Broadsheet for Monitoring Sample Designer. Site Map HOME. Monitoring Sample. Designer Home. Explore. Evaluate Site Status: Analyze Field Data: Discuss

Broadsheet for Monitoring Sample Designer Site Map LEGEND = Monitoring Sample Designer steps or pages covered in this broadsheet = Monitoring Sites M...
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Broadsheet for Monitoring Sample Designer Site Map

LEGEND = Monitoring Sample Designer steps or pages covered in this broadsheet = Monitoring Sites Manager step = steps or pages requiring execution of R functions (aka GRTS functions)

Monitoring Sample HOME Designer Home

Explore

What’s a GRTS Sample Design? Guide to Monitoring Resources tools

Design Sample

Create Sample Design Introduction

Evaluate Site Status

Dynamic, a mix of public and ownership-based samples.

Evaluate Sites

Analyze Field Data

?

Discuss

About

Upload Field Data

Sample Designs Upload Site Evaluations

(select steps)

View Selected Sample Design

Sample Detail (sites, design documentation)

Introduction

Run Site Status Analysis

(read-only)

Evaluate Site Status: (Not shown here. Under construction.) Evaluate Sites – Do a map-assisted evaluation of target/non-target and basic site status characteristics. Upload Site Evaluations – Upload t/n-t and site status information. Generate Site Status Analysis – Run the Rcode analysis function against site status variables.

Basics Select Master Sample

Define Frame Create Panels Add Attributes to Stratify

Document Your Design

Select Legacy Sites

Run Field Data Analysis

Analyze Field Data: (Not shown here.) Upload Field Data Generate Field Data Analysis – Run the R-code analysis function against site condition variables. (Output) – Whatever charts and graphs we decide to include.

Stratify

>>>

Generate Sample Sites

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Broadsheet for Monitoring Sample Designer

Home Page

This broadsheet illustrates how we might update the site navigation (main menu) and home page APPS APPS

Welcome Joe! Log On Log |Off Help | Help

Explore

Monitoring Sample Designer

NO MOCKUPS HERE FOR THIS..

What’s a GRTS sample design? Guide to Monitoring Resources tools

Home

Explore

Design Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Home >

Design Sample

THE FOCUS OF THIS BROADSHEET.

Create Sample Design Sample Designs

Welcome to Sample Designer. Build your survey to exploit the benefits of being part of a master sample. Evaluate Site Status Evaluate Sites Upload Site Evaluations Generate Site Status Analysis

Explore

Design Sample

Learn the steps in designing surveys with master samples. · Read about GRTS master sample monitoring. · Investigate individual master samples at Monitoring Site Manager.

Our thinking is that we’ll copy and then modify the Site Evaluation functionality in champmonitoring.org. Much of it should be reusable, though we may need to make parts of it more generic/abstract. However, we’ll also let users upload their site evaluation information if they’ve done it outside the system.

Build your sample survey. · Answer a few questions to see if this tool is for you, and to plan your steps. · Select one of several master samples as the source of your sample. · If desired, add attributes for your sites, and add legacy sites. · Define your survey’s frame. · Create panels and stratify. · Build multiple surveys easily to find a survey that meets your objectives.

Evaluate Site Status

Evaluate and analyze your survey sites. · Evaluate each site for target status and site access. · Calculate extent estimates for site status variables.

Analyze Field Data

Upload and analyze field data. · Upload field data for the condition variables of your monitored sites. · Calculate proportion and size estimates for the condition variables.

© Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

Analyze Field Data Upload Field Data Generate Field Data Analysis

NO MOCKUPS HERE FOR THIS. This is for a specific use case. · GRTS sample · Runs D. Larson’s R-code ANALYSIS FUNCTIONS FOR SITE CONDITION VARIABLES. · Output is a set of CSV’s and some basic CDF’s and histograms.

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NO MOCKUPS HERE FOR THIS. This is for a specific use case. · GRTS sample · Runs D. Larson’s R-code ANALYSIS FUNCTIONS FOR SITE STATUS VARIABLES. · Output is a set of CSV’s and some basic CDF’s and histograms.

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Broadsheet for Monitoring Sample Designer Entity Relationships Entity Relationships – How Sample Designs relate to other key objects in the database. This is the assumed relationship of: · Monitoring Programs · Monitoring Projects, and · Sample Designs

Projects may belong to one and only one program or to no project. Q: Who creates programs? Is it a project attribute or another container?

Program (optional)

PROTOCOL 1 Project 1

Study Design 1 Sample Design A Sample Design B

PROTOCOL 2 Project 2

Study Design 2 Sample Design C

Sample designs belong to one and only one project.

the set of sites of the sample design

>>>

Sample Design B Sites

Projects can be associated with more than one Protocol.

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Broadsheet for Monitoring Sample Designer Create Sample Design

#179

Create a new sample design

User is logged in APPS

Create Sample Design

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

The first menu option of Design Sample goes to this page.

Design Sample

Welcome Joe! Log Off | Help

Sample Designs

Analyze Field Data

Discuss

About

Home > Design Sample > Create Sample Design

Create a new Sample Design – Step 1

Links go to the Glossary. See

#161

Enter a name for your Sample Design, and identify its Monitoring Project. Each Sample Design reports to one-and-only one Monitoring Project. See prior page for data relationships.

