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Mobile Solutions Hands-on Workshop
Tim Hensley & Jordan Miller
Esri
Today’s Objectives
• Introduce real world mobile workflows for the ArcGIS
Platform
• Configure mobile COTS solutions that meet your business
needs
- Collector
- Survey123
- Workforce
- Operations Dashboard
• Use geographic data for real-time data collection and
monitoring
Who is responsible for this room
• Mark Yandrick, GISP
• Planner & GIS Analyst
• City of Centerville Planning Department
• 100 W. Spring Valley Rd
• Centerville, OH 45458
• 937-428-4767
• MYandrick@centervilleohio.gov
• Jennifer Shuey
• Director of Operations and Education
• County Engineers Association of Ohio
• 6500 Busch Blvd., Suite 100
• Columbus, OH 43229
• 614-221-0707
• jshuey@ceao.org
Geospatial
Analysis
ArcGIS Solutions are part of the ArcGIS Platform
System of
Record
System of
Insight
System of
Engagement
Desktop Web Device
Server Online
Content
and
Services
PortalWeb GIS
THE SCIENCE OF WHERE
• Variety of Focused Apps for your Smart
Phone or Tablet
- Explorer – Collaboration
- Business Analyst Online – Demographics
- Workforce – Field Work Assignments
- Collector – Data Collection
- Survey123 – Enhanced Data Collection
- Navigator – Geocoding and Routing
- Snap2Data – Collect Points with GeoTagged
Photos
- Snap2Map – Create a Story Map by collecting
Points with GeoTagged Photos
Mobile Solutions
Mobile Solutions
• Operations Dashboard
• a.k.a, Operational Awareness
Prebuilt Native Apps
Less Customization More Customization
ArcGIS is accessible to both Developers and Non-Developers
Configurable Apps Build your Own
GeoForm
• Many/Most Apps require a Named User
• GeoForm – Allows for anonymous data
collection
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoForm
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoFormMap CentricData collection style
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoForm
YesEdit existing data
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoForm
YesSmart forms
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoForm
NoWorks offline
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoForm
NoAnonymous access
Field Mobility Comparisons
Data collection style Form Centric Map Centric Form Centric
Capture new data Yes Yes Yes
Edit existing data No (Planned 2017) Yes No
Smart forms Yes (XLSForms) No No
Works offline Yes Yes No
Anonymous access Yes No Yes
Platforms iOS, Android,
Windows, Mac, Linux,
Web
iOS, Android, Windows Web
Technical Support Esri & Community Esri & Community Esri & Community
Survey123 Collector GeoForm
WebPlatforms
Field
Operations
Field Operations Workflow
- Plan
- Coordinate
- Navigate
- Capture
- Monitor
Field
Operations
ArcGIS for Desktop
ArcGIS for Desktop
Workforce for ArcGIS
Field WorkersReceive Assignments
DispatcherAssigns Work
Work as a Team
New!
Field
Operations
• Two basic components:
- Back-office: Dispatcher
- Field app: Mobile worker
• Work as a Team
Workforce for ArcGIS
ArcGIS for Desktop
App-Link API
Your Own Maps
Navigator for ArcGIS
Field
Operations
• Street Data Included
• You can load your own too
• Works offline
• App-Link API
Navigator for ArcGIS
Workforce for ArcGIS
ArcGIS for Desktop
Collector for ArcGIS
Map Centric Data Collection
Windows Support
High Accuracy
Field
Operations
http://www.esri.com/collector
Collector for ArcGIS Navigator for
ArcGIS
Workforce for ArcGIS
ArcGIS for Desktop
Survey123
Smart Forms
New!
Source Code Available
Field
Operations
http://survey123.arcgis.com
Collector for ArcGIS Navigator for
ArcGIS
Workforce for ArcGIS
ArcGIS for Desktop
Survey123 for ArcGIS
Real-Time Monitoring
Key Performance Indicators
Next Generation
Operations Dashboard
http://www.esri.com/dashboard
Field
Operations
Operations Dashboard
Collector for ArcGIS Navigator for
ArcGIS
Workforce for ArcGIS
ArcGIS for Desktop
Survey123 for ArcGIS
Collector for ArcGIS
Map Centric Data Collection
Works offline
High Precision
Collector for ArcGIS
• Create and Share a Map
• Collect Data
• Edit Related Data
• Edit Versioned Data
• Go Offline
• Get Professional Grade
Accuracy
Collector for ArcGIS
• High Accuracy Data Collection Receivers:
- Set a location provider
- Define a location profile
- Attach accuracy information to your data
- Receive alerts and notifications
Differential
Corrections
Sub-meter accuracy
Collector for ArcGIS – Lots of Receivers
Survey123 for ArcGIS
Survey123
• Replace paper-based data collection with a
digital solution that fits the needs of field
personnel
• Quickly design powerful surveys and publish
them into ArcGIS
• Capture survey answers in the field
• Monitor Results in Real Time
• Use Web Based Tool or .XLS for creating forms
Creating a Survey123 form
Survey123 Connect
Desktop App
Web Survey123
Browser based
Survey Example
Survey123 uses XLSForms in MS Excel
• Example of a Survey Spreadsheet
Survey123 Connect Design Example
• Form can change depending on choices and conditions
Survey123 Connect Design Example
• When No is selected a new input field appears for Days Closed?
