David Gruber NRCS Natural Resources Database Specialist Customer - - PowerPoint PPT Presentation

Customer Service Toolkit David Gruber NRCS Natural Resources Database Specialist Customer Service Toolkit Module 8A - 2013 1

Customer Service Toolkit

• Official software used to:

– Record conservation planning activities – Report progress towards agency goals – Produce the Conservation Plan according to NPPH, Subpart D, § 600.31

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Customer Service Toolkit v6

• Software was released in early calendar year

2013

• Replaces CST v5 which was released in early

2005

• v6 was required due to Microsoft ceasing

support of Windows XP in favor of Windows7

• ArcGIS v10 integrated with this deployment of

CST

• Toolkit is going to be with us for a long time

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Updated Customer Service Toolkit

Planned Deployment - 1st Release December 2013, 2nd Release in 2014 New Features: – Automated data migration – Ability to identify practices for Working Lands for Wildlife – Transitions planning data to the Single Plan concept – Incorporates new land uses and resource concerns – Automates performance reporting Benefits: – Eliminates the clean up of plan data prior to migration – Prevents overlap of conservation plans data (a.k.a. pancaked plans). – Reduce progress reporting time by field staff

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Updated Customer Service Toolkit

Impacts: – All land units and practices must be digitized – Requires additional training prior to use – Migration and deployment are currently planned during peak planning time Training: – State Toolkit Coordinator training will be provided via web meetings – Training materials and videos will be provided prior to migration Future Releases: – CSP enhancements, geospatial practice scheduling and automated practice symbology

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Permissions

• Before you can use Toolkit you must be

granted permissions – this is in addition to having an internal eAuth account

• Permissions are requested by supervisor and

are submitted to David Gruber

• NEVER use Toolkit using another person’s

permissions

• NEVER, NEVER, NEVER

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First steps:

• Toolkit Preferences

– Custom County Data Management – Field Office – Conservation District – Practice Narratives – GIS Tools – Choice Lists

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Custom County Data Management

• Defaults to only the first

5 counties alphabetically

• Counties which are not

selected will not appear in choice lists

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Field Office / Conservation District

• Click Update button
• Make selection
• Check the Default box
• Click Save

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Practice Narratives

• This tab does NOT allow

editing of narratives

• Allows the selection of

practices / enhancements

• Can be used to remove

practices not common to county

• Can be used to limit list to only enhancements when

creating stewardship plans for CSP

• URL for job sheets

https://nrcs.sc.egov.usda.gov/central/mo/techres/Lists/Job%20Sheets/AllItems.aspx

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GIS Tools

• Always set options to

– Advanced – All Planning Land Units

• NAD 1983 UTM Zone 15N

– Most Missouri counties

• NAD 1983 UTM Zone 16N

– 5 boot heel counties

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Understanding Data Structure

• National Conservation

Planning Database (NCPDB)

– Customer information – Land units – boundaries and attributes – Practice Schedule – Digitized practices – Conservation contracts

• Database is located in

USDA web-farm on replicated servers.

• Integrates with PRS
• Integrates with

ProTracts

• Data is locked in NCPDB

and copied to user’s personal geodatabase at checkout

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Understanding Data Structure – cont’d

• Toolkit Endpoint
• Folder on local CCE server

designated for each county

• Users do NOT have write

permissions to this data

• Contains all other data

– ArcMap documents – Shapefiles – Microsoft Office (Excel, Word, etc.) – Photography – Acrobat

• At checkout these

documents are copied to the users “My Customer Files Toolkit” folder (often mapped as O:\)

• Users have permissions to

the data only after checkout

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Determine if Customer Folder Exists

• ALWAYS perform

complete exhaustive searches to prevent duplicating land units prior to creating a new folder

• New customer folders

can be created when needed

• Search by:

– Owner name – Operator name – Prior owner name – Prior operator name – Tract number – Prior tract number – Business ID (farm number) – Prior Business ID

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Searching for customer folder

• Before working with a customer you must check it out
• Select the county where the data is stored
• Enter additional search criteria – do not enter to much

criteria, keep the search simple

• Click [GO]
• You will need to authenticate using your LincPass or your

eAuth credentials if you do not have a LincPass

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Checking Out

• Select the customer folder that you need to work with
• Click the [Check Out] button
• The data will copy from the NCPDB and Endpoint and will

display as one of “My Checked Out Folders.”

