Getting Started Guides

TerraGo Edge


TerraGo Publisher


TerraGo Composer


TerraGo Toolbar


TerraGo Edge

 

Hit the Ground Running!

TerraGo Edge delivers effortless mobile data collection for any consumer and synchronous collaboration with anyone, anywhere, anytime.

Wheather you are testing out TerraGo Edge through a free trial, or deploying the product throuhgout your mobile workforce, here’s a few quick feature how-to’s to get you started easily and quickly.


Compile A Notebook

Notebooks are the primary organizational file for managing your projects. They contain your notes, forms, maps, photos, videos and more. When teams collect data using notebooks, that information is synced across devices and the TerraGo Edge Server.

If you choose to enter notes outside of a notebook, those notes will be available only on your own device.


Creating a Notebook

  • From the dashboard of any device, select “Add Notebook.”
  • Name the notebook, and attach any forms or maps you’d like bundled with the notebook. If you choose not to attach any forms, you’ll still be able to use basic text and photo/video notes. You’ll also have access to some free online maps if you have an internet connection.
  • Once your notebook is created, tap or click on the notebook to enter it.
  • Now that you are in a notebook, you can view your notes in any of 3 views: list view, card view or map view. Tap or click on the icons at the top right of the screen to change between these views.
  • To create a note, tap the add note (+) button.

Take A Note

Notes can be made within a structured form (TerraGo Edge provides existing forms and also allows users to create custom forms to meet their specific criteria) or by simply documenting an observation.


Creating a Note

  • To add a Note, enter a Note Name at the top of the screen. This is the only required field for Notes. You can also convert the note into a task with completion status by ticking the checkbox to the right of this field.
  • To include an image, video, audio, form or other attachment to the Note, select one of the large tile icons at the bottom of the screen. You will be prompted to select any media you’d like to be attached.
  • By default, a new Note uses your current GPS location. If you’d like to use a different location for the note, you can do this in several ways from this screen:
    • By tapping and holding anywhere on the map. You can also pinch the map to zoom in and out.
    • By searching for a location with the search bar at the top of the map.
    • By entering your own latitude and longitude coordinates at the bottom left of the map.

Map it Out (iPad)

A map provides an easy way to visualize your notes’ location data allows you to change the location of existing Notes and gives you the option to select any map you want to display.


Adding a Note

To add a note while in map view, tap and hold anywhere on the map, then tap Create Note. Follow the directions from above on creating a note to add the note normally*.

*If you have not selected a notebook, the map will default to “All Notes” and your notes will be stored locally only. Be sure to select the appropriate notebook for your notes if you did not enter directly from a notebook link.


Adding a Polygon

To draw a polygon, tap the Draw icon at the top middle of the screen (it will turn orange). Next, tap on the map to add vertices to the polygon. When you are done, tap the orange draw icon at the top of the screen again.


Changing Maps

To use a different base map*, tap on the name of the map on the top-left corner of the map in the toolbar. You will be able to select between online maps (Google Road, Bing Satellite, etc.) if you have a connection, or any offline maps that you have attached to the notebook.

* If you use an offline map and your current location is outside of that region, you may see a screen that is entirely gray.


Dealing with Clusters

If several notes are located close to each other, a cluster icon will replace them. Tap/click on the note cluster, and a list of the notes will appear on the left. To edit an individual note from this list, you can swipe left on an iOS device to edit that specific note.


Forms

Forms* allow you to enable structured data collection when you add notes and customize the app for to meet the needs of your specific workflows.

*Forms can be used on any device, but only created on TerraGo Edge Server (desktop web).

  • To create a Form*, go to Forms then click on the New Form button at the top right.
  • Enter the name of your form and the category the form should exist in.
  • To add fields, drag them from the right column to the left preview column.
  • To edit a field’s properties, click on the field in the preview pane on the left and its properties will appear on the right. You can make fields mandatory, limit number of characters, setup select options and enforce data types.
  • Click the Save button at the top right when your form is ready.

*In order to use forms in your notebooks, you must attach them to the notebook. You can do this when you first create the notebook or afterwards by editing a notebook. If you don’t attach forms, they will not appear when you tap the forms button on the Create Note screen.


I Want My Map

If you’d like to use custom maps which are available offline, you can import GeoPDFs® / GeoTIFFs or create brand new ones using MapQuest online.

Note: You can view offline maps on any platform, but only create or import maps on TerraGo Edge Server (desktop web). The best practice is to create these in a notebook on the server and then sync them to your devices before you head out into the field.


Creating a New Map

  • On desktop Web, go to Maps, then click the orange New Map button.
  • Enter a name for the map in the text field at the top right.
  • Search or pan for the area you’d like to create an offline map for.
  • #Click on the crop button at the top right, and select the area you want to create a map out of.
  • On the left, select the zoom levels you’d like included with the map.

Note: The bigger the area and the more zoom levels you use, the larger the map will be. Large maps are slower to generate and sync, and will take up more space on your mobile clients. Maps may take anywhere from 5 seconds to 15 minutes to generate depending on your settings.


Importing a GeoPDF or GeoTiff

  • On desktop web, go to Maps, then click the orange New Map button.
  • Enter a name for the map in the text field at the top right (do this before pressing the import link.)
  • Click the Import link at the top right.
  • Choose the file location for your GeoPDF or GeoTIFF.
  • Once uploaded, select which layers you’d like to include.
  • Crop the map to your desired areas, then press the save button.

