Survey Designer User Guide v1.20
Contents
1. Survey Designer USER MANUAL Version 1 2 Pear Technology Services Ltd 2012 Unit 31 Broadmarsh Business Centre Harts Farm Way Havant Hants UK PO9 1HS Tel 023 9249 9689 info peartechnology co uk www peartechnology co uk Contents 1 survey Desisner QVerVIQW reb deer a dir exer e 3 2 Iristalling Survey DESI PX a NUS 4 3 TI TOS ozawa y uy hua as 4 4 Creating Opening Saving SUFVeVys seouseeraa du DM dm uet E NON Rd ae v a n qu Cinque 4 4 1 Creating qNew SUPVeY pues Medii I IQ steh 4 4 2 Opening Survey FICS 4 4 3 S vie SURV Mm tess habia ese LOT uu a S ass 5 5 Adding Modifying and Removing a Survey Items 5 6 tem nasa mam ay ma sua 6 7 Kenr PrODe NE ILI LU MEE 7 8 AQ O SO MN MEI 7 9 8 10 8 10 1 Adding Modifying and Removing enne nnne nnns 8 TO PD uum um au edi u ua at uu 8 10 12 COTE ro a TOI CS 9 10 2 9 589 EE URS UI 10 10 3 inina S Tape toan Ite l2. 5 41102 Reference Number TzDxIsIvIeIoInL LL cua IM LI w M 4 52 Cancel As PocketGIS View Tools 14 Once the data is uploaded to Excel this is how it will appear Eie Edit View Insert Format Tools Data Window Help 6 x SRY immo amp gt 2121 10 B Z U Ei go 88 L340 ERR RT E OON Dim amp wir 4 4 gt MN Sheet1 Sheet2 Sheet3 Easting 363897 45 363901 00 363903 06 363958 32 363988 98 364001 59 364000 45 364008 61 364043 38 364099 38 364106 81 363763 00 363717 52 363705 74 363657 89 363648 72 363645 53 363639 62 363641 17 363645 66 363437 16 363418 26 363437 86 363238 65 363238 86 363241 58 363170 23 363165 24 363077 45 363063 90 363061 97 363063 99 Northing 339167 12 339171 52 339164 37 339135 99 339181 65 339133 40 339120 38 339072 21 339090 82 339082 34 339081 44 339767 06 339580 85 339482 77 339520 69 339539 86 33956820 339570 17 339572 95 339578 71 339545 05 339589 53 339699 44 339577 61 339595 04 33960878 339671 40 339814 33 339781 54 339744 83 339741 25 339670 64 Reference Number L1 L2 Ready This is how the CSV file will appear when uploaded from PocketGIS This information can be added to a map using the CSV import in PT Mapper Professional 13 2 Advanced Example The purpose of this exam
3. e Width Specifying a width of 10 for example will limit the maximum number of characters that can be entered for that item to 10 e Number of Lines The number of lines can only be specified for text items and checklist tables This is useful for items when long descriptions maybe necessary The default value is 1 line Data Field Size Width Number of Lines m 10 Tables Survey Designer lookup tables are used to hold and modify lists of items that are used to populate drop down lists and checklists in PocketGIS Setting up these lists can greatly reduce the time taken to input data during a survey There are two types of look up tables e Plain Tables Are used to populate drop down lists and checklists e Categorised Tables Generally used for long lists of information Instead of having one long list of items to scroll through in PocketGIS the user will be presented with two drop down boxes the first being the category e g Beech and the second containing all of the items in the category e g different varieties of Beech tree The output from a category list selection is always the item categories are not uploaded 10 1 Adding Modifying and Removing Tables 10 1 1 Simple Tables A simple look up table can be added by clicking on the Add Table button a name must then be specified for the table e g Condition Once a table has been added the contents can then be populated in the Table Contents box Each line r
4. Survey Title Item Name Tables Manual Examples Condition Condition Survey Items Item Type Item Properties species Condition Text v Visible C Number Read Only Decimal Mandatory Boolean Date Annotation Lookup T abl ookup T able Table Add T able Remove T able Ic diti Header dan Add Categorised T able M Checklist multi select Table Contents Auto Set Add ltem Remove Item Insert Item Capture Type Point C Line Symbol Data Field Size e js lt These options will create a PocketGIS survey item called Condition that will enable the user to select one of the four options in the Table Contents box 10 4 Checklists It is sometimes possible that two or more options from a list will apply To set up a checklist tick the checklist box Then increase the number of lines in the Data Field Size section to fit the table contents On most mobile devices a maximum of 12 is sufficient If the number of lines is not increased then browsing through the contents can be awkward 11 tem Tables Branch Condition Condition Item Item Properties Species C Text Visible Branch Condition Number Read Only f Decimal Mandatory f Boolean In f Date Annotation f Time E Add Table Remove Table h Conditi f Header Add T able w Checklist multi zelect Table Contents No visual de
