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GPS Data Collection with
Esri’s Collector App
Michele Mattix
Meet Your Instructor
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Michele Mattix
GeoMattix.com
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GISTrainingVideos.com
GIS Training & Consulting
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Trimble GPS
Esri Partner
Copyright GeoMattix 2015
What We’ll Cover
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Equipment & Workflow
Prepare a Project
Use Collector in the Field
Integrate Field Edits
ArcGIS for Desktop: Basic license
I use an iPhone
This technology is changing rapidly – always check
with Esri for updates and new functionality
Copyright GeoMattix 2015
Many Workflows
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SDE multi-user database
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Versioning
ArcGIS for Server…or not
ArcGIS for Desktop: Basic, Standard, Advanced
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Attachments
Related tables
Copyright GeoMattix 2015
Esri’s Collector App
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iOS and Android FREE app for mobile GIS
Works online and offline (cellular/wifi)
Collect and edit field data using GPS
Find places - get directions
Syncs field data with web map in AGO
Capture and share photos and videos
Supports related tables
Copyright GeoMattix 2015
What Do I Need?
ArcGIS Online Organizational Account
- ArcGIS for Desktop
- iOS
- Android
- Collector app
- GPS
+ External
ArcGIS
for
Server
OPTIONAL
Copyright GeoMattix 2015
Desktop Requirements
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ArcGIS for Desktop – any license
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Standard or Advanced for photos and related tables
(ArcInfo)
(ArcEditor)
(ArcView)
Copyright GeoMattix 2015
Advanced
Standard
Basic
ArcGIS Online
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Esri’s subscription-based cloud platform
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Integrated with Esri products
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Share and use maps, apps, data, and more
from your organization and the Esri
community
ArcGIS Online
ArcGIS for Desktop
ArcGIS for Server
ArcPad and ArcGIS for Windows Mobile
Secure access to protect your data
Copyright GeoMattix 2015
Device Requirements
iOS
• iOS 7 or later
• iPhone
• iPad
• iPod Touch
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Get Collector app from App
Store
Android
• Android 4.0 (Ice Cream
Sandwich) or later
• ARMv7 or x86 processor
• OpenGL ES 2.0 support
• Precise location (GPS and
network-based) support
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Get Collector app from
Google Play
Copyright GeoMattix 2015
Data Requirements
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ArcGIS Online
organizational account
Web map data can include:
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ArcGIS Online
Portal for ArcGIS
ArcGIS for Server services
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Editable data includes:
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Map and feature
Tiled map, imagery
WMS
KML
Copyright GeoMattix 2015
Feature services
Hosted feature layers
Must be geodatabase
format
Workflow 1 – File GDB
ArcGIS Online
Collector
Desktop
Master
Data
Manual Edits
Copyright GeoMattix 2015
Field
Data
No Dynamic Link
ArcGIS Online
Collector
Desktop
Master
Data
Copyright GeoMattix 2015
Workflow 2 – Server
ArcGIS Online
Server
Collector
Desktop
Master
Data
Copyright GeoMattix 2015
File Geodatabase Workflow
Prepare
GDB
• Default values
• Field alias
• Domains
Prepare
Data in
MXD
Publish
Hosted
Service
• Symbology
• Scale dept
• Full extent
• Sign in AGO
• Share
Create Web
Map
• Log on to AGO
• Add your service
• Configure settings
Share
the Map
Integrate
with fGDB
Sync with
AGO
• Requires
manual
edits
• Auto when
online
Use
App
• Sign in
• Open map
• Download (opt)
Copyright GeoMattix 2015
• Public
• Organization
• Groups
Prepare a Project
Build Your Geodatabase
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File or SDE GDB
Geodatabase behaviors are honored
in Collector
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Alias field names
Coded value domains  pick list
Default value  pre-populated attribute
Related tables
Attachments store photos
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Standard and Advanced licenses
Copyright GeoMattix 2015
Geodatabase
About Attachments
ArcGIS Online
GDB
Feature Class
Feature Service
Attachments
Enable Attachments
Check to assess credit
usage for storage.
