Field Data Collection and Management Using ArcGIS®
Field Data Collection and Management Using ArcGIS® STUDENT EDITION
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1 ArcGIS field operations introduction 2 Preparing for field operations Table of Contents Esri resources for your organization............................................................................................. v Course introduction Course introduction .................................................................................................................... 1 Course goals ............................................................................................................................... 1 Installing the course data ............................................................................................................ 1 Icons used in this workbook ....................................................................................................... 2 Lesson introduction ..................................................................................................................1-1 The geoinformation model in ArcGIS.......................................................................................1-2 Field activities overview............................................................................................................1-4 Explore Esri field operations apps ............................................................................................1-6 Decision factors for data capture field apps .............................................................................1-7 Choosing a data capture field app .........................................................................................1-10 Which apps support your field activities? ...............................................................................1-12 Lesson review..........................................................................................................................1-13 Answers to Lesson 1 questions...............................................................................................1-14 Lesson introduction ..................................................................................................................2-1 Controlling access with groups in ArcGIS Online .....................................................................2-2 Exercise 2A: Create a group in ArcGIS Online .........................................................................2-4 Sign in to an ArcGIS Online organization............................................................................2-5 Create a folder ....................................................................................................................2-5 Create a group for sharing data..........................................................................................2-5 Create a second group .......................................................................................................2-6 Configure the group ...........................................................................................................2-7 Create a third group............................................................................................................2-7 Configure the group ...........................................................................................................2-8 Content requirements for ArcGIS field apps ............................................................................2-9 Preparing content for field apps .............................................................................................2-10 Improving data collection efficiency in field apps ..................................................................2-12 Exercise 2B: Configure a feature layer in ArcGIS Online ........................................................2-14 Publish a hosted feature layer from a zipped file geodatabase........................................2-15 Update item details for the hosted feature layer ..............................................................2-16 Configure a list for a feature layer.....................................................................................2-17 Publishing a web map for field apps ......................................................................................2-19 Lesson review..........................................................................................................................2-21 i
3 ArcGIS Field Maps introduction 4 Configuring forms for data collection in ArcGIS Field Maps Designer Answers to Lesson 2 questions...............................................................................................2-22 Lesson introduction ..................................................................................................................3-1 ArcGIS Field Maps benefits ......................................................................................................3-2 Configuration options in ArcGIS Field Maps Designer.............................................................3-4 The ArcGIS Field Maps Designer interface...............................................................................3-6 Exercise 3A: Create a web map in ArcGIS Field Maps Designer..............................................3-8 Sign in to an ArcGIS Online organization............................................................................3-9 Create a new web map and feature layer ...........................................................................3-9 Configure item details.......................................................................................................3-10 Add layers to your web map.............................................................................................3-13 Symbolize map layers........................................................................................................3-14 Add new features ..............................................................................................................3-19 Explore app settings for the Field Maps mobile app .............................................................3-22 The ArcGIS Field Maps mobile app interface.........................................................................3-23 Taking notes and drawing sketches with markup ...................................................................3-27 Exercise 3B: Collect field notes in the ArcGIS Field Maps mobile app ..................................3-29 Sign in to the Field Maps mobile app...............................................................................3-30 Open a web map ..............................................................................................................3-30 Create markers ..................................................................................................................3-32 Draw sketches ...................................................................................................................3-35 Share the markup..............................................................................................................3-39 Review the shared markup................................................................................................3-40 Lesson review..........................................................................................................................3-43 Answers to Lesson 3 questions...............................................................................................3-44 