Spatial Monitoring and Reporting Tool Technical Guide

This localized manual is a technical guide prepared by the Center for Conservation Innovation PH Inc. and only includes selected information relevant to SMART Desktop and SMART Mobile users.

See the link for the full technical manuals (global release version) by SMART Partnership: https://smartconservationtools.org/en-us/Resources/SMART-Manuals

The SMART Technical Guide was made possible by the support of the American People though the United States Agency for International Development (USAID). This document was produced by the Center for Conservation Innovations PH Inc (CCIPH) and its consortium partners under the USAID INSPIRE (Investing in Sustainability Partnerships for Inclusive Growth and Regenerative Programs) Project with Contract No. 720-492-21CA-00004, and CCIPH Grant No. INSPIRE-SA-2021-10-001 through its prime agency, Gerry Roxas Foundation. The contents of this Technical Guide are the sole responsibility of CCIPH and do not necessarily reflect the views of USAID of the United States government.

Brown-breasted Kingfisher (Halcyon gularis), CCIPH

COPYRIGHT © 2024 BY CCIPH All rights reserved. The copyright holder reserves all rights to the content of this material.

Design and Layout: Roy Oliver Corvera, CCIPH

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About INSPIRE Project The Investing in Sustainability and Partnerships for Inclusive Growth and Regenerative Ecosystems or INSPIRE is a five-year grant facility of the United States Agency for International Development (USAID), implemented by the Gerry Roxas Foundation.

INSPIRE aims to advance natural resource resilience and security through the increased participation and engagement of civil society organizations (CSOs), local communities including indigenous peoples, academe, and media.

INSPIRE has awarded 35 grants (including two disability-inclusive climate action grants and seven conservation emergency grants) amounting to US$11.6 million (PhP608.9 million) to implement biodiversity conservation, wildlife protection, natural resource management, and local climate actions in the Philippines. Additionally, grantees were also instrumental in safeguarding critically endangered species, such as the Philippine Eagle, the Walden's Hornbill, Philippine Freshwater Crocodile, and the Isabela Oriole, among others. The grantees continue to work with 26 indigenous peoples tribes in the conservation and preservation of biodiversity-rich forestland in the country.

The following are priority projects of the USAID-INSPIRE project: (1) Development and Behavioral Change communication - Enable CSOs and local communities to demand effective management and conservation of the environment by inspiring public conversations on and collective action for natural resource security and governance; (2) Capacity Development - Enhance the capacities of CSOs and community partners to act as catalyst for natural resource management and climate action at the local level; (3) Private Sector Engagement - harness the resources and expertise of private companies and businesses to support natural resource security and governance; and (4) Conservation-based Enterprise - provide benefit streams to communities, reduce pressures on natural resources, and generate knowledge of and accord proper value to natural resources.

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About CCIPH The Center for Conservation Innovation PH Inc. is a biodiversity conservation nongovernment organization (NGO) that aims to promote innovations and development of new biodiversity conservation approaches and regenerative livelihoods by developing partnerships and building capacities for science-based, nature-inspired, and socially appropriate conservation strategies.

In 2015, CCIPH was involved in the development of the Lawin Forest and Biodiversity Protection System, which uses tech-based solutions such as CyberTracker and SMART. Spearheaded by the Philippines' Department of Environment and Natural Resources (DENR) Forest Management Bureau (FMB) under the USAID B+WISER Program, this system was adopted as a national strategy to strengthen forest and biodiversity protection and management. CyberTracker is used to collect on-the-ground data on species, habitat, and threats. While SMART is used for data management, analysis, and reporting. Currently, LAWIN is still being implemented by DENR for 7 years now. Plans are underway to upgrade the system and integrate tools for bioacoustic monitoring, as well as other systems by the DENR for biodiversity and socio-economic assessment and monitoring.

Fast forward to 2021, CCIPH engaged with the partnership team of EarthRanger to explore its adoption as an interoperable platform for the different tools and systems implemented by the DENR. Under USAID’s SIBOL project and relative to its strategic approach to Improved Natural Resource Governance, the aim is to improve and make sustainable natural resource management and governance, as well as reduce environmental conflicts. This particular activity under the project aims to review and improve the various resource assessment and monitoring systems being implemented by the DENR through the development of a standardized single platform that will allow interoperability of the different monitoring tools and systems. This will also facilitate the ease of data capture, retrieval, analysis, and reporting. Moreover, CCIPH conducted in the same year the EarthRanger training using a Citizen Science approach across 25 barangays in Palawan.

