A comprehensive guide to digitizing environmental methodologies on Guardian platform
Summary
The Methodology Digitization Handbook is a comprehensive guide for transforming environmental methodologies from PDF documents into fully functional, automated policies on the Guardian platform. Using VM0033 (Methodology for Tidal Wetland and Seagrass Restoration) as our primary reference example, this handbook provides step-by-step instructions, best practices, and real-world examples for every aspect of the digitization process.
Target Audiences
Verra and Other Standards Organizations
Maintain and update existing digitized methodologies
Ensure compliance with evolving regulatory requirements
Optimize methodology performance and user experience
Methodology Developers and Carbon Market Professionals
New to Guardian ecosystem seeking to digitize methodologies
Environmental consultants expanding into digital MRV
Carbon project developers wanting to understand the digitization process
Technical Implementers
Developers working on Guardian-based solutions
System integrators connecting Guardian with external systems
QA teams testing methodology implementations
Regulatory and Compliance Teams
Understanding digital methodology validation and verification
Ensuring audit trails and compliance requirements are met
Managing methodology updates and version control
Key Features and Benefits
Complete Process Coverage: From initial PDF analysis to production deployment with VM0033 digitization example throughout.
Features
Description
Comprehensive Coverage
• Complete process from PDF analysis to deployment
• Real examples from VM0033 implementation
• Practical focus with actionable steps
• Best practices from successful digitizations
Why VM0033?
• 135-page methodology that covers most challenges
• Active use in blue carbon projects
• Guardian policy being used by Verra in production
• Built in collaboration with Verra & Allcot with real project data and testing
Streamlined Structure
• 27 focused chapters across 8 parts
• 20-30 hours total reading time
• Practical, hands-on approach throughout
• Reduced complexity while maintaining comprehensive coverage
Handbook Structure and Flow
Total Time Investment: 20-30 hours for complete reading
Part I: Foundation (Chapters 1-3) - 3-4 hours
Purpose: Establish understanding of methodology digitization and Guardian platform Outcome: Clear comprehension of the digitization process and platform capabilities
Chapter 1: Introduction to Methodology Digitization
Chapter 2: Understanding VM0033 Methodology
Chapter 3: Guardian Platform Overview for Methodology Developers
Part II: Analysis and Planning (Chapters 4-7) - 4-5 hours
Purpose: Systematic analysis of methodology documents and preparation for digitization Outcome: Complete understanding of methodology requirements and test artifacts
Chapter 4: Methodology Analysis and Decomposition
Chapter 5: Equation Mapping and Parameter Identification
Chapter 6: Tools and Modules Integration
Chapter 7: Test Artifact Development
Part III: Schema Design (Chapters 8-12) - 5-7 hours
Purpose: Design and implement data structures for methodology implementation Outcome: Working schemas for all methodology data requirements
Chapter 8: Schema Architecture and Design Principles
Chapter 9: Project Design Document (PDD) Schema Development
Chapter 10: Monitoring Report Schema Development
Chapter 11: Advanced Schema Techniques
Chapter 12: Schema Testing and Validation
Part IV: Policy Workflow (Chapters 13-16) - 4-5 hours
Purpose: Design and configure the complete certification workflow Outcome: Functional policy workflow with proper stakeholder interactions
Chapter 13: Stakeholder Analysis and Role Definition
Environmental Methodology Understanding: Familiarity with carbon markets and MRV concepts
JSON and Basic Programming: Ability to read and modify JSON configurations
Web Technologies: Basic understanding of web applications and APIs
Optional but Helpful
JavaScript Experience: For advanced calculation logic implementation
Carbon Market Experience: For understanding business context and requirements
Essential Setup
Guardian Platform Access: MGS or local open source setup for hands-on practice
VM0033 Methodology Document: Reference material for examples
Development Tools: Text editor, browser, and API testing tools
Recommended Tools
Postman or similar: For API testing and automation
Git: For version control and collaboration
Code Editor: VS Code or similar with JSON/JavaScript support
This handbook represents the collective knowledge and experience of the Guardian community, with special thanks to the Verra and Allcot team for their collaboration on the VM0033 implementation that serves as our primary example throughout this guide.