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HOW TO UNLOCK
THE POWER OF YOUR TREE INVENTORY
WITH TECHNOLOGY
Presented by:
Josh Behounek
Davey Resource Group
573-673-7530
Josh.Behounek@davey.com
THURSDAY, APRIL 9TH, 2020
1 PM EST
Presented by:
Joe Hanson
City of Park Ridge, Illinois
847-318-5231
Jhansen@davey.com
POLL #1
Do You Have a Tree Inventory?
Agenda
• Trees are essential assets.
• Assets require management.
• Inventories promote
effective asset management.
Why?
Inventory
Types
1. Sample
• Study area is a representative subsection
2. Limited Scope
• Inventorying according to specific goals/attributes
3. Complete
• An area that is a complete management zone
Type:
Limited
Scope
Type:
Complete
Inventory
Type
Selection
Why are you considering a tree inventory?
What are the goals, needs, and challenges, as it
relates to your tree population?
How do you intend to use the data?
Who will collect the data?
Other Important Considerations
• Current and future staffing
• Available resources (time, money, etc.)
• Logistics of conducting the inventory
DATA MANAGEMENT
DATA COLLECTION
1. “Pen and Paper”
• Use tree tags
• Annotate screenshots/maps
• Excel spreadsheets
2. “Computer-Based”
• Generally utilize GIS
• Freeware Applications (Qfield, SW Maps)
• Subscription Services (TreeKeeper 8, ArcCollector)
Collection Methods
POLL #2
What is your highest concern for
your tree inventory?
DATA MANAGEMENT
DATA COLLECTION
Personnel
Once again, refer to your project goals and your
intended use of the collected data.
Highly recommended to use a qualified professional.
• ISA Certified Arborist
• Registered Consulting Arborist
• Registered Forester
DATA MANAGEMENT
What data fields should I use?
IMPORTANT: Base your data
fields on the information required
to meet your defined goals and
objectives
Management Planning
• Maintenance
• Planting
• Invasive Species
• Budgeting
• Staffing
Public Relations
• Benefits analysis (i-Tree Eco)
• Public information campaign
• Interagency cooperation
Development / Re-development
• Ordinance compliance
• Site planning
SPECIFICATIONS
SPECIFICATIONS
Common Inventory Data Fields:
• GIS/GPS
• Address
• Location
• Unique ID#
• Species
• Diameter
• Condition
• Maintenance
DATA MANAGEMENT
Additional Inventory Data Fields:
• Risk
• Grow space
• Hardscape
• Utilities
• Site Attributes
• Observations
• Further Inspection
• Comments
SPECIFICATIONS
DATA MANAGEMENT
Growspace
Utilities
Hardscape
After selecting your data fields,
define your attributes and create
your data dictionary.
SPECIFICATIONS
DATA MANAGEMENT
DATA MANAGEMENT
DATA COLLECTION
Quality Control
Data is only as useful as it is accurate.
Collected data should be audited for quality.
• For example, did you collect a 2-inch caliper
Japanese lilac with an assigned risk rating of
Extreme?
• Easily facilitated through software search
functions, pivot tables, etc.
DATA MANAGEMENT
DELIVERABLES
An inventory can produce several types
of deliverables.
• Raw Data
• Maps
• Management Plans
• Software
• Benefit Information
DATA MANAGEMENT
DELIVERABLES
Data Analysis
Common Types of Analysis:
• Species Diversity Distribution
• Population Condition
• Pest Susceptibility
• Infrastructure Conflicts
• Stocking Level
DATA MANAGEMENT
DELIVERABLES
Benefits Analysis
- i-Tree Eco
DATA MANAGEMENT
SOFTWARE
CITY OF PARK RIDGE
• 37,775 Residents living in
14,646 housing units
• 7.134 square miles
• Borders with Chicago,
Des Plaines, Niles and
Rosemont
POLL #3
Does your community have
software?
• Maintains over 21,000 parkway trees
• Manages contracts related to tree care
• Enforces Tree Preservation Ordinance
• Conducts Building Plan Reviews
Tree & Stump Removal $250,000
Cycle Prune $135,000
Emergency T&M $110,000
Treatments $62,500
Reforestation $150,000
Materials $4,000
FY2020 Budget
2019 STATS
• 513 Parkway Tree Removals
• 159 Trees Pruned(Off Cycle)
• Over 3,000 Pruned On Cycle
• 600 Trees Planted
• 756 Resident Inspection Requests
• 443 Tree Removal Permits Reviewed
• 343 Building Plan Reviews
By Contractors:
Direction of travelFRONT
Side
Away
Rear
Side
To
F1F2F3
SA1
R1 R2 ST1
ST2
2019 STATS
QUICK FILTERS
• Most used tasks are set up here
with custom search criteria
• Can be easily created or removed
for new projects
• Most of our field work is put
under the categories shown here
POLL #4
Do you record work &/or call
history?