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SPATIAL MONITORING AND REPORTING TOOL: TECHNICAL GUIDE

Table of Contents

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Preliminary pages

1

What is Spatial Monitoring and Reporting Tool (SMART)?

2

Deploying SMART

3

Roles and responsibilities of the SMART Patroller Team

4

SMART Desktop

4

Features of SMART Desktop

5

Setting up SMART Desktop

7

SMART Desktop Navigation

7

Cluster 1: File

8

Cluster 2: Conservation Area

9

Cluster 3: Default Map Perspective

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Cluster 4: Patrol

10 Cluster 5: Field Data 11 Cluster 6: Query 16 Cluster 7: Reports 24 Data Model 25 Crafting the Data Matrix 26 How to add categories and attributes in the data model 27 User Level Permissions and Restrictions 29 SMART Mobile 29 Features of SMART Mobile 30 Setting up SMART Mobile 30 Importing Data Model to SMART Mobile 32 Data Collection 34 Settings Features 35 Data Transfer from SMART Mobile SMART Desktop 37 About the Team

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What is Spatial Monitoring and Reporting Tool (SMART)?

Collection of enormous data sets either survey or monitoring activity, has long been recognized as a tedious and time-intensive process, most especially when employing a paper-based approach. In this guidebook, the use and functions of tech-based solutions are discussed in detail. SMART will facilitate rapid and near-accurate consolidation of highly variable data from the field, and translate these to information that can be readily accessed and available to management.

SMART is much more than a data collection method. It is a suite of best practices aimed at helping protected area and wildlife managers better monitor, evaluate, and adaptively manage patrolling activities. It is a ground-breaking and innovative management tool designed to assist rangers on the ground to stop poachers in their tracks and curb the illegal trade of wildlife. At its core, SMART consists of a software application that enables users to collect, store, communicate, and evaluate ranger-based data on patrol efforts, patrol results, and threat levels¹. SMART Desktop allows customization of own data collection needs, visualization of collected data, and features for reporting and analyses.

SMART Mobile, in conjunction with SMART Desktop, takes advantage of technologies now readily available in smartphones (e.g. GPS, cameras, large multi-touch screens) to enable georeferenced field observations, photos, and other data to be collected using a single device. Data can be directly transferred into SMART Desktop via connection to a computer, or wirelessly via SMART Connect. SMART Mobile revolutionizes field data collection, by enhancing the tried and trusted power of CyberTracker with a new and streamlined data entry process, support for high-resolution icons, touch/swipe controls, advanced mapping, and navigation, native support for multiple languages, flexible changes to patrol metadata on the fly, real-time alerts, and many other new functions.

¹SMART Conservation Software - Spatial Monitoring and Reporting Tool. (n.d.). https://smartconservationtools.org/

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What is Spatial Monitoring and Reporting Tool (SMART)?

Photo Credit: Kristian James Suetos of Philippine Eagle Foundation (PEF) (left), SMART Partnership (center), CCIPH (right)

A big advantage of SMART is its electronic format as it makes it easier to input and transfer data from a mobile device to a desktop computer. It also has a user-friendly interface that makes it easy to use and understand. With its modern mapping and navigation technology, it aids in monitoring activities such as geotagging since the geospatial location is automatically obtained. Furthermore, SMART has a dropdown menu option that makes it easier to input and ensures uniformity of data by removing spelling errors. It also ensures completeness of enumeration by enabling required questions. Collected data can be reviewed and edited, eliminating errors as opposed to when using pen and paper. These features of SMART are conducive to report writing.

Deploying SMART The monitoring process starts with gathering data and reporting to the decision-makers or data managers. The Boots on the Ground are the ones collecting the data on the field using SMART Mobile on their devices. These may include data on species inventory that includes species name, type of observation, count, etc., habitat observation, and threats recording. Attachments like photos and audio recordings can also be done on the field.

