Merge pull request #624 from BioKIC/editor-guide-update

Update various pages on editor guide

content/editor/checklist/_index.en.md

@@ -1,15 +1,12 @@
 ---
 title: "Checklists"
-authors: ["Laura Rocha Prado"]
+authors: ["Laura Rocha Prado","Katie Pearson"]
+lastmod: 2024-09-27
 draft: "false"
 weight: 30
 keywords: ["checklists","inventories"]
 ---
 
-{{< notice note >}}
- The "Create a Checklist" permission has been granted for the majority of existing users (accounts created before June 2022). If a user does not have "Create a Checklist enabled", and needs it, ask your portal admin (super admin) or the Support Hub to add these user permissions to their account. All new users will need to request permission to create checklists/datasets moving forward.
- {{</ notice >}}
-
  {{< notice info >}} 
- For more information on checklists, please visit the [Checklist chapter in the User Guide](../../user/checklist/)
+ A checklist is a list of taxa for a certain region or use (e.g., a teaching list or prep for a taxonomic treatment). For more information on checklists, please visit the [Checklist chapter in the User Guide](../../user/checklist/).
  {{</ notice >}}

content/editor/crowdsource/_index.en.md

@@ -1,7 +1,7 @@
 ---
 title: "Crowdsourcing"
 date: 2021-10-07
-lastmod: 2024-06-10
+lastmod: 2024-09-27
 draft: false
 weight: 50
 authors: ["Katie Pearson"]
@@ -11,6 +11,6 @@ keywords: ["crowdsourcing","volunteer","citizen science","community science"]
 
 Symbiota has a built-in Crowdsourcing module that can enable any logged-in user to transcribe specimen data from provided images. These specimens must have a [Processing Status](/symbiota-docs/editor/edit/status/) of "Unprocessed" **and** have at least one associated image.
 
-Once a crowdsourcer has transcribed a specimen record and saved the edits, the processing status of the record will be automatically changed to "Pending Review" and the record will be removed from the queue. All edits that have been made to the record will be instantly publicly visible but can be reverted by a collection administrator. The transcribed record is now considered "Pending", and the crowdsourcer will have "pending" points. Once the record is reviewed and approved by a collection administrator (i.e., processing status changed to "Reviewed"), these points will become "approved" points.
+Once a crowdsourcer has transcribed a specimen record and saved the edits, the processing status of the record will be automatically changed to "Pending Review" and the record will be removed from the queue. All edits that have been made to the record will be instantly publicly visible but can be reverted by a collection administrator. The transcribed record is now considered "Pending", and the crowdsourcer will have "pending" points. Once the record is reviewed and approved by a collection administrator (i.e., processing status changed to "Reviewed"), these points will become "approved" points. See [this page](/symbiota-docs/coll_manager/crowdsource/review/) for more information about reviewing and approving crowdsourcing points.
 
-Users with administrator permissions can add occurrences to the crowdsourcing queue. Instructions can be found on [this page](https://biokic.github.io/symbiota-docs/coll_manager/crowdsource/edit/).
+Users with administrator permissions can add occurrences to the crowdsourcing queue. Instructions can be found on [this page](/symbiota-docs/coll_manager/crowdsource/edit/).

content/editor/crowdsource/individual/_index.en.md

@@ -1,11 +1,10 @@
 ---
 title: "Crowdsourcing (Volunteer Instructions)"
 date: 2021-10-07
-lastmod: 2023-12-12
+lastmod: 2024-09-27
 weight: 3
 draft: false
-authors: ["Katie Pearson"]
-editors: ["Lindsay Walker"]
+authors: ["Katie Pearson","Lindsay Walker"]
 keywords: ["crowdsourcing","volunteer", "citizen science","community science"]
 ---
 
@@ -14,24 +13,23 @@ keywords: ["crowdsourcing","volunteer", "citizen science","community science"]
 {{</ notice >}}
 
 ### Creating an Account
-First, you’ll need to create an account in the portal for which you will be crowdsourcing.
+First, you’ll need an account in the portal for which you will be crowdsourcing.
 1.	Navigate to the portal in which you will be georeferencing.
-2.	On the right side of the grey menu, click New Account.
-3.	Enter the requested information, check the I’m not a robot box, and click Create Login.
+2.	Click the Sign In button or link (generally at the top right of the page), then click the Create an Account link.
+3.	Enter the requested information, check the "I’m not a robot" box, and click Create Login.
 
