May EMMa - ECDC Map Maker User Guide

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1 May 2015 EMMa - ECDC Map Maker User Guide

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3 EMMa User Guide Contents Contents Introduction to EMMa... 8 Document edition... 8 Copyright... 8 Trademarks... 8 Downloading the PDF version of the user guide... 8 Understanding EMMa... 9 Anatomy of a map Technology Mapping basics Mapping layers Basemap CSV data Layers and symbols NUTS codes Point Geometry Polygon Geometry Multiple layers Transparent layers GIS Services Map projects What can I do with EMMa? Quick start exercise Registering as a user Accessing EMMa Downloading the sample CSV file Importing a CSV file into EMMa Creating a map layer Exporting your map as an image file Saving your map Opening a map project The EMMa web interface Browser requirements Internet Explorer Firefox ECDC May 2015 All rights reserved. Page 3 of 198 Edition 1.3.4

4 EMMa Contents Chrome Logging on to EMMa Password requirements Changing your password Resetting your password Commands on the menu bar EMMa ribbons EMMa work-flow Before you begin Dataset preparation Data preparation checklist CSV import file format File extensions Case insensitivity Numeric fields Blank fields and zeroes Data types Character conversion in column headers Adding geocodes to your CSV file Finding NUTS and GAUL codes Saving your data as a CSV file Specifying the geocode Geocodes for case-based data Data consistency against defined data types Errors generated from inconsistent values Example of inconsistent data type How coded values are processed Downloading data from TESSy Query results The CSV file format End of line characters Other delimiters and dealing with commas used for decimal marks Dataset import Accessing EMMa Importing data Step 1: Upload a CSV file Step 2: Select summarisation ECDC May 2015 All rights reserved. Page 4 of 198 Edition 1.3.4

5 EMMa User Guide Contents Step 3: Summarise Data types Example of incorrect data type Working with datasets in EMMa Viewing an imported dataset Updating an imported dataset Exporting a dataset Deleting a dataset Renaming a dataset Mapping TESSy data Downloading TESSy data Importing TESSy data into EMMa File import errors Error: Cannot open file Error: No geocoding field Error: Incorrect field name Error: Incorrect geocode Map layer creation Creating a map layer Saving your maps Opening a map project Configuring polygon geometric layers Polygon geometry - configuring with a single symbol (fill) Polygon geometry - configuring graduated colours Polygon geometry - configuring regions with unique values Configuring point geometric layers Point geometry - configuring a single symbol Point geometry - configuring graduated symbols Point geometry - configuring symbols with unique values Point geometry - configuring proportional symbols Configuring layer symbolisation from the ribbon Class breaks Borders between regions and countries Layer management Working with layers Selecting a layer Renaming a layer ECDC May 2015 All rights reserved. Page 5 of 198 Edition 1.3.4

6 EMMa Contents Changing layer positions Adjusting layer transparency Hiding a layer Removing a layer Configuring pop-ups Filtering a layer Importing layers into a map Searching for content Browsing map services Service details Changing the basemap Selecting multiple features Zoom to a selected feature Export selected feature attributes Find nearby features Editing CSV files for a map project The attribute table Selecting attributes Using the attribute table Collaborating for map creation Map export Understanding the Map Export view Inserting an ECDC logo Configuring your map for export Selecting page layout Customising the legend Configuring the visibility of small countries Using the zoom feature Defining the size of an output image Restoring the default export settings Exporting your completed map PNG or JPG? Uploading your map to the Geo Gallery Glossary Index ECDC May 2015 All rights reserved. Page 6 of 198 Edition 1.3.4

7 EMMa User Guide Contents ECDC May 2015 All rights reserved. Page 7 of 198 Edition 1.3.4

8 EMMa Introduction to EMMa Introduction to EMMa EMMa - ECDC Map Maker - is a configurable, web-based mapping application that enables you to visualise epidemiological data that are graphically overlaid on a map, known as the basemap. Maps make it much easier to identify and illustrate trends, but have previously required a very long time to create. EMMa now lets you create illustrative maps in hours or even minutes. EMMa is easy both to learn and to use for people who already possess basic computer skills; most people can create their first map in less than half an hour using the sample data provided. User documentation This user documentation applies to EMMa version 1.3, and to any future product releases unless contra-indicated in new editions. The EMMa user documentation is provided in two formats: Online Help: The EMMa online help system that provides information about EMMa in general and describes how to use EMMa. User Guide: The user guide contains the same information as the help system, but in a printable and downloadable PDF format. Document edition This user documentation is version 1.3.4, where: 1.3 is the EMMa version number. 4 is this edition of the documentation for that release. Copyright Copyright European Centre for Disease Prevention and Control, All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means without prior written permission of European Centre for Disease Prevention and Control. Trademarks Product and company names mentioned herein may be the trademarks of their respective owners. Downloading the PDF version of the user guide A PDF version of this user documentation is available. The content in the PDF is identical to the content of the online help. To download the PDF version: 1. Open the EMMa home page. 2. Click Help on the ribbon. The Help webpage opens. ECDC May 2015 All rights reserved. Page 8 of 198 Edition 1.3.4

9 ECDC Map Maker User Guide Introduction to EMMa 3. Find the PDF in the list of EMMa Technical Documents. 4. Click EMMa User Guide start the download. Understanding EMMa EMMa takes CSV input files and uses the data inside to create a layer on a map using NUTS codes (see below). The layers are superimposed on a basemap and the combined output is converted to a graphics file (JPG or PNG formats) for sharing and insertions into documents and so on. ECDC May 2015 All rights reserved. Page 9 of 198 Edition 1.3.4

10 EMMa Introduction to EMMa Anatomy of a map The following annotated map was created using EMMa. It shows a selection of optional features that you can include in a map. Date (optional) Title (optional) EMMa logo (optional but not modifiable). The ECDC logo is not available for external EMMa users. Legends one per feature. Optional, you can select which ones you want to include. Non-visible countries shown as callouts (optional). Basemap visible only where the map is not overlaid with non-transparent layers Scale line automatically produced. Data source optional appears above the footnote. Graduated colours on polygons indicating a disease incidence rate for that country. Disclaimer cannot be removed. Graduated sizes of symbols indicating the number of cases per country. ECDC May 2015 All rights reserved. Page 10 of 198 Edition 1.3.4

11 ECDC Map Maker User Guide Introduction to EMMa Data analysis with maps EMMa enables your readers to extract meaning from epidemiological data so that they can better understand the patterns and trends that mere numbers too often obscure. In addition, the EMMa platform gives you access to the latest geospatial data including statistical division boundaries (NUTS) and administrative boundaries (GAUL). With EMMa you can combine multiple spatial layers from your epidemiological data and produce complex maps showing multiple variables, using different types of representations for those layers. For people analysing epidemiological data, seeing the data in a mapping context greatly increases their awareness and aids a more penetrating analysis for better decision making. Technology EMMa is built on the popular Esri ArcGIS mapping platform and uses SharePoint for user interactions. ECDC May 2015 All rights reserved. Page 11 of 198 Edition 1.3.4

12 EMMa Introduction to EMMa Mapping basics This section describes some of the key concepts of geospatial mapping. Mapping layers In EMMa, you construct a choropleth map by placing layers containing representations of your data onto a geographic map (the basemap). The layers you add contain the shading, or colouring, or symbols that represent your data. Each layer is created from a separate dataset comprised of records that must contain both the data that you want to plot onto the map, and a geocode for each record that relates that record to its geographic location. In Map 1 below, there are two layers, A and B, that we have added to the base layer. This means we are mapping two sets of data, one for each layer. The process consists of first selecting a base layer (which looks like a real map) and then importing your dataset to create a layer on top. Map 1 - Constructing a map from layers The dataset you import must be in a Comma Separated Variable (CSV) file. You use a wizard to import the CSV file into EMMa, and to tell EMMa which variables to use from the file. These procedures are described in detail in later sections of this guide. Note that in the combined image, layer A (blue circle) sits on top of layer B (green polygons), both of which are superimposed on the base layer. Fine tuning the map choosing exactly the right layers, symbols and colours, may take a little longer but in principle you have the tools to create the maps you need for your documents. ECDC May 2015 All rights reserved. Page 12 of 198 Edition 1.3.4

13 ECDC Map Maker User Guide Introduction to EMMa Basemap Map 2 - Sample basemap A basemap depicts background reference information such as national and regional borders, roads and topography. EMMa uses the basemap to visualise the data in a layer spatially, and to rescale data layers. The EMMa default basemap shows the EU/EEA nations and their borders. You can select other predefined basemaps from a basemap gallery. CSV data To produce an epidemiological map, you need to upload a dataset in a CSV file to EMMa. The records in the dataset must contain two types of variable: A geocode (i.e. a geocoding field value) - for example, a two-letter NUTS code. An epidemiological variable - for example, the rate of incidence of measles, per 100,000 population in A section of the dataset in the CSV file with records for three countries might look something like this: AU, 3.81, RO, 4.1, ES, 1.8, Layers and symbols To the basemap you can add one or more layers. For example Map 3 (left) contains a basemap of EU/EEA countries and on top of this a layer of red circles whose diameter depends on the rate of occurrence of the disease. Map 3 - Overlay showing disease rates NUTS codes Each country is associated with a two-letter NUTS code, for example, AU for Austria, RO for Romania, and ES for Spain. EMMa uses the NUTS codes to assign disease variables to each country. These codes are known as geocodes as far as EMMa is concerned; they enable the application to assign attributes to different areas of the maps, such as countries and regions. For more information about NUTS codes and how they are used, refer to the Wikipedia NUTS description, or to a description of the NUTs codes for your country, e.g. NUTS of Sweden. ECDC May 2015 All rights reserved. Page 13 of 198 Edition 1.3.4

14 EMMa Introduction to EMMa Point Geometry The geometry in this case is known as Point Geometry. This means that a point is assigned to each country and then a symbol, in this case a circle, to show the magnitude of variable being displayed, see Map 3. Polygon Geometry The alternative type of geometry for a layer is a polygon, which in effect means an irregular shape. EMMa draws countries using polygons. When you use polygon geometry, you can create a layer that adds coloured shading to each country on the map. Map 4 - Overlay showing coloured polygons In Map 4, the areas are colour-coded according to the prevalence of the disease. Typically, you would add a legend to the map, so that readers could make sense of the data displayed. The colours are graduated with the darker colours representing increased prevalence, as most users would expect. Multiple layers Map 5 shows two layers superimposed on a base layer (not visible). The first layer uses polygon shading (unique colours for each country) while the top layer shows graduated circles as those previously shown in Map 3. Map 5 Layers showing a layer with polygon geometry (circles) superimposed on a layer with polygon geometry (shaded countries). Note that reversing the order of the two layers would result in the circles disappearing because they would be obscured by the layer above (now with the shaded areas). Transparent layers To overcome the problem of one layer obscuring a lower one, you can make the upper layer partially transparent, so that readers can see through the upper layer to a lower one. This can work, but the colours seen may be altered by the colour of the transparency. Effective use of colours and layering may take some time to perfect as evidenced by Map 5. ECDC May 2015 All rights reserved. Page 14 of 198 Edition 1.3.4

15 ECDC Map Maker User Guide Introduction to EMMa GIS Services With GIS services, you can add preconfigured layers for your maps. For example, Map 6 shows the distribution of CO emissions from diffuse industrial releases across the EU regions (Source: EEA/Discomap, 2008) You can then superimpose your own layers on this layer, as necessary. EMMa users can consume WMS from external sources, and from ECDC internal GIS server. ECDC runs two sets of GIS services: a public set (available to all) and a private set available only if you have been nominated and your nomination has been approved. Map 6 Layer imported from a GIS service showing CO emissions from diffuse industrial releases. Map projects A map project includes all the data you have uploaded and the layers and settings you have configured during your EMMa session. Neither your data nor your map layers are saved by EMMa until they are saved in a map project. See Saving your maps. ECDC May 2015 All rights reserved. Page 15 of 198 Edition 1.3.4

16 EMMa Introduction to EMMa What can I do with EMMa? EMMa supports a rich set of interactive display features on maps using imported CSV datasets and/or ArcGIS Server Services. With this web GIS application, you can also do the following: Import epidemiological data to create graphical layers superimposed on a predefined basemap. Import additional spatial data, for example, the location of major cities, from either the internal GIS Server (or from other public GIS Servers); you can then superimpose graphical representations of these data over your basemap. Open additional maps from ArcGIS Online, a free service to all EMMa users. Aggregate imported case-based data using EMMa s summarise feature, without having to process the data externally. Define the appearance of the rendered data using different symbology. Configure the appearance of the pop-up windows when you hover over features on a map. This includes the style of the pop-ups and which fields to display. View tabular data for feature datasets within the map. Select records in the map and see them highlighted in a table and vice-versa. Zoom to layers and selected features. Find items within a specified distance of a selected point feature (this is known as buffer functionality). Export the tabular data from one or more selected items to a CSV file. Export a map as a static JPEG or PNG image to be used as and where you wish; for example, you can print it, embed it in reports or s, or display it on a web portal. Export a map as a Zip file to allow collaborating colleagues to import it into EMMa and work with your map. ECDC May 2015 All rights reserved. Page 16 of 198 Edition 1.3.4

17 ECDC Map Maker User Guide Quick start exercise Quick start exercise This section takes you through an exercise to create a simple map with one layer with proportional symbols, which overlays EMMa s default basemap. If you have already created maps using geocodes or have had EMMa training, you can skip this Quick Start section. The objective of this exercise is to introduce you to creating maps in EMMa using a sample file as an exercise. It is not intended that you use all the EMMa options during this exercise, or that you need to understand all the details needed for multi-layer maps with multiple datasets. Detailed guidelines for are given in the subsequent sections of this documentation. For information on which browsers you can use with EMMA, see Browser requirements. In this exercise you will: 1. Register as a user. 2. Access EMMa. 3. Download the sample CSV file. 4. Import the sample CSV file into EMMa. 5. Create a map layer. 6. Export your map as an image file. 7. Save your map. ECDC May 2015 All rights reserved. Page 17 of 198 Edition 1.3.4

18 EMMa Quick start exercise 1. Registering as a user To register as a user of EMMa: 1. Enter the EMMa Portal s URL in your browser s address bar, or click on the link in the Data & Tools webpage on the ECDC Portal. The EMMa home page opens. 2. Familiarise yourself with the information on the home page. 3. Click Help on the toolbar. ECDC May 2015 All rights reserved. Page 18 of 198 Edition 1.3.4

19 ECDC Map Maker User Guide Quick start exercise 4. Download the How to register to get access to EMMa PDF. 5. Click Home on the toolbar. 6. Click the Not yet registered? or Register link. 7. Follow the instructions in How to register to get access to EMMa. 2. Accessing EMMa To access EMMa: 1. Enter the EMMa URL in your browser s address bar, or click on the link in the Data & Tools webpage on the ECDC Portal. 2. Log on with your username and password acquired when registering (see Registering as a user). ECDC May 2015 All rights reserved. Page 19 of 198 Edition 1.3.4

20 EMMa Quick start exercise The EMMa home page opens. 3. Click Go Mapping. The Go Mapping home page opens. ECDC May 2015 All rights reserved. Page 20 of 198 Edition 1.3.4

21 ECDC Map Maker User Guide Quick start exercise Note that you can now open the EMMa online help. 3. Downloading the sample CSV file Before you start, you must have a valid CSV file that contains some geospatial data. For this exercise you will use a sample file that is both simple and pretested. To download the sample CSV file: 1. Open the EMMa home page, see Accessing EMMa. 2. Click Help on the ribbon. ECDC May 2015 All rights reserved. Page 21 of 198 Edition 1.3.4

22 EMMa Quick start exercise The Help webpage opens. 3. Double-click My First CSV in the Tutorials section to download the My First CSV.csv file. 4. Save the file in a convenient location on your local machine, for example, My Documents. Do not close your browser, as you will need it for the next task. 5. Optionally, open the file in Excel and you will see the first few rows like this: The first row contains the column headers, in this case Country and Cases. No commas when viewed in Excel. No formatting is exported with the CSV file. Any formatting you add will be lost when saved as a CSV file. 6. Close the Excel file. Do not save any changes! 4. Importing a CSV file into EMMa Note that the following description is just a quick start guide for this exercise. A full description of the data import process is given in Data import. To import the My First CSV.csv file into EMMa: 1. Open the EMMa home page, see Accessing EMMa. 2. Click Go Mapping. ECDC May 2015 All rights reserved. Page 22 of 198 Edition 1.3.4

23 ECDC Map Maker User Guide Quick start exercise The EMMa basemap opens. ECDC May 2015 All rights reserved. Page 23 of 198 Edition 1.3.4

24 EMMa Quick start exercise 3. Click Add Dataset on the Application ribbon, or click Add Dataset in the Dataset Management pane, to open the wizard. The Data Import Wizard opens. 4. Click Browse to navigate to where you saved the My First CSV.csv file when Downloading the sample CSV file. 5. Click Open. The Data Import Wizard recognises the Country field in the My First CSV.csv file as a geocode (i.e. geocoding field value) and requests confirmation that this field should be used. 6. Click OK. 7. Click Import in the Data Import Wizard. ECDC May 2015 All rights reserved. Page 24 of 198 Edition 1.3.4

25 ECDC Map Maker User Guide Quick start exercise A confirmation message is displayed and your data import is now complete. 8. Click: Create layer from the dataset to proceed to the procedure described in step 2 in 4. Creating a map layer. Or Not now in the confirmation message box. The basemap is now displayed and the data you have uploaded is listed as a dataset in the Dataset Management pane. ECDC May 2015 All rights reserved. Page 25 of 198 Edition 1.3.4

26 EMMa Quick start exercise 5. Creating a map layer In EMMa, you construct a choropleth map by placing layers containing representations of your data onto a geographic map (the basemap). The layers you add contain the shading, colouring, or symbols that represent your data. The My First CSV.csv file contains both data on cases of measles and geocodes (i.e. geocoding field values) that relate the case data to specific geographic locations. To add the My First CSV data as a layer: 1. Click Create Layer on the Application ribbon, or click the Create Layer icon in the Dataset Management pane. If you have selected Create layer from the dataset in 3. Importing a CSV file into EMMa, step 1 is bypassed. The Create Layer dialogue box opens. The file you are currently importing (My First CSV in this example) is listed as the default option in the Dataset drop-down list. 2. Select the field for symbolisation (Cases in this example). 3. Enter a title that will reflect the content of your map as the Map layer name (Measles Test 2010 in this example), or accept the default name. ECDC May 2015 All rights reserved. Page 26 of 198 Edition 1.3.4

27 ECDC Map Maker User Guide Quick start exercise 4. Select the geometry type, i.e. decide whether you want to use polygon or point geometry for your layer (point geometry in this example). The symbolisation method gallery is now displayed 5. Click a symbolisation method to select one (Graduated Symbols in this example). The Class Breaks Configuration dialogue box opens. 6. Check the Properties frame to confirm which field is being used for plotting the data. In this example, the Field parameter must be Cases (1); if it is anything else, then your map will not show the data related to the number of cases. 7. Reduce the Size value to 22, as shown above (2). This prevents overlapping symbols in this example. ECDC May 2015 All rights reserved. Page 27 of 198 Edition 1.3.4

28 EMMa Quick start exercise 8. Click OK. The layer is added to the Map Contents list and shown superimposed on the basemap. You can turn the Measles Test 2010 layer on and off by checking and unchecking the check-box in the Table of Contents pane. 6. Exporting your map as an image file You can now export your map as a PNG or JPG image file for inclusion in documents. 1. Click Create Image on the Application ribbon. ECDC May 2015 All rights reserved. Page 28 of 198 Edition 1.3.4

29 ECDC Map Maker User Guide Quick start exercise The Map export form opens. By default, the map saves as a landscape graphic with a resolution of 1459 x 912, which is suitable for standard A4 pictures. For this exercise, you can export the map as it is, or you can experiment with the settings and save the modified version. 2. Click Export map. The Windows Save As dialogue box opens. Specify the file type: JPG or PNG. Both will work in standard documents. 3. Navigate to your Exported Maps folder, name the file, and then click Save. The file is now saved in the folder you specified, in the format you specified. You can now import your map into any document, as necessary. 7. Saving your map Neither your dataset nor your map layer is saved until you have saved them in a map project. A map project saves the layers you have configured during your EMMa session, including their symbols and underlying datasets, as files packaged in a Zip file. If you are collaborating in a map development task, you can distribute the Zip file and colleagues can then import it into EMMa and work with your map. To save your map project: 1. Click Save on the Application ribbon. ECDC May 2015 All rights reserved. Page 29 of 198 Edition 1.3.4

30 EMMa Quick start exercise 2. Click Browse and navigate to the folder where you want to save your project. 3. Click Save. A confirmation message is displayed if the save has been successful. Opening a map project After you have saved your map project, you can open it again to import your map layers and settings directly into the basemap. To open your map project: 1. Click Open on the Application ribbon. 2. Click Browse in the dialogue box. 3. Navigate to the folder where you have saved your project. 4. Click Open. Note that if you try to open a project while you have data open in the basemap, you will be prompted to confirm that you either must save the open data as a new project, or lose your open data. This concludes your Quick Start session. ECDC May 2015 All rights reserved. Page 30 of 198 Edition 1.3.4

