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Survey Wizard version 3.0

1. ENEE 4 2 2 Installation of Survey Wizard on the PC eene 4 2 2 1 Understanding Survey Wizard Installation eere 5 2 3 Installation of Survey Wizard on the Handheld 5 2 4 Registering Survey WA UA GN E 6 2 4 1 How the Registration System WY OK PDT ILLIC 7 2 4 2 How to Register Survey Wizard on your PO pe 7 2 4 3 How to Unregister Survey Wizard from your PC eer 7 2 5 Upgrading Survey WiIZard E REIR IDE 8 2 6 Creating a Database 3 Bl Eee bin 9 2 6 1 Understanding Databases EENS 10 2 6 2 File Management E 11 2 7 Survey Wizard Setup E 12 2 7 1 Program Setup 12 2 7 1 1 General Setu p e keen Ree Ert i e Rente Ratten eerte p ERRAT 13 2 7 1 2 Advanced Setup EE 13 2 7 1 3 DefaultE Data oce xerit Meade tet ende Pete ite ed dese eem ee Ves 14 24 14 Labele iu ENERO E 14 2 7 1 5 Mapping Status e REIR Ee PRENNE RR Un ER RUE Don e re dehnt AT 15 PAIN Bue EE 16 2 7 1 7 Map Colors EE 17 2 17 1 9 Map Plot Symbols eee ere p echec Re Rn EIN 18 2 7 1 9 Automatic TT EE 19 2 7 2 Navigation EE 19 2 7 3 Deleting Survey Wizard Data EENS 20 271 4 Screen GU E ET 20 2 8 Godes Screen WEEN 20 2 9 CONTACTS Screen ETE 21 2 10 Understanding Data Transfer essent 22 2 10 1 Survey Wizard ID Numbers 52
2. 7 2 1 Project Screen From the Project Screen the different projects that you have loaded onto the handheld are displayed Select the project you wish to view i e contractor a 2002 Silv The BIk Block button lists the blocks in a project The View button shows the name and year of the project The Beam button allows you to beam all of the plots from one handheld to another 7 2 2 Block Screen From the Project Screen select the BIk Block button on the left and the list of blocks that you have loaded onto the handheld from that project will appear blocks only within the selected project will appear e Select the Block you wish to view Blocks are displayed using the same label format as chosen in the Program Setup on the desktop 2005 JRP Solutions Ltd 76 Survey Wizard version 3 0 The Str Stratum button displays the stratum of the block that is highlighted on the main portion of the screen The View button displays the block details of the block that is highlighted in the main portion of the screen Note Block details may be changed on the handheld however Block CP Timber mark and District even if changed will be reverted back to what was on the desktop once synced All other block information changed on the handheld will overwrite what was previously on the desktop The Beam button will beam all of the plots from the highlighted block to another handheld
3. 14 Appendix F Palm StyleTap Style Tap is an independent application that allows Palm applications to run on Pocket PC devices To upgrade Survey Wizard Palm StyleTap If you have a previous version of Survey Wizard loaded on your Pocket PC follow these steps first then the rest of the steps for installing Survey Wizard Palm StyleTap 1 Synchronize your Pocket PC so that all information recorded on your handheld is now in Survey Wizard on your PC 2 Delete the Survey Wizard application from your Pocket PC see instructions at the bottom of this page To install Survey Wizard Palm StyleTap If you do not have a previous version of Survey Wizard loaded on your Pocket PC follow these steps 1 Ensure the computer you are going to connect the Pocket PC to has the Microsoft ActiveSync program installed green double arrow icon or Windows Mobile Device Center for Windows VISTA From Survey Wizard on the PC select Utilities gt Upgrade from the main pull down menu This will take you to the upgrade page on the website www plantwizard com scripts swupgrade asp You will need to install the latest Survey Wizard desktop and the latest Palm StyleTap versions Run either open from the website or save and run on your computer the Survey Wizard installer on the machine you have connected to your Pocket PC Run either open from the website or save and run on your computer the Palm StyleTap installer on the machine you
4. 30 Survey Wizard version 3 0 3 2 EA LL Joan eg Pp OR ooo oo o BGCZone Option Each ieldStartDate BGCSubZone Text value in it s own ieldEndDate BGCVariant field RegenDelayDate Pate mm dd yyyy STANDARDS EITHER Species We Option One row PrefAccept Text PorA per standard Number ha E Jo PrefSpeciesList Text Spp1 Spp2 etc Option One row AcceptSpeciesLis per stratum t standards in a list FTGHeight Number cm Same for all Spp PrefSpecies Text one column per Option One row AcceptSpecies spp replace with per stratum 1 2 etc standards in PrefFTGHeight Number cm columns AcceptFTGHeight replace with td 1 2 etc to match spp Key Notes Column headings are not case sensitive No more than one stratum per row The first row in the file must be the headings all other lines in the file must be data The data may exist as one row per species or one row per layer with columns for species When PrefSpeciesList or AcceptSpeciesList fields are used FTGHeight and MinHeightRatio data will apply to all species in that Layer When PrefSpecies and AcceptSpecies fields are used you can substitute the sign with numbers 1 thru 10 Exchanging Data with other SW Users To import data 1 Select the Import button D from the lower tool bar 2 Select Survey Wizard export file to import a custom file generated by Survey Wizard SW
5. 2005 JRP Solutions Ltd 10 Survey Wizard version 3 0 Save As Save in 3 sw DI e 1 6 Backup Backup My Recent DLLs Documents Sel ank mdb E SampleswData mdb 5WDBMail mdb Desktop test import db mdb Mu Computer My Network File name DES M Places Save as type Database mdb _ Cancel A e 4 Name the file and save it to a location of your choice Note Name the database something that identifies the surveying year and season 7 a To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI CREATING CREATING SWE 2 6 1 Understanding Databases Survey Wizard uses Microsoft Access databases for data storage The following terms are important when working with databases Field A storage location for a single piece of information In a database grid each cell corresponds to a database field Record A collection of fields In a database grid each grid row corresponds to a record 2005 JRP Solutions Ltd Getting Started 11 2 6 2 File Management Survey Wizard C Program Files SW Sample iy Edit Screens Utilities Help Dn New amp Open ET Close e Y ei Import SY Export E Save as ca Backup database 4m Create technical support file Exit Alt X Creating a New file See Creating a Database File Open and Close Survey Wizard
6. 2005 JRP Solutions Ltd Importing and Exporting 31 Import Import type Import type Generic Excel CSV file C Genus via connection to Genus database 3 Browse to the desired file and select Start Note Survey Wizard will automatically backup the database before importing an SW file The backup is saved in your Survey Wizard backup directory in a zipped file The filename defaults to the project name followed by a date time stamp To export data 1 To export data select the Export button Y on the lower tool bar Select Survey Wizard and click Next Then select the project to be exported and choose Next Please note the location that the exported file is saved in so that you may send to its intended recipient 2005 JRP Solutions Ltd 32 Survey Wizard version 3 0 3 3 3 4 Export Select export type Select export type Select export typ Ze Survey Wizard Genus via connection to Genus database Genus via a file Phoenix Pro via a file TheForestManager via a file Back Cancel Note It is recommended that all SW export files for a project be stored in the same place This will eliminate confusion as to which is the latest version Note If you wish to export only completed blocks it is recommended that you move them see moving block section to a new project called something like Completed
7. Appendix F Palm StyleTap 119 e The StyleTap software follows the Pocket PC standard in that when you press the X button the application minimizes Be sure you have saved first e The stylized S button 2 on the bottom toolbar allows you to exit Survey Wizard and return to StyleTap e StyleTap will make icons in the Programs group on the handheld for the Palm applications it has installed e Be aware that synchronization will force StyleTap to exit this prevents StyleTap from having the databases open e The StyleTap sync portion of the software does not have the ability to create databases on the Pocket PC so the user must run the Palm application once before attempting to sync the Palm application will make the databases for us e During the installer you may see the following dialog box You can select No to complete the Survey Wizard installation without re installing StyleTap or Yes if you wish to install or upgrade StyleTap All your data will be retained with either option Applications Already Installed The following Add Remove Programs screen is displayed after the StyleTap installation you can press OK To access this screen later go to Microsoft ActiveSync on your PC and select Tools Add Remove Programs or in Windows VISTA go to Windows Mobile Device Center and choose Programs and Services more gt gt Add Remove Programs If you uninstall StyleTap using this method you will be aske
8. Fel I leche Appraisal E OR o The silviculture activity must be one marked with a checkmark beside CurrStat in the Silviculture Maintenance table 2005 JRP Solutions Ltd 38 Survey Wizard version 3 0 e Ecology Units must exist in the Silviculture module select Ecology Units from the activity list to view Silv Activities Division Genus Licence TFL56 B e The Silviculture Prescription must have Standards Units and the Stocking data must be filled in 2005 JRP Solutions Ltd Importing and Exporting 39 Ww SP Lic TFL56 CP 101 Blk GEPOO1 Tenure Objectives Ecology Strategy Sail Systems Stocking Admin gt Identification Licence TFL56 Licensee GENUS RMT Permit 101 Location Glen Block ID GEPOO1 District Name Prince George Forest District Opening 19 321035 Site Class Medium y Index wd Field Work Date 0000 00700 By Timbermark s Tenure rea ha Dominant 456 101 53 7 Area Summary Productive Productive 421 Productive 1 1 Non Productive Permanent 3 6 Gross ha 57 3 e Inthe Silviculture Prescription under the Ecology Tab each productive Standards Unit must be linked to an Ecology Unit ee SP Lic TFL56 CP 101 Blk GEPOO1 01 80 02 20 lf 100 05780 01720 u E 05780 01720 M 00 Total Area ha 22 0 3 4 2 Exp
9. JRP Solutions Ltd 82 Survey Wizard version 3 0 3 The Layer View Screen displays the standards and the measured density compiled from plots for comparison Details button shows minimum spacing requirement Std Standards button shows the current standards for the selected layer of the stratum Standards can be edited as well from this screen 2005 JRP Solutions Ltd Survey Wizard on the Handheld 83 e More Plots button shows whether more plots are required The number returned is the total number of plots required to meet the desired precision at the current variation levels including the plots that have already been collected Note Statistics displayed by layer for Multi layer surveys are NOT cumulative They represent the variation of WS and FG stems up to M for each layer individually as if it were a single layer survey Note To view how the stats may be affected if a species was changed from unacceptable to acceptable or from acceptable to preferred simply collect your species information by plot with current standards then try changing the standards to see how statistics stocking levels may be affected 7 3 Beaming Data from the Handheld Beaming data is a one way process from one handheld to another If two people have done plots Person 1 must beam their plots to Person 2 and then Person 2 must beam their plots to Person 1 When a
10. SN WY Ae N N MZ G Version 3 0 Users Manual o RP SOLUTIONS LTD Users Manual Survey Wizard Version 3 0 Survey Wizard is software designed to allow you to organize your silviculture survey projects on your desktop and collect your field data on your handheld Data is efficiently transferred from Palm to Palm or Palm to desktop to allow for easy survey compilation This manual covers the primary points of the desktop and Palm sofware the Survey Wizard features and how to use them Survey Wizard Version 3 0 Users Manual COPYRIGHT 2005 All rights reserved Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document I Survey Wizard version 3 0 Table of Contents 1 Introduction and Overview 2 2 Getting Started 4 2 1 Minimum System Requirements r
11. e BC Timber Sales Used only by BCTS Database server May be populated automatically if not check with your IT person to find out the Genus Service Name e Service name Will be populated from the Database server Oracle database driver See Recommended If this is not available contact your IT person so they can install Microsoft Data Access Components MDAC e Database user name The Oracle database logon name e Database password The Oracle database logon password e Select whether you want to import spatial data from Genus if you select this option you will have access to the SDE Connect screen Map Layers screen and Special Layers screen The SDE Connect Screen requires additional database information for the mapping data e Server May be populated automatically if not check with your IT person to find out the SDE Server Name e SDE version Check with your IT person e Database Check with your IT person e Map Directory Choose a location to store your maps when they are imported from Genus Select the year and operation you would like to import blocks from It is recommended that different years be imported into different databases if you try to import all years worth of surveys into the same database and there is a block that has a survey planned for more than one year the block will only appear in the first year s project Select the blocks that you would like to import into Survey Wizard Yo
12. JRP Solutions Ltd Getting Started 25 Activity sequence box Recommendations for Genus Imports One database should be used for Genus imports Because Genus has its own ID numbers that are checked on each import you can import as much information as desired as many times as you want without creating multiple data If a block was previously imported from Genus it will not be imported again If information has been changed in Genus between the first and second import the Survey Wizard information will be UPDATED but not re imported Note DO NOT make a NEW database if you have already sent information to others Ifa NEW database is created NEW Survey Wizard ID numbers will be assigned If the ORIGINAL Survey Wizard database is UPDATED the Survey Wizard ID numbers will remain the same Genus Exports Only data that has a Genus ID number will be transferred back to Genus direct connection Upon export the Genus ID numbers in Survey Wizard are searched for in Genus When matching ID numbers are found in Genus data is inserted updated according to the type of data The ID numbers that are compared are Block ID and Activity ID Strata will be matched by stratum name going back to Genus If the stratum exists in Genus it is updated If the stratum doesn t exist in Genus it is inserted Note See Genus ID Number Examples for common Genus data transfer questions 2 10 2 1Genus ID Number Examples 2 10 3
13. Technique_code Technique code Method_code Method code Objective1 Objective Eee men e T up Teran o ne L T layer 1 Ihi D D gt 5 ALA 2 3 Silviculture Stockstat History OLD EXPORT FORMAT GENUS FIELD SW SW FIELD DETAILS SCREE N Lgth Start Lgt Lgth Pos h FORMAT FORMAT EXPORT FORMAT Start Lgth Start Lgth Lgth Pos Pos o sf os sl v sl ef is sl i v si sol si sol sl so v se E ER ca E Em ss ml oss onn al D E al E D o zx gt an gt I E co o ae alfa a a o ae a o SQ BN N a ale d E 8 3 8 co O A A zi al l o l lol lol sl lala la zi co EN zx oO AR E E m e E N e E 20 215 MEE Te Te row per stratum layer n e al D o al m Ke al m A al ER zu 1 1 lo oI I lJoJoal o En N o m A o NEW RPT REF FOR CALC FIELDS SS Single Story New Report MS Multi Story FORMAT INTERIOR EXPORT FORMAT lt DOA gt UZ5DZ Report Cell eg aleet sb Hl se E ES EEC ERR RR ol 6 CE E CS EZ Poma sex enm Fast ax vs 2 of E Boa mex ore Ls poss 5 a5 oe I Lenze ES rewon sx sof sx oof so wo v error EN roer fmf of ei ef wif of E 2005 JRP Solutions Ltd Appendix A Data Export to Genus via a file 99 m Details EE EECH CC
14. 7 2 3 Stratum Screen From the Block Screen select the Str Stratum button to access the Stratum Screen The Layer button allows you to view the stats and standards of each layer of the highlighted stratum see Statistics section for more details The View button allows you to view or edit e Stratum details e Stratum ecology e Stratum comments e Stratum recommendations Note All fields changed except stratum name will overwrite information on the desktop See Syncing with the PC for more details The New button allows you to create a new stratum The Plots button accesses the Plots Screen for the selected stratum to view plots and create new plots The Beam button allows you to beam all plot data from that block to another handheld O 2005 JRP Solutions Ltd Survey Wizard on the Handheld 77 7 2 4 Plots To access the Plots Screen select the Plots button from the Stratum Screen The New button creates a new plot The Edit button edits the highlighted plot The Move button moves a plot to another stratum The Del Delete button deletes the highlighted plot The Done button returns back to the Stratum Screen Note INV indicates this plot is an inventory plot and is triggered by the entry of CC in the Plot Details Screen Note Plots in parentheses have no data recorded no date stamp 7 2 4 1 Plot Details Recording a Plot on the Handheld 1 From the Stratum Scr
15. Example 1 Genus imports Block X is imported from Genus to Survey Wizard It has a Genus block ID number and is assigned a Survey Wizard Block ID number In Survey Wizard you change the name of Block X to Block Z You try to import Block X again from Genus into the same database It recognizes that the Block Z has the same Genus Block ID number as Block X that you are trying to import so it ignores that block Block X will not get imported again as it already exists in Survey Wizard The same is true for other items within Block X A stratum has a Genus Stratum ID When you want to import a block into Survey Wizard the importer will check to see if there is another stratum with that ID number If there is one it won t import that stratum If there isn t one it will import that stratum Example 2 Updating Genus and Re importing You import block X with SU A and SU B Shortly thereafter you decide that a portion of SU B should be SU C You add SU C with stocking standards into Genus and then import the block into Survey Wizard The importer will recognize that SU A and SU B already exist and won t add another copy If SU B area has been changed it won t get updated It won t find a matching ID number for SU C so it will add it to Survey Wizard ID Number Diagram This diagram shows the flow of data into and out of Survey Wizard and how ID numbers are treated with each transfer O 2005 JRP Solutions Ltd
16. Method 1 If you do a non species specific stem count at each plot you simply enter your tally in the space beside the TS Total Stems and TC Total Conifers buttons on the Plot Details Screen When you enter your WS and FG into the Silviculture Screen for inventory plots enter a 96 for each species and leave TS blank Total stems by species will be calculated automatically from TS on the Plot Details Screen multiplied by the species 96 in the Silviculture Screen and used to determine Inventory Species 96 Note When using the 6 column the surveyor must either record TS before entering the Silviculture Screen or go back and save this screen once TS has been recorded in the Plot Details Screen O 2005 JRP Solutions Ltd 80 Survey Wizard version 3 0 Method 2 If you collect total stems by species not just well spaced Survey Wizard will automatically calculate total stems and total conifers Once you have completed your tree count and saved the data on the Silviculture Screen go back to the Plot Details Screen and tap on the TS and TC buttons to calculate You DO NOT need to enter TS by species and species in the Silviculture Screen Only TS by species should be entered into the Silviculture Screen otherwise it will be overwritten with a calculation of total stems from Plot Details Screen multiplied by the species entered Note For the TC calculation feature to work properly the user mus
17. based on printer page size ES Printer setup Legend size 100 Plot point size ma v Block Position AS up Eer Y Show coordinates grid Next gt Cancel 5 Selectthe scale you would like 6 Select the Map Report Type only those reports with the prefix of ML will be available the area clipped for printing is the Print Area set when the report is saved Custom versions of these reports will also be available in the selection 7 Adjust your printer setup as needed i e paper size and layout 8 Select how large you would like the legend to appear and how big you would like the plots to show 9 Select where you would like the centre of your block to be positioned on the paper by clicking on one of the arrows 10 Choose whether you would like to show the coordinates grid on the printout Click Next 11 You will reach a box like the following O 2005 JRP Solutions Ltd Mapping 69 Print Map Map preview 12 Each outlined box is moveable Position each of the boxes as desired by dragging them with your mouse left click and hold 13 Print your map by clicking Print 2005 JRP Solutions Ltd Cost Tracking 71 6 Cost Tracking Survey Wizard tracks costs such as transportation and storage at the project and block levels in the Openings Screen Total Misc Costs button Date jcot Code Vendor Inge
18. 3 4 5 1 2 3 4 5 Even though the plots are named the same thing they have been assigned different ID numbers as they have been created on different handhelds The data will not be overwritten when beaming Scenario 2 Surveyor 1 and Surveyor 2 get back to the office at the end of the field day and want to transfer their plot data back to the survey contractor s PC Each syncs with the PC and the survey contractor will end up with 10 plots on his PC named 1 2 3 4 5 1 2 3 4 5 Even though the plots are named the same thing they have been assigned different ID numbers as they have been created on different handhelds The data will not be overwritten when syncing Note This is an example only it is recommended that all plots be named differently i e put your initial as a prefix to avoid confusion when doing mapping etc Genus ID Numbers When are Genus ID numbers compared 1 When importing data from Genus to SW the receiving SW database is checked for existing Genus ID numbers if found the data will not be brought in to SW again 2 When exporting data from SW to Genus the Genus ID numbers in SW are used to locate the correct location in Genus to transfer the data to Where can I check my Genus ID numbers You can view your Genus ID numbers in Survey Wizard when in the Block Node of the Openings Screen The numbers appear at the bottom of the screen in the Cut block sequence box and 2005