HOW DOES IT WORK?
Resident Requests
Basic Information Taken
• Name, address & telephone number
• Reason for the call
Work Record Created
• All requested site visits are put under
the private address site
• Work record now searchable in Quick
Filters
In The Field
• Conduct search with Quick Filter
• Enter any field notes after inspection
• Create Work Requests for specific trees
COMMON EXAMPLE:
https://knowyourmeme.com/memes/hide-the-pain-harold
HOW DOES IT WORK?
Information Entered:
• Project
• Work Type
• Priority
• Work Crew
• Comments
All other criteria is
auto populated
but can be edited
DOOR CARDS
HISTORY
Work Requests
• History
• Work order specs
in comments
• Track costs
• Track dates
Comments also
contains
reforestation notes
(RF=room for)
WORK ORDER SENT TO CONTRACTOR:
PARK RIDGE REMOVAL WO 2020 FEBRUARY 27
Address Street Work Type Work Comments Cost Side Site Work Order
1700 DAVIS ST REMOVE TREE Remove SA2 15” sugar maple, Tag 9322, RF1 191.25 Side To 1 2020 FEBRUARY 27 REMOVE
2124 PARKSIDE DR REMOVE TREE Remove 25"" elm #9376. NR. 575 Front 2 2020 FEBRUARY 27 REMOVE
2166 HOME AV N REMOVE TREE
Remove 19"" mulberry #9377. Also remove and stump (3) shrubs/buckthorn marked with
orange ribbon and bill as T&M. RF1. 242.25 Front 3 2020 FEBRUARY 27 REMOVE
815 OTTAWA AV REMOVE TREE Remove F1 23” red maple, Tag 5483, RF1 293.25 Front 1 2020 FEBRUARY 27 REMOVE
420 MICHAELJOHN DR REMOVE TREE Remove F1 18” linden, Tag 5427, RF1 229.5 Side Away 1 2020 FEBRUARY 27 REMOVE
421 PROSPECT AV N REMOVE TREE Remove ST1 8” cherry, Tag 9316, RF1 76 Front 1 2020 FEBRUARY 27 REMOVE
804 MARVIN PKWY REMOVE TREE Remove 27” silver maple in median, Tag 5434 621 Private 1 2020 FEBRUARY 27 REMOVE
1110 TALCOTT RD W REMOVE TREE Remove F1 30” silver maple, Tag 5499, RF1 690 Front 1 2020 FEBRUARY 27 REMOVE
242 BELLE PLAINE AV REMOVE TREE Remove F2 34"" black locust, Tag 5419, RF1 782 Front 2 2020 FEBRUARY 27 REMOVE
928 FLORENCE DR REMOVE TREE Remove F2 30"" linden, Tag 9385, RF1 690 Front 2 2020 FEBRUARY 27 REMOVE
2050 DEMPSTER ST REMOVE TREE Remove 20"" ash #9049 RF0. Do not replant - water tower. 255 Private 1 2020 FEBRUARY 27 REMOVE
Removals Requested Quick Filter:
• Shows all removals entered as
Requested
• Export to Excel and email to
contractor
TRACKING WORK
W.O. Emailed To
Contractor
Once Invoice is Received,
“I” is entered into Post
Work Comments
Quick Filter Used To
Conduct Q.A.
(Work Completed)
https://www.facebook.com/painharold/videos/make-your-own-harold-meme/2148734135388291/
https://depositphotos.com/160916732/stock-photo-tree-work-ahead-sign.html
Species changed to
STUMP
BUDGET FORECASTING
DATA QUALITY
• Original inventory began in 2012
• Sites are continually updated as trees are removed
• Each winter all new plantings are added
• Beginning in 2018 we began updates
• Each summer a Cycle Prune Zone is updated (Approx. 3,000 trees)
• Helps forecast actual costs
MAJOR STORM RESPONSE
• Overnight Rain to Heavy Snow
• Generated 166 Requests
• Quickly Set Up a New Work Type to Track All
Work Related to Storm
• Easily and Quickly Quantify Response
Creative Flexibility
Thank you!
