Best Practices for CRM Field Data Collection

Cultural resource management (CRM) is a discipline dedicated to preserving and protecting our cultural heritage through the collection and management of data related to archaeological sites, historic structures, and cultural landscapes. Accurately and securely collecting and storing field data is central to every CRM project. This article will delve into best practices specifically related to how data should be collected and stored in the field using Codifi.

1. Data Collection Methods

a. Systematic Approach:

When collecting field data, adopt a systematic approach. Develop standardized forms and procedures before going to the field. This will help ensure data collection consistency across different resources and projects, maintain data integrity, and facilitate comparisons. 

But don't worry, if you encounter something unexpected in the field, Codifi allows for dynamic date collection compositions. Changes will be tracked and included in your project data. 

b. Detailed Documentation:

Record comprehensive information about each cultural resource. Include location coordinates, site descriptions, measurements, photographs, sketches, and associated artifacts or features. As a CRM practitioner, this is a challenge: record as much as possible while balancing the project's needs. Using Codifi allows you to streamline the recording of images and notes on the tablet. Making it easier to capture more. 

2. Data Storage and Management

a. Codifi’s Database:

Utilize Codifi for data storage and management. Our web app is designed to accommodate various data types, including text, images, and spatial information. The structure of the data is based on your existing workflows as designed through our composer. Allowing easy navigation through the data. 

b. Backup to the Cloud:

Codifi syncs to the cloud whenever you have service on your tablet. As much as possible, enter your data directly onto the tablet and open your app when you have a data connection.  

c. Standardized Naming Conventions:

Establish standardized naming conventions for resources, sites, artifacts, etc. to maintain order and consistency in your data. Utilize Codifi’s guidance feature to guide your team’s naming practices.

3. Accessibility and Sharing

a. Data Accessibility:

Ensure that authorized team members have easy access to the collected data. Utilize Codifi’s additive user permissions to facilitate real-time collaboration among team members, even in remote locations.

b. Collaboration:

Utilize Codifi’s status and assignment feature to have multiple team members proof records. These features enhance coordination and data exchange during fieldwork.

In conclusion, CRM relies heavily on the accurate and secure collection and storage of field data. To achieve this, Codifi can help! By adhering to systematic data collection methods, detailed documentation practices, and utilizing Codifi's user-friendly features, such as dynamic data composition and guidance, CRM professionals can ensure data integrity and consistency. Moreover, Codifi's cloud synchronization and collaborative tools enhance accessibility and sharing, facilitating real-time coordination among team members, even in remote fieldwork locations. Embracing these best practices and leveraging Codifi's capabilities can significantly contribute to preserving and protecting your project data.