19. 200 pes 7 n n ees ER z po n 262 A o G47 K4 E 0 Site index Stratum Site Index For 303 101 303 10 303 10 SS D26 details leading Silv spp Source code Stratum Site src 313 10 313 10 313 10 N details Total well spaced Plots WS Calc avg 323 10 N Regen ha pref amp acc Spp ignoring M value Comments Combined 323 2000 323 200 333 200 N i into one 0 0 2005 JRP Solutions Ltd 102 Survey Wizard version 3 0 5 Pest Infestation History 1 row per pest lt DNOA gt UZ5DZ GENUS FIELD sw SW FIELD DETAILS OLD NEW RPT SCREE EXPORT EXPORT REF N FORMAT FORMAT INTERIOR FOR EXPORT CALC FORMAT FIELDS SS Single Story New Report MS Multi Story Lgth Start Lgt Report Pos h Cell pues Powe oem Ls E a op at SS ues ac mes ee of oo roma soar owes a a of a ef I Block id Block Activity name Activity Name sapos so sf of sf of v 15 5 5 5 2 Completion date Stratum Field Finish Date Details Base code Base code Technique code Technique code Method code Method code A al E al D eof ep espe 7 Objectivet Objective 156 15 156 t5 v Stratum_name Stratum Stratum 171 8 Layer Plots Layer Single l 186 6 186 2 Y Multi 1 2 3 4 V ae dl i i Pest als N al 188 alla N MIAJ A A co Percent Plots Live Trees Live 203 Pest Affected Trees Affe
20. 26 Survey Wizard version 3 0 Check Genus ID Create SW ID Create SW ID Create SW ID Import data Check SW ID Check SW ID Sync Check SW ID Check SW ID Handheld Check SW ID Check SW ID O 2005 JRP Solutions Ltd 28 Survey Wizard version 3 0 3 1 Importing and Exporting Survey Wizard is designed to share information with other database systems Survey Wizard exchanges data with e Microsoft Excel Survey Wizard will import from Excel spreadsheets CSV file and export to an Excel spreadsheet e Survey Wizard Data can be shared between multiple users of Survey Wizard SW file e Survey Wizard handheld A Palm OS program records data collected in the field on handheld computers and can be synced back to the Survey Wizard desktop and to other handhelds running Survey Wizard This program can run on Palms and Pocket PCs e Forest Management Database Systems Survey Wizard exchanges data download and upload with a variety of different systems such as Genus Phoenix and TFM Exchanging Data with Excel Data can be imported from a generic comma separated value file CSV that can be created through an Excel spreadsheet Data can also be exported to an Excel spreadsheet format To import data 1 Select the Import button amp from the lower tool bar 2 Select Generic Excel CSV file from the import dialog box and click Next Import
21. 32 Functions 73 Graffiti 77 Hotsync 5 32 84 Hotsync Software 5 Import 32 Installation 5 Installer 8 Layer Screen 81 Layer View 81 Navigation 73 OS 32 OS Software 5 OS Version 73 Plot Details 77 Plots 77 Plots Screen 77 Projects 75 Quick Install 5 2005 JRP Solutions Ltd 130 Survey Wizard version 3 0 Palm Remove Data 86 Scrolling 73 Setup 4 73 Silviculture Screen 77 Sleep Mode 73 Stratum 76 StyleTap 5 8 118 Survey Wizard Version 73 Uninstall 5 Upgrade 5 8 Version 8 73 124 Vista 122 Pan 62 Partial Plot 55 Paste Stratum 52 Path to Map 16 61 Path to Reports and Help 13 PC Installation 4 Operating System 124 Register 6 7 Version 8 Pest 55 80 Data 58 Data Fields 58 Fields 58 Screen 77 Species 58 Phoenix Pro 28 45 Photo 30 Format 58 Tab 51 58 Pivot Table 107 110 Plantable Spots 55 Plot 77 80 Area 52 Comments 58 Copy 55 Data Entry 77 Delete 77 Details 77 Edit 77 Grid 62 Handheld 77 Move 55 77 New 77 Palm 77 Partial Plot 55 Paste 55 PocketPC 77 Recording 77 Restratify 55 Symbols 18 Tab 55 Windows CE 77 PocketPC 4 Backup 83 Beam 83 Block Display 75 Data Transfer 83 84 Export 32 Import 32 Installation 5 118 Layer Screen 81 Layer View 81 Navigation 73 Plot Details 77 Projects 75 Remove Data 86 Setup 73 Silviculture Screen Stratum 76 Sync 5 32 84 118 Uninstall 118 Upgrade 8 118 Point 62 Polygon 62 Position Print Recta
22. ARO HE AC E AC EC CS EL DEER EH reete cone es papas meroa oae alba LIT oue ECH onesie ssp cs oss 15 vo5 vo v Layer Plots Layer Single 186 2 186 Multi 1 2 3 4 V Recerca year Poa ve we Reserve_type Stratu Reserve Type 192 m Details Stock_age Plots gt Inv Age Calc avg 202 2 202 Regen ec 9 __ a E Stock height Plots Inv Height cm Calc avg 206 Regen ht m Stocking status id Stratu Inv MOF status 10 m Details Stocking type id Stratu Inv MOF type m Details S Total coniferous Plots Total Conifers Calc avg 10 ha 116 MS G31 K31 Density Plots Total Stems Calc avg 0 S ha S Countable conifers Plots Countable Stems Calc avg ha MS G32 K32 Top height Plots LeaderHt Calc avg MS Regen for the 2 G47 K47 leading Site index Stratu Site Index For 10 N m leading MS G30 K30 MS G35 K35 4 2005 JRP Solutions Ltd 100 Survey Wizard version 3 0 Source_code Stratu Activity_name Activity Name Completion_date tratum Field Finish Date Details Technique code Technique code Site src 303 m details n EE ity Comments Stratu Comments m Stratu Recommendation m S GENUS FIELD SW SW FIELD SCREE N S Combined into one field DETAILS OLD EXPORT FORMAT 0 313 1 0 200 0 NEW RPT REF FOR CALC FIELDS SS Single Story New R
23. Comment 26 07 2004Ra 500 00 Transport Big Mill Inc Bob 12343 Crew transport into camp flights 03 08 2004 100 00 Mapping Quick Plot Inc Joe 55555 Professional Mapping Be Delete Edit Cost Codes come from the Codes Screen and Vendor comes from the Contacts Screen Note There are currently no cost reports available If you are interested in this feature please contact JRP Survey Wizard technical support lt 2005 gt JRP Solutions Ltd Survey Wizard on the Handheld 73 7 Survey Wizard on the Handheld Entering plots into Survey Wizard is best done on a handheld device See Installation of Survey Wizard on the Handheld to get started After the program is installed it is recommended to set up your handheld for use 7 1 Palm Setup To set up your Palm for data entry 1 From the Home Screen on the Palm Select the Preferences Icon Prefs 2 Select Buttons from the pull down menu in the upper right corner 3 Assign all the buttons except the calculator to Survey Wizard this will allow the buttons to be used to navigate within the program for more efficient data entry in the field How the buttons work in Survey Wizard 1 Button 1 will operate as a tab button between fields on the data collection screens Buttons 1 2 3 and 4 will function as the button on the Survey Wizard screen directly above the button on the Palm i e If there is a Save button above button 4 pushing button 4
24. S eR 0 2 en E x Ye en ne e ex e e o Ce Status 11 A Y Hat ep Data a Opening summary lt i gt Subtotals Subtotals are made possible by grouping the data that you would like to subtotal by The option Group must be placed in the columns by which you wish to group the data Then you can place your totals in the appropriate columns You can subtotal by no more than sixteen fields at once Below you can see the example of subtotals usage There is an option Sum in the option cell of the column Plots and Area Ha In the option cell of the column Stratum there is an option Group This shows that Plots and Area Ha will be subtotaled by Stratum lt 2005 gt JRP Solutions Ltd Appendix C Excel Report Options 109 11 3 v M4 Data Opening summary Hiding detail data in an outline To collapse the tree of subtotals in the result report to some level you can add the parameter Collapse in the template file as shown below C6 Y f groupicollapse c eedling label Delivered aera colsfit jroup collapse RE Project Block Date Seedling label Delivered I 3339Tetal IS E E jGmndToal 900 You can also hide data in any grouped report manually by using the and signs on the left Additional Options Besides the column options XL Report Builder supports a number of range sheet and report options Range opti
25. Silv layer for Stratum marked FG TS 96 of TS ttl Inv layer u Mil O 2005 JRP Solutions Ltd Appendix B Exchanging Plot Data with a GPS Unit 105 10 Appendix B Exchanging Plot Data with a GPS Unit You can add plot locations to your Garmin GPS unit and also download tracklogs from your GPS and add them to a map layer called GPS track 1 Select all the blocks you wish to download GPS data for so they can all be exported at once 2 Select the GPS button from the map window 3 Follow the on screen directions Notes e Your plots must be uniquely named within a block multilayer plots OK Plot names cannot be longer than 4 characters Survey Wizard cannot remove waypoints or tracklogs from your GPS The waypoint names will be the plot name prefixed with an alphabetically assigned code to ensure that each block s plot waypoint will be unique example A1 1st block plot 1 A2 1st block plot 2 B1 2nd block plot 1 etc This naming scheme makes it possible to load the plots for multiple blocks at once You should periodically delete old tracklogs from the GPS to limit the amount of data to be transferred 2005 JRP Solutions Ltd Appendix C Excel Report Options 107 11 Appendix C Excel Report Options The following information provides more detail on customizing Excel reports provided with Survey Wizard Before trying any of these additional functions p
26. Total Median Basal Modal Total GU tallest GU in Partial Dale Plot from last last m Layer stems spots spots Examiner Conifers cx Ht cm Countable Area Swp DBH cm Stems tree cm trees UTM North UTM East Status Description Plot _ 95 03 2007 1 180 100 1 30 D OJR 50 100 250 50 20 D 55 IT 05 03 2007 2 180 100 1 40 0 DM 60 90 200 40 15 0 70 E gt 05 03 2007 EME 150 100 1 45 0 DM 75 85 200 40 0 0 80 0 0 D 0 m Record count 3 Regen Brush Pest Comments Add Dei Spp Ts ws Tee Ht om LeaderHt cmi Age Inv Age Inv Hetto Ba 20 1 1 Jew 30 4 3 200 25 8 _ Dr 5 Fdc 10 111 Hw 15 1 1 The Plot fields are summarized below Field Definition 1 1 j Datausedfor Date Date amp time of plot generated by handheld Plot JPotnam Reference Bearing from last Bearing from the last plot to current plot Dist from last m Distance from the last plot to current plot___ Reference o Z m TE layer 1 2 3 4 Vet for multi layer surveys 1 used for single layer surveys multi layer Countable stems Countable stems Stratum countable stems Plantable spots Number of plantable spots Stratumplantablespots Preparable spots Number or preparable spots Stratum preparable spots Examiner Surveyor ID Total Conifers Total conifers from handheld TC entry Stratum total conifers SS ee closure percent Stratum Inventory
27. Wizard from a Pocket PC Removal by Sync When you sync the handheld to the Survey Wizard database all of the data collected on that handheld will be automatically transferred to the PC Blocks left checked to be synced which are currently on the handheld will remain on it with any data collected in the field Data will only be removed from the handheld if 1 The block is present in the list of blocks to put on the handheld it will not be there if you have the wrong database selected and 2 The block is unchecked when your proceed Note If your handheld is performing slowly you may want to reduce the number of blocks loaded on it at any one time The amount of data on the handheld directly relates to the speed of the handheld even if the handheld has lots of free memory 2005 JRP Solutions Ltd Survey Wizard on the Handheld 87 Additional Ways to Remove Data from your Handheld Palm gt PC Options e Insert projects amp blocks from the Palm Pocket PC to the PC Allows projects and blocks not currently in the database you are syncing with to be inserted on your PC database The first sync will insert them into the PC database and if you sync again without selecting block to be synced back to the handheld the blocks and projects will be removed from your handheld e Save handheld data into text files technical support feature Dumps all data from the handheld into your C drive in
28. a grid OPTIONAL a Click on the plot layer then click on the Plot Grid button b Enter your desired grid spacing and click OK c Move your cursor over the stratum and double click d Allthe plots created on the map have also been created in your Openings Screen Plots tab so information can be entered into them in the field The plots are assigned numbers and are located with the associated strata where they are located on the map for easy reference in the field 11 If you wish proceed to print out a Pre Survey Map using the Map Labels report After Surveying 1 To create plots after surveying a Click on the Plot Layer then click on the Draw button b Move your cursor over the location you would like to create a plot and left click c Select the plot only unlinked plots within that stratum will appear that you would like to link the point to or click Add New enter the Plot Name and select OK Note If you would like to change the linkage of your plots click on the Plot Layer click on the Link button click on the plot you would like to link and select the plot name from the drop down list that you would like to link to only the plots within the Stratum will be listed 2 Once your plots are completed and mapped it is possible to have the map coded to show the status of the plots i e Max Plots versus Max Plots or NSR versus IMM versus FG by a Ensure that you have setup your Map Plot Symbols in the Pro
29. allows users to open and close files from within Survey Wizard These features are available on the lower tool bar and on the File menu Import Export To exchange data with Excel CSV comma separated value files other Survey Wizard applications handhelds and forest management database systems Genus Phoenix etc File Save as To save files as a new file name select Save as from the File menu This function will save the file as a new name but DOES NOT open the new file To open the new file close the current file then open the new one Backing up your data To backup a database select Backup database from the File drop down menu The backups renamed with the file name date amp time of the backup are stored as files in a Backup directory with the program file in a zip file named with the database name After backing up a dialog box with the backup location will appear Information e Database has been backed up into C Program FilesiSW Backupltest backup zip Photos are excluded From the backup Y Backups are also done automatically when importing data from a SW file as a precautionary measure the file as it was just prior to import is backed up Backups do not included photos saved in the database The photo path and filename are however saved with the database therefore if they remain the same photos can still be accessed from a backup file Backups are also done automatically when the program
30. exeun LR 92 8 3 Troubleshooting Reports O R 93 9 Appendix A Data Export to Genus via a file 97 10 Appendix B Exchanging Plot Data with a GPS Unit 105 11 Appendix C Excel Report Options 107 11 1 Ranges A E MM ML 107 11 2 Column Options 107 11 3 Additional Options HEC 109 11 4 PIVOLTAbDIOS 2 a Ee EES ENEE verte 110 12 Appendix D How To Guide 113 13 Appendix E Troubleshooting 116 14 Appendix F Palm StyleTap 118 15 Appendix G Using Palm Handhelds with Windows Vista 122 16 Appendix H Technical Support 124 Index 125 O 2005 JRP Solutions Ltd Survey Wizard version 3 0 Introduction and Overview Survey Wizard is designed to assist with organizing field survey and reconnaissance activities It is set up to provide for data collection and compilation of free growing regeneration and green up surveys Both single layer and multi layer surveys are supported in the Survey Wizard software Additional survey types may be added in the future Survey Wizard Features Organize survey projects Manage survey progress and costs Compile survey results Efficient data collection and compilation of survey data in the field Exchange data with other users and other systems 2005 JRP Solutions Ltd Survey Wizard version 3 0 2 1 2 2 Ge
31. in each plot is related to a single ID number Example 10 blocks within a project will be related to the same Project ID number but each block will have a unique Block ID number 3 strata within a block will be related to the same block number but each stratum will have a unique Stratum ID number 5 plots within one stratum will be related to the same Stratum ID number but each plot will have a unique Plot ID number When are Survey Wizard ID numbers compared 1 When data is transferred using SW files 2 When data is transferred by syncing 3 When data is transferred by beaming Where can check my Survey Wizard ID numbers Project ID You can view your Survey Wizard project ID number when in the Project Node of the Openings Screen Block ID You can view your Survey Wizard block ID number when in the Block Node of the Openings Screen Stratum ID You can view your Survey Wizard stratum ID number when in the Stratum Node of the Openings Screen in the Stratum Details tab Recommendations for Data Import Using CSV Files One person should import the information from the CSV file to Survey Wizard The Survey Wizard file should then be EXPORTED as a SW file The SW file should be distributed to everyone DO NOT distribute CSV files for everyone to import individually Survey Wizard ID numbers remain the same when a database is exported to a SW file then imported to another database These files will be compatible No
32. numbered site series will be imported Note Survey Wizard will automatically backup the database before importing from Genus The backup is saved in your Survey Wizard backup directory in a zipped file The filename defaults to the project name followed by a date time stamp Note The information brought into Survey Wizard is the Block information Standards Units and Standards all from the silviculture prescription Note Any information imported that may have a Survey Wizard Code Table associated with it does NOT have that information added to the Code Table Note If any of your Genus blocks and or stratum are not imported and you expected them to be please check that you have the following fields in Genus filled out e a survey planned for the year you are importing for the Silviculture Prescription has Standards Units with Stocking data filled in Ecology Units exist each productive Standards Unit is linked to an Ecology Unit under the SP Ecology tab a To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI IMPGENUS IMPGENUS SWE 3 4 1 1 Imported Data The following is the information that is brought into Survey Wizard from Genus if filled out in Genus Group Items in Group To Survey Wizard Screen Project Project Name Mgmt Unit gt Details gt Operating Project Node of Openings Area Screen Year Planned Activity year Project Node of Openings Screen Survey Type Defaults
33. order 1 6 See section on Exporting to Genus for more information 1 Silviculture Activity 1 row per block GENUS FIELD sw SW FIELD DETAILS OLD NEW SCREE EXPORT EXPORT N FORMAT FORMAT INTERIOR EXPORT FORMAT Start Lgth Lgt Pos h ovens noe oon a J a SS ees eier rene ef 6 of ef stv emos orc erm i 6 ex vo orf wo vy Boccia ones pex v6 oo v6 oof sme Prost venere si sof si so si so vy Gross_area Stratum Net area Sum of 101 7 101 7 101 7 Summar blk y N6 Start_date Stratum Field Start Date Min date 109 10 109 10 109 10 N Details for blk Completion_date Stratum Field Finish Date Max date 119 10 119 10 119 10 N Details for blk ERR ESCHER Jef e DESI T Perea cove Prost meros wo vs Jess oeae frora oneene wa vs wf os w po BRI e code Faring oe Beck rra aaa ES erm e EISE ET ao conrear vare roe comae HE sof veo oof eo sof _ 0 0 2 Silviculture Stratum History 1 row per stratum RPT REF FOR CALC FIELDS Report Cell lt DOAPUSPSE Z lt lt lt lt lt GENUS FIELD SW SW FIELD DETAILS OLD NEW WEYER BC SCREE EXPORT EXPORT INTERIOR 2005 JRP Solutions Ltd 98 Survey Wizard version 3 0 CDA a SR Poma ook rnme Boa foo eo enee ae remna Completion date Stratum Field Finish Date Details
34. the list 2 Select the Edit button from the top of the window 3 Ensure that all the original ranges for the report exist and are at least 2 rows high by 2 columns wide 4 Ifthe range is nested with another range then it must occupy the same columns as the parent range 5 Ranges are edited by selecting Insert gt Name gt Define in Excel and can only be modified one at atime After each one is modified you must select OK to save the changes 6 Please refer to the original default report installed with Survey Wizard to determine the names and type of each range Note Remember that ranges cannot be deleted from a report but can be modified to display little or no information or placed off the page if you do not want them printing Using Excel 2007 Problem Some reports will not run Solution Multi sheet reports will not run on Excel 2007 at this time Please use the alternate related Stratum reports 2005 JRP Solutions Ltd Appendix A Data Export to Genus via a file 97 9 Appendix A Data Export to Genus via a file There are several different templates available through Genus for importing survey data from various sources Depending on the template that you use you may have some or all of the following fields available to you to import Survey Wizard has the option to export to three different template formats Upon importing these files into Genus they must be imported in
35. to Silviculture Project Node of Openings Screen CP Number Management Unit gt Allocation Block Node of Openings Screen Bek Management Unit gt Details Block Node of Openings Screen P Timber Mark Management Unit gt Allocation Block Node of Openings Screen Ce Management Unit gt Allocation gt Block Node of Openings Screen Licence mE Funding Source Management Unit gt Details Block Node of Openings Screen O 2005 JRP Solutions Ltd 36 Survey Wizard version 3 0 bag Jeuting Permit Dorais gt Distr Block Node of Openings Screen Lamae Management Unit gt Dorais Block Node of Openings Screen eat Management unt gt Dorais lock Node of Openings Screen Location Cuting Permit Das Sa lock Node of Openings Screen Bis StreuturePrescrpton gt SU nas Sratum Node gt ratum een Svcuture Presenpton gt Su nas Sratum Node gt ratum ecology BG0Z Ecology Unt or Su SratumNode gt Stratum Ecology Ecology Unit for SU Stratum Node gt Stratum Subzone ecology varan Ecology Unt torso Sram Node gt Sram 1 eoogy 5 Series Ecology Unt or SU Statum Node s Stratum sees Ecology Unt gt Average Slope Stratum Node gt Sratum Dei rest Foology Unts Aspect Statum Noge gt Sraum Details Lage Foology Unt Min Elevation Sratum Node gt Sratum Details righ Elev Ecol Unt Max ievaton Stratum Node gt S
