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Toolkit 7.0 / NPAD Training. Northeast and Southeast NRCS Regions January 15, 2014 Central and West NRCS Regions January 16, 2014. Please mute your telephones and your computer microphones. Please do not put your telephone on hold during the teleconference.

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toolkit 7 0 npad training

Toolkit 7.0 / NPAD Training

Northeast and Southeast NRCS Regions

January 15, 2014

Central and West NRCS Regions

January 16, 2014

  • Please mute your telephones and your computer microphones.
  • Please do not put your telephone on hold during the teleconference.
  • Please hold your questions until we request them.
slide2

Trainers

Arlen Ricke, Conservation Technical Assistance and Planning Team, Washington, DC

Kristie McKinley, Enterprise Business Initiatives Team, Fort Worth, TX

Jennifer Zwicke, Enterprise Business Initiatives Team, Fort Collins, CO

Travis Rome, Enterprise Business Initiatives Team, Salina, KS

Jennifer Chen, Enterprise Business Initiatives Team, Indianapolis, IN

agenda
Agenda
  • Easements Migration
  • Toolkit 7.0 Exercises
    • Create a new plan
    • Edit a new easement plan
    • Edit a plan linked to a ProTracts contract
    • Other
  • Preparing for Data Migration and the Toolkit Update
  • Why Change Toolkit?
  • Data Migration - NCP to NPAD
  • New Planning Procedures Using Toolkit 7.0
    • What’s New in Toolkit 7.0
    • Planning Land Units (PLUs)
    • Working with the Area of Interest (AOI)
    • Views
    • Practices
why change toolkit1
Why Change Toolkit?

After the original version of Conservation Desktop was not accepted by NRCS, options were considered for projects that would continue to move the agency forward toward CDSI objectives until the new Conservation Desktop and Mobile Planner were deployed in CY2015.

One option approved by leadership was getting the National Planning and Agreements Database (NPAD) on line and updating Toolkit to utilize the new database.

The interim projects, which included updating Toolkit, became the Foundation Maintenance Improvement (FMI) effort.

slide6

Why Change Toolkit?

The FMI Products Will:

  • Begin to streamline agency business processes by implementing a corporate document management system
  • Implement core CDSI ideas like the Single Plan concept and eliminating “pancaked” plans
  • Improve conservation planning with new land uses and resource concerns
  • Improve Agency performance reporting by geospatially locating all land units and practices
slide7

Why Change Toolkit?

The FMI Products Are:

  • An updated Customer Service Toolkit connected to a new planning database - NPAD
  • A Document Management System (DMS) to store and manage financial assistance documents
  • Geospatial Web Services for National, State, and local GIS data
  • A Toolkit Erosion Plugin for wind and water erosion calculations
slide8

Why Change Toolkit?

    • Phase 1 of the Toolkit update, February 3, 2014, will include migration of planning data and modify Toolkit to work within the new database. Incorporates new land use designations and land use modifiers.
  • Phase 2 Toolkit updates will begin in March 2014 and include:
    • Providing ability to select land from multiple plans and digitize any new land to create a Conservation Stewardship Program plan.
    • Integrating the Conservation Measurement Tool (CMT) with Toolkit to upload new practices and activities to create a practice schedule.
    • Implementing a Conservation Management Units (CMUs) tool to quickly select multiple land units to schedule practices by land use.
    • Providing ability to unlock PLUs contracted through ProTracts to modify land unit boundaries.
slide9

Why Change Toolkit?

  • Later Updates for 2014 include:
    • Automating symbolization when practice is planned and certified.
    • Incorporating NRCS’ new resource concerns.
    • Integrating ArcGIS 10.2.
    • Ability to complete land transfers.
    • Calculating soil loss for PLUs with the Integrated Erosion Tool Plug-In.
slide10

Why Change Toolkit?

Impacts on Field Users

  • Toolkit will be shut down for up to 6 days during migration.
  • Toolkit users must learn new plan development processes.
  • The Performance Results System (PRS) will no longer be used for conservation planning data entry.
  • PRS Reporting from ProTracts will be eliminated.
  • PRS NCP Data Viewer and Data Checker Tools will be eliminated.
  • Access to IDEA, CARS and PRS Reports may be delayed during NPAD migration.
data migration

Data Migration

PLAN DATA

National Conservation Planning Database

(NCP)

National Planning and Agreements Database

(NPAD)

data migration ncp to npad
Data Migration - NCP to NPAD

A key component of FMI is to implement a new conservation planning database.