1. Give your Sample Design a short descriptive name: Name of new Sample Design:

Survey A

2. Identify its Monitoring Project. Sample Designs must be associated with a Monitoring Project. Is this Sample Design part of an existing Monitoring Project? Yes, select the Monitoring Project:

LC Lamprey Monitoring Monitoring Program: Lower Columbia

If Monitoring Project is associated with a Monitoring Program, it will display below the dropdown menu after the user makes a selection.

No, create a new Monitoring Project:

If user opts to create a new Monitoring Project, the form will change, allowing the user to identify its Monitoring Program (similar behavior as MM where the user can optionally associate their Protocol with a Monitoring Program):

No, create a new Monitoring Project: LC Lamprey Monitoring Optionally, identify your project’s parent Monitoring Program: Lower Columbia Monitoring Program not listed?

This link triggers a support request to list a new monitoring program, similar to Monitoring Methods.

Go to Next Step © Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

#180

Go to Next Step: Go to Introduction.

#184

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Save: display results in Index.

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Broadsheet for Monitoring Sample Designer Introduction

#184

Get introduced to Sample Designer, answer questions and learn about the steps

User is logged in In the coming pages, we will model the full case. APPS

Welcome Joe! Log Off | Help

Simplest Case (none apply; last one checked)

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

This page as shown is enabled for users who are logged in and who have just created a new sample design and monitoring project. They have checked two of five boxes

About

Home > Design Sample > Introduction

Create Sample Design – Step 2 Introduction Check the following that apply. Using your answers, the STEPS TO BUILD YOUR SAMPLE DESIGN will be constructed in the box to the right. These steps will serve as your guide through the design process. If there is a possibility that you will do a step, check the box. Once you Save, you will not be able to check additional steps. The sample design will include legacy sites or other sites that are not in the master sample. I will add attributes to the sites of my sample to help define the target frame.

This box doesn’t enable the user to go to the steps. It simply tells the user which steps will be part of their design based on the checkboxes that they checked.

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction Basics Prepare Your Sites

Import Sites tell me more...

Add Attributes

The ‘None …. Apply’ checkbox has an opposite relation with the other boxes; if one is checked, the other(s) is(are) unchecked.

Create Your Sample Design tell me more...

Select Master Sample Select Other Sites

The sample will have panels.

tell me more...

The sample will be stratified.

tell me more...

Define Frame Create Panels

None of the above apply.

Full Case (all except last one checked)

STEPS TO BUILD YOUR SAMPLE DESIGN

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction

Introduction

Basics

Basics

Prepare Your Sites

Prepare Your Sites

Import Sites

Import Sites

Add Attributes

Add Attributes

Create Your Sample Design

Create Your Sample Design

Select Master Sample

Select Master Sample

Select Other Sites

Select Other Sites

Define Frame

Define Frame

Create Panels

Create Panels

Add Attributes to Stratify

Add Attributes to Stratify

Stratify

Stratify

Generate Sample Sites

Generate Sample Sites

None of the above apply.

Add Attributes to Stratify I will add attributes to the sites of my sample to help stratify the sample.

tell me more...

Locking Checkboxes: There are several ambiguities that might need to be handled if the user changes their mind and unchecks or checks boxes after beginning their sample design. To simplify matters, we initially plan to lock the selections when the user Saves their sample design at the Define Frame step. OK?

Stratify Generate Sample Sites

None of the above apply.

These links launch a pop-up form that provides an overview of each of the steps. “The sample design will include legacy sites or other sites that are not in the master sample.”

X

Legacy sites are sites with historical monitoring activity that you want included in your final set of sample sites. If you plan to include such sites, add them early in the process – preferably before you begin building the sample in Sample Designer. Go to Monitoring Site Manager > Update Sites > Import Sites. There you can upload the shapefile of your legacy sites and site attributes. The shapefile must include the Geographic Coordinate System that underlies your sites' location values; this allows us to project the sites accurately alongside sites of your selected master sample. The text for each ‘tell me more’ pop-up can be accessed from story #184.

Save and Go Go to to Next Next Step Step

This saves the check box responses, and takes the user to the ‘Basics’ page. © Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

If none of the six boxes are checked, show message: “Please check ‘None of the above apply.’ if true.”

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Broadsheet for Monitoring Sample Designer

Sample Designs

#180

View Sample Design list

User is logged in APPS

Design Sample

Welcome Joe! Log Off | Help

Create Sample Design

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Home > Design Sample > Sample Designs

Design Sample – Sample Designs

This page lists the owner’s sample designs. It would also list public sample designs (if / when they exist).

Sample Designs

The second menu option of Design Sample goes to this page.

This link is created when the sample design is first saved, which is at the Define Frame stage.

This icon takes the user to Basics page.

Sample Design

Monitoring Project

Survey A

LC Lamprey Monitoring

This link takes the user to Sample Design Detail (next page).for the selected sample design.

Adding a map is a later story….

#199

View Sample Design detail

This icon initiates deleting the selected sample design.

#181

Delete private sample design.

This takes the user to the Create Sample Design page.