Lesson introduction ..................................................................................................................4-1 ArcGIS Field Maps forms ..........................................................................................................4-2 Form configuration options ......................................................................................................4-3 Identify form elements..............................................................................................................4-5 Configuring form elements in Field Maps Designer.................................................................4-7 Exercise 4A: Use Field Maps Designer to configure forms for data collection.........................4-8 Sign in to an ArcGIS Online Organization...........................................................................4-9 Configure a form for a feature layer....................................................................................4-9 Configure a form for a related table .................................................................................4-11 Open the ArcGIS Field Maps mobile app.........................................................................4-13 Open the web map...........................................................................................................4-13 Place a new asset ..............................................................................................................4-14 Conduct an inspection ......................................................................................................4-16 Review the new data .........................................................................................................4-19 ii
5 Creating data collection forms in ArcGIS Survey123 6 Updating a feature layer with ArcGIS QuickCapture Adding logic to forms.............................................................................................................4-20 Exercise 4B: Use Field Maps Designer to add logic to forms.................................................4-21 Configure conditional visibility..........................................................................................4-22 Configure a calculated expression ....................................................................................4-23 Configure a second calculated expression .......................................................................4-25 Review updated forms in the Field Maps mobile app......................................................4-27 Lesson review..........................................................................................................................4-31 Answers to Lesson 4 questions...............................................................................................4-32 Lesson introduction ..................................................................................................................5-1 ArcGIS Survey123 benefits .......................................................................................................5-2 ArcGIS Survey123 components ................................................................................................5-4 ArcGIS Survey123 component functions ..................................................................................5-6 Explore the Survey123 website interface..................................................................................5-7 Exercise 5A: Create a form using the ArcGIS Survey123 web designer...................................5-8 Sign in to an ArcGIS Online Organization...........................................................................5-9 Create a new survey............................................................................................................5-9 Configure form questions .................................................................................................5-10 Configure a form question rule.........................................................................................5-13 Publish the survey .............................................................................................................5-14 Share the survey................................................................................................................5-15 Download the survey on your device................................................................................5-16 Submit surveys ..................................................................................................................5-16 Create a web map.............................................................................................................5-19 Creating forms using Survey123 Connect ..............................................................................5-23 Exercise 5B: Configure calculations for form questions in the web designer.........................5-26 Write a question calculation..............................................................................................5-27 Write a survey calculation .................................................................................................5-28 Write a layer calculation ....................................................................................................5-28 Publish the survey .............................................................................................................5-30 Download the survey on your device................................................................................5-30 Submit a survey.................................................................................................................5-31 View the survey submissions .............................................................................................5-32 Lesson review..........................................................................................................................5-34 Answers to Lesson 5 questions...............................................................................................5-35 Lesson introduction ..................................................................................................................6-1 ArcGIS QuickCapture benefits..................................................................................................6-2 Relevant real-time observations................................................................................................6-4 ArcGIS QuickCapture button creation......................................................................................6-5 iii
