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frontend/documentation/topics/After-Adding-Measurements.md
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# After Adding Measurements | ||
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Once you have successfully uploaded your supporting data, measurements, and successfully | ||
validated your data, you can proceed in a number of ways. | ||
Once you have successfully uploaded your supporting data, measurements, and successfully | ||
validated your data, you can proceed in a number of ways. | ||
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## Post-Validation Statistics | ||
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After you have populated the measurements page, you can navigate to the post-validation | ||
statistics page to perform statistics calculations on your census. | ||
After you have populated the measurements page, you can navigate to the post-validation | ||
statistics page to perform statistics calculations on your census. | ||
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### Interacting with the Post-Validation Statistics Page | ||
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After navigating to the page, you should see a table appear with a set of: | ||
- SQL queries | ||
- a brief explanation of their function | ||
- historical data columns indicating: | ||
After navigating to the page, you should see a table appear with a set of: | ||
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- SQL queries | ||
- a brief explanation of their function | ||
- historical data columns indicating: | ||
- the last time they were run | ||
- whether they were successful | ||
- whether they were successful | ||
- what their successful run returned | ||
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Use the checkboxes to select the queries you want to run, and then click on the **Run | ||
Statistics** button to run the queries. The queries should update momentarily. | ||
Use the checkboxes to select the queries you want to run, and then click on the **Run | ||
Statistics** button to run the queries. The queries should update momentarily. | ||
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You can also download or print the results of the queries by again selecting them via their | ||
checkboxes and clicking on the **Download Statistics** or **Print Statistics** buttons. | ||
You can also download or print the results of the queries by again selecting them via their | ||
checkboxes and clicking on the **Download Statistics** or **Print Statistics** buttons. |
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# Onboarding for New Users | ||
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Thank you for using this application! | ||
Thank you for using this application! | ||
This document will provide you with an understanding of how the application works. | ||
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## Preparing Your Account | ||
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Before you can log into the application, you must complete the following steps: | ||
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1. You must have a personal MS or Office account. | ||
> Support for existing SI accounts is still pending. Thank you for your patience! | ||
{style='warning'} | ||
> Support for existing SI accounts is still pending. Thank you for your patience! | ||
> {style='warning'} | ||
2. This account must be invited to the SIOCIORC tenant. | ||
3. A user should be created for you and must be loaded into the website's `catalog` database. | ||
3. A user should be created for you and must be loaded into the website's `catalog` database. | ||
4. Your user should be assigned a user persona. | ||
5. At least one site should be assigned to your account. | ||
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Once this process is completed, you should be able to successfully log in to the website! | ||
Once this process is completed, you should be able to successfully log in to the website! |
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# Selecting Options | ||
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Before you can properly access the website, you will need to **use the left-hand sidebar** to | ||
Before you can properly access the website, you will need to **use the left-hand sidebar** to | ||
select: | ||
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1. A site | ||
2. A plot | ||
3. A census (if you need to start a new census, click on the Add New Census button!) | ||
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Once you select all of these, you will be redirected to the dashboard page, and a new interface | ||
Once you select all of these, you will be redirected to the dashboard page, and a new interface | ||
will appear. | ||
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## Understanding Sites, Plots, and Census | ||
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### What is a site? | ||
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A site describes an overall collection of plots in the same geographic location, and further sets | ||
A site describes an overall collection of plots in the same geographic location, and further sets | ||
a series of default parameters for the plots in that site: | ||
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- Subquadrat dimensions—sites are subdivided as follows: a site is a collection of plots, and a | ||
- Subquadrat dimensions—sites are subdivided as follows: a site is a collection of plots, and a | ||
plot is a collection of **quadrats** | ||
- Double data entry—sites can be set to require double data entry. When this is enabled, | ||
measurements must be recorded **twice** for each **quadrat**, and will be held in temporary | ||
storage until an administrator reviews both sets of data and approves a single merged set. | ||
- Double data entry—sites can be set to require double data entry. When this is enabled, | ||
measurements must be recorded **twice** for each **quadrat**, and will be held in temporary | ||
