IMPORTANT!!!: We recently realized that the Bulk Load Prep Toolbox (which this process utilizes) is missing an integral step - buffering data with Locational Uncertainty Type = Estimated prior to performing the separation distance analysis. This is integral as the separation distance should be measured between Source Features, versus pre-SFs, which is the state of the spatial feature prior to buffering, in the case of data with Locational Uncertainty Type = Estimated. Because the Bulk Create tool does this to create the SFs, the tool needs to be updated to buffer in those cases, then join the data generated by the tool back to the original data set. Molly Moore, Pennsylvania Natural Heritage Program, is planning on updating the tool in July 2019 to fix this, so we recommend waiting for that update prior to using this tool. Should you have any questions regarding this, please submit a ticket (by emailing biotics@natureserve.org). 


Attached is a zip file containing instructions with everything from installing Survey123 Connect to create the Source Features survey for use by your program, data collection, and using the resulting data, including Bulk Create of SFs/EOs in Biotics. The zip file also contains the survey spreadsheet (for creating the survey) and two toolboxes for use in ArcGIS. These toolboxes run processes which automate the work between downloading the survey results all the way through importing the data into the Bulk Create geodatabase. A recorded webinar on this can be downloaded here. For questions or problems regarding this, please submit a ticket via the Help Desk or by emailing biotics@natureserve.org.


NOTE: Should you wish to try out the Source Features survey prior to committing, please submit a ticket with your ArcGIS Online user name and I will happily give you access to the survey!


For instructions to share with anyone who will be collecting data via Survey123, see the Collect Data via Survey123 solution which includes a document limited to Installation of Survey123, downloading a survey, and collecting data.


Updates:

UPDATED 5/31/2019

  • Removed limiting Locational Uncertainty Type for Negligible as it was creating a loop and hence problems!
  • Updated manual_distance and manual_dist_unit to include query in required as it was requiring a data response even when the question wasn't displayed, as it wasn't relevant
  • creating point feature class - I don't know what caused it to stop doing that!


UPDATED 5/12/2019:

  • The Location_Use_Class.sql query was updated to eliminate the empty rows, which then results in a successful survey being created. The zip file has been updated with that query.
  • The Tracked_Species.sql query was updated to allow for a search by Common Name or Scientific Name.
  • The survey spreadsheet has been updated to accommodate:
    • search by Common or Scientific Name and display the alternate.
    • Locational Uncertainty Type of Negligible only when Locational Uncertainty Distance <=4.5 m
    • prompt for Locational Uncertainty Distance and Distance Unit when location manually set rather than automatically populated.
  • The toolbox has been fixed so the automated process is working now.
  • The 10.3 version of the toolbox is included should you be using an earlier version of ArcGIS than 10.6.1.
  • The documentation has been updated to run the queries and populate the spreadsheet before creating the survey, to avoid errors.
  • Additional explanation has been added to the documentation to explain the tools.
  • The presentation has been updated to reflect the appropriate order.


(Not) The Perfect Solution

Will it meet all our needs? No, of course not, but the attached spreadsheet contains the various functionality desired for the Observation Data Management System and how Survey123 compares.