All active plans that have a minimum of land unit and one practice in the National Conservation Planning (NCP) Database will be migrated to the new National Planning and Agreements Database (NPAD).

data migration ncp to npad what is migrating
Data Migration - NCP to NPADWhat is Migrating
  • All active plans and land units that have practices will migrate to NPAD.
  • Any plan that was archived but linked to an active contract will migrate to NPAD as an active plan.
  • Easements that did not have a plan in Toolkit but have a valid SCIMS ID in NEST will migrate as a new plan that only contains the easement boundary as the only land unit.
data migration ncp to npad what is not migrating
Data Migration - NCP to NPADWhat is Not Migrating
  • Archived plans are not migrating to NPAD for check out in Toolkit. The information from these plans can still be found from other reporting tools such as IDEA, PRS and/or CARS.
  • Plans that do not have any land units or practices.
  • Land Units that do not have any practices.
  • Easements that do not have a valid SCIMS ID in NEST and do not have a plan that was renamed in Toolkit
data migration ncp to npad1
Data Migration - NCP to NPAD

Migration to NPAD will incorporate the business rules for migrating all active conservation plans based upon the below priority order of plans

  • Easements
  • ProTracts Contracts and Applications
  • CRP
  • CSP
  • General Plans

During migration, land units are identified by a geometry status as to which land units need cleanup after migration.

land unit migration
Land Unit Migration

All land units must be migrated as a polygon.

  • If a land unit polygon is mapped it will migrate to NPAD.
  • Any land units that are unmapped that have a practice will migrate as a polygon that is the shape of a triangle. The triangle will be located around the practice point (lat long) associated to the practice.
  • Any land units that are unmapped but the practice does not have a point (lat long) will migrate as a triangle to the county seat.
practice migration
Practice Migration
  • All practices must migrate with a practice shape.
    • If there is an existing practice shape it will migrate.
    • If there is no practice shape a practice shape will be generated during migration in the correct point, line or polygon feature class.
what s new in toolkit 7 01
What’s New in Toolkit 7.0?
  • Connects to the new National Planning and Agreements Database (NPAD)
  • Eliminates pancaked Planned Land Units (PLUs) in the conservation plan
  • Implements new Land Use designations and Land Use modifiers
  • Integrates Easement Boundaries into the Active Land Unit Layer
  • Requires digitizing or copying boundary of practices into the Practice Layer
what s new in toolkit 7 02
What’s New in Toolkit 7.0?
  • Integrates geospatial services by utilizing web map services (WMS)
  • Removes manual Performance Results System (PRS) reporting
  • Implements entering additional practice information to track Identified Priorities for Working Lands for Wildlife
  • ProTractsprogram codes are not selectable when scheduling conservation practices.
planning land units plus

Planning Land Units (PLUs)

Field 1

135.7 ac

Range

Grazed

slide25
PLUs
  • The Planning Land Unit is a unique geographic area, defined by a polygon, that has common land use and land use modifier, and is owned, operated, or managed by the same client(s).
  • Planners are required to digitize and attribute PLUs as the initial step when developing conservation plans.
    • A PLU can be associated with only one conservation plan.
    • The association between a PLU and a Conservation Plan cannot be deleted if the PLU is Locked or is an Easement. (Future release will allow PLU to be transferred to another plan)
    • A new PLU must be created and attributed in ArcMap and checked in before practices can be planned.
slide26
PLUs

Planners will be required to create PLU polygons using an approved method.

  • a. Check in Legacy NCP land unit data and geometry into NPAD.
  • b. Digitize heads-up on an acceptable base image.
  • c. Import shapefile(s) collected by a NRCS planner using GPS.
  • d. Import geometry shapefile(s) provided by clients, TSPs, surveyors, etc.
  • e. Copy a polygon from one of these sources and paste it to the PLU layer:
    • FSA CLU layer
    • Resource Inventory Layer
    • Practice layer
    • NRCS National Easements layer (WRP, GRP, EWP-FPE, FRPP, GRP)
    • NRCS soils layer or interpretation theme
slide27
PLUs
    • Planners must create the polygon first and then attribute it.
      • a. Planners will not be permitted to enter attributes without first creating the PLU geometry.
  • b. Planners will not be permitted to add a PLU record to the national database unless the record has topologically correct geometry and the minimum required attributes.
slide28
PLUs
  • A PLU may be a single or multi-part polygon.
    • This example shows a multi-part PLU that is contained within a WRP easement.
slide29
PLUs
  • Horizontal overlap will be enforced for the Active PLU layer geometry status of Plan and Locked.
  • a. No overlapping of these polygons.
  • Associations between PLUs and other planning layers.
    • Practice layer
    • i. Each practice must be associated with at least one PLU.
slide30
PLUs
  • A PLU has only one planned land use.
    • a. Each part of a multi-part PLU polygon must have the same land use.
  • A PLU may have zero, one or many planned land use modifiers.
    • a. Each part of a multi-part PLU polygon must have the same planned land use modifier(s).
slide31
PLUs

