revision notes: added Task Guide 7C and 7D pages 65-69 · 25/01/2014 · Task Guide 1: Check Out...

United States Department of Agriculture Natural Resources Conservation Service

Toolkit 7.0 Task Guide January 16, 2014

Toolkit 7.0

Sponsors:

Arlen Ricke, Landscape Planning Specialist, Toolkit Coordinator USDA Natural Resources Conservation Service National Headquarters 14P

thP and Independence Ave., SW, Room 6015-S

Washington, DC 20250 202.720.1868 Frank Geter, Leader USDA Natural Resources Conservation Service Enterprise Business Initiative Team 2150 Centre Avenue, Building A Fort Collins, Colorado 80523 970.295.5540 Steven Nechero, Acting Director USDA Natural Resources Conservation Service National Geospatial Center of Excellence 501 W. Felix, Building 23 Fort Worth, Texas 76115 817.509.3366 Ken Rojas, Acting Leader USDA Natural Resources Conservation Service Information Technology Center 2150 Centre Avenue, Building A Fort Collins, Colorado 80523 970.295.5524

33TToolkit 7.033T ........................................................................................................................................................... 1

33TWhat’s New in Toolkit 7.033T .............................................................................................................................. 1

33TTask Guide 1: Check Out Customer Folder33T .................................................................................................... 2

33TTask Guide 2: Open Customer Folder and Select Plan33T .................................................................................. 4

33TTask Guide 3: Create or Edit a Plan33T ............................................................................................................... 7

33TA.33T 33TCreate New Plan from CLU Layer33T ......................................................................................................... 7

33TB.33T 33TAdd Land Units to Existing Plan from the Common Land Unit (CLU) Layer33T ....................................... 13

33TC.33T 33TCreate New Plan by Digitizing Land Units33T .......................................................................................... 16

33TTask Guide 4: Working with the AOI (Area of Interest)33T ............................................................................... 18

33TA.33T 33TEdit the AOI33T ........................................................................................................................................ 20

33TB.33T 33TCreate a New AOI33T ............................................................................................................................... 22

33TTask Guide 5: Digitize, Copy and Edit Planning Land Units (PLU)33T ................................................................ 24

33TA.33T 33TDigitize a New Land Unit33T .................................................................................................................... 32

33TB.33T 33TDigitize a New Land Unit Using Autocomplete33T .................................................................................. 34

33TC.33T 33TCopy Land Units from the CLU Layer33T ................................................................................................. 37

33TD.33T 33TEdit a Land Unit with an Overlap Error Shown in Draft Using the Vertex Editor33T............................... 41

33TE.33T 33TEdit a Land Unit with an Overlap Error Shown in Draft Using the Reshape Editor33T ........................... 45

33TF.33T 33TDelete a Land Unit33T ............................................................................................................................. 51

33TG.33T 33TSplit PLUs33T ........................................................................................................................................... 55

33TH.33T 33TMerge PLUs33T ........................................................................................................................................ 57

33TTask Guide 6: Attribute the Planning Land Units (PLU)33T ............................................................................... 59

33TA.33T 33TAttribute the New Land Unit33T ............................................................................................................. 59

33TB. Attribute and Link Land Unit to Tabular33T .............................................................................................. 60

33TTask Guide 7: Check In Land Units into the NPAD database.33T ...................................................................... 61

33TA.33T 33TCheck In Land Unit Using Selected Features Option33T ......................................................................... 61

33TB.33T 33TCheck In the Land Unit Using Query By Option33T ................................................................................. 63

33TC.33T 33TCheck In Land Unit Using Selected Features Option33T ......................................................................... 65

33TD.33T 33TCheck In the Legacy Land Unit Using Query By Option33T ..................................................................... 67

33TTask Guide 8: Practices33T ................................................................................................................................ 70

33TA.33T 33TCreate a Point Practice33T....................................................................................................................... 73

33TB.33T 33TEdit an Existing Point Practice33T ............................................................................................................ 75

33TC.33T 33TCreate a Line Practice33T ........................................................................................................................ 77

33TD.33T 33TEdit a Line Practice33T ............................................................................................................................. 80

33TE.33T 33TCreate a Polygon Practice33T .................................................................................................................. 82

33TF.33T 33TEdit a Polygon Practice33T ...................................................................................................................... 86

33TG.33T 33TAttribute a Practice33T ............................................................................................................................ 88

33TH.33T 33TSchedule Full Extent Practices from the Practice Schedule33T ............................................................... 91

33TI.33T 33TSchedule Identified Priorities from the Practice Schedule33T ................................................................ 93

33TJ.33T 33TNational and State Practice Narratives33T .............................................................................................. 96

33TTask Guide 9: Geospatial Web Services33T ...................................................................................................... 98

33TA.33T 33TNational Layers33T .................................................................................................................................. 98

33TB.33T 33TAdd an ESRI Base Map33T ..................................................................................................................... 103

33TTask Guide 10: Plan Approval33T .................................................................................................................... 104

33TAdditional Training Materials33T ......................................................................................................................... 105

33TArcGIS 10.x Training Videos33T ........................................................................................................................ 105

33TESRI Virtual Campus33T ................................................................................................................................... 106

33TAppendix A: Land Use and Land Use Modifier Tables33T ............................................................................... 107

33TBackground33T ............................................................................................................................................. 107

33TNPPH 2013 Land Use Modifiers Definitions33T ........................................................................................... 108

33TComparison of NPPH 2006 and Migration to 2013 Land Use and Land Use Modifiers33T ......................... 108

33TAppendix B: Toolkit Planning Exercises33T ..................................................................................................... 109

33TExercise 1: Create a New Plan from Digitizing and using the FSA CLU Layer33T ........................................ 109

33TExercise 2: Create New Land Units in a New Easement Plan Created During Migration33T ...................... 111

33TExercise 3: View Plan and Edit a Polygon Practice in a Renamed Easement Plan33T ................................ 112

33TExercise 4: Edit a Migrated Plan Linked to ProTracts33T ............................................................................ 112

33TAppendix C: Step by Step Break Down of Exercises33T ................................................................................... 113

33TExercise 1: Create a New Plan from Digitizing and using the FSA CLU Layer*33T ...................................... 113

33TRevision History Notes33T ............................................................................................................................... 155

Toolkit 7.0

What’s New in Toolkit 7.0

A. Connects to the National Planning and Agreements Database (NPAD) B. Eliminates pancaked Planned Land Units (PLUs) in the conservation plan C. Implements new Land Use codes and Land Use modifiers (See Appendix) D. Integrates Easement Boundaries into the Active Land Unit Layer E. Requires digitizing or copying boundary of practices into the Practice Layer F. Integrates geospatial services by utilizing web map services (WMS) G. Removes manual Progress Reporting System (PRS) reporting H. Implements entering additional practice information to track Identified Priorities for

Working Lands for Wildlife I. ProTracts program codes are not selectable when planning

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Task Guide 1: Check Out Customer Folder

Check out the customer folder from the National Planning Agreements Database (NPAD). 1. Start Toolkit by clicking on CST Toolkit 7 on your desktop or click Start>Customer Service Toolkit

7>Toolkit 7.

2. In the Customer Service Toolkit window, click on the County drop-down arrow and select the county name. Enter any other search criteria and click the Go button.

3. Log in through USDA eAuthentication.

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Check out a customer folder.

4. From the list, locate and highlight the Customer File and click the button.

When the check-out process is complete the folder appears under the “My Checked Out Folders” section.

5. Open the customer folder and select a plan. (33TUTask Guide 2: Open Customer Folder and Select Plan)

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Task Guide 2: Open Customer Folder and Select Plan

This demonstration shows how to open a customer folder and select a plan. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer FolderU33T ) 2. Go to the Folders tab.

3. Highlight the customer folder you want to open and click the Open Folder button.

4. Click the Customer File tab.

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5. To add a custom template click the Change/Add ArcGIS Template button, browse to the location of template file and select the template.

6. When prompted to overwrite the Default ToolkitGIS_Template.mxd, answer No.

7. Answer No to “Do you want to overwrite Template?”.

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8. Double click on the template you want to open to start ArcMap.

9. On the ArcMap main menu, select the Toolkit toolbar button to add the Toolkit toolbar. The toolbar can be docked to the desired location.

10. Click the Select a Plan button on the Toolkit toolbar.

11. In the Select a Plan dialog box, select Consplan from the drop-down menu and click OK.

8. Proceed to Task Guide 3: Create or Edit a Plan. a. 33TUCreate New Plan from CLU LayerU33T b. 33TUAdd Land Units to Existing PlanU33T c. 33TUCreate New Plan from Digitizing Land UnitsU33T

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Task Guide 3: Create or Edit a Plan

A. Create New Plan from CLU Layer

1. Check out a plan. (33TUTask Guide 1: Check Out Customer FolderU33T ) 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. On the Tools toolbar, use the Add Data button, navigate to the f:geodata\common_land_unit folder and add the CLU data layer. Change the symbology and the data drawing order if necessary.

Method 1: Query by Farm or Tract Number to identify features to be included in the plan. This demonstration shows how to query by farm or tract number to identify features to be included in the plan

1. On the Toolkit toolbar, click the New Toolkit Layer tool.

2. Under “Digitized Land Units” select Planned Land Units and click OK.

3. Click Yes to “Use features from a source layer?”.

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4. Select the CLU layer for the Source Layer and Query by the Farm or Tract Number.

5. Enter the Farm or Tract number under “search for item” and click the Search button.

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6. Continue this process to select all the tracts needed. Click the OK button to accept the selection.

7. Click the OK button to create the plan from the selections.

NOTE: Be patient, this may take some time.

Method 2: Use the Select Features button to identify features to be included in a plan. This demonstration shows how to use the Select Features button to identify features to be included in a plan. 1. On the ArcMap Tools toolbar click the Select Features button.

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2. Select the polygon from the CLU layer that you want to copy to the PLU layer.

3. On the Toolkit toolbar, click the New Toolkit Layer tool.

4. In the New Toolkit Layer Window dialog:

1. Under “Digitized Land Units” select Planned Land Units. 2. In the Create Plan Section, choose the Create new plan database with a new land unit layer

option. 3. Click in the Layer Name textbox and overwrite the current name (i.e. “Consplan”) if desired. 4. Click the OK Button.

