USER`S MANUAL
Contents
1. GEOLocate GEOREFERENCING SOFTWARE USER S MANUAL Nelson E Rios and Henry L Bart Jr Tulane Museum of Natural History Bldg A 3 Wild Boar Rd Belle Chasse LA 70037 Phone 504 394 1711 Fax 504 394 5045 Table of Contents BO av Ts 2 Zastal NO esse rann e ERA 3 Installing Microsoft Net Framework 3 Installtng GEOPLDOCate e oei te or here b e dh od s 3 2 Dime GEOLOG CAC omues dtu tud tne tuc don et UOS EUR es 5 Georeferencing Locality Data ccc cece eee e eens 5 Multiple Record Georeferencing Lsuseeuueuu 5 batclr Georeterenc IDs exe oo reser Ur VE RERO VA ER RARO IEEE 6 Multiple Point SUDPON soie day pea Ebr oie weandales 6 Advanced Georeferencing Options suuue 7 Visual Correction of Locality Data ssse 7 Eror ES moatIoll 3 9 oodd e o RR eoa NEU 7 General Map Controls iioi sete or eR ar VOTUM 8 4 Working With Data Files cc ccc cece cece ee eeeeenen eee eeees 9 DIVAN E EEE E ros E EEE A TETEE 9 Sl TE 9 Simple Delimited Text Pile ae yore Pr iones 10 5 Support Information cccc ccc cece ee eee ee seen men 1 Overview What is GEOLocate GEOLocate is a comprehensive electronic georeferencing solution designed for natural history collection data Easy to use GEOLocate significantly reduces the time and cost required to georeference specimen locality records GEOLocate provides Georeferencing o2. Bell Chase LA 70037 Or visit us on the web http www museum tulane edu geolocate 11
3. EOLocate Georeferencing Locality Data When you open GEOLocate for the first time you will see the main program window containing a map display in the upper portion of the screen and a georeferencing data entry form in the lower portion user input mode To georeference data simply enter a locality string state and county county is not required for the Fe Geoteference Heb w a Oe D U S but recommended for greater accuracy in the appropriate text boxes and click the Georeference button to calculate coordinates The calculated coordinates along with a precision score are displayed in the lower left of the data entry form and a green marker indicating the calculated coordinates is displayed in the r l mapping portion of the program Locality String Pushepatapa Creek at hwy 21 trib to Pearl River 7 8 mi N of Bogalusa window Precision scores range coas Joms conya s ait nins Lat Lon from high to low and are an aces __ 30 98118 89 835979 indication of the quality of locality 5 Precison High Aa ounty WASHINGTON z information Precision scores are only meant to serve as a guide to which records will require more effort during the correction stage If more than one result is determined for a given locality a red arrow is placed at each result and the green marker will be placed on the result with the highest probability of being correct See section titled Visual Correctio
4. aded data select plot all from the File menu All data records containing latitude and longitude will display on the map This is a static plot and meant for visualization purposes only Additional Display Options One of three zoom options located on the lower left of the program Georeference window under the options tab may be selected to automatically adjust the map display when a locality description is georeferenced Zoom Area will Coords Options zoom in automatically to the calculated coordinates when a Locality String 1s georeferenced Full Extent will zoom out to the full extent of the map when a locality string is georeferenced No Zoom will not zoom in or out but maintains the zoom level and position of the current map display when a No Zoom locality string is georeferenced oom rea C Ful Extent 4 Working With Data Files Using file input mode provides an easy way to import existing digitized data from a database or spreadsheet GEOLocate uses a specially formatted XML file as its default data format In addition delimited text files and CSV files can be imported and exported One requirement regardless of file format used 1s that each data file contains at least 10 fields and the first 10 fields must be locality string country state county latitude longitude correction status precision error polygon array and multiple results array in that order actual field names do not matter Additional user defined
5. ck Next to continue or Cancel to exit installation is GEOLocate Welcome to the GEOLocate Setup Wizard The installer vil quide pou through the stepe required to install GED Locate on pour computer WARNING This computer program is probected by copyright law and intemalional resies videris iste dithibulion of this program of any portion of it Lau ape enal cnminal penales and val be prosecuted to the maximum extent possible under the lav The setup wizard then prompts you for an installation folder Select a folder by clicking Browse otherwise click Next to accept the default installation path m eue inei Select Installation Folder The mstale wall install GEDLocabe to the following Folder To metall in this folder click Nest To metal to a different folder enter R below or click Browse Folder C Program Files TUMNH GEOLocate Install GE OLocate for yoursell on for angone who uses this computer Everyone G Just me After a few minutes the setup wizard will prompt you to insert GEOLocate Disk 2 Insert Disk 2 and click OK fee GEOLocate Please insert the disk GEQLocate Disk 2 Upon completion of installation a window indicating that GEOLocate has been successfully installed will be displayed Click Close to exit the installation and return to the main installation menu na 1 E Ti Installation Complete GEDLocahbs has been sucetsiully stalled Chick Tise to ent 3 Using G
