Publishing to GBIF from a Symbiota Portal

Symbiota Steps

  1. Login to the portal
  2. Go to your collection’s Collection Profile page, click on the small pencil icon in the top right corner, and click on the “Edit Metadata and Contact Information” link in the Administration Control Panel box.
  3. On the Edit Metadata page, check the GBIF box to the right of “Publish to Aggregators:”, and then click the “Save Edits” button
  4. On the Collection Profile page, click on the small pencil icon in the top right corner, and click on the “Darwin Core Archive Publishing” link in the Administration Control Panel box.
  5. If a Darwin Core Archive has not already been published for your collection, you will first need to publish one by clicking on the “Create/Refresh Darwin Core Archive” button in the Publish/Refresh DwC-A File box.

GBIF Steps

  1. If you already have a GBIF Organization Key for your collection and are sure that the GBIF user specified in the Publishing Information box has permissions to create and edit datasets for your organization, enter the key in the “GBIF Organization Key” box and click on the “Save Key” button. The GBIF Organization Key should have the following format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
  2. If you have a GBIF Organization Key, but are unsure if the user specified in the Publishing Information box has permissions to create and edit datasets for your organization, contact GBIF and request that the user be given permissions. Once the permissions are set, enter the key in the “GBIF Organization Key” box and click on the “Save Key” button. The GBIF Organization Key should have the following format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
  3. If your collection does not have a GBIF Organization Key or you are uncertain if it does, click on the “GBIF Endorsement Request page” link in the Publishing Information box and follow the instructions to establish your collection/organization with GBIF. Be sure to try looking up your collection with GBIF to ensure that it is not already established.
    1. If your collection is already established, review the GBIF metadata for your collection and existing datasets and contact GBIF to make any appropriate changes, if necessary. If your collection already has data published with GBIF, review that data to ensure it is not the same data you wish to publish in the Symbiota portal. If it is, make the appropriate arrangements with GBIF to manage that data BEFORE publishing from the Symbiota portal.
    2. If your collection has not been established with GBIF follow the instrctions for requesting endorsement with GBIF to obtain a GBIF Organization Key. The GBIF Organization Key should have the following format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx. Once your organization has a key, contact GBIF and request that the GBIF user specified in the Publishing Information box has permissions to create and edit datasets for your organization. Once the permissions are set, enter the key in the “GBIF Organization Key” box and click on the “Save Key” button.

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