Configure Invasive Pest Management

Invasive Pest Management can be used to optimize pest detection operations.

In this topic, you'll learn how to configure the Invasive Pest Management solution to meet the needs of your organization.

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Organize your data

The Invasive Pest Management solution includes a collection of feature layers to collect, store, and visualize invasive pest program data. Before you configure the solution, take some time to organize your source data and familiarize yourself with the layers used in the Invasive Pest Field Map.

Feature layer	Description
InvasivePestTraps	A feature layer used to store invasive pest traps and related inspection activities.
InvasivePestTraps_active	A feature layer view used to collect and inspect active traps. Traps are considered active when their last inspection action is anything other than Remove or Remove (missing).
InvasivePestTraps_inactive	A feature layer view used to visualize only inactive traps. Traps are considered inactive when their last inspection action is Remove or Remove (missing).
InvasivePestBoundaries	A feature layer used to store boundaries for invasive pest management. Boundaries include sites, subsections, sections, and districts.
InvasivePestSites_edit	A feature layer view used to edit the sites layer.
InvasivePestTrapsHosts	A feature layer used to store invasive pest host information.
InvasivePestRoutePoints	A feature layer used to define route start and end points for the Plan Routes analysis tool.

The layers included in the solution depend on several attribute fields for certain functionality. Specifically, calculated expressions used in the Invasive Pest Field Map depend on specific field values to autopopulate other fields, and filters based on field values are used to create view layers and plan routes. When loading data into the following layers, the specified fields must be populated for this functionality to work properly. The following table summarizes the fields within each layer that drive certain functionality.

Feature layer	Fields	Use
Sites	siteid siteaddress sitecounty	Automatically populate the siteid, siteaddress, and site county fields in the Active Traps layer based on the intersecting site
Subsections	subsectionid	Automatically populate part of the trapid field in the Active Traps layer based on the intersecting subsection Automatically populate part of the hostsearch field in the Host layer based on the intersecting subsection
Sections	sectionid	Count trap totals by section to automatically populate the trapcount field in the Active Traps layer
Districts	districtid	Automatically populate the districtid field in the Active Traps layer based on the intersecting district Filter traps when creating routes
InvasivePestTraps	lastinspectionaction inspectionfrequency	lastinspectionaction—Filter the InvasivePestTraps layer into two feature layer views Note: If the lastinspectionaction is blank or does not have the values Remove or Remove (missing), it is included in the Active Traps layer view. If the lastinspectionaction does have the values Remove or Remove (missing), it is included in the Inactive Traps layer view. inspectionfrequency—Calculate the nextinspectiondate field in the Invasive Pest Inspections Notebook app

Load data from a shapefile or file geodatabase

Applications included in the Invasive Pest Management solution can be used to optimize pest detection operations. In some cases, your organization may already store this information in ArcGIS or another business system. Before beginning this workflow, review the layers provided with the solution and determine what source data you want to load. Then, load your existing data into the layers provided with the solution before sharing the maps or application. Loading source data is not required.

To load data from a shapefile or file geodatabase, complete the following steps:

1. Create a .zip file of your shapefile or file geodatabase.
2. Sign in to your ArcGIS organization and browse to the feature layer that you want to populate.
3. From the item page, click Update Data.

   Tip:

   You may need to click the expand button to see all options.

4. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

5. Optionally, repeat these steps to load data into the remaining layers.

Edit existing domains

The Invasive Pest Management solution includes domain lists for several fields in each layer. Many of these lists come from the Cooperative Agriculture Pest Survey (CAPS) national priority pests and approved methods lists, in addition to state standards.

In some cases, you may want to add values to the list to meet your organization’s needs. In the following workflows, you will review the domain lists in each layer, identify values that your organization wants to add, and update the solution accordingly.