7 Organizing your field activities with ArcGIS Dashboards Preparing data for an ArcGIS QuickCapture project ................................................................6-6 Exercise 6A: Create the data for an ArcGIS QuickCapture project ..........................................6-8 Create a feature layer..........................................................................................................6-9 Add a field...........................................................................................................................6-9 Create a list of choices ......................................................................................................6-10 Configure editor tracking..................................................................................................6-11 Symbolize the layer...........................................................................................................6-11 Share the web map ...........................................................................................................6-12 ArcGIS QuickCapture project configuration options ..............................................................6-13 Exercise 6B: Capture observations with ArcGIS QuickCapture ..............................................6-15 Create an ArcGIS QuickCapture project...........................................................................6-16 Configure the button position ..........................................................................................6-17 Configure the button symbology......................................................................................6-17 Group the buttons.............................................................................................................6-19 Prepare to share your project............................................................................................6-20 Use the mobile app on your device..................................................................................6-21 View observations in a web map.......................................................................................6-23 Lesson review..........................................................................................................................6-24 Answers to Lesson 6 questions...............................................................................................6-25 Lesson introduction ..................................................................................................................7-1 ArcGIS Dashboards benefits.....................................................................................................7-2 ArcGIS Dashboards elements ...................................................................................................7-4 Sources of data for ArcGIS Dashboards ...................................................................................7-7 Configuration settings for dashboard elements .......................................................................7-8 Exercise 7: Create an interactive dashboard to display field activity......................................7-10 Create a dashboard in ArcGIS Dashboards ......................................................................7-11 Add a map element to the dashboard..............................................................................7-11 Add a list element to the dashboard ................................................................................7-13 Add an indicator element to the dashboard.....................................................................7-14 Add interactivity between elements .................................................................................7-18 Lesson review..........................................................................................................................7-20 Answers to Lesson 7 questions...............................................................................................7-21 Appendices Appendix A: Esri data license agreement ............................................................................... A-1 Appendix B: Answers to lesson review questions ....................................................................B-1 Appendix C: Additional resources........................................................................................... C-1 iv
Take advantage of these resources to develop ArcGIS software skills, discover applications of geospatial technology, and tap into the experience and knowledge of the ArcGIS community. Instructor-led and e-Learning resources Esri instructor-led courses and e-Learning resources help you develop and apply ArcGIS skills, recommended workflows, and best practices. View all training options at esri.com/training/ catalog/search. Planning for organizations Esri training consultants partner with organizations to provide course recommendations for job roles, short-term training plans, and workforce development plans. Contact an Esri training consultant at [email protected]. Esri technical certification The Esri Technical Certification Program recognizes individuals who are proficient in best practices for using Esri software. Exams cover desktop, developer, and enterprise domains. Learn more at esri.com/training/certification. Social media and publications Twitter: @EsriTraining and @Esri Esri on LinkedIn: linkedin.com/company/esri Esri training blog: esri.com/trainingblog Esri publications: Access online editions of ArcNews, ArcUser, and ArcWatch at esri.com/esrinews/publications Esri training newsletter: Subscribe at go.esri.com/training-news Other Esri newsletters: Subscribe to industry-specific newsletters at go.esri.com/subscribe Esri Press Esri Press publishes books on the science and technology of GIS in numerous public and private sectors. esripress.esri.com Esri resources v
GIS bibliography A comprehensive index of journals, conference proceedings, books, and reports related to GIS, including references and full-text materials. gis.library.esri.com ArcGIS documentation and tutorials In-depth information, tutorials, and documentation for ArcGIS products. ArcGIS Online: arcgis.com ArcGIS Desktop: desktop.arcgis.com ArcGIS Enterprise: enterprise.arcgis.com Esri Community Join the online community of GIS users and experts. community.esri.com Esri events Esri conferences and user group meetings offer a great way to network and learn how to achieve results with ArcGIS. esri.com/events Esri Videos View an extensive collection of videos by Esri leaders, event keynote speakers, and product experts. youtube.com/user/esritv ArcGIS for Personal Use Improve your GIS skills at home and use ArcGIS to enhance your personal projects. The ArcGIS for Personal Use program includes a 12-month term license for ArcGIS Desktop, extension products, and an ArcGIS Online named user account with 100 service credits. esri.com/personaluse GIS Dictionary This term browser defines and describes thousands of GIS terms. support.esri.com/en-us/gisdictionary Esri resources (continued) vi
Through various field operations applications in ArcGIS, organizations can incorporate field data in an efficient and timely manner. This real-time data can be organized and shared quickly to provide decision makers with accurate information to allow them to effectively manage their organization. This course will emphasize how to prepare your data for use in these applications, share the data online, and then use the applications to create actionable information. In this course, you will learn about how the input data can be modified to allow for easier collection of field activity and then how the output created by the applications can be organized, analyzed, and shared throughout your organization. Course goals After completing this course, you will be able to perform the following tasks: • Create and configure a web map for map-based data collection and surveys for form-based data collection. • Quickly capture real-time field observations. • Monitor fieldwork in progress using a dashboard. Installing the course data Some exercises in this workbook require data. Depending on the course format, the data is available on a DVD in the back of a printed workbook or as a data download. To use the data, extract it to your C:\EsriTraining folder. DISCLAIMER: Some courses use sample scripts or applications that are supplied either on the DVD or on the Internet. These samples are provided "AS IS," without warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement. Esri shall not be liable for any damages under any theory of law related to the licensee's use of these samples, even if Esri is advised of the possibility of such damage. Course introduction 1
