Protocol management

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To access the adminstration of a protocol you need the Protocol administrator right. Only an Admin of the Local portal can provide you such access, under certain conditions.

There are two ways to access administration of protocols:

  • From Main menu > Administration


If you are an administrator, go to the administration section on the left hand column (see image Administration), and scroll down to Protocol administration. Open panel and select Protocol administration (see image Protocol administration).

Administration.



Protocol administration.



  • From Main menu > Taking part > All my protocol


Go to Main menu > Taking part > All my protocols. You will see all protocols you have access to, either as an administrator or otherwise. Users with no administration rights can also can also follow this path to access protocols but they are no given all options within a protocol.

Admin protocol through All my protocol.




 



Accessing protocols


Access protocols through the Protocol panel or as if Submitting records. Visit wiki section Web interface > Local portal > Protocols > Accessing protocols for more details.

Administrators and users with appropriate rights may have additional ways to access protocol functions:

Modify protocol

Modify the protocol from

  • Submitting records, as described in wiki section Web interface > Local portal > Protocols > Accessing protocols > Modify protocol.
  • Protocol panel > Preparation and data, as described in Web interface > Local portal > Protocols > Accessing protocols > Modify protocol.
  • Protocol panel > Sites. Only available to administrators. Go to wiki section Administration > Protocol management > Sites > Edit for details.


Create protocol

Create a new protocol from

  • Submitting records, as described in wiki section Web interface > Local portal > Protocols > Accessing protocols > Create protocol.
  • Protocol panel > Sites. Only available to administrators. Go to wiki section Administration > Protocol management > Sites > +NEW to see how to do it.



Access protocol panel:
- Through Menu > Take part > All my protocols.
- Through Menu > Administration > Protocol administration > Protocol administration.

Enter data:
- Through Protocol panel > Preparation and data > Add observations.
- Through Submitting records. See wiki section Web interface > Protocols > Accessing protocols > Entering data for details.

Modify protocol:
- Through Protocol panel > Preparation and data > Modify the protocol, or Protocol panel > Sites > Edit.
- Through Submitting records. See wiki section Web interface > Protocols > Accessing protocols >Modify protocol for details.

Create protocol:
- Through Protocol panel > Sites > +NEW.
- Through Submitting records. See wiki section Web interface > Protocols > Accessing protocols >Create protocol for details.



 

Preparation and data


Protocols. Preparation and data..png

Protocols. Preparation and data.


Identical section to the one of Waterbird Census Protocol, we took as an example, available to registered users with rights. It allows printing maps and entering observations. See wiki section Web interface > Protocols > 'Protocol name' > Preparation and data for more information.

 

Sites


CREATE A NEW SITE:



Protocols. Sites..png

Protocols. Sites.


List of all existing sites allowing a protocoled data entry (here as an example, the Waterbird census). Use arrows under titles to alternate between ascending and descending order (see image as an example).

WBC list of sites.png

Protocols. Existing sites.

Reference name: Official name given to the study site. This is given by an administrator or user with special rights.
Custom name: A different name under which the same place may be also known, or a name easier for the user. This can be set by the user allowed for that site himself.
Reference locality: Name of the location all observations from the protocol will be associated to.
Municipality: Municipality the locality belongs to.
Altitude: Altitude associated to the locality.


 

1. Search

Reduce list by typing the name of a site, Locality, Municipality , or part of it, and click SEARCH.

When a filter is applied and you want to desactivate it, click on DISPLAY ALL.

2. Search

Select page number and/or number of items per page.

3. Details

Click to see details of selected site.

4. Edit

Click to edit details of selected site.

5. New site

Create a new site.

1. Click + NEW under the list. Select the site as if entering an observation (see wiki section Web interface > Submitting records if necessary) and choose the new option: Create a protocoled census - 'Name of the Protocol' (here Waterbird census, see image below).


Draw waterbird polygon.png

Creating a new site for Waterbird census protocol.


2. Enter a name for the new site.


Name a new WBC site.png

Naming a new Waterbird census site.

Name of reference locality: Location under which all observations of the protocol will be associated to. It is created by the administrator when creating a new protocol site and cannot be changed afterwards.
Reference name: Type a name for the new site. It can be a real name or a code, and consist on letters, numbers or a combination of both.
Custom name: Type an additional name to the site if known. This name can be changed afterwards by the end user allocated to that site.


 

3. Either:
  • Draw polygon, transect or point as explained in wiki section Web interface > Geometry editor or,
  • Import shapefile:


2023-03-14 Importing a plygon shapefile.png

Importing a polygon shapefile.

1. Choose datum and
2. upload the file.
3. When done, click IMPORT.


After a new polygon, transect or point is created, it is possible to export it as a shapefile to use in the future or modify. Click on the file icon under the Polygon (Point, Line or Bounding box) section (see image below, encircled). If necessary, modify it and IMPORT as explained above.


Save shapefile of new WBC site.png

Saving the shapefile of a newly created site.


4. When the new site is ready you have three options:
SAVE AND STAY to save the site and continue making changes, or
SAVE AND ADD A RECORD to save and start entering observations or
DELETE SITE if needed. Note: That option is only available as long no data are linked to that site.


The new site is now created and saved (indicated at the top of the page). You have now the option to delete the newly created site if necessary (see image Deleting a newly created site). Otherwise, go anywhere in the page or start the whole process to create other sites without loosing the new one.


 

User/Site


Protocols. User-Site..png

Protocols. User/Site.


From the "Name of the protocol (for example Waterbird Census Protocol)" menu, select User / Site to assign users to study sites.

Access to sites

List of observers allowed to conduct "Name of the protocol (for example Waterbird Census Protocol)" and the site/s they are assigned to. Use arrows on columns to alternate between ascending and descending order (see image as an example).

WBC Access to sites.png

Protocols. Access to sites.

User name: Name, email address and user number of observer.
Reference name: Reference name of the "Name of the protocol (here Waterbird Census Protocol)" site (local official one).


