flowchart TB
pl_s1["Prepare the site"]
pl_s2["Plant and capture each tree"]
pl_s3["Planting records complete"]
pl_s1 --> pl_s2
pl_s2 --> pl_s3
NCGS Planting Workflow
Site preparation and planting at a site whose latest assessment determination clears it. Positions are created at preparation; tree individuals are created at planting (ADR-0003) with species or cultivar, container size, date, position, stratum and steward; the safeguard reaches the first spade through the latest-determination gate (ADR-0006).
1. Prepare the site
Dig holes at planned positions, amend soil, install stakes, guards or fencing; record which named conditions from the assessment are met.
Prerequisite checks
The site’s latest assessment determination is suitable or suitable with conditions
Smart function check.
Completion checks
PlantingPositionShape
SHACL shape.
- A planting position belongs to exactly one site.
- A planting position has exactly one WGS84 latitude.
- A planting position has exactly one WGS84 longitude.
- A planting position’s accuracy, when given, is one positive number of metres.
- Every prepared hole is photographed.
- A planting position at a site requires the landowner agreement to be signed, or agreed verbally where the project design accepts that for the site’s type (ADR-0030), in force when the preparation that made it was observed; a position no preparation record made has no such time and fails: the agreement is a precondition of putting a tree in the ground (decision register D-3.5, ADR-0019).
- A planting position holds at most one tree individual, across all planting records; a tree withdrawn as a recording error frees it (ADR-0027).
- A planting position lies within 0.02 degrees (about two kilometres) of its site’s point in force when the preparation that made it was observed: the latest site location record’s point by then, else the registration’s; a position no preparation made is held to the site’s current point. No site polygon is available for a containment test (ADR-0021).
- A planting position may be created only at a site whose latest assessment determination is suitable or suitable with conditions (ADR-0006).
- A position recorded as left unplanted holds no tree.
- Instance data must not use the standard’s namespace https://nova.org.za/ncgs/ (ADR-0002: instances are urn:uuid: IRIs).
SitePreparationRecordShape
SHACL shape.
- A preparation record says at most once whether the holes were pre-filled with amended soil before planting day.
- A preparation record says whether compost or manure is at the site for planting day, arrives with the trees or is not planned.
- A preparation record says whether stakes are at the site for planting day, arrive with the trees or are not planned; stakes go in with each tree at planting.
- A preparation record says whether tree guards are at the site for planting day, arrive with the trees or are not planned; guards go up with each tree at planting.
- A site preparation record records exactly one site preparation activity.
- Site preparation creates at least one planting position.
- A condition recorded as met must be one of the named conditions on the site’s latest assessment, quoted verbatim.
- Every position created by site preparation belongs to the prepared site.
- Site preparation at a site requires the landowner agreement to be signed, or agreed verbally where the project design accepts that for the site’s type (ADR-0030), in force when the preparation was observed: the agreement is a precondition of putting a tree in the ground (decision register D-3.5, ADR-0019).
- Site preparation may take place only at a site whose latest assessment determination is suitable or suitable with conditions (ADR-0006).
Step detail
Questions asked: NCGS site-preparation questions
2. Plant and capture each tree
Planting day: one tree individual per hole, species or cultivar from the picker filtered by the site’s vegetation type, container size, photograph, optional tag, stratum, steward or owner.
Prerequisite checks
Every named condition on a suitable-with-conditions determination has been recorded as met
Smart function check.
Completion checks
PlantingRecordShape
SHACL shape.
- A planting record creates at least one tree individual.
- A planting record is about exactly one site.
- A planting record names exactly one observer by IRI (ADR-0004).
- A planting record records exactly one tree planting activity.
- A species may be planted outside its suitable vegetation types only with a supervisor override and reason.
- At a site cleared with conditions, every named condition must be recorded as met by a site preparation record before planting.
- Every tree in a planting record stands at a position belonging to the record’s site.
- Instance data must not use the standard’s namespace https://nova.org.za/ncgs/ (ADR-0002: instances are urn:uuid: IRIs).
