Request to Join a Symbiota Portal
⭐ Are you looking to join an existing Symbiota portal as a data provider?
Complete this form to help the Symbiota Support Hub create a new Collection Profile for you (example). When you finish, email to notify us of your request. You can update information entered into this form directly in your new Collections Profile once it has been created.

Are you interested in using Symbiota, but are unsure which portal to join?
Please email for guidance. You are still welcome to complete this form to get the process started.

Symbiota Portal Directory: 
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Collection Title (e.g. "Arizona State University Mammalogy Collection")
Which Symbiota portal should this collection be added to? Select "other" if you are unsure and would like guidance.
Briefly describe the collection's scope (taxonomic, geographic, temporal) and preparations (fluid preserved, etc). (2000 character max)
Collection Acronym(s)
Collections registered in a Symbiota portal are required to have an institution code (e.g. "NY", "ARIZ", "YU") and, optionally, a collections code, e.g. "DBG-KHD" (Denver Botanic Garden's Kathryn Kalmbach Herbarium) or "ASU-Plants" (ASU's Vascular Plant Herbarium).

Herbaria may wish to refer to Index Herbariorum for guidance:
Institution Code (e.g. ASU, AMNH, YPM, etc.)
Collection Code (e.g. IP, VP, IZ, or leave blank)
Collection Profile Contact
If you are facilitating the addition of a collection to a portal to on behalf of someone else, provide the contact information of whomever will ultimately be the responsible party for the dataset (e.g. the curator and/or collections manager).

Providing multiple contacts is highly encouraged to ensure the continued stewardship of your collections data. The primary contact provided below will be added to the new collections profile as an administrator, after which point they may add additional contacts to the profile's metadata.

❗ The information you provide for the contact below will be publicly visible on your collection profile. Email is required, but phone contact is optional.
Primary Contact: Name
Primary Contact: Role
Primary Contact: Email
Primary Contact: Phone - will be publicly listed (optional)
Primary Contact: ORCID -- optional but highly recommended!
Primary Contact: Institutional Address
Secondary Contact: Name
Secondary Contact: Role
Secondary Contact: Email
Secondary Contact: ORCID -- optional but highly recommended!
If another portal user should be granted administrative permission to this collections profile, provide their username here.
External Links
Collections Homepage URL
Other External URL (optional)
Licensing & Rights
Use the fields below to indicate who legally owns *and* who can use, modify, and reproduce data to be shared through the new collections profile.

Reviewing these Creative Commons licenses may be helpful in making your selection:

Please seek advice from your portal manager if you are unsure which license and rights to select.
Clear selection
Rights Holder (e.g. "Regents of the University of California", "Natural History Museum of Los Angeles County Foundation", "public domain", or leave blank)
Access Rights (e.g. link to an institutional access rights policy or leave blank)
Dataset Management Type
Please indicate whether you intend to "live manage" your collections data within the portal, or share a "snapshot" of your collections dataset that is live managed elsewhere.

you intend to actively catalog new occurrences and conduct collections management activities, like edit records, within the portal's user interface (aka the "Occurrence Editor")

you intend to upload a static dataset from another database to be periodically updated in the portal, but you will not be directly editing your specimen records directly in the portal

Both data management types will enable you to publish your collections dataset to GBIF and iDigBio portals, if desired. Learn more about that process here.


What if I have multiple collections or data types?
⚠️ You can only live manage a given collection in *one* portal, but you can share snapshots to multiple portals.

⚠️ If you have multiple collections (e.g., vascular plants, fungi, and bryophytes), it is recommended to manage these separately in their respective data portals. This is because the taxonomic thesauri of the portals are well-curated to their focal taxonomic group, and you are more likely to be able to take advantage of digitization efficiencies (e.g., duplicate matching) in that portal.  

More information on managing data in multiple portals here.
In this portal, I intend to...
Clear selection
Optional Modules
Which of the following modules would you like activated for your collection?
Request Permission
By submitting this form, I attest that I have the appropriate authority to request a new profile for this collection, and/or I have permission to act in this capacity on behalf of the collection. *
Your Name *
Your Email *
Collections Icon
Once you complete this form, please reply to your original message and attach an image file to be used as the collections icon (no larger than 350x350 pixels).
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