1. Search

Reduce list by typing the name of a site, user, or part of it, and click SEARCH.

When a filter is applied and you want to deactivate it, click on DISPLAY ALL to see the full list.

2. Page and items

Select page number and/or number of items per page. Count indicate the total of items found for the search.

Capture 2023-09-14 at 15.50.31.png

Detail for choosing page, item/page


3. Details

See details of observers and their assigned site.

2023-03-17 WBC User-site details.png

Protocols. User/site Details.

User name: Observer name, email address and local site user number.
Reference name: Name of site the observer has right to survey for the "Name of the protocol (here Waterbird Census Protocol)" .
Custom name: Additional name under which the site is also known.
8. BACK: Go back to main list.
4. EDIT: See Edit subsection below.
5. DELETE: Revoque observer's right to survey this site for the "Name of the protocol (here Waterbird Census Protocol)" .


4. Edit

Modify the user assigned to this site, or the site assigned to this user.

Capture 2023-05-25 at 9.10.26.png

Protocols. Editing User/site.

10. Modify observer assigned to this site. Start typing the name of the new observer (a) and choose from the expandable panel (b).
11. Modify site assigned to the observer. Start typing the name of the new site (a) and choose from the expandable panel (b).
8. BACK: Go to previous screen without saving changes.
9. MODIFY: Save changes.


5. Delete

Revoque the user's right to survey this site for the "Name of the protocol (here Waterbird Census Protocol)" .

6. EXPORT

Export list as a .txt file.

7. + NEW

Grant rights to observer to conduct "Name of the protocol (here Waterbird Census Protocol)" census on designated sites.

Capture 2023-03-22 .png

Protocols. Adding new user to site.

10. Select observer to grant access to a certain site. Start typing the name of the new observer (a) and choose from the expandable panel (b).
11. Select site to be assigned to the observer. Start typing the name of the new site (a) and choose from the expandable panel (b).
8. BACK: Go to previous screen without saving changes.
12. ADD: Save new addition.


Administration users rights

List of users and administrators with access to the "Name of the protocol (here Waterbird Census Protocol)" . Use arrows on columns to alternate between ascending and descending order (see image as an example).

2023-03-20 Administration user's rights protocols.png

Users and administrators of protocol (in this example, Waterbird census protocol).


1. Search

Reduce list by typing the name of a right, a user, or part of it, and click SEARCH.

When a filter is applied, to deactivate it, click on DISPLAY ALL.

2. Search

Select page number and/or number of items per page.

3. Details

See the rights granted to the selected observer.

2023-03-21 Sites-users, users rights, details.png

Protocols. Rights details.

Number: This is for Biolovision's internal use.
User name: Name, e-mail and local site user number of the user receiving the right.
Right granted: Right the selected user is granted to.
8. BACK: Go back to main list.
4. EDIT: See Edit subsection below.
5. DELETE: Revoque observer's right to survey this site for the "Name of the protocol (here Waterbird Census Protocol)" .


4. Edit

Modify the rights granted to an observer.

2023-03-21 user rights edit.png

Protocols. Editing rights.

10. Modify observer assigned to this right. Start typing the name of the new observer (a) and choose from the expandable panel (b).
11. Modify rights assigned to the observer. Start typing the name of the new right (a) and choose from the expandable panel (b).
8. BACK: Go to previous screen without saving changes.
9. MODIFY: Save changes.


5. Delete

Revoque the user's right to survey this site for the "Name of the protocol (here Waterbird Census Protocol)" .

6. + NEW

Add a new right to an observer.

2023-03-21 user-sites new right.png

Protocols. Adding new right.

10. Select observer to grant a right. Start typing the name of the new observer (a) and choose from the expandable panel (b).
11. Select right to be assigned to the observer. Start typing the name of the new right (a) and choose from the expandable panel (b).
8. BACK: Go to previous screen without saving changes.
12. ADD: Save new addition.


7. Protocol administrators

List of administrators of "Name of the protocol (here Waterbird Census Protocol)" and their email addresses.

 

Settings


Protocols. Settings..png

Protocols. Settings.


Set protocol parameters.

Species list


    Parametring a species list helps users to report all species of the protocol without forgetting any. It is faster for the user to enter records in the field because they only have to fill the number of individuals for mandatory species.
    Please take time as an administrator to fill this section before the fieldwork season starts.

    An extended list is useful if you want to add interesting but not mandatory species to a report.



List of species designated as part of a basic or an extended list. If no species are designated as part of any list, the section appears empty but users are still asked to indicate which list they are using. Use arrows under titles to alternate between ascending and descending order (see image as an example).

2023-03-26 WBC lists.png

Protocols. Species list.

Species: list of species selected to survey.
Extended species list?: species belonging to an extended species list.
Order: order of appearance.


See Ending the list in NaturaList to know the difference between a basic, an extended and a complete list.



1. Search

Reduce list by typing the name of a species, or part of it, and click SEARCH.

When a filter is applied, to deactivate it, click on DISPLAY ALL to see the full list.

2. Page and items

Select page number and/or number of items per page. Count indicate the total of items found for the search.

Capture 2023-09-14 at 15.50.31.png

Detail for choosing page, item/page


3. Details

See name of species, their assigned order in the list and to which type of list they belong.

2023-03-26 WBC lists details.png

Protocols. Details of Species list.

Species: species selected for details display or editing.
Extended species list?: Yes: species belong to extended species list / No: species belong to basic list.
See Ending the list to know the difference between a basic, an extended and a complete list.
Order: order of appearance.
7. BACK: Go to previous screen.
4. EDIT: See edit subsection below.
5. DELETE: Delete species from the list.


 

4. Edit

Modify details for the selected species.

2023-03-26 WBC edit species list.png

Protocols. Editing species lists.

10. Species: Modify, if necessary, the name of the species (10a) and select from the expandable menu (10b).
11. Extended species list?: Choose if the species will be part of an extended list (YES) or a basic list (NO).
12. Order: Type the order in which the selected species will appear in the list.
13. BACK: Go back to previous screen without saving.
14. MODIFY: Save changes.