PLUs near or within a conservation easement boundary may not cross the easement boundary. The easement boundary must be fully contained by PLUS of the program subtype.

slide32
PLUs

PLU Work Flow

Check In Land Unit

Add/Edit Land Unit in AOI

Attribute Land Unit

slide33
PLUs

Land Unit Geometry Status

The Land Unit Geometry Status displays the current status of the land unit in Arc Map. The Land Unit Geometry Status can only be seen by using the Digitizing View in Arc Map.

    • The Toolkit PLU Status Designations are:
      • Plan
      • Locked
      • Easement
      • Legacy
      • Draft
      • Sketch
  • Each geometry status is defined in the following slides.
working with the aoi
Working with the AOI

Overlap

Overlap is how point, lines and polygons share geometry. Overlap rules are topology rules used to ensure data quality and to allow your geodatabase to represent your features in a more realistic way. The following diagram demonstrates how the rule “Must Not Overlap” is applied to Land Unit polygons.

The rule “Must Not Overlap” guarantees that no polygon (PLU) can overlap another polygon that is in the same feature class or subtype. However, they can share edges or vertices. If an error occurs (shown in red) it must be corrected before it can be checked into the database.

working with the aoi1
Working with the AOI

Toolkit 7.0 enforces these overlap rules for PLUs using an Area of Interest (AOI).

  • By default, when an existing plan is checked out in Toolkit, the system automatically generates an AOI layer by selecting all PLUs bound to the PLAN and buffering .25 mile.

If PLUs are not adjacent, multiple AOI polygons will be created that are all buffered .25 mile around PLUs

working with the aoi2
Working with the AOI
  • Toolkit 7.0 requires all PLUs to be created and edited within an AOI.
  • When the AOI is created, the system will return all land units from within and outside the selected plan.
  • PLU geometry within the AOI that are outside the plan are read only and cannot be edited.
  • PLU geometry within the AOI are used for enforcing overlap and displaying PLUs from other plans by selecting and reviewing PLU attribute information.
  • In new plans there will be an AOI layer that is empty until the planner adds an AOI boundary using the AOI Tool in Arc Map that allows the planner to Add New AOI.
working with the aoi3
Working with the AOI
  • The AOI is editable by the planner from Arc Map by using the AOI Tool and selecting either Extend AOI or Add AOI. Selecting the Add AOI button allows the planner to draw an AOI using a freeform polygon shape.
  • If the AOI is expanded in ArcMap, but no land units are added the AOI is returned to the original buffer when the plan is checked out again.
working with the aoi4
Working with the AOI
  • When the planner submits a AOI Request, the AOI shape will be sent to NPAD and intersected with the active PLU layer.
  • The NPAD system will return the entirety of the set of PLUs requested that intersect the AOI bounding box requested by the planner.
  • If the planner tries to draw or copy a PLU outside the AOI the system will return a message to the planner to draw or expand the AOI.
  • In the AOI tool the planner is required to check a box to indicate if the PLUs requested should contain the PLU Legacy layer in addition to the default of the Active PLU Layer.
toolkit views
Toolkit Views
  • Views
  • There are two views that are used to display the Conservation Plan.
  • Plan View (current functionality) is the default set in Arc Map that displays the PLUs in a yellow outline. This view is primarily used for viewing, printing and displaying the plan boundaries.
  • Digitize View (new functionality) is the view that displays the PLUs by the geometry status codes. This view is primarily used when using the Land Unit Editor tool and the Check In tool.
toolkit views1
Toolkit Views
  • There are two ways to change views.
    • • On the Toolkit toolbar click the Toolkit Digitizer tool button to go to from the Plan View to the Digitizing View.
    • • To toggle back and forth from the Digitizing View to the Plan View click the Change Views button on the Toolkit toolbar.
toolkit views2
Toolkit Views

Plan View

Digitize View

practices1
Practices

The Practice layer stores geospatial and tabular data for practices selected by a client to address resource concerns.

The Practice layer serves as a register of the conservation practices, planned and certified for the unique geographic area defined planning land unit.

practices2
Practices

1. A practice must be associated with at least one planning land unit.

a. If a practice is located entirely outside the perimeter of a client’s PLUs, the planner must link the practice to at least one of the client’s PLUs. This works the same as in Toolkit 6.0.

