Recology selects Locus Technologies EHS Compliance software

Locus Platform will provide “out-of-the-box” configurable software to streamline Recology’s compliance tracking and reporting.

MOUNTAIN VIEW, Calif., 4 December 2018 — Locus Technologies, the leader in enterprise EHS compliance and sustainability software, today announced that Recology, an integrated resource recovery company headquartered in San Francisco, California had selected Locus Platform EHS software for its system of record for EHS compliance activities. 

“With Locus’ out-of-the-box solution, we can configure the applications to align with our current workflow and tailor the functionality to our specific needs.  The Locus Platform integration with the compliance content provider RegScan will help our Environmental Compliance team keep on top of all the regulations throughout California, Oregon, and Washington,” said Amy Dietz, Director of Environmental Compliance for Recology. 

“By using Locus Platform Compliance application with integrated regulatory content services, Recology is combining the advantages of off-the-shelf software with Locus Platform’s powerful configuration tools. This means Recology will get exactly the software solution they need to fit their business processes in the shortest time,” said Wes Hawthorne, President of Locus.

Cut your monitoring costs with EIM sample planning

Sample planning can be a valuable and necessary tool for many in highly regulated fields, including water utilities, where adherence to regulatory defined sampling schedules is essential.  Moreover, if you have reviewed the drinking water requirements, you know the regulations require complex and variable schedules ranging from monthly samples at routine locations for a set list of parameters to once every five, seven, or nine years at other locations for a completely different list of parameters.  Missing a required sampling event can mean fines and public notice to customers.

Other industries face similar complex sampling needs and the financial and reputational impacts can be hefty for missing required samples. So if you are currently an EIM user, or considering an environmental information management system, don’t forget about sample planning components that will save you time and money.

Here are some benefits of Sample Planning that may make you a believer.

Streamline routine or repetitive sampling – set it up once and reuse or modify as needed

Sample Planning in EIM excels in streamlining repetitive sampling, such as required drinking water samples, or quarterly monitoring well samples.  Any sampling events with a schedule from daily to once every 10 years can be planned in EIM’s module and reused again and again, even with tweaks to the schedule for the samples to be collected.  Imagine the time savings and the simplicity of having your regulatory requirements all lined out for the year and not have to worry about missing required samples.  For water utilities, this is especially valuable given the very strict schedules and the public health implications of missing sampling events.

EIM screenshot of sample planning edit form with email notification and calendars popouts

 

 

Automatically generate COCs and bottle labels

When samples are planned in EIM, it is a few simple clicks of the mouse to generate COCs, work lists, and bottle labels for the field crew.  This saves time for the field and office staff, and helps ensure they collect the needed samples and not miss a collection or a field or laboratory parameter. Moreover, higher levels of accuracy and fewer transcription errors are ensured as sample IDs and requested analyses are printed electronically rather than entered by hand.

Screenshots of sample planning module with form and environmental reporting output

 

Its fully integrated with Locus Mobile  – you can send your Sample Plan to field staff to ensure they collect the samples needed

For customer’s considering using Locus Mobile to streamline their field data collection, Sample Planning is a natural fit.  All the samples planned in the Sample Planning module can be delivered directly to Locus Mobile for one or more field staff.  You can even have multiple different events sent to the field crew so they can plan ahead in the field.  All the collected data is uploaded to EIM in real-time (if service is available) or later (if not) for review and final checks after the field event is concluded.  Imagine giving your sampling teams the weekly plan and tracking the progress each day as they sync their data.  A handy feature of Locus Mobile, it can remove all the previously collected samples from the plan each day to make your field sampler’s life much simpler.

Larger drinking water utilities will find the integration of Sample Planning and mobile quite appealing, especially with daily sampling by multiple sampling teams and a large number of required routine samples.

Locus Mobile

 

Analytical Results GridAll your required field sample information is already in EIM for your sampling event.

When lab data comes back from the lab, you no longer need to enter in the field sample information, it will already be in EIM.

For drinking water utilities, where you may be sampling daily for chlorine at your sample locations, imagine seeing the results across your distribution system instantly, and ability to see it on a map in near real time.  Even better, you can share the results with your operations team with a simple dashboard link.

 

 

Locus sample planning module with configurable calendars and email notifications

Always know where you stand on your sampling activities

By using Sample Planning, you will know exactly what samples have and have not been collected.  You will also know which ones were collected late, and which ones are yet to be collected.  This type of information can help ensure you don’t’ miss required samples, and identify schedule impacts when collection is not going according to plan.

When missed samples are identified, its easy to add to the next day’s sampling and send that information to field teams using the integrated mobile app.

 

 

Environmental data management and environmental reporting software- EIM screenshot in labGain ability to track receipt of laboratory results with fine precision

For customers that need to track laboratory results down to the method and analyte level, Sample Planning will make that tedious task easy.  Therefore, if you ordered an EPA Method 6010C analysis and no result for lead is reported, you will know immediately when the results arrive back from the lab that the deliverable is incomplete.  EIM will also tell you when the lab substituted one method for another. You can then decide whether this change is acceptable or not.  Because most regulations include a long list of required analytes and acceptable methods, this type of detail is invaluable to help ensure that you remain in compliance.

 

 

Locus EIM - Lab invoice trackingMake review of laboratory invoice easy as pie

Trying to review laboratory invoices, especially for large sampling events or complex sampling programs, can be a chore.  With EIM’s Sample Planning module, most of the hard work is already done for you.  Once you have all your data back, EIM will tell you:

  • If the quantity invoiced is more than the order
  • If an invoiced line item has been invoiced previously
  • If an invoiced line item total cost and/or unit cost is incorrect

 

5 tools to get more EHS tasks done with less staff

EHS software can be a boon or a bane of your life at work. Here are the 5 time- saving tools Locus’s EIM provides that can be the difference between the former versus the latter.

 

1. Mobile

Do you enter field data onto a paper form, and then have to manually type it into a spreadsheet or database when you get back to the office?  Or have you ever been in the field and entered data into your remote mobile device and have lost the data due to the lack of internet signal? Locus’ Mobile application allows you to sync with your server to create data collection profiles on a mobile device, whether it’s your phone or a tablet. This application will allow you to click through and enter data on the device and store the data, even when you are offline. As a result, data only need to be entered once on your device, and then they are seamlessly loaded into your  cloud-hosted solution.

