expoweb/handbook/survey/newwallet.html
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<title>Handbook - Starting a new survey wallet</title>
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<h2 id="tophead">CUCC Expedition Handbook - New survey wallet</h2>
<h1>Creating a new survey wallet</h1>
<h2>Great, I have discovered a new cave...</h2>
<p>If you have not come to this page from <a href="newcave.html">Starting a New Cave"</a> then go and read that first.
<div style="width:100%;height:50px;background:#C8E1E2" align="center">
This page outlines step 2 of the survey production process. Each step is documented separately.<br />
<!-- Yes we need some proper context-marking here, breadcrumb trails or something.
Maybe a colour scheme for just this sequence of pages
-->
<a href="newcave.html">1</a>
- <a href="newwallet.html">2</a>
- <a href="newsurvex.html">3</a>
- <a href="drawup.htm">4</a>
- <a href="newrig.html">5</a>
- <a href="caveentry.html">6</a>
- <a href="ententry.html">7</a>
- <a href="cavedescription.html">8</a></div>
<div class="onright">
<figure>
<a href="../l/new-cave-form.html">
<img src="../t/new-cave-form.jpg"></a>
<figcaption style="text-align: center">
<em>New Cave Data Sheet<br>(click for instructions)</em>
</figcaption>
</figure>
</div>
<h2>Process</h2>
<p>
<h3 id="newcavepaperform">If it is a new cave</h3>
<ul>
<li>Fill out a paper "New Data Sheet"
</ul>
<p>Click on the image on the right for a page of further instructions.
<h3 id="newwallet">Starting a new wallet</h3>
<ol>
<li>Put all your written notes into the next empty "wallet":
(a transparent folder/envelope, also sometimes known as a "pocket") in this year's lever-arch file (the "wallet binder") labelled
e.g. "Expo Survey 2018" in the potato hut*.
<li>The wallet has a paper sticky label on it with the wallet-identifier,
e.g. <b>2018#22</b>, already printed on the label.
<li>Write the date and the names of the people on the trip on the label.
<li>Tick whether your trip was a surface or a cave trip.
<li>Write the name of the cave (with number if you know it), e.g. "264 Balkon"
<li>Write the area in the cave you did your surveying, e.g. "mongol rally"<br />
<li>Now turn to the index sheets at the front of the folder,
and fill in the line (e.g. 2018#22) for your wallet
<ul>
<li>"264 mongol rally"
<li>date of trip
<li>people who were on it
<li>then there are a lot of tick boxes. The explanations for these will come later.
</ul>
<div style="text-align: center">
<figure>
<a href="../l/walletindex.html" border=1><img src="../t/2017-wallet-coverlist.jpg"></a>
<figcaption>
<em>wallet index sheet - click for larger image</em>
</figcaption>
</figure>
</div>
</p>
<li>Now, if you have not done it immediately after you left the cave,
photograph all the pages of survey notes with your phone.
Get one or more of the people also on the trip to do this too.
<li>Now upload the scanned notes using the <a href="/scanupload/2021:01">Upload Scans</a> form.
Click on the wallet name to the right of the central name on the form
until you are centred on the wallet id of the plastic wallet you have put the notes into.
You can use either your own phone or a laptop connected to the potato hut scanner (instructions below). All you need is the 'expo' password.
<li>Now you will go on to do the data entry to make a survex file, but you will come back to these instructions when you
need to upload the hand-drawn sketches which you will do on top of the survex printed graphical centrelines.
</ol>
<p>* As people spend longer and longer at top camp, we may establish
a wallet file at top camp
too, with pre-allocated numbers.
