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    Cartographic TechniquesCartographic Techniques

    and Representationsand Representations

    NEARC 2007 ESRI Technical Session

    ESRI , Boston

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    Overview of PresentationOverview of Presentation

    Labeling and AnnotationLabeling and Annotation MaskingMasking

    Layout TipsLayout Tips

    Cartographic RepresentationsCartographic Representations

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    Labeling versus AnnotationLabeling versus Annotation

    Dynamically placedDynamically placed StaticStatic

    Managed as a groupManaged as a group Managed individuallyManaged individually

    Stored in mxdStored in mxd Stored in mxd or gdbStored in mxd or gdb

    Linked to featureLinked to feature May or may not be linkedMay or may not be linked

    LABELSLABELS ANNOTATIONANNOTATION

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    Use feature class subtypes and label classes toUse feature class subtypes and label classes to

    create annotation classes.create annotation classes.

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    Creating and Editing AnnotationCreating and Editing Annotation

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    Symbol substitution to temporarily replaceSymbol substitution to temporarily replace

    annotation symbologyannotation symbology

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    Use Feature Outline Mask Toolbox and AdvancedUse Feature Outline Mask Toolbox and Advanced

    Drawing Options for variable depth maskingDrawing Options for variable depth masking

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    Variable Depth MaskingVariable Depth Masking

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    Labeling and Masking DemoLabeling and Masking Demo

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    Miscellaneous Layout Techniques DemoMiscellaneous Layout Techniques Demo

    Set custom extent for Full Extent buttonSet custom extent for Full Extent button Extent RectanglesExtent Rectangles

    Clip to ShapeClip to Shape

    New Polygon TextNew Polygon Text

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    What is cartographic representation?What is cartographic representation?

    The interpretation and depiction of spatial data on a mapThe interpretation and depiction of spatial data on a mapthrough symbology and placementthrough symbology and placement

    Intelligent, reactive symbologyIntelligent, reactive symbology

    A way to customize symbology to individual featuresA way to customize symbology to individual features

    A first step toward storing cartographic information in theA first step toward storing cartographic information in thegeodatabasegeodatabase

    It must take into account:It must take into account:

    Map scaleMap scale

    Map useMap use Map audienceMap audience

    Map outputMap output

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    Representations are:Representations are: properties of a feature classproperties of a feature class

    stored in the geodatabasestored in the geodatabase

    managed through a layermanaged through a layer

    Representations are NOT:Representations are NOT:

    a new data typea new data type

    a new layer typea new layer type

    What is cartographic representation?What is cartographic representation?

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    Representations canRepresentations can

    symbolize features cartographically according to rulessymbolize features cartographically according to rules draw features differently from spatial geometrydraw features differently from spatial geometry

    be databe data--driven to tailor symbols to featuresdriven to tailor symbols to features

    display the same features differently on different mapsdisplay the same features differently on different maps

    without creating additional fileswithout creating additional files be customized for individual features to improve displaybe customized for individual features to improve display

    automate symbol refinement using geoprocessingautomate symbol refinement using geoprocessing

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    What can representations do?What can representations do?

    Representations can draw features differently from theirRepresentations can draw features differently from theirspatial geometry.spatial geometry.

    Rivers are drawnRivers are drawn

    smooth althoughsmooth although

    geometry is jagged.geometry is jagged.

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    What can representations do?What can representations do?

    Representations can be dataRepresentations can be data--driven to tailor symbols todriven to tailor symbols tofeaturesfeatures

    The size of the casing andThe size of the casing andfill is driven by attributesfill is driven by attributes

    Streets are drawnStreets are drawnwith a single symbolwith a single symbol

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    What can representations do?What can representations do?

    Feature classes can support multiple representations toFeature classes can support multiple representations todisplay features differently on different maps without creatingdisplay features differently on different maps without creating

    additional files.additional files.

    The same data represented two ways.The same data represented two ways.

    Both versions are stored in the data, not in map documents or laBoth versions are stored in the data, not in map documents or la

    yers.yers.

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    What can representations do?What can representations do?

    Representations can be customized for individual featuresRepresentations can be customized for individual featuresby overriding properties of the representation rule toby overriding properties of the representation rule to

    improve display.improve display.

    Symbols are offset from theirSymbols are offset from their

    spatial location to avoid conflicts.spatial location to avoid conflicts.

    The rule for one park isThe rule for one park is

    changed to not draw treeschanged to not draw trees

    near the park edges.near the park edges.

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    What can representations do?What can representations do?

    Making maps with representations can be automated usingMaking maps with representations can be automated usinggeoprocessing .geoprocessing .

    Buildings oriented to theBuildings oriented to the

    nearest linear symbol.nearest linear symbol.Bridges created at intersectionsBridges created at intersections

    and rivers automatically masked.and rivers automatically masked.

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    Representation rulesRepresentation rules

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    Representation rulesRepresentation rules

    A representation is a collection of representation rulesA representation is a collection of representation rules

    Convert existing symbology to rulesConvert existing symbology to rules

    Build new representation rulesBuild new representation rules

    Rules create and symbolize dynamic geometry independentRules create and symbolize dynamic geometry independentof spatial geometryof spatial geometry

    Rules can be managed in ArcCatalog or ArcMapRules can be managed in ArcCatalog or ArcMap Representation rules can be shared using stylesRepresentation rules can be shared using styles

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    Representation fieldsRepresentation fields

    RuleID fieldRuleID field references the representation rule as an integerreferences the representation rule as an integer

    Override FieldOverride Field

    Stores featureStores feature--specific overrides to the rulespecific overrides to the rule

    Explicit fieldsExplicit fields

    Rule properties can be mapped to fields in the featureRule properties can be mapped to fields in the feature

    classclass

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    Representation rule propertiesRepresentation rule properties

