Spatial Manager- version 4.0 User Guide

Transcription

1 Exor Corporation Limited Spatial Manager- version 4.0 User Guide The Global Leader in Infrastructure Asset Management Copyright Exor Corporation Ltd, England, 2006 All rights reserved 1

2 This page intentionally blank Copyright Exor Corporation Ltd, England, 2006 All rights reserved 1

3 Quality Assurance Statement Document Details File: Spatial Manager v. 4.0 User Guide Manual Name: Spatial Manager User Guide Version: 1.0 Date of Issue: October 2006 File Name: SM40_User_Guide-mk.doc Prepared by: Pano Voudouris Reviewed by: Marc Kratzschmar Approved for issue by: Colin Stewart Product Manager: Marc Kratzschmar Document Version Control Revision Date By Chapter / Page Description Copyright Exor Corporation Ltd, England, 2006 All rights reserved 2

4 CONTENTS Quality Assurance Statement... 2 Introduction... 6 Notation and symbology... 6 How selections work in Spatial Manager... 7 Map Management Functionality... 7 Improved display of asset layers... 8 Integrated Gazetteer... 8 Advanced tools for editing datum layers... 8 Groups of Datum Elements Form... 8 Groups of Groups form... 9 Asset editing... 9 Street Gazetteer editing... 9 Spatial Data Manager and Spatial Manager Functionality Matrix... 9 ArcView terminology The Spatial Manager User Interface...13 Spatial Manager Toolbar Connecting to the database...15 Using the Table of Contents exor Groups tab Exor Extents Tab Searching for records using the Search/Add Dialog Using Spatial Manager Forms Forms Navigation Drop-down list fields Setting Preferences General Preferences Displaying network and asset data...36 Adding network layers to the map Adding the Nodes Layer to the map Adding Asset Layers to the map Adding Exor themes to the map Set Active Date Displaying Projected Data Retrieving information about your data Find Records Using the Query Dialog Select Exor Features tool Displaying Record Attributes Using the Identify tool Using the LRM Tool Using the Locate LRM Tool...46 Shape Properties tool Zoom to XY Editing Datum Network Elements Creating new datum elements Edit Tools Copy Trace Settings Defining the matching columns Attribute Transfer Using the Attribute Transfer Settings dialog window Using the Attribute Transfer Tool Copyright Exor Corporation Ltd, England, 2006 All rights reserved 3

5 Using the Attribute Transfer button Reshape Datum Element Reshape tool Snapping Merge Elements Merge button Replace Elements Replace button Recalibrate Element Recalibrate Element button Shared Reshape Close (End-date) Element Closing elements Split Element Split Element tool Split Element at Node tool Shift Asset Shifting assets along an element Undo Editing network node locations Close Nodes Transaction History Datum Elements Form Datum Elements form field definitions Snapping options dialog Snapping Preferences Editing Groups of Datum Elements Group of Datum Elements Form Group Panel Detail Attribute Tab Details Members Tab Details Additional Data Tab Details Groups of Datum elements toolbar Extending routes Creating new Groups of Datum Elements Splitting Linear Groups Merging Linear Groups Editing Groups of Groups Group of Groups form Group Panel Sub Groups Panel Attributes Tab Additional Data Tab Details Creating new Groups of Groups Closing a Group of Groups Reclassify Elements How Reclassify works Changing the Admin Unit Renaming an element Change the Start/End Nodes of an element Working With Network Extents Creating an extent from the selected network elements Creating partial extents Adding members to Network Extents Editing Asset Records Copyright Exor Corporation Ltd, England, 2006 All rights reserved 4

6 Asset Attributes form Creating new Assets How To create a new Asset Edit Asset Locations Relocating a point asset Relocating a continuous asset Creating off-network assets Editing off-network assets APPENDIX A- Flexible Attributes APPENDIX B- Additional Data APPENDIX C- Server-Side Dynamic Segmentation Copyright Exor Corporation Ltd, England, 2006 All rights reserved 5

7 CHAPTER 1 Introduction This chapter introduces this document and Spatial Manager, the Exor desktop GIS-based network and asset editing environment. It also discusses differences between Spatial Manager and Spatial Data Manager. It is divided into the following sections: Spatial Manager User Guide Introduction for Spatial Data Manager Users Spatial Manager (SM) is a client-server, network and asset editing application fully integrated with the Exor Spatial Services and Linear Referencing Engine modules. The client component of Spatial Manager has been developed based on ESRI ArcGIS 9.1 ArcMap application, utilizing the advanced graphic editing functionality and user interface that ArcMap offers. This document provides detailed instructions for using Spatial Manager, including many examples. It includes the following chapters which are based on typical Spatial Manager user tasks: This introduction The Spatial Manger User Interface Displaying Network and Asset Data Retrieving Information About Your Data Editing Datum Network Elements Editing Groups of Datum elements Editing Groups of Groups Working with Network Extents Editing Assets Notation and symbology Paragraphs that contain general information or tips to help you perform a task more easily will have an information icon next to them as shown. Paragraphs that contain important information on how to perform a task or things you need to look out for will be symbolized in blue, bold font with an exclamation mark icon next to them. Paragraphs that reference topics or functionality only available in other highways modules will be symbolized with a 'launchpad' icon. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 6

8 How selections work in Spatial Manager In ArcMap (and therefore Spatial Manager) there is no concept of an 'Active Theme'. When you use the Select Feature tool from the ArcMap tool bar, features from ALL 'Selectable' layers will be selected. By default all layers are selectable when they are added to the Spatial Manager TOC. If you want to select features from a single layer you must specify only this layer as 'selectable' by selecting Selection->Set Selectable layers from the ArcMap menu. Selecting features from a single layer only, is especially useful when creating Network Extents. For example, when creating a Network Extent from the selected set of datum elements, if both the datum and group layers are added to the map, then using the select tool will select both datum AND group elements. Setting the Group layer as 'unselectable' (unchecking the check-box next to the layer name in the Set Selectable layers dialog) will cause only features from the datum layer to be selected. Another way of to have the same effect is to make the layer 'invisible' by unchecking the check-box next to the layer name in the [Display] tab. Map Management Functionality Spatial Manager is an extension to ESRI ArcMap software which provides extensive desktop GIS functionality, including many tools to manage the way that information is displayed on maps in the on-screen map view and in printed map layouts. To find out more about this functionality see ArcMap documentation. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 7

9 Introduction For Spatial Data Manager Users Exor Leading the way in Infrastructure Asset Management Solutions Spatial Manager replicates much of the functionality of Spatial Data Manager 2.x and 3.x and provides many additional functions. One of the major differences between Spatial Data Manager and Spatial Manager is that Spatial Manager is a standalone application which incorporates network and asset editing functionality previously found only within form-based exor modules. Key advantages of Spatial Manager over Spatial Data Manager include: Improved display of asset layers Integrated gazetteer Advanced tools for editing datum layers Group of Datum Elements form Group of Groups form Asset editing National Street Gazetteer editing Improved display of asset layers Asset layers are now stored as persistent data in Oracle tables as Exor database server now provides routines for server-side dynamic segmentation Integrated Gazetteer Network Groups and Extents are displayed in a tree view next to your map at all times so you can navigate through your network with the click of a button. Advanced tools for editing datum layers A new set of tools dramatically improves the user experience. Examples include: Creating multiple new elements without the need to commit them individually Combined tool to Reshape/Replace/Recalibrate a datum element 'Sticky' tolerance tools. Enhanced Network Navigation Context-sensitive menus enable users to pan and zoom to any part of the network A Datum Elements form to update the attributes. Groups of Datum Elements Form Spatial Manager provides functionality to edit groups of datum elements directly through its interface. For example you can now create new groups or close existing groups, or even add members to groups by selecting them from your map, using Spatial Manager's Groups of Datum Elements form. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 8

10 Groups of Groups form You can now create new Groups of Groups or edit existing ones by using Spatial Manager's Groups of Groups form. Asset editing Create new assets by simple digitization along any route or datum element or Edit existing ones using the Assets form. Street Gazetteer editing Spatial Manager functionality has been used to provide an application designed to maintain NSG street network data. This is called Street Gazetteer Manager and is described in its own user documentation. Spatial Data Manager and Spatial Manager Functionality Matrix The table below provides compares user interface controls in Spatial Data Manager and Spatial Manager. Spatial Data Manager Spatial Manager GIS button in Launchpad N/A. Spatial Manager is a standalone application. Double-click on the ArcMap icon to startup. Use the [Connect] menu option to connect to the database Add Exor theme menu option Right-click on Asset Type from the tree view->display Layer Add Linear Group Right-click on Group type from the tree view->display Layer Create new element tool Click on Create new element button (free-hand tool) and then select the 'free-hand' tool Trace tool Click on Create new element button and then select the tracing tool Split tool Split Element tool Split at Measure button Split Element at Node tool Merge button Merge button Replace button Replace button Recalibrate button Recalibrate Element button Shift tool Shift tool Reshape Selected Reshape button. Then use the edit Element/Save Reshaped feature tool. You can also Replace, Element/Cancel Reshape Recalibrate and edit vertex points menu options from the Reshape dialog Add Control Point While in reshape mode, right-click on the shape and Select [Properties] Edit Control Point While in reshape mode, right-click on the shape and Select [Properties] Copyright Exor Corporation Ltd, England, 2006 All rights reserved 9

11 Network Edit Setting dialog Use the Snapping Preferences and Snapping Options dialogs Reverse Route menu option Right-click on the Route name in the Create network Extent/Create Partial Network Extent menu option Edit Network nodes buttons Undo Unsplit button Unmerge button Unreplace button Unclose button Display Distance Points Exor Groups tree Click on the Create Network Extent/Create Partial Extent buttons on the Network Extents tab Move Network Node button You can undo operations on the current date Undo button Undo button Undo button Undo button From the Display Tab, right-click on the layer name, and Select Properties. Then Select the [Hatching] tab. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 10

12 ArcView terminology This topic has been adapted from the ArcGIS on-line help. For more information about comparing ArcView GIS 3 and ArcGIS 9.x please refer to the ArcGIS 9.x documentation. The table below compares the terminology used to describe core ArcView GIS 3 and ArcGIS 9.x. ArcView 3.x ArcView 9.x Project Map document Theme Layer View, View frame Data frame/data View Table of contents Table of contents Layout Layout, Layout view Projection Coordinate system Hotlink Hyperlink Charts Graphs Avenue scripts Visual Basic for Applications (VBA) macros Select by Theme Select by Location SQL Select Select by Attributes Active theme Selectable layers (Each tool presents a list of layers to use.) AVL (legend file) Import symbology from layer file Feature table Recordset Spatial join Join by Location Legend Frame Insert Legend North Arrow Frame Insert North Arrow Table Frame Add table to layout (Table menu) Scale Bar Frame Insert Scale Bar Picture Frame Insert Picture DDE OLE Symbol window Symbol Selector Symbol files Styles Promote Selected Open Table for Selected Multiple layouts Multiple documents Database theme Geodatabase layer CAD Reader CAD layer Grid theme Raster layer Image theme Raster layer Image catalog Raster catalog TIN theme TIN layer Feature theme Feature layer Convert to Shapefile Data>Export Add theme Add data Extensions Extensions and toolbars Brightness theme (ArcView Transparency Spatial Analyst) Blurb/Callout tool Text Callout tool Add/Remove field Properties>Fields (ArcCatalog) or Table window (ArcMap) Copyright Exor Corporation Ltd, England, 2006 All rights reserved 11

13 Create index New shapefile Sort Summarize SQL Connect View (Avenue) Application (Avenue) Properties>Fields (ArcCatalog) New shapefile (ArcCatalog) Table window>column (rightclick)>sort Dissolve Wizard Add OLE DB Connection (ArcCatalog) FocusMap (VBA) Mxapplication (VBA) Copyright Exor Corporation Ltd, England, 2006 All rights reserved 12

14 CHAPTER 2 The Spatial Manager User Interface This chapter introduces provides an overview of the Spatial Data Manager user interface. It is divided into the following sections: Spatial Manager Toolbar Connecting To The Database Using the Table of Contents Searching For Records Using the Search/Add Tab Using Spatial Manager Forms Setting Preferences Spatial Manager Toolbar The Spatial Manager toolbar is displayed by right clicking at the area above themap and legend frames and selecting the Spatial Manager Toolbar from the drop-down list. Alternatively, you can display the toolbar by selecting [Tools]-> [Customize] from the main ArcMap menu. Figure 1 - Select the exor Spatial Manager toolbar from ArcMap Customize Dialog Copyright Exor Corporation Ltd, England, 2006 All rights reserved 13

15 Figure 2 Spatial Manager Toolbar The Spatial Manager dockable toolbar is displayed by right clicking at the area above the map and legend frames and selecting the Spatial Manager Toolbar from the drop-down list. Alternatively, you can display the toolbar by selecting [Tools] -> [Customize] from the main ArcMap menu. The Spatial Manager toolbar contains: Drop-down Exor Menu Drop-down Edit Tools Other Exor tools and buttons Drop-down Exor Menu Drop-down Exor Menu. The menu options are the shown in the table below. Connect/Reconnect Connects to the exor database. If already connected this option will change to Reconnect in case the connection has been dropped for any reason Edit Asset Locations Edit the location of the highlighted asset(s) Transaction History Displays a dialog containing a list of all transactions within the current ArcView session Preferences Displays the preferences dialog Snapping options dialog Displays the Snapping dialog Reclassify Elements Displays the Reclassify Form Remove Preferred LRM Removes the Group Type set as Preferred LRM Attribute Transfer Displays the Attribute Transfer settings Settings dialog Copy/Trace Settings Displays the Copy/Trace settings dialog Copyright Exor Corporation Ltd, England, 2006 All rights reserved 14

16 Help About Displays the Help file Displays the About Dialog Drop-down Edit Tool Drop-down Edit Tool. The menu options are the shown in the table below. Freehand Draw Trace Edit Feature TraceCopy Default. Manually digitize new shape Copies selected feature from another layer Realign selected feature by moving vertices Trace and copy attributes See the Edit Tools section for more information. Other Exor Tools and Buttons Next to the menu, there are a number of tools and buttons grouped by type of function. These are listed here along with the in the Section in which each is discussed. Tool or button Create New Element Merge Elements Split Element Split Element at Node Close Element Replace Element Recalibrate Element Shift Assets Along Element Reshape Element Shared Reshape Tool Move Network Node Close Node Create Asset Create Distance Break Undo Editing Operation Select Exor Features Identify LRM Tool Shape Properties Zoom to XY Set Active Date Attribute Transfer Tool Attribute Transfer Button User Guide Section Creating new datum elements Merge Elements Split Element Split Element at Node Closing elements Replace Elements Recalibrate Elements Shifting assets along an element Reshape Datum Element Shared Reshape Editing network node locations Close Nodes Creating new Assets Distance Breaks Undo Select Exor Features Using the Identify Tool Using the LRM Tool Shape properties tool Zoom to XY Set Active Date Attribute Transfer Attribute Transfer Connecting to the database Before you can use Spatial Manager you must to connect to the database. Clicking on the [Connect] button on the Spatial Manager menu will display the log on dialog box. The box will contain three entries: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 15

17 User name Password DB instance Figure 3-Login dialog Once the required information is entered, the S menu and toolbar will become available. The connection parameters can be saved as default using the check-box. When you connect, the Groups and Extents tabs will be populated. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 16

18 Using the Table of Contents Once connected to the database the Table of Contents to the left of the map view is used to manage data. Table of Contents or TOC functions are discussed in this section. exor Groups tab The [exor Groups] tab is added to the TOC frame in the left-hand side of the ArcMap window and shows a tree view of network and asset hierarchies defined in Exor Network and Asset metadata model. It also offers search facilities. The tree view can be considered as the Spatial Manager 'engine'. Most Spatial Manager functionality is available by right-clicking items in the tree view. The tree view is available only after the user is logged in. The image below shows the initial display of the [exor Groups] tab listing all the types of Exor spatial features that can be displayed. Figure 4 exor Groups tab initial view Search Tree area The Search Tree Area consists of a Search Entry box, and the [Search] button. Use the Search Entry box and the Search button to search through the tree view. Note that the tree view is created dynamically and therefore you can Copyright Exor Corporation Ltd, England, 2006 All rights reserved 17

19 only search for items that have already been added to the tree displayed. For example, typing 'ABC' in the text box and clicking the binoculars button will find any items in the tree containing OR starting with this string. Clicking the button again will find the next entry. Note: Wildcards are not allowed Sort button Click on this button to sort any child elements below the currently selected tree node. Note that the button will be disabled for the top tree nodes (Base Datum Types, Asset types, Linear Network types, Non-Linear Network types and Exor Themes) Groups Tree View The top level in the tree hierarchy lists five types of records: Base Datum Types Datum Layers defined in the Metamodel. Asset Types All the asset types and associated asset layers defined in the metadata model Linear Network Types Linear Groups of Datum elements and associated group layers Non-Linear Network Types Group of Groups and non-linear group hierarchies. Exor themes Any other theme type defined in the GIS Themes GIS0010 form To refresh the tree view, right-click on an empty area and select the [Refresh] menu option. Base Datum Types sub tree Clicking on the [+] sign next to the Base Datum type tree node will expand the tree to reveal a list of Datum Network types and the Datum Layers defined for each network type. For example, in the image shown below for the Network Type RR Section (ID: RR) there is a datum layer defined called CENTRE LINES. And for the MRWA DATUM (MDAT) there is a datum layer defined called MDAT SECTIONS. Datum network types with no spatial representation will not be shown in the tree view. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 18

