How to create a NEON site checklist

Requirements:

1. You need an active account at the portal, with checklist-editing privileges. To create a new account, register clicking here. If you can't see the checklist-editing tools, request the necessary privileges to the portal managers or admins.
2. Open the reference file listing the NEON research sites geographical definitions (polygons, points and centroids).
3. Open the Google Spreadsheet that tracks all the NEON-specific checklists and their status. You need to document the changes you've made to the checklists.

Steps:

1. Login.
2. Go to user profile, find the checklist or project that will be managed.
3. Select desired checklist, click the "Checklist Administration" (A) button on the top right.
4. Click the "Description" tab, scroll to find the "Polygon footprint" block, and check if there is a polygon defined for the site.
5. If there isn't a polygon defined, go to the sites file, find research site polygon(s) and copy it (copy first or largest if there are more than one).
6. Go back to the checklist screen, click on the globe icon in the "Polygon footprint" block. A map should open. Paste the polygon into the textbox below the map, click on "Reformat coordinates button", then click on "Save coordinates" and close the map window.
7. Click on the checklist name link, click on "Manage Vouchers" (V) button on the top right.
8. In the "Edit Search Statement" block, scroll to "Collection" dropdown, and find the collection(s) where taxa and vouchers should be searched for. For instance, if you're creating a site plant list, search for "SEINet". Also select the "Search based on polygon defining checklist research boundaries" checkbox, then click the "save search terms" button.
9. Click the "Missing taxa" tab, display mode "batch linking", select taxa, submit vouchers -- IMPROVE