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
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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
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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
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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
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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
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Simplest Case (none apply; last one checked)
Monitoring Sample Designer Home
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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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© 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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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
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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
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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
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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.
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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.
Save © Pacific Northwest Aquatic Monitoring Partnership (PNAMP)
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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
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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
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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
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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
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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.
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Monitoring Sample Designer Home
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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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User could enter these values.
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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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