Using Mobile you have data entry directly on the mobile device, with immediate data availability on the cloud when you reach an internet signal. Other advantages include location metadata and mapping integration, bar-code/or code scanning, voice recognition and form customization. If you would like to know more, check out the Top 10 cool features in Locus Mobile.

Locus mobile environmental field data collection app for iOS

2. EDD Loader

With EIM’s electronic data deliverables (EDD) loader, you can upload and validate several thousand records within a minute. Laboratories are not required to use the same reporting format, yet the results will still end up at the same place in the database where sample data came from. Locus EIM also has a special lab interface so that your labs (with your permission) can upload their own EDDs. You no longer need to spend time receiving and processing EDD files from your lab. The labs simply log in directly, upload your reports, and they are immediately available to you.

EIM provides you access to popular features such as a planning module, forms for entering field data, a utility to upload EDDs, built-in mapping tools, and an extensive reporting and plotting module. It also has a calendar module for viewing information on sampling events and uploaded EDDs, automated exceedance notifications, and sophisticated statistical evaluation tools designed specifically for environmental data.

Locus EIM - EDD Loader

 

3. Sample planning

Setting up and implementing a complex sampling plan can be a time-consuming effort. Depending on the purpose and extent of the sampling plan, you may have dozens of analyses to complete at varying frequencies and locations.  You may also have multiple compliance programs with overlapping requirements.  EIM’s sample planning can save you valuable time and effort by assembling your requirements into a concise calendar, preprinting all of your chain of custody records and bottle labels, and tracking the collection of samples from the field to the lab.  As an added bonus, the automation of this process ensures you’ll never miss another required sample.

EIM screenshot of sample planning edit form with email notification and calendars popouts

  

4. Discharge Monitoring Reports

Locus’ EIM DMR tool solves the problem of time-consuming, labor-intensive, and expensive manual report generation by automating the data assembly, calculations, and formatting of Discharge Monitoring Reports.  Depending on the type of discharge and the regulatory jurisdiction, you may be required to report information such as analytical chemistry of pollutants, flow velocity, total maximum daily load, and other parameters. For companies that report from 100 to 1,000 facilities, producing a DMR also becomes a major expense.

Thanks to Locus’ DMR reporting tool, companies can generate DMRs within minutes with validated data in approved formats, with all of the calculations completed according to regulatory requirements. Companies can set up EIM for its permitted facilities and realize immediate cost and time savings during each reporting period.

DMR builder and report in EIM

 

5. Formatted Data Tables

For most environmental database systems, getting the right data out is just the first step in assembling your reports.  Comprehensive systems rarely store data in a format that is ready to submit to a regulatory agency or other party.  Typically, you have a labor-intensive process of restructuring, labelling, footnoting, formatting, and paginating the data into tables that can be readily interpreted. EIM’s formatted reporting tools allow you to set up any number of table formats with specific grouping, sorting, footnotes, headers, and other data processing steps.  Then you just select your data range, pick your format, and the table is ready to download or print directly from your web browser.  And if you make a mistake, the report can be instantly regenerated without any effort.

Locus EIM - Formatted Reports

 

 

Oil companies agree to reduce methane emissions

A coalition of the world’s oil companies agreed to reduce methane emissions from natural gas extraction—part of an effort to shore up the climate credentials of the hydrocarbon.

The Oil and Gas Climate Initiative said it would target reducing methane emissions to less than 0.25% of the total natural gas the group of 13 member companies produces by 2025.

Methane is the main component of natural gas. During extraction, transport, and processing, it often leaks into the environment. Methane is a much more potent greenhouse gas than CO2. In the short term, it traps more heat although it stays shorter in the atmosphere. According to the International Energy Agency, one ton of methane is equivalent to as much as 87 tons of carbon dioxide over a 20-year time frame.

Natural gas production is growing. Many big oil companies are increasing production of natural gas to offset higher emissions from other hydrocarbon and coal sources. The switch makes the oil-and-gas industry look better when demonstrating emission reduction to limit climate change.

For that reason, some oil companies, Shell, in particular, has tilted its production mix toward more gas output.

According to 2018 report by the Environmental Defense Fund, a nonprofit environmental advocacy group, as much as $34 billion of global gas supply is lost each year through leaks and venting. That is another valid reason to limit those methane escapes and park the proceeds to the bottom line. That in itself could fund part of the effort to stop or reduce the leaks.

Getting the most out of EHS mobile apps

Mobile tools for EHS have been around for some time now. By now, most users are familiar with the benefits such as instant data collection and access to reference information for better, more reliable EHS programs. However, as any tech-savvy individual knows, new software tools are consistently becoming more powerful and more accessible, and that is certainly true for mobile applications.  That “ground-breaking” EHS mobile app that you purchased five years ago may now be looking a little dated if your software provider has not actively updated it.  Here are some of the beyond-the-basic features that you probably really want, but perhaps never knew existed for your EHS mobile app.

 

Location metadata and mapping integration

Your coordinates are actively being recorded every time your phone moves. Why not record that data as part of an incident report or sample collection?  Or use that information to locate the position of a monitoring well or other asset?  Much of EHS information is associated to a specific location, so automatically storing your location can help ensure that you know where your data are originating.

You may be thinking that phone/tablet GPS is not very accurate, and you would be correct…..for now.  According to GPS.gov, phone accuracy is typically accurate to within a 4.9 m (16 ft.) radius under open sky.  While this may be accurate enough for some situations, it will not be sufficient for others.  However, according to the IEEE, a respected technical engineering association, 2018 and beyond will bring new more accurate chips to phones that will improve GPS accuracy to about 30 centimeters, which should be much more useful for field locations especially when identifying the scene of a spill or accident.

Screen capture of Locus Mobile app using GIS for field data collection

So start thinking about what can be improved with your business process by getting more accurate location information, and start looking at upgrading mobile devices in the next year or two.

 

Barcode and QR code scanning

You are probably already using your phone to compare prices at your local store.  It is amazingly easy to simply scan a product’s barcode and instantly see the best available price locally or online.  Since virtually every phone/tablet now has a built-in camera, you can use that to scan barcodes or QR codes to associate data entry with a tagged location or asset. This can save you from possible mismatch errors that can occur when simply selecting from a list or typing in data.

