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Cartographic Techniques and Representations

NEARC 2007 ESRI Technical Session ESRI , Boston

Overview of Presentation
Labeling and Annotation Masking Layout Tips Cartographic Representations

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

Use feature class subtypes and label classes to create annotation classes.

Creating and Editing Annotation

Symbol substitution to temporarily replace annotation symbology

Use Feature Outline Mask Toolbox and Advanced Drawing Options for variable depth masking

Variable Depth Masking

Labeling and Masking Demo

Miscellaneous Layout Techniques Demo


Set custom extent for Full Extent button Extent Rectangles Clip to Shape New Polygon Text

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

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

Representations can
symbolize features cartographically according to rules draw features differently from spatial geometry be data-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

What can representations do?


Representations are an advanced way to symbolize features cartographically according to rules

Representations display features cartographically .

What can representations do?


Representations can draw features differently from their spatial geometry.

Rivers are drawn smooth although geometry is jagged.

What can representations do?


Representations can be data-driven to tailor symbols to features

Streets are drawn with a single symbol

The size of the casing and fill is driven by attributes

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.

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.

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.

Representation rules

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

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

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

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

Link between rules and features

Rule properties mapped to fields

Editing feature representations

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 features geometry

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

Geometry overrides
Edit representation geometry without affecting feature geometry

Default database placement

Representation geometry moved to resolve conflict (geometry override)

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

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

Geoprocessing

Cartographic geoprocessing tools

Cartography toolbox has four toolsets: Graphic Quality Masking (in 9.1) Representation Management Symbolization Refinement

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

Graphic Quality toolset


Detect Graphic Conflict tool Finds areas where dynamic representation symbology overlaps, even when data does not

Symbolization Refinement toolset


Calculate Polygon Main Angle tool Finds dominant direction of a polygon

Create Overpass tool Creates overpass masks and builds parapets

Geoprocessing for automation

Representation licensing: Desktop

ArcGIS Desktop
ArcInfo ArcEditor ArcView ArcReader

Extensions
3D Analyst (ArcGlobe/ ArcScene)

Capability

View / Print Representations

Yes

Yes

Yes

Yes

Yes

Define Representation Rules Edit Representations (Overrides)

Yes

Yes

No

No

No

Yes

Yes

No

No

No

Create/Delete FC Representations

Yes

Yes

No

No

No

Representation GP Tools

Yes

No

No

No

No

Representation licensing

Server
ArcIMS ArcIMS ArcMap Server ArcGIS Server

Embedded
ArcGIS Engine Runtime Engine RT + GDB Update Extension

Mobile
ArcPad

Capability

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

ESRI Educational Solutions for Cartographic Techniques and Representations

Johnstown 2/19 Online 12/11, 2/26

*Additional training locations and dates at http://training.esri.com


2007 ESRI NEARC 41