The New York State Department of Environmental Conservation recommends that municipalities conduct a tree inventory in order that they can create a data-based tree management plan. In general, there are four approaches to conducting a tree inventory, each with its strengths and weaknesses. These approaches are divided into top-down approaches that include satellite and airplane (or drone)-supported methods and bottom-up approaches that include on-the-ground scanning or digital photography and field surveys.

Top-down approaches
For municipalities interested in quantifying total canopy cover in their community, spatial variations in canopy cover, and how canopy cover is changing over time, top-down approaches are ideal. These top-down approaches are great for efficiently looking at spatial and temporal variations in canopy cover. However, they will not provide information regarding tree size, tree species, tree health, or other information to inform individual tree management.

Title: Canopy Cover
Sponsoring Organization: The Multi-Resolution Land Characteristic Consortium (MRLC; a partnership between the USGS, NASA, NOAA, BLM, and USFS)
Description: This is an excellent freely-available canopy cover product that is fairly easy to use. It is derived from satellite imagery and provides information on percent tree canopy cover across the entire U.S. The data appear as pixelated maps comprised of 30 m x 30 m pixels that are color-coded by percent canopy cover. The viewer allows users to select an area they are interested in to view and download data. The viewer can also be used to click on specific locations to see the percent canopy cover. This product is currently available for 2011 and 2016 (expect another iteration in 2022), which allows for quantifying changes in canopy cover over time.

Title: i-Tree Canopy
Sponsoring Organization: U.S. Forest Service
Description: This is another easy-to-use, freely available resource for quantifying canopy cover. This product only provides estimates for a defined area, rather than providing spatially-resolved maps like the MRLC product above.

Bottom-up approaches
For municipalities interested in tree-specific data such as tree health, species, tree size, etc. bottom-up approaches are most appropriate. These approaches are essential for developing tree management strategies and assessing their effectiveness, but are also time consuming and can be expensive. These approaches most commonly involve a field-based survey--i.e., trained field crews visiting trees and using standardized approaches to collect data. In the absence of gaining permission to access private property, these surveys are often limited to trees on publicly accessible land (e.g., street trees, parks) or those easily visible from publicly accessible land (e.g., trees in front yards). There are many private companies that will conduct these inventories, but a wide range of apps and software products make it possible for municipalities to also conduct surveys themselves using paid employees and/or volunteers.

The resources below collectively describe the utility of tree inventories and the different approaches (particularly field approaches), their pros and cons, and descriptions of the resources and software that might be required or beneficial.

Title: Urban Forestry Toolkit
Sponsoring Organization: Vibrant Cities Lab
Description: Vibrant Cities Lab was created through a partnership between the U.S. Forest Service, American Forests, and the National Association of Regional Councils. This link (and Vibrant Cities Lab, more broadly) is an excellent resource for all things green infrastructure. There are in-depth descriptions of why inventories are important, the different approaches, how to conduct your own inventory, and relevant links including those for inventory software.

Title: Conducting a Community Tree Inventory
Sponsoring Organization: Penn State Extension
Description: Provides an overview of the utility of conducting inventories and a description of the inventory process including the planning, implementation, application, and maintenance components.

Title: Urban and Community Tree Inventories
Sponsoring Organization: North Carolina Forest Service
Description: Provides an overview of the pros and cons of different approaches to conducting field-based inventories (i.e., volunteer, municipal staff, consultant).

Title: A Step-by-Step Guide to Taking Urban Forest Inventory Measurements
Sponsoring Organization: Mississippi State University
Description: Comprehensive document that describes how to use the i-Tree suite of toolsto conduct municipal tree inventories. The document also includes example data sheets and recommended equipment. i-Tree is a peer-reviewed, open-source software developed by the U.S. Forest Service for assessing many aspects of the urban tree canopy and the ecosystem services provided.

Title: Community Forestry-Conducting a Street Tree Inventory – Inventory Methodology
Sponsoring Organization: Cornell Community Forestry Program
Description: Describes the i-Tree methodology that the Cornell Community Forestry team has used to conduct tree inventories in municipalities across New York State.

Tree inventory software options
Title: Treekeeper Inventory Management Software
Developer: Davey Trees
Description: Comprehensive, cloud-based urban forestry management program. It streamlines data access and management and quantifies benefits and economic value of trees. Video demo of the software is available here.

Title: Tree Mapping Software
Developer: Plan-it Geo
Description: Commonly used software for mapping trees and conducting tree inventories. It uses a web-based GIS platform and is optimized for mobile and desktop devices. Provides real-time access to an unlimited number of users. Integrates with other spatial analysis software such as ESRI products.