Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: likely #8

Being led by Chrissy Garcia.

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here:

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

How are researchers using our data? Reverse engineer based on the collections research requests? What are the collections data access points researchers find most useful?

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

Sometime during the GEO OSE grant would make sense

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Scale, defining communities for paleoecology. Could include Bret Buskirk (see, for example).

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

What are the needs, what training approaches work, what don’t, what’s achievable, what isn’t, and so on. Databases, data wrangling, etc... could be related to #19

Who could be involved in leading this happy hour?

Ian Engelbrecht

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #10

**Co-led by @amillhouse and @javanveldhuizen **

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

[add text here - be as specific or vague as you like]

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

How to manage and connect specimens to archival materials has come up again and again in PDWG, most recently at the 2024-01-25 happy hour.

Who could be involved in leading this happy hour?

Jessica Utrup, possibly with Gary Motz. Could also include someone from UCMP archives, and/or someone from Biodiversity Heritage Library?

Are there any timing considerations?

Sometime in 2024

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Certificates of Insurance for fossils, e.g. when they are sent on loan for exhibit at another institution.

Who could be involved in leading this happy hour?

Christina Byrd

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

[add text here - be as specific or vague as you like]

Who could be involved in leading this happy hour?

Greg Liggett

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #5

A month or more in advance

• Determine topic (i.e. title of this issue)
• Update topic on our GitHub website here
• Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time

After the scheduled Happy Hour

• Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • To find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants
• Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

Tie into what is happening with the Coal Ball Working Group? Came up from discussion in the Pteridophyte TCN in 2023.

Who could be involved in leading this happy hour?

@ljwalker, Margaret Landis

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Revisiting preparations, including the terms we use to describe prep-related work (e.g. preservationMode, preservationMethod).

Who could be involved in leading this happy hour?

Amanda Milhouse, Jacob Van Veldhuizen

Are there any timing considerations?

Tentatively scheduled for 2024-06-13 and 2024-06-27

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Physical storage locations, including organizational schemes, digital location management in CMS, barcoding, wayfinding, etc.

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Revisiting this topic

Who could be involved in leading this happy hour?

Amanda Milhouse, Jacob Van Veldhuizen

Are there any timing considerations?

Tentatively scheduled for 2024-04-18

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here:

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #9

**Co-led by @amillhouse and @javanveldhuizen **

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #66

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

Including how repository agreements, etc.

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Make this happy hour more of a tutorial, and very beginner friendly! Could tie into work on standard implementation guides.

Who could be involved in leading this happy hour?

@ekrimmel, @hollyel, @tkarim, @ljwalker

Are there any timing considerations?

Sometime during GEO OSE makes sense

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

DiSSCo is the Distributed System of Scientific Collections, a project funded by the European Union that is kind of like their version of iDigBio.

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

What's the latest in OCR technology? How can it help us digitize, especially historic labels? Best OCR methods for handwriting, non-English language, etc.

Who could be involved in leading this happy hour?

Jessica Utrup, possibly with Nelson Rios and/or Rob Sanderson

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #7

A month or more in advance

• Determine topic (i.e. title of this issue)
• Update topic on our GitHub website here
• Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time

After the scheduled Happy Hour

• Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • To find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants
• Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

What's up with APIs and which ones are relevant to the paleo community?

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Leaves, slabs, counting, preparations, palynology, morphology/morphotypes, fossil wood histology, etc...

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Ichnofossils, including eggshells

Who could be involved in leading this happy hour?

Jacob Van Veldhuizen, with invited speaker Nic Minter, who is working on the ichnofossil treatise

Are there any timing considerations?

Thinking early 2024 (Feb 22 or Mar 7)

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

[add text here - be as specific or vague as you like]

Who could be involved in leading this happy hour?

Suzanne Mills

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #6

A month or more in advance

• Determine topic (i.e. title of this issue)
• Update topic on our GitHub website here
• Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

[add text here - be as specific or vague as you like]

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Help PDWG members gain an understanding of how GBIF interprets data provided by all of us. Consider also, how to deal with GBIF "data quality" flags.

Who could be involved in leading this happy hour?

Invite someone from GBIF - maybe John Waller?

Are there any timing considerations?