Copyright GeoMattix 2015
Attachments with Basic License
GDB
ArcGIS Online
Feature Class
Service Layer
Enable Attachments
Requires additional work
Check to assess credit
usage for storage.
Copyright GeoMattix 2015
Set Layer & Map Properties
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Choose Esri Optimized styles for best performance
Scale dependency - layers
Full extent – data frame
Do not add an ArcGIS Online basemap
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It will not publish as a service
You can add this later
Save your map
AGO web map will automatically omit system
attribute fields from the pop-up form
Copyright GeoMattix 2015
Publish Data as a Service
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Data need to be available online
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ArcGIS for Server
ArcGIS Online – organization account
For ArcGIS Online – be sure to sign in to your
account from within ArcMap
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File > Sign in
Copyright GeoMattix 2015
Publish the Service
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File > Share As > Service
Choose an existing connection or create new one
ArcGIS Online: My Hosted Services (org name)
Capabilities
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Check ON Feature Access
Check OFF Tiled Mapping
Feature Access
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Create, Update, Delete, Sync
Copyright GeoMattix 2015
Publish
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Analyze the service for errors or warnings
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Manage results in Prepare dialog
Publish the service
Save your map – minimize/close ArcMap
You have published a feature service that is
hosted on AGO
Copyright GeoMattix 2015
Build a Web Map
ArcGIS Online
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Sign in to your ArcGIS Online account (org)
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Can use Portal for ArcGIS
www.ArcGIS.com
My Content - manage your AGO content
Copyright GeoMattix 2015
Build a Web Map
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Add your map service
Select a basemap
Configure the pop-up window
Application settings
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Search settings
Routing
Offline mode
more
Copyright GeoMattix 2015
Enable Attachments on Service Layer
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AGO: My Content >
Feature Layer
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Click to view details
Scroll to Layers
Dropdown > Enable
Attachments
Can enable attachments
in AGO for ALL feature
services.
You can enable attachments in
AGO for use in your web map,
but they must be defined in
the GDB to store them there.
Copyright GeoMattix 2015
Use Collector in the Field
Collector: Map Gallery
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Sign in to Collector app
Map cards
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View details about a map
Open a map
Download
Action button
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Sign out
Account settings
More
Map
Card
Copyright GeoMattix 2015
Application Settings
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Units of measurement
Download & sync
Copyright GeoMattix 2015
Download & Synch
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(optional) Download a
map for offline
workflows
Only enabled for maps
that can be taken offline
Sync map with AGO
when connected to sync
with AGO
Copyright GeoMattix 2015
Menu
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Tapping on “All Maps” opens a
menu
All Maps
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Maps you’ve authored
Maps from groups you’ve joined
My Maps – ones you’ve authored
Group maps show below
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You must be a member of the group
The map(s) must be for data collection
Copyright GeoMattix 2015
Map
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Maps – goes to Map Gallery
My Location – GPS
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location not fixed
location fixed & centered
on map
location fixed, not centered
Save battery by tapping My
Location to turn it off when
not needed
Copyright GeoMattix 2015
Map (continued)
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+ Collect New tool
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Search tool
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Place name; Feature
Address; XY
Configured by map author
More – reveals 2nd tier of
tools
Copyright GeoMattix 2015
Map (continued)
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Bookmarks
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Previously defined POIs
My Places you’ve stored
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Layers
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Find/delete locations
Turn on/off a layer
Measure – lengths / areas
Basemap – change it
Copyright GeoMattix 2015
Viewing a Map and Features
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Extent is based on your location
Tap existing feature to see its info
Copyright GeoMattix 2015
View/Edit Existing Feature
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Flick to reveal list of features
Use action button
to:
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Zoom to, copy
Edit, delete
Edit – can overwrite existing
attributes
To edit location of feature:
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Tap Map to view location on map
Tap new location to move feature
