weight: 1
authors: ["Ed Gilbert","Katie Pearson"]
editors: ["Katie Pearson"]
keywords: ["images"]
---

{{< notice info >}}
This page describes general workflows for adding multiple images to a portal at one time. Technically, images are not stored within a Symbiota database. Instead, the URLs of the images are mapped to specimen records. Contact the portal manager to inquire about the workflows supported by a given portal.
This page describes general workflows for adding multiple media resources (e.g., images) to a portal at one time. Media resources are not stored within a Symbiota database. Instead, the URLs of the media resources are mapped to specimen records. Contact the portal manager to inquire about the workflows supported by a given portal.
{{</ notice >}}

Images associated with records in a Symbiota portal may be **Externally Hosted** or **Internally Hosted**.
Media resources (e.g., images) associated with records in a Symbiota portal may be **Externally Hosted** or **Internally Hosted**.

* **Externally Hosted** images are those stored on servers that are unrelated to the Symbiota portal (e.g., are housed at another institution). These external servers provide image links, which can then be loaded into the Symbiota database.
* **Externally Hosted** media resources are those stored on servers that are unrelated to the Symbiota portal (e.g., are housed at another institution). These external servers provide media links, which can then be loaded into the Symbiota database.

* **Internally Hosted** images are those stored on servers that are write-accessible to the Symbiota portal server. For example, if you coordinate with Arizona State University to batch upload images to one of their hosted portals (e.g., SEINet, Bryophyte Portal), your images are Internally Hosted.
* **Internally Hosted** media resources are those stored on servers that are write-accessible to the Symbiota portal server. For example, if you coordinate with the Symbiota Support Hub to batch upload images to one of their hosted portals (e.g., SEINet, Bryophyte Portal), your images are Internally Hosted.

{{< notice tip >}}
Images uploaded or linked to specimens in a Symbiota portal should be JPGs or in another web-friendly format. It is recommended that individual files are no larger than 8 MB to allow users with slower connectivity to view them within a reasonable timeframe.
{{</ notice >}}

#### Batch Adding Externally Hosted Images
#### Batch Adding Externally Hosted Media Resources

Externally Hosted images can be added to Symbiota records using one of three primary methods: (1) using the URL mapping tool and a spreadsheet of catalog numbers with image URLs (documentation coming soon!); (2) mapping a column of image links to the associatedMedia field when conducting a Full Text File Upload or Skeletal File Upload. For more information about uploading text files, see <a href=https://biokic.github.io/symbiota-docs/coll_manager/upload/>this page</a>. If you already have data in the portal, and you just want to add image links, do NOT use Full Text File Upload; or (3) importing a Darwin Core Archive of your data with a fully-populated <a href=https://rs.gbif.org/extension/gbif/1.0/multimedia.xml target=_blank>multimedia extension</a>.
Externally Hosted media resources can be added to Symbiota records using one of three primary methods: (1) using the URL mapping tool and a [spreadsheet of catalog numbers with media URLs](/symbiota-docs/coll_manager/images/url_upload/); (2) mapping a column of media links to the associatedMedia field when conducting a Full Text File Upload or Skeletal File Upload. For more information about uploading text files, see [this page](/symbiota-docs/coll_manager/upload/). (If you already have data in the portal, and you just want to add media links, do NOT use Full Text File Upload); or (3) importing a Darwin Core Archive of your data with a fully-populated <a href=https://rs.gbif.org/extension/gbif/1.0/multimedia.xml target=_blank>multimedia extension</a>.

#### Batch Adding Internally Hosted Images
#### Batch Adding Internally Hosted Media Resources

There are several workflows used to batch upload/link internally hosted specimen images. Batch processing typically consists of two separate steps: (1) Loading images onto a web server, and (2) Mapping image URLs to Symbiota occurrence records. Step (2) is possible when images are named according to the catalog number or other catalog number associated with the record in the portal.
There are several workflows used to batch upload/link internally hosted specimen media resources. Batch processing typically consists of two separate steps: (1) Loading media resources onto a web server, and (2) Mapping image URLs to Symbiota occurrence records. Step (2) is possible when media resources are named according to the catalog number or other catalog number associated with the record in the portal.

Storage of a large number of images on servers associated with a Symbiota portal may require an image-hosting agreement and/or incur image-hosting costs. Check with the portal administrator for more information about your portal's image hosting allowances and workflows. For ASU-hosted servers, contact the Symbiota Support Hub ([email protected]).
Storage of a large number of images or other media resources on servers associated with a Symbiota portal may require an image-hosting agreement and/or incur image-hosting costs. Check with the portal administrator for more information about your portal's image hosting allowances and workflows. For SSH-hosted servers, contact the Symbiota Support Hub ([email protected]).
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