1. Electronic Field Study Advanced User Training
Start: 9:00 a.m.
Break: 10:15 a.m.
End 12:00 p.m.

2. Electronic Field Study Advanced User Training Training Objectives
Exporting Data from Analysis Tools
Creating a New Workspace from scratch
Adding GIS Layers to the Workspace
Creating ‘Search Profiles’
Starter Maps and GIS Images
Customization of the EFS Interface
Wrap Up & Getting Help

3. Steps to Create Shapefile Datasets
Electronic Field Study Advanced User Training Exporting Data from Analysis Tools
The ‘Image Analysis’ tools can create shapefiles
Distance tool will create polyline features
Area tool will create polygon features
Location tool will create point features
Steps to Create Shapefile Datasets
Select the appropriate tool for desired shapefile type (i.e. point, line, or polygon)
Modify tool properties by selecting ‘Tools’ dropdown and select ‘Properties’
Under the ‘Export Data’ tab, check the ‘Export Data’ option box
Change ‘Export Format’ to ‘shapefile’ and specify save location under ‘Settings’
Select ‘User’ as the ‘Template Source’ and configure new attribute table under ‘Settings’
Specify desired output coordinate system and click OK
Create your shapefile by using the analysis tool and inputting relevant data
End the process by returning to tool properties and uncheck the ‘Export Data’ option

4. Close any open workspace File->New Workspace
Electronic Field Study Advanced User Training Creating a New Workspace from Scratch
Close any open workspace
File->New Workspace
Load Base Map dialog box presented
Select your warehouse where desired map resides
Warehouse Base Map dialog box presented
Select your map from the list
New Workspace has been created
Save Workspace with a filename you choose

5. Phase 1: Sourcing and Projecting your data
Electronic Field Study Advanced User Training Adding a GIS Layer to the Workspace
Phase 1: Sourcing and Projecting your data
Source the SDE table or Shapefile from a central location
Set the Coordinate System

6. Phase 2: Set the Data Properties
Electronic Field Study Advanced User Training Adding a GIS Layer to the Workspace
Phase 2: Set the Data Properties
Set Object Attributes (color, fill shading)
Set the Drawing Attributes
Verify the Coordinate System
Set display name for the layer

7. Phase 3: Configure GIS Object Query Display
Electronic Field Study Advanced User Training Adding a GIS Layer to the Workspace
Phase 3: Configure GIS Object Query Display
Set your Query Display Field from the Attribute Table
You can also create a custom field for display

8. Electronic Field Study Advanced User Training Query Execute Field
You can access an executable hyperlink via a field in your layer’s attribute table
Select your executable attribute field under ‘Query Execute Field’
Your users can execute this command by holding ‘E’ on their keyboard and querying a feature

9. Phase 4: Configure Auto Label Settings
Electronic Field Study Advanced User Training Adding a GIS Layer to the Workspace
Phase 4: Configure Auto Label Settings
Turn on Auto Labeling (if desired)
Set label source from Attribute Table
Specify Label Attributes (font, color, etc.)

10. Electronic Field Study Advanced User Training Creating Search Profiles
Not part of Workspace
Go to: Navigate –> ‘Address Search Setup’ OR ‘GIS Search Setup’
‘Address Search Setup’ is for addressing data
‘GIS Search Setup’ is for all other search data criteria

11. Electronic Field Study Advanced User Training Address Search Setup
Double-click on appropriate database field
Only ‘Number’ and ‘Street Name’ are searchable
‘Number’ = House Number & ‘Street Name’ = Street name field

12. Electronic Field Study Advanced User Training GIS Search Setup
Double-click on appropriate database field
Only ‘Numeric’ and ‘Alpha-num’ are searchable
‘Numeric’ = Numeric data & ‘Alpha-num’ = Alphanumeric data

13. OR Custom Basemaps can be created from two sources:
Electronic Field Study Advanced User Training Starter Maps & GIS Images
Custom Basemaps can be created from two sources:
Existing .JPEG image with associated world file (.JGW)
From GIS layers already added to EFS workspace OR

14. Electronic Field Study Advanced User Training Starter Maps & GIS Images
Existing .JPGs with world files (.jgw) can be added to EFS
Export .JPG (with associated world file) to ‘Maps and GIS’ folder.
Select ‘Add Orthogonal Image’ under ‘Workspace’ dropdown in EFS
Change ‘Files of type’ to ‘All Files’ and locate your desired basemap ‘.JPG’
Double click ‘.JPG’ and EFS will load associated worldfile
.PMI file (Pictometry Map Image) will automatically be created in the same directory and added to EFS workspace
You may need to try several DPI values when exporting your initial JPG for optimal performance in EFS

15. Electronic Field Study Advanced User Training Starter Maps & GIS Images
GIS layers in your EFS workspace can be turned into a basemap
Select ‘Create New GIS Image’ under ‘Workspace’ dropdown in EFS
Select the GIS layers to be included in your new GIS basemap image
Note: GIS layers to be included in your basemap must be visible at a countywide scale
This can be configured with the GIS layer properties ‘Drawing Attributes’
Set an initial zoom level (GSD), set a background color and basemap name and select ‘OK”

16. Electronic Field Study Advanced User Training Customization of the EFS Interface
Via the Tools – Customize
Tools -> Customize -> Config’s Tab
Allows you to save, load and switch between ‘Layouts’
EFS 2.7 Configuration Editor
Does the above, plus a LOT more! See the ‘Configuration Editor 2.0 Guide’
Saves Layout, Tool Configurations, EFS configurations
Can be applied automatically during ‘setup.exe’ of EFS

17. Electronic Field Study Advanced User Training EFS Updates
Either done ‘Manually’ or via ‘Updater’
Manually
Help Pull-down Menu -> Pictometry on the Web
Online Updates
If the computer is connected to the Internet, this will bring the user to our site where they can access any updates that are available.
‘Product Support’ tab
‘Tech Updates’
Sign-up to receive s with our product updates (Recommended Method)
Updater
Updater is installed when EFS is installed
Will automatically check to see if updates are available
The Updater is NOT the recommended method

18. Electronic Field Study Advanced User Training Training Objectives
Exporting Data from Analysis Tools
Creating a New Workspace from scratch
Adding GIS Layers to the Workspace
Creating ‘Search Profiles’
Starter Maps and GIS Images
Customization of the EFS Interface
Wrap Up & Getting Help

19. Electronic Field Study Advanced User Training Wrap Up & Getting Help
Go To:
Sign up for Technical Updates
Attend Free Webinar Trainings
Download documentation and videos
EFS 2.7 User Guide
User guide is installed with EFS
Can be accessed via ‘Help’  ‘Users Guide’ in EFS
Include screen captures, descriptions, versions
Call:
Customer Support is available 8:30 - 5:30 Eastern time