User guides

Workflows for users and data stewards

These guides explain complete OpenDataBio workflows. See Concepts for object definitions and the API for integration parameters.

If you plan to collect or import user-defined variables, start with Traits and Measurements before the R tutorials. Installation stewards should also read Trait governance and curation.


Discover and map data

How to discover, filter, visualize, and export data

Data import workflow

How to prepare, import, reconcile, and validate data in stages

Organize and publish datasets

From managed records to a citable version

Import phylogenies into the backbone

Experimental import of trees proposed for taxonomic incorporation

Define Traits and record Measurements

How to define variables, validate values, and organize collection with forms

Curate shared libraries

How to review Taxons, Locations, People, references, and vernacular names

Trait governance and curation

Ownership, permissions, duplicate consolidation, and missing translations in the shared Trait library

Vouchers, labels, and requests

Biological collection operations and label preparation

Tutorials

Reproducible workflows with OpenDataBio-R