How to Verify a Record in EDDMap S

How to Verify a Record in EDDMap. S

Duties of Verifiers A verifier is a person or persons who have identification skills for particular taxa and are willing to verify occurrence records that are submitted to EDDMap. S. Ideally, there will be many experts/professionals in each region, state, and/or county who are willing to be part of a network to verify records, each serving to identify species with which they are familiar, those which may be relevant to their interests or research, and/or near by their geographic location. Verifiers are provided with contact information for the reporters, where possible, and are encouraged to follow-up where needed to identify the reported subject.

Report Notification Every record entered into EDDMap. S goes in the database as unverified until a verifier reviews it. When a report is submitted, an email is automatically generated and sent to the assigned verifiers. Verifiers can sign up for notifications as instant emails (one record per email) or as digests (scheduled emails with all of the reports submitted in four-hour intervals).

Report Notification 1. Login to www. eddmaps. org 2. Click on My EDDMap. S 3. Click on Edit Profile 4. Scroll to the bottom and select your Email Preferences; click Edit Profile

Accessing Records for Review Email Records Review 2 1 3 2 1. Click Review Records Online to view and access all records available for review 2. Click View Record to review this individual record 1. Go to www. eddmaps. org 2. Click on My EDDMap. S 3. Click on Review Records

Review Records Page Filter by Species Type, first report in county, first report by user, or reports with images Click on the heading or up/down arrows to sort A-Z (newest/oldest) or Z -A (oldest/newest) by different fields Use Search feature to limit by Species, Location, Date Entered, or Reporter Click on an ID Number to access individual records for review Review Status lets you and other verifiers know the last status update on the record based on verifier or reporter actions.

Review Records Page View Your Recently Reviewed Records – Allows a verifier to access the records they recently reviewed View All Recently Reviewed Records – Allows a verifier to access records any verifier has recently reviewed View All Recently Reviewed but not Public records – Allows a verifier to access records that were reviewed but not released to the public (often for legal or verification reasons). View Deleted Records – Allows a verifier to view records that were deleted View Unable to be Confirmed Records – Allows a verifier to access records marked as “Unable to be Confirmed” for re -evaluation Clear Filters – Removes all filters applied to data set

Review Record ØEvaluate the information provided by the reporter ØSpecies ØLocation (State/County and Google map) ØReporter Name ØObservation Date ØAdditional Information (e. g. Habitat, Infested Area, Locality, etc. ) ØEmail – Only provided on the Review Record page, use to contact the reporter if additional information is needed to verify record ØView images provided - Click on the images to make them larger to view characteristics ØOptions below Map (if record has geographic shape) begins the review process

Reviewer Options Ø View Record Review History/Discussion – Shows messages, actions, and information about the review process for the record Ø Upload Additional Images – Allows the verifier to upload images relevant to the record, if they have visited the site or if the reporter sent them images directly Ø Defer – Allows the verifier to set up an automatic reminder to revisit the record at a later date Ø Request Images – Allows the verifier to automatically email the reporter to request images be added to the report Ø Request Sample – Allows the verifier to request a sample sent to a partner lab for diagnostic testing Ø Request Additional Info – Allows the verifier to send a message to the reporter to ask questions or seek additional information relevant to the report Ø Review and Release – Opens the form for the verifier to review the record and release it to the public once submitted Ø Review and Don’t Release – Opens the form for the verifier to review the record but NOT release it to the public once submitted

Review Record - History ØRecord Review History/Discussion ØIncludes recent actions by all verifiers ØIncludes messages and status at time of action ØAllows verifiers to see which verifiers have taken actions ØDate and time stamps all actions

Review Record - Images Request Additional Images Ø Reporters will be sent a link to edit the record Ø When the reporter uploads (more) images, the verifier that sent the request will be notified via email that new images were added If the verifier has images that they can add to the record (either by visiting the location and taking pictures or being sent the pictures either by the reporter or by another party), they can directly upload images relevant to the record Verifier Uploading Images

Review Record - Defer ØVerifiers can use “Defer” to set a reminder to come back to the report at another date ØThis is useful if a planned visit to the location will occur later in the season or if the report came at a time of year when identification would be difficult ØAn email to the will be sent to the address on file with a link to the record any message entered.

