Data collection and Editing workflows using ArcGIS Pro

okay get afternoon everyone or I could afternoon and good morning everyone welcome to today's webinar titled data collection and editing workflows using JS Pro my name is Ian green Smith and they work with the education and research group at history Canada a workflow that we're going to use for this webinar to enable data collection in the field will look as follows and really has the workflow really has two different entry points so you can either prepare and edit your data in arcgis pro or use ready to use feature templates from ArcGIS online i'm going to spend a lot of my time here as i want to discuss the different options available to you and i'm gonna show you a couple of the options as well once the date has been created you then publish that data as a hosted feature layer to arcgis online but you could easily check to see if sorry you can easily switch out arcgis online and substitute it with portal for arcgis once it's published you'll then create a web map where but in the web map actually contains those hosted layers and the web makes actually an important an important feature in this workflow as it acts as a container for your data and serves really as the input for the out-of-the-box application that we're going to be using on our data on our mobile device once the web maps created then you can decide how discoverable you want that content to be whether that is for everybody making it publicly available or that is for everyone within your organization or for specific group members and finally the last step is really just take the data into the field and to perform any collection edits or updates that that are part of your unique workflows so as you can see here there are a lot of steps to follow but the slides that follow will illustrate how to perform them with relative ease to get you out into the field of a sooner so let's start by focusing on the data itself and the data creation options existed within arcgis pro and arcgis online there are few ways to go about creating data the options that I'll show you can be both done as I mentioned in ArcGIS probably ArcGIS online but from two different vantage points the first one is starting from scratch infinity when sorry from scratch you can create data directly inside the project file geodatabase that comes with each project that's created rather with each project that you launch within our JS pro or that's something that you you may not know about is the ability to create an empty feature layer directly within ArcGIS online alternatively if you have your own data that that you've collected or that your students have collected them by all means you can use that kind of a hybrid approach between the two is the ability to leverage one of our hosted feature layer templates that exist in ArcGIS online as well diving in a little bit more to the data creation side here's some common steps to follow or really just kind of things things to remember when starting from scratch specifically an ArcGIS probe so we know that we're gonna be using our file geodatabase that's part of the project within that file geodatabase we're going to invoke some geo database behavior specifically we're going to set up domains inside the geo database domains allow us to predefined what values are acceptable for attributes that we're collecting once those domains have been created we'll create any any data that we require inside the geo database once that once that data is created when rather than once those feature classes are created then you can add fields for populating with attributes and also assign those domains that I mentioned at an earlier step where relevant from there you would symbolize your data and and that really symbolizing and actually even doing some test editing these last two points on the slide I would see us really a night of processes you wouldn't necessarily get it right the first time is you may all have experience with adding adding data to a map within the arc map or ArcGIS Pro and the application assigning a default some default symbols to it default color add to it and that might work that might that might not work depending depending on your needs so definitely spending the time on the data creation side or data editing side and I'll talk a little bit more about templates in the next section it's a good thing to do because it especially comes to editing it's a good thing to really test things in pro because chances are if it doesn't work if the editing process doesn't really work in pro then chances are it's not going to work in the field either so setting aside the time to do that now is a really good idea now the same thing is possible and when starting from scratch in ArcGIS online where I can actually create that empty hosted feature layer define a series of attributes and even prepare it for field use by enabling attachments and st. capabilities for disconnected or offline use the huge benefit of this approach is that you can you start with a layer that can really be added to any web map so because it's created and hosted in ArcGIS online just like the the layer that we're going to be publishing in this webinar this is immediately usable across different applications I've included the direct link on hat on where you can go to actually create this new layer in the slide so I'm not going to be covering it today but it's there for you there for you as a reference when using your own data provided the data are already stored inside a geodatabase you can actually skip directly to the publishing part of the workflow because you've already you're already leveraging the geo database behavior and any data displayed in your project would more than likely be symbolized appropriately so whether that's using the behavior or really that any additional testing through edits all that stuff's been done but this slide you might be kind of wondering well hang on a second I I don't use a geodatabase oh all my data shapefiles and in text files well we've done webinars in the past on the advantages of managing data inside of geo database and we can refer you to previous geo database webinars on the limitations of working with multiple shape files and tables in a disconnected fashion if if that's of interest to you the last option that I'll mention here before I jump over to arcgis pro is that it is really diving a little bit more into these hosted templates that exists so it's it's kind of that mix between starting from scratch and having something that's existing so similar to an earlier slide you're able to that kind of described how we can create this layer right from when your your my content section of the arcgis online account you