Protocols/en

Protocols are standardised ways of collecting data. The methodology to follow depends on each study. Protocols are only available when a Local Portal supports them. Note not all partners support the same protocols.

To access a protocol, an administrator needs to give you access, and the coordinator of the protocol will give you guidelines on how to conduct the survey. You will be responsible to survey the site assigned to you following the protocol guidelines. However, not all partners give you access automatically to the protocol in NaturaList. While you will always have access to protcols assigned to you through local portals, an administrator will have to grant you access to it through NaturaList in some occasions.

Submit observations.

Access the protocol as if entering non protocoled observations (+ icon at the bottom right corner, see right image). You will have as many entries as the number of protocoled census you are registered for. The ones in white are the ones activated for the species list you choose. The ones in grey are linked to another species list and are not activated until you modify it (see image Protocols. Main menu as an example). Click on the protocol you need.

1 Protocol settings 1.1 List of species 1.2 Keyboard settings for mapping 2 Enter data 2.1 Start of list 2.2 Entering records 2.3 Ending the list 2.4 Editing records and/or protocols 2.5 Deleting records and/or protocols 2.6 Browsing records 3 Waterbird census 3 Private territory mapping 3 Point count

Protocol settings

Before starting to enter data in a protocol, you may have to set some parameters:

• List of species
  

Menu > Preferences > Species > Choice of species.

• Parameters specific to certain protocols.
  

Menu > Preferences > Protocols (see image below).

Protocols.

List of species

The list of species selected in your device has to be the one from the country the protocol takes place. If your protocol involves more than one taxonomic group, select the appropriate species list for all taxa involved.

For example, if counting birds in Germany under the Waterbird census protocol, your list for birds should be that of Germany. If your protocol involves birds and mammals in France, you should select the french species list for both birds and mammals.

To select the appropriate list go to Menu > Tools > Preferences > Species > Choice of species.

Keyboard settings for mapping

This section will only appear in Menu > Preferences > Protocols if you have access to country-specific protocols using a tablet interface with cartography:

Breeding Waterbirds
CBBM in Protected areas
Common Breeding Bird Survey
Grey Partridge
Meadow Birds
Reed Breeding Species Census
Semi-Common Territorial Species census
Shorebirds, Anatidae, Grebes and Coots breeding
Private Territory Mapping

Choose one of the options to select the configuration of your keyboard (see image Keyboard configuration for mapping).

Keyboard configuration for mapping.

Enter data

2 Enter data 2.1 Start of list 2.2 Entering records 2.3 Ending the list 2.4 Editing records and/or protocols 2.5 Deleting records and/or protocols 2.6 Browsing records

Open the menu as for Submitting records and choose Waterbird census (see image below).

Protocols. Main menu.

If you are registered for only one site, you will access directly to the next step: Start of list.
If you have more than one site to survey, it will list all your protocol sites (see image below).

Selecting the protocol site.

1. Sort your protocol site by Site name, National code or Local code.

2. Click on the name to go directly to the next step Start of list.

3. Click on the arrow to get directions to your protocol location. It will open google maps on a new window.

NOTE: The species list you selected in the device shall be the one of the local portal that grants you access to the protocol. From the example above (image Protocols. Main menu), the current list of species on the device corresponds to the local partner giving access to Waterbird census (appears in white and is clickable), but not to the local partner giving access to the Territory mapping (appears in grey and is not clickable). To access non active protocols, change the list of species. To change the list of species go to Menu > Preferences > Species > Choice of species (wiki section Mobile interface > Getting started > Preferences > Species > Choice of species).

Start of list

Enter general information before starting the protocol (see image). Fields marked with an asterisk are mandatory. Fields available are protocol dependent and may differ from one country to another, even within the same protocol. Refer to specific information for each of the protocols for this section.

Protocol. Start of list.

Comment

You may enter a comment if you find it appropiate.

Record the trace

Check if you want NaturaList to record your track. You will see a reminder to set your GPS on "High precision" and your power saving off for NaturaList. Go to Main menu > Preferences > GPS mode > Continuous (high reactivity) to set the right GPS mode (see wiki sectio Mobile interface > Getting started > Preferences > Location > GPS Mode on how to do it).

Click OK to continue and check if you wish not to see the reminder again. Check Do not ask again and keep this choice for future entries if you want to set Record the trace as the default option (see image below). Click OK to continue without setting Record the trace as the default option.

Check to set Record the trace as the default option.