Joe Hansen
City of Park Ridge, IL
847-318-5231
jhansen@parkridge.us
Josh Behounek
Davey Resource Group, Inc.
573-673-7530
Josh.Behounek@davey.com
ISA CEU = DA-20-087

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How to unlock the power of your tree inventory with technology.

  • 1. HOW TO UNLOCK THE POWER OF YOUR TREE INVENTORY WITH TECHNOLOGY Presented by: Josh Behounek Davey Resource Group 573-673-7530 Josh.Behounek@davey.com THURSDAY, APRIL 9TH, 2020 1 PM EST Presented by: Joe Hanson City of Park Ridge, Illinois 847-318-5231 Jhansen@davey.com
  • 2. POLL #1 Do You Have a Tree Inventory?
  • 4. • Trees are essential assets. • Assets require management. • Inventories promote effective asset management. Why?
  • 5. Inventory Types 1. Sample • Study area is a representative subsection 2. Limited Scope • Inventorying according to specific goals/attributes 3. Complete • An area that is a complete management zone
  • 8. Inventory Type Selection Why are you considering a tree inventory? What are the goals, needs, and challenges, as it relates to your tree population? How do you intend to use the data? Who will collect the data? Other Important Considerations • Current and future staffing • Available resources (time, money, etc.) • Logistics of conducting the inventory
  • 9. DATA MANAGEMENT DATA COLLECTION 1. “Pen and Paper” • Use tree tags • Annotate screenshots/maps • Excel spreadsheets 2. “Computer-Based” • Generally utilize GIS • Freeware Applications (Qfield, SW Maps) • Subscription Services (TreeKeeper 8, ArcCollector) Collection Methods
  • 10. POLL #2 What is your highest concern for your tree inventory?
  • 11. DATA MANAGEMENT DATA COLLECTION Personnel Once again, refer to your project goals and your intended use of the collected data. Highly recommended to use a qualified professional. • ISA Certified Arborist • Registered Consulting Arborist • Registered Forester
  • 12. DATA MANAGEMENT What data fields should I use? IMPORTANT: Base your data fields on the information required to meet your defined goals and objectives Management Planning • Maintenance • Planting • Invasive Species • Budgeting • Staffing Public Relations • Benefits analysis (i-Tree Eco) • Public information campaign • Interagency cooperation Development / Re-development • Ordinance compliance • Site planning SPECIFICATIONS
  • 13. SPECIFICATIONS Common Inventory Data Fields: • GIS/GPS • Address • Location • Unique ID# • Species • Diameter • Condition • Maintenance DATA MANAGEMENT
  • 14. Additional Inventory Data Fields: • Risk • Grow space • Hardscape • Utilities • Site Attributes • Observations • Further Inspection • Comments SPECIFICATIONS DATA MANAGEMENT Growspace Utilities Hardscape
  • 15. After selecting your data fields, define your attributes and create your data dictionary. SPECIFICATIONS DATA MANAGEMENT
  • 16. DATA MANAGEMENT DATA COLLECTION Quality Control Data is only as useful as it is accurate. Collected data should be audited for quality. • For example, did you collect a 2-inch caliper Japanese lilac with an assigned risk rating of Extreme? • Easily facilitated through software search functions, pivot tables, etc.
  • 17. DATA MANAGEMENT DELIVERABLES An inventory can produce several types of deliverables. • Raw Data • Maps • Management Plans • Software • Benefit Information
  • 18. DATA MANAGEMENT DELIVERABLES Data Analysis Common Types of Analysis: • Species Diversity Distribution • Population Condition • Pest Susceptibility • Infrastructure Conflicts • Stocking Level
  • 21. CITY OF PARK RIDGE • 37,775 Residents living in 14,646 housing units • 7.134 square miles • Borders with Chicago, Des Plaines, Niles and Rosemont
  • 22. POLL #3 Does your community have software?
  • 23. • Maintains over 21,000 parkway trees • Manages contracts related to tree care • Enforces Tree Preservation Ordinance • Conducts Building Plan Reviews
  • 24. Tree & Stump Removal $250,000 Cycle Prune $135,000 Emergency T&M $110,000 Treatments $62,500 Reforestation $150,000 Materials $4,000 FY2020 Budget
  • 25. 2019 STATS • 513 Parkway Tree Removals • 159 Trees Pruned(Off Cycle) • Over 3,000 Pruned On Cycle • 600 Trees Planted • 756 Resident Inspection Requests • 443 Tree Removal Permits Reviewed • 343 Building Plan Reviews By Contractors:
  • 26.
