1

Re: Recorder Training Documents

Hi all,

In August i'm giving some Recorder 6 training to a group of recorders.  I am currently writing some basic, tailored user guides to supplement Recorder's Help files. 

My question is, does anyone have any existing 'home-grown' documentation used for training purposes they would be willing to let me read through? 

I want to cover basic actions from how to add a survey, to more complicated reporting like how to meaningfully compare the data collected on two or three different years etc. 

If anyone could help me with some examples or previously written user guides or training manuals I would be very grateful. 

Thank you in advance,

Catherine

Catherine

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Re: Recorder Training Documents

Hi Catherine,

Unfortunately, I don't have anything written down. There is a great need for this sort of task-based 'how-to' documentation like the "how to compare data collected over two or three years" example you cite. If anybody does have any such documentation written down, I'd be willing to collate it and put it up onto the wiki so that all could benfit.

Any takers?

Charles

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

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Re: Recorder Training Documents

Charles,

Do you have the TSD?  If so, would you be willing to translate the XML Reports spec from their onto the Wiki?  I think there are a few people around who would like to have this information.

Cheers

John van Breda
Biodiverse IT

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Re: Recorder Training Documents

Hi All,

A very fine morning to you!

I have a manual that I wrote and having been teaching volunteers from since May. Now, as you'll be aware of, every installation of R6/2K is tailored for its needs and most of what we are looking for at this stage in the project is accurate data entry using the standard 'built-in ' methods.

You may have seen other posts where we've been discussing the strong possibility of bypassing these techniques in favour of using an intermediatory stage such as Excel, and then simply importing them. However, I feel that before I can ask volunteers to start to design these, they need a thorough grounding in the standard methods. Not least because during the checking process, they become comfortable with how the 'Observation hierarchy' works. I have a template that is doing the rounds for consulting at present & can upload that when it's been tweaked some more.

The other factor here is I wrote this for SWT (Scottish Wildlife Trust, not South West Trains as some friends originally thought!), so I suppose they own the publishing rights to it. I have discussed posting sections of it for the wiki, which they've agreed to but have been a bit bogged down at the moment.

So what I will do is mail it to each of the above posters with the understanding that it for research and review purposes. How does that sound?

Cheers now, Rob.

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Re: Recorder Training Documents

John: I do have the TSD and yes, I can probably have a go at translating the spec. It would have to be a spare time thing, though (I forgot to mention that in my original post).

Rob: sound good, please do send it over.

While we're talking on this subject, are there any areas of Recorder others feel could be better documented? What about related, but not strictly Recorder topics, such as SQL tips, SQL Server info, how to install a View or user defined function, etc., etc?

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

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Re: Recorder Training Documents

Thanks for the manual Rob, i'm reading through it now! 

Yes Charles I think some more 'how to' on sql and reporting mechanisms would be beneficial!

Thanks again,
Catherine

Catherine

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Re: Recorder Training Documents

Hi everyone!

This is thread is very apt as following the Recorder meeting we wanted to gather everyone's thoughts on how the Getting Started Guide and the Online Help in Recorder could be improved, as well as looking into providing additional tutorials that users would find beneficial.

If anyone has any additional suggestions regarding the above please let me know. I have already started to compile a list of some of the more basic changes that need to be made including spelling mistakes, fixing the screen movies etc. When I have a more comprehensive list (I'm starting with the Getting Started Guide) I will publish this on the forum for comment.

Many Thanks,

Sarah,
Biodiversity Information Assistant,
JNCC

Sarah Shaw
Biodiversity Information Assistant
JNCC

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Re: Recorder Training Documents

I've used a Help compiler (Robohelp - silly name but an industry standard) over the past few years to produce standard .chm Help files, one of which is our "Recorder Guide".  I've concentrated on detailed methodologies for procedures such as our Local Wildlife Sites or answering commercial enquiries. It's thus configured to the way we work at LERC.
I would prefer this means of instant access to procedures over Online Helps which are horrendously slow and complex (causing people to give up before they find the answer they are seeking) as they can be adjusted to answer the most frequently asked questions.
Ideally I would like to have the "MapIDs" of all the context-sensitive parts of the Recorder application so that users, on pressing F1, instead of getting the standard Recorder Help, would get our own, customised Help. Perhaps this is a little extreme as it would mean my swapping Recorder's Help file for my own. To get around this problem therefore, it might be nice if there were at least a "User's Help" option on the drop-down menu which gave access to to one's own Help menu (easily configured - that's just a line in the Registry). Getting more sophisticated one could also have programmable buttons on the toolbar which gave access to procedures etc. or even a "User Help" button on each of the main windows (I notice that there is not even a standard Help button on any of these).
I don't think I can easily post this .chm due to our firewall, I'll see if I can get it out to you all somehow (apologies in advance for its untidiness)

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Re: Recorder Training Documents

Hello Sarah

I would suggest that the section on error reporting becomes far more user-friendly. For example, a list of which errors are caused by which processes: Eror Code 6/23 etc..

Following up on Charles' questions, and echoing Catherine, more intuitive help with sql & xml reporting is a fine move in the right direction as well.

