Date: 1/12/26 2:29 pm
From: maliadances via groups.io <maliadances...>
Subject: [pen-bird] eBIrd Best Practices Part 1 – please read and share
Dear San Mateo County Birders,

It’s January and we are excited about seeing great birds in 2026. At this time it is good to review a few *eBird Rules and Best Practices*. A complete rundown can be found here on eBird: https://support.ebird.org/en/support/solutions/articles/48000795623-ebird-rules-and-best-practices

**

I send this email out every year, but I’m making a change this year. Rather than put half a dozen or more topics in one email, I’m going to break it up into just a few topics per email in order to make these important points more easily digested. In this email, I would like to highlight:

Reporting Birds that trigger a RARE BIRD ALERT and requests that the observer provide details
•    Written Documentation
•    Uploading Photos and Audio
•    Using Merlin as documentation

*Written Documentation :* When you are prompted to provide documentation for a sighting of an unusual or rare bird, the *#1 comment to add* is *a description of the bird*. The bird’s behavior, where it was seen etc. can add depth to the record, but *a description* of what the bird looked/sounded like is the most important element. A *description* of the bird should contain field marks and defining physical or audible characteristics that helped you separate it from similar species. *Photos, audio or video are generally best for documenting a rare bird, but if quality of media does not clearly support the ID, please back up the observation with a detailed description*. Remember, the rarer the bird, the more important thorough documentation becomes. Here is an eBird help article about how to document your sightings.

https://support.ebird.org/en/support/solutions/articles/48000803130-how-to-document-your-sightings

*Photos and Audio* : eBird has made uploading photos and audio recordings easy. Media are a great way to document your sightings. However, when reporting a rare bird , checklist comments like, “ *Photos to be added”, “Photos taken” , or similar wording* is something we see all the time…….And sometimes we never get to see the photos or hear the audio. *Please don’t make these comments a permanent part of your record!!!* *Please upload your photos or audio as soon as it is convenient*. If photos or audio are poor quality, you can still upload them, but try to back them up *with a description. If you decide not to upload media, then a description is needed.* Try to *write your descriptions* with field marks/separating from similar species etc. as soon as you can *while the details are still fresh in your mind*. Don’t wait until a time too far in the future when details are fuzzy at best . *Back of Camera (BOC) photos should be replaced with the actual photos* as soon as convenient as well.

*Here are eBird help articles about uploading photos and audio.*

https://support.ebird.org/en/support/solutions/articles/48000960529-ebird-media-upload-faq

**

*Using Merlin as Documentation:* If you are using Merlin to identify a bird that gets flagged for more details, *please upload your audio recording to your checklist as soon as it is convenient*. Leaving a comment *“ID”d by Merlin” or “Sound ID” is not considered sufficient documentation* as Merlin can be accurate, but *Merlin can also be very wrong* and still needs the human element to review *suggested Identifications*. *It is always a best practice to try to see a vocalizing bird in order to get visual confirmation of the ID when possible.*

A few more notes about using Merlin to document a rare or unusual bird:
•    If birding in a group please ask folks to stop talking and try to be still while recording the vocalizing bird. We need to hear the bird!
•    Also, If you are uploading a long recording, please indicate at what minute/second  the target bird is vocalizing.
•    Please don’t add a screen shot of your audio to your checklist. We cannot listen to a screen shot. Some spectrograms may be Identifiable visually, but we really want to hear the audio.

*The following link takes you to more info such as how to prepare and upload your audio to your checklist*

https://support.ebird.org/en/support/solutions/articles/48001214056-merlin-sound-id-best-practices

*A Big Thank You to All,* for your using eBird, your continued media contributions, and documentation efforts to support rare bird sightings, You make San Mateo County eBird what it is!

*One Last Thing:* we are seeing a lot of new users on eBird. If you are new, or know someone who is new to eBird, here is a help article about Getting Started with eBird:

https://support.ebird.org/en/support/solutions/articles/48001158707-get-started-with-ebird

*For new eBirders,* I highly recommend taking the FREE eBird essentials course

https://support.ebird.org/en/support/solutions/articles/48001158707-get-started-with-ebird#Take-the-eBird-Essentials-Course

*Good Birding and Have Fun This Spring MIgration.*

*Malia DeFelice* and Team eBird-San Mateo County


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