Sometime during GEO OSE makes sense

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #5

A month or more in advance

• Determine topic (i.e. title of this issue)
• Update topic on our GitHub website here
• Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time

After the scheduled Happy Hour

• Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • To find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants
• Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

How to use dwc:datasetName. Currently the primary use case is for aggregating specimens associated with a specific project.

Who could be involved in leading this happy hour?

Active in Slack discussion: @ljwalker, Kesler Randall, Jessica Utrup, Roger Burkhalter, Christina Byrd

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: N/A

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

Checklist for hosting a PDWG Happy Hour

A month or more in advance

• Determine topic (i.e. title of this issue)
• Update topic on our GitHub website here
• Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time

After the scheduled Happy Hour

• Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • To find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants
• Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers

What is your idea for a happy hour topic?

Possibly a two-part happy hour, consisting of (1) something akin to the DES symposium that @ljwalker & co did for Digital Data 2023, but tailored to paleo, and (2) a brainstorming session where PDWG discusses components of the ideal Paleo Extended Specimen. The latter ties into GEO OSE plans to draft an idealized data model for paleo specimens.

Who could be involved in leading this happy hour?

@ljwalker?

Are there any timing considerations?

Possibly could do in early 2024 (Feb 8, Feb 22, or Mar 7)

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Land ownership data includes both vocabulary and practices. Post NAPC there may be a need to revisit the fed repositories, data, land ownership...

Who could be involved in leading this happy hour?

Jessie Nakano? Jacob Van Veldhuizen

Are there any timing considerations?

Could be a good topic for summer 2024

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Special considerations for managing data related to type collections?

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Focus specifically on post-digitization data cleanup? Could include updates on what TCNs are still active.

Who could be involved in leading this happy hour?

Greg Liggett

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

What goes on a label? What should go on a label?

Who could be involved in leading this happy hour?

Amanda Millhouse

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Brainstorming for all things micro! Including forams, pollen, microverts, conodonts, etc. General desire to expand subdiscipline representation. Dovetails with preparations. Could invite Surangi Punyasena (palynologist) from PCC TCN.

Who could be involved in leading this happy hour?

Chrissy?

Are there any timing considerations?

Tentatively scheduled for 2024-04-04

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

How to discover publications, how best to use/assign DOIs or other identifiers, etc. Related to past happy hour 2020-08-27, Citing collections data.

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

This topic is about how museums are managing data for shared collections. At the specimen level, this could include a fossil with part and counterpart stored/cataloged at different institutions. On the larger scale, multiple institutions could have hundreds or thousands of specimens collected from the same locality (or by the same person). A similar situation may occur when multiple institutions have casts of an in situ fossil located elsewhere. This happy hour will be an introduction to the types of shared collections described above in order to facilitate discussion on how we manage shared data.

Relates to Little et al. talk at BioDigiCon 2022: What does digitizing fossils in situ mean for museum collections and our data ecosystem?. Also to work happening in the TDWG materialSample group.

Who could be involved in leading this happy hour?

Amanda Millhouse, Christina Byrd?, Nicole Volden?

Are there any timing considerations?

Tentatively scheduled for 2024-03-21, but could also go earlier in the year

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Specifically related to AMMP proposal

Who could be involved in leading this happy hour?

Amanda Millhouse, Christina Byrd, Vanessa Rhue

Are there any timing considerations?

Could be a good topic for summer 2024, possibly July 25 or August 9

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here:

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

Including tools developed in the past few years, discussion about how to measure or estimate locality uncertainty, etc.

Who could be involved in leading this happy hour?

[add text here - feel free to suggest yourself or others]

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

Could be related to #20

Who could be involved in leading this happy hour?

Vicky Wang

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: #67

Please note that until the end of October 2025, we have funding for Alex Cano (NMNH) to assist with happy hour logistics. In the checklist below, tasks that Alex will do are noted. Other tasks are the responsibility of the PDWG member hosting this happy hour.

