Protocol management/es: Difference between revisions

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:

Create a protocoled census -Waterbird census

Draw polygon

[Top to Protocols]
[Top to Waterbird census]

SAVE

List of all existing sites allowing a Waterbird census.

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

WATERBIRD 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).

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.

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.

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.

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.

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

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).

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.

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.

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.

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:

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).

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.

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

6. Edit

Modify settings for the selected parameter.

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.

1. Details

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

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

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.

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

WATERBIRD Report

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

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.

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

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.

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.

Private territory mapping

OTHER_MAPPING

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

9 Private territory mapping

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:

Create a protocoled census -Private territory mapping

Draw transects

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

SAVE

List of all existing sites allowing a protocoled data entry.

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

OTHER 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

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

Visualise a summary of survey data.

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

OTHER MAPPING Report

Visualise pooled results from surveys.

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

OTHER MAPPING Map

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

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

Point count

POINT_COUNT

10 Point count

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:

Transmit my sightings

Create a protocoled census -Point count

Draw points

[Top to Protocols]
[Top to Point count]

SAVE

List of all existing sites allowing a Point count.

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

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

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

Visualise a summary of survey data.

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

POINT COUNT Report

Visualise pooled results from surveys.

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

POINT COUNT Map

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

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

Woodpeckers

WOODPECKER

11 Woodpeckers

WOODPECKER Preparation and data

WOODPECKER Sites

CREATE A NEW SITE:

Transmit my sightings

Create a protocoled census -Woodpeckers

Draw points

[Top to Protocols]
[Top to Woodpeckers]

SAVE

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.

Rock Ptarmigans protocol

LAGOPUS_MOTA

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:

Transmit my sightings

Create a protocoled census -Rock Ptarmigans protocol

Draw a polygon

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

SAVE

List of all existing sites allowing a Rock Ptarmigan protocol.

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

LAGOPUS MOTA 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

Visualise a summary of survey data.

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

LAGOPUS MOTA Report

Visualise pooled results from surveys.

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

LAGOPUS MOTA Map

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

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

Black Grouse protocol

TETRAO_TETRIX

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:

Transmit my sightings

Create a protocoled census -Black Grouse protocol

Draw polygon

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

SAVE

List of all existing sites allowing a protocoled data entry.

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

TETRAO TETRIX 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

Visualise a summary of survey data.

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

TETRAO TETRIX Report

Visualise pooled results from surveys.

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

TETRAO TETRIX Map

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

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

Woodcock monitoring

WOODCOCK

14 Woodcock monitoring

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:

Transmit my sightings

Create a protocoled census -Woodcock monitoring

Draw points