[SOS-PCA] NOTES: SOS Collector's Call & Web Portal Training

Lindsey Riibe riibe.lindsey at gmail.com
Tue Mar 7 16:33:58 CST 2017


Below are notes for the SOS collectors' call and data portal training on
March 7, 2017. Attached is a User Guide to the SOS Data Portal for
reference.

There were 23 participants on the call. If you missed the training and have
not used the SOS Data Portal yet, need login information, or if you have
questions, please contact me at lriibe at blm.gov

*SOS Web-based Data Portal:*

   - A user name and password is assigned to each SOS collecting team.
   These log-in credentials will allow your team to access ALL collections
   data for *your SOS collecting team*. You will also have access to a
   sub-set of information for all 19,000+ SOS collections in the database.
   - LOOKING UP ACCESSIONS: *Search by species name* to see all collections
   of that species. Exporting the data will give you all data connected to
   your team's collections and a subset (collection number, ecoregion, state,
   year) of all other collections. *Search by collection number* to open a
   specific SOS collection. You will be able to open your own collecting
   team's accession to edit and/or update collection data. *Search by
   collecting team* to access all accessions for a specific SOS collecting
   team. This is useful for exporting collection data in a specific region. We
   will be adding Ecoregion, State, Collection Year, and Collection Date Range
   to the search options.
   - CREATING A NEW ACCESSION: First step - enter the seed collection
   reference number in the "Create" section (team code, hyphen, and the
   sequential collection number, for example: CA690-17; MARSB-397). This
   number must be exactly formatted to retain consistency throughout all SOS
   data and should never to be used twice. Once this accession number is
   created, you will not be able to edit it, so please double check it is
   correct!
   - To save the data you have entered hit "Submit" at the bottom of the
   page. "Clear" will clear all changes you made, "Log out" and "Cancel" are
   nearly the same, but please use the log-out button.
   - The attached User Guide has additional information on guidelines and
   how-tos for data entry.

**If folks think a step-by-step guide to data entry (more detailed than the
attached User Guide) would be useful please let me know, especially mentors
training new interns each year..

*SOS Collectors' Call:*

   - SOS Training is coming up!
      - Boise, ID: May 15 - 19. This training is for mentors, contractors
      and team leads.
      - Chicago Botanic Garden: June 12 - 15. This training is for CLM
      Interns.
      - SOS East may hold a training in North Carolina the first week of
      June. More info to come.
   - Target Species List - Coordinate with state and ecoregional leads to
   identify priority species. Exporting data from the portal may be useful for
   gap analyses. Work with BLM colleagues - ES&R,  wildlife, reclamation
   folks, others in the field office that will have native seed needs in the
   coming years. Please send your targeted species list to lriibe at blm.gov.
   Remember: SOS collections are of common species needed for restoration and
   rehabilitation projects. Species excluded from SOS collections include rare
   or T&E species, known recalcitrant species (Quercus, Vitis), populations
   collected the previous year, non-native species, and species that were
   seeded on restoration/reclamation sites, post-fire, etc.
   - Permission to collect - Written documentation of permission to collect
   on non-BLM land (state, private, wildlife refuges, etc.) is required. SOS
   collections made on BLM land do not need formal permission. **If you are a
   contractor and have concerns about permits for collecting on BLM land,
   contact your manager at the BLM field office. A letter granting permission
   to collect signed by your manager or a free-use/research permit will be
   sufficient.

The next SOS Collectors' Call will be Tuesday, April 4, 2017
12 noon Eastern
11 am Central
10 am Mountain
9 am Pacific
8 am Alaska

Talk to you then!
Lindsey


On Tue, Mar 7, 2017 at 9:58 AM, Lindsey Riibe <riibe.lindsey at gmail.com>
wrote:

> The call today will begin with the SOS web portal training (about 20
> mins). This is a brief introduction to creating new accessions and data
> entry. We will also go over the EXPORT function which allows you to create
> Excel spreadsheets of collections made - much like the reports made by the
> National Office.
>
> The collectors' call will be brief. I will send out notes from the call
> for those who cannot attend due to the schedule change.
> *Please note the call-in number below is different from the usual call-in
> number and there will be a WEBINAR. *
>
> Next month's call will be at the regular time with the regular call-in
> number. I apologize for the confusion!
>
>
>
> *CALL-IN:*
> 877-414-1336 <(877)%20414-1336>
> Participant passcode: 6177335#
>
> *WEBINAR:*
> 1. Join the meeting by using the following link
> http://www.mymeetings.com/nc/join.php?sigKey=blm&i=742990168&p=meeting&t=c
> 2. Enter the required fields.
>
> Meeting Number:  742990168
> Meeting Passcode:  meeting
> Meeting Host:   PEGGY  OLWELL
>
> 3. Indicate that you have read the Privacy Policy.
> 4. Click on Proceed.
>
> ***You may run a temporary application for this webinar*
> ***Be sure to enter the meeting number and passcode for this conference.
> There may be previously stored information in your computer that
> automatically populates the fields and can direct you to an alternate
> meeting.*
>
> On Thu, Mar 2, 2017 at 1:21 PM, Lindsey Riibe <riibe.lindsey at gmail.com>
> wrote:
>
>> There will be a SOS web portal training (webinar) followed by a SOS
>> collector's call on Tuesday March 7th. The training and collector's call
>> should take less than 1 hour.
>>
>> 2 pm Eastern
>> 1 pm Central
>> 12 noon Mountain
>> 11 am Pacific
>> 10 am Alaska
>>
>> *CALL-IN:*
>> 877-414-1336 <(877)%20414-1336>
>> Participant passcode: 6177335#
>>
>> *WEBINAR:*
>> 1. Join the meeting by using the following link
>> http://www.mymeetings.com/nc/join.php?sigKey=blm&i=742990168
>> &p=meeting&t=c
>> 2. Enter the required fields.
>>
>> Meeting Number:  742990168
>> Meeting Passcode:  meeting
>> Meeting Host:   PEGGY  OLWELL
>>
>> 3. Indicate that you have read the Privacy Policy.
>> 4. Click on Proceed.
>>
>> ***You may run a temporary application for this webinar*
>> ***Be sure to enter the meeting number and passcode for this conference.
>> There may be previously stored information in your computer that
>> automatically populates the fields and can direct you to an alternate
>> meeting.*
>>
>>
>> --
>> Lindsey Riibe
>> Plant Conservation Program Assistant
>> Bureau of Land Management
>> Seeds of Success
>> <https://www.blm.gov/programs/natural-resources/native-plant-communities/native-plant-and-seed-material-development/collection>
>> Plant Conservation Alliance
>> <http://www.blm.gov/wo/st/en/prog/more/fish__wildlife_and/plants/pca.htm>
>>
>>
>
>
> --
> Lindsey Riibe
> Plant Conservation Program Assistant
> Bureau of Land Management
> Seeds of Success
> <https://www.blm.gov/programs/natural-resources/native-plant-communities/native-plant-and-seed-material-development/collection>
> Plant Conservation Alliance
> <http://www.blm.gov/wo/st/en/prog/more/fish__wildlife_and/plants/pca.htm>
>
>


-- 
Lindsey Riibe
Plant Conservation Program Assistant
Bureau of Land Management
Seeds of Success
<https://www.blm.gov/programs/natural-resources/native-plant-communities/native-plant-and-seed-material-development/collection>
Plant Conservation Alliance
<http://www.blm.gov/wo/st/en/prog/more/fish__wildlife_and/plants/pca.htm>
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