Configure Lead Service Line Inventory

Lead Service Line Inventory can be used to develop a lead service line inventory and monitor the replacement of service lines required to comply with the Environmental Protection Agency's (EPA) Lead and Copper Rule Improvements.

The Lead Service Line Inventory solution can be configured to meet specific needs in your organization. The sections below outline some administrative tasks to update and manage the solution to fit your organization's needs.

Load Data

In some cases, you may need to load existing data into the solution before sharing the maps or applications. Review the maps or applications provided with the solution and determine what, if any, source data you want to load.

Note:

For ServiceLine layers with attachments and the Service Line Self-Assessment feature service, use the Data Loading toolset.

Load data from Lead Service Line Inventory v3.0 to v4.0 using Data Pipeline

The Lead Service Line Inventory solution includes an ArcGIS Data Pipelines pipeline that can be used to load service lines from version 3.0 of the ServiceLine feature layer to version 4.0.

To load service line data, complete the following steps:

1. In a browser, sign in to your ArcGIS organization, and then browse to the Lead Service Line Inventory v3.0 to v4.0 Data Pipeline pipeline.
2. Click Open in Data Pipelines.

   The data pipeline editor opens and you can edit your diagram.

3. Click the input ServiceLine feature layer on the canvas.
4. On the panel under Feature layer click ServiceLine.

   The item browser opens.

5. In the item browser, find your ServiceLine feature layer from the 3.0 version of the solution, select ServiceLine from the Select Layer dropdown and click Confirm.
6. On the canvas, click the Map fields option. In the panel, click Edit field mapping and ensure your fields are mapped correctly and make any necessary adjustments.
7. Click Save on the editor toolbar.
8. At the bottom of the pane, click Preview and review the data.
9. On the action bar at the top of the canvas, click Run.

   The data pipeline is now running and the Latest run details console appears. Once the process is complete, the feature layer is shown on the Output Results tab and the features from the original layer have been loaded into the v4.0 ServiceLine feature layer.

Use the Data Loading toolset

The Data Loading toolset contains tools to streamline data loading from a source schema to a target schema. The tools help reduce the time and complexity of migrating to a new data schema.

To use ArcGIS Pro to load data in to the solution, complete the steps below:

1. Open ArcGIS Pro.
2. Click Tools in the Geoprocessing group on the Analysis tab of the ribbon.
3. Expand the Data Management Tools then expand the Data Loading toolset.
4. Review the Data Loading toolset documentation to understand how to load data into the Service Line and Service Line Self-Assessment layers.

Provision users

Included with Lead Service Line Inventory are four groups designed to help managers organize their members based on their privileges and their work.

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

1. In a browser, sign in to your ArcGIS organization.
   Verify that you have privileges to manage member groups before continuing.
2. Click Groups at the top of the site.
3. Click the name of the group to open the group details pages.
4. On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
5. Click the Overview tab and click Invite users.
6. Select the members you want to add and click Add to group.
7. Repeat steps 3 through 6 for each group you need to add members to.

The provided groups are intended to be utilized by members with a minimum of the following user types in order to fully use the provided maps and apps:

Group name	User type
Lead Service Line Editors	Contributor Mobile Worker
Lead Service Line Office Viewers	Viewer
Lead Service Line Public Viewers	Viewer
Lead Service Line Managers	Viewer Contributor

Create the Lead Service Line Inventory ArcGIS Pro project (optional)

First, you will create a map project in ArcGIS Pro that can be used for adding and editing service line and related information.

1. Start ArcGIS Pro; if you are already in a project, click the Project tab and click New.

   Note:

   Ensure that you are signed in to your ArcGIS organization.
2. Under New Project, click Map.
3. In the New Project dialog box, for Name, type Lead Service Line Inventory. Specify a location and click OK
4. In the Catalog pane, click the Portal tab, browse to the Lead Service Line Inventory folder, and double-click to open it.
5. Right-click the ServiceLine_editing feature service and click Add To Current Map.
6. Save the project.

Configure Lead Service Line Inventory site

The Lead Service Line Inventory solution includes the Lead-Safe Community ArcGIS Hub site that your organization can configure with your branding and can use to share information about lead service information with the public.