Locus Mobile - barcoding

For users with thousands of locations/assets, it’s also a huge time saver when you can skip the long list of locations and just point and click. Moreover, for anyone tracking assets or even chemical inventory, barcodes are essential.  In fact, many facilities have been using barcodes for years, but now they don’t need a specialized device. Barcodes or QR codes can be incorporated into mobile apps in new and unexpected ways to streamline business process and do more in the field with less physical overhead.

Therefore, the next time you are doing an audit, you can easily examine an instrument and immediately determine its calibration and maintenance status along with reporting any audit findings.

 

Real-time entry validation

It is not enough to just enter your EHS event information into a mobile device.  You also want to make sure you are entering correct information.  Modern EHS mobile tools can check your entry as you enter it, to match whatever criteria are established for that data.  So you make sure that you’re entering a pH reading of 7.2, rather than 72.  You can also use configurable pick lists to limit data entry to your specific desired entries and not have to deal with misspellings or 16 different ways to say “cloudy”.  Make sure that pick lists are configurable and can be shared with each of your company’s devices.

Locus Mobile - range limits

 

Use your voice

We are starting to use voice recognition technology in our mobile devices to quickly send out text messages.  Why not use it for recording audit comments or field issues?  Voice recognition is getting better and better every year, and can get your comments onto a data collection form much faster than typing and can be especially useful for conditions where gloves are required and typing or stylus input is not practical.  Using the phone’s native abilities, take advantage of voice feature to streamline note taking knowing you can always fix up any issues back in the office.

Locus Mobile - voice recognition

 

Unique and custom forms

For many EHS programs, you may have your own data collection needs that are specific to your facility or industry.  Mobile EHS apps now allow you to tailor your input forms to add new data fields, remove unwanted fields, change some of the logic like making certain fields required, and make certain fields tied into established pick lists.  Even better, you can match the mobile form exactly to the original paper form, making the transition to mobile simple and intuitive for staff.

Locus Mobile - Custom Form

Along with form customization options, modern mobile apps let you have many different forms in one app, so the folks tracking waste shipments have their form, while to folks performing facility audits have their forms, which may be specific to the facility of the audit itself.  One app with many forms greatly streamlines the training aspect of deploying mobile and gives EHS managers great flexibility to easily update forms when regulations change.

 

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Taking your environmental data to the next level with advanced integrated GIS features

In our last GIS blog, we covered some tips for choosing an integrated GIS/environmental data management system.  Now let’s look at some more advanced features that may be appealing to a wide range of data managers and facility owners.


1) Look for ways to integrate GIS base maps from other sources—so you can easily add piping diagrams, facility building layouts, or watersheds and drainage.

A map is much more meaningful with your facility information.  Google maps are great, but they won’t show your current building layout and your pipe and sewer diagrams.  So look for the capability to display maps created by other internal departments, like facilities or operations, so you can gain more insights from your data and have information readily available to share with other parts of the company who may disturb the area with digging or construction activity.

GIS+ - Intellus - historical buildings and watersheds

In this example from the Intellus website, environmental data can be visualized in relation to historical buildings and watersheds, both elements created by internal mapping departments. Internal base maps can also replace default maps from Esri or Google.

 

2) Load in other data from the Esri cloud to leverage a wide range of available data for your facility and use it with your GIS+ layers.

With the right GIS solution, it’s easy to bring in data from any public source, including government agencies, such as EPA. Combining your map with the world of online data can bring fresh insights to your environmental compliance challenges.

GIS+ - Intellus - audubon layers

In this example, GIS is used to merge Audubon bird points with Los Alamos National Laboratory (using the Intellus website).

 

3) Add reference information, such as photos and reports, to locations, and access them from the map.

Using a freeform polygon search (another must-have in a GIS tool), users can highlight an area and—with a single click—see all the data, field photos, and reports associated with that area. This is especially useful for active facilities where activities are planned in areas with legacy contamination (“know before you dig!”).  This type of functionality makes it simple for less savvy map users to easily get the information they need.

GIS+ - Intellus - freeform polygon tool

In this example, a polygon tool was used to highlight an area, and all data, documents, reports associated with ALL locations within the selected area are available from the map. These functions let facility staff review key environmental information before conducting activities at a facility location.

 

4) Better understand complex and dense maps with clustered locations.

Some facilities or sites have very dense sampling locations that can be a challenge to view on maps due to overlapping data points. Using the concept of clustering, one can more easily view the dense data, with results color-coded to help focus the review.  Clicking on the cluster reveals the details underneath for more close review.

In this example, tritium in monitoring wells at the Los Alamos site in New Mexico is being reviewed on the map. Without clustering, the map is impossible to read or use effectively. With clustering, the orange circles (“clusters”) indicate higher concentrations of the contaminant, and clicking on the cluster reveals the individual data points it contains.

GIS+ - Intellus - pre clustering

Before clustering is applied, we have a very difficult-to-read map.

GIS+ - Intellus - post clustering

After clustering is applied, the map is much more useful—colors focus the user on the higher concentration areas.

 

5) Watch trends or changes over time with time layers.

Imagine being able to watch changes in data over time with a simple slider control. An integrated GIS can provide that clarity over all the data in your database, so you can watch the progress of a cleanup, track chemicals in your water distribution system, or watch a groundwater plume move over time.

GIS+ time slider

 

6) Search for sampling results near a given address or within a given distance from selected map features.

For sites with concerned neighbors, it’s key to know what chemicals or other environmental conditions may be affecting them. With GIS tools, it’s easy to put in an address and see what is within a radius, or to look within a distance from a specific location.  In this example, you can see that there are no sampling locations within a 2000-ft radius from the center point.  You can also type in an address and see what is nearby.

GIS+ radius query

Looking at a 2000-ft radius from a location to see what is nearby.

 

7) Turn data into insights with data callouts.

The more information you can provide to users in a format that highlights results in a meaningful way, the more you can help streamline review and analysis for any data review effort. GIS tools that support data callouts (with logic to highlight actionable results) can quickly convert a mass of data into a clear picture of the issues at a facility or site.

In the map below, data summaries are presented on a facility map to show areas with results above an action limit and associated with other detected parameters. Reviewers can easily see the exceedances (in red) and pinpoint where the issues lie. Although these maps may look complicated to produce, they can be integrated with standard reporting tools that generate maps at the click of a button.

