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Expeditions

The Expeditions module is used to organize and document field trips carried out for ornithological research. An expedition represents a defined period of fieldwork, usually involving a team of researchers, specific goals, and a geographic area. By registering expeditions, you can group surveys, captures, and observations under a common context, making it easier to track activities and results.

Open the Expeditions module in the main menu: Fieldwork → Expeditions.

Adding or editing an expedition

When creating or editing an expedition record, the following fields are available:

Field Required Description
Name Yes Short name that describes and identifies the expedition (e.g., "Pantanal 2025")
Start date Yes First day of the expedition
End date Yes Last day of the expedition
Project Project to which the expedition is linked (optional)
Description Brief description of the expedition, including objectives, target species, or study area

Best practices

  • Use clear names: Choose expedition names that are short but descriptive (region + year works well).
  • Link to projects: If the expedition is part of a larger research project, link it to ensure traceability.
  • Record accurate dates: Start and end dates are essential for organizing surveys and captures chronologically.
  • Add descriptive notes: Include objectives, target habitats, or logistical details in the description field.
  • Group related surveys: All surveys conducted during the expedition should be linked to it for consistency.

Relation to other modules

Expeditions are interconnected with several other parts of Xolmis:

  • Surveys: Each survey can be linked to an expedition, grouping sampling events under a common field trip.
  • Captures: Birds captured during an expedition are automatically associated with its surveys.
  • Projects: Expeditions can be tied to specific projects, connecting fieldwork to broader research goals.
  • Permits: Expeditions often require permits, which can be managed in the Permits module.
  • Reports: Expedition data can be summarized in reports, useful for funding agencies or institutional records.

By managing expeditions in Xolmis, you create a structured framework for organizing fieldwork, ensuring that all surveys, captures, and observations are properly contextualized within the broader research effort.