Use the Project Details page

The Project Details page is where you can view important information and details about the Excalibur project. You can access the page from the Excalibur projects list by clicking View Details for the desired Excalibur project. If you are the owner of the project or have administrative privileges, you can edit information about the Excalibur project.

In addition, if you view the project details of an Excalibur project, you also see the project capabilities like observation layers. You can open the Excalibur project, delete the Excalibur project if you own it or have administrator privileges, or return to the project list from this view.

Note:

Excalibur projects created before ArcGIS Excalibur 4.0 must be upgraded for users to access them. When the project owner or an administrator opens the project it will be automatically upgraded and can be accessed by users for collaboration based on its sharing properties.

Project information

Once you access the project detail page, you will be brought to the About page, where you can see and edit the following:

• Project Title
• Project Thumbnail
• Project Summary
• Project Description
• Tags
• Share Settings

Edit the project information

If you are the project owner or have administrator privileges, you can make edits to the project's information. Editable fields have an edit button. These fields include Project Title, Project Thumbnail, Project Summary, Project Description, Tags, and Sharing. To edit project details, complete the following steps: 

1. Browse to the Project Details page of the desired project.
2. On the About tab, click Edit on the Project Information section.
3. Edit or remove the thumbnail or the text for the project information fields.
4. Click Save to update the changes or click Cancel to disregard any changes.

   A notification appears verifying that the project information has been updated.

5. Click Edit on the Tags section and add or remove any tags. Optionally, add tags from the My Saved Tags button.
6. Click Save to update the changes or click Cancel to disregard any changes.

   A notification appears verifying that the project information has been updated.

7. Click Edit on the Sharing section. Choose to share the project with your organization, make it public, or keep it private. Optionally, share the project with any portal groups available in your organization.
8. Click Save to update the changes or click Cancel to disregard any changes.

   A notification appears verifying that the project information has been updated.

View the Analysis Layer in the project

On the Project Details page, you can view information about the Analysis Layer that is being used within the project. This includes layer item information, layer URLs, and layer statistics.

To view the Analysis Layer information on the Project Details page, complete the following steps:

1. Browse to the Project Details page of the desired project.
2. Click the Analysis Layer tab.

Here you can view the Layer Item Information section, with the layer item ID, the creator, the date created, and the last modified date. You can view the Portal item and layer item URLs and open these in separate tabs or copy them to the clipboard.

Depending on the layer type that is being used as the analysis layer in the project, you can also view the layer statistics. For imagery layers, you can view statistics such as the number of images, newest image date, and oldest image. For video layers, you can view statistics such as frame count, duration, start date, and end date. Some layers may not have statistics shown. To view more information about the analysis layer, click View Details.

Additionally, you can view a preview of the layer by clicking Preview. If the analysis layer contains multiple images laid on top of each other, you can click an image to view additional attributes and cycle through the images within the layer. For video layers, you can play the video in the previewer, but the full video player capabilities will only be accessible when opening the project in the canvas.

Edit project instructions

The project instructions provide users with further information about the tasks to be accomplished in the project. To edit the project instructions, complete the following steps:

1. Browse to the Project Details page of the desired project.
2. On the Instructions tab, click Edit.
3. Use the text editor to provide instructions, create a list of tasks, or remove any unwanted text.
4. Click Save to update the changes or click Cancel to disregard any changes.

A notification appears verifying that the project information has been verified. When opening the project, the changes will be reflected in the Instructions tool.

Add new instructional resources and references

Instructional resources and references in the project instructions provide additional instructional materials, references, and resources about your Excalibur project. These supporting materials include Microsoft Word documents, Microsoft Excel spreadsheets, image files, PDFs, and Microsoft PowerPoint presentations. These materials can be viewed or downloaded by any user who has sharing permissions to view the portal item. If a portal item is shared privately or to specific groups, only the users with access to the item will see it visible in the Excalibur project. Only an administrator or project owner can add or remove added resources and references from the Excalibur project.

To add new resources and references in a project, complete the following steps:

1. Click View Details on a project.

   The Project Details page appears.

