Cartographic Techniques and Representations
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1 Cartographic Techniques and Representations NEARC 2007 ESRI Technical Session ESRI, Boston
2 Overview of Presentation Labeling and Annotation Masking Layout Tips Cartographic Representations
3 Labeling versus Annotation LABELS Dynamically placed Managed as a group Stored in mxd Linked to feature ANNOTATION Static Managed individually Stored in mxd or gdb May or may not be linked
4 Use feature class subtypes and label classes to create annotation classes.
5 Creating and Editing Annotation
6 Symbol substitution to temporarily replace annotation symbology
7 Use Feature Outline Mask Toolbox and Advanced Drawing Options for variable depth masking
8 Variable Depth Masking
9 Labeling and Masking Demo
10 Miscellaneous Layout Techniques Demo Set custom extent for Full Extent button Extent Rectangles Clip to Shape New Polygon Text
11 What is cartographic representation? The interpretation and depiction of spatial data on a map through symbology and placement Intelligent, reactive symbology A way to customize symbology to individual features A first step toward storing cartographic information in the geodatabase It must take into account: Map scale Map use Map audience Map output
12 What is cartographic representation? Representations are: properties of a feature class stored in the geodatabase managed through a layer Representations are NOT: a new data type a new layer type
13 Representations can symbolize features cartographically according to rules draw features differently from spatial geometry be data-driven driven to tailor symbols to features display the same features differently on different maps without creating additional files be customized for individual features to improve display automate symbol refinement using geoprocessing
14 What can representations do? Representations are an advanced way to symbolize features cartographically according to rules Representations display features cartographically.
15 What can representations do? Representations can draw features differently from their spatial geometry. Rivers are drawn smooth although geometry is jagged.
16 What can representations do? Representations can be data-driven driven to tailor symbols to features Streets are drawn with a single symbol The size of the casing and fill is driven by attributes
17 What can representations do? Feature classes can support multiple representations to display features differently on different maps without creating additional files. The same data represented two ways. Both versions are stored in the data, not in map documents or layers.
18 What can representations do? Representations can be customized for individual features by overriding properties of the representation rule to improve display. Symbols are offset from their spatial location to avoid conflicts. The rule for one park is changed to not draw trees near the park edges.
19 What can representations do? Making maps with representations can be automated using geoprocessing. Buildings oriented to the nearest linear symbol. Bridges created at intersections and rivers automatically masked.
20 Representation rules
21 Representation rules A representation is a collection of representation rules Convert existing symbology to rules Build new representation rules Rules create and symbolize dynamic geometry independent of spatial geometry Rules can be managed in ArcCatalog or ArcMap Representation rules can be shared using styles
22 Representation fields RuleID field references the representation rule as an integer Override Field Stores feature-specific overrides to the rule Explicit fields Rule properties can be mapped to fields in the feature class
23 Representation rule properties Symbol layers Marker Stroke Fill Geometric effects Dynamically alter display geometry Marker placement styles Place representation markers relative to input geometry Representation rules Representation rule properties
24 Geometric effects and marker placement styles Geometric effects dynamically change display geometry Marker placement styles position markers Along lines and polygon outlines Within polygons In relation to points
25 Link between rules and features
26 Rule properties mapped to fields
27 Editing feature representations
28 Representation overrides Overrides are exceptions to the rules Overrides are made while editing Property Overrides Symbol layer properties Geometric effect properties Marker placement style properties Geometry Overrides Change the shape or position of the feature representation independently of the feature s s geometry
29 Interactive property overrides Representation rule properties of selected feature that can be modified with the Resize tool. Gesture with the Resize tool to resize the selected properties
30 Geometry overrides Edit representation geometry without affecting feature geometry Default database placement Representation geometry moved to resolve conflict (geometry override)
31 Free representations Have an independent rule that can be restructured; change the rule itself not just its properties Access the dynamic geometry primitives, and add new geometry within the feature Use only in exceptional cases because you lose the link to the database
32 Workflow: Refining an existing map Decide which layers in the map could be improved with more control over the symbols Convert the existing symbology of those layers to feature class representations Adjust the representation rules to refine the depiction Map properties to fields to customize Override if necessary Create free representations as a last resort
33 Geoprocessing
34 Cartographic geoprocessing tools Cartography toolbox has four toolsets: Graphic Quality Masking (in 9.1) Representation Management Symbolization Refinement
35 Representation Management toolset Select Feature by Override tool Select features that have property overrides, shape overrides, or both Update Override tool Moves overrides from the Override field into the explicit fields as defined by the representation rule
36 Graphic Quality toolset Detect Graphic Conflict tool Finds areas where dynamic representation symbology overlaps, even when data does not
37 Symbolization Refinement toolset Calculate Polygon Main Angle tool Finds dominant direction of a polygon Create Overpass tool Creates overpass masks and builds parapets
38 Geoprocessing for automation
39 Representation licensing: Desktop ArcGIS Desktop Extensions ArcInfo ArcEditor ArcView ArcReader 3D Analyst (ArcGlobe/ ArcScene) Capability View / Print Representations Yes Yes Yes Yes Yes Define Representation Rules Yes Yes No No No Edit Representations (Overrides) Yes Yes No No No Create/Delete FC Representations Yes Yes No No No Representation GP Tools Yes No No No No
40 Representation licensing Server Embedded Mobile Capability ArcIMS ArcIMS ArcMap Server ArcGIS Server ArcGIS Engine Runtime Engine RT + GDB Update Extension ArcPad View / Print Representations No Yes Yes Yes Yes No Define Representation Rules Edit Representations (Overrides) Create/Delete FC Representations No No Yes No Yes No No No Yes No Yes No No No Yes No Yes No Representation GP Tools No No Yes No No No
41 ESRI Educational Solutions for Cartographic Techniques and Representations Johnstown 2/19 Online 12/11, 2/26 *Additional training locations and dates at ESRI NEARC 41
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