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5. Click Yes to “Use features from a source layer?”.

6. In the Create a New Layer dialog: 1. Select the <County name> Clu from the drop-down menu. 2. Select Use Selected Features for the source layer option. 3. Click OK.

The new PLU layer is added to the Table of Contents.

7. The data extent will automatically zoom to the extent of the new PLU Layer. The Land Unit Editor Toolbar is added and new data layer will be in Edit Mode.

8. Save your edits by clicking the Editor>Save Edits.

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9. Stop Editing by clicking Editor>Stop Editing.

The new polygon is added to the Table of Contents as a Sketch. 10. Attribute Land Units. (33TUTask Guide 6A Attribute the New Land UnitU33T)

11. Check in the land unit.

1. 33TUTask Guide 7A Check In Land Unit Using Selected Features OptionU33T 2. 33TUTask Guide 7B Check in Land Unit Using Query By OptionU33T

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B. Add Land Units to Existing Plan from the Common Land Unit (CLU) Layer

This demonstration shows how to add land units to existing plans from the CLU layer. 1. Check out the customer folder. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select plan. (33TUTask Guide 2: Open Customer Folder and Select PlanU33T) 3. If you want to select the CLU land units manually, use the Select Features tool located on the

ArcMap Tools toolbar to select the land units you want to copy from the CLU layer before proceeding.

4. On the Toolkit toolbar, click the New Toolkit Layer tool. 5. In the New Toolkit Layer Window, select Planned Land Units. In the Create Plan Section, choose the

Link to existing plan database option. In the Existing Plan drop-down menu, select the Existing Plan “Consplan” to add land units to. Click the OK Button.

6. Click Yes to Use Features from a Source Layer.

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7. In the Create a New Layer Window: a. Select the <County name> Clu from the drop-down menu. b. To use pre-selected features from the CLU layer, choose the Use Selected Features option. c. To search by farm/tract number, choose Select by, and choose either tract number or farm

number from the pull-down menu. d. To manually select the tract(s)/farm(s) from the list, use the scroll bar to look for the

tract/farm number(s) and left click on the correct number(s). Note: To unselect, left click on the number.

e. To search for a tract(s)/farm(s), click in the Search for Item textbox, enter the tract/farm number and click the Search Button. Note: To search for more than one, repeat this search step.

f. Click OK.

The new land units are added to the Table of Contents. 8. The data extent will automatically zoom to the extent of the new PLU Layer. The Land Unit Editor

Toolbar is added and new data layer will be in Edit Mode. 9. Save your edits by clicking the Editor>Save Edits.

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11. Attribute the land unit. (33TUTask Guide 6A: Attribute the New Land Unit)

12. Check the land unit.

a. 33TUTask Guide 7A: Check In Land Unit Using Selected Features OptionU33T b. 33TUTask Guide 7B: Check in Land Unit Using Query By OptionU33T

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C. Create New Plan by Digitizing Land Units

This demonstration shows how to create a new plan by digitizing land units. 1. Check out the customer folder. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select plan. (33TUTask Guide 2: Open Customer Folder and Select PlanU33T) 3. On the Toolkit toolbar, click the New Toolkit Layer tool.

4. In the New Toolkit Layer Window, select Planned Land Units. In the Create Plan Section, choose the

Create new plan database with a new land unit layer option. Click in the Layer Name textbox and overwrite the current name (i.e. “Consplan”) if desired. Click the OK Button.

5. Click No to Use Features from a Source Layer.

6. This will create the new plan and activate the AOI Editor

7. Create a New AOI to include the area of the new PLU. (33TUTask Guide 4B: Create a New AOIU33T).

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8. Add land unit(s). a. 33TUTask Guide 5A: Digitize a New Land UnitU33T b. 33TUTask Guide 3B: Add Land Units to an Existing PlanU33T

9. Link land unit to tabular attributes. (33TUTask Guide 6B: Attribute and Link Land Unit to Tabular) 10. Check in the land unit(s).

a. 33TUTask Guide 7A: Check In Land Unit Using Selected Features OptionU33T b. 33TUTask Guide 7B: Check in Land Unit Using Query By OptionU33T

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Task Guide 4: Working with the AOI (Area of Interest)

Toolkit requires that all PLUs be created and edited within an AOI. A .25 mile buffer is created around each existing PLU when the customer folder is checked out. If you need to digitize a new PLU that is adjacent to a current PLU but partially falls outside of the AOI then the AOI extent must be edited in ArcMap to include the area of the new PLU. If you need to digitize a PLU that is greater than a mile of the AOI then a new AOI must be digitized to include the new PLU.

Reference: AOI Business Rules 1. An AOI is included with all plans at the checkout of a plan in Toolkit. 2. The system generated AOI is created by selecting all PLUs bound to the PLAN and buffering .25 mile

to return all other PLUs from the Active PLU Layer Layer and the Legacy PLU Layer. 3. PLU geometry within the AOI that are outside the plan are read only and cannot be edited. 4. PLU geometry within the AOI are used for enforcing overlap and displaying PLUs from other plans by

selecting and reviewing PLU attribute information. 5. All planning land units are required to be created within the AOI. 6. In new plans there will be an AOI layer that is empty until the planner adds an AOI boundary using

the AOI Tool in Arc Map that allows the planner to Add New AOI. 7. An AOI can be limited in size by the system if needed based upon the size of the data set requested. 8. The AOI is editable by the planner from Arc Map by using the AOI Tool and selecting either Extend

AOI or Add AOI.

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9. The AOI tool allows a planner to select the Add AOI button and draw an AOI using a freeform polygon shape.

10. In the AOI tool the planner is required to check a box to indicate if the PLUs requested should contain the PLU history layer in addition to the default of the Active PLU Layer.

11. When the planner submits the AOI Request to NPAD, the AOI shape must be sent to NPAD and intersected with the active PLU layer.

12. The NPAD system must return the entirety of the set of PLUs requested that intersect the AOI bounding box requested by the planner.

13. The planner can create new PLUs from within the AOI. 14. If the planner tries to draw or copy a PLU outside the AOI the system should return a message to the

planner to draw or expand the AOI. 15. The AOI must be regenerated based upon any new land units added when the plan was checked

out. 16. If the AOI is expanded in ArcMap but no land units are added the AOI must return to the original .25

mile buffer of the PLUs from within the plan when the plan is checked in. 17. The AOI will be maintained as drawn by the user for all future Active layer queries. 18. The user should have the ability to reset the AOI back to the system default boundary.

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A. Edit the AOI

This demonstration shows how to edit the AOI to extend it to encompass areas to digitize land units that are outside of the AOI. 1. Check out the customer folder. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select plan. (33TUTask Guide 2: Open Customer Folder and Select PlanU33T)

3. To begin, click the Toolkit Digitizer Tool button located on the Toolkit toolbar. 4. In the Select a Layer to Edit dialog, select AOI from the drop-down menu and click OK.

5. The AOI Editor toolbar has been added to ArcMap.

6. Determine where you need to expand the AOI. 7. On the AOI Editor toolbar, click the Reshape AOI tool button to reshape the existing AOI. Begin by

clicking inside the current AOI. Click your left mouse button to set the vertices. For the last vertex click inside the AOI and double click to finish.

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8. On the AOI Editor toolbar, click the Editor drop-down menu and select Stop Editing.

9. Save your Edits by clicking Yes.

You are now ready to check out the land units that are included in the new AOI.

10. On the Toolkit toolbar click the AOI button to check out land units

11. Check Include Legacy Land Units if needed and click OK.

Note: Legacy Land Units are from plans that migrated from NCP and are not checked into the Active Land Unit Layer.

12. Digitize a new planning land unit. (33TUTask 5: Digitize, Copy and Edit Overlap on Planning Land Units (PLU) U

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B. Create a New AOI

This demonstration shows how to create a new AOI if you need to add land units outside the existing AOI.

1. Check out the customer folder. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select plan. (33TUTask Guide 2: Open Customer Folder and Select PlanU33T)

3. On the Toolkit toolbar, click the Toolkit Digitizer tool button.

4. In the Select a Layer to Edit dialog, select AOI from the drop-down menu and click OK.

The AOI Editor toolbar is added to ArcMap.

5. Use the Add AOI tool button to digitize a new area of interest. 6. On the AOI Editor toolbar, select Editor>Stop Editing.

7. Click Yes to “Do you want to save your edits?”

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8. Check out the Land Units that are located in your new AOI by clicking the AOI button on the Toolkit toolbar.

9. Check Include Legacy Land Units if needed and click OK.

Note: Legacy Land Units are from plans that migrated from NCP and are not checked into the Active Land Unit Layer.

If there are land units in NPAD, they will now show up in the AOI.

10. Digitize a new planning land unit. (33TUTask 5: Digitize, Copy and Edit Overlap on Planning Land Units (PLU)U33T

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Task Guide 5: Digitize, Copy and Edit Planning Land Units (PLU)

The Planning Land Unit is a unique geographic area defined by a polygon that has common land use, a land use modifier and is owned, operated, or managed by the same client(s). Planners are required to digitize and attribute PLUs as the initial step in the resource inventory process.

a. A PLU in the Plan, Locked or Easement status can be associated with only UoneU conservation plan.

b. The association between a PLU and a Conservation Plan cannot be deleted if the PLU is Locked or is an Easement. (Future release will allow PLU to be transferred to another plan)

c. A new PLU must be created and attributed in ArcMap and checked in before practices can be planned.

PLU Business Rules 1. Planners will be required to create PLU polygons using an approved method (see item 4 below).

a. Planners must create the polygon first and then attribute it. i. Planners will not be permitted to enter attributes without first creating the PLU

geometry. ii. Planners will not be permitted to add a PLU record to the national database unless

the record has topologically correct geometry and the minimum required attributes (see PLU Attributes section below).

2. A PLU may be a single or multi-part polygon.

This example shows a multi-part PLU that is contained within a WRP easement.