  • 29. QUICK FILTERS • Most used tasks are set up here with custom search criteria • Can be easily created or removed for new projects • Most of our field work is put under the categories shown here
  • 30. POLL #4 Do you record work &/or call history?
  • 31. HOW DOES IT WORK? Resident Requests Basic Information Taken • Name, address & telephone number • Reason for the call Work Record Created • All requested site visits are put under the private address site • Work record now searchable in Quick Filters In The Field • Conduct search with Quick Filter • Enter any field notes after inspection • Create Work Requests for specific trees COMMON EXAMPLE: https://knowyourmeme.com/memes/hide-the-pain-harold
  • 32. HOW DOES IT WORK? Information Entered: • Project • Work Type • Priority • Work Crew • Comments All other criteria is auto populated but can be edited
  • 35. Work Requests • History • Work order specs in comments • Track costs • Track dates Comments also contains reforestation notes (RF=room for)
  • 36. WORK ORDER SENT TO CONTRACTOR: PARK RIDGE REMOVAL WO 2020 FEBRUARY 27 Address Street Work Type Work Comments Cost Side Site Work Order 1700 DAVIS ST REMOVE TREE Remove SA2 15” sugar maple, Tag 9322, RF1 191.25 Side To 1 2020 FEBRUARY 27 REMOVE 2124 PARKSIDE DR REMOVE TREE Remove 25"" elm #9376. NR. 575 Front 2 2020 FEBRUARY 27 REMOVE 2166 HOME AV N REMOVE TREE Remove 19"" mulberry #9377. Also remove and stump (3) shrubs/buckthorn marked with orange ribbon and bill as T&M. RF1. 242.25 Front 3 2020 FEBRUARY 27 REMOVE 815 OTTAWA AV REMOVE TREE Remove F1 23” red maple, Tag 5483, RF1 293.25 Front 1 2020 FEBRUARY 27 REMOVE 420 MICHAELJOHN DR REMOVE TREE Remove F1 18” linden, Tag 5427, RF1 229.5 Side Away 1 2020 FEBRUARY 27 REMOVE 421 PROSPECT AV N REMOVE TREE Remove ST1 8” cherry, Tag 9316, RF1 76 Front 1 2020 FEBRUARY 27 REMOVE 804 MARVIN PKWY REMOVE TREE Remove 27” silver maple in median, Tag 5434 621 Private 1 2020 FEBRUARY 27 REMOVE 1110 TALCOTT RD W REMOVE TREE Remove F1 30” silver maple, Tag 5499, RF1 690 Front 1 2020 FEBRUARY 27 REMOVE 242 BELLE PLAINE AV REMOVE TREE Remove F2 34"" black locust, Tag 5419, RF1 782 Front 2 2020 FEBRUARY 27 REMOVE 928 FLORENCE DR REMOVE TREE Remove F2 30"" linden, Tag 9385, RF1 690 Front 2 2020 FEBRUARY 27 REMOVE 2050 DEMPSTER ST REMOVE TREE Remove 20"" ash #9049 RF0. Do not replant - water tower. 255 Private 1 2020 FEBRUARY 27 REMOVE Removals Requested Quick Filter: • Shows all removals entered as Requested • Export to Excel and email to contractor
  • 37. TRACKING WORK W.O. Emailed To Contractor Once Invoice is Received, “I” is entered into Post Work Comments Quick Filter Used To Conduct Q.A. (Work Completed) https://www.facebook.com/painharold/videos/make-your-own-harold-meme/2148734135388291/ https://depositphotos.com/160916732/stock-photo-tree-work-ahead-sign.html Species changed to STUMP
  • 38.
  • 40.
  • 41. DATA QUALITY • Original inventory began in 2012 • Sites are continually updated as trees are removed • Each winter all new plantings are added • Beginning in 2018 we began updates • Each summer a Cycle Prune Zone is updated (Approx. 3,000 trees) • Helps forecast actual costs
  • 42. MAJOR STORM RESPONSE • Overnight Rain to Heavy Snow • Generated 166 Requests • Quickly Set Up a New Work Type to Track All Work Related to Storm • Easily and Quickly Quantify Response Creative Flexibility
  • 43. Thank you! Joe Hansen City of Park Ridge, IL 847-318-5231 jhansen@parkridge.us Josh Behounek Davey Resource Group, Inc. 573-673-7530 Josh.Behounek@davey.com ISA CEU = DA-20-087