SMART Mobile Manual

Version 2.0 2022-08

Zoological Society of London (ZSL)

Purpose
The purpose of this training resource is to provide a guide on how to configure
SMART Mobile and use it to collect field data. The intended target groups for
training are field rangers, other frontline staff and ecological monitoring staff who
work on site in terrestrial and marine protected areas, community conservancies,
private reserves and other conservation areas.

Acknowledgements
The training handbook was prepared by the SMART Training Taskforce, a group of
dedicated SMART users who work broadly across geographic regions, sites and
situations where SMART is being implemented, in terrestrial and marine
environments. The Training Taskforce is one working group under the SMART
Partnership which currently comprises the following organizations: Frankfurt
Zoological, Global Wildlife Conservation, North Carolina Zoo, Panthera, Peace
Parks, Wildlife Protection Solutions, WCS, WWF, and ZSL.

Overview
This training resource covers the practical aspects of field data collection using
patrol forms, navigation using GPS, data recording on handheld devices using
SMART Mobile in conjunction with configured data models, and data upload to
SMART. The section of the handbook discusses the installation and configuration of
SMART Mobile. The second section covers data capture in the field. The final section
covers troubleshooting and frequently asked questions.

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Table of contents
SMART Mobile Manual 1
Purpose 2
Acknowledgements 2
Overview 2
Table of contents 3
1. Introduction 9
1.1. What is SMART Mobile? 9
1.2. Related resources 9
1.2.1. Resource Library 9
1.2.2. Community Forum 9
1.2.3. Tutorial videos and more 9
1.3. Acknowledgements 10
2. Demo of SMART Mobile in action 11
2.1. Step 1: Get SMART Mobile 11
2.2. Step 2: Connect to a SMART Package 11
2.3. Step 3: Capture data 11
2.4. Summary 13
3. Installation 13
3.1. Supported operating systems 13
3.2. Apple AppStore 13
3.3. Android Play Store 13
3.4. Android APK 14
3.5. Windows desktop 18
4. Kiosk mode 19
4.1. Installation 20
4.2. Preparing the device 23
4.3. Desktop configuration 26
4.4. Field operation 27
5. Retrieving data 28
5.1. USB cable 28
5.2. Connect 30
5.3. Collect 31
6. Configuration 31

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6.1. Data model 31
6.1.1. Category 32
6.1.2. Attribute 32
6.1.2.1. NUMERIC 32
6.1.2.2. TEXT 33
6.1.2.3. LIST 33
6.1.2.4. MULTI LIST 34
6.1.2.5. TREE 34
6.1.2.6. BOOLEAN 35
6.1.2.7. DATE 35
6.1.3. Required 36
6.1.4. Regular expression validation 36
6.2. Configurable data model 37
6.2.1. Top level Group 37
6.2.2. Group 38
6.2.3. Category 38
6.2.3.1. Photos 39
6.2.3.1.1. Additional photo settings 39
6.2.3.2. Audio recording 40
6.2.4. Attribute 41
6.2.4.1. Help content 41
6.2.4.2. NUMERIC 42
6.2.4.3. TEXT 43
6.2.4.4. LIST 44
6.2.4.5. TREE 46
6.2.4.6. Attribute Groups 46
6.2.5. Collect multiple observations 47
6.2.6. Data Collection Options 49
6.2.6.1. Signatures 50
6.2.6.2. Distance and bearing 52
6.2.6.3. Track observer 52
6.2.6.4. Distance and bearing, Track observer for Surveys 52
6.3. Packages 53
6.3.1. Package logo 53

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 6.3.2. Package types 55
6.3.2.1. Patrol package 55
6.3.2.2. Survey package 56
6.3.2.3. Collect package 56
6.3.2.4. Independent Incident Package 56
6.3.3. Model settings tab 57
6.3.4. Patrol metadata tab 58
6.3.4.1. Transport type 58
6.3.4.2. Armed 60
6.3.4.3. Team 60
6.3.4.4. Station 61
6.3.4.5. Mandate 62
6.3.4.6. Objective 63
6.3.4.7. Comment 63
6.3.4.8. Members 63
6.3.4.9. Leader 65
6.3.4.10. Pilot 65
6.3.5. Basemap settings tab 66
6.3.5.1. Custom files 68
6.3.5.2. Other layers 68
6.3.6. Connect tab 69
6.3.6.1. Data uploads 70
6.3.6.2. Position updates 71
6.3.6.3. Package URL 71
6.3.7. Alerts 71
6.4. Routes 73
6.4.1. Creating route points and lines 74
6.4.2. Viewing routes 75
6.5. Device Settings 76
6.5.1. General tab 76
6.5.1.1. Incident group UI 77
6.5.1.2. Kiosk mode 78
6.5.1.3. Kiosk mode exit pin 78
6.5.1.4. Can pause 78

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 6.5.1.5. Disable editing 78
6.5.2. GPS tab 79
6.5.2.1. Sighting fix count 80
6.5.2.2. Track Timer 80
6.5.2.3. Use time from GPS 80
6.5.2.4. Format 81
6.5.2.5. Skip button timeout 81
6.5.2.6. Manual GPS entry 81
6.5.3. Theme colors 81
6.5.4. Photos 83
7. General usage 83
7.1. Connect tab 83
7.1.1. USB cable 83
7.1.2. Connect 86
7.1.2.1. Uploading a package 86
7.1.2.2. Installing from a server 87
7.1.2.3. Installing from a Package URL 88
7.1.2.4. Installing with a QR code 90
7.1.3. Collect 91
7.1.4. Scan QR code 92
7.2. Projects tab 93
7.2.1. Exported data 94
7.2.2. QR Code 95
7.2.3. Send package 95
7.2.4. Update 95
7.2.5. Reset data 96
7.2.6. Delete project 97
7.3. Map page 98
7.3.1. Features 98
7.3.2. Data overlay 100
7.3.3. Compass overlay 101
7.3.4. Goto overlay 102
7.3.5. Layers 103
7.3.6. Identify 104

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 7.4. Settings tab 105
7.4.1. Check for Project updates 105
7.4.2. Language 105
7.4.3. Dark theme 106
7.4.4. Metric units 106
7.4.5. Font size 106
7.4.6. Coordinates 107
7.4.7. GPS accuracy (meters) 108
7.4.8. Simulate location (desktop only) 108
7.4.9. Upload requires WiFi (Android only) 108
7.4.10. Bug reports 108
8. Project usage 109
8.1. Patrols and Surveys 109
8.1.1. Start patrol 109
8.1.2. End patrol 109
8.1.3. Pause patrol 110
8.1.4. Resume patrol 110
8.1.5. Change patrol 111
8.1.6. Statistics 111
8.2. Independent incidents 112
8.3. History 112
8.4. Editing 113
8.5. Export data 114
8.6. Settings page 114
8.6.1. Language 114
8.6.2. Dark theme 115
8.6.3. Routes 116
8.6.4. Change project 117
8.6.5. Exported data 117
8.6.6. Configuration view 117
8.6.7. Recover Connect data 118
8.7. Collecting data 118
8.7.1. Adding observations 118
8.7.2. Adding observations with ‘Incident Group UI’ 118

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 8.7.3. Delete observations and groups 120
8.7.4. Setting attributes 120
8.7.5. Reset attributes 120
9. Troubleshooting 121
9.1. Creating a bug report 121
9.2. Recovering Exported data 121
9.3. Recovering Connect data 122
9.4. Waiting for time correction 123
9.5. Android device data 123
10. Frequently Asked Questions 123
10.1 On which types of patrols should there be data collection? 124
10.2 Which observations should be recorded? 124
10.3 What handheld devices/smartphones should we buy for our protected
area? 124
10.4. What should we do if SMART Mobile device stops working during a
patrol? 125
10.5. What should we do if GPS battery dies? 125
10.6. What should we do if we run out of datasheets? 125
10.7. What should we do if the camera stops working/battery becomes flat?
125
10.8. I am running SMART on a Mac computer but cannot import patrols from
SMART Mobile, why? 125
10.9. My Android device will not connect to my computer and I can’t install
CyberTracker/import patrols, what can I do? 126
10.10 Android settings and troubleshooting SMART Mobile 127
SMART Partners 132
SMART Values 132

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1. Introduction
This manual describes the functions and usage of the SMART Mobile software
application.
The intended audience is users of the SMART Desktop application who are
configuring field data collection. Field users or rangers may also use this manual to
understand the various configurations and how they function.
The manual does not describe the SMART Desktop application, although it may
make reference to various desktop configuration options. Readers are encouraged to
learn the desktop application before reading this manual.