5. Remember If an item is set to remember a list of recently entered items will be displayed Annotation When a feature is plotted the value of the item set with annotation on will be displayed next to the point Note that this property is only available with point features and that only one item can be used to annotate the point E g if annotation is set on for the item Tree ID the Tree ID number will be displayed next to the marker showing the tree s position 8 Auto Set The Auto set menu is available for the following item types e Text e Number e Date e Time For text and number items an automatically incremented value can be entered A start value must be given and if necessary a prefix can also be specified a prefix is only available if the item is set to text The example below will begin numbering at T1 and then continue upwards T2 T3 etc Auto Set Automatically enter a value for new features Automatically increment values Values for this item in new features will be automatically incremented Start 1 Prefix T Date and time details can be entered manually during a survey They may also be input automatically if the following settings are specified Auto Set Automatically enter a value for new features Values for this item in the PocketGIS attribute dialoque will be pre set with the current date 9 Data Field Size The size of data entered for an item can be controlled in two ways
6. copy All survey files that are to be used with PT Mapper Professional must be saved in the following location Windows 7 and Vista C Users lt USER gt Documents Pear Technology PTMapper Surveys Windows XP C Documents and Settings lt USER gt My Documents Pear Technology PTMapper Surveys 5 Adding Modifying and Removing a Survey Items An item can be added to the survey by clicking on the Add Item button Survey Designer will then ask for a name be entered for that item Selecting Add Item will add a new item to the bottom of the list of survey items Alternatively the Insert Item button can be used this will add a new survey item above the item that is currently selected An items properties and settings can be modified by first selecting the item in the Survey Items list That item can then be modified using the centre panel To rename an item double click on the item name in the Survey Items list To remove an item select it in the Survey Items list then click on the Remove Item button Survey tems Common Latin Mame Measurements Add Item Remove ltem Insert Item 6 Item Types Image A value that may contain any sequence of numbers letters and punctuation characters e g Tree 123 A whole number integer e g 147 A number that can be expressed to 2 decimal places e g 147 25 A logical data type can have one of two values e g yes or no In PocketGIS a Boolean item is displayed as a row of
7. radio buttons Image attributes allow you to attach an image such as a digital photograph to a feature Image attributes appear with an Image button in the Attributes Form Pressing the Image button displays the Image Select window which allows you to select an existing image to be assigned to the attribute or link to the built in camera When a survey is uploaded all images are uploaded with the CSV or SHP file to the same folder The file name of each image is included with the other attributes The current date can be recorded This is obtained from the Windows settings on the mobile device or tablet PC running PocketGIS The current time can be recorded This is obtained from the Windows settings on the mobile device or tablet PC running PocketGIS Allows any items listed in a Survey Designer table to be displayed as a drop down or pick list in PocketGIS Setting up headers allows the data entry form in PocketGIS to be paginated If headers are used it is important to make the first item in the Survey Items list a header since any items listed prior to the first header will not be visible in the data entry form 7 Properties Visible Sets an item to be visible in the data entry form in PocketGIS The default value is visible Read Only Sets an item to be read only Any items set to read only cannot be modified Mandatory Any item set to mandatory must contain a value before the data entry in PocketGIS can be completed
8. b ot Eo a e 10 10 4 ES Mtr A E auanuaeanecouneacent 11 IE dE m danas 12 11 1 elg co 12 11 2 Hne Feature e 12 11 3 u puq 13 12 Importing PocketGIS Connection 5 13 H3 WWORKEGUIE NAMI BIOS i uy ses aseo rbd ato oe ia p a eta E e Ub oe Eu e addu 13 13 1 X AV ETT UT LEES 13 13 2 Advanced Example a ee 16 1 Survey Designer Overview The purpose of Survey Designer is to allow users to create and modify a PocketGIS data capture scheme that can easily be transferred to PocketGIS using the tools in PT Mapper Professional In PocketGIS new features can be plotted on a map and then information and attributes recorded against that feature Survey Designer lets the user specify the type of feature they wish to capture and the details to record during the survey The details may be entered into text boxes and in order to reduce time during the survey items can be chosen from drop down lists or pick lists The user can also specify properties for an item in the survey such as making some necessary items mandatory to complete during the survey or limiting a particular item so that only numbers can b
