talk · Thursday 24 September · 08:59–⁠09:12 · SAL C

From Legacy Data to FAIR Workflows: Standardising Biodiversity Collections Using Specify

Siyabonga Zamisa · Meeting Biodiversity Data Standards Using Specify Software

Recording time 1:17:48–1:30:23Open on Vimeo ↗

Summaries and key moments are machine-produced. Check the recording for the speaker’s exact words.

The short versionStandardised workflows, not just a new database, turned 11 differently managed collections into GBIF-ready data.

Overview

What this was about

Siyabonga Zamisa described how the KwaZulu-Natal Museum moved its 11 natural history collections (over 430,000 records) from Access, Excel, catalogue cards and other systems into Specify by 2019. With support from the Natural Science Collections Facility, it then developed shared workflows. He walked through a Darwin Core-based template spreadsheet used by all collections, quality checks in OpenRefine before WorkBench upload, routine specimen-versus-database QA, and a publishing pipeline through the IPT to GBIF. Before this the museum had no collections in GBIF; seven of eleven are now published.

Why it matters. This is a concrete African museum example of procedure and standards, not technology alone, driving data mobilisation, with measurable gains in publishing, cataloguing speed and loan processing.

Key ideas

In the room

  • 11 collections with over 430,000 records, the largest being Mollusca and Insecta. Previous systems included Access, Excel and Rapid, and all collections have been in Specify since 2019.
  • The problem was inconsistent practice: each collection had its own habits for capturing, tracking and sharing data, which slowed loans and data sharing.
  • A single template spreadsheet based on Darwin Core terms, with field explanations, is used across all 11 collections to ease WorkBench mapping.
  • Workflow: capture in template → data technician QC in OpenRefine → Specify WorkBench mapping and validation → upload.
  • Daily QA: randomly selected specimens are checked against their Specify records and both are corrected.
  • Publishing: Specify query export → OpenRefine QC → removal of sensitive species → IPT metadata and Darwin Core mapping → GBIF.
  • Results: from no collections in GBIF to seven of eleven, faster cataloguing and much shorter loan processing.
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Notable moments

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Transcript

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Programme abstract

From Legacy Data to FAIR Workflows: Standardising Biodiversity Collections Using Specify

Siyabonga Zamisa

The KwaZulu-Natal Museum manages eleven natural history collections supporting biodiversity research, education, and long-term preservation of African heritage. Like many institutions, historical collection data were distributed across spreadsheets, paper records, and inconsistent legacy systems, creating challenges for data quality, interoperability, specimen tracking, and data mobilisation.

To address these challenges, the museum implemented Specify as its primary collections management system. This enabled the development of standardised workflows for specimen cataloguing, accessioning, georeferencing, taxonomic management, loan tracking, image attachment, and data cleaning across eleven collections.

A major focus of implementation has been aligning institutional workflows with biodiversity informatics standards, FAIR data principles, and machine-readable data practices. Centralised data management has improved metadata consistency, reduced duplication, and strengthened quality control. Specify’s querying and export functions have also improved readiness for data sharing and publication to global biodiversity infrastructures such as Global Biodiversity Information Facility.

The museum has observed improved efficiency in data capture, transaction management, researcher support, and standardised staff training. This presentation highlights practical lessons from implementing standardised, interoperability-focused workflows within a South African museum context and demonstrates how legacy collection data can be transformed into FAIR, mobilisation-ready biodiversity datasets.

Submitted to the conference programme before the talk, so the talk itself may differ.