A month or more in advance

• Determine topic (i.e. title of this issue)
• (Alex) Update topic on our GitHub website here
• (Alex) Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• (Alex) Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and let them know the meeting will be recorded
• (Alex) Begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time
• (Alex) Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • If necessary, after the meeting ends you can find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants

After the scheduled Happy Hour

• (Alex) Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• (Alex) Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• (Alex) On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

Checklist for hosting a PDWG Happy Hour

Is this happy hour related to any topic idea issues? If so, please link to issue(s) here: N/A

A month or more in advance

• Determine topic (i.e. title of this issue)
• Update topic on our GitHub website here
• Create a Google Doc for shared notes in the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_notes, e.g. “20240111_paleo-happy-hour_notes”
  • To create a new shared notes doc by copying one from a previous Happy Hour, go to File > Make a copy from within the previous Google Doc, then rename the new document
  • Make sure that Sharing is set to “Anyone on the internet with the link can edit”

A couple weeks in advance

• Prepare for the topic by creating presentation or activity materials, if necessary, and/or by coordinating with guest speakers

The week of

• Create a Zoom link for the Happy Hour meeting
• Send out a reminder email to [email protected] including details about (at least) the Happy Hour date, time, topic, and Zoom link
  • Example email subject: "Thursday 5/17 at noon Eastern - Paleo Data ‘Happy Hour’”
  • Example email text: “Please join us for the next biweekly Paleo Data Happy Hour on Thursday, May 17th at 12pm Eastern (UTC-5). The Zoom link for this meeting will be: [insert link]. Our theme for informal discussion this week is a working session for identifiers. In December 2020, Holly Little led a Happy Hour overview of where and why we might want to be using unique identifiers in our collections data. If you have time, reviewing the recording, notes, and/or slides [include links] from that may be useful preparation for this Happy Hour, in which we will be focusing on specific identifiers (e.g. Wikidata QIDs, WoRMS AphiaIDs, Macrostrat IDs, etc.) that work best for specific types of data (e.g. people, taxa, stratigraphic units, etc.)."
• Post a version of the reminder email to the #general channel on our Paleo Data Slack

The day of the scheduled Happy Hour

• Launch Zoom at least 5 minutes prior to the scheduled meeting time so that you can confirm Zoom is working as expected
• At the scheduled start time, welcome everyone and begin recording
• Lead or otherwise facilitate the progress of the Happy Hour, including introducing speakers (if appropriate), sharing the link to the notes document, moderating conversation, and closing the meeting on time

After the scheduled Happy Hour

• Cross check Happy Hour attendance between the shared notes self-reported attendance and Zoom; update the shared notes as needed
  • To find the attendance report in your Zoom account online, go to Reports > Usage then select the date of the Zoom meeting and look for a column called Participants
• Make the recording available by downloading an MP4 file from Zoom and uploading it to the appropriate folder of the PDWG Google Drive, e.g. 2024 Paleo Happy Hour Notes Recordings, using the naming convention of YYYYMMDD_paleo-happy-hour_recording, e.g. “20240111_paleo-happy-hour_recording”
• Update the topic on our GitHub website here by adding a link to the recording and by moving the topic down into the relevant section, e.g. from “2024 – Upcoming” to “2024 – Past”
• On the shared notes Google Doc, change the Sharing setting to “Anyone on the internet with the link can view” to better protect the document from unintentional editing in the future
• Coordinate any followup from the Happy Hour as necessary, e.g. making progress on group action items, or thanking guest speakers
• Close this issue

What is your idea for a happy hour topic?

Frame as an update from TDWG MaterialSample Task Group, plus overview on the concept now implemented, e.g. by NEON in Symbiota.

Who could be involved in leading this happy hour?

@ljwalker?, with someone from the TDWG group

Are there any timing considerations?

Sometime in 2024

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.

What is your idea for a happy hour topic?

How are we recording the history of a specimen before it makes it into the collection (preparation)? And/or how are we recording if a specimen is repaired, prepped further, etc. after curation (conservation)?

Who could be involved in leading this happy hour?

Carrie Levitt-Bussian?

Are there any timing considerations?

[add text here - e.g. needs to happen before xyz conference, after field season, ASAP, etc.]

Next steps

This issue captures a happy hour topic idea. Once you are ready to finalize an idea and put it on the PDWG happy hour schedule, please create a new issue using the Plan a happy hour template. Then, close this issue.