Difference between revisions of "Editing locations in the location catalog"

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(Step-by-step description)
 
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==Background==
 
==Background==
The ability to edit locations and delete obsolete location from your from the location tree of an operation should allow users to main a clean catalog of relevant location at all time. However, please note that the editing locations affects all observations that have ever been associated with the given location. For example, if you change the location of a weather site, all associated historic observations will be moved to the new location. Similarly, when you change the name of a ski run, all of the associate historic avalanche observation will then be associated with the new name of the ski run.  
+
The ability to edit locations and delete obsolete locations should allow operations to maintain a clean catalog of relevant locations at all times. However, please note that editing locations affects all observations that have ever been associated with the given location. For example, if you change the location of a weather site, all associated historic observations will be moved to the new location. Similarly, when you change the name of a ski run, all of the associated historic avalanche observations will then be associated with the new name of the ski run.  
  
 
We recommend the following '''guidelines for the maintenance of your location catalog''':
 
We recommend the following '''guidelines for the maintenance of your location catalog''':
  
* Editing is appropriate for minor changes in the attributes (e.g., fixing of typos, name changes, minor adjustments of their geometries) of location that still represent the same piece of terrain. This approach will ensure that that time series (e.g., long-time observations at a weather site with a changing name) will be maintained.
+
* Editing is appropriate for minor changes in the attributes (e.g., fixing of typos, name changes, minor adjustments of their geometries) of locations that still represent the same piece of terrain. This approach will ensure that the time series (e.g., long-time observations at a weather site with a changing name) will be maintained.
  
* If the geometry of a location changes considerable, it would be better to delete the location and create a new location under the same name. This approach will ensure that all observations associated with this location are displayed at their appropriate locations.
+
* If the geometry of a location changes considerably, it would be better to delete the location and create a new location under the same name. This approach will ensure that all observations associated with this location are displayed at their appropriate locations.
  
 
==Step-by-step description==
 
==Step-by-step description==
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|-
 
|-
 
|class="StepNum" | 1.
 
|class="StepNum" | 1.
|[[File:AdminMenuOperationAdministrator.png|300px|thumb|right|Fig. 1: Administration menu for operation administrator]] Select the Location Catalog from the administration menu (cog wheel) in the top left corner of the screen (Fig. 1).
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|[[File:AdminMenuOperationAdministrator.png|300px|thumb|right|Fig. 1: Administration menu for operation administrator]] Select 'Location Catalog' from the administration menu (cog wheel) (Fig. 1).
 
|-
 
|-
 
|class="StepNum" | 2.
 
|class="StepNum" | 2.
|[[File:LocationCataolgScreen.png|300px|thumb|right|Fig. 2: Location catalog screen]] This will get you to the location catalog screen of the application (Fig. 2). Please note that depending on your connectivity and the size of your location catalog, it might take a while to start Google Earth and load your entire location catalog. The location catalog screen shows your location hierarchy tree on the right and a Google Earth map on the right.
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|[[File:LocationCataolgScreen.png|300px|thumb|right|Fig. 2: Location catalog screen]] The location catalog screen (Fig. 2) shows your location hierarchy tree and a map.
{{Issue|The system currently does not provide the user with any progress information about the loading of the location catalog.|IssueWithImage|834|Aug. 26, 2013}}
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{{Note|Please note that depending on your connectivity and the size of your location catalog, it might take a while to load your entire location catalog. A message will indicate the location catalogue is downloading.|NoteWithImage}}
 
|-
 
|-
 
|class="StepNum" | 3.
 
|class="StepNum" | 3.
|Expand the location hierarchy tree on the right as required by clicking on the little plus (+) signs left of locations that contain other locations.
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|Expand the location hierarchy tree as required by clicking on the little plus (+) signs left of locations that contain other locations and click to navigate to the location you would like to edit. The locations are sorted by location type first and alphabetic location name second.  
{{Issue|The order of locations within the location tree is currently somewhat random, which make it difficult to navigate through large location trees. It is intended that the locations within each location parent would eventually be sorted by location type and name to make navigation easier.<br/>''Workaround'': See [[Searching for a location in your location catalog]]. |IssueNoImage|832|Sept. 22, 2013}}
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Alternatively you can search your location catalog by clicking on the [[File:ButtonSearch.png]] button at the top of the location tree.
 
|-
 
|-
 
|class="StepNum" | 4.
 
