TITLE: Lagash Archaeological Survey and Recording System (LASRS) - Creating Collection Forms with ArcGIS Field Maps
AUTHORS: Paul C. Zimmerman

[DESCRIPTION]
By carefully creating a mobile GIS data collection routine for ArcGIS Field Maps, in-field collection of archaeological survey data can be sped up significantly. This protocol outlines how we created such a routine for the Lagash Archaeological Project.

[STEPS]
SECTION: Create the Field Maps Project
1. Log into your ArcGIS Online account with the web browser of your choice.
SECTION: Create the Field Maps Project
2. Click the waffle (grid of dots) menu in the upper right, and select Field Maps.

  

SECTION: Create the Field Maps Project
3. Click the New map button.
SECTION: Create the Field Maps Project
4. Name the first layer Samples, leaving the Layer type as Point layer.
SECTION: Create the Field Maps Project
5. Click the plus button to create a new point layer named Notes, then click the Next button at the bottom of the page.
SECTION: Create the Field Maps Project
6. Turn on high-accuracy GPS receivers if you will use an external GPS device (such as an RTK rover) for data collection, otherwise leave this turned off if you intend to use the iPad’s internal GPS.
SECTION: Create the Field Maps Project
7. Leave 3D spaces turned off, and click the Next button at the bottom of the page.
SECTION: Create the Field Maps Project
8. Change the Map title to something that is appropriate for the project.
SECTION: Create the Field Maps Project
9. Set the Feature layer title to <Map title> Observations.
SECTION: Create the Field Maps Project
10. Optionally, save the map to a particular folder, then click the Create map button at the bottom of the page.
SECTION: Create the Field Maps Project
11. In the Field Maps interface, click on your avatar in the upper right, and select My content.
SECTION: Configure the Samples Layer
12. Click on the title of the Feature layer created in step 9.
SECTION: Configure the Samples Layer
13. Click on the Samples layer.
SECTION: Configure the Samples Layer
14. Click on Data in the upper right, and switch the view from Table to Fields.
SECTION: Configure the Samples Layer
15. Add the four following fields, using all lower-case and no special characters or spaces for the Field Name:
Status (string; non-null; default value: Positive)
Surveyor (string; non-null)
Write-Off Reason (string)
Explanation (optional) (string)
SECTION: Configure the Samples Layer
16. Click the Status field and then the Create List button. The new list will have the following three values (use the same Label and Code, for simplicity):
Positive
Negative
Write-Off
SECTION: Configure the Samples Layer
17. Click the Surveyor field and then the Create List button. Add entries for each member of the team and an extra catch-all entry called (not listed).
SECTION: Configure the Samples Layer
18. Click on the Write-Off Reason field and then the Create List button. Add entries for each possible reason why a target location may be written off, plus an extra catch-all entry called Other. If data entry will be bilingual, both the English and second language entries must be in the Label field, which is what will be presented to the surveyors on their tablets. For Lagash, the following write-off reasons are entered:
Berm/Canal قناة او ساتر 
Excavation/Spoil Heap حفر او تراب خارج الحفرة 
Field غطاء نباتي - Road طريق 
Slope منحدر 
Structure بناية 
Vegetation شجيرات
Water ماء
Other اخرى
SECTION: Configure the Notes Layer
19. Click the pull-down menu in the upper left to switch from the Samples layer to the Notes layer.
SECTION: Configure the Notes Layer
20. Add the three following fields, using all lower-case and no special characters or spaces for the Field Name:
Observation (string; non-null)
Surveyor (string; non-null)
Description (optional) (string)
SECTION: Configure the Notes Layer
21. Click the Surveyor field and then the Create List button. Add entries for each member of the team and an extra catch-all entry called (not listed).

