1. Source feature survey in survey123 Whitney Weber, DBA & Product Support Manager

2. Source Feature Survey
Source Features survey in Survey123 - from creating survey to Bulk Create in Biotics

3. Why use the Source Feature Survey?
Provides field collection tool - minimize effort by member programs who don’t already have one
Facilitates data entry – automated process from survey to Biotics
Prevents additional data backlog
Pilot for Observations survey:
Incorporate fields identified by Obs Data Management working group
Provide standard database configuration for Observations
Immediate, interim solution until Observation Data Management System

4. Survey123 vs. Collector Collector Survey123 Is mapcentric
Starts with data
Data is based on attribute fields
Uses web maps
Lines, Polygons
Is form centric
Starts with a form
Data is based on the form
Uses forms
Allows for logic (i.e. smart forms)
Allows for anonymous data entry (AGOL account not necessary)
Lines, Polygons (in Beta 3.3)
Smart form: skipping questions, applying expressions to calculate & validate responses, different languages, etc.

5. Overview of the Process
Edit Source Features.xlsx for your data
Install Survey123 Connect
Create, Customize & Publish the survey
Share the Survey for Data Collection
Install the Survey123 field app (data collectors)
Download the Survey
Collect Data
View & Download data
Prepare Data for Bulk Create using Toolbox
Run Queries
Run Tools
Bulk Create

6. Step 1: Edit Source Features.xls
Download & unzip file from Solution
Run Tracked_Species.sql query in Query Builder
Save as Tracked_Species.csv
Open in Notepad or WordPad (NOT Excel)
Replace .0 with nothing
Replace “ with nothing
Save changes & Close
Open in Excel
Copy data from rows A – D into choices tab in Source Features.xlsx
Run Location_Use_Class query in Query Builder

7. Demo Step 1: Edit Source Features.xlsx

8. Step 2: Create, Customize & Publish Survey
Create Source Features survey
Configure survey Settings:
General
Map
Inbox
Copy Tracked_Species.csv to survey’s media folder
Enter data in Survey and Validate Input
Publish Survey

9. Demo Step 2: Create, Customize & Publish Survey

10. Step 3: Share the Survey Manage in Survey123 website - Collaborate:
Submitter
Viewer
Group Settings
Members

11. Demo Step 3: Share the Survey

12. Step 4: Collect Data Download Source Features survey Collect data
Favorite answers
Edit data and/or Copy
Retrieve previously submitted data to edit

13. Demo Step 4: Collect Data

14. Step 5: View & Download Data
View data
Export data to Geodatabase
Open in Map Viewer
Add Resource via URL to Biotics
Identify, Feature Search, Copy,…

15. Demo Step 5: View & Download Data

16. Step 6: Prepare Data for Bulk Create
Run query to limit data for Bulk Create to Tracked Elements - Tracked_Elements.csv
Run Separation_Distance query – Separation_Distance.csv
Copy BulkCreateTemplate.gdb.zip to C:\Temp
Download & unzip nightly Biotics backups to C:\Temp
Run tools 1 – 3 within SFSurveytoBulkCreate.tbx

17. Demo Step 6: Prepare Data for Bulk Create

18. Step 6, cont’d: Prepare Data for Bulk Create
Update data in SEP_DISTANCE field
Unsuitable habitat
According to Plant EO Specifications Decision Tree
Default: 1 km
Run BulkLoadPrepToolbox_SFSurvey
Post Separation Distance Analysis QC
Multiple EO_ID values
Source Feature Duplicates
Separation Barriers
Aquatic Tool – Null values
5_CalculateJoinLoadDataIntoBulkCreate.gdb
6_BulkCreate_Calculate

19. Demo Step 6: Prepare Data for Bulk Create, cont’d

20. Step 7: Bulk Create
Zip the BulkCreate.gdb
Run Bulk Create in Biotics

21. Demo Step 7: Bulk Create

22. Survey123 compared to Obs DMS Desired Functionality

23. It’s not Perfect… No lines or polygons
Until then, CFT of Line & Polygon don’t apply
Until then, LUT of Linear & Delimited don’t apply
They do draw attention that should be mapped other than Point, however