Below is the current list of Sample Designs. The list contains public sample designs and any private sample designs that you own. Check the Map Boundary box to view sites on the map. Click the pencil icon to edit your sample design. Create a New Sample Design Map Boundary

Sample Design

Monitoring Project

Monitoring Program

Date

Access

2-Mar-11 Public

Owner John Doe

Strahler strata A

Entiat

CHaMP

Survey A

LC Lamprey Monitoring

Lower Columbia

29-Feb-12 Owner

Secesh Final - GRTS

Secesh Public Lands

Phil’s Graduate Class

12-Jan-12 Reviewer Carol Monito

Draft 1

Secesh Public Lands

Phil’s Graduate Class

21-Dec-11

SF Public-only frame

South Fork Salmon

CHaMP

12-Nov-04 Public

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

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...

...

...

...

...

...

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...

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...

© Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

Steve Helper John Doe

#191

Copy a sample design

The user can create a new sample design from a sample design that is selected from the index, with identical selection and criteria decisions. * The new sample design will be automatically named and added as a row in the index * The naming convention may be the same as in MM, which is to append " Copy" then " Copy2", etc. to the end of the source name as new sample designs are created.

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Joe Sampler

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Broadsheet for Monitoring Sample Designer

Sample Design Details

#199

View Sample Design detail

User is logged in, and is the owner of the selected sample design. APPS

Welcome Joe! Log Off | Help

This page serves a similar purpose as the protocol or method details pages in MM. It provides a read-only view of the design documentation that has been (or is in the process of being) built for the selected sample design.

Monitoring Sample Designer Home

Explore

Design Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Logged-in owner of sample design has access to these links; other users are restricted.

Home > Design Sample > Sample Design Detail

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

Edit Sample Design: Goes to Basics page. View Sample Design Sites: Goes to Monitoring Site Manager – Site Details

Edit Sample Design: Go to STEPS TO BUILD YOUR SAMPLE DESIGN

#178

View Sample Design Sites: Go to Monitoring Site Manager – Site Details

Design Documentation for Survey A Contact and Origin

View site detail of a selected Other Sample

View Sites of Sample Design: If the sample design has been saved at the Define Frame step (or later), this is enabled for the owner of sample design. Print Design Documentation For now, this collapsible design documentation format is just a shell for future stories. Expand All | Collapse All

Description of Sample Design Target population: All stream and river channels within USGS Hydro Region 17 and portions of Hydro Regions 16 and 18 that are within boundaries of Oregon and Idaho. This covers all of Idaho, Oregon and Washington as well as small sections of Montana, Wyoming, Utah, Nevada and California that are part of the Columbia River Watershed. Sample Frame: Sample frame was constructed in two parts: (1) NHD Plus (downloaded August, 2005) where all segments within NHD Plus are included and (2) NHD Plus (downloaded March 2010) where all segments are included. Strahler order and other NHD Plus attributes were added from the October 2008 release. This newest version had directional corrections to the original dataset in places, as well as adjustments to other NHDPlus features not used directly for sample frame design (see release notes for NHD Plus – Pacific Northwest). Survey Design: A Generalized Random Tessellation Stratified (GRTS) survey design for a linear resource was used. The GRTS design includes reverse hierarchical ordering of the selected sites.

Sample Frame Summary Description of Sample Design Output More Information

© Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

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Broadsheet for Monitoring Sample Designer Basics APPS

#204

Edit and describe sample design, and view step structure

User is logged in and has selected their sample design.

Welcome Joe! Log Off | Help

Monitoring Sample Designer

X Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Home > Design Design Sample Sample > Basics and Objectives

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction

If you click on a ‘disabled’ step (grey), this message would appear.

This pop-up could appear for: · Import a Sample · Add Attributes · Select Other Sites · Create Panels · Add Attributes to Stratify · Stratify It cannot appear for the other steps.

Import Sites is not accessible from here. This step is disabled according to the responses given in the Introduction when this sample design was created. Once a sample design is created, its steps cannot be changed. Please create a new sample design if you need to use different steps.

Basics Sample Design Name:

Survey A

Description:

Basics Prepare Your Sites

Import Sites Add Attributes Create Your Sample Design

Select Master Sample Select Other Sites

Admin will be able to change who the owner is. Monitoring Project:

Define Frame

LC Lamprey Monitoring Monitoring Program: Lower Columbia

Create Panels

#182

The concept here for giving access includes the use of a common set of “colleagues” with MM. There would not be “states” for the sample designs; however, the owner is able to confine access to themselves only. Let’s discuss.

Add Attributes to Stratify Owner:

Joe Sampler

Stratify Generate Sample Sites

Document Your Design

Access:

Owner

Give access to private sample design (plus document and derivative samples)

Owner & Colleagues

Everyone

#185 Protocol:

< none > Select the appropriate protocol for this Monitoring Project and Sample Design. If the protocol doesn’t exist, please go to monitoringmethods.org and create one.

Save © Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

X

List of Protocols Currently viewing 16 of 667 protocols (clear filters) Select for your Sample Design

ID Protocol Name

Monitoring Program

Owner

State

lamprey 316 CTWS RM&E – Lamprey redd s CTWSRO RM&E

Jen Graham

DRAFT

714 Monitoring the relative abundanc

Brian McIlraith

PROPOSED

356 Pacific lamprey Distribution and

Bob Rose

PUBLISHED

601 Lamprey Habitat Surveys within Lower Columbia

Tom Eel

REVISING

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Go to Next Step

This launches a list of filterable protocols with an abbreviated list of columns. · We assume one protocol per sample design. Correct? · Are all states of protocols (draft, proposed, revising) acceptable?