36. will save 3 The up and down Scroll buttons will e Scroll on screens where there is a list i e the Select Plot Screen or e Increase or decrease values in the selected field on data collection screens i e in the TS WS or FG fields in the Silv Screen 1 2 3 4 7 2 Navigating on the Handheld From the handheld Home Screen select the Survey Wizard icon on the handheld or press any of the buttons assigned to Survey Wizard to get to the Survey Wizard Setup Screen e Version of Survey Wizard loaded onto the handheld O 2005 JRP Solutions Ltd 74 Survey Wizard version 3 0 Surveyor editable and saved with each plot until it is changed Checkbox for Alberta standards Prj Project button will open the Projects Screen Beam button will beam all plots from one handheld to another See Beaming Data from the Handheld section for more details on beaming Information button will bring up more setup information Phone number for JRP technical support Version of the Palm OS is being used Version of Survey Wizard loaded onto the handheld Hotsync user Last sync date and time Last database the handheld was synced with Note At any time if your Palm goes into sleep mode press any of the buttons assigned to Survey Wizard and you will be brought back to the last screen you were working on in Survey Wizard 2005 JRP Solutions Ltd Survey Wizard on the Handheld 75
37. 22 rnit pn onto pni sense nase Pea o suain ipa dona ana 22 2 10 1 1 SW ID Number le EE 24 2 10 2 Genus ID Numbers R 24 2 10 2 1 Genus ID Number Examples AA 25 2 10 3 ID Number Diagram Eeer 25 3 Importing and Exporting 28 3 1 Exchanging Data with EXcel eintreten reu n trt E 28 32121 CSV File zeli CC ID EE I 29 O 2005 JRP Solutions Ltd Contents Il 3 2 Exchanging Data With other SW Users rere 30 3 3 Exchanging Data with Handheld Devices 32 3 4 Exchanging Data with Gen s raid 32 3 4 1 Importing from Genus EE 33 3 4 11 Imported Data a 35 3 4 1 2 Troubleshooting Genus Import 36 3 4 2 Exporting A O 39 3 4 2 1 Exported Datani era asa eT rae a dc 42 3 5 Exchanging Data with le TT ul 45 3 6 Exchanging Data with TFM ee 45 4 Openings Screen 47 4 1 Projects 4 m E ee 47 4 1 1 Adding and Deleting Projects AEA EEEE E EES E EEEE 47 4 1 2 Project INN CTIE 48 42 BIOCKS eege Eege 49 4 2 1 Adding Deleting and Moving Blocks 2222024022200000000n00000nnnn0nnannnnnnnnnunnnnnnnnnnnannunnnnnnunnnnunnnnnnnnnnnn 49 4 2 2 Block Details 222000002200000000n0n00nannnnnnnnnnnunnnnnnnnnnnnunnnnnnnnnnnunnnnnnnnnunnnnannnnnnnnnnnnnnnnnun
38. 45 Timbermark 50 75 Toolbar Lower 19 Upper 19 Total Conifers 55 Total Stems 55 57 77 Tree Species 20 57 Tree Views 47 Troubleshooting 113 116 Codes 116 Genus Export 39 97 Genus Import 36 116 lt 2005 gt JRP Solutions Ltd Index 133 Troubleshooting 113 116 Labels 116 Manual 116 Mapping 116 Plots 116 Reports 93 116 Windows Vista 116 U Understanding Databases 10 Uninstall 7 86 Unregister 7 Manual 7 Survey Wizard 7 Update 22 Upgrade 5 118 Desktop 8 Handheld 8 Network 8 Palm 8 PocketPC 8 Survey Wizard 8 Windows CE 8 Upload 28 Upper Toolbar 19 User Manual Troubleshooting 116 Users 7 Utilities 12 13 14 20 UTM Coordinates 62 65 Va Vendors 21 Version 8 124 Video Resolution 4 View 75 81 Vista 4 118 122 Visual Basic 93 W Well Spaced 57 Windows CE 4 Backup 83 Beam 83 Block Display 75 Data Transfer 83 84 Export 32 Import 32 Installation 5 Layer Screen 81 Layer View 81 Navigation 73 Plot Details 77 Projects 75 Remove Data 86 Setup 73 Silviculture Screen 77 Stratum 76 Sync 5 32 84 Upgrade 8 Windows Vista 4 118 122 Troubleshooting 116 Y Year 48 A qa Zoom 62 O 2005 JRP Solutions Ltd
39. 5 Export 24 32 39 42 97 ID Numbers 22 24 Import 24 32 33 35 36 Import Maps 33 To Survey Wizard 22 Troubleshooting 33 36 39 97 116 Getting Started 4 73 GPS 105 Graffiti 77 Grid 62 GU Tallest Tree 55 GU Trees 55 H Handheld 4 84 Backup 83 Beam 83 Block Display 75 Data Transfer 83 84 Export 32 Import 32 Installation 5 118 Layer Screen 81 Layer View 81 Navigation 73 Plot Details 77 Projects 75 Remove Data 86 Setup 73 Silviculture Screen 77 Stratum 76 Sync 5 32 84 118 Troubleshooting 116 Upgrade 8 Hard Drive 4 Help Desk 124 Hide Report Sections 89 High Elev 53 Host Species 20 58 Hotsync 22 28 32 75 122 Features 84 Manager 5 Palm 5 How to 113 116 lt 2005 gt JRP Solutions Ltd 128 Survey Wizard version 3 0 ID Numbers 22 Block 22 Diagram 25 Genus 22 24 Genus ID Number Examples 25 Project 22 Survey Wizard 22 SW ID Number Examples 24 Images 58 Import 22 25 28 32 CSV Files 28 SW Files 30 Data 35 Excel Files 28 Genus 24 32 33 35 GPS tracklogs 105 ID Numbers 24 Maps 33 Module 32 33 35 Phoenix 45 TFM 45 Troubleshooting 33 36 Information Update 84 Installation Files 5 Network 4 Options 4 Palm 5 PocketPC 5 118 Survey Wizard 5 Type 4 Windows CE 5 118 Internet Connection 7 Introduction 2 INV 77 Inv Button 77 Inventory 77 Age 57 Button 77 Height 57 Label 92 e Label Add 62 Block 14 Delete 62 Formats 14 In
40. 9 Drivers 5 Fields 10 Files 5 Grid 10 Location 4 Microsoft Access 10 Name 9 New 9 Records 10 Select 4 Systems 28 Terms 10 Understanding 10 Dead Trees 58 Defaults 14 Delete Block 49 Confirmation 20 Data 20 Data off Handheld 86 Label 62 Layer 52 Plot 77 Project 47 Range 89 Standard 52 Stratum 52 Survey Wizard 7 Survey Wizard off your Palm 5 Survey Wizard off your Pocket PC 118 Deletion Confirmation 20 Demo Version 4 Desktop 124 Directory 4 11 16 District 50 Download 28 Draw 62 Block 65 Plots 65 Stratum 65 ee Ecology 52 Edit 62 Contacts 21 Plot 77 Reports 89 Stocking Standards 81 Stratum 52 Error 93 Messages 124 ESRI 15 Evaluation Mode 4 7 Examiner 55 O 2005 JRP Solutions Ltd Index 127 Examples 24 Excel 28 29 58 89 Export 55 Pivot Table 110 Reports 89 93 107 109 110 Executable File 5 Export 22 28 32 55 SW Files 30 Data 42 97 Excel Files 28 Genus 24 32 39 42 97 ID Numbers 24 Module 32 39 42 Phoenix 45 Plotsto GPS 105 TFM 45 Troubleshooting 39 F Failed Reports 89 Features 2 Field 10 Field Compilation 81 Field Finish Date 53 Field Start Date 53 File 28 30 Backup 11 Close 11 Location 5 Management 11 Open 11 Save 11 Technical Support 11 Types 5 Forest Management Database Systems 28 Format 29 Free Growing 57 FTGht 52 Functions 19 Funding source 50 G General Setup 13 Genus 25 28 Data 35 42 97 Examples 2
41. Import type Import type Project File format details E col y data Import from e fields Results C Survey Wizard export file Genus via connection to Genus database Cancel 3 Select the Project you wish to import into or create a New Project name 4 Choose the File Format that you are using in Excel either one row per standard or one row per stratum If selecting one row per stratum also choose whether standards will be in a list or in columns Choose whether the Ecology information is provided in separate columns or in a merged column Browse to the desired file and select Start Match up the columns in the CSV file with the fields that Survey Wizard is looking for if not found nO O 2005 JRP Solutions Ltd Importing and Exporting 29 automatically You can also use the CSV file data tab as reference SW will remember your settings and field mapping to aid in future imports IMPORTANT NOTE If you are starting a database by importing a CSV file and require multiple people to have access to the file it is important that ONE person import the CSV file and then export a SW file to distribute to the others This will ensure all users are able to sync with each other To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI IMPORTIN IMPORTIN SWE To export data 1 Any screen that has the Excel ico
42. Postal Code ee E IR Telephone Fax H E Mail Comments Y Save Y Save close x Cancel The Contact Type list can be altered in the appropriate Code Table Understanding Data Transfer Unique ID numbers are used for the data transfer process between Survey Wizard applications SW files syncing and from Genus to Survey Wizard These numbers are associated with a block stratum etc and allow us to ensure clean data transfer These numbers work behind the scenes to ensure data integrity and are used to check for existing data to allow for data transfer between different users and applications The ID numbers are compared on the sending and receiving ends to determine if data should be updated edited replaced or bypassed ID numbers on receiving end match sending end or inserted no matching ID numbers on receiving end Survey Wizard ID Numbers When do Survey Wizard ID numbers get created 1 When data is created in Survey Wizard by hand either desktop or handheld O 2005 JRP Solutions Ltd Getting Started 23 2 When data is imported from a CSV file 3 When data is imported from Genus the first time Survey Wizard will check Genus ID numbers first and not import it if already there Which items and associated data are assigned Survey Wizard ID numbers Almost all combinations of items are assigned a unique ID number i e Project Block Stratum Plot all info
43. Silviculture Label Median Ht cm Median height cm Linked to code table to calculate countable ht Countable Countable height calculated according to the Reference number for what was O 2005 JRP Solutions Ltd 56 Survey Wizard version 3 0 Field Definiion Data used for Code Table cm used to count Countable stems Basal Area Swp Number of IN trees in the basal area sweep Stratum basal area calculation multi layer surveys Modal DBH cm Modal diameter multi layer surveys Stratum modal DBH calculation Total Stems Total stems from handheld TS entry on Plot Stratum Inventory Label Screen GU tallest tree cm Green Up tallest tree cm Stratum green up height IGU trees Green Up trees tallied Stratum greened up stems mier DN location Map Link atii iaa location prc ES Status of the plot from Program Setup Map Plot Symbols map Description______ Description__________________ Reference________ Partial Plot Indicates plots where only the WSS FG WSS FG stems plantable spots stems plantable spots and basal swp are basal area calculations for reports used in calculations and exports Re stratifying Plots To move a plot and all of its related information from one stratum to another 1 Left click on the plot to move 2 Holding down the left mouse button drag the plot to the new stratum on the Openings Tree left portion of the screen 3 Con
44. Solutions Ltd 122 Survey Wizard version 3 0 15 Appendix G Using Palm Handhelds with Windows Vista Synchronizing Palm OS devices with Windows Vista has proved to be a challenge therefore we recommend you use Palm devices with Windows XP or Windows CE or Mobile devices with Vista If you still wish to try Palms with Vista please use the following directions for best results support may be limited l 2 DU 10 11 12 If you have Palm Desktop 6 2 on your PC and Survey Wizard already installed on your Palm skip to step 11 If you have any existing Palm Desktop software pre version 6 2 on your PC please uninstall or delete it first your install may not work until you do this If you have Survey Wizard on your Palm s please delete the program s first before reinstalling Ensure all your data has been downloaded before deleting Go to www Palm com and choose Support Downloads More Downloads on the r h side Palm Desktop amp Hotsync Manager Windows FAQ Windows Vista information Check to ensure that your Palm device is supported in the list You want to download and install Palm Desktop by ACCESS 6 2 or latest Download and install the latest Survey Wizard desktop and Palm OS software from www jrpltd com support htmlztupdates Run Hotsync Manager in Administrator mode by right clicking the icon and choosing Properties Compatibility Privilege Level Run this
45. Sub Var Go jm fr S series 4 01 100 HA ERRE Stratum Details Fields are summarized below Field Definition O O Slope Average slope of stratum Names or initials of survey team members Method of determining site index O 2005 JRP Solutions Ltd Openings Screen 55 4 3 4 Field Definition Site Index User calculated site index by species for the stratum Ecology BGCZ Biogeoclimatic zone Ecology Sub Biogeoclimatic subzone Ecology Var Biogeoclimatic variant S Series Biogeoclimatic site series and percent Note Site index can be entered for different species the number that appears in the Inventory and Silviculture labels will be the site index of the leading species for that particular label can sometimes be different species Plots Tab Plots downloaded from the handheld are displayed in this screen Although not recommended plots can be entered directly into this screen on the PC Silviculture plot data tabs on the bottom half of the Plots tab includes Regen silviculture Pest Brush and Comments The information displayed on these tabs corresponds to the highlighted plot in the top portion of the screen Stratum Stratum details D Plots a Photos Map Er Reports Add Del X Z Copy to map Bearing Dist from Countable Plantable Prepareable
46. Wizard information will be updated in the same activity A second copy of the stratum WILL NOT be inserted e The activity in Genus to which the Survey Wizard information has been exported will be updated as done with the completed date entered O 2005 JRP Solutions Ltd Importing and Exporting 41 e NOTHING in the stocking status window will be updated changed touched during the export All information can be updated by simply putting your mouse over the stratum name to copy and DRAGGING it to the stocking status window It can be manually linked as usual from there e If you add a standard unit in Survey Wizard the survey information will be brought into Genus but none of the standards ecology will be transferred e NOTHING in the Ecology Information or Silviculture Prescription is update changed touched during the export The only area where information is entered is in the silviculture activity from which the survey was imported e f you get an error message when trying to export from Survey Wizard to Genus ensure you don t have the silviculture window open for any of the blocks that are being imported e For multi layer surveys when multi layer standards are present a Silviculture Layer and Inventory Layer will be added for each Survey Layer L1 L2 L3 L4 e If the survey that was done was a free growing survey the free growing checkbox on the Stratum Tab must be checked to carry over the free gro
47. a file called PalmDump CSV This may be requested by JRP Technical Support from time to time The only way to recover this data is to contact JRP and send to them 2005 JRP Solutions Ltd Reports 89 8 1 Reports There are several survey reports available for use in Survey Wizard which are accessed in the Openings Screen by selecting the Report tab Available Reports include Survey Openings Survey Compilations single and multi storey Opening and Stratum Summaries single and multi storey Plot data reports Map Labels Stratum Photos Stratum Statistical reports All the reports available in Survey Wizard are output into Microsoft Excel offering the option of customizing all of them according to individual preferences Report Management Reports must have a valid prefix in order to show in the correct location in the Report Screen e The All Projects section will include any reports prefixed with BK_ The Current Block section will include any reports prefixed with ML_ ST P2 SST SS and OP The Current Stratum section will include any reports prefixed with PD BK refers to Block List ML refers to Map Label ST_ refers to Stratum Summary P2 refers to Block Plot Details SST refers to Single Story Stratum Summary SS_ refers to Stratum Statistics OP refers to Block Summary PD refers to Stratum Plot Details Only certain reports are
48. a listing of all plots completed for that project and can be sorted by clicking on the desired column header The Map tab shows a map of the entire project area with all mapped blocks showing The Reports tab shows all the Project related reports 4 2 Blocks Blocks identify the specific area to be surveyed When highlighted on the tree the right side of the screen will have three tabs Block Map and Reports 4 2 1 Adding Deleting and Moving Blocks To add a new block e Inthe Openings Screen click on the desired project then on the New button a and select New block New project Cancel OR e Right click on the desired project in the Openings Tree and select New block To delete a block 2005 JRP Solutions Ltd 50 Survey Wizard version 3 0 e Inthe Openings Screen click on the desired block for deletion then click on the Delete button X and select Delete block OR e Right click on the desired block for deletion in the Openings Tree and select Delete block Note Deleting a block will delete all stratum and plot information associated with that block To move a block to another project Blocks can be moved between projects by simply clicking on and dragging the block into the desired project within the Openings Tree If the tree is too large to allow this maneuver blocks can also be moved by right clicking on a block in the Openings Tree and selecting Move to the ap
49. am Files SW GenusExports There will be six files in all Go to the file location and move these 6 files to a new folder in a location that you will remember If you do not move the files the next export will overwrite the first 9 In Genus use these files to import your data must be imported in the same order as the template requires 2005 JRP Solutions Ltd 42 Survey Wizard version 3 0 10 To see what data is exported to Genus please see Appendix A 11 Clean up any planned activities in Genus When a survey activity is imported into Genus a new activity is created If there was a survey planned associated with the completed survey it will need to be deleted manually IF YOU IMPORT THE SAME BLOCK TWICE TWO ACTIVITIES WILL BE CREATED It is recommended that you follow a system for importing to Genus so that you avoid this i e only do one export at the end of the survey season or move blocks into an Export Completed Project in Survey Wizard once they are exported Note The Genus import tool must be used to bring in data via a file on the Genus end a To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI EXPGFILE EXPGEFILE SWE 3 4 2 1 Exported Data The following is the information that is inserted updated during the direct connection export from Survey Wizard to Genus Update Grouping SW Items in Group Actions Genus Location Ta
50. are Target Min P Min P A Max MITD m 300 400 500 10000 2 gt A x Pref 150 2 Cw Pref 350 150 H Fdc Accept 200 150 x Hm Accept 125 150 y Stocking Comments Recomen Sis IMM AF Data for export Inv MOF status Inv MOF type IMM ART Export FG s Silv MOF status Silv MOF type w ExportwS H s IMM ART Key Notes e Plot area must be filled in for any of the statistics to work e Only species identified as preferred or acceptable in the standards will be used in the statistics e Basal area factor must be filled in for the basal area to be calculated for multi layer surveys e Priority comes from the Codes Screen e Stocking status must be entered it is not automatically determined by Survey Wizard 4 3 3 Stratum Details Tab Stratum details include site information for each stratum and are reported in the Stratum Details tab This information is useful for reporting purposes 2005 JRP Solutions Ltd 54 Survey Wizard version 3 0 Stratum Stratum details GD Plots 80 Photos Map CE Reports Low elev m High elev m Slope Il Aspect 20 300 25 sw Soil Depth cm Texture EFC 200 SiL 20 Reserve Type Objective Cover Pattern B B Field start date Field finish date Person Days 31710 2006 03 11 2006 0 Surveyors History R N GN RL Logged 2001 Planted 2002 Site Index Ecology BGCZ
51. atum Be E Restore default colors LEN OS This screen allows users to specify the colors and textures used for the strata in the map window Your top ten colors patterns can be identified and will be used in that order for coloring the strata in your map window Click on the Change button to adjust the color 2005 JRP Solutions Ltd 18 Survey Wizard version 3 0 2 7 1 8 Map Plot Symbols Program setup Default data Labels Mapping status Map folder Map colors Map plot symbols Wi Automatic backup You can assign status labels to these plot symbols The labels that you choose will be used in the Status pull down list on the Plots Screen The corresponding plot symbols will show on the map once you place your plots spatially O 2005 JRP Solutions Ltd Getting Started 19 2 7 1 9 Automatic Backup 2 7 2 Program setup BR General setu Automatic backup These values apply only to this database Mapping status M ap foli E d BEE No automatic backup Map plot symbols Automatic backup interval days Automatic backuj lt Back o Cancel This screen allows you to set up an automatic backup of the database Survey Wizard will backup the database at the specified interval when the database is open To restore from a backup see the section on File Management Navigation Navigation in Survey Wizard e Moving from scree
52. available depending if you have a project block or stratum selected on the Openings Tree For most users the stratum and block summary reports will cover off most reporting requirements Printing Excel Reports Once the data is displayed in Excel the printing functionality is handled by Microsoft Excel and is saved edited and printed as any other Excel worksheet Customizing Reports Survey Wizard has a reporting feature allowing users to customize reports in excel using templates saved in the Survey Wizard directory Customizing Excel Report Templates 1 Inthe Reports Screen select the report you wish to edit from the list and select the Clone button from the Reporting toolbar O 2005 JRP Solutions Ltd 90 Survey Wizard version 3 0 Photos Map Reports o Refresh Stratum Stratum details Plots Clone Survey openings Al projects Current block Map labels Current block Multi story Current block Plot card Current block Plot details Current block EX Single story Current block Single story new report Current block Stats free to grow Current block Stats well spaced Current block Summary Current block BE Survey summary Current block Current stratum Plots Current stratum Plots portrait Current stratum Plots plot map Current stratum S Stratum photos Current stratum T Stratum comments Current stratum File C Program Files S W ST_Single Stor
