Updated: 5/7/2026 to add highlighted section below.
Download the zip file containing the toolbox, documentation, presentation, and recorded webinar.
No one is perfect and workflows have changed. This may have resulted in data within Element Occurrences (EOs) to become out of sync with component Source Features (SFs). Let’s fix it!
The Review and Update EO Data.atbx contains a single tool to perform the following on a Source Feature working list:
- Compares Visit Dates within SF, and First Observation Date, Last Observation Date, and Survey Date within the EOs
- Comparisons include including data from Principal and Sub EOs, related to the Source Features in a Working List.
- Generates a spreadsheet containing tables of invalid dates, conflicting dates, summarized and detailed dates, and truncated surveyors for your review.
- Generates a SQL script to populate the following fields within the EO record:
- Survey Date, Last Observation Date, and First Observation date fields according to the calculated minimum and maximum dates
- Surveyors, based on Visitors
- References, based on SF References
- If Update Biotics with formatted dates? is indicated: Formatted Visit Date
- If Backpopulate SF data from EO for EOs with a single SF? is indicated:
- Visit Date: Last Observed Date
- Visit By: concatenated Surveyors
- Visit Note: EO Data
- Detected
- Representation Accuracy
- Reference(s): compares to existing SF references and populates any from EO which are missing. Only indicates Primary if single Reference.