After synchronisation, visualise your track at the local portal by:

• Clicking on any species from the list as if for editing, and selecting Go to website > Edit Place tab. See image Example of records that belong to a list.
  
• Logging into the website and going to edit your own data. Click on any observation belonging to the list, and select the Edit place tab. See image Example of records that belong to a list.
  

Hide all records from the public

Check if you want to keep your records privately. This will not prevent administrators to see them and contact you if necessary, but other users of NaturaList will not see your records.

No species were seen

Check if your survey did not provide any data. Surveys with no species are also important results! It will mean you followed the established methodology, and therefore your survey is valid, but no birds were present. They can indicate major population changes and are of extreme importance for conservation purposes.

"My survey did not provide any data" Surveys with no species are also important results! Please submit them. It will mean you followed the established methodology but no birds were present. It can be due to meteorology, disturbance, pollution or other major population changes and may be of extreme importance for conservation purposes.

---

Click Validate when done.

Entering records

Enter observations as if in a list in the field.

Place

It opens a map with your position (yellow smiley in the image below). Place the red marker where the individual, or group of individuals, are observed. If you have other observations that you would like to report, pause the ongoing protocol (pause icon on top bar, see image) and enter data as you are used to (all the options as explained in the wiki Mobile interface> Naturalist for Android > Submitting records).

Protocol. Place.

1. Pause
2. Observation
3. Observer
4. Hide / unhide summary


After entering the first record, activate/deactivate (active when orange, inactive when yellow) the summary icon to see species name and associated information from already entered records (see image below). Click on the notebook icon at the bottom to see a list of all records on the ongoing protocol. Know more about the summary of species in a map at wiki section Mobile interface > Navigating the map > Understanding a summary of observations.

Protocol. Summary of observations.

To see how to navigate the map, see wiki section Navigating the map.

The Red Marker indicates the position of your observation. The Smiley indicates your position. When the smiley gets yellow, the GPS has detected your position. Check how accurate the reading is on the top left corner (image Navigating the map). Always check your position on the map. Please place the red marker at your observation, not at your position. Be as accurate as possible.

Species

Enter species 'by search' or using protocol shortcuts when available, as explained in wiki section Mobile interface > Entering records > Directly in the field > Step 2: Species.

See wiki section Mobile interface > Shortcuts to learn more about shortcuts and how to create them.

Number of individuals

See Mobile interface > Entering records > Directly in the field > Number of individuals if necessary.

Entering records using a counter could be useful for abundant species that are not grouped.

Plus

Enter additional information as if it where a list in the field.

See wiki section Mobile interface > Submitting records > Directly in the field > Step 4: Additional information on how to do it, if necessary.

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When done, click Save. It will take you to the Place screen to continue entering observations.

Ending the list

To finish the survey, click the stop icon at the top right corner of the Place screen (see image End the list). You will be prompted to confirm (see image Ending the list. Confirmation).

End the list.

Ending the list. Confirmation.

Adjust time, if necessary, and add or modify a comment. Finally, indicate which type of list you recorded (see image below).

Ending the list. Final adjustements.

Time: Adjust starting or ending time by clicking on the time button. See wiki section Mobile interface > Submitting records > Later > Date/Time to know how to modify the clock.

Comment: Add or modify a comment if necessary.

Which species list did you count?:

Restricted list: You counted only the species of interest to the protocol (i.e. ducks).

Extended list: You counted other water-related species besides those required by the protocol (i.e. ducks, herons and kingfishers).

All species where reported (=complete list): You counted all species seen within the polygon (i.e. ducks, herons, kingfishers and passerines).

If the list took more than 30 minutes, you may be prompted to confirm before the list can be saved.

Remember to synchronise your data as soon as possible after entering to avoid loosing it.

Editing records and/or protocols

To edit records within a protocol, or to edit the protocol's general parameters, visit wiki section Mobile interface > Editing records > Editing protocols.

Deleting records and/or protocols

To delete records within a protocol, or to delete the whole protocol, visit wiki section Mobile interface > Editing records > Deleting protocols.

Browsing records

See your protocoled records:

• Before synchronisation
  

In the phone. See more details in wiki section Accessing your own records.

• After synchronisation
  

In Mine. See more details in wiki section Accessing your own records.

In Under verification (only if any data of the protocol needs more information)

In the local portal. Go to the corresponding local portal, Menu > Explore > All my observations.

[Top]

Waterbird census

2 Waterbird census 2.1 Start of list 2.2 Entering records 2.3 Ending the list 2.4 Editing records and/or protocols 2.5 Deleting records and/or protocols 2.6 Browsing records

Open the menu as for Submitting records and choose Waterbird census (see image below).