 

SECTION: Configure the Notes Layer
22. Click on the Observation field and then the Create List button. Add entries for each feature or phenomenon that is likely to be observed, plus an extra catch-all entry called Other. If data entry will be bilingual, both the English and second language entries must be in the Label field, which is what will be presented to the surveyors on their tablets. For Lagash, the following values are entered:
Animal Burrow حفرة حيوانات
Artifact لقى اثارية
Drain/Oven انبوب فخارية او تنور
Tire Tracks/Road طريق
Wadi/Wash وادي
Wall جدار
Other اخرى
SECTION: Import the Targets Layer
23. Click on Content at the top of the web page.
SECTION: Import the Targets Layer
24. Click on the Web Map item saved in step 8.
SECTION: Import the Targets Layer
25. Click the Open in Map Viewer button.
SECTION: Import the Targets Layer
26. Click the down arrow next to the Add button and select Add layer from file.
SECTION: Import the Targets Layer
27. Locate the zip archive created in the final step of the Rectangular Survey Grid Creation with QGIS protocol and upload it as a hosted feature layer.
SECTION: Import the Targets Layer
28. In the Add Layer screen, set the Title to <Map title> Targets and click the Create and add to map button.
SECTION: Import the Targets Layer
29. Click the three dots in the newly-created layer and select Rename. Change the name to Targets.
SECTION: Import the Targets Layer
30. Drag the Targets layer to the bottom of the stack, and the Notes layer to the top then click the Save and open (folder with blue dot) button in the left sidebar and save your changes.

  

SECTION: Configure Layer Symbology and Base Map Imagery
31. Click on the Open in Map Viewer Classic link at the top of the web page.
SECTION: Configure Layer Symbology and Base Map Imagery
32. Mouse over the Notes layer and click the Change Style (shapes) icon.

  

SECTION: Configure Layer Symbology and Base Map Imagery
33. Click the OPTIONS button in the Location (Single symbol) selection under Change Style.

  

SECTION: Configure Layer Symbology and Base Map Imagery
34. Click the Symbols link, and then select the blue notes icon in the SHAPES panel.

  

SECTION: Configure Layer Symbology and Base Map Imagery
35. Set the Symbol Size to 30px, then click OK.
SECTION: Configure Layer Symbology and Base Map Imagery
36. Click the OK button in the lower left to accept your changes to the symbology, then click the DONE button to return to the layers view.
SECTION: Configure Layer Symbology and Base Map Imagery
37. Click the Save (floppy disk) button at the top of the web page to save your changes.
SECTION: Configure Layer Symbology and Base Map Imagery
38. Mouse over the Samples layer and click the Change Style (shapes) icon.
SECTION: Configure Layer Symbology and Base Map Imagery
39. Under Choose an attribute to show click Status.
SECTION: Configure Layer Symbology and Base Map Imagery
40. Click the OPTIONS button in the Types (Unique symbols) selection under Change Style.
SECTION: Configure Layer Symbology and Base Map Imagery
41. Drag the statuses so that Positive is above Negative in the list. Leave Write-Off at the bottom.
SECTION: Configure Layer Symbology and Base Map Imagery
42. Click the blue dot next to Positive to change its symbol, and set the following values, then click OK.
SHAPE > Symbol Size: 14px
FILL > Custom Color: #38A800
OUTLINE > Custom Color: #000000
OUTLINE > Transparency: 0%
SECTION: Configure Layer Symbology and Base Map Imagery
43. Click the red dot next to Negative to change its symbol, and set the following values, then click OK.
SHAPE > Symbol Size: 14px
FILL > Custom Color: #E60000
OUTLINE > Custom Color: #000000
OUTLINE > Transparency: 0%
SECTION: Configure Layer Symbology and Base Map Imagery
44. Click the green dot next to Write-Off to change its symbol, and set the following values, then click OK.
SHAPE > Symbol Size: 14px
FILL > Custom Color: #ADADAD
OUTLINE > Custom Color: #000000
OUTLINE > Transparency: 0%
SECTION: Configure Layer Symbology and Base Map Imagery
45. Click the OK button in the lower left to accept your changes to the symbology, then click the DONE button to return to the layers view.
SECTION: Configure Layer Symbology and Base Map Imagery
46. Mouse over the Targets layer and click the Change Style (shapes) icon.
SECTION: Configure Layer Symbology and Base Map Imagery
47. Click the OPTIONS button in the Location (Single symbol) selection under Change Style.
SECTION: Configure Layer Symbology and Base Map Imagery
48. Click the Symbols link, and then select Basic from the Category menu in the SHAPES panel.
SECTION: Configure Layer Symbology and Base Map Imagery
49. Select an appropriate black-and-white icon, adjust its Symbol Size, and click OK.