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What to do with existing plan?

• Continue planning

process adding data to existing plan

• Delete/archive existing
• plan. Create new plan in

existing customer folder

– May need to rename folder and change customer

• Delete existing customer

folder and associated

• plan. Create new folder

and plan

• NEVER create a new

folder or a new plan in an existing folder if a plan already exists for those same land units.

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Creating a New Customer Folder

• Click Create New

Customer Folder button

• Located on Toolkit

Toolbar

• Search for customer is

SCIMS

– Customer must exist in SCIMS database

• Specify

– County – Customer – Business ID (Identifier)

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Toolkit-ArcMap

• Customer Service Toolkit integrates with

ArcMap 10 to manage spatial data

• ArcMap bridges across NCPDB and endpoint

data and can display both data sources on the same map document

• To start ArcMap, open the customer folder and

go to the Customer File tab

• Open the ArcGIS_Projects folder
• Double-click the project to open

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Land Units

• If there is an existing plan, load

these features using the [Select a Plan] tool

• If there is no existing plan,

create a plan using the [New Toolkit Layer] tool

• If land units do not exist after

using the [Select a Plan] tool, use the [New Toolkit Layer] tool – Link to existing plan database option

Select a Plan New Toolkit Layer

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Existing Land Units

• ALWAYS be extremely careful when editing existing

land units

• NEVER make any edits to land units if a part of the

tract is included in a ProTracts contract

• Be certain to never create pancakes – land units that

partially or completely overlap on other land units in the same conservation plan or another plan in this

• r any other customer folder

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FSA’s Common Land Unit layer

• FSA will periodically export the farms, tracts, and

fields used for their producer programs to a common land unit (CLU) shapefile that NRCS can use as the basis for conservation planning land units.

• NRCS planners are encouraged to use this data as

the starting point for digitizing land units for conservation planning activities

• This presentation assumes that the CLU is being

used for this purpose.

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New Toolkit Layer – Planned Land Units - 1

• Prior to using the [New

Toolkit Layer] tool to create planned land units, you should use the [Select By Attributes] tool to select the land units from the CLU

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New Toolkit Layer – Planned Land Units - 2

• Land units are added to the

NCPDB by editing the user’s Personal geodatabase

• Land units can be created in

a new plan database or added to an existing plan database

• NEVER create a new plan

database if there is an existing plan database –

• nly use the [Link to existing

plan database] option

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New Toolkit Layer – Planned Land Units - 3

• When prompted

regarding a “source layer” click [Yes]

• Select the CLU layer as

the source

• Check the [Use Selected

Features] option

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New Toolkit Layer – Planned Land Units - 4

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• The selected land units

will be copied from CLU into a new Toolkit land units layer

Editing land units

• NEVER make any edits to

land units if a part of the tract is included in a ProTracts contract

• Avoid editing land units

after planning practices

• NEVER use [Split] or

[Merge] tools on land units with planned practices

• Available editing tools (from left

to right)

– Undo – Redo – Select Field – Copy Fields – Paste Fields – Add Field – Split Field – Merge Fields – Topology Edit Tool – Reshape Field – Vertex Edit – Add Circle – Center Pivot Tool

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Land Unit Attributes

• Must set attributes prior

to planning practices

• Used to

– Identify fields – Designate land use – Specify HEL status – Record field size

• Local Land Use values are

maintained in Toolkit Preferences

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Conservation Practices

• Practice data is stored in the NCPDB by editing the user’s

personal geodatabase

• Conservation practices are indicated on the plan map as

point, line, or polygon features, depending on the specific practice

• All practices of a specific feature type (point, line, or

polygon) are in the same layer

• Different practices are identified on the conservation

plan map by setting attributes and specifying different feature symbology

• DO NOT digitize practices in a resource inventory layer

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Existing Practices

• Existing scheduled practices may not be digitized in a

Toolkit practice layer

• At this time, do not attempt to add these practices to

the Toolkit practice layer

• Digitize all new scheduled practices in the

appropriate Toolkit practice layer

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New Toolkit Layer – Practices - 1

