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

Assign users to study sites.

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.

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.

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.

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.

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.

Settings

Set parameters to the protocol.

Waterbird census. Menu.

Parameters describing the protocol

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

Waterbird census. 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 manatory 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. Parameters display.

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

6. Edit

Modify settings for the selected parameter.

Waterbirds census. Edit 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 percentatge 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

Unknwon

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

Hnting

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.