After the field collection, the data manager gathers all the data from the boots on the ground and transfers it to SMART Desktop. The data manager will now be in charge of report writing by using the generated data collected and stored in SMART. Appropriate actions like further analysis or threat response will then be acted on the report accordingly.

Monitoring Process Using SMART Tools

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SPATIAL MONITORING AND REPORTING TOOL: TECHNICAL GUIDE

Roles and responsibilities of the SMART Patroller Team Members of the monitoring team must be established before the monitoring activity. There are 5 different roles in the team: the leader, spotter, guide, recorder, and data manager. Each member has unique tasks and responsibilities during the monitoring activity.

The leader is in charge of the whole activity. This is the patroller that plans and makes decisions before, during, and after the patrolling activity.

The spotter is the one who observes and spots the observations. These are the patrollers who are skilled in identifying species, habitat conditions, and threats.

The guide is the assigned patroller with the most familiarity with the area and route. They are the patrollers who direct and guide the team with the route during the patrol or monitoring activity.

The recorder inputs the observation in SMART Mobile. They are the patrollers assigned to record biodiversity, habitat, and threats observations on the field to SMART Mobile.

The data manager collects and organizes the data collected to SMART Desktop. They are the ones responsible for overseeing the collection, storage, management, and utilization of data within their organization.

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SMART Desktop for Data Management SMART Desktop SMART is a suite of best practices aimed at helping protected area and wildlife managers better monitor, evaluate, and adaptively manage patrolling activities. SMART enables users to collect, store, communicate, and evaluate ranger-based data on patrol efforts, patrol results, and threat levels. SMART Desktop platform enables capabilities for reporting and analysis, data visualization, and customization of data collection requirements.

Below are the minimum set of system requirements for SMART Desktop to operate.

System Requirements Laptop/Desktop Computer Minimum specifications: 1. 500 GB HDD hard drive 2. 16GB RAM 3. Intel Core i5 4. 64-bit processor 5. Windows 10 OS or higher

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Features of SMART Desktop A database featuring robust summary and query functionality Simple data entry, multilingual support, and easy-to-use Integrated capability for mapping and spatial analysis Integrating information from mobile devices with GPS Automated report generation and analysis Simple sharing of information

SMART DESKTOP FOR DATA MANAGEMENT

Setting up SMART Desktop Below are the steps for installing the SMART Desktop on computers and laptops.

Step 1

Download SMART Desktop (latest version) from: https://smartconservationtool s.org/enus/Download/DownloadSMART-7

Step 2

Log in using a Google account to gain access to the downloadable file.

Step 3 Extract the SMART 7 zip file contents into a folder on the computer from where SMART will be running.

Run the executable SMART.exe to launch SMART.

Step 4

When first installing SMART, use the following credentials to log in to the sample conservation area: Username= smart Password = smart

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SMART Desktop Overview

Overview Note: The interface may differ due to updates made after the development of this manual.

Feature

Function

Menu bar

Access to a variety of tools through drop-down options

Toolbar

Compose of icons with respective functionalities

Map Icon Key

Compose of icons for navigating the map

Layers Panel

Compose of spatial layers displayed in the map window

Map View

Large window that shows the base map

Data Frame

Contains a coordinates system and scale

SMART Desktop Navigation

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SMART DESKTOP FOR DATA MANAGEMENT

SMART Desktop Navigation Cluster 1: File The file tab includes the SMART conservation area system configurations.

Feature

Function

Export Conservation Area

Exports the conservation area currently opened on SMART. Exported output can be shared with another SMART Desktop user.

Backup System

Exports the whole SMART Desktop. All the conservation areas imported in SMART 7 will be exported in 1 file. Exported output can be shared with another SMART Desktop user.

Change Password

Changes the password of the user currently logged in.

System Preference

Modifies various system settings within the SMART system.

View Login History

Displays the history of all users' logins to all CA.

Check for Updates

Directly contacts the software site for version updates. Works when connected to the internet.

Install New Plugins

Allows installation of other plugins needed for SMART Desktop.

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SMART Desktop Navigation

Cluster 2: Conservation Area Includes all the configurations needed to start a data model or patrol project.

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Feature

Function

Conservation Area Properties

Defines the properties related to the conservation area.

Agency and Rank List

Ranks employees based on their agencies/departments.

