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.
Northeast and Southeast NRCS Regions
January 15, 2014
Central and West NRCS Regions
January 16, 2014
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
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.
The FMI Products Will:
The FMI Products Are:
Impacts on Field Users
National Conservation Planning Database
National Planning and Agreements Database
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).
Migration to NPAD will incorporate the business rules for migrating all active conservation plans based upon the below priority order of plans
During migration, land units are identified by a geometry status as to which land units need cleanup after migration.
All land units must be migrated as a polygon.
Planners will be required to create PLU polygons using an approved method.
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.
PLU Work Flow
Check In Land Unit
Add/Edit Land Unit in AOI
Attribute Land Unit
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.
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.
Toolkit 7.0 enforces these overlap rules for PLUs using an Area of Interest (AOI).
If PLUs are not adjacent, multiple AOI polygons will be created that are all buffered .25 mile around PLUs
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.
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.
3. Practices can only be planned or certified based upon the following PLU geometry status rules
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.
12. The Toolkit User can change a non-ProTracts program to a different program, as needed.
States were charged with prepping easements ahead of the migration from NCP to NPAD in NB440-13-27:
Easements that WILL migrate to NPAD phase 1:
Easements will migrate to Toolkit 7 during phase 1 if one of the actions above were completed by January 3, 2014
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 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’
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’
What can you do with easements in Toolkit 7?
Create a New Plan
Edit a New Easement Plan
Edit a Plan Linked to a ProTracts Contract
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:
During the Toolkit shutdown period, the following functions will be disabled in ProTracts:
Toolkit plan contract item upload to ProTracts
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.
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.
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.
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.