can create an empty hosted feature layer you can that has a pre-existing did schema it has pre-existing symbology it has attributes it already has attachments enabled you can even actually go one step further and download this entire configurable template as a package for use from the arcgis solutions website and it included the link on on the slide here so I hope you when when digesting this right now or digesting a later date realize that there are a couple of different ways to jump the queue in in this workflow that we're working our way through yes so what I'll do now is I'll just switch over to our JS Pro and show you a little bit more what things look like okay so we're inside ArcGIS pro and what I want to do is I want to walk through to data creation workflows the first one is in arcgis pro and that's starting from scratch and the second one i'm going to switch over to our joyous online knowing that we have a geodatabase that's part of our project the first thing I want to do is I want to define some domains to do that I'll just open the design view for the domains and I can quickly start adding in various description choose my field type and add various codes as well you may be wondering worldwide you inquire you spending all that time typing it doesn't doesn't make any sense there are tools that can that can help you circumvent that and you're absolutely right the tools such as a table to domain which will take a text file or a CSV file that has one individual domain can be imported you can run a tool to have that imported directly to to the geo database unfortunately this build of arcgis pro it's it's actually a known documented issue where the you can run the tool but the domain itself won't be updated until you close our JS pro and reopen it so what i would rather do is show you how to add domains rather than showing you how how fast i can close our jess pro and and reopen it so here we've got our classification domain and we have now our condition domain there we go so I've defined two domains and the last thing I'll do is I'll save my work and this will assign those domains too and save them within the geo database and allow me to keep going in my workflow the next thing we're going to do is actually create a feature class that we're actually going to be publishing and and configuring a little bit further and throughout this webinar to do that much like you'd be used to in your catalog window within arcmap you'd right-click and create a new feature class for this I'm just going to give it some attribution here I'm going to set accept a lot of the defaults with the exception of Z values the coordinate system going to leave as is and the reason you would do that is because ArcGIS online uses the web Mercator projection so any service that I publish any web map that I create in any application that I use I want to ensure that stuff's lining up I want to ensure that and setting a common projection across those for any layer that I that I published ArcGIS online is a really good idea so I'll leave that as is publish this this will happen relatively quick and once that's created we can close that you'll see that it's been added to my table of contents with some simple default symbology as I mentioned that can help or hinder our progress in to being able to see it but so so we've done domains we've done that we've created the data now we actually want to create some fields so here we go to our data tab so specifically related to our sign inventory layer we'll click on the data tab and then click on fields' and here I'll add series of series of fields that'll just just be enough to to capture the information that were that we're interested in I'm gonna add two fields here that actually correspond to the domains that created earlier once called condition and because the the field data types match I'm able to select my my domain here from a drop-down menu I can even select my default value as well that's not to say that the default values can't be overridden but at this point assigning default the assigning default values is it is a good idea that's just that just kind of speeds up the editing and data collection process okay one more good okay so we've we've added all of our attributes now and I can click Save so it takes a little bit of time but I know that I'm comfortable with the attributes I am happen specifically happy with the field types that I've that I've chosen and that anything that anything that I've added to this I know that it'll be associated with it so I'll go ahead and close this and now I've got some default symbology here but what I want to do is I want to just do a couple of quick test edits to do that I'm just going to click on the Edit tab and choose create and I'm gonna spend a bit of time coming back to this create features tab create features pane and this actually is where your feature templates live for any layer that's that's participating in the editing process or you're in your editing workflow rather so I'll click on this and now I can add a series of points I can even go back to the attribute table here and add a few more and the last one there we go now I can I'll save my edits and now I've gone from really no data to full and attribute domains to a feature class to the Future class with attribute fields and associated domains in a very relatively short period of time what I'll do now is I'll switch over to ArcGIS online I just want to show you briefly how fast we can kind of really circumvent this process by creating a one of our creating a feature layer based on the template and you do that from the my content pane under the create button choose feature layer now there are a wide range of templates that exist from from agriculture to utilities to the environment I have one that that I want to show you so I'll just use a keyword search for hydrant oh it doesn't exist in environment that's why I need to change it back to show all and they'll provide me a little bit more information about it but what I can do is just click create these are the layers that are going to be included so two layers ones that one's a table actually in the other ones that one is actually a layer next here I can define the extent so I'm in Toronto so I'll just I'll set it to right around right around where our where our offices are click Next I'll give it some I'll give it some give it a title I'll adopt the tag and any summary stuff that exists and then I'll click done and within a very short period of time I've now circumvented the what really jumped jumped the queue as I mentioned earlier to have a layer that has attributes defined so I can go here into the data tab and see what attributes exist for here I can visualize this