• Only one practice layer
• f each feature type can

be created for a conservation plan

• Using the [New Toolkit

Layer] tool, select the correct feature type for the practice to be added

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New Toolkit Layer – Practices - 2

• Practice layers are created in edit mode
• Each feature type has a different editor toolbar

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Point Editor Tools

• Copy
• Paste
• Undo
• Redo
• Edit Tool
• Select Practice Point
• Add Practice

Line Editor Tools

• Copy
• Paste
• Undo
• Redo
• Select Practice Line
• Add Practice
• Split Practice Line
• Reshape Line Practice
• Practice Vertex Edit

Line Editor Tools

• Copy
• Paste
• Undo
• Redo
• Select Practice Polygon
• Add Practice
• Split Practice Polygon
• Reshape Practice
• Practice Vertex Edit
• Add Circle

Multipart Practices

• Finishing digitizing practices

such as terraces with a double-click will result in a practice schedule for each terrace and require setting attributes for each terrace separately

• Finishing digitizing of such

practices with a right- click/Finish Part will result in one practice schedule for a system a require setting the attributes for the system once.

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Practice Attributes

• Must set attributes for

practices

• Used to

– Identify fields – Practice Code/Name – Planned/Applied amounts – Planned Month/Year – Applied Date

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• Practice Narrative and Program code must be set on the

Practice Schedule tab in Toolkit and cannot be set in ArcMap

Practice Layer Symbology

• Use the Layer Properties – Symbology tab to specify

the symbols to use for specific conservation practices. NRCS Planning Symbology is located at C:\Program Files\ArcGIS\Styles\NRCS Planning.style

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New Toolkit Layer - Resource Inventory

• Resource Inventory data is

stored in Endpoint data as Shapefiles

• Resource Inventory features are

indicated on the plan map as point, line, or polygon features, depending on the specific feature

• All inventory features of a

specific feature type (point, line, or polygon) are in the same layer

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• Layer Name – This is the name that appears in the Table of Contents and in the

map legend

• File Name –

This is the name of the files that are stored on the Endpoint location

New Toolkit Layer – Resource Inventory - 2

• Resource Inventory layers are created in edit mode
• Each feature type has a different editor toolbar

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Point Editor Tools

• Undo
• Redo
• Edit Tool
• Select Point Feature
• Add Feature

Line Editor Tools

• Undo
• Redo
• Edit Tool
• Select Line Features
• Add Line Features
• Split Line Features
• Merge Features
• Reshape Line Feature

Line Editor Tools

• Undo
• Redo
• Select Polygon Feature
• Add Polygon Feature
• Split Polygon Feature
• Merge Features
• Reshape Polygon
• Add Circle

Resource Inventory Attributes

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• Must set attributes for resource

inventories

• Resource Inventory Type options

are limited to: – Building – Canal – Ditch – Resource Concern – Waterway

• Users can also enter text in the [Type] field. These are not added to the

choices for later use.

New Toolkit Layer – Build Your Own

• Build Your Own data is

stored in Endpoint data as Shapefiles

• Build Your Own features

are indicated on the plan map as point, line, or polygon features, depending on the specific feature

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• Layer Name – This is the name that appears in the Table of Contents and in the

map legend

• File Name –

This is the name of the files that are stored on the Endpoint location

New Toolkit Layer – Build Your Own- 2

• Build Your Own layers are created in edit mode
• Each feature type has a different editor toolbar

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Point Editor Tools

• Undo
• Redo
• Edit Tool
• Select Point Feature
• Add Feature
• Attributes

Line Editor Tools

• Undo
• Redo
• Edit Tool
• Select Line Features
• Add Line Features
• Split Line Features
• Merge Features
• Reshape Line Feature
• Attributes

Line Editor Tools

• Undo
• Redo
• Select Polygon Feature
• Add Polygon Feature
• Split Polygon Feature
• Merge Features
• Reshape Polygon
• Add Circle
• Attributes

Build Your Own Attributes

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• Must set attributes for Build Your

Own features

• The user creates the attribute

categories and values.