2. Click the Instructions tab.
3. Click Upload File.

   The Upload Supporting Materials panel appears.

4. Choose a supporting file.
5. Enter the following:
   • Title (required)
   • Summary (optional)
6. Choose the sharing level.
7. Choose a folder for the file to be uploaded to from the drop-down menu.

   The default is the active Excalibur project folder.

8. Click Upload File to upload the file. Click Reset Form to reset the form. Click Cancel to close the panel.

   The panel closes once you add the file.

The uploaded file shows when it was last updated with the recent date. You can click Options to Open, View Details, or Remove to open, view details for, or remove your file from the Excalibur project.

Add existing instructional resources and references

To add existing resources and references in a project, complete the following steps:

1. Click View Details on a project.

   The Project Details page appears.

2. Click the Instructions tab.
3. Click Add Existing Items.

   The Add Instruction Materials panel appears. You can search and filter your products.

4. Select the existing material items you want to add to your project.

   Note:

   You can select multiple items.

5. Click Save to add the items. Click Cancel to close the panel.

   The panel closes once you add the file.

The added item shows when it was last updated with the recent date. You can click Options to Open, View Details, or Remove to open, view details for, or remove your item from the Excalibur project.

Change the project web map

When an Excalibur project is created, a web map is also created and set as the project web map. However, you can change the project web map at any time in the project details.

1. Click View Details on a project of interest.
   The Project Details page appears.
2. Click the Web Map tab.
3. Click Browse Web Maps.
4. Choose a web map and click Save.

   A notification appears verifying that the web map has been updated.

   The new web map appears in the preview. You can use the widgets in the preview to zoom in and out, look at the context layers in the project, and view the legend. You can also change the web map again using the same process.

Optionally, you can also create a new web map or save a copy of the current web map by clicking the Browse Web Maps drop-down menu and using the Create New or Save As options. This is helpful if you do not own the project web map and want to have your own web map so you can make edits to it.

Once you create a new web map or save a copy of the current web map, this will be saved in your project folder in your portal content and will replace the current project web map. This may affect observation layers and GeoEnrichment definitions within the project.

Add an observation layer to the Excalibur project

You can add an existing observation layer to the Excalibur project to collect observations from your imagery or video or create an observation layer to fit your project needs. An observation layer can be a feature layer or a knowledge layer.

Choose an existing observation layer

To add an existing observation layer, complete the following steps:

1. Click View Details on a project of interest.
   The Project Details page appears.
2. Click the Observation Layers tab.
3. Click Add Existing.
4. Select one or more observation layers and click Save.

   The new layer appears on the Observation Layers tab.

Create an observation layer

To publish a new observation layer, complete the following steps:

1. Browse to the Publish New Hosted Web Layers area from the home page or Publish Layer on the side navigation menu. If you are publishing a new observation layer within an Excalibur project, browse to the Observation Layer tab and click Create New.
2. Provide information for the following details:
   • Type Layer Name text.
   • Define the layer's geometry type by choosing Points, Polygons, or Lines.
3. Choose to add the Excalibur Calculated Fields and Analyst Comments Field values to the layer.

   You can edit additional layer information, add and remove fields, edit the layer styling, and edit specific layer settings after the layer is published.

4. Click Create Layer.

The new layer appears on the Observation Layers tab and a notification appears verifying that the layer was created.

Configure an observation layer

After the creation of an observation layer, you can choose to configure the layer after it is published or at a later point. You will be brought to the Configure Observation Layer page immediately after the layer is published or you can access the configuration page. by following these steps:

1. Click View Details on a project of interest.

   The Project Details page appears.

2. Click the Observation Layers tab.

   The observations you’ve added to this project will appear here. If there are no observations, click Add Layer to select an existing layer or create a new one.

3. Click View layer configuration and settings.

   The Configure Observation Layer page appears.

   The page opens on the Information tab.

Layer information

On the Information tab on the Configure Observation Layer page, you can make any edits to the layer information and click Save when finished. If you browse away from the information tab without saving, the changes will be canceled.

A notification appears verifying that the updates were saved.