Estimated times provide guidance on approximately how many minutes an exercise will take to complete. Notes indicate additional information, exceptions, or special circumstances about specific course topics. Recommended practices improve efficiency and save time. Esri Academy resources provide more in-depth training on related topics. Additional resources provide additional information about related topics. Warnings indicate potential problems or actions that should be avoided. Icons used in this workbook 2
ArcGIS field apps help you use the power of location to improve coordination and streamline field operations. You can reduce or even replace your reliance on paper forms and other management strategies. You can also ensure that everyone, both in the field and in the office, uses the same authoritative data—reducing errors, boosting productivity, and saving money. Topics covered The geoinformation model in ArcGIS Choosing the appropriate ArcGIS field apps 1 ArcGIS field operations introduction 1-1
When using ArcGIS field apps, it is important to consider how field apps fit into the ArcGIS system. ArcGIS provides a framework for anyone to create, share, and use geographic information. This information includes maps and scenes, layers, analytics, and apps. Figure 1.1. The ArcGIS geoinformation model is the information model of Web GIS. Portal A portal is a collection of items that are organized into galleries of content, powered by ArcGIS Online or ArcGIS Enterprise. Layers Layers are logical collections of vector or raster geographic data, with associated tabular information, that can be combined to create maps and scenes. Lesson 1 The geoinformation model in ArcGIS 1-2
Apps Apps are computer programs with map-centric workflows and tools designed for mobile or desktop use. Apps like ArcGIS Field Maps and ArcGIS Dashboards enhance mobile and operational-awareness capabilities. Maps and scenes Maps and scenes are recognizable user interfaces representing geographically referenced data. Anyone with a web browser, mobile device, or desktop machine can view 2D maps and 3D scenes that have been shared. Analytics Analytics apply tools and functions, including spatial analysis tools, to layers—producing analytical results in the form of new layers. The geoinformation model in ArcGIS (continued) ArcGIS field operations introduction 1-3
For many organizations, field activities are the source of a lot of data that can either ensure success or create management difficulties. Work in the field—whether managing an event, collecting location information, or generating business data—can be considered field activity. Figure 1.2. Most field activities can be organized into six categories. There are many ArcGIS apps available to support field operations. Each ArcGIS field app can be used to produce information for decision makers. But when outputs from several apps are combined, a more complete field activity management solution can be produced. ArcGIS app Activity Description ArcGIS Field Maps • Capture • Understand A mobile app for easily capturing new data and updating existing GIS features in the field, even disconnected Lesson 1 Field activities overview 1-4
ArcGIS app Activity Description ArcGIS Survey123 • Capture A form-centric solution for creating, sharing, and analyzing surveys, with support for multiple languages ArcGIS QuickCapture • Capture An app used to quickly record GIS points and other attributes while you scout locations, conduct aerial surveys, or assess damage from a moving vehicle with the touch of a button ArcGIS Dashboards • Monitor A configurable web app that allows you to use charts, gauges, maps, and other visual elements to reflect the status and performance of people, services, assets, and events in real time ArcGIS Navigator • Navigate A mobile navigation app that allows you to customize routing for your workforce by adding custom maps and routes, defining travel modes, and searching your assets ArcGIS Workforce • Coordinate • Plan A mobile solution that uses the power of location to achieve better coordination and teamwork in your field workforce Field activities overview (continued) ArcGIS field operations introduction 1-5
ArcGIS field apps enable users to enhance field data collection and tracking workflows. These highly configurable apps provide a wide range of functionality and provide a tailor-made user experience for collecting and reviewing field data. Each app within Esri's suite of field apps provides a unique approach to solving field operation needs. While some field apps are better suited to specific workflows, each app can play a role in your field operation workflows. To give some insight into the potential of ArcGIS data capture field apps, you will explore an ArcGIS StoryMaps story that showcases the use of these apps in a grounds maintenance example. Instructions a Open a web browser and go to https://arcg.is/19WK8K0. b Review the information provided in the story to answer the following questions. You can skim through the Creating Your Map section, or you can use the app-specific tabs located at the top of the page to quickly navigate to the answers. 1. How is GIS information conveyed to mobile users while using field apps? _____________________________________________________________________________________ _____________________________________________________________________________________ 2. Which Esri field app(s) can be used on mobile devices to collect data in the field? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 3. Which Esri field app has three components: web app, desktop app, and mobile app? _____________________________________________________________________________________ _____________________________________________________________________________________ 4. Which Esri field app uses a simple button interface to capture field observations? _____________________________________________________________________________________ _____________________________________________________________________________________ Lesson 1 Explore Esri field operations apps 1-6
There are three primary ArcGIS field apps used for data collection: ArcGIS Field Maps, ArcGIS Survey123, and ArcGIS QuickCapture. Each app has unique attributes that can be advantageous for different scenarios. When deciding which data collection field app to use for a workflow, consider the following three factors: • Level of detail • Collection environment • Answer format Figure 1.3. Field app choice can be determined based on a few considerations. Level of detail The level of detail reflects the amount of information that can be captured by a field app. Some field apps can collect highly detailed information about observations and assets, while other apps are better suited to collect basic observation data. Field apps that can collect higher levels of detail can also be simplified to collect basic data, but they have the potential to collect more detailed data if needed. Collection environment The collection environment encompasses two concepts: site and mobility. Regarding collection Decision factors for data capture field apps ArcGIS field operations introduction 1-7