Update the traps layer

To edit the existing domain lists, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the InvasivePestTraps feature layer.
2. From the item page, click the Data tab.
3. Click the Fields button .
4. From the Layer drop-down menu, choose Traps.
5. Click the Target Species field.
6. Review existing target species types and identify ones that are not applicable and ones that are missing. The acronyms listed in the label field are used to name and label traps.
7. Scroll to the Domain section and click Edit.
8. Optionally, perform any of the following edits:
   • Drag a label and code pair to a new location to reorder the list.
   • Click Find values to add to the domain list any unique values in the layer that are not presently included in the domain.

     

   • Click Add value and type a new label and code to add it at the end of the list.
   • To insert a new label and code pair before an existing pair, check the box next to the label and code pair, click the Options button next to it, click Add above, and populate the new label and code.

     

     Choose Add above from the Options menu to insert a row above the selected row.

   • To insert a new pair after an existing pair, check the box next to the label and code pair, click the Options button next to it, click Add below, and populate the new label and code.

     

     Choose Add below from the Options menu to insert a row below the selected row.

   • To change a label or code value, type a new value in the appropriate field.
   • To delete one label and code pair, click the Options button next to the label and code pair and click Delete.

     

     Choose Delete from the Options menu to delete the selected row.

   • To delete multiple label and code pairs, check the box next to every pair you want to delete and click Delete selected at the top of the Manage domain window.

     Tip:

     To select all label and code pairs, check the box next to Label (displayed value).

9. When you finish editing the list of suggested values for a field, click Save.
10. Repeat these steps for the Trap Type, Lure Type, Agency, Program, Commodity Survey, Survey Method, Inspector, and Host fields.
11. From the drop-down menu, choose Inspections and repeat these steps.

    Note:

    The values in the Action list in the Inspections table control the filters for the InvasivePestTraps_active and InvasivePestTraps_inactive view layers. If the last action is Remove or Remove (missing), the feature is included in the InvasivePestTraps_inactive view layer. Any other action is included in the InvasivePestTraps_active view layer.

Update the hosts layer

To edit the existing domain lists, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the InvasivePestHosts feature layer.
2. From the item page, click the Data tab.
3. Click the Fields button .
4. Click the Category field.
5. Review existing host category types and identify ones that are not applicable and ones that are missing.
6. Scroll to the Domain section and click Edit.
7. Optionally add, edit, or delete values as described in the previous section.
8. When you finish editing the list of values, click Save.
9. Repeat these steps for the Location, Usability, and Seasonality fields.

Configure Invasive Pest Field Map

The Invasive Pest Management solution uses unique symbology, feature templates, and Arcade expressions to simplify the collection and visualization of traps.

In this workflow, you will update the symbology, feature templates, and Arcade expressions used in the Invasive Pest Field Map map.

Update symbology

The Active Traps layer symbology displays only a subset of target species included in the target species list. Your organization may want to configure its own set of target species symbology.

To add or remove a unique target species symbol within the Active Traps layer, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Invasive Pest Field Map.
2. Click Open in Map Viewer.
3. If necessary, select the Active Traps layer.
4. On the Settings (light) toolbar, click Styles .
5. In the Pick a style section, select Style options.
6. Scroll through the layer's unique symbols and locate the Other section.
7. Browse to the desired target species, check the check box, and choose Move to group.
8. Click Target species group.

   The value is moved into the group and is given a default symbol.

9. Optionally, rename the symbol or merge it with a species group.
10. Click the symbol next to the desired signal type's value and use Symbol style to apply a unique symbol.
11. Repeat these steps to symbolize each target species.
12. After you've symbolized each target species, click Save .
13. Repeat these steps for the Invasive Pest Dashboard web map.

Update feature templates

Feature templates can simplify data collection by preconfiguring default attribute values. The Invasive Pest Management solution includes several trap feature templates that have been configured for common pests. Trap feature templates are stored in the Active Traps feature layer and managed in Field Maps Designer.

To update and add new feature templates, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Invasive Pest Field Map.
2. From the item page, click Open in Field Maps Designer.

   Tip:

   You may need to click the expand button to see all options.