1.1. What is SMART Mobile?

SMART Mobile is a mobile phone application that is used by rangers to capture data
from the field.

The SMART Desktop application defines the data model and SMART Mobile uses this
definition to prompt the rangers to collect data.

Rangers capture data and then download it into SMART Desktop for reporting and
analysis.

1.2. Related resources

1.2.1. Resource Library
SMART Conservation Tools maintain a resource library:
https://smartconservationtools.org/Resources/Resource-library
This includes many documents and guides for leveraging and extending SMART
features. Readers are encouraged to use the library to grasp the core concepts ahead
of using this manual. For example, a Patrol is a set of related observations and
attributes. This term will be used through the manual.

1.2.2. Community Forum

There is a moderated community forum which is responsive to questions and
comments:
https://forum.smartconservationtools.org/
When reporting an issue, it is very helpful to attach a bug report.

1.2.3. Tutorial videos and more

Additional resources related to SMART Mobile may be found here:

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https://cybertrackerwiki.org/smart/

1.3. Acknowledgements
The training handbook was prepared by the SMART Training Taskforce, a group of
dedicated SMART users who work broadly across geographic regions, sites and
situations where SMART is being implemented, in terrestrial and marine
environments. The Training Taskforce is one working group under the SMART
Partnership which currently comprises the following organizations: Frankfurt
Zoological, Global Wildlife Conservation, North Carolina Zoo, Panthera, Peace
Parks, Wildlife Protection Solutions, WCS, WWF, and ZSL.

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2. Demo of SMART Mobile in action
This section describes how to quickly see SMART Mobile in action. The idea is to try
it out on an Android or iOS device and help to create an understanding of what it is
by example.

This is a disconnected example, so do not capture important data. This demo

requires an iOS or Android device with internet access.

2.1. Step 1: Get SMART Mobile

Search for and install “SMART Mobile for Conservation”:
iOS AppStore:
https://apps.apple.com/us/app/smart-mobile-for-conservation/id1546455676?platform=iphone

Android Play Store:

https://play.google.com/store/apps/details?id=org.cybertracker.mobile.sm&gl=US

2.2. Step 2: Connect to a SMART Package

Scan the following QR Code on your phone. It will download and install a sample
package into SMART Mobile.

2.3. Step 3: Capture data

Tap REPORT INCIDENT, Make observation, Wildlife

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Tap Wildlife - direct observation, then try tapping on some of the options and
entering data.

Tap the icon in the top right corner. Then tap the Save button at the bottom.

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2.4. Summary
The example shows how to acquire SMART Mobile and use it to capture a single
observation. There are many options and configurations available and these will be
explored in later sections.

3. Installation
SMART Mobile is a software application and therefore must be installed before use.
There are several ways of doing this and the choice depends on the scenario and
requirements. Each approach has advantages and limitations.

3.1. Supported operating systems

SMART Mobile is supported on Android, iOS and Windows Desktop. The latest
version of each platform is recommended, but older versions are supported.
iOS requires version 14 or higher.
Android requires version 6 (Marshmallow) or higher. It is recommended that
testing is conducted on a device prior to purchasing a larger number of devices.
Strength of GPS signal, battery life and other attributes vary substantially from one
manufacturer to the next.
Windows Desktop running Windows 10 or higher. This version is maintained for
training purposes only and is not supported as a way to capture field data.

3.2. Apple AppStore

SMART Mobile is available on the Apple AppStore by searching for “SMART Mobile
for Conservation” or the link:
https://apps.apple.com/us/app/smart-mobile-for-conservation/id1546455676?platform=iphone

This version will be routinely updated to resolve issues and add new features.
Limitations:
- SMART Connect is required as there is no support for USB cable transfer
- Kiosk mode is not supported on iOS.

3.3. Android Play Store

SMART Mobile is available on the Google Play Store by searching for “SMART
Mobile for Conservation” or the link::
https://play.google.com/store/apps/details?id=org.cybertracker.mobile.sm&gl=US

This version will be routinely updated to resolve issues and add new features.

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Limitations:
- Kiosk mode is not supported on this version. Use the APK version if kiosk
mode is required.

3.4. Android APK

SMART Mobile can be installed directly onto an Android using an APK. An APK is a
single file that holds an Android application.
The APK file for SMART Mobile is available for download from the Download option
on the SMART Conservation Tools website: https://smartconservationtools.org/.
Limitations:
- Updates will not be automatic.
- Updates will require repeating the installation process with a new APK.
To start, select Install SMART Mobile on Device… from the Field Data menu and
SMART Mobile submenu:

Use the ‘…’ button and select the APK file from the file system and click Next:

14
Then select Copy SMART Mobile to device and click Next:

15
Select the device to copy SMART Mobile to and then click Copy application to
selected devices. Devices will have more than one entry if they have an additional
SD card. There is no harm in selecting all of them.

If the device does not show up in the list, make sure the USB cable is connected to
your PC and that the USB mode on the device is set to File Transfer:

16
Clicking Refresh will retry the connection.

Note that this can be used to copy to several devices, just plug in a new device and
repeat the process (Refresh then Copy).

Next open the Files viewer application on the device and navigate to the Internal
Storage folder and find the APK. Then tap on it to install it.

A prompt may appear to allow installation of apps from unknown sources. If so,
choose Settings and then enable Allow from this source:

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When running SMART Mobile for the first time, a prompt will appear to switch your
Android home launcher app to SMART Mobile. Do not switch the launcher to SMART
Mobile.

3.5. Windows desktop

SMART Mobile is available as a Windows desktop application. While data could be
collected using this version, it is recommended only for testing and training
purposes.

A ZIP file for SMART Mobile is available for download from the Download option on
the SMART Conservation Tools website: https://smartconservationtools.org/. Once
downloaded, open the file in Windows Explorer and drag SM_Desktop folder to the
Windows desktop:

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Now open the SM_Desktop folder from the Desktop and locate the SM file and
double click it to launch:

4. Kiosk mode
Kiosk mode allows SMART Mobile to lock the device so that other phone functions
are not accessible. During kiosk mode, users will not be able to exit SMART Mobile to
use other applications or phone functions.
The installation process is similar to Android APK mode (see above), however the
device must be provisioned. The provisioning process requires that the device be
factory reset.

19
The APK file for SMART Mobile is available for download from the Download option
on the SMART Conservation Tools website: https://smartconservationtools.org/.
Limitations:
- Updates will not be automatic.
- Updates will require repeating the installation process with a new APK. It is
not necessary to reprovision the device, the new version can be installed over
the old one using the Android APK installation mode (see above).
- Other phone applications cannot be used until first exiting kiosk mode.

4.1. Installation
To start, select Install SMART Mobile on Device… from the Field Data menu and
SMART Mobile submenu:

Use the ‘...’ button and select the APK file from the file system and click Next:

20
Then select Configure SMART Mobile as a kiosk and click Next:

21
Click Install driver - once it is installed once, then the button caption will change to
Reinstall driver. This is a one-time operation on Windows. If the button reads
Reinstall driver, then there is no need to repeat this process:

Right click on “android_winusb” (file type: Setup Information) and select Install.

22
Once the driver is installed, click Next.

4.2. Preparing the device

If the device is brand new, then there is no need to reset it. Otherwise, factory reset
the device by opening Settings and selecting Factory data reset. Accept all prompts
and wait for the device to restart.

Note: it is important to skip creating an account. If an account is active on the

device, kiosk mode will not work.

Follow the instructions below and click Next:

23
Follow the instructions to enable Developer mode and USB debugging and click
Next:

24
Click Provision the device when ready:

If the process is successful, the following will be shown:

25
Other devices may be provisioned directly from here, but plugging them in. When
done, click Finish.

4.3. Desktop configuration

Kiosk mode is configured on a package using Device settings on the SMART
Desktop:

Kiosk mode is a check box. If checked, then launching a Project will activate kiosk
mode. Note that this only works if the kiosk version of SMART Mobile is installed.