site, will mobile users need to be on site to collect data, or will users be able to collect data from other locations? Regarding mobility, can the field app collect data in a way that captures aspects of motion, or is it suited for collecting stationary data? Determining the site and mobility requirements of a data collection workflow before choosing the field app will allow the data collection process to work as desired. Answer format The answer format consideration is related to the three styles of interfaces found within ArcGIS field apps. A map-centric answer format is based around a web map; it enables users to interact with web map and layer elements, selecting specific features to view and update data. A formcentric answer format presents a structured series of questions for users to answer. A buttoncentric answer format provides an interface with a collection of buttons, where users can click a button to quickly submit data. Figure 1.4. Different ArcGIS field apps have one of three styles of answer format for data capture: map-centric (left), form-centric (middle), and button-centric (right). Field app decision factors While some workflows can be supported by more than one field app, some workflows will align more with particular field apps. The following table summarizes attributes of the three data capture field apps and the manner in which they address the deciding factors previously outlined. Review the table with your workflow in mind. Lesson 1 Decision factors for data capture field apps (continued) 1-8
Field app Level of detail Collection environment Answer format ArcGIS Field Maps Highly detailed • On-site or off-site • Stationary or streaming (inmotion) location Mapcentric ArcGIS Survey123 Highly detailed • On-site or off-site • Stationary location Formcentric ArcGIS QuickCapture Basic • On-site • In-motion Buttoncentric Decision factors for data capture field apps (continued) ArcGIS field operations introduction 1-9
Read through the following two scenarios, which outline hypothetical field data collection tasks. Use the knowledge that you have gained to determine which field app would best suit the needs for each workflow. The table from the previous instruction can help you choose the appropriate field app for each scenario. Scenario 1: Municipal parks department Imagine that you are a GIS analyst for a municipal parks department. Your city has announced an initiative to improve public assets to better meet the needs of residents. You have been tasked with collecting public perception data about different characteristics of the city's parks. To accomplish this task, you will need to develop a data capture field app that uses structured questions to collect a range of information and that is approachable and easy for residents to use. 1. Which answer format would enable you to present structured questions for collecting information about different parks and their unique characteristics? _____________________________________________________________________________________ _____________________________________________________________________________________ 2. Which collection environment would enable residents to submit information at their own speed, while either on site or at a different location? _____________________________________________________________________________________ _____________________________________________________________________________________ 3. Based on your decision factors, which field app would best meet your needs in this scenario? _____________________________________________________________________________________ _____________________________________________________________________________________ Scenario 2: Regional water supplier Imagine that you are a GIS administrator for a regional water supplier. Your department wants to modernize its GIS and field operations. To help achieve this goal, you will need to develop a data capture field app to verify and update existing asset data. You will need to enable users in the field to review a map of local asset data while in the field, as well as to collect and update detailed information for a range of asset types. Lesson 1 Choosing a data capture field app 1-10
4. Which answer format would enable users in the field to review local asset data, as well as to select specific assets to verify and update? _____________________________________________________________________________________ _____________________________________________________________________________________ 5. Which level of detail would be required for this project? _____________________________________________________________________________________ _____________________________________________________________________________________ 6. Based on your decision factors, which field app would best meet your needs in this scenario? _____________________________________________________________________________________ _____________________________________________________________________________________ Choosing a data capture field app (continued) ArcGIS field operations introduction 1-11
Now that you have learned about the different field apps that are available, consider one or more of the field apps that could support your organization's field activities. 1. Which ArcGIS field app(s) could support your organization's field activities? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Lesson 1 Which apps support your field activities? 1-12
1. Which ArcGIS component is defined as collections of vector or raster geographic data that can be added to create maps and scenes for field apps? a. Portals b. Layers c. Apps d. Analytics 2. Which ArcGIS data capture field app is form-centric? a. ArcGIS Field Maps b. ArcGIS Survey123 c. ArcGIS QuickCapture d. ArcGIS Dashboards Lesson review ArcGIS field operations introduction 1-13
Explore Esri field operations apps (page 1-6) 1. How is GIS information conveyed to mobile users while using field apps? Web maps and feature layers convey data to mobile users. 2. Which Esri field app(s) can be used on mobile devices to collect data in the field? • ArcGIS Field Maps • ArcGIS Survey123 • ArcGIS QuickCapture 3. Which Esri field app has three components: web app, desktop app, and mobile app? ArcGIS Survey123 4. Which Esri field app uses a simple button interface to capture field observations? ArcGIS QuickCapture Choosing a data capture field app (page 1-10) Scenario 1: Municipal parks department 1. Which answer format would enable you to present structured questions for collecting information about different parks and their unique characteristics? Form-centric 2. Which collection environment would enable residents to submit information at their own speed, while either on site or at a different location? Stationary 3. Based on your decision factors, which field app would best meet your needs in this scenario? ArcGIS Survey123 Scenario 2: Regional water supplier 4. Which answer format would enable users in the field to review local asset data, as well as to Answers to Lesson 1 questions 1-14
select specific assets to verify and update? Map-centric 5. Which level of detail would be required for this project? High level of detail 6. Based on your decision factors, which field app would best meet your needs in this scenario? ArcGIS Field Maps Which apps support your field activities? (page 1-12) 1. Which ArcGIS field app(s) could support your organization's field activities? Answers will vary based on personal experience. Answers to Lesson 1 questions (continued) 1-15