3. A PLU is created using the following methods: a. Check in Legacy NCP land unit data and geometry into NPAD. b. Digitize heads-up on an acceptable base image (see base image business rules below in

section PLU Digitizing Accuracy). c. Import shapefile(s) collected by a NRCS planner using GPS. d. Import geometry shapefile(s) provided by clients, TSPs, surveyors, etc. e. Copy a polygon from one of these sources and paste it to the PLU layer:

1. FSA CLU layer 2. Resource inventory layer 3. Practice layer

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4. NRCS National Easements layer (WRP, GRP, EWP-FPE, FRPP, GRP) 5. NRCS soils layer or interpretation theme

4. Horizontal overlap will be enforced for the Active PLU layer geometry status of Plan and Locked. There will be no overlapping of polygons.

5. Associations between PLUs and other planning layers are required: a. Practice layer

i. Each practice must be associated with at least one PLU. 6. A PLU has only one planned land use.

a. Each part of a multi-part PLU polygon must have the same planned land use. 7. A PLU may have zero, one or many planned land use modifiers.

a. Each part of a multi-part PLU polygon must have the same planned land use modifier(s). 8. PLUs near or within a conservation easement boundary may not cross the easement boundary. The

easement boundary must be fully contained by PLUS of the program subtype.

PLU Digitizing Accuracy 1. Accuracy requirements for PLU boundaries will match the accuracy of the base image.

a. Image types available to NRCS planners include i. NAIP (3 meter; 1 meter urban areas with 20 foot error budget.

ii. NAIP NRI (1 foot) iii. NAIP WRP (1 foot) for 10000 easements iv. For areas where NAIP is not available (Alaska), other imagery must be approved. v. If available, historical images will be made available to planners.

2. GPS Data Collection Rules a. A GPS digitizing standard is under development at NCGC and will be evaluated with regard to

PLUs. b. Several states use an accuracy standard for conservation planning of <= 20 feet.

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PLU Work Flow

Views There are two views that are used to display the Conservation Plan.

Plan View (current functionality) is the default set in Arc Map that displays the PLUs in a yellow outline. This view is primarily used for viewing, printing and displaying the plan boundaries. Digitize View (new functionality) is the view that displays the PLUs by the geometry status codes. This view is primarily used when using the Land Unit Editor tool and the Check In tool. There are two ways to change views. 1. On the Toolkit toolbar, click the Toolkit Digitizer tool button to go to from the Plan View to

the Digitizing View. 2. To toggle back and forth from the Digitizing View to the Plan View, click the Change Views

button on the Toolkit toolbar.

Add/Edit Land Unit in AOI Attribute Land Unit Check In Land Unit

Plan View Digitize View

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Layer Definitions Explanation of the Plan View and Digitize View Table of Contents UPractices

Symbol Feature Class Definition Points Point practices are where the practice unit is in numbers, acre feet,

cubic feet or animal unit Lines Line practices are where the practice unit is in feet, mile and linear

feet/year. Polygons Polygon practices are where the practice unit is in acres and

square feet ULand Unit Overlap Symbol Topology Rule Definition

Must Not Overlap

Overlap rule “Must Not Overlap” is applied to geometry. It can be edited using the Edit tool and the overlap is validated upon checking in the data.

ULand Units – ULand Units are displayed with the same geometry status but have different symbology in both the Consplan (name of plan) and the Active PLU Layer. See below definitions and symbols for each. UConsplan Symbol View Definition

Plan View Consplan Layer in the Plan View displays all land units from within

the plan with a yellow outline.

Digitize View

Consplan Layer in the Digitize View displays all land units from within the plan in the geometry status code color.

UActive PLUs Symbol View Definition

Active PLU Active PLUs Layer contains all land units that have been checked into NPAD that are located outside the Consplan but are located within the AOI. These land units have the same outline for the geometry status but are differentiated by a blue fill. This layer can be turned off/on when you are not using the land unit editor.

Rules: • When a new land unit is created in the Consplan the land

unit will snap to any Active PLUs in the Plan, Locked or Easement geometry status to prevent a topology error from being created.

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ULand Unit Geometry Status U– The Land Unit Geometry Status displays the current status of the land unit in Arc Map. The Land Unit Geometry Status can only be seen by using the Digitizing View in Arc Map. Below are the symbols, layers and the definitions that apply to each.

Symbol Layer Geometry Status

Definition

Consplan Active PLU

Plan These land units are in the Active PLU Layer and do not have any errors that need corrections. These land units are not linked to a ProTracts contract and are therefore editable in the Consplan. UConsplan Rules: • No other PLUs can be created on top of a Plan PLU. • When digitizing PLUs adjacent to the Plan PLU the auto-correct

feature will snap to a Plan PLU but not change the shape of the Plan PLU.

• The Plan PLU is editable so it can be selected and edited from the Land Unit Editor if the correct Customer is checked out.

• When a Plan PLU is edited it is automatically changed to the Sketch Status and therefore must be “checked in” to check for errors before the land unit is changed back to a Plan PLU.

UActive PLU Rules: • Land Units in the Active PLU layer with the plan geometry

status are used to enforce topology (no overlap) when a land unit is created or edited in the Consplan.

Consplan Active PLU

Locked These land units are in the Active PLU Layer and are locked. These land units are linked to a ProTracts active contract and cannot be edited in the Consplan Layer unless the contract is modified in ProTracts or the contract is no longer active in ProTracts. Land Units in the Active PLU Layer are not editable in Arc Map but are used for enforcing rules for not allowing overlap on land units. UConsplan Phase 1 Rules: • No other PLUs can be created on top of a Locked PLU. • When digitizing PLUs adjacent to a Locked PLU the auto

correct feature will snap to a Locked PLU but not change the shape of the locked PLU.

• The Locked PLU is not editable so it cannot be selected from the Land Unit Editor.

• The Locked PLU Attributes are not editable. • PLU is changed to Draft when the contract is no longer active. UConsplan Phase 2 Rules: • When a contract is modified the Land Unit Geometry Status

will change from Locked to Draft to allow for the planner to edit the Land Unit polygon or the attributes.

• During a Contract Modification the Land Unit can be transferred to a new plan through a land transfer module.

UActive PLU Rules: • Land Units in the Active PLU layer with the Locked geometry

status are used to enforce topology (no overlap) when a land unit is created or edited in the Consplan

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ULand Unit Geometry Status - continued Symbol Layer Geometry

Status Definition

Consplan Active PLU

Plan Easement

These land units are in the Active PLU Layer and are associated to a closed easement boundary. These PLUs do not have overlap errors and they cannot be deleted in Toolkit. UConsplan Rules: • An easement will be displayed in the Consplan layer with a

Plan status. • To display the easement label turn on both the Consplan and

Active PLU Layers. • No other PLUs can be created that cross the easement

boundary. • An Easement PLU is only allowed to be split or merged. • Exterior boundaries of an Easement cannot be edited using

the Land Unit Editor. • Easements cannot be deleted from a plan. Consplan Phase 2 Rules: • Easement Land Units can be transferred to new plans when

an easement is split between ownership. • Easement boundaries can only be updated by the State

submitting new or revised easement boundaries to the National Geospatial Center for Excellence.

UActive PLU Rules: • Land Units in the Active PLU layer with Easement status are

used to enforce topology (no overlap) when a land unit is created or edited in the Consplan.

Consplan Legacy

Legacy Legacy land units are in the Legacy PLU Layer and may or may not have errors that need corrected. UConsplan Rules: • These land units must be checked in if new practices are to be

planned. • These land units can remain in Legacy Layer if no further

practices are to be planned. • Any new land units created in the consplan will not snap to a

Legacy Land unit within the consplan. This means a land unit in Sketch is allowed to overlap a Land Unit in Legacy.

ULegacy Rules: • Legacy Land Units are displayed for reference information

separately from the Consplan and the Active PLU layer. • Legacy Land Units are not used for topology checks or

snapping to land units that are created in the Consplan.

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ULand Unit Geometry Status - continued Symbol Layer Geometry

Status Definition

Consplan Active PLU

Draft Draft land units are in the Active PLU Layer and may have errors that need corrected if future practices need to be planned. UConsplan Rules: • Draft PLUs are not allowed to plan practices. • Draft PLUs must be corrected and re-checked in and be in the

Plan geometry status before a practice can be planned. UActive PLU Rules: • Draft Land Units are not used for topology checks or snapping

to land units that are created in the Consplan.

Consplan Active PLU

Sketch A PLU in Sketch Geometry Status is a new land unit that has been created but has not been checked in to the Active PLU layer to confirm it does not have errors. UConsplan Rules: • When creating new PLUs in Sketch status the auto-complete

will snap to any Sketch PLUs in the consplan to ensure overlap errors are not created.

• Sketch PLUs must be attributed and Checked In to the Active PLU layer and must be in the Plan status prior to planning practices.

• If a Sketch PLU fails overlap at check in the geometry status will change to Draft.

• When the customer folder is checked in NPAD any land units in Sketch will be checked in automatically and NPAD will update the status to Draft or Plan.

UActive PLU Rules: • Sketch Land Units are not used for topology checks or

snapping to land units that are created in the Consplan. UAOI Symbol Layer Definition

AOI

An AOI is a quarter-mile buffer created around the Consplan PLUs. It is used to enforce topology (error checking) when new land units are added or existing land units are edited. . UAOI Rules: • AOI editor tool allows you to edit or add a new AOI. • All land units must be created within the AOI. • If the AOI is edited you must select the AOI button to check out any land

units in the updated AOI area. UBase Layer practice_instance_point practice_instance_polyline practice_instance_polygon land_unit plan_aoi

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Overlap

Overlap is how point, lines and polygons share geometry. Overlap rules are topology rules used to ensure data quality and to allow your geodatabase to represent your features in a more realistic way. The following diagram demonstrates how the rule “Must Not Overlap” is applied to Land Unit polygons. Toolkit enforces these rules on land units located within an AOI (Area of Interest). The rule “Must Not Overlap” guarantees that no point, line or polygon can overlap another polygon that is in the same feature class or subtype. However, they can share edges or vertices. If an error occurs (shown in red) it must be corrected before it can be checked into the database.

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A. Digitize a New Land Unit

This example demonstrates how to digitize a new land unit located completely within the AOI. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

PlanU33T) or create a new plan. (33TUTask Guide 3: Create or Edit a Plan) 3. Zoom or Pan to the area you want to digitize.

4. If needed edit or create a new AOI. (33TUTask Guide 4: Working with the AOIU33T)

5. On the Toolkit toolbar, click the Toolkit Digitizer tool.

6. On the Select a Layer to Edit dialog, click the drop-down arrow and select Consplan and click OK.

The Land Unit Editor toolbar is added to ArcMap.