Kiosk Mode Exit Pin controls the pin code needed to exit kiosk mode. When tapping
back on the start page, the following popup will be displayed:

26
Entering the selected code will disable kiosk mode and exit the project.

4.4. Field operation

While kiosk mode restricts general use of the device the active project can be
changed from the Settings Page using Change project.

From the Start page, data can be exported or uploaded. When connected to a
Windows PC via USB cable, the data can be downloaded without leaving kiosk mode.

27
5. Retrieving data
Once data has been entered, use the Export data button on the project home page to
ready the process. For Collect, click on the Upload data button to complete data
upload.

5.1. USB cable

Connect the USB cable from the desktop to the device. Ensure the device is in File
Transfer mode.

28
When correctly configured, the device will be present in Windows Explorer:

Choose Import… from the Field Data -> SMART Mobile menu.

This will open the Import SMART Mobile Data dialog. Select Device and then click
Import.

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5.2. Connect
When SMART is configured with a Connect server, it can be configured to send data
automatically. If Upload Data To Connect is unchecked, then data must be retrieved
using the USB cable (see above). Otherwise, it will be sent directly to the Connect
server over the network.

Since the connection to the server may be interrupted, the Export data option will
attempt to send all unsent data to the server.

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5.3. Collect
Collect automatically sends data to the server. After collection has completed, the
Upload data button becomes visible. This sends any unsent data and resets the
project.

6. Configuration
6.1. Data model
Data collection begins with the creation of a Data Model in SMART Desktop. The
Data Model defines the data which SMART Mobile will collect.
More information can be found in the SMART Essentials Handbook in the SMART
Resource Library: https://smartconservationtools.org/Resources/Resource-library
The Data Model editor can be reached from the Conservation Area menu:

The Data Model is organized as a hierarchy. SMART Mobile users will drill into
Categories until reaching a set of Attributes. For example, the Human Activity ->
People - direct observation category will show the attributes Threat, Number of
People, People Armed, etc.

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Note: while Threat is not in the People - direct observation category, it is in the
Human Activity Category and is therefore part of the required attributes:

6.1.1. Category
The Data Model is organized as a hierarchy with Categories and Attributes.
Categories are used for grouping (they can contain other Categories) and they can
contain Attributes.
Categories have an icon and a name for display.
6.1.2. Attribute
Attributes are data values that SMART Mobile collects, e.g. a number, a note, etc. An
Attribute has a type which governs what kind of data it can hold. The supported
types are:
- NUMERIC - numbers
- TEXT - for text
- LIST - a single select list of options
- MULTI LIST - a check list of options
- TREE - a hierarchical single select list
- BOOLEAN - an on/off or yes/no value
- DATE - a date value

6.1.2.1. NUMERIC
Numeric attributes are collected with a keypad. Once the number has been entered,
tap the check in the top right corner of the screen:

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6.1.2.2. TEXT
Text attributes are collected using a full screen text editor. The keyboard will pop up
from the bottom of the screen:

6.1.2.3. LIST
List attributes allow the selection of a single option from a list:

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6.1.2.4. MULTI LIST
Multi list attributes allow selection of multiple options from a list:

6.1.2.5. TREE
Tree attributes allow selection of a single option from within a categorized tree of
options. For example, selecting Biological Resource Use and then Logging & Wood
Harvesting:

34
6.1.2.6. BOOLEAN
Boolean attributes allow selection of an on/off or yes/no type of value:

6.1.2.7. DATE
Date attributes allow selection of a date:

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6.1.3. Required
Attributes can be marked as Required. This means that values must be set in order
to save the observation. Attributes are marked with a * in the top left corner to
indicate that they are required. If the check in the top right corner is pressed and a
required attribute is not properly set, then that attribute will be highlighted in red.

6.1.4. Regular expression validation

Attributes can also be validated with a regular expression. This is a test which must
pass in order for the attribute value to be considered valid. For example, if the
National ID Number must be of the form 12-34-56, i.e. number number dash
number number dash number number, then the expression would be
“(\d){2}-(\d){2}-(\d){2}”.

Regular expressions are a well known term in computing and more about them can
be found here: https://en.wikipedia.org/wiki/Regular_expression.

36
6.2. Configurable data model
The Configurable Data Model allows an additional layer of customization over the
Data Model (see above). This is helpful when choosing which subset of data needs
collecting using SMART Mobile.
More information can be found in the SMART Essentials Handbook in the SMART
Resource Library: https://smartconservationtools.org/Resources/Resource-library
6.2.1. Top level Group
The topmost Group contains options which apply to the entire model:

SMART Mobile respects Use instantaneous GPS points. When this option is checked,
SMART Mobile will display a location editor bar on the observation home screen,
just below the title. This allows users to choose when to take a GPS point, regardless
of how long it will take to enter data:

37
6.2.2. Group
Groups provide a way to organize the model so that users can navigate to the
attributes that need to be collected. Groups can contain subgroups and can have a
custom icon.
6.2.3. Category
Selecting a Category primarily allows configuration of the attachments. Note that
Photo Required will force the user to take a picture in order to save the observation:

38
6.2.3.1. Photos
Photos are taken by tapping on the camera icon at the top of the Attribute list (see
below). Each time a picture is taken, another picture icon will appear to the right. If
the picture list exceeds the width of the screen, they can be scrolled using a side
swipe gesture.

The icons along the bottom of the photo capture screen are:
- Flash mode - on, off and automatic
- White balance - automatic or disabled
- Capture - icon changes depending on the state:
- Capture - for first capture
- Recapture - retake the shot
- Delete - delete the current image and retake the shot
- Open existing image - use an image from the gallery
- Switch to back or front camera

To delete previously taken photos, tap the photo and then click Delete (trash icon)
in the bottom middle of the screen. Click Yes, delete it on the prompt.

6.2.3.1.1. Additional photo settings

Photo settings can be further configured in SMART Mobile Device Settings. This
allows control over the maximum number of photos and also whether to resize
them. Resizing photos is recommended to reduce the burden on the database as
large photos are relatively expensive. If a resize is not specified, then SMART Mobile
will automatically size photos to 1600x1200:

39
6.2.3.2. Audio recording
Audio recording is activated when Attachments allowed is enabled for a category.
The audio recorder widget is shown below all other Attributes.

The buttons are:

- Red dot - start recording

40
 - Play button - play existing recording through the speakers
- Stop button - stops recording or playback

To delete an audio recording, swipe the widget to the left and tap Yes.
6.2.4. Attribute
Attributes can be further customized in the Configurable Model. While the options
vary according to the attribute type, all attributes support the following:
- Image - override the icon from the data model
- Enabled - specify when the attribute should be shown
- Always - attribute is always active
- Never - attribute is invisible and cannot be changed
- Custom - specify when the attribute is visible based on other attribute
values
- Default value - the default value for the attribute

6.2.4.1. Help content

Help content can also be specified for attributes:

41
Tapping on the small ‘i’ icon on the top right of the Species row will show the help
content. A long-press on the Species row will also show the help content.

6.2.4.2. NUMERIC
Numeric Multi-Select can be checked on a NUMERIC attribute. This requires that
the previous attribute be a LIST attribute with the Multiple Observations property
checked (see LIST attribute below).

In the example below, there will be four sub-records: Abandoned, Active, Inactive
and Unknown. Each of these will support entry of all subsequent attributes in the
Category:

42
This transforms the prior list (Status) into a number list. For each specified item, all
subsequent fields (i.e. Camp Capacity & Action Taken Camp) can be entered into a
Record. In the example below, since two items were specified as non-zero, the
second Status attribute reads “2 records”. Tapping on this row will allow entry of
subsequent attributes for each of the specified items.

6.2.4.3. TEXT
Text attributes can contain any kind of text. If the text comes from a QR code, check
the Enable QR Code option. This will activate a barcode scanner on the device for

43
this attribute. The following barcode formats are supported: QRCODE, EAN 13, CODE
39, CODE 128, CODE 128 GS1.
Use Numberpad will cause SMART Mobile to trigger the number keypad (instead of
a full text keyboard) as the text editor on the device.