Select protocol and monitoring program

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Broadsheet for Monitoring Sample Designer Introduction (review) APPS

#211

User is logged in and has selected their sample design.

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

Review selections of the Introduction

About

Home > Design Design Sample Sample > Basics and Objectives

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

This page is read only. It allows the user to “go back” to the Introduction to: · view the statements, · click the “tell me more” links, and · review which checkboxes they checked. The checkboxes, or whatever display used to convey the answers, cannot be changed.

Introduction (review)

Introduction Basics Prepare Prepare Your Your Sites Sites

Using your responses to the below statements, the STEPS TO BUILD YOUR SAMPLE DESIGN (displayed to the left) were customized accordingly. The selections cannot be changed for this sample design. Please create a new sample design if you need to use different steps.

Import Import Sites Sites

This link goes to Create a new sample design page.

The sample design will include legacy sites or other sites that are not in the master sample.

tell me more...

I will add attributes to the sites of my sample to help define the target frame.

tell me more...

Select Select Other Other Sites Sites

The sample will have panels.

tell me more...

Define Define Frame Frame

The sample will be stratified.

tell me more...

I will add attributes to the sites of my sample to help stratify the sample.

tell me more...

Add Add Attributes Attributes Create Create Your Your Sample Sample Design Design

Select Select Master Master Sample Sample

Create Create Panels Panels Add Add Attributes Attributes to to Stratify Stratify Stratify Stratify

The text for each ‘tell me more’ pop-up can be accessed from story #211.

None of the above apply.

Generate Generate Sample Sample Sites Sites

Document Your Design

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Broadsheet for Monitoring Sample Designer Prepare Your Sites: Import Sites APPS

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

This page is enabled for users who are logged in, and have created a monitoring project and sample design. Analyze Field Data

Discuss

About

This page redirects the user to Monitoring Site Manager > Update Sites > Import a Sample

Home > Design Sample > Prepare Your Sites: Add Sites

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction Basics

Prepare Your Sites Before creating your sample design, if necessary, prepare your source samples in Monitoring Site Manager. Preparation may include importing sites and/or adding attributes to a master sample or to legacy sites.

Prepare Your Sites

Import Sites

Import Sites

Add Attributes

Legacy Sites are sites with historical monitoring activity that you want included in your final set of sample sites. If you have legacy sites or other sites that are not yet in the system that you want included in your sample design, go to:

Create Your Sample Design

Select Master Sample Select Other Sites Define Frame Create Panels Add Attributes to Stratify

Monitoring Site Manager > Update Sites > Import Sites to import a shapefile of the desired sites. Note that adding legacy sites may affect your ability to create a statistically sound survey. Please consult with a monitoring design expert when adding sites to a GRTS sample. For more information, see our references in What’s a GRTS Sample Design?

Stratify Generate Sample Sites

Document Your Design

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Broadsheet for Monitoring Sample Designer Prepare Your Sites: Add Attributes APPS

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

This page is enabled for users who are logged in, and have created a monitoring project and sample design. Analyze Field Data

Discuss

About

Home > Design Sample > Prepare Your Sites: Add Attributes

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction Basics

This page redirects the user to Monitoring Site Manager > Update Sites > Add Attributes.

Prepare Your Sites Before creating your sample design, if necessary, prepare your source samples in Monitoring Site Manager. Preparation may include importing a sample and/or adding attributes to a master sample or to legacy sites.

Prepare Your Sites

Import Sites

Add Attributes

Add Attributes

In the Define Frame step of the sample design process, you have the opportunity to apply selected criteria to the site attributes to winnow the set of sites in the sample. If you intend to add attributes to the sites of your sample design to help you define your sample frame, go to:

Create Your Sample Design

Select Master Sample

Monitoring Site Manager > Update Sites > Add Attributes to add attributes.

Select Other Sites Define Frame

To view the existing attributes of each master sample, go to:

Create Panels Monitoring Site Manager > Explore Sites > View and Compare Attributes

Add Attributes to Stratify Stratify Generate Sample Sites

Note: If you intend to add attributes to stratify your sample, you can add the

attributes after you define the sample frame, and thus work with far fewer sites.

Document Your Design

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Broadsheet for Monitoring Sample Designer Select Master Sample APPS

#186

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Select Master Sample

This page is enabled for users who are logged in, and have created a monitoring project and sample design. They typically will have arrived here from the Basics page. Analyze Field Data

Discuss

About

Home > Design Sample > Select Master Sample

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction Basics Prepare Your Sites

Import Sites Add Attributes Create Your Sample Design

Select Master Sample Here you begin your sample design. Before taking this first step, preparing your sites – importing legacy sites and/or adding attributes to the master sample that you are about to select – should be complete. The master sample that you select here will be the basis of your sample design. Check the appropriate box, and go to the next step. List of master samples Select for your Sample Design

Master Sample

Sponsor

# of Sites

Type

Columbia Basin Master Sample

EPA

551,046 Linear stream

Select Master Sample

Washington Statewide

WD Ecology

387,237 Linear stream

Select Other Sites

Bonneville Reservoir

USGS

134,346 Area-based

Western US Streams, NHD+

NRCS

2,130,450 Linear stream

Klamath Rivers

CDFG

24,509 Linear stream

Define Frame

This is single-select (even though we’re showing checkboxes rather than radio buttons). We may enable selecting multiple master samples in the future. We use a list because we expect the number of master samples to grow.