9. ber of Lines N e E I 2 Allow table values to be added in Packet 2 Installing Survey Designer Insert the Survey Designer CD into your CD DVD drive A splash screen will appear click on the install button and follow the instructions Survey Designer is compatible with Windows 7 Vista and XP 3 Tips Survey Designer includes a hints panel in the lower section of the user interface Survey Designer will alert the user to any settings or items that may have been missed whilst creating a survey file gt This survey definition has not been given title 4 Creating Opening and Saving Surveys 4 1 Creating a New Survey File To start creating a new survey go to the File menu and select New Survey A couple of worked examples are included further on in the manual 4 2 Opening Survey Files To open an existing survey go to the File menu and select Open Survey All survey files that are used with PT Mapper Professional will be found in the following location Windows 7 and Vista C Users lt USER gt Documents Pear Technology PTMapper Surveys Windows XP C Documents and Settings lt USER gt My Documents Pear Technology PTMapper Surveys 4 3 Saving Survey Files A survey file may be saved by going to the File menu and selecting Save Alternatively it is also possible to use the Save As command so that changes can be made to a survey file without modifying the original
10. ble brace Coppice End weight reduction Comments Tree is located next to a public footpath Date 103 April 2009 Prev Cancel s 17 PocketGIS 94 13 39 X amp 3 ti PocketGIS View Tools This is how the survey will appear in Excel vw ssrs s Microsoft Excel Tree Survey Tree Survey csv PR x 19 Ele Edit view Insert Format Tools Data Window Heb BBS z zi E 10 0 Arial B IU 18 29 8 EH A Y A B D F H Easting Northing Tree ID Tree Type Height Stake present Recommendations Comments Date 470455 7 105759 63 T1 Common Alder 9 8 No End weight reduction Tree is located next to a public footpath 20090403 COON Dm amp Ww hol gt H Tree Survey Tree Survey Ready 18
11. d tables Translation schemes created for existing geographical data cannot be imported into Survey Designer PocketGIS Maps created by PocketGIS Connection or Survey Designer PT Mapper can both be used on the same PocketGIS device simultaneously as long as they have unique names and matching PocketGIS units To import a PocketGIS Survey 1 Openanew survey File menu New survey 2 Import the PocketGIS scheme TSP file File menu Import TSP Select the PocketGIS Connection scheme file and click on Open 3 Check the settings in Survey Designer 4 Save the Survey 5 Next time PT Mapper Pro is opened the new survey will appear in the list in the PocketGIS panel 13 Worked Examples 13 1 Simple Example In many cases of data capture it will only be necessary to record the location and a unique reference number of a feature This example explains how a series of lamp posts can be plotted Open Survey Designer a new blank survey will appear In the Survey Title box enter the name Lamp Post Survey A lamp post will be plotted as a point feature Check that the capture type is set to point Select a symbol that you want to represent the lamp post when it is plotted in PocketGIS The only item that will be recorded against a lamp post is a reference number Click on the Add Item button and enter the name Reference Number 6 Theltem type will automatically be set to Text and the item will have no properties set other than being
12. e entered or set limits on the amount of information that can be entered For those users who have some experience using database software a survey item is equivalent to a field in a database each field then has similar database properties Once a survey is completed the information can be exported from PocketGIS in CSV or SHP format The information recorded for each feature can be viewed in Excel and the geographical features plotted in PT Mapper Survey Title Item 655837 Survey W109 Tree ID po p ltem Properties 7 Crown and Basal BS5837 103 v Visible Stem cond Number Read Only Life Expectancy Decimal v Mandatory Sub Category Phys Cond Logical Remember Hours Image v Annotation Priority E Date L Add T able Remove T able Time eee r Lookup T able gt Table Add Categorized T able Likely Bat Habitat EE Measurements Header Sumber af Stems E Checklist multi select r T able Contents Height im stem Dia imm Common Mame Latin Maturity e 9 9 9 9 9 D epends an r Auto Set EE Additem Remove Item Automatically enter a value for new features Automatically increment values Insert Item r Capture Type f Point Line woe C3 CT oe P Symbol Data Field Size a Width Num
