Protocol management: Difference between revisions

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[[File:Waterbird census. Settings.png|700px|thumb|center|Waterbird census. Settings.]]  
[[File:Waterbird census. Settings.png|700px|thumb|center|Waterbird census. Settings.]]  
<p style="margin-left:220px">
<p style="margin-left:220px">
<b>Parameters:</b> Pieces of information associated to the protocol.<br/>
<b>Active?:</b> Indicates if the user will be asked for the information.<br/>
<b>Mandatory?:</b> Indicates if the information will be mandatory.<br/>
<b>1.</b> Select page number and/or number of items per page.<br/>
<b>1.</b> Select page number and/or number of items per page.<br/>
<b>2.</b> See details.<br/>
<b>2.</b> See details.<br/>
Line 286: Line 289:
:'''Additional observer''' <br />
:'''Additional observer''' <br />


Indicate if you are accompanied by someone whose observations are also recorded.<br />
Space to indicate if the observer has been accompanied by someone whose observations were also recorded.<br />
<br />
<br />


:'''Ice''' <br/>
:'''Ice''' <br/>


Indicate the percentatge of water surface that is frozen.<br/>
Indicates the percentatge of water surface that is frozen. Options are:<br/>
<br/>
<br/>


:'''Snow coverage''' <br/>
:'''Snow coverage''' <br/>


Indicate the proportion of snow cover.<br/>
Indicates the proportion of snow cover. Options are:<br/>
<br/>
<br/>


:'''Count type''' <br />
:'''Count type''' <br />


Tick '''roost count''' if you are counting roosting birds, or '''during day''' otherwise. <br />
User should choose one the options:<br/>
::: '''roost count''' if they are counting roosting birds, or <br/>
::: '''during day''' otherwise. <br />
<br />
<br />


:'''Count method''' <br />
:'''Count method''' <br />


Indicate if you are surveying from the ground, the air, the water, a different way, or if it is unknown. <br />
The user indicates how the survey took place. Only one option is possible. Options are:<br/>
::: at ground <br/>
::: on airplane <br/>
::: on ship <br/>
::: other <br/>
::: unknown <br />
<br />
<br />


:'''Optical equipment''' <br />
:'''Optical equipment''' <br />


Indicate which equipment you are using for the survey, if any. Note you can only choose one option. <br />
The user should indicate the equipment used for the survey. Only one option is possible. Options are: <br />
::: None <br/>
::: Telescope <br/>
::: Binoculars <br/>
::: Unknown <br/>
<br />
<br />


:'''Coverage''' <br />
:'''Coverage''' <br />


Indicate how much of the designated polygon is covered in the survey.<br/>
Serves to indicate how much of the designated polygon is covered in the survey. The user chooses between:<br/>
::: Partly <br/>
::: Complete <br/>
::: Unknown <br/>
<br />
<br />


:'''Water level''' <br />
:'''Water level''' <br />


Indicate the water level. <br />
Indicates the water level. Options are:<br />
::: Dry / Empty <br/>
::: Low <br/>
::: Normal <br/>
::: High <br/>
::: Unknown <br/>
<br />
<br />


:'''Visibility''' <br />
:'''Visibility''' <br />


Indicate the approximate distance within which it is possible to identify species. <br />
Approximate distance within which it is possible to identify species. Options are:<br />
::: 0-100 m <br/>
::: 100-300 m <br/>
::: 300-1000 m <br/>
::: ≥ 1000 m <br/>
::: Unknown <br/>
<br />
<br />


:'''Waves''' <br />
:'''Waves''' <br />


Indicate how are the waves.<br/>
Provides information about the waves. Options are: <br/>
::: None <br/>
::: Small <br/>
::: Moderate <br/>
::: With crests <br/>
::: Unknown <br/>
<br />
<br />


:'''Conditions in general''' <br />
:'''Conditions in general''' <br />


Choose how are surveying conditions overall regarding weather and disturbances, and indicate on next section the reason if surveying conditions are not good. <br />
Choose how are surveying conditions overall regarding weather and disturbances, and indicate on next section the reason if surveying conditions are not good. Options are:<br />
::: Good / Normal <br/>
:: Moderate <br/>
::: Bad / heavely influenced <br/>
:: Unknwon <br/>
<br />
<br />


:'''Reason(s) for moderate / bad conditions''' <br />
:'''Reason(s) for moderate / bad conditions''' <br />


If general conditions indicated above are noot good, click the yellow field to open an expandable menu and choose the reason (see image below). Only one option is possible: choose the one that better adjusts to reality.  <br />
If general conditions indicated above were noot good,  
clicking the yellow field to open an expandable menu and choose the reason (see image below). Only one option is possible: choose the one that better adjusts to reality.  <br />
::: Fog <br/>
::: Rain <br/>
::: Wind <br/>
::: Hnting <br/>
:: Fishing <br/>
:: Sport <br/>
::: Mixed (weather) <br/>
::: Mixed (human) <br/>
::: Others <br/>
<br />
<br />