    Symbol layersSymbol layers

    MarkerMarker

    StrokeStroke

    FillFill

    Geometric effectsGeometric effects Dynamically alter displayDynamically alter display

    geometrygeometry

    Marker placementMarker placement

    stylesstyles

    Place representationPlace representation

    markers relative to inputmarkers relative to input

    geometrygeometry

    Representation rulesRepresentation rules RepresentationRepresentation

    rule propertiesrule properties

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    Geometric effects and marker placement stylesGeometric effects and marker placement styles

    Geometric effects dynamically change display geometryGeometric effects dynamically change display geometry

    Marker placement styles position markersMarker placement styles position markers

    Along lines and polygon outlinesAlong lines and polygon outlines

    Within polygonsWithin polygons

    In relation to pointsIn relation to points

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    Link between rules and featuresLink between rules and features

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    Rule properties mapped to fieldsRule properties mapped to fields

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    Editing feature representationsEditing feature representations

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    Representation overridesRepresentation overrides

    Overrides are exceptions to the rulesOverrides are exceptions to the rules

    Overrides are made while editingOverrides are made while editing

    Property OverridesProperty Overrides

    Symbol layer propertiesSymbol layer properties

    Geometric effect propertiesGeometric effect properties

    Marker placement style propertiesMarker placement style properties

    Geometry OverridesGeometry Overrides

    Change the shape or position of the feature representationChange the shape or position of the feature representation

    independently of the featureindependently of the features geometrys geometry

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    Interactive property overridesInteractive property overrides

    Representation rule

    properties of selected

    feature that can be

    modified with the Resize

    tool.

    Representation ruleRepresentation rule

    properties of selectedproperties of selected

    feature that can befeature that can be

    modified with the Resizemodified with the Resize

    tool.tool.

    Gesture with the Resize

    tool to resize the

    selected properties

    Gesture with the ResizeGesture with the Resize

    tool to resize thetool to resize the

    selected propertiesselected properties

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    Geometry overrides

    Edit representation geometry without affecting feature geometry

    Default database placementDefault database placement Representation geometryRepresentation geometry

    moved to resolve conflictmoved to resolve conflict

    (geometry override)(geometry override)

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    Free representationsFree representations

    Have an independent rule that can beHave an independent rule that can be

    restructured; change the rule itself not just itsrestructured; change the rule itself not just its

    propertiesproperties

    Access the dynamic geometry primitives, andAccess the dynamic geometry primitives, and

    add new geometry within the featureadd new geometry within the feature

    Use only in exceptional cases because youUse only in exceptional cases because you

    lose the link to the databaselose the link to the database

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    Workflow: Refining an existing mapWorkflow: Refining an existing map

    Decide which layers in the map could be improved with moreDecide which layers in the map could be improved with morecontrol over the symbolscontrol over the symbols

    Convert the existing symbology of those layers to featureConvert the existing symbology of those layers to featureclass representationsclass representations

    Adjust the representation rules to refine the depictionAdjust the representation rules to refine the depiction

    Map properties to fields to customizeMap properties to fields to customize Override if necessaryOverride if necessary

    Create free representations as a last resortCreate free representations as a last resort

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    GeoprocessingGeoprocessing

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    Cartographic geoprocessing toolsCartographic geoprocessing tools

    Cartography toolbox has fourCartography toolbox has four

    toolsets:toolsets:

    Graphic QualityGraphic Quality

    Masking (in 9.1)Masking (in 9.1)

    Representation ManagementRepresentation Management

    Symbolization RefinementSymbolization Refinement

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    Representation Management toolsetRepresentation Management toolset

    Select Feature by Override toolSelect Feature by Override tool Select features that have property overrides, shapeSelect features that have property overrides, shape

    overrides, or bothoverrides, or both

    Update Override toolUpdate Override tool

    Moves overrides from the Override field into the explicitMoves overrides from the Override field into the explicitfields as defined by the representation rulefields as defined by the representation rule

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    Graphic Quality toolsetGraphic Quality toolset

    Detect Graphic Conflict toolDetect Graphic Conflict tool Finds areas where dynamic representation symbologyFinds areas where dynamic representation symbology

    overlaps, even when data does notoverlaps, even when data does not

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    Symbolization Refinement toolsetSymbolization Refinement toolset

    Calculate Polygon Main AngleCalculate Polygon Main Angletooltool

    Finds dominant direction of aFinds dominant direction of a

    polygonpolygon

    Create Overpass toolCreate Overpass tool

    Creates overpass masks andCreates overpass masks andbuilds parapetsbuilds parapets

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    Geoprocessing for automationGeoprocessing for automation

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    Representation licensing: DesktopRepresentation licensing: Desktop

    ArcGIS Desktop Extensions

    Capability

    Arc Inf o ArcEditor ArcView ArcReader 3D Analyst (ArcGlobe/

    ArcScene)

    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

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    Representation licensingRepresentation licensing

    Server Embedded Mobile

    Capability

    ArcIMS ArcIMS

    ArcMap

    Server

    ArcG IS

    Server

    ArcG IS

    Engine

    Runtime

    Engine RT +

    GDB Update

    Extension

    ArcPad

    View / Print

    Representations

    No Yes Yes Yes Yes No

    Define

    Representation

    Rules

    No No Yes No Yes No

    Edit

    Representations

    (Overrides)

    No No Yes No Yes No

    Create/Delete FC

    Representations

    No No Yes No Yes No

    Representation GP

    Tools

    No No Yes No No No

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    ESRI Educational Solutions forESRI Educational Solutions for

    Cartographic Techniques andCartographic Techniques and

    RepresentationsRepresentations

    Johnstown 2/19

    Online 12/11, 2/26

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