Review Record - Sample Request Sample - Lab Ø Request a Sample will only be an option for certain species and regions Ø Labs/Protocols are species specific and/or geographically bound and so options may change by those parameters Ø Verifier can specify the lab/protocol and an email will be sent to the reporter with instructions The email will contain information about the sampling and the links within will direct the reporter on the step-by-step process. Sample Request Email

Review Record – Additional Info ØVerifiers can use the review system to send a message directly to the reporter, to the email address associated with their EDDMap. S account ØThe action, though not the message, will also be documented in the Review History ØThe reporter’s reply to the message will be sent directly to the verifier

Review Record – Released vs Not Released Review and Release ØReviewed ØRemoves the report from the review queue ØStill accessible through Recently Reviewed records links on Review Records page ØReleased Ø Record is publicly available, will show up on maps, in downloads, etc. Review and Don’t Release ØReviewed ØRemoves the report from the review queue Ø Still accessible through Recently Reviewed records links on Review Records page ØNot Released ØWill not show up on maps, downloads, etc. ØAllows reviewers time to begin control measures, alert programs leaders, etc. without the report sitting in the review queue indefinitely ØContains options for incorrect identification and removal

Review Record – Review Form ØReviewed by - Enter your name, if it is absent ØVerification Method – How record was verified ØIdentified By – Enter name of expert if outside help was received for identification ØIdentification Date – Date identification was made ØIdentification Credibility – Certainty of identification ØReport Source ID – Optional field to denote the reporter’s affiliation or the source of the record ØPrivate – Selecting “Yes” will omit the coordinates from the public record and record will only be displayed/downloaded as a county-level occurrence ØReviewer Comments (Optional) ØClick Submit when completed

Review Record – Review Form Verification Method How the identification of the subject of the report was determined by the verifier ØPhotographs – should be present or added to the report ØExpertise is the known (or expected) level of knowledge or training that the reporter has and the verifier is basing their determination on this ØSpecimens – Sample of the report subject has been sent to or collected by the verifier and evaluated in person ØVoucher Specimen/Photographs – Samples or photographs which have been preserved in a herbarium or museum and evaluated ØDiagnostic Lab Sample – A sample was sent to a diagnostic lab for positive identification ØOther – A method not described above; can be documented in the reviewer comments

Review Record – Identification Credibility Review and Release Possible – Lowest level of confidence Credible – Very likely based on images, information, etc. Negative – Not a correct identification, want to keep the record as “Surveyed for species and wasn’t observed” Verified – Highest level of confidence (Voucher/Museum specimen submitted, Expert reporter with images, etc. ) Change Subject – Incorrect original identification, but can be corrected to another invasive species (e. g. , reported as Russian thistle but is actually spotted knapweed) Review and Don’t Release Same as Reviewed and Released, plus: Delete – Deletes the record from the database (Verifiers must comment why the record was removed for the reporter’s notification email) Unable to Confirm – Identification but cannot be confirmed as reported; nor do you want to delete the report at this time

Review Record – Report Source ØOptional ØAllows the verifier to assign the report to a particular category of ownership ØDefaults to General Public for most reports

Review Record – Finishing ØPrivate – Displays the record to the public at only a county level; coordinate are hidden ØReviewer comments – Optional comments to include with verification ØSubmit – removes report from review queue

Review Record – Bulk Verify ØUse with great caution ØWhile not generally recommended, we have included the option for verifiers to review multiple records at one time. ØThis is primarily used to “check off” reports from other verifiers and experts. ØClick on the box to the left of the record ID number to select records for bulk review

Review Record – Bulk Verify ØEvaluate available information Ø Species Ø Images – Hover the mouse cursor over image icons to preview Ø Reporter – Click on the reporter name to view contact information Ø Location Ø Observation Date ØClick on the boxes to the left of the ID to select the records you want to bulk verify ØSelect the Identification Credibility , Report Source ID, and fill in any Comments (Optional) ØSelect if records should be Released and/or Private ØClick Submit

Review Records – Recently Reviewed Your Recently Reviewed Ø Shows all records that have been verified by you Ø You can click on the records and view the records as desired Ø At the bottom of the record is a “Contest Review” button, this removes the “verified” status and allows you to send the report back through the verification process All Recently Reviewed Ø Shows all records that conform to your verifier parameters that have been verified by any verifier Ø You can click on the records and view the records as desired Ø At the bottom of the record is a “Contest Review” button, this removes the verified status allows you to send the report back through the verification process

Review Records – Reviewed, Not Public ØShows records that have been reviewed, but have not been released to the public ØAllows for quick locating of records of this status to release later

Review Records – Deleted Records ØDeleted Records Page ØClicking on an individual record will pull up a view of the record Individual Deleted Record

Review Records – Unable to be Confirmed ØShows records that have been reviewed, but been determined to be Unable to be Confirmed by a verifier ØAllows for quick locating of records of this status to reviewed and re-evaluated later if more information becomes available

August 2018 Additional Information For any questions or problems contact: Chuck Bargeron (cbargero@uga. edu) Rebekah Wallace (bekahwal@uga. edu) Karan Rawlins (krawlins@uga. edu) or call 229 -386 -3298