Darwyn, am I correct in assuming that your help files are more dynamic and can be changed to reflect new ideas, techniques etc?

Cheers now , Rob.

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Re: Recorder Training Documents

Yes Rob. Because I have the full editor for these chm files I can theoretically do anything you have seen in the best Help files (although its hard nowadays to find very good examples) and change the text and structure to reflect changes in procedure. The link to the chm file sits on everyone's desktop on our little network so procedural revisions are at everyone's fingertips. The application, incidentally, outputs in WebHelp too so that means you can incorporate your Help (in its own skin) into an Intranet and presumably Internet.
Sarah's got my file but is experiencing problems in posting it on this site. Sorry.

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Re: Recorder Training Documents

I would suggest spending some time documenting the theory and practise behind the whole multi-checklist system in Recorder. This is still a massive cause of confusion for new (and even veteran) users of Recorder 2002/6. Things have got better since 6 came out, but it's still confusing.

For instance, I had someone contact me today saying that running a report wizard on 'marbled white' revealed no records, even though they knew they had quite a few. It turns out they were looking on the LEPS checklist for marbled white (Melanargia galathea). The trouble is, they had entered their marbled white data using the Recorder 3.3 checklist, and the only 'marbled white' on there is for Melanargia galathea subsp. serena (the non-sub-species doesn't have a common name). So they had a bunch of records for the subspecies and when they searched for the (non-sub)species marbled white on the LEPS list they got nothing back. Confused yet? I am, and I'm not even sure my explanation is correct. The point is, the multi-checklist system makes for an extremely confusing layer of complexity. So really clear documentation on how the dictionaries work, and how reporting on them works might be of help.

Looking into this issue led me onto another really confusing aspect of Recorder that I don't think documentation can help with, but it might. If you right-click on a taxon in the dictionary browser, then select Quick Reports you get a list of 'quick reports' to run. These are unintuitive and, in many cases, non-working. For instance, in my case if I right-click on Marbled White (Melanargia galathea), I get a list with the following:

1. Occurrences for Places Report
2. Places for Occurrences Report
3. HW
4. Name - Date - Grid - Abundance
5. Patrick Quick Report
6. Species Reports >

Now, the first two, apart from having confusing names, don't appear to work half of the time. They don't work because they don't appear to be using the nameserver. In other words, you have to right-click on the taxon within the checklist the taxon was originally recorded from for these first two to work. I would suggest ditching these instead of keeping them on in their current, highly unintuitive, state. They just make Recorder appear to be broken. Perhaps these reports can be reworked using the new XML Reports features coming in 6.9? John: would that be possible? Alternatively, they need to be fixed to work with the nameserver.

The next three (3 4 and 5), which are in there as a result of saving reports at the end of the report wizard process, produce results, but they are totally unexpected results. Instead of getting a list of marbled whites with their sub-species along with the attributes I had specified in the report wizard, I get a list of hymenopterans! At least I get the attributes I expect.

The only item(s) on this list that do work are the ones behind #6 which are my XML Reports.

None of this can really be solved with good documentation, but by simply fixing or removing the non-working stuff, and perhaps dividing up the menu with some visual dividers do give the user some clues as to what they're being presented with, you've gone some way to lessen the reliance on documentation.

Hope that's helpful!

Charles

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

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Re: Recorder Training Documents

How about an FAQ section for the documentation? You could ask the Recorder Experts (aka resellers) what questions they get asked the most, and I'm sure we could come up with a few here. Here's a few to get you started:

How do I list all records of species x?
How do I get a list of all my records?
How do I do a species list for a location?
How do I list all records for a particular location?
Why are there so many checklists?
Which checklist should I use?
What is the difference between 'Location' and 'Location Name'?
Where do my records go when I enter them?
What is an 'event', a 'sample' and an occurrence?
Why are there 3 dates for my records (event date, sample date, determination date)?
Why is location information (Location, Location Name and Spatial Reference) stored twice (in Event and Sample)?
What's with all the 'funny language' such as 'Spatial Reference' and 'Biotope'?

And so on. :) Perhaps the FAQ could be started on the Wiki?

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

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Re: Recorder Training Documents

Thank you everyone for your suggestions. They have all been added to my list!

I have now placed the initial Recorder 6 development plan on the uploads page see:

'Outline of Recorder 6 Development Plan' http://forums.nbn.org.uk/uploads.php

Updates on our progress to follow.

Thank you Charles for your suggestion regarding FAQ's - I will make sure I mention this to the resellers and use some of the examples you have provided.

Please feel free everyone to add more suggestions if you think of any. I am reviewing the forum on a regular basis to identify problems, issues and any other comments.

Thanks again,

Regards,

Sarah

Sarah Shaw
Biodiversity Information Assistant
JNCC

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Re: Recorder Training Documents

For info:

The draft document of suggested improvements to the Getting Started Guide, Online Help and other Recorder 6 documentation is now available via the uploads page, please see

"Suggested improvements 10 Aug 06" at http://forums.nbn.org.uk/uploads.php

Many thanks,

Sarah

Sarah Shaw
Biodiversity Information Assistant
JNCC

Sarah Shaw
Biodiversity Information Assistant
JNCC