53. ave button from the Plot Details Screen and the plot will be saved and displayed on the Plots Screen 7 2 4 1 1 Single Layer Plots Recording a single layer plot on the handheld e For single layer surveys leave the layer equal to 1 as defaulted Enter information as described in Plot Details section 7 2 4 1 2 Multi Layer Plots Recording a multi layer plot on the handheld e Create a new plot through the Plots Screen e From the Plot Details Screen select the desired layer to record your data e Enter the plot silviculture brush pest and greenup data for that layer in that plot as described in the Plot Details section e From the same Plot Details Screen select the next layer and record data for that layer Note Survey Wizard saves your data for each layer as individual plots automatically which are 2005 JRP Solutions Ltd Survey Wizard on the Handheld 81 displayed on the Plots Screen Note When compiling multi layer surveys examiner for all layers of one plot must be the same for it to be compiled as the same plot If the examiner is different Survey Wizard will recognize layers as different plots 7 2 5 Statistics Viewing Statistics on the Handheld 1 With the desired stratum highlighted select the Layer button from the Stratum Screen 2 Select the View button for the desired layer Layers which have plot data saved even if blank are flagged with an 2005
54. ble forest silviculture_activi Surveyed Area Done Update Silviculture Activity gt Area ty Silviculture Activity Status Update Silviculture Activity gt Status Done Done Po Survey Start Date Update Silviculture Activity gt Start Date Survey Completion Date Update Silviculture Activity gt Completion Date Responsibility Code Project Update Silviculture Activity gt node gt data for export Responsibility Funding Source Block node Update Silviculture Activity gt Funding Source forest silviculture strat Stratum Name Insert Upd Silviculture Activity Survey um ate Units Survey Strata history Stratum Area Insert Upd Silviculture Activity Survey ate Units Survey Strata Plots Insert Upd Silviculture Activity Survey ate Units Survey Strata forest silviculture stock Stratum Layer Inventory Insert Upd Silviculture Activity Survey stat Layer for all survey layers ate Units gt history Inventory Inventory Layer added for each survey layer i e 1 2 3 4 Project Year Insert Upd Silviculture Activity gt Survey ate Units gt Reference Year Inv MoF Status Insert Upd Silviculture Activity gt Survey ate Units gt Stocking Status 2005 JRP Solutions Ltd Importing and Exporting 43 Inv MoF Type Insert Upd Silviculture Activity gt Survey ate Units gt Stocking Type Total conifer density Insert Upd Silviculture Activity gt Surve
55. ble for export are those that are marked as Done in Survey Wizard that were imported from Genus initially these blocks will have the appropriate Genus ID s from the import 5 You will be brought to the Results Screen Click Finish when it has completed 6 To see what data is exported to Genus please refer to the Exported Data section To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI EXPGENUS EXPGENUS SWE Notes about the export e The information from Survey Wizard will be inserted back into the activity that it was downloaded from this is identified on the export by the Activity sequence e The stratums surveyed in Survey Wizard are either Updated or Inserted back into the activity The stratum is searched for by name If a matching stratum name is found the information will be updated from Survey Wizard If a matching stratum name is not found the information will be inserted from Survey Wizard Example If the planned activity had a planned stratum 1 and the survey from Survey Wizard had a stratum 1 the stratum 1 information in the Genus activity would be updated If the planned activity had a planned stratum A and the survey from Survey Wizard had a stratum 1 the stratum 1 would be inserted while stratum A would remain to be manually deleted e f you export Survey Wizard Information into Genus and then export the same block again the Survey
56. blocks and then just export this as a SW file Note Maps and photos are not included in the export process These need to be sent separately 7 4 To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI EXCHNGSW EXCHNGSW SWE Exchanging Data with Handheld Devices Survey Wizard Palm is designed to be run on Palm OS or Pocket PC handheld computers for field collection survey information This program requires the installation of a conduit program on the Survey Wizard PC The conduit is controlled and run by the sync program See Installation of Survey Wizard on the Handheld Beaming Data from the Handheld and Syncing with the PC for more details on installing and data exchange from Handheld to PC and Handheld to Handheld Note Synchronizing Palm OS devices with Windows Vista has proved to be a challenge therefore we recommend you use Palm devices with Windows XP or Windows CE or Mobile devices with Vista If you still wish to try Palms with Vista please use the directions in Appendix G for best results Support for this configuration may be limited Exchanging Data with Genus Data can be imported and exported to and from Genus or other systems by purchasing the specific Genus Link Feature for Survey Wizard For more information on this process and for specifics on which fields are transferred please refer to 2005 JRP Solutions Ltd Importing and Expo
57. cord Silv Species i e Ba Silv Replace Silviculture Activity gt Survey Units gt Species Silv Species WS Silv Replace Silviculture Activity gt Survey Label uses FG if Stratum Units gt Species Pct is marked as FG Silv Species Age by Spp Replace Silviculture Activity gt Survey Units gt Species Age Silv Species Height by Spp Replace Silviculture Activity gt Survey Units gt Species Hot m 2005 JRP Solutions Ltd Importing and Exporting 45 forest species compos Stratum layer Inventory Replace Silviculture Activity gt Survey ition Units gt Inventory Layer species record history Inventory Inv Species i e Ba all Replace Silviculture Activity gt Survey species TS Units gt Species Inv Species rounded to Replace Silviculture Activity gt Survey nearest 10 Units gt Species Pct Inv Species Age by Spp Replace Silviculture Activity gt Survey Units gt Species Age Inv Species Height by Spp Replace Silviculture Activity Survey Units gt Species Hot m forest silviculture pest New pest code Silv Maintenance Table Pest Tab 3 5 Exchanging Data with Phoenix Data can be exported to Phoenix by purchasing the specific Export Module for Survey Wizard When this feature is activated it will allow users the option to produce a MS Excel file specifically formatted for import into Phoenix Information from Phoenix Pro can be do
58. ct Note If you right click and you don t get the option of New Project click on the Openings tab at the top of the tree and re try To delete a project e Click on the desired project for deletion then click on the Delete button X and select Delete project OR e Right click on the desired project for deletion in the Openings Tree and select Delete Project Note Deleting a project will also delete all blocks and strata within that project Project Details Project details are edited to the right of the Openings Tree on the Project tab Project Plots Map Reports Year Survey type Project Region Contractor Supervisor Licensee Joe v D Big Mil Total misc costs Project ID som IT Data for export Division ID Activity name E TE Base code Technique code Method code Objective Responsibility code a Project Fields are summarized below 2005 JRP Solutions Ltd Openings Screen 49 Field DataSource O O O Codes Screen or type in box User defined Contacts Screen upervisor User defined Codes Screen or type in box Total Misc Costs User defined see Cost Tracking j System generated for data exchange to other systems Responsibility code The only field that must be filled out is the Project All of the other fields are optional and are available at the users discretion The Plots tab shows
59. cted 203 7 203 7 Y Plots Total Stems Ttl Stems 100 6 Species Composition History 1 row per species layer GENUS FIELD SW SW FIELD DETAILS OLD NEW SCREE EXPORT N FORMAT FORMAT INTERIOR EXPORT FORMAT RPT REF FOR CALC FIELDS SS Single Story New lt lt DOA gt UZIDZ Division_id Division ID o oa s d s 5 O 2005 JRP Solutions Ltd Appendix A Data Export to Genus via a file 103 Licence id Block res Field Finish Date etalls remesa Taass veo ef wel s vs a TI ae Free voros Tal a var pop T eat mos oues pere gt Eau vare eram sram IT ma uae oes fie E DeL ps est et T la lo ba e d NN 7 Y SS D29 F35 MS G83 G94 Al N ss 129 135 MS G65 K65 Post Harvest Regen Met Free Growing Greened Up indicators N SS H29 100 H35 100 MS G64 100 K64 100 o e plots o Inventory Layer Rank Age Plant Reserve Type Obj Greened Up Germinants Basal Area Tree Cvr Ptrn ReEntry Yr Plantable Spots Prep Duff Non Prod Prep Slash Prep Brush Site Class e Silviculture Layer Age Plant Site Class RCD HDR Vigour 10 203 Age Plots gt Age Avg age 210 4 Regen Inv Age Height Plots gt Ht cm Avg m 214 Regen Inv Height cm Note Data not updated in Genus includes e Current Block Status Percent Plots gt WS 7 203 7 203 Regen ttl Silv FG 96 of FG ttl
60. d on the handheld if you wish to keep or remove data from applications related to StyleTap You should choose to keep the data in most cases as it will preserve your Survey Wizard data 2005 JRP Solutions Ltd 120 Survey Wizard version 3 0 Add Remove Programs Select a program s check box if you want to install it on your mobile device or clear the check box if you want to remove the program from your device Note If a program that you installed is not listed the program was not designed to be used on your mobile device JAP Solutions Ltd SNAP des OOK E Microsoft Remote Display Control OOK E Microsoft Voice Command US PPC 1 OOK B E My Company cw OOK BP StyleT ap Platform 17383K vw m Program description K S S S amp Space required for selected programs OOK Space available on device 8 339 4 K Jv Install program into the default installation folder Remove from both locations To remove the selected program from both A your device and this computer click Remove _ F amp MOVE Cancel Help Delete Survey Wizard from Pocket PC If you need to uninstall Survey Wizard from your handheld in preparation for installing a new version open the StyleTap Launcher activate the StyleTap menu button from the bottom of the screen select Application Tools and delete the application Be sure to sync first xK Tools X Ef A 7 O 2005 JRP
61. e identifiers assigned to blocks projects strata etc For example if 2 handhelds had block 1111 synced from a database this block is identified by a unique background number Therefore if Person A changes the block name to 1222 and then beams back his her data to Person B who still has the block identified as 1111 Survey Wizard will recognize it as the same block because both would have the same unique background identifier Because this block would be recognized as being present the information i e block name would not be updated to 1222 or inserted as another block Syncing with the PC Will be inserted only if it is not present on the receiving handheld Will not update receiving handheld if already present Data Exchange via Sync The data synchronized between your handheld and the desktop PC is determined by the openings selected during the sync process For Palms the hotsync will happen automatically when the Palm is connected to the PC For Pocket PCs you need to select the Synchronize with Pocket PC button J on the Survey Wizard menu Handheld to PC e All plot information stratum comments and recommendations are transferred to the PC every time you sync e When stratum comments and recommendations are transferred to the PC they are removed from 2005 JRP Solutions Ltd Survey Wizard on the Handheld 85 the handheld Any comments or recommendations added after this will be appended to
62. e lowest number specific to the area they are surveying in order to save toggling time in the field O 2005 JRP Solutions Ltd Getting Started i ee Openings Contacts Codes Beo0 8x W File Edit Screens Utilities Help Oo dtu B 21 Code T able BGC subzone Code Descipion SortOrder Conifer EEN ERE Amabiis Fi 3 Yes Brush species Bg Grand Fir 11 Yes ake diag Cw Western Redcedar 2 Yes ost codes Countable heights Dr Hed Alder oe CP Number Fd Douglas Fir 20 Yes Districts Fde Coastal Douglas Fir 1 Yes Error types Fdi Interior Douglas Fir 20 Yes Funding source Inventory MOF status Hm Mountain Hemlock 8 Yes Inventory MOF type Hw Western Hemlock 6 Yes Licencee Pl Lodgepole Pine 20 Yes ii Ple Coastal Lodgepole Pi 7Y Pest species c Coastal Lodgepole Pine es Priority levels Pli Interior Lodgepole Pine 20 Yes cagon bieci Sb Black Spruce 20 Yes eserve objective Reserve type Ss Sitka Spruce 4 Yes Silviculture MOF status Sx Spruce cross 20 Yes Silviculture MOF type Yc Yellow Cedar 5 Yes Stocking status Yw Western Yew 9 Yes Stratum comments Stratum recommendation Tenure Timber mark Tree cover pattern Note Editing codes will not affect data already entered in other screens but will change the pull downs lists for future data entry Codes are the way Survey Wizard standardizes data for querying and reporting To delete an existing code use the Dele
63. ed on your Palm go to step 4 Otherwise delete Survey Wizard off your Palm a Hotsync your Palm as usual so that any plots on your Palm are now in Survey Wizard on your PC b Check your desktop to ensure all plots were brought across from the Palm c Delete the Survey Wizard application from your Palm i From the Home Screen on your Palm select the Menu button below the Home or Applications button ii Select Delete from the menu and then select Survey Wizard from the list to delete 4 Download the latest installer for Survey Wizard Palm a Goto http plantwizard com scripts swupgrade asp b Run the installer on the machine you have connected to your Palm handheld device c Hotsync your Palm device d Now the Survey Wizard icon will appear as an application on the Palm it will not have any data yet e Hotsync your Palm device once more f This time it will ask for a Survey Wizard database to hotsync with g Select the database you would like on the Palm h Select the openings that you wish to synchronize with the handheld Note Synchronizing Palm OS devices with Windows Vista has proved to be a challenge therefore we recommend you use Palm devices with Windows XP or Windows CE or Mobile devices with Vista If you still wish to try Palms with Vista please use the directions in Appendix G for best results Support for this configuration may be limited Note To upgrade your Palm follow steps 3 and 4 above I
64. een select the Plots button then the New button to access the Plot Details Screen O 2005 JRP Solutions Ltd 78 Survey Wizard version 3 0 e The Block label and Stratum are displayed at the top of the screen e For single layer surveys leave the layer equal to 1 as defaulted e Countable height is determined automatically based on your median height The calculations are based on the user defined code table Countable Heights on the desktop e Trees are tallied on the Silv Silviculture Screen e Br Brush Pest GU Greenup and Cmt Comments are entered by selecting the corresponding buttons Note By recording CC the plot is tagged as an inventory plot and will have a INV beside it on the Plots Screen To access the Silviculture Screen select the Silv button at the bottom of the Plot Details Screen 2005 JRP Solutions Ltd Survey Wizard on the Handheld 79 e The species list is pre loaded with preferred species at the top followed by acceptable and then others Other species are ordered by the sort order specified on the desktop code table e Preferred and acceptable species may be edited on the handheld by going to the Layer Screen gt View button gt Std Standards button e TS is used to develop the inventory label total stems and species composition Survey Wizard allows for 2 methods of collecting data for a total stem and conifer count
65. eport FORMAT INTERIOR EXPORT FORMAT Mi Lgt Pos h 5 is oi 5 gt 5 as a ssp v Y pasas emos oae Frese mema ai v5 vai vo vas vo _v eee Prise one e s e s 105 vo v sratim nane E srm mi 6 of 6 ms vo _v Single S 186 2 186 2 186 2 Y Multi 1S 2 S 3S 4S Stock_age Plots gt Age Calc avg 188 2 188 2 188 2 N Regen MS G49 K4 9 ec oan aaa O 2005 JRP Solutions Ltd Appendix A Data Export to Genus via a file 101 MS G48 100 Free growing den Plots gt FG Calc avg 1 sity Regen ha pref amp acc spp Free_grow_density Plots gt FG Calc avg 1 _pref Regen ha pref Spp Free grow d den Plots gt FG Calc LCL d sity Regen K48 100 SS F23 o al n o n G42 K4 o o SS G23 G43 K4 3 o ae o SS 123 N d o n G45 K4 SS B23 G37 K3 0 0 0 Well_spaced_dens Plots gt Calc avg 10 ity Regen ha pref amp acc Spp Well spaced dens Plots gt Calc avg 10 ity pref Regen ha pref Spp 0 7 7 7 o o SS C23 S S G38 K3 8 S za o SS E23 m d o n G40 K4 Well_spaced_lcl_d Plots gt Calc LCL 1 ensity Regen Leader Plots gt LeaderHt Calc avg 10 Regen 7 Mere o REG RE ROERSCH KSC oan evo 7 aro ROERSCH KSE o eon 7
66. excel report by clicking on the Excel button in the lower toolbar and selecting the Stratum Photos report O 2005 JRP Solutions Ltd Openings Screen 59 Stratum Stratum details Plots Photos Map Reports Photo 1 Photo 2 Photo 3 Photo 4 Photo file name C Program Files S W Pictures sample1 JPG Photo title comment Sample Photo 1 Note When a backup file is made the path and filename of the attached photos is saved the photo is not actually included in the backed up database If the path and filename remain unchanged photos will still be accessible from the backup of the database 4 3 6 Map Tab The Map tabis where survey maps are created as appears as show below More detailed information about mapping is found in the Mapping section Stratum Stratum details Plots Photos Map Reports 0892 28 gt 0 xINlelBla Scale 1 10000 a V Label V Block O Survey Line EN Iw Plot amp NSR O FG e IM Le Iw Roads EN Planting M Drainage EN Iw Stratum A B IV Lakesrivers EB Iw Old Village Site 2 Smz UTM coordinates N 560969 E 1012169 lt 2005 gt JRP Solutions Ltd Mapping 61 5 Mapping Mapping features in Survey Wizard are available as an add on module and can be viewed from the Openings Screen in the Map tab The steps involved in mapping are NA Mapping Setup Familiarizing yourself wi
67. file to import Doing so will create data integrity problems Note It is recommended that you keep your data all in one location i e network file personal directory to ensure you are using the most up to date correct database Survey Wizard Setup Survey Wizard has several areas available for customizing functionality according to the user s needs These include program setup and adjusting screen views i e column sorting and rearranging Program Setup Survey Wizard has setup options for report locations screen display and mapping colors These options can be reviewed and customized according to your needs To edit the program settings select Utilities gt Program Setup from the main pull down menu 2 Program setup a A parade v Deletion confirmations Unregister Survey Wizard View activity log 2005 JRP Solutions Ltd Getting Started 2 7 1 1 General Setup Program setup a Welcome General setup Advanced setup Default data Mapping status Map folder Ma pc olors Province State Currently allows user to choose between British Columbia or Alberta Used to General setup These values apply only to this database Province state British Columbia Canada D customize Survey Wizard for different regions Show the Advanced Setup page Gives you access to the Advanced Setup Screen 2 7 1 2 Advanced Setup Program setup Default data Labels Mapping status Ma
68. firm the selection Copy Plots To copy plots to another stratum 1 Right click the source stratum in the tree select copy plots 2 Right click the destination stratum in the tree select paste plots Collapse Plots To convert multi layer plots into single layer plots adds the numbers together Backup your data as this action cannot be undone Ensure no handheld contains plots for this block Right click the stratum in the tree select Collapse plots layers Clean up duplicated species records PON gt Note Click on the Excel button above the plot listing to export plots to Excel See Heports section for additional plot reports Note Columns can be rearranged and sorted prior to exporting the page to Excel if desired Note To update a plot s status on the Map tab in the Map Window use the Copy to Map button Note Partial plots will not be taken into consideration when calculating values other than WSS FG plantable and BA 2005 JRP Solutions Ltd Openings Screen 57 4 3 4 1 Regen Data Fields and Definitions Regen Brush Pest Comments Add Del Dr 1 0 0 0 0 0 0 0 0 Hw 15 1 1 300 5 3 0 0 0 Cw 8 2 1 170 15 10 5 120 0 Fde 10 3 3 325 11 8 6 250 0 Regen fields are summarized below Field_____ Definition____ Datausedfor O O Z O standards Inventory label species calculated then rounded to nearest 10 ws Well Spaced Ste
69. gistered 7 Ifyou do not have an open connection to the Internet a dialog box will appear 8 To complete the unregistration registration process manually without an internet connection follow the resulting onscreen instructions Upgrading Survey Wizard Survey Wizard Upgrades are posted at www plantwizard com scripts swupgrade asp which can be accessed directly by selecting Utilities gt Upgrade from the menu in Survey Wizard Notes to read PRIOR to upgrading to ensure a smooth upgrade e Ensure ALL handhelds using a database have been synced to the PC prior to upgrading e Prior to upgrading the handheld the old version MUST be deleted off ALL handhelds to be upgraded see Installation of Survey Wizard on the Handheld Step 3 e Each handheld must be upgraded individually e Unless the Survey Wizard program is on a network each PC must be upgraded individually e lf you plan to upgrade your PC ensure you also upgrade to the latest handheld version of Survey Wizard at the same time only the latest version of each will be on the website e Ifyou plan to upgrade your handheld ensure you also upgrade to the latest PC version of Survey Wizard at the same time only the latest version of each will be on the website Upgrading your PC Follow steps 1 3 under Installation of Survey Wizard on the PC gt Follow these steps to install Survey Wizard on your PC Upgrading your Palm Follow steps 3 4 under Installation of S
70. gram Setup window b Inthe Openings Screen Stratum Plots tab you will see that any plots created in the map window will have associated UTM Coordinates If these plots have a status assigned to them the map will display it C Click on the Copy to Map button at the top of the Plot Screen to update the map coding for status Your final map will appear similar to the one below depending on your colors O 2005 JRP Solutions Ltd Mapping 67 Stratum Stratum details Plots Photos Map Reports e aarue xN a Bl A Scale 1 ME 2 V Label V Block O Survey Line V Plot Gi NSR O FG IMM MV Roads EN Planting Iw Drainage EN iv Stratum A O B O M Lakesrivers O v Old Village Site Oo Smz N UTM coordinates N 560059 E 1012335 3 Proceed to print out a Post Survey Map using the Map Label report me a To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI SWMAP SWMAP SWE 5 5 Printing a Map To print a map in Survey Wizard 1 Go to the mapping window 2 Select a block from the tree if the block is linked the program will zoom to the correct block 3 Click on the Print button 4 You will reach the following screen 2005 JRP Solutions Ltd 68 Survey Wizard version 3 0 Print Map Scale 1 5000 v Map report type Map labels Map size 8 0 x 10 4
