Toolkit 7.1.21...2014/10/04 · What’s new in Toolkit 7.1.21.0 Toolkit 7.1.21.0 is a major release primarily focused on creating Conservation Stewardship Program (CSP) plans in

Toolkit 7.1.21.37 Update 37

User Guide Version 2.3 July 16, 2014

United States Department of Agriculture Natural Resources Conservation Service

Toolkit 7.1

Sponsors:

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

Table of Contents Toolkit 7.1

What’s new in Toolkit 7.1.21.37


Toolkit 7.0 features

Task Guide 1: Create and Check Out Customer Folder

A. Create a New Customer Folder

B. Check Out Customer Folder

Task Guide 2: Open Customer Folder and Select Plan

Task Guide 3: Create or Edit a Plan

A. Create New Plan from CLU Layer

Method 1: Query by Farm or Tract Number to identify features to be included in the plan.

Method 2: Use the Select Features button to identify land units to be included in a plan.

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


Method 2: Use the Select Features button to identify land units to be added to an existing plan.

C. Create New Plan by Digitizing Land Units

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

A. Edit the AOI

B. Create a New AOI

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

A. Digitize a New Land Unit

B. Digitize a New Land Unit Using Autocomplete

C. Copy Land Units from the CLU Layer

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

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

F. Delete a Land Unit and Replace with a New Land Unit

G. Split PLUs

H. Merge PLUs

I. Delete a Land Unit

J. Edit a Shared Boundary

K. Change Land Unit Symbology

L. Identify Customers and Plans Outside of Current Plan using Active and Legacy PLU Layers

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

A. Attribute the New Land Unit

B. Attribute and Link Land Unit to Tabular

Task Guide 7: Check In Land Units into the NPAD Database

A. Check In Land Unit Using the ‘Selected Features’ Option

B. Check In the Land Unit Using the ‘Query By’ Option

Task Guide 8: Practices

A. Create a Point Practice

B. Edit an Existing Point Practice

C. Create a Line Practice

D. Edit a Line Practice

E. Create a Polygon Practice

F. Edit a Polygon Practice

G. Attribute a Practice

H. Schedule Full Extent Practices from the Practice Schedule

I. Schedule Identified Priorities from the Practice Schedule

J. National and State Practice Narratives

K. Copy and Paste Polygon Practices

Task Guide 9: Geospatial Web Services

A. National Layers

B. Add an ESRI Base Map

Task Guide 10: Plan Approval

Task Guide 11: Contract Modifications

Modify a Contract to Enroll Acres in CREP or CRP.

Method 1: Split a Land Unit

Method 2: Create a new polygon inside another polygon.

Method 3: Copy land units from CLU layer.

Task Guide 12: Create and Manage Conservation Stewardship Program Plans

A. Prepare Land Units for the CSP Plan

Add Existing Land Units to the Conservation Plan

Correcting Land Units in Draft Status (Topology Error)

Create New Land Units

Add Land Units from Other Plans

B. Create New CSP Plan

C. Zoom to Tracts for CSP Plan and Create AOI

D. Add Land Units to CSP Plan

E. Remove Land Unit from a CMU

F. Remove Land Unit from CMU to Edit Land Unit Information

G. Schedule Full Extent Practices from Practice Schedule

H. Attribute a Stewardship Activity or Practice

I. Create Map Labels

J. Print a CSP Plan

Task Guide 13: Add-In Tools

A. Zoom to Tract

Task Guide 14: Easement Land Units

A. Update Easement Plan Tract and Land Units in the Practice Schedule

B. Split an Easement into Multiple PLUs

C. Add an Interior Field within an Easement

D. Merge Easement PLUs

Task Guide 15: Interim Customer Folder and Plan Status Codes

Plan Status Rules

A. Plan Status Changes

1. Modify Plan Status to Completed

2. Modify Plan Status to Cancelled

3. Modify Plan Status to Deleted

B. Customer Folder Status Changes

1. Delete a Customer Folder

Additional Training Materials

ArcGIS 10.x Training Videos

ESRI Virtual Campus

Appendix A: Land Use and Land Use Modifier Tables

Background

NPPH 2013 Land Use Modifiers Definitions

Comparison of NPPH 2006 and Migration to 2013 Land Use and Land Use Modifiers

Appendix B: Toolkit Planning Exercises

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

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

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

Exercise 4: Edit a Migrated Plan Linked to ProTracts

Appendix C: Step by Step Break Down of Exercises

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

Revision History Notes

Toolkit 7.1


Toolkit 7.1.21.37 is focused on the ability to manage the status of customer folders and plans. A. Allows planners to delete a customer folder. B. Allows planners to change the status of a plan to deleted, cancelled or completed. C. Cancelling and Completing plans automatically moves land units to the History PLU layer

which will be available in Toolkit in a future release.


Toolkit 7.1.21.0 is a major release primarily focused on creating Conservation Stewardship Program (CSP) plans in Toolkit while also correcting the highest priority bugs. CSP Plans cannot be developed until after the Conservation Measurement Tool (CMT) is released and applications are entered in CMT.

A. Allows planners to create a CSP plan in Toolkit after the application is entered in CMT. B. Practice schedule displays CSP practices/activities from the CMT Tool. C. Land Use and Program acres are displayed and compared to the Land Unit acres in the CSP Plan. D. Land Units can be selected from existing plans or created within the CSP plan as long as they are

Crop, Forest, Range or Pasture land use. E. Conservation Management Unit (CMU) Layer is created that summarizes land uses within the

CSP Plan. F. Practices can be scheduled for the entire CMU, Tract, Land Unit from the practice schedule or

digitized in Arc Map. G. Bug Fixes:

1. Custom symbology is saved for practices and land units. Task Guide 5K: Change Land Unit Symbology has been added to provide directions for how to change a Conservation Plan and CSP Plan land unit symbology.

2. The customer folder name and the plan name were added to the Active and Legacy PLU layers for knowing which folders/plans may need to be checked out. Task Guide 5L: Identifying Customer and Plans using the Active and Legacy PLU Layers, was added to identify which customer folder and plan a land unit is located within for the purpose of cleanup and editing land units.

3. State and county practice narratives show up in narrative choice list. 4. Planned date defaults to today’s date. 5. Land use modifier added to map labels. 6. ProTracts programs are not selectable in the practice schedule. 7. Legacy land units are not included in the customer folder checkout to eliminate clutter

in the AOI and to allow the topology tools to only display topology errors between the consplan and the Active PLU layer. If Legacy Land Units are needed, they can be downloaded by selecting the AOI button from the Toolkit Toolbar and Select Include Legacy Land Units. This will download the Legacy Land Units from the AOI.

8. ESA Predictability is now unchecked when selecting an identified priority. 9. When you save edits on the Editor toolbar, you can continue editing.

Page | i

Toolkit 7.0 features

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

Page | ii

Task Guide 1: Create and Check Out Customer Folder

A. Create a New Customer Folder

If a customer does not exist, you must create a new customer folder. 1. Start Toolkit.

2. On the Toolkit Main menu, click File>New Customer to create a new customer file.

3. The SCIMS login page opens. Login through eAuthentication.

4. Search for SCIMS Client

Task Guide 1A Page | 1

5. Select the customer and create a folder.

6. Name the Customer Folder by entering the Company/Business and Identifier and Selecting OK.

7. Once the folder is created it will be added to your list of customer folders.


B. 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.

Task Guide 1B Page | 1

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. (Task Guide 2: Open Customer Folder and Select Plan)


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. (Task Guide 1B: Check Out Customer Folder ) 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.

Task Guide 2 Page | 1

5. To open the default template, click ToolkitGIS_Template.mxd located in the ArcGIS_Projects folder.

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?”.


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.

12. Proceed to Task Guide 3: Create or Edit a Plan. a. Create New Plan from CLU Layer b. Add Land Units to Existing Plan c. Create New Plan from Digitizing Land Units


Task Guide 3: Create or Edit a Plan

A. Create New Plan from CLU Layer

1. Check out a plan. (Task Guide 1B: Check Out Customer Folder ) 2. Open the customer folder and select the plan. (Task 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 example 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. Under Create Plan, select Create new plan database with a new land unit layer for a new plan. If a plan exists, select Link to existing plan database and select the plan name from the Layer Name drop-down menu. Click OK.


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

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.


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.

8. All land units that are added to the plan will automatically snap to all existing land units in Plan or

Locked status. New land units will also snap to any land units in Sketch status from the plan being edited. This is to prevent overlapping land units that could create a Draft Land Unit. All land units are added to the Table of Contents as a Sketch.

9. Only land units that are not duplicates of any other land units that are in the Geometry Status of

Plan or Locked will be added to the plan. If duplicates are found the “Could not create field” message will be returned.


10. Attribute Land Units. (Task Guide 6A Attribute the New Land Unit)

11. Check in the land unit. 1. Task Guide 7A Check In Land Unit Using Selected Features Option 2. Task Guide 7B Check in Land Unit Using Query By Option

Method 2: Use the Select Features button to identify land units to be included in a plan.

This example shows how to use the Select Features button to identify land units to be included in a plan. 1. On the ArcMap Tools toolbar, click the Select Features button.

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

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

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


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

7. All land units that are added to the plan will automatically snap to all existing land units in Plan or Locked status. New land units will also snap to any land units in Sketch status from the plan

being edited. This is to prevent overlapping land units that could create a Draft Land Unit. All land units are added to the Table of Contents as a Sketch.

8. Only land units that are not duplicates of any other land units that are in the Geometry Status of

Plan or Locked will be added to the plan. If duplicates are found the “Could not create field” message will be returned.

9. Attribute Land Units. (Task Guide 6A Attribute the New Land Unit) 10. Check in the land unit.

a. Task Guide 7A Check In Land Unit Using Selected Features Option b. Task Guide 7B Check in Land Unit Using Query By Option


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


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. Under “Create Plan”, select Link to existing

plan database. Click OK.

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


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.


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.

8. The AOI will be automatically updated and Land Units in the new portion of the AOI will be automatically checked out from NPAD based upon the selected Farm/Tracts.

9. All land units that are added to the plan will automatically snap to all existing land units in Plan or


10. Only land units that are not duplicates of any other land units that are in the Geometry Status of Plan or Locked will be added to the plan. If duplicates are found the “Could not create field”

message will be returned.


11. Attribute the new land units. (Task Guide 6A Attribute the New Land Unit) 12. Check in the land unit.


Method 2: Use the Select Features button to identify land units to be added to an existing plan.

