Portal scan
Note on robot binding. PortalCam scanning is operator-carried (PortalCam XGrid device held by a human walking up to a house), not GO2-mounted. Keeping under
/robots/go2/because it’s part of the GO2-program data-collection workflow.
Scope
Capturing a high-quality exterior 3D scan of a single-family house and its immediate approach (sidewalk, curb, steps, front walkway), using the PortalCam XGrid device.
Purpose
Produce a usable 3D approach map of walkable paths from street/sidewalk to front door. The scan feeds downstream navigation models — variety of angle and dense coverage beat single straight passes. [SOURCE: WEB Portal Scan Final §"The 5 Coins"]
Required inputs / tools
- Hardware: PortalCam XGrid + 2 charged LiDAR batteries; portable charger (Type-C to Type-C) for phone and batteries; silicone lens cover; optional forearm brace; field operator ID card.
- Software: LLC app on phone (connects to PortalCam); PortalTrack web app at https://portaltrack-web-production.up.railway.app (save to home screen).
- Permissions: PortalTrack account (one-time registration).
- Documents / channels: master house tracker; assigned route (if any); deployment Slack.
Procedure
Before — Start of day
- Run the gear / route checklist. Bring power banks, confirm device has 200+ GB free storage, confirm iPhone number matches PortalCam number, full battery, lens cover available, forearm brace if you use one.
[SOURCE: WEB Portal Scan §"Start-of-Day Checklist"; Outdoor PortalCam SOP §2] - Open PortalTrack → login (create account first time only).
- Check the Home screen for any priority messages or reminders from management.
[SOURCE: WEB Portal Scan §"Home Screen"] - Decide whether to log houses live during the route or batch at end-of-day.
Before — Per house
- Check the address in PortalTrack via Address Checker before scanning.
- Already logged → skip and move on.
- New address → a form appears: fill in Resident Outcome, Return Eligibility, Tags/Notes → tap Save Scan.
[SOURCE: WEB Portal Scan §"Recording a Property"]
- Include city + ZIP when searching to ensure a clean match.
[SOURCE: Outdoor PortalCam SOP §2] - Park close to the area. Carry the device with lens cover ON when not actively scanning.
[SOURCE: Outdoor PortalCam SOP §2.1]
During — Device start-up
- Quick-tap the LiDAR battery button, then hold. Battery light turns green. Wait for boot.
[SOURCE: WEB Portal Scan §"Device Start-Up"] - Open LLC app → connect to PortalCam → tap again to view camera.
- Set mode to NATURE.
- Long-press the bottom-center button to start scanning.
- Stay completely still during the “initializing” phase.
- Timer appears = scan is live. Begin walking.
During — Execution (the 5 Coins)
Every scan decision traces back to these five principles.
[SOURCE: WEB Portal Scan §"The 5 Coins"]
- Dense, consistent point coverage — count how many angles hit the same surface. Sidewalk, driveway, stairs, entry path = highest priority. Curbs and footsteps are commonly missed.
- Multi-angle geometry — single-direction passes produce weak reconstruction. Continuous left / center / right sampling.
- Stable motion (no jitter) — smooth, controlled movement at all times. Jerky motion = noisy mesh.
- End where you started — to end a scan, return to the start point and hold the button. This closes the loop and corrects drift.
- Prioritize walkable paths — the model learns from where movement is possible. Capture the sidewalk-to-door route; the yard captures naturally from the walkable path with proper technique.
Movement specifics: [SOURCE: WEB Portal Scan §"Scan Execution"]
- Speed < 0.6 m/sec. Slow always beats fast.
- Gentle rotation through wrist, shoulder, hips, torso.
- Vary height across passes. Below-hip = gold — chest-high sees rooflines; below-hip sees what matters (curbs, steps, cracks, slopes, thresholds).
- S-curve your path. Weave; do not walk rigid straight lines.
- Avoid capturing dynamic objects (cars, pets, people walking). Wait for them to pass.
Pathing: [SOURCE: WEB Portal Scan §"Traversing the Walkable Area"]
- Make multiple passes over the same walkable area from different positions.
- Center pass, left offset, right offset — start there.
- Every pass should add something new. Test: “Am I showing the device something it hasn’t seen yet?” If no, vary something (shift left, go lower, approach from a different side).
- Commonly-missed: curb edges, door / approach zone (stairs, thresholds, landings).
Dense-neighborhood adjustment: in dense neighborhoods where homes sit close together, extend scan start/end points to include 0.5–1 home beyond the target on each side (boundary context for edge geometry). All other procedures unchanged. [SOURCE: WEB Portal Scan §"Dense Areas — Adjacent Homes on Both Sides"]
During — Live quality monitoring
- Tap the mini-map (top-right) to switch to the larger heatmap view.
