The Need for Groups
Calflora users are a diverse audience, with a wide range of interests.
To meet the needs of this audience,
Calflora applications are designed to be general purpose.
The intention is that the applications will
work equally well for any member of the audience, regardless
of their particular interests.
Following this intention,
we try to avoid burdening the applications with
material -- plant lists, polygons, etc. -- which are only of interest
to a small part of the user community.
Calflora offers various features for users,
including the ability to save searches, define custom plant lists, and save
polygons.
Taking advantage of these features can make certain tasks
more convenient, such as searching for observations, or collecting data.
Some Calflora users have gone to the trouble of defining
searches, polygons and plant lists
for their own use, and would like to make them available to other users.
The Group system makes this possible.
By means of a group, a subset of Calflora users can share features
with each other.
Introducing Groups
A group is a set of people using Calflora
with interests in common.
Typically the interests in common concern data collection
-- either actively contributing plant observations,
or monitoring observations contributed by others.
The advantage of a group is that
any features which members of the group define --
observations, searches, plant lists -- can be
shared with the group, and thereby become easily discoverable by all
members of the group.
If the members of a group are engaged in active data collection,
they can also share unpublished observations with
each other, before those observations are available
to all Calflora users.
Join a Group
If you are registered as a Calflora contributor,
you can join any of the existing groups
that are open to anyone.
To join a group, go to My Calflora
(and register as a contributor if you haven't already).
Then press Groups
in the top horizontal menu.
If you are already a member of any
groups, you will see them listed.
To see the public groups you might join, press
JOIN A GROUP.
If you want to join one of these groups,
check Join this group next to the group of interest.
Click on the name of the group to go to the Group Home page.
Here is an example: the Group Home page for the
Early Detection Network group.
Note that at the bottom of the page,
you will see the saved searches and plant lists which have been
shared with this group.
Sharing an Observation with a Group
Suppose your interests include
early detection weeds, and you join the
Early Detection Network
(EDN) group.
Then, you notice a target weed in a place you have
never seen it before, and enter an observation of it.
There are several ways you can inform
other members of the EDN group
about your observation record:
You can put the record into the EDN group
(see below).
Anyone in the EDN group with email notification turned on
will receive an email about it.
You can put the record in another group, but write a comment
on the record, and then send the comment to the EDN group
(see below).
Anyone in the EDN group with email notification turned
on will receive an email with your comment.
Viewing Group Activity
When you are looking at
My Calflora / Groups,
there will be an entry for each group of which you are a member.
Press
RECENT ACTIVITY
to see 1. recent observations that are associated with a group,
and 2. recent comments about those observations.
Each group is a potential stream of observations and comments, and it all shows up on this page.
If you need help identifying plants
(or are good at identifying plants from photos),
join the
PLANT ID HELP group.
Start a NEW GROUP
To start your own group, go to
MAKE A NEW GROUP.
You can decide if your group will be open to anyone,
by invitation only, or restricted (totally hidden).
You can add people currently registered as Calflora contributors
to your group by email address.
If you make your new group open to anyone, then all other contributors
will have the opportunity to join it from
My Calflora / Groups.
If you want someone in your group who
has not yet registered as a Calflora contributor,
encourage them to register.
If your group is open to anyone, the new person
can join from
My Calflora / Groups.
If your group is by invitation only,
then once you know that the new person has registered,
go back to the
Group Definition application
and add this person to your group
by email address.
Getting a New Group Going:
(suggestions for what to do next)
If you have already entered observations which are relevant
to this group, go to
My Observations
and associate each of these observations
with your new group. (You can edit the records one-by-one, or use
MULTIPLE RECORD EDITOR to associate a set of records.)
When you use an entry application to add a new observation
of interest to this group,
remember to associate it with this group.
Also, encourage other group members
to associate their own relevant observations with this group.
Add comments on other members' observations when it serves the group's purpose.
The Data Czar Role
If you are the owner of a group,
you can designate certain members of the groups to have
the Data Czar role.