20 If the Datum Layer is being displayed in the Data View a globe icon will be displayed next to the layer name. If the layer has not been added to the map view the globe icon will be displayed with a red 'x' To learn how to create new network types please refer to the Network Types NM0002 form Right-clicking on a Base Datum Layer name will display a context-sensitive menu with the following options: Menu options for Datum Layers Display Layer Remove Layer Add Network Nodes Query Layer Attributes Brief Description Displays the Datum Elements layer in the map view Removes the layer from the Data view tree Adds the associated Network Nodes layer for the selected datum type Displays the Query dialog Displays the Group of Datum Elements form for any datum elements currently selected from the Datum layer in the Data View. If no elements are selected a warning message will be displayed Linear Network Types Subtree Clicking on the [+] sign next to the Linear Network Types tree node will expand the tree to list the Linear Network Types and the corresponding Group Layers defined for each network type. Right-clicking on a Linear Network layer name will display a context-sensitive menu with the following options: Menu options for Group Layers Description Copyright Exor Corporation Ltd, England, 2006 All rights reserved 19

21 Display Layer Remove Layer Create New Group Search/Add Routes Add to Tree Remove All Zoom to All Query Layer Attributes Set As Preferred LRM Displays the Group layer in the map window Removes the layer from the Data view tree Will display the Group of Datum Elements form to create new Group Displays the Search dialog Adds any selected group features to the groups tree under the layer name labeled by the Label field in the GIS0010 Form-GIS Themes Removes all Groups currently added to the tree view Zooms to the extent of all groups that are currently added to the tree view Displays the Query Dialog Displays the Group of Datum Elements form for any groups currently selected from the Group layer in the Data View. If no groups are selected a warning message will be displayed. Will set the Preferred LRM in the database Figure 5 - Linear Group Types and Layers tree view If the Group Layer is being displayed in the Data View a globe icon will be displayed next to its name. If the layer has not been added the globe icon will be displayed with a red 'x' The Preferred LRM will be displayed in red when connected to the database if one is set. If a preferred LRM is set the LRM tool will display all asset locations against this LRM. To learn how to create new network types please refer to the Network Types NM0002 form Linear groups can be selected and added to the TOC Tree View. Groups of datum elements are displayed with a 'route icon' next to them Copyright Exor Corporation Ltd, England, 2006 All rights reserved 20

22 Right-clicking on the name of a group will display a context-sensitive menu with the following options: Menu options for Groups of Datum Elements Zoom Flash Select Show details Attributes Remove Group Locate LRM Tools Description Will Zoom to the extent of the route and will draw the route shape dynamically from the underlying datum elements. This shape will not be persistent and will disappear when the user next pans or zooms. The datum layer will need to be present. If not, a message will inform the user that the route cannot be created. The route layer need not be present. Will flash the shape of the group. This shape is not persistent and will disappear when the user next pans or zooms. Will select (highlight) the group shape Displays the attribute details for the selected group. Displays the Group of Datum Elements form for the group Removes the Group from the tree Pans and zooms to a user-specified location along the linear group This is a cascading menu, containing the following route management functions: Resequence Rescale Reverse Close Group Route Check Route Details Note that any route editing from this menu (e.g. Rescale or Reverse) will be committed to the database. If the Group is non-linear these options will be disabled. Clicking on the [+] sign next a route will list its member elements. Figure 6 Linear group tree view detail You can sort the list of member elements by Seq no, Unique name, SLK (Route offset) or Description by clicking on the relevant field name. Datum elements are displayed with a 'road icon next to them. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 21

23 Right-clicking on a Datum Element name will display a context-sensitive menu with the following options: Menu options for Datum elements Zoom Flash Select Show Details Attributes Tools Description Zooms to the extent of the currently selected datum element. This shape will not be persistent and will disappear when the user next pans or zooms. The datum layer must be present otherwise a message will inform the user. Flashes the currently selected datum element. This shape will not be persistent and will disappear when the user next pans or zooms. The datum layer must be present. If not, a message will inform the user. Selects the record Displays the attribute details for the selected datum element. Displays the Datum Element form for the datum elements currently selected in the Data View. If no elements are selected a warning message will be displayed. This is a cascading menu, containing the following functions: Local Rescale Close Membership Non-Linear Network Types Subtree Note that using these edit options will directly commit any changes to the database. The Non-Linear Network Types subtree contains all the Groups of Groups and non-linear Groups of Datum elements defined in the database. Clicking on the [+] sign next to the Non-Linear Network Types tree node will expand the tree and list the Network Types for Groups of Groups or Groups of Datum Elements as defined in the Network Metamodel. To learn how to create new group types please refer to the Group Types NM0004 form Click on the [+] sign next to a Network Type to reveal the group type and its member groups. In the image shown below, COUNTY (CNTY) is the Network Type, County (CNTY) the Group Type having as members the groups CU, AP, AT, etc. Figure 7 - Non linear Group tree view detail Copyright Exor Corporation Ltd, England, 2006 All rights reserved 22

24 Right-clicking on the group type will display a context-sensitive menu with the following options: Menu options for Non-Linear Group Types Display Layer Remove Layer Create New Group Search/Add Groups Add to Tree Query Layer Attributes Description Displays group layer on the map Removes the layer from the data view Displays the Group of Groups form to create a new Group Displays the search dialog window Adds any selected group features to the groups tree under the layer name labeled using the Label field defined in the GIS Themes GIS0010 form Displays the query dialog window Displays the Group of Groups form for any groups currently selected from the group layer in the data view. If no groups are selected a warning message will be displayed. Right-clicking on the name of a Group of Groups will display a contextsensitive menu with the following options: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 23

25 Menu options for Groups of Groups Highlight Group Description Pans and zooms to the group extent. Attributes Note that this function navigates down to the datum level through the network hierarchy. The time it will take for the function to complete, will depend on the number of member groups and the number of member datum elements for each group. Note also that the datum layer will need to be displayed in the Data View. Displays the Group of Groups form for the currently selected group. You can navigate through the groups of groups hierarchy down to the datum element level by expanding the tree further. Asset Types Subtree The subtree contains all the Asset types defined in the database. Clicking on the Asset types tree node will expand the tree to list all the Asset Types as defined in the asset metadata. To learn how to create new asset types please refer to the Asset Metamodel NM0410 form Copyright Exor Corporation Ltd, England, 2006 All rights reserved 24

26 Figure 8 - Asset Types and Layers tree view Click on an Asset Type to expand the tree to reveal the Asset Layers defined for the Asset Type. There are no menus defined for Asset Types. Right-clicking on the Asset Layer will display a context-sensitive menu with the following options: Menu options for Asset Layers Display Layer Remove Layer Query Layer Attributes Description Adds the Asset Layer to the Data View Removes the Asset layer from the Data View. Displays the Query Dialog Displays the Assets form for any assets currently selected from the layer in the Data View. If no assets are selected a warning message will be displayed. Exor Themes Subtree This subtree contains all non-network, non-asset type layers defined in the exor database e.g. Structures, Accidents, Defects, etc. The tree length will depend on the number of exor modules that are installed and you have roles for in your database. When clicking on the [+] sign next to the Exor themes tree node the name of the exor products you have installed will be displayed (e.g. 'Accidents Manager'). You can then expand the tree further to reveal the layers defined for each product. An example of the Exor Themes subtree is shown below: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 25

27 Right-clicking on the Layer name will display a context-sensitive menu with the following options: Menu options for Exor Themes Display Layer Remove Layer Description Adds the Layer to the Data View Removes the Layer from the Data View. Exor Extents Tab Like the [exor Groups] tab, the [exor Extents] tab is part of the TOC frame in the left-hand side of the application window. It is only available when the user is logged in and the initial view displays a tree with all the available Network Extents defined in the Exor database. There are there two buttons at the bottom of the tab: [Create New Extent] and [Create Partial Extent]. An example of the Extents Tab is shown below. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 26

28 Figure 9-The exor Extents Tab Right-clicking on a Network Extent name displays a context-sensitive menu with the following options: Menu options Description for Network Extents Zoom Zooms to the Minimum Bounding Rectangle (MBR) of the extent Flash Flashes the MBR of the extent Add Members... Adds the currently selected datum elements or groups to the extent Remove Removes the Extent and all its members Click on the [+] sign next to the extent's name to reveal the datum elements or Groups it consists of. Clicking on the [+] sign next to a Datum element will display the following information: Network Type Total Length of Element Copyright Exor Corporation Ltd, England, 2006 All rights reserved 27

29 Begin M & End M: The Begin and End measures of the Datum Element belonging to the Network Extent. If the datum element or LRM is 'wholly' contained with the extent the end measure will always be the same as the Length value. If only a part of the datum element or LRM is contained within the Network Extent (partial extents) the Begin and End M values will reflect the 'chunk' of the element that is contained within the Extent. An example is shown in the figure below. Right-clicking on a Datum Element Name displays a context-sensitive menu with the following options: Menu options for Datum Elements Zoom Flash Select Remove Show Details Description Zooms to the extent of the currently selected datum element. This shape will not be persistent and will disappear when the user next pans or zooms. The datum layer must be present. If not, a message will inform the user. Flashes the currently selected datum element. This shape will not be persistent and will disappear when the user next pans or zooms. The datum layer must be present. If not, a message will inform the user. Selects (highlights) the datum Removes the currently selected datum element from the Network Extent (if it is not contained within a parent group) Displays the attribute details for the selected datum element. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 28

30 Right-clicking on a Datum Element Name displays a context-sensitive menu with the following options: Menu options for Groups of Datum Elements Zoom Flash Select Remove Show Details Locate LRM Description Zooms to the extent of the route and will draw the route shape dynamically from the underlying datum elements. This shape will not be persistent and will disappear when the user next pans or zooms. The datum layer will need to be present. If not, a message will inform the user that the route cannot be created. The route layer need not be present. Flashes the shape of the group. This shape is not persistent and will disappear when the user next pans or zooms. Selects (highlights) the Group Removes the currently selected group from the Network Extent Displays the attribute details for the selected datum element. Pans and zooms to a user-specified location along the linear group Searching for records using the Search/Add Dialog You can use the Search/Add dialog window to search for Groups of Datum elements and add them to the tree view. Open the Search/Add Dialog window by right clicking on the Network Type (Group Layer) that it belongs to. You can use the Simple Search tab to search for a group based on a single attribute or the Advanced Tab for searching based on multiple attributes. Figure 10-Simple Search Tab Copyright Exor Corporation Ltd, England, 2006 All rights reserved 29

31 To search for a group based on a single attribute: Select the column you want to search on from the [Search Column] drop-down list. The list will display all the attributes for the group as defined in the Network Metamodel. Type in the value in the [Search String] text box. (You can use the % character as a wildcard e.g. %Street%. Remember that the search is case-sensitive.) Click on the [Query] button. This will retrieve all the groups satisfying the query and display them in the data grid. Click on any of the Groups listed to select it. Keep pressing the [Shift] button while clicking to select a range of groups. Press [Ctrl] and click to make multiple selections. Click on the [Add] button to add the selected groups to the tree view. You can click on the [Zoom] button to zoom to the selected groups. The Show SQL button will display a window with the current SQL clause as shown in the example below: Remember that adding records to the tree view does not mean that they will automatically be displayed on the map. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 30

32 Figure 11-Advanced Search Tab The Advanced Search Tab enables you to search for groups based on multiple attributes. The top paned will display a list of all flexible attributes for the specified groups as defined in the Network Metamodel. derived from a domain will be displayed as drop-down lists.. Attributes To search based on multiple attributes type in the value(s) you want to search for and press the [Query] button to retrieve all the groups satisfying the selection criteria. You can then click on any of the Groups listed to select it. Keep pressing the [Shift] button while clicking to select a range of groups. Press [Ctrl] and click to make multiple selections. Click on the [Add] button to add the selected groups in the tree view under the layer name labeled by the Label field in the GIS Themes GIS0010 form. You can click on the [Zoom] button to zoom to the selected groups. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 31

33 Using Spatial Manager Forms Spatial Manager provides a number of forms for editing your network and asset data. Create new Datum Elements form Datum Elements form Group of Datum Elements form Group of Groups form Assets form These forms share some common characteristics. Each form is comprised of a number of text and list-box fields that can contain data. These fields: Can be 'display only' or 'updateable'. Can display a list of values (drop-down lists) May contain default values. May validate the format and content of data entered Each of these forms is divided into two frames. The top frame contains the standard attributes for the selected network or asset object and the bottom frame contains user-defined flexible attributes. Forms Navigation To set the focus in a particular field either click in the field with the mouse or use the <Tab> button. When using the <Tab> button you will have to press <Enter> before you start typing in the field. To move to the next field when in the flexible attributes frame use the up or down arrows. Drop-down list fields These fields will contain a list of predefined values (e.g. Admin Units, Domains, etc). There are three ways to select a value from the list: Start typing it in and the list will display the first available value. Press <Enter> to display the description for the value if one exists. OR Click on the down-arrow in the right-hand side of the list to display the dropdown list Copyright Exor Corporation Ltd, England, 2006 All rights reserved 32

34 OR Click on the button on the left hand side to display a separate 'Find' dialog to search for a value using wildcards To select a value, highlight it in the list and click on the [OK] button. To search for a value type it in the Find text box and then click on the 'Binoculars' button. You can also use wildcards. For example, typing 'High%' will return all values starting with this string as shown in the screenshot above. Note that you can search on either the 'Code' or the 'Meaning' fields. When a flexible attribute value is derived from an auto-inclusion you can either type in the value in or use the button. No drop-down list will be displayed. If you type in an incorrect entry an error message will be displayed like the one shown below: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 33

35 Setting Preferences You can open the [Preferences] dialog window from exor Menu->Preferences. Use this dialog window to change various application options. It is divided into four tabs: General Snapping Logging Live Update Snapping preferences are described in the Snapping Preferences section. Live Update is not used in this version. General Preferences Figure 12-General Preferences tab Mandatory Field Color Controls the background color of mandatory attributes in the different dialogs. Edit Layer Color Controls the color the temporary layer will be displayed in during the Create New Element, Reshape, Shared Reshape and Move Nodes functions Copyright Exor Corporation Ltd, England, 2006 All rights reserved 34

36 Highlight Color Controls the color network elements will be displayed when you zoom to them from the Groups Tree Zoom Buffer This is the additional extent that the map will zoom to when selecting the Zoom functions from the Groups or Extents Tab. A Zoom Buffer of 0% will cause the map to zoom at exactly the geometry's extent. A Zoom Buffer of 100% will cause the map to zoom to an extent double the size of the geometry. Logging Preferences Figure 13-Logging tab Using this tab you can enable error logging and set the path and filename of the error log. By default the error log file is named SpatialManager.err and is located under the <Spatial Manager_install_folder>\Logs folder. For support purposes it is strongly recommended to always have error logging enabled. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 35

37 CHAPTER 3 Displaying network and asset data This chapter discusses the map display of asset and network records in Spatial Manager. It is divided into the following sections: Adding network layers to the map Adding the Nodes Layer to the map Adding Asset Layers to the map Adding Exor themes to the map Set Active Date Displaying Projected Data Copyright Exor Corporation Ltd, England, 2006 All rights reserved 36

38 Adding network layers to the map To add a network layer to the map (this applies to datum, linear and nonlinear network layers): Right-click on the layer name in the tree view to bring the context menu Select Display Layer The layer will be added to the map. The following naming conventions are used: Linear Group Layers: [V]_NM_NLT_<NW_TYPE>_<GRP_TYPE>_SDO[_DT] Non-linear Group Layers: [V]_NM_NAT_<NW_TYPE>_<GRP_TYPE>_SDO[_DT] Adding the Nodes Layer to the map The node layer contains the spatial representation of all the start and end nodes for a specified datum network type. To display the network nodes for a datum layer: From the [exor Groups] tab, select the [Base Datum Types] node and click the [+] icon to expand the tree. Right-click on the layer name Select [Add Network Nodes] option from the popup menu The nodes layer will be added to your map. Adding Asset Layers to the map Select the [Asset Types] node from the [exor Groups] tab and click the [+] icon to expand the tree. All available Asset types defined in the system will be listed. If you have the required privileges for the Asset Type a [+] sign will be displayed next to the Asset name. Click on the [+] sign to reveal the spatial layer defined for this asset type. Right-click on the layer name and click the [Display Layer] option. The asset layer will be displayed in your map. Adding Exor themes to the map An 'Exor theme' is defined as a non-network, non asset types defined in the exor database i.e. Defects, PEM, Structures, Accidents etc. You can only display Exor themes as read-only layers in Spatial Manager. There are no tools or forms to edit records for exor themes. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 37

39 To display an exor theme: Click on the [Exor Themes] in the Groups Tree view and click the [+] icon to expand the tree. Click the [+] again on the Product you require (e.g. Maintenance Manager, Accidents Manager, etc) to reveal the available layers for the product. Note that only Exor Products for which you have roles will be displayed. Click on the layer to select it. Right-click and select [Display Layer] from the popup menu. The layer will be drawn in the map window. Set Active Date Figure 14 - Setting the Active Date All features are shown on the map as they were or will be on the selected active date. The default active date is the current date. You can use the inbuilt calendar from the Spatial Manager toolbar to select different dates to view the database. The Calendar will always indicate the selected Active Date. Displaying Projected Data If the active date is not the current date all network editing tools except the undo button will be disabled. Both the Groups and Extents tab in the TOC frame will reflect the effective date e.g. a group will only be displayed in the Groups tree if it has been created on or after the effective date. Spatial Manager will normally display layers in the same coordinate reference system as they are maintained in the Exor database. You can view data in other projections in order to view it together with other spatial data or so that you do not have to use degree measures for data stored in geographic coordinate reference systems. There are two ways to change the projection used by the map window. One is to add a first spatial layer to the map that has an established projection. The Spatial Manager data frame will automatically be set to the coordinate reference system of the first data set that is added. This will establish the coordinates and map units. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 38

40 The other is to use the projection tab in the Data Frame Properties form to select a Coordinate System. Figure?? The Coordinate System tab in the Data Frame Properties form Select [Data Frame Properties] from the [View] Menu to open the Data Frame Properties form. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 39

