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Technical Workshops | Esri International User Conference San Diego, California Esri Production Mapping – An Introduction Lana Tylka Amber Bethell July 25, 2012

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Page 1: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Technical Workshops |

Esri International User Conference San Diego, California

Esri Production Mapping – An Introduction

Lana Tylka Amber Bethell

July 25, 2012

Page 2: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Workshop Overview

• Part I - Industry challenges - What is Esri Production Mapping - Managing workflows with ArcGIS Workflow Manager

• Part II - Enhanced editing tools

• Part III - Quality Control with ArcGIS Data Reviewer

• Part IV - Advanced cartography tools

• Part V - Additional resources

Page 3: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Industry Challenges

• Good, fast, and cost-effective - Improve the speed and accuracy of your data / maps - Streamline workflows for efficiency

• Authoritative data - Produce data you can trust - Share and exchange – regardless of its source

• Commercial-off-the-shelf solution - Eliminate the need to develop and custom code or

scripts

Page 4: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Esri Production Mapping

• Evolved from production needs • Meet the standards set by organizations and industries

- High quality databases and cartographic products

• Platform for managing a production workflow - Data management and editing tools - Quality control processes - Simplified cartographic tools - Industry specific database models

Page 5: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Esri Production Mapping

Mapping and Charting Solutions

Aeronautical Nautical Defense Resource Centers

Cartography

Editing

Workflow Manager

ArcGIS Data Reviewer

Task Assistant

Page 6: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

The Data and Map Production Workflow

Collect and Inventory Data

Load Data Derive Cartographic Data

Store and Manage

Database Design Output and

Disseminate

Manage Workflow & Tasks

QA/QC

Capture, Edit and Maintain

Page 7: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Manage workflows at multiple levels

• Define your workflows • Macro – link to multiple systems at a high level • Micro – tasks inside of ArcMap

Workflow Manager

Task Assistant

Page 8: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Workflow Manager

• Develop and enforce standard workflows

- Ensure consistency across an organization

• Create and assign units of work (jobs) - Assign resources - Automate tasks - Notify users of pending work

• Track and manage status of work

Page 9: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Task Assistant Manager

• Create and Standardize workflows in ArcMap

• Promotes sharing of knowledge - Experienced users create

workflows - Less experienced users execute - Communicate best practices

• Provides consistency and efficiency

- Execute and launch tools within ArcMap

Page 10: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Task Assistant

Amber Bethell

Managing Workflows

Workflow Manager

Page 11: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Data Loading and Editing Lana Tylka

Page 12: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

The Data and Map Production Workflow

Collect and Inventory Data

Load Data Derive Cartographic Data

Capture, Edit and Maintain

Store and Manage

Database Design Output and

Disseminate

Manage Workflow & Tasks

QA/QC

Page 13: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Database schemas available

• Databases provided with the solutions and resource center

- Built to specification and ready to use

• Esri publishes data models for specific industries • Use your own

- Esri Production Mapping is configurable

Page 14: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Data loading

• Batch loading data into a geodatabase - Multiple sources to multiple targets

• Especially useful for data collected to a standard • Loads ArcGIS native data formats

- Shapefiles, coverage, geodatabase

• Requires cross-reference database - Maps source to target feature class - Instructions for updating data on load

• Load Data Geoprocessing Tool

Database Schema 1.1

Cross Reference

Database Schema 1.2

Page 15: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Editing using Production Mapping

• Composite templates - Create multiple features with

one sketch

Page 16: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Editing using Production Mapping

• Composite templates - Create multiple features with

one sketch

• On-the-fly validation - Reject noncompliant data

Page 17: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Editing using Production Mapping

• Composite templates - Create multiple features with

one sketch

• On-the-fly validation - Reject noncompliant data

• Attribute management - Field configurations - Attribution Groups

10.1

Page 18: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Editing using Production Mapping

• Composite templates - Create multiple features with

one sketch

• On-the-fly validation - Reject noncompliant data

• Attribute management - Field configurations

• Feature level metadata - Captures information when

creating or modifying a feature

Page 19: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Product Library

• Controls the editing environment • Geodatabase (personal, file, sde) • Stores editing business rules

- Database validation - Attribute management - Feature level metadata

• Link to production database when editing

Production Database

Rules

Specs Deliverables

Supporting Files

Validation Cartography

Editing

Product Library

Page 20: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Additional editing tools