13. epresents a single item in PocketGIS items can be typed into the contents box or copied and pasted from an existing list in an Excel spreadsheet or Text file To modify a table name double click on the name in the tables list To modify the contents of the table first select the appropriate table items can be added removed or modified in the contents box To delete a table first select the appropriate table from the Tables list then click on the Remove Table button T ables Condition Species Branch Condition T able Remove Table Allow table values to be added in PocketGls 10 1 2 Category Tables A category lookup table is added by clicking on the Add Categorised Table button A name for the table must be entered along with the titles of the first two categories Subsequent categories can be added by clicking on the Add Category button Once all of the categories are added the items for each category can be entered by typing into the Content box or copied from an external source Tables Condition Species Add T able Remove T able Add Categorised T able T able Contents Categories Contents Common Beech Dawyck Beech Weeping Beech Coppper Beech Oriental Beech Chinese Beech Add Category Remove Category To modify a categorised table first select the appropriate entry from the Tables list To add categories click on the Add Category button to modify the name of an existi
14. fects Auto Set Apical die back Damage wounding Minor dead wood Major dead wood Old pruning wounds Cavities Weak fork Cable rob brace present Witches broom Low hanging branches Data Field Size M Number of Lines 12 m 11 Display Settings 11 1 Point Features A choice of symbols are available in Survey Designer The symbol size can be altered and if necessary an annotation label can be placed above the point The default colour is black no other choice is available Capture Type Point Line Symbol ouio 11 2 Line Features Line colour and width can be specified Capture Type Paint f Line Line Style E aM n E 12 11 3 Area Features Line colour and width for area features can be selected in the same way as line features There are no fill colour options available 12 Importing PocketGIS Connection Schemes For users of PocketGIS Connection Survey Designer includes a facility for importing PocketGIS Connection translation schemes TSP files A TSP file can be imported into Survey Designer from the File menu Import TSP Survey Designer will import all of the features and settings as shown in the left and centre panel It is important to note that attribute codes and lookup table codes are not available and not imported into Survey Designer This feature is designed to import a single PocketGIS feature and its associated attributes settings an
15. lder Grey Alder Se the lookup table to tree type 8 Adda new item called Height and set the item type to decimal This will allow numbers to be recorded e g 8 10 but now allow any other characters to be entered 9 Adda new item called Stake present and set the item type to logical A text box could be used for this although it is far simpler to add a row of radio buttons that requires one tap to enter a value 10 It s time to create a second page for the data capture Add a new survey item called Recommendations Comments and set the item type to Section Header 11 During a tree survey it might be necessary to recommend works that need to be carried out to the tree Add a new item call it Recommendations and set the type to table Add a table and call it Recommendations Create a list of work items e g Cable brace Coppice End weight reduction Set the lookup table for this item to recommendations Because it may be necessary to specify 2 or more items check the checklist box as well So that more of the options appear on screen set the number of lines to 5 12 Create a comments box Add a new item and call it Comments set the item type to text and set the number of lines to 5 13 It s always useful to include the date a survey is carried out this can be done automatically Add a new item and call it Date set the item type to date In the Auto set section check the box for automatically enter a value for new feat