Create Panels Add Attributes to Stratify Stratify Generate Sample Sites

Document Your Design

Go to Monitoring Site Manager to learn more about master samples. View their boundaries, review their design documentation, and compare their attributes.

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Go to Next Step

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This needs to check if the user has returned to this step and changed their selection. · If so, the tool then needs to check whether “Save” has happened at the Define Frame or Stratify steps. · If so, a message must appear: “You are changing the master sample for this sample design. This will cause you to lose the information entered in the Define Frame step (and in the Stratify step). Continue?”

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Broadsheet for Monitoring Sample Designer Select Other Sites (Legacy Sites) APPS

Welcome Joe! Log Off | Help

This page is enabled for users who are logged in, and have created a monitoring project and sample design. They typically will have arrived here directly after they select a master sample. The user will have imported their legacy sites in preparation to selecting them here.

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Home > Design Sample > Select Other Sample

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction Basics Prepare Your Sites

The primary purpose of this page is to select legacy sites that will be integrated into a master sample in creating a sample design. The sample of sites selected should already have the attributes needed to build the target frame.

Select Other (Legacy) Sites Note: Integrating sites other than the master sample sites to your sample design may affect your ability to create a statistically sound survey. Please consult with a monitoring design expert when integrating sites into a GRTS sample. For more information, see Integrating Legacy Sites into a Master Sample.

Import Sites

Select the set of sites that you want to include in your sample design.

Add Attributes

Select for your Sample Design

Create Your Sample Design

Select Master Sample Select Other Sites

Name of set of sites

Monitoring Projects

Lewis County legacy sites SW Washington Monitoring E

126 John Doe

Entiat IMW

148 Carol Monitor

Entiat

The list of samples here is the same as the Monitoring Site Manager: List of Other Sites. These sites are screened when imported so that they do not include master sample sites.

#Sites Owner

Sites sampled in 2005 on LC Lamprey Monitoring

24 Joe Sampler

Asotin IMW

12 Steve Helperin

Asotin

Initially we are building this to be a single-select option, that only one set of sites may be selected and included in a sample design. OK?

Define Frame Create Panels Add Attributes to Stratify

DOCUMENT WHY YOU ARE ADDING THESE SITES: Click this link to document your decision to include additional sites to your sample design.

A mock-up of Documenting the Design is shown after the Define Frame pages.

Stratify Generate Sample Sites

Document Your Design Go to Monitoring Site Manager to view, edit and add samples, and to add attributes to selected samples.

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As with the previous page, this needs to check if the user has returned to this step and changed their selection. · If so, the tool then needs to check whether “Save” has happened at the Define Frame or Stratify steps. · If so, a message must appear: “You are changing the legacy sites for this sample design. This will cause you to lose the information entered in the Define Frame step (and in the Stratify step). Continue?”

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Broadsheet for Monitoring Sample Designer

Define Frame Define Frame APPS

#187

Define frame – Build Criteria

#209

Define frame – Apply Criteria

Welcome Joe! Log Off | Help

Monitoring Sample Designer The functionality used here is the same as filtering functionality in Taurus (Portfolio > New Portfolio). Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Home > Design Sample > Define Frame

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Define Frame

Introduction Basics Prepare Your Sites

1. Build criteria: Use the criteria groups and individual criteria to filter the set of sites so that the set represents your target population.

In this example, there are no legacy sites and all attributes exist in the master sample.

This sample contains sites where...

Import Sites

Criteria Group 1 – criteria in this group are AND’ed

Add Attributes

Attribute

Operation

Value

Strahler Order

Less than

4

Elevation

Greater than

2000

Select Master Sample

fcode

is

46006

Select Other Sites

Criteria Summary

Create Your Sample Design

Define Frame

A

B C

Create Panels

together

Add another Criteria Group

The Criteria Summary will also be displayed in the Design Documentation (see page after next).

Sites where Strahler Order is less than “4” AND Elevation is greater than “2000” AND fcode is “46006”

Add Attributes to Stratify Stratify Generate Sample Sites

Document Your Design

2. Apply criteria to define your survey frame.

Apply Criteria

Sites in the source samples: Sites in your survey frame:

551,070 182

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Broadsheet for Monitoring Sample Designer

Define Frame (complex case) APPS

#187

Define frame – Build Criteria

#209

Define frame – Apply Criteria

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

About

Home > Design Sample > Define Frame

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Define Frame

Introduction

The default treatment of legacy sites initially will be to include them all – the checkbox will be locked “TRUE”.

Include all Legacy Sites in the defined frame.

Basics Prepare Your Sites

1. Build criteria: Use the criteria groups and individual criteria here to filter the set of sites so that the set represents your target population.

Import Sites

Criteria Group 1 – criteria in this group are OR’ed

Add Attributes

Attribute

Operation

Value

Strahler Order

Is less than

4

together

Create Your Sample Design

Group 1 is AND’ed

Select Master Sample

Criteria Group 2 – criteria in this group are OR’ed

Select Other Sites

Attribute

Operation

Value

Subbasin

is

Lewis

Eco Region

contains

Marine West Coast Forest

Define Frame

to Group 2

together

Create Panels Add Attributes to Stratify

Criteria Summary 1

Stratify

2

The Criteria Summary will also be displayed in the Design Documentation (see next page).