6.2.4.4. LIST
Multiple Observations is a feature which allows several records to be captured in a
single observation - one for each item in the list. In the example below, there will be
four sub-records: Abandoned, Active, Inactive and Unknown. Each of these will
support entry of all subsequent attributes in the Category:

44
This transforms the list into a multi list. For each selected item, all subsequent
fields (i.e. Number of Drying Racks, Camp Capacity & Action Taken Camp) can be
entered into a Record. In the example below, since two items were checked, the
second Status attribute reads “2 records”. Tapping on this row will allow entry of
subsequent attributes for each of the checked items.

45
6.2.4.5. TREE
Tree attributes have an additional property called Convert to List. This will flatten
the tree into a single select list.

6.2.4.6. Attribute Groups

Attribute groups or matrices can be created by selecting multiple attributes together
(holding down the control key while clicking on them), then right clicking the
mouse and selecting Add to Attribute Group. This creates a matrix using the LIST
attributes - each LIST attribute will add an additional dimension. In the case below,
there are two LIST attributes, so it will be a two dimensional matrix:

46
6.2.5. Collect multiple observations
SMART Mobile supports collection of compound observations using the Collect
multiple observations feature.This is enabled at the Category level:

Once enabled, attributes have an additional property called Enter once with the
options Disabled, At the beginning and At the end.

47
At the beginning and At the end specify that the attribute will not be repeated and
will be asked only once for the incident - either at the beginning or end.
If Enter once is set to Disabled then the attribute will be replicated.
In this example, Threat, People Armed & Place of Origin are set to At the beginning
and Action Taken People is set to At the end. All other attributes are set to Disabled.

48
6.2.6. Data Collection Options
The Data Collection Options dialog provides several additional settings for data
collection. It can be reached using the Field Data Options… option on the Field Data
menu.

The dialog supports signature configuration, activation of distance and bearing and
a feature to allow the user to be specified for each incident.

49
6.2.6.1. Signatures
SMART Mobile can capture signatures as part of an incident. Once configured on the
Data Collection Options dialog, they can be enabled on the Configured Data Model
dialog for a category:

50
In SMART Mobile, the signature can be entered by drawing on a canvas. The trash
icon will clear the canvas:

51
6.2.6.2. Distance and bearing
Checking Record distance and bearing shows two additional rows on the main
sighting screen. These options will be interpreted by SMART desktop and relocate
the position to a new location. In the example below, the fire is 125 meters away at a
bearing of 45 degrees from North.

6.2.6.3. Track observer

Checking Track observer shows an additional row on the main sighting page. This
option allows selection of a specific observer (taken from the employee list) for each
incident.

6.2.6.4. Distance and bearing, Track observer for Surveys

For Surveys, the Distance and bearing and Track observer settings are on the Survey
Design page. These settings override the settings specified on the Field Data Options
page (see 6.2.6.):

52
6.3. Packages
SMART Desktop creates a Package to define how data should be collected by SMART
Mobile. This package is installed on the device and collects data for the desktop.
6.3.1. Package logo
The package logo can be set in the Logo section of the Conservation Area Properties
dialog. This dialog can be reached from the Conservation Area menu.
SMART Mobile supports a logo in PNG, JPG or SVG format. SVG format is
recommended, since it will look good at all screen resolutions.

53
When viewed on the device, the logo will display alongside the Project title.

54
Note that all packages in will share

6.3.2. Package types

There are several different package types: Patrol, Survey, Collect & Independent
incidents.

6.3.2.1. Patrol package

Patrol packages support the capture of a patrol. A Patrol is a collection of
observations which are grouped together because they share certain properties.
Patrols are configured on the desktop from the Patrol menu and the package itself
supports numerous metadata properties, e.g. Transport Type, Team, Mandate, etc.
Patrol packages also support independent incidents, which can be made during or
outside of a patrol.

55
6.3.2.2. Survey package
Survey packages are similar to Patrol packages. They represent a collection of
observations grouped together. Surveys can be configured from the Survey submenu
off Field Data. Survey packages also support independent incidents, which can be
made during or outside of a survey.

6.3.2.3. Collect package

Collect packages are designed for public use and require users to be online. The
SMART Mobile user interface is simplified and provides more limited configuration
options.

6.3.2.4. Independent Incident Package

Independent incident packages support the entry of simple one-off observations.
The SMART Mobile user interface disables Patrol and Survey options, but is
otherwise identical.

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6.3.3. Model settings tab
Model Settings are settings which apply to the entire package. These can be
configured on the SMART Mobile Packages dialog. Note that Incident Configuration
will only be displayed if the Independent Incident plugin is installed.

Custom Track Timer Settings allows customization of the track timer. The interval
can be specified in meters or in seconds.
Example 1: an interval of 300 seconds means that a track point will be logged every
5 minutes. While infrequent this is appropriate for a slow moving party on foot.
Example 2: an interval of 50 meters means that a track point will be logged when
the device has traveled at least 50 meters from the last logged point. This is useful
for restricting the amount of data being logged.
The Distance interval generally uses more battery power, since the location must be
constantly checked to see if the distance threshold has been reached.

57
The time interval should be longer the slower the transport type.
6.3.4. Patrol metadata tab
Patrol metadata is data that is associated with all the observations made in a patrol.
Much of this data can be changed as the patrol progresses. For example, the mode of
transport may change from foot to vehicle or employees may leave or join the party.
This configuration occurs at the package level:

6.3.4.1. Transport type

Patrol transport types are defined on the Patrol Types & Transportation Options
dialog. This dialog can be reached via the Patrol menu:

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The Transportation Types tab defines the various types of transportation that can
be selected in SMART Mobile:

The Patrol Types tab shows the possible types along with the maximum expected
speed. This speed value is used to detect bad GPS readings. GPS readings are
occasionally (though rarely) incorrect by several thousand meters and this can be

59
detected if the reported speed from the GPS is very different from the expected
speed of travel.
For example, if the GPS reports a ground speed of 1000 km/h while on foot, the
location value will be excluded with the message “GPS Outlier detected”. If this
message is showing up unexpectedly, then it is likely that the transport type has not
been selected properly.

6.3.4.2. Armed
Armed is a BOOLEAN attribute. Once set for a patrol, it cannot be changed for the
duration of the survey.

6.3.4.3. Team
Patrol teams are defined on the Patrol Teams dialog, which can be reached via the
Patrol menu:

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6.3.4.4. Station
Stations can be specified on the Station List dialog. This can be reached via the
Conservation Area menu:

61
6.3.4.5. Mandate
Mandates can be specified on the Patrol Mandates dialog. This can be reached via
the Patrol menu:

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6.3.4.6. Objective
Patrol Objective is a freeform text attribute.

6.3.4.7. Comment
Patrol Comment is a freeform text attribute.

6.3.4.8. Members
Employees and their teams can be specified using the Employees dialog. This dialog
is available via the Conservation area menu:

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Employees may also belong to one or more teams. This can be specified on the
Employee Teams tab:

When specifying employees, teams will be listed first. This is primarily used to help
find team members quickly:

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6.3.4.9. Leader
After the employees have been specified, the Patrol Leader attribute can be set. Note
that the leader must be one of the employees in the employee list. If the leader is set
and then that employee is removed from the list of employees, they will be removed
from the leader attribute.

6.3.4.10. Pilot
If the Patrol Transport Type attribute is set to Water or Air, then a Patrol Pilot
attribute will become visible. Similar to the Leader attribute above, the pilot must be
a member of the selected employees.

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6.3.5. Basemap settings tab
SMART Mobile supports offline map layers, i.e. maps that work without a network
connection. These are configured on the Basemap Settings tab of the SMART Mobile
Packages dialog.

66
The SMART Basemap option will automatically generate an offline map from the
SMART Desktop map view. In order to support high resolution and zooming, the
map is captured at different zoom levels and segmented into tiles. More zoom levels
means more tiles. The recommendation is to experiment with different zoom levels
until the resolution is good enough and the map is reasonably sized:

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6.3.5.1. Custom files
If existing map files are available, then these can be used directly by selecting
Custom Files. SMART Mobile supports SHP, GeoTIFF, ArcGIS TPK, ArcGIS VTPK,
PNG, JPEG and KML.

