BEST PRACTICES FOR MAP DESIGN: ADVANCED

Transcription

1 FedGIS Conference February 13-14, 2017 Washington, DC BEST PRACTICES FOR MAP DESIGN: ADVANCED CREATING A BASEMAP FOR AN ORGANIZATION'S PURPOSE, PLACES AND PEOPLE Billie Leff, Esri bleff@esri.com David Hulka, Army OACSIM david.a.hulka.civ@mail.mil

2 BEST PRACTICES FOR MAP DESIGN: ADVANCED 1. Background on maps and basemaps 2. Basemap design principles 3. Authoring and caching raster and vector basemaps

3 WHY ARE MAPS A BIG DEAL? Maps generate reactions! Esthetics or something else? The importance of expertise - Cartography - Graphic design - Subject matter - Institutional knowledge - Audience expectations - Technology - Other? Conceived before you are done with your GIS work

4 CARTO TOOLS

5 CARTO RESOURCES

6 TRADITIONAL VS. WEB MAPS Traditional Maps - Printed map or atlas - Static Perspective - Limited audience Web Basemaps - Digital media - Multiscale - Wide audience - For overlays and navigation 6

7 THE WEB MAP BURGER Reference overlay Labels for context Thematic/operational overlay Content, overlaid on the basemap Basemap Context, background, could include reference data

8 RASTER VS. VECTOR CACHE VS. SERVICES Raster cache For display in desktop and web clients Very large Fixed and un-editable symbology Vector tiles For display on mobile and web clients Smaller size and higher resolution Symbology can be edited client-side Feature services For desktop, web or mobile clients Provide feature access for editing and query Symbology can be edited client-side *

9 BASEMAP ACCESS

10 WHY CUSTOM BASEMAPS? Different projections and custom tiling schemes Richer detail or more appropriate context Branding/identity

11 BASEMAP FOR ARMY INSTALLATIONS: GOALS 1. Seamless and unified presentation of worldwide Army installations 2. Reflective of data detail, quality and completeness 3. Familiar look and feel usable for all audience levels

12 WHAT MAKES MAPS RECOGNIZABLE & EASY TO READ? Recognizable - Purposeful colors - Meaningful symbology - Typeface use - Standards/conventions driven Easy to read - Recognizable - Effective, engaging or actionable - Good design

13 BEST PRACTICES FOR MAP DESIGN: ADVANCED 1. Background on maps and basemaps 2. Basemap design principles

14 GOOD DESIGN IS Purposeful (design and cartography principles)

15 GOOD DESIGN IS Purposeful (design and cartography principles) Simple and clear (effective and easy to read)

16 GOOD DESIGN IS Purposeful (design and cartography principles) Simple and clear (effective and easy to read) + =

17 GOOD DESIGN IS Purposeful Simple and clear Appealing (esthetics and standards)

18 BASEMAP CHARACTERISTICS 1. Low color saturation (brightness)

19

20 BASEMAPS CHARACTERISTICS 1. Low color saturation (brightness) 2. Visually in the background (low contrast and visual hierarchy)

21 BASEMAPS CHARACTERISTICS 1. Low color saturation (brightness) 2. Visually in the background (low contrast and visual hierarchy) 3. Good scale dependencies

22 BASEMAPS CHARACTERISTICS 1. Low color saturation (brightness) 2. Visually in the background 3. Good scale dependencies 4. Good geographic context which aids in pattern recognition

23 Esri Gray Canvas Army Basemap

24 BASEMAPS CHARACTERISTICS 1. Low color saturation (brightness) 2. Visually in the background 3. Good scale dependencies 4. Good geographic context which aids in pattern recognition 5. Matches the theme of the operational data

25 BASEMAPS CHARACTERISTICS 1. Low color saturation (brightness) 2. Visually in the background 3. Good scale dependencies 4. Good geographic context which aids in pattern recognition 5. Matches the theme of the operational data 6. Intuitive/standard color use

26 SYMBOLOGY STANDARDS & GUIDES Custom Standard Guide

27 LABELING FOR BASEMAPS Use ~2 meaningful type faces - Serif: paragraphs, prominent features - Italic: physical features - San serif: fast recognition, numerous Times New Roman and Arial Georgia and Calibri Merriweather and Source Sans Pro Label color matches feature color (-30% in value) Halo matches feature color or predominant background color Scale-dependent

