Protocols
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.
Access the protocol as if entering non protocoled observations (+ icon at the bottom right corner, se 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.
Protocol settings
Before start entering data to a protocol, you may have to set some parameters:
- List of species
- Menu > Preferences > Species > Choice of species.
- List of species
- Parameters specific to certain protocols.
- Menu > Preferences > Protocols (see image below).
- Parameters specific to certain 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:
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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
Territory Mapping
Choose one of the options to select the configuration of your keyboard (see image Keyboard configuration for mapping).
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).
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).
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: |
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.
- 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.
- 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 > 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.
- 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.
- 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.
- After synchronisation, visualise your track at the local portal by:
- 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.
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
- 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).
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.
To see how to navigate the map, see wiki section Navigating the map.
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- Species
- 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
- Number of individuals
See Mobile interface > Entering records > Directly in the field > Number of individuals if necessary.
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- Plus
- 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).
Adjust time, if necessary, and add or modify a comment. Finally, indicate which type of list you recorded (see image below).
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.
- Before synchronisation
- After synchronisation
- In Mine. See more details in wiki section Accesssing records' details.
- After synchronisation
- In Under verification (only if any data of the protocol needs more information)
- 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.
- In the local portal. Go to the corresponding local portal, Menu > Explore > All my observations.