• Attribute categories (Fields) are

created using the Catalog Window button

• Attribute values are set using the

Attributes tool

• Build Your Own Layers have no

standard attributes, so there is not standard dialog to set attributes – your must “Build Your Own”

Additional Toolkit Tools

• [Import Legacy

Shapefiles] tool is no longer used

• [Toolkit Digitizer] is

used to edit a data layer

• [Digitizing] is used to

toggle the editor toolbar when the toolbar has been closed while still in editing mode

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―Zoom to Plan ―Select a Plan ―Import Legacy Shapefiles ―Feature Summary ―Map Products ―Map Labels ―Soils Map and Inventory ―Buffer ―Attribute Tool ―New Toolkit Layer ―Toolkit Digitizer ―Digitizing Off/On

Feature Summary

• This tool is used to

display the size and perimeter of features or

• graphics. Identify the

layer containing the features, or selected

• graphics. Select the

features to summarize.

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Map Labels

• Can be used to label any

data layer

• Labels require that

attributes have been set

• [Save User Preferences]

will only function for a single data layer type, i.e. consplan, resource inventory-line, etc. Preferences are normally

• nly saved for consplan

layer

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Soils Map & Inventory

• Use to produce a soils shapefile

and inventory report of the land units in the conservation plan

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Buffer

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Map Products – Heading tab

• Map Products tool has 2 tabs
• Heading tab identifies marginalia to be included in map heading.
• Requirements are in NPPH, Subpart D, § 600.31
• Settings can be saved [Save Preferences] and then recalled [Use

Preferences] to standardize the options

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Map Products – Layout and Scale tab

• Set options as appropriate for this map
• Preferences do NOT apply to these options
• Select a scale – do not use the Fit to Page option

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Cartographic Customizations

• Scale Text
• Edit Scale Bar
• Location Map
• Legend
• Notes
• Black & white

photo-base

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Saving Layout Document

• Printed maps(layouts) can be saved electronically

– File – Export Map… – File – Print – Adobe PDF

• When printing saved maps always select the “Actual

Size” option on the Adobe print dialog to preserve the map scale. Both “Fit” and “Shrink oversized pages” will cause changes in map scale. This is especially critical when Scale Text has been added to the layout.

• Verify scale after printing

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Soil Data Viewer

• Use Soil Data Viewer to create maps of

soil properties and interpretations

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File Management

• File Names – Always assign meaningful names
• File Locations – Save files in folders appropriate to file content
• File Sizes – Most files should be less than 1MB (much less)
• File Purging – Remove files that no longer serve a purpose

when retention period has lapsed

• File Management is critical and is the responsibility of all

Toolkit users

• Refer to

– Title 120 General Manual, Part 408, § 408.62 – Title 180, General Manual, Part 409, § 409.5 – Title 180, National Planning Procedures Handbook, Part 600, § 600.31

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Practice Schedule

• Practices created and attributed in

ArcMap, saved in personal geodatabase, will display in Practice Schedule tab

• Require selection of Narrative
• Require selection of Program

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Plan Wizard

• Toolkit Plan Wizard tool

formats plan data from ArcMap and NCPDB/personal geodatabase into Conservation Plan document

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Contract Wizard

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• Contract Wizard tool

is used to create contract data, to upload to ProTracts, from practice schedule data and payment rate data

Products

• ArcMap

– Conservation Plan Map – Soil Map – ESD Map – Resource Inventory Map – Burn Plan Map

• Toolkit

– Conservation Plan, Schedule of Operations – Conservation Contract – Assistance Notes – Progress

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DATA

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