 {{< notice tip >}}
-  After you’ve created an account once, you will use this login information for all future sessions. Just click Login and enter your username and password.
+  After you’ve created an account once, you will use this login information for all future sessions.
 {{</ notice >}}
 
 ### Navigating to Records to Transcribe
-1.	Once you are logged in, click the Crowdsourcing tab from the main menu.
+1.	Once you are logged in, click the Crowdsourcing tab from the main menu or the link provided by your event leader.
 2.	Your stats will be shown in the top right side of the page under Your User Status. Here you can see how many specimens you have transcribed, as well as how many points are awaiting approval and how many have been approved.
-    * Pending points are those that have not yet been reviewed by a curator
-      * Curators are very busy, please be patient if your pending points don’t turn into approved points very quickly!
+    * Pending points are those that have not yet been reviewed by a curator. _Curators are very busy, please be patient if your pending points don’t turn into approved points very quickly!_
     * Approved points are those that have been reviewed and approved by a curator
-3. In the bottom table that reads Your Stats by Collections, decide which herbarium you would like to work on (or select the herbarium instructed by your event leader). Click the number in the Open Records column that belongs to that collection’s row.
-4. On the resulting page, you’ll see a table of specimen records that require transcription. Randomly select one of the specimens by clicking on its Symbiota ID number (leftmost column).
-    * If you see a message that says Record Locked!, go to the next specimen by clicking the double arrows at the top of the form, just under the magnifying glass
+3. In the table at the bottom of the page (titled **Your Stats by Collection**), click on the link in the "Open Records" column next to the name of the collection you would like to work on (or the collection instructed by your event leader).
+4. On the resulting page, you’ll see a table of specimen records that require transcription. Select one of the specimens by clicking on its Symbiota ID number (leftmost column).
+    * If you see a message that says Record Locked!, go to the next specimen by clicking the double arrows at the top right of the form.
 5. Transcribe the record as instructed.
 
 _This material is based upon work supported by the National Science Foundation under Grant Numbers 2001500, 2001509, 2001394, 2001422, 2001427, 2001431, 2001299, 2001354, 2001288, and 2001345. Any opinions, findings, and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the National Science Foundation._

content/editor/download/_index.en.md

@@ -1,9 +1,13 @@
 ---
 title: "Downloading Data"
 date: 2021-10-22
-lastmod:  2021-10-07
+lastmod:  2024-09-27
 authors: ["Katie Pearson"]
 editors: 
 weight: 50
 keywords: ["download","Darwin Core", "DwC-A", "Darwin Core Archive"]
 ---
+
+As an editor, your primary mechanism of downloading data is to use the [public search and download tools](/symbiota-docs/user/download/download_data/). For more specialized searches, contact an administrator of your collection so they can use the [Exporter Tool](/symbiota-docs/coll_manager/download/exporter/).
+
+Alternatively, you can download the entire Darwin Core Archive of your data (through the public search or [these instructions](/symbiota-docs/editor/download/dwc/)) and conduct a search in the occurrences.csv file using a spreadsheet editor.

content/editor/edit/_index.en.md

@@ -1,5 +1,5 @@
 ---
-title: "Editing Records"
+title: "Editing & Searching Records"
 date: 2021-10-26
 lastmod: 2024-09-24
 draft: false
@@ -12,41 +12,41 @@ keywords: ["edit","change","record search form","search"]
   This page provides instructions on how to search for and edit records.
 {{</ notice >}}
 
-* To batch edit records (only available to collection administrators), visit [this page](https://biokic.github.io/symbiota-docs/coll_manager/edit/batch/).
-* For an overview of fields in the occurrence editor form, visit [this page](https://biokic.github.io/symbiota-docs/editor/edit/fields).
-* For an explanation of the record editor tabs, visit [this page](https://biokic.github.io/symbiota-docs/editor/edit/tabs/).
+* To batch edit records (only available to collection administrators), visit [this page](/symbiota-docs/coll_manager/edit/batch/).
+* For an overview of fields in the occurrence editor form, visit [this page](/symbiota-docs/editor/edit/fields).
+* For an explanation of the record editor tabs, visit [this page](/symbiota-docs/editor/edit/tabs/).
 