this layer as well now granted there's nothing to visualize because no points have been added but you can at least see the symbology that exists if I were to go and add this to a map I'd be able to edit and add features in a variety of different spots and add an add content with the predefined attributes that exist and I could even save that and make this discoverable if if I wanted to with others so I'll for the purposes of today's session I'll just step I'll save it in in a group that I have made available to certain group members the nice thing about going through and sharing items this way is that ArcGIS online is smart enough to know okay well you've you've created this web map and you want to share it but there's something that exists within other needs to be shared as well so you need to up that update that sharing in order for everyone to be able to access it and with that done that's it you've you you've really done the the entire workflow and I'll make sure that when we start touching on that collector for rjs the data collection app that I'll highlight today that I that I show you this hydrogen inspection map as well so two different options for creating data depending on depending on your needs both both both work great in this section I'm really just going to talk at a high level about the editing environment how you interact with it without with arcgis pro i think there's a lot of depth that that you can go into in this session but I think at a high level understanding how to access tools a lot of the editing I've actually already covered in the in the data creation section of this webinar but well moving into this editing in ArcGIS pro is is much more streamlined and in a much more intuitive process compared to arcmap on the ribbon that I would have showed you earlier the edit tab provides quick access to tools and commands that a 2d and 3d feature data and they're organized into groups to help you find related tools such as creating and modifying features or something that's newly supported that enabling map and geo database topologies and even managing your feature templates so having having tools grouped like this it makes its own sense and actually removes the need for having multiple editing toolbars open on your map cluttering your display some things to remember about editing in arcgis pro is that you're actually technically always in an edit session provided you have permission to edit data in your map or scene that you're working in it's possible to edit multiple workspaces at the same time so whether it whether you're working with multiple file geodatabases or multiple different types of geo databases so that an enterprise geo database for example or yeah even if you're working with shapefiles but it's also possible to restrict editing to disable the editing of individual layers from the contents pane now that's in at that last point that I make is separate from the data data controls that you can set inside a an Enterprise geo database this is kind of at the project level but nevertheless you can't you do have the ability to restrict editing arcgis pro actually can can adapt as well and what i mean by that is that different users require different ways to access tools depending on what they're trying to accomplish and because of those tools can be accessed from from the Edit pane from various context menus or even live editing on on screen using the on-screen controls as you can see in the screenshot and having having this type of accessibility really does help speed up the editing process as well so you don't have to constantly refer back to multiple toolbars remember when you should be right-clicking or remember a whole host of keyboard shortcuts just like in arcmap arcgis pro relies and on templates to create and edit features in their associated attributes templates store references to default attribute values and attribute overrides and can even store tool references to only show tools that apply to the Edit being made now the floor that I'll cover here on this slide I can all be managed within the manage templates pane that I'll show you when we go back to ArcGIS pro feature templates are the default template type and that said that's what I'm going to show you in in in the next demonstration and that's working with a single data source group templates as the name suggests are really ideal when working with spatially coincident features or related features from multiple feature classes like features participating in a water or sewerage Network where through a series of primary and component feature templates features can be generated automatically thus reducing the time needed to edit individual features preset templates come from or become really their rather what I'm trying to say is that they're generated from a collection of selected features and allow you to work with multiple features on your map so this template is actually quite useful for workflows that require replicating collections of features throughout a map so one one or more features this need to be really copied and pasted into multiple areas across across the map and the last one here it's actually quite interesting it's the is the table template and this is actually generated when you add a table to the map that participates in a relationship class and allows you to insert a row in the participating table seamlessly I wanted to include this slide just just to provide you a link to additional documentation on common editing workflows like the one said the ones we've covered so far and even the bullets on the on the slide do actually cover our I've covered some of them and I'll cover the others in the next demonstration but having this link as a is an excellent resource for you so we'll switch back over to our JS Pro and just walk through the feature setting up a featured template okay so we're here we're here in ArcGIS Pro and we have some simple symbology the first thing I want to do is change the appearance of of the layer itself so in when I was doing those tests edits I I inserted a handful of types and I have a layer file that can take advantage of the types that I've entered to do that I'm just gonna import a layer file from the appearance tab it has my I've identified my target layer and is I have a layer file here but I can just point to and map that my the relevant types that I want to showcase and when I run this my symbology is refreshed and the specific symbols reflect the better reflect what what I'm trying to show and so whether it's a stop sign a yield sign and and so on now when it comes to editing now if I go back to the edit tab and click on the create button now you'll see that my create features pane has updated its