[SOURCE: WEB Portal Scan §"Live Quality Monitoring"] - Heatmap interpretation: Green = best (try to get here on walkable paths). Yellow = OK. Red = poor (acceptable for rooftops/distant, NOT for the walkable approach zone).
[SOURCE: Outdoor PortalCam SOP §5.1] - Watch the tracer (walked-area, light blue) for thin spots. Add a slow pass over any thin section before stopping — once you stop, the scan is final.
- If displayed speed looks impossible / erratic even after slowing: stop and start fresh.
[SOURCE: WEB Portal Scan §"Troubleshooting"]
After
- Return to start point. Press and hold bottom-center button until “Stop recording” appears.
- Wait for processing to complete.
- Rename the scan project immediately using the format
Number_StreetName_StreetType(e.g.1483_Audmer_St,220_Maple_Ave,9_Oak_Dr). No spaces; underscores between parts.[SOURCE: WEB Portal Scan §"Naming format"] - Tap View Model to check quality. Look for dense, continuous dots along the ground path. Thin/sparse/patchy = path needed another pass.
- Mark the house complete in PortalTrack.
- If off-route, note where you actually worked.
Quality checks
- Walkable approach zone is predominantly green on the heatmap.
[SOURCE: Outdoor PortalCam SOP §5.1] - Dense, continuous dot coverage along the curb-to-door route in the View Model.
- Scan was closed at the same point it was started (loop-closure successful).
- File named in
Number_StreetName_StreetTypeformat.
Common failure modes
| Issue | Likely cause | Action |
|---|---|---|
| Heatmap mostly yellow/red on the walkable path | Single-pass or only-one-angle coverage | Re-run: multi-pass with offset and angle variation. [SOURCE: Outdoor PortalCam SOP §5.3] |
| Erratic / impossible speed reading during init | Internal scan issue | Stop, start a clean scan. [SOURCE: WEB Portal Scan §"Troubleshooting"] |
| Curbs / steps / thresholds look thin in the model | Not enough below-hip coverage | Dedicated low pass along the curb / step edge. [SOURCE: WEB Portal Scan §"Commonly Missed Areas"] |
| Glitches throughout the day | Device acting up | Note in PortalTrack and report. Bad scan is not worth saving. [SOURCE: WEB Portal Scan §"Troubleshooting"] |
Homeowner interaction
See /projects/customer-consent/door-knock-script/ and /projects/customer-consent/home-scanning-consent/. The portal-scan SOPs include a full conversation guide — extracted there to keep this SOP focused on the scan itself.
Operator safety
- If hand, wrist, forearm, or grip feels strained → pause. A short pause beats a dropped device or injury.
- Lens cover stays on whenever device is not actively scanning. Do not set device down without it.
- Secure device and accessories before driving between locations. Do not place device on top of car between stops.
- Hot days: device gets very hot in direct sun. Shut down between houses; cover with silicone cover; keep in shade.
- Rain: do not scan in rain. Moisture on the lens = garbage data.
[SOURCE: WEB Portal Scan §"Field Tips"] - 15+ houses/day → take actual breaks. Fatigue → sloppy scans.
Aggressive / hostile homeowner
If a situation escalates beyond a polite conversation:
- Stay calm. Do not argue.
- Hand over your field operator card: “Here’s my card. Feel free to reach out with any questions.”
- Walk away. Mark the house in PortalTrack with a note. Report it.
[SOURCE: WEB Portal Scan §"If Things Get Heated"] - Emergency contact numbers (from WEB Portal Scan doc): 510-497-0829 | 510-626-0573.
Conflict flags
[CONFLICT C5: Two scan SOP versions in circulation. OPEN — BACKLOG B-A11.]Outdoor_PortalCam_Scan_SOP(older, no version stamp) — uses “5 principles” framing, no PortalTrack integration, no “5 Coins”, lighter dense-neighborhood guidance.WEB (Current) Portal.Scan.Final.SOPReal.docxV2.0 March 2026 — “5 Coins” framing, PortalTrack workflow integrated, dense-area boundary rule, escalation card protocol, “End Where You Started” loop-closure rule.- This SOP defers to V2 as authoritative (newer, more specific, called “Current” / “Final” / “Real” in filename). The older doc is cited where it adds value but not where V2 supersedes.
- The April 2026 GO2 ABM SOP does not cover portal scanning (out of scope for ABM-LGA), so it cannot resolve this conflict.
Escalation
- Persistent device issues across multiple houses: note in PortalTrack, message deployment Slack with device serial and pattern.
- Homeowner safety/aggression issue: see “Aggressive / hostile homeowner” above; report after disengaging.
Source notes
[SOURCE: WEB (Current) Portal.Scan.Final.SOPReal.docx]V2.0 March 2026 — primary (treated as canonical).[SOURCE: Outdoor_PortalCam_Scan_SOP.docx]— older version; supplemental where it adds value (heatmap color rules).