1. Check out the customer folder. (Task Guide 1: Check Out Customer Folder) 2. Open the customer folder and select plan. (Task Guide 2: Open Customer Folder and Select Plan) 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.

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.

Click the OK Button.

8. The AOI will be automatically updated and Land Units in the new portion of the AOI will be checked

out from NPAD based upon the selected CLUs. 9. All land units that are added to the plan will automatically snap to all existing land units in Plan or


10. Only land units that are not duplicates of any other land units that are in the Geometry Status of Plan or Locked will be added to the plan. If duplicates are found the “Could not create field”

message will be returned.


11. Attribute Land Units. (Task Guide 6A Attribute the New Land Unit) 12. Check in the land unit.



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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select plan. (Task Guide 2: Open Customer Folder and Select Plan) 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. (Task Guide 4B: Create a New AOI).

Task Guide 3C Page | 1

8. Add land unit(s). a. Task Guide 5A: Digitize a New Land Unit b. Task Guide 3B: Add Land Units to an Existing Plan from the CLU layer

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

a. Task Guide 7A: Check In Land Unit Using Selected Features Option b. Task Guide 7B: Check in Land Unit Using Query By Option


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.

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 and the Legacy PLU Layer. 3. PLU geometry within the AOI that are outside the plan is 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.


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 database 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 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.


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select plan. (Task Guide 2: Open Customer Folder and Select Plan)

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.

The AOI Editor toolbar has been added to ArcMap.

5. Determine where you need to expand the AOI. 6. 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.


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

8. Save your Edits by clicking Yes.

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

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

10. 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.

11. Digitize a new planning land unit. (Task 5: Digitize, Copy and Edit Overlap on Planning Land Units (PLU)


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select plan. (Task Guide 2: Open Customer Folder and Select Plan)

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?”


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. (Task 5: Digitize, Copy and Edit Overlap on Planning Land Units (PLU)


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 one 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 3 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

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 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 the National Geospatial Center of Excellence

(NGCE) and will be evaluated with regard to PLUs. b. Several states use an accuracy standard for conservation planning of <= 20 feet.


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


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

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 Land 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.

Land Units – Land 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. Consplan 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.

Active PLUs – Active PLUs are assigned the Land Unit Status of 1. These are the land units tied to Active conservation plans that were migrated to the Active PLU layer or were created in Toolkit 7.0.

Symbol Land Unit Status

Definition

Active PLU (1)

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.


Legacy PLUs – Legacy PLUs are assigned the Land Unit Status of 2. These are land units tied to Active conservation plans that were migrated to the Legacy PLU layer because there were no active contracts, easements or new planning associated to the land unit. Planners have the option to check in these land units to continue planning new practices. Land Units cannot be created or moved to the Legacy PLU layer.

Symbol Land Unit Status

Definition

Legacy PLU (2)

Legacy PLUs Layer contains all Legacy land units 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 overlap all Legacy PLUs. Land Unit Geometry Status – 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 (2) 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. Consplan 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.

Active 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.


Land Unit Geometry Status - continued Symbol Layer Geometry

Status Definition

Consplan Active PLU

Locked (8) 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. Consplan 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 or from the Land Unit Attribute Tool.

• PLU is changed to Draft when the contract is no longer active. • 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.

Active 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.

Consplan Active PLU

Plan (2) 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. Consplan Rules: • An easement will be displayed in the Consplan layer with a

Plan status because the interior boundaries are editable. • 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. Active 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.


Land Unit Geometry Status - continued Symbol Layer Geometry

Status Definition

Consplan Legacy

Legacy (5) Legacy land units are in the Legacy PLU Layer and may or may not have errors that need corrected. Consplan Rules: • These land units must be checked in if new practices are to be

planned. The user must open the attribute tool in Toolkit, and click ‘Apply’ to refresh the Legacy land unit’s attributes prior to checking the land units in to ‘Plan’ status.

• 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.

Legacy 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.

Consplan Active PLU

Draft (5) Draft land units are in the Active PLU Layer and may have errors that need corrected if future practices need to be planned. Consplan 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. Active 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 (1) 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. Consplan 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.

• Sketch PLUs remains in Sketch until checked in from ArcMap. Active PLU Rules: • Sketch Land Units are not used for topology checks or

snapping to land units that are created in the Consplan.


AOI 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. AOI 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. Base Layer - The base layer is reference only. It contains all the data checked out from NPAD related to

the customer folder. It should not be used for editing and should be turned off. practice_instance_point practice_instance_polyline practice_instance_polygon land_unit plan_aoi

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.


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task Guide 2: Open Customer Folder and Select

Plan) or create a new plan. (Task 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. (Task Guide 4: Working with the AOI)

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.


8. On the Land Unit Editor toolbar, save your edits by clicking the Editor>Save Edits.

9. Stop Editing by clicking Editor>Stop Editing.

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


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. Auto Complete Polygon

Note: The Autocomplete function only works when digitizing next to a Locked, Easement or Planned PLU. It does not snap to Legacy, Draft or Sketch polygons. 1. Check out a plan. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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. (Task Guide 4: Working with the AOI) 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


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

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

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

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



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


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. NOTE: The directions below are for using the CLU layer. The Legacy Layer can also be used to copy land units from old plans into your current ‘Master or One’ plan. 1. Check out a plan. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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. (Task Guide 4: Working with the AOI (Area of Interest)

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

6. Select the Consplan layer.


7. Right click on the CLU layer in the Table of Contents and click Selection>Make This The Only Selectable Layer.

8. When the CLU is located on or outside the current AOI, edit the AOI so the CLU that is being copied is located completely within the AOI. (Task Guide 4A: Working with the AOI, Edit the AOI)

9. On the Land Unit Editor, Select the Select Field tool and select the field you want to copy into your plan.


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

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

12. Click Editor>Stop Editing.

13. Click Yes to save your Edits.


The new polygon is saved as a Sketch.

14. Attribute the land unit. (Task Guide 6A Attribute the New Land Unit)

15. Check in the PLU into NPAD. (Task Guide 7: Check In Land Units into the NPAD Database)


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

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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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.

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.

Task Guide 5D Page | 1

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.


The areas shown in red are overlap errors. Zoom in to determine what errors occurred. Do not 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.


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.


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 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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task Guide 2: Open Customer Folder and Select

Plan)

Task Guide 5E Page | 1

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.


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.


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.


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.


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


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 with a Planned Status.


F. Delete a Land Unit and Replace with a New 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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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. In the Table of Contents, turn on the Land Unit Topology layer and turn off all other layers except

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

Task Guide 5F Page | 1

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.


The areas shown in red are overlap errors. Zoom in to determine what errors occurred. Do not 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. 11. On the Land Unit Editor toolbar, select Save Edits.



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

14. Create new land unit. a. Task Guide 5A Digitize a New Land Unit b. Task Guide 3B Add a Land Units to an Existing Plan

15. Link land unit to tabular attributes. (Task Guide 6B Attribute and Link Land Unit to Tabular)


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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.

Task Guide 5G Page | 1

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. (Task Guide 6: Attributing the Planning Land Units (PLU)

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


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 how to merge PLUs. 1. Check out a plan. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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 to merge.

Task Guide 5H Page | 1

6. On the Land unit Editor toolbar click the Merge Fields tool.

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. (Task Guide 7: Check In Land Units into NPAD)


I. Delete a Land Unit

Background Toolkit 6 allowed users to delete plans/folders using a ‘Delete Plan/Folder’ button on the customer folder tab. In Toolkit 7, if a user removed a plan/folder using this button, the associated land units were not removed from the NPAD database, even though the plan or folder was deleted. As a result, the ‘Delete Plan/Folder’ button has been deactivated until a future release. Because Toolkit 7 now enforces topology and each field can only be represented once in the new (NPAD) database, users may find an increased need to delete land units out of a consplan to ‘free up’ that space in NPAD so that the land unit may be brought into a new consplan. When a Land Unit is deleted the land unit and all practices remain in NPAD for reporting. If no practices were ever planned or applied on the land unit then the land unit will be deleted from NPAD. All land units and practices will carry a deleted status in NPAD. You are not allowed to delete a land unit and/or practice if there are obligated practices linked to ProTracts.

Task Guide 5I Page | 1

The following steps demonstrate how to fully delete a land unit from NPAD. 1. Identify which instance of the field you want to delete. The following example shows Tract 1357. Fields 8, 9, and 10 that are currently in ‘Draft’ mode (we attempted to check in these land units, but they overlap something in the NPAD database, so they were return as a ‘Draft’ status).


Notice that in the following example that if the ‘Active_PLU’ layer is turned on in the Table of Contents, the land units came back shown in ‘Draft’ status. This is because Fields 8, 9, and 10 are already committed to the NPAD database in ‘Plan’ status in another consplan. They show up with the green hashes and turquoise fill.


To bring fields 8, 9, and 10 into the conservation plan (EQUIP13) remove the land units from the current layer. 2. Use the Identify tool, located on the Tools toolbar, and click on a field in the ‘Active_PLU’ layer.

Notice that the tract number for this instance of the field is also 1357. Search for T1357 on the Toolkit Check In/Out screen to determine which other plan(s) contain this tract.


3. Check out the other folder that contains the T1357 fields. In this case it is the file ending in ‘wa1357’.

4. In Toolkit, check out the conservation plan that contains the version of T1357 fields 8, 9, and 10 you

want to delete. Notice that fields 8, 9, and 10 show up in ‘Plan’ status.

5. On the Toolkit toolbar, click the Toolkit Digitizer tool button. 6. On the Select a Layer to Edit dialog, click the drop-down arrow and select Consplan and click OK.



7. On the Land Unit Editor, select the Select Field tool and select the field you want to delete.

Note that the bottom left hand corner of the ArcMap screen confirms three features have been selected. 8. Press the <Delete> key on your keyboard to delete the fields. Note that land units tied to

easements or locked cannot be deleted. 9. Click Editor>Stop Editing.


10. Click Yes to save your edits.

11. Open the Consplan (EQIP13) where you want to check in the fields 8, 9, and 10.

Note the ‘Active_PLU’ layer is also turned on, and fields 8, 9, and 10 no longer show up in the Active_PLU layer.

12. Check the land units into NPAD. (Task Guide 7B: Check In Land Units Using the Query By Option)


J. Edit a Shared Boundary

The Land Unit Editor toolbar no longer has the “Topology Tools” to Reshape and move Vertices on an Arc, or edge of a polygon shared by the land units on both sides, so that it acts on both polygon land units at the same time.