Note: TerraGo Edge currently generates base maps consisting of one layer only. If you select multiple layers from your GeoPDF or GeoTIFF, those layers will all be merged down and rasterized into one layer. If you’d like to be able to switch between layers, we recommend that you create a separate basemap for each layer by going through the import process multiple times.

You should now have all the tools to get started quickly. For more questions and training, please refer to TerraGo’s training videos .


TerraGo Publisher

 

How can I set up layers so that they are all in the output GeoPDF, but not turned on when the document first opens?

Click the Export Configuration button on the TerraGo Publisher® for ArcGIS® toolbar and select the Layers tab. In the Layers pane you will see that all of the layers in your ArcMap Table of Contents are present under GeoPDF® layers window. Right clicking on the layer in that GeoPDF layers window will allow you to change the layer initial visibility to off. You can also perform such actions as converting a layer to a group and removing the layer from the export.


I just installed and activated Publisher for ArcGIS, why are all my tools greyed out?

After the software is initially installed you will need to turn on the extensions by going to Customize—Extensions and checking the boxes next to the TerraGo Publisher options.


How can I embed all of my attribute information for my layers into a GeoPDF?

Click the Export Configuration dialog and select the Attributes tab. Select the boxes next to the Layers you wish to have the attribute information embedded for. You can control exactly which fields in your attribute table get exported by turning them on and off in ArcGIS by right clicking on the layer in the ArcMap Table of Contents and going to Properties—Fields. Unchecking the box in this tab will mean that field will not export to the output GeoPDF file.


How can I reduce the file size of my GeoPDF?

There are numerous factors that affect output file size. The number and type of layers, the amount of embedded attribute data, embedded hyperlinked document, how marker symbols are displayed, and image resolution can all result in larger file sizes. Limiting these factors will result in a smaller output file size. You can also choose to decrease the JPEG quality in your export configuration window. This can generally result in a smaller file size without much noticeable loss in quality. Files can also be post processed in Acrobat Professional to further compress a file utilizing their Document Processing—Optimize tool.


Can I export Hyperlinks?

TerraGo Publisher for ArcGIS supports one dynamic hyperlink per feature. This can be a hyperlink to a web address or to a document. In the Export Configuration dialog, click the Hyperlinks tab and select which layers contain the hyperlinks you wish to export. You are given the options to embed the hyperlinks in the GeoPDF or to create a zip file archive.

Generally, if you are only hyperlinking to web addresses, or to a couple of files you can choose to embed them without greatly increasing the output file size. If you are hyperlinking to numerous documents it is better to select the zip file archive option. This essentially pulls the hyperlinked documents, mirrors the path structure on your computer and places those hyperlinked documents and the GeoPDF into a zip file. After the file is unzipped, you will be able to access those embedded hyperlinks so long as the GeoPDF remains inside the unzipped folder.


TerraGo Composer

 

How can I convert a standard PDF or GeoSpatial PDF to a TerraGo GeoPDF®?

PDF’s created by non TerraGo software are not compatible with the TerraGo Toolbar®. However, TerraGo Composer® for Acrobat can be used to extend Toolbar rights to your documents! Composer’s GeoRegistration tool will allow a user to convert scanned PDF maps to GeoPDFs using standard GeoRegistration techniques.

Clicking the GeoMark Enable button, followed by going to File—Save As—TerraGo Enabled GeoPDF within Adobe Acrobat will allow you to extend full TerraGo Toolbar rights to those documents created by other geospatial softwares.


How can I change the mini coordinate display to show a projection/datum of my choice?

TerraGo Composer and TerraGo Toolbar support a robust series of coordinate system combinations. Upon installation the default displays are GCS and MGRS. To change these, click on the mini coordinate display. In the dialog that appears click on the > button in the lower right hand side and select the Set Projection Parameters option. The Coordinate System selector will allow you to perform a Smart Search or browse the list to select what Coordinate System you would like the mini coordinate bar to display.


How can I create a hyperlinked mapbook to allow me to easily navigate through all of my map tiles?

TerraGo Composer contains a mapbook creation tool that, upon clicking, allows you to select the series of tiles you want bound (usually created/exported by Data Driven Pages), select an index map to tie them to, and select an output folder. Once these three steps are completed the software will run and automatically add in adjacency hyperlinks, an index map grid, and bookmarks.


I have multiple GeoPDFs that I would like to make into one file, can I do that?

TerraGo Composer’s map assembler product will allow you to browse to a series of GeoPDFs and then stitch them together. If you are using a mapbook and would like to combine multiple tiles into one output file you can use the draw function to draw a polygon or line through the tiles in the index map that you would like assembled. If you have a vector map and would like to add a raster background you can open the vector file, click map assembler, then select add layers to active map to select the raster layer while preserving the layer and object data structure of the vector file.


How can I find the object data/attribute data in my map?

Object data is accessible using the Adobe Object Data tool. The easiest way to access this is to select the Adobe Pan tool, then right click and select Object Data Tool. It is also available in the Edit menu—Analysis—Object Data Tool. Once selected, the Object Data Tool will appear as a crosshair once placed over a feature with the embedded information. Clicking on the feature will open the Adobe Model Tree where the top pane will display all of the object data in the map, while the bottom pane displays the information tied to that particular feature.