or use GPS location
Copyright GeoMattix 2015
Searching Features
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Configure search settings in AGO
Use Search tool
Select features to search
Map zooms to search results
Tap
button to expose menu
Copyright GeoMattix 2015
Collect New Feature
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Map open and zoomed in to your
location
Tap Collect New button +
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Select type of feature
Attributes display in data entry form
Go to Map to access streaming tool
for lines/polygons
Add photo if you have attachments
Tap Submit when finished
Copyright GeoMattix 2015
Ways to Add Feature
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Collect New tool (previous slide)
Tap the map
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Copy existing feature
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Long tap map location to drop pin
Action button
> Collect Here
Select feature to copy;
> Copy
Collect settings
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Required accuracy
Streaming interval
Copyright GeoMattix 2015
Point Features
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Attributes page
GPS XY location used
Use My Location
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Update XY
Add new vertex
View results on map
using Map button
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Collect Attributes button
to return
Copyright GeoMattix 2015
Lines and Polygons
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Stream / Pause
Use My Location
Delete Vertex
Undo
Delete
Copyright GeoMattix 2015
Add a Photo
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Tap the Attachments icon
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Must be editing a feature
Only visible if data supports attachments
Choose existing or take new photo
Tap Done
Can manage photos (delete one)
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> Add
Attachments > Tap the photo > Delete
Save edits by tapping Update
View attachment: Select feature >
Show details
Copyright GeoMattix 2015
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Synchronize the Data
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Working online
Manually synchronize if
offline
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Once you come online
From Map Card
Web map updated
Reload map in Collector to
view changes to web map
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Map Card > information
Copyright GeoMattix 2015
Integrating the Field Edits
Update the GDB
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Published to ArcGIS for Server
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Master database is an SDE GDB
The service is updated which updates the GDB
Published as Hosted Service in AGO
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The service is updated
Must manually update the file GDB
Copyright GeoMattix 2015
Manual Update
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ArcGIS Online > My Content
Feature service > Open in ArcGIS for Desktop
Browser downloads a .pitem package  ArcMap
Copyright GeoMattix 2015
Save Local Copy
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Not necessary for copy/paste
Save a local copy for editing
fGDB saved in
default folder
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ArcCatalog > Options
Copyright GeoMattix 2015
Use Editing Tools
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Open master feature classes AND new copied
feature classes in same map
Use editing tools to copy/paste field edits into
master GDB
Copyright GeoMattix 2015
Attachments?
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If GDB feature class has attachments enabled
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Attachments should transfer with data
Standard and Advanced licenses
For Basic license
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Use/view attachments in web map
Currently no tool to download attachments from AGO
Manually edit the REST endpoint to create a replica
Must do it for each feature service layer with
attachments
Copyright GeoMattix 2015
REST Endpoint
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REpresentational State Transfer
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API that allows access to services, liked hosted feature
services on ArcGIS Online
Endpoints are URLs for services
Define properties of the service
Programmers work with Java, .NET, Python, and
other languages to work with the REST API
Copyright GeoMattix 2015
Replicating the Endpoint
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Access REST endpoint
properties from AGO
Make replica with
altered properties
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Return Attachments
Sync Model
Data Format
Optional: Create
Replica
Asynchronously
Copyright GeoMattix 2015
Accessing Attachments
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Replica endpoint URL saves local copy of GDB
Contains related table of attachments
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Basic license: can view related tables / attachments
but cannot create them
Copyright GeoMattix 2015
Summary
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Use Collector for GPS field data collection
Hardware and software requirements
File geodatabase workflow
Create a web map in ArcGIS Online
Integrate field edits with file GDB
Working with photos in Collector
Copyright GeoMattix 2015
GeoMattix.com
GISTrainingVideos.com
Copyright GeoMattix 2015