5. Delete

Delete the species from the list.

6. NEW

Add a new species to the list.

2023-03-26 WBC add new species.png

Protocols. Adding a new species to the list.

10. Species: Start typing the name, or part of the name, of the species (10a) and select from the expandable menu (10b).
11. Extended species list?: Choose if the species will be part of an extended list (YES) or a basic list (NO).
12. Order: Type the order in which the selected species will appear in the list.
13. BACK: Go back to previous screen without saving.
15. ADD: Add the list species to the list.


    NOTE:
    Even when no species are designated as a basic or an extended list (this section remains empty), users are still asked to indicate which list they follow.
    We recommend to define these lists to avoid confusion and misunderstandings among users.



Parameters describing the protocol

List of all parameters describing the protocol and their current status. Parameters are protocol dependent.


Parameters


Shows the status of the Free area tool parameter for the "Name of the protocol (here Waterbird Census Protocol)" :


When active, it allows both users and administrators to see polygons that have not yet been assigned to an observer. Users can ask to be assigned to a site. See wiki section Web interace > Free area tool for details.

2023-03-27 WBC free area tool.png

Protocols. Free area tool.


1. Details


2023-03-27 Free area tool details.png

Protocols. Free area tool details.

BACK: Go back to previous screen.
EDIT: Modify details. See subsection Edit below.


2. Edit


2023-03-27 WBC edit free area tool.png

Protocols. Editing free area tool.


Change status if necessary and click:

  • BACK to go to previous screen without saving changes, or
  • MODIFY to save changes.


When the Free area tool is active, administrators have a few more options than regular users when accessing the Free area tool as a user:


 

Shortcuts group


List of existing shortcut groups for this protocol.

1. Search

Reduce list by typing the name of the Shortcut group, or part of it, and click SEARCH.

2. Page and items

Select page number and/or number of items per page. Count indicates the total amount of items found for the search.

Capture 2023-09-14 at 15.50.31.png

Detail for choosing page, item/page


3. Details

See details for the selected group.

4. Edit

Edit selected shortcut group.

5. Delete

Delete shortcut group.

6. NEW

Create a new group.

 

Shortcuts


List of species for which a shortcut exists.

Capture 2023-09-14 at 16.09.54.png

Shortcuts in protocol administration part

Species: Name of species.
Shortcuts group: Name of the shortcuts group.
Color code: Colour associated to this species. User may change it in NaturaList afterwards.
Order: Order this species shortcut will appear in relation to other species shortcuts in the same group.


1. Search

Reduce list by typing the name of the group, or part of it, and click SEARCH.

2. Page and items

Select page number and/or number of items per page. Count indicates the total of items found for the search.

Capture 2023-09-14 at 15.50.31.png

Detail for choosing page, item/page


3. Details

See details for the selected group.

4. Edit

Edit selected shortcut group.

5. Delete

Delete shortcut group.

6. NEW

Create a new group.

BACK: Go to previous screen without saving.
ADD: Add the new species to the list.


Species: Type the name, or part of the name, of the new speies on the left hand field and select from the expandable menu on the right.


Shortcuts group: Type the name of the group, or part of it, on the righthand field, and select it from the expandable menu on the left hand field.


Color code: Select a colour to associate to this shortcut. Users may change it in NaturaList afterwards.


Order: Type a number to indicate in which position this shortcut will appear in relation to other shortcuts in the same shortcuts group.


 

Check data


Protocols. Check data..png

Protocols. Check data.


Visualise a summary of survey data.

2023-03-30 WBC check data general.png

Protocols. Check data.


1. Graphs

Scroll down to see all graphs:

Number of censuses: number of censuses per year from last years to present.
Census duration: total number of hours of survey per year, from last years to present.
Average census time: average number of minutes per survey.


2. Site / Observer

Select a site and/or an observer from the expandable menu. Type the name, or part of it, if nedeed to reduce the list of options. If only a site is observed, you will see surveys from all observers; if only an observer is selected, you will see all sites the observer has access to. See image below as an example of its results.

2023-03-30 WBC check data site-observer.png

Protocols. Check data by selecting site and/or observer.


Place pointer on any coloured square to display date of survey and number of species recorded. Click on any date to display a list of species recorded on a new window.

The color is linked to the number of species counted during the census.

White: = 0 specie

Red : =1 specie

Orange to Yellow to Green: 11 level of colors according the number of species between 1 to 20.

Green: = or >20 species

3. Period / Site

Select a count period and a region from the expandable menu to see surveys at the selected period and site. See image Waterbird census protocol. Check data by selecting site and/or observer as an example of results.

4. Sites without data

Select a count period and a region from the expandable menu. A list will show all sites without data for the selected period and observers assigned to each of the listed sites. Click on any observer's name to access their personal card. Check the e-mail cell (image below, A) to send a message to the observer/s at the site; or check check all on top (image below, B) to send a general message to all observers at all sites.

2023-03-30 WBC send mail empty census.png

Protocols. E-mail observers of empty censuses.


A message template is shown below the list, along with the email addresses receiving this message (see image below). Change recepients by selecting a new study site from the list above. Send it as it is or type a message in the designated area to personalise it. When done, click SEND THE REQUESTS to send the message.

2023-03-30 WBC emails.png

Protocols. Sending emails about empty sites.

5. Type message to personalise email.
6. Message recipients.


 

Report


Protocols. Report..png

Protocols. Report.


Visualise pooled results from surveys.

2023-03-27 WBC report, filters.png

Protocols. Filtering results.


1. Filter dates

Select the starting and ending date using the expandable calendar on the right or typing directly dd.mm.yyyy in the corresponding field.

2. Temporal aggregation

Select aggregating criteria from the expandable menu on the right. Options are:

Day: Shows results per day. This is the default option.
Pentad: Shows results in groups of five days.
Week: Shows results per week.
Decade: Shows results in groups of ten days.
Month: Shows results per month.
Year: Shows results per year.