ArcGIS field apps can transform disparate field activities and processes into a unified workflow. When preparing a field workflow, there are several considerations for ensuring that the proper information is captured and conveyed. In this lesson, you will learn about planning, creating, and sharing layers and maps for use in a mobile field app. Topics covered Controlling access with groups in ArcGIS Online Content requirements for ArcGIS field apps Preparing data for ArcGIS field apps 2 Preparing for field operations 2-1
When using ArcGIS to support your organization's field operation workflows, you should first decide how content will be organized and which organizational members will need access. In ArcGIS Online, a group is a collection of items that are often related to a specific region, subject, or project. You can use groups to organize your online content and to control access to that content through group membership. When a user creates a group, they are automatically added to the group as the group owner. Group owners can make decisions about the group privileges, including visibility, membership, and contribution. Figure 2.1. Properties of groups in ArcGIS Online allow for refined access to the groups. Visibility Visibility settings control who can find and view the name and description of your group when they go to the Groups tab, as well as who can see a list of group members. Membership When a user is added to a group, they become a group member and gain access to all content shared with the group. A group owner or manager can add members directly to the group, invite members to join the group, accept requests for group membership from organization members, or remove members from the group. Contribution Contribution settings determine who is able to contribute content to the group: all group members or only the group owner and group managers. Lesson 2 Controlling access with groups in ArcGIS Online 2-2
For more information about security, privacy, and compliance, visit the ArcGIS Trust Center (https://trust.arcgis.com). Controlling access with groups in ArcGIS Online (continued) Preparing for field operations 2-3
Imagine that you are the GIS administrator for the Tri-County Farmer's Faire, an organization that hosts an open-air market. At this weeks-long event in Aurora, Colorado, attendees can sample locally grown food and see exhibits with varying themes. You have been asked to find a new way to manage the event with ArcGIS field apps. You can create and share web maps, layers, and apps relevant to the work that each of the field crews is doing. In this exercise, you will begin the process by creating a group to manage the data that will be shared with the mobile workers. In this exercise, you will perform the following tasks: • Create a group in ArcGIS Online. • Configure the group properties. • Add members to the group. Exercise 2A Create a group in ArcGIS Online 15 minutes 2-4
Step 1: Sign in to an ArcGIS Online organization In this step, you will sign in to the Esri Training Services ArcGIS Online organization. a Open a web browser and go to ArcGIS Online (www.arcgis.com). b Click Sign In. c In the Sign In With dialog box, click Your ArcGIS Organization's URL to expand the section. d For the organization's URL, type trainingservices and click Continue. e Click Your Course Account. f Type the username and password provided by your instructor, and then click Sign In. You are now signed in to your ArcGIS Online organizational account. Step 2: Create a folder In this step, you will create folders to contain items that support your organization's field activities. You will then create and configure groups to grant access to those items. a At the top of the page, click Content. b On the left side of the page, next to Folders, click the Create New Folder button . c In the Create A Folder dialog box, for Folder Name, type TCFF Data <your initials>. Throughout this course, you will add your initials to the end of the names of items that you create. Adding your initials gives your items unique names within the Esri Training Services ArcGIS Online organization. An example of a folder name that includes initials would be TCFF Data AW. d Click OK. You will publish your initial web maps and layers to this folder location. Step 3: Create a group for sharing data Throughout this course, you will create content to support several types of field activities. You will create multiple groups to accommodate these different activities. In this step, you will create a group to share content with organizational members who are tasked with managing field operations. Preparing for field operations 2-5
a At the top of the page, click Groups. The Groups page opens. From this page, you can create and manage groups in your organization. b Click Create Group. c In the Create A Group dialog box, under Group Overview, for Name, type Faire Management <your initials>. d For Summary, type Group used to share content with faire management. e For Tags, type Tri-County Faire and Faire Management. You can type multiple tags separated by commas and then press Enter, or you can type individual tags, omitting the commas and pressing Enter after each tag. f Under Group Membership, for Who Can View This Group, select Only Group Members. Because this group is the management group, you do not need anyone else to see the group. g Click Save. h In the upper right, next to Overview, click the Content tab. The Content page displays all the content in your ArcGIS Online organization that has been shared with this group. In this case, nothing is shown because you have not yet shared any content with the group. As you create and share content with this group throughout this course, your items will be listed here. i Click the Members tab. The Members page lists all the members of your group. For the purposes of this course, you will be the only group member. However, in a real-world scenario, you would invite any other managers to be members of the group. You would use the group to share content with those members, which they would later use for managing field operations. Step 4: Create a second group In this step, you will use the same workflow as before to create a second group for security personnel assigned to the event. a At the top of the page, click Groups. b Click Create Group. c For Name, type Faire Security <your initials>. Lesson 2 2-6
d For Summary, type Group used to share content with faire security. e For Tags, type Tri-County Faire and Faire Security. f For Who Can View This Group, select All Organization Members. g Click Save. Step 5: Configure the group In this step, you will configure the security group by adding members and establishing which permissions those members have. a In the Faire Security group, click Invite Members to add members. b In the Invite Members dialog box, in the Search Users field, type officer. c Check the boxes for Officer 1 and Officer 2 to select them. d Click Add Members To Group. A status message appears, indicating that two members have been added to the group. e Click the Members tab. 1. Who are listed as members? __________________________________________________________________________________ __________________________________________________________________________________ 2. Which roles have been assigned to the members of the group? __________________________________________________________________________________ __________________________________________________________________________________ The role specification can be used to modify privileges within the group. The group owner has the discretion to restrict the actions that each member can perform. Step 6: Create a third group In this step, you will use the same workflow to create a third group for maintenance personnel for the organization. a At the top of the page, click Groups. Preparing for field operations 2-7