storage until an administrator reviews both sets of data and approves a single merged set. | ||
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### What is a plot? | ||
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A plot describes a specific region within a site being sampled, and is used to further | ||
determine the overall coordinates of sampled stems within the plot. | ||
A plot describes a specific region within a site being sampled, and is used to further | ||
determine the overall coordinates of sampled stems within the plot. | ||
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### What is a census? | ||
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A census describes a date range for which sampled data is collected. This date range can vary | ||
and is not a fixed interval. It is defined by the first and last measurements taken | ||
during the sampling range. | ||
A census describes a date range for which sampled data is collected. This date range can vary | ||
and is not a fixed interval. It is defined by the first and last measurements taken | ||
during the sampling range. |
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# Data Submission and Updating | ||
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There are several different ways you can add data to a census, and some data does overlap across | ||
censuses. | ||
There are several different ways you can add data to a census, and some data does overlap across | ||
censuses. | ||
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## Adding Supporting Data | ||
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### Direct submission | ||
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Let's use the stem codes page as an example: | ||
1. When you navigate to its data grid, you will see an **add row** button at the top of the grid. | ||
Let's use the stem codes page as an example: | ||
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1. When you navigate to its data grid, you will see an **add row** button at the top of the grid. | ||
2. Clicking on it will generate a **single** empty row that can then be populated. | ||
3. Once completed, click the save button to confirm and then submit your changes. | ||
4. The grid will reload and you should see your new row. | ||
3. Once completed, click the save button to confirm and then submit your changes. | ||
4. The grid will reload and you should see your new row. | ||
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### Bulk submission | ||
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Again, let's use the stem codes page as an example: | ||
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1. Click on the **Manual Entry Form** button to open the bulk data input interface | ||
2. This will open a popup with a new grid, with buttons to add new rows, save, and submit. | ||
3. Add rows as needed and ensure that you save your changes before submitting. | ||
1. Note: Bulk data input follows the same header format as file upload. Please ensure you | ||
1. Note: Bulk data input follows the same header format as file upload. Please ensure you | ||
correctly enter your data. | ||
4. The grid will reload and you should see your new rows. | ||
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### File upload | ||
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Again, let's use the stem codes page as an example: | ||
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1. Click on the **Upload** button to open the file upload interface | ||
2. Follow the prompts to upload, review, and submit your file. | ||
1. Note: your file should be in CSV format and correctly match the header format outlined in | ||
the first page of the interface. | ||
3. After the upload completes, you should see your new rows in the grid. | ||
2. Follow the prompts to upload, review, and submit your file. | ||
1. Note: your file should be in CSV format and correctly match the header format outlined in | ||
the first page of the interface. | ||
3. After the upload completes, you should see your new rows in the grid. | ||
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### Editing Existing Data | ||
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If needed, you can edit existing data by clicking on the pencil icon at the end of a row. The | ||
row will then switch to Edit mode, allowing you to make changes. Once completed, click the save | ||
If needed, you can edit existing data by clicking on the pencil icon at the end of a row. The | ||
row will then switch to Edit mode, allowing you to make changes. Once completed, click the save | ||
icon to confirm and then submit your changes. | ||
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> When in the View Data (measurements upload) page, you should notice that Actions column is not | ||
> present. This is a | ||
> When in the View Data (measurements upload) page, you should notice that Actions column is not | ||
> present. This is a | ||
> deliberate choice to ensure that data is preserved as-is. | ||
## Adding Measurements Data | ||
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Uploading measurements data follows the same process as uploading supporting data, with the | ||
exception that Direct Submission and Editing are **disabled**. Furthermore, addition of new rows | ||
will automatically run validation checks on the rows to ensure they are correct. Rows that pass | ||
validation will be highlighted green and have a checkmark icon, while rows that fail validation | ||
Uploading measurements data follows the same process as uploading supporting data, with the | ||
exception that Direct Submission and Editing are **disabled**. Furthermore, addition of new rows | ||
will automatically run validation checks on the rows to ensure they are correct. Rows that pass | ||
validation will be highlighted green and have a checkmark icon, while rows that fail validation | ||
will be highlighted red and have an exclamation mark icon. | ||
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