28 BEST PRACTICES FOR MAP DESIGN: ADVANCED 1. Background on maps and basemaps 2. Basemap design principles 3. Authoring and caching raster and vector basemaps

29 RASTER VS. VECTOR CACHE Author Cache Share

30 RASTER VS. VECTOR CACHE Raster cache Author in ArcMap or Pro Cache - Published as a map service - Cached using ArcGIS Server Share on online, desktop or browser apps Vector cache Author in Pro Cache - Create Vector Tile Index in Pro - Create cache in Pro Share on online or mobile apps - Add as an item - Publish

31 AUTHORING BASEMAPS Configure map document Layer the data thematically Start styling at mid-scale

32 AUTHORING BASEMAPS Start with a concept or an inspiration

33 AUTHORING BASEMAPS Assemble colors and symbology

34 AUTHORING BASEMAPS Assemble colors and symbology

35 AUTHORING BASEMAPS Assemble colors and symbology

36 AUTHORING BASEMAPS Assemble colors and symbology

37 SPECIFYING COLOR: HSV Hue Saturation Value H 16 S 95 V 95

38 SPECIFYING COLOR: HSV Hue Saturation Value H 16 S 95 V 194 H 46 S 75 V

39 SPECIFYING COLOR: HSV Hue Saturation Value H 16 S 95 V 194 H 46 S 75 V 255 H 46 S 75 V

40 AUTHORING BASEMAPS

41 CHARACTER MARKERS FOR BASEMAPS

42 CHARACTER MARKERS FOR BASEMAPS

43 LABELING FOR BASEMAPS Use halos (0.4 size = 1 pixel) Use light labels for dark backgrounds, dark labels for light backgrounds

44 LABELING FOR BASEMAPS

45 AUTHORING BASEMAPS Colors and labels are consistent with brand or design concept Colors, labels and content transition gradually and functions without a legend Content is visible at all scales in any location 45

46 RASTER VS. VECTOR CACHE Author Cache Share

47 CONFIGURING RASTER CACHING PROPERTIES Publish map service 47

48 CONFIGURING RASTER CACHING PROPERTIES Publish map service Configure parameters 48

49 CONFIGURING RASTER CACHING PROPERTIES Publish map service Configure parameters Configure caching properties - Tiling scheme - Min and max scale - Automatically or manually 49

50 CONFIGURING RASTER CACHING PROPERTIES Publish map service Configure parameters Configure caching properties - Tiling scheme - Min and max scale - Automatically or manually Configure advanced settings 50

51 SETTING ADVANCED RASTER CACHE OPTIONS Cache directory Cache extent - Full - Current - From a feature class Tile format - PNG, PNG8,24,32 - JPG - MIXED Cache type - Compact (bundles) - Exploded (actual tiles) 51

52 TESTING THE RASTER CACHE Analyze the map document before publishing Add cache to ArcMap, zoom in and pan looking for display/rendering problems Use a Data Reviewer grid to track problems Check server logs to further investigate issues - View log files through ArcGIS Server Manager - Log file located at C:\Program Files (x86)\arcgis\server10.3\server\user\log 52

53 VECTOR TILE SPECIFICATION Mapbox Vector Tile Specification - Google Protocol Buffers

54 OPTIONS FOR VECTOR BASEMAPS Use Esri vector basemaps - Owner:esri_vector Edit style file Create custom vector tile basemap 54

55 MIGRATING BASEMAPS FROM CACHED TO VECTOR Import MXD as a map 55

56 MIGRATING BASEMAPS FROM CACHED TO VECTOR Import MXD as a map Make sure the projection of the data and map match In Map Properties, uncheck Draw up to and including the maximum scale in scale ranges ArcMap Pro

57 MIGRATING BASEMAPS FROM CACHED TO VECTOR Import MXD as a map Make sure the projection of the data and map match In Map Properties, uncheck Draw up to and including the maximum scale in scale ranges Configure projection and tiling scheme