GIS+ data callouts


Intrigued by the possibilities?

When you’re evaluating an integrated GIS solution, make sure to dig deeper than the obvious necessary features to learn about all the advanced functionality that is available or on the product roadmap.  The best solutions will already have some truly powerful capabilities available, with an even longer list of upcoming features.

Your environmental information management will evolve to the next level when you have the flexibility of visualizing your data in so many ways.  Happy mapping!

Screenshot of Locus GIS location clustering functionalitySee your data in new ways with Locus GIS for environmental management.
Locus offers integrated GIS/environmental data management solutions for organizations in many industries.
Find out more >

Get a demo of Locus GIS

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Tips for choosing a GIS application for your environmental database

You can turbocharge your water data management by including a geographical information system (GIS) in your toolkit! Your data analysis efficiency also gets a huge boost if your data management system includes a GIS system “out of the box” because you won’t have to manually transfer data to your GIS. All your data is seamlessly available in both systems.

Not all GIS packages are created equal, though. Here are some tips to consider when looking at mapping applications for your environmental data:

 


1) Confirm that integration is built-in and thorough

Mapping is easy when properly integrated with your environmental database. You should not need extra filters or add-on programs to visualize your data. Look for built-in availability of features, such as “click to map”, that take the guesswork and frustration out of mapping for meaningful results.

Locus GIS+ Analytical Query

Good integration means mapping is as easy as clicking a “show on map” button. In Locus EIM, you can run a data query and click “Show results on map” icon, change the default settings if desired, and instantly launch a detailed map with a range of query layers to review all chemicals at the locations of interest.

Locus GIS+ Analytical Query Map

All the query results are presented as query layers, so you can review the results in detail. This map was created with the easy “show results on map” functionality, which anyone can use with no training.

 

2) Check for formatting customization options

Look for easy editing tools to change the label colors, sizes, fonts, positioning, and symbols. Some map backgrounds make the default label styles hard to read and diminish the utility of the map, or if you’re displaying a large quantity of data, you’ll almost certainly need to tweak some display options to make these labels more readable.

Locus GIS+ label styles

Default label styles are legible on this background, but they are a bit hard to read.

Locus GIS+ label styles

A few simple updates to the font color, font sizes, label offset, and background color make for much easier reading. Changes are made via easy-to-use menus and are instantly updated on the map, so you have total control to make a perfectly labeled map.

 

3) Look for built-in contouring for quick assessment of the extent of the spatial impact

Contours can be a great way to visually interpret the movement of contaminants in groundwater and is a powerful visualization tool. In the example below, you can clearly see the direction the plume is heading and the source of the problem. An integrated GIS with a contouring engine lets you go straight from a data query to a contour map—without export to external contouring or mapping packages. This is great for quick assessments for your project team.

Locus GIS+ contours

Contour maps make it easy to visualize the source and extent of the plumes. They can be easily created with environmental database management systems that include basic contouring functionality.

 

4) Look for something easy to use that doesn’t require staff with specialized mapping knowledge

Many companies use sophisticated and expensive mapping software for their needs. But the people running those systems are highly trained and often don’t have easy access to your environmental data. For routine data review and analysis, simple is better. Save the expensive, stand-alone GIS for wall-sized maps and complex regulatory reports.

Locus GIS+ saved chlorine map

Here is a simple map (which is saved, so anyone can run it) showing today’s chlorine data in a water distribution system. You don’t have to wait for the GIS department to create a map when you use a GIS that’s integrated with your environmental database system. When data are updated daily from field readings, these maps can be incredibly helpful for operational personnel.


Screenshot of Locus GIS location clustering functionalitySee your data in new ways with Locus GIS for environmental management.
Locus offers integrated GIS/environmental data management solutions for organizations in many industries.
Find out more >

Get a demo of Locus GIS

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Taking the next steps

After viewing some of the many visualization possibilities in this blog, the next step is make some maps happen!

  1. Make sure your environmental data system has integrated mapping options.
  2. Make sure your sampling/evaluation/monitoring locations have a consistent set of coordinates. If you have a mixed bag of coordinate systems, you will need to standardize. Otherwise, your maps will not be meaningful. Here are some options to try, as well as some good resource sites:
  3. Start with a few easy maps—and build from there.

Happy  mapping!

12 ways commercial SaaS can save your complex environmental data (part 4/4)

Continued from Part 3

Complex data - Data stewardship11) Databases are simply more capable when it comes to data stewardship

Data management is a broad term that includes the range of activities that we have discussed elsewhere in this blog series, including sample planning and collecting, inputting data, uploading EDDs (Electronic Data Deliverables), and analyzing and reporting environmental data and information.

However, the full scope of data stewardship is even broader than this, including necessary things like knowing where your data is located and knowing the quality of the data used in your regulatory reports.

Here at Locus, we have had new customers come to us with some incredible horror stories:

  • data “held hostage” by third parties
  • data lost over time with multiple contractor changes
  • data stored in email or file cabinets
  • data in scattered piles of PDF documents or hard copies (very typical for boring logs)
  • labs unable to generate fresh EDDs due to laboratory LIMS system changes or industry consolidation

These are just some of the latest examples we have encountered.  We are constantly surprised and concerned at the variety of ways that organizations can unwittingly put their critical data at risk.

The key to effective data stewardship is to know where it is, know its quality, and have uninterrupted access to it.  This is something that Excel can’t offer, and it’s also something a hodgepodge of spreadsheets, emailed PDF files, stacks of hard copy boring logs in multiple offices, and custom-built databases simply can’t do.


Complex data - Software quality assurance12) Databases are more supportive of software quality assurance practices

Quality assurance is a popular topic of discussion, but few people consider it in terms of the configurations (behind the scenes code) that people add to popular off-the-shelf programs such as Excel or Access.  Of course, these programs go through rigorous quality assurance testing before being released to the public to ensure they perform as expected.  After all, no one questions that Excel can perform math correctly.

However, what is often not considered, are the macros, custom functions, and calculations that are often added to spreadsheets when deployed for managing environmental data and other tasks.

