Protocol management

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

The easiest way to access protocol functions is through the Protocol panel. See wiki section Accessing protocols below for details.




Accessing protocols


Access all protocols functions through the Protocol panel or limited functions as if Submitting records.
Visit wiki section Web interface > Local portal > Protocols > Accessing protocols > Entering data for more details for more details on the second option.

To access the protocol panel:

  • Go to 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 below).

Protocol administration.



Or,

  • Go to 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 follow this path to access protocols but they are no given all options within a protocol.

Admin protocol through All my protocol.



Administrators and users with appropriate rights may have additional ways to access certain 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.

Use arrows under titles to alternate between ascending and descending order (see image as an example).

 

Waterbird census. Settings.png

Protocol parameters. 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. The question will appear when filling the protocol but is not blocking if the user leave it empty.

3. Mandatory?

Indicates if it will be mandatory to provide information regarding this parameter. The question will appear when filling the protocol and have to be answered before going to the next step, a warning asking to fill it appears if not answered.

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.

2023-03-22 WBC settings details.png

Waterbird census protocol. Parameters display.

BACK: Go to previous screen.
EDIT: Edit. See corresponding subsection below.


6. Edit

Modify settings for the selected parameter.

2023-03-22 WBC Settings edit.png

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 back to the previous screen without saving changes.
MODIFY: Save changes to the parameter.


7. Parameters

Parameters are protocol dependent. Please refer to each individual protocol for details on each parameter.

Expand the table below to see all possible parameters and the protocols they appear at. Use arrows to alternate between ascending and descending order.


Parameters
Parameter name Description Protocol
Additional observer(s) To indicate if the user is accompanied by someone whose observations are also recorded. Various:
Waterbird census, Woodpeckers
Cloud cover To indicate if there are clouds. Various:
SOCC, Waterbird census
Comment To leave a comment. All
Conditions in general To indicate about surveying conditions overall regarding weather and disturbances. The user may be asked to indicate on next section the reason if surveying conditions are not good. Various:
Waterbird census, Woodpeckers
Conditions (notes) To leave a note regarding conditions. Woodpeckers
Count method To indicate if the survey takes place from the ground, the air, the water, a different way, or if it is unknown. Waterbird census
Count number To indicate from the expandable menu the visit the data corresponds to. Various:
Count paid To indicate if the count is paid for or not. Waterbird census
Count type To indicate if it is a roost count or otherwise. Waterbird census
Counting mammals? To indicate if besides the compulsory taxonomic group, mammals were also counted. SOCC
Coverage To indicate how much of the designated survey area is covered in the survey. Various:
Waterbird census, Woodpeckers
Hide all records from the public To check if the user wants to keep their observations private. All
Ice To indicate the percentage of water surface that is frozen. Waterbird census
Important changes (since last count?) To indicate if there have been major changes since the last visit. Various:
Waterbird census, Woodpeckers
Neutralised time SOCC
Number of canoes/kayaks To enter number. Waterbird census
Number of fishing boats To enter number. Waterbird census
Number of fishing boats To enter number. Waterbird census
Number of motor boats To enter number. Waterbird census
Number of persons on shore To enter number. Waterbird census
Number of rowing boats To enter number. Waterbird census
Number of sailing boats To enter number. Waterbird census
Number of sports divers To enter number. Waterbird census
Number of stand up paddlers To enter number. Waterbird census
Number of surfers To enter number. Waterbird census
No species were seen To check if the user did not detect any of the study species. Waterbird census
Optical equipment To indicate which equipment is used for the survey. Only one option is possible. Waterbird census
Playback To check the species names for which playback will be played during the survey. Woodpeckers
Rain To indicate if there are any rain. Various
SOCC
Reason(s) for moderate / bad conditions To choose the reason for bad surveying conditions. Only one option is possible. Waterbird census
Snow coverage To indicate the proportion of snow cover. Waterbird census
Temperature To indicate approximate temperature. SOCC
Visibility To indicate the approximate distance within which it is possible to identify species, or an overall description. Various:
SOCC, Waterbird census
Water level To indicate the water level. Waterbird census
Waves to indicate how the waves are. Waterbird census
Wind To indicate if there is any wind. SOCC



Besides the optional parameters, a user will always be asked:


Comments

An optional comments field will appear in the Choosing date section and may be accompanied by other options depending on the protocol:

  • Comment: a comment referring to a general observation,
  • Additional observer: to name other observer/s participating in the census,
  • Important changes: to note important changes from previous visits, like noise, pollution or construction work,
  • Impacts: to record any impact taking place during the survey,
  • Incidents: to report any incident that may have happened during the count.


Comment example.png

Protocols. Example of Comment section.



Hide all records from the public

The user will have the option of keeping records private by checking the appropriate cell. Administrators will always have access to private records (see image above).


Record the trace

This option is only available when entering protocol data through NaturaList. By checking the appropriate cell the user can keep a record of their track.


Parameters Record the trace.png

Protocols. Record the trace.



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

See details of the free area tool.

