I periodically make modifications to my tree documentation spreadsheet and have included a template here in case it is helpful to anyone. This has been a topic in the past and I've taken ideas from Bob, Ed, Jess and others and added a few of my own. I'm interested in what columns others like to have so please reply with additional columns that you like to use.
The columns are sequenced/color-coded to answer five main questions: what, where, when, who and how. A sixth category is for report and photo hyperlinks.
Here are the columns:
Tree # - This is very convenient because I automatically know which tree it is based on my methodology (instead of just a number) and I also name waypoints and photos based on the tree # so it keeps me organized. My methodology for arriving at a number is to take the first letter of each word in the site name, the first letter of the genus, the first letter of the species and a # representing the order that the tree was measured for that species. For example, the 5th Quercus macrocarpa measured at For Example Park would be numbered FEPQM5. As an additional example, the 3rd Quercus muehlenbergii measured at For Example Park would be numbered FEPQMU3 (because QM was already used).
CBH (ft) – Only because I can quickly form a mental picture of size easier with feet, compared to inches or centimeters. Those columns could easily be added for a more specialized list designed for a specific purpose.
Average Spread (ft)
Max Spread (ft)
Form – Forest-grown or Open-grown; I’m more interested in the form of the tree itself, as opposed to the current state of whether or not there are trees currently growing around it. For example, if a big wide-spreading woodland oak has trees growing up around it I would indicate open-grown and add a note. A tree with intermediate form can also be placed in the column along with a note describing the characteristics of the tree.
(Latitude and Longitude in separate columns so that trees can easily be ordered East/West or North/South)
Measurement Method – Laser rangefinder used, etc.
Reference – hyperlink to external report
Photos – hyperlinks to external photos
You’ll notice I also like to have filters at the top of each column and I like to freeze the top row and freeze the first two columns so that when I scroll down or to the right I can still see the top row and those two columns. Please feel free to use if it is helpful and share additional best practices.
For this message the author Matt Markworth has received Likes - 3:
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