Survey123 Connect Design Example
• The spreadsheet elements behind the form
• The spreadsheet elements behind the form
Survey123 Connect Design Example
Survey123 Connect Design Example
• The spreadsheet elements behind the form
Survey123 Connect Design Example
• The Logic behind the input field
Workforce for ArcGIS
Field Workforce Optimization
Issue Assignments to Field Workers
Efficiently plan and assign work
Report Status from the Field
• Workforce has two primary aspects to it:
1. Dispatching assignments to field workers
2. Receiving assignments in the field and
responding accordingly
Workforce for ArcGIS
• View and complete work assignments
• Organize your work list
• Receive notifications
• Set your working status
• Add and edit notes
• View referenced attachments
Workforce for ArcGIS
• Integrated with Other
Apps
• Get to the location of
work assignments
using Navigator
Open Navigator
and Create a Route
Return to Workforce
At DestinationWorkforce for ArcGIS | Get to assigned work
• Integrated with Other
Apps
• Complete your work
using Collector
Open Collector
To Collect Data
Return to Workforce
When FinishedWorkforce for ArcGIS | Get to assigned work
Workforce
• Small organizations
• A location solution to replace
paper-based workflows
• Works seamlessly with
ArcGIS apps for the field
• Mid-to-large size
organizations
• Complement work management
systems
• Partner opportunities
- System Integration
- Customized solutions
Asset
Inventory Planned
MaintenanceCitizen
Input
Cityworks
SAP
Maximo
Cartegraph
ETL
Infor
One Call
311
Home-grown
Excel
Deployments
Operations Dashboard
Operations Dashboard
• Monitor activities and events
• Track your field workforce
Operations Dashboard
• Refresh Interval
• Widgets
Operations Dashboard
• Assess the status and performance of
your daily operations.
Training and Resources
• Go to Esri Training and Filter on Mobile or Data Collection and
Management
Summarizing Optimized Field Operations
• Plan with Desktop
• Coordinate with Workforce
• Navigate with Navigator
• Capture with Survey123 or
Collector
• Monitor with Operations
Dashboard
Operations Dashboard
Navigator for ArcGIS
Workforce for ArcGIS
ArcGIS for Desktop
Collector for ArcGIS
Survey123 for ArcGIS
Field
Operations
Collector for ArcGIS – Exercise 1
• Download and Install Exercise
Materials, As Needed
• Sign-in to ArcGIS Online
• Create a Folder for the Workshop
Resources
• Create a Hosted Feature Service
• Create a Web Map
• Consume the Web Map with Collector
Survey123 – Exercises 2a and 2b
• Survey123 – Web
- Sign in to browser based version
- Create a new survey form
- Add form elements
- Publish the survey
- Consume the Survey
• Survey123 – Connect
- Sign in to desktop based version
- Create a new survey form
- Add form elements
- Publish the survey
- Consume the Survey
Workforce – Exercise 3
• Create a Hosted Feature Service
• Create a Web Map
• Create a Workforce project in a browser
• Make assignments to field workers in a
browser
• Use a smartphone or tablet to view
assignments
• Launch Collector from Workforce to collect
data at the assignment location
Operations Dashboard – Exercise 4
• Create a Web Map
• Create an Operation View
• Share an Operation View
Download Workshop Resources, As Needed
• Go to ArcGIS Online – http://www.arcgis.com/home
• Do Not Sign In at this time
• Search for MobileWorkshop_2017
• Click the image or click the ellipses next the workshop resources and
click Download
• Unzip the files to C:/MobileWorkshop_2017
Install Other Workshop Resources, As Needed
• Operations Dashboard for ArcGIS for Windows on a laptop:
https://doc.arcgis.com/en/operations-dashboard/
• Collector for ArcGIS on a smartphone or tablet (App Store or Google Play)
• Workforce for ArcGIS on a smartphone or tablet (App Store or Google Play)
• Survey123 for ArcGIS on a smartphone or tablet (App Store or Google Play)
• Survey123-Connect for Windows on a laptop:
http://doc.arcgis.com/en/survey123/download/
The above links can be found in the Prep Document
http://stl.esri.com/AGOLWorkshop/MobileSolutionsWorkshop.pdf
• Credits
Credits
Credits
Credits
Credits
Credits!
Credits!
Exercise Credit Usage
• Collector Exercise initially uses 96 KB
• 10 MB = 2.4 Credits
• 1 MB = 0.24 Credits
• 100 KB = 0.024 Credits
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