Employee List

Manages the conservation area employees and employee teams. Admin users can add, edit, delete, import, and export employee members and organize them into teams.

Station List

Creates, deletes, imports, and exports stations related to the conservation area.

Manage Projections

Sets and define the coordinate display projection.

Define Area Boundaries

Adds different boundaries for the conservation area. This includes Buffered Management Areas, Administrative Areas, Management Sectors, and Patrol Sectors.

Manage Basemaps

Defines base maps to be used for the conservation area.

Manage Icon Sets

Manages the SMART icon sets associated with the conservation area.

Data Model

The structure for collecting data at the site, including all categories, subcategories,attributes, and values

Configurable Model

The version of the data model that is used with the handheld data collection device.

Delete Conservation Area

Deletes the whole conservation area.

SMART DESKTOP FOR DATA MANAGEMENT

Cluster 3: Default Map Perspective The map information of the conservation area will be seen in the map window.

To navigate the map, click the icon keys in the upper right corner. The map layers can be enabled and disabled on the layers panel on the left side by checking or unchecking the checkboxes. Click the Default Map Perspective to return the map to its default format.

Cluster 4: Patrol The patrol data can be seen under the Patrol tab in the menu bar. Choose View All Patrols. For a shortcut, click the Patrol icon from the toolbar. Each patrol data can be reviewed by clicking on a specific one.

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SMART Desktop Navigation: Cluster 4: Patrol

Cluster 4: Patrol Feature

Function Patrol Data

Import

Imports patrols from external sources

Export

Exports patrols as zip files.

Patrol Configuration

Patrol Mandates

Manages the lists of mandates associated with a patrol (i.e. Monitoring, Assessment, Patrol)

Patrol Types

Manages the transportation types used by the users (i.e. Walk, Boat, Drone) and the patrol types (i.e.

Ground, Water, Air)

Patrol Teams

Adds and edits the list of patrol teams

Custom Patrol Attributes

Adds custom attributed to collect for patrols. Users can add patrol attributes like a data model.

View Patrol

Enables users to view raw patrol data collected from the field.

Cluster 5: Field Data This tab is mostly used to package the data model for SMART Mobile exportation. This manual only focuses on the SMART Mobile feature.

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SMART DESKTOP FOR DATA MANAGEMENT

Cluster 5: Field Data Feature

Function SMART Mobile

Import

Imports the data collected using SMART Mobile. It can be through the following: Device - through the data cable Files - shared as a.JSON file (i.e. data from e-mail, Messenger, and Bluetooth transfer) Archive - existing records

Packages

Exports and manages the SMART Mobile packages. Adjust the settings and preferences on the data model to be used on SMART Mobile.

Skip any prompts about SMART Connect

Routes

Creates, exports, and manages routes on SMART Mobile. These routes can be viewed on the user’s SMART Mobile while on the field.

SMART Mobile Device Settings

Manages the list of available SMART Mobile device settings.

Install SMART Mobile on Device

Install the SMART Mobile application on mobile devices using APK. This is recommended if the device is unable to download the application from Google Playstore.

Cluster 6: Query To view the overall and historical data, go to the Query tab in the menu bar. In this part, users can create and customize their queries based on their specific data. Users can also easily access the Query option from the toolbar.

Continue: Cluster 6 →

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SMART Desktop Navigation: Cluster 6: Query

Cluster 6: Query

How to make a query 1. On the Query menu, click New Query to open the new query options. Select the type of query. Users can see the description of the queries when hovering and clicking on a specific query type.

2. After selecting the type of query, it will redirect users to the main query window. Select the date to query and rename it.

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SMART DESKTOP FOR DATA MANAGEMENT

How to make a query 3. To display the attributes needed, go to Query Properties, uncheck the Only Show Columns with Data, and check only the attributes to display.

4. On the left side panel (Query Filter), users can select a specific category to display by doubleclicking or dragging the category under SMART Query Definitions.

5. Click Run Query found at the left corner of the window to create the query.

Continue

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SMART Desktop Navigation: How to make a query

How to make a query 6. Users can see query results as either a table, attachments, or map. To switch between the three query results, click on the tab button shown.