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

Edit details of the free area tool.

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:


 

Files for playback


Files for playback.png

Protocols. Files for playback.

ADMIN_CONTENT_TEXT_NAME: Species name.
File name: Name of the file that contains the sound.



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 and the file name containing its playback.

Playback details.png

Protocols. Playback details.

1. ADMIN_CONTENT_TEXT_NAME: Species name.
2. File name: Name of the file that contains the sound, and its extension.
BACK: Go to previous screen.
4. EDIT: See edit subsection below.
5. DELETE: Delete entry from the list.



4. Edit

Modify playback file or species name for the selected entry.

Playback edit.png

Protocols. Editing playback details.

7. ADMIN_CONTENT_TEXT_NAME: Change species name if necessary by typing the species name, or part of it, on the left (7a) and choosing from the expandable menu on the right (7b).
8. File name: Click on Choose file to select a different file for this species.
BACK: Go back to previous screen without saving.
MODIFY: Save changes.



5. Delete

Delete the entry from the list.

6. NEW

Add a new playback file to the list.

Playback new.png

Protocols. Adding a new playback file.

7. ADMIN_CONTENT_TEXT_NAME: Select species by typing its name, or part of it, on the left (7a) and choosing from the expandable menu on the right (7b).
8. File name: Click on Choose file to select a playback file to upload for this species.
BACK: Go back to previous screen without saving.
ADD: Save entry to the list.



Shortcuts group


List of existing shortcut groups for this protocol.

Shortcuts group.png

Protocols. Shortcuts groups.



1. Search

Reduce list by typing the name of the Shortcut group, 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 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.

Shortcuts group details.png

Protocols. Shortcuts groups details.

BACK: Go to previous screen.
4. EDIT: Modify details. Go to next section Edit.
5. DELETE: Delete the selected group.



4. Edit

Edit selected shortcut group.

Shortcuts group edit.png

Protocols. Editing shortcuts groups.

7. Shortcuts group name: Select the language from the tabs above (7a) and type or change the shortcut group name (7b) in the selected language.
BACK: Go to previous screen without saving.
MODIFY: Save changes.



5. Delete

Delete shortcuts group. You will be asked to confirm. Click YES to delete and NO to cancel.

Confirm delete.png

Protocols. Delete confirmation.



6. NEW

Create a new shortcut group.

New shortcuts group.png

Protocols. Creating a new shortcuts group.

7. Shortcuts group name: Select the language from the tabs above (7a) and type the shortcut group name (7b) in the selected language. Change tab if necessary and repeat.
BACK: Go to previous screen without saving.
8. ADD: Save the nae group.



Shortcuts


List of species for which a shortcut exists.

Capture 2023-09-14 at 16.09.54.png

Protocols. Shortcuts.

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. 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 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 speies.

Shortcut detail.png

Protocols. Shortcuts details.

7. Species: Species name.
8. Shortcuts group: Shortcuts group the selected species belongs to.
9. Colour code: Colour assigned to the selected species.
10. Order: Order in which the selected species will appear on the shortcuts list in relation to other species on the same list.
BACK: Go to previous screen.
EDIT: Edit details. See section Edit below.



4. Edit

Edit selected shortcut group.

Shortcuts details.png

Protocols. Editing shortcuts.

7. Species: Change the species name if necessary by typing the species name, or part of it, on the left (7a) and select from the expandable menu on the right (7b).
8. Shortcuts group: Change the group the species belongs to by typing the name of the group, or part of it, on the left (8a) and select from the expandable menu on the right (8b).
9. Colour code: Change the colour to assign to the species. Click on the colour to open the clour panel and choose color by selecting on the bar (10a) and adjusting on the panel (10b), or by typing on the fields (10c). Users may change it in NaturaList afterwards.
10. Order: Change the order in which the selected species will appear on the shortcut list by typing its number on the field.
BACK: Go to previous screen.
MODIFY: Save changes.



5. Delete

Delete species shortcut from the group. You will be asked to confirm. Click YES to delete and NO to cancel.

Confirm delete.png

Protocols. Delete confirmation.



6. NEW

Create a new species shortcut.


Shortcuts new.png

Protocols. Creating a new shortcut.

7. Species: Type the species name, or part of it, on the left (7a) and select from the expandable menu on the right (7b).
8. Shortcuts group: Type the name of the group the species will belong to, or part of it, on the left (8a) and select from the expandable menu on the right (8b).
9. Colour code: Select a colour to assign to the species. Click on the colour to open the clour panel and choose color by selecting on the bar (10a) and adjusting on the panel (10b), or by typing on the fields (10c). Users may change it in NaturaList afterwards.
10. Order: Type a number to indicate in which position this shortcut will appear in relation to other shortcuts in the same shortcuts group.
BACK: Go to previous screen without saving.
ADD: Add the new species to the list..



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.


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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.

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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.

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


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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.


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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.

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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.


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


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Data visualisation: See all protocols associated to this site as in Web interface > Protocols > "Name of the protocol" (here Waterbird protocol) Browse observations.


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




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