3. Spatial aggregation

Select spatial aggregating criteria from the expandable menu on the right. Options are:

Country: Results are grouped per area covered by the local portal. If the portal only covers part of the country, only this part is considered; if the local portal covers the whole country, all the country is considered.
Canton: Cantons are country-specific administrative defined areas. Their official name differs from country to country: Kreis, province, district, commarca, county, and so on.
Municipality: Municipality, like a canton, is an area administratively defined and country specific.
Supersite: A supersite is a place that includes many other localities, and can only be used if it was previously created.
Place: A place is a group of Localities (see below) linked together within the protocol. It is either represented on the map by a yellow dot or hidden. For example, in STOC EPS census, one may have different point counts in a square. Each of the points represents a Locality, but the square with all the points is a Place. Do the search accordingly. Note sometimes Place and Locality are the same. For example, in the Common breeding bird survey, a Locality represents a transect, and there is only one transect per square.
Locality: A Locality is the exact location a survey takes place. It may represent a point, a transect or a polygon, depending on the study, and it is represented on the map as a dot.


4. Visualisation
SHOW: See results on screen, or
EXPORT: Download results on an excel file.


2023-04-03 WBC report results.png

Protocols. Report results.

2. Temporal aggregation: Show total numbers of individuals of the specie indicated under the first column (5) In this example, the aggregation is per week. Weeks with no data, remain empty. Use the horizontal bar at the bottom to scroll through all results.
3. Study site name: Results aggregated by place. In this example, by locality. All study sites at the selected locality appear separately. Use the vertical bar on the right to scroll through all results.
5. List of species: List of species registered at each site.


 

Map


Protocols. Map..png

Protocols. Map.


Display the area map by site.

Capture 2023-09-14 at 16.45.45.png

Map.


It displays the statistics and information for the selected area:

1: Select area

2: Point displayed

3: pink point = areas where polygons are

4: statistics concerning the area displayed.

Select the site and see details as explained in wiki section Web interface > Protocols >"Name of the protocol "(here Waterbird census protocol) > Map.

Functions in section 4 of image "Protocols. Links for administrators". are different from those of non-administrators.

2023-05-17 WBC Map links.png


Links for the polygon

Place the pointer on icons to see the meaning of each of them.

Capture 2023-09-14 at 17.00.49.png
Add observations: Add further observations to this site or any other as described in wiki section Web interface > Protocols > Preparation and data > Add observations.


Capture 2023-09-14 at 17.01.58.png
All site data: See all records associated to the site. From this screen (see image below) you can access other data as in the Search engine tool.


2023-03-29 WBC map add observations.png

Protocols. Adding observations to a polygon.


Capture 2023-09-14 at 17.03.14.png
List of records to be checked: See all records associated to the site needing verification.


Links for the square

Place the pointer on icons to see the meaning of each of them.

Capture 2023-09-14 at 17.04.48.png
Modify the protocol: Modify the protocol as described in wiki section Web > Protocols > Preparation and data > Modify the protocol.


Capture 2023-09-14 at 17.01.58.png
All site data: See all records associated to the site. From this screen (see image Waterbird census protocol. Adding observations to a polygon) you can access other data as in the Search engine tool.


Capture 2023-09-14 at 17.03.14.png
List of records to be checked: See all records associated to the site needing verification.


Capture 2023-09-14 at 17.06.09.png
Data visualisation: See all protocols associated to this site as in Web interface > Protocols > "Name of the protocol" (here Waterbird protocol) Browse observations.


Capture 2023-09-14 at 17.06.55.png
Results: See results as described in wiki section Web interface > Protocols > Preparation and data > Results.




[Top]


Waterbird census

WATERBIRD

Waterbird census protocol. Administration menu.




WATERBIRD Preparation and data


Waterbird census protocol. Preparation and data.



Identical section to the one available to registered users with rights to the Waterbird Census Protocol. It allows printing maps and entering observations. See wiki section Web interface > Protocols > Waterbird protocol > Preparation and data for more information.

WATERBIRD Sites


CREATE A NEW SITE:



Waterbird census. Sites.



List of all existing sites allowing a Waterbird census.

Visit wiki section Web interface > Protocols > Sites for more information.

WATERBIRD User/Site


Waterbird census. User/Site



From the Waterbird census menu, select User / Site to assign users to study sites.

WATERBIRD Access to sites

List of observers allowed to conduct Waterbird census protocols and the site/s they are assigned to. Use arrows on columns to alternate between ascending and descending order (see image as an example).

Waterbird census protocol. Access to sites.

User name: Name and email address of observer.
Reference name: Name of the Waterbird census site.


1. Search

Reduce list by typing the name of a user, reference name site or part of it, and click SEARCH.

When a filter is applied and you want to desactivate it, click on DISPLAY ALL.

2. Search

Select page number and/or number of items per page.

3. Details

See details of observers and their assigned site.

Waterbird census protocol. User/site Details.

User name: Observer name and email address.
Reference name: Name of site the observer has right to survey for the Waterbird census protocol.
Custom name: Additional name under which the site is also known.
8. BACK: Go back to main list.
9. EDIT: See Edit subsection below.
10. DELETE: Revoque observer's right to survey this site for the Waterbird census protocol.


4. Edit

Modify the user assigned to this site, or the site assigned to this user.

Waterbird census protocol. Editing User/site.

11. Modify observer assigned to this site. Start typing the name of the new observer (a) and choose from the expandable panel (b).
12. Modify site assigned to the observer. Start typing the name of the new site (a) and choose from the expandable panel (b).
13. BACK: Go to previous screen without saving changes.
14. MODIFY: Save changes.


5. Delete

Revoque the user's right to survey this site for the Waterbird census protocol.

6. EXPORT

Export list as a .txt file.

7. + NEW

Grant rights to observer to conduct Waterbird census on dessignated sites.

Waterbird census protocol. Adding new user to site.