:'''Count payed''' <br/>
:'''Count payed''' <br/>


Indicate if the count is payed for or not.<br/>
The user can indicate if the count is payed for or not. Options are '''Yes''' and '''No'''.<br/>
<br/>
<br/>


:'''Number of persons on shore''' <br/>
:'''Number of persons on shore''' <br/>


Enter number.<br/>
The user can type the number of number of persons on shore.<br/>
<br/>
<br/>


:'''Number of rowing boats''' <br/>
:'''Number of rowing boats''' <br/>


Enter number.<br/>
The user can type the number of rowing boats.<br/>
<br/>
<br/>


:'''Number of motor boats''' <br/>
:'''Number of motor boats''' <br/>


Enter number<br/>
The user can type the number of motor boats. <br/>
<br/>
<br/>


:'''Number of sailing boats''' <br/>
:'''Number of sailing boats''' <br/>


Enter number<br/>
The user can type the number of sailing boats. <br/>
<br/>
<br/>


:'''Number of canoes/kayaks''' <br/>
:'''Number of canoes/kayaks''' <br/>


Enter number.<br/>
The user can type the number of canoes/kayaks.<br/>
<br/>
<br/>


:'''Number of fishing boats''' <br/>
:'''Number of fishing boats''' <br/>


Enter number. <br/>
The user can type the number of fishing boats. <br/>
<br/>
<br/>


:'''Number of sports divers''' <br/>
:'''Number of sports divers''' <br/>


Enter number.<br/>
The user can type the number of sports divers.<br/>
<br/>
<br/>


:'''Number of surfers''' <br/>
:'''Number of surfers''' <br/>


Enter number.<br/>
The user can type the number of surfers.<br/>
<br/>
<br/>



Revision as of 22:32, 21 March 2023

Territory mapping



Waterbird census


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.

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.



Sites


CREATE A NEW SITE:



Waterbird census. Site administration.



From the Waterbird census menu, select Sites to see a list with all existing sites. Use arrows under titles to alternate between ascending and descending order.

Waterbird census. Existing sites.

Reference name: Name given to the study site.
Custom name:
Reference locality: Pre-determined site use to enter observations.
Municipality: Municipality the locality belongs to.
Altitude: Altitude associated to the locality.


1. Search

Reduce list by typing the name of a site, or part of it, and click SEACH. When a filter is applied, Click on DISPLAY ALL.

2. Search

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

3. Edit

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 (see image). 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 - Waterbird census (see image below).


Creating a new site for Waterbird census protocol

.


2. Enter a name for the new site.


Naming a new Waterbird census site.

Name of reference locality: Name assigned automatically.
Reference number: Type a name for the new site.
Custom name:



3. Either:
  • Draw polygon as explained in ... or,
  • Import shapefile:


Importing a plygon shapefile.

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


After a new polygon is created, it is possible to export it as a shapefile to use in the future. Click on the file icon under the Polygon section (see image below, encircled).


Saving the shapefile of a newly created Waterbird census site



4. When the new site is ready,
SAVE AND STAY to save the site and continue making changes, or
SAVE AND ADD A RECORD to save and start entering observations.


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


Waterbird census. User/Site



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.

Waterbird census. 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 site, or part of it, and click SEACH. When a filter is applied, 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 User/site Display

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:
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 User/Site. New.

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 preious 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 surveys to dessignated sites.

Waterbird census User/Site. New.

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.
14. ADD: Save new addition.



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.

Users and administrators of Waterbird census protocol.



1. Search

Reduce list by typing the name of a site, or part of it, and click SEACH. When a filter is applied, 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

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.

2023-03-21 user rights edit.png

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.

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

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.

Settings


Set parameters to the protocol.

Waterbird census. Menu.




Species list

Parameters discribing the protocol

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

Waterbird census. Settings.

Parameters: Pieces of information associated to the protocol.
Active?: Indicates if the user will be asked for the information.
Mandatory?: Indicates if the information will be mandatory.
1. Select page number and/or number of items per page.
2. See details.
3. Edit details.

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 percentatge of water surface that is frozen. Options are:

Snow coverage

Indicates the proportion of snow cover. Options are:

Count type

User should choose one the options:

roost count if they are counting roosting birds, or
during day otherwise.


Count method

The user indicates how the survey took place. 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

Choose 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
Unknwon


Reason(s) for moderate / bad conditions

If general conditions indicated above were noot good, clicking the yellow field to open an expandable menu and choose the reason (see image below). Only one option is possible: choose the one that better adjusts to reality.

Fog
Rain
Wind
Hnting
Fishing
Sport
Mixed (weather)
Mixed (human)
Others


Count payed

The user can indicate if the count is payed for or not. Options are Yes and No.

Number of persons on shore

The user can type the number of 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

Indicate the name of other observers participating in the data collection.

Important changes since last count?

Indicate if there has been any major change since your previous count, for example, some disturbance like noise or construction.

Record the trace


Parameters

Check data


Report


Map