41 CHAPTER 4 Retrieving information about your data This chapter describes ways to use Spatial Manager to interact with and get information about the data in the Exor database. It consists of the following sections: Find Records Using the Query Dialog Seeing Record Atrributes Using the Identify Tool Using the LRM Tool Using the Locate LRM Tool Shape Properties Tool Zoom to XY Copyright Exor Corporation Ltd, England, 2006 All rights reserved 40

42 Find Records Using the Query Dialog Figure 15-Query Layer dialog window The Query Layer dialog window enables users to query any Exor asset, network, or background layers from Spatial Manager. The Spatial Manager Query function is an alternative to the default ArcMap 'Select By Attributes' function. The Query dialog is accessible in the context-menus for Datum, Group and Asset layers. Generally, the functionality required is for a user to be able to search a spatial layer by multiple attributes have the result highlighted and zoom the map to the extent of the result set. The dialog displays all the flexible attributes in their corresponding userdefined names as defined in the inventory and network metadata models. To Query the attributes of a layer: Right-click on the layer name in the Groups Tree and select [Query Layer]. The Query Layer dialog will display. Enter the values you want to search on. Click on the [Query] button. Spatial Manager will pan and zoom to the extent of the features satisfying the criteria entered. If no features are found the following message will be displayed: Select Exor Features tool Figure 16 Select Exor Features tool Copyright Exor Corporation Ltd, England, 2006 All rights reserved 41

43 Displaying Record Attributes The Select Exor Features tool has been added to Spatial Manager to enable users to select and zoom to records like streets that consist of more than one spatial feature, including non linear network elements. This provides way to display an entire street or other without having to do a query, which might difficult as there are no attributes on the street that indicate what street its on. To use the tool first select a layer from exor Groups tree. Then click on the Select Exor Features tool. The tool will not work for any other layer, and will allow you to select features only from the selected layer. If the selected layer is a group layer then the tool selects all the members of the group that the selected features belong to. If you select a single route, then the function works on the parent. When the tool is deactivated then the layer's previous selectable state is restored. You can select features with the tool either by clicking on the feature or dragging a rectangle, in which cased the tool will select all the features within the area of the rectangle. If you have the shift key pressed then the tool will append the new selection to the existing one, and not create a new selection. If you have Ctrl Key pressed then the tool will zoom to the selected features. The Exor Select Features tool behaves differently for different record types: Datum Network Elements Assets Linear Groups Non Linear Groups Datum network elements If the selected record is Base Datum Types then the Exor Select Features tool will select ALL the features that belong to the network Assets If the selected record is if an Asset Type selected then the Exor Select Features tool will select only the assets of that type that are clicked on or are within the dragged rectangle (as long as the layer is set to be visible). Linear Network Types (Linear Groups) If the selected record is a Linear Group Type record then the Exor Select Features tool will select all of the members that belong to the selected group. Non Linear Network Types (Non Linear Groups) If the selected record is a Non Linear Group Type record then the Exor Select Features tool will select all of the members that belong to the selected group. You can open a form showing the attributes of one or more selected records by right-clicking on the layer name for the record in the Table of Contents and selecting the [Attributes] option from the popup menu (as long as at least one Copyright Exor Corporation Ltd, England, 2006 All rights reserved 42

44 Figure 17 Foreign table attributes form Exor Leading the way in Infrastructure Asset Management Solutions network element or asset has been selected in the map). Depending on the type of layer you select you can display the attributes form for: Datums (see the Datum Elements Form topic) Groups of Datum Elements (see the Group of Datum Elements Form topic) Groups of Groups (see the Group of Groups form topic) Assets (see the Asset Attributes form topic) If an asset type has been defined as a Foreign Table (i.e. it is based on data from an external database), the [Attributes] option for this asset type will display a read-only view of the attributes for the foreign table asset. An example is shown below: Notes on Foreign Tables 'Foreign Table' is the term given to an Asset Type in the Exor metadata model which points to data held in a third-party application and not data which is held within the Exor database. The third-party application may be another Oracle Database or any other Application which Oracle can access though such means as an ODBC link. 'Foreign Data' may be integrated with other data held within the Exor database or even data held in another 3rd Party system, with the Exor system acting as a central Hub. For more information on Foreign Table assets please refer to the Asset Manager User Guide Using the Identify tool Figure 18 Identify tool Copyright Exor Corporation Ltd, England, 2006 All rights reserved 43

45 The Spatial Manager identify tool is accessible on the Spatial Manager toolbar. (It is not the same as the ArcMap Identify Tool which is on the ArcMap Tools toolbar.) To use it, click on the tool and then select one or more network elements or assets and the identify window will open. The identify tool window will display attribute information for all network or asset layers. Using the LRM Tool Figure 19 LRM Tool button Figure 20 -LRM Window The LRM tool enables you to click on a datum element or a linear group shape, and retrieve the offsets at that location defined in the different LRMs used. The LRM tool window displays the LRM locations using a tree structure. An example is shown in the illustration below: Note that a Preferred LRM must be set to display the Assets Right-clicking on the offset value will display the following options in the context-sensitive menu: Flash Location Draw Graphic Label Location This will flash the location This will draw a green diamond on the location This will create a callout to display information Copyright Exor Corporation Ltd, England, 2006 All rights reserved 44

46 about the route or asset along that location. Figure 37 displays the callouts created for a datum and asset offsets Copyright Exor Corporation Ltd, England, 2006 All rights reserved 45

47 Figure 21 - Labeling LRM locations Using the Locate LRM Tool Figure 22 -Locate LRM dialog This is the reverse functionality of the LRM tool and enables you to zoom to part of a route. The option is accessible from the context-sensitive menu for Linear Groups. To display the Locate LRM dialog: Make sure that the route you are interested in has been added to the Groups Tree in the Table of Contents Select the route you are interested in from the Groups Tree Right-click and select [Locate LRM]. The Locate LRM dialog will be displayed. Type the [From] and [To] values along the route you want to zoom to and click on the [Find] button The data grid in the lower panel will display the Route Name, Min and Max Measure values of the route and the 'From' and 'To' measure values you Copyright Exor Corporation Ltd, England, 2006 All rights reserved 46

48 entered. Highlight the route and right-click on it. A drop-down menu will display with the following options: Flash Route Zoom to Route Will flash the selected datum or Group Will zoom to the extent of the selected datum or Group Shape Properties tool Figure 23-Shape Properties dialog The shape properties tool provides you with a visual representation of the vertices of a datum element, group or asset shape. To view the vertices of a shape: Click on the Shape Properties tool Click in the map (Data View) to select the shape The Shape Properties dialog will be displayed The left panel of the dialog displays the number of parts in the shape. The right panel will list the X, Y and M coordinates of each of the shape s vertices. Click inside the left panel and use the up and down arrows to loop through the vertices of the shape. A green rectangle will appear along the shape representing the selected vertex. Zoom to XY Use the [Zoom to XY] tool to center the Spatial Manager map on a Figure 24-Zoom to XY Dialog geographic coordinate. Click on the [Zoom to XY] button and a dialog window will be displayed containing two text boxes for the X and Y coordinates to be entered. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 47

49 Figure 25-Zoom to XY Dialog with Markers The values will default to the current map center. Click the [OK] button, to pan to the input coordinates at the current scale. You can also add markers at the current coordinates by clicking on the [Add Marker] check-box. This will expand the dialog and will display a list with some additional buttons to manage your markers. You can use markers to pinpoint a point of interest or use them to digitize a new datum between two known locations. The Marker names will default to 'MARK<xxx>' where 'XXX' is a sequential number starting from 1. To rename the marker either click once to select it and then click again to edit it, or click both mouse buttons at the same time. A number of tools buttons to the right of the list of markers are described below. Zoom to Selected Marker The map window will pan the location of the map to the selected marker. You can also zoom to the selected marker by double-clicking on it. Zoom to All Markers Will pan and zoom to the extent specified by all markers in the list Delete Selected Marker Will remove the selected marker(s) from the list and the map Delete All Markers Will remove all markers from the list and the map Copyright Exor Corporation Ltd, England, 2006 All rights reserved 48

50 Copyright Exor Corporation Ltd, England, 2006 All rights reserved 49

51 CHAPTER 5 Editing Datum Network Elements This chapter discusses the editing of datum network elements using Spatial Manager. It is divided into the following sections: Creating new datum elements Edit Tools Copy Trace Settings Attribute Transfer Reshape Datum Element Merge Elements Replace Elements Recalibrate Element Shared Reshape Close (End-date) Element Edit measures on vertices Split Element Shift Asset Shifting assets along an element Undo Edit Editing network node locations Close Nodes Transaction History Datum Elements Form Snapping options dialog Snapping Preferences Copyright Exor Corporation Ltd, England, 2006 All rights reserved 50

52 Creating new datum elements To create a new datum element, select the Datum Element Type in the Table of Contents and click on the [Create New Element] button in the Spatial Manager toolbar. This will cause the Create New Element dialog to be displayed. You can now use various Edit tools to create the new element. Note that the Create New dialog will be automatically minimized while digitizing the new datum. If you are using the free-hand draw tool to digitize the element you can press <Ctrl> when you double-click to finish digitization and restore the Create New dialog window. At this stage the Groups and Extents tabs will be locked. Clicking on the create New Feature button will create a temporary shapefile called exor_edit_layer.shp in the user's $TEMP folder. The shapefile will be used to store the new features geometries until the user commits the changes. If you want the new element to be snapped to existing datum elements or other layers on the map you can set the Snapping Environment. You can set the Snapping Tolerance using the Preferences dialog. Network Elements can only be snapped to start or end nodes of elements that share the same node type. If the new datum element intersects an existing one, the system will detect this and will ask you whether you want to continue: Use any standard ArcGIS editing functionality when creating a new element: For example, you can either digitize the element free-hand or copy (trace) it from selected features on a different or the same layer. Any linear layer can be used for tracing whether it s a shapefile, Arc/INFO coverage or ArcSDE feature table. Note that Spatial Manager does not allow the creation of multi-part datum elements Once you complete digitizing the new element, the Create New Elements dialog will be populated. If the datum element has snapped to an existing node, the NODE_ID will be highlighted in red in the Create New Datum form. You can digitize more than one element at a time. All newly digitized elements will be displayed in the left data grid as shown below. Clicking with the mouse on one of these elements will flash the corresponding shape on the map. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 51

53 Figure 26 - Create New Datum Element Form To assign the newly digitized feature to an existing record you can check the [Assign to existing element] check box and then click on the Search button, to display a list of all network datum elements that do not have a spatial representation. The right-hand side of the dialog consists of two frames. The top frame will contain all the standard attributes to create the logical element. Mandatory ones are listed below: Admin Unit Listbox containing the allowed Admin Units for the Network Type Description Enter the description of the new datum element here Start Date This field will default to today s date. Click on the down arrow next to the field to display the popup calendar that can be used to select an alternative date. Figure 27 - Calendar pop-up Copyright Exor Corporation Ltd, England, 2006 All rights reserved 52

54 Length This field will default to the map length of the digitized element. If the layer is projected the map length converted in distance units You can edit this value to the measured length if different from the map length. These attributes will need to be populated by the user, as they are mandatory. Mandatory attributes are highlighted in a different color. The mandatory color can be changed from the Preferences dialog. Node panel This panel will display the start and end node Ids and coordinated for the new element. This panel is read-only. To change the start or end node of an element after commit you will need to use the Reclassify form Flexible attributes panel The bottom frame will be populated automatically with the flexible attributes depending on the network type. The Flexible Attributes panel will also display any Primary Additional Attributes that have been defined. Primary additional attributes will be displayed in the [Flexible Attributes] tab in the forms with a (+) sign in front of the attribute name. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. Additional Data Tab Details Supplementary information relating to a Network Element may be added or maintained using the Additional Data Tab. Additional Data may include such information as Traffic Sensitivity on a Street or any Reinstatement Designations which may apply to a section of Network. The Additional Data Tab holds information for any non-primary additional attributes that have been defined for the current network type. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. If more than one type of Additional Data has been defined for a Network / Group Type, the data is displayed in the Display Order defined within the AD Types - NM0700 module. Figure 28-Additional Attributes tab for Datum Elements Copyright Exor Corporation Ltd, England, 2006 All rights reserved 53

55 Figure 29-Additional Attributes tab for Datum Elements To add a new Item of Additional Data, select the additional data type, rightclick and select 'Append' or press Shift+Insert. A new record will be created in a tree-like view named <AssetType><REC#>. Note that only one AD Item of a particular Type may be created if the single allowed flag has been checked for the Network / Group Type and AD Type combination in the AD Types - NM0700 module. To remove an existing AD item, select it and right-click and select 'Delete' from the menu. Alternatively press Alt+Bksp Delete button Pressing this button will delete the currently selected datum in the data grid Commit Will commit the new datum(s) in the database. If an error occurs a message box will display the error. Cancel Will cancel the operation Help Will display the help file for the Create new Datum topic Edit Tools You can use four different editing tools to create new datum elements: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 54

56 Free-hand draw Trace Edit vertex Trace/Copy tool Free-hand draw Exor Leading the way in Infrastructure Asset Management Solutions Select the free-hand tool (this is the default tool when creating a new datum element) Click on the map to digitize the feature's vertices. When finished, double-click on the last vertex or right-click anywhere on the map and click Finish Sketch. You can press <Ctrl> when doubleclicking to automatically restore the Create New dialog window. The datum geometry is created on your map. Tips If you want to snap to an existing datum element open the Snapping dialog (exor menu -> Snapping...) and make sure you the [Ends] check-box is selected for the datum layer (top panel). If an existing node is found, its ID will be highlighted in red in the Create new Datum Element form. When snapping is on, always make sure that the element has snapped to the correct node by checking the red-highlighted node id. If you want to create more that one datum elements which will be connected open the Snapping dialog (exor menu -> Snapping...) and make sure you the [Ends] check-box is selected for the exor_edit_layer layer (bottom panel) Trace tool Select the features that you want to trace. Click here for more information on How selections work in Spatial Manager Click the tool palette drop-down arrow and click the Trace tool. Click to start tracing. Click to stop tracing. When you are finished tracing, you can double-click to finish the sketch. Tips You can Press the O key to set an offset value. Type an offset value and press the Enter key. Setting an offset value is optional. If you want to trace directly on top of existing features, enter a value of 0. If you traced too far or have traced the wrong direction, move the mouse backwards over what you have traced. If you have clicked to stop the trace, click Undo to remove all vertices added during the trace. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 55

57 Edit feature tool You can use this tool after you digitized or traced a new datum element to realign it by moving its vertices or the whole shape. To move a vertex: Click on the Edit Feature tool. The vertices will appear on the new shape. Move the mouse over a vertex and click and drag it to a new position. To add a vertex: Move the pointer to where you want the vertex added and right-click Select [Insert Vertex]. A vertex is added to the sketch. When you are finished modifying the line, right-click over any part of the sketch and click [Finish Sketch]. To remove a vertex: Position the pointer over the vertex you want to delete until the pointer changes. Right-click and click [Delete Vertex]. The vertex is deleted from the edit sketch. Right-click over any part of the sketch and click Finish Sketch. Copy/trace tool Note: Before you use the Copy/Trace tool you need to define the Copy Trace Settings Click the tool palette drop-down arrow and select the Copy/Trace tool. Click to select the feature to trace along. If your datum network type has an auto-included parent and the parent group does not exist, Spatial Manager will prompt you to create the Group. The Group form will display and will be automatically populated from the attributes of the tracing layer as defined in Copy Trace Settings Click again on the feature and start tracing the new datum. Press F2 to stop tracing The Datum Elements form will display. The form will be populated from the attributes of the tracing layer as defined in Copy Trace Settings Fill in any other attributes as required and press [Save] to save the new datum. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 56

58 Copy Trace Settings When tracing a new datum element, the Spatial Manager 'Copy/Trace tool provides the functionality to transfer attributes from the traced feature to the new datum and automatically populate the associated Datum elements form. Before you can use this tool you will need to define the attribute mappings between your tracing shapefile and the datum layer. Defining the matching columns Figure 30-Copy/Trace Settings-Source Layer Selection Click on the datum layer in the tree view From the exor Spatial Manager menu select ->Copy/Trace Setting The Copy/Trace Settings Wizard will be displayed Select the shapefile or coverage you want to use as the tracing layer by selecting it from the [Tracing Layer (Source)] drop-down list. If your shapefile contains admin unit codes, select the column that contains the Admin Unit field - otherwise leave it blank Click on [Next] If your datum network type contains a column that is autoincluded in a parent group, the [Auto-inclusion Mappings] dialog will be displayed. From this dialog you can define the mappings between the columns in the parent Group Type and the fields in the tracing layer. An example screenshot is displayed below. Note that the fields displayed in the dialog window shown below may differ from your configuration. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 57

59 Figure 31-Copy Trace Settings-Auto inclusion Mappings Figure 32-Copy Trace Settings-Define Mappings If no auto-inclusion column is defined you will be prompted to define the attribute mappings between your datum network type and the tracing layer. Define the matching fields from the shapefile by selecting the relevant fields from the drop-down lists under the [Tracing Layer Field]. Note that the [Separator] and [Format String] are read-only and are defined based on the network metadata model for the specified datum. Press on the [Try It!] button will display a dialog to select a Sample record. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 58

60 Pressing on OK will retrieve the values from the column you specified and format them according to the format string and concatenate them to a single string. This is to ensure that the values from the shape file are of the correct format. Click on [Next] to display any remaining attributes for the parent group which are not part of the unique key to match with the fields from the shapefile. Figure 33-Copy Trace Settings-Additional Attribute Mappings In this example, we associate the GOV_LEVEL shapefile source field to the NE_OWNER column in the datum network type. Click on the [Add] button to match the two fields and click [Next]. The <Datum_Layer> Attribute Mappings dialog will display Copyright Exor Corporation Ltd, England, 2006 All rights reserved 59

61 Figure 34-Copy Trace Settings-Additional Attribute Mappings This dialog will help you specify the Attribute Mappings between the Datum and Tracing Layers. On the left-hand side the dialog will display the fields from the Source Layer. On the right-hand side of the dialog, the Target Layer will ALWAYS be the datum layer (currently selected in the tree view). The list for the target layer will display ONLY the Description and any non auto-included attributes. The Source Layer ID combo box will display all the attributes from the source layer. To set the attribute transfer mappings: Select a field from the source layer and the corresponding field in the target layer (datum) to which the source value is to be copied. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 60

62 Click on the [Add] button to add the selected pair of field names to the Matched fields list at the bottom of the dialog. Repeat the previous two steps for each field to be copied. Click on the Save Settings checkbox if you want the system store this information (datum layer and matched fields) in the current.mxd document to use in future sessions. Click on the [Finish] button to exit the Wizard. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 61

63 Attribute Transfer The Attribute Transfer Mapping functions support the interactive transfer of attributes between features. The source layer can be any linear shapefile or coverage. The target layer will always be a datum layer. The Attribute Transfer Mapping dialog box enables you to set the source and target layers and specify which fields to use as criteria for the attribute transfer. Once you have identified the common fields in the source and target layers, they can be matched. These matched fields will define which attributes are transferred when using the Attribute Transfer tool or the Attribute Transfer button. The Attribute Transfer tool enables you to interactively transfer the attributes of a feature from the source layer to target datum element feature. This transfer is based on matching the fields that are specified in the Attribute Transfer Mapping dialog box. Use the Attribute Transfer tool to select a source feature followed by a target feature. When the transfer is complete, verify the target feature s attributes using the Identify tool. Using the Attribute Transfer Settings dialog window Select the [Attribute Transfer Settings] menu option from the exor menu. The menu option will only be enabled if the datum layer is selected from the tree view in the Group Tab. The Attribute Transfer Settings dialog window will be displayed: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 62

64 Figure 35-Datum Attribute Transfer Settings On the left-hand side the dialog will displays any background (i.e. non-exor maintained) LINEAR layer as the Source Layer and all its fields. On the right-hand side of the dialog, the Target Layer will ALWAYS be the datum layer (currently selected in the tree view). The list for the target layer will display ONLY the Description and any non auto-included attributes. The Source Layer ID combo box will display all the attributes from the source layer. This value will only be used in the confirmation dialog after completing the attribute transfer To set the attribute transfer mappings: Select a field from the source (background) layer and the corresponding field in the target layer (datum) to which the source value is to be copied. Click on the [Add] button to add the selected pair of field names to the Matched fields list at the bottom of the dialog. Repeat the previous two steps for each field to be copied. Click on the Save Settings checkbox if you want the system store this information (datum layer and matched fields) in the current.mxd document to use in future sessions. Click on the [OK] button to close the form. Using the Attribute Transfer Tool Select the datum layer from the tree (or makes sure its selected) Copyright Exor Corporation Ltd, England, 2006 All rights reserved 63

65 Click on the Datum Attribute transfer tool in the Spatial Manager toolbar The system checks if the attribute transfer settings have been defined by reading the current mxd document. If no settings can be found a warning message will display. Click on the source feature in the shapefile or coverage. The feature will flash and a line is displayed from the source feature to the end of the cursor. A message will also appear in the status bar, similar to: Retrieved Source attributes Click on the target feature (element) in the datum layer. You can also transfer attributes to multiple features by holding down Shift while selecting the target features. If you do a multiple target feature selection, right-click to finish. The Commit Attribute Transfer dialog will display with the value(s) to be transferred for confirmation of the transfer. A sample dialog is shown below (depending on attribute mappings) : Figure 36-Commit Attribute Transfer Click on Commit to confirm the transfer Using the Attribute Transfer button Copyright Exor Corporation Ltd, England, 2006 All rights reserved 64

66 The Attribute transfer button work very similarly to the previous tool. In this case, you can pre-select the source and target features and click on the button to transfer the attributes rather than doing the transfer interactively To use the button: Click on the datum layer name on the tree to select it. Select (highlight) the source feature in the source layer Select (highlight) the feature(s) in the datum layer Click on the Datum Attribute transfer button in the Spatial Manager toolbar The Commit Attribute Transfer dialog will display with the value(s) to be transferred for confirmation of the transfer. Click on Commit to confirm the transfer Copyright Exor Corporation Ltd, England, 2006 All rights reserved 65

67 Reshape Datum Element Figure 37-Reshape Element dialog window To reshape an element you must first select it and then click on the [Reshape] button. The Reshape Element dialog window will be displayed, listing the selected elements on the left. You have three options when reshaping an element: Simple geometry reshape This is when you only want to change the shape of the element without changing the length or maintaining the history of the element. Leave the [Replace] and [Recalibrate] boxes unchecked to do this. Recalibrate This is when you want to change the measured length of the element being reshaped. Check the [Recalibrate] box to do this. The [From Chainage] and [Distance to End] text boxes in the [Reshape parameters] panel will be made active so that you can enter the required parameters. Replace Checking this box will cause the [Effective Date] and [Element name] text boxes to be activated along with any flexible attributes that are defined. If the [Recalibrate] box is also checked the new element will be recalibrated as well. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 66

68 Reshape tool When you click on the Reshape tool, the vertices along the selected element will be displayed. Figure 38 - Vertices along an element Figure 39 - Moving a vertex The end vertex will always appear in red. You can move the vertices to realign the element using the [Edit Feature tool] from the Spatial Manager toolbar Right clicking on a vertex or along the digitized line will display the contextsensitive menu with additional options for editing the vertices: Figure 40 -Vertex editing context menu Use the Properties option to change the measure values for the vertices Copyright Exor Corporation Ltd, England, 2006 All rights reserved 67

69 You can amend any intermediate vertex measure values. Spatial Manager will not allow the editing of Measure values for the first or last vertex. If you change an intermediate vertex with a value larger than the next vertex, the system will automatically update the subsequent vertices accordingly. Move Start/End Nodes If this box is checked (which it is by default) then if you move the start or end vertex of the datum geometry the corresponding node will move as well. Snapping You may also want 'snap' the reshaped element to an existing element and hence replace its start or end node. To do this, first off all make sure you call the snapping dialog from the Exor menu and set it to snap to the Vertex in the nodes layer (which is automatically displayed when you click on the reshape button) and click the [OK] button as shown below Figure 41-Set snapping on to the nodes layer Copyright Exor Corporation Ltd, England, 2006 All rights reserved 68

70 Now click on the start or end vertex and drag it on top of the new node you want to snap it one. As soon as you release the button a drop-down menu will display with the following option as shown in the figure below: Move Start or End Node here It will just move the existing Start or End node of the reshaped datum to the new position. Dissolve node to (<node_id)> It will replace the start or end node of the reshaped element with the <node_id> it snapped to. The original node will remain. Note that the Node layer must be selectable to Dissolve Nodes Dissolve node to (<node_id)> and Close (start)end Node This is the same as the option above but in this case it will also end-date the existing node if it s not an orphan (i.e. not the start or end node of a different element). Copyright Exor Corporation Ltd, England, 2006 All rights reserved 69

71 Merge Elements Figure 42-Merge Conflict Resolution dialog Merge enables two connected Network elements-either datum or Linear Groups- (i.e. ones that share a common Node Point) to be merged to form a single new Element. When the elements are merged the resulting single element may inherit the Network Attributes of the first Network Element if the Inherit field has been selected for the Attribute in the Type Columns window of the Asset Metamodel--NM0410 module for the Datum Network Type being merged. The order of the elements being merged (which is first and which is second) is determined automatically by the system using the element's connectivity. This can be expressed as follows: 'The first element is connected by its end node to the start node of the second element' The values for any Network Attributes that not flagged as Inheritable can be entered for the new element which created as a result of the Merge operation using the New Element panel at the bottom of the form. If the Network Type of the selected Datum Network element enables the entering of the Unique reference, a field will also be displayed to enable the User to enter the Unique reference of the new Element. Note that this panel will not be shown if all the displayable Network Attributes of the selected Network Type are flagged as inheritable and the Unique reference is populated automatically. The new Element will retain the Group memberships of the First original Element. The sequence within any linear Groups of which the Merged Elements were members and the SLK of the new Element along with Intersection Leg numbers will be derived from the Original Merged Elements. Assets located on the Merged Elements will be relocated and referenced relative to the new Element. The following validation will be carried out when Elements are merged: The start/end date of an Elements membership of a Group has not changed since the selected date. Any Items have not been placed on the Elements to be Merged since the date selected as the Merge Date Both elements should have the same direction (i.e. the end vertex of the first element must be coincident with the start vertex of the second element). If the elements are in different direction one of the elements geometries will be 'flipped' in memory before performing the merge. You can decide which element to flip using the Merge Conflict Resolution dialog: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 70

72 If the elements share the same direction and but the vertices are not coincident, a warning dialog will inform you. The are no Defects on an open Works Order located on the affected Elements The User must have Role and Admin Unit based access to all Inventory Items located on the affected Element, or by flagged as an Unrestricted User in the HIG1832 Users module. The Network Types and Group Types (when Merging Linear Groups) must be the same The Admin Unit of both Elements must be the same Where used, the sub-class of the 2 Elements must be the same Groups which are a parent in a Network Type Inclusion (Autoinclusion) cannot be Merged All violations of the above validation checks will be reported on the screen. A failure of any validation check will result in the prevention of the process taking place. Merge button Follow the instructions below to use the Merge button to merge two elements: Figure 43 - Merge Elements dialog window Using the [Select Feature] tool from the ArcMap toolbar select the first element. Holding the [Shift] key down select the second element. Both elements will now be highlighted Click on [Merge] button in the Spatial Manager toolbar. The Merge Elements dialog window will be displayed. The dialog will show any non-inheritable flexible attributes defined for the element's network type as defined in the Network Metamodel form-nm0002, the node to merge on, and the effective date. You can change the effective date of the merge by clicking on the down arrow to display the pop-up calendar. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 71

73 Effective Date The default value will be today s date. You can right-click on the down arrow next to the date field to display the popup calendar and enter an alternative date Merge on Node This list box will display the shared node for the elements to be merged. If the elements are connected at two nodes (as in the case of roundabouts and circles), this list will display both of the node ids. Select the node you want to base the merge on from this list Swap Merge Elements When merging two elements, the elements being merged are end-dated (closed) and a new single element created. The new element maintains the 'standard' attributes of the 'first' element as it appears on the left side of the dialog. If you want the new element to maintain the attributes of the element listed 'second' in the Merge Elements form click on the [Swap Merge Elements] button to change the merge order. Enter any required flexible attributes for the new merged element. Press on [Save] to execute the merge. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 72

74 Replace Elements When a Replace Operation is carried out all assets and other events associated with the Element are transferred to the new Element created as a result of the Replace operation. The new Element will adopt the same naming convention as the selected Element (or the Unique Reference may be manually entered if the Network Type for the datum element allows it). The new Element will inherit any Network Attributes and Group memberships of the Replaced Element. The Replaced Element is end dated, thus ensuring a full historical record is kept of the Network. Note that the Network and all associated Asset records may be displayed as they existed prior to the Replace operation by setting the Effective date, in the User Preferences window, to a date which precedes the Replace operation. This functionality could be used to re-digitize a badly digitized Element or used in conjunction with a Recalibrate operation to remodel a piece of Network after some minor re-alignment has taken place. This would be beneficial, as the Replaced Element would be retained for historical purposes. The Asset records and other Events on the new Element could then be recalibrated using the Recalibrate button to change the Element length and event locations as required. The following validation will be carried out when an Element is replaced: The start/end date of the Elements membership of a Group has not changed since the selected date. Any Items have not been placed on the Element to be replaced since the date selected as the Replace Date. All violations of the above validation check will be reported on the screen. A failure of any validation check will result in the prevention of the process taking place. Replace button To replace an element select it first and press the [Replace Elements] button Figure 44-Select Feature dialog from the edit toolbar. The replace dialog will appear and minimize automatically. If more than one datum element is selected a dialog will display containing a tree view listing the Unique Names of the selected elements: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 73

75 Clicking on an element Name will flash the relevant feature on the map. Double-clicking on an Element name or pressing the [OK] button will close the selection window and restore the Replace Element dialog: Figure 45-Replace Element dialog window Element name Enter the Unique Element reference of the Element to be Replaced. Note that if any of the displayable Network Attributes of the selected Element Network Type are non inheritable or the Pop Unique flag in Unchecked in the Network Types module, the Attributes and/or Unique Copyright Exor Corporation Ltd, England, 2006 All rights reserved 74

76 Reference will be displayed in a panel at the bottom of the form, where the appropriate value(s) may be entered. Start Date (Required) Enter the date at which the Replace operation is to be effective. This will become the Start Date for the new Element created as a result of the Replace and the membership date for all Groups of which the new Element is a member. To conduct the Replace operation, press the [Save] button on the form. Any linear Groups of which the Replaced Element was a member may need to be Resequenced. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 75

77 Recalibrate Element Figure 46 - Element and assets before a recalibrate If since the time of the initial survey, the length of the Element and hence the location of the inventory or other objects located within the extent of the Element is found to be incorrect you can recalibrate the Elements length. This will enable you to either increase or decrease the length of an Element. All the Inventory and other objects located along the element (e.g. Accidents) will move in proportion to the change in length. Note that no history is recorded of the Original Element Length or event locations subsequent to a Recalibrate operation. If history is required a Replace Operation should first be carried out on the Element and the new Element subsequently Shifted. The following rules apply to Inventory Items and other events located on an Element when a Shift or Recalibrate Operation is carried out: If Inventory runs to the end of an Element a Shift or Recalibrate operation should maintain the Inventory location at the end of the Element, i.e. not cause an overhang. The start of the Inventory will be Shifted or Stretched according to the defined parameters. If the Inventory is not located at either the start or end of the Element the Shift or Recalibrate will operate at both the start and end of the Inventory Item. A Shift is not allowed if it would result in the start or end of an Inventory Item would be located beyond the end of the Element. A Shift is not allowed if it would result in a continuous Inventory Item having a Zero length. If an Item spans the entire length of an Element a Shift or Recalibrate operation will maintain this relative location. The following figures show an example of two Recalibrate operations carried out on a Datum Network Element and its effect on events located on the Recalibrated Element. The first Recalibration Operation will shorten the Element Length by 10m to an overall Length of 90m. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 76

78 Figure 47 - Assets after recalibrate-shortening the element's length The second Recalibration Operation will stretch the Element Length by 5m to an overall Length of 95m, but only from an offset of 30m. Figure 48 - Assets after recalibrate-extending the element's length Recalibrate Element button To recalibrate an element the user will need to select it and press the [Recalibrate Element] button from the edit toolbar. The Recalibrate dialog will appear and minimize automatically. If more than one datum element is selected a dialog will display containing a tree view listing the Unique Names of the selected elements: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 77

79 Figure 49-Select Feature dialog Clicking on an element Name will flash the relevant feature on the map. Double-clicking on an Element name or pressing the [OK] button will close the selection window and restore the Recalibrate Element dialog: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 78

80 Figure 50 - Recalibrate Element dialog Original length This read-only text box contains the original measured element length From Chainage Mandatory text box. Defaults to 0. Distance to End You will need to type here the new element length. This is a mandatory field When the [From Chainage] text box loses focus the [Distance from End] value gets recalculated as [Original Length]-[From Chainage]. For example: Original length= m, From Chainage=10, -><User tabs>- >Distance from End= You can then change the Distance from End value to the new value. So if in this case, changes it to 902, the overall length will be extended by 0.56m, to become 912. The dialog will also check to establish whether the new length is equal to the original length. In this example, if you did not change the [Distance from End] value from , a warning message will be displayed. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 79

81 Shared Reshape Figure 51 - Shared Reshape This tool should only be used for error correction. Shared reshape only operates on the geometry of the selected datums and does NOT maintain any history. You can change the geometry of connected datum network elements by using the [Shared Reshape] tool. To use the tool, click on the elements intersection. If the elements do share a common vertex, all connected datum elements and their common vertex will be highlighted as shown below. You can then click and drag the vertex to the new location. By default the Shared Reshape function will also move the shared network node. Uncheck the [Move Shared Node] box if you don t want the shared node to be moved to the new location. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 80

82 Figure 52 - Shared Reshape dialog Copyright Exor Corporation Ltd, England, 2006 All rights reserved 81

83 Close (End-date) Element When an Element is closed, it is End-Dated and removed from the current view. To view the an End Dated Network Element set the Effective Date in the Spatial Manager toolbar to a date which precedes the Close Operation. Asset records on a Closed Network Element will either be End-Dated (if the Replaceable flag is selected for the Asset record Type in the Inventory Types Module), or the location references will be End Dated and the Asset record will remain open, but no longer pinned to a Network (if the End Location Only flag is set in the Inventory Metamodel form). If an Asset record is only partially located on the Closed Network Element, only the Location reference relative to the Closed Element will be end dated and not the Asset record itself. Consider the example below: A continuous Asset record has been located over the entire extent of Route A123, Elements 1, 2 and 3. Its location relative to the Route would be as follows. Unique Start End A123/ If Element A123/2 was subsequently Closed (note that this will cause a discontinuity along the Route which may be bridged by using a Distance Break) the location relative to the Route would now as be as follows: Unique Start End A123/ A123/ The following validation checks will be carried out when you close an element: The start/end date of the element s membership of a group has not changed since the selected date. Inventory has not been created or deleted since the selected date. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 82

84 Closing elements To close (end-date) elements you will need to select them and press the [Close Element] button from the edit toolbar. If no elements are selected a message will display. Otherwise the Close Dialog will be displayed: Figure 53 - Close Elements dialog The dialog contains only the Effective date, which defaults to today's date. The Effective Date is mandatory. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 83

85 Split Element Network Elements (Datums or Linear Groups) may need to be Split in order to carry out some network maintenance operations. For example, a new route may be added to a network, which does not start at an existing Intersection. To ensure network connectivity is maintained, an Element may need to be split to create a new Node Point at which the new Intersection will be formed. When an Element is split the resulting two new Elements created as a result of the Split operation may inherit their Network Attributes if these attributes are flagged as inheritable for the specified network type. The values for any Network Attributes not flagged as Inheritable can be typed in the flexible attributes panel in the Split Element Form for each of the two new Elements. Note that this panel will not be populated if all the displayable Network Attributes of the selected Network Type are flagged as inheritable. The new Elements will retain the Group memberships of the original Element. The sequence within any linear Groups of which the Split Element was a member of and the SLK of the new Elements along with Intersection Leg numbers will be derived from the Original Split Element. Assets located on the Split Element will be re-located and referenced relative to the new Elements. The figure below shows an example of the Locations of a continuous Asset record on an Element (M037/165-S) before a Split operation and the resulting Locations after the Split. Note that the Network and all associated Asset records may be displayed as they existed prior to the Split operation by setting the Effective date, in the User Preferences window, to a date, which precedes the Split operation. The following validation will be carried out when an Element is split: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 84

86 The start and end dates of an Element s membership of a Group has not changed since the date selected for the split. No assets have been located on the Element to be Split since the date selected as the Split Date. All violations of these validation checks will be reported on the screen and will prevent the split from taking place. At this point it will be useful to explain the differences between start and end nodes in the Network Manager database, and the start and end vertices of a geometric line. A vertex is the point of intersection between two straight lines and is the way the geometry was initially digitized. Whereas vertices are internal to the geometry itself, network nodes define the logical connectivity of network elements and exist as records in the NM tables. In many cases Network nodes are defined by their X, Y coordinates. The physical location of nodes does not always have to correspond to the start or end vertex of the element's geometry. This is especially useful in the case of divided highways or when we want to avoid further data segmentation. As long as the 'logical connectivity' is there, the system will work as expected. The illustration below shows an example of a divided highway. Two different tools are provided in the Spatial Manager toolbar for splitting elements: The Split Element tool and the Split Element at Node tool which are discussed in the paragraphs below Split Element tool Figure 54 - Split Element Tool To split an element using the mouse: Select the Datum or Linear Group Layer from the tree view Select the Split Element tool. The Split Element form will be displayed. You can call the Snapping dialog to set the Snapping environment. For example, if you want to split a datum element where it intersects with another linear feature from another layer set the snapping environment so as it snaps to the 'Ends' or the 'Vertex' of the background layer. Click along the element to be split Copyright Exor Corporation Ltd, England, 2006 All rights reserved 85

87 Figure 55 - Split Element dialog window Exor Leading the way in Infrastructure Asset Management Solutions The Split Element dialog will display fields where the Effective Split Date and measure value of the Split point may be specified. The split measure ( Split at text box) value will default to the measure point where you clicked. You can edit this value by typing it in. Note that the 'Split Node' text box is blank as a new node will be created. The split element form will be displayed in a second panel, any flexible attributes as defined in the Network Metamodel. A units indicator that denotes the units that the element is measured in, is displayed next to the Split value entry box. Clicking on the drop-down arrow in the Effective date textbox will display the Calendar pop-up window to change the effective date for the split. Press [Save] to split the element. Split Element at Node tool Figure 56 - Split Element at Node Tool Use the Split Element at Node tool to split an element using an existing network node: Add the Node Points layer on the view by right-clicking on the relevant datum layer and selecting the [Add Network Nodes ] option. A new layer will be added to the map representing the start and end nodes for the Roads network type. Select the Node at which to split the element Copyright Exor Corporation Ltd, England, 2006 All rights reserved 86

88 Figure 57-Split Element at Node dialog window Exor Leading the way in Infrastructure Asset Management Solutions Select the element to split. Press on the [Split Element at Node] button from the Spatial Manager toolbar. The Split element dialog will be displayed, where the Effective Split Date and measure value of the Split point may be specified. The 'Split Node' text box will display the node to be used for the split. The split element form will be displayed in a second panel, any flexible attributes as defined in the Network Metamodel for the current network type. Next to the Split value entry box a units indicator will be displayed to denote the units the datum elements are measured in. Clicking on the drop-down arrow in the Effective date textbox will display the Calendar pop-up window to change the effective date for the split. Press [Save] to split the element. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 87

89 Shift Asset A Shift Operation on a Network Element enables the locations of all events placed on the Element to be moved from a specified offset by entering an adjustment length. This adjustment length may be positive, e.g. 10 or negative e.g. 20. When a Shift Operation is carried out it DOES NOT change the Element Length and no history is kept of the event locations prior to the Shift. If history is required a Replace Operation should first be carried out on the Element and the new Element subsequently Shifted. The following rules apply to assets and other events located on an Element when a Shift Operation is carried out: A Shift is not allowed if it would result in the start or end of an Asset record would be located beyond the end of the Element. A Shift is not allowed if it would result in a continuous Asset record having a zero length. If an Item spanned the entire length of an Element a Shift operation would maintain this relative location. The following figures show an example of a 2 Shift operations carried out on a Datum Network Element and its effect on the assets (events) located on the Element. Figure 58-Location of assets/events along a datum element before and after a shift Copyright Exor Corporation Ltd, England, 2006 All rights reserved 88

90 Shifting assets along an element To perform a shift of assets along an element: Select the [Shift Assets] tool from the edit toolbar Click along the element where he wants the shift to occur. The Shift dialog will be displayed. If more that one element is selected along the tolerance a dialog will be displayed for the user to select. The Shift Dialog accepts two parameters: From Chainage Will default to the measure value at the point of the user's click. It specifies the offset from which the Shift Operation will be carried out. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 89

91 Shift value You enter the adjustment value here. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 90

92 Undo Undo enables you to reverse previous editing operations carried out on a Network Element (i.e. Unsplit, Unmerge, Unclose, and Unreplace). This should only be used as an Error Correction tool, i.e. to restore the Network to its original state. When an Undo operation is carried out, no history is kept of the new Element created from the erroneous edit operation. All event or object locations (e.g. an Asset record or Accident Item) and Group memberships for the originally Replaced Network Element will be reinstated. You can undo previous editing operations by selecting a single element and pressing the [Undo] button from the Spatial Manager toolbar. The system will check the edit history and inform the user of the allowed undo function along the element. Figure 59-Undo Dialog window (Unsplit) Note that only the last editing operation will be allowed to be undone. If for example you split an element and then replaced it, you must first undo the replace and then undo the unsplit to reinstate the network The figure below shows an example of the Undo Editing Operation dialog for an Unsplit. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 91

93 Editing network node locations You might require a network node to be moved to a different location (not necessarily at the start or the end of an element). To do this follow these steps: Add the network nodes theme. This menu option is accessible from the context menu (right-click) of the datum layer. Select the node(s) you want to move Click on the [Move Nodes] button. The Move Nodes dialog will be displayed and the Edit Feature tool will be activated. Figure 60-Move nodes dialog Set the Snapping environment as required to snap to existing layers You can now select each node in turn from the dialog and using the Edit Feature tool, click and drag it to the new location. Once finished, click the [Save] button to send the changes to the database Copyright Exor Corporation Ltd, England, 2006 All rights reserved 92

94 Close Nodes The close Nodes button enables you to end-date orphan nodes (nodes that are not attached to a datum element) or nodes that are attached to end-dated datums. To close a node: Select (highlight) the nodes you want to end-date Click on the [Close node] button in the Spatial Manager toolbar. The Close Node dialog will be displayed Figure 61-Close Nodes dialog Click on the [Save] button to end-date the node Copyright Exor Corporation Ltd, England, 2006 All rights reserved 93

95 Transaction History The transaction History option is accessible from the drop-down menu in the Spatial Manager toolbar. It lists all the editing operations occurred within the current Spatial Manager session and a textual description. An example is shown below: Figure 62-Transaction History window Select an editing operation from the list to display the textual information for this task in the Task Description panel. Double-click on the entry to zoom to the corresponding element(s). Copyright Exor Corporation Ltd, England, 2006 All rights reserved 94

96 Datum Elements Form The Datum Elements form is used to view and edit Datum Network Elements information for updateable fields, e.g. Description, or flexible attributes not used in the prescribed naming convention for the Element. The form is displayed by: Selecting the [Attributes] option in the context menu (right-click) of a datum layer Selecting the [Attributes] option in the context menu (right-click) of an element name displayed in the Groups tree. Figure 63-Datum Elements Form Datum Elements form field definitions Type (Read only) The Network Type for the currently selected datum element will be displayed in this field. The Network Type description will be displayed in the adjacent field. Unique (Read only) Each datum element must have a unique reference. If the Network Type selected has been flagged as automatically generating the unique reference, (by checking the Pop Unique option in Network Types--NM0002 based on the attribution of an Element or set up using the Type Columns window of Network Types--NM0002), the reference will be displayed once all of the Copyright Exor Corporation Ltd, England, 2006 All rights reserved 95

97 appropriate Attribute values have been added. If this is not the case, the Unique reference will be displayed in the flexible attributes panel as shown in the above figure. Group Type Not used. Displayed for backward compatibility purposes only. Admin Unit (Read only) The Admin Unit of the element will be displayed in this field. Only Users with sufficient Admin Unit security levels will have access to the Element Description (Required) You can edit the description for the datum element. A maximum of 80 characters is allowed. Start Date (Read only) The date from which the datum element is valid. End Date (Display Only) If a datum element has been Closed, the date on which it was closed, i.e. End Dated will be displayed. Datum elements are end-dated using the Close button in the Spatial Manager toolbar Note that end-dated datums may be viewed by setting the Active Date to a date which precedes the End Date of the element Length (Read Only) Displays the measured length of the Datum Element. Note that the Length can be amended using the Recalibrate Element tool Start Node (Read Only) Displays the Start Node of the Datum Element. The Node Description, Easting and Northing Grid References will be displayed in the adjacent fields. End Node (Read Only) Displays the Start Node of the Datum Element. The Node Description, Easting and Northing Grid References will be displayed in the adjacent fields. Record Navigation The record navigation controls will only be displayed if you have called the form from the [Attributes] option in the Datum layer context menu. You can use the arrow buttons to navigate through the selected datum elements. OK button If you have made any changes to the element attributes, pressing the OK button will display a dialog asking you whether you want to commit these changes to the database. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 96

98 Cancel button Closes the form and rolls back any changes. Help button Displays the online help for this topic. Load Selected Will refresh the Datum Elements form to display the currently selected Datum Element Flexible Attributes tab The flexible Attributes defined in the Network Types metadata Network Types--NM0002 for the selected Network Type are displayed. The attribute values should be entered as required. Mandatory attributes are highlighted. Note that only those attributes flagged as Displayed? in the NM0002 form will be shown. The Flexible Attributes panel will also display any Primary Additional Attributes that have been defined. Primary additional attributes will be displayed in the [Flexible Attributes] tab in the forms with a (+) sign in front of the attribute name. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. Member of tab Figure 64- Members of Tab The 'Member of' displays a read-only data grid listing all the groups the datum is a member of. Additional Data Tab Details Supplementary information relating to a Network Element may be added or maintained using the Additional Data Tab. Additional Data may include such information as Traffic Sensitivity on a Street or any Reinstatement Designations which may apply to a section of Network. The Additional Data Tab holds information for any non-primary additional attributes that have been defined for the current network type. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 97

99 If more than one type of Additional Data has been defined for a Network / Group Type, the data is displayed in the Display Order defined within the AD Types - NM0700 module. Figure 65-Additional Attributes tab for Datum Elements Figure 66-Additional Attributes tab for Datum Elements To add a new Item of Additional Data, select the additional data type, rightclick and select 'Append' or press Shift+Insert. A new record will be created in a tree-like view named <AssetType><REC#>. Note that only one AD Item of a particular Type may be created if the single allowed flag has been checked for the Network / Group Type and AD Type combination in the AD Types - NM0700 module. To remove an existing AD item, select it and right-click and select 'Delete' from the menu. Alternatively press Alt+Bksp Copyright Exor Corporation Ltd, England, 2006 All rights reserved 98

100 Snapping options dialog This dialog controls the snapping behavior when editing datum elements. You can access it dialog from exor Menu->Snapping during an edit operation. Figure 67-Snapping options The dialog consists of two panels. The top panel will display the active layer and any other network layers that are already displayed and it can snap on with an [Ends] check box (start or end of elements). Network Elements can only be snapped to start or end nodes of elements that share the same node type. Creating and editing new elements graphically is applicable to datum network elements and LRMs (extend route). The bottom panel will display the exor_edit_layer which is a temporary shapefile used for editing purposes only and any other background layers the user can select to snap to. If you create a 'chain' of new network elements you will need to check the [End] checkbox for the exor_edit_layer. This will cause Spatial Manager to snap to the start or end node of the existing new element and not create separate nodes for each new element. Snapping to background layers will have no effect on the element's connectivity. Users can select to snap to Vertices of background layers ([Vertex] check box), Edges ([Edge] check box) or only at the Start or End of the geometries ([End] check box) Copyright Exor Corporation Ltd, England, 2006 All rights reserved 99

101 Snapping Preferences You can access this dialog from exor Menu->Preferences The Snapping tab controls determine the snapping parameters for Spatial Manager: Snap On Split When this option is checked (this is the default setting) and the [Split] tool is used to split an Element at the point where the user selects, the resulting Node Point created as a result of the Split operation, will attempt to 'Snap' to an Element within the [Snapping Tolerance] specified in the dialog. Figure 68-Split operation with the [Snap on Split] option on When the option is unchecked and the Split tool is used, the resulting Node Point created as a result of the Split operation will be created at the exact point where the user selects. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 100

102 The selected Element will be split, at an offset that perpendicularly bisects the Element and the Node Point. Figure 69-Split operation with the [Snap on Split] option off If more than one Element is found within the tolerance, a dialog will be displayed for the user to select the element to split. Clicking the [Flash] button will flash the highlighted element. Clicking on [OK] will select the element to split. Figure 70-Select Element dialog Automatic Snapping If this option is checked while users digitize a new element, the element's geometry will be 'magnetized' to the start/end nodes of neighboring geometries as specified in the Snapping options dialog If the option is unchecked, Spatial Manager will attempt to snap to neighboring geometries as soon as the user completes the digitization. Snapping tolerance This is where users can set the search radius for snapping to geometries. The snapping tolerance units can be set as either Pixels or Map Units. The snapping tolerance is used in a number of editing functions like creating new datum elements, shared reshape and split. CHAPTER Copyright Exor Corporation Ltd, England, 2006 All rights reserved 101

103 6 Editing Groups of Datum Elements This chapter describes the process of editing groups of datum elements. It is divided into the following sections: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 102

104 Group of Datum Elements Form Figure 71-Group of Datum Elements form This form is used to create new Groups and maintain existing Groups of Elements. To display the form: Select the [Attributes] option in the context menu (right-click) of a group layer Select the [Attributes] option in the context menu (right-click) of a group name displayed in the Groups tree. Select the [Create New Group] option in the context menu (right-click) of a Group Type displayed in the Groups Tree. For more details on how to create new Groups please refer to Creating New Groups of Datum Elements. The form contains two tabs: The Members tabs where the member elements for the group are displayed and the Attributes tab which contains the flexible attributes (if any) for the group. Group members will be added automatically if the Network Type for the selected Group Type has been defined as the Parent Network Type in the Type Inclusion window of Network Types NM0002 and the Auto Include flag has been selected for a Datum Network Type. Groups may be Linear and used as a Linear Referencing method, in which case the member Elements of the Group will be sequenced to establish their relative position in the Group and hence enables displacements to be calculated. Groups may also be used to describe un-sequenced collections of Elements to model such features as Interchanges, Administrative Areas or Inspection Routes. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 103

105 If a Group contains partial Elements, i.e. an Element is not wholly contained within the group, the Group Type selected must be Flagged as to allow Partial Elements. Group Panel Detail The Group Panel will display the standard attributes for a group i.e. Group Type, Admin Unit, Unique etc. Unique (Read-only) It displays the Unique reference for the Group of Datum Elements. If the Network type for this group has been defined as not automatically generating the unique key, the value for the Unique field will also be displayed in the Flexible attributes panel Note that care should be taken if the Unique reference of a Group is to be wholly contained within part of the Unique Element reference to ensure that the String Length specified for the attribute column, e.g. NE_GROUP, is of sufficient length to contain the Unique of the Group. Description Enter a description for the Group. A maximum of 80 characters is allowed. The Group description will be displayed along with the Group Unique and Group Type when using the Gazetteer. Group Type Displays the Group type for the currently selected group. The Group Type description will be displayed in the adjacent field. If the form has been called from an existing group, this field will be read-only. When creating a new group, press the button next to the field to select a Group type. Only Group Types associated with the Network Type will be listed. The Group Type description will be displayed in the adjacent field. The Network Type associated with the selected Group Type will be displayed in the Network Type field. The Units of Measurement associated with the Network Type which in turn is associated with the Group type selected will be displayed in the Units field. Network Type (Read Only) The Network Type associated with the selected Group Type will be displayed in the Network Type field. Units (Read Only) The Units of Measurement associated with the Network Type which in turn is associated with the Group type selected will be displayed in the Units field. Start Date (Required) Displays the date from which the Group of Elements is effective. If the form has been called from an existing group, this field will be read-only. When creating a new group this field will default to today's date. To change the date click on the down arrow and select the required date from the calendar. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 104

106 Admin Unit (Required) Displays the Admin Unit for the Group. If the form has been called from an existing group, this field will be read-only. When creating a new group, click on the button next to the field to select the required Admin Unit for the Group. Only Admin Units of the Admin Type associated with the Network Type used when defining the Group Type of the selected Group of Elements will be displayed in the list of values. Only Users with sufficient Admin Unit privileges will be permitted to use the Group. End Date (Read-only) This field is non-updateable. To End-date (close) the group you need to use the Close button. Click here for more information on Closing a group. Record Navigation The record navigation controls will only be displayed if you have called the form from the [Attributes] option in the Group layer context menu. You can use the arrow buttons to navigate through the selected group elements. Attribute Tab Details The flexible Attributes for the Network Type selected as defined Type Columns window Network Types - NM0002 will be displayed. Note that only those attributes flagged as being Displayed? will be shown. The attribute values should be entered or amended as required if they are not part of the unique naming convention used for the group. Mandatory attributes are highlighted. The Flexible Attributes panel will also display any Primary Additional Attributes that have been defined. Primary additional attributes will be displayed in the [Flexible Attributes] tab in the forms with a (+) sign in front of the attribute name. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 105

107 Members Tab Details The Members panel is used to display and maintain the member Datum Elements of the Group. Group members may be added, using the [Add Members] button. Click here for more information on how to Add Datum Element members If the Group is a Partial Group, i.e. at least one of the member Elements is not wholly contained within the Group, the extent of the Datum Element which is contained within the Group may be defined by updating the Start and/or End fields for the partial member. Partial Groups of Elements may be created by specifying the Start and End measures (relative to the Element) of the portion of the Element which is contained within the Group. If the Element is not wholly contained within the Group the Part flag will be automatically set to indicate that the Element is only partially contained within the Group. The extent of the Element included will be displayed in the Length field. Partial Groups may contain a mixture of Elements which are either wholly contained within the Group or only partially contained within the Group. The Group Type selected for the Group must have been flagged as Partial in Group Types NM0004. If the Group Type of the selected Group has been flagged as Exclusive in Group Types NM0004, a Network Element may only be a member of one Group of the selected Type. For example, if a Network Element may only be a member of one Route Group the exclusivity flag should be checked. If this exclusivity rule is broken when Group members are being added to a Group an error message will be displayed. The following information is displayed for each member Element: Sequence Number Element Unique Start Node End Node Start Offset (relative to the Datum Element) End Offset (relative to the Datum Element) Partial Element indicator Length (the extent of the Element contained within the Group) Offset measure /SLK (Linear Groups only) POE Point of Equation indicator Cardinality indicator Membership Start Date Copyright Exor Corporation Ltd, England, 2006 All rights reserved 106

108 Membership End Date Sequence Exor Leading the way in Infrastructure Asset Management Solutions If the selected Group is Linear and therefore member Elements are connected via shared Nodes Points or by means of Distance Breaks the Elements will be sequenced to establish their relative position in the Group and hence enables displacements to be calculated. The Sequencing of Member Elements will be in accordance with any Type Subclass rules defined for the member Datum Elements in the Network Types form. Unique (Required) List, Nav The Unique reference of the member Element will be displayed. Start Node (Display Only) The Start Node of the selected Network Element will be displayed. End Node (Display Only) The End Node of the selected Network Element will be displayed. Start (Updateable) This field displays the start position, relative to the member Element, of the extent of the Element which is contained within the Group. For non partial groups this value will always be 0. For Partial Groups this value may be updated. End (Updateable) This field displays the end position, relative to the member Element, of the extent of the Element which is contained within the Group. For non partial groups this value will always equate to the Element length. For partial Groups this value may be updated. Part. (Read only-checkbox) If the Group is a Partial Group and the selected member Element is not wholly contained with the Group, i.e. the Start or/and End fields have been amended, the system will automatically check this partial indicator. Length (Display Only) The total Length of the extent of the member Element contained within the Group will be displayed. Offset/SLK (Straight Line Kilometre) (Linear Groups Only) The offset value for the start of each member Element will be displayed. This value is the measured distance value of the start of the Element, relative to the parent Group in increasing measure from its start. The SLK calculation rules will be dependant on any precedence set by the sequence number of the Type Subclass s defined for the Datum Network Type in Network Types NM0002. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 107

109 POE (Point of Equation indicator) Exor Leading the way in Infrastructure Asset Management Solutions If a Point of Equation exists at the Start Node of an Element (the End Node if the member Element is not in the Cardinal direction of the Route) the type of POE will be indicated in Red. A POE is a discontinuity in the measured distance of a Route at a known point on the ground, i.e. a Node point, and can either be a GAP or an OVERLAP. Points of Equation may be created as a result of the Network operations needed to model a Road Realignment or as a result of a Shift or Recalibrate operation. Points of Equation may be removed by Rescaling the Route. This will cause the Route SLK values to be recalculated based on the current Element lengths. Consider an example: The figure below shows an existing Route and a proposed realignment scheme. When the realignment is modeled in the database it will cause a Point of Equation (a GAP) at the Start of Element 4, as the new Element length will be less than that of the existing Element length. The following table shows the Element Length and Route Offset prior to the Realignment Element Length Route Offset To remodel the Network to account for the Realignment of the Route, Element 3 will be End- Dated and a new Element (6) will be added in its place. The length of the new Element will be 950m. This will cause a GAP POE of 0.65 m at the Start of Element number 4. The following table shows the Element Length and Route Offset after the Realignment. Element Length Route Offset (Gap of.65m) Copyright Exor Corporation Ltd, England, 2006 All rights reserved 108

110 To display the POE details select the Element on which the required POE exists and select the Node Details option from the context menu (called by clicking the Right Mouse Button). The Node Details window will be displayed. An example is showing in the figure below: Figure 72-Node details dialog Figure 73-Add Members dialog Asset records or other database objects may not be located on a POE. C (Cardinality Indicator) If a member Element is in the Route Cardinal Direction, i.e. the Element is increasing in measure value from its Start Node to its End Node in the same direction as the increasing measure of the Route from its Start, this box will be checked. Start Date (Required) Enter the Date from which the Element is a member of the Parent Group. If the Group is a Parent in a Type Inclusion for a Datum Network the Start Date will be automatically populated as the date the Element record was created. If the Group is Rescaled the Start Date will be set to the Date the Rescale operation took place. End Date (Optional) Enter the Date from which the Element is no longer a member of the Group. If the Group is a Parent in a Type Inclusion for a Datum Network, the member Elements will be End Dated if the Parent Route is Closed using the [C] Close Route facility. End Membership Clicking this button will end-date the membership of the currently selected element, so the element will no longer be a member of the Group. If the Group is a Parent in a Type Inclusion for a Datum Network, the member Elements will be End Dated if the Parent Route is Closed using the Close Route button Add Members If elements are selected from a datum layer, this button will add them as members to the group. A dialog listing the currently selected datum elements will be displayed to confirm the adding of the member elements as shown below. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 109

111 Only datum elements with network types allowed in the specific group will be allowed. OK button If you have made any changes to the element attributes, pressing the OK button will display a dialog asking you whether you want to commit these changes to the database. Cancel button Closes the form and rolls back any changes. Help button Displays the online help for this topic. Load Selected Additional Data Tab Details Will refresh the Group of Datum Elements form to display the currently selected Group Element. Supplementary information relating to a Network Element may be added or maintained using the Additional Data Tab. Additional Data may include such information as Traffic Sensitivity on a Street or any Reinstatement Designations which may apply to a section of Network. The Additional Data Tab holds information for any non-primary additional attributes that have been defined for the current network type. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. If more than one type of Additional Data has been defined for a Network / Group Type, the data is displayed in the Display Order defined within the AD Types - NM0700 module. Figure 74-Additional Data tab for Group Elements Copyright Exor Corporation Ltd, England, 2006 All rights reserved 110

112 To add a new Item of Additional Data, select the additional data type, rightclick and select 'Insert' or press Shift+Insert. A new record will be created in a tree-like view named <AssetType><RECx>. Figure 75-Insert Additional Data Note that only one AD Item of a particular Type may be created if the single allowed flag has been checked for the Network / Group Type and AD Type combination in the AD Types - NM0700 module. To remove an existing AD item, select it and right-click and select 'Delete' from the menu. Alternatively press Alt+Bksp Groups of Datum elements toolbar The Group of Datums form includes a toolbar which contains tools for the following functions: Rescale Resequence Reverse Local Rescale Add Distance Break Close Group Route Check Route Details Each of these functions is discussed in the next paragraphs. Rescale A Rescale operation on a Group will cause the route offset measurements to be recalculated. The offset value is the measured distance value of the start of the Element, relative to the parent Group in increasing measure from the Route Start point. The offset calculation rules will be dependant on the precedence set by the sequence number of the Type Subclass s defined for the Datum Network Type. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 111

113 When the Rescale button is pressed on the toolbar, the Rescale Group dialog will be displayed as shown above. The value entered in the Offset field, will be the value used for the offset value for the first Element in the Group, e.g. if a value of 10 was entered, the offset of the first member Element would be 10. All other offsets will be based on this start offset. Rescaling a Group will remove all POE s. If the Group being Rescaled is a Circular Group, i.e. the Start and End of the Route occur at the same Node Point, for example at a Roundabout, a dialog will be displayed as shown below asking the User to select the Starting Datum Network Element. Once this is done pressing the [OK] button will enable the Rescale operation to continue. Figure 76-Circular Group dialog-rescale NEW SCREENSHOT When a Group is Rescaled, the Group membership Start Date will be reset to the date of the Rescale operation. Note that a complete history is kept of Group Memberships and associated offsets etc. To view the membership details at a Date use the built-in Active Date calendar from the Spatial Manager toolbar. Resequence If the Group is a Linear group, pressing the Resequence button will cause the Group members to be Resequenced in increasing distance value from the Start of the Route in accordance with any Type Subclass rules defined for the member Datum Elements. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 112

114 Figure 77-Circular Group dialog-resequence Exor Leading the way in Infrastructure Asset Management Solutions If the Group being Resequenced is a Circular Group, i.e. the Start and End of the Route occur at the same Node Point, for example at a Roundabout, a dialogue will be displayed as shown below asking the User to select the Starting Datum Network Element. Once this is done pressing the [OK] button will enable the Resequence operation to continue. NEW SCREENSHOT Local Rescale If the Group is a Linear group, the offset values for individual Element may be recalculated by a Local Rescale operation. To carry out a Local Rescale operation select the required Element and press the [Local Rescale] button on the toolbar. The offset values for any subsequent Elements will be unaffected by a Local Rescale. If the select Element contained a Point of Equation, this will be removed for the selected Element, but will be moved to the next connected Element. Reverse Route Reversing a route will cause all the datum elements that comprise a route (linear group) to change direction. The functionality is also accessible as a dynamic menu option from the context menu in the Groups tab. The reverse route function will reverse the order of the member elements of the route. Distance Breaks A Distance Break is a point of discontinuity in a physical Route. They exist in order to enable logical connectivity over a physically discontinuous network. Discontinuities may occur at a staggered Intersection or Common Routes as displayed below for example. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 113

115 Common Element(Shared by 2 routes) Distance break provides connectivity for Road 2 Figure 78-Add distance break dialog Distance Breaks are displayed in the Groups of Datum Elements form. Their appearance is similar to that of a Network Element in that they have a Unique Reference, a Start and End Node, a Length measure and a Route offset, but as they are not physical entities on a Network, no objects, e.g. Asset records, may be located on them. Distance Breaks can be identified on a Route by means of the naming convention they adopt. For example, a Distance Break added to a Group called the H777 will have the following name: DB_H777-8 where DB stands for Distance Break, H777 is the Unique Route reference on which the Distance Break exists and 8 is the occurrence of Distance breaks on the route network. Distance breaks on a Route group will normally have a Length of 0 meters. This will enable the route offset or displacement values for the Route to be derived as if no discontinuity existed. If Distance Breaks are added to an Inspection Route group for example, they may have a measured value, as the Break in the Inspection Route must still be driven or walked. This will enable the route offset or displacement values for the Route to be derived, based on the actual route driven or walked. The Start Offset or displacement of each Element within a Group will have been derived based on the Route connectivity and the member Element Lengths. When a Distance Break is added, the Group must be re-sequenced using the [Resequence] button on the Form This will order the member Elements correctly within the Route. You can add a distance break either from the Group of Datum Elements form or by digitizing the break on the map To add a Distance Break from the Group of Datum Elements form Press the [Add Distance Break] button on form toolbar. The Add Distance Break dialog box will be displayed as shown below. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 114

116 Enter the following details. Start Node (Required) List The Start Node of the Distance Break needs to be entered here. Depending on the currently selected member element in the Groups form this value will default to the End node of the selected datum element. To change this you can click on the button next to it to display a list of available nodes. The list of all of the Node Points will be displayed, along with the associated Intersecting Road Names, which are located on the selected Route. This will ensure that the Distance Break cannot span multiple Routes or Network Types. End Node (Required) List The End Node of the Distance Break needs to be entered here. Depending on the currently selected member element in the Groups form this value will default to the start node of the next element. The list of values will display all of the Node Points, along with the associated Intersecting Road Names, which are located on the selected Route. This will ensure that the Distance Break cannot span multiple Routes or Network Types. Length (Required) Enter the required length of the Distance Break. This will default to 0 Start Date (Required) Enter the Group membership Date of the Distance Break. This will default to today's date. You can click on the down arrow to select a date from the calendar. To add the Distance Break to the Route press the [Add] button on the Dialog box. The Distance Break will be added with a 0 Sequence Number. To Resequence the member Elements within the Route group, press the [Resequence] button on the toolbar. This will order the member Elements and Distance Break within the Route by cardinality and connectivity. If required the Offset or displacement values for the member Elements can be recalculated by using the Rescale button. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 115

117 To add a Distance break by digitizing Select the linear group you want to add a Distance Break to from the tree view in the Groups tab. Click on the Add Distance break tool from the Spatial Manager toolbar. Spatial Manager will zoom to the selected group. Digitize the start and end positions of your distance break. You will notice that your cursor will snap to start or end points of the route. The Add Distance Break dialog will appear. The start and end nodes in the dialog will correspond to the nodes you have snapped to. You can now follow the same steps as above. Figure 79-Close Group dialog Close Group The [Close Group] button enables an entire Route or Group of Elements to be Closed. When the button is pressed the Close Route dialog will be displayed as shown above. If the selected Group is of a Type whose associated Network Type has been defined as a Parent in a Type Inclusion record for another Network Type in Network Types-NM0002 each of the member Elements will also be End Dated. If this is not the case the member Elements may be End Dated by selected the [Close Member Elements] checkbox. End Dating Datum Elements in Non Parent Groups, will cause a discontinuity in the connectivity of the Parent Route Group. This connectivity may be re-established by using Distance Breaks. Any Asset records which are located on the Closed Route will either be End Dated if the Asset record Type has been flagged as Replaceable in the Inventory Metamodel NM0410 form, or the Asset record Location will be End Dated if the End Location Only flag has been checked, leaving the Asset record Open. A Route cannot be Closed (End-Dated) if any Asset records which are either wholly or partially located on any member Elements are of an Inventory Type which HAS NOT been flagged as Replaceable. The date on which the Route is to be Closed may be entered in the Effective Date field. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 116

118 To Close the Route press the [Close] button. A warning message will be displayed to the User. To cancel the Close operation, press the [No] button or [Yes] to proceed. A message will be displayed when the operation is complete. Only Users who have been flagged as Unrestricted in HIG1832 Users may carry out a Network Close operation. If a 'restricted User attempts this operation a message will warn the user. Route Check Figure 80-Route check information dialog The Route Check function enables physical breaks (not POEs or Distance Breaks) to be detected on a Route. If breaks are detected the message below will be displayed. Breaks may be bridged by use of Distance Breaks. Route Details The Route Details function displays a dialog with the following information about the selected groups Start Route offset End Route Offset The true Route Length of the route The total route length in datum units The Route Details dialog is shown below: Figure 81-Route Details dialog NEW SCREENSHOT Copyright Exor Corporation Ltd, England, 2006 All rights reserved 117

119 Extending routes Extending routes enables the creation of a new datum network element at the start or end of the Parent Group by snapping it to a datum element, which is already a member of the Group. Note that the parent group MUST be a Linear Group Type. The function will only be available if a route is selected in the [exor Groups] tab in the TOC. Extending will automatically set snapping on. When you snap to an existing datum, the standard attributes for the new network element, for example Network Type, Admin Unit and Description, will be derived from the snapped datum. Any Flexible Attributes that have the Inherit flagged set in the Type Columns window of Network Types - NM0002 will also be derived from the selected Element. If these are used as part of the prescribed naming convention for the Network Type, the Unique reference of the Element will be automatically populated when the remainder of the field values have been entered. Any non inherited Flexible Attributes values may also be entered. To extend a route: Make sure you datum layer is displayed and visible in the map window. Add the route you want to extend in the tree view. For more information on how to add Routes to the tree view see the Search/Add Routes topic. Click on the route to highlight it. The [Create new element] button will get enabled in the Spatial Manager toolbar. Click on it and follow the same steps as for when creating a new datum element. After pressing [Save] the Extent Route dialog will be displayed. The dialog will display all the routes the snapped datum is a member of (if any). Check the routes you want to extend with the new datum. Note that any routes which are part of an auto-inclusion will be automatically checked and read-only. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 118

120 Figure 82-Select Route dialog Figure 83-Extend Route warning You will only be allowed to extend routes by a single element at a time. If you attempt to create a second element, a warning dialog will display as shown below: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 119

121 Creating new Groups of Datum Elements Figure 84- Creating a new Group of Datum Elements To create a new group of Datum Elements: Select the group type from the Groups tree Right-click on the group type and select the [Create New Group] option from the context menu. The Group of Datum Elements form will be displayed with the [Attributes] tab open. Mandatory attributes will be highlighted. The members tab will be disabled until all mandatory attributes are entered. Splitting Linear Groups Enter all the required attributes. If the Network type for this group has been defined as not automatically generating the unique key, the value for the Unique field will also be displayed in the Attributes panel Click on [Save] to save the changes. The Member Tab will be enabled and displayed to add members to the group. For more information on how to enter attributes and adding members to a Group see the Group of Datum Elements Form section Splitting linear groups works identically to datum elements split. Please refer to the Split section in this document Copyright Exor Corporation Ltd, England, 2006 All rights reserved 120

122 Merging Linear Groups Merging linear groups works identically to datum elements split. Please refer to the Merge section in this document Copyright Exor Corporation Ltd, England, 2006 All rights reserved 121

123 CHAPTER 7 Editing Groups of Groups This chapter discusses editing Groups of Groups. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 122

124 Group of Groups form The Group of Groups form is used to create and maintain Network Groups which have other Network Groups as members. To display the Group of Groups form: Select the [Attributes] option in the context menu (right-click) of a group layer Select the [Attributes] option in the context menu (right-click) of a group name displayed in the Groups tree. Select the [Create New Group] option in the context menu (right-click) of a Group Type displayed in the Groups Tree. For more details on how to create new Groups please refer to Creating New Groups of Groups. The form contains two tabs: The Members tabs where the member elements for the group are displayed and the Attributes tab which contains the flexible attributes (if any) for the group. Figure 85-Groups of Groups form Consider the example Group Hierarchy in the Figure below: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 123

125 Figure 86-Group Hierarchy example In the Group Hierarchy shown Datum Elements have been grouped to form Groups of Sections. These may be linear or non linear. These Groups of Sections have been further Grouped to form Groups of Groups. For example, Datum Elements have been grouped together to form a Regional Route (Group Type REG-). All of the Regional Routes within a discreet Region have been further Grouped to form a Group of Groups which represents ALL Regional Routes within a given Region. This Group of Groups is named Region (Group Type REG) within the diagram. This enables an entire Region to be selected as a Region of Interest for reporting or querying. In this example, several of the Network Groupings contain multiple Groups of Group levels culminating in a Group of Groups which represents All network of the associated type. For example, the Groups of Groups named All Regions (LG) (Group Type ALL) represents ALL Local Roads. Sub Groups will be added automatically if the Network Type for the selected Group Type has been defined as the Parent Network Type in the Type Inclusion window of Network Types NM0002 for a Network Type associated with a Group of Sections. Group Panel The Group Panel displays the standard attributes for a group i.e. Group Type, Admin Unit, Unique etc. Unique (Read-only) It displays the Unique reference for the Group of Group. If the Network type for this group has been defined as not automatically generating the unique key, the value for the Unique field will also be displayed in the Flexible attributes panel Note that care should be taken if the Unique reference of a Group is to be wholly contained within part of the Unique Element reference to ensure that the String Length specified for the attribute column, e.g. NE_GROUP, is of sufficient length to contain the Unique of the Group. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 124

126 Description Enter a description for the Group. A maximum of 80 characters is allowed. The Group description will be displayed along with the Group Unique and Group Type when using the Gazetteer. Group Type Displays the Group type for the currently selected group. The Group Type description will be displayed in the adjacent field. If the form has been called from an existing group, this field will be read-only. When creating a new group, press the button next to the field to select a Group type. Only Group Types associated with the Network Type will be listed. The Group Type description will be displayed in the adjacent field. The Network Type associated with the selected Group Type will be displayed in the Network Type field. The Units of Measurement associated with the Network Type, which in turn is associated with the Group type selected, will be displayed in the Units field. Network Type (Read Only) The Network Type associated with the selected Group Type will be displayed in the Network Type field. Start Date (Required) Displays the date from which the Group of Elements is effective. If the form has been called from an existing group, this field will be read-only. When creating a new group this field will default to today's date. To change the date click on the down arrow to select the required date from the calendar. Admin Unit (Required) Displays the Admin Unit for the Group. If the form has been called from an existing group, this field will be read-only. When creating a new group, click on the button next to the field to select the required Admin Unit for the Group. Only Admin Units of the Admin Type associated with the Network Type used when defining the Group Type of the selected Group of Elements will be displayed in the list of values. Only Users with sufficient Admin Unit privileges will be permitted to use the Group. End Date (Read-only) This field is non-updateable. To End-date (close) the group you need to use the Close button. Click here for more information on Closing a group. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 125

127 Sub Groups Panel The Sub Groups panel is used to add member Groups to, or End Date member Groups from the selected Group of Groups. Sub Groups may be added as members of a Group of Groups automatically if the Group of Groups has been defined as a Parent in a Network Type Inclusion. For more information on Autoinclusion refer to the Network Manager System Admin Guide. You can add new members using the [Add Members] button Figure 87-Sub-Groups panel Unique (Required) List Enter the Unique of the Group to be added as a Sub Group. The list of allowable Groups will be restricted to those Groups of the Group Type defined in the Group Relations Panel of the Group Types - NM0004 module for the selected parent Group Type. Description (Display Only) The description of the member Sub Group will be displayed. Group Type (Display Only) The Group Type of the member Sub Group will be displayed. Start Date (Required) Enter the Date from which the Sub Group is a member of the Parent Group of Groups. If the Group of Groups is a Parent in a Type Inclusion for the Sub Group the Start Date will be automatically populated as the date the Sub Group record was created. End Date Groups which are no longer members of the selected Group of Groups may have their Group Membership end dated by pressing the [End Membership] button. This will display a pop-up calendar which will default to the system date as the End Date for the membership record. This date may be amended if required. Note that if the Sub Group is a member of the Group of Groups by virtue of a Network Type Inclusion, the membership cannot be End Dated and the [End Membership] button will be disabled. The End Date field is also made nonupdateable. The membership will be End Dated only when the member Group is End Dated. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 126

128 End Membership button Clicking this button will end-date the membership of the currently selected sub-group so it will no longer be a member of the parent Group. If the Group is a Parent in a Type Inclusion for a Datum Network, the member Elements will be End Dated if the Parent Route is Closed using the Close Route button Add Members button If the Sub Group is a member of the Group of Groups by virtue of a Network Type Inclusion, you will not be allowed to add members to the group. The functionality of this button will depend on the type of the Sub-Group Elements. If the sub-group panel contains Groups of datum elements: Add the relevant Group of Datum elements to your data view. Click on the Add Members button. Spatial Manager will display a list containing all the selected sub-group elements. Click on [OK] The group elements will be added to the Sub-Groups panel Only Sub-groups of the Group Type defined in the Group Relations Panel of the Group Types--NM0004 module for the selected parent Group Type will be allowed. If none are selected the message below will be displayed. If the sub-group panel contains Groups of Groups: Click on the [Add Members] button A list with the available child groups will be displayed. The list of allowable Groups will be restricted to those Groups of the Group Type defined in the Group Relations Panel of the Group Types--NM0004 Figure 88-Add group members dialog module for the selected parent Group Type. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 127

129 Select one or more child groups to add as members to the parent Group by clicking on the check-boxes next to the group name. Click on [OK] The group elements will be added to the Sub-Groups panel Attributes Tab The flexible Attributes for the Network Type selected as defined Type Columns window Network Types - NM0002 will be displayed. Note that only those attributes flagged as being Displayed? will be shown. The attribute values should be entered or amended as required. Mandatory attributes are highlighted. Additional Data Tab Details Supplementary information relating to a Network Element may be added or maintained using the Additional Data Tab. Additional Data may include such information as Traffic Sensitivity on a Street or any Reinstatement Designations which may apply to a section of Network. The Additional Data Tab holds information for any non-primary additional attributes that have been defined for the current network type. For more information on Primary and Non-Primary Additional Data, refer also to APPENDIX B- Additional Data. If more than one type of Additional Data has been defined for a Network / Group Type, the data is displayed in the Display Order defined within the AD Types - NM0700 module. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 128

130 To add a new Item of Additional Data, select the additional data type, rightclick and select 'Append' or press Shift+Insert. A new record will be created in a tree-like view named <AssetType><RECx>. Note that only one AD Item of a particular Type may be created if the single allowed flag has been checked for the Network / Group Type and AD Type combination in the AD Types - NM0700 module. To remove an existing AD item, select it and right-click and select 'Delete' from the menu. Alternatively press Alt+Bksp Help button Displays this help topic Copyright Exor Corporation Ltd, England, 2006 All rights reserved 129

131 Creating new Groups of Groups To create a new Group of Groups: Select the group type from the Groups tree Right-click on the group type and select the [Create New Group] option from the context menu. The Group of Datum Elements form will be displayed with the [Attributes] tab open. Mandatory attributes will be highlighted. The Sub Groups tab will be disabled until all mandatory attributes are entered. Figure 89-Groups of Groups form-creating a new Group Enter all the required attributes. If the Network type for this group has been defined as not automatically generating the unique key, the value for the Unique field will also be displayed in the Flexible attributes panel Click on [OK] to save the changes. The Sub-Groups tab will now be enabled. For more information on how to add Sub Groups see the Add Members button section. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 130

132 Closing a Group of Groups Groups of Groups may be closed by using the [Close Group] in the form. This feature is only available to Users who have been flagged as 'Unrestricted' in the Users - HIG1832 module (refer to the General System Admin Guide). When the close Groups of Groups button is pressed, a Close dialogue window will be displayed as shown in the figure below. Figure 90-Close Groups of Groups dialog When a Group of Groups is Closed (End Dated), the closing of member Groups will cascade down through the Group Hierarchy, closing each member Group, which is a member of the parent Group by virtue of a Network Type Inclusion. This will continue until the Autoinclusion 'chain' is broken. This could potentially cascade down to the Datum Element level, therefore End Dating the Datum Elements and all Assets, etc located on the affected Datum Elements. Two additional check boxes are provided to cater for the optional Closure (End Dating) of Groups and Datum Elements within the selected Group Hierarchy which are not 'children' within a Network Type Inclusion (Autoinclusion). Close Member Groups If this option is selected then any Sub Groups within the Group Hierarchy which do not exist within a Network Type Inclusion (AutoInclusion) will also be End Dated. If this option is not selected the [Close Datum] checkbox will be disabled. Close Datums This option is only available if the [Close Member Groups] check box has been selected and Datum Elements exist within the Group Hierarchy. If selected, any Datum Elements which do not exist within a Network Type Inclusion (Autoinclusion) but are members of a Group within the Hierarchy which is to be End Dated will also be Closed. If Datum Elements are End Dated any Asset records which are located on the Closed Elements will either be End Dated if the Asset record Type has been flagged as Replaceable in the Inventory Metamodel NM0410 module, or the Asset record Location will be End Dated if the End Location Only flag has been checked, leaving the Asset record Open. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 131

133 Reclassify Elements The Reclassify functions supported in the current version of Spatial Manager are: Changing the Admin Unit of a Datum or Group Element. Renaming of datum and group elements. An entire Route or Group may be renamed by selecting the required Route or Group and adding a new Route or Group Name in the Unique field. Changing the Start or End Node of an existing Datum or Group Element You should use the Reclassify Form - NM0220 in the highways application to gain access to the remaining reclassification functions (Change Group/Network Types) How Reclassify works Figure 91-Reclassify scenario When an Element is Reclassified a new Element is created with a Unique Reference derived from the values added for the Network Type Attributes and all Group memberships of any Groups of which the Element was a member are amended accordingly. A full historical record is retained of the Element(s) / Route Reclassified and can be viewed by using the Effective Date functionality. Validation is carried out on Asset records, which are located or partially located on any Elements which are Reclassified. If an Item of Inventory is wholly located within the extent of an Element which is being reclassified, the location of the Item will be updated to reflect the new Element, providing that the Inventory Type may be located on the Network Type associated with the new Element. If this is not the case the Asset record will be End Dated if the Inventory Type has been Flagged as Replaceable in Inventory Types NM0410. The figure below provides an example on a scenario relating to inventory locations when reclassifying elements: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 132

134 Items of 3 different Types have been located on the Route. PAOR and ADMA are continuous whilst GRID is a point Item. The table below shows the Inventory locations for the Route Item Route Start End Part of the Route is to be Reclassified as a Local Route. The new local Route will encompass Elements M999/3-S and M999/4-S. These Elements must be Reclassified to change their Network Type and Attribution values. All Item Types have been defined as Replaceable and the ADMA and GRID Item types have been defined as being allowed to be located on both Classified Routes and Local Routes. Inventory Type PAOR is only allowed to be located on Classified Routes. The Inventory locations after the Reclassify operation has been conducted are as follows: Note that only users who have been flagged as Unrestricted in HIG1832 Users may carry out a Network Close operation. If a 'restricted' user attempts this operation an error message will be displayed. To reclassify an element: Select the datum or group layer that you want to reclassify from the tree view Use the [Select Feature] tool from the ArcMap toolbar and click and drag to highlight the element you want to reclassify. For more information on selections, see also the How selections work in Spatial Manager section. Select the [Reclassify Element] option from the SM menu. If more than one network element is selected a dialog will display containing a tree view listing the Unique Names of the selected elements: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 133

135 Figure 92-Select Feature dialog Clicking on an element Name will flash the relevant feature on the map. Double-clicking on an Element name or pressing the [OK] button will close the selection window The Reclassify Element Wizard dialog will display Select the required reclassification function and press [Next] Changing the Admin Unit To change the Admin Unit, select the [Change the Admin Unit] radio button Figure 93-Reclassify Form-Change Admin Unit Step 1 Copyright Exor Corporation Ltd, England, 2006 All rights reserved 134

136 Figure 94-Reclassify Form-Change Admin Unit Step 2 Exor Leading the way in Infrastructure Asset Management Solutions The first screen will display the read-only details of the element to be reclassified. Click on [Next] Select the new Admin Unit from the drop-down list. Click on [Finish] to complete the Reclassify. Renaming an element To rename an element, select the Rename Element radio button Figure 95-Reclassify Form-Rename Element Copyright Exor Corporation Ltd, England, 2006 All rights reserved 135

137 The first screen will display the read-only details of the element to be reclassified. Click on [Next] Figure 96-Reclassify Form-Rename Element Step 2 This screen is divided in two panels. The top panel will display as read-only the flexible attributes, which are part of the Unique key of the element. The bottom panel will display the same information. Change the displayed values to define the new unique values for the element. Click on [Finish] to complete the Reclassify. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 136

138 Change the Start/End Nodes of an element Figure 97-Reclassify form-change Start/End nodes Select the [Change Start/End Nodes] radio button from the Reclassify form. The first screen will display the read-only details of the element to be reclassified. Click on [Next] This screen is divided in two panels. The top panel the current Start and End nodes. The bottom panel will display the same information in an editable format. Enter the new start or end node id as required. Alternatively, click on the buttons next to the node descriptions to select the corresponding node from the map. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 137

139 Figure 98-Reclassify-Changing Start/End nodes If when selecting from the map, more than one node is selected a drop-down list will be displayed which will list all the selected nodes as shown below: Figure 99-Reclassify-Select node Select the new node from the list. This will populate the reclassify form with the selected node id and description. Click on [Finish] to complete the Reclassify function. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 138

140 CHAPTER 8 Working With Network Extents Network Extents can be used widely throughout the Exor product set for viewing and querying data or for locating assets on a Network. A Network Extent may contain Network Elements from different Group Types or different Network Types depending on its intended use. This chapter describes how to create and edit Network Extents using Spatial Manager. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 139

141 Creating an extent from the selected network elements Network Extents can be created by selecting a set of Elements and clicking on the [Create New Extent] button. A Network Extent may be exclusive to the User that creates it, or may be made Public. If Public is made the Owner of a Network Extent then all Users will have access to it. A Network Extent can be created for a Network as it was at any date by setting the Effective Date field in the User Preferences form. The [Create New Extent] button is available from the Network Extents tab in the TOC. It can be used when there are records selected from any of the network layers in the map view. It displays a dialog window for the name, description and owner of the new extent to be entered. If you only want to add elements from a single layer (datum or group) turn any other layers of and then use the select feature tool to select the elements. See also the How selections work in Spatial Manager topic Figure 100-Create Network Extent dialog Name Enter the name of the new extent Description Enter a description for the new extent Owner This combo box will only accept the current user name or 'PUBLIC'. If the Owner is defined as PUBLIC all users will have access to this Extent. An extent created this way will always contain the full length of each of the selected elements. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 140

142 Creating partial extents Figure 101-Create Network Extent Wizard-Step 1 Use the [Create Partial Extent] button at the bottom of the Network Extents tab in the TOC to create partial extents. Clicking on it will launch the Create Network Extent Wizard, which is described below. Create Network Extents Wizard - Step 1 Figure 102- Create Network Extents Wizard Step - 2 You will need to select whether to use a selected graphic or an existing map layer to define the extents. If no graphic is selected, this option is disabled. Spatial Manager only allows a single graphic to be used as the 'cookiecutter' to define the Network Extent. If more that one graphic is select a message will inform you. Create Network Extents Wizard - Step 2 Copyright Exor Corporation Ltd, England, 2006 All rights reserved 141

143 Figure 103-Create Network Extents Wizard -Step 3 If you have selected the [Use layer] option, a list of available polygon layers will be displayed to select from. The list will contain layers that are currently displayed in the map window. When you select a layer, the [Field Name] combo box will be populated with the character fields available in this layer. The [Owner] combo box will only contain the user name you are logged in as and 'PUBLIC'. If the Owner is defined as PUBLIC all Users will have access to this Network Extent. An example is shown below. When using a layer, multiple network extents will be created one for each polygon record. The name and description of the extent will be taken by the specified field names. If you have selected the [Use Graphic] option, this step will display the [Name], [Description] and [Owner] for the new extent. Create Network Extents Wizard - Step 3 The last step will display a brief description of the settings chosen by the user. You can go back to change the settings, or click [Finish] to create the extent. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 142