Add or remove observation layer fields

On the Configure Observation Layer page, you can edit Layer Fields and System Managed Fields for your observation layers on the Fields tab. To add or remove fields, follow these steps.

1. Click the Fields tab on the Configure Observation Layer page.

   Layer Fields and System Managed Fields appear.

2. Click Create New above the Layer Fields table.
3. Provide the following information for the new field:
   • Field Name (required)
   • Display Name
   • Data Type
4. Optionally, define a Domain Type (domain of coded values or range) option for the new field by selecting Coded Values or Range.

   Note:

   A Range domain cannot be made for a new field of type String.

5. Choose if this field requires a value or if it should be optional.
6. If you selected a domain of coded values, enter a value for the Name and Code parameters for each domain in your pick list, ensuring you add each domain to the list.
7. After all domains are added to the new field, click Add.
8. Repeat these steps until all additional fields are added to the base schema.
9. Click Done when finished.

The new field is added to the Layer Fields table. To edit the field, select Edit Field. If you choose to edit the field, the field name and data type cannot be changed after the field is initially created.

Manage system fields and settings

These fields are managed by ArcGIS Excalibur and are used to automatically populate information from the image when an observation is collected.

To add or remove Excalibur-managed fields to or from an existing observation layer, complete the following steps:

1. Click the Fields tab on the Configure Observation Layer page.

   Layer Fields and System Managed Fields appear.

2. Click Add/Remove above the System Managed Fields table.
3. Select any fields you want to add or deselect any fields you want to remove.
4. Click Save.

A status indicator appears while the fields are added to the layer and a notification appears verifying that the fields have been updated. If you are removing fields, a warning appears to let you know that removing will delete all the data in the selected fields. Click Delete to continue.

Once the fields are successfully added or removed to or from your layer, the System Managed Fields table updates with any changes.

You can begin using these fields in your project to automatically populate information from the image with every observation you collect on that layer.

Edit observation layer styling

On the Configure Observation Layer page, you can edit the Layer Styling options for observation layers on the Styling tab. To edit the styling for your layer, complete the following steps:

1. Click the Styling tab on the Configure Observation Layer page.
2. Choose your observation layer styling based on a single symbol by clicking Single Symbol or on unique values by clicking Unique Values.

   By default, the Single Symbol styling option is selected and is based on the geometry type you chose in the observation layer details step.

3. Choose the Single Symbol style properties for your layer:
   • Points—Size, style, color, outline, and transparency
   • Polygons—Outline, fill, outline width, and transparency
   • Lines—Color, width, and transparency
4. Optionally, choose the Unique Values option to style your layer based on a coded value.

   Note:

   The Unique Values option is unavailable if your new observation layer does not contain any coded value domains. Range domains are not supported for styling.

5. Choose the field that you want to style your observation layer on that contains coded value domains from the Available Fields pick list.
6. Click each style icon in the coded values table and change the style properties.
7. Click Save.

A notification appears verifying that your layer styling has been updated.

Edit observation layer settings

On the Configure Observation Layer page, you can edit the Layer Settings options for observation layers on the Settings tab. These include the following:

• Editing—Enable or disable editing on this layer.
• Editor tracking—Keep track of who edited the data (editor name, date, and time).
• Time—Enable time_based on a specific field
• Attachments—Allow image attachments to individual features in your observation layer.

To edit the settings for your layer, follow these steps:

1. Click Settings on the Configure Observation Layer page.
By default, the editing, editor tracking, time, and attachments settings will be enabled.
2. Optionally, disable these settings.

A notification appears verifying that your layer settings have been updated.

Enhance an Excalibur project with GeoEnrichment definitions

Adding a GeoEnrichment definition to the project helps enhance your observations with information from a related layer to help automate the observation collection workflow. You can choose which fields are automatically populated in the point or polygon observation layer by matching them to fields in one or more related polygon context layers. When an observation is collected within or intersects the selected polygon layer, attributes from that layer will automatically populate in the observation layer.

To create a GeoEnrichment definition in an Excalibur project, you must be the project owner or a portal administrator. You also must have a point or polygon observation layer in the Excalibur project and a polygon context layer in a web map that has been added to the project.