31 ECDC Map Maker User Guide The EMMa web interface The EMMa web interface When you have selected Go Mapping and then clicked the Start Mapping Here button, see Importing a CSV file into EMMa, EMMa s main web page opens. The EMMa web application is based on SharePoint, from which it inherits many features. You can access most of the functions from the menu bar, which works in a similar way to the menu bars in Microsoft Office applications such as Word and Excel. The web interface consists of four main sections, as illustrated in Figure 1. These sections are described in Table 1. Figure 1: EMMa web interface sections Table 1: EMMa web interface sections ECDC May 2015 All rights reserved. Page 31 of 198 Edition 1.3.4

32 EMMa The EMMa web interface Menu bar The menu bar enables you to navigate to EMMa s different commands, including the three ribbons the Application, Layer and Symbols ribbons. As you switch between these ribbons on the menu bar, the available commands change. Note that some commands require a particular type of object to be selected for the command to be activated. Table of Contents pane The Table of Contents pane enables you to access the Map Contents, Search and Browse functionalities: Use the Map Contents pane to select a basemap and to manage layers. This includes adding layers, specifying the order of the layers, and turning layer visibility on and off. Use the Search pane to search for spatial data from three principal external online sources: geonames, ArcGIS resources, and the internet. Use the Browse pane to add spatial data to a map directly from the internal ECDC GIS server, or from GIS servers from selected external sources (e.g. EEA). Dataset Management pane The Dataset Management pane enables you to select the data for creating layers, and to edit, update, export and delete data. Basemap A basemap depicts background reference information such as national and regional borders, roads and topography. EMMa uses the basemap to visualise data in a layer spatially, and to rescale data layers. The EMMa default basemap shows the EU/EEA nations and their borders. Other basemaps can be selected from a gallery. Browser requirements To work with EMMa, your browser must have the Microsoft Silverlight 5 plug-in installed. To install the Silverlight plug-in, go to Get Microsoft Silverlight and follow the instructions there. Internet Explorer Must be Internet Explorer version 7 or newer. Firefox If you have not already activated the Silverlight plug-in for Firefox, you will be prompted to do so the first time you access EMMa. Likewise, if Silverlight is not installed on your PC when you click Go Mapping, you will be prompted to install Silverlight. To activate the Firefox Silverlight plug-in: 1. Enter the EMMa Portal s URL in the Firefox address bar. 2. Log in with your username and password. 3. Click on Go Mapping. ECDC May 2015 All rights reserved. Page 32 of 198 Edition 1.3.4

33 ECDC Map Maker User Guide The EMMa web interface You are prompted to activate Silverlight. 4. Click on Activate Silverlight. A prompt is displayed relating to the use of Silverlight for EMMa. 5. Select either: Allow Now to activate Silverlight for this session only, or Allow and Remember to activate Silverlight for all subsequent sessions, until deactivated. ECDC May 2015 All rights reserved. Page 33 of 198 Edition 1.3.4

34 EMMa The EMMa web interface Chrome The latest and coming versions of Chrome no longer support Silverlight. The NPAPI interface can be enabled in Chrome to support Silverlight, however this option will not be available in the coming Chrome release currently scheduled for September To use Chrome for EMMa until September 2015: 1. Enter chrome://flags/#enable-npapi in the Chrome address bar. 2. Click Enable under Enable NPAPI. 3. Click Relaunch Now in the bottom left-hand corner of the Chrome window. Logging on to EMMa After you have registered as a user and completed your first session in EMMa, the next time you access EMMa you will be taken to the ECDC Login webpage. Enter the username assigned to you (see Registering as a user) and your password and click Sign In. ECDC May 2015 All rights reserved. Page 34 of 198 Edition 1.3.4

35 ECDC Map Maker User Guide The EMMa web interface For information on resetting or changing your password, see Changing your password and Resetting your password. Password requirements Your password must meet the following requirements: Not be a password that you previously have used. Not contain your username or parts of your full name. Be at least six characters in length. Contain characters from three of the following four categories: o English uppercase characters (A through Z) o English lowercase characters (a through z) o Base 10 digits (0 through 9) o Non-alphabetic characters (for example,!, $, #, %) Please note that your password is case sensitive. These requirements are also enforced when passwords are created or changed. ECDC May 2015 All rights reserved. Page 35 of 198 Edition 1.3.4

36 EMMa The EMMa web interface Changing your password If you are a returning user, you can change your password during your log-in. If you have been sent a password because you are a first-time user, or because you have requested that your password be reset, you will automatically be asked to change the password you have been sent. In other words, the password you have been sent can only be used once. To change your password: 1. Open the ECDC Login webpage. 2. Click the Change password button. The change password dialogue-box opens. 3. Enter your username, your current password and your new password twice (your new password must be entered identically both times to ensure it is correct). 4. Click Submit. ECDC May 2015 All rights reserved. Page 36 of 198 Edition 1.3.4

37 ECDC Map Maker User Guide The EMMa web interface 5. Close the dialogue-box. 6. Log-in with your new password in the Login webpage. Note: The dialogue-box will display Failed to change password if the new username-password combination is not accepted. In such case, check that you have correctly entered the details as described above. Resetting your password If you have forgotten your password, you can request it to be reset. To have your password reset: 1. Open the ECDC Login webpage. 2. Click the Reset password button. The password reset dialogue-box opens. 3. Enter your user name and click Submit. An is now sent to the address you entered during registration (see Registering as a user). 4. Check your inbox and follow the instructions in the . The contains a link to the change password dialogue-box described in Changing your password. ECDC May 2015 All rights reserved. Page 37 of 198 Edition 1.3.4

38 EMMa The EMMa web interface Commands on the menu bar For ease of use, the EMMa commands are organised in three ribbons, each of which contains groups of commands. SharePoint ribbons The menu bar contains three navigational SharePoint commands. The Up command takes you back to the EMMa root location. Browse Page This SharePoint functionality is deactivated in EMMa. This SharePoint functionality is mainly deactivated in EMMa, see Page ribbon. EMMa ribbons With the exception of the folder, browse and page commands, all the other basic commands are accessed through the EMMa ribbons, as follows: Application Layer Symbols The default ribbon displayed when you open a new EMMa session. Contains general commands including import, export, selecting a basemap, and creating and managing layers. Contains commands that enable you to organise and configure layers on your map. Contains commands for configuring colours and symbols methods. You can navigate between these ribbons by clicking the corresponding tab under ArcGIS Map Web Part. All the ribbons display the Help and Contact commands. ECDC May 2015 All rights reserved. Page 38 of 198 Edition 1.3.4

39 ECDC Map Maker User Guide The EMMa web interface Application ribbon The Application ribbon is where you start the process of creating a map. Group Map Project Controls Open: Open a pre-existing layering project file for editing (Zip file). Save: Save the content and formatting of your map as a project file for later reimport into EMMa. All the layers you have created and configured are stored in a single Zip file. Add Dataset: Import a CSV file for geospatial mapping. Click this button to open the wizard that guides you through the import process. Map Basemap: Select a basemap on which to superimpose layer representations of your geospatial data. Create Layer: Select a dataset for your layer and define the layer s symbolisation and geometry type (polygon or point). The field is disabled (greyed out) until you have imported mapping data. Create Image: Export a completed map as a PNG or JPG image file. Optionally you can add elements to the map including a title, legends, date and the like. View Table of Contents: Show or hide the Table of Contents pane. Use this pane to add new layers, delete existing ones, display or hide layers, and move layers up and down. If necessary, you can also download maps from a GIS server. Dataset Management: Show or hide the Dataset Management pane. Use this pane to view the current composite map, including any visible or partially visible layers. Full Screen: Expand the map to full screen; press the Escape key (Esc) to resume normal view mode. Help Help: View online information about using EMMa. Contact: View the contact details for EMMa experts. ECDC May 2015 All rights reserved. Page 39 of 198 Edition 1.3.4

40 EMMa The EMMa web interface Layer ribbon The Layer Ribbon displays the commands you use to configure a map layer. Group Organize Controls Remove: Remove the selected layer from the map. Rename: Rename the selected layer. Draw Order: Bring Forward / Send Backward: Move the selected layer into the foreground or background. Configure Transparency: Make the selected layer more (or less) transparent (0 100%) Pop-ups: Format pop-ups that appear on the map when you hover your mouse over an active pop-up area. Table: View configuration data in a table. Filter: Apply a parameter attribute to filter the results displayed. View Refresh: Refresh the current view to ensure that you are able to see the latest changes. Table: View the table of attributes for the selected feature. You cannot edit this pane. Go To: Zoom to a specific layer. This feature is useful when you have many layers (especially if you have to drill down to specific layers of interest). Service Details: View details of the layer provided by an external service. This can help you decide on the provenance of the map and whether it is appropriate to include the map or layer in your disease reports. Selection Select All: Select all the features in the current layer. Use this feature if, for example, you want to change the appearance of a particular set of symbols. Clear: Clear the selection from the current layer. Select: Select one of or more specific features on the map by drawing a rectangle around them (by dragging the cursor). Zoom To: Zoom to the selected features (if any) in the selected layer. Export: Export the attributes of the selected features in the current layer to a CSV file. Find Nearby: Find features within a specified distance of the current selection. Help Help: View online information about using EMMa. Contact: View the contact details for EMMa experts. ECDC May 2015 All rights reserved. Page 40 of 198 Edition 1.3.4

41 ECDC Map Maker User Guide The EMMa web interface Symbols ribbon The Symbols Ribbon displays the commands you use to specify the legend type and to configure the symbols used in the currently selected layer. An overview of the use of the Legend Type buttons is given in Configuring layer symbolisation from the ribbon. Group Legend Type Controls Class Breaks: Draw quantities using colours to show values. Single Symbol: Draw all features using the same symbol, e.g. to indicate the presence of a certain attribute, not its magnitude. Proportional Symbols: Draw quantities using symbol size to show exact values. Unique Values: Draw categories using unique values of one field. All values are represented by the same symbol, but the colouring is unique to each value (although not necessarily to each geographical area). Symbology Size: Increase or decrease the border thickness (two buttons) of the selected symbol. Colour: Set the border colour for the selected layer s symbol. Help Help: View online information about using EMMa. Contact: View the contact details for EMMa experts. Page ribbon The Page Ribbon contains standard SharePoint controls, of which only the two in the Share & Track group are enabled. All the other Page controls are disabled (greyed out). Group Share & Track Controls a Link: Opens an containing a link to the EMMa default basemap in your default application. Note that a link to the current project is not created. Alert Me: Creates a SharePoint alert that will notify the user currently logged in of any later changes to the webpage. Because your project can be saved outside SharePoint, this functionality is not currently supported by EMMa ECDC May 2015 All rights reserved. Page 41 of 198 Edition 1.3.4

42 EMMa The EMMa web interface ECDC May 2015 All rights reserved. Page 42 of 198 Edition 1.3.4

43 ECDC Map Maker User Guide EMMa work-flow EMMa work-flow The overall work-flow for creating a map is shown below. Conceptually, four separate activities must be performed in sequence. ECDC May 2015 All rights reserved. Page 43 of 198 Edition 1.3.4

44 EMMa EMMa work-flow ECDC May 2015 All rights reserved. Page 44 of 198 Edition 1.3.4

45 ECDC Map Maker User Guide EMMa work-flow Before you begin Before you begin, make sure you have a clear idea of what you want your map to show and what you want it to look like. Make sure you know how it will be used in your own reports if you are creating the map for yourself. Review some existing maps to identify features and methods that you might want to use in your map. ECDC May 2015 All rights reserved. Page 45 of 198 Edition 1.3.4

46 EMMa Dataset preparation Dataset preparation This section provides a reference for preparing data for EMMa as a CSV file. Before uploading a dataset to EMMa, it is important to ensure that it complies with the following key specifications: CSV (Comma Separated Values) is the only file format currently supported for importing and mapping a tabular dataset. There is currently no batch import capability. You can use CSV data from TESSy, the Surveillance Atlas, or any other compatible data source. However, regardless of the source of the data, it must be in CSV format. Each record must contain a geocode (i.e. a geocoding field value) that enables the application to relate the record to a country, region or district on the map. The geocode must be a NUTS code or an EMMa hybrid code, and not a geo-name. For example, country names cannot be used. Instead, SE must be used rather than Sweden (see Specifying the geocode). To map data as a choropleth map, graduated symbols, or proportional symbol, your dataset must contain a numeric field to be used for the symbolisation variable. The symbolisation variable data type must be either Integer or Real to be processed properly. Guidelines for ensuring compliance with these specifications are given in the following sections: Data preparation checklist CSV import file format Adding geocodes to your CSV file Specifying the geocode Data consistency against defined data types How coded values are processed Downloading data from TESSy The CSV file format ECDC May 2015 All rights reserved. Page 46 of 198 Edition 1.3.4

47 ECDC Map Maker User Guide Dataset preparation Data preparation checklist Table 2: Data preparation checklist Item Check this Dataset Has a header row with no blank fields. Has one or more data rows. Has the same number of columns for the header row and every data row. Is correctly organised with one record per data row. Has a geocode field in each row. Geocode (geocoding field value) The geocode is a valid NUTS code or EMMa hybrid code. If there are multiple location fields in the data rows, decide which location is to be the geocode. Format Data type The row and column vertical format is correct, for example: Country Cases PO 243 FR 424 SE 201 ES 173 The data type of each field is known and understood in advance. For example, the data type of Cases (above) is integer. See Data types. Summarising If there are no duplicate geocodes in any data row, the file does not require aggregation (summarising). OR If there are duplicate geocodes (e.g. because the file contains case-based data), the file must be aggregated (summarised), or the rows containing duplicate geocodes must be deleted. Column headers If it is envisaged that the data will be updated, it is recommended to ensure that the field names (i.e. column headers) comply with the conversion criteria in advance. See Character conversion in column headers. ECDC May 2015 All rights reserved. Page 47 of 198 Edition 1.3.4

48 EMMa Dataset preparation CSV import file format EMMa can only accept input data in CSV (comma-separated values) format. CSV format is a text representation of data without any font or paragraph formatting. A detailed description of the CSV format is given in The CSV file format. The EMMa CSV Template is a tool to help you find these codes and add them to your CSV file. The use of this tool is described in Adding geocodes to your CSV file. TESSy users (in particular, data consumers) will be familiar with exporting data from TESSy in CSV format; they usually open these outputs in Excel, for example: Note: In the above sample, the geocodes are in column G. To import a CSV file into EMMa it must have the CSV file extension. The extension characters are not case-sensitive. Although you can open and save CSV files in Excel, any formatting you add in Excel for example, right-aligning text in a column is lost when you save the document as a CSV file. Note that in Excel, the commas separating the values are not shown. However, you can see them if you open the same file in a text editor like Notepad: File extensions For CSV files to be imported and/or manipulated in Excel, always use a.csv (or.csv) file extension. In theory, you can import text files with a.txt (.txt),.asc (.asc) or in fact, any extension. However, this is not recommended, because you may forget what your file extensions mean. In addition, you may have difficulty opening and saving these files in Excel and EMMa. ECDC May 2015 All rights reserved. Page 48 of 198 Edition 1.3.4

49 ECDC Map Maker User Guide Dataset preparation Case insensitivity For EMMa, CSV data is case insensitive. In other words, IT, it, It, and it are treated as fully equivalent. Coded values, for example, are usually written in upper case. However, country codes must only be in upper case. For example, ES is the correct code for Spain, whereas Es and es are incorrect values and any records containing these incorrect values will not be mapped. Numeric fields EMMa needs to calculate a numeric value for each variable to plot symbols onto a layer. You must ensure that your CSV import file contains at least one numeric field that can be used as the symbolisation variable for each of the following map types: Choropleth map Graduated symbols Proportional symbols Note, however, that numeric values classified as the text data type cannot be used as mapping data. In other words, at least one field must be defined as an Integer or Real data type (otherwise, only a single-colour map or single-symbol map can be built). Numeric values classified as the text data type cannot be used as mapping data. If you are importing aggregated data, the number of cases per year (or other time interval) for each country must be explicitly defined in the dataset, as shown in the screen shot below. ECDC May 2015 All rights reserved. Page 49 of 198 Edition 1.3.4

50 EMMa Dataset preparation If you have case-based data, you can technically import a file containing individual records consisting of only one field, the geocoding field. The aggregated case numbers per country appear when you summarise the data. See Summarising functions for more details. Blank fields and zeroes Avoid using blank fields, if possible. Both zero (0) and N/A values are imported as zero. Importing a CSV file containing empty field values triggers the following validation rule: Data types The value is treated as Unknown and is omitted from any summarising or classification algorithms. For the latter EMMa creates a symbol category for this group of values. The data types valid for field values in EMMa are described in Data types. The Data Import Wizard automatically derives which data type the fields have during data import. However, the wizard only validates the data in the preview, not the complete original dataset. This means that some fields might not be validated. We therefore recommend you to clarify the data types for the fields you are importing in advance. Character conversion in column headers During data import into EMMa, any character in a column header (i.e. a field name in the header row) that is not an ASCII letter, a digit or an underscore is replaced by an underscore. Likewise, if the column header does not begin with an ASCII letter or an underscore, the header is then prefixed by an underscore. Column header ABC def ABC_def Converted column header ABC_def ABC_def (unchanged) 3 ghi jkl _3_ghi_jkl &abc &@abc 3abc&def 3abc&@def _abc abc _3abc_def _3abc def Important: If you expect your data will be updated, you are recommended to ensure that the column headers in your file take these conversions into account. If you do not, EMMa might reject your update file. For example, if your original column header is 3 ghi jkl, EMMa will not accept this column header when you try to update it will expect the column header in your update file to match the converted header, i.e. _3_ghi_jkl. If you are uncertain which column headers EMMa will accept in your update file, you can find the correct column headers in the attribute table. ECDC May 2015 All rights reserved. Page 50 of 198 Edition 1.3.4

51 ECDC Map Maker User Guide Dataset preparation Adding geocodes to your CSV file In order to plot epidemiological data on a map, each case record must have a geocode (i.e. a geocoding field value) that relates the record to its geospatial location. EMMa requires either a NUTS code or a GAUL code as the geocode. The EMMa CSV Template is a tool to help you find these codes and add them to your CSV file. This section explains how you: 1. Use the EMMa CSV Template to find the NUTS or GAUL codes for your case locations. 2. Add the codes as geocodes to your case records. 3. Add geocodes for other regions or districts. 4. Create a CSV file that you can import into EMMa and use to create maps. Before proceeding with these actions, you need to download the Geocodes.xlsm file from the GIS Documents section of the EMMa website. Important: You are recommended to read the guideline in Character conversion in column headers before finalising your CSV file. Finding NUTS and GAUL codes This section describes how you use the EMMa CSV Template to find the NUTS or GAUL code for each of your case locations. To open the EMMa CSV Template: 1. Enter the EMMa URL in your browser s address bar. 2. Log on with your username and password. ECDC May 2015 All rights reserved. Page 51 of 198 Edition 1.3.4

52 EMMa Dataset preparation The EMMa home page opens. 3. Click Download EMMa CSV template. 4. Save the file (EMMa CSV Template.zip). 5. Unpack (unzip) EMMa CSV Template.zip. 6. Open Geocodes.xlsm in MS Excel. The Excel file contains macros, so a security warning is displayed the first time you open the file. You will be using these macros, so you must enable them. 7. Click Enable Content. 8. Click Yes to confirm that the file is a trusted document, if prompted. ECDC May 2015 All rights reserved. Page 52 of 198 Edition 1.3.4

53 ECDC Map Maker User Guide Dataset preparation The CSVforEMMa worksheet is displayed. 9. Proceed to either: Or Important: Find individual NUTS or GAUL codes. Use this option if you only need to find geocodes for a few cases. Find NUTS or GAUL codes for existing records. Use this option if you have a file with numerous case locations for which you need to find geocodes. Do not alter any values in the Geocodes worksheet. You can use all ordinary Excel functionality when working in the CSVforEMMa worksheet. However, to use the geocode functionality, the GEO_NAME, GEO_ID, Region_Level, PARENT_COUNTRY_NAME and PARENT_COUNTRY_CODE columns must remain as respectively columns A, B, C, D and E. If you want to enter data in columns G to L, which by default are behind the group of the blue explanation box and the three command buttons, you can drag the group to a different position for better visibility: 1. Drag your cursor over the edge of the blue box until the drag icon appears. 2. While the drag icon is displayed, hold the left mouse button down. A frame around the group is displayed ECDC May 2015 All rights reserved. Page 53 of 198 Edition 1.3.4

54 EMMa Dataset preparation 3. Drag the group to a new position. Finding individual NUTS or GAUL codes The following procedure involves copying data between two files between the file containing your data and the geocode worksheet in Geocodes.xlsm. When copying data, be careful to ensure that the GEO_ID values are added to the correct case records. Using the method described in Finding NUTS or GAUL codes for existing records is probably a safer method if you have a large number of records. To find a NUTS or GAUL code: 1. Open the CSVforEMMa worksheet. 2. Enter the name of the region or district in the GEO_NAME column. Only Latin ASCI characters are permitted for the name. 3. Click Enter. If the EMMa CSV Template finds a single exact match, it automatically enters the geocode, region level and country in the respective columns. If the template finds multiple instances of the same name, a list of possible matches is displayed and you are prompted to select from the list. ECDC May 2015 All rights reserved. Page 54 of 198 Edition 1.3.4