144 Note that if the cookie-cutter polygon (either a feature from a polygon layer or a polygon graphic), intersects any network elements more than once the following warning will be displayed: If you click on [Yes], the extent will be created, but without the multipleintersecting elements. Clicking on [No] will cancel the Create Extent operation. Adding members to Network Extents Figure 104-Add members to Extent dialog To add members to a Network Extent: Select the datum elements or Groups from the Data view you want to add as members Click on the Extents Tab Select the Extent Name from the tree view Right-click on the name and Select [Add Members] The dialog window shown below will be displayed listing all the currently selected datum elements or groups in the Data View Check/Uncheck the elements you want to add. By default all selected elements will be checked. You can use the [Flash] button to highlight an element or group. Click on [OK]. If the elements have been added successfully, the following dialog will be displayed: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 143

145 Copyright Exor Corporation Ltd, England, 2006 All rights reserved 144

146 CHAPTER 9 Editing Asset Records This chapter describes how to edit asset records using Spatial Manager. It is divided into the following sections: Asset Attributes Form Creating New Assets Editing Asset Locations Creating Off Network Assets Editing Off Network Assets Copyright Exor Corporation Ltd, England, 2006 All rights reserved 145

147 Asset Attributes form Figure 105-Asset Attributes form This form is used to enter new, modify existing or End-Date (close) existing items of inventory. The form can be displayed by: Selecting the [Attributes] option in the context menu (right-click) of an asset layer when asset records have been selected on the map. After selecting the [Create Asset] tool in the Spatial Manager toolbar. For more details on how to create Assets please refer to Creating New Assets. Note that Asset records may also be End Dated by some Network editing operations and when adding Exclusive Asset Types. This form enables individual asset records to be entered or the defining characteristics of the asset record held as flexible attributes to be maintained. Cross Attribute Validation may also be imposed by defining the appropriate rules in the Cross Attribute Validation Setup--NM0550 form. Asset records that are End-Dated are NOT deleted from the Exor database; instead they are hidden from normal display. Closed Asset records may be viewed by setting the Effective Date in the User preferences window to a point in time when the required Asset record was not End-Dated Copyright Exor Corporation Ltd, England, 2006 All rights reserved 146

148 Inventory Locations are displayed relative to the Route(s) and Datum Elements on which the Inventory is placed on the Route and Datum Tabs respectively. A single Asset record may span multiple Routes or Groups. Any changes made to an asset record after it has been entered into the Exor database are recorded and can be reported on to provide an audit trail of Inventory updates or changes. Type (Display Only) The Asset record Type description will be displayed. XSP (Display Only) If an XSP has been enter for the Asset record in the XSP field on the Asset records window the XSP description for the Inventory Type (as defined using Inventory XSPs - NM0306) will be displayed. Detailed XSP (Optional) This field is only used for UKPMS condition data. Surveyed By (Display Only) If this asset record was loaded onto the system as a result of a DCD inspection the Inspectors initials will be displayed, otherwise the field will be auto populated with the text No DCD Inspector. Admin Unit (Required) (List) Enter the Admin Unit code for the Admin Unit to which this Asset record belongs. Only Users who have been granted access to this Admin Unit area in Users HIG1832 will have access to this Asset record. Asset records having different Admin Units of the same Admin Type and at the same level within an Admin Unit hierarchy may not overlap on a given Element. If when the Item location is entered the system detects this conflict, a message will be displayed preventing the placement of the Item. The List Of Values is restricted to those Admin Unit areas of the Admin Types associated with the Network Types on which Asset records of this type may be located. Inventory Types are associated with Network Types using the Networks window on form Inventory Types NM0410. Admin Types are associated with Network Types using Network Types - NM0002. Notes (Optional) Enter any notes required. A maximum of 40 characters is allowed. Length (Display Only) If the Asset record is Continuous and is located on a network, the length of the Item will be automatically calculated and displayed. The unit of measurement used to display the length will be determined by the unit defined for the Datum Network type on which the item is located. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 147

149 Start Date (Required, Default) Exor Leading the way in Infrastructure Asset Management Solutions The date the Asset record was loaded onto the system will be displayed. If the Asset record is entered manually the default is the system date. Note that once the Asset record is saved to the database the Start Date in non updateable. End Date (Optional) To effectively remove the Asset record from the system, enter an End Date. Closed Asset records may only be viewed by setting the Effective Date date in the User Preferences window, to a date when the Asset record was Open. Flexible Attributes The defining attributes and their current values for the Asset record will be displayed here. These will have been previously set up using Inventory Metamodel - NM0410. Mandatory attributes will be highlighted. If Cross Attribute Validation Rules has been defined for an Attribute using Cross Attribute Validation Setup NM0550 and the data entered is invalid the appropriate Error message will be displayed. Asset Locations Tabs The Route and Datum Tabs are used to display the location(s) of an Asset record on a Network relative to the Route(s) (linear groups), member Datum Elements and Groups (non linear) on which it is located. The Network Type, Group Type, Group Description and Unit of Measurement are displayed for the currently selected record in the [Route] tab. The Unit of Measurement displayed will be in accordance with the Unit defined for the Group Type or Datum Type Network on which the item is located. The [Groups] tab displays the name (Unique) and Description of any nonlinear Group of Sections (e.g. Town) the asset is located against. Figure 106-Asset Location Tabs If the Product Option 'INVRTETAB' is set to 'Y' the Route Tab will be the default display tab, otherwise the Datum Tab will be defaulted. If the Asset record is split and contains a break, or the Datum Network Element(s) belongs to multiple Linear Groups, the Route Tab will display the Start and End Offsets, relative to the Route, of each chunk of the Asset record. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 148

150 Figure 107-Popup menu for asset locations Exor Leading the way in Infrastructure Asset Management Solutions Right-clicking on a location record will display a popup menu from where you can select, Zoom or display the Attributes form for the specified network element The locations tabs will be blank if the asset does not have a network location. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 149

151 Creating new Assets This topic describes the process of creating new assets that are located on the network. For off-network assets please refer to the Create off-network Assets topic. How To create a new Asset Make sure the asset layer you want to add to is displayed. For more information on how to display asset layers click here. Display the route or datum layer you want to locate your asset against. For more information see Adding network layers Select the route or datum layer from the Group tree Click on the Create Asset tool in the Spatial Manager toolbar. The Select Asset window will be displayed. Select the asset type you want to edit. Figure 108-Select Asset Layer dialog Figure 109-Creating a new asset Selecting the element Click back to your map (Data View) to select the route you want to locate the new asset against. The route will be highlighted and a floating window will be displayed showing the current offset along the route. Move along the route to find the required location for the start position of your new asset. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 150

152 Click on the start position and start tracing the new asset along the selected route. The shape of the asset will be displayed in red. Figure 110-Creating a new asset-tracing Figure 111-Creating a new asset-asset dialog Click on the end position. The Assets form will be displayed. Mandatory attributes will be highlighted. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 151

153 If the asset has been traced against a route, only the Route Tab in the Asset Locations tab will be enabled. Note that if you digitized the new asset in the reverse direction (start offset > end offset) Spatial Manager will 'swap' the start and end offsets. You can edit the start and end offset fields to the exact value you require. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 152

154 Edit Asset Locations Figure 112-Select Asset dialog This functionality is available from the [Edit Asset Location] option in the Spatial Manager toolbar menu. The option will be available when records from an asset layer or layers are highlighted (selected). The user will first need to select the asset to edit from the Select Asset window. The dialog will list any asset layers that satisfy the following criteria: Have been added to the map Have selected features Can be located along the currently selected Datum or Group Network type as defined in the Inventory Metamodel - NM0410 form Are flagged as Updatable in the GIS0010-GIS Themes form. Clicking on the [Flash] button will flash (blink) the selected asset. Doubleclicking on an item in the list or clicking on the [OK] button will pan & zoom to that asset. Selecting [OK] will close the dialog and select the asset for editing. Once an asset has been selected a modeless window will be displayed to define the new location. Locations will be retrieved against the currently active datum layer or LRM. Relocating a point asset To relocate a point asset: Using the Select feature tool click-and-drag in the map to select the asset you want to change its location. Click on the tree view to highlight the Datum or Route layer name Copyright Exor Corporation Ltd, England, 2006 All rights reserved 153

155 From the SM menu, select [Edit Asset Location ]. The select asset dialog will display. Select the Asset layer you want to edit and click on [OK]. The following dialog will display: Figure 113-Editing the location of a point asset Click on the Set Start radio button and click along the active network layer to define a new position. The system will attempt to find the closest element to the click location using the predefined search tolerance. The dialog will be populated with the selected element and offset. You can edit the [Offset] and [Effective Date] values as required. Note that XSPs cannot be defined as they are currently carried in the asset record. [Element] and XY entry boxes will be readonly Click on [OK] to commit the new location Relocating a continuous asset Figure 114-Editing the location of a continuous asset To edit the location of a continuous asset: Using the Select feature tool click-and-drag in the map to select the asset you want to change its location. Click on the tree view to highlight the Datum or Route layer name From the SM menu, select [Edit Asset Location ]. The select asset dialog will display. Depending on which layer (datum or linear group) is highlighted in the tree view, you now have two options: Locate against a datum layer If the datum layer is highlighted the following dialog will display: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 154

156 Figure 115-Selecting an LRM to locate a continuous asset Exor Leading the way in Infrastructure Asset Management Solutions Click on the [Set Start Location] radio button Click along a network element to specify the start location for the asset. A green rectangle will appear at the click point to specify the start position. Select the [Set End Location] radio button Click along a network element to specify the end location for the asset. A red rectangle will appear at the click point to specify the end position. These steps can be repeated as often as needed. When you are happy with the start and end elements and offsets click on the [OK] button. This will bring a dialog containing a list of all the Groups passing through the Start and End Points Highlighting each Group will cause the new shape location to flash. Doubleclick on the Group to zoom to that location. If the route selected does not contain any sub-classes (e.g. does not contain divided highways), the sub-class drop-down list LOV and the [Exclusive]/[Ambiguous] radio buttons will be disabled. You can accept the default effective date (today) or change it using the build-in calendar Click the [OK] button to commit the new location to the database. Locate against a linear group layer NEW SCREENSHOT?? Figure 116-Relocate asset along linear group If a route layer is highlighted, the mouse cursor will change to a crosshair. Click along the route where you want the asset relocated. Trace the new location for the asset. Refer also to Creating new assets section for more details on tracing. Click to end the trace. The Relocate Asset dialog will display Copyright Exor Corporation Ltd, England, 2006 All rights reserved 155

157 If the route selected does not contain any sub-classes (e.g. does not contain divided highways), the [Sub-class] drop-down list and the [Exclusive]/[Ambiguous] radio buttons will be disabled. Click on OK to relocate the asset Copyright Exor Corporation Ltd, England, 2006 All rights reserved 156

158 Creating off-network assets Off network assets are defined as those assets in the exor database that do not -necessarily- have a network location i.e. they have their own, 'independent' shapes. The geometries of these assets can be points, lines or polygons. Te process to create and edit them resembles that for datum elements. This section describes the steps to create and edit/reshape a polygon asset. The same process applies to either lines or points. Note that for an asset to be classed as 'off-network' it must be flagged as 'Independent' and 'Updateable' i.e. the Dependency field must be set to 'I' and the [Location Updateable] check-box must be checked in the GIS0010-GIS Themes form. To create a new off-network asset (in this example a polygon type): Select the layer name from the [exor Groups] tab. The [Create New <layer_name>] button will be enabled in the Spatial Manager toolbar. Click on the [Create New <layer_name>] button in the SM toolbar The Asset Attribute form will be displayed Figure 117-Off-network Asset Attribute s NEW SCREENHSOT Minimize the dialog for now to digitize the new polygon. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 157

159 Start digitizing the geometry of the new polygon on the map. Doubleclick to finish. Bring back the Asset form and enter the attributes as required Press [Save] to save your changes. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 158

160 Editing off-network assets You can change an off-network asset attributes by selecting (highlighting) the asset in the map and then calling the Assets form. For more information on how to edit asset attributes please refer to the Asset Attributes form topic. Since the geometries of the off-network assets are -as their name impliesindependent on the underlying network shape you can also edit their geometries by simply reshaping their shapes, very similar to the way the Datum Element reshape works. To edit the location or shape for an off-network asset: Click on the Asset layer name in the tree view. Select (highlight) the feature in the asset layer you want to edit. Click on the [Reshape] tool. The asset attributes form will be displayed and the vertices that make up the geometry will appear. To move any of the vertices hover your mouse over them and click-and-drag to move the vertex to a new location. To move the whole shape to a different location, hover your mouse over the shape where no vertices exist, click and drag the shape to the new location. The vertices will disappear. Click on the Edit Feature tool -which will already be active- to make them appear again. Copyright Exor Corporation Ltd, England, 2006 All rights reserved 159

161 APPENDIX A- Flexible Attributes Flexible attributes for each network type are defined using the Network Types-NM0002 module in highways. Flexible attributes allow for the handling of different types of network or Linear Referencing Systems. This could include, for example, Road, Rail, Ferries, Drainage, Rights of Way, Pipelines, and Utility Networks. Many Road Transportation agencies may use one Network type for Primary and one Network type for secondary roads. Such users are then free to expand the system and use Network Manager to maintain other networks they require such as Rail, Drainage and electrical. The Basic Network Type will be flagged as being a Datum. Network Elements of this type must have a Start Node and End Node and a Length associated with them. Datum Network types will also be flagged as being Linear. This Linear Datum concept underpins the Linear Referencing System and allows for Multiple Linear Referencing methods. This datum will provide direction and connectivity to enable Network Manager to derive each of the linear referencing methods required. The user can then assign Linear Referencing Methods as views or layers on this datum. In North America for example, this will enable a LRS to be developed that conforms to the NCHRP model. In the UK, this allows for the storage and manipulation of National Street Gazetteer (NSG) data. Different naming conventions for different Network Types can be catered for, by using the flexible attribution available within the NM0002 form. These Network Type names may be free text entries or may be derived, based on, for example, ownership and route membership. Unique values for Element numbers may also be generated automatically from internal system sequences. Each Network Type may have a property of Inclusion. This is the Inheritance of Group membership based on the association of a member with the parent group via a common network Attribute, Unique Name, Admin Unit etc. Multiple Type Inclusions are also permitted whereby a Network Element, or Group may be automatically included in more than one parent Group. When a Network Type Inclusion is applied to a Datum Network Type, any Network Elements of the Network Type will be automatically included as members of its parent group(s). If the parent group is a Linear Group, connectivity rules will be used to derive the Elemental offsets or Copyright Exor Corporation Ltd, England, 2006 All rights reserved 160

162 displacements along the Route. Note that the parent Network Type specified in a Type Inclusion for a Datum Network Type may be the Network Type associated with a NON-Linear group. Network Type Inclusions may also be defined for Network Types associated with Network Groups, whereby a Group is automatically added as a member of another Network Group, thus forming a Group of Groups. If when creating a new Network Element or Group which has a parent Type Inclusion defined, the parent group does not already exist, it may be created automatically by the system if the [Auto-Create] checkbox on the [Type Inclusion] panel is selected for the appropriate Network Type inclusion. When creating an Element of this Network Type via the Elements NM0105 module a List of Values will be provided for the Attribute which has been defined as the Child Column in the Network Type Inclusion. If the parent Group does not yet exist the List of Values may be cancelled and the appropriate value added for the Attribute. The value entered will follow and formatting rules specified in the Format field of the Type Columns panel. When the Element is saved the Parent Group will be created with the Group Unique being derived from the value entered for the Child Attribute. The parent network type and parent/foreign keys used to establish the network association are defined using the Type Inclusion window. Each Network Type may be sub-defined by adding a Network Type Subclass. These Subclasses may be used as part of the Network Type naming convention and in establishing the connectivity along the parent route group. For example, a Road Network Type of Classified Roads may have these Network Type Subclasses: Single Left Right This would define whether a Network Element of this type was a Single carriageway, the Left side of a dual carriageway or the Right side of a dual carriageway. Network Type Subclasses are set up using the [Type Subclass] window. Network Types may be added for use when creating new Network Element Group Types which have differing naming conventions, Units of measurement or in the case of non-linear groups, have no unit of measurement e.g. a group based on a geographical region. APPENDIX B- Additional Data Base Datum Network Types or Group Types may have Additional Data associated with them in order to provide extra Network Attributes and/or to tag relevant data to a Group or Base Datum. This mechanism is used to Copyright Exor Corporation Ltd, England, 2006 All rights reserved 161

163 provide the additional attributes required on RMMS Maintenance Sections within the UK and Associated Street Data (ASD), e.g. Reinstatement Category or Traffic Sensitivity on Level 1 Streets within the National Street Gazetteer. Additional Data is held internally as Asset Data and therefore an appropriate Asset Type must be defined with the relevant attributes using the Inventory Metamodel NM0410 module (refer to the Asset Manager System Admin Guide for details). When defining the Associated Data Asset Type(s) the following rules must be observed: The Asset Type Category must be G Additional Data The Admin Type of the Asset Type must be the same as the Admin Type of the Network Type / Group Type to which it will be associated A User must have NORMAL Role based and Admin Unit based access to the Asset Type in order to create a Network Element with AD Additional Data falls into 1 of 2 categories, namely Primary and Non- Primary. Primary AD is treated as additional attributes of the Network or Group to which it is associated and is maintained along with the actual Network Attributes on the Attributes Tab of the relevant Form. Only a single Primary AD Item, i.e. one set of attributes, will be created for a Group or Network Type. This will be created automatically be the system when a new Group or Network Element of the type associated with the AD Type is created. Primary additional attributes will be displayed in the [Flexible Attributes] tab in the forms with a (+) sign in front of the attribute name. Non Primary Additional Data may be used to associated events or other information with a Network Element or Group. For example a Street may have many associated Reinstatement or Special Designations. Each of these event types would be held internally as a different Asset Type and associated with the appropriate Network Type and or Group Type combination. If a Network Type or Group Type is only permitted a single record of a particular Associated Data Type, this may be enforced by checking the Single Row check box. Non Primary AD is maintained using the Additional Attributes Tab on the appropriate Form. An example is shown below: Copyright Exor Corporation Ltd, England, 2006 All rights reserved 162