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Which set-up?

Four ways to work with Collect Earth, from one interpreter on a laptop to a whole team on your own server. In every one of them you decide where the data lives, who sees it and where it goes next.

Find your set-up

Every set-up needs an internet connection while interpreters work, because Collect Earth shows the imagery from Google Earth and the other imagery services. What differs is where the answers go. Answer two or three questions; you can change your mind later: a project can move from one set-up to another (see Moving between set-ups).

Who will assess the plots?

Your data, in every set-up

Collect Earth is built so that the data belongs to the project that collects it, not to the tool or to whoever runs a server. Whatever the set-up:

Where the data is, and who controls it

Set-upWhere the answers are keptHow they moveWho runs it
1. One interpreterA database on your computer, with the last ten backupsThey don't, unless you export themYou
2. Small team, local databaseEach interpreter's computer; the administrator's once importedAs export files the interpreters make and send: email, USB, a shared driveYou
2. Team, office databaseOne PostgreSQL database on your office networkStraight into the database at each save; nothing leaves the officeYour IT
3. Collect Earth CloudEach interpreter's computer, then your private project on cloud.collectearth.orgSent by Collect Earth over HTTPS a few seconds after each saveFAO, for free
4. Your own serverEach interpreter's computer, then your own serverAs in set-up 3, to your server's addressYou

Who sees what in a cloud project

In set-ups 3 and 4 the project is the boundary: each project's data is kept apart from every other project's, also inside the database.

WhoWhat they see
CoordinatorsEverything: every tab, names, quality per person, time spent per plot
ReviewersProgress, Map, Quality and Training, and their own work. No figures per person
CollectorsTheir own work only: My work and My quality
Funders with a progress linkProgress only, without names, until you stop the link
The server's administratorsNo project's data, unless they are members of the project. Their server page shows totals only, with projects by number, never by name
Anyone elseNothing. They cannot even tell the project exists
On cloud.collectearth.org, FAO's administrators create projects on request, and the administrator who creates yours starts as one of its coordinators. Once you are in, you can remove that account under People. Or ask FAO to let your own account create projects.

What the coordinators can always do

The four set-ups side by side

1. One interpreter2. Team, local3. Collect Earth Cloud4. Private server
Typical useA study, a pilot, one expertA small team that wants it simple, with no serverMost team projectsOrganisations that must keep data in-house
Where the data livesYour computerEach computer, or your office's PostgreSQLEach computer, and your private project on FAO's serverEach computer, and your own server
Who can see itYouWhoever you give the files or the database toThe people you invite, by roleThe people you invite, by role
Plots reach the coordinatorAlready thereThe administrator imports each person's exports; or at once, through the shared databaseBy themselves, within secondsAs in set-up 3
Giving out plotsNot neededOne plot file per person, by handOn the dashboard: whole files or divided automaticallyAs in set-up 3
ProgressMy dashboardMy dashboard on each computerWeb dashboard for the teamWeb dashboard for the team
Quality checks, training, time spentSelf-checks only (My dashboard › Quality)By handBuilt inBuilt in
Internet connectionAlways, for the imageryAlways, for the imageryAlways: the imagery, and sending plots to FAO's serverAlways: the imagery, and sending plots to your server
Who runs the serverNobodyNobody (or your IT, for PostgreSQL)FAOYou
CostFreeFreeFreeAbout 10 to 15 US$ a month

1. One interpreter, on one computer

Best for: a study, a pilot, the validation of a map, one expert's assessment.

  1. YouCollect Earth on your computer
  2. Your dataA database on your computer, with the last ten backups
  3. Only if you chooseExports: CSV, KML, XML, a Collect backup, a LULUCF package

Where your data is: in the database on your computer, and nowhere else.

The workflow

  1. Get the project file. Design the survey in Open Foris Collect's Survey Designer and export it as a Collect Earth project (.cep), with the plots of your sampling design.
  2. Open it with File › Import CEP file, or drag the .cep onto the Collect Earth window.
  3. Assess the plots. Each answer is saved as you go; press Submit when a plot is complete, and the next one opens.
  4. Follow your progress with Tools › My dashboard, including self-checks under Quality.
  5. Use the results: Tools › Analyse the data for tables and charts, Data Import/Export › Export data for CSV, KML or a Collect backup, and Tools › Generate LULUCF package for IPCC reporting.
Now and then, export a compressed XML and keep it somewhere other than the laptop, so a lost or broken computer doesn't take the work with it. You can move to a cloud project later and bring every plot along.

The details: Collect Earth for interpreters.

2. A small team, without a server

Best for: a small team that wants to keep things simple: no server, no accounts, nothing to install beyond Collect Earth. Also a team whose data may not leave its own computers. There are two ways to do it.

2a. The local database, with an administrator

  1. InterpretersEach works in the database on their own computer
  2. Export filesCompressed XML, sent by email, USB or a shared drive
  3. AdministratorImports them into one database with all the data

Each interpreter works in Collect Earth's own database (SQLite) on their computer. One person acts as the administrator, usually the coordinator: they prepare and give out the work, and bring everyone's plots together in their own Collect Earth, which then holds the complete data set. For a few interpreters this is often the simplest set-up of all.