11. Select observer to grant access to a certain site. Start typing the name of the new observer (a) and choose from the expandable panel (b).
12. Select site to be assigned to the observer. Start typing the name of the new site (a) and choose from the expandable panel (b).
13. BACK: Go to preious screen without saving changes.
15. ADD: Save new addition.



WATERBIRD Administration users rights

List of users and administrators with acces to the Waterbird census protocol. Use arrows on columns to alternate between ascending and descending order (see image as an example).

Users and administrators of Waterbird census protocol.



1. Search

Reduce list by typing the name of a user, of a right or part of it, and click SEARCH.

When a filter is applied and you want to deactivate it, click on DISPLAY ALL.

2. Search

Select page number and/or number of items per page.

3. Details

See the rights granted to the selected observer.

Waterbird census protocol. Rights details.

Number: File number.
User name: Name of the user receiving the right.
Right granted: Right the selected user is granted.
8. BACK: Go back to main list.
9. EDIT: See Edit subsection below.
10. DELETE: Revoque observer's right to survey this site for the Waterbird census protocol.


4. Edit

Modify the rights granted to an observer.

Waterbird census protocol. Editing rights.

11. Modify observer assigned to this site. Start typing the name of the new observer (a) and choose from the expandable panel (b).
12. Modify site assigned to the observer. Start typing the name of the new site (a) and choose from the expandable panel (b).
13. BACK: Go to previous screen without saving changes.
14. MODIFY: Save changes.



5. Delete

Revoque the user's right to survey this site for the Waterbird census protocol.

6. + NEW

Add a new right to an observer.

Waterbird census protocol. Adding new right.

11. Select observer to grant access to a certain site. Start typing the name of the new observer (a) and choose from the expandable panel (b).
12. Select site to be assigned to the observer. Start typing the name of the new site (a) and choose from the expandable panel (b).
13. BACK: Go to preious screen without saving changes.
15. ADD: Save new addition.



7. Protocol administrators

List of administrators of Waterbird census protocol and their email addresses.

WATERBIRD Settings


Waterbird census. Settings.



Set protocol parameters.

WATERBIRD Species list


List of species designated as part of a basic or an extended list. If no species are designated as part of any list, the section appears empty but users are still asked to indicate which list they are using. Use arrows under titles to alternate between ascending and descending order (see image as an example).

Waterbird census protocol. Species list.

Species: list of species to survey.
Extended species list?: species belonging to an extended species.
Order: order of appearance.

See Ending the list to know the difference between a basic, an extended and a complete list.



1. Search
Reduce list by typing the name of a specie or part of it, and click SEARCH. When a filter is applied and you want to deactivate it, click on DISPLAY ALL.


2. Search

Select page number and/or number of items per page.

3. Details

See name of species, their assigned order in the lis and to which type of list they belong.

Waterbird census protocol. Details of Species list.

Species: list of species to survey.
Extended species list?: species belonging to an extended species.
See Ending the list to know the difference between a basic, an extended and a complete list.
Order: order of appearance.
7. BACK: Go to previous screen.
4. EDIT: See edit subsection below.
5. DELETE: Delete species from the list.


4. Edit

Modify details for the selected species.

Waterbird census protocol. Editing species lists.

8. Species: Modify, if necessary, the name of the species (10a) and select from the expandable menu (10b).
9. Extended species list?: Choose if the species will be part of an extended list (YES) or a basic list (NO).
10. Order: Type the order in which the selected species will appear in the list.
7. BACK: Go back to previous screen without saving.
11. MODIFY: Save changes.


5. Delete

Delete the species from the list.

6. NEW

Add a new species to the list.

Waterbird census protocol. Adding a new species to the list.

8. Species: Start typing the name, or part of the name, of the species (10a) and select from the expandable menu (10b).
9. Extended species list?: Choose if the species will be part of an extended list (YES) or a basic list (NO).
10. Order: Type the order in which the selected species will appear in the list.
7. BACK: Go back to previous screen without saving.
12. ADD: Add the list species to the list.


    NOTE:
    Even when no species are dessignated as a basic or an extended list (this section remains empty), users are still asked to indicate which list they follow.
    We recommend to define these lists to avoid confusion and misunderstandings among users.



WATERBIRD Parameters describing the protocol

List of all parameters describing the protocol and their current status. Use arrows under titles to alternate between ascending and descending order (see image as an example).

Waterbird census protocol. Settings.



1. Search

Select page number and/or number of items per page.

2. Active?

Indicates if the user will be asked to provide information about the corresponding parameter.

3. Mandatory?

Indicates if it will be mandatory to provide information regarding this parameter.

4. Order

Order in which the different parameters will appear at the beginning of the protocol.

5. Details

See details associated to the selected parameter.

Waterbird census protocol. Parameters display.

BACK: Go to previous screen.
EDIT: Edit. See corresponding sub-section below.


6. Edit

Modify settings for the selected parameter.

Waterbirds census protocol. Editing parameter settings.

8. Select if the user will be asked to provide information about the corresponding parameter.
9. Select if it will be manatory to provide information regarding this parameter.
10. Type the order in which the parameter will appear at the beginning of the protocol.
BACK: Go ack to the previous screen without saving changes.
MODIFY: Save changes to the parameter.


7. Parameters

List of all possible parameters in Waterbird census protocols.

Comment
Allows user to enter a comment if necessary.


Important changes
Allows indicating if there have been major changes since last visit.


Additional observer
Space to indicate if the observer has been accompanied by someone whose observations were also recorded.