6.3.5.2. Other layers

SMART Mobile supports online Web Map Service layers. More information on this
type of layer: https://en.wikipedia.org/wiki/Web_Map_Service.

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For example, a weather layer:
https://nowcoast.noaa.gov/arcgis/services/nowcoast/radar_meteo_imagery_nexr
ad_time/MapServer/WMSServer:

6.3.6. Connect tab

SMART Mobile can be configured to upload data to a Connect server. The Connect
tab contains several configuration settings for this scenario.

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6.3.6.1. Data uploads
Data uploads respect the Upload requires WiFi setting.
If Upload Data To Connect is checked, then the data is expected to be automatically
uploaded to the Connect server over the network. Export data will send any data
that has not already been sent and also clear the history.

If Upload Data to Connect is unchecked, then the data is expected to be retrieved

from the device over a USB cable. Export data will create one or more json files
which can be downloaded from the desktop.

If Automatically upload data every n minutes is checked, then data will be sent to

70
the server at regular intervals. While the data reaches the server more quickly with
this approach, it cannot be edited after saving.

If Automatically upload data every n minutes is unchecked, then data will not be
sent to the server. Export data will send all data to the server at once. An advantage
of this approach is that incidents can be edited before they have been sent to the
server.

6.3.6.2. Position updates

Position updates are treated as data uploads and respect the Upload requires WiFi
setting.
If Send position updates every n minutes as type X is checked, then SMART Mobile
will send a location to the Connect server over the network at the specified interval.
This is useful for tracking the last known location of the device.

6.3.6.3. Package URL

The Package URL is a link to the package on the Connect server. See section 7.1 on
package installation.
6.3.7. Alerts
Alerts are treated as data uploads and respect the Upload requires WiFi setting.
When an incident is saved, each of the observations within it are matched against
the list of alerts. For example, if a Fire observation is made, then an event is sent to
the Connect server as soon as it is saved:

71
Alerts can be viewed on a map in real-time:

72
6.4. Routes
Routes are points and lines which can be overlaid on a map. They typically represent
points of interest or paths which need to be followed. The Routes… menu will open
the SMART Mobile Routes dialog.

73
Routes work in the same way as Packages - they can be exported to a device using a
USB cable or a Connect server.

They can also be exported at the same time as a Package using the Export SMART
Mobile Packages dialog:

6.4.1. Creating route points and lines

Routes are composed of points and lines. These can be configured on the Route
editing dialog (clicking Edit on the SMART Mobile Routes dialog):

74
6.4.2. Viewing routes
Routes are visible in SMART Mobile on the map. They can be enabled and disabled
on the Layers page. More information on routes can be found in the Map section
7.3.5.

75
6.5. Device Settings
Device Settings are part of the SMART Mobile configuration. These can be reached
from the SMART Mobile Packages dialog or from the SMART Mobile menu. It is
possible to have several different settings profiles for different scenarios.

6.5.1. General tab

The General tab provides options for high level SMART Mobile functions.

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6.5.1.1. Incident group UI
Incident Group UI is a way to create observations which are grouped together. When
checked, the observation page shows groups. Tapping the + icon adds an
observation to an existing group. Tapping on Create a new group will add a new
group to the list.

In order to remove a group (and all observations in it), swipe left on the group row
and tap YES to delete it.

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6.5.1.2. Kiosk mode
This option is described in section 4.

6.5.1.3. Kiosk mode exit pin

This option is described in section 4.

6.5.1.4. Can pause

Both Patrols and Surveys can be paused. This option appears on the Patrol popup
menu if the Can Pause option is checked. Note that the icon in the bottom right of
the home screen changes to Resume Patrol.
Data cannot be exported while on patrol. The patrol must first be resumed and then
stopped.

6.5.1.5. Disable editing

Before data has been exported, it can be edited. However, editing can be disallowed
by checking this option.

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Editing is done by navigating to the history page and selecting the observation to be
edited. Then tap the pencil in the top right corner of the screen. From there the
observation can be edited as usual.
When editing is complete, tap the highlighted check mark at the bottom of the
screen. The X button cancels the edit operation.

6.5.2. GPS tab

The GPS tab contains settings related to GPS behavior.

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6.5.2.1. Sighting fix count
Sighting fix count is the number of GPS readings to discard after powering it on. On
many devices, the first readings of the GPS are stale or sometimes wildly inaccurate.
Waiting for a few readings to come through first generally improves location
quality.

6.5.2.2. Track Timer

The Track Timer interval is specified here. This will be overridden by the Custom
Track Timer Settings if they are provided. Note that the interval can be in time or
distance. A distance interval will have a higher battery cost, since the GPS must
remain on to determine when the distance threshold has been crossed.

6.5.2.3. Use time from GPS

For devices that are never connected to a network, the time is likely to be incorrect.
If Use time from GPS is specified, then SMART Mobile will attempt to use the GPS
time rather than the device time.

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The message Waiting for time correction is displayed while waiting for the first GPS
reading to be found.

6.5.2.4. Format
GPS location can be displayed in Degrees Minutes Seconds, Decimal Degrees or
UTM. Format also affects the format of manual location entry.

6.5.2.5. Skip button timeout

Taking a reading from the GPS can be skipped. This is usually done when the
satellite signal strength is so weak that waiting for a fix would take too long. It can
also be used when a location is being reported from another person or device. The
Skip button timeout controls how many seconds to wait until the Skip GPS button
is visible. The delay is intended to prevent accidental tapping as well as to encourage
users to wait until the GPS has a fix.

To disable the Skip button altogether, set the timeout to 0.

6.5.2.6. Manual GPS entry

If both Manual GPS on Skip via field map AND Allow skip of manual GPS entry are
unchecked, then Skip GPS immediately completes the observation. If no GPS fix is
available, then (0, 0) is used. However, if even a partial reading is available, then
that will be used.

If either Manual GPS on Skip via field map OR Allow skip of manual GPS entry are
checked, then Skip GPS will show the Manual GPS location screen.
6.5.3. Theme colors
SMART Mobile uses Material design styling and colors:
https://en.wikipedia.org/wiki/Material_Design

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The colors are defined as:

Note that current Foreground and Background are ignored, so that the Dark mode
feature functions correctly.

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6.5.4. Photos
See Additional Photo Settings in the Configurable Model chapter.

7. General usage
This section covers the basic workings of SMART Mobile outside of the packages
which are installed. This includes how to Connect to a package, manage it and
configure settings.

7.1. Connect tab

After a package has been created in SMART Desktop, it must be installed by SMART
Mobile. There are three ways to get a package to a device: USB cable, the internet or
NFC (like Bluetooth).
7.1.1. USB cable
SMART Mobile should already be installed (see section 3) on the device. Check out
the section on installing SMART Mobile first.
Connect the device to the PC using a USB cable. Make sure the device is configured to
Transfer files and shows up in Windows Explorer as a device. If this does not
happen, consult the troubleshooting section.

83
Now open the SMART Mobile Packages dialog from the Field Data menu and click
the Export button:

The Export SMART Mobile Packages dialog will display. Check Export to Device and
then click the Export button:

When the process succeeds, the following message will display:

84
Now launch SMART Mobile on the device and go to the Connect tab and tap SMART
Desktop - Scan for desktop projects:

After a few seconds, the package will be found and installed as a project. SMART
Mobile will automatically navigate to the Projects tab:

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7.1.2. Connect
SMART Mobile should already be installed on the device. Check out section 3 on
installing SMART Mobile first.

7.1.2.1. Uploading a package

Open the SMART Mobile Packages dialog from the Field Data menu and click the
Export button:

The Export SMART Mobile Packages dialog will display. Check Export to Connect
and then click the Export button:

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When the process succeeds, the following message will display:

7.1.2.2. Installing from a server

Now launch SMART Mobile on the device and go to the Connect tab and tap SMART
Connect - Connect to an online project. Select the server, username and password
and tap Login. Then select the package to install.