The Reshape and buttons are used to edit each land unit one at a time. If one land unit is reshaped “away from” an adjacent polygon, gaps will be created between the polygon land units. If the re-shape goes into the adjacent polygon, the reshape will not meet the “Must Not Overlap” topology rule. See examples below:

Task Guide 5J Page | 1

1. On the Toolkit toolbar, click the Toolkit Digitizer tool. 2. On the Select a Layer to Edit dialog, click the drop-down arrow and select Consplan and click OK.


To edit boundary that is simultaneously effective for both land units at once the, now separate, Topology Toolbar must be used. 3. Add the Topology toolbar by going to the ArcMap Main menu and click on

Customize>Toolbars>Topology.

4. On the Topology toolbar, select Land Unit Topology as the layer to edit.


5. On the Topology toolbar, click the Topology Edit Tool button and click on a common boundary between two land units.

6. On the Topology toolbar, use the Modify Edge Tool to edit shared vertices or use the Reshape

Edge Tool to move the line to the desired locations and both polygons will be reshaped simultaneously without any gaps or overlap as shown in the example.




9. Enter or update Land Unit Attributes if needed. (Task Guide 6A) 10. Check In Land Units. (Task Guide 7A)


K. Change Land Unit Symbology

The CSP Plan land units and the Active PLU symbology must be changed by following these exact steps. Do not use the Layer Properties to change the symbology or it will change to “All other values” and show up black. 1. In the Table of Contents, left click on the symbol to bring up the Symbol Selector dialog window.

2. In the Symbol Selector dialog window, change the fill color and the outline color to the desired

color.

Note: It is important to choose a color that is not distracting. The symbology affects how readers interpret your map. For information on how best to symbolize for effective color contrast for people with partial sight and color deficiencies go to http://www.lighthouse.org/accessibility/design/accessible-print-design/effective-color-contrast

3. In the Symbol Selector, click OK.

Task Guide 5K Page | 1

http://www.lighthouse.org/accessibility/design/accessible-print-design/effective-color-contrast

The land unit symbology for the CSP Planned land units are represented by the yellow hashed symbol.


L. Identify Customers and Plans Outside of Current Plan using Active and Legacy PLU Layers

In order to find a customer’s land units that are outside the conservation plan you are currently editing, you must first know which customer folder and plan to check out. This User Guide explains how to use the Active and Legacy PLU Layers to find specific land unit(s) Customer Folders and Plans to check out for maintaining the Active and Legacy PLU layers.

1. On the ArcMap Tools toolbar, click on the Identify tool button. 2. Using the Identify tool, click on one of the Active or Legacy PLU’s to identify the attributes. In the

Identify dialog window the plan_name, customer_folder_path, and customer_folder_state_county codes have been identified, this information can now be used to check out the plan the land unit is in.

Task Guide 5L Page | 1

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

A. Attribute the New Land Unit


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 A for 2013 Land Use and Land Use Modifiers) d. Select the Modifier. (See Appendix A for 2013 Land Use and Land Use Modifiers) e. Click OK.

5. Check in land units. (Task Guide 7: Check In Land Units into NPAD)


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task Guide 2: Open Customer Folder and Select

Plan) 3. Delete a land unit. (Task Guide 5F: Delete a Land Unit). 4. Create a land unit. (Task Guide 5A: Digitize a New Land Unit or Task Guide 3B: Add Land Units to an

Existing Plan from the Common Land Unit Layer)

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.


Task Guide 7: Check In Land Units into the NPAD Database

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. A. Check In Land Unit Using the ‘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.

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


B. Check In the Land Unit Using the ‘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.


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 may have failed overlap and needs edited. (Task Guide 5D: Edit a Land Unit with an Overlap Error Shown in Draft Using the Vertex Editor, or Task Guide 5E: Edit a Land Unit with an Overlap error Shown in Draft Using the Reshape Editor)


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.


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.

Point Geometry Line Geometry Polygon Geometry Number Mile Acre Animal Unit Feet Square Feet Cubic Feet Linear Feet/Year Acre Feet

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: a. EQIP- Environmental Quality Improvement Program b. WHIP- Wildlife Habitat Incentives Program c. AMA- Agricultural Management Assistance d. AWEP- Agricultural Water Enhancement Program e. CBWI- Chesapeake Bay Watershed Initiative f. EQIP GLRI - Great Lakes Restoration Initiative


g. 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).


A. Create a Point Practice

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

Plan) 3. 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 Point Practice Layer, select the Toolkit toolbar click the New Toolkit Layer

button. 5. In the New Toolkit Layer dialog, select Practice Point and click OK.

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


The Practice Points Editor toolbar is added.

7. 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.

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

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

10. Attribute the practice. (Task Guide 8G: Attribute a Practice)


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

Plan)

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

4. In the Select a Layer to Edit dialog, select Practices (points) from the drop-down menu.

The Practice Points Editor toolbar is added.

5. Select the Edit Practice Tool and use the mouse to move the practice to the new location. If multiple points need to be selected, hold down the <Shift> key and select the points.


6. 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.


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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.


The Practice Lines Editor toolbar is added to your project.

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

Single 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. Multipart 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 Line tool on the Practice Lines Editor toolbar and select the lines. Click the Merge Practice button.


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.




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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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


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



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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task 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, 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.


The Practice Polygon Editor toolbar is added to your project.

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

Multipart Polygon

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


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.





F. Edit a Polygon Practice

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


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.



G. Attribute a Practice

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

Plan)

3. Create a new practice. (Task Guide 8A: Create a Point Practice, Task Guide 8C: Create a Line Practice, or Task Guide 8E: Create a Polygon Practice)

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.


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.


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

The practice is saved to the Practice Schedule.


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.


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.


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.


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:

Species Priority 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. (Task Guide 1B: Check Out Customer Folder)

2. Open the customer folder and select the plan. (Task 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.


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.


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:


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. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan (Task Guide 2: Open Customer Folder and Select

Plan).

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

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.


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.


K. Copy and Paste Polygon Practices

Polygon practices can be copied and pasted to an existing feature from within the practice polygon feature class to make a duplicate feature on top of the original feature. 1. Check out a plan. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the plan. (Task Guide 2: Open Customer Folder and Select

Plan)

3. On the Toolkit toolbar click the Toolkit Digitizer Tool .

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

5. The Practice Polygons Editor toolbar is added.

6. On the Practice Polygon Editor toolbar, click the Select Practice Polygons button.

7. In the map area, select a previously digitized polygon feature.


8. In the Table of Contents, click on the Practices (polygons) layer. The Copy tool in the Practice Polygons Editor toolbar is activated.

9. On the Practice Polygons Editor toolbar, click the Copy Practice button.

10. On the Practice Polygons Editor toolbar, click the Paste Practice button.

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


13. If needed change the attributes. (Task Guide 8G: Attribute a Practice)


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.


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.



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.


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.


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.


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.


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. New practice codes are being implemented. 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


Plan) 3. Create the land units. (Task Guide 5: Digitize, Copy and Edit Land Units)

4. Schedule the practices. (Task Guide 8: Practices)

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.


Task Guide 11: Contract Modifications

When a modification is started in ProTracts, the Toolkit folders linked to the contract are checked out, locking the folder to ProTracts and preventing Toolkit from checking out the folder and making changes that could collide with changes being made in ProTracts. This follows the Toolkit check out rules where the data in a folder (plans, land units, practices) can only be edited when the folder is checked out. If the Toolkit folders are already checked out in Toolkit, the ProTracts contract mod cannot be started until those folders are checked back in. This insures that the data ProTracts is using for the mod is current and will not be overwritten by other changes made in Toolkit.

There are also rules in Toolkit that prevent certain data linked to a ProTracts contract from being changed. When the ProTracts contract is signed and obligated, when it becomes a contract, “under contract” flags are set in TK. This includes setting the practice under contract flag and land unit Locked status. When a land unit or practice linked to a contract is set as under contract, all fields except the applied data are read only. Land unit shapes cannot be edited or changed. Any planning data (planned date, amount, practice code, tract number, land unit number, acres, etc.) are read only. Only the practice applied data, amount and date, and the land unit shape can be changed on an under contract practice. This prevents a practice from being added to a ProTracts contract, then having the planned amount or planned year changed in Toolkit. If the planning data needs to be changed, that is done through a ProTracts mod and when the mod is approved, the changes are updated in Toolkit when the folder is checked back in.

When land units are locked, this prevents land under contract from being changed. One example would be land needs to be split and removed from the contract so it can be changed to a different program.

ProTracts will now allow the folders to be unlocked while a contract is in a modification, “unlocking” the land units and setting the land units to a “Draft” status and allowing the folders to be checked out and edited in Toolkit. Before the ProTracts modification could be completed, the folders would have to be checked back in from Toolkit and locked again to ProTracts. At this point any changes made in Toolkit would be synced up with ProTracts and any problems would have to be corrected before the mod could be approved.

During a Contract Modification only the land unit geometry or land unit attributes can be edited for the contract modification. Only the land units that are involved in the contract modification need to be edited and checked back in. All other land units in the contract that are set to “Draft” do not need to be checked in. All land units in the contract will change to a “Locked” status after the folder is locked in ProTracts. Planned practice amounts and dates must be updated from ProTracts. Practice layers are not locked in Arc Map and can be modified at any time.

Modify a Contract to Enroll Acres in CREP or CRP.

This example shows how to remove land from a contract for the purpose of enrolling acres in CREP or CRP. 1. In Protracts, create a modification and unlock the folder. 2. In Toolkit, check out a Customer Folder in Toolkit. (Task Guide 1B: Check Out Customer Folder )


3. Open the customer folder and select the plan. (Task Guide 2: Open Customer Folder and Select Plan)

Method 1: Split a Land Unit

It is very important to split the polygon properly to maintain the correct land unit tract and field numbers with the current ProTracts contract. In this case we want the larger field to maintain the practices and contract items that are associated with the EQIP contract so it must be on the left side of the line being used to split the polygon. 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 to ArcMap.

3. Use the Select Field tool and click on the Field you want to split. 4. 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 left side will maintain the attribute. Think of this as if you were walking the field. Left and right are determined by your direction of travel.

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


6. On the Land Unit Editor drop-down menu, select Stop Editing. 7. Save your Edits by clicking OK.

8. On the Toolkit toolbar, click the Attribute Tool button and select the land unit. (Task Guide 6:

Attributing the Planning Land Units (PLU))

a. Select the Land Unit from the Map that is being removed from ProTracts b. Click OK. Enter the Tract, Land Unit, and Acres. c. Select the Land Use. d. Select the Modifier. e. Click OK.

