Weed Manager Resources, Applications and Techniques
Updated October 30, 2018
Weed Manager (WM) is a system which enables organizations engaged in land management
to track weed infestations and treatments over time.
If you are unfamiliar with Weed Manager, please see
this presentation of the system's capabilities.
Below is a description of various WM resources and component applications
Using this application, you can view, enter or edit a
plant observation record.
The same projects and forms
are available in both the Observer Pro phone app and POE.
If you are a member of a Weed Manager organization,
then you have access to certain projects and forms
specific to that organization.
When you use POE to edit a record made with
Observer Pro, it will come up with the same
project and form used to enter it.
However, you can also change the project and form of a record
from within POE.
For instance, suppose a record was originally entered with
the Simple Data Collection form.
Using POE, you could change it to a project that
has the Weed Data Collection form, and
then fill in the weed related fields that are not present in
Simple Data Collection.
POE can also be used to enter new records.
When entering a new record, choose your organization from the
drop down, and then choose one of your organization's projects.
As soon as you have chosen a project, the page below will be filled
with the data collection form that goes with that project.
The Group Observations application
makes all records owned by an organization
available to all members of that organization.
The results include both published and
The results can viewed through one of several column sets,
such as Basic Data and Weed Data Export.
As a member of a Weed Manager organization,
there are additional column sets are available,
one for each of the data collection forms that your organization uses.
By choosing a column set that corresponds to one
of your organization's data collection forms,
you can download all of the data you collected
(including any special fields such as those related to treatment).
The results can be downloaded in several flat file
formats, as JSON or GeoJSON, or as a shapefile.
This application is similar to Group Observations,
except that you can search for records from
multiple groups at the same time.
This can be useful if you are a member of more than one
Weed Manager organization.
If you are the owner of a group (or have the Data Czar role
within a group), use this application to view and edit existing projects,
or to add new projects.
When you are adding a new project, enter a name and a
description, and choose a data collection form.
(This app will preview the various data collection forms which are available.)
optionally also choose a starting location and a plant list.
If you are a member of a group, use this application to view
the various projects defined for that group.
With this application, you can
view and edit any of the lines and polygons you have drawn
or uploaded to Calflora.
You can also draw a new line or polygon,
upload a shapefile with polygons or lines in it,
or upload a KML tracklog.
Each shape record optionally has a name.
If you give a polygon record a name, you can use it in searches;
eg. from within Observation Hotline or Group Observations.
Each shape record also has a declared purpose.
The presumed purpose for any polygon with a name is search.
The presumed purpose for any line or polygon entered as
part of entering a plant observation without treatment information
The presumed purpose for any line or polygon entered as
part of entering a plant observation with treatment information
If you need a custom plant list for one of your organization's
projects, use this application to define it.
(When using the Observer Pro phone application,
having a short plant list can sometimes speed data entry.)
If you are the owner of a Weed Manager group, you have ultimate administrative
control over that group, in the sense that you can add members,
remove members, and assign roles to members. Below is a description of
the currently available roles.
The owner can add and remove members, and assign roles to members.
A data czar can
edit any observation record in the group.
A team leader has a few editing priviledges that a regular member does not have; see below.
A regular member can add records and edit their own records with
Plant Observation Entry.
A regular member can view all group records with
A nominal member is able to add records to the group,
into any of the projects defined for that group.
A nominal member cannot use any of the supporting applications.
With respect to the supporting applications,
a member's role determines what he or she is able to do.
A regular member can use this application to view data
if the policy to limit access for regular members is not in effect.
A team leader and a data czar can use this application.
A regular member can view projects. A team leader
can edit an existing project, but not make a new project.
A data czar can edit an existing project and make a new project.
Work Session Entry:
A regular member can view records.
A data czar or a team leader can edit records.
Plant Observation Entry:
A nominal member can view
added by other members of the group,
but only in the same way that a non-group member would see them:
that is, without any form specific details (without treatment information).
If your organization
is responsible for certain regions, and
has desktop GIS files with the boundaries of those regions,
Once uploaded, the region polygons
will become part of your organization's portfolio of shapes.
