Documentation for IWMM Online Database Part 1: January 8, 2016 IWMM Portal, Registration, Project Setup & Data Entry I.Overview and Definitions II.IWMM Portal and User Registration III.Project Setup IV.Project Management I.Creating study areas and Assigning Sample Units II.Inputting spatial data I.Digitizing II.Uploading GIS files III.Managing sampling units IV.Assigning Researchers and Project leaders V.Setting sharing levels V.Bird Survey Data Entry VI.Vegetation Data Entry VII.Management Actions I.Creation of Plan II.Reporting on Plan Online database developed by Point Blue A node of the Avian Knowledge Network Projects and users must register Data sharing governed by levels selected by Project Leaders Data entry Bird survey data counts and site conditions Vegetation data annual rapid assessment data Management Actions plans and reporting on habitat management actions Project a collection of survey units that are administered as a single unit (e.g., a single NWR) Survey Unit a single management unit where surveys will occur Sharing Level defined by AKN -then go to Data, Data Access Note IWMM Data Sharing Policy differs slightly from AKN policy and is available atData Sharinghttp://iwmmprogram.org/protocols-data-forms/ User Roles Project Leader Users assigned this role are able to create and manage sampling units, download and review field observations and all metadata about the project, grant other users access to the project as researchers or additional project leaders, select the protocol(s) used, enter field observations, and set sharing levels Researcher Users assigned this role are able to enter and review field observations, and download data. Go to: Enter youraddress If youraddress isnt found, you will get a message indicating that user account was not found. Register by clicking on here ************* That will take you to the registration page Fill out information and click Register at the bottom of the page Passwords are not synced with DOI Active Directory (AD) system Best not use your DOI network password when registering for an account. If you use your network password when it changes your AKN password will not You would have to manually change it every time you update your DOI network password Does not have to meet DOI AD standards Step 4 Select appropriate institution (e.g., U.S. Fish and Wildlife Service) Step 5 You must request access to a specific Project, for which you must know the Project Code see IWMM website (http://iwmmprogram.org); if you cant find your project listed see slide #14 for contactshttp://iwmmprogram.org Youve received a systemsaying you have been approved: Login & start using the database! Go to: Contact NWRS staff - contact Lisa NRPC Others - Contact IWMM: Linda Wires or Science Coordinator Project (cooperator) Study Area (IWMM) Sample Unit (polygon) Study Area (Point Counts) Sample Unit (points) refuge/study area Container for independent studies After you register and log in, you will arrive at this screen. Project Dashboard is the starting point for entering or accessing your data. Use tabs across the top to navigate to various pages. Project Leaders can: Create and Manage Units Add follow previous IWMM naming conventions Change spatial boundary Assign Researchers Links User to specific projects Provides access to your Project Revoke access to your Project Set Sharing Levels Determines extent to which others can: See your data in reports Have access to your raw data If you are assigned to multiple projects you, can select the Project you are working on here From Portal homepage, be sure you are working on the correct Project Select Projects from navigation menu and then Manage Units To assign IWMM protocols to sampling units you must first create a Study Area (but see Notes) Process is similar to creating a Sampling Unit 1) Select Project 2) Select online form Be sure you are working on the correct Project Select Study Area from list presented Click on enter to continue 3) Click on Study Area (Area) 4) Click Enter Assign name mostly likely a variant of Project Name Short name should conform to IWMM standards contact us for help 5) Assign Study Area name 6) Assign short name 7) Add description (optional) 8) Click save 1) Be sure to select correct Project 2) Select appropriate level 3) Select button depending on the action you are attempting (see text) Select IWMM Management Unit (Area) Then click on Enter Assign a name for the unit use something meaningful to your staff Assign a shortname this needs to conform to IWMM criteria contact us for help 6) Add name 7) Add short name 8) Click Save Requires Project Leader to provide spatial boundaries of sample units. Two options: Digitize over imagery Upload GIS files kml, kmz or ArcGIS Shapefile Datum: World Geodetic System 1984 (WGS84) 10) Edit feature to add spatial boundary 9) Select unit for which to add spatial boundary This will take you to a google map screen where you can zoom into your Project area and digitize your unit. Left click around boundary of unit to assign vertices. Once complete, click keep it to save edits! Note: you can also choose digitize location when you are adding a new unit before saving and exiting that screen. Upload GIS files kml, kmz or ArcGIS Shapefile 1) Select Sampling Unit 2) Select appropriate file type Can add single or multiple Sampling Units Browse to local file 3) Browse to local file 4) Add prefix and suffix for long names 5) Click next Select unit(s) from imported file 6) Select one or more units from the file you just uploaded 7) Click on process Confirm your unit(s) uploaded 8) Confirm that the Sampling Unit(s) were processed by the system Add new Sampling Unit Edit Sampling Unit polygon Organize/Delete Sampling Unit Add Researchers so they can: Enter data from surveys Help manage the Project (new Project Leader) Search for and select your Project from this dialogue Click on add one to add a new user for your Project Select new user for your Project from list Determine if user will be additional Project Leader 1) Select user 2) Will they be a Project Leader? 