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Go to the Bulk Uploader (https://data.pointblue.org/science/projectmanager/bulk_uploader), select your project (you will only see projects that you have access to).

Th Add Observations module will load both sampling events and observations into your project. Bulk uploading observations requires 2 files: a CSV file with observation data, and a YAML configuration file describing how the CSV file columns map into your project database. CSV and YAML templates are available for various combinations of observation type and protocol.

The CSV file you will load should have one observation per line. Observations are organized into events as part of this process -- all observations seen at a single Sampling Unit at a given date and time under a Protocol. All event information, such as date and Sampling Unit name, should be repeated for each observation (aka "flattened" or denormalized).

To use the tool:

  1. Choose the Add Observations tab.

  2. If this is your first time using this tool to upload data of a particular type and protocol

    1. Select “Get a blank Template to fill out”

    2. Select “Point Count”

    3. Select a Protocol. Note, the Protocol must already exist in the Project before it will show up in the list. If you need a new protocol added, please submit a request to support@pointbluehelp.zendesk.com.

    4. Select a Site Condition Protocol. If you need a new protocol added, please submit a request to support@pointbluehelp.zendesk.com.

    5. Select a layout style for your observation data: Standard, By Distance Bins, or by Time Bins.
      TODO: Define/explain difference in the three layouts.

    6. Download CSV and YAML files

  3. Populate a csv file with your observation data. The top row of headers in the template defines what should be in each column. All entries must match the field definitions defined by the protocol. See https://data.pointblue.org/science/projectmanager/protocol_search for valid codes to use.

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