Sites where Strahler Order is less than “4” AND Sites where Subbasin is “Lewis” OR Eco Region contains “Marine West Coast Forest”

Generate Sample Sites

Document Your Design 2. Apply criteria to define your survey frame. Sites in the source samples: Sites in your survey frame:

Apply Criteria

551,070 582

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Broadsheet for Monitoring Sample Designer

Documenting the Design APPS

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

At every step in the design process, the user will be able to launch the template for entering design documentation. · Some design documentation is drawn directly from user decisions in the system. · Some is entered by the user.

About

Home > Design Sample > Define Frame

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Define Frame

Basics

Target Population:

1. Build criteria: Use the criteria groups and individual criteria here to filter the set of Describe the population. target population of your sample design. sites so that the set represents your target

Import Sites

Criteria Group 1 – criteria in this group are OR’ed

Add Attributes

Attribute

Operation

Value

Strahler Order

Is less than

4

together

Create Your Sample Design

Group 1 is AND’ed

Select Master Sample

Criteria Group 2 – criteria in this group are OR’ed

Select Other Sites

Attribute

Operation

Subbasin

is

Define Frame

This pop-up form allows the user to update the design documentation at any step in the sample design.

From Master Sample: All stream and river channels within USGS Hydro Region 17 and portions of Hydro Regions 16 and 18 that are within boundaries of Oregon and Idaho. This covers all of Oregon frame. and Washington as well as small sections of Montana, Wyoming, Utah, Nevada and Include all Legacy Sites inIdaho, the defined California that are part of the Columbia River Watershed.

Introduction

Prepare Your Sites

X

Document Your Sample Design

Sample Frame:

to Group 2

together

Value

Criteria Summary SitesLewis where Strahler Order is less than “4” 1 2 AND contains Marine West Coast Forest Sites where Subbasin is “Lewis” OR Eco Region contains “Marine West Coast Forest”

Eco Region

Create Panels Add Attributes to Stratify

Criteria Summary 1

Stratify

2

Value

Sites where Strahler Order is less Describe the“4”Sample Frame 4 than AND Sites where Subbasin is “Lewis” OR Eco Region contains “Marine West Coast Forest”

Generate Sample Sites

Spatial Design:

Document Your Design

From Masterframe. Sample: A Generalized Random Tessellation Stratified (GRTS) survey design for a 2. Apply criteria to define your survey Apply Criteria linear resource was Apply used. Criteria The GRTS design includes reverse hierarchical ordering of the Sites in the source samples: Sites in your survey frame:

selected sites. 551,070

582 Upload Supporting Documents

Save © Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

Print Design Documentation

Go to Next Step Not sure this is completely necessary… perhaps a nice-to-have feature?

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Broadsheet for Monitoring Sample Designer

Create Panels APPS

#192

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Create Panels

Analyze Field Data

Discuss

This copies the panel building feature in Monitoring Methods. Once this site is in production, the capability in MM will be removed and replaced with a message to go here (very few study designs in MM have used the panel creation capability).

About

Home > Design Sample > Create Panels

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Create Panels.

The necessary output of this page for strat_panel.fcn (the design R-code) is: * Number of panels * Number of sites (samples) per panel.

Introduction Basics

In the fields below, enter a few key variables and click Build Panels. Estimated or desired study duration:

9

Year(s)

The most often you plan to revisit a site is every:

1

Year(s)

Import Sites

The least often you plan to revisit a site is every:

3

Year(s)

Add Attributes

Planned total # of Panels:

4

Year(s)

Prepare Your Sites

Create Your Sample Design

Build Panels

For this sample design, the design documentation will use: * The panel table with its rotation scheme (name and check boxes). * Temporal design description: the background and rationale.

Edit Panels

Select Master Sample Select Other Sites Define Frame Create Panels Add Attributes to Stratify Stratify Generate Sample Sites

Document Your Design

# Panel 1 2 3 4

1

2

3

4

5

6

7

8

9

Annual Rotate 1 Rotate 2 Rotate 3

Planned # of Sites per 1 Year (s)

Planned # of Sites

25 25 25 25 50

50 50 50 50 50 50 50 50

100

Note: If you stratify, the panel sites will be distributed evenly across the strata. The total # of sites in your sample design will be determined by the # of sites entered in the Stratify step. DOCUMENT YOUR TEMPORAL DESIGN: Click this link to document the background and rationale for the panel plan.

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Broadsheet for Monitoring Sample Designer

Add Attributes to Stratify APPS

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

The functionality to add attributes to a set of sites is in Monitoring Sites Manager. Here in Sample Designer, that functionality is duplicated to facilitate the workflow.

About

Home > Design Sample > Add Attributes to Stratify

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction

Add Attributes to Stratify

Users are likely to want to add attributes at this stage for two reasons: · The existing attributes of the master sample help to winnow the frame; however, more attributes are needed to complete defining the frame. · Attributes are needed to stratify. In both cases, the attributes are added after the frame is winnowed so that they have fewer sites to worry about.

1. Download a CSV file or shapefile of the sites of your sample design to use as a template.

Basics

Download CSV Template

or

Download Shapefile

Prepare Your Sites

Import Sites Add Attributes Create Your Sample Design

Select Master Sample

2. In the downloaded file, add attribute columns and populate the columns with values. Open the downloaded file in Excel or other editor, and enter values in each new attribute column for each site. When done, save the file as a CSV, not XLS, file (or as a .dbf file if saving a shapefile).