Here at Locus, we have yet to encounter one Excel spreadsheet or Access database from a customer that has been documented, testedand comes with clear user instructions.   We also have never encountered anyone that has never made errors in Excel by picking the wrong cells for a formula.

You would avoid these types of oversights and lax QA protocols with commercial software that relies on expert functionality for its business.  For example, if Locus EIM did not perform proper calculations (repeatedly) or load data properly (repeatedly), the product would not be successful in the marketplace, and we wouldn’t have thousands of users who trust and use our software every day.  This level of quality assurance is simply not found in user-configured, ad hoc “databases” built-inExcel or Access.

As more environmental sites become embroiled in litigation, or are in the process of making health and risk clean up decisions, the importance of data quality assurance cannot be ignored.  Water utilities that are charged with providing clean safe drinking water to the public can’t rely on ad hoc Excel or Access systems to analyze such critical data.


Organize complex data in SaaS databaseCustom databases built in-house vs. commercial software

If you’re serious about rethinking your environmental data management system and finally ditching your spreadsheets for a more mature and secure solution, you might be considering the advantages of having an in-house team or a contractor build a custom database system for you with Access or another widely available tool.

After all, only you know the idiosyncrasies that your organization deals with, right?  You can have your developers tailor your system to fit your needs exactly.

Moreover, with a custom solution, you can make sure that it’s integrated with your organization’s other systems and processes, like document management and invoicing.

Some of this might be true, but let’s take a closer look—and consider the tradeoffs.

Is your organization as unique as you think?

Finding a differentiator for R&D success in cloud SaaS applicationsEvery organization is different, especially if we’re comparing organizations and businesses across different industries. Water utilities face an entirely different set of challenges than a multinational oil and gas corporation. Despite these differences,  diverse organizations share some remarkable similarities when it comes to managing environmental data, and in most cases, you’re not the only environmental professional who has experienced most of the challenges your organization has faced.

A commercial software vendor with customers in a wide variety of industries naturally collects an aggregated body of knowledge about the environmental data management needs (and quirks) of their customers. By adopting existing commercial software, your organization can benefit from the wisdom of this crowd, getting access to functionality and modules that can streamline your processes in ways you couldn’t imagine (or afford to develop).

On top of this, commercial software solutions that have been around for a while usually have pretty good support for various API integrations of commonly-used systems, or they can easily build the integrations into their solution (usually for a small fee). Attempting to build these integrations into a custom, in-house solution can lead to astronomical costs and unforeseen complications that often can’t be accurately estimated until the work is well underway.

Can your in-house resources fully examine your business processes and accurately identify your needs?

Locus Platform ConfigurabilityCommercial software vendors are in the business of translating real customer needs into successful software products.  As an environmental professional, you probably have a good understanding of your business processes, but do you trust yourself and your development team to find and implement the most efficient, effective, and scalable solution for managing your ever-increasing amounts of data?

“Off-the-shelf” can sometimes be a misnomer.  Many commercial vendors nowadays have learned to build their platforms to be configurable and customizable, to better accommodate the wide variety of customer industries and organization-specific needs.  Don’t be afraid to reach out to a few vendors to see what they can offer. Consider a vendor that has experienced domain experts, that have been in your shoes and are motivated to help you solve your problems, and deliver the solution you need.

A good vendor will ask many questions about your business processes, your current system, and your pain points.  You might be surprised at how easy-to-configure and flexible “off-the-shelf” systems can be.

Think forward—could today’s “bells and whistles” become tomorrow’s critical features?

Locus GIS+Are GIS and mobile part of your current environmental data management process?  If so, you will absolutely want to have them integrated with any database solution. Otherwise you’ll be dealing with a mess of duplicate and out-of-date data all over again.  Building integrations with these complex systems can be just as challenging as building the database management system itself.

A robust commercial software solution comes with these features built-in.

Let’s go even further—have you ever thought about how automation, the Internet of Things, or artificial intelligence could impact your business processes in 5 or 10 years (or sooner)?  Commercial software vendors often have the resources and the incentives to explore new frontiers of technology and stay on the cutting-edge of their market.  When your peers or competitors start integrating these new technologies into their workflows, will your custom system be able to adapt and keep up?


Hopefully, by this point, we have convinced you of the superiority of database management systems over spreadsheets when it comes to managing environmental data.  Now, it’s time to make some efforts to examine the specific shortcomings of your current system and consider your options.

Now that you have had the opportunity to consider why SaaS databases allow you to manage your complex data efficiently, make data integration and reporting faster and easier and scale to your requirements, contact Locus Sales at (650) 960-1640 or fill out the contact form below to find out what Locus can do for you.

12 reasons why commercial SaaS databases are ideal

Make sure to read the entire series to find out about 12 reasons commercial SaaS databases excel at managing complex environmental data!

About the author—Gregory Buckle, PhD, Locus Technologies

Gregory Buckle, PH.D.Dr. Buckle has more than 30 years of experience in the environmental field, most of which have been devoted to the design, development, and implementation of environmental database management systems. When he joined Locus in 1999, he was responsible for building and deploying Locus’ cloud-based EIM software. He was also instrumental in customizing EIM for the water utility industry and developing EIM’s powerful Sample Planning and Data Validation modules. The latest iteration of the Sample Planning module that Dr. Buckle built is currently being used by Los Alamos National Laboratory and San Jose Water Company to plan and schedule thousands of samples per year.


About the author—Marian Carr, Locus Technologies

Marian CarrMs. Carr is responsible for managing overall customer solution deployments and customer relationships with Locus’ government accounts. Her career at Locus includes heading the product development team of the award-winning cloud-based environmental ePortal solution as well as maintaining and growing key customer accounts with Locus’ Fortune 100 enterprise deployments. In addition, Ms. Carr was instrumental in driving the growth and adoption of the Locus EIM platform with key federal and water organizations.


 

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    12 ways commercial SaaS can save your complex environmental data (part 3/4)

    Complex data - Simultaneous usageContinued from Part 2

    6) Simultaneous usage is better supported by databases

    Microsoft Support confirms that it is possible to share an Excel workbook.  Two or more individuals can indeed access the same spreadsheet simultaneously. Edits are even possible:

    You can create a shared workbook and place it on a network location where several people can edit the contents simultaneously… As the owner of the shared workbook, you can manage it by controlling user access to the shared workbook and resolving conflicting changes. When all changes have been incorporated, you can stop sharing the workbook.