7. On the Land Unit Editor toolbar, click the Add field tool and digitize the new PLU. Double click to finish the sketch.

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10. Attribute the land units. (33TUTask Guide 6: Attribute the Planning Land Units) 11. Check in the PLU into NPAD. 33TU(Task Guide 7: Check In Land Units into the NPAD Database)U33T

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B. Digitize a New Land Unit Using Autocomplete

This example demonstrates how to create a new land unit completely within the AOI using Autocomplete function to allow the system to create the coincident boundary for you eliminating overlap errors. UAuto Complete Polygon

Note: The Autocomplete function only works when digitizing next to a Locked, Easement or Planned PLU. It Udoes notU snap to Legacy, Draft or Sketch polygons. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. Zoom to the area you want to digitize.

4. If needed edit or create a new AOI. (33TUTask Guide 4: Working with the AOIU33T) 5. On the Toolkit toolbar, click the Toolkit Digitizer tool.

6. On the Select a Layer to Edit dialog, click the drop-down arrow and select Consplan and click OK.

Coincident boundary not digitized… …but still created by edit task

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7. On the Land Unit Editor toolbar, click the Add field tool and inside the boundary of an existing PLU.

8. Continue digitizing the boundary. To set the last vertex, double click UinsideU the Sketch,

Locked, Easement, or Planned PLU to finish the sketch.

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11. Attribute the new field. (33TUTask Guide 6: Attribute the Planning Land Units (PLU)U33T 12. Check in the PLU into NPAD. 33TU(Task Guide 7: Check In Land Units into the NPAD Database)U33T

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C. Copy Land Units from the CLU Layer

Any polygon boundary dataset in the Table of Contents can be used to copy boundaries into the current PLUs for a plan. Most often, copied land units will come from the Common Land Unit layer. In some cases, land units may come from shape files that are derived from a GPS. In either case, the copy and paste functions can be used to transfer land units from one theme of data into the current PLU for a conservation plan. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan) 3. On the Tools toolbar, use the Add Data button and add the CLU data layer that is loaded on your

local computer. Change the symbology and the data drawing order if necessary.

4. Determine if the AOI needs to be edited. 33TU(Task Guide 4: Working with the AOI (Area of Interest)U33T

5. On the Toolkit toolbar, click the Toolkit Digitizer tool.

6. Select the Consplan layer.

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7. Right click on the CLU layer in the table of contents and navigate to Selection to make this theme the only Selectable Layer.

8. On the Land Unit Editor Select the Select Field Tool and Select the Field you want to copy into your plan.

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9. On the Land Unit Editor toolbar, click the Copy Fields button.

10. On the Land Unit Editor toolbar, click the Paste Fields button.

11. Click Editor>Stop Editing.

12. Click Yes to save your Edits.

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The new polygon is saved as a Sketch.

13. Attribute the land unit. (33TUTask Guide 6A Attribute the New Land Unit)

14. Check in the PLU into NPAD. 33TU(Task Guide 7: Check In Land Units into the NPAD Database)U33T

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D. Edit a Land Unit with an Overlap Error Shown in Draft Using the Vertex Editor

If an overlap error exists on a land unit then it is shown as Draft. You are not allowed to plan practices until the overlap error has been corrected. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

PlanU33T) 3. On the Toolkit toolbar, click the Toolkit Digitizer tool button. 4. Select the Consplan layer to edit and click OK.

The Land Unit Editor toolbar is added.

5. In the Table of Contents, turn on the Land Unit Topology layer and turn off all layers except for the Consplan and the ortho-imagery/naip layer.

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6. Draft denotes that the PLU has migrated but has failed overlap rules.

If you want to determine exactly where the overlap errors exist you can add the Topology toolbar and validate the overlap. Identify the Overlap Error 7. On the ArcMap Main menu, click Customize>Toolbars>Topology.

8. On the Topology toolbar, select Land Unit Topology for the layer and click the Validate Topology in

Current Extent button.

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The areas shown in red are overlap errors. Zoom in to determine what errors occurred. UDo notU use the Topology tools to correct the overlap errors. Use Toolkit’s edit tools.

Correct the Overlap Error 9. Click the Vertex Edit tool button on the Land Unit Editor toolbar.

10. Double click on the polygon that needs to be edited.

The tool is set up to Auto-Complete a polygon which snaps the edge of the polygon to the edge of the neighboring polygon.

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11. Move the vertices so that they are inside of the neighboring polygon.

12. Click the Finish Sketch button on the Edit Vertices to complete the sketch.

The overlap error has been corrected.

13. Save your edits by clicking Editor>Save Edits on the Land Unit Editor toolbar.

14. Select Stop Editing from the Editor drop-down menu.

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E. Edit a Land Unit with an Overlap Error Shown in Draft Using the Reshape Editor

Land Units with a Draft geometry status (Exception: If the land unit was linked to contract at the time of migration the land unit can plan and apply practices without correcting the land unit) are not allowed to plan practices until the overlap error has been corrected. The following instructions will show how to correct these errors using the vertex editor. The field on the right side of the screen in the screen shot below is in Draft status because it overlapped the polygon on the left side of the screen that is in a locked status which is an overlap error. The following steps will show the user how to identify the overlap area and fix the overlap error using the reshape tool from the Land Unit Editor toolbar.

1. Check out a plan. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

PlanU33T)

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Identify the Overlap Error 1. On the Toolkit toolbar, click the Toolkit Digitizer tool button. 2. Select the Consplan layer to edit and click OK.

The Land Unit Editor toolbar is added.

3. Add the Topology toolbar by clicking on Customize>Toolbars>Topology on the ArcMap main menu.

4. On the Topology toolbar, select Land Unit Topology layer from the drop-down menu.

5. On the Topology toolbar, click on the Validate Topology in Current Extent button.

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6. Make sure the Land Unit Topology layer is turned on in the Table of Contents. At this scale it is hard to see the overlap area that was identified since it is the same color as the the locked land unit.

This is a zoomed in view on the line that is overlapping to show you that there is a overlap error identified in the Land Unit Topology Layer.

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Correct the Identified Overlap Error 1. On the Land Unit Editor Toolbar, click on the Select Land Unit button.

2. Select the Draft land unit to edit.

3. On the Land Unit Editor Toolbar, click on the Reshape button.

4. Starting inside of the selected Draft land unit left click the mouse and set a vertex; then move to the corner of the land unit and left click again set another vertex; continue digitizing outside of the boundary making sure your new boundary has plenty of overlap into the field you want to have a coincident boundary with.

WARNING: Do not try to follow the existing boundary that slightly overlaps as this could cause small gaps between the two fields.

Finish by double clicking back inside of the select field. The reshaped boundary will automatically snap to a locked, plan or sketch land unit boundary and fix the overlap.

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5. On the Land Unit Editor Toolbar, select Save Edits.


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The corrected draft land unit will now go to a geometry status of Sketch and can be checked into the NPAD database once you have saved the changes and stop editing the land units. If your reshape was successful, when the field is checked in to NPAD it will come back as Planned Status.

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F. Delete a Land Unit

Land Units with a Draft status are not allowed to plan practices until the overlap error has been corrected. The following instructions will show how to correct these errors by deleting the land unit. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

PlanU33T) 3. On the Toolkit toolbar, click the Toolkit Digitizer tool button. 4. Select the Consplan layer to edit and click OK.


5. In the Table of Contents, turn UonU the Land Unit Topology layer and turn UoffU all other layers except

for the Consplan and the ortho-imagery/naip layer.

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Note that Draft status denotes that the land unit has failed overlap rules.

If you want to determine exactly where the overlap errors exist you can add the Topology toolbar and validate the overlap. 6. On the ArcMap Main Menu, click Customize>Toolbars>Topology.

7. On the Topology toolbar, select Land Unit Topology for the layer and click the Validate Topology in

Current Extent button.

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The areas shown in red are overlap errors. Zoom in to determine what errors occurred. UDo notU use the Topology tools to correct the overlap errors. Use Toolkit’s edit tools.

8. Zoom in to an area to begin correcting the error.

9. Click the Select Field button on the Land Unit Editor toolbar and single click on the polygon to be deleted.

10. Select the <Delete> key on your keyboard to delete the land unit. 7. On the Land Unit Editor Toolbar, select Save Edits.


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11. Redo steps 6 and 7 to validate the topology to make sure that the error has been corrected.

12. Create new land unit. a. 33TUTask Guide 5A Digitize a New Land UnitU33T b. 33TUTask Guide 3B Add a Land Units to an Existing PlanU33T

13. Link land unit to tabular attributes. (33TUTask Guide 6B Attribute and Link Land Unit to Tabular)

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G. Split PLUs

Land Units can be split after they are created as long as they are not locked. Any land unit that is split will change to the Sketch status and must be checked back into NPAD. This demonstration shows how to split a PLU. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan) 3. On the Toolkit toolbar, click the Toolkit Digitizer tool button. 4. Select the Consplan layer to edit and click OK.


5. Use the Select Field tool and click on the Field you want to split.

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6. Use the Split Field tool to digitize a line where you want to split the field. Begin at the lower end (South) of the polygon and finish at the top end (North) of the polygon. The attributes on the left side are retained. Think of this as if you were walking the field. Left and right are determined by your direction of travel.

Note: The attributes on the left side of the line are retained. In your case you must have split the polygon starting at the top or north side and finishing at the bottom of south side of the land unit for the right hand polygon to retain the attributes. If you would have started at the bottom of the land unit and stopped at the top of the land unit the left polygon would have retained the attributes.

7. Click OK to “The split features must be attributed.”

8. On the Land Unit Editor drop-down menu, select Stop Editing.

9. Save your Edits by clicking OK.

10. Attribute the split land unit. (33TUTask Guide 6: Attributing the Planning Land Units (PLU)U33T

11. Check the land unit into NPAD. (33TUTask Guide 7: Check In Land Units into NPAD)

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H. Merge PLUs

Land Units can be merged if they are not locked. Any land unit that is merged will change to the Sketch status and must be checked back into NPAD. This demonstration shows hot to merge PLUs. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder) 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. On the Toolkit toolbar, click the Toolkit Digitizer tool button. 4. Select the Consplan layer to edit and click OK.


