best practices for designing effective map services: case studies

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Technical Workshops | Esri International User Conference San Diego, California Best Practices for Designing Effective Map Services: Case Studies Charlie Frye, Esri, Redlands Richard Nauman, Esri, Redlands Michael Dangermond, Esri, Redlands Deniz Karagulle, Esri, Redlands July 26, 2012

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July 26, 2012. Best Practices for Designing Effective Map Services: Case Studies. Charlie Frye, Esri, Redlands Richard Nauman, Esri, Redlands Michael Dangermond, Esri, Redlands Deniz Karagulle, Esri, Redlands. Session Overview. - PowerPoint PPT Presentation

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Page 1: Best Practices for Designing Effective Map Services:  Case Studies

Technical Workshops |

Esri International User ConferenceSan Diego, California

Best Practices for Designing Effective Map Services: Case Studies

Charlie Frye, Esri, Redlands

Richard Nauman, Esri, Redlands

Michael Dangermond, Esri, Redlands

Deniz Karagulle, Esri, Redlands

July 26, 2012

Page 2: Best Practices for Designing Effective Map Services:  Case Studies

• Essential Vocabulary

• Finding and going with the grain of the ArcGIS system

• To Make a useful map service ready to use in a web map:- Prepare data

- Create the MXD

- Documentation for Layers and Map

- Publish the map service

- ArcGIS Online (AGO) Items for the service

- Configure and save the pop-up and title

Session OverviewOur goal is to show how to make map services that are easy to use and re-use

Keys to understanding the role of map services within the ArcGIS System

Page 3: Best Practices for Designing Effective Map Services:  Case Studies

Demo: our goals for re-use of

content

Page 4: Best Practices for Designing Effective Map Services:  Case Studies

• Map Document or .MXD: no change

• Map Service: aka “Layers” in the online part of the ArcGIS system- Service Definition

- Feature Service

- Image Service

- Map Service (Cached )

• Item: AGO content description- Map Service Item

- Web Map & Item

- Web Map App & Item

VocabularyIt’s new… well some of it is…

Page 5: Best Practices for Designing Effective Map Services:  Case Studies

Demo: types of content

Page 6: Best Practices for Designing Effective Map Services:  Case Studies

Go with the grain of ArcGIS to publish online content

The majority of ArcGIS users can make a map service, even if they’ve never used ArcGIS Desktop

ComplexEasy

High

Effort/Expertise

Low

Re-UseLeverage/Ability

MapService Items

MapService Items

Web MapsWeb Maps

Web Mapwith HTML template

Web Mapwith HTML template

CustomAPI-Base

APPS

CustomAPI-Base

APPS

DesktopAuthoringDesktop

Authoring

Page 7: Best Practices for Designing Effective Map Services:  Case Studies

Data PreparationYour organization’s reputation depends on what you do behind the scenes

Page 8: Best Practices for Designing Effective Map Services:  Case Studies

- Field Aliases in the database

- Complete data, no <null> or ‘’ or “ “s

- Remove excess or legacy fields

- Pre-format text for labels and pop-ups

Geodatabase Performance TipsDon’t come up empty

Page 9: Best Practices for Designing Effective Map Services:  Case Studies

Demo: Geodatabase

Properties

Page 10: Best Practices for Designing Effective Map Services:  Case Studies

• Pop-ups should work for every feature

• Null values and missing data break this experience

• For example:

Dealing with incomplete dataFrom <null> to -99 and everything in between

Page 11: Best Practices for Designing Effective Map Services:  Case Studies

- Avoid Complex multi-part shapes

- Create indexes for fields used in queries, symbology, and labeling (as a last step)

- Test spatial indexes

- Make generalized editions of the data for use at smaller map scales

Spatial Performance TipsThe web is an impatient culture

Reusability starts with getting the details right in the database

Page 12: Best Practices for Designing Effective Map Services:  Case Studies

• Schema changes break services- Delete the service…

- but not before you copy the pop-up code to Notepad.

• Schema changes for your database include:• New or removed fields

• Changes to Aliases

• Save As, if you want to experiment with an MXD that is being served

• Schema changes for your map include:- Changes to symbology and legend

- New or removed layers

- Layer order

Practical and NecessaryYour GDB and your MXD are schema for your map services

Once a service is created, changing the “schema” means you need to recreate the service

Page 13: Best Practices for Designing Effective Map Services:  Case Studies

• Table of Contents- Organize by theme, not scale

- Use only HTTP compliant characters in layer names and legend class names

- Make everything reader-friendly

• Data Frame Properties: Extent Used by Full Extent

• Coordinate System- Avoid Projection on the fly if caching

- Do not project on the fly if using feature services

Create the MXD

Learn which of the properties of your MXD automatically become part of your Map Service Item

Page 14: Best Practices for Designing Effective Map Services:  Case Studies

Demo: Data Frame

Properties

Page 15: Best Practices for Designing Effective Map Services:  Case Studies

• Map Properties - (fill them all out)

- Create a thumbnail image

- Use relative paths

• Layer Properties: Descriptions and Credits

Document the Map and LayersThe documentation in your MXD is re-used in several places

Page 16: Best Practices for Designing Effective Map Services:  Case Studies

ArcGIS Online (AGO) Items for the service

• The “homepage” for your map service- Make it nice and approachable

- Title, summary, tags, credits and thumbnail need to look good as they will appear in search results

• For map services document the following as the last paragraph:- The purpose of the service

- The lineage of the content

- Credit for contributors

Page 17: Best Practices for Designing Effective Map Services:  Case Studies

Demo: Gallery of Homepages

Page 18: Best Practices for Designing Effective Map Services:  Case Studies

• Comparison (Advantages Disadvantages)

Publish the Map Service (Cached vs. Feature Services)

Cached

• Usually the fastest performance

• Up front time cost to cache

• No limit to the greatness of your cartography

• Annotation is possible.

• Any supported desktop symbology is possible.

• At 10.1 multilayer caches are possible.

Feature

• Fastest to publish

• Easier to maintain

• Basis for editable data via a web map

• Basis for users being able to change symbology

• Detailed vector features can be slow.

Page 19: Best Practices for Designing Effective Map Services:  Case Studies

More Considerations for Services

• Multiscale: May require generalization to make data draw fast or best at multiple scales

• We (GIS People) tend to overestimate the idea that others want to turn layers on and off. They don’t. Make the right map for them and don’t make them work.- Your CFO is not your customer

- Answer your customer’s needs based on them telling you what they need

Page 20: Best Practices for Designing Effective Map Services:  Case Studies

Demo: Pop-ups possibilities and

to do useful & popular options

Page 21: Best Practices for Designing Effective Map Services:  Case Studies

Demo: putting all of this into

practices

Page 22: Best Practices for Designing Effective Map Services:  Case Studies

Wrap up

• Plan and design for reuse and ease of production and management

• Everything presented to users needs to be well formatted

• GIS is the means, not the ends.

Page 23: Best Practices for Designing Effective Map Services:  Case Studies

Thank you

• Session Survey: - URL: Esri.com/ucsessionsurveys

- Offering ID: 953

• Questions

Page 24: Best Practices for Designing Effective Map Services:  Case Studies