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Collector and Survey123 App Tips

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Alena edited this page Jul 16, 2019 · 12 revisions

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Collector and Survey123

Soil Scientist have used ESRI’s Collector and Survery123 Apps for collecting data in the field. The apps work on iOS, Android, and Windows 10 smart devices. The Collector App provides the ability to collect and update information in the field as a point or line feature class. It also has the ability to take data offline, when all feature layers and maps are marked to sync offline. Survey123 is designed to answer survey questions, it can include one geopoint location. It can be setup to select prepopulated answers and only show options based on your answers to previous questions. The survey data can be submitted as completed or saved and submitted at the user’s convenience. The point feature class can be added to the Collector app to use in conjuncture together. The feature layers can also be added and edited, if necessary, in ArcMap or ArcGIS Pro.

Collector Tips

Survey123 Web Wizard

A survey can be created in Survey123 web wizard or Survey123 Connect software. There is a list of common questions to choose from. Questions can be added to the form and modified for convenience. Some options include Single line or Multiline text, single or multiple choice, dropdown, date, and image attachment. There are also several themes to choose from. Some analysis options with each question on the website include, histograms, bar or pie charts, and maps. The data tab shows a map and attribute table with options to download CSV, shapefile or file geodatabase.

Survey123 Connect

It’s best to create the form in Survery123 Connect verses on the website, so that calculations can be added. It can also be set to calculate the latitude and longitude from the geopoint. It uses excel to create the form. It has worked best to only make the form display only what the user will enter in the field. The other information can be entered in office. Those columns can be hidden until they are exported out to excel. Another option is to create a feature class in ArcGIS with all the columns and domains, upload to AGOL, and use the Feature Service option when creating a New Survey in Survey123 Connect. It will use automatically add all the column information with the dropdown domains. Then, that feature service can be used in Survey123 and Collector.

Collector and Survey123 provide a way to collaborate and share data utilizing ArcGIS Online. These could be used for collecting transect, pedon, or OSD data. They could also be used for capturing location of water data loggers and metadata information or issues in the field that could be used for a future project.

Requirements for ArcGIS Online (AGOL):

  • ArcGIS online user account
  • Phone or tablet with wireless accessibility, if in the field – ability to work offline with the Collector App

Getting Started:

  • Download the app
  • Login to the app
  • Download the map or survey onto the smart device

Survey123 Tips:

Survey123 Connect Setup Column Tips:

  • add - now() - to default column for date/time
  • add - property("username") - to calculation column- auto fill when signed in
  • can read a barcode
  • extract information from the geopoint - enter in calculation column - for latitude or longitude - pulldata("@geopoint", ${location}, "y or x")
    • o pulldata("@geopoint",${geopoint},"y")
    o pulldata("@geopoint",${geopoint},"x")
    o pulldata("@geopoint",${location},"horizontalAccuracy")
    o pulldata("@geopoint",${location},"UTM.zone")
    o pulldata("@geopoint",${location},"UTM.zone")
    o pulldata("@geopoint",${location},"UTM.text")
    o pulldata("@geopoint",${location},"UTM.easting")
    o pulldata("@geopoint",${location},"UTM.northing")
    o pulldata("@geopoint",${location},"DD.text")
    o pulldata("@geopoint",${location},"DMS.text")
    o pulldata("@geopoint",${location},"DDM.text")
  • convert inches to centimeters - 2.54*${column_name}
  • set domain drop down columns "appearance" column to 'minimal'

If there are any issues signing into Survey123 Connect, search for 'Credential Manager'.Click on 'Windows Credentials'. Find the 'Survey123...,' click the down arrow, and click on 'Remove'.

Tile Package Kreator

Map Packages can be created with Tile Package Kreator. The map packages can be loaded on a smart device to provide functionality in the field without service for Survey123 and Collector. Also, requires AppStudio for ArcGIS to be installed. Probably, could just create the packages in ArcGIS Pro.

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