Instructions & Glossary

About this worksheet

1 This workbook is to be used for entering collection data for CTFS/SIGEO plots.
The workbook contains three main sections for recording data:

- Collection Data
- Tissue Sample Data
- Geographic Data

These sections can be accessed using the name box in the upper left corner of the spreadsheet. In this spreadsheet
(Instructions and Glossary-the spreasheet you are reading) the name box is directly above "Inst" in the word "Instructions"
and says something like "A2" or "F13".

Once you have clicked on the arrow, the name box will appear. It looks like the image below:

Click arrow to access

list

When you select one of the three sections for recording data, the beginning of the section you choose will
appear on the screen and it will be highlighted.

2 The first five rows of the spreadsheet (in blue) are sample data to be used as a guide.
The required fields are shaded yellow and include:
1. Tree Tag No. 9. Collection Date
2. Sample Number 10. Voucher Specimen?
3. Genus 11. Plate No.
4. Species 12. Row Letter
5. Author 13. Column No.
6. Family 14. Tissue Type
7. Collector Number
8. Collector (Team)

3 Each row in the spreadsheet corresponds with a well location within a plate. If tissue from a
single plant is put into more than one well, please use a new row for entering the data.

4 A glossary of field definitions is provided below. Many columns have "comments" with field definitions,
formatting rules, and character limits. A column with comments will have a red triangle in the upper right corner. ---->
To view a comment for a particular column heading, hold your mouse over the header cell until the comment appears.
Please read the comments and use the format shown. Some columns are designed to accept data only in the format
shown in the comment box, for example, all dates must be entered as either mm/dd/yy or dd-mmm-yy.

5 To expedite data entry, we suggest using the "fill" function (Ctrl+ D) when entering geographic data.

6 If you have additional information that you would like to record and it does not fit into any of the existing
fields, you may add this information to the "Notes" fields provided in each section.

7 Please Do Not Change the Column Names or move the columns.

8 Save early and often! If you have questions regarding the mechanics of this workbook, try the Excel Help menu
or contact us.
Glossary of field names
Collection Data
Tree Tag No. A unique number used to identify a plant within the field plot
Genus The generic name
Species The species name
Below Species Rank Rank below species name, Examples: subsp., var.
Below Species Epithet Name below the specific epithet
Author The authority

Collector Number The expedition leader or primary collector's tracking number. This number is the same for all individuals in a species.
Linked to Tissue Sample and Geographic Data Worksheets.
Sample Number Unique number within the species collected. This number, along with the Collector No. creates a unique identifier.
Collector Expedition leader/primary collector whose primary numbering system being used
Collector (Team) The name of the collector(s) other than expedition leader (staff or team-member)
Collection Date Date sample was collected. Enter in mm/dd/yy format or dd-mmm-yy, mmm is a 3-letter abbreviation for the month
Species Field Code 6-letter code used for CTFS plot species: first 4 letters of genus name, first 2 letters of species name
Family Family
Order Order
Genus Hybrid Enter hybrid name
Species Hybrid Enter hybrid name
Herbarium Accession No./Catalog No. Accession or catalog number assigned by the herbarium holding the primary voucher specimen collected for this plant
Herbarium Acronym Acronym for the herbarium holding the voucher for this plant - enter in CAPS
Other ID No. Any other identifying number or code used to track this sample
Qualified Identification? Qualifier or certainty of identification. Options include aff., or cf.
Taxonomic Determiner The person who made the original taxonomic determination for this specimen
Date Determined Date the original taxonomic determination was made
Taxonomic Determiner e-mail Contact e-mail for the person who originally determined the specimen
Common Name Common name(s) for the specimen
Cultivated? Is this a cultivated plant? Pull-down: Yes or No
Cultivated Name If above is yes, then enter the name for the cultivated plant here
Habitat The plant habitat
Habit Pull-down: tree, herb, shrub, liana/vine, epiphyte, other
Plant Description 1 Plant description. 250 character limit. Please enter Habitat and Habit information in the fields
provided
Plant Description 2 If Plant Description 1 is more than 250 characters, continue the description here
Taxonomic Notes/Other Specimen Details Additional information related to the collection, identification, and taxonomy of this sample

Tissue Sample Data

Voucher Specimen? Is this tissue taken from the vouchered specimen? Pull-down: Yes/No

Plate No. Extraction plate number

Row Letter The row letter on the 96-well extraction plate where the tissue sample is deposited

Column No. The column number on the 96-well extraction plate where the tissue sample is deposited

Tissue Type Type of tissue collected for the DNA extraction. Pull-down menu: leaf, fruit, seed, root, bark, cambium, other.

Tissue Sample Notes Additional information related to the tissue sample

Geographic Data
Plot Elevation Elevation of the research plot (not of the specific sample or individual). Enter in meters, a range is ok.

Plot Latitude Latitude of the research plot (not of the specific sample).
Enter in degrees, minutes, seconds, with a space between each (dd mm ss).
Plot Longitude Longitude of the research plot (not of the specific sample).
Enter in degrees, minutes, seconds, with a space between each (dd mm ss).