55 ECDC Map Maker User Guide Dataset preparation Ignore the difference between centered/left justified text in the columns. If you are uncertain of the spelling, the template uses Soundex to identify possible matches - see left illustration below. Likewise, you can use * as a wildcard - see right illustration below. Note that you can move the group containing the instructions and three green command buttons to make working with your data easier, see here. 4. When you have found all the geocodes you require, either: Or Copy the geocodes from the GEO_ID column (B) and assign them to the correct records in your file. Enter the values you want to map in the Value_For_Map column (F). You can copy additional data from your original file into additional columns (G, H, I, etc.) as required. 5. Proceed to save your data in a CSV file. See Saving your data as a CSV file. You can click Clear Template at any time to remove all data from the worksheet. ECDC May 2015 All rights reserved. Page 55 of 198 Edition 1.3.4

56 EMMa Dataset preparation Finding NUTS or GAUL codes for existing records The following procedure involves copying data between two files. Unlike the procedure described in Finding individual NUTS or GAUL codes, this procedure allows you to replicate the row structure from your existing data file. If you have a large number of records, using this method is therefore probably a safer way of copying between files. 1. Open the CSVforEMMa worksheet. 2. Navigate to the file in which your case data is saved. 3. Open the file in a separate Excel window for easier copying. 4. Copy the location names that you want to find geocodes for. Do not copy the column header. Note that only Latin ASCI characters are permitted for the name in Geocodes.xlsm. 5. Place the cursor in field A2 in the GEO_NAME column in Geocodes.xlsm. 6. Click Ctrl + V to paste the values into the CSVforEMMa worksheet. ECDC May 2015 All rights reserved. Page 56 of 198 Edition 1.3.4

57 ECDC Map Maker User Guide Dataset preparation 7. Click F2 + Enter in the field containing the first region or district (field A2) If the EMMa CSV Template finds a single exact match, it adds the geocode, region level and country in the respective columns for that record and moves to the next field in the GEO_NAME column. 8. Click F2 + Enter for each name in the column in succession. It is necessary to do this for each name, because multiple matches might occur that require you to make a selection. See, for example, Boke in the illustration. If the template finds multiple instances of the same name, a list of possible matches is displayed and you are prompted to select from the list. Ignore the difference between centered/left justified text in the columns. 9. When you have found all the geocodes, either: Or Copy the geocodes from the GEO_ID column (B) and paste them as a new column in your file. Make sure that the geocodes are pasted in alongside the correct records! The values in columns C, D and E are not required to create your CSV file for EMMa, but you can save copy these as well if you want to add these values to your dataset. Copy the case data values you want to map into the Value_For_Map column (F), and into any additional columns (G, H, I etc.) as required. See Figure 2. Do not copy any data into columns A, B, C, D, or E, or delete any of these columns! Note that for easier pasting you can move the group containing the instructions and three green command buttons, see here. ECDC May 2015 All rights reserved. Page 57 of 198 Edition 1.3.4

58 EMMa Dataset preparation Figure 2: Data copied into CSVforEMMa worksheet 10. Proceed to save your data in a CSV file. See Saving your data as a CSV file. At any time, you can click Clear Template to remove all data from the worksheet. Finding NUTS or GAUL codes for other regions or districts You might need to find geocodes for locations for which you do not have data, or to create template file for data collection. For example, if you wish to add regions with no reported cases to your dataset, you will need to find the NUTS or GAUL codes for those regions. The EMMa CSV Template provides prefilled templates that enable you to select the region level (NUTS or GAUL) for this purpose. To use a prefilled template: 1. Open the CSVforEMMa worksheet. 2. Click Select Prefilled Template. The selector dialogue box opens. ECDC May 2015 All rights reserved. Page 58 of 198 Edition 1.3.4

59 ECDC Map Maker User Guide Dataset preparation 3. Select the combination of area/country and region level in the list boxes: Country templates enable you to select a specific region level for an individual country. EU/EEA templates enable you to select a specific region level for all countries in an area. 4. Click: Or Append to existing template this option enters the geocode, region level and country in their respective columns after any entries already displayed in the worksheet. You can use the Append option if you want to build up a list containing several countries, for example. Overwrite existing template this option deletes any entries already displayed in the worksheet and enters the geocode, region level and country in their respective columns. 5. Click the Save As button save see Saving your data as a CSV file. You can click Clear Template at any time to remove all data from the worksheet. ECDC May 2015 All rights reserved. Page 59 of 198 Edition 1.3.4

60 EMMa Dataset preparation Saving your data as a CSV file Before saving your data, you are recommended to ensure that the column headers in column E and any other columns you might have added match the criteria described in Character conversion in column headers. When you save your data in the Geocodes.xlsm file, both an Excel version and a CSV file are automatically saved the CSV file is formatted for direct import into EMMa. To save your data: 1. Click the Save As button. The Save As dialogue box opens. 2. Change the file name as appropriate. If you reuse the default file name, any CSV file you have previously created using the default name will be overwritten! 3. Click Save. A confirmation message is displayed and your data has now been saved in both Excel and CSV formats. ECDC May 2015 All rights reserved. Page 60 of 198 Edition 1.3.4

61 ECDC Map Maker User Guide Dataset preparation 4. Click Copy CSV file location. The path to where the files have been saved is copied to the Windows clipboard. 5. Open Windows Explorer. 6. Paste the path into the address bar in Windows Explorer Ctrl + V. The two files are displayed in the directory where they have been saved. Specifying the geocode The value in the geocoding field (i.e. the geocode) identifies the country or region to be used as the map location for that data row (record). When importing CSV data, EMMa only accepts one geocode for each data row. However, there can be multiple location-related fields in a data row, e.g. fields for the country code, region of residence, region of infection, region of hospitalisation, etc. The user must therefore specify which location is to be used as the geocode. If there is no geocode for a data row, or if the geocode is invalid, the data in that row will not be mapped. For a geocode to be valid, it must be a code of one the two following types: NUTS codes (NUTS - Nomenclature of Units for Territorial Statistics) - Eurostat s three-level geocode structure for the administrative regions of countries for statistical uses. Hybrid codes based on a combination of ISO two-letter country codes and GAUL (Global Administrative Unit Layers) level 1 and 2 codes. However, GB and GR are not supported as country codes; UK and EL must be used instead. Unlike the hybrid codes, a region s NUTS code reflects the region s parentage. For example, FR42 for Alsace and ITD57 for Ravenna in Italy these codes identify that these regions belong to respectively FR4 Est and ITD5 Emilia-Romagna. ECDC May 2015 All rights reserved. Page 61 of 198 Edition 1.3.4

62 EMMa Dataset preparation France Italy Level Code Name Code Name NUTS 1 FR4 Est ITD North-eastern Italy NUTS 2 FR42 Alsace ITD5 Emilia-Romagna NUTS 3 FR421 Bas-Rhin ITD57 Ravenna The data type for the geocode must be Text. All geocodes must be in upper case only. For example, ES is the correct code for Spain, whereas Es and es will fail in EMMa. Likewise, geographical names will also fail; for example, AT is correct, but Ostereich or Austria will fail. An incorrectly specified geocode will generate an error message when you import the CSV file - see File import errors. For more information about NUTS codes and how they are used, refer to the Wikipedia NUTS description, or to a description of the NUTs codes for your country, e.g. NUTS of Sweden. For detailed information about NUTS, refer to the Eurostat document: Regions in the European Union: Nomenclature of territorial units for statistics NUTS 2010/EU-27 (ISSN ). Geocodes for case-based data Case-based data imply that there will be duplicate geocodes (i.e. geocoding field values) in the dataset (e.g. several cases in the same region). If there are duplicate geocodes, the data must be aggregated to be processed. Aggregation counts the number of cases for each geocode (i.e. for the specific country or region), and maps each total to the country or region indicated by the geocode. If you choose not to aggregate, only the first case is mapped (number of cases = 1), and the records for all duplicate geocodes are ignored. IMPORTANT: For some subjects in TESSy, you can download aggregated and case-based data from the query. To include those countries that have uploaded aggregated data, you have to build a new CSV file to support this. ECDC May 2015 All rights reserved. Page 62 of 198 Edition 1.3.4

63 ECDC Map Maker User Guide Dataset preparation Data consistency against defined data types EMMa checks the value of each field against the data types (real, integer, etc.) defined for that field. Any inconsistencies found are ignored. For example, if a field classified as an integer data type contains a text string, this will cause that record to be ignored. It is therefore important to review the records in the CSV file for consistency between the submitted values and the data types for the fields. This problem is unlikely with TESSy data that has been validated and subsequently data cleaned. Errors generated from inconsistent values The presence of inconsistent values within the CSV fields causes incompatibility between the field values and their data types, as defined during the Data Import Wizard. For Real, Date and Boolean data types, the internal validation rule is as follows: Table 3: Examples of inconsistent field values Error Typos Incorrect date type Alphabetic characters Numbers not equal to 0 or 1, including negative numbers Data type All Date Integer or Real Boolean Whenever such an error occurs, EMMa converts the data type to Text, and displays a message about inconsistent values. EMMa allows the import of the inconsistent values as string values, and no summarisation or classification tasks take place. Note that for fields with a Text data type, errors (for example, typos) among row values are not considered to be inconsistent values and will not generate any error messages; values will therefore be imported as they are. Example of inconsistent data type A text value has been entered in the Cases field for Spain. This results in the data type for Cases being converted to Text when the dataset is imported. The user then converts the Cases data type to Integer. This generates the following warning: The user clicks Yes and the data type is changed. ECDC May 2015 All rights reserved. Page 63 of 198 Edition 1.3.4

64 EMMa Dataset preparation The text value for Spain is now invalid and is treated as a null value: The text value for Spain is deleted from the dataset: ECDC May 2015 All rights reserved. Page 64 of 198 Edition 1.3.4

65 ECDC Map Maker User Guide Dataset preparation No value is displayed for Spain for Cases in the layer. How coded values are processed In TESSy, coded values are used to restrict the data submitted for a particular field to a predefined list, for example, UNK, NA. Coded value lists can be updated on request, when there is a need for additional values to be added. The presence of such values within the fields of a CSV file for all available data types will trigger the following rule: EMMa accepts the data types as defined, creating a symbol category for this group of values. This symbol category will be labelled as Default in EMMa Table of Contents, and as All Other Values in the map legend. Note that no warning message is displayed at any step about the presence of coded values within the imported CSV file. Downloading data from TESSy You can download disease data from TESSy (The European Surveillance System) using the TESSy Query function, which you access directly from the TESSy navigation bar. The TESSy query function enables you to select query criteria and retrieve the information accordingly. These criteria include: Subject: the name of the disease or quantity under surveillance (for example, Antimicrobial Consumption). Reporting type: for example, notification or laboratory reporting. Country or countries: to be reported on. Year(s): over which the data were collected. Specific record type: for example, in most diseases you can chose between case-based and aggregated data. ECDC May 2015 All rights reserved. Page 65 of 198 Edition 1.3.4

66 EMMa Dataset preparation For more information about these attributes, and creating queries, please refer to the TESSY User Guide or TESSY online help. Query results When you run a query, TESSy responds by displaying a summary of the query criteria, as shown below, and a preview of the data collected including the date used for statistics. Figure 3: Query criteria used in the query Figure 4: Preview of the data returned Once you have specified the query parameters, you can then run the query and export the data to a CSV file that you can import as a dataset into EMMa. When you export the data from TESSy, choose: Export all to: TESSy CSV. ECDC May 2015 All rights reserved. Page 66 of 198 Edition 1.3.4

67 ECDC Map Maker User Guide Dataset preparation The CSV file format This section is for people who need to understand more about the CSV format, particularly if they have data in Excel that is not in CSV format. CSV is generally understood to be a file format in which: There are two or more rows; the first row is the header, the second and subsequent rows are the data records. The header contains two or more alphanumeric strings, separated with commas, which represent the names of the variables (field names) contained in the file. Each variable name in the header is separated (delimited) from the next variable name by a comma (the delimiter). Each record contains an ordered set of values, separated by commas as delimiters. Each value in a record corresponds to variable names in the same relative position in the header. In the example above, the fourth variable name in the header is Age, then the fourth value in record 4, is 7 meaning the age of the case in that record is 7 years. There is no visible delimiter at the end of a record. The number of values (including null values) in each record exactly matches the number of variable names in the header. A null value for a variable is represented by an empty cell in Excel, but by two commas in a text document. You can open and save CSV files in Excel, but any formatting you add, for example, centring the text in a column or the use of italics, is lost when you save the document. Non-visible control characters delimit records. This format enables database and spreadsheet data records to be stored in a text file and then imported into other applications, like EMMa. End of line characters End of Line characters are the invisible characters at the end of each row; including the end of the header row and of each record. These end-of-line characters are not visible in Microsoft Notepad, but they are visible in a third-party product, NotePad++. You can download NotePad++ from the URL: ECDC May 2015 All rights reserved. Page 67 of 198 Edition 1.3.4

68 EMMa Dataset preparation The following screenshot shows part of a CSV as seen in NotePad++. Tip: To turn on end of line characters, in NotePad++, open the CSV file, and select: View > Show Symbol > Show End of Line. Other delimiters and dealing with commas used for decimal marks Because it is possible to have other delimiters Tab, for example CSV is often taken to mean Character Separated Values, rather than Comma Separated values. The EMMa Data Import Wizard enables you to import CSV data with commas, semicolons, tabs, or any other character as a delimiter. If you want to import data with real numbers that use commas as decimal marks, as is the practice in most of Europe, you would use 3,142 (rather than 3.142). You could import this data into EMMa by using the tab character, for example, as the delimiter. You would have to ensure that your number processing software would work with these data. In NotePad++, you might see some three-column data like this: The right-pointing arrows represent the Tab space that is used as the delimiter in this case. ECDC May 2015 All rights reserved. Page 68 of 198 Edition 1.3.4

69 ECDC Map Maker User Guide Dataset import Dataset import This section provides detailed information about how you import data into EMMa. The Data Import Wizard performs the actual data import. Before importing your data, please review them carefully to ensure that the field values are consistent in terms of their data type. The wizard derives which data type the fields have automatically, but inconsistent fields can result in data being omitted from your map. This section covers: Accessing EMMa Importing data Data types Working with datasets in EMMa Mapping TESSy data File import errors Accessing EMMa To open EMMa: 1. Enter the EMMa URL in your browser s address bar. 2. Log on with your username and password. ECDC May 2015 All rights reserved. Page 69 of 198 Edition 1.3.4

70 EMMa Dataset import The EMMa home page opens. 3. Familiarise yourself with the information on the home page, if this is your first visit to EMMa. 4. Click Go Mapping. The EMMa basemap view opens. ECDC May 2015 All rights reserved. Page 70 of 198 Edition 1.3.4

71 ECDC Map Maker User Guide Dataset import Importing data This section explains how you use the Data Import Wizard, including a description of the wizard s fields and controls, detailed troubleshooting information, and guidelines on the wizard s three-step process to select and import data as a dataset for your map: Step 1: Upload a CSV file Step 2: Select summarisation Step 3: Summarise The Data Import Wizard s primary purpose is to import data for use in creating a map layer based on point geometry (symbols) or polygon geometry (geographical regions). The following images show a typical map (left) produced and the symbol definition used (right) to produce that output. If you have not used the Data Import Wizard before, you are recommended to do the quick-start exercise in the quick start exercise to familiarise yourself with the map creation process first. The wizard automatically derives the data fields data type during import. However, inconsistent values can be imported, or can result in data being incorrectly categorised. This can in turn result in values being omitted from your map. You are therefore recommended to review the data in the fields in your file for data type consistency before starting your import. See Data types. When using the wizard, you can click Cancel at any time to exit from data importation (the data in your file will remain unchanged). Important: Your uploaded dataset is not saved in EMMa until you have saved your map layer(s) as a map project, see Saving your maps. ECDC May 2015 All rights reserved. Page 71 of 198 Edition 1.3.4

72 EMMa Dataset import Step 1: Upload a CSV file To upload data into EMMa, it must be in a CSV file, see Dataset preparation. Table 4 on page 76 describes the fields in the CSV import interface, and Table 5 on page 77 describes troubleshooting potential problems when uploading a CSV file. To upload data into EMMa: 1. Open EMMa. 2. Click Add Dataset on the Application ribbon, or click the Add Dataset icon in the Dataset Management pane, to open the wizard. The Data Import Wizard opens. 3. If the separator (delimiter) between the variables in your file is not a comma (e.g. if the comma is used as the decimal mark in your file), use the Select Column Separator options to specify the character to be used as a separator. If the separator between the variables is a comma, do not use these options. ECDC May 2015 All rights reserved. Page 72 of 198 Edition 1.3.4

73 ECDC Map Maker User Guide Dataset import 4. Click Browse and navigate to your CSV file. 5. Click Open. If a geocoding field is found in the file, a confirmation message is displayed (if there is an error in the file, a message will be displayed see No geocoding field). The wizard displays a preview of the contents of the file and the fields data types. 6. Review the proposed dataset name. You can edit it now or at a later time. Note however, that each dataset in a map project must have a unique name. An error message will be displayed if the dataset s name is not unique and it will not be possible to proceed until the name duplication is removed. ECDC May 2015 All rights reserved. Page 73 of 198 Edition 1.3.4

74 EMMa Dataset import 7. Review whether: The correct file has been imported (the file name is displayed in the bottom left-hand corner as the default name of the dataset). The correct fields have been selected. The correct data types have been selected (see Data types on page 85). The file content is correct (data can, however, be edited later. See Viewing an imported data on page 89). Review the content of the geocode column and identify any duplicate geocodes. You can sort the geocode column by clicking on the header. See Duplicate geocodes on page Click Import when you are satisfied with the content s correctness. If there are duplicate geocodes, the wizard will automatically take you to the summarisation dialogue box. Go to Step 2: Select summarisation. If there are no duplicate geocodes, a message confirming that your data has been imported and is ready for creating map layers is now displayed. Go to step 9. ECDC May 2015 All rights reserved. Page 74 of 198 Edition 1.3.4

75 ECDC Map Maker User Guide Dataset import 9. Click: Create layer from the dataset to proceed to the procedure described in Map layer creation. Or Not now in the confirmation message box. EMMa now displays the basemap and lists the data you have uploaded in the Dataset Management pane. You can proceed at any time to create a layer from your uploaded dataset, see Map layer creation. Important: Your dataset is not saved until you have saved it in a map project. See Saving your maps. Duplicate geocodes Case-based data imply that there will be duplicate geocodes (i.e. geocoding field values) in the dataset (e.g. several cases in the same region). If there are duplicate geocodes, the data must be summarised to be correctly processed. Summarisation counts the number of cases for each geocode (i.e. for the specific country or region), so that the total can be mapped to the country or region indicated by the geocode. ECDC May 2015 All rights reserved. Page 75 of 198 Edition 1.3.4

76 EMMa Dataset import During data import: If there are duplicate geocodes, the wizard will automatically take you to Step 2: Select summarisation. If there are no duplicate geocodes, a message confirming that your data has been imported and is ready for creating map layers is now displayed. Note that if you only want to process specific rows, you can delete the rows containing duplicate geocodes. You can do this in the File Content pane by double-clicking each field and deleting its value, or you can delete the rows in the CSV file before importing (e.g. using Excel). Details on the uploading interface Table 4 describes the fields in the CSV import interface, and Table 5 on page 77 describes troubleshooting potential problems when uploading a CSV file. Table 4: Fields in the uploading interface Feature Browse Select column separator Description Navigate to a preconfigured CSV file. The file extension must be.csv (not case sensitive). Only CSV files are shown in the Open dialogue box. If the separator (delimiter) between variables is not a comma, use the option buttons to specify the character to be used: If your dataset uses commas as part of the syntax (for example, if the decimal mark is a comma) then you must: Use a different character as the separator in the CSV, and Select the semicolon or tab radio button, if you have used the semicolon or tab as your separator, or Enter the character in the Other field. ECDC May 2015 All rights reserved. Page 76 of 198 Edition 1.3.4

77 ECDC Map Maker User Guide Dataset import Feature Available fields File content Name of the dataset Previous Import Cancel Description Use this pane to review whether the wizard has assigned the correct data type to your data fields. Note in particular whether the correct field has been chosen as the geocode. You can also use this pane to select which fields in your file will be included in and which will be excluded from the dataset you are creating. Use this pane to preview the data you are importing. There is minimal error checking in the wizard, therefore data might be accepted in one step, but rejected in a subsequent step. You can also double-click any field in the File content pane if you want to edit or delete a field s value. Depending on which field is edited, deleting a field s value can result, of course, in the row being ignored when the data is applied to a map layer. The name assigned to the layer and used in the Table of Contents. By default, this field originally contained the name of the CSV file you are importing, but you can change the name anywhere in the wizard to a title that will reflect the content of your map layer. Note: If you are importing data for multiple layers from a single CSV file, you must change this value. This is because the name of each layer must be unique. Return to the preceding step in the wizard s process. Go to the next step in the wizard s importation process. Cancel the import by closing down the wizard. Table 5: Troubleshooting CSV uploading Error Text Causes User action Import error. A field name is missing in the CSV file. Or There is a duplicate field name in the CSV file. The CSV file header row must not contain empty fields. One or more of the names in the header are missing. For example, in Excel: Text for B1 is missing. The CSV file header row must not contain duplicate field names. One or more of the names in the header is duplicated. For example, in Excel: 1 Close the message dialogue box. 2 In Step 1, click Cancel. 3 Open the CSV file in Excel (or a text editor) and add a suitable name, for example, Cases, in the empty header row field. 4 If necessary, open the source file to investigate further what caused this omission. 1. Close the message dialogue box. 2. In Step 1, click Cancel. 3. Open the CSV file in Excel (or a text editor) and edit the duplicate name in the header row to a unique name. 4. If necessary, open the source file to investigate further what caused this error. ECDC May 2015 All rights reserved. Page 77 of 198 Edition 1.3.4