9. Check land unit into NPAD. (Task Guide 7: Check In Land Units into NPAD)


Method 2: Create a new polygon inside another polygon.

This example show the process for a digitizing a land unit that is entirely inside the original land unit that is associated to a ProTracts contract. Currently, Toolkit does not recognize the left and right side of a line if it is digitized entirely inside another land unit. The exterior polygon will always maintain the attributes of the original land unit before it was split by the interior land unit. 1. Digitizing an interior polygon that retains the attributes for the original field that is linked to

ProTracts. Use the Add field tool, located on the Toolkit Land Unit Editor toolbar, to add the interior polygon.


2. On the ArcMap Tools toolbar, click the Select Features button and click on the exterior boundary.

3. On the keyboard use the <Delete> key to delete the polygon.

Note: We are deleting the exterior boundary because it currently is associated with the ProTracts contract and we need the interior polygon to be associated with the ProTracts contract. When the interior land unit was digitized, the exterior land unit retained the attributes that were associated with the existing ProTracts contract. In order to link the interior land unit, we just created, to the existing ProTracts contract the exterior land unit had to be deleted, this creates an unmapped land unit that is associated with a ProTracts contract.


4. Since we still need the exterior land unit but do not want it associated to the ProTracts contract then it has to be digitized in again. Digitizing the exterior polygon using the Add field tool in the Toolkit Land unit editor tool bar to add the exterior polygon.

5. On the Toolkit toolbar, click the Attribute Tool button and select the land unit. (Task Guide 6:

Attributing the Planning Land Units (PLU)) 6. In the Attribute Tool:

a. Select the Consplan layer. b. Select the Land Unit from the Map to be linked to ProTracts 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.


7. In the Attribute Tool: a. Select the Land Unit from the Map that is being removed from ProTracts b. Click OK. Enter the Tract, Land Unit, and Acres. c. Select the Land Use. d. Select the Modifier. e. Click OK.

8. Check in land units. (Task Guide 7: Check In Land Units into NPAD)

Method 3: Copy land units from CLU layer.

This example shows the process for copying common land units to create a new land unit and replace a land unit that is associated to a ProTracts contract. In this example, FSA has determined a buffer area for a CRP contract. The CLU layer has been updated and added to the project for NRCS use in planning. The land unit is enrolled in a ProTracts contract.

1. On the Toolkit toolbar, click the Toolkit Digitizer tool. 2. Select the Consplan layer. 3. To delete the old contract boundary select the polygon and use the <Delete> key on the keyboard to

delete the existing boundary. 4. Save your edits by clicking the Editor>Save Edits. 5. To add the updated CLU land units manually, use the Select Features tool located on the ArcMap

Tools toolbar to select the land units that have been updated for the CRP contract you want to copy from the CLU.


6. Select the Consplan layer. 7. On the Toolkit toolbar, click the New Toolkit Layer tool. 8. Select the CLU layer as the source layer. Under Source Layer Options, select Use Selected Features

click OK.

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. 10. Stop Editing by clicking Editor>Stop Editing. 11. On the Toolkit toolbar, click the Attribute Tool button. (Task Guide 6A: Attribute the New Land

Unit)

12. On the map, select the interior polygon that we want to associate to the contracted practices in ProTracts.

13. Click the Link to tabular button. Select the Unmapped land unit in this case it is T 7101, Land Unit 1. 14. Click on the Link button and then the Apply button. Click Close on the Unmapped Land Units

portion of the screen.

Note the new acres for this field have been reduced to 82.2 acres and will need to be changed in ProTracts for full field practices that have not been applied in ProTracts.


15. On the Toolkit toolbar, click the Attribute Tool button, select the outside polygon and attribute it in this case with field 3, and then click OK.

16. Check the two land units in that are shown as a Sketch. (Task Guide 7: Check In Land Units into the

NPAD Database)


17. Add full extent practices to the newly added CRP field 3 as shown in Task Guide 8H: Schedule Full Extent Practices from the Practice Schedule.

In the following example, Land Unit 1 and 3 of Tract 7101 are turned on in the practice schedule. Land Unit 1 represents the original land unit that is associated to a ProTracts contract. If have made edits to a land unit associated to a ProTracts contract make sure it is still in the practice schedule before you check it in.

18. Check in the Customer Folder to NPAD by clicking on the button so the modification can be

approved.


Note: If a land unit that is associated to a contract has been deleted and not re-linked to a new land unit you will get the following error message. The land unit will have to be digitized in and linked to the unmapped land unit.

19. In ProTracts, lock the folder and edit planned practices.

20. Submit Contract Modification for Approval in ProTracts.

21. Approve Modification in ProTracts. Note that the Land Units are relocked and are linked to the contract.


Task Guide 12: Create and Manage Conservation Stewardship Program Plans

NRCS uses a Conservation Measurement Tool (CMT) to evaluate Conservation Stewardship Program applications through a point-based system to estimate environmental benefits. The CMT evaluates existing and proposed additional conservation activities to calculate conservation performance levels that are used for eligibility, ranking, and payments. The tool uses resource inventory questions to evaluate the existing activities and a pre-defined list of conservation activities to evaluate conservation improvement by land use.

A contract number is generated when the application is created in ProTracts. A subset of information entered in the CMT is submitted to ProTracts for ranking once eligibility conditions are satisfied. Applications tentatively selected for funding are set to preapproved status until field verification is completed. Once applications are approved for funding, the planner develops a Conservation Stewardship Plan that contains only the new conservation practices and activities contracted. For CMT purposes, land use acres and activities and practices have been entered that will be used for creating the CSP Plan.

To write a Conservation Stewardship Plan the planner must check out or create a customer folder. To create the plan, the CSP application number must be entered and verified that no other plan has been written for this application. Once the application number is found in and verified there is no other plan for the application a new CSP Plan is created. If the CSP application number is not found or there is already a plan an error message is displayed.

To add land to the CSP Plan PLUs must be selected from other plans. In the Active PLU layer, the system will create a Common Management Units (CMUs) for each land use within the plan. The CMUs will be made up of one or more PLUs. The planner will assign activities and practices to the CMUs. Before the plan approval date can be saved, NPAD will check against a web service provided by CMT to make sure all practices/activities identified in the application have been assigned to at least one CMU.

Business Rules:

1. Application must be in CMT to create CSP Plan and add land units to CSP Plan. 2. Land Units must be selected from existing conservation plans. 3. All land units must be in Planned or Locked Status. 4. All land units must have the land use of pasture, range, crop or forest. 5. Only one CSP Plan can be created per contract. 6. Multiple CSP Plans on different contracts can be created for the same customer folder. 7. Practices/activities must be entered in CMT before practices can be planned in Toolkit. 8. All practices/activities must be created using existing Toolkit practice tools. 9. All practices/activities in CMT must be planned in Toolkit before the Plan Approval Date can be

entered and Stewardship Plan progress can be counted for performance measures. 10. Practices are displayed in the conservation plan and practice schedule by CMU and not by Tract

and Land Units. 11. Once a land unit is part of a CSP Plan the land unit polygon and attributes are not editable from

the conservation plan. 12. To edit the land units they must be removed from the Conservation Management Unit from the

CSP Plan. Only land units that are “Planned” can be edited. 13. If the land units are “Locked” a contract modification must be completed. 14. When a CSP plan is “Completed” or “Cancelled” the land units are editable.


Workflow Process for Creating New CSP Plan 1. Create new CSP application in ProTracts 2. Enter application ranking information in CMT 3. Upload CMT information to ProTracts 4. Create New Customer Folder in Toolkit (Task Guide 1A: Create a New Customer Folder) or

Check Out Existing Customer Folder in Toolkit (Task Guide 1B: Check Out Customer Folder) 5. Open Customer Folder (Task Guide 2: Open Customer Folder) 6. Create New CSP Plan (Task Guide 12B: Create New CSP Plan) 7. Zoom to Tracts for the CSP Plan (optional step used if CLU layer is used to zoom to tracts) (Task

Guide 13A: Zoom to Tract) 8. Create one or more AOIs around all Tracts (Task Guide 4: Working with the AOI (Area of

Interest) 9. Refresh AOI 10. Turn on Active PLU Layer 11. Select CSP Button 12. Select Land Units from the AOI that are in the Active PLU Layer in Locked or Plan status 13. CMU Layer is created which creates a CMU made up of all land units for each land use. 14. Schedule CMU Full Extent Practices from Practice Schedule (Task Guide 12G: Schedule Full

Extent Practices from Practice Schedule) 15. Digitize Practices 16. Create Plan Labels (Task Guide 12I: Create Map Labels) 17. Create/Print Plan Map (Task Guide 12J: Print a CSP Plan) 18. Enter Plan Approval Date (Task Guide 10: Plan Approval) 19. Save and Run Plan Wizard (Toolkit Help – Toolkit SP-4 with ArcGIS 9.2) 20. Check In Folder/Plans 21. Approve CSP Contract in ProTracts

Workflow Process for Editing Land in a CSP Plan

1. Modify CSP Contract to Remove/Add Land or Change Land use 2. Modify CMT 3. Upload CMT to ProTracts 4. Check out Folder/CSP Plan in Toolkit 5. Open CSP Plan 6. Select CSP Button 7. Remove Land Units from CMU 8. Check Out Folder/Conservation Plan in Toolkit 9. Open Conservation Plan in Arc Map 10. Edit Land Unit Units polygon or attributes 11. Check In Land Units, Save Changes and Close Conservation Plan 12. Open CSP Plan 13. Select CSP Button 14. Add Land Units that were edited in Conservation Plan to CMU 15. Update planned practices 22. Create/Print Plan Map 23. Enter Plan Approval Date 24. Save and Run Plan Wizard 25. Check In Folder/Plans 26. Approve CSP Modification in ProTracts


A. Prepare Land Units for the CSP Plan

Prior to preparing land units for the CSP plan, a new CSP application must be entered into ProTracts, the application ranking information entered in CMT and uploaded to Protracts. This guide demonstrates how to prepare land units for a CSP Plan. All land units must be in an existing conservation plan, have the geometry status of either Planned or Locked and have a land use of Pasture, Range, Forest or Crop

Add Existing Land Units to the Conservation Plan


Plan) 3. Start editing the AOI layer. (Task Guide 4B: Working with the AOI, Edit the AOI) 4. Use the Zoom to Tract tool to find land units by tract in the CLU Layer. (Task Guide 13A: Zoom to

Tract)

or If you are not using the CLU layer go to Step 6.


The following example shows where all Tracts are located that will be included in the CSP Plan.

