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How do you train and supervise field staff and volunteers to use mobile GIS tools and methods?

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Mobile GIS and field data collection are essential skills for geomatics professionals who need to gather, analyze, and visualize spatial data. But how do you train and supervise field staff and volunteers to use mobile GIS tools and methods effectively and efficiently? In this article, we will share some tips and best practices to help you plan, prepare, and manage your field data collection projects.

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Mohsen Eshraghi

Project Manager ? Geomatics | Surveying | Geospatial | Location-data | Mapping | GIS | Remote Sensing | GNSS | RADAR |…

1 Choose the right tools

Choosing the right mobile GIS tools for your project is the first step. Options range from simple GPS devices and smartphones to specialized tablets and handheld computers. Your choice depends on the type and quality of data needed, budget and resources available, terrain and weather conditions, and skills and preferences of field staff and volunteers. Common mobile GIS tools include ArcGIS Collector, Survey123 for ArcGIS, Fulcrum, and QField. ArcGIS Collector is a mobile app to collect and edit data using maps and forms; it works with ArcGIS Online or ArcGIS Enterprise and supports offline data collection and synchronization. Survey123 for ArcGIS is a mobile app to create and fill out surveys using smart forms; it also works with ArcGIS Online or ArcGIS Enterprise, as well as supporting offline data collection. Fulcrum is a mobile app to create custom forms with photos, videos, audio, or GPS locations; it works with any web browser or cloud platform and supports offline data collection. Lastly, QField is a mobile app to use QGIS projects on an Android device; it supports offline data collection and editing while integrating with QGIS desktop.

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2 Train your field staff and volunteers

The next step is to train your field staff and volunteers to use the mobile GIS tools and methods you have chosen. This is imperative to guarantee the quality, consistency, safety, and satisfaction of your data collection. In your training, you should cover topics such as how to use the mobile GIS app or device, including its interface, functions, settings, and troubleshooting. Additionally, you should discuss how to follow the data collection protocol, including the map or survey design, the data attributes, the data validation, and the data submission. You should also teach them how to handle any challenges or issues that may arise in the field such as battery life, connectivity, accuracy, permissions, ethics, and security. Lastly, you should instruct them on how to communicate and coordinate with the project manager and other field staff and volunteers using tools such as phone, email, chat or radio.

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Mohsen Eshraghi

Project Manager ? Geomatics | Surveying | Geospatial | Location-data | Mapping | GIS | Remote Sensing | GNSS | RADAR | LiDAR | Drones ? Business Consultant ? Business Strategy | Facilitation
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Effective Training A tailored, comprehensive approach is recommended. Begin with a customizable program aligned with program objectives and team literacy levels. Introduce theoretical foundations before seamlessly transitioning to practical tutorials, ensuring immediate application. Foster a collaborative teaching atmosphere to make tutorials enjoyable, encouraging knowledge exchange. Promote peer learning, sustaining engagement through continuous strategies like check-ins and progress assessments. Ground the training in real-world scenarios relevant to the team's tasks, bridging theory and application. Incorporate periodic skill assessments, instilling confidence by offering continuous support and addressing concerns promptly.

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3 Supervise your field staff and volunteers

The final step is to supervise your field staff and volunteers during the field data collection process. This is essential to monitor the progress and performance of your project, as well as to provide feedback and support to your field team. You should review the data collected by your field staff and volunteers regularly, using dashboards, reports, or maps. Additionally, it is important to communicate with your field staff and volunteers frequently, using phone, email, chat, or radio. Finally, you should evaluate the outcomes and impacts of your field data collection project, by comparing the results with the objectives and indicators you have set. Through this process you can identify any strengths, weaknesses, opportunities, or threats.

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How do you train and supervise field staff and volunteers to use mobile GIS tools and methods?

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1 Choose the right tools

2 Train your field staff and volunteers

3 Supervise your field staff and volunteers

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