78 EMMa Dataset import A field containing data has been detected outside the expected range (columns A and B only), see C9 below. 1 Close the message dialogue box. 2 In Step 1, click Cancel. 3 Open the CSV file in Excel (or a text editor) and remove the extra value. 4 If necessary, open the source file to investigate further what caused this error. Note: Not all errors of this type (for example, empty fields in non-header rows) trigger this error. These errors are trapped in later steps. You have not used a unique name for your layer in the Name of the Imported Layer field. Oversight. This issue applies the same field, which you can also edit in any of the steps. Change the name so that it is unique. While it is possible to have multiple layers with the same name, this is not recommended. One geocoding field has been found with less than 100% success rate. One or more NUTS codes or EMMa hybrid codes are incorrect. Country codes must be two letters in upper case only; for example, ES is the correct code for Spain, whereas Es and es will fail. Likewise, geographical names will also fail; for example, AT is correct, but Ostereich or Austria will fail. Region codes must be NUTS codes. 1 Close the message dialogue box. 2 In Step 1, click Cancel. 3 Open the CSV file in Excel (or a text editor) and correct all country codes not entered as upper case NUTS codes. Step 2: Select summarisation During data import, the wizard automatically opens the summarisation dialogue box if it finds duplicate geocodes (i.e. geocoding field values). If there are no duplicate geocodes, the wizard omits this step. ECDC May 2015 All rights reserved. Page 78 of 198 Edition 1.3.4

79 ECDC Map Maker User Guide Dataset import No summarisation If you choose not to summarise (i.e. click Do not summarise), the wizard proceeds to import the data and the confirmation message in step 8 is displayed. However, only the value for the first record is mapped, and the values for all records with duplicated geocodes are ignored. Summarisation If there are duplicate geocodes, click Summarise to proceed to Step 3: Summarise on page 79. Step 3: Summarise If you have clicked Summarise in the Select summarisation dialogue box, the following dialogue box opens. You use this dialogue box to define the summarisations that you want to display in your map. The fields in the summarisation dialogue box are described in Table 6 on page 83. Summarised values are displayed in the output table. IMPORTANT: The summarised data in the output table form the dataset used to create the map layer and that is saved in the map project, i.e. the columns in the output table define the structure of the dataset used to create a layer. This structure is no the same structure as the data in the original CSV file from which you imported your data. When you later want to update the data for a layer, the update data must have the same structure as the summarised data in the output table, and no the structure of the data in the original CSV file. ECDC May 2015 All rights reserved. Page 79 of 198 Edition 1.3.4

80 EMMa Dataset import To summarise data: 1. Click Summarise. The summarisation dialogue box opens. 2. Click a field name in the Selected fields box to select that field. The summarisations that can be performed on that field are now listed in the Summarising function box. See Table 8: Summarisation functions on page 84. ECDC May 2015 All rights reserved. Page 80 of 198 Edition 1.3.4

81 ECDC Map Maker User Guide Dataset import 3. Add the summarisation(s) you want to display in your map. The summarisations you select are displayed in the Output table box, see (1). 4. Double-click the Alias field in the Output fields / Aliases box to edit a field s alias. You can enter a user-friendly name (alias) for a field; the alias is displayed in the table of contents and map legends. 5. Double-click a field value in the Output table box to edit or delete that value. ECDC May 2015 All rights reserved. Page 81 of 198 Edition 1.3.4

82 EMMa Dataset import 6. Click Import. A message confirming that your data has been imported and is ready for creating map layers is now displayed. 7. Click: Create layer from the dataset to proceed to the procedure described in Map layer creation. Or Not now in the confirmation message box. EMMa now displays the basemap and lists the data you have uploaded in the Dataset Management pane. You can proceed at any time to create a layer from your uploaded dataset, see Map layer creation. Important: Your dataset is not saved until you have saved it in a map project. See Saving your maps. ECDC May 2015 All rights reserved. Page 82 of 198 Edition 1.3.4

83 ECDC Map Maker User Guide Dataset import Table 6: Fields in the summarisation interface Feature Geocoding field Selected file Selected fields Description A field that contains a geocode (i.e. a NUTS code or an EMMa hybrid code) that relates the record to a geographical location such as a country, region or district. The name of the CSV source file used for this import. The fields you have chosen to import into your dataset. Summarisation function See Summarising functions on page 84. Output fields / Aliases Output table Name of the dataset Previous Import Cancel An editable field in which you can enter a user-friendly name (alias) for field. The alias is displayed in the table of contents and map legends (if selected). Displays the summarised values that will populate the dataset to be used to create a layer. Note that output table does not have the same structure as the data in the original CSV file from which the data was imported; this means that the layer s dataset also will have a different data structure than the data in the original CSV file. The name assigned to the dataset and used in the table of contents. By default, this field originally contained the name of the CSV file you are importing, but you can change the name anywhere in the wizard to a title that will reflect the content of your map layer. Note: If you are importing data for multiple layers from a single CSV file, you must change this value. This is because the name of each layer must be unique. Go back to the previous step in the wizard. Any changes you have made in the current step are retained if you go back and then return without making any changes in the previous step. Finalise your data importation. Cancel the import wizard. Any changes you have made to this point are lost. Table 7: Troubleshooting summarisation Issue Causes User action You choose not to summarise case-based data. You choose to summarise summarised data. All fields are Text data type. The result of this is that you cannot select the mapping field (e.g. Cases or Data 2011 in the examples) when you come to the Map definition form. This has no effect if you ignore the summarising fields (begin with an underscore character), because you can still map with the original fields. In addition, this adds additional fields to your attribute tables, which is likely to cause confusion. You must select a data type of Integer (whole numbers) or Real (decimal numbers) for numeric data. Go back and redo step 3 Summarise. Select Do not summarise. ECDC May 2015 All rights reserved. Page 83 of 198 Edition 1.3.4

84 EMMa Dataset import You have mixed summarised and case-based data in the same file. In TESSy, some countries upload casebased data and others only upload summarised data. In addition, it is possible that some TESSy datasets for the same country have summarised data while others have case-based data. EMMa cannot deal with both types of data records at the same time. The best approach is to use only summarised data. In general, you have to do this manually outside EMMa, unless TESSy provides the summarised data for you. Summarising functions While defining your data during import, you can select summarisation functions for fields in your data. These functions calculate the summarisation(s) you want to display in your map(s). It is essential that any summarisation function you choose summarises to only one value for each geocoding field. In other words, the summarisation must not result in duplicated geocodes. Table 8 describes the summarisation functions and Table 9 on page 84 lists which functions can be selected for which data types. Table 8: Summarisation functions Function Average Concatenate Conjunction Count Disjunction Earliest First Last Latest Max Min Sum Based on For numeric fields only (REAL, INTEGER), the numerical average of all the values of the variable. INTEGER fields are rounded to the nearest integer value. For strings only, a TEXT field containing all values of the source variable in the order in which they appear in the source CSV file, each separated from the next by a comma. For example, the variable VACCSTATUS has two values, NOTVACC and VACCIN. The variable takes the value NOTVACC, VACCIN (without the quotation marks). Logical OR (one the other or both). For any data type, the number of rows for each geocode. So if each data row in the CSV file represents a case, using Count will produce a calculated field, containing the number of cases for each country in turn. Exclusive OR (one the other but not both). For a date variable, the earliest date found in any row. The value of the variable found in the first data row, or if one or more rows at the top of the file do not a value for the specified variable. The value of the variable found in the last data row. For a date variable, the latest date found in any row. For a numeric variable, the maximum value found. For a numeric variable, the minimum value found. For a numeric variable, the sum of all the values. Table 9: Permitted summarisation functions for data types Data type Text Date Integer and Real Summarising functions Count, Concatenate, First, Last. Count, Earliest, Latest. Count, Sum, Min, Max, Average. ECDC May 2015 All rights reserved. Page 84 of 198 Edition 1.3.4

85 ECDC Map Maker User Guide Dataset import Data type Boolean Summarising functions Count, Conjunction, Disjunction. The default summarisation function for the geocoding field is Count. Data types A data type is a categorisation of data as e.g. text, integer, real, date or Boolean. There are more data types than these, but these are the only ones supported by EMMa. A field s data type determines which values are allowed in that field. During data import, the Data Import Wizard automatically derives which data type the fields have. However, inconsistent values can be imported, or can result in data being incorrectly categorised, see the examples below. This can in turn result in the omission of values from your map. It is therefore important that you review your data before uploading it to EMMa to ensure that the field values are consistent in terms of their data type, i.e. that no fields contain a value of the wrong data type (e.g. a letter or symbol in an integer data type field). At least one numeric field is required as the symbolisation variable for choropleth maps, graduated symbols and proportional symbols. Note, however, that numeric values classified as the text data type cannot be used as mapping data. In other words, at least one field must be defined as an integer or real data type. Table 10: Valid data types in EMMa Data type Text Integer Real Date Description Text string, for example: NUTS Code or EMMa hybrid code. Upper and lower case characters are preserved in text fields when imported into EMMa. The data type for the geocoding field must be text. Country codes and NUTS codes must use upper case letters only. For example, ES is the correct code for Spain. Es and es are invalid values and would generate an error message during data import. Whole numbers without a fraction, e.g. 13 and 267. However, 0.25 or 60.1 are not integers they are decimal numbers. An integer data type field cannot contain a decimal number. Decimal numbers, i.e. a number with an integer and a fraction in decimal form, separated by a decimal mark. For example, 0.024, , or A real data type field can contain a single decimal number or an integer. Dates are useful when summarising data and you want to ensure there are no dates outside the start and end date range for which you are summarising. However, EMMa cannot plot dates directly onto a map. Formally, EMMa date formats follow the ISO standard ISO 8601:1988 (E) for date and time specifications. This corresponds to the European standard EN The date format that must be used is YYYY MM DD, where: YYYY => the four digit year MM => the two-digit month (with a leading zero if less than 10) DD => the two-digit day of month (with a leading zero if less than 10) Example: for 17 January ECDC May 2015 All rights reserved. Page 85 of 198 Edition 1.3.4

86 EMMa Dataset import Data type Boolean Description True or False (or 1 and 0). Expressions are not allowed. Example of incorrect data type In the examples below, an incorrect value ( two ) has been included in the Cases data (the data is fictive). In example 1, the word two has caused the wizard to derive the data type as Text, whereas the correct value should be a number and the data type should be Integer. Text data cannot be used for symbolisation in maps. Consequently, if the user accepts Text as the data type for Cases, none of the values in the Cases field will be available for mapping. In example 2, the data type has been corrected to Integer. This means that the value ( two ) for Country PT is invalid and it has therefore been deleted. Consequently, no case data will be mapped for Portugal. Example 1 ECDC May 2015 All rights reserved. Page 86 of 198 Edition 1.3.4

87 ECDC Map Maker User Guide Dataset import Example 2 Table 11: Troubleshooting data definition Issue Causes User action Incorrect data type selected for a numeric field. Error message: Inconsistent values Column Cases switched to Text data type, because of the following value ACE All fields are Text data type. The result of this is that you cannot select the mapping field (e.g. Cases or Data 2011 in the examples) when you come to the Map definition form. In this example, a string value (ACE) is included in a field with data type Integer or Real. You must select data type Integer (whole numbers) or Real (decimal numbers) for numeric data. Click Cancel. Edit the CSV file to ensure that all the values in the Cases column are numbers, i.e. they conform to data type Integer, or Real if the values contain decimal fractions. The application automatically sets the data type to Text. If you continue, the result will be the same as in the previous issue. If you to change the data type to Integer, the value for the Cases field for this record will be omitted. ECDC May 2015 All rights reserved. Page 87 of 198 Edition 1.3.4

88 EMMa Dataset import Working with datasets in EMMa After you have uploaded your data, it is displayed as a dataset in the Dataset Management pane in the EMMa basemap view. The Dataset Management pane has six command buttons: Add a dataset. See Importing data. Create a layer from the selected dataset. See Creating a map layer. View the selected dataset contents. See Viewing imported data. Update the selected dataset with data from a CSV file. See Updating imported data. Export the selected dataset to a CSV file. See Exporting data. Delete the selected dataset. See Deleting data. ECDC May 2015 All rights reserved. Page 88 of 198 Edition 1.3.4

89 ECDC Map Maker User Guide Dataset import Viewing an imported dataset Once you have uploaded your data, you can view them through the Dataset Management pane. To view a dataset: 1. Select the dataset in the Dataset Management pane. 2. Click the View button. The Dataset Viewer opens. 3. Double-Click a field to open it for editing. 4. Update the value in the field. 5. Click Close to save and exit. Note also that you can edit data directly in the saved CSV file(s) for a map project, see Editing CSV files for a map project. ECDC May 2015 All rights reserved. Page 89 of 198 Edition 1.3.4

90 EMMa Dataset import Updating an imported dataset Once you have uploaded your data, you can update them through the Dataset Management pane. For the update to be successful: The file you are to import the updated data from must contain exactly those columns (fields) that you have previously imported into the dataset. The data in those columns must comply with the data type for that column. The column headers must match any converted column headers in the imported dataset. See Character conversion in column headers. As an alternative, you can update data directly in the CSV file(s) in a map project; see Editing CSV files for a map project. To update a dataset: 1. Select the dataset in the Dataset Management pane. 2. Click the Update button. The Open dialogue box opens. 3. Navigate to the folder where the updated CSV file is located 4. Select the CVS file. 5. Click Open. If your data update is successful, a confirmation message is displayed, see Figure 5. Figure 5: Successful data update ECDC May 2015 All rights reserved. Page 90 of 198 Edition 1.3.4

91 ECDC Map Maker User Guide Dataset import If a column has been omitted, you will receive the error message shown in Figure 6: Figure 6: Missing column during data update If there are additional data columns, you will receive the error message shown in Figure 7: Figure 7: Additional column(s) during data update Exporting a dataset Once you have uploaded your data, you can export them through the Dataset Management pane. To export a dataset: 1. Select the dataset in the Dataset Management pane. 2. Click the Export button. The Save As dialogue box opens. 3. Navigate to the folder where you want to save the CSV file 4. Enter the filename that you want to apply to the CVS file. 5. Click Save. If your data update is successful, a confirmation message is displayed, see Figure 8. Figure 8: Successful data export ECDC May 2015 All rights reserved. Page 91 of 198 Edition 1.3.4

92 EMMa Dataset import Deleting a dataset If you no longer need data you have imported, you can delete them through the Dataset Management pane. To delete a dataset: 1. Select the dataset in the Dataset Management pane. 2. Click the Delete button. A confirmation dialogue box is displayed indicating which layers will be deleted, if any. Or 3. Click Yes to confirm, or No to cancel the deletion. Renaming a dataset To rename a dataset, click on its name in the Dataset Management pane. You can now edit the name. ECDC May 2015 All rights reserved. Page 92 of 198 Edition 1.3.4

93 ECDC Map Maker User Guide Dataset import Note that some characters are invalid in dataset names. A message will be displayed if you enter an invalid character. Likewise, each dataset in a map project must have a unique name. An error message will be displayed if you enter the name of an existing dataset. Mapping TESSy data This section describes how to download a dataset from TESSy and import it into EMMa. In the following example, TESSy tetanus case data for the year 2011 are downloaded to a CSV file and prepared for use in the following steps: 1. Download TESSy data 2. Import TESSy data into EMMa Downloading TESSy data For this procedure, you must be authorised to log on to TESSy and download disease data. Please refer to the TESSy User Guide for full guidelines on using TESSy s Query functionality. To download a TESSy dataset to a CSV file: 1. Log on TESSy. 2. Click Query on the navigation bar. The Query data page opens. ECDC May 2015 All rights reserved. Page 93 of 198 Edition 1.3.4

94 EMMa Dataset import 3. Make the following selections (remember to work from the top to the bottom while you are using the TESSy Query functionality.): Frame Action Subject Report type Country Year Record type Selection Download data Tetanus Notification Select all 2011 only Tetanus case-based 4. Click Search. The results are displayed in the Download Data Results tab. 5. Scroll down to the Data frame, and click Export to: [TESSy CSV] 6. Save the file as a CSV file, TESSyQueryData_nnn_TETA_2011.csv. You will import this file using EMMa s Data Import Wizard. 7. Optionally, close the TESSy web page. Importing TESSy data into EMMa In this procedure, you import the data extracted from TESSy described in Downloading TESSy data into EMMa, and then add the required population statistics to which EMMa has access. Important: To ensure that you are in the correct view in EMMa, make sure you restart the application, before running this procedure. To import TESSy data into EMMa: 1. Restart EMMa (recommended). 2. Open the Application Ribbon. ECDC May 2015 All rights reserved. Page 94 of 198 Edition 1.3.4

95 ECDC Map Maker User Guide Dataset import Follow the steps: Step 1: Upload a CSV file (select the TESSyQueryData_nnn_TETA_2011.csv file). Step 2: Select summarisation Step 3: Summarise File import errors A number of common errors might be encountered already during importation of the CSV file. In such case, a message is displayed. Error: Cannot open file If the Data Import Wizard cannot open a CSV file, for example if the file is currently open in Excel, the system will prompt you to try to close the file. Error: No geocoding field If EMMa cannot detect a geocoding field in your file, the system will prompt you to identify the field to be used for geocoding. Error: Incorrect field name If a field name is missing in your file s header row, or if there are duplicate field names in the header row, the file cannot be imported. One of the following error messages will then be displayed: Correction: Add the missing field name(s), or change the duplication, and reimport the file. ECDC May 2015 All rights reserved. Page 95 of 198 Edition 1.3.4

96 EMMa Dataset import Error: Incorrect geocode If your file contains incorrectly formatted geocodes (i.e. geocoding field values), you have the option to cancel the import and correct the geocodes, or to proceed. If you proceed, the records in the row(s) with the incorrect values will be ignored. Correction: Make sure that all country codes are either two-letter EMMa hybrid layer and/or or NUTS codes with all letters in upper case only. For example, ES is the correct code for Spain, whereas Es and es are incorrect. ECDC May 2015 All rights reserved. Page 96 of 198 Edition 1.3.4

97 ECDC Map Maker User Guide Map layer creation Map layer creation The configurations described in this section continue from where the Data Import Wizard completed, see Dataset import. In EMMa, you build up your map using one or more layers. You can configure each layer in your map to display different symbols or patterns, and colour-fills. When you create a layer, you can configure the appearance of the mapped areas in that layer in two different ways: 1. Colouring the area and/or adding patterns: In this case, colours are assigned to each region of the map depending on the value of a different variable mapped to each region of the map. This is known as polygon geometry. To find out how to configure map layers of this type, see Configuring polygon geometric layers on page Adding different sizes of symbols to the area: In this case, the size of each symbol depends on the value of the variable mapped to each region of the map. This is known as point geometry. To find out how to configure map layers of this type, see Configuring point geometric layers on page 114. Combining outputs from different layers: In many cases you want to apply both point and polygon geometry to your map i.e. put symbols on top of a coloured or shaded map (as shown in the example on the left). For this configuration, you simply need two separate layers, with a point geometry layer on top of a polygon geometry layer. ECDC May 2015 All rights reserved. Page 97 of 198 Edition 1.3.4

98 EMMa Map layer creation Creating a map layer After you have uploaded your data and created a dataset, see Dataset import, the dataset is displayed in the Dataset Management pane in the EMMa basemap view. The default basemap is the EU/EEA member states. You are now ready to make a map representation of your data: this representation is created as a layer that is superimposed on the EMMa basemap. To create a map layer: 1. Click Create Layer in the Dataset Management pane, or click Create Layer on the Application ribbon. Using the button in the Dataset Management pane has the advantage that the dataset is preselected, which avoids the risk of selecting the wrong dataset. ECDC May 2015 All rights reserved. Page 98 of 198 Edition 1.3.4

99 ECDC Map Maker User Guide Map layer creation Note that the icon on the ribbon is only enabled if there is a dataset listed in the Dataset Management pane; if there is not, the icon will be greyed-out. The Create Layer dialogue box opens. 2. Select the dataset from the drop-down list (if you have clicked Create Layer in the Dataset Management pane, the dataset is already selected). 3. Select the symbolisation field from the drop-down list. The symbolisation fields are the fields you defined during Summarisation. 4. Edit the map layer name (optional). The default layer name is a combination of the dataset and symbolisation field names. 5. Click the Polygon or Point Geometry radio-button to select the geometry for the layer: Select Polygon to apply patterns and colour fills. Select Point to apply symbols. ECDC May 2015 All rights reserved. Page 99 of 198 Edition 1.3.4