5. In the Table of Contents, turn off all layers except the CLU layer and the AOI layer.


6. Create an AOI around each new Tract or where each new tract will be created. (Task Guide 4B: Create a New AOI)

7. On the Toolkit toolbar, click the AOI button to refresh the AOI boundaries. Include the Legacy Land Units in the checkout and click the OK button.

8. In the Table of Contents, turn on the Active PLU layer and the Legacy PLU layer to verify if new land units need to be created. If necessary, move the CLU layer in the Table of Contents.

NOTE: If land units need to be added from outside the county/state,

they first need to be added to the customer folder/conservation plan in the county that creates the CSP plan. Future functionality will allow multiple plans to be created from land units outside of the customer folder they were created in.


9. On the ArcMap Tools toolbar, use the Select Features button and click on the additional land units to be added to the Consplan. Example: In Tract 9082, four of the fields are in the Consplan and are in Plan status. No cleanup is needed on them. The rest of the CLUs in Tract 9082 are not in a plan and need to be added.


10. On the Toolkit toolbar, click the New Toolkit Layer button. 11. In the New Toolkit Layer dialog, under “Digitized Land Units” select Planned Land Units. Under

Create Plan, select Link to existing plan database and select the plan name from the Layer Name drop-down menu. Click OK.

12. In the Toolkit Information dialog, answer Yes to “Use features from a source layer?”.


The additional land units for tract 9082 have been added to the plan.

13. Attribute the land units. (Task Guide 6A: Attribute the New Land Unit) 14. Check the land units in to the NPAD Database. (Task Guide 7: Check In Land Units into the NPAD

Database)


Correcting Land Units in Draft Status (Topology Error)

1. If any land unit is in Draft status, there is a topology error and must to be corrected. (Task Guide5D: Edit a Land Unit with an Overlap Error Shown in Draft Using the Vertex Edit Tool or Task Guide 5E: Edit a Land Unit with an Overlap Error Shown in Draft Using the Reshape Editor)

2. Attribute land units. (Task Guide 6A: Attribute the New Land Unit)

3. Check the land units in to the NPAD Database. (Task Guide 7: Check In Land Units into the NPAD Database)


Create New Land Units

If a land unit does not exist, it must be digitized. (Task Guide 5A: Digitize a new Land Unit or Task Guide 5B: Digitize a New Land Unit Using Autocomplete) 1. Use the Zoom to Tract tool and zoom to the tract nearest the location of where you need to digitize

a new land unit.

This example shows a rangeland area that does not exist in the CLU layer.

2. Auto complete to snap the new rangeland field boundary to the existing cropland field boundary


3. When finished, the new rangeland field boundary will snap to the existing cropland field boundary

4. Attribute land units. (Task Guide 6A: Attribute the New Land Unit) 5. Check the land units in to the NPAD Database. (Task Guide 7: Check In Land Units into the NPAD

Database)

Add Land Units from Other Plans

Occasionally, a land unit that is included in the application will be located in another county or neighboring state. It is necessary to include it in the conservation plan. 1. Use the Zoom to Tracts tool (or other search methods) to search for a tract outside of the Consplan. This example shows a land unit that exists in another conservation plan and is in Plan status.


2. Use the Identify tool, located on the ArcMap Tools toolbar, to select the land unit to determine if it has a land use of Crop, Pasture, Range or Forest.

3. If the land unit status is Planned or Locked and the land use is Crop, Pasture, Range or Forest, the

customer folder/plan does not need to be checked out and edited.

4. If the land unit is not Planned or Locked and have the land use of Crop, Pasture, Range or Forest, you need to contact the county/state that has permissions to clean up the plan to request write permissions to prepare the land unit so it can be used in the CSP plan. Once you get permissions edit and attribute the land unit. The following example shows land unit that is in a different plan and is in a Draft status. The customer folder that contains this land unit will have to be determined and checked out in order to fix the Draft land unit so it can be used in a CSP plan.


a. Located on the ArcMap Tools toolbar, using the Identify tool and click on the Draft land unit it is determined what customer folder it is in (\blunk_rod---341334_CSP) and if it is in a Consplan. It then needs to be checked out to fix the Draft land unit.

b. Check out the customer folder. (Task Guide 1B: Check Out Customer Folder)

c. Open the customer folder and select Consplan. (Task Guide 2: Open Customer Folder and Select Plan)


d. On the Toolkit toolbar, use the Land Unit Editor tool and edit as necessary. The following example shows the reshape of the Draft land unit edge that overlaps so that it snaps to the Plan status land unit.

e. Edit the attributes if necessary. (Task Guide 6: Attributing the Planning Land Units (PLU))

f. Check the land unit into NPAD. (Task Guide 7: Check In Land Units into NPAD)

g. Verify that the land units are in Plan status.

h. Check in the customer folder into NPAD. i. Open the customer folder that CSP Plan will be written in.

j. Click the AOI button to refresh.


In the following example, note that we can now see that the Draft land unit we fixed in the \blunk_rod---341334_CSP shows up as being in Plan status. It is ready to be included in the CSP Plan.

k. When all of the land units have a Planned status they are ready to be used in a CSP plan.


B. Create New CSP Plan

CSP Plans are created by selecting the Plan Type of “CSP” and entering CSP contract number. Only one CSP plan is allowed to be created per customer folder and only one CSP Plan can be created for each CSP Contract Number. 1. Create a new or check out customer folder. (Task Guide 1: Create and Check out Customer Folder) 2. Open the customer folder and select Consplan. (Task Guide 2: Open Customer Folder and Select

Plan) 3. Create a CSP_Plan layer by clicking the New Toolkit Layer tool on the Toolkit toolbar. 4. In the New Toolkit Layer Window dialog:

a. Under “Digitized Land Units” select Planned Land Units. b. In the “Create Plan Section”, choose the Create new plan. c. From the Plan Type drop-down menu select CSP and enter the Contract Number. d. Click in the Layer Name textbox defaults to CSP_Plan. It is recommended to type in the

Contract Number for the name of the CSP Plan. e. Click the OK Button.

The contract number is looked up in the CMT application is validated.


Possible Error Message: If the CSP application number is not found an error message will be displayed. Click OK, check the contract number and go back to Step 4.

Possible Error Message: If there is already a CSP plan for the contract number you will receive the following Toolkit Error Message. You cannot create a second plan for the same CSP contract. Check out the customer folder and open the existing CSP Plan.

5. The AOI Editor toolbar is added. Leave AOI Editor Turned on while completing step 6. 6. If you are using the CLU to find Tracts go to Zoom to Tracts for CSP Plan. (Task Guide 13: Zoom to

Tract) 7. If you are not using the CLU Layer to find tracts go to Create AOI (Task Guide 4B: Create New AOI)


C. Zoom to Tracts for CSP Plan and Create AOI

This is an option step that can be used if the CLU layer is used to find tracts for the CSP Plan. The zoom to tracts tool allow users to select many tracts to zoom to from the common land unit (CLU) layer. The common land unit layer for the county that contains the tracts of land that will be zoomed to is required to be in the table of contents in ArcMap. 1. Confirm AOI Editor is in edit mode.

2. In ArcMap click on the Zoom to Tract tool button.

3. Select the CLU layer from the drop-down menu and click on the tracts that you want to zoom to.

Hold the <Ctrl> key while left clicking on the Tract numbers to select multiple tracts.

4. Click OK.


The tracts are selected and zoomed to and show up as selected in the map area.

5. Create an AOI around each of the selected Tracts for your CSP Plan. (Task Guide 4B: Create a New AOI).

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

7. Save your Edits by clicking Yes.


8. On the Toolkit toolbar, click the AOI button to check out land units from existing plans. Only land units in the Active PLU layer can be added to your CSP Plan. Do not select Legacy Land Units to check out.

The following example displays the results of all tracts that will be added to the CSP plan.


D. Add Land Units to CSP Plan

Land Units for a CSP plan are selected from the existing Consplan. 1. On the Toolkit toolbar, click the CSP button.

The CSP Protracts Land Use Check dialog opens.

Explanation of CSP Protracts Land Use Check

Land use CSP Land Use list of Crop, Forest, Range or Pasture. Selected Acres Acres from polygons selected in the map area. Calculated Acres Running total for each land use that has been added. Program Acres Land Use acres from the CMT Acreage Difference Calculated Acres – Program Acres Total Acres Sum of all Calculated acres for all Land Uses


2. Select land units you want to add to the CSP Plan that are in the AOI.

3. In the CSP Protracts Land Use Check dialog, click the Add button. The land use is verified. Repeat

Steps 2 and 3 for each AOI and land units you want to add to the plan.

Possible Error Message: Land Units must in the Plan or Locked geometry status and must have the land use of Crop, Range, Pasture or Forest to add them to the CSP Plan. If you selected one or more land units that are not valid for the CSP Plan you will receive the following message and the land units will not be added to the plan.


4. If you get this error message, you must edit the land units in the existing conservation plan(s). (Task Guide 12A: Prepare Land Units for CSP Plan)

5. A CMUs data layer has been added to the Table of contents in the Digitize View. The symbology can

be changed as needed.

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

button on the Toolkit toolbar.


7. Create Point Practices. (Task Guide 8A: Create a Point Practice) 8. Create Line Practices. (Task Guide 8C: Create a Line Practice)

9. Create Polygon Practices. (Task Guide 8E: Create a Polygon Practice)

10. Attribute activities or practices (Task Guide 12H: Attribute a Steward or Practice)

11. Create Full Extent Practices. (Task Guide 12G: Schedule Full Extent Practices from Practice

Schedule)


E. Remove Land Unit from a CMU

Once you add land units to a CSP plan, the land unit is linked to the CMU and the land unit is no longer editable from the conservation plan unless you remove the land unit from the CMU. If there are practices planned on a CMU or the land unit that is removed, the practice schedule and practice layers will need to be manually updated to reflect the changes made by removing a land unit from a CMU. Remove land units from the CSP plan: 1. In the Table of Contents, turn on CMU and the Active PLU layers.

2. Click the CSP button on Toolkit Toolbar.


3. In the map area, click on the land unit from the Active PLUs layer you want to remove.

4. In the CSP Protracts Land Use Check dialog, click the Remove button.

The CMUs layer (yellow outline) no longer displays the removed land unit as part of the CSP Plan.


F. Remove Land Unit from CMU to Edit Land Unit Information

Once a land unit is added to a CSP Plan it is locked. This example shows how to remove a land unit from CMU to edit the land unit information. This procedure can also be used to edit the land unit to change the attribute or split a field. 1. In the Table of Contents, turn on CMU and the Active PLU layers.