    Sharing a spreadsheet may work in a small office or facility with a couple of users, but it certainly is not a viable option when more users need to access, view, and generate reports. This is a task for which databases are far better suited.

    On any given day, for example, Locus EIM supports hundreds of simultaneous users. Some may be inputting form data, while others are loading and checking laboratory EDDs, and still others are creating reports and graphs and viewing data on maps and in tables.  Many of these are very data-intensive processes—yet Locus EIM handles them seamlessly.

    Being able to handle such simultaneous activity is inherent in the designs of relational databases. In contrast, the ability to share an Excel workbook is not a native feature of such software and, as such, is unlikely to meet the needs of most organizations (especially as they evolve and grow).


    Complex data - Processing speed & scalability7) Processing speed, capacity, and scalability is better with databases

    Compared to spreadsheets, databases are the hands-down winners with respect to processing speed and the numbers of records they can store. Higher-end databases can store hundreds of millions of records.  In contrast, spreadsheets with hundreds of thousands of records can bog down and become difficult to manage.

    An underappreciated, yet  the critical difference is that while you’re using a spreadsheet, the entire file is stored in a computer’s random access memory (RAM). In contrast, when using a database, only the dataset that you are currently working with is loaded into RAM.

    To illustrate just how fast a powerful database can be, I sent a query to EIM at our secure facility on the opposite coast, asking how many “benzene” records were in one of our larger laboratory results table (N > 4,500,000).  Sitting at a desk here in the hinterlands of Vermont, the result (“number of records = 64773”) came back in less than a second.  I did not even have time to call in the cows for their afternoon milking.

    Because they are both faster and can store more, databases scale far better than spreadsheets.  As such, they can meet both your current and future requirements, no matter how fast the information you are required to store grows over time.


    Complex data - Workflows8) Databases support creating and following complex workflows

    In contrast to spreadsheets, databases support the creation of formal workflows. Let’s consider one example from EIM—its cradle-to-grave sample planning, collection, and tracking process.

    Using EIM’s Sample Planning module, you can:

    • Identify one-time or recurring samples and analyses that need to be collected
    • Transfer information on these planned samples and analyses to Locus Mobile
    • Collect field data
    • Upload field data to EIM (where it is stored in various tables)
    • Generate chains of custody and sample bottle labels (after which the samples are sent to the lab for analysis)
    • (Days or weeks later, labs upload their findings to EIM’s holding table, where they are automatically matched with the previously uploaded field information)
    • Receive notifications that the lab results are now available (additional notifications can be sent if any results are found to exceed a regulatory limit)
    • Track the status of the samples throughout this process with forms that can tell you the status of each planned sample, including whether any results are late or missing
    • Generate relevant reports, maps and charts for internal use or for submittal to the appropriate agency

    Complex data - Workflow

    You simply could not build such a comprehensive and sophisticated workflow in Excel.  Notice we mentioned maps.  Building complex workflows is yet another area where advanced, integrated database management systems shine, especially as they can automatically create GIS-based maps of the results from data housed in the database—without the need (or expense) for ancillary software.


    Complex data - Security9) Databases provide more security than spreadsheets

    Microsoft identifies the following security features available in Excel:

    User-level data protection

    You can remove critical or private data from view by hiding columns and rows of data, and then protect the whole worksheet to control user access to the hidden data. In addition to protecting a worksheet and its elements, you can also lock and unlock cells in a worksheet to prevent other users from unintentionally modifying essential  data.

    File-level security

    At the file level, you can use encryption to prevent unauthorized users from seeing the data. You can also require password entry to open a workbook, or you can secure a workbook by employing a digital signature.

    Restricted access to data

    You can specify user-based permissions to access the data, or set read-only rights that prevent other users who may be able to view the data from making changes to it.

    Perusing the web for postings comparing the features of databases to spreadsheets, you’ll find plenty of accusations that spreadsheets lack security and control features. Clearly, Microsoft’s description of the security features available in Excel shows that this isn’t the case.  However, these security features may not be as robust as Microsoft claims, and they may prove difficult for the average user to implement.

    As Martin Cacace of BoundState Software explains, “Although Excel allows you to protect data with a password and Windows-based permissions, it is extremely delicate and requires a deep understanding of Excel.” Some of these features won’t work if you have people using different operating systems or if you need access from other computers. Even a password protected Excel file is not really secure; there are tools on the Internet that anyone can use to unlock a protected Excel file without knowing the password.”

    Databases offer far more control than spreadsheets over who can access and make changes to data.  As an example, Locus EIM users must have a unique username and password. Users can be assigned to multiple privilege levels, ranging from “administrator” to “guest”.  Customers that require a more fine-grained approach can use “roles” to assign permissions to specific modules, activities, or functionality to users.  Password security is typically robustly designed in commercial databases, and can be configured to require complex passwords, session expiry, and password expirations to match customer IT requirements, something Excel would find challenging. Locus EIM also tracks all users and makes that information available to database admins to provide yet another layer of security for the system.


    Complex data - Data loss & corruption10) Databases are better at preventing data loss and data corruption

    Because of the general lack of controls that exist in most spreadsheets, it is far easier for a user to wreak havoc on  them. One of the most dreaded developments that can occur is associated with the “Sort” function. A user may choose to sort on one or more columns, but not all—resulting in the values in the missed columns not matching up with those in the sorted ones.  Nightmares like this are easily preventable (or are simply not possible) in databases.

    Another advantage of database management systems is their ability to create audit trails, which preserve the original values in separate tables when changes are made to records.  In the event that a user wants to undo some changes (including deletions) that he or she has made to a table, a data administrator can retrieve and restore the original state of the modified or deleted records.  Also importantly, the circumstances of these changes are fully tracked (who, what, when, where), which is a minimum requirement for any quality assurance process.

    Lastly, Excel stores the entire spreadsheet in memory, so if there is a system crash, you will lose everything you have entered or edited since your last save. In contrast, each operation you perform in a database is saved as you complete it. Moreover, most databases have daily backups, and in some cases, maintain an up-to-date copy of the data on a secondary device. Additionally, data is typically backed up in multiple geographic locations to provide even more recovery options in a disaster situation.  Any good commercial database vendor will be happy to share their disaster recovery process because securing and maintaining your data is their most important job. In short, you can rest assured that your valuable data—often gathered over many years at a high cost—will not be lost if it is stored in a DBMS like Locus EIM.