5. Use the Select tool on the ArcMap tools toolbar and click on the first field. Hold down the <Shift> key on the keyboard and click the second field you want tomerge.

6. On the Landunit Editor toolbar click the Merge Fields tool.

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7. Select the Land Unit to use for attributes. (When selecting one, it will flash on the screen.) Click OK to complete the merge.

8. On the Editor drop-down menu, click Save Edits.

9. On the Editor drop-down menu, select Stop Editing.

10. Check the land units into NPAD. (33TUTask Guide 7: Check In Land Units into NPAD)

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Task Guide 6: Attribute the Planning Land Units (PLU)

A. Attribute the New Land Unit

1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. On the Toolkit toolbar, click the Attribute Tool button and click the land unit(s) you want to attribute. It may take a while for the tool to open and for you to be able to select the layer. Please be patient.

4. In the Attribute Tool dialog: a. Select the Consplan layer. b. The Tract, Land Unit, and Acres are automatically populated if the New Toolkit Layer was

used to copy the land unit from the CLU Layer. c. Select the Land Use (See Appendix for 2013 Land Use and Land Use Modifiers) d. Select the Modifier. (See Appendix for 2013 Land Use and Land Use Modifiers) e. Click OK.

5. Check in land units. (33TUTask Guide 7: Check In Land Units into NPADU33T)

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B. Attribute and Link Land Unit to Tabular

At times, it is easier to delete a land unit and create a new one and then link it to the tabular data. The geometry is replaced without losing the practice. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer FolderU33T) 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

PlanU33T) 3. Delete a land unit. (33TUTask Guide 5F Delete a Land Unit)U33T. 4. Create a land unit. (33TUTask Guide 5A Digitize a New Land UnitU33T or 33TUTask Guide 3B Add Land Units to an

Existing Plan from the Common Land Unit LayerU33T)

5. On the Toolkit toolbar, click the Attribute Tool button and select the land unit.

6. In the Attribute Tool: a. Select the Consplan layer. b. Select the Land Unit from the Map you want to attribute. c. Select the Link to Tabular button. d. Select an Unmapped Land Unit from the Table of Unmapped Land Units. e. Select the Link button. f. Click OK.

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Task Guide 7: Check In Land Units into the NPAD database.

Land Units are required to be checked in to NPAD while in Arc Map if practices are to be planned in Toolkit. This “check in” validates if the land unit meets topology rules. New practices cannot be scheduled until the land unit has been checked in and the land unit is in Plan status. Start here if checking in a land unit in Legacy Status.

A. Check In Land Unit Using Selected Features Option

1. On the Toolkit toolbar, select the Check in Landunits tool. 2. In the Select Fields to Check-In dialog box, choose Use Selected Features. Click on each field you

want to check in (multiple fields may be selected by holding down the <Shift> key and clicking on the next field. Click OK.

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The feature has either changed to a status of a Planned PLU which means you can now add practices.

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B. Check In the Land Unit Using Query By Option

Prior to planning a practice all land unit(s) must be checked into NPAD. By doing this the overlap rules are enforced and the polygons will be checked to determine if they need to be edited.

1. On the Toolkit toolbar, click the Check In button.

2. In the Select Fields to Check-In dialog box, click Use Query By radio button. From the drop-down menu select Tract Number or Land Unit Number. Select the appropriate Tracts or Land Units and click OK.

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The land unit should have changed to the status of a Planned PLU. You can now add practices.

If the land unit changed to a status of a Draft PLU, it has failed overlap and needs edited and checked back in.

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C. Check In Land Unit Using Selected Features Option

Land Units are required to be checked in to NPAD while in ArcMap if practices are to be planned in Toolkit. This “check in” validates if the land unit meets topology rules. New practices cannot be scheduled until the land unit has been checked in and the land unit is in Plan status.

1. On the Toolkit toolbar, click the Attribute button. 2. In the map area, click on a Legacy Land Unit.

3. In the Attribute tool dialog, click Apply and then click OK.

3. On the Toolkit toolbar, select the Check in Landunits tool.

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4. In the Select Fields to Check-In dialog box, choose Use Selected Features. Click on each field you want to check in (multiple fields may be selected by holding down the <Shift> key and clicking on the next field. Click the OK button.

The feature has either changed to a status of a Planned PLU.

5. Begin scheduling practices. (33TUTask Guide 8: PracticesU33T)

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D. Check In the Legacy Land Unit Using Query By Option

Land Units are required to be checked in to NPAD while in Arc Map if practices are to be planned in Toolkit. This “check in” validates if the land unit meets topology rules. New practices cannot be scheduled until the land unit has been checked in and the land unit is in Plan status.

3. On the Toolkit toolbar, click the Attribute tool. 4. In the map area, select a Legacy Land Unit.

5. In the Attribute Tool dialog, click Apply and then click the OK button.

6. On the Toolkit toolbar, click the Check In button.

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7. In the Select Fields to Check-In dialog, click Use Query By radio button. From the drop-down menu select Tract Number or Land Unit Number. Select the appropriate Tracts or Land Units and click the OK button.

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6. The land unit should have changed to the status of a Planned PLU. You can begin scheduling practices. (33TUTask Guide 8: PracticesU33T)

7. If the land unit changed to a status of a Draft PLU, it has failed overlap and needs edited and

checked back in. (33TUTask Guide 5D: Edit a Land Unit with an Overlap Error Shown in Draft Using the Vertex EditorU33T, or 33TUTask Guide 5E: Edit a Land Unit with an Overlap error Shown in Draft Using the Reshape EditorU33T)

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Task Guide 8: Practices

The Practice layer stores geospatial and tabular data for practices selected by a client to address resource concerns. The Practice layer serves as a register of the conservation practices, planned and certified for the unique geographic area defined a planning land unit.

Reference: Practice Business Rules 1. A practice must be associated with at least one planning land unit.

a. If a practice is located entirely outside the perimeter of a client’s PLUs, the planner must link the practice to at least one of the client’s PLUs.

2. A practice associated with a financial assistance contract cannot be archived, deleted, or edited. a. Deleting and editing is done in ProTracts through a contract modification.

3. Practices can only be planned or certified based upon the following PLU geometry status rules.

4. All practices must have a spatial component.

a. Planners have the option to digitize, GPS or copy the shape of the PLU for a planned practice with its standard geometry (point, line or polygon).

5. When a planner plans or certifies a practice, the practice must be digitized in its standard geometry. 6. Recurring Practices allows the same practice code to be scheduled multiple times on the same land

unit. a. Recurring practice are unique records in NPAD that are reportable for performance. b. Recurring practices will have the same attributes as all other practices. c. Recurring practices geometry should be duplicated by the system by the planner scheduling

them on the Practice Schedule tab. 7. A line practice may cross one or more PLUs as shown by C and D in the graphic below.

a. A line practice may begin or extend outside the boundary of a client’s PLU as shown by B and C in the graphic below.

b. Toolkit will intersect the PLUs and create one practice record. The planner will then need to assign one land unit to the practice record.

c. Toolkit will default the calculated planned amount or the planner will manually enter the practice amount associated to each PLU.

8. A point practice may be digitized outside the boundary of a client’s PLU as shown by A in graphic below.

i. The planner must link the practice to one or more PLUs.

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9. Practice digitizing tools will permit planners to digitize in the correct geometry type.

a. The following matrix is used to default to the correct geometry type based upon the practice unit that is used for performance reporting and is the standard unit in the Conservation Practice Standard.

10. A practice geospatial feature may be created by one of these methods: a. Heads-up digitizing on an acceptable base image. b. Importing GPS coordinates collected by a NRCS planner. c. Importing geometry, either GPS or digitized, provided by clients or TSPs. d. Copying and pasting a PLU from a source layer such as CLU.

11. The below ProTracts programs will not be displayed in Toolkit for selection: • EQIP- Environmental Quality Improvement Program • WHIP- Wildlife Habitat Incentives Program • AMA- Agricultural Management Assistance • AWEP- Agricultural Water Enhancement Program • CBWI- Chesapeake Bay Watershed Initiative

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• EQIP GLRI - Great Lakes Restoration Initiative • WHIP GLRI – Great Lakes Restoration Initiative

12. ProTracts will populate the practice’s program column (e.g. changing the CTA-General to another program) when the contract is obligated.

13. If the contract is cancelled or modified, ProTracts will make appropriate updates to the practice program.

a. If the contract is cancelled prior to any payments, the program will be set back to CTA-General. The practice-under-contract indicator is set to ‘no’, unlocking the practice to allow modifications.

b. If payments have been made, the practice program is not reset. It continues to indicate that some program funds were expended for that practice. The practice-under-contract indicator is set to ‘no’.

c. If there is a situation where a subsequent contract is obligated to pay an additional amount on the practice, the program in the latest contract will replace the previous program for the practice.

14. The Toolkit User can change a non-ProTracts program to a different program, as needed. a. The Toolkit user cannot change the program to a Protracts program (except CSP 2008).

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A. Create a Point Practice

The next example demonstrates how to add a new point practice. 1. Check out a plan (33TUTask Guide 1: Check Out Customer Folder)U33T. 2. Open the customer folder and select the plan (33TUTask Guide 2: Open Customer Folder and Select

Plan)U33T. 3. 4. Use the Zoom In tool or the Pan tool to locate the area you want to schedule a practice. 5. If there is not a Point Practice Layer, select the Toolkit toolbar click the New Toolkit Layer button 6. In the New Toolkit Layer dialog, select Practice Point and click OK.

7. If there is already a Practice Point Layer click the Toolkit Digitizer tool. On the drop-down menu select Practices (points) and click OK.

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The Practice Points Editor toolbar is added to your project.

8. On the Practice Points Editor toolbar, click the Add Practice button. Click the location in the land unit where you want to create a practice.

9. On the Practice Points Editor toolbar, click Stop Editing from the Editor drop-down menu.

10. Click Yes to “Do you want to save your edits?”.

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B. Edit an Existing Point Practice

The following example demonstrates how to edit existing point practices that have moved or changed since the plan was written. 11. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 12. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

13. On the Toolkit toolbar, click the Toolkit Digitizer Tool button. 14. In the Select a Layer to Edit dialog, select Practices (points) from the drop-down menu.