Update with organizational information

After deploying the Lead Service Line Inventory solution, the Lead-Safe Community site layout only requires a few updates to fit your local context. Consider what information you already have and what you can most easily find. Update the information by completing the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Lead-Safe Community site.
2. Open the item page and click Configure App.
3. On the left, click the edit button to open the site editor.
4. Scroll to the Statistics section under the title of the website.
5. Update each card by hovering over the card and clicking the edit button . A pane appears where you can make changes to the colors, images, text. and more.
6. Click Layout to add additional cards to the site and select from the list of options.
7. Click Customize to access Settings, Theme, Header, Layout, and Footer options.
8. Make the necessary changes and click Apply.
9. Click Save.

To learn more about sites, review What is a site?

Enable verification labels

The Lead Service Line Inventory solution includes a label to show whether or not the utility side or customer side of the service line has been verified. The label appears as a dot on either the utility side or customer side of the symbol. If the specific side of the service line has not been verified, the dot will appear. Once it has been updated to verified, the dot will disappear. By default, the label is turned off. Follow the steps below to enable the label.

1. Verify that you are signed in to your ArcGIS organization and browse to the Lead Service Line Viewer map.
2. Click Open in Map Viewer to open the map.
3. Ensure the Service Line layer is active in the Layers pane. On the toolbar, click Labels.
4. Toggle on Enable labels
5. Click Save.
6. Repeat steps 1-5 for the Lead Service Line Editor and Lead Service Line Field Editor maps.

Enable symbol styles

The Lead Service Line Inventory solution includes two styles containing the symbols for the Service Line layer: Lead Service Line Inventory Desktop Symbols and Lead Service Line Inventory Web Symbols. The Lead Service Line Inventory Desktop Symbols style is used in ArcGIS Pro to modify the existing symbols or add new symbols to the style to be published back for use in ArcGIS Online. The Lead Service Line Inventory Web Symbols style is made available in ArcGIS Online to add or update symbols in your maps, especially if you modified or removed a symbol and need to recover the original.

Add Lead Service Line Inventory Web Symbols to a map

Follow the steps below to add the Lead Service Line Inventory Web Symbols to a map:

1. Verify that you are signed in to your ArcGIS organization and browse to the Lead Service Line Viewer map.
2. Click Open in Map Viewer to open the map.
3. Ensure the Service Line layer is active in the Layers pane. On the toolbar, click Styles.
4. Under Pick a style click Style options.
5. Click one of the symbols and in the Symbol style pane click the Current symbol.
6. Click Add styles , select the Lead Service Line Inventory Web Symbols and click Add. The style is now available to update symbols throughout your organization.

Add Lead Service Line Inventory Desktop Symbols to ArcGIS Pro

Follow the steps below to add the Lead Service Line Inventory Desktop Symbols to ArcGIS Pro:

1. In ArcGIS Pro, sign in to your ArcGIS organization containing the Lead Service Line Inventory Desktop Symbols.
2. In the Catalog pane, right-click Styles and click Add Style.
3. Under Portal, expand My Content and navigate to the folder containing the Lead Service Line Inventory Desktop Symbols.
4. Select Lead Service Line Inventory Desktop Symbols and click OK. The style has now been added to ArcGIS Pro and is ready for symbols to be added or modified.
5. After adding or modifying symbols, the style can be shared as a web style back to ArcGIS Online. Review the Share a web style documentation to understand how to share the web style.

Share items with public

Several layer views, maps and apps included in the Lead Service Line Inventory solution must be shared with everyone so they can be accessed by the public on the Lead-Safe Community site. To share your lead service line 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 Lead Service Line Inventory folder.
2. Check the check box next to each of the items below:

   Item	Name
   Feature Layer (hosted, view)	ServiceLine_viewing
   Feature Layer (hosted, view)	Service Line Self-Assessment_customer
   Web Map	Lead Service Line Public Viewer
   Instant App	Lead Service Line Public Viewer
   Hub Site Application	Lead-Safe Community
   Form	Water Service Line Material Survey

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

   Note:

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

5. Click Update.