2. A practice associated with a financial assistance contract cannot be archived, deleted, or edited.

a. Deleting and editing is done in ProTracts through a contract modification.

practices3
Practices

3. Practices can only be planned or certified based upon the following PLU geometry status rules

practices4
Practices
  • 4. All practices must have a spatial component.
    • a. Planners have the option to digitize, GPS or copy the shape of the PLU for a planned practice with its standard geometry (point, line or polygon).
  • 5. When a planner plans or certifies a practice, the practice must be digitized in its standard geometry.
  • 6. Recurring Practices allows the same practice code to be scheduled multiple times on the same land unit.
    • a. Recurring practice are unique records in NPAD that are reportable for performance.
    • b. Recurring practices will have the same attributes as all other practices.
    • c. Recurring practices geometry will be duplicated by the planner scheduling them on the practice schedule tab.
practices5
Practices
  • 7. A line practice may cross one or more PLUs as shown by C and D in the graphic below.
    • a. A line practice may begin or extend outside the boundary of a client’s PLU as shown by B and C in the graphic below.
    • b. Toolkit will intersect the PLUs and create one practice record. The planner will then need to assign one land unit to the practice record.
    • c. Toolkit will default the calculated planned amount or the planner will manually enter the practice amount associated to each PLU.
practices6
Practices

8. A point practice may be digitized outside the boundary of a client’s PLU as shown by A in graphic below.

i. The planner must link the practice to one or more PLUs.

practices7
Practices
  • 9. Practice digitizing tools will permit planners to digitize in the correct geometry type.
    • a. The following matrix is used to default to the correct geometry type based upon the practice unit that is used for performance reporting and is the standard unit in the Conservation Practice Standard (CPS).
practices8
Practices
  • 10. A practice geospatial feature may be created by one of these methods:
    • Heads-up digitizing on an acceptable base image.
    • Importing GPS coordinates collected by a NRCS planner.
    • Importing geometry, either GPS or digitized, provided by clients or TSPs.
    • Copying and pasting a PLU from a source layer such as CLU.
    • Create full extent practices from the practice schedule.
practices9
Practices
  • 11. The below ProTracts programs will not be displayed in Toolkit for selection.
    • • EQIP- Environmental Quality Improvement Program
    • • WHIP- Wildlife Habitat Incentives Program
    • • AMA- Agricultural Management Assistance
    • • AWEP- Agricultural Water Enhancement Program
    • • CBWI- Chesapeake Bay Watershed Initiative
    • • EQIP GLRI - Great Lakes Restoration Initiative
    • • WHIP GLRI – Great Lakes Restoration Initiative

12. The Toolkit User can change a non-ProTracts program to a different program, as needed.

practices10
Practices
  • 13. ProTracts will populate the practice’s program column (e.g. changing the CTA-General to another program) when the contract is obligated.
  • 14. If the contract is cancelled or modified, ProTracts will make appropriate updates to the practice program.
    • a. If the contract is cancelled prior to any payments, the program will be set back to CTA-General. The practice-under-contract indicator is set to ‘no’, unlocking the practice to allow modifications.
    • b. If payments have been made, the practice program is not reset. It continues to indicate that some program funds were expended for that practice. The practice-under-contract indicator is set to ‘no’.
    • c. If there is a situation where a subsequent contract is obligated to pay an additional amount on the practice, the program in the latest contract will replace the previous program for the practice.
easements migration1
Easements migration

States were charged with prepping easements ahead of the migration from NCP to NPAD in NB440-13-27:

easements migration2
Easements migration

Easements that WILL migrate to NPAD phase 1:

  • Easements with an associated Toolkit plan, where the Toolkit plan was renamed using a unique identifier to ‘tag’ it as an easement plan.
  • Easements that did NOT have an associated Toolkit plan, but states entered a SCIMS ID for the easement holder into NEST.

Easements will migrate to Toolkit 7 during phase 1 if one of the actions above were completed by January 3, 2014

easements migration3
Easements migration

Easements that WILL NOT migrate to NPAD phase 1 are those where actions 1 or 2 (previous slide) were not completed.

Q. What are states options if they weren’t able to complete steps 1 or 2 for all easements?

A. States will still have the ability to enter easement holder’s SCIMS IDs into NEST. Quarterly, these data will be updated so that a Toolkit folder is created for the easement holder, and the data would then be available for checkout in Toolkit 7.

easements migration4
Easements migration

Easements that will migrate to NPAD phase 1:

Easements with an associated Toolkit plan, where the Toolkit plan was renamed using a unique identifier to ‘tag’ it as an easement plan. These are the ‘Renamed Easement Plans’

  • In these plans, the original PLUs will be replaced with the EPD boundary

Easements that did NOT have an associated Toolkit plan, but states entered a SCIMS ID for the easement holder into NEST. These are the ‘New Easement Plans’

  • These plans will be created and contain only an easement boundary
  • Customer file name in TK = easement number
easements migration5
Easements migration

What can you do with easements in Toolkit 7?