  

SECTION: Configure Layer Symbology and Base Map Imagery
50. Click the OK button in the lower left to accept your changes to the symbology, then click the DONE button to return to the layers view.
SECTION: Configure Layer Symbology and Base Map Imagery
51. Mouse over the Targets layer, click the three dots on the right, and select Create Labels.
SECTION: Configure Layer Symbology and Base Map Imagery
52. Enable the Halo for readability.
SECTION: Configure Layer Symbology and Base Map Imagery
53. Choose the alignment that makes the most sense for the orientation of your grid.
SECTION: Configure Layer Symbology and Base Map Imagery
54. Set the Visibility Range to Street (1:5,000) or smaller, depending on your grid spacing.
SECTION: Configure Layer Symbology and Base Map Imagery
55. Click the OK button in the lower left to accept your changes to the labels.
SECTION: Configure Layer Symbology and Base Map Imagery
56. Click the Save (floppy disk) button at the top of the web page to save your changes.
SECTION: Configure Layer Symbology and Base Map Imagery
57. Click the Basemap icon at the upper left of the web page and choose Imagery.
SECTION: Configure Layer Symbology and Base Map Imagery
58. Click the Save (floppy disk) button at the top of the web page to save your changes.
SECTION: Configure the Notes Popup and Data Collection Form
59. Click the Open in Map Viewer link at the top right of the web page.
SECTION: Configure the Notes Popup and Data Collection Form
60. Click on the Notes layer to open its properties, then click on the Popups (gear in a dialog box) icon on the right hand edge of the web page.

  

SECTION: Configure the Notes Popup and Data Collection Form
61. Change the Title from Notes to Note.
SECTION: Configure the Notes Popup and Data Collection Form
62. Expand the Fields list panel and then click the Select fields link to select the following four fields, then click the Done button.
CreationDate
Observation
Surveyor
Description (optional)
SECTION: Configure the Notes Popup and Data Collection Form
63. Drag the Surveyor field above the Observation field.
SECTION: Configure the Notes Popup and Data Collection Form
64. Click the Fields icon in the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Notes Popup and Data Collection Form
65. Click the Description (optional) item and change its Display name to Description, then click Done.
SECTION: Configure the Notes Popup and Data Collection Form
66. Click the Labels icon in the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Notes Popup and Data Collection Form
67. Turn off the Enable labels option.
SECTION: Configure the Notes Popup and Data Collection Form
68. Click the Forms (lightning bolt) icon in the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Notes Popup and Data Collection Form
69. Click the Add all (3) link.
SECTION: Configure the Notes Popup and Data Collection Form
70. Drag Surveyor above Observation.
SECTION: Configure the Notes Popup and Data Collection Form
71. Change the Form title and the Display name of each field to be bilingual. 

SECTION: Configure the Notes Popup and Data Collection Form
72. Select the Description (optional) field and change its Input type to Text - Multiline, then click the OK button in the lower right of the web page.

  

SECTION: Configure the Samples Popup and Data Collection Form
73. Click on the Samples layer to open its properties, then click on the Popups (gear in a dialog box) icon on the right hand edge of the web page.
SECTION: Configure the Samples Popup and Data Collection Form
74. Change the Title from Samples to {status}.
SECTION: Configure the Samples Popup and Data Collection Form
75. Expand the Fields list panel and then click the Select fields link to select the following four fields, then click the Done button.
CreationDate
Surveyor
Write-Off Reason
Explanation (optional)
SECTION: Configure the Samples Popup and Data Collection Form
76. Click the Fields icon in the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Samples Popup and Data Collection Form
77. Click the Explanation (optional) item and change its Display name to Explanation, then click Done.
SECTION: Configure the Samples Popup and Data Collection Form
78. Click the Labels icon in the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Samples Popup and Data Collection Form
79. Turn off the Enable labels option.
SECTION: Configure the Samples Popup and Data Collection Form
80. Click the Forms (lightning bolt) icon in the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Samples Popup and Data Collection Form
81. Click the Add all (4) link.
SECTION: Configure the Samples Popup and Data Collection Form
82. Drag Status above Surveyor.
SECTION: Configure the Samples Popup and Data Collection Form
83. Change the Form title to {status} and the Display name of each field to be bilingual.
SECTION: Configure the Samples Popup and Data Collection Form
84. Select the Status field, then expand the Conditional visibility panel, and add the following expression: Status Is Empty. Name this rule Hide the Status Selector so that you can identify it easily.
SECTION: Configure the Samples Popup and Data Collection Form
85. Select the Write-Off Reason field, then expand the Conditional visibility panel, and add the following expression: Status Is Write-Off. Name this rule Show Write-Off Reason if Status is “Write-Off” so that you can identify it easily.
SECTION: Configure the Samples Popup and Data Collection Form
86. Select the Explanation (optional) field, then expand the Conditional visibility panel, and add the following expression: Status Is Write-Off. Name this rule Show Explanation if Status is “Write-Off” so that you can identify it easily.
SECTION: Configure the Samples Popup and Data Collection Form
87. Change the Input type of the Explanation (optional) field to Text - Multiline, then click the OK button in the lower right of the web page.