The Practice Points Editor toolbar is added to your project.

15. Select the Edit Practice Tool and use the mouse to move the practice to the new location.

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16. On the Practice Points Editor toolbar, click Stop Editing from the Editor drop-down menu.


If the practice is located in a different land unit you will need to update the land unit information using the attribute table which will automatically update the practice schedule.

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C. Create a Line Practice

When practices are not scheduled you will need to create a new single line practice. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan) 3. On the ArcMap Tools toolbar, use the Zoom In tool or the Pan tool to locate the area you

want to schedule a practice. 4. If there is not a Practice Line Layer:

a. Select the Toolkit toolbar click the New Toolkit Layer button. b. In the New Toolkit Layer dialog window select Line and click OK.

5. If there is already a Practice Line Layer, then click the Toolkit Digitizer tool. From the drop-down menu select Practices (lines) and click OK.

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The Practice Lines Editor toolbar is added to your project.

6. On the Practice Lines Editor toolbar, click the Add Practice button.

USingle Line 7. To create a single line you will use the mouse to create the line. Double click when the line is

complete. Go to step 11. UMultipart Line

8. To create a multipart line you will use the mouse to create each line. Double click at the end of each

line, or right mouse click and use finish part, move to the next line and digitize and right mouse click using finish part. When the last line is digitized, select finish sketch.

9. When all lines are completed use the select practice tool and select the Merge Practice button on your tool bar.

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10. In the Merge dialog click either of the features to merge the other feature with and click OK.

11. On the Practice Lines Editor toolbar click Stop Editing from the Editor drop-down menu.


13. Attribute the practice. 33TU(Task Guide 8G: Attribute a Practice)U33T

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D. Edit a Line Practice

When practices are scheduled you can edit line practices from ArcMap. This demonstration shows how to edit a line practice. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. On the ArcMap Tools toolbar, use the Zoom In tool or the Pan tool to locate the area you want to schedule a practice.

4. On the Toolkit toolbar, select the Toolkit Digitizer tool and select the Practice Lines Layer and

click OK.

The Practice Lines Editor toolbar is added to your project.

5. On the Practice Lines Editor toolbar click the Select Practice Line button and click on the line you

want to edit. 6. Use appropriate tool to edit:

a. Split Practice Line b. Merge Practices c. Reshape Line Practice d. Practice Vertex Edit

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7. On the Practice Lines Editor toolbar, click Stop Editing from the Editor drop-down menu.


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E. Create a Polygon Practice

When practices are not scheduled you will need to create a new single polygon practice. This demonstration shows how to create a new polygon practice. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)


4. If there is not a Polygon Practice Layer, select the Toolkit toolbar click the New Toolkit Layer

button. 5. In the New Toolkit Layer dialog window ,select Polygon and click OK.

6. If there is already a Practice Polygon Layer, click the Toolkit Digitizer tool and select the Practice Polygon Layer and click OK.

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The Practice Polygon Editor toolbar is added to your project.

7. On the Practice Polygon Editor toolbar, click the Add Practice button. USingle Polygon 8. To create a single polygon you will use the mouse to create the polygon. (Double click to complete).

UMultipart Polygon

9. On the Practice Polygons Editor toolbar, use the Add Practice tool and digitize the first polygon and then the second.

Page | 83

10. Use the Select Practice Polygons button and select the first polygon. Hold down the shift key and select the second polygon. Both polygons should be selected.

11. On the Practice Polygon Editor toolbar, click the Merge Practices button. 12. In the Merge dialog, click on either of the practice_instance_polygons and click the OK button.

13. On the Practice Polygon Editor toolbar click Stop Editing from the Editor drop-down menu.

Page | 84


15. Attribute the practice. 33TU(Task Guide 8G: Attribute a Practice)U33T

Page | 85

F. Edit a Polygon Practice

This demonstration shows how to edit an existing polygon practice. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)


4. In the Table of Contents turn on the Practice polygon layer. 5. Select the Practice Polygon from the map.

6. Select the Toolkit Digitizer tool and select the Practice (Polygon) layer and click OK.

7. If multiple practices overlap, you must select the practice from the Select Feature list.

Page | 86

The Practice Polygon Editor toolbar is added to your project.

8. On the Practice Polygon Editor toolbar, click the Practice Vertex or Reshape button. 9. Edit the practice shape.

10. When complete select Editor>Save Edits.


Page | 87

G. Attribute a Practice

This demonstration shows how to attribute a polygon practice. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. Create a new practice. (33TUTask Guide 8A: Create a Point PracticeU33T, 33TUTask Guide 8C: Create a Line PracticeU33T, or 33TUTask Guide 8E: Create a Polygon PracticeU33T)

4. On the Toolkit toolbar, click the Attribute Tool button. 5. In the Attribute Tool dialog, select Practices (polygons) from the Select Layer drop-down menu.

6. Select the practice from the map.

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7. If multiple practices overlap, you must select the practice from the Select Feature list. New practices that are not attributed are always displayed as “Undefined”. Select “Undefined” and click OK.

8. In the Attribute tool, enter the practice information. The Tract and Land Unit are defaulted if the CLU Layer was used to create the Land Unit. The Tract and Land Unit can be changed if needed. The practice is automatically calculated but can be edited if needed.

Page | 89

9. Select Priority (if needed) and enter priority information and click OK.

The practice is saved to the Practice Schedule.

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H. Schedule Full Extent Practices from the Practice Schedule

Scheduling full extent practices allows the planner to select land units and schedule the practice and create the practice polygon at the same time. The Schedule Full Extent Practice tool only applies to acre-based practices.

1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan)

3. Select the Practice Schedule tab. 4. Select the Tract and Land Unit(s).

5. Select the Practice Code.

6. Select the Planned Date from the calendar, the Interval in Years, and the End Year. 7. Click the Select Schedule Full Extent Practice button.

Results shown in the Schedule show that Nutrient Management (590) was planned for 2014 and 2015. 8. Click the Save button.

Page | 91

9. To view the practice polygon attributes, open ArcMap and use the Identify tool button located on the Tools toolbar to select practice from map.

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I. Schedule Identified Priorities from the Practice Schedule

Planners have the ability to identify priorities for scheduled practices plus determine a practice specific action, when applicable, determine if Endangered Species Act (ESA) predictability applies and enter practice verification information.

Scheduling full extent practices allows the planner to select land units and schedule the practice and create the practice polygon at the same time. The Schedule Full Extent Practice tool only applies to acre-based practices. Priority species and locations are:

USpecies UPriority Location

Black-footed Ferret Arizona, Colorado, Kansas, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Utah, Wyoming

Bog Turtle Connecticut, Delaware, Maryland, Massachusetts, New Jersey, New York, Pennsylvania

Golden-Winged Warbler Georgia, Kentucky, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Virginia, West Virginia

Gopher Tortoise Alabama (3 counties), Florida, Georgia, Louisiana, Mississippi, South Carolina

Greater Sage Grouse California, Colorado, Idaho, Montana, Nevada, North Dakota, South Dakota, Oregon, Utah, Washington, Wyoming

Lesser Prairie Chicken Colorado, Kansas, New Mexico, Oklahoma, Texas New England Cottontail Connecticut, Maine, Massachusetts, New Hampshire, New

York, Rhode Island Southwestern Willow Flycatcher Arizona, California, Colorado, Nevada, New Mexico, Utah Longleaf Pine Alabama, Florida, Georgia, Louisiana, Mississippi, North

Carolina, South Carolina, Texas, Virginia 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)

2. Open the customer folder and select the plan. (33TUTask Guide 2: Open Customer Folder and Select

Plan) To Create New Full Extent Practice with an Identified Priority: 3. Select the Tract and Land Unit(s).

4. Select the Practice Code.

5. Select the Planned Date from the calendar, the Interval in Years, the End Year and Select Priority

Page | 93

6. In the Select Priorities dialog box select the Identified Priority, if applicable the Action, if the

practice applies to ESA Predictability then select the Add Priority button and click OK.

To add an Identified Priority to an Existing Practice in the Practice Schedule: 7. Select the Practice Schedule tab. The scheduled practices will be listed. 8. On the Schedule located at the bottom of the screen, click on the line that contains the Tract, Land

Unit(s), Practice Code and Priority. Click on the blue square to set the Select Properties.

Page | 94

9. In the Select Priorities dialog box select the Identified Priority, if applicable the Action, if the practice applies to ESA Predictability then select the Add Priority button and click OK.

Note that the Results display a Yes under the Priority column.

Note: If you select a practice that doesn’t have a Priority, you will receive a warning message:

Page | 95

J. National and State Practice Narratives

Planners have the ability to customize national and state narratives. The following steps show how to customize a practice narrative and copy it to other practices. 1. Check out a plan. (33TUTask Guide 1: Check Out Customer Folder)U33T 2. Open the customer folder and select the plan (33TUTask Guide 2: Open Customer Folder and Select

Plan)U33T.

3. Schedule the practices. (33TUTask Guide 8A: Create a Point PracticeU33T, 33TUTask Guide 8C: Create a Line PracticeU33T, 33TUTask Guide 8E: Create a Polygon Practice, Task Guide 8H: Schedule Full Extent Practice from the Practice ScheduleU33T or 33TUTask Guide 8I Schedule Identified Priorities from the Practice ScheduleU33T)

4. The practice defaults to the National Narrative.

5. Open the Practice Narrative Window to change the National Narrative to a State Narrative by

scrolling down to list of narratives to find the state narrative you want to use. You can leave the state narrative or modify the narrative by editing the text box and entering a practice extension. Click OK.

Page | 96

6. To copy the custom narrative to other narratives select the Narrative shown in blue and Select the Copy to Cell Below button.