Waterbird census protocol. Menu.

Choose the site you want to count at as explained in wiki section Mobile interface > Protocols > Enter data.

Start of list

Enter general information before starting the protocol (see image). Fields marked with an asterisk are mandatory. Fields available may differ from one country to another. All available fields for all countries are listed below.

Waterbird census. Start of list.

Comment

You may enter a comment if you find it appropiate.

Important changes

Indicate if there have been major changes since your last visit.

Additional observer

Indicate if you are accompanied by someone whose observations are also recorded.

Ice

Indicate the percentatge of water surface that is frozen.

Snow coverage

Indicate the proportion of snow cover.

Count type

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

Count method

Indicate if you are surveying from the ground, the air, the water, a different way, or if it is unknown.

Optical equipment

Indicate which equipment you are using for the survey, if any. Note you can only choose one option.

Coverage

Indicate how much of the designated polygon is covered in the survey.

Water level

Indicate the water level.

Visibility

Indicate the approximate distance within which it is possible to identify species.

Waves

Indicate how are the waves.

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.

Reason(s) for moderate / bad conditions

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.

Possible reasons for bad surveying conditions.

Count payed

Indicate if the count is payed for or not.

Number of persons on shore

Enter number.

Number of rowing boats

Enter number.

Number of motor boats

Enter number

Number of sailing boats

Enter number

Number of canoes/kayaks

Enter number.

Number of fishing boats

Enter number.

Number of sports divers

Enter number.

Number of surfers

Enter number.

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

Check if you want NaturaList to record your track. You will see a reminder to set your GPS on "High precision" and your power saving off for NaturaList. Go to Main menu > Preferences > Location > GPS mode > Continuous (high reactivity) to set the right GPS mode (see wiki section Mobile interface > Getting started > Preferences > Location > GPS Mode on how to do it).

Click OK to continue and check if you wish not to see the reminder again. Check Do not ask again and keep this choice for future entries if you want to set Record the trace as the default option (see image below). Click OK to continue without setting Record the trace as the default option.

Check to set Record the trace as the default option.

After synchronisation, visualise your track at the local portal by:

• Clicking on any species from the list as if for editing, and selecting Go to website > Edit Place tab. See image Example of records that belong to a list.
  
• Logging into the website and going to edit your own data. Click on any observation belonging to the list, and select the Edit place tab. See image Example of records that belong to a list.
  

Hide all records from the public

Check if you want to keep your records privately. This will not prevent administrators to see them and contact you if necessary, but other users of NaturaList will not see your records.

No species were seen

Check if your survey did not provide any data. Surveys with no species are also important results! It will mean you followed the established methodology, and therefore your survey is valid, but no birds were present. They can indicate major population changes and are of extreme importance for conservation purposes.

"My survey did not provide any data" Surveys with no species are also important results! Please submit them. It will mean you followed the established methodology but no birds were present. It can be due to methodology, disturbance, pollution or other major population changes and may be of extreme importance for conservation purposes.

---

Click Validate when done.

Entering records

Enter observations as if in a list in the field.

Place

It opens a map with your polygon to survey (see image below). Place the red marker where the individual, or group of individuals, are observed.

Note only observations within the delimited polygon can be recorded. If you have other observations that you would like to report, pause the ongoing protocol (pause icon on top bar, see image) and enter data as you are used to (all the options as explained in the wiki Mobile interface> Naturalist for Android > Submitting records).

Waterbird survey. Place.

1. Pause
2. Observation
3. Observer
4. Hide / unhide summary
5. Polygon (notice the thin yellow line delimiting the polygon to survey)

After entering the first record, activate/deactivate (active when orange, inactive when yellow) the summary icon to see species name and associated information from already entered records (see image below). Click on the notebook icon at the bottom to see a list of all records on the ongoing protocol. Know more about the summary of species in a map at wiki section Mobile interface > Navigating the map > Understanding a summary of observations.

Waterbird survey. Summary of observations.

To see how to navigate the map, see wiki section Navigating the map.

The Red Marker indicates the position of your observation. The Smiley indicates your position. When the smiley gets yellow, the GPS has detected your position. Check how accurate the reading is on the top left corner (image Navigating the map). Always check your position on the map. Please place the red marker at your observation, not at your position. Be as accurate as possible.

Species

Enter species 'by search' or using protocol shortcuts when available, as explained in wiki section Mobile interface > Entering records > Directly in the field > Step 2: Species.