SECTION: Configure the Targets Popup
89. Click on the Targets layer to open its properties, then click on the Popups (gear in a dialog box) icon on the right hand edge of the web page (see step 60 for identification of the buttons).
SECTION: Configure the Targets Popup
90. Change the Title from Field Maps Protocol Targets - Field Maps Protocol Targets to {node}.
SECTION: Configure the Targets Popup
91. Click the three dots on the right side of the Fields list panel and then choose Delete.
SECTION: Configure the Targets Popup
92. Click the Save and open (folder with blue dot) button in the left sidebar and save your changes.

 

SECTION: Configure the Web Map for Field Maps
93. Click the waffle (grid of dots) menu in the upper right, and select Field Maps.
SECTION: Configure the Web Map for Field Maps
95. Click on the Notes layer, then switch to the Templates panel.
SECTION: Configure the Web Map for Field Maps
96. Click on New Feature, and set its Display name to Note ملاحظة.
SECTION: Configure the Web Map for Field Maps
97. Click the Save (floppy disk) button for the template.
SECTION: Configure the Web Map for Field Maps
98. Click on the Samples layer, and switch to the Templates panel if it’s not already selected.
SECTION: Configure the Web Map for Field Maps
99. Click on New Feature, set its Display name to Positive أيجابي, and set its description to Artifacts were collected at this location.
SECTION: Configure the Web Map for Field Maps
100. Mouse over the Positive أيجابي template item, and click the Duplicate (overlapping boxes) button.
SECTION: Configure the Web Map for Field Maps
101. Click on Positive أيجابي_copy, set its Display name to Negative سلبي, and set its description to No artifacts were collected at this location.
SECTION: Configure the Web Map for Field Maps
102. Set the Default Value for Status to Negative.
SECTION: Configure the Web Map for Field Maps
103. Mouse over the Negative سلبي template item, and click the Duplicate (overlapping boxes) button.
SECTION: Configure the Web Map for Field Maps
104. Click on Negative سلبي_copy, set its Display name to Write-Off خارج الاعتبار, and set its description to Collections could not be attempted at this location.
SECTION: Configure the Web Map for Field Maps
105. Set the Default Value for Status to Write-Off.
SECTION: Configure the Web Map for Field Maps
106. Click the Save (floppy disk) button for the template.
SECTION: Configure the Web Map for Field Maps
107. Click App settings in the left hand side of the web page.
SECTION: Configure the Web Map for Field Maps
108. Expand Collection, and turn off Snapping and Streaming.
SECTION: Configure the Web Map for Field Maps
109. Expand Feature actions, and turn off Collect here.
SECTION: Configure the Web Map for Field Maps
110. Expand Map tools, and turn off Edit multiple.
SECTION: Configure the Web Map for Field Maps
111. Click the Save changes (floppy disk) button in the upper right.
SECTION: Next Steps
112. Set the ArcGIS Online sharing permissions on the files created to something that’s appropriate for the project, and make sure that the Web Map can be accessed in ArcGIS Field Maps on the mobile devices that you will be using.
SECTION: Configure the Web Map for Field Maps
94. Select the current project from the My maps list.
SECTION: Configure the Samples Popup and Data Collection Form
88. Click the grey area below the Explanation (optional) field then expand the form settings option in the lower right and check the Preserve values when fields are hidden with conditional visibility rules box.