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After downloading the package, Patrol Demo will be installed. The Projects tab will
automatically be selected:

7.1.2.3. Installing from a Package URL

Once a package has been uploaded to Connect, it can be installed on a device either
using a Package URL. This URL is sent to a device using WhatsApp, SMS, Email or
another system. The user taps on the link and SMART Mobile will be launched and
install the package.

Click the button to the right of the Package URL to copy the link to the clipboard.
Then paste it into an email and send it to users. Tapping on the link on a phone with
SMART Mobile installed will trigger the install.

88
If SMART Mobile is not installed on the device when the user taps the link, the
browser will navigate to the following web page. The button for App Store will
appear on iOS devices and and the button for Google Play will only appear on
Android devices. Tapping the button will open the store to the link for download.

89
The Package URL can be used directly on the SMART Mobile Desktop Simulator.
First copy the Package URL to the clipboard, then click the Connect using clipboard
link menu option.

7.1.2.4. Installing with a QR code

SMART Mobile can generate a QR code for an online (Connect or Collect) package.
When the code is scanned, SMART Mobile will launch and then download and install
the package. To generate a QR code for a package, long press on the project until a
project options page shows up.

90
The QR code can be scanned by other devices directly from this screen.
Alternatively, it can be shared over email for others to use. For example, it could be
added to a document or poster for others to connect to directly.

For Connect packages, scanning the QR code will cause SMART Mobile to prompt
with a username and password page. Enter credentials to download and install the
package.

For public packages without security, the package will be downloaded and installed
directly.
7.1.3. Collect
A Collect package is a package type suitable for distribution to the general public.
The user interface is simplified and data must be uploaded to a Connect server.

Collect packages are created on the SMART Mobile Packages dialog:

91
They are published to the server in the same way as any other package.

Collect packages can be discovered by publishing them to a central register. For

example:

7.1.4. Scan QR code

Scan QR code opens a camera window which scans for a QR code. The QR code
contains a Package URL (see above). If a QR code is found, the associated SMART
Mobile package will be downloaded and installed in the same way as if the user
clicked a Package URL link.

92
If the device has its own QR code scanner, SMART Mobile will be automatically
launched and the package will be downloaded and installed.

7.2. Projects tab

SMART packages are listed on the SMART Mobile Packages dialog:

They are installed on SMART Mobile using one of the package installation
mechanisms (see section 7.1). Long press (or press and hold) on a Project shows the
Project details page.

93
7.2.1. Exported data
Exported data are data files on the device that are awaiting import from SMART
Desktop. The data in them cannot be edited or modified.

Data is typically exported after a patrol or survey by tapping the Export data button.
If a new Patrol/Survey is started and the previous Patrol/Survey has not been
exported, an export will be triggered automatically.

Data can be shared using the device sharing system (e.g. email). This is designed as a
recovery mechanism in case the device cannot be connected to a PC.

For the Connect configuration, data will be sent directly to the server and will never
appear in Exported data.

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For the USB cable configuration, a data file will be created when tapping Export data
or starting a new Patrol/Survey when the previous one has not been exported.

Exported data is also visible from the Settings page inside the project (see section
8.6.5).
7.2.2. QR Code
QR Code is a method to share Projects with other users. See the section on Package
Installation. See section 7.1.4.
7.2.3. Send package
Send package is a method to send a Project to another user using the device sharing
system. See section 7.1 on Package Installation.
7.2.4. Update
Packages served from Connect may be updated on the server. Clicking Update here
will test to see if a newer version of the package is available for download. If so, it
will download and install it.

Packages are updated on Connect using the Export to Connect feature on the Export
SMART Mobile Packages dialog.

95
When a newer version of a package is detected, SMART Mobile will prompt the user
that it is available for download. Tap either the button to the right of the project row
to update. When launching, a prompt will appear if an update is available. To
confirm, tap and hold Yes, update now. It is recommended to update as soon as an
update is available, however failing to do so will not cause data loss.

Before updating, all data must be exported. If it is not, then the Unsent data
message will appear. To fix this, launch the project and tap Export data. Export data
requires that a patrol is not running.

7.2.5. Reset data

Reset data is a troubleshooting feature which resets a project to its initial state. All
project data is removed and reset.

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7.2.6. Delete project
Delete project permanently removes a project from a device. All project data is
removed.

Swiping left on a Project row will also offer to delete the project. Tap YES to reach
the confirmation dialog:

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7.3. Map page
The Map page is available from several locations within SMART Mobile. There is a
button on the home page, the project page and the Patrol/Survey observation page.
The same page is displayed in each case, but when triggered from the Projects page
(left-most), offline maps and observations from an individual project will not be
available.

7.3.1. Features
The Map page has the following features:

98
1 Back to previous page

2 Current location

3 Offline map overlaid onto online map

4 Online map (requires internet connection)

5 Current location marker

6 Track timer

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 7 Observation - tap to select and see metadata

8 Navigation mode: Pan requires the user to move the map, Follow and Goto
move the map automatically as the location moves. Goto is designed for
navigation.

9 Open the Layers page

10 Show or hide the additional information overlay. See More (16).

11 Route point - tap to set Goto.

12 Route line - tap ends to set Goto.

13 Zoom in by 10%

14 Zoom out by 10%

15 Orientation - tap to reset to north at the top.

16 Show or hide the additional information overlay. See (10).

7.3.2. Data overlay

The Data overlay shows more detailed information about the state of the GPS. This
includes the time, location, speed, heading and the state of the track recorder. This
is purely informational.

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7.3.3. Compass overlay
The Compass overlay shows the compass and the location of the satellites that are
being tracked by the GPS.

The compass needle is offset according to the magnetic declination.

The shapes on the dial represent satellites. The color represents the signal strength
- green is strongest and red is weakest. Satellite views are not available on iOS.

The different types are: circle (Navstar), triangle (Glonass), pentagon (Galileo), star
(Beidou), square (Qzss), diamond (Sbas), ellipse (other):

101
7.3.4. Goto overlay
The Goto overlay provides a simple directional navigation system. First tap the
point - this will bring up the Identify page. Then tap Set goto. A red line appears
connecting the current location with the destination. The overlay displaces the
distance and direction from the current point.

102
Tapping on the end points of a line route and tapping Set goto will configure the
navigation system to target points along the line. Using Back and Next will move the
target back and forward through the points on the line. If the device reaches one of
the points, the system will automatically advance to the next point on the line. The
direction of movement depends on which point was selected as the original target.
Selecting the first point will move forward and selecting the last point will move
backwards.

7.3.5. Layers
A map is composed of layers and they can be configured on the Layers page. The
layers are ordered top to bottom with the topmost layer being the overlaid on all
others.

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Incident and Patrol/Survey are the layers created by entering observations.
Tracks are the line captured automatically by the location track timer.

Route Demo is a route configured in the routes (see section 6.4). Routes can be
deleted by swiping left on the route row and tapping YES to delete.

SMART map is an offline map configured in the Package settings (see section 6.3.5).

OpenStreetMap, etc are online layers which require an internet connection. None
means that no online layer will be used. If no internet connection is available, the
online map will not be used.

Layers can be shown or hidden by a switch on the left side of the layer row.

If a layer is enabled, a zoom to button is available on the right side of the layer row.
This will zoom the entire layer into view, which is useful for navigation.
7.3.6. Identify
Tapping on a route point or observation will show the Identify page. Since tapping
the screen may not be precise enough to select a single observation, all the points
nearby the tap point are included and can be scrolled through one at a time using
the Previous and Next buttons on the bottom toolbar.

104
If editing is allowed, the observation can be edited using the Edit button in the top
right corner.

The location of the point can be used as a navigation target using the Set goto
button in the bottom left corner.

7.4. Settings tab

SMART Mobile has a Settings tab on the main page. These settings are for the whole
application and cannot be configured by SMART Desktop:

7.4.1. Check for Project updates

The Check for project updates option attempts to update all the projects at the same
time. This is useful for keeping all projects up to date. Project that fail to update will
not be updated and no error message will appear.

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7.4.2. Language
Language governs the language of SMART Mobile, not the language of the data
model. The data model language is specified in the package Settings, which is
available only once the package has been launched.