|class="StepNum" | 4.
|[[File:LocationEditWindow.png|300px|thumb|right|Fig. 3: Location edit popup window]] Right click on the the location you would like to edit. This will open a small menu with an edit option. To have access to this menu item, you need to be either an operation administrator or a super user. Select the edit option. This will open a pop-up window with a second Google Earth map that contains the existing information of the location and a maps that will immediately zoom to the area of the location (Fig. 3).
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|[[File:LocationEditMode.png|300px|thumb|right|Fig. 3: Location map in editing mode]] Right click on the the location you want to edit. This will open a small menu with an edit option. To have access to this menu item, you need to be either an operation administrator or a super user. Select the edit option. This will replace the location tree with a location form filled with the information of the location to be edited and the map section will change from viewing to editing mode (Fig. 3).  
{{Issue|Sometime the menu options in the location tree do not seem to be enabled.<br/>''Workaround'': Leave the location catalog page and return to it or completely restart the browser. |IssueWithImage|841|Sept. 22, 2013}}
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{{Note|Depending on the complexity of your location (i.e., number of points), it might take a while to load your location in editing mode. You might even get an error message from Google Chrome informing you that the application is taking too long to respond. Click on 'Wait for application' to continue.|NoteWithImage}}
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|-
 
|-
 
|class="StepNum" | 5.
 
|class="StepNum" | 5.
 
|Edit any of the information in the fields at the top of the pop-up window:
 
|Edit any of the information in the fields at the top of the pop-up window:
* '''Name''' (required): Full name of the location
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* '''Name''' (required):<br/>Full name of the location
* '''Abbreviation''' (required): Abbreviation to be used for the location in the tabular InfoEx reports.
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* '''Abbreviation''' (required):<br/>Abbreviation to be used for the location in the tabular InfoEx reports.
* Description: Detailed description of the location
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* '''Description''' (optional):<br>Detailed description of the location
* External ID: The external ID of a location is required if your operation submits their observations from an external database system via the API (see [[How to submit observation to the InfoEx via the CAAML 3.0.3 API]] for more information). The external ID is also required for location that already existed in the legacy CAAML driven InfoEx and have historic observation associated with them.
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* '''External ID''' (only accessible to super users):<br/>The external ID of a location is required if your operation submits their observations from an external database system via the API (see [[Submitting observations to the InfoEx via the CAAML 3.0.3 API]] for more information). The external ID is also required for locations that already existed in the legacy CAAML driven InfoEx and have historic observation associated with them.
* Elevation (weather site only): Elevation of weather site in meters.
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* '''Elevation''' (weather site only):<br/>Elevation of weather site in meters. When you create a new weather site, its elevation will automatically be extracted from the digital elevation model (DEM) of the map. You can, however, overwrite the automatically created value.
 
{{Note|Since locations are primarily referred to by name in the InfoEx system, it is not advisable to create multiple location of the same type with the same name. However, the system currently does not explicitly check for it.|NoteNoImage}}
 
{{Note|Since locations are primarily referred to by name in the InfoEx system, it is not advisable to create multiple location of the same type with the same name. However, the system currently does not explicitly check for it.|NoteNoImage}}
 
|-
 
|-
 
|class="StepNum" | 6.
 
|class="StepNum" | 6.
|If necessary, modify the geometry of the location. There are currently two options for editing the geometry of a location:
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|If necessary, modify the geometry of the location.  
* '''Editing the geometry directly using the available drawing tools'''.<br/>See [[Creating or editing the geometry of a location using the available drawing tools]] for more details on this method.
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* '''Replacing the geometry by uploading a new geometry from a Google Earth KML file'''.<br/>See [[Importing the geometry of a location from a KML file]] for more details on this method.
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* ''Editing the geometry directly using the available drawing tools''.<br/>See [[Editing the geometry of an existing location using the available drawing tools]] for more details on this method.
{{Issue|Editing locations directly in the Google Earth map has not been implemented yet|IssueNoImage|132|Sept. 22, 2013)}}
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** ''Replacing the geometry by uploading a new geometry from a Google Earth KML file''.<br/>See [[Importing the geometry of a location from a KML file]] for more details on this method.
 +
 
 
|-
 
|-
 
|class="StepNum" | 7.
 
|class="StepNum" | 7.
|Click on {{ButtonGrey|Edit}} to commit the changes to the InfoEx system. This will close the pop-up window.
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|[[File:CatalogAddPhotoToLocation.png|300px|thumb|right|Fig. 5: Adding a photo to a location.]]
{{Issue|Even though the information for the new location is committed to the system, the pop-up window does not always close.<br/>''Workaround'': After clicking on {{ButtonGrey|Add}}, click on {{ButtonGrey|Cancel}} to close the window.|IssueNoImage|795|Aug. 24, 2013}}
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To add a photo to a location, drag the photo onto the square below the regular information fields for the location or click on the 'Add' hyperlink above the square to open the regular file dialog box. You can add as many photos as you like.
{{Issue|The main Google Earth map currently does not instantly update after any edits to the location catalog.<br/>''Workaround'': To see the newly added location, exit the location catalog page of the application (e.g., go to reports) and come back to the location catalog page to refresh it.|IssueNoImage|831|Sep. 22, 2013}}
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{{Note|The InfoEx system will perform more quickly for you if you limit the size of these images to a less than 1 MB.|NoteWithImage}}
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* To change the order of the uploaded images, arrange the thumb nails into the desired order.
 +
* To delete a photo, click on the [[File:ButtonDelete.png]] in the top right corner of the photo.
 +
|-
 +
|class="StepNum" | 8.
 +
|Click on {{ButtonGrey|Update}} to save the changes. This will submit the changes to the InfoEx database and change the mode of the location catalog back to viewing.
 