2. Click the CSP button on Toolkit Toolbar.


3. In the map area, click on the polygon(s) you want to remove.

4. In the CSP Protracts Land Use Check dialog, click the Remove button.

5. On the ArcMap Main menu, save the CSP Plan by clicking File>Save.

6. Close the CSP Plan

7. Open Customer Folder/Conservation Plan where land unit was removed.

8. On the Toolkit toolbar, click the Attribute Tool button and click the land unit(s) in that you want

to change the attribute for.


9. Update the Land Use or Acres and click the OK button.

10. Check in the land unit. (Task Guide 7: Check In Land Units into the NPAD Database)

11. On the ArcMap Main menu, save the CSP Plan by clicking File>Save.

12. Close Toolkit.

13. Open the CSP Plan.

14. Add the revised land unit back into the CSP Plan. (Task Guide 12D: Add Land Units to a CSP Plan)


G. Schedule Full Extent Practices from Practice Schedule

Since CSP uses the Conservation Management Unit for aggregating all land units to the land use level for quickly planning practices the practice schedule has been modified to display the Land Unit Tree by CMU/Customer Folder and Plan Name/Tract/Land Units. Full extent practices that are in acres can be planned from the practice schedule for the entire CMU, Tract or by Land Unit(s). 1. In Toolkit, select the Practice Schedule tab.

2. Select the Plan from the drop-down menu.

3. In the Land Unit tree, click on the CMU/Customer Folder(s)/Tract(s) or land unit(s) you want to

schedule a practice for the full extent of the land unit.


4. To see the required by CSP practices double click on the Required By CSP header. If a Practice Code/Practice Name shows True, then the practice is required to be planned before the plan approval date can be entered.

5. To Schedule a Full extent practice do the following steps

a. Select the CMU/Folder(s)/Tract(s) or Land Unit(s). b. Select one or more practices by clicking on the practice row. When the practice row is

highlighted in blue it is selected and ready to plan a new practice. c. Select the Planned Date and enter Interval (in years), enter the End Year if the practice will

be planned over multiple years. d. Select the Schedule Full Extent Practice.

6. The Practices should now be displayed and attributes are editable from the practice schedule. Practices and Programs can be edited in this table.

7. Save the practice schedule.


H. Attribute a Stewardship Activity or Practice

This example shows how to attribute a line practice. 1. Check out a plan. (Task Guide 1B: Check Out Customer Folder)

2. Open the customer folder and create new CSP Plan. (Task Guide 12B: Create New CSP Plan)

3. Zoom to tracts and create an AOI for CSP Plan. (Task Guide 12C: Zoom to Tracts and Create an AOI)

4. Add Land Units to CSP Plan. (Task Guide 12D: Add Land Units to CSP Plan)

5. Create a new practice. (Task Guide 8A: Create a Point Practice, Task Guide 8C: Create a Line

Practice, or Task Guide 8E: Create a Polygon Practice)

6. On the Toolkit toolbar, click the Attribute Tool button.

7. Select the practice from the map area.


8. 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. The practice you selected should highlight in blue.

9. In the Attribute tool, enter the practice information. a. Select the CMU to assign the Practice to (Note: Tracts and Land Units are not displayed from

Arc Map). b. Select the Practices Code. c. Edit the Planned Amount. d. Enter the Month and Year. e. Click OK.


I. Create Map Labels

1. On the Toolkit toolbar, click the Map Labels button.

2. On the Toolkit Map Labels dialog:

a. Select Layer to Label: CMUs b. Check Create Annotation Layer c. Label Style: Text d. Select Label Description Fields e. Click the OK button.


The Map Labels should now be displayed on your map.


J. Print a CSP Plan

1. On the Toolkit toolbar, click the Map Products button.

2. In the Map Products dialog, enter the information as needed and click the OK button.

NOTE: The Tract and Fields will not print on the Header unless they are highlighted in blue like shown below.

3. Export the map as an Adobe PDF by clicking File>Export Map on the Main Menu.


4. Browse to where you want to save the file, enter the file name, and select PDF from the Save as type drop-down menu. Change the Options as needed. Click the Save button.

5. Print the Map by opening the PDF and clicking File>Print.


Task Guide 13: Add-In Tools A. Zoom to Tract

This add-in tool was designed to be used to select tract(s) from the Common Land Unit (CLU) layer and zoom to the extent of the selected features. Each time a user gets a new version of Toolkit or updates the GIS Tools preferences in Toolkit, the normal.mxt gets overwritten. The toolbar must be added again. Install the Tool If the tool has not already been installed you download the zoomtotract.esriaddin file and instructions located under News/Updates/Alerts on the NRCS GIS SharePoint site located at: https://ems-team.usda.gov/sites/NRCS_SSRA/gis/SitePages/Home.aspx


https://ems-team.usda.gov/sites/NRCS_SSRA/gis/SitePages/Home.aspx

Use the Zoom to Tract Tool The Zoom to Tracts tool allow users to select many tracts to zoom to from the common land unit (CLU) layer. The common land unit layer for the county that contains the tracts of land that will be zoomed to must be in the Table of Contents in ArcMap.

1. In ArcMap click on the Zoom to Tract tool button. 2. Click on the drop-down menu under the Select CLU layer and select the CLU layer that contains the

tracts of land to zoom to.

3. Select the Tract numbers that you want to zoom to from the list of tracts under the Select Tracts

label in the Zoom to Tracts dialog. Hold the <Ctrl> key down while left clicking on the Tract numbers to select multiple tracts to zoom to.

4. Click OK.



The three tracts are zoomed to and show up as selected in the map area.


Task Guide 14: Easement Land Units The Easement Planning Division (EPD) requires that all closed easement boundary data be entered into the National Easement Staging Tool (NEST). The NEST data has been integrated into NPAD for the purpose of planning, managing and monitoring easements within Toolkit. The integration of closed easement boundaries into NPAD ensures that no other land units are allowed to overlap NRCS easement boundaries. When easement boundaries were migrated into NPAD, both existing and new plans were integrated using the following methods:

1. Existing plan was renamed and the easement boundary was inserted into the plan as a single PLU replacing any existing land units. The customer folder name was not changed.

2. If an easement plan did not exist in the CST or if the CST plan was not identified, a plan containing only the closed easement boundary layer and associated boundary attribute data were created in NPAD if the Decision Maker identified within the NEST record has a SCIMS ID. The SCIMS Decision Maker from the NEST was utilized to create the customer folder and client name. These easements are identified in the customer folder check out with “a /” in front of the agreement number.

Easement plans that were not renamed were migrated as Active plans. Further practices cannot be planned because the land units will not meet topology rules if checked in to receive a Plan geometry status. Business Rules:

1. The only easements that are integrated into NPAD and Toolkit are: a. Closed easements in NEST that has a latitude/longitude point that intersect the closed

easement boundary in the EPD Layer. b. A SCIMS decision maker in NEST c. Easement program must be either EWPP-FPE, FRPP, GRP, HFRP, or WRP

EWPP-FPE Emergency Watershed Protection Program -Floodplain Easements FRPP Farm and Ranch Lands Protection Program GRP Grassland Reserve Program HFRP Healthy Forests Reserve Program WRP Wetlands Reserve Program

2. Updating easement boundaries must be done through the proposed process to updated closed

easement boundaries. a. Customer folders and Plan status must remain Active and therefore cannot be deleted,

cancelled or completed. 3. Easement PLUs rules:

a. An Easement ID is assigned to each easement to enforce overlap rules. b. Land unit type 2 easement c. Outer easement boundary is not editable d. Can be split into multiple interior PLUs e. Can be merged with other easement PLUs that have the same easement-id f. No holes are allowed interior to the easement boundary

Task Guide 14: Easement Land Units Page | 1

g. Displayed as Planned geometry status in the consplan layer because the easement PLU can be split or merged

h. Displayed as an easement in the Active PLU Layer to inform the planner that there is an easement within the AOI.

i. Cannot be deleted Updating existing and adding new easement boundaries into NPAD and Toolkit is being currently discussed for a future release. An update to this Task Guide will be made as soon as this information is available.

Task Guide 14: Easement Land Units Page | 2

A. Update Easement Plan Tract and Land Units in the Practice Schedule

For easement folders and plans that were created during migration, the tract and land unit must be verified or updated before the plan displays in the practice schedule. If the easement plan is missing the tract and land unit number proceed with the following steps:

1. Check out the customer folder. (Task Guide 1B: Check Out Customer Folder) 2. Open the customer folder and select the easement plan. (Task Guide 2: Open Customer Folder and

Select Plan)

3. On the Toolkit toolbar, click the Attribute Tool button.


4. In the Attribute Tool dialog, select the easement layer from the Select Layer drop-down menu.

5. Enter the new Tract and Land Unit number.

6. In the Attribute Tool dialog click OK The Tract(s) and Land Unit(s) will be displayed. Full extent practices can be planned from the Practice Schedule. (Task Guide 8H: Schedule Full Extent Practices from the Practice Schedule)


B. Split an Easement into Multiple PLUs

The easement may have had multiple polygons that were merged into one multi-part feature. This example shows how to split a single easement boundary back into multiple PLUs. If the easement boundary is a multi-part polygon that was merged into one PLU these boundaries can be split by zooming in as close as possible and splitting the easement on the exact boundary line. 1. On the Toolkit toolbar, click the Toolkit Digitizer tool. 2. On the Select a Layer to Edit dialog, click the drop-down arrow and select the Easement layer and

click OK.

3. On the Land Unit Editor toolbar click the Select Field button.

4. In the map area, click on the Easement PLU.


5. On the Land Unit Editor toolbar click the Split Field tool and digitize a line where you want to split the field.

6. In the Toolkit Information dialog, click OK to “The split features must be attributed”.


8. Click on the Editor drop-down menu again and click Stop Editing.


9. Attribute the land units. (Task Guide 6: Attribute the Planning Land Units) 10. Check the PLU into NPAD. (Task Guide 7: Check In Land Units into the NPAD Database)


C. Add an Interior Field within an Easement

This example shows how to clip out a feature creating a polygon located within the easement. 1. On the Toolkit toolbar, click the Toolkit Digitizer tool. 2. On the Select a Layer to Edit dialog, click the drop-down arrow, select the easement number and

click OK.