100 EMMa Map layer creation The symbolisation methods available for your choice of geometry are now displayed as a gallery of map icons. 6. Click the map icon for the symbolisation you wish to apply to the layer. Note that once you have clicked the map icon, your choice of polygon or point geometry cannot later be changed for this layer. Polygon: Point: Single symbol Graduated colours Unique values Single symbol Graduated symbols Unique values Proportional symbols Your map is now generated and a configuration dialogue box is displayed. The configuration dialogue box that is displayed depends on which geometry and symbolisation method you have chosen. See: 7. Click OK. Configuring polygon geometric layers Configuring point geometric layers ECDC May 2015 All rights reserved. Page 100 of 198 Edition 1.3.4

101 ECDC Map Maker User Guide Map layer creation Your map layer is now displayed over the EMMa basemap, and the layer name and legend are displayed in the Table of Contents. A new layer is added as the top layer, and this is reflected in the order of the layers in the Table of Contents - the new layer is displayed at the top of the list. See also Working with layers. The order of layers reflects their z-order in the map: layers that are (see Changing layer positions). You can later change the symbolisation for your layer using the options in the Legend Type group on the Symbols ribbon, see Configuring layer symbolisation from the ribbon. However, you cannot change a layer from polygon to point geometry, or vice versa this requires you to make a new layer. Important: Neither your dataset nor your map layer is saved in EMMa until you have saved them as a map project, see Saving your map project. Map layers can be hidden or deleted see Hiding a layer and Deleting a layer. Saving your maps Neither your dataset nor your map layer is saved until you have saved them in a map project. A map project includes all the data you have uploaded and the layers and settings you have configured during your EMMa session. Neither your dataset nor your map layer is saved until you have saved them in a map project. A map project saves the layers you have configured during your EMMa session, including their symbols and underlying datasets, in a Zip file that contains: An XML file containing all map and symbol attributes, as well as the layout attributes for printing and exporting a map. CSV file(s) containing the source data uploaded to EMMa during your data import. Important! Only the columns actually uploaded into EMMa are saved. If the data have been summarised, the data uploaded to EMMa have the same structure as the data in the output table, and not the same structure as the data in the original CSV file from which you imported your data. This might also represent a subset of the data in the original CSV file. Note that map services are saved in a map project in a different way than layers you have created from a dataset, see Map services. If you are collaborating in a map development task, you can distribute the Zip file and colleagues can then import it into EMMa and work with your map. To save your map project: 4. Click Save on the Application ribbon. 1. Click Browse in the dialogue box. 2. Navigate to the folder where you want to save your project. ECDC May 2015 All rights reserved. Page 101 of 198 Edition 1.3.4

102 EMMa Map layer creation 3. Click Save. A confirmation message is displayed if the save has been successful. Opening a map project After you have saved your map project, you can open it again to import your map layers and settings directly into the basemap. To open your map project: 5. Click Open on the Application ribbon. 1. Click Browse in the dialogue box. 2. Navigate to the folder where you have saved your project. 3. Click Open. Note that if you try to open a project while you have data open in the basemap, you will be prompted to confirm that you either must save the open data as a new project, or lose your open data. ECDC May 2015 All rights reserved. Page 102 of 198 Edition 1.3.4

103 ECDC Map Maker User Guide Map layer creation Configuring polygon geometric layers If you want to use a pattern or colour fill in your layer, you select Polygon Geometry when you create your map layer. This dialogue box appears only during creation of the layer; you cannot recall it later. When you have selected Polygon Geometry, the Select symbolisation method gallery displays three options for symbolisation in the layer you are creating. Click the appropriate map icon to apply a symbolisation method to your map layer. For details on configuring your symbolisation, see: Configuring polygon layers with a single symbol Configuring polygon layers with graduated colours Configuring polygon layers with unique values Notes: Not all three symbolisation options might be shown. This will be the case if the variable you have selected is text graduated colours are only available for numeric variables. The software uses the term symbol even though you are applying a coloured fill or pattern to a polygon (region). You can later change the symbolisation for your layer using the options in the Legend Type group on the Symbols ribbon, see Configuring layer symbolisation from the ribbon. However, you cannot change a layer from polygon to point geometry this requires you to make a new layer. ECDC May 2015 All rights reserved. Page 103 of 198 Edition 1.3.4

104 EMMa Map layer creation Polygon geometry - configuring with a single symbol (fill) This configuration applies the same fill (pattern, colour and outline) for all field values to be mapped in the layer to all the polygons, i.e. to all the regions specified by the geocodes. The default single symbol is solid fill, pink, black outline, width 1. Single values for polygon geometry as shown in the Table of Contents (above). You can also include this list as a legend in the exported map. In the map on the left, some countries do not have coloured regions in the layer because there were no data for those countries in the imported CSV file. Layer with single symbol (single colour fill) Geometry: Polygon You use the Single Symbol Configurator to configure single symbols. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer. To configure a layer with a single colour: A. For a newly created layer B. For an existing layer Select Polygon Geometry during Creating a map layer. 2. Select Single Symbol as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane (must be a polygon geometry layer). 2. On the Symbols ribbon, click Single Symbol. ECDC May 2015 All rights reserved. Page 104 of 198 Edition 1.3.4

105 ECDC Map Maker User Guide Map layer creation The default single colour is applied to the map. 3. To specify a different colour, make sure the layer you want to edit is selected (highlighted in grey), and click Single Symbol in the Legend Type group on the Symbols ribbon. The Single Symbol Configurator opens. 4. Click Configure. The Symbol Configurator opens. 5. Select each property in turn, and modify the settings as required. Tip: Keep the Outline width to a low value 0, or 1 in most cases 6. Click OK to apply your configuration. ECDC May 2015 All rights reserved. Page 105 of 198 Edition 1.3.4

106 EMMa Map layer creation The new configuration is shown in the box under Symbol. 7. Click OK (not shown above) to save your changes. You return to the map view and the pattern of fill is applied to the map. The patterns are transparent between the lines. 8. Optionally, you can apply a transparency to the layer so that readers can see any underlying features more easily. Open the Layer ribbon and click Transparency. Polygon geometry - configuring graduated colours This configuration applies a colour that represents an interval of values to each polygon, i.e. to each region specified by the geocodes. If two regions have different values both of which are within the same interval, the same colour is applied to both regions. The interval of each class is defined by class breaks. You define these using the Class Breaks command on the Symbols ribbon, which enables you to assign each class a graduated colour from a predefined palette - from smallest to largest. Values for graduated colours must be numeric. The default graduation is a series of five contiguous classes. Layer with graduated colours Geometry: Polygon Class breaks (when configured) are shown under Map Contents in the Table of Contents. You can also include this list as a legend in the exported map. ECDC May 2015 All rights reserved. Page 106 of 198 Edition 1.3.4

107 ECDC Map Maker User Guide Map layer creation Example: EMMa automatically assigns each value to one of the classes. You use the Class Breaks Configurator to configure graduated colours. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer To configure a layer with graduated colours: A. For a newly created layer B. For an existing layer Select Polygon Geometry during Creating a map layer. 2. Select Graduated Colours as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane (must be a polygon geometry layer). 2. On the Symbols ribbon, click Class breaks. In either case, the Class Breaks Configurator (for graduated colours) opens. 3. In the Field drop-down, select the mapping field you want to apply to the layer. ECDC May 2015 All rights reserved. Page 107 of 198 Edition 1.3.4

108 EMMa Map layer creation 4. Configure the class breaks using the controls described in Table 12. Table 12: Class breaks controls for polygon layers Control Active Layer Classification Methods Action or description The currently selected layer that your changes will modify. A list of methods for calculating the values of the class breaks for the proportional symbol sizes. The default is Natural Breaks. Equal interval Divides the range of attribute values into equal-sized sub-ranges. This method emphasizes the amount of an attribute value relative to other values. Quantile Range of possible values is divided into unequal-sized intervals so that the number of values is the same in each class. Classes at the extremes and middle have the same number of values. Natural breaks Classes are based on natural groupings inherent in the data. Class breaks that best group similar values and that maximise the differences between classes are identified. Standard deviation The Standard deviation classification method shows you how much a feature s attribute value varies from the mean. Manual breaks If you want to define your own classes, you can manually add class breaks and set class ranges that are appropriate for your data, starting from one of the standard classifications. Properties Properties that you can use to define how the symbols are assigned and displayed: Field [dropdown] Select the field to be used as the source data in the layer you are defining. The drop-down list is populated from the Selected Fields list in the summarisation step in the Data Import Wizard. You must select a numeric field. Classes [Number control] Select the number of classes to be displayed. Changing this value automatically changes the class boundaries. The default graduation is a series of five contiguous classes. Color [palette] Shows the current colour assigned; the default palette is red. Palette [list] Click the button to open the palette list; then optionally select a different palette, as required ECDC May 2015 All rights reserved. Page 108 of 198 Edition 1.3.4

109 ECDC Map Maker User Guide Map layer creation Control Symbology Action or description Shows how the symbols will appear on the layer based on the classification method and the properties (see above). Symbol [column] A graphic showing the colour assigned to a particular class (interval). Min, Max [columns] The minimum and maximum breaks of the classes (intervals) for the selected field The default graduation is a series of five rows (classes). Label [text] Click the entries in the Label column and type in your own text (see below, left) to obtain the result in the Table of Contents (below, right), for example: Geometry Type Map Type Active Method All other values class Specifies the geometry type (polygon) selected when Creating a map layer. Specifies the map type (choropleth). Specifies the classification method, as selected in the Classification Methods pane. All other values is an additional class assigned to outliers, i.e. instances of data that fall outside the predefined ranges. In the example, if the dataset contains a valid value of 5678, which exceeds the biggest class break of 4424, this outlier value would be grouped as an Other Value. See All other values class. Label [text] The label to be used in the legend (if enabled) on the exported graphic for all other values. Can be edited as required, for example, No data available. Symbol [graphic] Configure [button] A rectangle showing the colour for other values not in any existing class. Configure the symbology for All other values and click OK to apply your configuration. This configuration only applies to the All other values symbol. Fill color Select the fill colour for the symbol from the colour picker. ECDC May 2015 All rights reserved. Page 109 of 198 Edition 1.3.4

110 EMMa Map layer creation Control Action or description Fill pattern Outline color Outline width Select the pattern for the fill from the drop-down list. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Precision Round to [number control] Buttons Symbol preview Shows the size and appearance of your symbol on a map. Specifies the number of decimal places (digits after the decimal mark) displayed on the label. OK [button] Click to accept the current values. Cancel [button] Click to cancel this layer Polygon geometry - configuring regions with unique values This configuration applies a different colour for each field value to be mapped in the layer to each polygon, i.e. to each region specified by the geocodes. If two regions both have the same field value, the same colour is applied to both polygons (regions). Unique values can be either text or numeric. However, N/A is treated as a coded value. In this example, a layer with unique values is superimposed on a choropleth layer, which in turn is superimposed on the basemap. Note that within the unique value layer there are both circles and crosses. The circles represent specific values; the crosses represent null values (see All other values below). You use the Unique Values Configurator to configure unique values. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer. To configure a layer with unique values: A. For a newly created layer B. For an existing layer Select Polygon Geometry during Creating a map layer. 2. Select Unique values as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane (must be a polygon geometry layer). 2. On the Symbols ribbon, click Unique values. ECDC May 2015 All rights reserved. Page 110 of 198 Edition 1.3.4

111 ECDC Map Maker User Guide Map layer creation The Unique Values Configurator opens. 3. Configure the unique values using the controls described in Table 13. Table 13: Unique values controls for polygon layers Control Field [drop down] Action Select the field you want to use for unique values. Symbology Template symbol [graphic] Shows the common visual characteristics of the unique value colour fill. Configure [button] Configure the symbology and click OK to apply your configuration. ECDC May 2015 All rights reserved. Page 111 of 198 Edition 1.3.4

112 EMMa Map layer creation Control Action Fill pattern Outline color Outline width Opens a drop-down list of patterns from which you can select the pattern for the fill. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Symbol preview Shows the size and appearance of your symbol on a map. Apply template symbol [button] Randomize colours [button] The application applies random colours to the symbols; if you are not satisfied with the set you get you click the button again to get a different set. All other values class All other values is an additional class assigned to outliers, i.e. instances of data that fall outside the predefined ranges; in this case, they are null value (no data defined) for that data point. Label [text] The label as shown in the legend in the exported map (if enabled). Optionally, you can edit these labels manually. Symbol [graphic] A graphic of the actual colour fill as displayed on the map for the All other values class. Configure [button] Configure the symbology for All other values and click OK to apply your configuration. This configuration only applies to the All other values symbol. Fill color Outline color Outline width Symbol size Symbol shape Select the fill colour for the symbol from the colour picker. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Specify the size of the symbol including the outline. Select a shape for the symbol used in this layer. The default shape is a circle. ECDC May 2015 All rights reserved. Page 112 of 198 Edition 1.3.4

113 ECDC Map Maker User Guide Map layer creation Control Action Symbol preview Shows the size and appearance of your symbol on a map. Unique values [table] A-Z and Z-A [buttons] Sorts the label list in either ascending or descending order. Add new value [button] Adds an empty row (value) to the table. Up and down [buttons] Moves a selected row up or down. X [button] Removes a row from the table. The assigned map area will be coloured in pattern/ colour fill of All other values. Symbol [column] Shows the colour assigned to the value in the Value column. Value [column] Shows the numeric values, as specified in the imported CSV dataset. Label [column] Click the entries in the Label column and type in your own text (see below, left) to obtain the result in the Table of Contents (below, right), for example: 4. Click OK to save your changes. 5. If necessary, (i) make the layer visible by selecting the check-box next to the name in the Table of Contents pane and (ii) move the layer forwards by using the Bring Forward command in the Layer ribbon. Note that a layer can be selected for editing but might not be visible. ECDC May 2015 All rights reserved. Page 113 of 198 Edition 1.3.4

114 EMMa Map layer creation Configuring point geometric layers If you want to use symbols in your layer, you select Point Geometry when you create your map layer. This dialogue box appears only during creation of the layer; you cannot recall it later. When you have selected Point Geometry, the Select symbolisation method gallery displays four options for symbolisation in the layer you are creating. Click the appropriate map icon to apply a symbolisation method to your map layer. For details on configuring your symbolisation, see: Configuring point layers with a single symbol Configuring point layers with graduated symbols Configuring point layers with unique values Configuring point layers with proportional symbols Notes: Not all four symbolisation options might be shown. This will be the case if the variable you have selected is text graduated colours are only available for numeric variables. You can later change the symbolisation for your layer using the options in the Legend Type group on the Symbols ribbon, see Configuring layer symbolisation from the ribbon. However, you cannot change a layer from point to polygon geometry this requires you to make a new layer. ECDC May 2015 All rights reserved. Page 114 of 198 Edition 1.3.4

115 ECDC Map Maker User Guide Map layer creation Point geometry - configuring a single symbol This configuration applies the same symbol (shape, size, and colour) for all field values to be mapped in the layer, to all the regions specified by the geocodes. The default symbol is a circle, red fill, white outline, width 1, and size 10. Layer with single symbols Geometry: Point Single values (when configured) as shown in the Table of Contents (above). You can also include this list as a legend in the exported map. You use the Single Symbol Configurator to configure single symbols. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer. To configure a layer with a single symbol: A. For a newly created layer B. For an existing layer Select Point Geometry during Creating a map layer. 2. Select Single Symbol as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane (must be a point geometry layer). 2. On the Symbols ribbon, click Single Symbol. ECDC May 2015 All rights reserved. Page 115 of 198 Edition 1.3.4

116 EMMa Map layer creation The Single Symbol Configurator opens. 3. Click Configure. The Symbol Configurator opens. 4. For each control in turn, specify the values you require: Control Fill color Outline color Outline width Symbol size Symbols shape Symbol preview Description Select the fill colour for the symbol from the colour picker. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Specify the size of the symbol including the outline. Select a shape for the value symbol used in this layer. The default shape is a circle. Shows the size and appearance of your symbol on a map. 5. Click OK to apply your configuration. 6. Click OK again to return to the map view. Point geometry - configuring graduated symbols This configuration applies a symbol proportional to size of an interval of values (which must be numeric) to be mapped in the layer, to each region specified by the geocodes. If two regions have different values both of which are within the same interval, the same symbol size is shown for both regions. This is different to proportional symbols, where the size of the symbol reflects the individual value; for example, a proportional symbol representing a field value of 24 would be twice the size of one representing a field value of 12. ECDC May 2015 All rights reserved. Page 116 of 198 Edition 1.3.4

117 ECDC Map Maker User Guide Map layer creation For graduated symbols, the interval of each class is defined by class breaks. You define these using the Class Breaks command on the Symbols ribbon, which enables you to assign each class (interval) a symbol from a predefined set of symbols - from smallest to largest. You can configure graduated symbols when you create a new layer, or you can later edit the configuration for an existing layer. You use the Class Breaks Configurator to configure graduated symbols. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer. To configure a layer with graduated symbols: A. For a newly created layer B. For an existing layer Select Point Geometry during Creating a map layer. 2. Select Graduated Symbols as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane. 2. On the Symbols ribbon, click Class Breaks. In either case, the Class Breaks Configuration (for graduated symbols) dialogue box opens. 3. In the Field drop-down, select the mapping field you want to apply to the layer. 4. Configure the class breaks using the controls described in Table 14. ECDC May 2015 All rights reserved. Page 117 of 198 Edition 1.3.4

118 EMMa Map layer creation Table 14: Class breaks controls for point layers Control Active Layer Classification Methods Action or description The currently selected layer that your changes will modify. A list of methods for calculating the values of the class breaks for the proportional symbol sizes. The default is Natural Breaks. Equal interval Divides the range of attribute values into equal-sized sub-ranges. This method emphasizes the amount of an attribute value relative to other values. Quantile Range of possible values is divided into unequal-sized intervals so that the number of values is the same in each class. Classes at the extremes and middle have the same number of values. Natural breaks Classes are based on natural groupings inherent in the data. Class breaks that best group similar values and that maximise the differences between classes are identified. Standard deviation The standard deviation classification method shows you how much a feature s attribute value varies from the mean. Manual breaks If you want to define your own classes, you can manually add class breaks and set class ranges that are appropriate for your data, starting from one of the standard classifications. Properties Properties that you can use to define how the symbols are assigned and displayed: Field [dropdown] Select the field to be used as the source data in the layer you are defining. The drop-down list is populated from the Selected Fields list in the summarisation step in the Data Import Wizard. You must select a numeric field. Classes [Number control] Select the number of classes to be displayed. Changing this value automatically changes the class boundaries. The default value is five. Color [palette] Shows the current colour assigned; the default palette is red. Click the selector. button to open the colour Shape [drop-down] Size [drop-downs] Select a different shape, if required. The default shape is a circle. Define the size in pixels for the smallest and largest symbols. ECDC May 2015 All rights reserved. Page 118 of 198 Edition 1.3.4

119 ECDC Map Maker User Guide Map layer creation Control Symbology Action or description Shows how the symbols will appear on the layer based on the classification method and the properties (see above). Symbol [column ] Min, Max [columns] A graphic showing the colour, outline and shape assigned to the symbol. The minimum and maximum breaks of the classes (intervals) for the selected field The default graduation is a series of five rows (classes). Label [column] Click the entries in the Label column and type in your own text (see below, left) to obtain the result in the Table of Contents (below, right), for example: Geometry Type Map Type Active Method All other values class Specifies the geometry type (point) selected when Creating a map layer. Specifies the map type (graduated symbols). Specifies the classification method, as specified in the Classification Methods pane. All other values is an additional class assigned to outliers, i.e. instances of data that fall outside the predefined ranges. In the example, if the dataset contains a valid value of 99, which exceeds the biggest class break of 97, this outlier value would be grouped as an Other Value. See All other values class. Label [text] The label to be used in the legend (if enabled) on the exported graphic. Can be edited as required, for example, No data available. Symbol [graphic] Configure [button] A rectangle showing the colour for other values not in any existing class. Configure the symbology for All other values and click OK to apply your configuration. This configuration only applies to the All other values symbol. Fill color Outline color Outline width Symbol size Symbols shape Select the fill colour for the symbol from the colour picker. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Specify the size of the symbol including the outline. Select a shape for the symbol used in this layer. The default shape is a circle. ECDC May 2015 All rights reserved. Page 119 of 198 Edition 1.3.4

120 EMMa Map layer creation Control Precision Round to [number control] Buttons Action or description Symbol preview Shows the size and appearance of your symbol on a map. Specifies the number of decimal places (digits after the decimal mark) displayed on the label. OK [button] Click to accept the current values. Cancel [button] Click to cancel this layer Point geometry - configuring symbols with unique values This configuration applies a differently coloured symbol for each field value to be mapped in the layer, to each region specified by the geocodes. If two regions both have the same field value, the same coloured symbol is applied to both regions. Unique values can be either text or numeric. However, N/A is treated as a coded value. In this example, a layer with unique values is superimposed on a choropleth layer, which in turn is superimposed on the basemap. Note that within the unique value layer there are both circles and crosses. The circles representing specific values, the cross representing null values (see All other values, below). You use the Unique Values Configurator to configure unique symbols. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer. To configure a layer with unique values: A. For a newly created layer B. For an existing layer Select Point Geometry during Creating a map layer. 2. Select Unique Values as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane (must be a point geometry layer). 2. On the Symbols ribbon, click Unique values. ECDC May 2015 All rights reserved. Page 120 of 198 Edition 1.3.4