    12 reasons why commercial SaaS databases are ideal

    Make sure to read the entire series to find out about 12 reasons commercial SaaS databases excel at managing complex environmental data!

    About the author—Gregory Buckle, PhD, Locus Technologies

    Gregory Buckle, PH.D.Dr. Buckle has more than 30 years of experience in the environmental field, most of which have been devoted to the design, development, and implementation of environmental database management systems. When he joined Locus in 1999, he was responsible for building and deploying Locus’ cloud-based EIM software. He was also instrumental in customizing EIM for the water utility industry and developing EIM’s powerful Sample Planning and Data Validation modules. The latest iteration of the Sample Planning module that Dr. Buckle built is currently being used by Los Alamos National Laboratory and San Jose Water Company to plan and schedule thousands of samples per year.


    About the author—Marian Carr, Locus Technologies

    Marian CarrMs. Carr is responsible for managing overall customer solution deployments and customer relationships with Locus’ government accounts. Her career at Locus includes heading the product development team of the award-winning cloud-based environmental ePortal solution as well as maintaining and growing key customer accounts with Locus’ Fortune 100 enterprise deployments. In addition, Ms. Carr was instrumental in driving the growth and adoption of the Locus EIM platform with key federal and water organizations.


     

    Have a question about Locus’ cloud-based environmental software?

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      12 ways commercial SaaS can save your complex environmental data (part 2/4)

      Continued from Part 1

      Complex data - Data quality2) Data quality is better with databases

      Since 2002, a dedicated group of Locus employees has been involved with migrating data into EIM from spreadsheets provided to us by customers and their consultants. As such, we have firsthand experience with the types of data quality issues that arise when using spreadsheets for entering and storing environmental data.

      Here is just a small selection of these issues:

      • Locations with multiple variations of the same ID/name (e.g., MW-1, MW-01, MW 1, MW1, etc.)
      • Use of multiple codes for the same entity (e.g., SW and SURFW for surface water samples)
      • Loss of significant figures for numeric data
      • Special characters (such as commas) that may cause cells to break unintentionally over rows when moving data into another application
      • Excel’s frustrating insistence (unless a cell format has been explicitly specified) to convert CAS numbers like “7440-09-7 (Potassium)” into dates (“9/7/7440”)
      • Bogus dates like “November 31” in columns that have do not have date formats applied to them
      • Loss of leading zeros associated with cost codes and projects numbers (e.g., “005241”) that have only numbers in them but must be stored as text fields
      • The inability to enforce uniqueness, leading to duplicate entries
      • Null values in key fields (because entries cannot be marked as required)
      • Hidden rows and/or columns that can cause data to be shifted unintentionally or modified erroneously
      • Bogus numerical values (e.g., “1..3”, “.1.2”) stored in text fields
      • Inconsistent use of lab qualifiers— in some cases, these appear concatenated in the same Excel column (e.g., “10U, <5”) while in other cases they appear in separate columns

      With some planning and discipline, you can avoid some of these problems in Excel. For example, you can create dropdown list boxes to limit the entries in a cell to certain values. However, this is not standard practice as most spreadsheets we receive come with few constraints built into them.

      While databases are indeed not immune to data quality issues, it is much easier for database designers to impose effective constraints on users’ entries. Tasks such as limiting the values in a column to selected entries, ensuring that values are valid dates or numbers, forcing values to be entered in selected fields, and preventing duplicate records from being entered are all easy to implement and standard practice in databases.

      However, properly designed databases can do even more. They can check that various combinations of values make sense—for example:

      • They can prevent users from entering analysis dates that are earlier than the associated sample dates.
      • They can verify that numerical entries are within a permitted range of values and make sense based on past entries. This is so popular its even part of our Locus Mobile app for collecting field data.

      Databases also provide the ability to verify the completeness of your data:

      • Have all samples been collected?
      • Have all analyses been performed on a sample?
      • Are there any analytes missing from the laboratory’s findings?

      You can specify such queries to run at any time. Replicating these checks within Excel, while not impossible, is simply not something most Excel users have the time, skill, or desire to build.


      Complex data - Data redundancy3) It’s easier to prevent data duplication and redundancy when your data resides in your database

      One of the most striking differences between spreadsheets and databases is the prevalence of redundant information in spreadsheets. Consider, for example, these three tables in EIM:

      1. LOCATION
      2. FIELD_SAMPLE
      3. FIELD_SAMPLE_RESULT

      In this subset of their columns, “PK” signifies that the column is a member of the “primary key” of the table. The combination of values in these columns must be unique for any given record.

      Complex data - Table - Primary key

      The two columns LOCATION_ID and SITE_ID can be used to link (join) the information in the FIELD_SAMPLE table. Furthermore, FIELD_SAMPLE_ID and SITE_ID can be used to link the information in FIELD_SAMPLE_RESULT to FIELD_SAMPLE. Because these links exist, we only need to store the above attributes of a given location or field sample once— in one table. This is very different from how data is handled in a single spreadsheet.

      Let’s compare how the data in a few of these columns might appear in a single spreadsheet compared to a database. We’ll look at the spreadsheet first:

      Complex data - Location Table

      Next, let’s see how this information would be stored in a database. Here we can see more fields since we’re not as constrained by width.

      First, the LOCATION table:

      Complex data - Location ID Table

      Then, FIELD_SAMPLE:

      Complex data - Field Sample Table

      Lastly, FIELD_SAMPLE_RESULT:

      Complex data - Field Sample Result Table

      Note one of the most striking differences between the spreadsheet and the database tables above is that much redundant information is included in the spreadsheet. The Location Type of “WELL” is repeated in every record where location MW-01 appears, and the sample date of “04/17/2017” is repeated wherever sample MW-01-12 is present. Redundant information represents one of the most significant drawbacks of using spreadsheets for storing large amounts of data when many of the data values themselves (e.g., LOCATION_ID and FIELD_SAMPLE_ID above) have multiple attributes that need to be stored as well.