- Planting at a site requires the landowner agreement to be signed, or agreed verbally where the project design accepts that for the site’s type (ADR-0030), in force when the planting was observed: the agreement is a precondition of putting a tree in the ground (decision register D-3.5, ADR-0019).
- Planting may take place only at a site whose latest assessment determination is suitable or suitable with conditions (ADR-0006).
TreeIndividualShape
SHACL shape.
- A tree individual has at most one planting date, the anchor of its horizons; a delivered-only tree anchors on its consignment’s delivery date.
- A tree individual has exactly one steward or owner, as an agent IRI and role (ADR-0007).
- A tree individual is in exactly one stratum: delivered only, delivered with monitoring, planted without monitoring or planted with monitoring (ADR-0003, ADR-0031).
- A tree individual names exactly one species or cultivar from the register. There is no free-text other.
- A tree individual records the container size it was planted from.
- A tree individual stands at at most one planting position; a tree planted by the implementing partner stands at exactly one.
- A tree individual’s photographs are evidence items.
- A tree may repeat the vegetation type at its position (a form convenience that drives the species picker).
- A delivered tree, monitored or not, comes from a consignment: it must reference the consignment it was handed over in (ADR-0003, ADR-0031).
- A delivered tree, monitored or not, was not planted by the implementing partner: no planting record by a fieldworker or supervisor may name it; a planting record by its owner or steward is valid history and leaves it delivered (ADR-0003, ADR-0031).
- A planted tree’s stratum follows its site’s designation: planted with monitoring at a site designated planted with monitoring, planted without monitoring at any other site, and no tree is planted by the implementing partner at a site designated delivered only or delivered with monitoring (ADR-0029, ADR-0031).
- A species listed under NEMBA category 1a or 1b may never be planted, whatever its approval status (ADR-0009).
- A thorny or poisonous species is not planted within 10 m of where children play or walk, by the site’s latest assessment that gives the distance (#99).
- A tree comes only from a consignment that was handed over, never from a failed delivery attempt.
- A tree from a consignment must be a species or cultivar the consignment carried: a delivered mango cannot become a planted olive (ADR-0003).
- A tree in a planted stratum carries the planting-day record: container size, planting date, position, hole typology, compost, depth, mulch, stem paint and a photograph.
- A tree in a planted stratum must be named by a planting record whose observer is a fieldworker or supervisor of the implementing partner (ADR-0003).
- A tree individual exists only once it is distinguishable: it carries a tag, or a planting record names it, or an observation is made of it (ADR-0003).
- A tree recorded as not planted has no planting date or planting practice; one recorded as planted has no unplanted fate.
- A tree with a planting date was planted: it has no unplanted fate.
- A tree’s tag must be one its consignment issued, where the consignment issued tags at all (ADR-0002: the tag is the bearer of the identity, and it was handed over with the trees).
- A vegetation type stated on a tree must be the one the site’s latest assessment observed; the site state is the fact of record.
- A withdrawn species or cultivar may not be planted.
- Instance data must not use the standard’s namespace https://nova.org.za/ncgs/ (ADR-0002: instances are urn:uuid: IRIs).
- The species or cultivar must be a concept in the NCGS species scheme (no free-text other).
- The steward or owner role on a tree must be steward or owner.
M013QuantitativeApplicabilityShape
SHACL shape.
- NCGS-M013: a tree individual’s planting date lies on or before the day of the planting record that names it; a later date is a capture error, not a planted tree.
M013SemanticApplicabilityShape
SHACL shape.
- NCGS-M013: a planting activity that names an applied methodology must name NCGS-M013 with activity type tree planting.
Step detail
Questions asked: NCGS planting questions
3. Planting records complete
Every prepared position holds a tree or is recorded as unplanted; the trees-planted output is countable.
Prerequisite checks
Completion checks
Every prepared position holds exactly one tree or is recorded as unplanted
Smart function check.
Step detail
No form is filled in at this step.
Review requirements
No review requirement in the corpus names a record this workflow produces.