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.

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 Instructions
• 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. In the About tab, click the Edit button 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 the Edit button 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 the Edit button on the Sharing section. Choose to share the project with your organization, publicly, 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

Within the Project Details, 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 within the Project Details, follow these 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 such as 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 within 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.

Additionally, you can view a preview of the layer by clicking the Preview button. If the Analysis Layer contains multiple images laid on top of each other, you can click on the 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.

Project Instructions

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

1. Browse to the Project Details page of the desired project.
2. In the Instructions tab, click the Edit button.
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.

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. This will default to 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 your file from the Excalibur project.

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 have the option to 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.
6. 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 your item from the Excalibur project.

Change the project web map

Excalibur projects are configured to use the default portal 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 Change Web Map.
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.

5. Optionally, click the Use Default Web Map to return to the default web map.

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. Navigate to the Observation Layers tab.
3. Click Add Layers.
4. Select on one or more observation layers and click Save.

   The new layer appears in the Observation Layers tab.

Create an observation layer

To publish a new observation layer, follow the steps below:

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

   You will be able to edit additional layer information, add/remove fields, edit the layer styling, and edit specific layer settings after the layer is published.

4. Click Create Layer.

The new layer appears in 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. Navigate to the Observation Layers tab.

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

3. Click View layer configuration and settings.

   You will be brought to the Configure Observation Layer page.

   The page opens on the Information tab.

Layer information

Within 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 navigate away from the information tab without saving, the changes will be canceled.

A notification appears verifying that the updates were saved.

Observation Layer Fields

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

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

   The Layer Fields and the 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, you can define a Domain Type (domain of coded values or range) 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.

   You will see the Layer Fields and the System Managed Fields appear.

2. Click Add/Remove above the System Managed Fields table.
3. Select any fields you would like to add or deselect any fields you would like 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 will appear 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, you will see the System Managed Fields table update 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.

Observation Layer Styling

On the Configure Observation Layer page, you can edit the Layer Styling for your observation layers in the Styling tab. To edit the styling for your layer, follow these 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. If Unique Values styling is desired, 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.

Observation Layer Settings

On the Configure Observation Layer page, you can edit the Layer Settings for your observation layers in the Settings tab. These include:

• 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 the Settings tab on the Configure Observation Layer page.
2. By default, the editor tracking, time, and layer attachment settings will be enabled. Select to disable these settings as desired.

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 your 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. Choose additional fields to match if desired.
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 your 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.

   Your GeoEnrichment definition(s) 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.

   Your GeoEnrichment definition(s) 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 your GeoEnrichment definition is updated. After your 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.

   Your GeoEnrichment definition(s) appear.

3. Click Delete.

Delete an Excalibur project from the project details

If you are the owner of an Excalibur project, you can delete the project from the Project Details page. To delete a project, complete the following steps:

1. Browse to the Project Details page for the desired project.
2. Click Delete Item.
3. Click Delete to permanently delete the project. Optionally, click Cancel to return to View Details.

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 the Export Tools of 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. 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 have the option to 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 your product from the Excalibur project. Items added with the Export Tools are also added to the Products tab of your Excalibur project.