See wiki section Mobile interface > Shortcuts to learn more about shortcuts and how to create them.

Number of individuals

See Mobile interface > Entering records > Directly in the field > Number of individuals if necessary.

Entering records using a counter could be useful for abundant species that are not grouped.

Plus

Enter additional information as if it where a list in the field.

See wiki section Mobile interface > Submitting records > Directly in the field > Step 4: Additional information on how to do it, if necessary.

---

When done, click Save. It will take you to the Place screen to continue entering observations.

Ending the list

To finish the survey, click the stop icon at the top right corner of the Place screen (see image End the list). You will be prompted to confirm (see image Ending the list. Confirmation).

End the list.

Ending the list. Confirmation.

Adjust time, if necessary, and add or modify a comment. Finally, indicate which type of list you recorded (see image below).

Ending the list. Final adjustements.

Time: Adjust starting or ending time by clicking on the time button. See wiki section Mobile interface > Submitting records > Later > Date/Time to know how to modify the clock.

Comment: Add or modify a comment if necessary.

Which species list did you count?:

Restricted list: You counted only the species of interest to the protocol (i.e. ducks).

Extended list: You counted other water-related species besides those required by the protocol (i.e. ducks, herons and kingfishers).

All species where reported (=complete list): You counted all species seen within the polygon (i.e. ducks, herons, kingfishers and passerines).

If the list took more than 30 minutes, you may be prompted to confirm before the list can be saved.

Remember to synchronise your data as soon as possible after entering to avoid loosing it.

Editing records and/or protocols

To edit records within a protocol, or to edit the protocol's general parameters, visit wiki section Mobile interface > Editing records > Editing protocols.

Deleting records and/or protocols

To delete records within a protocol, or to delete the whole protocol, visit wiki section Mobile interface > Editing records > Deleting protocols.

Browsing records

See your protocoled records:

• Before synchronisation
  

In the phone. See more details in wiki section Accesssing records' details.

• After synchronisation
  

In Mine. See more details in wiki section Accesssing records' details.

In Under verification (only if any data of the protocol needs more information)

In the local portal. Go to the corresponding local portal, Menu > Explore > All my observations.

[Top to Protocols]
[Top to Waterbird census]

Private territory mapping

3 Private territory mapping 3.1 Start of list 3.2 Entering records 3.3 Ending the list 3.4 Editing records and/or protocols 3.5 Deleting records and/or protocols 3.6 Browsing records

Open the menu as for Submitting records and choose Private territory mapping (see image below).

Territory mapping.

Choose the site you want to count at as explained in wiki section Mobile interface > Protocols > Enter data.

Start of list

Enter general information before starting the count.

Territory mapping. Start of list.

Comments

Enter any comment if necessary.

Record the trace

Check if you want 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

Check to keep your observations private. Note even if other users cannot see your records, aministrators will still see them and may contact you regarding your observations.

---

Click Next when done.

Entering records

Screen layout will automatically become horizontal if using a tablet, which the map section on the right, and the species section on the left (see image below).
Enter observations as if in a list in the field.

Place

Territory mapping.

1. Enlarge: click to enlarge image. I will hide/unhide general information about your phone on the top line.

2. Unlock: click on lock icon to unlock screen and be able to enter species. The screens locks automatically to prevent entering unreal data while in the field.

See wiki section Mobile interface > Protocols > Enter data > Entering observations > Place to read and interpret the map.

Species

Territory mapping. Species.

3. Shortcuts: Use shortcuts if available or create new ones to ease entering species.

See wiki section Mobile interface > Protocols > Enter data > Entering observations > Species to enter the species name.

Additional information

Enter number of individuals and atlas code.

Territory mapping. Additional information.

4. Species: Registered species.

5. Edit: Click to go to previous screen and change species name.

6. Counter: Type number of individuls or use quick keys to add or substract individuals. See wiki section ... to know how to use a counter, if necessary.

7. Atlas code: Click on an icon to indicate the main behaviour for individuals registered in this entry.

Territory mapping. Atlas code.

	Singing, drumming or displaying male present in breeding season in possible nesting habitat.
	Unidentified individual in breeding season in possible nesting habitat.
	Male in breeding season in possible nesting habitat.
	Female in breeding season in possible nesting habitat.
	Pair observed in suitable nesting habitat in breeding season.
	Agitated behaviour or anxiety calls from adults, indicating a nest or young nearby.
	Recently fledged young (nidicolous species) or downy young (nidifugous species) observed.
	Nest-building or excavating of nest-hole observed.
	Adult carrying faecal sac or food.
	Nest containing eggs or youngs.
	No atlas code.