updated to to include this revised and feature template and now for every type of sign that's here in classed inside my inventory I can click on it and I can add a specific stop sign to to the map I can even go one step further and go to the attributes I can give some specific information to it save my work and and be done with it so in a relatively short period of time I've created a future template that is that is reusable that it really does speed up the editing process now I talked about attribute overrides as well if you have any attribute overrides that you want that are that go beyond the the default values that exist I don't have one select it just bear with me a second there we go so they go beyond the default values that exists here then what you can do is click on this little forward arrow here and you can define an alternative value depending on where I'm on what you on what you want to do if there's something unique happening in it in a given area so those are feature templates now let's let's switch over to the slides again and keep going and with the with the publishing and data collection workflows the next the next session is really to two sections that have that I've pushed together kind of on purpose because it really done 1:1 feeds directly into the other so we'll spend a bit of time talking about publishing and then the latter half on on data collection so for those of you who were sitting in on a previous webinar that we ran on migrating to or migrating content to ArcGIS pro there are numerous avenues for publishing and sharing content to ArcGIS online that range from individual files to packages to layers web Maps and and web scenes for this webinar because we're publishing directly to ArcGIS online from ArcGIS pro we're going to author and publish a web map using one tool once published the content can be reused with an ArcGIS pro as well as across the ArcGIS platform including browsers and mobile devices now to be clear what's actually happening with this tool which is the share web map tool that I've got a screenshot there on the slides is that when the tool runs the layers that are participating in the map that exist in the map are published first so those those layers are published once published a web maps created with the the default extent and the symbology captured within that and doing that is actually an extremely efficient method for publishing and sharing I still have control over what happens with individual layers but I can also define and speed up the process of getting a web map available to those who are interested and using it those group members that that are part of the data collection webinar group that I showed you earlier so from my sharing options that you can see here on the slide I'm able to define if it's gonna be accessible to people inside my organization publicly available or to any group that I've defined the application that we're going to use for our data collection as a alluded to earlier is a collector for ArcGIS now if you're not familiar with it I'll just speak at a high level to it this afternoon it's a free mobile app it's available on android iOS and windows devices once signed in with your arcgis online identity you can update point line and polygon features there are attribute information and input multiple forms of media on each feature new new functionality that's come out in the past year is actually quite helpful for those who perform data collection that require better accuracy and reliable quality control a collector can actually now be configured for use with professional-grade high accuracy GPS receivers something's been around for a a couple of years now is that you can actually take your work offline so if you're going to be in an area that it has intermittent connectivity but you have the ability to download the web map and all the data directly to your device and work with that with that with a copy of that data in a disconnected fashion once you're connected again you can easily sync your changes back to ArcGIS online or to your enterprise geo database collector is actually just one alternative for data collection in the field there and they're actually numerous alternatives a few the examples I've got here on the slide one is the Geo forum which is a configurable template for form based editing of a feature layer as opposed to map based editing so this application allows users to enter data through a form instead of a Maps pop-up window while leveraging the power of the web map and feature layers directly within ArcGIS online an alternative to that is the crowdsource polling app which is a configurable template just like the geo form and allows you users to submit comments and feedback on existing plans and proposals a final option to consider is survey one to three that offers a simple and intuitive form centric data gathering solution that makes creating sharing and analyzing surveys possible so that's that's a lot to to digest in in one section but really we'll go we'll go back to pro and start to make a little bit more sense of this publishing and data collection workflow now okay so as I mentioned we're gonna be sharing this content out to ArcGIS online to end to share or when publishing you a lot of that is achieved through the share tab so from share I'll click on web map and this is going to bring up my the to a lot of reference earlier the share web map tool I'll just provide some simple information here and I can define immediately define who I'm gonna share this with so I just want to share it with this specific group and I could hit share now but I don't want to because I remembered I said that I can actually control the configuration of participating layers in the web map as well to do that I'll click on the content link and I'll look at the hierarchy of content being published and I'll just highlight that here that sign inventory is the name of the layer and that's the name of the layer over here in the content Spade but I underscored wfl's and is appended to to the name wet WFL is a web feature layer I can right click on this and configure the web layer properties and you'll see here that's it defaults to to a feature layer is exactly what we want and what I want to do is it further configure the layer itself and I want to enable editing and I also want to enable syncing if syncing is not enabled then you're not going to be able to take the data offline button so you want to ensure that if the if you know you're going to be out in a disconnected environment make sure that enable sync is enabled in addition to enable editing otherwise people are just gonna be there participating in this group who have collective of who've signed in they'll be able