Protocol management

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: 1. Menu > Administration > Protocol administration > Waterbird census > Sites 2. Select new site as if Submitting records 3. Choose Create a protocoled census -Waterbird census 4. Name the new site 5. Draw polygon or import shapefile 6. SAVE

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 teh site assigned to this user.

Waterbird census Edit 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 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.

Settings

To stablish the starting paremeters of a Waterbird census, choose the protocol you need to work on, in this case, Waterbird census, and select Settings (see image Waterbird census. Menu). Go to parameters

Waterbird census. Menu.

Waterbird census. Settings.

Waterbird census. Parameters describing count.