Select Other Sites Define Frame

3. Upload your augmented file:

Create Panels

...Files/MasterSample_AddedAttribute_input.csv

Browse...

Import Attributes

Add Attributes to Stratify

Does this page suggest that the attributes will be added to the sites of this sample design sample only? Is that a problem?

Stratify Generate Sample Sites

Document Your Design

Results of Import: Attributes successfully imported: Attribute values successfully imported:

2 742

Attribute values rejected:

Why?

Go to Monitoring Site Manager to view your added attributes (after saving). Save © Pacific Northwest Aquatic Monitoring Partnership (PNAMP)

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Broadsheet for Monitoring Sample Designer

Stratify APPS

#193

The user may winnow the sample as well as stratify it in this step. To make this clear, we could call this out in the portion of the Design Documentation that is “auto-populated” with their selections.

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Stratify and allocate samples across strata

Pop-up entry form for Categorical Variable List is automatically populated with values.

Evaluate Site Status

Analyze Field Data

Discuss

About

Select Acceptable Values

Entry form for Continuous Variable User enters minimum and maximum ‘bin’ values.

X

X

Define Acceptable Values

Home > Design Sample > Stratify

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction

Sample Design: Attribute: Attribute Type:

Survey A Strahler Order Categorical

Attributes

Prepare Your Sites

Import Sites

Acceptable Values

Valley Type

Transport, Depositional

Strahler Order

1,2,3

Survey A Elevation Continuous

Minimum

Maximum

0

500

0

501

1000

1

1001

1500

2

1501

2000

3

2001

- 999

1. Select the attributes and the acceptable values that define the strata, then create your table of strata based on them.

Basics

Accept

Value

Accept

Stratify and allocate sampling effort across strata.*

Sample Design: Attribute: Attribute Type:

4

Save

Cancel

Save

Add Attributes

Cancel

Create Your Sample Design Create Table

Select Master Sample Select Other Sites Define Frame Create Panels Add Attributes to Stratify

We hope to limit the number of stratifying attributes to three (or four…) Any issues with such a limit? 2. Enter the number of sites per stratum row, and name each stratum. The attributes that you selected above are displayed in the first columns of the table below, and their values define the strata. Each row is a stratum. for each, enter the number of sites and give it a name. Edit

Stratify Generate Sample Sites

Document Your Design

Strata Code

Stratum #1 Valley Type

Stratum #2 Strahler Order

Legacy Site Available # Allocation Sites in Frame Samples

Name Each Stratum

A1_B1

Transport

1

8

143

20

Transport SO1

A1_B2

Transport

2

0

23

16

Transport SO2

A1_B3

Transport

3

5

75

16

Transport SO3

A2_B1

Depositional

1

3

34

16

Depositional SO1

A2_B2

Depositional

2

1

25

16

Depositional SO2

A2_B3

Depositional

3

Depositional SO3

TOTAL

0

66

16

17

366

100

*I have stratified my sample offline.

How do I do this?

We hope to avoid this. This would give the user maximum flexibility but we would lose information about how the sample is designed. If offered, the user could possibly download their sample, add a Stratum column, and using the Add Attributes page, import the Stratum column as an attribute. .

The strata names given here by the user provide a useful means of filtering the final GRTS sample, and will later be used in the ‘block’ names, which are panel name - strata name permutations. The Strata Code column is applied to each site in the sample. This is used by the R-code design functions.

Planned # of Sites per your Panel Design: 100 DOCUMENT YOUR CHOICE OF STRATA.

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Broadsheet for Monitoring Sample Designer

Strata and Panels

Adding strata to the table: two approaches Build the table downward and right-ward. This is more readable if we limit the number of stratifying attributes. 3? 4? ?

Strata Code

Edit

Stratum #1 Valley Type

A1

Transport

A2

Depositional

Legacy Site Available # Allocation Sites in Frame Samples

TOTAL

Strata Code

Edit

Stratum #1 Valley Type

Name Each Stratum

13

241

52

Transport

4

125

48

Depositional

17

366

100

Stratum #2 Strahler Order

Strata Code

Edit

Table when one attribute defines strata.

Attribute

Legacy Site Sites in # # OverAllocation Frame Samples samples

Value

A1

Valley Class

Transport

A2

Valley Class

Depositional

TOTAL

Legacy Site Available # Allocation Sites in Frame Samples

Name Each Stratum

A1_B1

Transport

1

8

143

20

Transport SO1

A1_B2

Transport

2

0

23

16

Transport SO2

A1_B3

Transport

3

5

75

16

A2_B1

Depositional

1

3

34

A2_B2

Depositional

2

1

25

A2_B3

Depositional

3

TOTAL

Build the table downward only. This table is more difficult to read, but more scalable.

Strata Code

Edit

A1

Attribute

241

52

18

Transport

4

125

48

18

Depositional

17

366

100

100

Transport

Name Each Stratum

# Oversamples

13

241

A1_B1

Strahler Order

1

8

23

20

6

Transport SO1

Transport SO3

A1_B2

Strahler Order

2

0

75

16

6

Transport SO2

16

Depositional SO1

A1_B3

Strahler Order

3

5

75

16

6

Transport SO3

16

Depositional SO2

A2

4

125

Depositional SO3

A2_B1

Strahler Order

1

3

34

16

6

Depositional SO1

A2_B2

Strahler Order

2

1

25

16

6

Depositional SO2

A2_B3

Strahler Order

3

0

66

16

6

Depositional SO2

17

366

100

36

0

66

16

17

366

100

Table when two attributes define strata.