Where your data is: on each interpreter's computer, in the export files they send, and on the administrator's computer once imported. It travels only as files you choose to send, by the route you choose.

  1. Administrator: prepare the project file, and split the plot file into one per interpreter with Utilities › Divide large CSV plot files.
  2. Administrator: give each interpreter the .cep and their own plot file.
  3. Interpreters: open the project, choose their plot file in Settings › Project, and assess the plots.
  4. Interpreters, regularly (every week, say): Data Import/Export › Export data (CSV, XML, backup or KML), format XML (compressed), choosing Records modified since the last export, and send the file to the administrator.
  5. Administrator: bring the files together with Data Import/Export › Import data (ZIP or CSV), which asks what to do with plots already there, and follow progress with Tools › My dashboard.
  6. Administrator: analyse and export the combined data, as in set-up 1.
A local database keeps one version of each plot. To compare two people's answers on the same plot, keep the second person's export apart, or use a cloud project, which keeps both.

2b. One shared database in the office

  1. InterpretersCollect Earth on each computer
  2. Your dataOne PostgreSQL database on your office network, run by your IT
  3. CoordinatorWorks on the same database

Where your data is: in one PostgreSQL database on your office network. The answers are not kept on the computers, and nothing leaves the office.

  1. Your IT: set up a PostgreSQL database on the office network, with backups.
  2. On each computer: Settings › Data storage › PostgreSQL, with the database's address and account.
  3. Coordinator: give each interpreter their own plot file. Never give the same plot to two people: the last save wins.
  4. Interpreters: assess the plots. Every save goes straight into the shared database, with no exports to carry.
  5. Coordinator: follow progress and export the data from any computer connected to the database.
If Collect Earth cannot reach the database when it starts, it uses the computer's own database instead. Check Settings › Data storage on each computer before the work starts.

3. Collect Earth Cloud

Best for: most team projects, from a handful of people to a national team.

  1. InterpretersCollect Earth saves each plot on their computer first
  2. Your private projectOn cloud.collectearth.org, within seconds
  3. CoordinatorsWeb dashboard: progress, quality, downloads

Where your data is: on each interpreter's computer first, then in your project on cloud.collectearth.org, the free server run by FAO. Only the project's members see it, each according to their role (see Who sees what), and the coordinators can download or delete it at any time.

  1. Coordinator: ask FAO for a project on cloud.collectearth.org, or for your account to be allowed to create projects. Work already done on a computer can be the start: From a Collect Earth backup.
  2. Coordinator: upload the .cep on Project file, and add the plot files on Plot files, or make them there with Design the plots.
  3. Coordinator: on People, make invitation links (as Collector, Reviewer or Coordinator, limited in uses and time) and send them.
  4. Coordinator: give out the plots: whole files, or Divide plots evenly or by a column such as province, with an overlap for blind quality checks.
  5. Interpreters: install Collect Earth, choose File › Join cloud project..., paste the link, and choose their assigned plot file in Settings › Project. Collect Earth downloads the project by itself.
  6. Interpreters: assess the plots as usual. Each save reaches the server within a few seconds; if the connection drops for a moment, the plots wait on the computer and go as soon as it is back.
  7. Coordinator: follow Progress, People, Map and Activity; check quality with blind checks, reference plots and the review queue; train the team with calibration and learning sets.
  8. Coordinator: on Data, download every answer with the final decisions (CSV, GeoJSON, KML, shapefile), open the analysis with the IPCC uncertainty, or take a Collect Earth backup.
  9. Coordinator: when the work is over, close or archive the project, or delete it with everything in it (Settings).
Two people's answers on the same plot are both kept and compared, which a local database cannot do.

Every screen: Running a cloud project; the interpreter's side: Join a cloud project.

4. Your own server

Best for: organisations that must keep their data in-house, or that want their own Collect Earth Cloud for many projects.

  1. InterpretersCollect Earth saves each plot on their computer first
  2. Your serverYour Google Cloud project, or your own hardware
  3. CoordinatorsThe same web dashboard

Where your data is: on your team's computers and your own server only. The server's administrators see no project's data unless they are members of it, nobody else, including FAO, can see it, and the server sends no usage data anywhere unless you switch it on.

  1. Your IT: install the server, on Google Cloud with the guided deploy.sh in about 20 minutes (about 10 to 15 US$ a month, with nightly backups), or on any Docker host with PostgreSQL.
  2. Your IT: open the server's address, type the setup code, and create the administrator's account.
  3. Administrator: in the server settings, leave Anyone can create an account off, so people only join through invitations, and choose Who can create projects.
  4. Coordinators and interpreters: from here on, exactly as in set-up 3, on your server's address. The invitation links carry the address, so interpreters never type it.
  5. Your IT: keep the server up to date (run deploy.sh again) and test restoring a backup once before the work starts.

The details: Your own server.

Moving between set-ups

Nothing ties a project to the set-up it started in.

What else leaves the computer

Collect Earth sends your answers only where you send them. A few other things travel, and it is worth knowing which: