WFPGeoNode User Training Manual

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2 COPYRIGHT AND DISCLAIMER STATEMENT World Food Programme Information presented in the Geographic Information Systems (GIS) Capacity Building Training Package ( GIS Training Package ) may be considered public information and may be reproduced, distributed or copied freely, exclusively for non-commercial purposes and unless identified as being subject to third parties copyright protection. World Food Programme ( WFP ) should be cited as the source of the information and any photo credits should be similarly credited to the author or source, as appropriate. If a third party copyright is indicated on a photo, graphic, or on any other material, permission to copy these materials must be obtained from the original source. WFP declines all responsibility for errors or deficiencies in the GIS Training Package or in the documentation accompanying it, for the update of the data as well as for any damage that may arise from them. Information in the GIS Training Package is provided without warranty of any kind, either express or implied, including, without limitation, warranties as to fitness for a specific purpose, non-infringement, accuracy or completeness. Under no circumstances shall WFP be liable for any direct or consequential loss, personal injury, property damage, or expense of any nature directly or indirectly incurred or suffered by any person that is claimed to have resulted from the use of the GIS Training Package or information included therein. The GIS Training Package contains advice, opinions, and statements of several individuals and information providers. WFP does not necessarily share, represent or endorse any advice, opinion, statement or other information provided by any individual or information provider. Reliance upon any such advice, opinion, statement, or other information shall also be at the user s own risk. WFP shall not be liable to any person for any inaccuracy, error, omission, deletion, defect, failure, alteration or use of any content herein, regardless of cause, nor for any damages resulting therefrom. WFPGeoNode User Training Manual Produced by the Geospatial Support Unit (GSU), Emergency Preparedness and Response Coordination Support Branch (OMEP) The GIS Training Package also contains links to third-party websites. These links are provided for the user s convenience only. WFP is not responsible for the contents of any linked website and do not control or guarantee the accuracy, relevance, timeliness, or completeness of any linked information. Further, the inclusion of links is not intended to assign importance to those sites and the information contained therein, nor is it intended to endorse or recommend any views expressed, commercial products or services offered on these external sites that are not controlled by WFP. Reference in the GIS Training Package to any specific commercial products, processes, or services, or the use of any trade, firm or corporation name is only for the information and convenience of the user and does not constitute an endorsement, recommendation, or judgment by WFP. WFP is not liable for any infringements of third party rights as a result of any form of publication by the users of the GIS Training Package, or sections thereof, and they alone will be liable. The designations employed and the presentation of material in GIS Training Package maps do not imply the expression of any opinion on the part of WFP concerning the legal or constitutional status of any country, territory, city or sea, or concerning the delimitation of its frontiers or boundaries. Nothing related to this statement or the GIS Training Package may be construed as a waiver, express or implied, by WFP, the United Nations, and the Food and Agricultural Organization of the United Nations of the privileges and immunities enjoyed by them pursuant to the 1946 Convention on the Privileges and Immunities of the United Nations, the 1947 Convention on the Privileges and Immunities of the Specialized Agencies or otherwise under any international or national law, convention or agreement. All queries on rights and licenses should be addressed to the Geospatial Support Unit, World Food Programme, Via C.G. Viola, 68-70, Rome 00148, Italy; omep.gis@wfp.org.

3 TABLE OF CONTENTS INTRODUCTION Table of Contents INTRODUCTION Training Objectives How to use the Manual Terminology GIS Products - Key Aspects to Consider... 5 BASIC USER MODULE Module Objectives Basic Level Homepage Explore maps Access static maps Access interactive maps Map composer and tools for map management Explore data layers View data layers Create a map Explore documents Exercise: Basic User Layers used Exercise Module Objectives Advanced Level Register a new account Sign in and create a profile Permissions Naming Conventions Upload data layers Metadata Style a layer and create rules Style a raster layer Manage different styles Modify data in a layer Create and remove data in a layer Upload documents and static maps Remove and replace layers, maps and documents Exercise: Advanced User Layers used Exercise...45 Annex 1: Online resources Annex 2: WFP naming conventions for geographic datasets INTRODUCTION WFPGeoNode is the World Food Programme s corporate web platform for publishing geospatial data and maps. It brings together mature and stable open-source software under a consistent and easy-to-use interface allowing non-specialized WFP employees and cooperating partners to easily access geographic information, share data and create interactive maps. Data management tools built into WFPGeoNode allow for integrated creation of data, metadata, and map visualizations. Each dataset in the system can be either shared publicly or restricted to only specific users. Social features like user profiles, commenting and rating systems allow for the development of a GIS community within WFP to facilitate the use, management, and quality control of the data that the GeoNode instance contains. By integrating the type of collaboration typically found in social networks with specialized geospatial tools, WFPGeoNode is designed to easily explore, process, style, and share maps and geospatial data with other users. It is also possible to upload and make content available via standard OGC protocols such as Web Map Service (WMS) and Web Feature Service (WFS). WFPGeoNode is also designed to be a flexible platform that software developers can extend, modify or integrate against to meet their own requirements. Subsequently, any suggestions for improving the platform or specifying certain needs may be sent to omep.gis@wfp.org. The WFPGeoNode User Training Manual is a comprehensive guide which, together with the Exercise Data, constitutes a training package designed to build the capacity of WFP staff, partner agencies, and governmental partners at various levels. This complete training package has been prepared and designed by the Geospatial Support Unit (GSU) under the Emergency Preparedness and Response Branch (OMEP). GSU has been providing support and training to strengthen overall GIS capacity internally and externally since The capacity building activities of GSU is in accordance with the objectives as outlined in the WFP Strategic Plan : Strategic Objective One: Save Lives and Protect Livelihoods in Emergencies, Goal 3: Strengthen the capacity of governments and regional organizations and enable the international community to prepare for, assess and respond to shocks, as well as Strategic Objective Three: Reduce risk and enable people, communities and countries to meet their own food and nutrition needs, Goal 3: Strengthen the capacity of governments and communities to establish, manage and scale up sustainable, effective and equitable food security and nutrition institutions, infrastructure and safety-net systems, including systems linked to local agricultural supply chains. 1.1 Training Objectives The overall aim of the WFPGeoNode Training Package is to increase the understanding and awareness of the benefits of sharing data and geospatial information through open source web-based systems, such as GeoNode. Specifically, the purpose of this guide is to provide WFP staff and partners with a comprehensive manual on how to use WFPGeoNode more effectively and provide practical training on how to achieve this. 3

4 INTRODUCTION INTRODUCTION At the end of the two training modules, it is expected that the WFPGeoNode user will be able to: Understand basic concepts of using an open source web-based system for sharing geospatial information; Use main functions of WFPGeoNode as intended for the benefit of the WFPGeoNode community; Produce comprehensive and illustrative maps by using existing data layers or by creating new data layers. 1.2 How to use the Manual The manual is divided into two training modules with varying levels of difficulty: the Basic User Module and the Advanced User Module. The basic module concentrates on how to consume and use data, whereas the advanced module is more focused on how to upload your own data, create comprehensive and illustrative maps, and share information effectively. The manual is designed to allow users to acquire both theoretical and practical knowledge in a logical order. Ideally, the user should read the sections while simultaneously view the explained functions live in the WFPGeoNode system. At the end of each module there is an exercise to be completed using the complimentary Exercise Data. Here the user will practice his/her skills by following instructions in the manual and perform actions in the training environment To quickly gain an understanding on how to navigate and use WFPGeoNode, it is possible to proceed directly to the exercise sections. However, we recommend that beginners read through the whole manual and do the exercises in the order they are presented. By reading through the entire manual, the user will be able to relate the theory and logic of the system with the procedures described in the exercises, thereby allowing the user to practice what has been studied and effectively consolidate his/her knowledge. It is also recommend that the user continue with the advanced module after finishing the first module, since the basic module intends to mainly introduce elementary features of WFPGeoNode and prepare the user for the next level. The manual can be used in different types of learning environments. It allows individual users to conduct the training independently in front of the computer without supervision. It can also be used for supervised group trainings or during in-depth interactive presentations. WFPGeoNode is accessible at: A dedicated training environment has been created to allow users to familiarize themselves with the functions explained in the manual and to conduct the exercises. The training environment is accessible at: Completing the entire WFPGeoNode Training Package is estimated to take half-a-day hours for the basic module and 2.5 hours for the advanced module. 1.3 Terminology Features geographical points on a map represented as points, lines or polygons (areas). This georeferenced information is associated with one or more attributes. Attribute Descriptive data often associated to specific features through geographic information contained in the attribute. An attribute can contain information on for example the estimated population of a country, where the name of the attribute could be shortened POPEST for easy recognition of what the values of the attribute actually represents. Data values the data of a specific attribute e.g. representing the number of an estimated population or the name of a city. Attribute table table displaying all the attributes of a specific feature and their associated values Vector layer data layer representing points, lines and polygons on a map. Shapefile file format used by WFPGeoNode for uploading a vector layer. It is a digital vector storage format for storing geometric location and associated attribute information, including the four file formats:.shp shape format; the feature geometry.shx shape index format; a positional index of the feature geometry to allow seeking forwards and backwards quickly.dbf attribute format; columnar attributes for each shape.prj - projection format; the coordinate system and projection information, a plain text file describing the projection of the data Raster layer data layer comprised of either digital aerial photographs, imagery from satellites, digital pictures, or even scanned maps. The layer consists of pixels organized into a grid where each cell contains a value representing information (such as e.g. temperature). GeoTIFF file format used by WFPGeoNode to upload a raster layer. It is a public domain metadata standard that allows additional geo-referenced information to be embedded within a TIFF file. The additional information includes map projection, coordinate systems, ellipsoids, datum, and other information necessary to establish the exact spatial reference for the file. Style a layer to modify the appearance of a layer by using less advanced features (such as symbols and colors) and more advanced features (such as setting rules for conditions and scales) to visualize certain data attributes. 1.4 GIS Products - Key Aspects to Consider When producing a GIS product a physical map, a data layer or a digital map it is useful to keep a few things in mind. Who is the audience? Tailor your map and the displayed data layers to the audience you are anticipating will use the map. Are all data files properly named according to common naming conventions? By applying proper standards much time and effort will be saved. Is the chosen background the most appropriate one? Decide which background indicators are 4 5

5 BASIC USER MODULE BASIC USER MODULE important, and then choose a base layer that best reflects your priorities. Are icons visualized at an appropriate scale? Too large icons can hamper visual effect of other important data, and too small icons can undermine its importance. BASIC USER MODULE Homepage The WFPGeoNode Homepage (Figure 1) offers a few options to start navigating the system. There are four main links at the top of the homepage: Layers, Maps, Documents, and Users. These links are permanent, allowing you to easily navigate between different interfaces without necessarily returning to the homepage. There are also three useful quick-links at the bottom of the page: Explore Data, Explore Maps and Upload Data. 2.1 Module Objectives Upon completion of the Basic User Module, the participant is expected to be able to: Navigate WFPGeoNode independently to find data layers and maps by using different routes, filters and search functions; Find and understand detailed information of data layers or maps, such as metadata, ownership and usage; Download data layers from WFPGeoNode in different file formats; Produce maps using already existent layers, as well as save and print maps. The main goal of the Basic User Module is to let users familiarize themselves with WFPGeoNode and practice basic skills in preparation for the following advanced module. To make the Basic User Module accessible to everyone, it is designed so that unregistered users can follow the training without having to request a user account. 2.2 Basic Level The following sections will explain how to find maps and layers already published by other users, how to download layers, and how to create maps with existing layers. The division of the sections is based on a specific interface indicated in italics (such as Homepage or Map Composer) or on specific functions indicated in bold (how to Explore Layers, or how to Create a map). Figure 1: WFPGeoNode Homepage with quick links Explore maps Two different maps can be stored and accessed in WFPGeoNode: interactive maps and static maps (e.g. pdf, jpg and png). To access both types of maps stored in WFPGeoNode use the quick-link Explore Maps at the bottom of the homepage, or Maps in the permanent link section. Specific maps can be found by using by typing e.g. a country name or thematic area in the Search-field at the top of the homepage. 6 7

6 BASIC USER MODULE BASIC USER MODULE Following either of these methods to access maps, a list of results will appear (Figure 2) sorted according to when the data was shared (Most recent and Less recent) as well as alphabetically (A-Z and Z-A) and in order of importance (Most Popular and Relevance). The results can be filtered according to Categories, Date and Keywords by using the left-side panel. To view only either interactive maps or static maps use Maps in the permanent link section to filter the maps according to type (Interactive Maps or Static maps) in the drop-down box Access static maps WFPGeoNode allows users to link static maps with layers, interactive maps and documents in order to interconnect relevant information. To visualize specific static maps and their associated layers/maps click on the title of the map. Once the static map is visible (Figure 3), it is possible to save it in your file system by using the right-click function of the mouse and saving it as an image. Figure 2: Explore maps interface with filters QUICK TIPS! Figure 3: Static map - access detailed information Both maps and data layers will appear in the result list after performing a search. You can quickly distinguish between maps and layers by looking at the buttons on the right side; maps will have a View button, while data layers will have a Create a map button. Alternatively, you can filter the search results according to Type in the dropdown panel on the left. 8 9

7 BASIC USER MODULE BASIC USER MODULE Access interactive maps To visualize and access all detailed information about an interactive map, enter the Map View interface by clicking on the title. It is then possible to pan the map by holding down the mouse button and moving the cursor, or by using the arrows and zoom tools on the left side of the map (Figure 4). In the Map View interface there is also a tab section below the map where you can view more Info about the map such as all the metadata, Share the map through social media, use the Ratings and leave Comments. On the right side under Map Layers there is a list of the data layers used for composing the map. At the top of the page, use Download Map to extract all the data layers used for composing the map and save it on your computer. Figure 5: Map composer interface with map management tools The toolbar just above the map is used to easily navigate between different extents and scales (Figure 6). WFPGeoNode also allows the user to view a map in Google Earth with an embedded Google Earth Viewer. You will need to install the Google Earth plugin, which is available for download at Google s website, or here: Figure 6: Toolbar for map navigation The toolbar on the top-left side is used for editing and managing the map (Figure 7). Here you may: Save or Publish the map on a website by using Map (only for registered users), Print the map by saving it in pdf-file format, View feature attributes on a selected location on the map by using Identify, View attribute table of a selected layer and search for specific values by using Query, Measure a specific length or area on the map, and Edit the value of selected features (depending on permissions) Map composer and tools for map management Figure 4: Interactive map view with different functions By clicking View Map in the Map View interface a larger version of the map will appear in the Map Composer interface, as well as tools for changing the map and a list of layers used for that specific map (Figure 5). Figure 7: Toolbar for map editing To measure the distance or area between specific points on a map use the Measure symbol and click on the first location. A pop-up window indicates the distance in kilometers, and additional distances can be measured by clicking on more locations. To calculate the final distance, double-click on the last location. In (Figure 8) the approximate length of a road between two warehouses have been measured and the distance in kilometers is visible

8 BASIC USER MODULE BASIC USER MODULE With Layer Properties it is possible to adjust and save the display of that layer in the Map Composer without actually changing the original style of the layer. This function is useful if e.g. you do not have permissions to save or edit a layer but still would like to modify the appearance of a layer for a specific map you are creating. To use Layer Properties select the layer and click on the wrench symbol in the toolbar. Under the tab About, you can provide a title for the display of the layer as well as a description. Under the Display tab you can modify the transparency of a layer by defining the Opacity percentage, as well as constrain certain aspects of the layer by using Limit with filters and Limit by scale. In Figure 10 the transparency of the roads has been reduced in half compared to Figure 5, and the About tab has been selected. Figure 8: Measure distance between two locations on a map You find various pre-set Base Maps in the panel on the left side of the page (Figure 9), which can be altered depending on how you would like the base layer to be displayed. The Overlays are the layers used for composing the map. By ticking the box on the left side of a layer title you can turn it on, or off, in order to either display it, or hide it, on the map. The layers are displayed on the map according to their order in the panel list, where layers on top have visual precedence in ascending order. To change the display order of the layers, simply drag-anddrop them up or down. The toolbar symbols at the top allows you to Add or Remove Layers, and change Layer Properties. The Style palette symbol is only active if a user with the right permissions has signed in. Figure 9: Layers section and toolbar QUICK TIPS! To view detailed information of a specific layer, right-click on the layer in the panel and choose Layer Info. A new tab in the web browser with all the information of the layer will open without the user having to exit the Map Composer interface. NOTE! The metadata of the original layer will remain the same even if you change the title or description of the layer in Layer Properties. However, if you are a registered user, by clicking the Map -> Save symbol you can save a particular display of the layers defined under Layer Properties, either to the existing map or by saving a new copy of the map Explore data layers To find the data layers stored in WFPGeoNode you can use the quick-link Explore Data at the bottom of the homepage, or the link Layer in the permanent tab section. It is also possible to Search for data layers using the search-field View data layers Figure 10: Layer Properties About tab Click on the title of the data layer to visualize the layer and access more detailed information. The interface (Figure 11) is very similar to the map interface, including the navigation toolbar and information about the owner

9 BASIC USER MODULE BASIC USER MODULE Figure 12: Create a map by starting with a search Figure 11: View data layer There is an additional tab in the tab section below the map for all the Attributes associated with the layer. In addition, on the right side the Legend is visible after a style has been associated with the layer; under the Maps using this Layer it is possible to quickly navigate to the maps where the layer is being applied; and by using Create a map the current layer will automatically appear in a map for continous map creation. 2. You can also use the permanent link Maps and click on the red button Create a New Map in the topright corner. No layer will appear automatically, instead you have to choose layer by clicking the button Add Layers -> Add layers (Figure 13a). Ensure My GeoServer WMS is selected in the drop-down box at the top of the panel, then select your layers and click Add Layers at the bottom (Figure 13b). When you have added all your selected layers click Done and your layer will appear in the map and as an overlay in the side panel. It is possible to extract the data of a vector layer in different file formats (KML, GeoJson, Excel, CSV or Zipped Shapefile) as well as the data of a raster layer (GeoTIFF, ArcGrid, KML, PNG or JPEG), by using the blue button Download Layer at the top right corner. This is useful in case you would like to send data, or need to use data offline with other GIS software such as QGIS or ArcGIS Create a map WFPGeoNode allows you to easily create a map using layers already saved into the platform. You can choose between two simple procedures to create a map this way: 1. Find the data layer you would like to use for the map either through a search or by clicking on Layers, and then use the red button Create a map (In Figure 12 the data layer containing humanitarian corridors in the Horn of Africa is selected). Your chosen layer will automatically appear in a new map and as an overlay in the side panel. Figure 13a: Add Layers symbol Figure 13.b Select and add layers 14 15

10 BASIC USER MODULE BASIC USER MODULE In Figure 14, the layer of humanitarian corridors in the Horn of Africa is visible. Another layer displaying the location of WFP warehouses has been added using the Add Layer function. As you can see in the top-right corner this map is not saved, and unless you sign in with a user account you will not be able to save it on WFPGeoNode. However you can save your map as a pdf file on your computer by using the Print button in the toolbar for map editing Explore documents WFPGeoNode allows users to upload documents and link these to existing layers or maps in order to connect additional relevant information. The permanent link Documents take you to the Explore Documents interface where all existing documents in the system can be found (Figure 16). Figure 16: Explore documents interface By clicking Print, a pop-up window will appear where you can set the zoom level, the paper-size and the resolution of the map. You can define a title for your map and provide additional information regarding the data included in the map. By clicking the Print button your map will be saved in your file system to be printed at your convenience (Figure 15). Figure 14: Unsaved map of HoA with print function marked Access the document to view more detailed information and navigate to its linked layers and maps (Figure 17). NOTE! If you are experiencing difficulties in saving your map as a pdf file in Windows Explorer ensure your security permissions in the browser are configured properly. Figure 15: Print preview for HoA map Figure 17: View document and find linked layers/maps 16 17

11 BASIC USER MODULE BASIC USER MODULE 2.3 Exercise: Basic User The purpose of the exercise is to practice two different ways of creating a map using already existing layers. The participant will practice using some basic functions, such as finding specific layers, navigating different routes and creating a simple map. The map will visualize the results of an analysis of cyclone trends in Myanmar, which was performed by counting the number of cyclones passing through certain townships in These types of historical trends are useful when trying to understand the likelihood of events as well as to identify the most disaster-prone areas. 3. Click on the green button Add Layers -> choose Add layers. Make sure the correct server is selected (My GeoServer WMS) and add all the four layers -> click Done (Figure 19). 4. All the layers should now be displayed on the map. Drag-and-drop the layers in the same order as they are mentioned above so that the map looks like Figure Experiment with the display of the layers by ticking the boxes of the titles to hide or show layers. The output of the exercise will consist of a map using already styled layers. In the next module, the participant will practice how to upload and style layers from the beginning Layers used Myanmar capitals Myanmar cyclone tracks Myanmar number of cyclones Myanmar Cloud Free Earth (1km) Figure 19: Add Myanmar layers Exercise 1. Ensure that all layers above are available on WFPGeoNode by performing a simple search in the Search-field (Figure 18). 2. Click on Maps -> click on Create a New Map. As you can see there are no layers in the Overlays section. Figure 18: Search for Myanmar layers Figure 20: Map of cyclone trends in Myanmar 18 19

12 BASIC USER MODULE BASIC USER MODULE Now try an alternative route of creating the map, with the starting point of a layer: 1. Type in Myanmar in the Search-field and click on the layer Myanmar Cloud Free Earth (1km) in the dropdown select box (Figure 21). 3. The Map Composer interface will appear with your layer already visible on the map (Figure 23). Under the Overlays section you will find your layer, and from here you can start adding the other three layers as described above. 2. Scroll down and click Create a Map on the right side (Figure 22). Figure 21: Search performed on Myanmar Figure 23: Myanmar Cloud Free Earth 1 km layer added 4. When you have added all layers, ensure all layer boxes are checked and that the display order is correct before clicking the Print button. Set an appropriate zoom level, resolution and paper size. Give you map the title Myanmar Historical Cyclone Trends and provide some explanatory comments before you click Print to save the map as a pdf file (Figure 24). Figure 22: Create a map from the layer view Figure 24: Print preview of Myanmar map 20 21

13 3.1 Module Objectives Upon completion of the Advanced User Module, the participant is expected to be able to: Understand how to manage user accounts, including set up, log in and creating profiles; Upload data layers and documents correctly; Understand and apply crucial practice for setting permissions, editing metadata and using naming conventions; Style layers appropriately in order to create explanatory appearances; Produce illustrative maps in WFPGeoNode; Edit data in layers and understand the consequences of such procedures; Identify his/her own information gaps when producing a GIS-product in WFPGeoNode. It is useful to update your profile once you are singed in, since the information you provide here can be of great added value for other users. It allows the WFPGeoNode community to view details on for example location, job position, and previous activities of a specific user. Since all layers and maps are closely associated with the user uploading or creating them, a comprehensive profile quickly allows you to understand the context in which they were created. Once you are signed in you can access your profile by clicking on your name in the top-right corner and using Profile (Figure 26). 3.2 Advanced Level The following sections explain how to manage a user account and profile; how to upload layers using correct file formats and procedures; how to style a layer using color symbolization by creating rules and conditions; and how to easily modify data directly in the layer. As in the previous module, the sections are focused on either a specific interface, or on specific functions Register a new account The WFPGeoNode platform supports an authorization system that gives you granular control over access of all uploaded and published information. Since most advanced features in WFPGeoNode are only open for registered users, a user account needs to be activated. To request a user account, send an to omep.gis@wfp.org where you explain how you intend to use WFPGeoNode. Once your request has been processed you will receive an with instructions on how to proceed with the registration. Figure 26: Profile drop-down box In the profile interface you can view detailed information about your user account, as well as manage Edit Profile Information, Account Settings and Change Password. All layers/maps/documents that have been uploaded and created by the specific user are visible in the content list under Resources (Figure 27) Sign in and create a profile As soon as your user account is activated you can log in to WFPGeoNode by using Sign in in the top-right corner on the homepage (Figure 25). Figure 27: Profile interface showing content created by the user Figure 25: Sign in drop-down box 22 23

14 Use Edit Profile Information to manage information on e.g. your organization, location, job description and contact details, and to upload your picture (Figure 28). Who can view and download this data? Anyone: allows anyone to access the data, including unregistered users. Any registered users: only users with a WFPGeoNode account can access data. Only users who can edit: limits access to users specified in below setting. Who can edit this data? Any registered users: allows any user to edit, replace or remove your data. Only the following users: limits editing rights to the users you specify (in addition to the owner of the layer/map). Who can manage and edit this data? Limits managing permissions to specified users. They become the only users able to set the permissions of the layer/map. The user uploading a layer is by default the owner of that layer with full managing permissions. To ensure correct permissions are selected, adjust them before uploading new layers or creating maps (Figure 29). You can change these settings later in the Layer View and Map View interfaces, by using the red Edit Layer/Edit Map button and Edit (Map) Permissions. Figure 29: Setting permissions Permissions Figure 28: Edit profile information Permissions determine who can view, download, edit and manage layers and maps. It is important to understand the differences between these settings since neglecting specifying permissions can result in giving unintentional access to layers/maps. The following settings are available: NOTE! Ensure permissions for editing reflect your intentions by selecting Only the following users if you do not want anyone else to be able to remove your data

15 3.2.4 Naming Conventions Before uploading layers to WFPGeoNode, you need to rename the files according to the common naming conventions. This practice ensures that just one comprehensive and easy to follow standard is respected throughout the system. In brief, the naming convention for baseline data is: iso3_class_description_(source)_(date yyyymmdd) Following this logic, a shapefile (comprising of four individual files) representing Indonesian administrative boundaries level 1, containing data originating from the government should be named: Upload data layers In WFPGeoNode it is possible to upload your own data to the system, allowing you to create raster and vector layers that can be shared or used to create maps. There are two main ways to start uploading data: On the Homepage by using Upload Data On the Explore Layers interface by using Upload Layers Following either of these procedures the Upload Layers interface will appear (Figure 30). idn_bnd_adm1_gov.shp idn_bnd_adm1_gov.shx idn_bnd_adm1_gov.dbf idn_bnd_adm1_gov.prj The part of the name with the description must not contain an underscore even if the description is more than one word. In addition, only lower case is allowed and the total length of the name cannot supersede 40 letters. Further detailed description of the files should instead be provided as metadata after the upload. The naming convention for static maps is: iso3_class_description_format_date Following this, a map containing security levels prefectures for Central African Republic in A3 landscape format which has been produced on 08 May 2014, should be named: CAF_SEC_PrefecturesSecurityLevel_A3L_ More in-depth information on naming conventions can be found in Annex 2. To request a list of the most recent naming conventions, contact omep.gis@wfp.org. NOTE! The naming conventions apply to data files such as Shapefiles and GeoTIFF, which is different from providing a title for the data layer. Data files need to be named correctly before being uploaded to WFPGeoNode, whereas the title of the data layer is provided as metadata after the layer is uploaded and can be modified multiple times. Figure 30: Upload layer interface NOTE! WFPGeoNode supports uploading of vector layers in Shapefile format (comprised of four files with the extensions:.shp,.prj,.shx,.dbf) and raster layers in GeoTIFF format. The system also supports optional pre-defined visulatization styles in SLD format for both layers formats, as well as pre-defined metadata in XML format for raster layers (see Annex 1 for online resources on how to create SLD files). To select the data you would like to upload, simply drag-and-drop your files onto the gray area, or use Browse and select the files from your file system. The files will appear below the drag-and-drop area, and the system will automatically specify the file format as Shapefiles or GeoTIFF (Figure 31). In case a required file is missing (for shapefiles) you will be requested to add the file before you can proceed uploading

16 NOTE! In case total size of the files you wish to upload is more than 50 MB the process can be very time consuming or even return errors in low bandwidth environments. For upload sizes larger than 50 MB, contact for assistance. Before starting the upload, the Permissions of the layer needs to be specified on the right side of the gray drag-and-drop area (see previous section for details on permissions). By clicking on Upload Files the process of uploading the files will start (Figure 32). After a successful upload, three options on how to continue managing the data will appear (Figure 33): Layer Info allows you to access the Layer View interface from which you can proceed editing the layer, including changing Permissions for your layer after upload. Edit Metadata takes you to an interface where detailed information on the layer should be provided. In the section below, this function will be explained in more detail. Manage styles allows you to select a predefined appearance for your layer amongst the styles already created. This is a complex function that should be reserved for administrators or very advanced users. Figure 33: After successful upload three options Metadata By providing additional information about the layer after it has been uploaded, you are able to specify the data and make the layer more accessible to other users. Providing metadata thereby helps contextualize layers and aims at increasing the overall user experience of the WFPGeoNode community. After a layer has been uploaded, or if you are in the Layer View interface, you can use Edit Metadata to start providing more information about your layer. Some fields are automatically filled in, but most are left empty for you to provide information (Figure 34). Figure 31: Four files have been selected for upload Figure 32: Upload in process Figure 34: Metadata interface information to be provided 28 29

17 Below are a few comments on different types of metadata that will greatly enhance the quality of your layer and help contextualize it for other users: Title: Provide an explanatory name for your layer. The name should not follow the naming conventions for data files but instead correctly reflect main aspects of the data. Start the title with a geographical specification (country, region, or Global ). Abstract: Provide a brief description for your layer. This text will appear together with your layer e.g. in the search results. Keywords region: Select one or more countries that the layer represents. Keywords: Specify keywords for your layer to appear in search results. Supplemental information: Specify what the attributes represent by giving a brief description to each attribute. This information is the only explanation other users will have to understand the attribute short names and therefore it is critical that a description is provided. The supplemental information will appear under your layer in the Layer View interface when you click Show/Hide. Attributes: Provide further descriptions of all the attribute short names or change the display order of the attributes. Click Update at the bottom to save and enter the Layer View interface Style a layer and create rules To display certain data attributes of a layer it is possible to modify the appearance of the layer, i.e. style the layer, in a variety of ways. This may include control over the colors of lines (e.g. roads) or areas (e.g. regions), as well as the display of labels (e.g. names of cities). It is also possible to use rules to support complex symbolization schemes based on database and scale conditions. Figure 35: Layer view default mode with different tools for editing styles Following any of the above procedures, a pop-up window will allow you to choose Style and set Rules (Figure 36). Here you can Add, Remove, Duplicate or Edit rules. Below are a few different ways to begin editing a style in WFPGeoNode: Directly after uploading a data layer by clicking on Layer Info to view the layer and then using the red button Edit Layer and Edit Styles. In the Layer View interface by using the red button Edit Layer and Edit Style, or directly on the Layer Styles palette symbol (Figure 35). In the Map Composer interface by using the palette symbol (Figure 35). Figure 36: Layer styles pop-up window set rules 30 31

18 To create a color scheme for the rule select it and use the Edit symbol. Another pop-up window will appear where you find three tabs called Basic, Labels and Advanced that contain options for defining the rule. Aspects of the rule that you set under one of the tabs are cumulative for the entire rule. This means that you can create a rule by setting the color in the Basic tab and then a database condition to control the display of that color in the Advanced tab. In the Basic tab it is possible to change the following styling options: Name of the rule Symbol to represent a feature and its size and rotation Color and opacity (transparency) of a feature Style, color, width and opacity of the line of the feature. In the Labels tab it is possible to do the following: Select a field to use as content for your labels Choose a font type, size and style for the Label Choose the color for the Label as well as the opacity Choose a halo (background color) including color, size, and opacity The user must know what the shortname of a particular attribute represent in order to set the label values. In Figure 38 the Label Feature box has been ticked and the Label values specified to whulocatio. In the example below, this shortname represents the names of the locations of the warehouses that needs to be displayed in the layer. Figure 37a shows the default style of the Basic tab. Figure 37b provides an example of how certain aspects of a rule can be changed, such as symbol, color and stroke. Figure 38: Labels tab - modified Figure 37a: Basic tab - default Figure 37b: Basic tab - modified QUICK TIPS! A description of what the attribute names represents can be found under the Information tab in the Layer View interface. The supplemental information that the owner of the dataset provided when editing the metadata, will appear when clicking Show/Hide

19 In the Advanced tab it is possible to do the following: Figure 40 shows the result of all the rules specified for the WFP Global Warehouses layer. Limit the visualization of what has been defined in the Basic and Label tabs in terms of minimum and maximum scale display Limit the visualization of what has been defined in the Basic and Label tabs in terms of one or more database conditions. It is also possible to set multiple groups of conditions. Figure 39 shows how the box Limit by condition has been ticked, allowing you to specify conditions for when aspects of the other two tabs should be displayed in the layer. In this example, the specified condition will result in only displaying WFP warehouses with latitude of above 10 in the layer. In order to limit the conditions of how the values are displayed the user must know what the name of a particular attribute represents. Moreover, the range of values that exists for that attribute also has to be known in order to create a meaningful display of the data (which will be visible in a legend). Figure 40: Map of WFP Global Warehouses with latitude of above 10 Multiple rules in the same layer can be used to create a visual distinction between different values or ranges of values. The different rules and the associated color schemes will be represented in a legend for an appealing visual reference. Use the Add symbol to create new rules, or Duplicate existing rules before editing. In Figure 41 another rule has been customized after duplicating the first rule in order to visualize warehouses with latitude of below 10 in red. In addition, the names of the rules in the Basic tab have been changed to better visualize the color scheme in the legend. Figure 39: Advanced tab - modified QUICK TIPS! To quickly find out the value of a feature you can use the Identify tool in the toolbar, and click on a feature. A box with all attributes and their associated values will appear for that specific feature. Alternatively, you can use the Query symbol in the Map Composer interface to view the entire attribute table of a specific layer, and all associated values. Figure 41: A second rule created for warehouses with latitude below

20 QUICK TIPS! To save time and ensure coherence between multiple rules, start editing just one rule by changing the features that you would like to apply to all the rules. Most often this could be e.g. the Stroke and the Label Features. Then Duplicate the rule amounting to the number of rules you would like to create for the layer, before you proceed customizing each rule. To create multiple styles use the Add button in the styles section. In the pop-up window a title for the style needs to be provided, as well as a short abstract explaining which aspects of the data are associated with the style (Figure 43) Style a raster layer For raster layers it is possible to define a rule for each range of values in the dataset. In the Map Composer interface click on the palette symbol Layer Style for the selected raster overlay. In the leftside panel under the section Color Map Entries you can set rules for displaying the data by selecting an entry and clicking Edit. Figure 42 provides an example of a classification created for the layer Indonesia DEM 90m. A first threshold has been defined at 100 meters and illustrated with black color, and a second threshold has been defined at 500 meters with white coloring. Figure 43: Create an additional style Proceed editing the rules for that particular style to visualize other aspects of the data. In the Map Composer view it is then possible to simply use the palette symbol to change the visualization of the dataset. In the example below an additional style has been created to visualize another set of data in the same layer containing regional specification of the warehouses (Figure 44) Figure 42: Styling a raster layer Manage different styles WFPGeoNode supports functions to create multiple styles in order to visualize several sets of attribute data in the same layer. Subsequently, it facilitates interactive presentations of layers and maps since it allows the user to easily switch between different ways of displaying interrelated data. Figure 44: Additional style created for the same layer 36 37

21 Modify data in a layer Depending on permissions, it is possible to edit data directly in a vector layer by modifying existing features. The layer needing editing has to be selected in the left-side panel in the Map Composer interface before the Edit and Modify buttons can be selected. You can then click on a specific point, line or polygon feature in the map, and a pop-up window with all attribute values will appear. After clicking Edit, all points defining the shape of the feature will become visible in the map. In the example below the point that needs modification is highlighted in blue (Figure 45). Lines and polygons have at least two or more points defining the shape of the feature, which will appear as squares in the map after you using Edit. The zoom helps to properly distinguish between the locations of the points. In the example below a line has been selected for editing in order to create an extension of a road leading to the airport (Figure 47). Figure 45: Modify data of a feature Figure 47: Modify data of a line Since a point feature only has one geographic reference simply drag-and-drop the symbol to the new location. The attribute values in the pop-up window needs editing before clicking Save. In the example below the blue square containing the point symbol has been moved to Niamey and the field specifying the name of the market has been changed to Niamey (Figure 46). The shape of the line is visible as white and transparent squares. It is possible to drag-and-drop these squares to different locations on the map in order to modify existing data. In Figure 48 the road extension is visible. Figure 48: Modified line Figure 46: Modify data of a point 38 39

22 In a similar way, the shape of the polygon is visible as white and transparent squares, which you can drag-and-drop to different locations on the map (Figure 49). Figure 49: Modify data of a polygon It is also possible to modify values of an attribute without changing the shape of the feature. In the example below the value of the attribute NTCLASS has been re-classified from Secondary to Primary and the attribute FCLASS from 3 to 2 (Figure 50). Because of the style of the layer the re-classified road automatically changes color to red after clicking Save. Figure 51: Create data for a point To generate data in the shape of lines or polygons to symbolize e.g. roads or flood-areas, click once at the starting location and double-click at the endpoint. A pop-up window will appear with empty fields for you to provide the attribute values. In Figure 52, a feature in the shape of a line representing a road has been created by clicking on several locations between two settlements. The value for the attribute field NTLCLASS has also been provided. Figure 50: Attribute fields - modified Create and remove data in a layer Figure 52: Create data for a line To generate new data directly in the layer, select the layer in the left-side panel in the Map Composer interface and use the Edit and Create buttons. If you wish to generate a point on the map simply doubleclick on the location and a feature window will appear with no associated values. The attribute values needs to be provided before clicking Save. In the example below the location of a new WFP warehouse has been double-clicked and the name of the location has been provided in the attribute table (Figure 51)

23 In Figure 53, a feature in the shape of a polygon representing an island has been created by clicking on several locations on the map. NOTE! By editing data in the Map Composer interface you are not just changing the appearance of all the maps using the layer, but more importantly you are editing the original dataset. If these changes are due to version updates of the layer, this should be noted in the metadata in order to avoid confusion for other users. In the Metadata interface, adjust settings for e.g. Date Type, Edition and Maintenance Frequency Upload documents and static maps For uploading documents the accepted file formats are doc, docx, xls, xlsx, pdf, ppt and zip files, which will appear as downloadable files. For uploading static maps the accepted file formats are jpg and png, which will appear as images. Figure 53: Create data for a polygon To upload a static map use the permanent link Maps --> Static Maps, then use the red button Upload Static Maps. Use Browse to find your map and provide detailed information about the map as required before clicking Save (Figure 55). To remove existing data, or newly generated data, use Edit and Modify in the toolbar and select the feature. In the pop-up window there is a Delete button that allows you to remove the feature completely from the layer after you confirm your choice (Figure 54). Figure 54: Delete a feature Figure 55: Upload static map 42 43

24 To upload a new document and link it with existing data use Upload Documents in the Explore Documents interface. Provide a title for the document, select the layer or map you wish to link it with (optional) and find your document by using Browse. Set Permissions for your document before you click Upload (Figure 56). After the upload it is important to contextualize the document by providing correct metadata. In the metadata interface, it is also possible to change or remove the linkage to other layers an maps in WFPGeoNode. 3.3 Exercise: Advanced User The purpose of the exercise is to create a map that can be used for geospatial identification of areas with the highest aggregated risk in the case of natural disasters occurring. The map will visualize the results of a multivariate analysis that combines frequency of natural shocks (cyclones, floods, and droughts), aggravating factors (degradation, land cover, and terrain slopes) and other vulnerability factors (such as high population densities, high poverty indices and food insecurity). Maps like these can contribute to a rapid identification of certain focus areas, and for example guide potential DRR-programs and resilience building. In this exercise the participant will combine skills acquired in the previous basic module with knowledge gained so far in the advanced module. The exercise will be more complex than the previous one since the participant will practice how to set rules and conditions for associated data. The exercise will result in an advanced map with the use of color schemes representing the outcome of the Multivariate Risk Analysis Layers used Indonesia Multivariate Risk Analysis for DRR Indonesia Settlements World Oceans and Seas Exercise Figure 56: Upload documents Remove and replace layers, maps and documents With favorable permissions, it is possible to remove or replace data, maps or documents by simply clicking on the selected item and using the red Edit (Layer/Map/Document) button. A drop-down box allows the user to remove/replace layers and documents, and to remove maps (Figure 57). When replacing a layer the user has to upload another set of data containing the same attribute structure as the old one. When removing a layer/map/document the user will be asked to confirm the selection before final removal is completed. 1. Start by finding the Exercise Data files for the first layer and re-name them according to the naming conventions. Consequently the files should be re-named as follows: idn_nhr_multiriskanalysis_wfp.shp idn_nhr_multiriskanalysis_wfp.shx idn_nhr_multiriskanalysis_wfp.prj idn_nhr_multiriskanalysis_wfp.dbf 2. Upload the first data layer into WFPGeoNode by using the quick link on the homepage Upload data to get to the Upload Layers interface. 3. Drag-and-drop the four shapefiles onto the gray rectangular area. When your screen looks like the image in Figure 58, click Upload files. Figure 57: Remove and replace layer Figure 58: Data files to be uploaded 44 45