58 MIGRATING BASEMAPS FROM CACHED TO VECTOR Import MXD as a map Make sure the projection of the data and map match In Map Properties, uncheck Draw up to and including the maximum scale in scale ranges Configure projection and tiling scheme

59 MIGRATING BASEMAPS FROM CACHED TO VECTOR Import MXD as a map Make sure the projection of the data and map match In Map Properties, uncheck Draw up to and including the maximum scale in scale ranges Configure projection and tiling scheme Set the min and max scales for each layer and label class using the chosen tiling scheme 59

60 SCALE-BASED SYMBOLOGY Option 1: Separate layer for each scale dozens of layers per feature class Option 2: Scale-based sizing couple of layers per feature class Option 3: Scale-based rendering 1 layer per feature class

61 SCALE-BASED SIZING A single line or marker can be configured to increase its thickness or size as the map zooms in 61

62 SCALE-BASED RENDERING A single layer can have multiple representations at different scales

63 SCALE-BASED RENDERING A single layer can have multiple representations at different scales

64 SCALE-BASED RENDERING A single layer can have multiple representations at different scales

65 SCALE-BASED LABELING Option 1: Separate layer for each scale dozens of layers per feature class Option 2: Label classes dozen or one layers per feature class

66 CONFIGURING LABELS Similar to ArcMap at the class level Arcade available as an expression language

67 CONFIGURING LABELS Controls are not nested 67

68 CONFIGURING LABELS Controls are not nested but are the same as in ArcMap 68

69 SAVING LABEL PLACEMENT TO STYLE FILE Have the ability to save label placement/position to style. 69

70 UNDO FOR SYMBOLOGY Undo on the main menu is available for any changes, including symbology 70

71 VECTOR TILE CACHING

72 VECTOR TILE CACHING

73 CREATE VECTOR TILE INDEX Parses area into tiles with <=10,000 features (vertices) Recreate if adding new data or if the density of the existing data changes 73

74 CREATE VECTOR TILE PACKAGE 74

75 CREATE VECTOR TILE PACKAGE (CONTINUED) 75

76 I WANT YOU TO HAVE THE BEST BASEMAP Is an existing basemap what YOU want? - Look at detail, projection and tiling scheme, branding If not, consider a custom basemap WWI

77 A BASEMAP IS MORE PROFOUND THAN ITS LOOKS How will the basemap be used? - Look for a specific use case - Look at the medium, audience, purpose Do you have a style standard or a meaningful symbology place to start? - Look at IT/Web dev/ui/ux for preferred colors and fonts Look Sharp, Be Sharp, Go Army! 1950s-1971

78 LET THE BRAND STANDARD GUIDE YOU Once you configure your map document - Projection, tiling scheme, thematically organized TOC Let the brand standard guide you through styling the content - Start with the layers with the most visual weight e.g. land cover, water

79 REMEMBER WHO THE BASEMAP IS FOR Once you have styled 1-2 map scales, test them - Create a test cache to establish parameters - Review the style with peers and stakeholders, especially users

80 DON T STOP AT ONE Style additional map scales - Test cache them - Review with stakeholders for functionality and requirements, not colors and wants

81 VISUALIZATION AND MAPS ARE POWERFUL 2006-present Once you have an effective and attractive basemap, consider - Adding and/or removing content for specific users (and republishing it) - Identifying unmet needs - Porting the basemap to a vector format - Modifying it for print, web and mobile use for a consistent, familiar and branded user experience

82 Please Take Our Survey on the Esri Events App! Download the Esri Events app and find your event Select the session you attended Scroll down to find the survey Complete Answers and Select Submit

83 Print Your Certificate of Attendance Print stations located in the 140 Concourse Monday 12:30 PM 6:30 PM GIS Solutions Expo, Hall B Tuesday 10:45 AM 5:15 PM GIS Solutions Expo, Hall B 5:15 PM 6:30 PM Expo Social, Hall B 6:30 PM 9:30 PM Networking Reception, Smithsonian National Air and Space Museum

84 BEST PRACTICES FOR MAP DESIGN: ADVANCED CREATING A BASEMAP FOR AN ORGANIZATION'S PURPOSE, PLACES AND PEOPLE Billie Leff, Esri bleff@esri.com David Hulka, Army OACSIM david.a.hulka.civ@mail.mil