1. Running a STRATUM Analysis

2. Creating a STRATUM Project

3. Define Objectives Install STRATUM Choose Inventory Method Use Existing
Perform Sample
Inventory
Perform Full
Inventory OR OR
Format/
Quality Check/
Convert Data to Access
Draw Random
Sample
Map Sample
Import Access
Database to STRATUM
Install i-Tree
(Desktop and
PDA
Start STRATUM
Project
Configure
PDA
Define Data
Inputs
Quality Check
Report Results
Collect Data
Interpret Results
Transfer Data to
Desktop
Community Forest
Management Plan

4. Process Overview Creating a new STRATUM project:
Formatting your inventory database
i-Tree Inventory PDA Utility
Other inventories
Converting Excel inventories to Access format
STRATUM formatted spreadsheet
Create Access table for STRATUM import
Import Access database into STRATUM
Define Unmatched Species Codes
Define Inventory

5. Step 1: Formatting the Inventory Database
i-Tree PDA Utility
Do not require formatting
Shared database w/MCTI
A STRATUM-compatible Access table is automatically produced

6. Other Inventories
STRATUM can only run after a STRATUM-formatted MS Access inventory table has been imported.
Formatting requirements:
MS Access (.mdb) table named “STRATUM_Inventory”
Must have STRATUM field headings
17 field names: order, spelling, case sensitive
Format (i.e., numeric vs. alpha-numeric; null value)

7. Step 2: Converting Excel inventories into Access Tables for STRATUM
Convert data to STRATUM format
Create metadata sheet
Create Access database and import inventory

8. Step 3: Import Access Database into STRATUM
Launch STRATUM application
Define inventory type (sample vs. full)
Import STRATUM-formatted .mdb file
Establish DBH value and Management Zones
Select Climate Region

9. Step 4: Define Unmatched Species Codes
STRATUM Limited to known predominant species by climate zone
National Tree Database Codes
~22 species modeled per Climate Zone
Species Value Assignments
Tree Types
Non-tree Species Codes
Used for stocking reports
Won’t be counted as trees in reports
E.g., AVPSM = Available Planting Space for Medium tree

10. Step 5: Define Inventory
Data fields
Default or Custom
Units (DBH only)
Tree Inventory by Record
Edit existing records
Insert new trees
Define Sample Data
Total number of Street Segments (Citywide or by Zone)
Change numbered zones to area name

11. Define City Data

12. Define Cost Data

13. Define Benefit Price Data

14. Benefit Price Data Energy Air Pollution Emissions Carbon Dioxide
Heating and Cooling
Air Pollution Emissions
Transaction costs
Wang & Santini
Carbon Dioxide
eCO2.com
Stormwater Runoff Reduction
Detention/Retention
Program Expenditures
Sanitary Water Treatment
Aesthetic and Other Benefits
Median Home Sales Price
Benefit Price Data

15. Reporting & Interpretation
STRATUM:
Reporting & Interpretation

16. Generating & Interpreting Reports
Define
Objectives
Generating & Interpreting Reports
Install STRATUM
Choose
Inventory Method
Use Existing
Inventory
Perform Sample
Inventory
Perform Full
Inventory OR OR
Format/
Quality Check/
Convert Data to Access
Draw Random
Sample
Map Sample
Import Access
Database to STRATUM
Install i-Tree
(Desktop and
PDA
Start STRATUM
Project
Configure
PDA
Define Data
Inputs
Quality Check
Report Results
Collect Data
Interpret Results
Transfer Data to
Desktop
Community Forest
Management Plan

17. Report Results Resource Structure Analysis Benefit Cost Analysis
Interpret Results
Over view of how Scott and Paula will present the section
Community Forest
Management Plan

18. Resource Structure Analysis: 15 Basic Reports
Maintenance Recommendation
Maintenance Task
Land Use
Location
Conflicts
Canopy Cover
Other
Replacement Values
Population Summary
Species Distribution
Relative Age Distribution
Importance Values
Condition
Relative Performance Index (RPI)
Stocking Level
Produces 14 basic structural reports– presents info in a variety of ways – by species, zone, tree type.
These reports are each viewed separately under their own titles on screen in STRATUM.

