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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
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