71. have connected to your Pocket PC StyleTap is installed as part of the installation process however it is only a trial copy that will expire within 14 days You will need to register your licence by going to www StyleTap com Please ensure that you install Style Tap to your device and not to a memory card 7 Synchronize your handheld 8 The Survey Wizard icon will now appear as an application on the Pocket PC it will not have any data yet 9 Synchronize your handheld device once more 10 It will ask for a Survey Wizard database to sync with 11 Navigate to select and choose OK on the database you would like on the Pocket PC 12 A window will appear with all of the projects and blocks that are in the selected database Select which blocks and or projects you would like on the Pocket PC and choose Open 13 Survey Wizard will now load all of the project block and seedling data requested Qm ore o Note The Palm StyleTap version of Survey Wizard is the same as the genuine Palm application To re install Survey Wizard Palm StyleTap You can re install the Palm StyleTap application on the Pocket PC using Start All Programs Survey Wizard Re install Survey Wizard for StyleTap on Pocket PC as shown i fag Survey Wizard gt Pr Uninstall Survey Wizard All Programs aJ Forest OPS WW Re instal Survey Wizard for StyleTap on Pocket PC Helpful Hints O 2005 JRP Solutions Ltd
72. he Tools Protection Protect sheet menu command is applied to every worksheet in the workbook Pivot Tables Pivot tables allow you to organize and reorganize your data in order to summarize large amounts of information quickly You can rotate a table s rows and columns to see different summaries of the source data filter the data by displaying different pages or display the details of areas of interest A pivot table consists of the row area column area data area and page area To use these pivot table options place the option in the bottom left corner of a range where the option row and option column intersect All options include Pivot followed by a back slash Y and one of the following options 2005 JRP Solutions Ltd Appendix C Excel Report Options 111 Excel name for the pivot table Dst Destination cell in upper left corner of pivot table if omitted will place on a new sheet starting from the A1 cell DataToRows Allows placing data fields in the pivot table Row Area defaults to Column Area Shows grand totals for rows in pivot table ColumnGrand Shows grand totals for columns in pivot table NoPreserveFormatting Allows pivot table building without preserving the source range s formatting You need to place the Row option in the option cells for columns that you want the pivot table to use as fields in the Row Area listed horizontally across the top of the pivot table Add a Sum op
73. he block area select the Block Layer and the Select Tool then highlight the block and the area will be shown at the bottom of the Map Window 6 Click inside the block on the map window to link it you will be warned if the polygon is already linked to another block Where you click in the block is where the block label will appear 7 Click on the Stratum Layer 8 If you have Strata set up i e stratum map layer prior to import into Survey Wizard a Select the stratum in the tree on the left side of the screen that you would like to link b Click on the Link button and click inside the Stratum on the map window to link it Where you click in the block is where the Stratum label will appear If you do not already have Strata set up i e stratum map layer prior to import into Survey Wizard a Click on the Draw button and draw the stratum where you would like it to appear Note The centre of the polygon you are drawing must be within a block b If the stratum is already associated with another polygon you can either merge the new polygon with the original one or replace it 9 Repeat Step 8 if the block has multiple strata 2005 JRP Solutions Ltd 66 Survey Wizard version 3 0 Note To find out the stratum area select the Stratum Layer and the Select Tool then highlight the stratum and the area will be shown at the bottom of the Map Window 10 To create plots prior to surveying on
74. ically make the column width fit the cell s contents by placing ColsFit into the option cell of the appropriate column This function can also be applied to an entire range or sheet see Additional Options for more details Sorting You can sort any table by a column by adding the option Sort in the option cell of the column you want to sort by This example shows an option Sort in the option cell of the column Stratum If you wish to sort in 2005 JRP Solutions Ltd 108 Survey Wizard version 3 0 descending order add an option Desc to the option Sort and separate them with semicolon M 4 M Data Reference 3 Opening summary lt gt Sorting is performed left to right order to a maximum of three columns If you specify more than three columns to sort by the range will be sorted by the first three columns from the left Totals XL Report Builder allows you to total a column in a range Sum an estimate of the standard deviation of a population where the column is the sample StDevP the standard deviation of a population where the column is the entire population an estimate of the variance of a population where the column is the sample the variance of a population where the column is the entire population You can get only one total per column See the following example gt S Jj 3e S e A CN gt O S S S 2 S S N d y S gt 2 AN gt N
75. il Note Deleting ranges can cause a report to fail By editing the report template you can remove unwanted data from appearing in your final report When editing the template hide the sections of the report that you do not want to show up highlight rows columns to hide right click hide and save For more detailed information on customizing reports please refer to Appendix C Excel Reports Options Sa To view an online support video on this topic go to http www jrpltd com images videos PLANTWIZ CUSTRPTS REPORTS SWE This video shows customizing reports in Plant Wizard which is the same procedure as for Survey Wizard Silviculture and Inventory Labels Survey Wizard generates silviculture and inventory labels consistent with BC survey standards The following describes the components of each label Inventory Label The inventory label is intended to describe the characteristics of the entire stand including all species using the following format Fd6Lw3At1 9 8 1 9 1 8 26 E 12 2280 08 7 Species composition rounded to nearest 10 Average age of first two species in composition Average height of first two species in composition Site Index of the leading species in the stratum Site Index source Average crown closure from plots Stand density per hectare including all trees survey year O 2005 JRP Solutions Ltd Reports 93 e survey type code Sil
76. ilities gt Program Setup gt Map Folder Specify the directory created in Step 1 in the Path to Map Shape Files box you can navigate to it by clicking on the Folder button to the right of the box In the Map Colors tab specify the colors and texturing you wish to use for your Strata Click Save Go to the Openings Screen If at this point you don t have any of the 4 groups of files in Step 2 you will be asked to specify the UTM coordinates and map width Once entered Survey Wizard will create any missing files and you can start with your mapping IMPORTANT NOTE The Path to Map Shape Files is saved as an association to a specific database Within that file you can only have one Block group of files one Stratum group of files etc Multiple databases can use the same mapping file but a single database cannot use multiple mapping files Note If you have 2 databases using 2 different map folders upon opening each one specify the Path to Map Shape Files That path is saved along with the database file so the next time 2005 JRP Solutions Ltd 62 Survey Wizard version 3 0 5 2 5 3 you open either one the correct map data will come up Mapping Layers The mapping layers that are loaded for Survey Wizard show on the left side of the Survey Map Window Layers with a check mark in the box to the left of the layer name will be visible on the Map Screen those without a check mark wil
77. imported only one copy will be imported This is because the block is already in the Survey Wizard database If the block has already been imported into Survey Wizard under project A and you attempt to import the copy that is under project B the importer will recognize that the block already exists and a second copy won t be created Latitude Longitude must be entered in any of the following formats D degrees M minutes S seconds Survey Wizard ignores the seconds D M S S S UUVDUUOO SS lt lt lt The stratum s elevation range information is collected from the records in the Ecology_Unit table related to the standard unit The elevation range is selected from the largest ecology unit 3 The next screen will require the Genus database server information O 2005 JRP Solutions Ltd 34 Survey Wizard version 3 0 Import from Genus importer version 3 0 0 8 5 N otes Co n n e ct Connect Set up the connection to the Genus database SDE connect Genus setup information BC Timber Sales uses service name with login amp password Database server Other enter service name below Service name Oracle database driver Microsoft ODBC for Microsoft ODEC for Oracle y Oracle recommended Database user name Database password I Import spatial map data Note will overwrite existing map data in your Survey Wizard map folder lt Back see Cancel
78. irectory 4 Select Feature 62 Select Installation Type 4 Send Plots to Handheld 84 Settings 12 13 14 20 Setup 4 12 13 14 61 Shape Files 61 Share Information 28 Show Advanced Setup 13 Silv Screen 77 Silviculture Age 57 Height 57 Label 92 Screen 77 Single Field Data 89 2005 JRP Solutions Ltd 132 Survey Wizard version 3 0 Single Layer Plots 80 Single Layer Survey 77 80 Site 7 Index 53 Information 53 Source 53 Src 53 Slope 53 Software 2 Soil CFC 53 Depth 53 Texture 53 Sort Column 48 Sort Order 20 Species Percentage 57 Standard Data 20 Standards 81 State 13 Statistics 76 81 Stats 81 Status 18 20 Std 81 Stocking Standards 52 81 Stocking Status 53 Str Screen 76 Stratify 55 Stratum 47 Add 52 Clone 52 Colors 17 Comments 52 76 Copy 52 Delete 52 Details 51 53 76 Ecology 76 Edit 52 Fields 53 Handheld 76 ID Numbers 22 Label 14 New 52 Palm 76 Parameters 52 Paste 52 Photo Files 89 Plot Details Files 89 PocketPC 76 Recommendations 52 76 Screen 76 Statistics Files 89 Summary Files 89 Tab 51 52 Windows CE 76 StyleTap 5 8 CE 118 Supervisor 21 48 Support 124 Survey Compilations 89 Map 65 Status 47 Type 2 47 48 Year 47 Survey Wizard Desktop Version 124 ID Numbers 22 Installation 5 Setup 12 Site 7 Surveyor 73 SWDBmail zip 11 SWinstall exe 4 Symbols 18 Sync 28 32 75 84 PocketPC 118 System 4 SE Technical Support 124 File 11 Tenure 50 TFM
79. is upgraded as a precautionary measure the 2005 JRP Solutions Ltd 12 Survey Wizard version 3 0 2 7 2 7 1 file as it was just prior to upgrading is backed up To view when the last backup was performed go to Utilities gt View activity log from the menu To restore data from a backup file go to the backup file location using Windows Explorer right click on the filename and open it You will see a number of files with the same database name but different date and time stamps Choose the most appropriate one and extract it You will be required to specify a location for the file Within Survey Wizard you can then open this database file Creating a technical support file To prepare a database for sending to JRP select Create technical support file from the File menu When prompted to add system info to the file DLL Versions etc choose Not this time unless otherwise instructed by the support staff The resulting file will be called TechnicalSupportFile zip saved in your SW directory and will be added as an attachment to an outgoing email to support jrpltd com JRP will be able to use this file to determine most causes of trouble using Survey Wizard Sharing databases with other users To share data with other Survey Wizard users you must use the import and export options D Y trom any screen to get a SW file DO NOT send other users your database MDB file and DO NOT send them a CSV
80. ith from the items presented and click OK block or stratum will be linked with whatever is selected in the tree to the left of the map window Note Where you click in the Map Screen is the location where the label will be placed i e O 2005 JRP Solutions Ltd 64 Survey Wizard version 3 0 when linking Block or Stratum Note To automatically label Block or Stratum polygons use the Link button Select Once you have selected a layer click on this button to select a feature Once a feature is selected you can either press the Delete button above the map window or press delete on your keyboard You will be asked to confirm your deletion If you would like to select several features at a time hold the CTRL button down on your keyboard while selecting the features or use the Rectangle Select button Rectangle Select Once you have selected a layer left click and hold to draw a rectangle around the features you would like to select When you release all the items from the layer you are on that are within the box will be selected Once a feature is selected you can either press the Delete button above the map window or press delete on your keyboard You will be asked to confirm your deletion Note If you select a group of plots to delete the plots will be removed from the map but none of the plot information will be removed from the Plot Screen To make the plots reappear on the Map go t
81. ition________ Data Used for Br Spp Brush Species Species set in Code Reference Tables GE Cover of selected brush species Stratum percent cover averaged over number of plots Ht cm Brush height cm Stratum brush height averaged over number of samples Pest Data Fields and Definitions Regen Brush Pest Comments Add Del PestSpp Live Trees Affected Dead Trees Affected MME 3 1 Pest fields are summarized below Fed Definition 1 DataUsedfor Pest Spp Ge Species Species set in Code Tables Live Trees Affected k umber of live trees affected Stratum pest calculations Dead Trees Number of dead trees affected Affected Note To ensure the host species is correctly calculated the pest code must have a host species identified in the Codes Screen Comments Tab This field is for the comments associated with the plot These comments will be printed out on some of the plot reports but not on any of the summary reports only stratum comments and recommendations on summary reports Photos Tab Up to ten photos can be saved for each stratum for reporting To attach images to the stratum select the Select button and navigate your way to the desired photo location Images will be accepted in the following formats e GIF e JPG e JPEG e BMP Once these images are selected they become saved as a file link within the database The photos and comments can be exported into an
82. itional Plots 81 Affected 58 Aspect 53 Automatic Backup 19 B Backup 4 11 19 83 Restore 12 Basal Area Factor 52 Basal Area Swp 55 Beam 73 75 83 Bearing From Last 55 Blk Screen 75 Block 47 49 Add 49 Delete 49 Details 50 75 Fields 50 ID Numbers 22 Label 14 Move 49 Name 75 New 49 Plot Details Files 89 Position 67 Screen 75 Brush 55 80 Cover 57 Data Fields 57 Fields 57 Height 57 Screen 77 Species 57 Button 62 C Canned Comments 52 58 77 CC 55 Changing Standards 81 Choose Program Location 4 Clone Stratum 52 Cmt 77 Code 55 Description 20 Screen 20 Table 20 Troubleshooting 116 Color Setup 17 Column Header 29 Location 12 20 Sort 12 20 Width 20 Comma separated value 28 Comments 55 77 Canned 58 77 Plot 58 Tab 58 Comparison 81 Compatible 8 2005 JRP Solutions Ltd 126 Survey Wizard version 3 0 Conduit 32 84 Configure Machine 4 Conifer 20 Cont Spacing 53 Contacts Customers 21 Edit 21 Screen 21 Supervisors 21 Type 21 Vendors 21 Contractor 48 Copy Stratum 52 Copy to Map Button 55 Costs 48 50 71 Countable Height 20 77 Stems 55 CP 50 75 Create 62 Database 9 Map 65 Critical Data Fields 29 Custom Labels 14 Reports 89 Customers 21 Customize 12 14 D Data Entry 77 Efficiency 73 Data Exchange 28 32 84 97 105 Data Grids 20 Data Ranges 89 Data Transfer 22 25 83 84 Database 73 Creating 9 Default
83. l be hidden from view Iw Drainage AN jw Label iv Plot Max Plot lt Max Plot F om iw Roads v Stratum 1 2 3 iv Block B LU v Lakesrivers Additional layers can be added using the New Layer Feature or by adding additional files as directed in the Mapping Setup section Layer Type Features available when layer is selected left click to select Drainage Line All except plot grid and link Label___ Poit Pot Point JA a O Roads Une Allexceptplotgrid link and rectangle select Stratum Polygon Ja except plot grid Block Polygon LakesRivers Polygon AIl except plot grid link and rectangle select Mapping Features The following are the mapping features that are available and how they are used not all buttons are available for all layers tools are listed as they appear from the top row left to right to the bottom row left to right Stratum Stratum details Plots Photos Map Reports ORQA TYR XON S es amp Scale 1 ER zl a 2005 JRP Solutions Ltd Mapping 63 Show Full Extent Zooms map out to the full extent Zoom In Zooms in to an specified area To specify an area using your mouse left click and hold while moving your mouse to select the area you would like to zoom to When you let go of the left button the map window will zoom to the area specified Zoom Out Zooms out by a specified amount each time C
84. lease clone the report you are working on first then edit the clone This leaves the original version intact 11 4 Ranges Ranges allow reports to grow depending on the number of records there are to represent Each row of data represents the data of one record with new rows being inserted as needed when the report is run All data and ranges below a range are move downward to accommodate the rows needed when the report is run In the following example stratum is the name of the range that is highlighted on the spreadsheet fi al 2 Silviculture Survey Map Legend 4 ENAME Location NAME Scale 5 NAME Mapsheet NAME Printed 12 03 2007 14 04 Kb Str Pits Ha WS label Fg label Inv label Status H mu guy HAH NAME NAME NAME 1n To M 4 gt HA Data Reference 3 Sheet1 lt GH gt A range must meet the following standards It has a name It is a continuous rectangle It must consist of at least two rows and two columns The leftmost column and bottom row are called the option column and option row and are treated special used for formatting and summaries The first column of the range must be blank no formulas or titles The last row of the range must be blank no formulas or titles The data field formulas are laid out across the range To change the defined range in Excel use Insert Name Define on the Excel menu 11 2 Column Options Automatic Column Widths You can automat
85. lick on the button to reduce the scale each time clicked the scale will be reduced as follows for example from 1 5 000 to 1 10 000 to 1 20 000 etc Pan Allows you to manually move the map Click on the Pan button then move your cursor onto the map window Left click and hold and drag the map a desired Draw Allows you to draw new features that will be added to a layer There are three types of layers Polygon Line and Point Layers e Polygon i e Block Stratum Click on the Draw button while a polygon layer is selected and move your cursor to the map window Left click at each point you would like to include as the outer boundary of your new polygon When you have finished double click on the last point to complete the polygon Note If the Block or Stratum you are drawing exists elsewhere you will be given the option to Replace the other polygon or Add this polygon to Block or Stratum associate both polygons with the same block or Stratum with the other polygon e Line i e Roads Drainage Click on the Draw button while a line layer is selected and move your cursor to the map window Left click at each point you would like to include on your line When you have finished double click on the last point to complete your line e Point i e Plot Click on the Draw button while a point layer is selected and move your cursor to the map window Left click at each point you would like to make a feature for a plot y
86. lot f plots already exist on the desktop and you are syncing from a Windows handheld device the plots will not be updated You will need to delete the desktop plots before syncing so that Survey Wizard can read the plots from the handheld Additional Handheld to PC Sync Features Insert projects amp blocks if not already there Allows projects and blocks not currently in the database you are syncing with to be inserted on your PC database The first sync will insert them into the PC database and if you sync again without selecting block to be synced back to the handheld the blocks and projects will be removed from your handheld Generally this would only be used if the desktop copy of the database was lost Save handheld data into text files This is a technical support feature and saves all your handheld data into CSV files 2005 JRP Solutions Ltd 86 Survey Wizard version 3 0 7 5 Removing Data from the Handheld Removal by Deletion The easiest way to delete data off the handheld is to delete the entire Survey Wizard application To Delete from Palms 1 From the Home Screen on your Palm select the Menu button below the Home or Applications button 2 Select Delete from the menu and then select Survey Wizard from the list to delete 3 Re install Survey Wizard as needed To Delete from Pocket PCs Refer to Appendix F Palm Style Tap for instructions on how to delete Survey
87. m depending on the number of plots collected within the stratum e These rows of data must exist in a specified range within the worksheet you are editing e The range name must be the name used in the distributed template For example in the Single Story Report the following ranges are available 21 File Edit view Insert Format Hina REIFE WIWIE Oper we Wen Spaced SPH NAME e Arange can only be used once for the entire workbook Only the first range will get data e The layout of ranges must be as follows see example below of wsspp range e The first column of the range must be blank no formulas or titles e The last row of the range must be blank no formulas or titles e The data field formulas are laid out across the range O 2005 JRP Solutions Ltd 92 Survey Wizard version 3 0 8 2 dE File Edit View Insert Format Tools Data Window Help REA FENE 131 153 0831 Ran x 21 Snaglt LGT window r E wsspp m fe Well Spaced SPH NAME e Newrows are inserted as needed when the report is run e All data and ranges below a range are move downward to accommodate the rows needed when the report is run e Tochange the defined range in excel use Insert Names Define on the Excel menu e This is the most complex area of the report and should be edited very carefully Note Failure to follow the rules associated with ranges can cause the entire report to fa