16. ng category double click on the name To modify the contents of a category select the appropriate table and category and then add remove or modify items in the contents box To delete a category table first select the appropriate table from the Tables list then click on the Remove Table button 10 2 Table Options Dependant lookup The values displayed in a drop down list may be filtered according to a value selected for a previous item Selecting an item from the Depends On list activates this option and can be used for tables and categorised tables This option is often useful because a category can be output with a look up value For example a table containing a list of Latin names of trees could be dependant on the value selected for the common name Allowing table attributes to be added in PocketGIS It s not always possible to predict in advance the values that might be entered during a survey e g the target a tree may hit if it were to fall Therefore in PocketGIS there is an option to add new items to a drop down list for the duration of that survey To activate this option tick the box to Allow table values to added in PocketGIS 10 3 Linking a Table to an Item The previous section of the manual explained how to add and modify tables the table must now be associated with a Survey Item First create a new item e g Condition then set the Item Type to Table From the Lookup Table section choose the appropriate table 10
17. ple is to demonstrate a wider range of features available in Survey Designer In this example a basic tree survey will be created the following items will be included Survey Item Name Item Type Item Settings Properties and Tables Page 1 Tree Survey Section Header SS Mandatory annotation Tree Type Category lookup table Height Stake Present logical Page 2 Section Header Recommendations Comments 5 lines Auto set On 1 Open Survey Designer a new blank survey will appear 2 Inthe Survey Title box enter the name Tree Survey 3 A tree will be plotted as a point feature Check that the capture type is set to point 4 Select a symbol that you want to represent the tree when it is plotted in PocketGIS 5 Addthe first survey item in this case will be a header Click on the Add Item button enter the name Tree Survey and set the item type to Header 6 Addthe tree ID Add a new item call it Tree ID set the item type to Text Check the mandatory and annotation items in the item properties box 7 Adda new item called Tree Type and set it to be a table There are so many types of tree that it is not advisable to create a single list It is far better to categorise the trees by type genera Create a new categorised table call it Tree Type and begin by entering the categories e g Alder Apple Beech Birch Cedar Now click on each category and enter the common name for each tree e g Common Alder Green A
18. ures 14 The final step is to save the survey Go to the file menu and click on the Save survey Make sure that the file is saved in the following location 16 Windows 7 and Vista C Users lt USER gt Documents Pear Technology PTMapper Surveys Windows XP C Documents and Settings lt USER gt My Documents Pear Technology PTMapper Surveys This is how the survey should appear in Survey Designer Survey Title Tree Survey Survey tems stake present Hecommendatians Comments Recommendations Comments Date Add Item Remove Item Insert Item Capture Type Point Line Symbol s Item Tree Survey Item Type Item Properties f Text v Visible t Number Read Only Decimal Mandatory f Boolean i Date Annotation Time Lookup T able f Table Header zl F Auto Set E lm m7 Data Field Size Number of Lines m This is how the survey will appear in PocketGIS PocketGIS r 13 37 X Tree Survey Stake present C Yes No Unknown Prev Cancel s Tables Tree Type Recommendations Add Table Add Categorsed T able Remove T able Table Contents Cable brace Ey Coppice End weight reduction Prune Raise low branches Re inspect Reduce crown by 11 Reduce crown by 15 Reduce crown by 21 ive PocketGIS er 13 39 ok Recommendations Comments Recommendations Ca
19. visible In PocketGIS this will create a one line text box where a string of numbers or letters can be entered DN uU e Dep 13 7 Itis often useful to display the reference number against the point in PocketGIS To enable this check the Annotation box 8 The final step is to save the survey Go to the file menu and click on the Save survey Make sure that the file is saved in the following location Windows 7 and Vista C Users lt USER gt Documents Pear Technology PTMapper Surveys Windows XP C Documents and Settings lt USER gt My Documents Pear Technology PTMapper Surveys Survey Designer settings survey Title Item Mame Tables Post Survey Reference Number Survey bens 7 ltem M Item Properties Reference Number Text Visible f Number Read Only Decimal Mandatory t Boolean Remember Date Annotation AL tamie Add Table Remove Table Table Header El Add Categorized T able Checklist multi selec Table Contents Categories Contents Auto Set Remove tem amp utamatically enter a value for new features E 3 LEGE allii mieremerni We Capture Type fe Point Line Start gu Data Field Size wu Number of Lines Add Category Remove Category This is how the survey will appear in PocketGIS ne PocketGIS er 11 01 ok
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