6. f data from the United States Canada and Mexico Import of existing locality data Batch processing for unattended georeferencing Detailed visual map display and correction capabilities Polygon error determination System Requirements e Pentium II or higher 128 Megabytes of RAM 1 2 Gigabytes of hard drive space Microsoft Net Framework located on CD Microsoft Windows 98 ME NT 2000 XP Microsoft Internet Explorer 5 01 or later 2 Installation Load the GEOLocate CD into the CD ROM drive of your computer The installation program should start automatically If the GEOLocate 2 0 Installer window does not appear navigate to the CD ROM drive from the My Computer icon on the desktop and double click the setup exe file to initiate installation Installing Microsoft Net Framework Once the setup program loads you are given options to install the Microsoft Net Framework install GEOLocate or exit the installation program If your computer does not contain the Microsoft Net Framework you should install it prior to installing GEOLocate To install the Net Framework select Install Microsoft Net Framework 1 1 from the installation menu Follow the onscreen instructions to complete installation of the Microsoft Net Framework and return to the main installation menu Sox GEOLocate Installing GEOLocate To install GEOLocate select Install GEOLocate 2 0 from the installation menu The GEOLocate Setup Wizard window appears Cli
7. ference menu at EN 7 7 Switch to User Input M pem TR the top of the program window Se Sv waterbody Matching Hwy River Crossing Lookup If enabled GEOLocate will search the locality string for bridge crossing information and attempt to pinpoint the locality at the intersection of the river and highway This feature only works for U S localities and requires county data To enable select Look for Hwy River Crossing from the options menu under the Georeference menu at the top of the program window Visual Correction of Locality Data GEOLocate allows for visual representation and modification of computed geographic coordinates using the integrated map display When a locality record is georeferenced a green marker representing that locality is drawn onto the map The green marker can be moved by click and dragging it to another location or by clicking the p ace green marker icon on the toolbar and then clicking on the map display to place the marker Clicking the Correct button near the button left of the program window updates the calculated latitude and longitude with the coordinates of the green marker Error Estimation GEOLocate has the capability to represent error due to the uncertainty of the locality information provided Error within GEOLocate is visualized as a user defined polygon which encompasses the entire area of uncertainty To create an error polygon click on the Create Error Region icon a lt 4 i amp in the t
8. fields may be added after the first 10 fields XML Creating an XML file for use with lt xml versionz 1 0 standalanez yes gt 3 lt NewDataset gt GEOLocate can be tricky if you have eTablels never worked with XML before The zLocality Greek at GA FL state line GA Hwy 97 crossing lt Locality gt simplest way is to export your data from SIMA m lt State gt Georgia lt State gt your database or spreadsheet as XML if lt County gt Decatur lt County gt supported by your software The first Lat gt L data record of the XML file must contain a m x ALL the fields in your dataset even if Precision Low Precisions some are empty and must contain the first kalt a 10 field MM inb zMultiPlat gt ielas mentioned above 1n the proper c Tablel order Subsequent records only need lt NewDataSet gt fields which actually contain data although it is still ok if the fields are present and empty GEOLocate provides a sample XML data file in the samples subdirectory Select Open from the File menu to open an XML file Select Save from the File menu to save your data as an XML file CSV A CSV comma separated values file can easily be created by most spreadsheet and database software The easiest way to create a CSV file for use in geolocate is to organize your locality data using a spreadsheet program like Microsoft Excel Within your spreadsheet organize your data columns so that the first 10 fields are as mentio
9. n of Locality Data for details on verifying correcting and adding error polygons to the result Multiple Record Georeferencing To facilitate georeferencing of large numbers of localities GEOLocate supports input of datasets from external data files file input mode To switch to file input mode go to the Georeference menu and select Switch to File Input The data entry portion of the program window ESSET RE Miles c eun will display an empty dataset To load data into this dataset click the Open File 1con or go to the File menu and select Open File This will allow you to load data from a properly formatted XML file M Additional file formats may be imported into BE n geolocate by selecting Import File from the File S menu For details on creating and using data files see section titled Working with Data Files Batch GeareFerence Switch ka File Input After a data file has been loaded the data entry portion of the program window will display a spreadsheet style listing of all the data loaded with field names displayed above each column To georeference a record from the loaded dataset select the record to be georeferenced and click the Georeference button to calculate coordinates The calculated coordinates along with an estimate of precision correction status and a multiple results array are displayed in the appropriate fields of the selected record in the dataset As with user input mode a red arrow marker is placed on the ma