88. ms Silviculture WS label species stats calculations Free Growing Silviculture FG label species stats calculations Stems cm S WS FG Ht cm Silviculture height Silviculture WS FG label height averaged over number collected cm Age LeaderHt cm Leader height cm Stratum leader height Age X Silviculture Age ilviculture WS FG label age averaged over number collected Inv Age Inventory Age Inventory label age values from primary and secondary species used Inv Height Inventory Height Inventory label height values from primary and secondary cm cm species used Yo 9 Species percentage If total stems are not collected by species and just species is collected for Inventory label this number is used to generate TS by species to calculate Inventory label species Key Notes e Age and Height are averaged to produce data for the silviculture label e Inventory Age Inventory Height and Crown Closure are averaged to produce data for the Inventory label e Total stems are averaged from every plot even 0 plots to be calculated for the inventory label 4 3 4 2 Brush Data Fields and Definitions Regen Brush Pest Comments Add Del BrSpp Cover Ht cm 9 Ib Rubu Sp 100 O 2005 JRP Solutions Ltd 58 Survey Wizard version 3 0 4 3 4 3 4 3 4 4 4 3 5 Brush fields are summarized below Field Defin
89. n to screen is done using the Screens menu or the upper toolbar Openings Contacts Codes Functions Most of the functions in Survey Wizard are found on the lower toolbar Dern axis GH Ss cl From left to right the functions are as follows e New File database e File Open database e File Close database e New Record Use pull down on Openings Screen e Delete Record Use pull down on Openings Screen e Save e Undo e Refresh e Import Data e Export Data 2005 JRP Solutions Ltd 20 Survey Wizard version 3 0 2 7 3 2 7 4 2 8 e Synchronize with Pocket PC e Export to Excel e Help e Setup program setup for customizing functionality of Survey Wizard Deleting Survey Wizard Data When deleting data in Survey Wizard all related data will also be deleted i e if you delete a project all blocks and strata within that project will also be deleted Survey Wizard has warnings that force confirmation of the deletion in these cases You can skip these warnings making deletion faster by un checking Deletion Confirmation from the Utilities menu Screen Format Using Data Grids in Survey Wizard sorting and rearranging columns Database grids are common in Survey Wizard When using database grids the following extra features are available e Columns can be rearranged by dragging the column heading to a new location e Columns widths can be adjus
90. n visible 38 i e Stratum Plots Contacts and Codes screens can export data to Excel by clicking on the icon 2 Once the data has been exported to a spreadsheet you will need to save it if you wish to keep it 3 1 1 CSV File Format Preparing a generic CSV file for importing 1 Get the data into MS Excel 2 Format the data in each column to the specified format see below 3 To aid in importing smoothly rename the column headers to the specified name for the incoming fields this is optional as the importer will also allow you to specify the columns you wish to use if not found automatically 4 Headers that are bold in the list must be present with data in each row Critical Data Fields Save the resulting Excel sheet as a CSV file format Close the file and import it into Survey Wizard as instructed in the previous section E F7 IER Re Header Header Block SiteSource_ comment Text CR __ Recommendation Stratum e LEE E Number one column per site series replace with 1 2 etc PE ES one column per site series replace with 1 2 etc LayerType Text 1 2 3 4 single versus multi oss TargetWsSPH Number d mm MinWsPref MinWsPref Y Les role EES Gm ag Minspacng Number O ra ee Number MinHeightRatio Jumper A RE EITHER MES peene ee LC Whole Number BGCzoneSubzoneVa merged into 1 O lt 2005 gt JRP Solutions Ltd
91. nd select Delete bock Note When a stratum is deleted all associated information i e plot data is also deleted Stratum Tab The Stratum tab contains the basic parameters of the stratum as well as the stocking standards and ecology To add data for another layer use the layer buttons To add a new standard click on the New button next to the standard box To delete a standard click on the Delete button next to the standard box Stratum comments and recommendations To edit comments and recommendations click on the desired button These fields are downloaded from the handheld and can be elaborated on the PC These comments will be presented in the final reports The Add button is used with the adjacent drop down list to add canned comments which are derived from and can be changed in the Codes Screen Note Users are not limited to using the canned comments They can simply move the cursor into the comments or recommendations box and type in their own comments which will then be outputted to the final reports O 2005 JRP Solutions Ltd Openings Screen 53 Stratum Stratum details MP Plots 80 Photos Map i Reports Stratum Gross Ha Net al Plot In Status a 10 3 3 5 50 Planned Priority Spacing m BAF C Active H 0 0 Ze Done Regen date Early FG date Late FG date 01 06 1995 D 01 06 1998 01 06 2010 1 Single Story E 3 4 Vets Stems Per Hect
92. ngle Post Survey Map 65 Pre Survey Map 65 Preferences 4 Preferred Species 52 77 Preparable Spots 55 Print Area 67 Layout 67 Map 67 Preview 67 Printer Setup 67 Reports 89 Printing Excel Reports 89 Maps 67 Priority 52 lt 2005 gt JRP Solutions Ltd Index 131 Prj Screen 75 Program Files 5 Location 4 Settings 12 13 14 Setup 4 12 13 14 Project 47 Add 47 Adding 47 Delete 47 Deleting 47 Details 47 48 Display 47 Editing 47 Fields 48 Handheld 75 ID Numbers 22 Label 14 New 47 Palm 75 PocketPC 75 Screen 75 Tab 47 Windows CE 75 Province 13 R Ranges 93 RAP Error 116 Rearranging 20 Record 10 Recording a Plot 77 Regen 55 80 Regen Data Fields 57 Region 48 Register 4 6 7 73 Registration Instructions 7 Related Data 20 Remove Data from Handheld 86 Repeating Row Data 89 Reports 93 Available 89 Column Widths 107 Columns 107 109 Custom 89 107 109 110 Edit 89 Editing Rules 89 107 109 110 Excel 89 107 109 110 Failed 89 Hide Sections 89 Labels 92 Location 4 12 13 Names 89 Options 107 109 Path 13 Pivot Table 107 110 Printing 89 Ranges 107 109 Save 89 Sorting 107 Templates 89 Totals 107 Troubleshooting 116 Required Plots 81 Requirements 4 Restore Backup 12 Restratify 55 Runtime 15 Files 5 ae SampleSWData mdb 9 Save Report Templates 89 Screen Display 12 14 Format 12 20 Screens 19 Select Database Reports Destination D
93. nnnnnnnnnnnnnnnnnnnnunnnnnnnn 50 4 3 Slrala DE 51 4 3 1 Adding and Deleting Strata SEENEN 52 4 3 2 Stratum Tab leslie eei aertara eaa Aaaeeeaa ansa Aaa aeara a asas asa assa asma asas asa asas asas asas sata sana 52 4 3 3 Stratum Details Tab TT 53 4 3 4 Plots Tab TTT 55 4 3 4 1 Regen Data Fields and Dettnttons AAA 57 4 3 4 2 Brush Data Fields and Dettntttons AAA 57 4 3 4 3 Pest Data Fields and Definitions AAA 58 4 3 4 4 Comments Tab 58 4 3 5 Photos Tab TTT 58 4 3 6 Map Tab e 59 5 Mapping 61 5 1 Mapping Setup EE 61 5 2 Mapping Layers ee Ee Ee 62 5 3 Mapping Feat res aeg 62 5 4 Creating a Map EE 65 5 5 Printing ERU 67 6 Cost Tracking 71 7 Survey Wizard on the Handheld 73 7 1 Palm Setup lc e 73 7 2 Navigating on the Handheld EEN 73 7 2 1 Project Lie EE 75 7 2 2 Block Screen EET ETE DEDE MS 75 7 2 3 Stratum Screen e 76 lt 2005 gt JRP Solutions Ltd 111 Survey Wizard version 3 0 FENCE TT TIE 77 PARA E EEN 77 SS AA AA E E EUH 80 7 2 4 1 2 Multi Eayer Plots EE 80 7 2 5 Stats TEE 81 7 3 Beaming Data from the Handheld anne 83 7 4 Syncing WIIh the PO ee EE EE 84 7 5 Removing Data from the Handheld eres 86 8 Reports 89 8 1 Customizing Reports P 89 8 2 Silviculture and Inventory Labels
94. o install them This will allow you to use the mapping tools in Survey Wizard 2005 JRP Solutions Ltd 16 Survey Wizard version 3 0 2 7 1 6 Map Folder Program setup Map folder These values apply only to this database Default data The path to the map shape files should be unique to this database Note shape Labels files cannot be shared between users Do not use your enterprise shape Mapping status files make a copy in a separate directory for use with this Plant Wizard database Map folder Path to map shape files JASWMap No map Si Explore Path to Map Shape Files Survey Wizard will use the specified directory to locate the map data for the database that is open Once specified for each database can be different locations Survey Wizard will associate a map file with a database automatically Note Shape files cannot be shared between users or databases 2005 JRP Solutions Ltd Getting Started 2 7 1 7 Map Colors Program setup D Welcome Mapping status Map folder Map colors Map plot symbols Automatic backup 17 Map colors These values apply only to this computer Stratum color schem Solid color C B amp W texture Ze Color texture Stratum color First stratum Second stratum Third stratum Fourth stratum Fifth stratum Sixth stratum O Seventh stratum Eighth stratum Ninth stratum Tenth str
95. o the Plots tab and click on Copy to Map Copy to Layer After you have selected a feature using the Select button this button will be available The feature selected can then be copied to another layer Note To copy between layers the layer type must be Polygon Delete Once you have selected a feature this button allows you to delete it see Select Note There is NOT an UNDO button Move Visible when the Select Button is active After selecting a layer choose the Move Feature Button then click and drag a feature to a new location Edit Legend Click on this button to change the appearance color line thickness fill of any of the layers in your legend When open you will be presented with the following box Map Legend Setup Options Shape type Polygon o Color L Change Lakesrivers Old Village Site Outline E ange Planting Size ESI Preview Block Di X Cancel Select the layer on the left that you would like to edit and adjust your options on the right If you 2005 JRP Solutions Ltd Mapping 65 would like to continue editing another layer click Apply or if you are finished click OK To change the order in which the layers appear drag and drop layers in the left window until the desired order is reached The map window will show the first layers drawn on top of the next layers Create Layer Allows you to create a new layer Click on the butt
96. on and select Create Layer Enter the name of your new layer and whether itis a polygon line or point layer and click OK The layer will appear in the legend and you can edit it using any of the other features on this page GPS Allows you to exchange plot locations with your Garmin GPS See Appendix B for more information Print Click on this button to start the process for printing a map Show Hide Hints Help Click on this button to show hide the hints help box above the layers Scale Allows you to manually type in the scale you would like to see or select one from the drop down list In order to apply the scale you must press the Go to Scale button Go to Scale Applies the scale that has been chosen 5 4 Creating a Map To create a map in Survey Wizard steps to set up and link a block in Survey Wizard Pre Surveying 1 Complete your mapping setup 2 Goto your Openings Screen in the Map tab to reach the Map Screen 3 Ensure your block and stratum data have been entered or imported in the Openings Screen 4 Click on the Zoom In button and zoom to select a block on the map that you wish to link a block in the tree 5 Click on the Block Layer then click on the Link button and select the block on the tree you want to link Note If you would like to draw an additional area for your block the process is the same as for drawing a stratum see 7 8 just with the Block Layer selected Note To find out t
97. ons are used within a given range in the bottom left corner of a range where the option row and option column intersect Sheet options operate with the worksheet in the cell A2 of which they are specified Report options influence the whole workbook The main task of these options is to automate actions which are usually done in the result report You can use range sheet and report options everywhere where they are necessary They will help you to get the optimum height and width of the cells to scale automatically the report sheets for the installed printers to hide some worksheets or to protect them from editing by the end user Range options Range options are specified in the bottom left corner of a range where the option row and option O 2005 JRP Solutions Ltd 110 Survey Wizard version 3 0 11 4 column intersect If you wish to specify more than one range option separate them by a semicolon Autofilter Each column is given a filter OnlyValues Substitutes all formulas of the range with their values Automatically makes the range row height fit the range cell s contents ColsFit Automatically makes the range column width fit the range cell s contents Sheet options Sheet options are specified in the cell A2 of a sheet and affect only the sheet they are specified in OnlyValues Replaces all formulas on a worksheet with their values Hide or SheetHide Hides a worksheet in a generated report w
98. orkbook RowsFit Makes the range rows fit the contents It can be done manually select the rows needed and double click on the boundary between any of the selected rows ColsFit Makes the range columns fit the contents It can be done manually select the columns needed and double click on the boundary between any of the selected columns AutoScale Sets up the page option Fit to 1 page wide by empty tall this can be found in File Page Setup on the Page tab AutoSafe Protects a sheet with a random password This corresponds to Tools Protection Protect Sheet menu command call and Contents box checking Report options Report options are specified in the cell A1 of any sheet or several sheets of the workbook template Working with every sheet of the workbook template XL Report Builder uses the value of this cell to performs additional actions with the result workbook after the report is run OnlyValues Replaces every formula in the report workbook with its calculated value ShowPivotBar Turns on the Pivot table bar This bar is hidden by default even if the report contains a pivot table This panel allows the user to edit the Pivot table See Excel Help for additional information AutoSafe Protects a report workbook with a random password This corresponds to the Tools Protection Protect Workbook menu command with the Structure check box on The use of AutoSafe on report levels completely protects a report workbook because t
99. orting to Genus Exporting via Connection to Genus Database 1 Open the Survey Wizard database from which you would like to transfer data to Genus 2 Click on the Export button Y and select Genus via connection to Genus database The next screen will display the latest exporter notes including Survey Wizard export to Genus This exporter does not require the Enterprise Edition of Oracle Records in Genus are located during this import process in various ways 2005 JRP Solutions Ltd Survey Wizard version 3 0 Project Search by name Block Search by Genus Cut Block ID and Genus Activity ID Stratum Search by name Layer Search by layer Table Actions forest silviculture_activity edit records forest silviculture_stratum_history edit insert records forest silviculture_stockstat_history edit insert records forest pest_infestation_history replace records forest species composition history replace records Code tables Actions forest silviculture pest insert records as needed 3 The next screen will require the Genus database server information e Database Server Will be populated from your Genus Login Screen e Service Name Will be populated from the Database Server e Oracle Database Driver See Recommended If this is not available contact your IT person so they can install Microsoft Data Access Components MDAC 4 Select the blocks to export to Genus The blocks listed as availa
100. ou will have to specify a plot name so that one is created in the Openings Screen Plots tab Note Esc can be pressed at any time during the drawing process to delete what has been drawn to that point provided you haven t double clicked to complete the feature yet Note To make the remainder of the block into a Stratum select the appropriate stratum on the tree and using the Draw tool double click inside the leftover portion of the block Note A stratum can only be created within a block polygon you can include areas outside of the block when you are drawing but the final boundary of the stratum will be the edge of the block The centre of the drawn stratum polygon must be within the block area Note A plot can only be created within a stratum polygon Plot Grid Allows you to choose your plot grid spacing when you click on it this button is only visible when the Plot Layer is selected Click OK and move your cursor over a stratum Double click to place the plots when a plot grid is placed on the map all the plots are assigned UTM coordinates and created as plots with numbers in the appropriate stratum in the Openings Screen Plots tab Link Allows you to link certain mapped features with Survey Wizard items Select the layer you would like to link Block Stratum or Plot click on the Link button then click in the polygon or on the plot you would like to link Select the feature you would like to link it w
101. p folder Map colors Map pl ES Automatic backup Advanced setup These values apply only to this computer 13 Path to reports and help C Program Files SW y fl Explore Force use of Jet 3 5 database engine Use this option only under direction from JRP Path to Reports and Help Survey Wizard will use the specified directory to locate reports and online help To change the directory selection either type in the path or select the Browse button to the right of the field Most users do not need to change these settings O 2005 JRP Solutions Ltd 14 Survey Wizard version 3 0 Note This setup screen is only visible after selecting the Show the Advanced Setup page option on the General Setup Screen 2 7 1 3 Default Data Program setup Default data These default values will be applied during data entry or data imports from other sources when the field is blank in the incoming data source These values apply only to this database Default data Labels Mapping status Default plot info r Plot areas m Stand height m Pruning o si Map folder Stand age Spacing 50 Crown closure 0 Silviculture 90 Site deg These data defaults will be used when data is imported to Survey Wizard if these fields are blank in the source Fields will be populated with these values instead of being left blank 2 7 1 4 Labels This screen allows use
102. plot is created on a handheld it is assigned a unique background ID number which is the 2005 JRP Solutions Ltd 84 Survey Wizard version 3 0 7 4 reference used in the syncing process For example if Person 1 named their first plot P1 and Person 2 named their first plot P1 for the same block each would have a unique background ID number and when the handhelds are synced both plots would remain however it may get confusing for mapping and cause problems with compilation etc to have plots named the same thing For this reason lt is recommended to give your plots unique names i e use your initials Bob s plots would be B1 B2 B3 etc Joe s plots would be J1 J2 J3 etc Beaming Plots to Another Handheld e The receiving handheld must be on and have Survey Wizard started e Beaming all plots in the handheld from the Project or Setup Screen in Survey Wizard select the Beam button OR e Beaming only plots for one block from the Block or Stratum Screen select the Beam button Note Beaming is an excellent method of backing up data on the handheld General Beaming Data Transfer Rules Data Transfer Item How it works roject lock tratum ayer tandard odes Plot Will be inserted if it is not present on the receiving handheld Will only update receiving handheld if data originated there Brush Will replace all records for imported plots Data transfer is based on uniqu
103. ports You take three blocks 1111 2222 3333 and put their information into a CSV file Then you take that CSV file and distribute it to 5 people that will be involved in your survey program Each person creates a database called Surveys 2004 and imports the blocks into his her database ID numbers are assigned each time a block gets imported from a CSV file e Person 1 imports the blocks to Survey Wizard and each is assigned a unique ID number 1111 ID 788767845 2222 ID 976544893 3333 ID 347878678 e Person 2 imports the blocks to Survey Wizard and each is assigned a unique ID number 1111 ID 908675634 2222 ID 678975494 3333 ID 720974648 And so on for each person When looking each person s database they could both be named the same thing the blocks will appear the same 1111 2222 3333 but because the ID numbers are different data CANNOT be transferred between them Example 2 Beaming Plots The survey contractor syncs a block onto 2 handhelds for his surveyors Surveyor 1 goes out and does plots and names them 1 2 3 4 and 5 Surveyor 2 goes out and does some plots also and names them 1 2 3 4 and 5 As each plot is created by hand on the handheld it is assigned a Plot ID number Scenario 1 Surveyor 1 and Surveyor 2 want to compare plots in the field so they get together and Surveyor 1 beams his data to Surveyor 2 and vice versa Each will end up with 10 plots on their handheld named 1 2
104. program as an administrator Hotsync to install Survey Wizard on the Palm If hotsync doesn t seem to work review Note 1 below If the program s does not install on the Palm review Note 2 below Click on the hotsync icon in the bottom right corner of your screen and select Settings then Applications Uncheck any items that you do not wish to hotsync but ensure that Survey Wizard is checked this will let the databases sync Select SW from the list and choose Configure to make sure that Include in Sync is selected Hotsync a second time to put data on your Palm You will be prompted for which database to sync with see Note 3 below To run Survey Wizard on the desktop you will need to right click the icon and choose Run as Administrator To select this option permanently you can right click the icon and choose Properties Compatibility Privilege Level Run this program as an administrator Note 1 If the Hotsync icon is not visible in the bottom right corner of your screen choose Hotsync Manager from the Start menu to get it started If this does not start Hotsync Manager you may have to use Task Manager Ctrl Alt Del to see if hotsync exe is already running under Processes If you find it select it and choose End Process Then try restarting Hotsync Manager again Note 2 If SW does not install automatically during hotsync click on the hotsync icon in the bottom right corner of your screen and choose Ins
