this does some of what you are looking for:
https://forum.inaturalist.org/t/using-the-field-similar-observation-set-for-linking-observations-of-lepidoptera-when-raising-on/1018
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this does some of what you are looking for:
https://forum.inaturalist.org/t/using-the-field-similar-observation-set-for-linking-observations-of-lepidoptera-when-raising-on/1018