Introduction to the UKHab Survey v3.1

The UKHab Survey App v3.1 Overview of functions

Overview of App The UKHab Survey App is designed to support you with the key steps in your habitat data collection workflows.

The UKHab Survey App uses the Coreo platform. The Coreo platform provides the underlying technology for the app and the means to easily manage your team and your data.

The app itself contains two survey types: 1. UKHab Survey Form.

2. UKHab Pre-survey Form.

Functions of the two surveys 1. The UKHab Survey Form This form supports you in capturing UKHab features from direct observation in the field. Features can be polygons, lines or points. These surveys generate habitat records.

It also supports you in capturing Habitat Condition Assessment records for Biodiversity Metric 3.1.

This option is available to you as an immediate continuation of the process of capturing a UKHab habitat record. These generate records compliant with Habitat Condition criteria.

Before submitting a record, you can review and edit its geometry and attributes. Editing is also possible post submission, in the Coreo Dashboard (see below).

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2. The UKHab Pre-survey Form This supports the capture of high-level UKHab features from interpretation of satellite imagery. The resulting high-level UKHab records can then inform the field survey, allowing editing of feature geometry and addition of more detailed attributes. You are also able to import existing geometries (boundaries, lines, points) into Coreo for use in the UKHab Surveys.

Coreo Dashboard The Coreo Dashboard supports the planning and project management of UKHab habitat surveys. This includes both managing your team (who has access to surveys and the data, at what level) and working with the data (you can edit, quality assure, export).

Users within Coreo can be assigned various roles. For example, an Admin level user can invite new members to the project. Roles exist to allow project members to view, edit and verify records collected in the Pre-survey and UKHab Survey Forms by all surveyors in the organisation and see survey progress in map, chart and list views. Coreo users with sufficient access can also manage the import and export of records to GIS.

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Data workflows You can make choices around your workflow, moving data into, within and out of the App, depending on your project’s needs and organisation’s working practices.

Workflow 1. This is the simplest model: 1. A surveyor uses the UKHab Survey Form on a mobile device in the field to capture UKHab habitat records.

2. An Admin (or similar level) user exports the records to a spreadsheet and/or GIS and applies the results for the purposes of the project. Note that Coreo automatically converts your survey data into two easy to use formats: a. The UKHab Survey Results (this summarises the data into a format that conforms with the UKHab data model, suitable for adding into reports) b.

The UKHab Condition Assessment Results (this provides the appropriate export for use in Natural England’s Biodiversity Metric tool v3.1).

Workflow 2. This frequently used workflow adds a pre-survey stage at the start, as recommended in UKHab mapping protocols: 1. You capture high-level UKHab habitat records from (satellite) imagery interpretation on desktop/laptop, using the UKHab Pre-survey Form. This can be done in the Coreo mobile app, or via the Coreo web app (https://coreo.app/).

2. A field surveyor uses the UKHab Survey Form on a mobile device in the field to capture UKHab habitat records. This step includes the copying and editing of pre-survey records, adding further details as required.

3. From the Coreo Dashboard you export the records as required (as per Workflow 1).

4. You edit and present the data using GIS to apply the results for the purposes of the project.

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More options are available which can be used to enhance your workflows, including: 1. Create or import an Area of Interest (AOI) or Survey Extent boundary. This may be helpful to guide the pre-survey user and field surveyor in locating features that need to be surveyed.

2. Import to the App of a polygon or linear framework within which UKHab records can be captured; this may be helpful if the survey needs to be based on an external spatial framework.

3. Import to the App of pre-survey UKHab records captured externally in GIS. 4. Capture of Habitat Condition records in the field.

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Process to obtain the UKHab Survey App Step 1. Once you have spoken with us we will set up the general infrastructure for you and/or your team and you will receive an invitation to join your Coreo Organisation. As part of this process you will create an account in Coreo (and join your Organisation) and gain access to the UKHab Survey App. If you have not been through this process yet, email hello@coreo.io.

Step 2. In the process above you will probably download and sign into the Coreo app. However, if you miss this step do it now (see Useful Links below for the two app stores).

Step 3. Once you have installed and signed into the Coreo app you will be able to install the UKHab Survey. Follow our simple instructions below if you need any help with this.

Select the Menu

Click the + icon

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Select UKHab Survey App

Install your project

Useful Links The Coreo mobile app

https://apps.apple.com/us/app/coreo/id1512776044

https://play.google.com/store/apps/details?id=com.natural_apptitude.coreo_app

https://coreo.app/

- The Coreo web app

https://admin.coreo.io/

- The Coreo Dashboard

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Notes on key functions for the UKHab Survey

Function UKHab Survey Form UKHab Pre-survey Form

Copy and edit presurvey records

Capture of Habitat Condition Records Export of records Data conversion to UKHab Data Model/Condition outcomes Import of AOI Import of spatial framework Import of pre-survey records captured externally

Notes This is the full UKHab survey form. It is intended largely for use on a mobile device via the mobile Coreo app.

This is a form used to capture features from satellite imagery for use in the main UKHab Survey. It is best used on desktop/laptop through the web version of the Coreo app https://coreo.app/. You can also access it on your mobile device via the mobile Coreo app.

When using the UKHab Survey Form, if a Pre-survey has been done, these records will be shown in pink on the map. Select a feature by clicking on.

A modal will appear with a copy icon (two overlying squares). The presurvey feature can then be edited and captured in the field survey records.

Always presented as an option to field surveyors when recording UKHab habitats using the UKHab Survey Form.

From the Coreo Dashboard, Records Click the Download Data button.

This is now handled within Coreo. You are presented with two new forms in the UKHab Survey App: 1. UKHab Survey Results 2. UKHab Condition Assessment Results From the Coreo Dashboard, Configuration > Project Settings > Area Bounds – please ask for detailed instructions.

From the Coreo Dashboard, Records > Edit > Import Records – please ask for detailed instructions.

From the Coreo Dashboard, Records > Edit > Import Records – please ask for detailed instructions.

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