19. Benefit-Cost Analysis Reports
Annual Benefits
Energy
Stormwater
Air Quality
Carbon Dioxide
Aesthetic/other
All
Management Costs
Net Annual Benefits
Produces 3 basic benefit-cost reports.

20. STRATUM Reports Global Exports to Excel Spreadsheets
Can interface with graphs and change them
Manipulate data and select your own format type
Screen Prints to PDF, Excel, Word and RTF files
As viewed on screen - ready for reports, publications
Fixed formatting on some reports
Reports can be exported in multiple formats – briefly review

21. Generating Reports 1. Go to Report
2. Select Resource Structural Analysis
3. Select Report Type –
Population
Today we will focus on the screen reports and how you will generate these.

22. Screen Tools for Viewing Reports
Tabs
GoTo Page
Page selection
Toggle Group Tree
Zoom
Search
Report Format Selections
Print shortcut
Screen export
Refresh screen (changing between report formats)
Toggle between this slide and mirror mode to walk class through screen tools for viewing. Then remain in mirror mode for duration of structure report review. Remainder of slide program to be used for backup if computers go down and for note-taking in binders.

23. Define Objectives Install STRATUM Choose Inventory Method Use Existing
Perform Sample
Inventory
Perform Full
Inventory OR OR
Format/
Quality Check/
Convert Data to Access
Draw Random
Sample
Map Sample
Import Access
Database to STRATUM
Install i-Tree
(Desktop and
PDA)
Start STRATUM
Project
Configure
PDA
Define Data
Inputs
Quality Check
Report Results
Collect Data
Interpret Results
Transfer Data to
Desktop
Community Forest
Management Plan

24. Management Considerations
The average tree provides over $125 in annual benefits.
Davis’s street trees return $5 for every $1 spent on their management.
Can Davis’s trees sustain this level of benefits?

25. Management Issues Needs to achieve: Adequate structural complexity
Adequate canopy cover
Adequate pruning & maintenance

26. Structural Complexity
Goal:
Achieve adequate structural complexity focused on long-term benefits
How?:
Plant species that are well adapted and long-lived
Reduce over reliance on too few species
Rejuvenation of areas where even, old-aged stands predominate

27. Stable Canopy Cover Goal:
Maximize Canopy Cover to offset detrimental effects of hardscape
How?:
Perpetuate current canopy cover
Selective removal and replacement where even, old-aged stands predominate
Promote additional coverage
Fill empty spaces
Plant large-stature trees where feasible
Select well adapted and long-lived species

28. Pruning & Maintenance Goal:
Improve tree condition to increase benefits provided while reducing liability and long-term maintenance costs
How?:
Improve young tree care
Adjust pruning cycle: 8 yrs to 4-5 yrs
Target species in the poorest health

29. Conclusion Davis has approx. 24,000 street trees.
Citywide, the publicly managed trees produce $3.1 million in annual benefits for a total cost of $560,000.
Continuing this level of benefits will take strategic program planning:
Adequate young tree care.
More frequent inspection and pruning.
Rejuvenating aging populations.
Planting areas void of trees.

30. STRATUM in Practice Municipal BCA
Municipal Tree Resource Assessments/State of the Urban Forest
Community Forest Management Plans
City of Davis
Program Advocacy
City of N. Vancouver

31. Street Tree Resource Analysis/State of the Urban Forest Report
Executive Summary
The Tree Resource
Management Costs
Annual Benefits
Management Implications
Resource complexity
Resource extent
Maintenance needs
Appendices

32. Davis Community Forest Management Plan
Overview
Context: Existing Conditions
History of Tree Management
Administration and Management
State of the Community Forest
Community Forest Goals, Policies, Standards and Actions
Glossary
Appendices

33. STRATUM & Street Tree Master Plans
Provide the best SERVICE possible
Most efficient use of resources
Maximize net benefits of trees
Increase customer Satisfaction
Cornerstone of compelling case for program funding

34. Identify Funding Sources
Tree planting grants
Public awareness and volunteer training grants
Local measures
Assessment districts
Parcel tax
Other revenue sources
Carbon dioxide emission reduction credits
Shade tree programs for energy conservation
Stormwater management
Air pollution mitigation

35. Advocacy