A member with the Data Czar role is able to
edit any record associated with the group.
If needed, you might want to designate yourself, the owner of the group,
as having the Data Czar role, and if really needed,
one or two other responsible members of the group.
Why?
The Data Czar role is a strong and potentially dangerous
capability, so please use it sparingly.
The real reason for this role is
to enable a group owner to impose quality standards
on all records associated with a group.
Adding an Observation to a Group
Once you have joined a group, if you have made a
plant observation record that seems pertinent to that group,
you can associate your record with the group.
Once your record is associated, it will appear in the activity
stream of that group, and come to the attention of other members of that group.
How to do it:
In the upper left, there is a drop down containing all of your groups.
Choose the group you want the record to be associated with,
and then press .
Once your record appears in the activity stream of a group,
members of the group who have enabled email notifications will also receive
an email about it.
One Observation Record to more than One Group
Some users have asked whether it is possible to associate a record
with more than one group. It isn't possible, but there is something you can do
which has much the same effect:
Suppose you have an observation record, and it is associated with group A.
Members of group A will see your record in the activity stream of
group A.
Suppose you also want members of group B to be
aware of your record. If you are a member of group B,
you can
write a comment on the record, and send the comment to
group B,
Members of group B will see your comment, with a link to the record,
in the activity stream of group B.
If the record has a photo, the photo will also be included in the activity stream.
Members of the group who have enabled email notifications will also receive
an email about it.
Membership Options: Email Notifications
As a member of a group, you can determine whether
email notifications are sent to you about activity in the group.
To control email notifications, start by going to
My Calflora / Preferences,
If you do not want to receive any email notifications, uncheck
the boxes in the EMAIL section.
Otherwise, check the boxes for how often you would like to
receive notifications.
Then, to control from which groups you will get notifications,
go to
My Calflora / Groups,.
Open
membership options
for each of your groups.
Uncheck the email box if you do not want to receive notifications,
Weed Manager: Are You an Active Data Contributor?
By default, when you become part of a Weed Manager group,
you are assumed to be an active data contributor to that group.
However, some users are members of many Weed Manager groups,
but are only actively contributing data to one or two of them.
You can choose not to be an active data contributor
for one of your Weed Manager groups by
opening
membership options
for the group, and unchecking
I'm an active data contributor
If you are not an active data contributor for a group,
then historical records will
not be loaded into the Observer Pro phone app from this group the next time you do a refresh.
(This might make the refresh happen more quickly.)
Also, named polygons associated with the group will not
be available from Plant Observation Entry
or other web applications.
Group Applications
Several web applications are available to facilitate data collection by groups.
Multiple Group Search --
view, download, and edit observations from more than one group.
Manage Groups --
add users to your group, and set user permissions.
Group Reports --
run standard reports on the observations your group has collected.
Privacy
Access by other users
With the entry applications such as
Plant
Observation Entry, you can decide whether
your observation record is
published (available to all users)
or
unpublished (not available to all users)
You can also decide to associate your record with
any group of which you are a member.
If you associate a record with a group, it will appear in
the recent activity for that group, and thus come to the
attention of other members of the group.
If you associate an unpublished record with a group,
other members of the group will be able to easily
find it, view it, and comment on it.
This ability is intended to make it possible
for a group of people to work on a set of records
together, out of the public view, until the records
are ready for the public.
ACCESS MATRIX
Who can view a record depends on who owns it,
whether it is published, and whether it is associated with
any group.
you have questions about groups, privacy or comments;
you experience problems, or the software does
not seem to be working as it should;
you notice any inappropriate content or abuse of the system.
RELEASE NOTES:
April, 2016:
The Group Home page (v. 1.02) now shows all saved searches
and all defined plant lists associated with the group.
February, 2016:My Calflora
v. 1.77 / Groups:
Each group you are a member of has a
membership options
feature, where you can control email notifications
on a per group basis.
Also, for a Weed Manager group, you can choose not to be
an active data contributor --
this will avoid the time spent loading historical
records from that group onto the Observer Pro phone app.