  • Users will NOT be able to edit the boundaries of the easement (exterior boundary, hole within the easement).
  • Users will be able to split the easement PLU to several fields, merge those back together, schedule new practices, etc. as needed.
exer cise 1
Exercise 1

Create a New Plan

exer cise 2
Exercise 2

Edit a New Easement Plan

exer cise 3
Exercise 3

Edit a Plan Linked to a ProTracts Contract

exer cise 4
Exercise 4

Other Functions

preparing for the toolkit update
Preparing for the Toolkit Update
  • Toolkit SharePoint Site
  • Documents – Toolkit 7.0 Information
    • The Toolkit 7.0 Task Guide
    • The slides used in todays training
    • The National Training Recordings
  • All questions during the training period should go through the State Toolkit Coordinator to be posted to the Toolkit SharePoint site on the Toolkit 7.0 Training Questions Discussion Board.
preparing for the toolkit update1
Preparing for the Toolkit Update
  • USDA Connect
  • Programs Community
  • A sub-community for Toolkit has been set up under the Programs Community in USDA Connect.
    • Short videos that demonstrate key tasks
    • The Toolkit 7.0 Task Guide
    • The slides used in todays training
    • The National Training Recordings
preparing for the toolkit update2
Preparing for the Toolkit Update

The recordings of both national trainings will be posted on the Toolkit SharePoint site and USDA Connect.

To view the recordings, the AT&T Connect software must be loaded on your computer. Users do not need administrative permissions to load.

To download the software go to:

http://www.corp.att.com/attconnectsupport/downloads/pa/

preparing for the toolkit update3
Preparing for the Toolkit Update
  • By 10:00 pm eastern standard time (EST) on January 28, 2014, Toolkit users must check in ALL customer folders they have checked out.
    • Any unapproved ProTracts modifications where new items were added to the contract will be rolled back.
  • Migration of NCP data to NPAD and the update of Toolkit machines to version 7.0 will take place from January 29 to February 3, 2014.
    • Toolkit 6 will be shut down during this period and some features of ProTracts that link to Toolkit will be disabled.
  • On Tuesday, February 4, users may log into Toolkit and begin using Toolkit 7.0 for all planning. Toolkit linked ProTracts functions will be enabled.
  • Toolkit 6.x will no longer be functional.
preparing for the toolkit update4
Preparing for the Toolkit Update

During the Toolkit shutdown period, the following functions will be disabled in ProTracts:

ProTracts modifications

Toolkit plan contract item upload to ProTracts

Signing Contracts

Payments can be processed, but implementation information will not be written to the database. The information will need to be entered in Toolkit after the shutdown period ends.

Additional information on ProTracts procedures were presented during the January 14, Financial Assistance Program Division VTC. The slides from that presentation are posted on the Toolkit SharePoint site.

preparing for the toolkit update5
Preparing for the Toolkit Update

Important:

January 28, 2014 – Check in all customer folders by 10:00 pm EST.

January 29 – February 3, 2014 – Users must not log into Toolkit and some ProTracts features will be disabled.

February 4, 2014 – Users may begin using Toolkit and Toolkit linked features in ProTracts. Toolkit 6.x will no longer be functional.

preparing for the toolkit update6
Preparing for the Toolkit Update

Toolkit Training Site

Most of you should now have the training version of Toolkit 7.0 loaded on your training computers. If you are still having issues with getting the training version to work, please contact Toolkit Support to get those issues worked out.

Your training machines may have the initial version of Toolkit 7.0 loaded on them. To get updates you will need to eAuthenticate, close Toolkit, and then re-eAuthenticate to get the SMS push. The latest is Update 4.

The training version of Toolkit 7.0 will need to be uninstalled manually prior to the production version being installed.

If we refresh the training site with the latest migration data, you will need to have the local geodatabase deleted on your training machines before using Toolkit. We will notify all Toolkit Coordinators if we decide there is a need to refresh the database.

preparing for the toolkit update7
Preparing for the Toolkit Update

Toolkit Training Site

You will have access to all of your counties on the training site. Use your normal login and password.

One major difference with the training site is the customer file names were renamed to /mockfolder.