Ending the list

To finish the survey, click the stop icon at the top right corner of the Place screen (see image End the list). You will be prompted to confirm (see image Ending the list. Confirmation).

Fill in details:

1. Time: Adjust starting or ending time by clicking on the time button. See wiki section Mobile interface > Submitting records > Later > Date/Time to know how to modify the clock.

2. Comment: Add or modify a comment if necessary.

3. Which species list did you count?:

I recorded all species of the programme: You counted only the species of interest to the protocol, but you counted them all.

All species where reported (=complete list): You counted all species seen within the polygon.

Remember to synchronise your data as soon as possible after entering to avoid loosing it.

Editing records and/or protocols

To edit records within a protocol, or to edit the protocol's general parameters, visit wiki section Mobile interface > Editing records > Editing protocols.

Deleting records and/or protocols

To delete records within a protocol, or to delete the whole protocol, visit wiki section Mobile interface > Editing records > Deleting protocols.

Browsing records

See your protocoled records:

• Before synchronisation
  

In the phone. See more details in wiki section Accessing your own records.

• After synchronisation
  

In Mine. See more details in wiki section Accesssing records' details.

In Under verification (only if any data of the protocol needs more information)

In the local portal. Go to the corresponding local portal, Menu > Explore > All my observations.

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

Point count

4 Point count 4.1 Start of list 4.2 Entering records 4.3 Ending the list 4.4 Editing records and/or protocols 4.5 Deleting records and/or protocols 4.6 Browsing records

Open the menu as for Submitting records and choose Point count (see image below).

Point count. Menu.

Choose the site you want to count at as explained in wiki section Mobile interface > Protocols > Enter data.

Start of list

Enter general information before starting the count.

Point count. Starting the list.

Comments

Enter any comment if necessary.

Record the trace

Check if you want 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

Check to keep your observations private. Note even if other users cannot see your records, aministrators will still see them and may contact you regarding your observations.

No species were seen (next step skipped)

Check if your survey did not provide any record. You will directly access Ending the list.

"My survey did not provide any data" Surveys with no species are also important results! Please submit them. It will mean you followed the established methodology but no birds were present. It can be due to methodology, disturbance, pollution or other major population changes and may be of extreme importance for conservation purposes.

---

Click Next when done.

Entering records

Enter observations as if in a list in the field.

Place

See wiki section Mobile interface > Protocols > Enter data > Entering observations > Place on how to interpret the map and place your observation.

Species

See wiki section Mobile interface > Protocols > Enter data > Entering observations > Species on how to enter the species name. Use shortcuts if necessary.

Plus

Enter additional information as if it where a list in the field.

See wiki section Mobile interface > Submitting records > Directly in the field > Step 4: Additional information on how to do it, if necessary.

---

When done, click Save. It will take you to the Place screen to continue entering observations.

Ending the list

To finish the survey, click the stop icon at the top right corner of the Place screen (see image End the list). You will be prompted to confirm (see image Ending the list. Confirmation).

Point count. Ending the list.

Fill in details:

1. Time: Adjust starting or ending time by clicking on the time button. See wiki section Mobile interface > Submitting records > Later > Date/Time to know how to modify the clock.

2. Additional observers: Indicate if someone else have taken part on teh count.

3. Conditions in general: Indicate how where the general conditions when surveying.

4. Important changes since last count: Indicate if there have been some remarkable changes from your previous survey.

5. Comment: Add or modify a comment if necessary.

6. Which species list did you count?:

I recorded all species of the programme: You counted only the species of interest to the protocol, but you counted them all.

All species where reported (=complete list): You counted all species seen from the point.

Remember to synchronise your data as soon as possible after entering to avoid loosing it.

Editing records and/or protocols

To edit records within a protocol, or to edit the protocol's general parameters, visit wiki section Mobile interface > Editing records > Editing protocols.

Deleting records and/or protocols

To delete records within a protocol, or to delete the whole protocol, visit wiki section Mobile interface > Editing records > Deleting protocols.

Browsing records

See your protocoled records:

• Before synchronisation
  

In the phone. See more details in wiki section Accessing your own records.

• After synchronisation
  

In Mine. See more details in wiki section Accesssing records' details.

In Under verification (only if any data of the protocol needs more information)

In the local portal. Go to the corresponding local portal, Menu > Explore > All my observations.

[Top to Protocols]
[Top to Point count]