The power of annotations

LIFE STAGE annotations are incredibly useful on iNat. Please add annotations to observations (yours and other people's)! The info here pertains to the website only, not the phone apps. If anyone wants to write up the info for the apps, please go right ahead!!

1. Usefulness of annotations
1. On the OBSERVATIONS (Explore) page
2. On the IDENTIFY page
3. On TAXON pages
1. Finding PHOTOS of particular life stages
2. Life Stage GRAPHS
3. Finding UNANNOTATED obs from the taxon page
4. Populating PROJECTS
2. How to batch add annotations and projects to your OWN observations
1. During upload using FIELDS
2. After upload using BATCH EDIT
3. How to ADD ANNOTATIONS to OTHER PEOPLE'S observations

1. Usefulness of annotations:

    A. Finding OBSERVATIONS of a particular life stage

In order to filter for particular life stage(s), you need to add the following code to the URL

&term_id=xx&term_value_id=yy

where xx = the number of the annotation and yy = the number of the life stage

To find all the relevant number values, please see the forum topic How to use iNaturalist's search URLs.

For lepis we need the following values:

• &term_id=1 1=Life Stage
• &term_value_id=2 2=Adult
• &term_value_id=4 4=Pupa
• &term_value_id=6 6=Larva
• &term_value_id=7 7=Egg

So if we want to find observations just of larvae (caterpillars), then the code you add to the URL is &term_id=1&term_value_id=6, and your URL will look like this:

and it will show only the observations with the annotation "Larva":

You can also see all PHOTOS for a life stage (not just the first photo (when there's more than 1) as on the Observations page), by using the link on the Taxon page (See below).

    B. IDENTIFYING observations of a particular life stage

If you want to ID only one life stage, then filtering for annotations is MUCH easier on the Identify page than it is for Observations (Explore) - yay! Just click on FILTERS and select the type of annotation and the value for it like so:

(You can add the code to the URL like you do on the Observations page.)

    C. TAXON pages

        a. Finding PHOTOS of a particular life stage

On every taxon page one can see all the photos loaded on iNat, and you can filter for a particular life stage:

Click on the VIEW MORE button on the images:

Then choose the life stage you want under the options at the top:

        b. Life Stage GRAPHS

This is my favourite use of annotations :-)

On the taxon page, click on the LIFE STAGE tab:

All sorts of fascinating info can be gleaned from these graphs, especially those with many observations. Here are some examples:

Blue=larva | Orange=adult | Green=pupa

        c. Finding UNANNOTATED observations from the taxon pages

On the Life Stage tab, click on the gear icon and choose Add annotations for "Life Stage":

This will open an Identify screen where you can add annotations (see Add annotations to other people's obs below).

    D. Populating PROJECTS

For projects collecting observations of only one or two life stages (but not all of them), one has two options. The first is to collect observations based on annotations (Collection Project), and the second is to manually add observations to the project (Traditional Project). Either way an extra step is required. It is much easier to add annotations using the Identify page, than it is to add observations to a project, which requires opening each and every observation separately. (We have asked on the forum for functionality to add projects on the Identify page. Nothing has been done in 3 years, so please feel free to add your vote there!)

To illustrate this issue, we have two Pillar Parade projects: the Traditional Project: Pillar Parade and the Collections Project: Pillar Parade 2. You will see that the second project has many more observations than the first because it is picking up all the annotated obs, and some people have done huge amounts of annotating other people's obs including myself, @lwnrngr , @jakob , @magdastlucia , @cheekychew and @dianastuder . Thank you very much to everyone who annotates! Many people are very good at annotating their own obs as well, which is greatly appreciated!

2. How to add annotations & projects to your own observations:

    A. Add annotations during upload

One can’t add annotations directly when uploading, but there is a nifty trick to do it indirectly using FIELDS. The field you need for insects is Insect life stage (note exactly how it's spelt etc). Once you’ve found the field the first time, it will always be in your fields list and very easy to find for subsequent uploads. Choose EGG, LARVA, PUPA or ADULT (for lepis and other holometabolous insects (there are other options for hemimetabolous insects including nymph and teneral)). This populates the annotations on upload - yay!

You can add this to all relevant observations in the batch you are uploading - choose SELECT ALL if all obs are of insects of the same life stage. For a series of obs, select the first in the series, hold down Shift and select the last in the series, then add the life stage to all of them. For non-consecutive obs, click on the first one you want, the hold down Ctrl and click on each of the others that you want to add to the selection, then add the life stage to all of them.

Once you've selected the life stage, you must click on ADD button otherwise it doesn't record. There may be instances (due to how the page is coded) when you can't see the Add button and can't scroll down to it. It is still there, just hit TAB on your keyboard and then ENTER. This works even though you can't see it happening ;-)

Use the same method to add observations to any Traditional Projects like Habitats (SAfr) or Reared from larval stage.

    B. Add annotations after upload using Batch Edit

This is a bit more of a faff, but once you've found all the buttons it's easy enough.

Go to your EDIT OBSERVATIONS tab. Click on Search and fill in the search terms you're looking for in the dropdown. Here we are looking for all lepis. Then click on the blue Search button at the bottom.

Click on BATCH EDIT. A checkbox appears next to each observation. Mark the box for each ob you want to add annotations to.

Click on EDIT SELECTED.

Click on BATCH OPERATIONS and a dropdown form appears.

Click on MORE FIELDS.

In the ADD A FIELD box, type in INSECT LIFE STAGE. Add the life stage. Click on APPLY FIELDS.

Scroll to the bottom of the page, and click SAVE ALL.

NB: This has only edited the obs on the page you are on, you will need to go to the next page to get another batch. The number of obs per page is selected at the bottom of the page. You can have anywhere between 10 and 200 obs per page, but I have found 200 to be a strain on my internet and perhaps iNat's resources.

3. How to add annotations to other people's observations:

For this you need to use the IDENTIFY page. Select the taxon you want to add annotations to, and then under FILTERS select all Quality Grades, and then select Without Annotation - choose Life Stage=any:

Then on the first ob click on the ANNOTATIONS tab and enter the relevant annotation(s).

You can use keyboard shortcuts also which makes the process much faster. Click on the KEYBOARD icon in the bottom left corner to show all the commands available.

Then click on the right arrow, or hit the right arrow key on your keyboard, enter next annotation. And keep going. (We have asked for functionality to batch add annotations, but admin isn't keen.) Please note that some of the observations (usually rearings) show more than one life stage, in which case don't annotate them.

You can also point many, many people at this journal post to show them how to add annotations during upload which will greatly reduce the work for everyone involved ;-)

Quicklinks

This post may be of interest to @katebraunsd @botswanabugs @magdastlucia @moira_fitzpatrick @colin25 @suncana @ricky_taylor @bushboy @wolfachim @jaheymans @bartwursten @shauns @fionahellmann @qgrobler @henrydelange @tuli @surfinbird @robert_taylor @magrietb @dhfischer @hermannstaude @phil183 @i_c_riddell @sallyslak @cyamscott @jaunnemarelize @spidermandan @andrewmorton @b_dvorak @cabintom @nicovr @rjpretor @ausweevil

Posted on July 29, 2022 10:39 AM by karoopixie