121 ECDC Map Maker User Guide Map layer creation The Unique Values Configurator opens. The Unique values dialogue box is initially empty. 3. If the configurator is empty, click Field to select the symbolisation field. 4. Configure the unique values using the controls described in Table 15. Table 15: Unique value controls for point layers Control Field [drop down] Action Select the field you want to use for unique values. ECDC May 2015 All rights reserved. Page 121 of 198 Edition 1.3.4

122 EMMa Map layer creation Control Action Symbology Template symbol [graphic] Shows the common visual characteristics of the unique value symbol, that is, the border width and colour. Configure [button] Configure the symbology and click OK to apply your configuration. Outline color Outline width Symbol size Symbol preview Symbol shape Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Specify the size of the symbol including the outline. Shows the size and appearance of your symbol on a map. Select a shape for the symbols used in this layer. The default shape is a circle. Apply Template symbol [button] Randomize colours [button] All other values class Click this button to update the symbols in the table. The application applies random colours to the symbols; if you are not satisfied with the set you get you click the button again to get a different set. All other values is an additional class assigned to outliers, i.e. instances of data that fall outside the predefined ranges; in this case, they are null value (no data defined) for that data point. Label [text] The label as shown in the legend in the exported map (if enabled). Optionally, you can edit these labels manually. Symbol [graphic] A graphic of the actual colour fill as displayed on the map for the All other values class. ECDC May 2015 All rights reserved. Page 122 of 198 Edition 1.3.4

123 ECDC Map Maker User Guide Map layer creation Control Action Configure [button] Configure the symbology for All other values and click OK to apply your configuration. This configuration only applies to the All other values symbol. Fill color Outline color Outline width Symbol size Symbol shape Symbol preview Select the fill colour for the symbol from the colour picker. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Specify the size of the symbol including the outline. Select a shape for the symbol used in this layer. The default shape is a circle. Shows the size and appearance of your symbol on a map. Unique values [table] A-Z and Z-A [buttons] Sorts the label list in either ascending or descending order. Add new value [button] Adds an empty row (value) to the table. Up and down [buttons] Moves a selected row up or down. X [button] Removes a row (value) from the table. The assigned map area will be coloured in patter/colour fill of All other ECDC May 2015 All rights reserved. Page 123 of 198 Edition 1.3.4

124 EMMa Map layer creation Control Action values. Symbol [column] Shows the colour assigned to the value in the Value column. Value [column] Shows the numeric values, as specified in the imported CSV dataset. Label [column] Click the entries in the Label column and type in your own text (see below, left) to obtain the result in the Table of Contents (below, right), for example: 5. Click OK to save your changes. 6. If necessary, (i) make the layer visible by selecting the check-box next to the name in the Table of Contents pane and (ii) move the layer forwards by using the Bring Forward command on the Layer ribbon. Note that a layer can be selected for editing but might not be visible. Point geometry - configuring proportional symbols This configuration applies a symbol size (area) proportionate to each field value (which must be numeric) for the field selected for the layer. For example, a proportional symbol representing a field value of 24 would have twice the area of one representing a field value of 12. This differs from graduated symbols, where the symbol is assigned to an interval of values. There are two types of proportional symbols: Classic proportional symbols: The symbol sizes increase proportionally from a minimum size that you define. Inverted proportional symbols: The symbol sizes decrease proportionally from a maximum size that you define. The important difference between these two types of symbology is the way they represent field values with a very large spread between the smallest and largest field values. For example, Figure 9 shows field values ranging from 1 for Turkmenistan (invisible) to for Spain illustrated using classic proportional symbols. While the size of the symbols can be somewhat reduced, the figure illustrates that these symbols do not represent this data clearly. Figure 10 shows the same field values illustrated using inverted proportional symbols. Here the data representation is much clearer. However, the difference between the values of 1 for Turkmenistan and 67 for Iceland is not perceptible. ECDC May 2015 All rights reserved. Page 124 of 198 Edition 1.3.4

125 ECDC Map Maker User Guide Map layer creation Figure 9: Large spread of field values classic proportional symbols Figure 10: Large spread of field values inverted proportional symbols While the size of each symbol is proportionate to the field value it represents, the classes shown in the legend in the Table of Contents pane are graduated to the power of ten, i.e. 10, 100, 1000, etc. ECDC May 2015 All rights reserved. Page 125 of 198 Edition 1.3.4

126 EMMa Map layer creation Configuring proportional symbols You use the Proportional Symbol Configurator to configure proportional symbols. This dialogue box can be opened when you create a new layer, or later when you want to edit the configuration for an existing layer. To configure a layer with proportional symbols: A. For a newly created layer B. For an existing layer Select Point Geometry during Creating a map layer. 2. Select Proportional symbols as the symbolisation method. 1. Select the layer you want to modify in the Table of Contents pane (must be a point geometry layer). 2. On the Symbols ribbon, click Proportional symbols. In either case, the Proportional Symbol Configurator opens. The default symbol is a transparent circle. This is currently the only transparent symbol shape available. However, different symbol shapes can be selected for solid symbols. See Alternative proportional symbol shapes. ECDC May 2015 All rights reserved. Page 126 of 198 Edition 1.3.4

127 ECDC Map Maker User Guide Map layer creation 3. In the Field drop-down, select the mapping field you want to apply to the layer. 4. Select whether you want to or do not want to display a symbol for each null or zero value. 5. Click the null or zero symbol if you want to modify the appearance of the null or zero value symbol. This configuration applies only to the null or zero value symbol. Fill color Outline color Outline width Symbol size Symbol shape Symbol preview Select the fill colour for the null or zero symbol from the colour picker. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Specify the size of the null or zero symbol including the outline. Select a shape for the null or zero value symbol used in this layer. The default shape is a circle. Shows the size and appearance of your null or zero symbol on a map. 6. Click the Label field, if you want to edit the label text to be displayed in the legend. 7. Select the symbol method - either: Classic proportional symbols Go to Classic proportional symbols. Or Inverted proportional symbols Go to Inverted proportional symbols. ECDC May 2015 All rights reserved. Page 127 of 198 Edition 1.3.4

128 EMMa Map layer creation Classic proportional symbols The sizes of classic proportional symbols increase proportionally from a minimum size derived from a width in pixels that you select. The selected minimum value symbol size defines the smallest field value s symbol width, from which the area of the smallest symbol is derived. The symbol size (area) for each of the other field values is proportional to the area of the smallest symbol. This option is useful if you need to display precise differences between all the field values in your dataset. Advantage: The symbol sizes for small values are clearly differentiated in your map. Disadvantage: Large field values can dominate the presentation in your map. See for example Figure 9. Classic proportional symbols are normally preferable to inverted proportional symbols. However, if the largest symbols will be too large to represent your data clearly, consider using inverted symbols instead. To configure classic proportional symbols for your layer: 1. Open the Proportional Symbol Configurator. ECDC May 2015 All rights reserved. Page 128 of 198 Edition 1.3.4

129 ECDC Map Maker User Guide Map layer creation 2. Select Standard (min-to-max) as the symbol method (default). 3. Set the minimum symbol width in pixels. This is the width of the symbol that will represent the smallest field value. Symbol sizes are proportional to the minimum the area of the symbol representing the maximum field value will be twice the area of the mean field value. You can quickly see whether the symbol size for the largest field value will probably be too large by adjusting the minimum value symbol size. If the maximum symbol cannot be displayed in its pane (see red arrow), your large symbols are likely to be too dominant in your map. Conversely, if the symbol size in the minimum pane (see blue arrow) is very small, this might make it impossible for users to differentiate values. 4. Select a transparent or solid symbol. 5. Click on Configure to select colouring and opacity. ECDC May 2015 All rights reserved. Page 129 of 198 Edition 1.3.4

130 EMMa Map layer creation 6. Click on OK to apply the configuration. 7. Click on OK to apply your selection to the layer s symbology. Inverted proportional symbols The sizes of inverted proportional symbols decrease proportionally from a maximum size derived from a width in pixels that you select. The selected maximum value symbol size defines the largest field value s symbol width, from which the area of the largest symbol is derived. The symbol size (area) for each of the other field values is proportional to the area of the largest symbol. Classic proportional symbols are normally preferable to inverted proportional symbols. However, inverted symbols are useful if there are large differences between the field values: Advantage: The symbol sizes for large values can be reduced for clearer presentation in your map. Disadvantage: It can be hard to differentiate between symbols for small values. If differentiating between the small symbols displayed in the symbol previews is too difficult, consider using classic proportional symbols instead. For example, the difference in Figure 10 between the values of 1 for Turkmenistan and 67 for Iceland is not perceptible. Figure 11: Inverted proportional symbols - maximum sizes of 100 and 50 px ECDC May 2015 All rights reserved. Page 130 of 198 Edition 1.3.4

131 ECDC Map Maker User Guide Map layer creation To configure inverted proportional symbols for your layer: 1. Open the Proportional Symbol Configurator. 2. Select Inverted (max-to-min) as the symbol method. 3. Set the maximum symbol width in pixels. This is the width of the symbol that will represent the largest field value. Symbol sizes are proportional to the maximum the area of the symbol representing the mean field value will be half the area of the symbol for the maximum field value. If you cannot see the whole symbol in the maximum pane (see red arrow), the maximum symbol size might be excessive for your map. Likewise, if the symbol size in the minimum pane (see blue arrow) is very small, this might make it impossible for users to differentiate values. 4. Select a transparent or solid symbol. 5. Click on Configure to select colouring and opacity. The Symbol Configurator opens. ECDC May 2015 All rights reserved. Page 131 of 198 Edition 1.3.4

132 EMMa Map layer creation 6. Click on OK to apply your modifications. 7. Click on OK to apply your selection to the layer s symbology. Alternative proportional symbol shapes You can select different symbol shapes for solid symbols. However, a transparent circle is the only symbol shape currently available for transparent symbols. To select a different symbol shape: 1. Open the Proportional Symbol Configurator. 2. Click Solid symbol. 3. Click Configure. The Symbol Configurator opens. Fill color Outline color Outline width Symbol shape Symbol preview Select the fill colour for the symbol from the colour picker. Select the outline colour from the second colour picker. Specify the width of the symbol outline. The outline improves visibility of the symbols especially if overlaying a multi-coloured layer. Select a shape for the symbol. The default shape is a circle. Shows the size and appearance of your symbol on a map. 4. Click on OK to apply your modifications. ECDC May 2015 All rights reserved. Page 132 of 198 Edition 1.3.4

133 ECDC Map Maker User Guide Map layer creation Configuring layer symbolisation from the ribbon In addition to selecting the symbolisation method while creating your map layer, you can also select a different symbolisation method at any time during your session by using the buttons in the Legend Type group on the Symbols ribbon. Note that: The Proportional Symbol option is only enabled for point geometry; it is disabled (greyed-out) for polygon geometry. The Class Breaks option supports both the Graduated Colours and Graduated Symbols functionalities. Polygon Point You can read how to use these buttons to configure your layer s symbolisation here: Polygon Class Breaks Single Symbol Unique Values Polygon geometry - configuring graduated colours Polygon geometry - configuring with a single symbol (colour) Polygon geometry - configuring regions with unique values Point Class Breaks Single Symbol Proportional Symbols Unique Values Point geometry - configuring graduated symbols Point geometry - configuring a single symbol Point geometry configuring proportional symbols Point geometry - configuring symbols with unique values ECDC May 2015 All rights reserved. Page 133 of 198 Edition 1.3.4

134 EMMa Map layer creation Class breaks Class breaks are used to group values within intervals, referred to as classes. Each class is assigned a maximum and minimum value that defines the interval. You define class breaks in the Class Breaks Configuration dialogue-box, which is opened by the Class Breaks command on the Symbols ribbon. Note that the class breaks functionality for graduated symbols in point geometry is the same as the class breaks functionality for graduated colours in polygon geometry. In the example below, the class break between class 1 and class 2 is In the example: All values, x, in class 1 satisfy the inequality: <= x < All values, y, in class 2 satisfy the inequality: <= y < The classification method determines the values of the class breaks, given the number of classes the user specifies. When configured, class breaks are shown under the Map Contents in the Table of Contents. They can also be included as the legend for the layer in exported maps. See Customising the legend. All other values class The All other values class is a container for outliers, i.e. instances of data that fall outside the range of the class breaks. You use the Symbol Configurator to apply a different symbol or fill colour to such outliers. See Figure 12. Figure 12: All other values configuration This situation can occur only after the class breaks have been defined, e.g. by later importing a value that falls outside the class breaks, or by manually changing a value so that it falls outside the class breaks. By default, when the data are originally imported the class breaks include all the values. ECDC May 2015 All rights reserved. Page 134 of 198 Edition 1.3.4

135 ECDC Map Maker User Guide Map layer creation In the example below, the Data values table contains a value for DE of , which exceeds the biggest class break of This means that this outlier value would be categorised as an Other Value. Other values are assigned a separate symbol or colour fill, as illustrated in Figure 12. Figure 13: Relationship between class breaks and data values Class Breaks Configuration pane Data values in Excel Class is included for illustration purposes only. Borders between regions and countries You use the Symbology commands on the Symbols ribbon to adjust the thickness and set the colour of the borders between regions and countries. ECDC May 2015 All rights reserved. Page 135 of 198 Edition 1.3.4

136 EMMa Layer management Layer management This section describes how you: Build up a map by creating layers from imported CSV data and/or imported specialist maps. Modify layers to fine-tune your map. Map layers are superimposed on a basemap. When you first use EMMa, you will most likely want to use the default basemap (EU/EEA member states), but this section also explains how to change the basemap if you wish to do so. After you have created a layer in EMMa, it is added to the list of layers in the Table of Contents pane. Figure 14: Table of contents pane The order of the layers in the pane is bottom-up - when a new layer is added, it is added to the top of the list in the Map Contents pane. The order of layers reflects their z-order in the map: layers that are newer cover older ones (see Changing layer positions). The basemap is listed at the bottom of the pane. The Table of Contents pane enables you to select a layer and then apply commands from the ribbons to that layer. See Working with layers. The pane has three command controls: Search Browse Table of contents See Adding content to a map. If the Table of Contents pane (Figure 1) is not already displayed, click Table of Contents on the Application ribbon. ECDC May 2015 All rights reserved. Page 136 of 198 Edition 1.3.4

137 ECDC Map Maker User Guide Layer management Note that: The name of the selected layer is highlighted, and the layer commands on the ribbons apply to the selected layer. The selected check-boxes indicate which layers are visible (if not obscured by a higher opaque layer). Closing and reopening the Table of Contents does not affect which layer is currently selected. To display more layer details, you can drag the pane s bottom right-hand corner (Figure 2-1) to expand the pane, and use the slider (Figure 2-2) to move up and down through the selected layers. Figure 15: Expanded table of contents pane Working with layers The order of the layers in the Table of Contents pane is bottom-up - when a new layer is added, it is added to the top of the list in the pane. You use the pane to select the layer you want to configure, and to apply commands from the ribbons to that layer. Specifically, you use the Table of Contents pane to: Select a layer Rename a layer Change layer positions ECDC May 2015 All rights reserved. Page 137 of 198 Edition 1.3.4

138 EMMa Layer management Configure layer transparency Hide a layer Remove a layer Configure pop-ups Filter a layer Selecting a layer To select a layer: 1. Navigate to the Table of Contents pane (if the pane is not already displayed, see show Table of Contents pane). The newest-created layer is the selected layer by default. 2. Expand the Table of Contents, if necessary. 3. Click the name of the layer you want to select. A grey background now highlights the selected field. Renaming a layer When you create a new layer, a default name is automatically derived as a combination of the dataset and symbolisation field names. You can change this name already in the Create Layer dialogue box while creating the dataset. However, you can also later change it at any time through the Table of Contents pane. 1. Select the layer in the Table of Contents pane. 2. Open the Layer ribbon. 3. Click Rename. In the Table of Contents pane, the text is now editable. ECDC May 2015 All rights reserved. Page 138 of 198 Edition 1.3.4

139 ECDC Map Maker User Guide Layer management 4. Rename the layer as required. 5. Click outside the text box to effect the change. Changing layer positions The order of the layers is bottom-up - when a new layer is added, it is added to the top of the list in the Table of Contents pane. The default order of layers reflects their z-order in the map: newer layers cover older ones. Map layers are displayed over the basemap in the same order in which they appear in the Table of Contents pane, i.e.: The first layer shown in the Table of Contents is the top layer. The second layer shown in the Table of Contents is the second-top layer. The last layer shown in the Table of Contents is the bottom layer. You can move layers up or down by using the Draw Order commands on the Layer ribbon. To change a layer s position: 1. Select the layer in the Table of Contents pane. 2. Open the Layer ribbon. 3. In Draw Order: -> Click Bring Forward to raise the layer to a higher position. -> Click Send Backward to sink the layer to a lower position. When the selected layer has reached the top or bottom position, respectively the Bring Forward or Send Backward command is greyed-out. For example, in Figure 3 Subject X is now the bottom layer. ECDC May 2015 All rights reserved. Page 139 of 198 Edition 1.3.4

140 EMMa Layer management Figure 16: Bottom layer Adjusting layer transparency By default, layers are not transparent, but sometimes you might need to see the layer below for an indication of the presence or absence of some feature. Note that you cannot adjust the transparency of a layer during map export. You should therefore adjust the transparency of all layers before proceeding to create an image. To adjust a layer s transparency: 1. Select the layer in the Table of Contents pane. 2. Open the Layer ribbon. 3. Click Transparency. The transparency slider is displayed. 4. Move the slider up or down to increase or decrease the layer s transparency as necessary for your map. ECDC May 2015 All rights reserved. Page 140 of 198 Edition 1.3.4

141 ECDC Map Maker User Guide Layer management Hiding a layer You can hide a layer temporarily, i.e. make it invisible. When you hide a layer, the layer is removed from the basemap, but it remains in the Table of Contents pane (from where you can later select to display it again). To hide a layer: 1. Select the layer in the Table of Contents pane. 2. Clear the check-box beside the layer s name to hide the layer on basemap. Visible Hidden You can still select the layer even if it is not visible and change its attributes, as necessary. However, the layer will not appear in any exported map if it is hidden. Removing a layer When you remove a layer, you delete it permanently from both the basemap and the table of contents. There is no undo operation. However, you can, of course, recreate a layer from the data in the dataset. To remove a layer: 1. Select the layer in the Table of Contents pane. 2. Open the Layer ribbon. 3. Click Remove. The following message appears: 4. Click OK. ECDC May 2015 All rights reserved. Page 141 of 198 Edition 1.3.4

142 EMMa Layer management The selected layer is deleted. Configuring pop-ups This section describes how you configure pop-ups for layers. The field names and aliases listed in the pop-up configurator are for the fields in the attribute table. To configure a pop-up: 1. Select the layer in the Table of Contents pane. 2. Open the Layer ribbon. 3. Click Pop-Ups. The pop-up configurator opens. The controls in the pop-up configurator are described in Table 1. Table 16: Pop-up configuration controls Component Disable pop-ups Show pop-ups Header Description Click Disable pop-ups to disable all pop-up windows. Select whether to display the pop-up windows when the attribute is clicked or when the cursor hovers over the attribute. On-hover mode is only supported for layers created from an imported dataset or based on a dynamic map service. Select which field in the drop-down list is to be the header for the popup. ECDC May 2015 All rights reserved. Page 142 of 198 Edition 1.3.4

143 ECDC Map Maker User Guide Layer management Component Visible Name Alias Clear All Description Check the check-box to display the field in the pop-up. Clear the checkbox to hide the field in the pop-up. The name of the field in the originating CSV file. The value is not displayed in the pop-up and the field is not editable. The name of the field displayed in the pop-up. This field is editable click the alias field to activate editing. Clears all the check-boxes in the Visible column. When all the checkboxes are cleared, the button caption changes to Select All - when clicked, Select All checks every check-box in the Visible column. 4. Select Show pop-ups. 5. Click Pop-Ups on the Layer ribbon to close the configurator. Filtering a layer This section describes how you filter a layer. Filtering applies SQL expressions to the data in the layer to define a subset of data. Filtering is currently only available on graphics layers created by EMMa. To filter a layer: 1. Select the layer in the Table of Contents pane. 2. Open the Layer ribbon. 3. Click Filter. ECDC May 2015 All rights reserved. Page 143 of 198 Edition 1.3.4

144 EMMa Layer management The filter dialogue box is displayed. 4. Enter the SQL expression that you want to use as a filter. 5. Click Apply. Your filtering is now applied, see right-hand illustration. ECDC May 2015 All rights reserved. Page 144 of 198 Edition 1.3.4