105. propriate project from your choices listed in the menu see below New project New block Mew stratum Delete block Move to Erin free growing Trial 2005 Silv Move to Erin Trial 2004 Silv Cancel 4 2 2 Block Details Block details are edited to the right of the Openings Tree on the Block tab O 2005 JRP Solutions Ltd Openings Screen 51 4 3 Map sheet CP Number Block Timber Mark fi 2000 3 Tenure Map sheet Funding source cr s2c 065 fla y District Lat ddd mm Long ddd mm Total misc costs PM y 51 00 125 00 5000 Location Dead Bear Pass Block ID 33463562 External block identification for export to other systems Cut block sequence Activity sequence EE 0 Block Fields are summarized below Field Data Source CP cutting permit Number User defined Codes Screen or type in box User defined Timber Mark enure User defined Codes Screen or type in box unding source District at ddd mm User defined ong ddd mm otal Misc Costs Cost Tracking ocation Block ID System generated Cut block sequence for data exchange with other systems The key fields that should be filled out to identify the survey area are Block CP Number and Timber Mark All of the other fields are optional and are available at the users discretion The Map tab allows users to
106. ps O 2005 JRP Solutions Ltd 114 Survey Wizard version 3 0 e Exchanging data with Excel e Exchanging data with other PW users e Understanding data exchange e Exchanging data with Handhelds e Syncing e Loading data e Removing data e Beaming e Exchanging data with Phoenix Pro e Exchanging data with TFM e Exchanging data with GPS Reports e Managing reports e Advanced report help 2005 JRP Solutions Ltd 116 Survey Wizard version 3 0 13 Appendix E Troubleshooting Codes e A pulldown list is missing a code add the code in the Codes Screen Errors e get an OLE registry error when I try to open Survey Wizard if you are running Windows Vista you need to ensure that you are running Survey Wizard in Administrator mode Right click the SW icon and choose Properties Compatibility Privilege Level Run this program as an administrator I get an OLE error when trying to run a report try rebooting your computer or reinstalling MS Excel e get an error upon startup lt 39232 2974687037 is not a valid floating point value your decimal places may be set to commas instead of periods Go to your Control Panel gt Regional and Language Options gt Regional Options Tab gt Customize button gt change Decimal Symbol to a period You may need to reboot your PC I get a RAPI error when trying to synchronize my Windows handheld to Su
107. raum Details mM Field Start Date Silviculture Activity gt Planned Stratum Node Stratum Details Date Eh Soil Depth Eco Unit gt Soil horizon depth Stratum Node gt Stratum Details Layer Layer SU gt Stocking including Stratum Node gt Stratum gt multilayer Layers Target Stock Std SU gt Stocking Stratum Node gt Stratum gt Layers Min Pref SU gt Stocking Stratum Node gt Stratum gt Layers Min Pref 8 Acc SU gt Stocking Stratum Node gt Stratum gt Layers Max Stocking SU gt Stocking Stratum Node gt Stratum gt Layers Min Spacing SU gt Stocking Stratum Node gt Stratum gt Layers Standard Species SU gt Stocking Stratum Node gt Stratum gt Standards Pref Accept SU gt Stocking Stratum Node gt Stratum gt Standards Min Ht Ratio SU gt Stocking Stratum Node gt Stratum gt Standards 3 4 1 2 Troubleshooting Genus Import Why aren t my blocks showing up in the list of blocks to be imported 2005 JRP Solutions Ltd Importing and Exporting 37 Things to check for e The blocks must have an Operating Area assigned to them in the Genus Block screen Mngmt Unit Multi Tenure Lic TFL56 CP 101 Mark 456 101 Cut Block GEPOO e The blocks must have a silviculture activity planned for the year s requested during the import process o The silviculture activity must have a Base Code of SU Silv Treatment 2009 06 Division Genus Licen
108. rs to specify how projects blocks and strata are displayed on the tree in the Openings Screen and in reports Program setup Labels These labels will customize the way you view these items in Survey Wizard and in reports These values apply only to this computer Default data Labels Mapping status Project label format E dit Project Year SurveyT ype Map folder Block label format Edit Block Timbermark CPNumber ymbols E Automatic backup Stratum label format E dit Str Stratum Area Select Edit for either project block or stratum and you will be presented with the following dialog box 2005 JRP Solutions Ltd Getting Started 15 Change project label format Available fields Chosen fields Use the arrows in the dialog box to select which information and in what order you would like to see in the tree Those items located at the top of the list in the dialog box will appear first on the tree These edited label formats are also used in the reports to provide consistency between reports and the program display 2 7 1 5 Mapping Status Program setup EA Welcome Mapping status Default data Labels Mapping status The necessary ESAI mapping components are installed Map folder M ap plot sy mbols Automatic backup This screen shows you whether or not the ESRI mapping components are installed If they are not installed a message will ask you t
109. rt Upd Silviculture Activity Survey ate Units gt Stock Age Silviculture height Insert Upd Silviculture Activity gt Survey ate Units gt Stock ht m Free Growing SPH with M Insert Upd Silviculture Activity gt Survey ate Units gt Density Free Grow Free Growing Pref SPH Insert Upd Silviculture Activity gt Survey ate Units gt Density Preferred 2005 JRP Solutions Ltd 44 Survey Wizard version 3 0 Units gt Density Preferred WS Insert Upd Silviculture Activity gt Survey ate Units gt Density Low Limit WS Average leader height Insert Upd Silviculture Activity gt Survey ate Units gt Leader cm Stratum site index Insert Upd Silviculture Activity gt Survey ate Units gt Site Index leading species Stratum Comments Insert Upd Silviculture Activity gt Survey ate Units gt Comments Stratum Recommendations nsert Upd Silviculture Activity gt Survey ate Units gt Comments Source Code Insert Upd Silviculture Activity gt Survey ate Units gt Source Code forest pest_infestation_ Stratum layer Inventory Replace Silviculture Activity gt Survey Units gt Inventory layer Pest Record Pest code Replace Silviculture Activity gt Survey Units gt Pest Code total stems infected Replace Silviculture Activity gt Survey Units gt Pest Pct Replace Silviculture Activity gt Survey Units gt Silviculture Species Re
110. rting 33 3 4 1 e Importing from Genus e Imported Data e Exporting to Genus e Exported Data Importing from Genus To set up a connection to the Genus database you must have access to the Genus database on your computer 1 2 Open the Survey Wizard database you would like to import Genus information into Start the import by selecting the import button D and choose Genus via connection to Genus database from the Openings Screen The next screen will list the latest import notes including Genus import to Survey Wizard e Records in Survey Wizard are located during this import process in various ways Project Search by name Block Search by Genus Cut Block ID and Genus Activity ID Stratum Search by Genus Standard Unit ID Layer Search by Stratum ID and layer type Standard Search by Layer ID and Spp e Records already existing in Survey Wizard are never edited although additional child records may be inserted if they didn t already exist Example 1 Import block X from Genus into Survey Wizard 2 In Genus add a layer to a stratum in block X 3 In Genus edit some of the block X information 4 Re import block X from Genus into Survey Wizard The new layer added in step 2 will appear in Survey Wizard whereas the changes made in step 3 will not Situations can arise where a block may be listed more than once on the block selection page If more than one of the block X is specified to be
111. rvey Wizard please ensure that you have installed StyleTap to your device and not to a memory card Genus e Some blocks are not available for import from Genus see the Troubleshooting Genus Import section Handhelds e cannot beam data if your handheld does not have an infrared port it will not be able to beam any data e Plot data I collected on my Windows handheld is not updated on the desktop if you created your plots on the desktop before sending them to your handheld you will need to delete those desktop plots before the newly collected data will show Labels e Where do the silviculture and inventory labels come from see the Silviculture and Inventory Labels section Mapping e There is no map showing up ensure you have the map directory pointing to the location where the maps are stored Reports e There are no reports in the Reports Screen ensure you have the report directory pointing to the location where the Survey Wizard reports are stored e Cannot run reports see Troubleshooting Reports section Users Manual e There is no help manual ensure you have the help directory pointing to the location where the help file surveywizard chm is stored Windows Vista e Survey Wizard won t run on Windows Vista right click the SW icon and Run as Administrator e My Palm won t sync with Windows Vista refer to Appendix G 2005 JRP Solutions Ltd 118 Survey Wizard version 3 0
112. s configuration may be limited Installation of Survey Wizard on the PC Follow these steps to install Survey Wizard 1 Goto the following website http www plantwizard com scripts swupgrade asp and click on the download for Survey Wizard your confirmation email will also have a link 2 Choose either Open or Save If you choose Open the installation process will begin immediately recommended for computers with faster internet connections If you choose Save you will need to go to the folder you saved the file to and click on SWinstall exe to start the installation process recommended for computers with slower internet connections 3 Follow one of the following two options for installation OPTION 1 To install Survey Wizard program on your local PC e When prompted to Choose Destination Location the installer creates a SW folder in your O 2005 JRP Solutions Ltd Getting Started 5 C Program Files directory which is the recommended location for the installation The installation location may be changed if desired e You may save your database files on your local PC or on a network location to be shared by other users OPTION 2 To install Survey Wizard program on a Network e When prompted to Choose Destination Location choose a location on your network where you wish to keep the program e For all other computers planning to use Survey Wizard follow steps 1 and 2 above and when promp
113. se see the privacy statements Show the Microsoft Office Excel privacy statement Microsoft Office Online priva atement Customer Experience Improvement Program Security 8 more Learn more about protecting your privacy and security from Microsoft Office Online Microsoft Windows Security Center Microsoft Trustworthy Computing Microsoft Office Excel Trust Center The Trust Center contains security and privacy settings These settings help keep your computer secure We recommend that you do not change these settings Click on the Trust Center Settings button Select Macro Settings 2005 JRP Solutions Ltd Reports 95 E Trust Center Trusted Publishers Macro Settings Trusted Locations For macros in documents not in a trusted location Add ins 5 Disable all macros without notification Acti i Disable all macros with notificati iveX Settings 7 on Disable all macros except digitally signed macros 9 Enable all macros not recommended potentially dangerous code can run Message Bar Developer Macro Settings External Content a SEH Trust access to the VBA project object model Privacy Options Check on Trust access to the VBA project object model Select Enable all macros Choose OK and close Excel All versions of Excel Problem Errors about ranges not existing or being broken Solution 1 Select the report from
114. set number of users that may be registered at one time This allows flexibility in licencing so that users can unregister from one PC and then register another PC without purchasing additional licences i e your operation may have only 1 licence but have purchased 3 concurrent copies This means that you can have 3 PCs registered at one time in your operation and can transfer your licence without reinstalling the software To transfer one copy of a licence from one PC to another users must unregister from one PC in order to register on another If the message saying No more remaining licences appears when you try to register you need to unregister one of your registered PCs first IMPORTANT NOTE Uninstalling WILL NOT unregister your PC and unregistering WILL NOT uninstall Survey Wizard Note If you delete Survey Wizard off one computer without unregistering it contact JRP Technical Support to unregister the computer How to Register Survey Wizard on your PC The first time you run Survey Wizard on a PC you will be prompted to either register the software or run Survey Wizard in evaluation mode When you purchase the product you will receive one licence code that will be set for a fixed number of concurrent users optional modules and an expiry date To register Survey Wizard follow these instructions 1 Enter the licence code provided into the dialog box you should be able to copy and paste from your email 2 The Register b
115. t identify which species are coniferous in the code list on the desktop e Ht and Age are used to develop the silviculture label for the stratum layer These along with Leader Ht may be collected for more than one species and as often as required e Inventory age and height to be used in the inventory label can be entered via the Inv Inventory button at the bottom of the Silviculture Screen Note Ht and Ldr Ht are measured in cm 3 Brush and Pest data can be entered through the Br Brush and Pest buttons accessed from the Plot Details Screen Nine species are listed in these screens according to how they were ordered on the code list To access the complete list of species simply tap any of the species shown Once picked the complete list of species from the database will be available From this screen other species in the database can be chosen or new species can be created in the field 4 Greenup height and stems can be entered using the GU Greenup button from the bottom of the Plot Details Screen 5 Comments can be entered by selecting the Cmt Comments button from the bottom of the Plot Details Screen e Entering custom comments can be done using graffiti or the keypad available on your handheld e Canned comments are accessed by selecting the Add new button at the bottom of the Comments Screen e Canned comments can be created in the field through this same button 6 Once the plot data collection is complete tap the S
116. t is important that the previous version of Survey Wizard is deleted from your Palm prior to installing the new version of Survey Wizard If you have already downloaded and run the Survey Wizard Palm software and need to install or upgrade Survey Wizard on multiple Palm devices 1 After installing on the first Palm you can use PalmOne Quick Install to put Survey Wizard on other Palms Go to Start All Programs PalmOne or Palm PalmOne Quick Install Select the Palm user name from the pull down list in the top right corner Choose Add in the bottom left corner and navigate to your SW installation directory usually C Program Files SW and add both mathlib prc and surveywizard prc 5 Close PalmOne Quick Install and hotsync your Palm 6 Continue with steps 4d 4h above 7 Repeat these steps for any additional Palms PON Installation of Palm OS software for your Pocket PC device Please refer to Appendix F Palm StyleTap for instructions Registering Survey Wizard After you have installed Survey Wizard the first time you open the program you will be prompted to register the software on your PC 2005 JRP Solutions Ltd Getting Started 7 2 4 1 2 4 2 2 4 3 How the Registration System Works Survey Wizard registration is used to control the number of users concurrently using each licence Each Survey Wizard site i e one company is assigned one licence and each licence has a
117. tall Add C Program Files SW mathlib prc and surveywizard prc Choose Done then try hotsyncing again Note 3 Vista makes a ghost copy of your database files that reside under C Program Files that somehow interferes with the hotsyncing process it wants to hotsync with this ghost file Save your database files mdb in the My Documents folder and hotsync to that location instead O 2005 JRP Solutions Ltd 124 Survey Wizard version 3 0 16 Appendix H Technical Support Help Desk Technical support is available for registered Survey Wizard users The telephone Help Desk is open Monday to Friday 8 00 a m to 5 00 p m PST We can be reached in the following ways Phone 1 800 535 2093 ext 300 Monday to Friday 8 00 a m to 5 00 p m PST 250 703 0451 ext 300 Monday to Friday 8 00 a m to 5 00 p m PST Fax 250 703 0651 E mail support jrpltd com Please have the following information available when contacting us e PC Operating system i e Windows 95 98 NT XP Vista e Survey Wizard Desktop Version and Palm Version e Any error messages that may have occurred 2005 JRP Solutions Ltd Index 125 Index Brush Cover 57 BMP 58 CSV 22 25 28 29 DBF 61 GIF 58 JPEG 58 JPG 58 PRJ 61 SSHP 16 61 SHX 61 DW 22 28 30 A Acceptable Species 52 77 Add Block 49 Label 62 Layer 52 Project 47 Standard 52 Stratum 52 Add
118. te Data CANNOT be updated in a CSV file and re imported into Survey Wizard All data updates after the initial import need to be done in Survey Wizard Recommendations for Creating Data by Hand on the PC or Handheld Data can be updated by hand entering data Data only needs to be entered on ONE copy of the database doesn t always have to be the same copy If you need a new stratum and 2 people create a new Stratum C in each of their versions each will be assigned a different ID number so when data is transferred each person will end up with a duplicate copy of the same information based on the different stratum ID numbers Recommendations for Data Exchange in General 1 One database should be used and UPDATED wherever possible Creating NEW databases after ORIGINAL databases have already been distributed to multiple users WILL result in data transfer difficulties 2 Any transfer of data BETWEEN USERS should be done using a SW file and NOT by copying the database Using a SW file will allow both users to update their respective information rather than OVERWRITE it 3 Syncing and transfer of GW files are done using ID numbers as the transfer link The ID numbers O 2005 JRP Solutions Ltd 24 Survey Wizard version 3 0 must match for the data to be transferable Note See SW ID Number Examples for common data transfer questions 2 10 1 1SW ID Number Examples 2 10 2 Example 1 CSV im
119. te button X on the lower tool bar To add a code click on KE the New button 8 on the lower tool bar Code Table Recommendations 1 Tree Species Code Table Whether or not a tree species is a conifer should be specified to ensure total conifers is calculating correctly 2 Pest Species Code Table The host species should be specified to ensure that host species affected is being calculated correctly 3 Countable Heights Code Table Countable Heights should be specified to ensure that the correct countable height is calculated on the handheld 4 Stocking Status refers to the Stratum Details status 2 9 Contacts Screen Survey Wizard uses contacts in the following ways Assigning surveying contractors to projects O 2005 JRP Solutions Ltd 22 Survey Wizard version 3 0 2 10 2 10 1 Assigning project supervisors Tracking vendors and customers Contacts are available from the upper tool bar and are displayed in a grid Some contacts may be imported with data from other Survey Wizard databases see Creating a Database Additional contacts can be edited by double clicking a contact in the grid or created by selecting the New button on the tool bar You will be presented with the following box in which to enter the information Contact details Add cron Next o Last e Company Contact Type Contact Person s Name ID code Address City Province
120. ted by dragging the divider between the column headings e Onthe Contacts Screen and the Plots Screen at the Opening level records can be sorted by clicking on the column heading You can sort by up to three fields The last column selected is the primary sort order and the third to last column selected is the third sort order Note In the Plots tab on the Stratum Screen columns can be rearranged prior to exporting the page to Excel if desired Re sizing the Openings Screen The Openings Screen has a divider line between the tree and the right side Left click on the divider line and drag to resize the divider Codes Screen The Codes Screen manages the data available for all the pull down lists on Survey Wizard and the handheld and are accessed from the Codes button on the upper tool bar You may add or delete as many codes as you wish Code tables usually have three columns 1 Code Items that appear as your choices on the handheld or in a drop down list on the desktop i e Hw as a code for a tree species 2 Description A short description of the code i e Western Hemlock 3 Sort Order The order in which the list is displayed on both the handheld and PC Codes will be displayed in ascending order according to the Sort Order If the Sort Order is the same for several codes the values will be sorted alphanumerically by the code itself Users will likely want to specify sort orders the most commonly used code would have th
