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Modernization of Field Operations
for In Situ Data CollectionLinda Peters
Carmelle Terborgh, Ph.D.
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A Geographic Platform
for Official StatisticsVISION
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The Business of Official StatisticsStatistics published by government or other public agencies
• National Statistical Offices exist to provide information to the
general public, government and the business community in the
economic, demographic, social and environmental fields.
• This information is essential for development in these areas and for
mutual knowledge and trade among the States and peoples of the
world.
• Fundamental Goals include:
- Protect confidentiality of responses
- Minimize the burden on the people who provide the responses
- Ensure accuracy, timeliness, relevance and credibility
Common Indicators:
Population
Housing
Gender
Employment
GDP
Consumer Price Index
Purchasing Parity
Trade
Environmental
Energy
Society
Environment
Economy
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Official Statistics Why is GIS important?
Usable
Interoperable
Common Geographies
Geocoded Units
Fundamental Geospatial Infrastructure
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Planning/Pre-enumeration Enumeration Post-enumeration/Dissemination
Generic Statistical Business Process Model (GSBPM)
v.5.0 Released December 2013
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Workflow definition derived from:
Business Process Management Center for Excellence Glossary, 2009
https://www.ftb.ca.gov/aboutFTB/Projects/ITSP/BPM_Glossary.pdf
Workflows
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WorkflowCreating Shared Information and Facilitating Collaboration
Simple
Workflow
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Why do we care?Impact of good workflow design
LEANMaximize value
SIX SiGMAEliminate defects
LEANMinimize waste
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Plan, organize, prioritize and
assign work
Plan
Coordinate
Receive assignments, communicate
status and coordinate with others
Navigate
Get where you need to be, optimize
your travel routes, use your own dataCapture
Conduct surveys, inspections, collect
new information and document status
Monitor
Monitor the progress and
effectiveness of your field operations
Field Operations: In-Situ Data Collection
ArcGIS
Understand &
Communicate
Ensure data quality and integrity,
make better decisions
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Considerations: In-Situ Field Data Collection
• People
• Hardware
• Software ( Ease of Use)
• Connectivity ( Access)
• Training
• Security
• Time Management
• Device Management
• Database Management
DATA
QUALITY
Accurate & Authoritative
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Collection | Lots of Devices
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Collection | Lots of Apps
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Considerations: In-Situ Field Data Collection
• Other Challenges…
- Project accuracy requirements
- Sample Size needed
- Network availability
- Desired basemap for collection
- Datum transformations
- …..
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Plan, organize, prioritize and
assign work
Plan
Coordinate
Receive assignments, communicate
status and coordinate with others
Navigate
Get where you need to be, optimize
your travel routes, use your own dataCapture
Conduct surveys, inspections, collect
new information and document status
Monitor
Monitor the progress and
effectiveness of your field operations
Field Operations
In Situ Data
ArcGIS
Understand &
Communicate
Ensure data quality and integrity,
make better decisions
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Field Staff Hierarchy
Local Supervisor to
Field Manager
X:X
Enumerator to
Local Supervisor
X:X
What are
appropriate
Staffing
Ratios?
Field
Enumerators
Local
Supervisors
Area or Field
Manager
Regional
Manager
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Planning
Story Map Enumeration Area Creation
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Apps for the Field
Collector
for ArcGIS
Drone2Map
for ArcGIS
Survey123
for ArcGIS
Navigator
for ArcGIS
Workforce
for ArcGIS
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Apps for the FieldWorkforce
for ArcGIS
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Apps for the FieldNavigator
for ArcGIS
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Apps for the Field
Collector
for ArcGIS
Drone2Map
for ArcGIS
Survey123
for ArcGIS
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• Field workforce optimization
• Efficiently plan and assign work
• Receive assignments and report status
from the field
Coordinating field to office workflows
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• View and complete work assignments
• Organize your work list
• Receive notifications
• Set your working status
• Add and edit notes
• View referenced attachments
Coordinate
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• Create new work assignments
• By Geocode
• Using the Map
• From features
• Automatically
• Assign, re-assign and cancel work
• Individually
• In bulk
• Filter and sort assignments
• View all mobile workers
• Search the map
Dispatch work
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Work Assignments
• Properties of a Work Assignment
- Status, Due Date, Priority, Assignee, Type
• States
- Unassigned, Assigned, In Progress, Paused,
Completed, Declined
- Date/Time stamps
• Priorities
- None, Low, Medium, High, Critical*
• Attachments
- Documents, Pictures
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Workers
• Dispatchers and Mobile Workers
• Worker Details
- Contact Number, Title, Notes
• Worker Status
- Working, On Break, Not Working
• Worker Location
- Current Location, Location Tracks
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• Integrated with ArcGIS Apps so you can:
• Get to the location of work assignments using
Navigator for ArcGIS
Open Navigator
and create a route
Return to Workforce
at destination
Get to assigned work
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• Integrated with ArcGIS Apps so you can:
• Get to the location of work assignments using
Navigator for ArcGIS
• Complete your work using:
• Collector for ArcGIS
Open Collector
and go to location
Return to Workforce
when finished
Collect at location
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Collector for ArcGIS
Map Centric Data Collection
Works offline
High Precision
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• Integrated with ArcGIS Apps so you can:
• Get to the location of work assignments using
Navigator for ArcGIS
• Complete your work using:
• Collector for ArcGIS
• Survey123 Open Survey123
Return to Workforce
when finished
Survey at location
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Form-centric Data Collection
Survey123 for ArcGIS
Works Offline
Smart Forms
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Operations Dashboard
Real-time monitoring
Workforce
Key Performance Indicators
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Operations Dashboard
Real-time monitoring
Workforce
Key Performance Indicators
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Location Platform Can Support All Phases…
ArcGIS
Directorate
Operations Communities &
Partners
Field
ManagementResearch &
Analysis
GIS Analysts,
Cartographers,
Statisticians and
Business Analysts
Public
CommunicationsEnumerators
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Collection of Apps
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Understanding the World with Statistics
Applied: Poverty Levels
Denver, CO
West Africa
Applied:
Ebola Outbreak Response
Dissemination: Open Data
National State/Local
New Orleans
Applied: Green
Infrastructure PlanningApplied: Potential Zika Virus Areas
US
Applied: Commuting Patterns & Pollution Levels
London
Applied: Access to Healthcare
Milwaukee
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Official Statistics Dissemination Story Map
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Please visit our Official Statistics website at esri.com.