1. USGS September 16, 2009 WERC Multitaxa Database Council for Data Integration

2. Statement of Problems Survey data can be complex Data collectors can stray from protocols Over time, volume of data becomes enormous – difficult to keep organized Sharing data with our partners is labor intensive and time consuming

3. Objectives Efficiently collect and manage survey data while adhering to specific study design protocols Integrate data across studies, time and location Effectively and efficiently share data with our partners Leading to our ultimate objective… These objective evolved over the years as we moved along the learning curve

4. Develop a single multi-taxa database for all studies Develop study-specific electronic forms for data entry, review & edit Multitaxa database PDA PC

5. History of our Approach Our data collection methods have evolved over the years…

6. In the beginning… Using Personal Digital Assistants (PDAs) to collect survey data –Main goal: have data stored in electronic format from the start – no need to migrate later from paper –Often stored in Excel in the beginning –Huge improvement: Easier to share and backup data Improved analysis with Excel capabilities –NO INTEGRATION YET…

7. Next phase… Data storage using Access database instead of Excel –A database was built for each project –PDAs sync directly to a database –More improvement! Ability to create forms for viewing data Greater QA/QC tools Improved reporting capability Still simple to export to Excel when needed –NOT MUCH INTEGRATION YET…

8. Enterprises data management model at that time: And so on…

9. Next phase (a big step…) Create a single database for all projects –Query across study, location, time –Standardize site names across projects –Centralize user access and permissions –Systematic data backup This database has been called the MultiTaxa database, or MTX – years in the making REAL INTEGRATION!

10. Revised enterprise data management model: A A B BC C D D

11. Current Status BioInformatics Operational Plan created –An attempt to identify the scope of work, organize it, put personnel in positions of authority and responsibility PlanOverview.pdf FAMissionStmts.pdf –Responsibilities grouped into Functional Areas Defined Personnel assigned Required skills listed –Hard copies & electronic copies available Please use as an outline for your operational planning; keep the meat, leave the bones!

12. Multitaxa database Developed a single Multitaxa database in SQL Server 2005 Now in production!

13. Successfully connected PDAs to new database structure Multitaxa database Pacific pocket mouse 2008 Pacific pocket mouse 2009 Incidental observations

14. MS Access Project viewers successfully connected to new database One set of forms per Study

15. Legacy datasets being migrated to new database, QA/QC’d, and approved datasets pushed up to Califoria Dept. of Fish & Game BIOS website (NBII compatible). Multitaxa database legacy

16. Migration highlights Survey types: –Small mammal trapping –Pitfall trapping –Radio telemetry tracking –Sea otter observations (aerially and from ground) –Carnivore tracking stations –Carnivore camera tracking –Visual encounter –Vegetation assessments –Incidental observations

17. More highlights… Record counts –Survey Events: 18,438 –Taxa Observations: 113,436 –Weather Observations: 30,259 Geographic range –Southern California –Central California shores –Western North America –South Pacific islands

18. More highlights… Observed species –Snakes –Birds –Ants –Small and large Mammals –Fish –Amphibians –Trees –Plants –Grasses, shrubs

19. Spatial Viewers ARC GIS Server Web Mapping Application

20. Google Maps API in a Web Page

21. JavaScript API in a Web Page

22. Which technologies are we using? Solutions

23. Each study uses custom VIEWS of the database: To display only the relevant tables and fields To filter for records only from the given survey To control access to records VIEWS

24. Electronic forms use these views to interface with the database Each set of PDA forms is unique and designed to support the workflow described in the protocol Multitaxa database Unique view PDA PC

25. INSTEAD-OF TRIGGERS Created for each view Most views not updateable Trigger used to parse incoming record into each table Also in the proper order, per referential integrity

26. SECURITY Permissions granted on views through Roles AUDITING History tables –Populated with update/delete triggers User metadata –User and date recorded via trigger in each DML operation QA/QC Metadata field included with each “main” table

27. Challenges Managing ripple-effects from ERD changes –So far, okay, but will continue to get more complex Access Projects seem to get around the triggers somehow –Sending SQL command in separate connection used to override Project’s native functionality Learning curve Staff number limitations

28. Future Plans Browser based forms/Web forms –.NET language Continue expansion to more PI’s datasets More development of spatial representations

29. Acknowledgments USGS –Chris Brown –Carlton Rochester –Curt Tamanaha –Bill Perry –Robert Lugo –Len Winkler –Robert Fisher –Tom Suchanek NBII –Jennifer Pollack U.S. Fish &Wildlife –Elise Watson –Tony McKinner Calif. Dept. of Fish & Game –Tom Lupo

30. References –Pendragon http://www.pendragonsoftware.com/http://www.pendragonsoftware.com/ –BIOS http://bios.dfg.ca.gov/http://bios.dfg.ca.gov/ –INSTEAD-OF-TRIGGERS http://technet.microsoft.com/en-us/library/ms175521.aspx http://technet.microsoft.com/en-us/library/ms175521.aspx –Audit fields http://sqlserver2000.databases.aspfaq.com/how-do-i-audit- changes-to-sql-server-data.html http://sqlserver2000.databases.aspfaq.com/how-do-i-audit- changes-to-sql-server-data.html –xCase http://www.xcase.com/http://www.xcase.com/ –Spatial viewers website http://www.werc.usgs.gov/geospatial/arcgisserversites.html http://www.werc.usgs.gov/geospatial/arcgisserversites.html