SMART Mobile supports over 100 languages. New languages are routinely added and
existing languages can be modified to improve correctness. Contact the SMART
Forum to report an issue.

If the language is set to System, then SMART Mobile will use the current language
setting from the device, i.e. if the device language is French, then SMART Mobile will
automatically select French.
7.4.3. Dark theme
Light and dark themes are useful for improving the visibility of screen data. Dark
theme is typically used for night viewing. It can also be toggled from the Project
settings page and the Patrol/Survey popup:

7.4.4. Metric units

Metric Units toggles between metric (meters, km/h) and imperial units (feet, mi/h).
This is mostly used when viewing GPS data and Patrol leg data.

106
7.4.5. Font size
Font size governs the size multiplier for text in SMART Mobile. The options are
100%, 125% (default), 150%, 175% and 200%. All parts of the application are scaled
accordingly. For example, this shows the setting at 175% across various screens:

7.4.6. Coordinates
Coordinates specifies the format used for GPS coordinates throughout the
application. The options are: Decimal degrees, Degrees minutes seconds, Degrees
decimal minutes and UTM (Universal Transverse Mercator):

107
7.4.7. GPS accuracy (meters)
The device GPS estimates the uncertainty in the reading provided. High values are
usually caused by poor satellite geometry or obstructions. This setting provides a
top level filter to help reduce the overall error in location readings.
7.4.8. Simulate location (desktop only)
The desktop version supports a GPS simulator. This simulator can read locations
from an NMEA file. A new simulator path can be created using https://nmeagen.org.
Once a path has been defined, download the resulting nmea file into the Downloads
folder. The next time SMART Mobile starts up, it can be selected as the Source file
for locations.

7.4.9. Upload requires WiFi (Android only)

Uploading data to a server will incur cellular data costs. If sending pictures, audio or
long patrols, this could be a significant amount of data. This feature prevents data
upload until the connection being used is WiFi.

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7.4.10. Bug reports
See section 9.1 on creating bug reports.

8. Project usage
8.1. Patrols and Surveys
A Patrol or Survey is a group of observations. Along with observational data, the
system tracks metadata, e.g. transport type, objective and employees. These
properties can be configured on the desktop (see section 6). Patrols/Surveys can be
started/stopped, paused/resumed and the metadata can be modified at any time.
8.1.1. Start patrol
To start a new patrol, tap START PATROL on the project start page. The metadata
page will appear. Fill in the metadata and tap the check mark in the top right corner.
Note that attributes marked with a * are required. If the Transport Type is an air or
water type, then a Pilot row will appear.

Once a patrol has started, the Observation page is displayed.

8.1.2. End patrol
To end a patrol, tap the Patrol button on the toolbar at the bottom of the
Observation page. Then tap the End patrol option. A popup will appear asking for
confirmation. Press and hold Yes. A final location will be taken and then the patrol
will be completed. If the back button is pressed on the Acquiring location page, then
the End patrol operation will be canceled.

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8.1.3. Pause patrol
To pause a patrol, tap the Patrol button on the toolbar at the bottom of the
Observation page. Then tap the Pause patrol option. A location will be taken and
then the patrol will be paused. The START PATROL button is now labeled RESUME
PATROL.

Pausing a patrol can be disabled in the configuration (see section 6.5.1.4). In this
case, the Pause patrol option will not be available.

8.1.4. Resume patrol

To resume a patrol, tap the RESUME PATROL button on the start page. A location
will be taken and then the patrol will be resumed.

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8.1.5. Change patrol
During the patrol, it is often necessary to change the patrol metadata. For example,
if the transportation type changes or team members change. To do this, tap the
Patrol button on the toolbar at the bottom of the Observation page. Then tap the
Change patrol option to bring up the metadata page. Several attributes will be
disabled and cannot be changed at this time. If no change is made to the metadata,
no observation will be saved. This means that the Change patrol feature can be used
to verify the metadata at any time.

8.1.6. Statistics
SMART Mobile keeps track of the legs of a patrol. To see these, tap the Patrol button
on the bottom toolbar of the Observation page. Then tap the Statistics button to
view the patrol state. Each change of the patrol metadata will result in a new leg.
The current leg is topmost and highlighted.

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8.2. Independent incidents
Independent incidents are observations which are not connected to a Patrol/Survey.
There are two ways of creating an Independent incident: directly from the start page
with the REPORT INCIDENT button, or during a Patrol/Survey using the Incident
button on the bottom toolbar. These two methods are identical.

Capturing an incident during a patrol/survey does not affect the patrol/survey in

any way.

8.3. History
History shows the most recent patrol/survey and incident data. There are two ways
to access the history: directly from the start page with the HISTORY button or using
the History button on the bottom toolbar during a patrol/survey.

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The history page has a Patrol tab and an Incident tab. If the project does not have
both a patrol/survey and independent incidents, then there will be no tabs, i.e. the
screen will just have a single history list.

Statistics can be accessed using the button in the top right corner, even after the
patrol/survey has ended.

8.4. Editing
Saved observations can be changed before export.

To edit an observation, locate it using Map identify or via the History page. Then tap
the edit icon in the top right corner of the screen. The observation home screen will
then be shown with two large buttons at the bottom. X cancels the edit and the
check confirms any changes.

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Editing is disabled when:
- The device configuration specifically disables editing. See section 6.5.1.5.
- The observation is a patrol/survey management observation, e.g. start, stop,
pause, resume, change metadata.
- The observation has already been exported.

8.5. Export data

See section 5 on Retrieving data.

8.6. Settings page

SMART Mobile has a Settings page for each Project. This provides configuration
options and other features which are less commonly used.

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8.6.1. Language
The language here is defined in the Conservation Area Properties dialog, off the
Conservation Area menu.

In SMART Mobile, the current language can be selected from the available
languages in the Conservation Area.

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8.6.2. Dark theme
Light and dark themes are useful for improving the visibility of screen data. Dark
theme is typically used for night viewing. It can also be toggled from the main
settings page and the Patrol/Survey popup:

.
8.6.3. Routes
See section 6.4 on routes.

Routes are points and lines that are overlaid on the map. This option allows
download of new routes from the SMART Connect server.

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8.6.4. Change project
The Change project option provides a simple way to change the current project.
Normally this would require exiting the project and returning to the main screen.
However, by placing the option here as well, it works within Kiosk mode. See section
4.

8.6.5. Exported data

The Exported data option shows data files that have previously been exported using
the EXPORT DATA option on the project page. The primary purpose of this view is to
provide visibility into the export process and help troubleshoot and prevent data
loss. See section 9.2 on Recovering Exported data.
8.6.6. Configuration view
The Configuration view option shows the SMART desktop configuration settings.
This is primarily useful for troubleshooting.

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8.6.7. Recover Connect data
The Recover Connect data is designed to recover data when a Connect server is no
longer working. See section 9.3 on Recovering Connect data.

8.7. Collecting data

8.7.1. Adding observations
An incident is composed of one or more observations. To create a new observation,
tap the Make observation button on the observation home page.

8.7.2. Adding observations with ‘Incident Group UI’

If Incident Group UI is enabled in Device Settings (see section 6.4.1.1), then the
process of creating new observations is different. In this case, observations are
organized into groups. Tapping the + sign will add a new observation to that group.
Tapping Create a new group will add a group.

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Make observation navigates the user to a data model selection page. Each option
navigates the user through the model until a set of concrete questions are reached.
For example, the user taps Wildlife then Trophies seized and then reaches a set of
attributes to be completed.

After tapping the check in the top right corner of the screen, the observation will
appear on the observation home screen. Note that the Save button is now enabled.
Other observations can be added using the Add observation button.

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8.7.3. Delete observations and groups
Removing an observation or group can be done by swiping left and tapping YES to
confirm.
8.7.4. Setting attributes
Attribute data is set according to the type.
NUMERIC - see section 6.1.2.1
TEXT - see section 6.1.2.2
LIST - see section 6.1.2.3
MULTI LIST - see section 6.1.2.4
TREE - see section 6.1.2.5
BOOLEAN - see section 6.1.2.6
DATE - see section 6.1.2.7
8.7.5. Reset attributes
Reset of an attribute can be done by swiping left and tapping YES to confirm.

