UKHab & BNG #6: Working with baseline data – Exporting Data

5 minutes

Depending on how you wish to use your UKHab survey data and which programs you wish to utilise further down the line, you’ll potentially want to export your data in several different ways. Doing this in the UKHab & BNG Platform is simple. Begin by:

  • Clicking the blue ‘Export’ button in the top right of the screen.

The dropdown will then provide you with several options.

Map Export

The first option is to export a map image. This will provide you with a preview map centred on your habitat records.

  • You can interact with the map as normal to adjust your zoom level, for example.
  • The map also respects any filters you have set.
  • Switch your export between portrait or landscape mode by clicking the toggle uner ‘Map’

A compass and legend are added to your map by default, the position of these can be adjusted to suit your preference by clicking and dragging to your desired position. Toggle them on or off, as required. You can also print your legend as a separate image, providing you with a separate map image and legend image in your export.

You can also upload a logo to your map legend and provide additional details to yoru map.

Feature names and secondary codes are also available to add to the map. Feature names are custom names you assign to your habitat records in the baseline table (e.g. “Plot 1”).

The key will automatically update to only show references to those habitats displayed in the map view.

When you are happy with your map you can export it using the blue button in the bottom right corner. The map will be exported as a .png ready for you to place into existing report templates.

Data Export

You have several options when exporting your data:

  • Current View – This option exports all records in the forms that you have currently selected. The view also respects your currently toggled columns and their order as well as any active filters.
  • Selected Records – This option exports only those records you have currently selected. These can be across multiple different forms
  • Export Metric Workbook – exports your baselined data directly into the Metric Calculation Tool (statutory and metric 4.0 versions). This export comes with several additional options.
    • Macro-enabled – The toggle allows you to turn the metric workbook macros on or off.
    • Consolidate identical features – This will consolidate features with the same habitat type, irreplaceable flag, condition and strategic significance.
    • Site Type – Allows you to choose to import your data to the On-site or Off-site worksheet in teh tmetric tool.
    • Sort features by – Sorts your features n teh workbook by habitat type or by the Coreo survey id.

Note: When exporting your data into the Metric Calculation Tool you may notice some entries are incomplete. Not all UKHab habitats and codes have a metric equivalent (such as Other calcareous grassland). In these cases you should edit the record in question in the Coreo app (converting it to the nearest matching metric habitat type) and re-export your data.

  • UKHab Condition assessments – exports your baseline data directly into the DEFRA Condition Assessments workbook.

Note: The official Condition Assessments workbook has a limit of 10 records of the same type. If your project exceeds this limit additional workbooks will be included in the export for every additional 10 records of that habitat type

  • Export group – Will export all forms currently selected in the UKHab group.
    • You can also select one of the individual forms listed under the UKHab group and export only the records in that form and associated sub-forms (e.g UKHab Pre-Survey).

Note: If you wish to export data from a subform you will need to do so via the overarching form that subform is associated with. To illustrate if we want to export quadrat data (and associated species data) we must have the ‘UKHab Survey’ form active, as the quadrat form is nested within the UKHab survey form. The export list will only show top level forms.

Regardless of the option you choose you will be presented with a window with a range of export options.

You can export in:

  • CSV – Produces CSV’s for each form (forms are linked if combined exports is togglerd on)
  • Shapefile – Produces a combined shapefile with attribute tables for each form that contains geometry.
  • GeoJSON – Produces a combined shapefile with attribute tables for each form that contains geometry.
  • GeoPackage – Produces a combined shapefile with attribute tables for each form that contains geometry.
  • Media – Produces a folder containing all media associated with the exported forms. These are organised into relevant subfo

Each option has a tickbox next to it, tick all that apply and then:

  • Click ‘Export selected formats’.

A notification will appear informing you of the status of your export, once it is complete:

  • Click ‘Download export’.

Exporting in Detail view

You can also export individual records via the record detail view.

  • First open the detail view of your chosen record by clicking the ‘i’ icon of the record in the record list.

Or:

  • Clicking ‘View record’ in the record information sidepanel.
  • Then click the blue ‘Export’ button in the top right of the detail view.
  • This will reveal the full list of export options, just as you would have available on the options found in main records page.

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