-To edit individual records, select "Edit Existing Occurrence Records" from the Data Editor Control Panel (accessed via My Profile > Occurrence Management > name of collection). From this page, you can search for specific records by entering search terms into the Record Search Form. You can search by multiple search terms using this form.
+To edit or search for records, select "Edit Existing Occurrence Records" from the Data Editor Control Panel (accessed via My Profile > Occurrence Management > name of collection). On the resulting Record Search Form, you can enter one or multiple search terms to customize your results.
 
 ![Record Search Form](/symbiota-docs/images/recordsearchform.PNG)
 
-To search according to fields not explicitly stated in the Record Search Form, select the field from the dropdown menu after Custom Field 1. You can include up to 8 Custom fields in your search. The second dropdown lists after the Custom Fields will allow you to conduct more specific searches, such as for ranges or fields that are null. The options include:
+To search according to fields not explicitly stated in the Record Search Form, select the field from the dropdown menu after Custom Field 1. You can include up to 8 Custom fields in your search. The second dropdown lists after the Custom Field names will allow you to conduct more specific searches, such as for ranges or fields that are null. The options include:
 * EQUALS: the field contains **only** the provided text
 * NOT EQUALS: the field does not match the provided text exactly (does not only contain the provided text)
 * STARTS WITH: the field starts with the provided text
 * CONTAINS: the field contains the provided text anywhere in the field
 * DOESN'T CONTAIN: the field does not contain the provided text anywhere in the field
-* GREATER THAN
-* LESS THAN
-* IS NULL: the entire field contains no value
-* IS NOT NULL: the field contains any value
+* GREATER THAN: (for numeric values or fields that contain numbers) the field contains a numeric value that is greater than the provided value
+* LESS THAN: (for numeric values or fields that contain numbers) the field contains a numeric value that is less than the provided value
+* IS NULL: the entire field contains a "NULL" (no) value
+* IS NOT NULL: the field contains any value but is not empty (NULL)
 
-To conduct a search, click the Display Editor (to view one record at a time) or Display Table (to view the first 1000 records at a time) buttons.
+To conduct a search, click either the Display Editor button (to view one record at a time) or Display Table button (to view the first 1000 records at a time).
 
 {{< notice note >}}
-  When searching for the characters "_" or "%" in your record fields, you must precede this character with the backwards slash "escape" character (\). E.g., when searching for the value "_1", you should enter "\_1".
+  When searching for the characters "_" or "%" in your record fields, you must precede this character with the backwards slash "escape" character (\\). E.g., when searching for the value "_1", you should enter "\\_1".
 {{</ notice >}}
 
 To search by specimens entered by you (the current user), click the CU button.
 
-To sort your search results, select a field from the dropdown menu after Sort By (bottom right of Record Search Form), then select whether you wish to sort in ascending or descending order.
+To sort your search results, select a field from the "Sort By" dropdown menu, then select whether you wish to sort in ascending (Z-A, or smallest to greatest) or descending (A-Z, or greatest to smallest) order.
 
 To view a specific record from the Table Display, click the Symbiota ID number or the Open in New Window icon in the leftmost SymbiotaID column.
 
 To re-open the record search form after you have conducted a search, click the Toggle Record Search Form button.
 
 ![New Return to Record Search Form](/symbiota-docs/images/returntorecordsearchform_new.PNG)
 
-In older versions of Symbiota, you can toggle the search form by clicking the magnifying glass icon to the right of the name of the collection at the top of the window.
+In older versions of Symbiota, toggle the search form by clicking the magnifying glass icon to the right of the name of the collection at the top of the window.
 
 ![Old Return to Record Search Form](/symbiota-docs/images/returntorecordsearchform.PNG)