7. Save the query by clicking on the Save icon.

Continue: Import a query →

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SMART DESKTOP FOR DATA MANAGEMENT

Import a query 1. Go to query and click Import Query. Select import from file. Click Add and select the downloaded query. File types accepted are XML and ZIP files.

Export a query 1. Go to query and click Export Query Definitions to export the query template. To export the query results or data collected, select Export Query Results.

2. On Query Definitions, select the report to export. Users can select as many as they want.

Click the + Add button if the reports are not presented. Click Next to choose the destination folder then Finish.

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SMART Desktop Navigation: Export a Query

Export a query 3. On Query Results, select the format to export. Click Next to choose the destination folder then Finish

Cluster 7: Reports To use the query into reports, go to the Reports tab in the menu bar. In this part, users can customize the report deemed be to exported from SMART Desktop using the data gathered from SMART Mobile.

Continue: Creating a report →

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SMART DESKTOP FOR DATA MANAGEMENT

Creating a report 1. Hover to the Report tab and click New Report. A create window will appear, give the report a title then save it in the Conservation Area Reports folder. Then click Save.

2. It will redirect the users to the report window. Reports can be customizable based on the monitoring guidelines.

Continue

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SMART Desktop Navigation: Export a Query

Creating a report 3. The first thing to do is to add the report’s query to the data set. Click the Outline tab in the lower left corner and right-click on Data Set then select New Data Set.

4. On the New Data Set window, select SMART Queries on the Data Set Type then click Next.

Select the included queries for this report then click Finish.

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SMART DESKTOP FOR DATA MANAGEMENT

Creating a report 5. Click OK on the Output Columns. Repeat this step to add queries as many as needed.

6. To insert different report items, go to the Report Items tab in the left part of the report window, click the necessary items to be inserted, and drag it to the report tab on the right side of the report window. Commonly used items are tabulated below.

Report Item

Function

Label

Inserting text or spaces in a row format. Commonly used for titles and spaces

Text

Inserting a plain text

Dynamic Text

Inserting a text based on the date on the query. Uses code to be copied on the expression builder. Example: Code for date params["Start Date"].value + " to " + params["End Date"].value

Data

Inserting a data set column

Image

Inserting an image. This could be URI, Image file in shared resources, Embeded or dynamic image.

Table

Inserting column presentations of data sets

Chart

Inserting a chart. Chart type includes bar, line, area, pie, gantt, etc.

SMART Map

Inserting a base map that can include waypoints or tracks.

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SMART Desktop Navigation: Creating A Report

Creating a report 7. To edit the inserted reported items, go to the Property Editor - Label then Properties in the lower part of the report window. Fonts, color, size, styles, alignment, borders, and other settings can be modified here.

8. To insert the data set into the report, drag the selected query from the lower left corner of the report and Select All. Users can edit the column categories by double-clicking the column to be replaced. The format of the texts can be edited by following Step 7.

Continue: Creating a report item no. 8 →

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SMART DESKTOP FOR DATA MANAGEMENT

Creating a report item no. 8

9. To insert photos from the collected data, go to Data Sets (Step 3), right click and select New Data Set, and under Data Set Type make sure the SMART Query Attachment is selected. Finish by selecting the Attachments-Query and the name of the category to be inserted.

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SMART Desktop Navigation: Creating A Report

Creating a report 9.1. Drag the Attachments-Query to the report and from the Data Set Binding, select only the Attachment Data. Add a space on the [Attachment Data] cell by adjusting/dragging the lower line of the selected cell. On the same cell, drag Image from the Report Items. Select Dynamic Image and make sure that the Data Set is set to Container’s Data Set. Put a check on the Attachment Data only. Click Okay and Insert.

10. To add maps, go to Report Items, select and drag the SMART Map to the report window.

On the Property Editor-SMART Map, configure the following settings: Basemap - select the base map to be displayed Map Bounds - select the extent of the base map to be displayed Map Layers - add the layers to be displayed on the map. This may include the waypoints and tracks on which observations were collected.

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SMART DESKTOP FOR DATA MANAGEMENT

Creating a report 11. To view the report, go to the Reports Tab. Select the current report. Click the Run Report icon and select the dates to view then click Continue.

12. After the run, the report will be displayed on the next tab.

13. To edit the report, right-click the selected report.

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SMART Desktop Navigation

Creating a report 13. To export the report, click the Run and Export icon. Select the type of format (i.e. .doc, .html, .pdf, .ppt, .zip).

