Exercise 1: Getting started with ArcGIS Data Reviewer for Desktop

Complexity: Beginner Data Requirement: ArcGIS Tutorial Data for Desktop Data Path: C:\ArcGIS\ArcTutor\DataReviewer Goal: To create a new Reviewer session and write records to the Reviewer table, then correct and verify them.

In this exercise, you are going to learn how to create and use a Reviewer session. You are going to create a Reviewer workspace and add a record to the Reviewer table. You are then going to finish the quality control cycle by correcting and verifying the record.

Exercise 1a: Starting and configuring a Reviewer Session

For this portion of the exercise, you use the Reviewer Session Manager to create a Reviewer workspace. During the exercise, the Reviewer Session Manager creates the Reviewer schema, which includes the Reviewer table and the Reviewer feature dataset, in an empty geodatabase.

A Reviewer session is a way to organize the records in the Reviewer table. A unique session could be created for each person performing the review or for each area being reviewed.

Steps:

1. Start ArcMap.
2. Open the Reviewer.mxd file.

   The Reviewer.mxd file is located in the DataReviewer directory where the sample data has been copied.

3. Set the Quality Control Toolbar Settings by clicking Customize > Production > Toolbar Settings > Quality Control.
4. Click the Reviewer Session Manager button on the Data Reviewer toolbar.

   The Data Reviewer toolbar will be docked in the upper left of the ArcMap display.

   The Reviewer Session Manager dialog box appears.

5. Click Browse in the Reviewer Workspace area.

   The Reviewer Workspace dialog box appears.

6. Navigate to the Reviewer.gdb and click Add.

   The Reviewer.gdb is located in the DataReviewer directory where the sample data was copied. Reviewer.gdb appears in the Reviewer Workspace area in the Reviewer Session Manager dialog box.

   The User Name value is automatically populated with your Windows login name.

7. If necessary, update the value in the User Name text box.
8. Click New.

   The Reviewer Workspace Properties dialog box appears. This dialog box only appears the first time you create a session in a Reviewer workspace.
9. Ensure that the Use Active Data Frame Spatial Reference option is selected and click OK.

   The Reviewer Session Manager dialog box appears with the session information populated. At this point, the Reviewer tables and feature dataset are created in the Reviewer.gdb. The Reviewer feature dataset has the chosen spatial reference. It is important to ensure that the spatial reference of the Reviewer feature dataset matches the spatial reference of the data being reviewed.

10. Type Exercise 1 in the Name text box.
    The Reviewer Dataset Version will remain unavailable. This option is only used if the Reviewer database is in an SDE database.

11. Click Start Session.

    The button name changes to End Session.

12. Click Close.

    The Reviewer Session Manager dialog box closes, and the Reviewer tools use the current session when writing to the Reviewer table.

Exercise 1b: Committing records to the Reviewer table

The first stage in the data review cycle is to find issues with your data. Once an issue is identified, the feature is committed to the Reviewer table with a description of the issue.

Steps:

1. Zoom to the Commit Record bookmark by clicking Bookmarks > Commit Record on the Main Menu toolbar.

   Near the center of the screen, you will see a road that is straight even though the image shows that the road curves.

2. Select the feature from the MajorRoads feature class.
3. Click the Commit to Reviewer Table button on the Data Reviewer toolbar.

   The Commit to Reviewer Table dialog box appears.

4. Choose Reshape Line from the Enter Reviewer Status list.
5. Enter additional information such as Road needs to be reshaped. in the Notes text box.
6. Click the Severity drop-down arrow and change the value to 3.

7. Click OK.

   The Commit to Reviewer Table dialog box closes. A record is written to the Reviewer table.

8. If the Reviewer Table window is not visible in ArcMap, click the Reviewer Table button on the Data Reviewer toolbar.

   The Reviewer Table window appears. Ensure that the Reviewer table is docked at the bottom of ArcMap and adjust the height so you can see the record.
9. Double-click the record.

   The feature associated with the record is selected, and the extent is zoomed to the extent of the feature.

10. Scroll the Reviewer table to the right to see the values for the record.

    Notice that the Status you chose from the list appears in the REVIEWSTATUS field. The ObjectId of the feature appears in the OBJECTID field, and the name of the feature class appears in the ORIGINTABLE field. Also notice that the session user name is populated in the REVIEWTECHNICIAN field.

Exercise 1c: Correcting and verifying records in the Reviewer table

Once an issue is identified in the data, the issue needs to be fixed. The final step in the review cycle is to verify that the identified issue has been correctly fixed.

Often, the person who identifies an error may not be the same person who corrects it. The status of the issue can be tracked in fields in the Reviewer table record.

Steps:

1. Click the Production Start Editing button on the Production Editing toolbar.
   Note:

   If you only have a Data Reviewer license, you can start an edit session using the Editor toolbar.

   Note:

   If you have a Production Mapping license, the Manage Features and Feature Attribute windows appear. These windows allow you to update the attributes of features. You will not need them for this exercise, so you can close them using the Close button in the upper right corner of the window.

2. Double-click the Reviewer table record.

   This selects and zooms to the road feature you committed.

3. Click the Reshape Feature tool on the Production Editing toolbar.
   Note:

   If you only have a Data Reviewer license, you can activate the Reshape Feature tool using the Editor toolbar.

4. Create an edit sketch that intersects the selected feature twice and follows the road in the image.

5. Double-click or press F2 to finish the sketch.

   The feature is reshaped.

6. Click the Stop Editing button on the Production Editing toolbar.
   Note:

   If you only have a Data Reviewer license, you can stop an edit session using the Editor toolbar.

7. Click Yes on the Save dialog box.

   Now that the issue has been fixed in the data, the status of the Reviewer table record also needs to be updated.

8. Ensure that the Reviewer table record is selected.
9. Right-click the record and click Enter Correction Status.

   The Reviewer Correction dialog box appears.

10. Click the Evaluation drop-down arrow and choose Resolved.
11. Click the Explanation drop-down arrow and choose Per Guidance.

12. Click OK.

    The Reviewer table record is updated.

13. Scroll in the Reviewer table until you can see the CORRECTIONTECHNICIAN, CORRECTIONDATE, and CORRECTIONSTATUS fields.

    Notice that they are now populated with your user name, the current date and time, and the values you specified on the Reviewer Correction dialog box.

    Now that the Reviewer table record has been corrected, the next stage is to verify the record. Depending on the way you choose to implement the review cycle, this action may be performed by someone who did not fix the error.

14. Right-click the record and click Enter Verification Status.

    The Reviewer Verify dialog box appears.

15. Choose Acceptable from the Reviewer Verify list.

16. Click OK.

    The Reviewer table record is updated.

17. Scroll in the Reviewer table until you can see the VERIFICATIONTECHNICIAN, VERIFICATIONDATE, and VERIFICATIONSTATUS fields.

    Notice that they are now populated with your user name, the current date and time, and the value you specified on the Reviewer Verify dialog box.

Exercise 1d: Ending a Reviewer session

The Reviewer Session Manager allows you to end a Reviewer session. This allows you to change to a different Reviewer session while remaining in ArcMap. If you do not end the Reviewer session, it will be automatically ended when you close ArcMap.

Steps:

1. Click the Reviewer Session Manager button on the Data Reviewer toolbar.

   The Reviewer Session Manager dialog box appears.

2. Click End Session.

   The Reviewer session ends, and the button name changes to Start Session.

3. Click Close.

   The Reviewer Session Manager dialog box closes.

In this exercise, you started and ended a Reviewer session and took a single Reviewer table record through the data validation life cycle. You can now learn about checks and batch jobs in Exercise 2: Working with batch jobs.