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9. Troubleshooting
9.1. Creating a bug report
When reporting an error or unexpected condition, a bug report is essential. When
asked to create one, go to the main Settings tab and scroll to the bottom:

Share bug report requires that the device has a network connection. The bug report
will be created and sent to the device sharing system. This allows sending over
various channels like email, Whatsapp, etc. The report can also be beamed to
another device via NFC or Bluetooth.

Save bug report is only available on Android. This saves the report to a file on the
device and it can then be retrieved using a USB cable.

Bug reports contain a full copy of the SMART Mobile data on the device. This
includes confidential information such as the access to Connect servers and even old
data. They should therefore be handled carefully.

9.2. Recovering Exported data

SMART data is exported to JSON files. If the normal import operation is not
functioning, then it is possible to retrieve the JSON files from the device and import
them manually. To do this, go to the Settings page and tap Exported data. Then tap
the file to retrieve and the Share button. This will open the sharing options for the
device. Send the file through another channel and copy it to the SMART Desktop
computer.

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Open the Import SMART Mobile Data dialog, Add the file and click Import.

9.3. Recovering Connect data

If SMART Mobile is configured to send data to SMART Connect and the Connect
server is not available, outstanding data can be recovered using the Recover
Connect data option off the Settings page. All the data that would ordinarily have
been sent to Connect is exported to a file. This can then be downloaded over USB
cable or shared using another channel (see Recovering Exported Data above).

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9.4. Waiting for time correction
When the device is first used, the message Waiting for time correction may appear.
This is a one time operation where SMART Mobile is calibrating the device clock to
ensure that the time is correct.

If this is taking a long time, try taking the device into an open area to make sure that
the GPS has a good reading.

9.5. Android device data

If importing the data from the device is not working, it is possible to retrieve
exported data directly from the device.

Connect the device to Windows and set the USB mode to File transfer.

Open Windows Explorer and navigate to the folder:

\Android\data\org.cybertracker.mobile.smk\files\SMARTdata

This folder contains the JSON data files.

10. Frequently Asked Questions

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10.1 On which types of patrols should there be data collection?
ALL patrols should have data collected. Regardless of objective (e.g. law
enforcement, surveillance, tourism) or transport types (e.g. foot, boat, motorbike,
car, roadblock).

10.2 Which observations should be recorded?

All observations that fall under the categories in the data model (e.g. signs of
wildlife live and dead, human activity, natural features) should be seen as a priority
to record. Consider the needs, threats and objectives of the protected area and how
the data collected will be used (i.e. adaptive management, research, etc.). Each site
should detail the data collection procedures relating directly to the needs at the site.

10.3 What handheld devices/smartphones should we buy for our

protected area?
General Considerations
Each site is unique and therefore it is difficult to prescribe a specific device to suit all
needs. However, we recommend SMART users consider the following before
selecting the device they wish to use and consulting the SMART Community Forum
for advice from other users. Tip: It is recommended that sites try to standardize the
devices they are using, to avoid conflicting or variable results.
1. Ruggedness: How much abuse will the device take from its users and how wet
and/or dusty is the environment the devices will be used in.
2. GPS sensitivity: How difficult is it to get a GPS reading in the environment in
which they will be used? Some devices are better at dealing with tree canopy,
cloud, terrain, etc. than others.
3. Form factor: Device size, screen size, weight, etc. Larger screens make text
entry easier and help to prevent inadvertent selection of incorrect choices in
lists. The advantages of larger devices and screens must be weighed against
their increased power requirements and bulkiness. While there are many
ruggedized tablets on the market, this discussion focuses on devices that are
similar in size to smartphones or PDAs, under the assumption that tablets
will be too bulky for most rangers to carry in the field.
4. Battery life: How long must the devices be used in between charging? This is
highly dependent on how the devices are used, i.e., how many observations
are recorded each day, what is the frequency of track log point collection,
how detailed are the observations being recorded (lengthier entries require
the screen to be on longer and using the screen is one of the major sources of
power consumption). Also, especially at sites where power fluctuates, battery

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 failure is one of the most common causes of device problems. Many mobile
devices nowadays have built-in batteries that cannot be easily changed,
meaning that when the battery goes bad, they have to be returned to the
manufacturer for service or replaced.
5. Operating system: SMART can be locked to run in kiosk mode using the
installation process described above.

10.4. What should we do if SMART Mobile device stops working

during a patrol?
It is best practice to always have a backup. Collect data using GPS and
datasheets/notebooks as well whenever possible. Note down when the device
stopped working.

10.5. What should we do if GPS battery dies?

As above. Keep collecting data – ensure to write down the date and time of
observation. Carry on patrol as normal.

10.6. What should we do if we run out of datasheets?

If you have a notebook, you can make notes, or use the back of the datasheets to
collect data. Try to ensure the same information is recorded. Carry on patrol as
normal.

10.7. What should we do if the camera stops working/battery

becomes flat?
If you have a phone with you that takes photos, you can use that. If not just carry on
your patrol as normal and describe the observations as best as possible using
comments and/or during the patrol debrief.

10.8. I am running SMART on a Mac computer but cannot import

patrols from SMART Mobile, why?
There is no way of connecting an Android or iOS device to the Mac and downloading
data from the device directly. The data must come via SMART Connect or the Share
data feature.

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10.9. My Android device will not connect to my computer and I
can’t install CyberTracker/import patrols, what can I do?
1. Make sure the device is plugged into the computer and enabled to ‘Transfer
Files’. To do this, swipe down on the top of the screen and change from ‘USB
Charging’ to ‘Transfer Files’. - This is a common issue with getting the .apk
file for CyberTracker for the first installation.

2. With the device plugged in, ‘Export the Patrol Configurable Model’ to the
device, the first time, you should get an error message saying that Before
CyberTracker can be used it must be installed on the device.

3. Check the ‘File Manager’ for the .apk file. It should appear near the bottom of
the Internal Storage window. Here, you will need to give the device
permission to open the file.

4. Once it is installed, you can resend the Patrol Configurable Model to the
device and it should work. If the device has been disconnected, follow Step 1
again.

Figure 8. Devices not properly set to ‘Transfer Files’ under USB settings is a
common issue when using CyberTracker/SMART Mobile. Photo: J.Slade/GWC

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10.10 Android settings and troubleshooting SMART Mobile
For most SMART Mobile users we recommend turning off advanced location
features, as these “high accuracy” setting are often less accurate in the places we
work.
Below are details on how to set you phone to use GPS only location settings based on
[this guidance from Google].
Android 10

1. Open your device’s Settings app.

2. Tap Location.
3. Tap Wi-Fi and Bluetooth scanning.
4. Turn both Wi-Fi scanning and Bluetooth scanning to off.
5. Go back a screen
6. Turn Emergency Location Services off

Android 9 To change location settings:

1. Open your device's Settings app.

2. Tap Security & Location
a. If you have a work profile, tap Advanced.
Then

1. Turn Location on. Tap Location.

2. Scan for nearby networks: Tap Advanced Scanning. Turn Wi-Fi scanning or
Bluetooth scanning off.

3. Turn emergency location service on or off: Tap Advanced Google Emergency

Location Service. Turn Emergency Location Service off.

Android 6.0 – 8.1

1. Open your phone's Settings app.

2. Tap Security & Location. If you don't see "Security & Location," tap Location.
3. Tap Mode.
4. Then pick: Device only: Use only GPS. Don’t use Google Location Services to
provide location information. This can estimate your phone's location more

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slowly and use more battery.

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5. Set the location mode to device only

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● Other suggested Android general settings

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131
 SMART Partners

The SMART Partnership is a group of global conservation

agencies, conservation organizations, and individuals
that share a mission to conserve biodiversity, reduce the
impacts of illegal extraction and trade of natural
resources, strengthen law enforcement related to
biodiversity conservation and strengthen overall
management of conservation areas.

SMART Values

● Freely available and open source

● Responds to needs and feedback from front-line users
● Scalable and customizable to a wide variety of locations and contexts
● Packaged with an extensive support and training network
● Commitment to long-term funding and support through the SMART
Partnership

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