Updated: 2/12/2026

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:

  • 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
    • Formatted Visit Date, if Update Biotics with formatted dates? indicated

Need help? send an email to biotics@natureserve.org to submit a ticket to the Help Desk.