Ice
Indicates the percentage of water surface that is frozen. Options are:
no ice
0 - 10 %
10 - 50 %
50 - 90 %
90 - 100 %
100 %
Unknown


Snow coverage
Indicates the proportion of snow cover. Options are:
no snow
partly covered
completely covered
Unknown


Count type
User should choose one the options:
roost count
during day


Count method
The user indicates how they conducted the survey. Only one option is possible. Options are:
at ground
on airplane
on ship
other
unknown


Optical equipment
The user should indicate the equipment used for the survey. Only one option is possible. Options are:
None
Telescope
Binoculars
Unknown


Coverage
Serves to indicate how much of the designated polygon is covered in the survey. The user chooses between:
Partly
Complete
Unknown


Water level
Indicates the water level. Options are:
Dry / Empty
Low
Normal
High
Unknown


Visibility
Approximate distance within which it is possible to identify species. Options are:
0-100 m
100-300 m
300-1000 m
≥ 1000 m
Unknown


Waves
Provides information about the waves. Options are:
None
Small
Moderate
With crests
Unknown


Conditions in general
The user estimates how are surveying conditions overall regarding weather and disturbances, and indicate on next section the reason if surveying
conditions are not good. Options are:
Good / Normal
Moderate
Bad / heavely influenced
Unknown


Reason(s) for moderate / bad conditions
If general conditions indicated above were noot good,
clicking the yellow field the user opens an expandable menu and chooses the reason. Only one option is possible:
Fog
Rain
Wind
Hunting
Fishing
Sport
Mixed (weather)
Mixed (human)
Others


Count payed
The user can indicate if the count is payed for or not. Only options are
Yes
No


Number of persons on shore
The user can type the number of persons on shore.


Number of rowing boats
The user can type the number of rowing boats.


Number of motor boats
The user can type the number of motor boats.


Number of sailing boats
The user can type the number of sailing boats.


Number of canoes/kayaks
The user can type the number of canoes/kayaks.


Number of fishing boats
The user can type the number of fishing boats.


Number of sports divers
The user can type the number of sports divers.


Number of surfers
The user can type the number of surfers.


Additional observers
The user can indicate the name of other observers participating in the data collection.


Important changes since last count?
The user can indicate if there has been any major change since their previous count, for example, some disturbance like noise or construction.


Record the trace
By checking a cell, the user can have their track recorded.


Hide all records from the public
By checking the cell, the user hides all observations from the public. The observer an protocol administrators will always see them.


No species were seen
Allows the user to indicate if despite visiting the site and following the guidelines, there were no records.


WATERBIRD Parameters


Shows the status of the Free area tool parameter for the Waterbird census protocol:

  • YES: Free area tool is active.
  • NO: Free area tool is inactive.


When active, it allows both users and administrators to see polygons that have not yet been assigned to an observer. Users can ask to be assigned to a site. See wiki section Web interace > Free area tool for details.

Waterbird census protocol. Free area tool.



1. Details


2023-03-27 Free area tool details.png

BACK: Go back to previous screen.
EDIT: Modify details. See subsection Edit below.


2. Edit


Waterbird census protocol. Editing free area tool.



Change status if necessary and click:

  • BACK to go to previous screen without saving changes, or
  • MODIFY to save changes.


WATERBIRD Check data


Waterbird census. Check data.



From the Waterbird census menu, select Check data to visualise a summary of survey data.

Waterbird census protocol. Check data.



1. Graphs

Scroll down to see all graphs:

Number of census: number of census per year from 2012 to present.
Census duration: total number of hours of survey per year, from 2010 to present.
Average census time: average number of minutes per survey.


2. Site / Observer

Select a site and/or an observer from the expandable menu. Type the name, or part of it, if nedeed to reduce the list of options. If only a site is observed, you will see surveys from all observers; if only an observer is selected, you will see all sites the observer has access to. See image below as an example of its results.

Waterbird census protocol. Check data by selecting site and/or observer.



Place pointer on any coloured square to display date of survey and number of species recorded. Click on any date to display a list of species recorded on a new window.

3. Period / Site

Select a count period and a region from the expandable menu to see surveys at the selected period and site. See image Waterbird census protocol. Check data by selecting site and/or observer as an example of results.

4. Sites without data

Select a count period and a region from the expandable menu. A list will show all sites without data for the selected period and observers assigned to each of the listed sites. Click on any observer's name to access their personal card. Check the e-mail cell (image below, A) to send a message to the observer/s at the site; or check check all on top (image below, B) to send a general message to all observers at all sites.

Waterbird census protocol. E-mail observers of empty census.


A message template is shown below the list, along with the email addresses receiving this message (see image below). Change recepients y selecting a new study site from the list above. Send it as it is or type a message on the designated area to personilse it. When done, click SEND THE REQUESTS to send the message.

Waterbird census protocol. Sending emails about empty sites.

5. Type message to personalise email.
6. Message recipients.


WATERBIRD Report


Waterbird census. Report.



From the Waterbird census menu, select Report to visualise pooled results from surveys.

Waterbird census protocol. Filtering results.



1. Filter dates

Select the starting and ending date using the expandable calendar on the right.

2. Temporal aggregation

Select aggregating criteria from the expandable menu on the right. Options are:

Day: Shows results per day. This is the default option.
Pentad: Shows results in groups of five days.
Week: Shows results per week.
Decade: Shows results in groups of ten days.
Month: Shows results per month.
Year: Shows results per year.


3. Spatial aggregation
Select spatial aggregating criteria from the expandable menu on the right. Options are:
Country: Results are grouped per area covered by the local portal. If the portal only covers part of the country, only this part is considered; if the local portal covers the whole country, all the country is considered.
Kanton: Kantons are country-specific administrative defined areas. Their official name differs from country to country: Kreis, province, commarca, county, and so on.
Municipality: Municipality, like kanton, is an area administratively defined and country specific.
Supersite: A supersite is a place that includes many other localities, and can only be used if it was previously created.
Place: A place is a group of Localities (see below) linked toghether within the protocol. It is either represented on the map by a yellow dot or hidden. For example, in STOC EPS census, one may have different point counts in a square. Each of the points represents a Locality, but the square with all the points is a Place. Do the search accordingly. Note sometimes Place and Locality are the same. For example, in the Common breeding bird survey, a Locality represents a transect, and there is only one transect per square.
Locality: A Locality is the exact location a survey takes place. It may represent a point, a transect or a polygon, depending on the study, and it is represented on the map as a dot.


4. Visualisation
SHOW: See results on screen, or
EXPORT: Download results on an excel file.


Waterbird census protocol. Report results.