State/Province State or Province

Locality Specific locality. Please use the pull-down menu to select your site
Country Country
Plot Latitude (Decimal) Latitude of the research plot (not of the specific sample) in decimal format
Plot Longitude (Decimal) Longitude of the research plot (not of the specific sample) in decimal format
Locality/Geographic Notes Additional geographic information related to the collection site

Adapted from Driskell 2008

 l individuals in a species.

es a unique identifier.

bbreviation for the month

men collected for this plant

Adapted from Driskell 2008

 Sample Voucher
Tree Tag No. Number Genus Species Below Species Rank Below Species Epithet Author Family Collector Number Collector Collector (Team) Collection Date Species Field Code Order Genus Hybrid Species Hybrid Specimen?
1915036 1 Shorea guiso (Blanco) Blume Dipterocarpaceae 02-9684 Ashton None 8-Apr-98 SHORGU Y

38251 2 Semecarpus longifolius Blanco Poaceae 06-5847 Kress Bourg, N. 21-Dec-08 SEMEBU Y

40759 3 Semecarpus longifolius Blanco Poaceae 06-5847 Kress Bourg, N. 21-Dec-08 SEMEBU Y

40760 4 Semecarpus longifolius Blanco Poaceae 06-5847 Kress Bourg, N. 21-Dec-08 SEMEBU Y

2005004 5 Matthaea heterophylla Quisumb. & Merr. Monimiaceae 05-5847 Ramos Ridsdale 13-May-98 MATTHE Y
 Herbarium Taxonomic Determiner e-mail
Accession Herbarium Qualified Taxonomic Date
No./Catalog No. Acronym Other ID No. Identification? Determiner Determined Common Name Cultivated? Cultivated Name Habitat Habit Plant Description 1 Plant Description 2
35888 FS None Bourg, N. 8-Jan-09 [email protected] N Shrub

11435 US None Bourg, N. 21-Dec-08 [email protected] N Liana/Vine Possibly of form of S. cuneiformis sensu Ding 1996:76) mature fruits are lacking
Hou (1978) with exceptionally large leaf despite abundant collections from
11435 US None Bourg, N. 21-Dec-08 [email protected] N Herb blades (toof45cm
Possibly long)
form of approachingsensu
S. cuneiformis that ofDing Sabah. Also
1996:76) similar
mature to BS
fruits are11435
lacking
vegetatively
Hou (1978) withsimilar S. bunburyanus
exceptionally Gibbs.
large leaf McGregor
despite (isotypecollections
abundant of S. pilosa from
11435 US None Bourg, N. 21-Dec-08 [email protected] N Unk Tree The latter
blades
Possibly (toofhowever
45cm
form of hascuneiformis
long)
S. ± globoid (rather
approaching that ofthan)
sensu Ding merro., Also
Sabah.
1996:76)US) from
mature Nueva
similar to BS
fruits Vizcarya
are 11435
lacking
ellipsoid
Hou drupes,
vegetatively
(1978) with although
similar as pointed
S. bunburyanus
exceptionally out by
Gibbs.
large leaf prov., Luzon,
McGregor
despite and FB 11744
(isotypecollections
abundant of S. pilosaWhitford
from
Kochummen
The latter
blades (to however
45cm hasapproaching
long) ± globoid (rather
that than)
of (isotypeAlso
merro.,
Sabah. of s.from
US) whitfordii
Nueva
similar Merr.,
to BS US)
Vizcarya
11435
285 ISU None Ridsdale 8-May-99 [email protected] Unk N Tree Endemic to NE Luzon where it was previously from Mindanao.
ellipsoid drupes,
vegetatively although
similar S.sitesas pointedGibbs.
bunburyanus out by prov., Luzon,
McGregor and FB
(isotype of 11744 Whitford
S. pilosa
known from montane c. 1200-1350 m. in
Kochummen
Theplot
latter (in Soepadmo
however et al.,
has ± globoid (isotype of s. whitfordii Merr., US)
the it is an understorey shrub(rather than)
or treelet merro., US) from Nueva Vizcarya
ellipsoidless
drupes, from Mindanao.
usually than although
3 m tall. as pointed out by prov., Luzon, and FB 11744 Whitford
Kochummen (in Soepadmo et al., (isotype of s. whitfordii Merr., US)
from Mindanao.
 Plate Row Column Tissue Plot Latitude Plot Longitude
Taxonomic Notes/Other Specimen Details No. Letter No. Type Tissue Sample Notes Locality Plot Elevation Plot Latitude Plot Longitude State/Province Country (Decimal) (Decimal) Locality/Geographic Notes
1048 D 04 Leaf Palanan 85-140 17 02 36 N 122 22 58 E Isabela Philippines 17.0402 122.3880

1048 E 11 Seed Palanan 85-140 17 02 36 N 122 22 58 E Isabela Philippines 17.0402 122.3880

1032 A 10 Root Palanan 85-140 17 02 36 N 122 22 58 E Isabela Philippines 17.0402 122.3880

1120 F 05 Cambium Palanan 85-140 17 02 36 N 122 22 58 E Isabela Philippines 17.0402 122.3880

1120 D 01 Leaf Palanan 85-140 17 02 36 N 122 22 58 E Isabela Philippines 17.0402 122.3880