WCA Module 06 - Taxonomy


Now that you know how to build forms, you are going to explore Wildnote’s taxonomy lists. You will explore using taxonomy lists on mobile, managing taxonomy lists with favorites, and an introduction to the wetland forms. This is yet another great way to speed up your workflow and keep you more accurate with your data collection.

Key Goals

  • Add a taxonomy question to a survey form.
  • Understand the two ways you can add taxonomy favorites.
  • List the benefits of a taxonomy list.
  • Describe an alternative to the taxonomy lists. What are the benefits and downfalls of the alternative?


All of the information you will need to complete the following exercises can be found in the reference material at the bottom of this article.

Using Taxon Lists

  1. Edit the “My Sample Form” survey to use the California Wildlife Taxonomy list for the “Species Name” question. Note, if you have completed surveys in the system you will have to delete them to change the question type.
  2. On your mobile device complete observations for the following species:

          a. Zalophus californianus / California sea-lion
          b. Vulpes vulpes / Red fox
          c. Wilsonia pusilla / Wilson’s warbler

   3. * What do you notice about the taxon list as you add more observations?

   4. * Submit a photo of the taxon list.

Managing Taxon Lists at the Project Level

  1. At the project level, set taxonomy favorites for the following species:

          a. Sciurus niger / Eastern fox squirrel
          b. Bufo canorus / Yosemite toad

  2. * What is different about setting taxonomy favorites at the project level versus setting them on your mobile device?
  3. * Name three types of meta-data that can be exported with selections from the taxonomy list.

  4. * What should you do if you notice inconsistencies in the taxonomy lists?

Wetland Forms

  1. Add the “WET-02 Arid West Region v2” survey form to your project.
  2. Simulate data collection on the form by filling out at least 3 Tree Species. Enter the species name and the Absolute % Cover. Do not complete the other fields in the repeater.
  3. Export to the report called “Wetland Determination - All Regions (PDF)."
  4. * What do you notice about the data in the “VEGETATION” section?


  1. * Signature
  2. * Date


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