Data Model The data model is the structure of a whole information system or parts of it to communicate connections between data points and structures².

In this manual, the established data model is designed and integrated into SMART to be used for illustrating the types of data used, the relationships among these data types, the ways the data can be grouped and organized, and its formats and attributes for an effective data collection and visualization later on.

The data model is the core of SMART. It is structured for collecting data at the site, including all categories, sub-categories, attributes, and values. In converting a paper-based datasheet into an electronic data sheet through SMART, everything needed must be encoded in the data model. Data models are created to meet the needs of an organization. Standards and other requirements are defined beforehand through feedback from stakeholders or through existing data sheets so they can be incorporated into the design of a new system, in this case, SMART. The data model links the SMART Desktop and SMART Mobile. It enables SMART Mobile to collect the necessary data to be visualized in SMART Desktop.

The data model can only be customized in the SMART Desktop.

In SMART’s data model configuration, the data manager can include different types of attribute points. These data vary from text, numbers, lists, booleans, and dates. The table below shows the different attribute types used in the data model.

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²What is Data Modeling? | IBM. (n.d.). https://www.ibm.com/phen/topics/data-modeling

SMART DESKTOP FOR DATA MANAGEMENT

Data Model Table 1. Different attribute types in the data model.

Type

Definition

Numeric

This type accepts positive or negative number values up to fifteen significant digits.

Text

This type accepts all character inputs (letters, numbers, and symbols within the language selection). It has a maximum limit of 1024 characters.

List

This type accepts a single selection from a list of values, which have been set in the data model.

Example

Elevation (m): 5 Transect Length (km): 5

Species Name: Wild Chicken Observer: Arel Ramos

Forest Formation: Mangrove Forest Beach Forest Peat Swamp Forest Type of Observation: Seen Heard Seen and Heard

Multi list

This type accepts single or multiple selections from a list of values, which have been set in the data model.

Gender: Female Male Unknown

Tree

This type accepts data structure where data objects are generally organized in hierarchical relationships.

Indicator Species: Birds > Philippine Eagle

Boolean

This type accepts a Boolean value, ‘Yes’ or ‘No’.This can be turned on or off using a checkbox to choose one of the two options.

Presence of Regenerants: Yes

Date

This type accepts a date value in the format YYYY-MM-DD. The value can be input manually or selected from a calendar picker by the user.

Date of Collection: 2023-02-20

Crafting the Data Matrix Before converting the paper-based datasheet to an electronic data model, a data matrix must be created first to smoothen the process and prevent inaccuracies while transferring data to SMART.

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SMART Desktop Navigation : Data Model, Creating the Data Matrix

Creating the Data Matrix Detailed Steps 1. Prepare the paper-based data sheet and open a blank Excel or Google sheet file.

2. In the Excel or Google sheet, list the different categories in the data sheet in a row.

3. Point out the different attributes or individual data points under each category and list them under their specific categories in the Excel or Google sheet.

4. Examine each data point and look for data points that can be automatically generated by SMART so the data collected wouldn’t be redundant 5. If a data point from one category overlaps with a data point in another category, highlight it as SMART’s data model can use an existing attribute for another category. This prevents redundancy in data visualization and reporting.

How to add categories and attributes in the data model 1. Click Conservation Area in the menu bar then select Data Model.

2. In the data model tree, found at the left side of the window, create a category by clicking Add Category. Category corresponds to the information type in the data matrix created, and Attributes correspond to data points

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SMART DESKTOP FOR DATA MANAGEMENT

How to add categories and attributes in the data model 3. The new category will now appear under the data model tree. Select it and click Add Attribute. Select Create a new attribute.

4. The new attribute will now appear under the category in the data model tree.

5. Save the date model by clicking on Save in the lower right corner of the window.

User Level Permissions and Restrictions Admin users can assign each SMART user a user level that will restrict their access to each conservation area. This can be done on the Conservation Area menu and by selecting Employees.

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SMART Desktop Navigation : User Level Permissions and Restrictions

User Level Permissions and Restrictions The table below shows the permissions and restrictions of each user level.