10. ned above You will probably have to add blank columns for some fields 1 e correction status error polygon etc Ensure that the first record of each column contains the field name for that column Save your spreadsheet as a CSV file GEOLocate provides a sample CSV data file in the samples subdirectory Select CSV from the mport submenu on the File menu to import a CSV file Select CSV from the Export submenu on the File menu to Export a CSV file Simple Delimited Text File A simple delimited text file 1s a text file in which each record 1s a single line of data Within each line fields are delimited via any user defined unique character not found within the dataset The first record must contain the column headings The first 10 fields must correspond to the first 10 fields mentioned above GEOLocate provides a sample delimited TXT data file using as the delimiter in the samples subdirectory Select Simple Delimited Text from the Import submenu on the File menu to import a text file Select Simple Delimited Text from the Export submenu on the File menu to export a text file 10 5 Support Information Technical support is available Monday through Friday from 9 00 a m to 4 00 p m Central Standard Time You can contact us at Phone 504 394 1711 Fax 504 394 5045 Email support museum tulane edu Or write us at GEOLocate Technical Support Tulane University Museum of Natural History Bldg A 3 Wild Boar Rd
11. oolbar to enter error mode This adds 2 additional icons to the toolbar While in error mode each single mouse click on the map will add a point within the error polygon for that record To erase the polygon click the Erase icon amp in the toolbar Clicking the View Record icon while in user input mode displays a popup window containing a list of the vertices 1n the error polygon Clicking the View Record icon while in file input mode records the error polygon vertices as a comma delimited array in the error field of the selected record To exit error mode click the Create Error Region icon in the toolbar a second time General Map Controls Zooming To zoom in click and drag the mouse across the map display to indicate the area you wish to zoom into and then release the mouse to update the display Alternatively right click on the map display and select zoom in from the popup menu To zoom out right click on the map and select zoom out from the popup menu Panning To pan hold down the CTRL button while pressing the left mouse button and move the mouse to pan the map display Measuring Distances To measure distance on the map display hold down the shift key while pressing the left mouse button and move the cursor to measure the distance in miles along the cursor s straight line path Plotting an Entire Dataset Loaded From File GEOLocate provides the ability to plot an entire dataset that has been loaded from file To plot your lo
12. p display for each result calculated and a green marker is placed on top of the best result See section titled Visual Correction of Locality Data for details on verifying correcting and adding error polygons to the result Batch Georeferencing GEOLocate supports batch georeferencing to automatically georeference an entire dataset loaded from file without human intervention To batch georeference a dataset begin by loading a file into the dataset as described above Once the dataset 1s loaded click the Run Batch icon or select Batch Georeference from the georeference menu located at the top of the program window A batch status box will drop down from the top of the map display indicating that batch georeferencing is in progress Controls to pause exit and resume the batch are also displayed in the drop down box During batch processing of data all other georeferencing functions are disabled Once complete the batch status box will indicate that georeferencing 1s finished how many records were successfully georeferenced and the time it took to complete the job Click the exit batch button on the status box to close the box and return to GEOLocate The dataset now contains georeferenced data ius GEOLocate v 2 0 File Merz Help Batch Georeference Switch to User Input Options Multiple Point Support It is common for single locality strings to contain multiple phrases or keywords which each produce a different result Each resul
13. t returned by GEOLocate for a given locality record is represented as a red arrow on the map display Placing the cursor over one of the red arrows will display its pattern identifier in the lower left hand corner of the program window The pattern identifier is a text description of the pattern or keyword used to determine a coordinate and is intended to aid the user in georeferencing In addition to displaying multiple results GEOLocate will attempt to determine the best coordinate pair of the multiple result set and display it as a green marker on the map display For user input mode it is this best coordinate pair that is displayed as the calculated coordinates File input mode records the latitude and longitude of the best result in the computed latitude and longitude fields but will also record a comma delimited string of the multiple results in the multiple points field of the loaded dataset This string has the following format latitudel longitudel pattern identifier l latitude2 longitude2 pattern identifter2 Advanced Georeferencing Options Waterbody Matching If enabled GEOLocate will search the locality string for the names of rivers and streams If one is found GEOLocate will snap the calculated points to the nearest point on the waterbody This feature only works for U S localities and requires county data To iu GEOLocate v 2 0 enable select Waterbody Matching from the File emacs Help options menu under the geore
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