2. Temporal aggregation: Results aggregated by time. In this example, per week. Weeks with no data, remain empty. Use the horizontal bar at the bottom to scroll through all results.
3. Spatial aggregation: Results aggregated by place. In this example, by locality. All study sites at the selected locality appear separately. Use the vertical bar on the right to scroll through all results.
5. List of species: List of species registered at each site.


WATERBIRD Map


Waterbird census. Map.



Select the site and see details as explained in wiki section Web interface > Protocols > Waterbird census protocol > Map.

Functions in section 4 are different from those of non-administrators.

Waterbird census protocol. Links for administrators.



Links for the polygon

Place the pointer on icons to see the meaning of each of them.

Add observations: Add further observations to this site or any other as described in wiki section Web interface > Protocols > Preparation and data > Add observations.


All site data: See all records associated to the site. From this screen (see image below) you can access other data as in the Search engine tool.


Waterbird census protocol. Adding observations to a polygon.



List of records to be checked: See all records associated to the site needing verification.


Links for the square

Place the pointer on icons to see the meaning of each of them.

Modify the protocol: Modify the protocol as described in wiki section Web > Protocols > Preparation and data > Modify the protocol.


All site data: See all records associated to the site. From this screen (see image Waterbird census protocol. Adding observations to a polygon) you can access other data as in the Search engine tool.


List of records to be checked: See all records associated to the site needing verification.


Data visualisation: See all protocols associated to this site as in Web interface > Protocols > Waterbird protocol Browse observations.


Results: See results as described in wiki section Web interface > Protocols > Preparation and data > Results.


[Top to Protocols]
[Top to Waterbird census]

Private territory mapping

OTHER_MAPPING

Private territory mapping records breeding birds within a pre-determined polygon. Data can only be entered through NaturaList.

Private territory mapping. Admin menu.




OTHER MAPPING Preparation and data


Private territory mapping. Preparation anda data.



Identical section to the one available to registered users with rights to the Private territory mapping. See wiki section Web interface > Protocols > Private territory mapping > Preparation and data for more information.

OTHER MAPPING Sites


CREATE A NEW SITE:



Private territory mapping. Sites.



List of all existing sites allowing a protocoled data entry.

Visit wiki section Web interface > Protocols > Sites for more information.

OTHER MAPPING User/Site


Private territory mapping. User/Site.



From the Private territory mapping menu, select User / Site to assign users to study sites.

Visit wiki section Web interface > Protocols > User/Site

OTHER MAPPING Settings


Private territory mapping. Settings.



Set protocol parameters. Parameters and protocol dependent, see section [[ ]] below for parameters refering to Private territory mapping.

Visit wiki section Web interface > Protocols > Settings for general information.

OTHER MAPPING Species list


Create a list of species to survey. This protocol only accepts a list.

Visit wiki section Web interface > Protocols > Settings > Species list on how to do it.

OTHER MAPPING Parameters describing the protocol


List of all parameters describing the protocol and their current status. Private territory mapping does not have any specific parameters; a surveyor will only be asked:

  • Comments: Users may enter comment.
  • Record the trace: Users can choose to record the trace. See wiki section Mobile interface > Protocols > Enter data > Start of list > record the trace for more information.
  • Hide all records from the public: Users may keep observations private.


OTHER MAPPING Parameters


Shows the status of the Free area tool parameter for the Private territory mapping protocol.

Visit wiki section Web interface > Protocols > Settings > Parameters to learn more about protocol parameters.

OTHER MAPPING Check data


Private territory mapping. Check data.



Visualise a summary of survey data.

Visit wiki section Web interface > Protocols > Check data for more information.

OTHER MAPPING Report


Private territory mapping. Report.



Visualise pooled results from surveys.

Visit wiki section Web interface > Protocols > Report for more information.

OTHER MAPPING Map


Private territory mapping. Map.



Display the area map by polygon, and see its statistics.

Visit wiki section Web interface > Protocol > Map for more information.

[Top to Protocols]
[Top to Private territory mapping]

Point count

POINT_COUNT

Point count. Admin menu.




POINT COUNT Preparation and data


Point count. Preparation and data.



Identical section to the one available to registered users with rights to the Point count. See wiki section Web interface > Protocols > Point count > Preparation and data for more information.

POINT COUNT Sites


CREATE A NEW SITE:



Point count. Sites.



List of all existing sites allowing a Point count.

Visit wiki section Web interface > Protocols > Sites for more information.

POINT COUNT User/Site


Point count. User/Site.



From the Point count menu, select User / Site to assign users to study sites.

Visit wiki section Web interface > Protocols > User/Site

POINT COUNT Settings


Private territory mapping. Settings.



Set protocol parameters. Parameters and protocol dependent, see section [[ ]] below for parameters refering to Private territory mapping.

Visit wiki section Web interface > Protocols > Settings for general information.

POINT COUNT Species list


Create a list of species to survey. This protocol only accepts a list.

Visit wiki section Web interface > Protocols > Settings > Species list on how to do it.

POINT COUNT Parameters describing the protocol


List of all parameters describing the protocol and their current status. Private territory mapping does not have any specific parameters; a surveyor will only be asked:

  • Comments: Users may enter comment.
  • Record the trace: Users can choose to record the trace. See wiki section Mobile interface > Protocols > Enter data > Start of list > record the trace for more information.
  • Hide all records from the public: Users may keep observations private.


POINT COUNT Parameters


Shows the status of the Free area tool parameter for the Private territory mapping protocol.

Visit wiki section Web interface > Protocols > Settings > Parameters to learn more about protocol parameters.

POINT COUNT Check data


Point count. Check data.



Visualise a summary of survey data.

Visit wiki section Web interface > Protocols > Check data for more information.

POINT COUNT Report


Point count. Report.



Visualise pooled results from surveys.

Visit wiki section Web interface > Protocols > Report for more information.

POINT COUNT Map


Point count. Map



Display the area map by polygon, and see its statistics.