to open collector sign in and open the map and really just review the content that's that's it so with those two changes made we'll go back to the main page and click share so does it take very long but we're we're publishing this this one web layer it's we're really transferring this schema and the data up to ArcGIS online and that's gonna become a service it creates that web map there we go so with that done I want to switch over to ArcGIS online and we'll leave our only our hydrant map I just want to show you here in my table of contents the three items that were created and that is directly in line when we were configuring the web feature layer for the sign inventory so we have a web map that's been created the service definition that actually contains the data and the schema that's actually what's transferred to ArcGIS online this layer this sign inventory feature layer is published from the service definition layer and the web map is wrapped around it so I can open this web map and I can start interacting with it but I think what's what's gonna be more more interesting for you to see is how we can switch over to an emulator like like this and show you how we have a collector here on an Android device I just quickly refresh my feed and be able to show you how I now have a couple of different maps I have the sign inventory map that's the one that we've been working through from scratch but then I also have my hygiene things an inspection map I can tap on the sign in inventory map now it's gonna take my position into consideration and because of that it it locates me relatively close to where my where my signs are so I can tap on any of these features click on it I can if I choose to edit this one and say well no hang on this one this one's no good this one this one needs to be repaired I can I can update that information here hit the checkmark and submit my my updates right back to ArcGIS online or if I had an enterprise jus they base set up I could sync directly to that as well alternatively if I wanted to add a point in a specific area I can say okay well there's a as a hazard here and that submit that as well so what may seem like a relatively simple process is it's actually good that it appears to be simple is actually quite powerful because I can switch from the emulator now and go back into that my web map let the screen refresh and now I can see that my hazard that I've added here exists and also that any change that I've made to the sealed sign exists as well if I keep going further back and go back into ArcGIS Pro and I turn I turn off the the original data and access data from my portal you'll notice here in the top right hand corner that I'm signed in with my account that to my education and research organization and from the project pane if I click on portal this gives me access to all of the content that that I have saved to mine and associated with my ArcGIS online account so I can right click on this layer here and add this to my map and have access to the exact same information so with that we'll we'll switch back to the slides and and wrap things up so revisiting our workflow and summarizing what we've covered today we started by preparing data in ArcGIS Pro but I showed you that we we could have just we just as easily circumvented that data creation stage by starting with a future template in ArcGIS online we then publish that data to our chase and to dark just online and configured the web map that web map then got shared with group members and accessed through in through a collector for ArcGIS to perform any edits that were necessary now great thing about this workflow is that it can be viewed at any stage once shared in the web map in addition additionally updates can come from any point in the workflow as well so there's a reason why I showed you how we can go back to the web map go back to our JS pro but once that service has been published once that and kind of in that in that web map it really does that mean that a lot of different people can make the same at it's immune ensures that you're always working with the with the most current version of the data it's also possible to quickly replicate and repurpose any layer and schema that you've published for future projects so just like I showed you how we could use a template in ArcGIS online you could actually use your own content as a template as well for quickly replicating work and getting different groups in different areas it working faster some resources that'll help you help provide a little bit more information about what what we covered today are are here one is specifically for arcgis pro this is how you can prepare your data in arcgis desktop now it it's focusing on desktop but i showed you how we can quickly a project quickly apply the star chess pro and the other is creating and sharing a map for data collection for a collector for arcgis because we're we're in education and research we wanted to point you towards some learning resources that you can use as well that you can use as is or applied to suit your own needs those of you on the on the webinar today might said might know that the ESRI training site was relaunched in August and there are two courses on there that may be of interest to you the first one is teaching with GIS field data collection using ArcGIS that one specifically focuses on collector for ArcGIS and then there's another one titled getting started with the survey one two three I have the URLs in my notes here in my slides but I'm happy to share them with you or if you have if you have access to the site then that by all means you can go ahead and and search for them I think a hidden gem that really should get more press is the learn ArcGIS site and on this site specifically user relates the data collection is a resource that's titled manage a mobile workforce so invite you to check that out in addition to other resources that relates to getting started with our GIS pro now if you're looking for some homegrown Canadian examples then you can check out as your canada's learning resources to learn there to really to find more resources that relate related to publishing content ArcGIS online a collector for our jazz and even with geo forms but before you you dial off and close everything off I just want to say that on behalf of the education and research group that is recanted I want to thank you for attending today's webinar and hopefully you were able to get something out of it so thank you

Channel: Esri Canada Higher Education & Research

Views: 2,955

Rating: 4.5 out of 5

Keywords: ArcGIS Pro, ArcGIS Online, Collector for ArcGIS, Webinar, Education

Id: LtvETpH1ZLs

Length: 44min 18sec (2658 seconds)

Published: Thu Nov 24 2016