|}
 
|}
  
 
==Related documents==
 
==Related documents==
* [[Adding locations to the location catalog]]
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{{PagesLocations}}
**[[Entering the geometry of a location using the available drawing tools]]
 
**[[Importing the geometry of a location from a KML file]]
 
* [[Deleting locations from the location catalog]]
 
* [[Creating a hierarchy among your locations]]
 
* [[Searching for a location in the location catalog]]
 
  
 
==Functionality tested by==
 
==Functionality tested by==
* Oct. 21: Pascal Haegeli / QA Server / Test Version 0.31.00
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* Dec. 22, 2013: Pascal Haegeli
  
[[Category:Super User]][[Category:Operation Administrator]][[Category:Locations]][[Category:Software Issues]][[Category:Version 0.31.00]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Locations]][[Category:Software Issues]][[Category:Version 3.4.0]]

Latest revision as of 18:11, 2 December 2015

REQUIREMENTS
Permission Operation Administrator or higher
Connectivity Online only

This document describes how to edit locations in the location catalog of your operation.

Background

The ability to edit locations and delete obsolete locations should allow operations to maintain a clean catalog of relevant locations at all times. However, please note that editing locations affects all observations that have ever been associated with the given location. For example, if you change the location of a weather site, all associated historic observations will be moved to the new location. Similarly, when you change the name of a ski run, all of the associated historic avalanche observations will then be associated with the new name of the ski run.

We recommend the following guidelines for the maintenance of your location catalog:

  • Editing is appropriate for minor changes in the attributes (e.g., fixing of typos, name changes, minor adjustments of their geometries) of locations that still represent the same piece of terrain. This approach will ensure that the time series (e.g., long-time observations at a weather site with a changing name) will be maintained.
  • If the geometry of a location changes considerably, it would be better to delete the location and create a new location under the same name. This approach will ensure that all observations associated with this location are displayed at their appropriate locations.

Step-by-step description

1.
Fig. 1: Administration menu for operation administrator
Select 'Location Catalog' from the administration menu (cog wheel) (Fig. 1).
2.
Fig. 2: Location catalog screen
The location catalog screen (Fig. 2) shows your location hierarchy tree and a map.
NOTE Please note that depending on your connectivity and the size of your location catalog, it might take a while to load your entire location catalog. A message will indicate the location catalogue is downloading.
3. Expand the location hierarchy tree as required by clicking on the little plus (+) signs left of locations that contain other locations and click to navigate to the location you would like to edit. The locations are sorted by location type first and alphabetic location name second.

Alternatively you can search your location catalog by clicking on the ButtonSearch.png button at the top of the location tree.

4.
Fig. 3: Location map in editing mode
Right click on the the location you want to edit. This will open a small menu with an edit option. To have access to this menu item, you need to be either an operation administrator or a super user. Select the edit option. This will replace the location tree with a location form filled with the information of the location to be edited and the map section will change from viewing to editing mode (Fig. 3).
NOTE Depending on the complexity of your location (i.e., number of points), it might take a while to load your location in editing mode. You might even get an error message from Google Chrome informing you that the application is taking too long to respond. Click on 'Wait for application' to continue.
5. Edit any of the information in the fields at the top of the pop-up window:
  • Name (required):
    Full name of the location
  • Abbreviation (required):
    Abbreviation to be used for the location in the tabular InfoEx reports.
  • Description (optional):
    Detailed description of the location
  • External ID (only accessible to super users):
    The external ID of a location is required if your operation submits their observations from an external database system via the API (see Submitting observations to the InfoEx via the CAAML 3.0.3 API for more information). The external ID is also required for locations that already existed in the legacy CAAML driven InfoEx and have historic observation associated with them.
  • Elevation (weather site only):
    Elevation of weather site in meters. When you create a new weather site, its elevation will automatically be extracted from the digital elevation model (DEM) of the map. You can, however, overwrite the automatically created value.
NOTE Since locations are primarily referred to by name in the InfoEx system, it is not advisable to create multiple location of the same type with the same name. However, the system currently does not explicitly check for it.
6. If necessary, modify the geometry of the location.
7.
Fig. 5: Adding a photo to a location.

To add a photo to a location, drag the photo onto the square below the regular information fields for the location or click on the 'Add' hyperlink above the square to open the regular file dialog box. You can add as many photos as you like.

NOTE The InfoEx system will perform more quickly for you if you limit the size of these images to a less than 1 MB.
  • To change the order of the uploaded images, arrange the thumb nails into the desired order.
  • To delete a photo, click on the ButtonDelete.png in the top right corner of the photo.
8. Click on Update to save the changes. This will submit the changes to the InfoEx database and change the mode of the location catalog back to viewing.

Related documents

Functionality tested by

  • Dec. 22, 2013: Pascal Haegeli