Visit wiki section Web interface > Protocol > Map for more information.

[Top to Protocols]
[Top to Point count]

Woodpeckers

WOODPECKER


WOODPECKER Preparation and data


WOODPECKER Sites


CREATE A NEW SITE:




List of all existing sites allowing Woodpeckers' studies.

Visit wiki section Web interface > Protocols > Sites for more information.

This protocol requires 5 points:

Five study points in a Woodpecker protocol.

1. Draw point
2. Edit point
3. Locality the study area will belong to
4. Active point, either newly created or ready to edit
5. Survey area around the point. Click on any point to hide its survey area.


WOODPECKER User/Site


From the Woodpecker menu, select User / Site to assign users to study sites.

Visit wiki section Web interface > Protocols > User/Site

WOODPECKER Settings


WOODPECKER Species list


WOODPECKER Parameters describing the protocol


WOODPECKER Parameters


WOODPECKER Check data


Visualise a summary of survey data.

Visit wiki section Web interface > Protocols > Check data for more information.

WOODPECKER Report


Visualise pooled results from surveys.

Visit wiki section Web interface > Protocols > Report for more information.

WOODPECKER Map


Display the area map by polygon, and see its statistics.

Visit wiki section Web interface > Protocol > Map for more information.

[Top to Protocols]
[Top to Woodpeckers]

Rock Ptarmigans protocol

LAGOPUS_MOTA

Ptarmigans Protocol. Admin menu.



  12 Rock Ptarmigans protocol


LAGOPUS MOTA Preparation and data


Ptarmigans Protocol. Preparation and data.



Identical section to the one available to registered users with rights to the Waterbird Census Protocol. It allows printing maps and entering observations. See wiki section Web interface > Protocols > Rock Ptarmigans protocol > Preparation and data for more information.

LAGOPUS MOTA Sites


CREATE A NEW SITE:



Ptarmigans Protocol. Sites.



List of all existing sites allowing a Rock Ptarmigan protocol.

Visit wiki section Web interface > Protocols > Sites for more information.

LAGOPUS MOTA User/Site


Ptarmigans Protocol. User / Site.



From the Rock Ptarmigan protocol menu, select User / Site to assign users to study sites.

Visit wiki section Web interface > Protocols > User/Site

LAGOPUS MOTA Settings


LAGOPUS MOTA Species list


LAGOPUS MOTA Parameters describing the protocol


LAGOPUS MOTA Parameters


LAGOPUS MOTA Check data


Ptarmigans Protocol. User/Site.



Visualise a summary of survey data.

Visit wiki section Web interface > Protocols > Check data for more information.

LAGOPUS MOTA Report


Ptarmigans Protocol. Reports.



Visualise pooled results from surveys.

Visit wiki section Web interface > Protocols > Report for more information.

LAGOPUS MOTA Map


Ptarmigans Protocol. Map.



Display the area map by polygon, and see its statistics.

Visit wiki section Web interface > Protocol > Map for more information.

[Top to Protocols]
[Top to Rock Ptarmigans protocol]

Black Grouse protocol

TETRAO_TETRIX

Black Grouse Protocol. Admin Menu.



  13 Black Grouse protocol


TETRAO TETRIX Preparation and data


Black Grouse Protocol. Preparation and data.



Identical section to the one available to registered users with rights to the Waterbird Census Protocol. It allows printing maps and entering observations. See wiki section Web interface > Protocols > Black Grouse protocol > Preparation and data for more information.

TETRAO TETRIX Sites


CREATE A NEW SITE:



Black Grouse Protocol. Sites.



List of all existing sites allowing a protocoled data entry.

Visit wiki section Web interface > Protocols > Sites for more information.

TETRAO TETRIX User/Site


Black Grouse Protocol. User/Site.



From the Point count menu, select User / Site to assign users to study sites.

Visit wiki section Web interface > Protocols > User/Site

TETRAO TETRIX Settings


TETRAO TETRIX Species list


TETRAO TETRIX Parameters describing the protocol


TETRAO TETRIX Parameters


TETRAO TETRIX Check data


Black Grouse Protocol. Check data.



Visualise a summary of survey data.

Visit wiki section Web interface > Protocols > Check data for more information.

TETRAO TETRIX Report


Black Grouse Protocol. Report.



Visualise pooled results from surveys.

Visit wiki section Web interface > Protocols > Report for more information.

TETRAO TETRIX Map


Black Grouse Protocol. Map.



Display the area map by polygon, and see its statistics.

Visit wiki section Web interface > Protocol > Map for more information.

[Top to Protocols]
[Top to Black Grouse protocol]

Woodcock monitoring

WOODCOCK

Woodcock monitoring. Menu.




WOODCOCK Preparation and data


Woodcock monitoring. Preparation and data.



Identical section to the one available to registered users with rights to the Waterbird Census Protocol. It allows printing maps and entering observations. See wiki section Web interface > Protocols > Woodcock monitoring > Preparation and data for more information.

WOODCOCK Sites


CREATE A NEW SITE:




Woodcock monitoring. Sites.



List of all existing sites allowing a protocoled data entry.

Visit wiki section Web interface > Protocols > Sites for more information.

WOODCOCK User/Site


Woodcock monitoring, User/Site.



From the Private territory mapping menu, select User / Site to assign users to study sites.

Visit wiki section Web interface > Protocols > User/Site

WOODCOCK Settings


WOODCOCK Species list


WOODCOCK Parameters describing the protocol


WOODCOCK Parameters


WOODCOCK Check data


Woodcock monitoring. Check data.



Visualise a summary of survey data.

Visit wiki section Web interface > Protocols > Check data for more information.

WOODCOCK Report


Woodcock monitoring. Report.



Visualise pooled results from surveys.

Visit wiki section Web interface > Protocols > Report for more information.

WOODCOCK Map


Woodcock monitoring. Map.



Display the area map by polygon, and see its statistics.

Visit wiki section Web interface > Protocol > Map for more information.

[Top to Protocols]
[Top to Woodcock monitoring]