145 ECDC Map Maker User Guide Layer management The Data tab enables you to see the underlying data available for filtering. Importing layers into a map In addition to enabling you to modify layers, the Table of Contents pane enables you to import content to create layers from external data sources. The Table of Contents pane has three command controls: Search Browse Table of contents You use the Search button to search for and import places and GIS content that is publicly available on the Internet. See Searching for content. You use the Browse button to connect to GIS content on in-house GIS servers, or on listed ArcGIS servers, or on servers that you already know about, from where you can then import content to use as layers. See Browsing for content. You use the table of contents button to return you to the list view from the search or browse functionality. ECDC May 2015 All rights reserved. Page 145 of 198 Edition 1.3.4

146 EMMa Layer management Searching for content The search functionality enables you to: Search and add places. Search ArcGIS online to find map, feature, and image services. Search the web for GIS content. Click the Search button in the Table of Contents pane to display the search field. The search field and search options are now displayed. Searching for and adding places With the Search Places function, you can search for locations (e.g., cities or countries), addresses, roadways, landmarks, and the like, and then add these to your map. To find and add a place: 1. Open the Table of Contents pane, if it is not already displayed see Selecting a layer on page Click the Search button to display the search field. ECDC May 2015 All rights reserved. Page 146 of 198 Edition 1.3.4

147 ECDC Map Maker User Guide Layer management 3. Check that Places (the default search option) is selected. 4. Enter the placename or your search criteria in the text field. 5. Click the magnifying glass icon or press Enter to perform the search. 6. Drag the bottom right-hand corner of the pane to expand it to show all the results matching your search criteria. Note: You can enter more than one criterion in your search. For example, searching for Copenhagen Denmark will exclude towns called Copenhagen outside Denmark. 7. Select the place that most closely represents what you are looking for. 8. Click Add alongside the placename to add the place to your map. ECDC May 2015 All rights reserved. Page 147 of 198 Edition 1.3.4

148 EMMa Layer management The selected place is added to your map as a layer and is depicted as a pinpoint. You can now use this place in other ways, for example, with the Find nearby function, and you can display and hide it by checking and unchecking the check-box in the Map Contents pane. 9. Click the Search button to return to the search field. 10. Click the icon to close your search. 11. Click the Table of Contents button to return to the list view. You can now use this place in other ways, for example, with the Find nearby function, and you can display and hide it by checking and unchecking the check-box in the Map Contents pane. Important: Your layer is not saved until you have saved your map project, see Saving your maps. ECDC May 2015 All rights reserved. Page 148 of 198 Edition 1.3.4

149 ECDC Map Maker User Guide Layer management Searching ArcGIS With the Search ArcGIS function, you can search for ArcGIS online content such as maps, features and images made available by the Esri community and other GIS users. To search ArcGIS online: 1. Open the Table of Contents pane, if it is not already displayed see Selecting a layer on page Click the Search button to display the search field. 3. Click ArcGIS in the Search pane. 4. Enter your search criteria in the text field. 5. Click the magnifying glass icon or press Enter to perform the search. 6. Drag the bottom right-hand corner of the pane to expand it to show all the results matching your search criteria. Note: You can enter more than one criterion in your search. For example, searching for livestock europe will exclude the livestock results outside Europe. 7. Point the cursor at a result to display its title, owner, URL, thumbnail, description, and rating. ECDC May 2015 All rights reserved. Page 149 of 198 Edition 1.3.4

150 EMMa Layer management 8. Select the result that most closely represents what you are looking for. 9. Click Add to add it as a layer. The new layer is added at the top of the layer stack and is listed at the top of the Map Contents pane. See changing layer positions for a description of how to reposition the layer. You can now display and hide the layer by checking and unchecking the check-box in the Map Contents pane. 10. Click the Search button to return to the search field. 11. Click the icon to close your search. ECDC May 2015 All rights reserved. Page 150 of 198 Edition 1.3.4

151 ECDC Map Maker User Guide Layer management 12. Click the Table of Contents button to return to the list view. You can now display and hide the layer by checking and unchecking the check-box in the Map Contents pane. Important: Your layer is not saved until you have saved your map project, see Saving your maps. Searching the web With the Search Web function, you can search for maps, features, and images that are publicly available on the Internet. To search the web: 1. Open the Table of Contents pane, if it is not already displayed see Selecting a layer on page Click the Search button to display the search field. 3. Click The Web in the Search pane. 4. Enter your search criteria in the text field. 5. Click the magnifying glass icon or press Enter to perform the search. 6. Drag the bottom right-hand corner of the pane to expand it to show all the results matching your search criteria. Note: You can enter more than one criterion in your search. For example, searching for demographics age will exclude the non-age related results. ECDC May 2015 All rights reserved. Page 151 of 198 Edition 1.3.4

152 EMMa Layer management 7. Point the cursor at a result to display its title, owner, URL, thumbnail, description, and rating. 8. Select the result that most closely represents what you are looking for. 9. Click Add alongside the result to add it as a layer. The new layer is added at the top of the layer stack and is listed at the top of the Map Contents pane. See changing layer positions for a description of how to reposition the layer. 10. Click the Search button to return to the search field. 11. Click the icon to close your search. ECDC May 2015 All rights reserved. Page 152 of 198 Edition 1.3.4

153 ECDC Map Maker User Guide Layer management 12. Click the Table of Contents button to return to the list view. You can now display and hide the layer by checking and unchecking the check-box in the Map Contents pane. Important: Your layer is not saved until you have saved your map project, see Saving your maps. Browsing map services The browse functionality supports searching for map services. Map services make the contents of a map hosted on a remote server available for use as layers in a map on the client. EMMa provides a default list of GIS servers hosting map services, but you can also add layers from publically available map services hosted on other servers. Map service layers are displayed in the Table of Contents pane in the same way as layers you create from a dataset. However, these two layer types are saved differently in your map project, and when you reopen a map project you have saved, they are rebuilt in different ways: For a layer based on an imported dataset, EMMa saves the layer s data into a CSV file in your map project, and saves the layer s symbology into the map project s XML file. When the map project is reopened, the layer is rebuilt from the CSV and XML files. See Saving your maps. For a layer based on a map service, EMMa does not save the layer s data into your map project, but saves only a link to the map service. If you have customised the layer s symbology, your customisation is saved into the map project s XML file. When the map project is reopened, the layer is rebuilt from the data from the remote GIS server and from any symbol customisation in the XML file. Not all map services permit customisation of their symbology. For a layer based on a map service of this type, when the map project is reopened, the layer is rebuilt from both the data and the symbols from the remote GIS server. EMMa only supports Esri map services. The WMS protocol is not currently supported. Note that EMMa does not support users in providing map services, but only supports the use of map services to create layers in maps in EMMa. Table 2 describes the different types of map service and the icons that represent them in the Browse pane. Table 17: Map services Icon Map service A map service consisting of multiple layers. The layers encapsulate all the data within the map service and use the symbols defined by the service. This means you can: Add all the layers in this map service to your map. Expand the service to see its sub-layers. Choose to display or hide the sub-layers. However, you cannot add or remove sub-layers, alter their symbols, or edit the layers underlying data, and the attribute table is not populated. Group layer service. This icon is used only as an aid for navigation through a collection of layers. You cannot add this grouping of layers to your map. ECDC May 2015 All rights reserved. Page 153 of 198 Edition 1.3.4

154 EMMa Layer management Icon Map service Layer service. You can: Add this map service as a single layer to your map. Edit the symbols. However, you cannot edit the layer s underlying data. The attribute table is populated with the imported data. Image service. You can add this map service as a single layer to your map. However, you cannot edit the symbols or the layer s underlying data, and the attribute table is not populated. Feature layer service. You can: Add this map service as a single layer to your map. Edit the symbols. Edit the layer s underlying data. The attribute table is populated with the imported data. This type of layer service is usually for collaborative development work and such a layer should not be added unless you are a participant. Figure 4 illustrates the different types of map service as they can be seen in the Browse pane. Note that some map services displayed in the Browse pane might not be available for you to add to your map, because the map service provider wishes to restrict distribution. For example, this will likely be the case with feature layer services as mentioned, these are usually intended for collaboration among a closed group of developers. Figure 5 and Figure 6 illustrate the Add Selected Layer button as deactivated and activated, indicating that the layer respectively cannot and can be added to your map. ECDC May 2015 All rights reserved. Page 154 of 198 Edition 1.3.4

155 ECDC Map Maker User Guide Layer management Figure 17: Map services displayed in the Browse pane Figure 18: Unavailable map service ECDC May 2015 All rights reserved. Page 155 of 198 Edition 1.3.4

156 EMMa Layer management Figure 19: Available map service Map services can be either: Or Dynamic: A dynamic map service is one where the server generates a new map (image) each time the user zooms or pans the map view, i.e. a dynamic service is not cached. This means that dynamic map services are slower to display. However, you need a dynamic service if your data will be updated often, e.g. real-time data, or if your layer might need its symbols changed. Cached: A cached map service is one where the server generates the entire map at several different scales and saves (caches) these scaled map images as tiles. Each time the user zooms or pans the map view, a cached tile in the correct scale is recalled. This means that cached map services are faster to display. However, the cached data cannot be edited and the symbols cannot be changed. If the data you want to display are unlikely to change, e.g. geological data, caching might be a better option. Cached maps are also suitable as basemaps. Secured services and proxy settings As an authorised EMMa user, you are a member of a restricted access service and the settings you need to access the map services in EMMa s default list of GIS servers are preconfigured for you within EMMa. This means you do not need to set the Add Secured Services or Configure Proxy options. These should be left in their default settings during your EMMa session. ECDC May 2015 All rights reserved. Page 156 of 198 Edition 1.3.4

157 ECDC Map Maker User Guide Layer management Figure 20: Default EMMa proxy URL setting Displaying mixed HTTP and HTTPS content When you search for content, depending on whether your dataset is from a secured (HTTPS) or notsecured (HTTP) source, you might get a window message asking whether you want to display mixed content (i.e. secure and non-secure). Select Yes. Adding a map service from an ECDC GIS Server To add a map service as a layer to your map from EMMa s default list of GIS servers: 1. Click the Browse button in the Table of Contents pane to display the browse field. ECDC May 2015 All rights reserved. Page 157 of 198 Edition 1.3.4

158 EMMa Layer management The browse field is now displayed. 2. Click the arrow to open the drop-down list. Note that you can add layers by entering the URL for a map service, see Adding other map services. EMMa s default list of GIS servers is displayed. Note that there are two types of sources, each indicated by its own icon: SharePoint: The SharePoint site that EMMa is running on is included as a data source in the Browse pane as a default feature of the ArcGIS software. Adding layers from SharePoint lists is not currently supported in EMMa and there are currently no GIS data accessible on this SharePoint site. GIS servers. 3. Click the name of the GIS server whose map services you want to access. 4. Click Yes to Display mixed content, if prompted. ECDC May 2015 All rights reserved. Page 158 of 198 Edition 1.3.4

159 ECDC Map Maker User Guide Layer management The map services on the GIS server are now displayed in the Browse pane. See Table 2 for a description of the map services that the icons represent. ECDC May 2015 All rights reserved. Page 159 of 198 Edition 1.3.4

160 EMMa Layer management 5. Navigate to the desired map service and click it to select it. 6. Click Add Selected Layer. The new layer is added at the top of the layer stack and is listed at the top of the Map Contents pane. See changing layer positions for a description of how to reposition the layer. You can now display and hide the layer by checking and unchecking the check-box in the Map Contents pane. Important: Your layer is not saved until you have saved your map project, see Saving your maps. Adding other map services In addition to the map services available through EMMa s default list of GIS servers, you can access map services available for public use if you know the map service s URL and if the host server does not have restricted user access. However, you cannot access a map service through EMMa if it is hosted on a server that has restricted user access, i.e. a server that requires you to log on using a user name and password. ECDC May 2015 All rights reserved. Page 160 of 198 Edition 1.3.4

161 ECDC Map Maker User Guide Layer management To access a map service on a server without restricted user access: 1. Click the Browse button in the Table of Contents pane to display the browse field. The browse field is now displayed. 2. Enter the map service s URL in the search field. 3. Click the magnifying glass icon or press Enter to perform the search. 4. Click Yes to Display mixed content, if prompted. ECDC May 2015 All rights reserved. Page 161 of 198 Edition 1.3.4

162 EMMa Layer management If you have access to the map service, the layers are now listed in the Browse pane. 5. Navigate to the desired map service and click it to select it. 6. Click Add Selected Layer. ECDC May 2015 All rights reserved. Page 162 of 198 Edition 1.3.4

163 ECDC Map Maker User Guide Layer management The new layer is added at the top of the layer stack and is listed at the top of the Map Contents pane. See changing layer positions for a description of how to reposition the layer. You can now display and hide the layer by checking and unchecking the check-box in the Map Contents pane. Important: Your layer is not saved until you have saved your map project, see Saving your maps. Service details Information on a map service can be displayed by clicking the Service Details command on the Layer ribbon. Information includes spatial information and coordinates, and general information as provided by the service s publisher. Service details are not available for all layers. Changing the basemap This section describes how you select a basemap. When you first use EMMa, you will most likely want to use the default basemap. However, you can select a different basemap at any time during your EMMa session. ECDC May 2015 All rights reserved. Page 163 of 198 Edition 1.3.4

164 EMMa Layer management A basemap provides the geographic context for the content that you want to display. The selected basemap is always displayed at the bottom of the list of layers in the Map Contents pane. The default basemap in EMMa is the EU/EEA member states. You can select an alternative basemap from the EMMa Enterprise GIS Server (ECDC) or the ESRI Server in the Basemap Gallery. You do not need to leave EMMa to do this. These basemaps include many options that can mix ECDC disease networks, roads, aerial, and topographic data with a variety of symbols. See, for example, Figure 8, in which an emissions layer is superimposed on a roadmap. Figure 21: Emissions data superimposed on a roadmap You cannot remove the basemap layer from the Map Contents pane, although you can select a blank basemap from the gallery. In the following example, you create a map from data you have already obtained from TESSy. ECDC May 2015 All rights reserved. Page 164 of 198 Edition 1.3.4

165 ECDC Map Maker User Guide Layer management To select a basemap: 1. Click Basemap on the Application ribbon. The basemap gallery opens. 2. Select the default basemap EU/EEA Members (recommended for your first maps). This is a world map. However, you can, for example, crop the view area to show only Europe in the Map view. You can use other maps as basemaps, but in general, select the simplest basemap that suits your requirements. 3. Click Basemap on the Application Ribbon again to close the gallery. The selected basemap is displayed in the background of the view area. Selecting multiple features A feature might be a symbol for a point geometry layer, or a region for a polygon layer. This function is useful when you want to retrieve data from specific places on a specific layer on the map. To select multiple features: 1. Select the layer from which you want to make your selections in the Table of Contents pane. 2. Open the Layer ribbon. 3. Click Select. 4. In the Viewer, drag your mouse diagonally across the screen to create a rectangle, as shown below. ECDC May 2015 All rights reserved. Page 165 of 198 Edition 1.3.4

166 EMMa Layer management Map before selection Map showing selected items. The items within the rectangle are now selected, as shown by a change in colour. 5. Click Select again. The rectangle disappears, but the new colours remain until you cancel the selection. All the commands in the Selection group are now enabled and you can now use the Zoom to, Export, and Find Nearby functions. 6. When you have completed your task(s), you can clear the selection by clicking Clear. Zoom to a selected feature If you want to display a specific area, you can use the selection function to set the coordinates of a rectangle bounded by the North, South, East, and West extremities of the features in that rectangle. Note that, in general, this rectangle is not identical to the one from which you made the original selection. To zoom to a selected feature: 1. Make a selection of one or more features. 2. Click Zoom to on the Layer ribbon. The image on the screen expands to show only the area containing the selected features. ECDC May 2015 All rights reserved. Page 166 of 198 Edition 1.3.4

167 ECDC Map Maker User Guide Layer management 3. Use the Zoom to slider on the right of the Map Viewer to restore the original zoom level, if necessary. Note: There is no undo function for the ribbon Zoom to command. Export selected feature attributes You can export feature attributes as a CSV file. Optionally, you can then edit these data and reimport them, as necessary, or you keep them as a record of the data in a layer. First, select the features you want to use in the export, and then invoke the export function. To export selected feature attributes: 1. Make a selection of one or more features you want to export data for. 2. Click Export on the Layer ribbon. The following message appears in the Map Viewer: 3. Click the message. The Save as dialogue box opens. 4. Navigate to the required location and type the name for the new file. The file type is automatically set to CSV. 5. Click Save. ECDC May 2015 All rights reserved. Page 167 of 198 Edition 1.3.4

168 EMMa Layer management The saved CSV file contains the data for the selected area, as in the following example: Find nearby features The Find nearby functionality allows you to find features in a layer within a specified distance of a selected feature. For example, let us say that after importing a CSV file with H5N1 cases we want to find which areas close to Berlin, Germany, are affected. Note: Find Nearby Features is applicable only for point geometry layers. The following example uses H5N1 data from the H5N1.csv tutorial file available from the GIS Tutorial section in the EMMa GIS Documents page. Select point geometry and single symbol representation if you wish to try this example. To find nearby features: 1. Make a selection of one or more features you want to export data for. 2. Add a location as a layer, see Searching for and adding places. In this example, add Berlin. 3. Select the location layer in the Table of Contents pane. ECDC May 2015 All rights reserved. Page 168 of 198 Edition 1.3.4

169 ECDC Map Maker User Guide Layer management 4. Open the Layer ribbon. 5. Click GoTo. The map centres on the location pinpoint (Berlin). Note: The Find Nearby command is now inactive, because the Berlin layer has no selected data in it. The command will be reactivated when: You reselect the data layer in which the selection has been made, the command becomes active again. See Option A. You make a selection around the location - click Select and drag around the location. See Option B. Option A Select from data selection 6. Select the data layer in which the selection has been made. The Find nearby command is activated. 7. Click Find Nearby. ECDC May 2015 All rights reserved. Page 169 of 198 Edition 1.3.4

170 EMMa Layer management The Find Nearby dialogue box opens with focus on the data. Option B Select by location 6. Click the pinpoint of Berlin or drag a small box around it. The selected pinpoint is highlighted and the Find nearby command is activated. 7. Click Find Nearby. The Find Nearby dialogue box opens with focus on the location. Set nearby parameters After you have selected using either option A or B, you can now set the nearby parameters: 8. Select the layer in the drop-down list. In this example, select H5N1. ECDC May 2015 All rights reserved. Page 170 of 198 Edition 1.3.4

171 ECDC Map Maker User Guide Layer management 9. Enter the distance in the desired unit of distance 10. Click Find. Two new layers have now been added to the Map Contents pane: Find Nearby Buffer H5N1 - a semi-transparent circle representing the bufferdistance around the selected pinpoint (in our case 100km around Berlin, Germany) Find Nearby H5N1 a point geometry layer containing the features copied from the original layer (H5N1) based on the buffer-distance. Note that the newly created point layer inherits the symbols from the original one. It might look as though nothing different was added; however, you can deselect the original layer to see the features copied into the new layer clearly. Finalising your nearby results After creating your nearby layers, you can use EMMa s other functionalities to finalise your map. 1. Deselect the original layer (H5N1 in this example) in the Map Contents pane. 2. Select the Find Nearby Buffer layer. 3. Open the Layer ribbon. 4. Click Transparency. ECDC May 2015 All rights reserved. Page 171 of 198 Edition 1.3.4

172 EMMa Layer management 5. Move the slider to reduce the transparency by approximately 75%. The transparency of the buffer circle changes as you move the slider. 6. Select the Find Nearby H5N1 layer. 7. Open the Symbols ribbon. 8. Click Class Breaks. The Class Breaks Configurator opens. 9. Select Average_cases as the symbolisation field and leave the other settings at their default values. Refer to Point geometry configuring graduated symbols for further guidelines, if needed. 10. Click OK. 11. Open the Application ribbon. 12. Click Basemap to open the basemap gallery. 13. Select Streets. ECDC May 2015 All rights reserved. Page 172 of 198 Edition 1.3.4

173 ECDC Map Maker User Guide Layer management 14. Alter the zoom level to explore additional supportive information (e.g. street connections from Berlin to the affected areas within the 100km buffer-distance). Refer to Changing the basemap for further guidelines, if needed. Editing CSV files for a map project Once you have saved your map project, see Saving your maps, you can then edit the data directly in the CSV file(s) in the map package. When you reopen the map project, the changes in the CSV file(s) will be imported directly into the relevant map layer(s) without you needing to reimport data from a CSV file. You can use this technique to keep the data in your maps consistent with changes to your underlying data. Note that you must not add or delete columns in the CSV file, and that the data in each column must still comply with the data type for that column. As an alternative, you can update a dataset by uploading from another CSV file, see Updating imported data. The attribute table When you import a dataset and create a layer, EMMa builds an attribute table containing the layer s dataset. You can use the attribute table to review and export these data, see Using the attribute table. The attribute table is dynamic, i.e. it is not stored, but is regenerated whenever the layer is reopened (e.g., when you reimport your map project). The attribute table is also populated for some types of map services when these are added as a layer (see Table 2: Map services). ECDC May 2015 All rights reserved. Page 173 of 198 Edition 1.3.4