There are two immediate benefits:
The region polygons become available for searching
purposes (to all members of the organization) from
applications such as Group Observations, Observation Hotline,
and What Grows Here?
When a member of your organization enters a new record,
and coordinates of the record fall within the boundaries of
one of the regions, the Region field of the record will
be assigned the name of the region.
This applies to records coming in from the phone or from the web.
How to do it:
Make sure your regions are available as a shapefile, including
the projection (.prj) file component.
Shape Editor application,
In Step 1, you will upload the shapefile from your computer to a
temporary table on the server.
In Step 2, choose which attribute from the shapefile
contains the name of the region.
Set the value of group to your organization.
Set the value of purpose to REGION.
The next time you do a search from the Shape Editor,
you should see them.
Using the Polygons
To use one of the region polygons as a search area in
SAVED SEARCH POLYGONS,
and choose the region by name from the drop down list.
PROJECTS AND ACCOUNTING
Why define a new project?
A project is an organizational device for isolating
observation and treatment records, so that they can be
easily searched for and reported on.
In Weed Manager,
work session data is associated with observation and treatment data
by project and date.
Once a project has been defined, and records have
been added to it,
it is possible to correspond work session information
with observation and treatment information.
In other words, when you see some observation and treatment
records for a certain project on a certain day, you will be
able to to tell how many hours your organization spent doing that work.
With this in mind,
if your organization is going to be tracking work session information,
then the best reason to define a new project is for
For instance, if you are going to need to account for all work in
a certain area, then it makes sense to define a project
just to contain data about that area.
If all work in the area is added to the project,
then later you will be able to report on work in the area
simply by selecting the project.
Saved searches are the way to limit what
records you will see in Observer Pro for a particular project.
They are also a useful way to share a set of interesting records
with other people, either inside or outside of your group.
Saving a Group Observations Search
Searches can be saved directly from
Group Observations: 1. do the search;
2. open TOOLS
and SAVED SEARCHES;
3. enter a name for the current search; and
4. press .
A search saved in this way will be immediately accessible to
anyone in your group, and will not be accessible to anyone
outside of your group.
Saving an Observation Hotline Search
To save a search from
1. do the search; 2. copy the URL;
3. go to
My Calflora / Searches;
4. press Add another search;
5. enter a name for the search, and paste in the copied URL;
4. press .
To edit the search you just saved, click on
just to the left of the record.
If you want your saved search to be available to one of your groups,
edit the record, and choose a group from the group drop down.
In a Group Observations search, all records
must come from the same group. However, in an Observation Hotline search,
you can mix published records from various sources.
So, if you need to see records from other sources from inside Observer Pro --
for instance, observations of weeds from casual observers --
you can accomplish this by means of an Observation Hotline search.
Using a Saved Search for Historical Records in Observer Pro
Once you have saved a search, you can use it to control which
historical records appear for a particular project in Observer Pro.
To do so, go to
Project Setup, choose your group, choose the project,
and press .
Any searches that have been saved associated with the group
(by you or by anyone else in the group) will appear in the
HISTORICAL RECORDS (saved searches) drop down. Choose the
relevant search, and then save the project record.
More details are available in
Project Setup Help.
POPULATION RECORDS; THE REFERENCE POLYGON
When a history stack has polygons. a population record is automatically created for it.
The population record is linked to the stack by means of root record ID.
One of the polygons that belongs to a record in the stack becomes
the reference polygon for the stack.
Typically, the reference polygon is the polygon from the oldest record in the stack.
It may also be the largest polygon of any record in the stack.
The reference polygon is used to represent the stack in graphical situations
where many records with polygons are displayed at the same time; for instance,
in the Nearby function of POE, or in the Plant Distribution application.
A population record also has two other optional fields: ease of access (how easy is it to get to the population), and priority (how important is it).
You can change the reference polygon in POE when you are editing any one of the records in the stack.
(bottom left) to open the population record editor.
The REFERENCE POLYGON drop down has the identifier of each polygon used
by a record in this stack. To see the current reference polygon as a blue outline,
check Show the reference polygon on the map.
When the polygon of the current record is showing in red, and the
reference polygon is showing in blue, you can easily see the difference.