3. Click Forms.

   Note:

   You might see a message that says Form contains one or more related records. You can disregard this; it will not impact the ArcGIS Field Maps data collection experience.

4. Click the Active Traps layer.
5. Click Templates.

   Caution:

   Do not click Update on the message that says One or more templates are out of sync with the layer's style.
6. Click a template in the list to view the properties.

   This subset of common pest feature templates has been configured for guidance with several default attribute values that are relevant to that target species. The complete species name is shown for guidance; you can rename and change the default value properties for each template. If any of the template values (target species, trap type, lure type, survey method, host) were removed during the previous Edit existing domains step, you will see a warning sign next to the template due to the properties now being invalid.

7. To create a feature template, locate the All other traps template and click Duplicate.

   A feature template named Copy of All other traps is created.

8. To update the feature template, click Copy of All other traps.

   The template's Properties panel appears on the right.

9. For Display name, type the name of the target species acronym or desired display name.
10. In the Default Values section, set Target Species to the desired value and Inspection Frequency to the desired frequency (days).

    The inspection frequency will be used to calculate the next inspection date field when the Invasive Pest Inspections Notebook is run. A default value of 14 days is applied when copying the All other traps template.

11. Populate any remaining default values.

    Setting default values helps simplify data collection and creation.

12. Repeat these steps for each new trap template.
13. To delete an unneeded template, click Delete on the template.
14. To reorder templates, drag the template to a new location in the list of templates.
15. Click Save .

Update Arcade expressions

Arcade expressions allow you to dynamically hide elements, require them, and enable editing depending on conditions set in the expression. You can also add calculated expressions, which allow you to calculate and populate data in the form. The Invasive Pest Field Map includes several Arcade expressions to streamline the data collection experience.

In this workflow, you will review and apply Arcade expressions.

1. Verify that you are signed in to your ArcGIS organization and browse to Invasive Pest Field Map.
2. From the item page, click Open in Field Maps Designer.

   Tip:

   You may need to click the expand button to see all options.

3. Click Forms.
4. Click Active Traps.

   The Active Traps form opens. Fields that have an Arcade expression applied to them will have a tag below the field name for Visible, Calculated, or Editable expressions. There are two calculated expressions that you may want to change for the Trap ID and Trap Count fields.

   Field	Calculated expression options	Example results
   Trap ID	Trap ID: species + count	ACP-1
   	Trap ID: subsection + species + count	J20-N-ACP-1
   Trap Count	Trap Count: total	ACP-1, ACP-2, ACP-3
   	Trap Count: total per section	J20-N-ACP-1, J20-E-ACP-2, K20-E-ACP-1

   The Trap ID: species + count and Trap Count: total calculated expressions are currently applied to the Trap ID and Trap Count field, respectively. If you want to use the Subsections and Section layers to calculate the Trap ID and Trap Count fields instead, you can switch the calculated expression applied to these fields.

5. To change the Arcade expression applied to the Trap ID field, click the Trap ID field in the form.

   In the Properties pane, the name of the expression will be listed under Logic.

6. Click Expressions next to Calculated expression to see the list of calculated expressions used in the form.
7. Find the Trap ID: subsection + species + count expression and click it.

   The calculated expression is applied to the Trap ID field.

8. To change the Arcade expression applied to the Trap Count field, repeat the previous steps for the Trap Count field, choosing the Trap Count: total per section expression.

   Note:

   For the Trap ID: subsection + species + count and Trap Count: total per section expressions to work, you must have data loaded in the Subsections and Sections layer in the map. If the trap is placed outside of these boundaries, the expression will not work. If you rename the Subsections and Sections layer in the map, the Arcade expression will need to be edited to reflect the new name.

   If you are collecting sites in the field, you can also apply a calculated expression to automatically populate the Site ID field by concatenating the section the site intersects with the site count within the section. If you want to automatically populate the Site ID field by section, complete the following steps.

9. Click the Sites layer in the form.
10. Click the Site ID field.

    In the Properties pane, the name of the expression will be listed under Logic.