      Most spreadsheet data that we have received for import into EIM have consisted of either:

      1. Multiple worksheets of the same or similar formats, all containing a combination of sampling and analytical data
      2. A single worksheet containing tens of thousands of rows of such data

      Occasionally, customers have sent us multiple spreadsheets containing very different types of data, with one or more hosting sample and analytical results, and others containing location, well construction, or other supporting data. However, this is atypical; in most of the migrations that we have performed, redundant data is pervasive in the spreadsheet’s contents and inconsistencies in entries are common.

      Entering new records in a spreadsheet structured like the example above requires that the attributes entered for LOCATION_ID and FIELD_SAMPLE_ID be consistent across all records whose values are the same in these columns.

      The real problems surface when you have to edit records. You must correctly identify all affected records and change them all identically and immediately.

      Sounds relatively straightforward, doesn’t it?

      In fact, judging by what we have seem in our data migrations, discrepancies invariably creep into spreadsheets when edits are attempted. These discrepancies must be resolved when moving the data into a database where constraints prohibit, for example, a single sample from having multiple sample dates, times, purposes, etc.

      In addition, audit trails are all but nonexistent in Excel. Many users tend to save the edited version with a new filename as a crude form of audit tracking. This can quickly lead to a data management nightmare with no documented audit tracking. Just as important, almost all our customers, especially customers involved with regulatory reporting, require audit tracking. This is typically required on sites that may be involved in litigation and decisions are made on the health and safety risks of the site necessitating defensible and unimpeachable data.


      Complex data - Entity relationships4) Entity relationships are more manageable in databases

      The discussion of data duplication and redundancy touches on another significant difference between databases and spreadsheets—how entity relationships are handled.

      Excel stores data in a two-dimensional grid. While it is possible to create relationships between data in different worksheets, this is not the norm and there are many limitations. More often, as we have stated elsewhere, Excel users tend to store their data in a single spreadsheet that grows increasingly unwieldy and hard to read as records are added to it.

      Let’s consider some of the relationships that characterize environmental sampling and analytical data:

      • Sampling locations are associated with sites or facilities—or, for our water utility customers, individual water systems. They may also belong to one or more planned sampling routes.
      • Different sampling locations have their own analytical and field measurement requirements.
      • Individual samples may be associated with one or more specific permits or regulatory requirements.
      • Trip, field, and equipment rinsate samples are linked to one or more regular field samples.
      • Analytical results are assigned to analysis lots and sample delivery groups (SDGs) by the laboratory.
      • Analysis lots and SDGs are the vehicle for linking laboratory QC samples to regular samples.
      • Analytical parameters are associated with one or more regulatory limits.
      • Individual wells are linked to specific boreholes and one or more aquifers.

      Modeling and building these relationships in Excel would be quite difficult. Moreover, they would likely lack most of the checks that a DBMS offers, like preventing orphans (e.g., a location referenced in the FIELD_SAMPLE table that has no entry in the LOCATION table).


      Complex data - Reporting & Integration5) Data reporting and integration is faster and easier with databases

      How do you create a report in Excel? If you’re working with a single spreadsheet, you use the “Data Filter” and “Sort” options to identify the records of interest, then move the columns around to get them in the desired sequence. This might involve hiding some columns temporarily.

      If you make a copy of your data, you can delete records and columns that you don’t want to show. If your data is stored in multiple spreadsheets, you can pull information from one sheet to another to create a report that integrates the different types of data housed in these spreadsheets. But this is a somewhat tedious process for all but the simplest of reports.

      Let’s contrast this drudgery with the simplicity and power offered by relational databases.

      In Locus EIM, for example, you pick the primary and secondary filter categories that you want to use to restrict your output to the records of interest. Then, you select the specific values for these data filter categories (usually from dropdowns or list-builder widgets). There is no limit on how many categories you can filter on.

      Typically, you then choose a date range. Lastly, you pick which data columns you want to view, and in what order. These columns can come from many different tables in the database. For ease of selection, these also appear in dropdowns or list-builder widgets.

      When you have made your filter selections, Locus EIM pulls up the records matching your selection criteria in a data grid. You can further filter the records by values in specific columns in this grid, or hide or rearrange columns. If you want to share or keep a record of these data, you can export the contents of the displayed grid to a text file, Excel, XML, PDF, or copy to your clipboard.

      The list of reports spans all the major types of data stored in Locus EIM, including location and sample collection information, chain of custody and requested analyses data, analytical results, field measurements, and well and borehole data. Additional reports provide options to perform statistical calculations, trend analyses, and comparisons with regulatory and other limits.

      In short, when it comes to generating reports, databases are superior to spreadsheets in almost every aspect. However, that doesn’t mean spreadsheets have no role to play. Many Locus EIM users charged with creating an ad hoc report prefer to download their selected output to Excel, where they apply final formatting and add a title and footer.  Although, with some of the newer reporting tools, such as Locus EIM’s new enhanced formatted reports, that functionality is also built into the DBMS. The more sophisticated the database, the more advanced and robust reporting options will be available.

      12 reasons why commercial SaaS databases are ideal

      Make sure to read the entire series to find out about 12 reasons commercial SaaS databases excel at managing complex environmental data!

      About the author—Gregory Buckle, PhD, Locus Technologies

      Gregory Buckle, PH.D.Dr. Buckle has more than 30 years of experience in the environmental field, most of which have been devoted to the design, development, and implementation of environmental database management systems. When he joined Locus in 1999, he was responsible for building and deploying Locus’ cloud-based EIM software. He was also instrumental in customizing EIM for the water utility industry and developing EIM’s powerful Sample Planning and Data Validation modules. The latest iteration of the Sample Planning module that Dr. Buckle built is currently being used by Los Alamos National Laboratory and San Jose Water Company to plan and schedule thousands of samples per year.


      About the author—Marian Carr, Locus Technologies

      Marian CarrMs. Carr is responsible for managing overall customer solution deployments and customer relationships with Locus’ government accounts. Her career at Locus includes heading the product development team of the award-winning cloud-based environmental ePortal solution as well as maintaining and growing key customer accounts with Locus’ Fortune 100 enterprise deployments. In addition, Ms. Carr was instrumental in driving the growth and adoption of the Locus EIM platform with key federal and water organizations.


       

      Have a question about Locus’ cloud-based environmental software?

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        Last name

        Email address

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        Locus is committed to preserving your privacy.