A patch that has grown larger since the original record:
A patch that has shifted since the original record:
A patch that has been reduced by treatment since the original record:
COORDINATION BETWEEN APPLICATIONS
(Running more than One Application at the Same Time)
The Weed Manager system includes about twenty web applications.
These applications coordinate with each other through the database
on the server. However, if you make a change in application #1
that affects application #2,
and you are already running application #2, the change will not
be automatically communicated to the running version of application #2.
You will have to reload application #2 to see the change.
For instance, suppose you have the Group Observations application open,
you have chosen a plant list call "Early Fall Blooming Herbs",
and you are looking for the plants on that list in a certain area.
Then you open the Plant List application, add a new plant to
the "Early Fall Blooming Herbs" list, and save the list.
At this point, the database has the lastest version of the list.
But, back in the your running version of Group Observations,
it is still using the old version of the list.
To get the latest version of the list,
you must reload Group Observations. To do so, simply press the browser refresh button.
You can download the records you have been collecting in Weed Manager
Group Observations application --
do a search, then open
TOOLS / DOWNLOAD RESULTS.
When you download a shapefile, the attribute names are deliberately shortened
in accordance with this
Some Weed Manager users have encountered
capacity problems when they loaded large numbers of historical observations onto Observer Pro.
Here are some techniques to control how many historical observations are loaded onto Observer Pro
when you do a REFRESH.
If you are able to edit projects, then for each project, use
a saved search to determine which historical observations are loaded
for that project. If you do not assign a saved search, then all observations
in that project will be loaded. With a saved search, you can limit
the historical observations available in Observer Pro to just those
that you are going to need in the field.
For each active organization, you can choose one or more projects.
During the next REFRESH, historical observations will only be loaded
into Observer Pro for the selected projects.
Practically, using this feature to control what project data
is loaded onto the phone can make a huge difference in the time
it takes to do a REFRESH. Also, when less historical data is loaded,
Observer Pro responds more quickly, and you may able to find
the plant populations you are looking for more easily.
Note that choosing active organizations and projects is a personal preference.
If another member of your organization needs to work on different
projects from you on the same day, they can set it up with their own preferences.
BACKGROUND LINES AND POLYGONS
Observer Pro (Android) now has the ability to show
background lines and polygons which are not connected to an observation.
This can be useful if there is a certain discrete area -- eg. a trail --
that you need to survey periodically.
If a line representing the trail appears on Observer Pro's map
when you are in the field, then you can easily tell when you get close.
To select a shape to be uploaded to Observer Pro, click on the purple dot,
and then check the "Available in Observer Pro?" checkbox. (Once you
check or uncheck this checkbox, the choice is written immediately to
The next time you do a REFRESH from Observer Pro, your selected shapes
will be uploaded. They will appear on the map whenever you make an
observation for that organization.
The choice of background polygons is per user and per organization. If there
are several members of the organization in the field on the same day, they each might choose
different background lines and polygons. You can load as many shapes
as you want onto the phone. However, if you upload a lot of complicated shapes
(each with many vertices), it could potentially slow down the performance of Observer Pro.
On the phone, each background shape is drawn as a yellow line.
With the "Map" background selected, the yellow line can be difficult to see, but with
"Satellite" selected, it really stands out (see the screenshot on the right).
The background shapes are not labelled when they appear on the Observer Pro map,
so it is a good idea to be familiar
with your chosen shapes before you are out in the field.
Weed Manager is available as a subscription.
to start a new Weed Manager subscription.
Calflora is an equal opportunity provider and employer.
In accordance with Federal law and US Department of Agriculture policy,
Calflora is prohibited from discriminating on the basis of race, color,
national origin, sex, age, or disability. (Not all prohibited bases apply to all programs.)
To file a complaint of discrimination, write USDA, Director,
Office of Civil Rights, Room 326-W, Whitten Building, 1400 Independence Avenue,
SW, Washington, DC 20250-9419 or call (202) 720-5964 (voice and TDD).
USDA is an equal opportunity provider and employer.
The following organizations have provided
the principal funding for the development of the
Weed Manager system:
USDA Forest Service
Marin County Parks
National Park Service
(San Francisco Bay Area Network of National Parks)