7. After the narratives are complete. Click Save.

Page | 97

Task Guide 9: Geospatial Web Services

A. National Layers

Web Services are a way of delivering geospatial layers located on a server via the internet to be used in GIS. The services that are available to NRCS Toolkit users are as follows:

Dataset Layer Name Description GIS Server

Boundaries (State, Area, Team, County, Service Center)

government_units/ state_county

This map presents country boundaries, first order (State/Province) internal administrative boundaries for most countries, second order administrative boundaries.

http://geodata.sc.egov.usda.gov/arcgis/rest/services government_units/

world_boundaries_and_places

Common Land Units common_land_units

A Common Land Unit (CLU) is the smallest unit of land that has a permanent, contiguous boundary, a common land cover and land management, a common owner and a common producer in agricultural land associated with USDA farm programs. CLU boundaries are delineated from relatively permanent features such as fence lines, roads, and/or waterways.

http://geodata.sc.egov.usda.gov/arcgis/rest/services

Digital Raster Graphics

topographic_images/ usa_topo_maps

The Digital Raster Graphic (DRG) is a scanned image of a U.S. Geological Survey (USGS) standard series topographic map

http://geodatacache.sc.egov.usda.gov/arcgis/rest/services topographic_images/

world_topo_map

Federal Lands government_units/ federal_lands

The Protected Areas Database of the United States (PAD-US) is a geodatabase that illustrates and describes public land ownership, management and conservation lands nationally, including voluntarily provided privately protected areas.


NRCS Easements

Easement_Centroids Collecting geospatial data is required as part of the easement monitoring and management responsibilities to protect the Federal investment. As a responsible Federal agency, NRCS must be able to identify where the Federal interest is located and ensure easement compliance.

http://geodata.sc.egov.usda.gov/arcgis/rest/services Easement_Centroids

Elevation

elevation/relief U.S. Geological Survey (USGS) shaded relief layer


elevation/contours U.S. Geological Survey (USGS) contour lines

world_shaded_relief This map portrays surface elevation as shaded relief.

Page | 98

Dataset Layer Name Description GIS Server

Hydrologic Units

wbd/hu2 This data set is a complete digital hydrologic unit boundary layer to the Subbasin (8-digit) 4th level for the entire United States.

http://geodatacache.sc.egov.usda.gov/arcgis/rest/services

wbd/hu4 wbd/hu8 wbd/hu12

Imagery

ortho_imagery/naipcir The National Agriculture Imagery Program (NAIP) acquires aerial imagery during the agricultural growing seasons in the continental U.S. This service delivers color infrared (CIR) imagery acquired during NAIP flights.


ortho_imagery/naip The National Agriculture Imagery Program (NAIP) acquires aerial imagery during the agricultural growing seasons in the continental U.S.

National Hydrography Dataset

nhd The NHD is a national framework for assigning reach addresses to water-related entities, such as industrial discharges, drinking water supplies, fish habitat areas, wild and scenic rivers.


wbd The Watershed Boundary Dataset (WBD) provides a uniquely identified and uniform method of subdividing large drainage areas. The data is intended to be used as a tool for water-resource management and planning activities, particularly for site-specific and localized studies requiring a level of detail provided by large-scale map information.

PLSS

PLSS_BLM_2011_SECTIONS

The Public Land Survey System (PLSS) is the surveying method used historically over the largest fraction of the United States to survey and spatially identify land parcels before designation of eventual ownership, particularly for rural, wild or undeveloped land.


PLSS_BLM_2011_TOWNSHIPS

Transportation

transportation/world_transportation

This map presents transportation data, including highways, roads, railroads, and airports for the world.

http://geodatacache.sc.egov.usda.gov/arcgis/rest/services transportation/world_s

treet_map

Tribal or Ceded Lands

government_units/ tribal_lands

American Indian tribal subdivisions are administrative subdivisions of federally recognized American Indian reservations, off-reservation trust lands, or Oklahoma tribal statistical areas (OTSAs), known as areas, chapters, communities, or districts.


Page | 99

Add data from a National Web Service. 1. On the Standard Toolbar, click the Add Data button. 2. Select GIS Servers.

3. Double click Add ArcGIS Server.

Page | 100

4. In the Add ArcGIS Server dialog, leave the selection set to Use GIS Services (default) and click Next.

5. Enter the appropriate server name listed in the table for the Server URL and click the button.

6. Double click on arcgis on geodata.sc.egov.usda.gov.

Page | 101

7. Double click on the data set. For instance, double click on common_land_units to see the data layers included.

8. Double click on the data layer to add it to Toolkit.

Page | 102

B. Add an ESRI Base Map

Add an imagery layer from ArcGIS Online. 1. On the ArcGIS Standard toolbar click the arrow on the Add data button and select Add Basemap.

2. Select Imagery or a different layer and click the button.

Page | 103

Task Guide 10: Plan Approval

Before the plan is official and the practices are reportable the plan approval information must be entered into the conservation plan. The plan has new status codes that are used in Toolkit 7.0.

Status Definition Active All plans are defaulted to Active when the plan is created. Completed TBD Pending Review TBD Deleted TBD Cancelled TBD

1. Check out a plan (33TUTask Guide 1: Check Out Customer Folder)U33T. 2. Open the customer folder and select the plan (33TUTask Guide 2: Open Customer Folder and Select

Plan)U33T. 3. Create the land units. (33TUTask Guide 5: Digitize, Copy and Edit Land UnitsU33T)

4. Schedule the practices. (33TUTask Guide 8: PracticesU33T)

5. In Toolkit click the Plan Approval tab .

6. Enter the Plan Approval Date and the Primary Agency Work on the Plan. Note: Toolkit 7.0 only

allows one agency to be selected per plan. Click Save.

Page | 104

Additional Training Materials Videos each Task Guide are available in USDA Connect (33TUhttps://connections.usda.gov/homepageU33T) . Log in and copy/paste or enter the following link for the URL address:

33TUhttps://connections.usda.gov/wikis/home?lang=en_US#/wiki/W90a5d37e4ed6_47dc_bd1a_572435e371b1/page/WelcomeU33T

ArcGIS 10.x Training Videos

These videos have been written to demonstrate the changes and enhancements in ArcGIS 10.x in cooperation with ESRI and the 33TUNational Geospatial Center of ExcellenceU33T. Each video has the script available as an attachment.

Subject Description Video Name Accessing Data

Explore how to add data to your map document. We’ll explore adding local data, accessing ArcGIS Online web services, and base maps. In this video, we’ll also explore how to update symbology on web services.

USDA-WNA10-AccessingData

Editing Basics Explore how start and manage an edit session, navigate the Editor toolbar, select features, and work with Edit templates.

USDA-DW-EditingBasics

Editing Tables Explore how to add, update and table fields, using the field calculator and calculate geometry.

USDA-DW-EditingTables

Editing Tools and Properties

Explore several editing tool and properties. We’ll introduce editing tools such as create new feature, modify and reshape features, along with several other tools. We’ll also explore working with map topology, such as creating topology and performing topology edits.

USDA-DW-EditingToolsAndProperties

Sketch Properties

Explore common sketch properties such as sticky move, stream tolerance, and snapping.

USDA-DW-SketchProperties

Window Frames

Explore working with the Catalog, Table of Contents (TOC), and Search windows in ArcMap.

USDA-WNA10-WorkingwithWindowFrames

Page | 105

https://connections.usda.gov/homepage

https://connections.usda.gov/wikis/home?lang=en_US%23/wiki/W90a5d37e4ed6_47dc_bd1a_572435e371b1/page/Welcome

https://connections.usda.gov/wikis/home?lang=en_US%23/wiki/W90a5d37e4ed6_47dc_bd1a_572435e371b1/page/Welcome

http://www.nrcs.usda.gov/wps/portal/nrcs/main/national/ngce/

At ArcGIS 10, each of these windows are dockable within the ArcMap interface. Through the TOC, you will learn the different display options for data in the map document. Using the Search window, we will explore the different search options, such a data, maps, or tools.

Working with Geodatabases

Focuses on geodatabase enhancements and how they can make your overall experience with the software easier and more streamlined, such as working with geodatabase types and setting the ArcMap default geodatabase.

USDA-WNA10-WorkingWithGeodatabases

Working with Tables

Explore how to work with attribute tables, how to dock attribute tables, and drag attribute tables separately to view two attribute tables at one time.

USDA-WNA10-WorkingWithTables

ESRI Virtual Campus

The ESRI Virtual Campus training provides a high-quality learning experience using online-interactive exercises, examples, and instructional resources to create a rich learning environment.

UThese courses are available at no costU. The courses teach a variety of topics related to ESRI software, the theory underlying GIS technology, and the application of GIS tools in particular fields. Some Web courses include downloadable trial editions of ESRI software. View the list of courses (33TUhttp://training.esri.com/gateway/index.cfm?fa=aul.premiumCoursesU33T).

For ordering information please go to the 33TUESRI Virtual Campus TrainingU33T web page on the National Employee Development Center course listing located at 33TUhttp://www.nrcs.usda.gov/wps/portal/nrcs/detail/national/nedc/training/gis/?cid=nrcs143_024136U33T

Page | 106

http://training.esri.com/gateway/index.cfm?fa=aul.premiumCourses

http://training.esri.com/gateway/index.cfm?fa=aul.premiumCourses

http://www.nrcs.usda.gov/wps/portal/nrcs/detail/national/nedc/training/gis/?cid=nrcs143_024136

http://www.nrcs.usda.gov/wps/portal/nrcs/detail/national/nedc/training/gis/?cid=nrcs143_024136

Appendix A: Land Use and Land Use Modifier Tables

Background In 2013, the National Planning Procedures Handbook (NPPH) land use designations and land use definitions were revised by NPPH Circular 180-14-1. The circular also introduced the use of land use modifiers. Based upon this guidance, Customer Service Toolkit V7 will use these new land use designations and land use modifiers for all planning purposes. NPPH 2013 Land Use Definitions: Land use: The purpose of human activity on the land; it is usually, but not always, related to land cover (from the NRI glossary). (See the table below for land use definition) An examination of recent (FY2010) National Conservation Planning Database metrics indicates over 95% of all NRCS land use designations are currently associated with five categories: Crop, Pasture, Range, Hay (included in cropland), and Forest

UCrop:U Land used primarily for the production and harvest of annual or perennial field, forage, food, fiber, horticultural, orchards, vineyards and/or energy crops.

UPastureU: Lands compose of introduced or domesticated native forage species that is used primarily for the production of livestock. They receive periodic renovation and/or cultural treatments, such as tillage, fertilization, mowing, weed control, and may be irrigated. They are not in rotation with crops.

URange:U Land on which the historic and/or introduced vegetation is predominantly grasses, grass-like plants, forbs, or shrubs managed as a natural ecosystem. Rangeland may include natural grasslands, savannas, shrublands, tundra, alpine communities, marshes and meadows.