b Click Create Group. c For Name, type Faire Maintenance <your initials>. d For Summary, type Group used to share content with faire maintenance. e For Tags, type Tri-County Faire and Faire Maintenance. f For Who Can View This Group, select All Organization Members. g Click Save. Step 7: Configure the group In this step, you will configure the maintenance group by adding members and establishing which permissions those members have. a In the Faire Maintenance group, click Invite Members to add members. b In the Invite Members dialog box, in the Search Users field, type technician, and then select Technician 1 and Technician 2. c Click Add Members To Group. d Near the top of the page, click Members. e Check the box next to Technician 1. After you select a member of a group, you will see actions available to perform on that group member. f With Technician 1 selected, click Update Member's Group Role. g Select Manager, and then click Save. This user has been granted the Manager group role. This role enables the user to manage group users and content, as well as to edit group properties. You can only grant this role to users who are group members, as well as to users who are from your organization or a collaborating organization with privileges to create and own groups. h Keep your web browser open for the next exercise. Now that you have created the groups for your organization, you are ready to start the process of adding data for these groups to manage the operation of the event. Lesson 2 2-8
ArcGIS field apps support field activities by reading from and writing to content shared from either ArcGIS Online or ArcGIS Enterprise. While each field app has its own requirements, they are typically configured using web maps, feature layers, or a combination of both. Figure 2.2. Feature layers and web maps are content requirements for ArcGIS field apps. Feature layer Feature layers are vector layers that support querying, visualization, and editing on the web. All ArcGIS field apps edit feature layers shared from either ArcGIS Online or ArcGIS Enterprise. When publishing a feature layer to ArcGIS Online, a copy of the layers data is stored in ArcGIS Online and referenced by the portal item. To avoid copying the data to ArcGIS Online, ArcGIS Enterprise is required to create a feature layer that references data from an external data source. Web map A web map is an interactive display of geographic information that contains a basemap, a set of operational layers, an extent, and navigation tools to pan and zoom. In general, the basemap and operational layers are shared from ArcGIS Online or ArcGIS Enterprise. Content requirements for ArcGIS field apps Preparing for field operations 2-9
Before you can begin collecting data in the field, you need to prepare layers and maps to meet the requirements of your field workflows. Keep in mind that each field app has different requirements and that preparing content for use with a specific app could involve one or more of the following considerations. New layers vs. existing layers Some field apps give you the option to collect data by using an existing feature layer in your organization or by creating a new layer within the app. Deciding whether you want to maintain your current layers or create entirely new layers will depend on the state of your data, the needs of your field operation workflows, and the field apps that you decide to use. Schemas The data collection capabilities of feature layers and tables are largely based on their schemas. To effectively use field apps in your field workflows, you should review the schemas of layers and tables to ensure that they meet the needs of your workflows. Some schema configurations that should be considered are as follows: • Lists and domains • Subtypes • Templates Editing capabilities All field apps require an editable feature layer in order to collect data and perform inspections in the field. Some field apps support the ability to include additional read-only layers that are used to view data in the field. Data accessibility Who can access your data and for what purposes are important considerations. These decisions can impact data security, data integrity, and workflow efficacy. With these considerations in mind, the following approaches to granting access are common: • Configuring groups • Configuring item settings Lesson 2 Preparing content for field apps 2-10
• Creating layer views Inspection records Field apps which utilize editable feature layers will enable you to update existing features or add new features to those layers. However, some workflows, such as workflows that include inspecting features and creating inspection records, benefit from the ability to create records without adding or updating feature data. To enable a workflow to create inspection records, you will need to configure a relationship class in ArcGIS Pro before publishing. This relationship is preserved after the feature layer is published, and the related table will enable you to create records related to that feature layer. Preparing content for field apps (continued) Preparing for field operations 2-11
Preparing content for field apps can involve many techniques to improve data collection workflows, including the following techniques: • Feature templates • Domains • Subtypes Figure 2.3. There are multiple techniques to improve the data collection efficiency for field apps. With these techniques, you can significantly simplify the data collection process and produce better results. Feature templates When editing feature layers in ArcGIS Pro, feature templates consist of construction tools, feature Lesson 2 Improving data collection efficiency in field apps 2-12
attribute field values, and other properties that create features on specific layers. When feature templates are used on feature layers before they are published, the field apps will use these predefined properties to create new features within the app. For more information on feature templates, visit ArcGIS - Manage Feature Templates Domains Domains are used in ArcGIS Pro to create a list of specific values to be used on fields in a layer. Data integrity is enforced to ensure that the input is one choice within a set of predefined choices. For field apps, the domains will be used to create drop-down choices when adding new features or updating existing features. Lists in ArcGIS Online and ArcGIS Enterprise are equivalent to domains in ArcGIS Pro, and can be configured for feature layer fields to provide similar functionality. Subtypes When created in ArcGIS Pro, subtypes allow you to categorize a layer into a subset of features that share the same attributes. In ArcGIS field apps, subtypes are used as a grouping technique to create two drop-down options when used with domains. For example, if you are performing a vegetative analysis, you could use the type of vegetation, such as a tree, as the subtype and then specify the species of tree with the domain. This technique prevents mismatched datasets that can cause errors later, such as a combination of shrub with a tree species or a water pipe with the measurement of a gas pipe. Improving data collection efficiency in field apps (continued) Preparing for field operations 2-13