4. In the map area, select the Easement PLU.


5. On the Land Unit Editor toolbar, click the Add field tool.

6. Digitize the interior field.


8. Click on the Editor drop-down menu again and click Stop Editing.

9. Attribute the land units. (Task Guide 6: Attribute the Planning Land Units) 10. Check the easement into NPAD. (Task Guide 7: Check In Land Units into the NPAD Database)


D. Merge Easement PLUs

1. On the Toolkit toolbar, click the Toolkit Digitizer tool. 2. On the Select a Layer to Edit dialog, click the drop-down arrow, select the easement number and

click OK.


4. In the map area, click on the Easement PLUs. Click the land units you want to merge and click OK.

5. On the Land unit Editor toolbar click the Merge Fields tool.


The selected fields are merged into one field.

6. Check the land units into NPAD. (Task Guide 7: Check In Land Units into NPAD)


Task Guide 15: Interim Customer Folder and Plan Status Codes Toolkit 7 is implementing new business rules for customer folders, plans and practices to carry status codes that will allow the management of plans, land units and practices. It will not allow deleting any information that is needed for performance, quality assurance and other purposes. Interim Customer Folder and Plan Status Codes (Partial release of full functionality planned for July 2014.)

• Customer Folder and Plan status are changed manually. • Customer Folder is not checked out to make changes. • When a plan status is changed to cancelled or completed, the land units will automatically move

out of the Active PLU Layer and into a new PLU Layer called the History PLU Layer. This is to allow cleanup of PLUs in the Active PLU Layer and to keep them from overlapping plans that migrated from NCP.

• When a plan is deleted, cancelled or completed, the plan is not available for check out. • When a customer folder is deleted, the folder is removed from Check In/Out, but not from the

field office server. Phase II Customer Folder, Plan and Practice Status Codes (Release at the end of calendar year 2014)

• When a plan status is changed to completed, the land units will not move out of the Active PLU Layer and into the History PLU Layer. The land units will no longer be associated to a plan but instead will be associated to the Customer Folder. This is to allow the land units to be managed directly from ArcMap so land units can be moved from the Active PLU Layer to the History PLU layer.

• When a plan is deleted or cancelled, the plan is available for check out. • When a plan is completed, the plan is checked out but in read only. • The History PLU layer is a displayed only if there are land units within the customer folder that

have been moved to the History PLU Layer. • Practice status codes will be implemented to identify alternative, planned, cancelled and

completed practice status. Business Rules The following table is the Customer Folder and Plan Status codes that will be used in Toolkit for both the Interim and Phase II Releases.

Status Codes Applies to Plan Applies to Customer Folder

Active Yes Yes Alternative Yes NA Completed Yes NA Cancelled Yes NA Deleted Yes Yes

Status codes marked ‘Yes’ for both plan and customer folder can be applied at both the plan and folder level. A plan can be completed without marking the entire folder as complete. A plan can be deleted without marking the entire folder deleted, etc.


0BPlan Status Rules

Alternative 1. Indicates plan development is in progress but there is no plan approval date. 2. New plans will default as an Alternative. 3. Plan and practice information are not reported. 4. All alternative plans are available for checkout. 5. All land units are in the Active PLU Layer.

Active 1. Plans shall remain Active as long as the plan is not manually changed to cancelled, completed

or deleted. 2. All plans automatically receive an Active status at the time of plan approval. 3. Plan and practice information are able to be reported. 4. All active plans are available for check out. 5. All land units are in the Active or Legacy PLU Layers (if plan was migrated from NCP).

Completed 1. No further work is expected on completed plans. 2. Unable to move plan status to completed when:

a. Plan is linked to Protracts contract(s) that has an Active contract status. b. Plan is linked to a CSP Plan. c. Plan contains an easement land unit.

3. Completed plans are not included in the search for the customer folders and are not allowed to be checked out.

4. All planning information reported is available in reporting tools such as PRS and IDEA. 5. All Land units move from the Active PLU Layer to the History PLU Layer to support historical

performance. 6. When a CSP Plan is set to completed, all land unit(s) from the conservation plan(s) will remain

in the Active PLU layer. All land units associated with the CSP plan will be editable in the conservation plan after the CSP plan is completed.

Phase II Release- Completed plans are checked out for information purposes and not allowed to be edited. The Land Units will be displayed in the History PLU Layer in Arc Map.

Cancelled 1. No further work is expected on cancelled plans. 2. Unable to move plan status to cancelled when:

a. Plan is linked to Protracts contract(s) that has an Active contract status. b. Plan is linked to a CSP Plan. c. Plan contains an easement land unit.

3. Cancelled conservation plans are not included in the search for customer folders and are not allowed to be checked out.

4. All planning information reported is available in reporting tools such as PRS and IDEA. 5. All Land units move from the Active PLU Layer to the History PLU Layer to support historical

performance. 6. When a CSP Plan is set to cancelled all land unit(s) from the conservation plan(s) will remain in

the Active PLU layer. All land units associated with the CSP plan will be editable in the conservation plan after the CSP plan is cancelled.


Deleted 1. Deleting a plan is not allowed if there is a plan approval date. 2. All land units and practices are deleted from NPAD and not available for reporting. 3. Deleted plans are not included when the customer folder is checked out again.

Customer Folder Status Rules

Active 1. All customer folders default to an Active status at the time they are created. 2. The customer folder will remain ‘Active’ as long as there are any plans in Alternative, Active,

Cancelled or Completed status.

Deleted 1. Customer Folders can only be deleted if there are no plans or if there are plans in the Deleted

Status. Customer Folders must be maintained in NPAD if there are cancelled or completed plans for reporting purposes.

2. If the Customer Folder is deleted from NPAD the Customer Folders are not deleted from the Field Office Server.

3. The deleted Customer Folders are physically deleted from NPAD after 30 days. PLU status of history is included in this document only to help clarify PLU behavior when a Plan is no longer active.

Planning Land Unit Status

Planning Land Unit Status Definition

History – Land Unit Status 10

History PLU status is assigned to land units that have practices but the plan is no longer active. The PLUs are retained for saving reported progress and displaying the land unit boundary associated to a reported practice. History PLUs are not available for check out in the Interim Status Codes version. Phase II release-

• Land Units can be manually set to History if no further practices will be applied and the PLU is no longer valid.

• PLU(s) with a status of History will be checked out with the customer folder if they are associated to a plan within the customer folder.

• PLU(s) with a status of history are unable to be edited or checked-in to the Active PLU layer.

• PLU(s) with History Status are not included in the AOI check-out/update.


A. Plan Status Changes

1. Modify Plan Status to Completed

When changing the status of a plan, the Customer Folder must not be checked out. This is to ensure that any changes made to the Customer Folder have been transferred to NPAD prior to changing the status of the plan. Reminder: Plans can only be changed to Completed if all practices are applied, there are no Active ProTracts contracts, no easements and there are no CSP plans associated to any land units in the plan. The user will receive an error if they attempt to change a plan status on a plan that contains one or more of these conditions. If all the practices are not applied, see Section B1 for instructions on how change the status to Cancelled. When the plan status is changed to Completed, the Land Units will automatically move to the History PLU Layer and will no longer be located in the Active PLU Layer. 1. Open Toolkit. 2. In the Customer Service Toolkit window, search for Customer Name, Business ID or by Tract Number

and click Go.

3. Login to eAuthentication.

4. On the Toolkit Main Menu, click the Check In/Check Out tab.


5. Click on row containing the Customer folder (do not check out folder). From the CST main menu, select File>Modify Folder/Plan Status.

6. In the Modify Folder or Plan Status dialog, select the Plan, change the Plan Status to Completed and

click the Modify Plan Status button.

7. In the Toolkit Information dialog, click Ok to “Plan Status Change Successful”.


2. Modify Plan Status to Cancelled

When changing the status of a plan, the Customer Folder must not be checked out. This is to ensure that any changes made to the Customer Folder have been transferred to NPAD prior to changing the status of the plan. Reminder: Plans can only be changed to Cancelled if there are one or more practices not applied, there are no Active ProTracts contracts, no easements and there are no CSP plans associated to any land units in the plan. The user will receive an error if they attempt to change a plan status on a plan that contains one or more of these conditions. If all practices are applied, see Section A1 for instructions on how to change the status to Completed instead. When the plan status is changed to Cancelled, the Land Units will automatically move to the History PLU Layer and will no longer be located in the Active PLU Layer. 1. Open Toolkit. 2. Open Toolkit 3. In the Customer Service Toolkit window, search for Customer Name, Business ID or by Tract Number

and click Go.

4. Login to eAuthentication.

5. On the Toolkit Main Menu, click the Check In/Check Out tab.


6. Click on row containing the Customer folder (do not check out folder). From the CST main menu,

select File>Modify Folder/Plan Status.

7. In the Modify Folder or Plan Status dialog, select the Plan, change the Plan Status to Cancelled and




3. Modify Plan Status to Deleted

When changing the status of a plan the Customer Folder must not be checked out. This is to ensure that any changes made to the Customer Folder have been transferred to NPAD prior to changing the status of the plan. Reminder: Plans can only be changed to Deleted if there is no plan approval date. The user will receive an error if they attempt to change a plan status on a plan that contains one or more of these conditions. All practices and land units are deleted from NPAD. If a plan approval date has been entered, it cannot be removed. See Section A1 to change the plan status to Completed or Section A2 for instructions on how to change the plan status to Cancelled. 1. Open Toolkit. 2. In the Customer Service Toolkit window, search for Customer Name, Business ID or by Tract Number

and click Go.

3. Login to eAuthentication 4. On the Toolkit Main Menu, click the Check In/Check Out tab.



6. In the Modify Folder or Plan Status dialog, select the plan, change the Plan Status to Deleted and




B. Customer Folder Status Changes

1. Delete a Customer Folder

When changing the status of a Customer Folder the Customer Folder must not be checked out. This is to ensure that any changes made to the Customer Folder have been transferred to NPAD prior to changing the status of the Folder. 1. Open Toolkit. 2. In the Customer Service Toolkit window, search for Customer Name, Business ID or by Tract Number

and click Go.

3. Login to eAuthentication. 4. On the Toolkit Main Menu, click the Check In/Check Out tab.



6. In the Modify Folder or Plan Status dialog, click the Delete Folder button.

7. In the Remove Folder dialog, click the Yes button to continue.


8. In the Toolkit Information dialog, click Ok.

The Folder should be removed from the Check In/Out Tab, but the Customer Folder on the Server should still be available.


Additional Training Materials Videos for each Task Guide are available in USDA Connect

• Log into USDA Connect: (https://connections.usda.gov/homepage) . • Next, copy/paste or enter the following link for the URL address for the video index:

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

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 National Geospatial Center of Excellence. Each video has the script available as an attachment and is available on the Connect site with the other Training videos as described in the section above.