Access Level Tasks

Patrol

Data Entry

Analyst

Manager

Admin

Import Patrol

X

X

X

X

Export Patrol

X

X

X

X

Patrol Configurations

X

Import Data

X

X

Export Data

X

X

Export Conservation Area

X

X

X

X

Data

System Backup

X

X

System Software updates

X

Install plug-ins

X

Add map layers

X

Export Map

X

X

X

X

X

X

Map

Conservation Area Profile

Add employees

X

X

X

Add station list

X

X

X

Conservation Area Properties

Queries

Reports

Make queries

X

X

X

Run queries

X

X

X

Import and Export Queries

X

X

X

Make reports

X

X

X

Run reports

X

X

X

Import and Export Reports

X

X

X

Data Model

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X

X

Smart Mobile for Data Collection SMART Mobile This tool is the new data-gathering tool from SMART created especially for use with SMART that is freely available on Google Play Store. It is used to quickly, precisely, and simply capture observations based on a preset version of the SMART data model due to its direct connectivity with SMART desktop and Connect.

Features of SMART Mobile SMART Mobile was launched in 2020 as part of SMART 6.3 for Android devices. In SMART 7, SMART Mobile is now available for iOS when used with SMART Connect.

SMART Mobile is now available for iOS users using SMART Connect only. This makes use of wireless connectivity, uploading configurable models via the SMART Connect server. iOS now supports background location, so other apps can be used while on patrol.

Data can be wirelessly transferred via connect directly from SMART mobile after collecting the data.

Users have the option to modify and offline maps on the map with its built-in GIS layers.

Ranger patrollers also have the option to view the data they have collected during their patrol.

A text search feature has also been added, so no more scrolling through long lists.

Routes created by the admin user on the desktop can be now seen on the maps in SMART mobile– online and offline.

Below are steps for installing the SMART Mobile App on mobile devices, setting it up for location tracking, and using it to record reports/observations.

Note: The app interface may differ due to updates made after the development of this handout.

System Requirements Mobile Device Minimum specifications: Android OS version 8.0 (Oreo) or higher With GPS capability With built-in camera Working USB data cable for file transfer

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Smart Mobile for Data Collection

Setting up SMART Mobile Step 1

Step 2

Step 1: Go to the Google Play Store. Search and download the SMART Mobile for Conservation application.

Step 2: Open the app and go to the Connect tab.

Importing Data Model to SMART Mobile The data model must be exported to every SMART Mobile after any changes are made. The current data model in SMART Mobile must be deleted before transferring the new data model to the mobile device.

Step 1

Step 1: Connect the device to the laptop via a USB data cable.

On the device, click the “USB mode/Transfer files mode/MTP device” notification or select “Transfer files”.

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SMART DESKTOP FOR DATA MANAGEMENT

Importing Data Model to SMART Mobile Step 2

Step 2: Log in to SMART Desktop on the computer. On the menu toolbar of SMART Desktop, select Field Data. Click SMART Mobile. Click Packages.

Step 3 Step 3: Select the package or configurable data model to export.

If the package is not visible in the tab, click the green + Add button and select the type of package.

Then click Export.

Step 4 Step 4: Select the location where to save the package. There are three ways to export: 1. Select Export to Device then Export.

Export to Device directly exports the package to the device through a data cable.

2. Export to File saves the package as a file readily available to be shared through flash drives or attachments.

3. Export to Connect directly saves the package to a SMART Connect.

Click Export.

Step 5

Step 5: Open SMART Mobile on the device. Tap the Connect tab found at the bottom of the app then click the SMART Desktop option.

The uploaded module will be automatically loaded under the Project tab.

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Smart Mobile for Data Collection

Data Collection Step 1

Step 1: The GPS must be turned on before using SMART Mobile. To do so, go to the device’s Settings, and enable GPS location. The GPS is now activated.

Step 2

Step 2: Open the SMART Mobile application on the device, go to Projects, and select the Conservation Area data model project.

To examine if the GPS is working, select Map. This will start the GPS function of the device. Wait for the GPS coordinates to appear on the screen.

Step 3 Step 3: To start the collection, tap Start Patrol. Fill out the necessary patrol details.