UForestU: Land on which the historic and/or introduced vegetation is predominantly tree cover managed for the production of wood products or non-timber forest products.

UOther Rural Land:U Land that is barren, sandy, rocky or that is impacted by the extraction of natural resources such as minerals, gravel/sand, coal, shale, rock, oil or natural gas.

UAssociated Ag Land:U Land associated with farms and ranches that are not purposefully managed for food, forage or fiber and are typically associated with nearby production and/or conservation lands. This could include incidental areas such as: idle center pivot corners, odd areas, ditches and watercourses, riparian areas, field edges, seasonal and permanent wetlands, and other similar areas.

UFarmsteads:U Land used for facilities and supporting infrastructure where farming, forestry, animal husbandry and ranching activities are often initiated. This may include dwellings, equipment storage plus farm input and output storage and handling facilities. Also includes land dedicated to the facilitation and production of high intensity animal agriculture in a containment facility where daily nutritional requirements are obtained from other lands or feed sources.

UWater:U Geographic area whose dominant characteristic is open water/permanent ice or snow. May include intermingled land, including tidal influenced coastal marsh lands.

UDeveloped Land:U Land occupied by buildings and related facilities used for residences, commercial sites, public highways, airports, and open space associated with towns and cities.

UDesignated Protected Area:U Land or water used for the preservation, protection, and observation of the existing resources, archaeological or historical interpretation, resource interpretation, or for aesthetic value. These areas are officially designated by legislation or other authorities. Examples: legislated natural or scenic areas and rural burial plots.

Page | 107

NPPH 2013 Land Use Modifiers Definitions

Because it is impractical to include all specific land uses in NRCS’ service area, land use designations will be supplemented with “modifiers”. Modifiers provide another level of specificity and in some instances help denote what the land is actually managed for. The proposed modifiers are: 1. Irrigated – applied when an operational system is present and managed to supply water 2. Wildlife – applied when the client is actively managing for wildlife and this management is reflected

in the conservation plan through the application of practices that are beneficial to wildlife 3. Grazed – applied when grazing animals impact how land is managed and influence the conservation

plan

Comparison of NPPH 2006 and Migration to 2013 Land Use and Land Use Modifiers Below is the chart of how 2006 NPPH Land Uses are being migrated to 2013 NPPH Land Uses in NPAD for use in all NRCS applications. The planner can change these land units as needed upon check out of the customer folder.

NPPH Land Use (2006) NPPH Land Use (2013) New Land Use Modifier Crop Crop Forest Forest Grazed Range Range Grazed Grazed Forest Forest Grazed Hay Crop Pasture Pasture Grazed

Mined Other Rural Lands Native / Naturalized Pasture Pasture

Grazed

Natural Area Other Rural Lands Headquarters Farmsteads Recreation Other Rural Lands Urban Developed Land Water Water Watershed Protection Other Rural Land Wildlife Other Rural Lands Wildlife

Page | 108

Appendix B: Toolkit Planning Exercises

This section follows through business processes. Exact steps are shown in each task guide. Not all steps are used following this workflow.

Exercise 1: Create a New Plan from Digitizing and using the FSA CLU Layer

Note: This exercise requires a local copy of the CLU Layer.

Workflow Task Guide

1. Checkout a customer folder. 1

2. Open Customer Folder and Select Existing Plan -This is to zoom you in to where the other plan(s) are located to show the land units and AOI that are already in the customer folder. For this exercise you will need to create the new plan outside the AOI. (Task Guide 2 Steps 1-4, 8-11)

2

3. Turn on local copy of CLU layer and Imagery N/A

4. Select ‘New Toolkit Layer’ button and Create a new Consplan from CLU Layer

(Task Guide 3A Method 2 Steps 1-9 only) a. Select One CLU for Land Unit 1

3A Method 2

5. Select ‘New Toolkit Layer’ button and Add Land Units to an Existing Consplan from the CLU Layer (Task Guide 3B Steps 3-10)

a. Select one CLU for Land Unit 2

3B

6. Enter PLU Attributes: (Task Guide 6A Steps 3 and 4) a. Land Unit 1, Crop, wildlife modifier b. Land Unit 2, Pasture, grazing and wildlife modifiers

6A

7. Edit AOI to allow for adding two more land units that are outside the current AOI and checkout land units from Active PLU. (Task Guide 4A Steps 3-11)

4A

8. Digitize New Land Units 3 (Task Guide 5A Steps 5-9) 5A

9. Digitize New Land Unit 4 Using Auto Complete (Task Guide 5B Steps 5-10) 5B

10. Enter PLU Attributes: (Task Guide 6A Steps 3 and 4) A. Land Unit 3, Crop, Irrigated modifier B. Land Unit 4, Range, Grazing Modifier

6A

11. Check in land units 1 and 2 using the Select by Features 7A

12. Check in Land Units 3 and 4 using Query By Land Unit Number 7B

13. If any land units are in Draft Status correct the errors then correct errors by following on of the listed Task Guides. If all land units are in Plan status go to next step.

5D, 5E or 5F

14. Split Land Unit 1 into Land Units 1 and 5 (Task Guide 5G Steps 3-9) because landlord decides to not apply wildlife to the entire field.

5G

Page | 109

a. Retain attributes on the left side of Land Unit 1 by splitting the field from the south to the north.

15. Attribute New Land Unit 5 (Task Guide 6A Steps 3 and 4) a. Land Unit 5, Crop, No Modifier

6A

16. Check in land units 1 and 5 using Select by Features 7A

17. Merge Land Unit 1 and 5 because owner decides to apply wildlife to entire field.

a. Keep attributes from Land Unit 1, Crop, Wildlife (Task Guide 5H Steps 3-9)

5H

18. Check in land unit 1 using the Query By Option 7B

19. Delete Land Unit 4 (Task Guide 5F Steps 3, 4, 9, 10) 5F

20. Create a New AOI for New Land Unit 4 (Task Guide 4B Steps 3-9) 4B

21. Copy a Land Unit from the CLU Layer (Task Guide 5C Steps 5-12) 5C

22. Select the PLU Attribute Tool and relink the new PLU 4 to Tabular 6B

23. Check in New Land Unit 4 Using Select By Features 7A

24. Create Full Extent Practices From Practice Schedule (Task Guide 8G Steps 3-8)

a. Schedule Conservation Crop Rotation (328), Residue Management (329) on Land Unit 1 and Land Unit 3 for One Year.

b. Schedule Prescribed Grazing (528) on Land Unit 2 and Land Unit 4 for 3 Recurring Years.

8H

25. Create Full Extent Practice from the Practice Schedule and Identify Working Lands for Wildlife Priorities (Task Guide 8H Steps 6-8, 13,14)

a. Schedule Brush Management (314) on Land Unit 2 and Land Unit 4 for 3 Recurring Years

b. Select the Identified Priority c. Unselect the ESA Predictability

8I

26. Create a polygon practice in Arc Map (Task Guide 8E Steps 4-14) a. Digitize a polygon that is half the acres on Land Unit 1

8E

27. Create a point practice in Arc Map (Task Guide 8A Steps 4-9) a. Create one point on Land Unit 2

8A

28. Create line practices in Arc Map a. Create three interior cross fences on Land Unit 4 (Task Guide (Task

Guide 8C Steps 4-6, Multi part Line Steps 8-12) b. Create one Pipeline in Land Unit 3 that extends beyond the PLU

boundary (Task Guide 8C Steps 4-7, 11-12)

8C

29. Attribute Practices in Arc Map a. Select the Polygon Practice Layer and Schedule Upland Wildlife

Habitat (645) and add an Identified Priority on Land Unit 1 b. Select the Point Practice Layer and Schedule (378) Pond on Land

Unit 2

8E

Page | 110

c. Select the Line Practice Layer i. Schedule (382) Fence on Land Unit 4

ii. Schedule (516) Pipeline on Land Unit 3

30. Go to Practice Schedule (Task Guide 8J Steps 4-7) a. Select Land Unit 2 Practice Narrative (528) Prescribed Grazing b. Change the National Narrative to a State Narrative. c. Change the wording in the State Narrative d. Add a practice extension at the end of the state narrative. e. Save and Copy custom narrative to Land Unit 4

8J

31. Run the Plan Wizard and print plan N/A

32. Enter Plan Approval information (Task Guide 10 Steps 5-6) 10

Exercise 2: Create New Land Units in a New Easement Plan Created During Migration

Workflow Task Guide

1. Check out customer folder that contains a new easement plan created during migration in CST V7.0

1

2. Open Customer Folder and Select Plan a. View Consplan to show the Easement Boundary that was inserted

2

3. Digitize land units within the easement boundary using the split tool. 5G

4. Merge land units within the easement boundary. 5H

5. Update the exterior boundary of the easement. a. Show how Toolkit will not allow you to edit the exterior easement

boundary

N/A

6. Attribute land units. 6A

7. Check in land units. 7A

Page | 111

Exercise 3: View Plan and Edit a Polygon Practice in a Renamed Easement Plan

Workflow Task Guide

1. Check out customer folder that contains a new easement plan created during migration in CST V7.0

1

2. Open Customer Folder and Select Plan a. View Consplan to show the Easement Boundary that was

inserted

2

3. View Practices Migrated from NCP N/A

4. Edit a Polygon Practice 8F

Exercise 4: Edit a Migrated Plan Linked to ProTracts

Workflow Task Guide

1. Check out a customer folder that has is an active contract. 1

2. Open customer folder and select plan 2

3. From Arc Map select land units in the Draft and/or Legacy status, edit the PLUs if necessary and check in.

5D, 5E, 5F

4. Select a land unit in Locked status a. Discuss the rules for Locked Land Units

PLU Layer

Definitions

5. Edit a line practice to reflect its actual planned or applied amount 8D

6. Edit a point practice to move it to a new location. 8B

Page | 112

Appendix C: Step by Step Break Down of Exercises

Exercise 1: Create a New Plan from Digitizing and using the FSA CLU Layer*

*Requires a local copy of the CLU Layer

For this Appendix: Open PDF file named: Exercise 1 Create a New Plan

Page | 113

Revision History Notes

Version Author Revision Date Description 1.5 Kristie McKinley/

Patsy Hudson 1/16/14 Add Task Guide 7C and 7C pages 65-69

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