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


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/

Window Frames

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

USDA-WNA10-WorkingwithWindowFrames

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.

These courses are available at no cost. 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 (http://training.esri.com/gateway/index.cfm?fa=aul.premiumCourses).

For ordering information please go to the ESRI Virtual Campus Training web page on the National Employee Development Center course listing located at http://www.nrcs.usda.gov/wps/portal/nrcs/detail/national/nedc/training/gis/?cid=nrcs143_024136


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

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

Pasture: 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.

Range: 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, shrub lands, tundra, alpine communities, marshes and meadows.

Forest: 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.

Other Rural Land: 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.

Associated Ag Land: 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.

Farmsteads: 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.

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

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

Designated Protected Area: 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.

Appendix A Page | 1

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

Appendix A Page | 2

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 will zoom 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 the ‘CLU‘ and imagery layers. GWS

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. 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

7. Digitize new land unit 3. (Task Guide 5A Steps 5-9) 5A

8. Digitize new land unit 4 using ‘Auto Complete’. (Task Guide 5B Steps 5-10) 5B

9. 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 c. Land Unit 3, Crop, Irrigated modifier d. Land Unit 4, Range, Grazing Modifier

6A

10. Check in land units 1 and 2 using the ‘Select by Features‘ option. 7A

11. Check in land units 3 and 4 using ‘Query By Land Unit Number‘ option. 7B

12. 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

13. Split land unit 1 into land units 1 and 5. (Task Guide 5G, Steps 3-9) Retain attributes on the left side of land unit 1 by splitting the field from the south

5G

Appendix B Page | 1

to the north.

14. Attribute new land unit 5. (Task Guide 6A, Steps 3 and 4) a. Land Unit 5, Crop, No Modifier

6A

15. Check in land units 1 and 5 using ‘Select by Features’ option. 7A

16. Merge land units 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

17. Check in land unit 1 using the ‘Query By’ option. 7B

18. Delete land unit 4. (Task Guide 5F Steps 3, 4, 9, 10) 5F

19. Create a new AOI for new land unit 4. (Task Guide 4B Steps 3-9) 4B

20. Copy a land unit from the ‘CLU‘ or ‘Legacy‘ layers. (Task Guide 5C Steps 5-12) 5C

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

22. Check in new land unit 4 Using ‘Select By Features’ option. 7A

23. Create full extent practices from the practice schedule. (Task Guide 8H Steps 3-8) a. Schedule Conservation Crop Rotation (328), Residue Management (329)

on land units 1 and 3 for one Year. b. Schedule Prescribed Grazing (528) on land units 2 and 4 for 3 recurring

years.

8H

24. Create a full extent practice from the practice schedule and identify ‘Working Lands for Wildlife‘ priorities. (Task Guide 8I Steps 6-8, 13,14)

a. Schedule Brush Management (314) on land units 2 and 4 for 3 recurring years.

b. Select the identified priority. c. Unselect the ESA Predictability.

8I

25. Create a polygon practice. (Task Guide 8E Steps 4-14) a. Digitize a polygon that is half the acres on land unit 1

8E

26. Create a point practice. (Task Guide 8A Steps 4-9) a. Create one point on land unit 2.

8A

27. Create line practices 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

28. Attribute Practices 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

Appendix B Page | 2

c. Select the ‘Line Practice‘ layer. i. Schedule (382) Fence on land unit 4.

ii. Schedule (516) Pipeline on land unit 3.

29. Go to the 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

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

31. Enter plan approval information. (Task Guide 9 Steps 5-6) 9

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

Appendix B Page | 3

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. Select land units in the ‘Draft‘ status and edit the PLUs if necessary. 5D, 5E, 5F 4. Select land unit in ‘Sketch‘ status that was corrected in step 3, in Check In Using

Selected Features. 7A

5. Select land unit in ‘Legacy‘ status and check in using selected features 7C 6. Select a land unit in Locked status

a. Select the ‘Land Unit Editor‘ to show how you cannot reshape or move vertices.

b. Select the ‘Land Unit Attribute Tool‘ to show you cannot change attributes.

PLU Layer

Definitions

7. Edit a line practice to reflect its actual planned or applied amount on a locked land unit to show the practices are still editable.

8D

8. Edit a point practice to move it to a new location. 8B 9. Add a polygon practice to a locked land unit to show practices can be added to a

locked land unit. 8E

Appendix B Page | 4

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

Appendix C Page | 1

Revision History Notes

Version

Author Date Description Task Guide

Page

2.3 Kristie McKinley/Travis Rome/Patsy Hudson

7/16/14 Added Task Guides 14 and 15 to the Toolkit User’s Guide.

2.2 Patsy Hudson 6/6/14 Edited numbering and text to make Task Guide 12 easier to understand.

12 1

2.1 Kristie McKinley/Patsy Hudson/Travis Rome

5/12/2014

Added CSP Task Guide 12B through 12I. 12B-12I 1

2.0 Kristie McKinley/Patsy Hudson/Travis Rome

4/16/2014

Added CSP Task Guide 12A Preparing Land Units for CSP Plan

12A 1

Added Task Guide 1A Create New Customer Folder

1A 1

What was Task Guide 1 is now Task Guide 1B

1B 1

Add Task Guide 13A Add In Tools Zoom Tool

13A 1

Removed page numbers from Table of Contents to match more closely with other National documents. TOC is still click-able.

TOC

1.10 Kristie McKinley/ Travis Rome/ Patsy Hudson

3/24/2014

In SP2 Toolkit 7.1.21.0 the Legacy and Draft Land Units can now be checked in using Task Guide 7A or 7B. Therefore Task Guide 7C: Check In the Legacy or Draft Land Unit Using the Select Features Option and Task Guide 7D: Check In the Legacy or Draft Land Unit Using the Query by Option have been removed.

7C and 7D

Deleted

Created a new section (starting with new page numbers) for each section. This will help with a print friendly version of the document.

All All

Added What’s New in Toolkit 7.1 1

Task Guide 5J: Deleted Step 17 that is no longer required due to bug fix when checking in land units.

5J 4

Revision History Notes Page | 1

Added Task Guide 5K: Change Land Unit Symbology to provide the step by step instructions for how to change Land Unit Geometry Status symbology in the Conservation Plan and CSP Plan layer for those with color blindness or other purposes.

5K 1

Added Task Guide 5L: Identifying Customer and Plans using the Active and Legacy PLU Layers

5L 1

1.9 Patsy Hudson 3/13/2014

Added Task Guide 11: Contract Modification

117-127

1.8 Kristie McKinley 3/5/14 Added Task Guide 5J: Edit a Shared Boundary

67

Changed the title of 7C and 7D Check In Legacy…to Check In Legacy and Draft

76 & 78

Updated the Layer Definitions 27-30

1.7 Patsy Hudson 3/4/2014 Added Version and Build to Title Page N/A

Added Task Guide 5I: Delete a PLU 60

Added statement definition in the Consplan Rules for Legacy land units.

29

Added Nondiscrimination Statement 168

Minor edits throughout the document N/A

1.6

Kristie McKinley

1/17/2014 Added Version and Build to the Title Page N/A

Appendix B: Updated Exercise 1 to align with National Training.

112

Appendix B: Updated Exercise 3 to align with National Training.

115

Task Guide 5C Change the Title to Copy Land Units from a Reference Layer. Added comments for copying Legacy Layer.

37

1/23/2014 Task Guide 5, PLU business rules 1 “see item 4 below” changed to “see item 3 below”.

24

Task Guide 7A, removed the statement “for Legacy Land Units start here”.

61

Patsy Hudson 1/23/2014 Inserted Task Guide 8K: Copy and Paste Polygon Practices

99

Terryl Kocsis 1/17/2014 Edited 7A to add ‘Legacy’ to the Check In 61


Title

Added Step 11 to Task Guide 8A 74

1.5 Kristie McKinley/ Patsy Hudson

1/16/14 Add Task Guide 7C 65

Add Task Guide 7D 67


Nondiscrimination Policy The U.S. Department of Agriculture (USDA) prohibits discrimination against its customers, employees, and applicants for employment on the basis of race, color, national origin, age, disability, sex, gender identity, religion, reprisal, and where applicable, political beliefs, marital status, familial or parental status, sexual orientation, whether all or part of an individual’s income is derived from any public assistance program, or protected genetic information. The Department prohibits discrimination in employment or in any program or activity conducted or funded by the Department. (Not all prohibited bases apply to all programs and/or employment activities.) To File an Employment Complaint If you wish to file an employment complaint, you must contact your agency’s EEO Counselor (http://directives.sc.egov.usda.gov/33081.wba) within 45 days of the date of the alleged discriminatory act, event, or personnel action. Additional information can be found online at http://www.ascr.usda.gov/complaint_filing_file.html. To File a Program Complaint If you wish to file a Civil Rights program complaint of discrimination, complete the USDA Program Discrimination Complaint Form, found online at http://www.ascr.usda.gov/complaint_filing_cust.html or at any USDA office, or call (866) 632-9992 to request the form. You may also write a letter containing all of the information requested in the form. Send your completed complaint form or letter by mail to U.S. Department of Agriculture; Director, Office of Adjudication; 1400 Independence Avenue, S.W.; Washington, D.C. 20250-9419; by fax to (202) 690-7442; or by email to [email protected]. Persons with Disabilities If you are deaf, are hard of hearing, or have speech disabilities and you wish to file either an EEO or program complaint, please contact USDA through the Federal Relay Service at (800) 877-8339 or (800) 845-6136 (in Spanish). If you have other disabilities and wish to file a program complaint, please see the contact information above. If you require alternative means of communication for program information (e.g., Braille, large print, audiotape, etc.), please contact USDA’s TARGET Center at (202) 720-2600 (voice and TDD). Supplemental Nutrition Assistance Program For additional information dealing with Supplemental Nutrition Assistance Program (SNAP) issues, call either the USDA SNAP Hotline Number at (800) 221-5689, which is also in Spanish, or the State Information/Hotline Numbers (http://directives.sc.egov.usda.gov/33085.wba). All Other Inquiries For information not pertaining to civil rights, please refer to the listing of the USDA Agencies and Offices (http://directives.sc.egov.usda.gov/33086.wba).

Any use of trade, product, or firm names is for descriptive purposes only and does not imply endorsement by the U.S. Government.

Nondiscrimination Policy Page | 1

http://directives.sc.egov.usda.gov/33081.wba








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