Only one GeoEnrichment definition can be made per observation layer, but each observation layer can have multiple context layers as a part of its definition helping to automate the process of relating an observation to one or more contextual layers in the project.

Create a GeoEnrichment definition in an Excalibur project

To create a GeoEnrichment definition in a project, complete the following steps:

1. Click View Details on a project.
   The Project Details page appears.
2. Click the GeoEnrichment tab.

   A message appears if the project does not meet the requirements to create a GeoEnrichment definition.

3. Click Create.

   A new page opens to start the workflow.

4. Select a point or polygon observation layer as the observation layer from the drop-down menu.
5. Select a web map layer as the source layer.
6. Once the observation and source layers have been selected, choose the field names from each layer that you want to match.
7. Click Add GeoEnrichment Definition.

   Once you add a field matching pair, the table populates. Click Delete to remove the matched fields.

8. Optionally, choose additional fields to match.
9. Provide a description for the GeoEnrichment definition.
10. Click Create when finished. Click Cancel to return to the project details.

    A status indicator appears while the GeoEnrichment definition is created.

View GeoEnrichment definitions in an Excalibur project

To view a GeoEnrichment Definition in a project, complete the following steps:

1. Click View Details on a project of interest.
   The Project Details page appears.
2. Click the GeoEnrichment tab.

   The GeoEnrichment definitions appear.

Edit a GeoEnrichment definition in an Excalibur project

You can edit a GeoEnrichment definition if you are a project owner or administrator. To edit a GeoEnrichment definition in a project, complete the following steps:

1. Click View Details on a project of interest.
   The Project Details page appears.
2. Click the GeoEnrichment tab.

   The GeoEnrichment definitions appear.

3. Click Update.

   A new page opens where you can do the following:

   • Edit the description.
   • Remove existing field matches.
   • Edit existing field matches.
   • Add new field matches.
4. Click Update once you make changes to the definition.

   A status indicator appears while the GeoEnrichment definition is updated. After the definition is successfully updated, you return to the Geoenrichment page.

Remove a GeoEnrichment definition in an Excalibur project

You can remove a GeoEnrichment definition if you are the project owner or administrator. To remove a GeoEnrichment definition in a project, complete the following steps:

1. Click View Details on a project of interest.
   The Project Details page appears.
2. Click the GeoEnrichment tab.

   The GeoEnrichment definitions appear.

3. Click Delete.

Add related information products

Related information products are any supported item types that are associated to an Excalibur project. Related information products are created and uploaded using Export Tools in the related Excalibur project. Once a report, screenshot, or video frame is uploaded to the project, a relationship is created with the item to the Excalibur project.

Additionally, a project owner or administrator can add a related information product through the Project Details page. These products can be viewed or downloaded by any user who has sharing permissions to view the portal item. If a portal item is shared privately or to specific groups, only the users with access to the item will see it visible in the Excalibur project. An administrator or project owner can remove added products from the Excalibur project. When adding a related information product from your portal content, the supported products and applications are Microsoft PowerPoint, Microsoft Word documents, Microsoft Excel spreadsheets, image files, ArcGIS Dashboards, ArcGIS Experience Builder, ArcGIS StoryMaps, ArcGIS Web AppBuilder, and ArcGIS Instant Apps.

To add a related information product in a project, complete the following steps:

1. Click View Details on a project.

   The Project Details page appears.

2. Click the Products tab.
3. Click Add Products.

   A panel appears to browse products. You can search and filter your products.

4. Select the product you want to save to your project.

   Note:

   You can select multiple products.

5. Click Save to add the products. Click Cancel to close the panel.

You can click Options to Open , View Details, or Remove to open, view details for, or remove your product from the Excalibur project. Items added from Export Tools are also added to the Products tab of your Excalibur project.

Delete an Excalibur project from the project details

To delete an Excalibur project, click Delete next to Open Project. A dialog box prompts you to confirm your project deletion. On this dialog box, you can delete additional items related to the Excalibur project . You can also delete a project from the Project List page. You can only delete projects and items you own, unless your account has administrator privileges.