<style>figure {font-weight: bold; font-size: small; font-family: sans-serif;font-variant-caps: small-caps;}</style>
<div class="onright">
<figure>
<a href="../i/qm-image.jpg">
<img width=85% src="../i/qm-image.jpg"></a>
<figcaption style="font-variant-caps: small-caps;">
<em>Original notes (click to enlarge)</em>
</figcaption>
</figure>
</div>
<h3>The original notes</h3>
<p>The original notes and sketches should be filed in the clearly marked
wallet. Rip them out of the notebook, don't take them caving again and <em>don't leave them lying around to
be "G&ouml;ssered"!</em></p>
<p>The notes (all of them, including dates, personnel, calibration, LRUD,
station details, etc.) should be filed away in the wallet in the current year's
surveys file. You should include a transcription on a sheet of paper if they are illegible
(to other people; if you can't read them yourself, go back and do the survey
again!). Even if you do this, never throw away the original notes.</p>
<!-- Original text: ...copied onto a fresh page of the Survey Book
while everyone's memory is still fresh (this helps if something is only
marginally legible). This should be proof checked by someone else. Current
survey books are divided into "Kaninchenh&ouml;hle" (usually referred to as
"KH Survey book") and "surface stuff and other caves" (usually referred to as
"notKH survey book"). There should be an index page at the front, which you
should also fill in so that people can find your survey again.</p>-->
<h3 id="existing">Check existing online wallets (surveyscans folders)</h3>
<p>As well as looking through the other plastic wallets in this year's lever-arch binder, have a look online at
the <a href="/survey_scans/">list of all online wallets</a> and have a look at all the folders referred to
in your cave in, e.g. here is the data for <a href="/survexfile/204">cave 204</a>: the wallet identifier is
in the right-most column titles "Scans". If you are doing an entirely new cave, then this won't exist yet but it
will be where your new discovery is eventually published.
<p>As well as following through the links on those pages, have a look at the
<a href="/dwgfiles">drawings files page</a> which lists all the Tunnel and Therion files, and associated with each, the wallets and
their the scanned notes, plan and elevation scans ("Scan files" column).
<h3 id="onlinew">Scan the notes into the online wallet</h3>
<style>figure {font-weight: bold; font-size: small; font-family: sans-serif;font-variant-caps: small-caps;}</style>
<div class="onright">
<figure>
<a href="../l/life-wallet.html">
<img src="../t/life-wallet.jpg"></a>
<figcaption style="font-variant-caps: small-caps;">
<em>The things you do with a wallet (click to enlarge)</em>
</figcaption>
</figure>
</div>
<p>Each wallet has a corresponding folder in the online system where a record is kept
of what information is in the wallet and where the corresponding survey data is filed:
<pre>
/expofiles/surveyscans/2018/2018#19/
</pre>
<p>This is where the scanned (or photographed) copies of the survey notes are kept.
<p id="scan">To use the scanner attached to the <em>expo laptop</em>, select the "Simple Scan"
icon from the vertical menu of icons which you get by clicking on
"Activities" in the top lefthand corner of the screen.
<div class="onright">
<figure>
<a href="../l/seq-wallet.html">
<img src="../t/seq-wallet.jpg"></a>
<figcaption style="font-variant-caps: small-caps;">
<em>Interactions with survex files <br>(click to enlarge)</em>
</figcaption>
</figure>
</div>
<p style="margin-left:20px">[ Normal people should skip this,
but nerds need to look here
to understand the <a href="onlinewallet.html">online wallet maintenance process</a> ].
<p>If your initial backup photos of your notes were poor quality, use the
scanner in the potato hut to make better copies. Scan to JPEG format as .jpg files.
<p>Name the scanned pages "<em>notes-1.jpg</em>, or <em>notes-cavepassagename.jpg</em>" etc. This is important as a script detects
whether these files exist (with names beginning "notes..", "plan.." and "elev..") and if you name them something else it will hassle
you unnecessarily.
<p style="margin-left:20px">[ Note to maintainers: do not rename these files even if they have been created with the wrong names.
They are permanently referred to by the tunnel/therion/troggle system !]
<div class="onright">
<figure>
<a href="/scanupload/2018:19">
<img src="../t/scan-upload-files.jpg"></a>
<figcaption style="font-variant-caps: small-caps;">
<em>File list in a wallet (click to open form online)</em>
</figcaption>
</figure>
</div>
<h3>Uploading the scanned files to the server</h3>
<ul>
<li>Use the <a href="/scanupload/2022:01">Upload Scans</a> form
</ul>
<p>Upload the scanned files from any computer with internet access using the <a href="/scanupload/2022:01">Upload Scans</a> form.
You will need to login as user 'expo' with the usual {cavy:beery} password.
<p>The form shows the files already uploaded in the online wallet, and you click on the very large "Choose files" button to open a file
chooser dialog where you can select several files at once to upload.