3) Will they be responsible for approving additional Researchers? Set sharing levels: Determines whether others have access to your data Determines how your data are included in reports List of all data entered for your Project; note this list may extend across multiple pages Allows to bulk set Sharing Levels to all your Project Data 1) Select visits for which you want to set the Sharing Level for; note you use date ranges 2) Select Sharing Level here Ive selected Level 3 3) Click on Set Note change in Sharing Level for visits highlighted Click Save! Please do not use Biologists Application to enter IWMM data Just in case, look for the link to the IWMM Portal Consistent navigation as you complete tasks Able to return to Home screen from anywhere in app by clicking on Integrated Waterbird Management and Monitoring Project Leader & Biologists tools are framed within IWMM application Data Entry Bird Survey Vegetation Survey Management Actions Downloads Project Data Report Data Reports Projects Depends on your assigned role User menu - logout Data Entry Select appropriate Observational protocol: area search, aerial, etc Environmental site conditions: theres only 1 IWMM specific protocol Site conditions Weather Water Habitat Interspersion Height Bird counts Species encountered Save without encounters Select Sampling Unit that you want to enter data for Once you select a site you end up here: Note: Sampling Unit identification Create new survey sample visits here Edit/review survey sample visits here Creating new sample unit visit: 1) Select IWMM protocol being used to count birds 2) Select site condition protocol currently only 1 available 3) Click Start Entering new data: Data entry screen - a)Divided into sections i)Environmental conditions ii)Bird counts b) Error checking done when saved Environmental data: Note help tip on every field Water Depth & Habitat Cover: must each sum to 100% Visibility is % of unit visible during survey Some fields allow you to select multiple items and will stay open until you click on the next field Data entry errors will show up here, you must correct in order to save visit 1) Enter species observations 2) Species are entered via 4-letter ABA /AOU codes 3) Enter number of individuals 1) Click on Search the species database 2) Type in name of species 3) Find species of interest After you are finished entering all your bird observation data click Save All If no species were observed, be sure to click Save No Species Detected Biologist Reviews data entry against field sheets Marks data as Clean Project Leader Ensures data has been reviewed Sets appropriate sharing level IWMM recommends minimum of Level 2 Editing/reviewing sample unit visit: Click on date of the visit you want to edit/review Status column will tell you which visits have been reviewed Quick navigation links to separate sections of page After reviewing all data dont forget to click here! Changes status from RAW to CLEAN Anywhere you see the blue vertical bar (|) those fields double-click to edit values To delete a bird observation click the x To add bird observations click Add more Responsibility of Project Leader Ensures data has been reviewed This is important step in QA/QC Ensures integrity of database Sets appropriate sharing level IWMM recommends minimum of Level 2 (see IWMM Data Sharing Policy, slide #66) IWMM specific data sharing policy Outlines data owner rights Outlines use of your data by the IWMM Program By contributing data to this database you are agreeing to the IWMM Data Sharing Policy Raw un-reviewed, unedited data; default state of data entered (Project only) Clean data edited by biologist, ready for expert review (Project only) Restricted data not discoverable, not available to visualizations or third parties Available Level 1 discoverable, only general information about the dataset available; dataset not available Available Level 2 parts of the data (what, where, when) can used in visualization and summary tools that hide specifics; dataset not available Available Level 3 parts of the data (what, where, when) visible in visualizations; full dataset available upon direct request to owner Available Level 4 open sharing of what, where, when for other bioinformatics services (GBIF, BISON, Data.gov) Available Level 5 full dataset available through an AKN node Data Entry Annual vegetation survey Conducted after end of growing season Rapid assessment See Monitoring Manual for specific SOPsMonitoring Manual Recorded training video on protocolstraining video Existing vegetation surveys at this sample unit To add new survey click here General visit information Be sure to estimate % of unit near tall edge; value should = value reported in bird surveys Search plant species database (will open in new window) Enter species using scientific names 1 2 3 As you type scientific names matches are displayed below Click on date you wish to review/edit Click here to delete an entire visit After reviewing, click here to set status to Clean Data Entry Create management action plans Proposed management action(s) for a sampling unit Requires: Selection of proposed habitat manipulations Targeted dates of action Targeted percentage (%) of sampling unit to receive treatment Reporting on management action plans Tracks your accomplishments Report actual dates conducted Report actual % of area affected User selects proposed action or actions from pre- defined list NWRS staff and other land managers worked to develop comprehensive list of actions Chemical Mechanical Prescribed fire Agricultural Etc Plans are year specific! Can re-use combinations of habitat manipulations as necessary Definitions Management Actions typical habitat manipulation techniques (e.g., prescribed burn, natural draw-down, mow, etc.) End users cannot modify this list If you find a common technique missing please contact IWMM Staff for help Prescription single or combinations of Management Actions used to manipulate a management unit Management Action Plan a defined plan that identifies sample units, Prescriptions and information on targeted application dates and percentage of units to be treated 1) Enter year when actions will occur 2) Select sampling units which will receive this treatment 3) Select existing prescription or create new prescription 1) Enter a descriptive name 2) Optional but useful when re-using management prescriptions in the future 3) Click here in order to add actions to prescription 1) Select Action to add 2) Add expected Start and End dates 3) Add expected percentage of sampling unit to be affected To add more than one action click here 4) Finally click here You are returned to this screen where you can: 1)Add sampling units to this Plan 2)Report on this Plan (not usually the case when you create a Plan) 3)Review all Plans that have been created Edit or report on existing Plans Create new Plan Edit existing Prescription Create new Prescription Report on existing Plans Provide Actuals for: 1) Start Date 2) End Date 3) % of Area Affected You can report on Actions without a Plan a 1) Select Unit 2) Select Management Action, Start/End Dates & % Area actually affected 3) Click Add Existing Reports Linda Wires IWMM Coordinator U.S. Fish and Wildlife Service Bloomington, MN Tel. (Office) (cell) Tim Jones IWMM Database Team Lead U.S. Fish and Wildlife Service Laurel, MD Tel: (Office) (cell)