25 4. Click Edit Metadata and fill in the following information in the empty field: Title: Indonesia Multivariate Risk Analysis for DRR 8. Change the Stroke in the Basic tab to Color: White, and Width: 0.1 before you click Save (Figure 61). 9. Select the rule again and click Duplicate, until you have five rules. Now you can start customizing the first rule by selecting it and clicking Edit. Abstract: The layer represents a Multivariate Risk Analysis performed for Indonesia that combines the frequency of Natural Shocks (cyclones, floods, and droughts), Aggravating factor (degradation, land cover, and terrain slopes) and others Vulnerability factors (high population densities; higher poverty indices; and food insecurity). Keywords region: Indonesia Keywords: Multivariate Risk Analysis, DRR Supplemental Information: F_A_reclas: Priority areas based on the multivariate risk analysis Attributes (Description): F_A_ reclas = Priority Area Figure 59: Edit metadata Figure 60:Palette symbol to edit rules Figure 61: Basic tab changes 10. Change the fill color and the name of the rule so it looks like Figure 62a. Then click the Advanced tab and tick the box Limit by condition. In the drop-down box choose the F_A_reclas where all the values are stored for each provinces level of priority. Change the settings so that the rule only applies to features where F_A_reclas has a value equal to 1 (Figure 62b). Only these features should be displayed in the layer after you click Save. When the Metadata has been filled in and looks like Figure 59 click Update at the bottom of the page to go to the Layer View interface. 5. Change permissions for the layer so that you later will be able to edit the data. Click on the red button Edit Layer -> Edit Permissions. Under Who can edit data, select Only the following user and type in your username. Save your changes. 6. You will now start to modify the appearance of the layer. A default style is used to visualize the data, which at this stage means that one single red rule is associated to all values stored in the layer. This style does not reveal any explanatory differences in the data. Therefore, to better visualize the data, you need to associate different colors to each value of a specific attribute by creating rules. Start by Zooming in on the most southern province by double-clicking on it. 7. Click on the palette symbol for Layer Styles to edit the rule of the layer. A pop-up window will display the default style (Figure 60). Select the rule Untitled 1 -> click Edit. Figure 62a: Customize name/color Figure 62b: Customize conditions 46 47

26 11. Edit the other four rules in the same manner so that your layer looks like the layer in Figure The layer will be styled so that the name of the settlements will only be visible at a certain scale. Zoom in on the southern province and click the palette symbol for Layer Styles. Select Untitled 1 and click Edit (Figure 65). Figure 65: Edit style for Indonesia Settlements 15. Under the Basic tab, un-check the Fill and the Stroke (Figure 66a). Under the Labels tab, tick the Label Features box, choose the correct Label values (NAME), and adjust the Halo settings (Figure 66b). Figure 63: The styled layer with colors representing priority areas 12. To save the layer as a map click Create a map to access the Map Composer interface. Use the Map button on the top-left side and click Save Map. To find your map easily during the exercise type in your name at the beginning of the title of the map followed by Indonesia Multivariate Risk Analysis for DRR. Provide the same abstract as for the metadata, and click Save a copy (Figure 64). 13. Upload the layer Indonesia Settlements by following the instructions above (step 1-5). In order to easily find your layer later, add your own name in the title followed by Indonesia Settlements when providing metadata. Figure 64: Provide title and abstract before saving Figure 66a: Basic tab - modified Figure 66b: Labels tab - modified 48 49

27 16. Under the Advanced tab, check the boxes for Limit by scale and Min scale limit. Adjust the scale and click Save (Figure 66c). The layer is now styled and ready to be used in your saved map. 19. You will now modify the data for one of the districts called Aceh Besar, resulting in an increase of the aggregated risk. To find the district, select the layer in the left-side panel and click Query to open the attribute table for the layer. Under the district column, find Aceh Besar and click on the name to localize the district on the map. You have to zoom out to find the district (Figure 68). Figure 66c: Advanced tab - modified 17. Return to your map and the Map Composer interface. To start adding the other two layers click on the green symbol to Add Layers -> select the layer World Oceans and Seas -> click Add Layer. Select your styled layer Indonesia Settlements -> click Add Layer -> click Done. All layers should now be visible on the map (Figure 67), and you can drag the layers up and down to change their order of display. 18. Zoom out and notice how the names of the settlements disappear from the map because of the scale conditions previously set. Figure 68: Localize a district with the Query tool 20. Zoom in on the district, select Edit symbol -> Modify and click on the district in the map. Select the value of the F_A_reclas attribute and click Edit -> change the value to 4 and click Save (Figure 69). Unselect the Edit symbol and the Query symbol by clicking on each. The district should now appear in yellow. Figure 67: Map composer interface for Indonesia Multivariate Risk Analysis for DRR Figure 69: Edit data directly in the layer 50 51

28 21. Click on the Print symbol to save the map as a pdf file. Adjust the settings in the popup window and click Print (Figure 70). 22. Upload your pdf file as a static map in WFPGeoNode by using the permanent link Maps -> Static maps. Click on the red button Upload Static Map. Use Browse to find your pdf file and provide detailed information about your map as follows so it looks like Figure 71 below. Click Save when you are done. Title: [Name] Indonesia Static Map Source: WFP Orientation: Landscape Page format: A4 Categories: Vulnerability Analysis Regions: Indonesia 23. Finally, find your map in the Explore Map interface and click on the title to view detailed information about your map and control that your map looks like the map in Figure 72. Figure 70: Adjust settings before printing Figure 72: Final map with associated layers and documents Figure 71: Provide detailed information about the static map 52 53