<p>Some of the tickboxes on the lower half of the form correspond to the tickboxes on <a
href="../l/walletindex.html">the paper index sheet</a> (shown in more detail <a
href="/expofiles/documents/surveying/surveyIndex2022.pdf">here</a>). Other tickboxes record whether it is a tiny cave
not worth surveying (no survex, plan or elevation required), a simple pit (no plan required) or a flat grovel (no
elevation required).
<div class="onleft">
<figure>
<a href="../i/wallet-chkboxes.jpg">
<img src="../t/wallet-chkboxes.jpg"></a>
<figcaption style="font-variant-caps: small-caps;">
<em>Checkboxes on an online wallet<br>(click to enlarge)</em>
</figcaption>
</figure>
</div>
You can tick the "Cave description" checkbox when you have written the description in the survex file (see <a
href="cavedescription.html">Cave Description"</a>).
<p>
The QMs are written into the survex file as described in the <a href="qmentry.html">Adding QMs</a> handbook page.
<p>The "Website updated" checkbox is for later when you copy the description text from the survex
file into the Cave Description page of the online cave registration form. This is described in the <a
href="cavedescription.html">Cave Description"</a> page and on Step 6 of this survey process
<a href="caveentry.html">Creating a new cave in the online system</a>.
<p style="margin:4%">
[ Note that the paper form has 3 boxes for the survex
file: the numbers for the survey legs (data), the numbers for the LRUDs, and the description / QMs. The online form only has the QMs and a filename for the survex file. ]
<p>Scanned survey notes are voluminous and so are not kept in the version control system. So for safety, if you upload a file with the same name as one already there,
the upload process will add a random suffix to the filename. You will need to contact a nerd to confirm which one you want to keep.
<p>You will be using the expo laptop to do the scanning
and you will need to put the scanned files somewhere before you upload them. So to avoid confusion, put them in the folder corresponding
to your wallet name, e.g. for
<a href="/survey_scans/2018%252319/">2018#19</a> put them in:
<pre>
/home/expo/expofiles/surveyscans/2018/2018#19/
</pre>
But then please upload them to the wallet on the server using the upload form. Don't just leave them on the expo laptop.
<p><a href="/scanupload/2018:19">This is what that wallet looks like</a> using
the <a href="/scanupload/2018:19">Upload Scans</a> form.
<p>
<code>
If someone made a mistake and you are the nerd who needs to rename a file then be aware that this is much, much easier using
the <em>expo laptop</em>, but first, you should read the <a href="onlinewallet.html">online wallet maintainers' notes</a>
<br><br>The correct folder
on the expo server is the same as that on the expo laptop - because we set up the expo laptop to be like that.
But you will need to learn how to use Filezilla <a href="../computing/uploading.html#init">(expo-relevant instructions here)</a>
to move and rearrange things on the server to match.
Please <em>only copy files to the server that you created yourself and which live in your own wallet folder</em>
<br><br>If you want to use your own laptop for complex rearrangements of files in the server's online wallets you need a
<a href="../computing/basiclaptop.html">minimal laptop setup</a>
- as <a href="../computing/uploading.html">documented for complex uploading your expo photographs</a>.
</code>
<h3 id="runsurvex">Storing your electronic survey .topo files</h3>
<p>If you used a PDA instead of making notes on paper, you need to store your .topo files.
Put them in exactly the same place as a scanned survey sketch would go, but also write a paper note and put it in the plastic wallet in the potato hut to prevent someone re-using that wallet number.
See the <a href="pdanotes.html">PDA specific instructions</a>
<p>If you are using the expo laptop just upload the .topo files using the <a href="/scanupload/2022:01">Upload Scans</a> form and also copy them to an ordinary <em>online</em> wallet
wallet, as there is no physical wallet,
e.g. for 2018#16 it would be:
<pre>
/home/expo/expofiles/surveyscans/2018/2018#16/
</pre>
in the same way as you do scanned notes or scanned survey sketches. (We used to use a different naming scheme for non-physical wallets, but that turned out to be both confusing and not necessary.)
<p>If you are not in the potato hut and your screen is too small to use the upload form then email all the .topo files
to a friendly nerd (not necessarily on expo) who will upload them in the right place.
<hr />
<p>Back to the previous page in this sequence
<a href="newcave.html">Creating a new cave in the online system</a>.
<br />Take a side trip to the <a href="onlinewallet.html">online wallet maintainers' notes</a>.
<br />Now go the the next page in this sequence <a href="newsurvex.html">Starting a new survex file"</a>.
<hr />
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