The location will automatically get its GPS coordinates. Proceed to choose the appropriate patrol transport type and mandate. For Employees, select the names of the team members by marking the box. Then select the name of the patrol leader in the Leader tab.

REMINDER: All data points with asterisks (*) must be filled out before proceeding to data collection.

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SMART DESKTOP FOR DATA MANAGEMENT

Data Collection Step 4

Step 4: The patrol is ready to take observations. Tap Make Observation.

Choose from the different categories or observation options to start the data collection.

Step 5

Step 5: To save, tap the save button.

Saving the data collection also saves the last GPS location. If collecting other data in the same place, no need to save them immediately so they can be recorded under one location.

Step 6

Step 6: To view patrol statistics, select Patrol and Statistics.

This includes the start date and time along with the distance covered.

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Smart Mobile for Data Collection

Data Collection Step 7

Step 7: To end patrol, tap Patrol then End Patrol. Tap and hold Yes to proceed.

SMART Mobile will record the GPS coordinates to record the last patrol activity.

Settings Features

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Report Item

Function

Language

Select the language to be used

Dark theme

Enables changing the display interface from Dark to Light theme

Select routes

If routes are available, users can select which route to display on the map view of the device

Change project

Enables switching from one project/data model to another

Exported data

Data exported are stored here awaiting for desktop import. Files can also be shared through other means like Bluetooth sharing or sending via e-mail.

REMINDER: Once files are imported to SMART Desktop via cable, files stored here will disappear.

SMART DESKTOP FOR DATA MANAGEMENT

Settings Features Report Item

Function

Configuration

Displays the SMART Mobile’s system configurations

Recover Connect data

Recovers the data that cannot be uploaded to SMART Connect.

Reminders 1. The text editor allows writing remarks 2. Save the data. Wait until it reaches 100% before saving the data.

3. Once saved, users can still edit the data on the History tab.

Before leaving the headquarters to conduct patrols, ensure the following: 1. Bring all the necessary equipment (tablets, power banks, protective gear for the tablets, binoculars, boots, raincoats, drinking water, food, and a first aid kit).

2. Batteries of devices must be fully charged. For extra caution, take a fully charged power bank.

3. Check that the GPS (Location) on the tablet is on. To turn on the GPS/Location button, go to Settings, click Location, and click On. 4. Check that the SMART Mobile app installed in the Android device provided is working by turning it on and examining if the GPS section registers a reading on the screen.

Data Transfer from SMART Mobile to SMART Desktop Step 1

Step 1: On SMART Mobile, select Export Data. Connect the device to the desktop through the data cable.

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Smart Mobile for Data Collection: Data Transfer from SMART Mobile SMART Desktop

Data Transfer from SMART Mobile SMART Desktop Step 2

Step 2: On SMART Desktop, go to Field Data select SMART Mobile, and choose Import. There are 3 ways to import the data: 1. Device - directly from the device using a data cable 2. Files - directly from the desktop’s file manager 3. Archive - archiving imported files For this guide, select Import, then Import from the Device. Wait for the patrol data to be transferred successfully. Click OK. To complete the data transfer, add the patrol data by selecting it and clicking Create New Patrol. Click OK. Users will receive a message that the patrol data has been transferred successfully. Click OK.

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About the Team The Technology Solutions Team, initially named Wildlife Technology Laboratory or TechLab, is responsible for deploying conservation technologies and demonstrating their use and applicability to level up biodiversity monitoring projects. They engage with "techfor-wildlife" experts and end-users to trade knowledge and skills and learn the capabilities of these conservation techs for data capturing, monitoring, analysis, and management.

Techlab is dedicated to helping the government and communities gain access to conservation tech and build capacities to lift their work to the next level by maximizing science and technology to support planning and decision-making.

CLARK JEROME JASMIN Team Lead Leads the team that deploys conservation technologies and demonstrates their use and applicability to level up biodiversity monitoring projects. +63 917 690 7408 c.jasmin@conservation-innovations.org

BEATRICE HIPOLITO Research Associate Leads the management and deployment of EarthRanger. +63 927 503 8522 b.hipolito@conservation-innovations.org bhipolito.contractor@ph-sbol.org

ALEXANDRA AREL RAMOS Research Associate Leads the management and deployment of SMART. +63 919 676 4877 a.ramos@conservation-innovations.org

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