11. Click Expressions next to Calculated expression to see the list of calculated expressions used in the form.
12. Find the Site ID from Section expression and click it.

    The calculated expression is applied to the Site ID field.

1. Click the Sites layer in the form.
2. Click the Site ID field.

   In the Properties pane, the name of the expression will be listed under Logic.

3. Click Expressions next to Calculated expression to see the list of calculated expressions used in the form.
4. Find the Site ID from Section expression and click it.

   The calculated expression is applied to the Site ID field.

Schedule automatic updates

The Invasive Pest Inspections Notebook app can be used to update the Traps layer with data values from the latest record in the related Inspections table. The output will update the lastinspectiondate, lastinspectionaction, lastpestpresence, and nextinspectiondate fields in the Traps layer. The lastinspectionaction field is used as a filter in the InvasivePestTraps_active and InvasivePestTraps_inactive view layers to determine whether the trap is active or inactive. The nextinspectiondate field is used to label a trap as due today or past due.

The notebook can be scheduled to run at a regular interval to update the Traps layer and layer views to reflect the latest trap inspections reflected in the Inspections table.

To schedule automatic updates, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Invasive Pest Inspections Notebook item.
2. Open the item page and click Open Notebook.
3. Click Tasks.
4. Click Create Task.
5. For Title, type Invasive Pest Inspections Task and click Next.
6. Set the schedule for your notebook to run.
7. Click Create Task to finish scheduling the notebook.

Modify the Report a Pest survey

The Invasive Pest Management solution includes a Report a Pest form that can be used by the public to submit pest reports. In this workflow, you will review the preconfigured questions and align the survey with your organizational standards and desired outcomes.

To modify the Report a Pest form, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Report a Pest form.
2. From the item page, click Open in Survey 123 > Manage in Survey123 website.
3. Click the Design tab.
Here, you can make changes to the form, such as adding questions, editing response choices, making questions required, or changing the order in which questions appear on the survey.
4. Edit the survey, and then click Save to save your changes.
5. Click Publish twice.

Add members to groups in your organization

The Invasive Pest Management solution includes two groups designed to help managers organize their members based on their privileges and their work: Invasive Pest Inspectors and Invasive Pest Operations. The following information products are shared with each group.

Group name	Information products
Invasive Pest Inspectors	Invasive Pest Field Map
Invasive Pest Operations	Invasive Pest Management Dashboard Invasive Pest Program Dashboard Invasive Pest Report Manager Invasive Pest Inspections Notebook

To add members to the groups, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Browse to a group and click it to open the group page.
4. On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
5. On the Overview tab, click Invite members.
6. Check the check box next to the members that you want to add and click Add members to group.
7. Repeat these steps for each group that you need to add members to.

Configure the Invasive Pest Management site

The Invasive Pest Management solution includes the Invasive Pest Management ArcGIS Hub site. This site can be configured with your organization's branding and used to share program information with the public.

Update with organizational information

After deploying the Invasive Pest Management solution, the Invasive Pest Management site layout requires a few updates to fit your local context.

To configure the Invasive Pest Management site, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Invasive Pest Management site.
2. From the item page, click Configure.
3. Scroll to any sections that you want to update, hover over the card, and click the edit pencil that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
4. In the side panel, click Footer.

   A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

5. Click the HTML box.

   The HTML window appears.

6. Make the necessary changes and click Apply.
7. Click Save.
8. Click the Save drop-down arrow and click Publish Draft.

Share items with the public

Several layer views, maps, and apps included in the Invasive Pest Management solution must be shared with everyone so they can be accessed by the public on the Invasive Pest Management site.

To share your Invasive Pest Management items with everyone, use the guide below and complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Invasive Pest Management folder.
2. Next to each of the following items, check the check box:

   Name	Item type
   InvasivePestInspections_public	Feature layer (hosted, view)
   Report a Pest_form	Feature layer (hosted, view)
   Report a Pest	Form
   Invasive Pest Management	Hub Site Application

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

5. Click Update.