Valley Class

13

Legacy Site Sites in # Allocation Frame Samples

Value

Name Each Stratum

Valley Class

Depositional

TOTAL

Oversamples are optional vis-àvis the R-code, which designates everything that isn’t a sample as an over-sample. I’m assuming that we want to apply them to the draw anyway.

Allocating samples across panels and strata User-defined by panel by stratum. Is this a real world use case? Do we ever need to do this?

Allocate panel samples equally across strata. This is how we plan to build it.

User will enter this column.

The R-code will accommodate entering sites by panel by strata (below), but we won’t offer this initially. OK? Edit

Strata Code A1

Attribute

Value

Valley Class

Transport

Legacy Site Sites in Allocation Frame

# Sites

Panel 1 Panel 2 Panel 3 Panel 4

Name Each Stratum

Edit

Strata Code A1

Attribute

Value

Valley Class

Transport

Legacy Site Sites in Allocation Frame

# Sites

Panel 1 Panel 2 Panel 3 Panel 4

Name Each Stratum

13

241

13

241

A1_B1

Strahler Order

1

8

23

20

9

0

6

5

Transport SO1

A1_B1

Strahler Order

1

8

23

20

5

5

5

5

Transport SO1

A1_B2

Strahler Order

2

0

75

16

8

4

4

0

Transport SO2

A1_B2

Strahler Order

2

0

75

16

4

4

4

4

Transport SO2

A1_B3

Strahler Order

3

5

75

16

8

4

0

4

Transport SO3

A1_B3

Strahler Order

3

5

75

16

4

4

4

4

Transport SO3

4

125

4

125

A2

Valley Class

Depositional

A2

Valley Class

Depositional

A2_B1

Strahler Order

1

3

34

16

0

8

0

8

Depositional SO1

A2_B1

Strahler Order

1

3

34

16

4

4

4

4

Depositional SO1

A2_B2

Strahler Order

2

1

25

16

0

0

8

8

Depositional SO2

A2_B2

Strahler Order

2

1

25

16

4

4

4

4

Depositional SO2

A2_B3

Strahler Order

3

0

66

16

0

9

7

0

Depositional SO2

A2_B3

Strahler Order

3

0

66

16

4

4

4

4

Depositional SO2

17

366

100

25

25

25

25

17

366

100

25

25

25

25

TOTAL

TOTAL

Tool will automatically allocate evenly. These columns are to illustrate the allocation; they will NOT be displayed in the Table of Strata (page after next).

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Broadsheet for Monitoring Sample Designer

Generate Sample Sites APPS

Welcome Joe! Log Off | Help

Monitoring Sample Designer Home

Explore

Design Design Sample Sample

Evaluate Site Status

Analyze Field Data

Discuss

#194

Generate Sample Sites

#195

Run the R-code design function

#196

Save GRTS sample and display it in Site Manager - Other Samples.

About

Home > Design Sample > Generate Sample Sites

Sample Design:

Survey A

Monitoring Project:

L C Lamprey Monitoring

STEPS TO BUILD YOUR SAMPLE DESIGN

Introduction Basics

If no Panels or Stratification:

Generate Sample Sites. 1. Review the desired number of samples and over-samples (enter if the Create Panels and the Stratify steps were skipped).

1. Review the desired number of samples and over-samples (enter if the Create Panels and the Stratify steps were skipped). # Samples

# Oversamples

Stratify

100

36

Stratify

Import Sites

Create Panels

100

36

Create Panels

Add Attributes

Enter here

100

36

Enter here

Prepare Your Sites

Create Your Sample Design

# Samples

# Oversamples

0

0

0

0

100

36

These text boxes are enabled only if nothing has been entered in the Create Panels or Stratify steps.

Note: The Stratify numbers will be used if the numbers differ between Stratify and Panels.

Note: The Stratify numbers will be used if the numbers differ between Stratify and Panels.

Select Master Sample Select Other Sites Define Frame

2. Generate a GRTS sample.

Generate GRTS Sample This runs the design function of the R-code. It first tests that: · A Master Sample has been selected. · The number of desired samples (sites) is greater than zero. A message should display informing the user what’s missing if the button is disabled. The output is displayed in Other Samples: Sample Detail of Monitoring Sites Manager.

3. View the results.

Create Panels

Number of sites before generating the GRTS sample. Number of sites after generating the GRTS sample. Number of oversamples Number of panels Number of strata

Add Attributes to Stratify Stratify Generate Sample Sites

366 100 36 4 6

A message, either error or success, will deliver summary results here. The full data frame results is displayed in Other Samples: Sample Detail of Monitoring Sites Manager.

Congratulations! You have completed your Sample Design!

Document Your Design

Go to Monitoring Site Manager to view and export your GRTS design sample. … and don’t forget to...

This redirects the user to Monitoring Site Manager > Explore Sites > Other Samples > Sample Detail.

DOCUMENT YOUR DESIGN: Please complete any items that are still open regarding your design documentation.

Save

...so does this.

Go to Monitoring Site ManagerSave to view GRTS design sample Go to Next Step

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