121. ted for Choose Destination Location choose the previously selected network location This step only needs to be done on the initial program setup to ensure the necessary runtime files are installed on each PC using Survey Wizard and is not required for future upgrades Notes e Follow the same process for upgrades Always select the same directory when asked for program location It is also recommended that you keep all your data in one directory to ensure you are always using the desired program database and reports e When your data is not stored on a network drive that is backed up on a regular basis you should regularly perform manual backups of your data on your local PC e Upgrades will remember the last installation choices and offer to default the settings to match those Installing Survey Wizard if you currently have a demo version Close Survey Wizard if you currently have it running 2 Open Survey Wizard and when prompted to either Register Survey Wizard or Run in Evaluation Mode choose Register Survey Wizard 3 Inthe registration box enter in your licence code exactly as provided in your Licence Information email When a valid code is entered the Register button will become available and you can click on it 4 You now have successfully loaded Survey Wizard onto your computer 5 Download the manual at http www plantwizard com scripts swupgrade asp and save to your computer from the downloaded doc
122. th Mapping Layers Familiarizing yourself with Mapping Features Creating a Map Printing a Map ER a To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI SWMAP SWMAP SWF 5 1 Mapping Setup To set up your mapping functions 1 2 son Make a file in a directory that is easy to find recommended location is in your SW program directory Move all your map files to that location Survey Wizard requires the following groups of files at a minimum these files are created in step 8 if they don t exist in the Mapping File Additional groups may be added to the file as desired i e streams lakes roads etc e Block e Stratum e Plots e Label For each of the layers above and any others you would like to show up there are 4 files required e SHP Shape file is the spatial data e DBF Database file is required by the shape file and contains the name id numbers etc e PRJ Projection file is required by the shape file and contains the correction for data to go from 3 dimensional to 2 dimensional this file is not always required e SHX Index file is required by the shape file and links the DBF data to the SHP data using vectors The map legend and layer names will be taken from the file names i e plot layer taken from Plot shp Plot prj Plot dbf and Plot shx In Survey Wizard open the Survey Wizard Database you would like the maps to be used with and go to Ut
123. the existing data on the PC e Al strata created on the handheld will be added to the correct opening on the PC but under a new stratum even if the stratum already exists on the desktop as the same name e All blocks and information on the handheld are automatically transferred back to the PC during the sync process for blocks and projects present on the PC database unless you select to transfer them back or keep them on the handheld e You can choose to import new codes from the handheld a To view an online support video on this topic go to http www jrpltd com images videos SURVEYWI EXCHANGI PALM_ TO _ SWE PC to Handheld e All Project Block Stratum and Layer details for those blocks picked checked on in the conduit will be transferred to or kept on the handheld e You can choose not to update any data on the handheld during syncing To view an online support video on this topic go to http www jrplid com images videos SURVEYWI EXCHAN 1 PUTTING SWE General Syncing Data Transfer Rules Data Transfer How it works Handheld to How it works Desktop to Item Desktop Handheld Project Optional to insert will not update Block Optional to insert will update Stratum IP Layer Will insert and update information VII insert and update information Standard Plot Will insert no information updated if plot is already date stamped on PC Will insert only if inserting plot Will insert only if inserting p
124. tion to the Row option to get subtotals Adding the Data option in columns will define the pivot table data area fields Add the Page option in any column you want to use as the Page Area O 2005 JRP Solutions Ltd Appendix D How To Guide 12 Appendix D How To Guide Click on the links below for further information on each of the topics Managing Survey Wizard Licenses e Installing SW e Upgrading SW e Registering SW e Unregistering SW Managing Survey Wizard Files e Creating a new database e Backing up a database e Distributing a database e Sharing a database e Duplicating a database e Creating a technical support file Preferences e Alberta surveys e BC surveys e Plot size e Field naming and custom labels Entering Project Data e Importing project data from Genus e Importing project data from Excel e Importing project data from other users e Importing project data from Phoenix Pro e Manually entering project data Handhelds e Using SW on a handheld e Using SW on a Pocket PC Mapping e Install mapping software e Setup mapping directory e Setup mapping files e Importing maps from Genus e Changing map colours e Setup mapping layers e Using map features e Creating a map e Printing a map Exchanging Data e Understanding data exchange e Understanding ID numbers e Exchanging data with Genus e Importing projects e Exporting projects e Importing ma
125. tree From this point forward the tree on the Openings tab will be referred to as the Openings Tree Click on a symbol in the tree to collapse that branch of the tree Click on a symbol in the tree to expand the tree Survey Status Checkmark icons are used to indicate completion status for each stratum e Green check mark Planned e Grey check mark In Progress e Black check mark Done Re sizing the Openings Screen The Openings Screen has a divider line between the tree and the right side Click on the line and drag to resize the divider Projects Projects are used to organize and group blocks in whatever way suits the user Possible reasons for creating separate projects might be Survey Year Survey Type Geographic Location Surveying Contractor Survey Crew Leader Completed Surveys to Export to Supervisor Projects may be added and deleted and project details are available for editing Note To change which projects are displayed on the Openings tab on the left of the Openings Screen click on the Projects tab and select the projects you wish to have displayed Adding and Deleting Projects To add a new project e Inthe Openings Screen click on the New button a and select New project 2005 JRP Solutions Ltd 48 Survey Wizard version 3 0 New project New block New stratum it Cancel OR e Right click in the Openings Tree and select New proje
126. tting Started Setting up Survey Wizard involves the following steps Installing Survey Wizard software on your desktop PC Installing Survey Wizard software on your Handheld Registering your Survey Wizard licence Creating your Survey Wizard database Setting your Survey Wizard user preferences on your PC Program Setup Code Tables Contacts and handheld NA Minimum System Requirements System e Intel Pentium processor e Windows 95 or newer Windows 2000 or newer recommended e 16MB RAM minimum 64MB RAM recommended e Minimum hard drive space 30MB e Minimum 640x480 video resolution 800x600 or higher recommended e Windows Mobile Device Center 6 1 or higher for Windows Vista Palm e 200 KB of available space on Palm OS device e 2MB of RAM on Palm OS device 8 MB recommended e Palm Desktop 3 0 1 or higher 6 2 or higher for Vista Pocket PC e Windows Mobile 5 0 for Smartphone e Windows Mobile 5 0 for Pocket PC e Windows Mobile 2003 for Pocket PC including Second Edition and VGA support e Pocket PC 2002 e Pocket PC 2000 e Refer to the StyleTap website for more information e StyleTap licence Note Synchronizing Palm OS devices with Windows Vista has proved to be a challenge therefore we recommend you use Palm devices with Windows XP or Windows CE or Mobile devices with Vista If you still wish to try Palms with Vista please use the directions in Appendix G for best results Support for thi
127. u can select all blocks within a project by clicking in the box next to the project The blocks available for selection are those blocks in your Genus database that have planned silviculture survey activities All planned surveys are included in the list i e site deg brushing regen walkthrough free growing etc A block will not be re imported if it has been previously imported into Survey Wizard even if it is checked for import Information may be added see Notes below for details On the Defaults screen you can set up some defaults that will be applied to any blocks that are missing this data O 2005 JRP Solutions Ltd Importing and Exporting 35 8 Onthe Map Layers Screen select which map layers you want to import Blocks Roads Standard Unit etc 9 Onthe Special Layers Screen specify which map layers to use for blocks and surveys 10 You will reach the Results screen The more blocks you are importing the longer the text message will be In order for data to import there must be a silviculture prescription in Genus with standard units and ecology units for the block Planned survey area is not imported as it is not linked to a standard unit and therefore doesn t have standards associated with it Ecology information can only be taken from one ecology unit per standards unit If there is more than one ecology unit specified for a standards unit only the one with the lowest
128. ument choose file then save as NOTE To run Survey Wizard on Windows Vista you may need to right click the Survey Wizard icon and choose Run as Administrator 2 2 4 Understanding Survey Wizard Installation Survey Wizard requires 3 main types of files to operate properly 1 Runtime files including database drivers and components that run behind the scenes to ensure Survey Wizard is functional These must be present and current on the local PC drive 2 Program files including report files and the program executable file These can be located anywhere on the local network including the local PC drive 3 Database files including data backups etc These can be located anywhere on the local network including the local PC drive 2 3 Installation of Survey Wizard on the Handheld Installation of Palm OS software for your handheld Palm OS device This is a separate process from the PC and network software installation 1 Install Survey Wizard on your desktop computer and ensure it is running correctly O 2005 JRP Solutions Ltd Survey Wizard version 3 0 2 4 2 Install the Palm Hotsync software that came with your Palm or download it from www palm com red blue arrow icon will be in your system tray usually in the bottom right hand corner of the computer screen and ensure that your Palm handheld unit is hotsyncing normally with the PC 3 If you do not have a previous version of Survey Wizard load
129. urvey Wizard on the Palm Upgrading your Pocket PC Follow the steps outlined in Appendix F Palm StyleTap Note The PC version of Survey Wizard you are currently running on your computer can be identified by selecting Help gt About from the menu Note The Palm version of Survey Wizard you are currently running on your handheld can be identified on the second row of the Setup Screen of your handheld i e Survey Wizard 3 0 0 0 Note The first 2 digits of the PC and Palm version i e 3 0 _ _ must be the same for the handheld and PC to be compatible to sync 2005 JRP Solutions Ltd Getting Started 9 2 6 Creating a Database 1 Open an existing database Survey Wizard installer installs a database named SampleSWData mdb which you can use 2 Select File gt New from the main pull down menu amp Open es Close e Import Y Export E Save as a Backup database 4m Create technical support file Exit Alt x You will be presented with a dialog box that looks like the following Create new Survey Wizard database Select which items you would like to keep X Cancel This dialog box offers to carry some data over to your new database from the current one Codes is not optional as it is generally consistent for users from database to database 3 Select OK and a final dialog box will appear asking for a name and location for the file to be saved
130. utton will be highlighted when there is a valid code entered in the licence field 3 Ifyou have an open Internet connection complete the registration by pressing the Register button 4 Ifyou do not have an open Internet connection follow the directions provided You will be directed to a website to complete the registration manually can be done on the current PC or any other PC How to Unregister Survey Wizard from your PC To unregister your licence of Survey Wizard from a PC 1 Run the Survey Wizard program 2 Select Utilities gt Unregister Survey Wizard from the main pull down menu Program setup Upgrade v Deletion confirmations Unregister Survey Wizard View activity log 3 Adialog box will appear with your licence code confirming that you wish to unregister O 2005 JRP Solutions Ltd Survey Wizard version 3 0 2 5 Unregister Survey Wizard Licence 0045 00000 003B1 00000 SAMPLE re 4 The licence field will default to your currently registered licence When the licence entered is invalid the Unregister button is greyed out as above 5 Once you have a valid licence key in the field default press the Unregister button Then there will be a confirmation dialog box select OK 6 If you have an open connection to the Internet the unregistration process will complete without any further actions and you will receive a confirmation dialog box that Survey Wizard is now unre
131. ventory 92 Project 14 Silviculture 92 Stratum 14 Troubleshooting 116 Lat 50 Layer 55 80 81 Order 62 Type 62 View 76 Leader Height 57 Legend 62 Licence 6 Code 4 7 Expiration 7 Key 7 Register 7 Transfer 7 Unregister 7 Licensee 48 Line 62 Link 62 Block 65 Plots 65 Stratum 65 List Choices 20 Live Trees 58 Location 50 Long 50 Low Elev 53 Lower Toolbar 19 Manual Registration 7 Manual Unregistration 7 Map 61 Color 17 Create 65 O 2005 JRP Solutions Ltd Index 129 Map 61 Features 62 Files 30 61 Labels 89 Layers 62 Layout 62 Link 62 Path 61 Plot Symbols 18 Print 67 Report 62 Runtime Files 15 Scale 62 Screen 65 Setup 61 Size 62 67 Tab 59 65 Troubleshooting 116 Window 62 Mapsheet 50 MedianHt 55 Menu 19 Microsoft Access 10 Microsoft Excel 28 Minimum 4 Misc Costs 71 Mobile Device Center 118 Modal DBH 55 More Plots 81 Move Block 49 Plot 55 77 84 Multi Layer Plots 80 Multi Layer Surveys 80 81 Multiple Users 28 N Navigation 19 Network 5 Installation 4 Upgrade 8 New Block 49 Database 9 File 11 Plot 77 Project 47 Stratum 52 No More Remaining Licences 7 O OLE Error 116 Opening Summary Files 89 Openings Screen 47 Summary Files 89 Tab 47 Tree 47 Options 13 Order 62 Overview 2 P Palm Backup 83 Beam 83 Block Display 75 Button Functions 73 Button Setup 73 Buttons 73 Data Collection 73 Data Entry 73 Data Transfer 83 84 Export
132. viculture Label The silviculture label is intended to describe the characteristics of the Free Growing or Well Spaced trees within the stand using the following format Fd66Lw14PI108Sx10 9 1 9 26 E 1040 08 7 Species composition of all FG or WS trees Average age of all FG or WS trees Average height of all FG or WS trees Site Index of the leading species in the stratum Site Index source Average Stand density per hectare of FG or WS trees only survey year survey type code Note The species must be preferred or acceptable in the standards for that layer before it will be displayed in the silviculture label 8 3 Troubleshooting Reports Using Excel 2000 or newer Problem Error Access to Visual Basic Not Trusted Solution 1 In Excel select Tools Macro Security Trusted Publishers Sources Tab 2 Select Trust Access to Visual Basic Project 3 Save and close Excel Excel 2007 Solution 1 In Excel select the Office button top left corner 2005 JRP Solutions Ltd 94 Survey Wizard version 3 0 Select the Excel Options button Select Trust Center Popular Formulas Proofing Save Advanced Customize Add Ins Resources e Help keep your docut Protecting your privacy Microsoft cares about your privacy For more information about how Microsoft Office Excel helps to protect your privacy plea
133. view link create the block spatially The Reports tab shows all Block and Project related reports Strata The stratum is a portion of a block separated by forest or stand conditions At the stratum level on the Openings Tree there are 6 corresponding tabs on the right side of the screen Stratum Stratum 2005 JRP Solutions Ltd 52 Survey Wizard version 3 0 4 3 1 4 3 2 Details Plots Photos Map and Reports Adding and Deleting Strata To add a new stratum e Inthe Openings Screen click on the desired project then on the New button a and select New stratum New project New block New layer Cancel OR e Right click on the desired project in the Openings Tree and select New stratum To make a copy of a stratum e Select the stratum you wish to copy and right click choosing Copy stratum e Select the block you wish to paste the stratum into right click and choose Paste stratum e Gross area net area and plots will be blank To clone a stratum e Select the stratum you wish to copy and right click choosing Clone stratum e Acopy of that stratum will be made under the same block as the original e Gross area net area and plots will be blank To delete a stratum e Inthe Openings Screen click on the desired block for deletion then click on the Delete button X and select Delete block OR e Right click on the desired block for deletion in the Openings Tree a
134. wing information for the silviculture label instead of the well spaced information Note In order for data to be exported back to Genus via a direct connection to the database ID numbers must be present for Cutblock and Activity on the Block Screen Exporting via a File 1 Open the Survey Wizard database from which you would like to transfer data to Genus 2 Organize your data in Survey Wizard such that all blocks within a Project are associated with the same Activity name blocks can be moved by right clicking on the block and selecting Move to 3 Ensure that all strata within a block have the same completion date 4 Ensure you have the following information entered all fields must match up with fields in Genus Division ID entered into Project Details Activity Name entered into Project Details must match an activity identified in a Genus maintenance table not necessarily an activity planned for that block Tenure entered into Block Details CP Number entered into Block Details Block entered into Block Details 5 Click on the Export button Y and select Genus via a file 6 Select a project and the blocks that you wish to include in the export only the blocks that have all their strata marked as Done will show up on your list 7 Select the format of the Genus Import Template that you use within Genus 8 You will be notified of the location where the export files were saved ie C Progr
135. wnloaded into a CSV file which can then be imported into Survey Wizard See Importing and Exporting Excel Files for more information Information from Survey Wizard can be exported back into Phoenix Pro by using the Phoenix regen export version x x report This produces a MS Excel spreadsheet 3 06 Exchanging Data with TFM Data can be exported to TFM by purchasing the specific Export Module for Survey Wizard When this feature is activated it will allow users the option to export to an XML file specifically formatted to export to TFM Information from TFM can be downloaded into a CSV file which can then be imported into Survey Wizard See Importing and Exporting Excel Files for more information Information from Survey Wizard can be exported back into TFM by going to the Export button and selecting TheForestManager via a file 2005 JRP Solutions Ltd Openings Screen 47 4 1 4 1 1 Openings Screen The Openings Screen is where e Projects are organized e Openings and stratum details are recorded e Plot information is downloaded to e Cost details are recorded for projects and openings Tree Views The Openings Screen uses a tree format to organize and present projects blocks and strata The tree is used for selection of strata check boxes and viewing editing data relating to the selected point on the tree The pages to the right are related to the selected node of the
136. y ate Units gt Total Conif SPH Total stems density Insert Upd Silviculture Activity gt Survey ate Units gt Density SPH Greened up SPH Insert Upd Silviculture Activity gt Survey ate Units gt Greened up SPH Average crown closure Insert Upd Silviculture Activity gt Survey Units gt Crown Closure Countable conifers Insert Upd Silviculture Activity gt Survey Units gt Count ble Conif Average Leader height cm Insert Upd Silviculture Activity gt Survey Units gt Top ht cm Stratum Site index Insert Upd Silviculture Activity gt Survey ate Units gt Site Index leading species Stratum Comments Insert Upd Silviculture Activity gt Survey Units gt Comments Stratum Recommendations Insert Upd Silviculture Activity gt Survey Units gt Comments Source Code Insert Upd Silviculture Activity gt Survey Units gt Source Code Reserve Type Insert Upd Silviculture Activity gt Survey Units gt Reserve Type Reserve Objective Insert Upd Silviculture Activity gt Survey Units gt Reserve Obj Tree Cvr Pattern Insert Upd Silviculture Activity gt Survey ate Units gt Tree Cvr Ptrn Plantable Spots Insert Upd Silviculture Activity gt Survey ate Units gt Plantable ate forest silviculture_stock Stratum Layer Insert Upd Silv Activity gt Survey Units gt stat_ ate Silviculture Layer added for history Silviculture each survey layer i e 1S 2S 3S 4S Silviculture Age Inse
137. y xls Last modified 15 02 2005 2 When prompted give your cloned report a name 3 Select your new report from the Report list and select the Edit button 4 Begin editing your report There are several rules related to editing the template that need to be followed to ensure good results The report data can be divided into single field data and repeating row data There are different rules for each type of data Single Field Data They can be placed anywhere on the report and are referenced by a specific formula They are named to be easily identified They can be displayed more than once in the workbook They can be formatted in any way Their cells and resulting values can be referenced to other worksheets for summarizing Example of single field data project_projectlabel can be typed into any location on the report and will present the project name when the report is run 2005 JRP Solutions Ltd Reports 91 ES Microsoft Excel ST_Single story clone SI File Edit View Insert Format Tools Data Window AAA A Project ENAME Licencee ENAME Block NAME Repeating Row Data e Rows of data where the number of rows is variable depending on the number of records in the database are treated differently An example would be plots relative to a stratum The stratum name and properties is a single field but the plot data would be a variable number of rows for each stratu

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