Imagine that you have received a zipped file geodatabase from a municipal public works department that contains feature classes to support future field operations. You need to publish and configure a feature layer in ArcGIS Online so that the feature classes can be used in field apps. In this exercise, you will perform the following tasks: • Publish a feature layer from a file geodatabase. • Configure item details for a feature layer. • Create a list for a feature layer. Exercise 2B Configure a feature layer in ArcGIS Online 15 minutes 2-14
Step 1: Publish a hosted feature layer from a zipped file geodatabase You will publish a hosted feature layer from data found within a zipped file geodatabase. a Return to the web browser with the active ArcGIS organization page. b At the top of the page, click Content. c Click New Item. d Click Your Device. e Browse to C:\EsriTraining\FIDA\Data\Databases. f Select PublicWorks.gdb.zip, and then click Open. g Under File Type, click Shapefile and choose File Geodatabase. h Click Next. After you have selected the File and File Type, you will configure essential item details. i For Title, type PublicWorks <your initials>. j For Folder, choose TCFF Data <your initials>. Preparing for field operations 2-15
k For Tags, type Tri-County Faire and Field Operations. l For Summary, type Public Works data used to support field operations. m Click Save. You have published a hosted feature layer that will be used to support future field operations. Step 2: Update item details for the hosted feature layer In this step, you will review item details and update sharing options for the hosted feature layer. a At the top of the page, click Content. b Under Folders, click TCFF Data <your initials>, if necessary. 1. What items were created when you published the zipped file geodatabase? __________________________________________________________________________________ __________________________________________________________________________________ c Click the PublicWorks <your initials> hosted feature layer. This page contains information and configuration settings for the PublicWorks hosted feature layer. d On the right, click Share. e Set the sharing level to Organization, and then click Edit Group Sharing. f Check the boxes for Faire Maintenance and Faire Management, and then click OK. g Click Save. Now that you have updated sharing options for the PublicWorks feature layer, you will configure settings for this layer. h Near the top of the page, click Settings. i Under Feature Layer (Hosted), in the Editing section, check the boxes for the following settings: • Enable Editing • Keep Track Of Changes To The Data (Add, Update, Delete Features) • Enable Sync Lesson 2 2-16
j Click Save. You reviewed information about your new PublicWorks hosted feature layer, then updated sharing options and configuration settings for the layer. This content is now available to users within your organization, as well as to members of the Faire Management and Faire Maintenance groups. With the new editing capabilities that you configured, users in the organization and members of the groups will be able to add and update feature data for this layer. Step 3: Configure a list for a feature layer You will now create a list for one of the layers in the hosted feature layer. This list will represent all potential values for a field, which will simplify data collection and ensure data integrity. a Near the top of the page, click Data. b In the upper-right corner of the page, click Fields. Table view shows the features as seen in the layer's attribute table, and Fields view shows the field configuration for the layer. c In the Display Name column, click Type. d Click Create List. In an ArcGIS Online feature layer, lists function similarly to domains. e Under Label (Displayed Value), type Bridge. f Under Code (Stored Value), type 1. g Click Add. Preparing for field operations 2-17
h Continue adding the list of values according to the following table: Label (Displayed Value) Code (Stored Value) Gate 2 Building 3 Farm 4 Parking Lot 5 i Click Save. The new list of values now appears at the bottom of the Type Field page. j Close your web browser. You have created a list for your feature layer to improve the efficiency of data collection and the integrity of data collected in the field. Lesson 2 2-18
The workflow to publish web maps using ArcGIS Pro includes a series of steps and a range of considerations. Figure 2.4. The publishing workflow for web maps to be used for field apps has six steps. Evaluate the map In ArcGIS Pro, open the map to be shared as a web map and look to see if all the layers display as expected. Ensure that it contains all the features and attributes to be used for your field apps. Specify the map metadata The properties for the published web map will inherit the properties of the map. If the properties have not been specified with the map, you can specify the information in this section. There are required fields to allow for the data to be found easier when searching the portal. Preserve layer and table IDs You may need to make changes to a web map in the future. Layer and table IDs may change when you edit the layers and map before publishing and overwriting the previous web map. To avoid encountering continuity issues, it is recommended that you author the map to preserve the layer Publishing a web map for field apps Preparing for field operations 2-19
and table IDs before initially sharing a map image layer or web feature layer. Specify the publishing options Configuring the properties of a web map before publishing will streamline your workflow and reduce the potential for issues in the future. Choose a folder location and sharing options to organize and control access to your content, and ensure that you select the Editable configuration to enable field operations. Analyze the map Before publishing the web map, you can inspect the input data and map configurations for potential issues. You will receive feedback about any potential problems with the map and underlying layers, and you will have the opportunity to resolve any issues that arise. This process will ensure that the published web map will work for your field apps. Publish the web map Publishing a web map makes the data available for field apps to use. The layers contained in the map will be published as feature layers that can be used separately by some field apps. Lesson 2 Publishing a web map for field apps (continued) 2-20
1. When setting up a group in ArcGIS Online, a group owner can control which aspects of the group? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. Which data collection efficiency techniques create drop-down options in ArcGIS field apps? _____________________________________________________________________________________ _____________________________________________________________________________________ 3. Which publishing setting in ArcGIS Pro controls whether the user of a web map can edit the layers? a. Location b. Configuration c. Sharing d. Item details Lesson review Preparing for field operations 2-21
Exercise 2A: Create a group in ArcGIS Online (page 2-4) 1. Who are listed as members? There are three members: the two officers and the creator of the group. 2. Which roles have been assigned to the members of the group? There are two roles indicated: member and owner. Exercise 2B: Configure a feature layer in ArcGIS Online (page 2-14) 1. What items were created when you published the zipped file geodatabase? There are two items: a file geodatabase and a hosted feature layer. Answers to Lesson 2 questions 2-22