After operating as a High Energy Physics electron-positron collider, the Cornell Electron-positron Storage Ring (CESR) has been converted to become a dedicated synchrotron light source for the Cornell High Energy Synchrotron Source (CHESS). Over the course of several years CESR was adapted for accelerator physics research as a test accelerator, capable of studying topics relevant to future damping rings, colliders and light sources. Initially some specific topics were targeted for accelerator physic research with the storage ring in this mode, labeled CesrTA. These topics included 1) tuning techniques to produce low emittance beams, 2) the study of electron cloud (EC) development in a storage ring and 3) intra-beam scattering effects. The complete conversion of CESR to CesrTA occurred over a several year period, described elsewhere. A number of specific instruments were developed for CesrTA. Much of the pre-existing instrumentation was modified to accommodate the scope of these studies and these are described in a companion paper. To complete this research, a number of procedures were developed or modified, often requiring coordinated measurements among different instruments. This paper provides an overview of types of measurements employed for the study of beam dynamics during the operation of CesrTA.
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