174 EMMa Layer management To view the attribute table, click Table in the View group on the Layer ribbon. Figure 22: The attribute table The records in the attribute table use the geocoding field values (i.e. the geocodes) to relate to the records in the imported data compare the GEO_id columns in Figure 9 and Figure 10. Figure 23: Geocoding reference in CSV file ECDC May 2015 All rights reserved. Page 174 of 198 Edition 1.3.4

175 ECDC Map Maker User Guide Layer management Selecting attributes To select which columns are displayed in the attribute table: 1. Click Table in the Configure group on the Layer ribbon. The table configurator opens. 2. Clear the Visible check-box alongside the column name (1) to remove that column from the attribute table view. 3. Repeat for other unwanted columns. 4. Click Table again to close the table configurator. Note that the Alias column displays any aliases you assigned in the Data Import Wizard see Step 3: Summarise. You can also edit the field name s alias in the table configurator. ECDC May 2015 All rights reserved. Page 175 of 198 Edition 1.3.4

176 EMMa Layer management Using the attribute table The attribute table allows you to select features, find features with particular attributes, and, once you have made a selection, to zoom to the selected features or export their attributes. The actions you can perform in the attribute table are performed using the controls in the table s toolbar see Figure 11. These controls are described in Table 3. Figure 24: Attribute table toolbar Table 18: Attribute table controls Control Record Functionality Navigate to a specific record number, or to the next/preceding record, or to the last/first record. Options Click Options to Switch between the records that match your selection criteria (i.e., the selected subset) and the records that do not meet your criteria. Switch selection thus enables you to work with two disjunct sets of records. Auto zoom to selected check the check-box if you want EMMa to zoom in on the selected attribute automatically as you select it. Select all the features in the current layer. Zoom to the selected features (if any) in the current layer. Export the attributes of the selected features in the current layer to a CSV file. Clear the current selection. Filter by map extent only show records for the features within the current map extent. Use the darker grey triangle in the bottom right-hand corner of the toolbar to stretch the table in order to display more columns and rows. ECDC May 2015 All rights reserved. Page 176 of 198 Edition 1.3.4

177 ECDC Map Maker User Guide Layer management Collaborating for map creation If you are collaborating in a map development task, you can distribute the map project Zip file and colleagues can then import it into EMMa and work with your map. The Zip file holds files containing the layers you have configured (including their symbology and underlying datasets) and any map services (including any customised symbology) you have incorporated into your map. You can also share data by exporting data (or selected data) from the attribute table to a CSV file and then distributing the CSV file. ECDC May 2015 All rights reserved. Page 177 of 198 Edition 1.3.4

178 EMMa Map export Map export Once you have created your map, you can export the map for a later use or sharing. The Map Export view offers a large number of controls you can use to configure your map see Table 1: on page 179. You can export your map as either a PNG or JPG image file. This section describes: Understanding the Map Export view Configuring your map for export Exporting your completed map Uploading your map to the Geo Gallery To open the Map Export view, click the Create Image command on the Application ribbon. Figure 1 illustrates the default settings for a Map Export view. Figure 25: Example of a default Map Export view Note that the ECDC logo checkbox is displayed only to ECDC internal users. ECDC May 2015 All rights reserved. Page 178 of 198 Edition 1.3.4

179 ECDC Map Maker User Guide Map export Understanding the Map Export view Figure 2 relates the map export controls view to the descriptions of those controls in Table 1: Map export controls on page 179. Figure 26: Map export controls Note that an additional checkbox is displayed only to ECDC internal users to enable them to insert an ECDC logo. See Inserting an ECDC logo. Table 19: Map export controls Control Function Zoom to Initial extent World Europe Layer extent Map elements Banner Date Click this button to refresh the map in its default scale for this view. Click this button to rescale the map to show the world. Click this button to rescale the map to show Europe. Click this button to rescale the map to focus on the selected layer. to Click to show or hide the banner. Click to enter and display a date, or to hide the date. The default date is today s date, but you can edit this date. To add extra lines to the date, press Return on your keyboard. ECDC May 2015 All rights reserved. Page 179 of 198 Edition 1.3.4

180 EMMa Map export Control Title EMMa logo Non-visible countries Legend Scale line Function Click to enter and display a title, or to hide the title. To add extra lines to the title, press Return on your keyboard. Consider whether you really need to add a title. Images in documents often have (and in published documents, may be required to have) a caption, so they do not need a title inserted in the map itself. Click to show or hide the EMMa logo. If the EMMa logo is displayed, the disclaimer text is inserted as a mandatory component. An additional checkbox is displayed only to ECDC internal users to enable them to insert the ECDC logo as an alternative to the EMMa logo. See Inserting an ECDC logo. Click to show or hide non-visible countries. Select which countries (Liechtenstein, Luxembourg, and Malta) you wish to display as insets. Click to show or hide legends for individual layers. Click to show or hide the scale line. Data source Click to enter and display the data source, or to hide the data source. You can edit this text. To add extra lines to the data source text, press Return on your keyboard. Geodata copyright Click to show or hide the geodata copyright text. Disclaimer Background opacity Image settings Size Layout Disclaimer text. Slide to adjust the background opacity. This slider simultaneously adjusts the opacity of the banner, data source and disclaimer panels, and the legend. The legend s opacity can also be adjusted independently, see Customising the legend. to. Select a standard page size and orientation from the drop-down list. Select the page orientation as landscape or portrait. Map zoom Export map Use a slider to change the zoom setting without pre-sets. Click to finalise your map export, i.e. name your map file, select PNG or JPG, and select the folder in which you want to save it. Restore to defaults Click to clear all the selections and adjustments you have made in this view. Apply & close Cancel Click to save your settings and exit the Map Export view. Click to save your settings and exit the Map Export view. ECDC May 2015 All rights reserved. Page 180 of 198 Edition 1.3.4

181 ECDC Map Maker User Guide Map export Inserting an ECDC logo For ECDC internal users an additional checkbox is displayed that enables them to insert an ECDC logo. It is only possible to insert either the ECDC logo or the EMMa logo, not both; selecting one logo will automatically deselect the other. Configuring your map for export This section describes how you: Select a page layout Customize the legend Customize the visibility of small countries Use the zoom feature Define the size of an output image Restore the default export settings Selecting page layout You can specify the output size of a map in pixels, using one of the pre-set Size options. Select: The output image size using the Size drop-down. If you are unsure about the size you need, select the largest size available - you can always reduce the size later. However, Landscape Medium is a good choice for inserting a map on an A4 page. Or The page orientation as landscape or portrait using the Layout radio-buttons. The page orientation is preselected if you have used the Size option. ECDC May 2015 All rights reserved. Page 181 of 198 Edition 1.3.4

182 EMMa Map export Tips: Consider the resolution of the other visible layers; in most cases, it does not make sense to use a magnification for the map that causes the image in a visible layer to pixelate, as shown below. For all map elements, you can decide the background opacity level. Currently the Map Export view does not support individual transparency. Consequently, once the opacity level is configured, it is applied to all selected elements in the map. Customising the legend 1. Click the Edit button next to the Legend option to open the Legend customization form. Table 2 below describes legend controls. The listed layers are inherited from the Map Contents in the Table of Contents pane. By default, the basemap is also included. Unchecking layers from this view only excludes them from the Map Legend, but they remain visible in the map. If you need to exclude specific layers from a map, you have to uncheck them in the Table of Contents pane before proceeding to Map Export. Caution: A basemap other than from ECDC might be a combination of multiple layers. In such case, all these layers would be displayed in the legend under the basemap label. If you include such a basemap in your output legend, all the layers will be displayed within the legend map element. It is therefore recommended that you disable the legend for basemaps when not using an ECDC basemap. ECDC May 2015 All rights reserved. Page 182 of 198 Edition 1.3.4

183 ECDC Map Maker User Guide Map export 2. Customise the legend by specifying whether it is to be vertical or horizontal, and which layers to include in the legend. If you have many layers, a horizontal legend is often preferable. Consider also the best legend position for portrait or landscape orientations. You can drag the edges of the legend to reposition and resize the legend. 3. Select whether to hide All other values class data (i.e. instances of data that fall outside the class breaks). The default is to display this data. See All other values class. 4. Reduce the background opacity if you want to show map features through the legend. Table 20: Legend controls Control Layers to include Look & feel Hide All other values class Background opacity OK Cancel Description Select only those check-boxes for the layers you want to display in the legend. Specify whether the legend is to be vertical or horizontal. Select this check-box to remove the special symbol assigned to the All other values class. Move the slider to right to make the legend more opaque (less transparent) to the underlying map. Accept the changes and close the form. Close the form without making any changes. 5. Click OK to confirm the changes. You return to the Map Export view. ECDC May 2015 All rights reserved. Page 183 of 198 Edition 1.3.4

184 EMMa Map export Configuring the visibility of small countries 1. Use the Non-visible countries check-box to show or hide insets of the three countries classified as small: Luxembourg, Liechtenstein, and Malta. 2. Click the Edit button on the right of check-box and text. The Non-visible countries configuration form appears (see example below, left). 3. Select the countries to be displayed as insets. In the example, two countries (Luxembourg and Malta) have been selected. Liechtenstein has been deselected (the box is unchecked). 4. Select whether to have pointer lines between the inset and the geolocation. The example below right shows the result of this selection. 5. Click OK to accept the changes. You return to the Map Export view. Note that the insets do not scale proportionally when the map image is enlarged. Using the zoom feature There are two types of zoom control: pre-set zooms controlled by buttons to the right of the map, and a slider zoom control on the bottom of the map. You can also click and drag the surface of the map to ECDC May 2015 All rights reserved. Page 184 of 198 Edition 1.3.4

185 ECDC Map Maker User Guide Map export position the map within the mapping area. The following map shows the position of the slider after positioning the map. To use the zoom features: 1. Click the Zoom to button, Europe This produces a map that includes the whole of Europe from Cyprus and Crete in the South to the Northern tip of Norway, with roughly one third of the horizontal extent occupied by the map. 2. Centre Northern Italy on the map, by dragging Northern Italy with the mouse. (Click and hold down the mouse button while moving the mouse). 3. And then move the Map zoom slider - N in Table 1: Map export controls on page to the right to expand the map. ECDC May 2015 All rights reserved. Page 185 of 198 Edition 1.3.4

186 EMMa Map export Defining the size of an output image When you export a map, you can choose the map size from the Size drop-down list - L in Table 1: Map export controls on page 179. Always choose an image size that is close to the size the picture will occupy on the page. For example, if you want a half page landscape picture on a portrait page, choose Landscape Small (A5). This will fit in half a page with minimum rescaling, as illustrated on the left. You need to leave room for left, right, top and bottom margins, plus any text annotations or captions, depending on your house style. Recommendation: Do not rescale the picture outside of EMMa. This can lead to some undesired effects, such as extremely thick edges to the polygons representing the geographic areas. In particular, do not choose a small-scale map (features are small) and then export at the highest resolution you can accommodate on the screen. This does not produce good results. The other map elements work in a similar way to the ones already described. You can add or remove annotations as necessary for your map. Restoring the default export settings If you wish to revert to the original settings, click Restore to defaults. Caution: This will cause you to lose any text you have added in the Map elements section; the map zoom reverts to its initial extent as inherited from the map viewer. Exporting your completed map Once you have configured your map in the Map Export view, you can export it to any folder accessible from your computer. You have the choice of saving your map as a PNG or a JPG file. 1. Click Export map to save your map as an image. The Save As dialogue box opens. 2. Select JPG files (*jpg) or PNG files (*.png) in the Save as type drop down see PNG or JPG? on page Specify where the file is to be stored and click Save. A confirmation message is displayed. 4. Click OK. You return to the Map Export view. ECDC May 2015 All rights reserved. Page 186 of 198 Edition 1.3.4

187 ECDC Map Maker User Guide Map export 5. Repeat steps 2 to 4 if, for example, you want to save the same map with different resolutions or with different file types. 6. Click Cancel to return to the Map Viewer page, showing your current map. From this point, you can carry on working with your existing map or create a new one. To create a new map: 1. Save your existing map as a map project, if desired (see Saving your maps). 2. Close or refresh the current browser session. 3. Restart a Go mapping session. PNG or JPG? The JPEG or JPG format supports a selectable degree of compression, allowing compromises between storage size and image quality. This is often useful when saving photographs or images where reduced size is more important than high image quality. The PNG format is a lossless image format that compresses with no deterioration of pixels. It is widely regarded as better for storing images containing uniform colours (e.g. a bar graph or pie chart), line drawings, and text. Uploading your map to the Geo Gallery The Geo Gallery is only available to ECDC internal staff. When you have saved your map locally, you can then upload your map to the Geo Gallery so that other users can benefit from your work, whether using a direct import or simply reusing your symbology that is, the representation of the data on the map in terms of symbols, colours, and shading. The files have to go through an approval workflow, before they are available to users in the Geo Gallery. 1. Navigate to the EMMa homepage 2. Click Geo Gallery on the EMMa navigation bar. The Geo Gallery webpage opens. 3. Click Add New Map. The Select Picture dialogue box opens. ECDC May 2015 All rights reserved. Page 187 of 198 Edition 1.3.4

188 EMMa Map export 4. Click Browse, to navigate to a specific file, select the file and click Open. You return to the Select Picture form showing your selected file. 5. Click OK in this form (button not shown above). The Maps form opens. 6. Complete all the mandatory fields for this file, and then click Save. The file is saved to SharePoint, but checked out to you, where it awaits approval. The approver will automatically be requested by to approve the map. When the file has been approved, you will receive a confirmation Follow the instructions in the to complete the upload to the Geo Gallery. As an alternative to using Browse in step 4, you can 1. Click Upload Multiple Files in step 4 above. 2. Drag and drop the image files into the target area. ECDC May 2015 All rights reserved. Page 188 of 198 Edition 1.3.4

189 ECDC Map Maker User Guide Map export 3. Click OK and follow the on-screen instructions. ECDC May 2015 All rights reserved. Page 189 of 198 Edition 1.3.4

190 EMMa Glossary Glossary Term Active layer Active method Aggregate ArcGIS Server Alias field Attribute table Basemap Class Class break options Classification method Choropleth map Definition The map layer that is currently open in the Map Contents dialogue box. The Layer ribbon in the menu bar displays the available commands for the currently active layer. The currently selected classification method that will be applied to the layer when it is displayed. See classification method. Case-based data imply that there will be duplicate geocoding field values in the dataset (e.g. several cases in the same region). If there are duplicate geocoding field values, the case data must be aggregated to be processed. Aggregation counts the number of cases for each geocoding field value, and maps each total to the country or region indicated by the geocoding field. A server that provides mapping services (including alternative base maps, and preconfigured layers) for public consumption. As a Go Mapping user, you can access this server to import specialized layer into your custom maps. Check out ArcGIS on your own at A user-specified name shown as a label on a map to make it more readable. For example, you could replace the TESSy variable NumberOfCases, with No., Cases, or Number, as appropriate. A table containing a dataset of epidemiological/spatial records, usually arranged so that each row represents a record and each column represents an attribute. A basemap depicts background reference information such as national and regional borders, roads and topography. EMMa uses the basemap to visualise the data in layers spatially, and to rescale data layers. The EMMa default basemap shows the EU/EEA nations and their borders. A subset of the data applied to a layer that meets some numerical criteria and that is within the class, and displayed in the same way. For example, you can specify the maximum and minimum values of the number of cases per year classes that size of a circle indicating number of cases of a disease per country. A set of user-configurable options that determine how the map data that are applied to a layer are displayed. These options include how the data are grouped into classes (including the number of classes and the corresponding maximum and minimum values in each), and the symbols or shading to be applied to the layer that is to be superimposed over the base map. A method of assigning class breaks, that is the maximum and minimum values of the class. A property of a layer that determines how the dataset values are grouped before display. See Equal interval, Quantile, Natural breaks, Standard deviation, and Manual. A map that uses graded differences in shading or colour or the placing of symbols inside defined areas on the map in order to indicate the average values of some property or quantity in those areas. Count CSV CSV import wizard See Aggregate. Comma separated values. A text format commonly used to transfer data from one application to another, where the data values are separated (delimited) by commas. A sequence of dialogue boxes in EMMa that help you to upload data from a CSV file and specify how the data will appear when displayed on a map. ECDC May 2015 All rights reserved. Page 190 of 198 Edition 1.3.4

191 ECDC Map Maker User Guide Glossary Term Dataset Data type Equal interval Find nearby GAUL Geocode Geocoding field Geocoding service Geometry type Graduated symbols Hybrid layer Integer data type Layer Manual breaks Map contents dialogue box Map export Definition In the context of EMMa, a collection of data records imported in CSV format that includes a geocode (e.g. the NUTS code for a country) and related values (e.g. number of cases) for each record. The dataset must be in CSV format for importing into EMMa. A categorisation of data into types such as text, real, integer, date or Boolean the named data types are those supported by EMMa, but there are more. A classification method that groups the values (from a CSV input file) to be displayed in classes that have the same interval, that is the same difference between the maximum and minimum values in any interval. A command that enables you to locate map features within a specified distance in the same or a different layer. This command is available on Layer ribbon of the ribbon. Global Administrative Unit Layers. A numeric coding of the administrative units for all countries. See also Hybrid layer and NUTS codes. The value in the geocoding field. The geocode must be a valid NUTS code or EMMa hybrid code. The geocoding field contains the value that identifies the location (country or region) to be used for mapping the values in the other field(s) in the data row, i.e. the geocode. Only one geocode is permitted for each data row. However, there can be multiple location-related fields in a data row, e.g. fields for the country code, region of residence, region of infection, region of hospitalisation, etc. The user must therefore select the location relevant for the map as the geocoding field. The value in the geocoding field must be a valid NUTS code or EMMa hybrid code. A web service that enables geocodes (such as country codes) to be interpreted and used on a layer of a map to display features (such as disease rates per country) on that layer. The type of representation of the spatial component of geographic features. In EMMa, this can be polygon or point geometry. A symbol or icon whose size (or colour) is determined by the value of the geospatial variable compared to the classes (ranges of values) defined for that variable. An EMMa-specific coding system based on a combination of ISO two-letter country codes and the GAUL level 1 and 2 codes. An integer is any whole number with no fraction. For example, 10 and -321 are integers, but 10.5 and are not they are decimal numbers. A field that is an integer data type field can contain only a single integer. If the value in an integer data type field is a decimal number, the value will be seen as invalid and it will not be included in any mapping. The visual representation of data overlaying a digital base map. Each layer is associated with either a dataset or a map service. In EMMa, layers can, for example, show the aggregated distribution of a disease across a geographical region for a specified period. A method of defining classes where the breaks (class borders) are defined manually rather by a mathematical algorithm. A pop-up window that shows the different layers defined for a map and that enables you to add, delete and change the display order of the layers for a particular map. A feature that enables users to prepare a map for export as a graphics file (.jpg) by selecting various properties including the viewable area, the pixel resolution, and whether to include annotations such as the title, date and legend. ECDC May 2015 All rights reserved. Page 191 of 198 Edition 1.3.4

192 EMMa Glossary Term Map service NUTS codes On-hover mode Point Point geometry Definition A web service that makes the contents of a map hosted on a server (i.e. a GIS server) available for use as layers in a map on the client. EMMa provides a default list of GIS servers hosting map services, but you can also import layers from map services on other servers. NUTS - Nomenclature of Territorial Units for Statistics. Eurostat s three-level geocode structure for the administrative subdivisions of countries for statistical uses. The behaviour of a field or control when the cursor is moved over it (without explicitly clicking). A map feature that is represented by a point rather than an area, for example, the NCM, that has neither length nor area at a given scale, such as a city on a world map or a building on a city map. Features on a map representing a place or object that has neither length nor area. Note that if you select a symbol (e.g., a circle) to represent a variable for say a particular country, the size of the symbol may be determined by the value of the variable. In EGM, the default symbols for point geometry is one of the following: Polygon geometry On a map, a closed shape defined by a connected sequence of (x, y) coordinate pairs, where the first and last coordinate pair are the same and all other pairs are unique, and the joining lines do not cross. Two-dimensional polygons are used for geographical features, such as countries, that cover a particular geographical area. Precision Project Proportional symbol method Quantile Real data type Service endpoint Spatial analysis Spatial extent Standard deviation The number of digits that can be stored in a field in a table. Also referred to as field precision. A map project includes all the data uploaded and the layers and settings configured during an EMMa session. A method of displaying a map layer where the size of the symbols is proportional to the value being represented. In a data distribution, a value representing a class break, where the intervals (classes) contain approximately equal numbers of data points. Real numbers are values that can be expressed by an integer and a decimal fraction, e.g. 8.75, (also infinitely recurring decimal fractions, e.g ). A real data type field can contain a single decimal number or integer. However, an integer data type field cannot contain a decimal number. If the value in a real data type field is not a real number (e.g., it contains a letter or symbol), the value will be seen as invalid and it will not be included in any mapping. The computer from which a user logs in to EMMa and on which the results of any services (such as geocoding) are displayed. The analysis of map data for identifying and quantifying patterns, trends and relationships for display as maps, tables, and charts. The geographical distance or area over which a geographical feature extends. In a mapping context, a method of assigning values in a map layer to intervals (classes) based on an assumed normal distribution of values. This method ECDC May 2015 All rights reserved. Page 192 of 198 Edition 1.3.4