• Tools for specific tasks or data types

- Utilities - Linear referencing - Contours - Z-enabled data (elevation)

Page 21: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Amber Bethell

Feature Extraction

Page 22: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Lana Tylka

Quality Control

Page 23: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

The Data and Map Production Workflow

Collect and Inventory Data

Load Data Derive Cartographic Data

Capture, Edit and Maintain

Store and Manage

Database Design Output and

Disseminate

Manage Workflow & Tasks

QA/QC

Page 24: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

When to perform quality control

• Before data loading - QC the data in the source prior to loading

• Receiving data from contractor/co-producer - QC the data upon arrival and notify sender of errors

• Extracting or editing data - QC edits for accuracy

• Hard copy map review

Quality Control

Data Received

Editing Data

Final Review Loading Data

Page 25: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Data Reviewer Data quality control using ArcGIS Data Reviewer

• Supports data QC - On-the-fly - Post editing

• Provides - Rule based workflows - Interactive tools - Track errors

• For individuals and enterprise - Saves time/money - Less rework

Review

Verify

Correct

Page 26: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Configure Feature Validation

• ArcGIS Data Reviewer - Batch Jobs

- Translate data business rules into data checks - Multiple checks stored in a single file - Associated with the product library

Business Rules Attribute rules 1. Name cannot be NULL 2. Road width must be greater than 15

Spatial Rules 1. Water Mains should not have sharp

angles 2. Hydrant must be connected to hydrant

lateral

Page 27: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

ArcGIS Data Reviewer

• Automated quality control - Geometry checks - Attribute checks

• Visual quality control • Errors centrally managed

and tracked - Reviewer workspace - Reviewer table

Page 28: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Automated checks

• 42 automated checks • Configure to ensure specification • Batch Jobs

- Automated running of multiple checks - Quality control model

- Available for supported data models - Established to ensure data standards

- Easily distributed

Page 29: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Visual QC

• Select, browse, and flag tools • Reviewer Overview Window

- Systematically review a given area

• Sampling check - Random sample - Statistical sample

Page 30: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Geoprocessing Tools

• Create Session • Execute Batch Job • Write to Reviewer Table • Data Reviewer for Server

10.1

Page 31: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Amber Bethell Validating Data

Page 32: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Cartographic Production Lana Tylka

Page 33: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

The Data and Map Production Workflow

Collect and Inventory Data

Load Data Derive Cartographic Data

Capture, Edit and Maintain

Store and Manage

Database Design Output and

Disseminate

Manage Workflow & Tasks

QA/QC

Page 34: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Product Library

• Multiple maps and multiple users • Check out/Check in map

documents • Exclusive locking

- Green check – current user editing - Red lock – another user editing

- Prohibits two people from editing map at the same time

• Version history maintained - Access prior versions - Who edited, when, comments

A

Page 35: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Cartographic reference grids

• Existing grid template files • Apply grid to different AOIs

- Consistent and repeatable

• Converging UTM zones - Zippers

• Grid template files can be modified with PM

- Generated using Desktop GP tool

Page 36: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Symbolize data

• Visual specifications - Created for specific map products

- Standardize and reuse - Batch symbolize data - Uses predefined representation rules

- Symbology stored with data

Page 37: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Production Mapping surround elements

• Dynamic table generation - Update based on data in current extent

Page 38: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Production Mapping surround elements

• Dynamic table generation - Update based on data in current extent

• Database element library - Store and share layout elements

Page 39: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Production Mapping surround elements

• Dynamic table generation - Update based on data in current extent

• Database element library - Store and share layout elements

• Manage elements in the Layout window

- Centralized layout management

Page 40: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Layout and data frame rules

• Consistent map documents • Layout rules

- Establish surround element placement rules

• Data frame rules - Separate rules for

multiple data frames

• Save and apply rules to other map documents

Layout Rule for Legend Horizontal rule: Legend 2cm left of page Vertical rule: Legend 3cm above page bottom

Data Frame Rule Scale: 1: 50k Size:35cm x 50cm Rotation: True north Coordinate system: UTM zone

Page 41: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Printing and Exporting

Production PDF map exporter - Overprinting - Spot colors - Tinting - Color remapping on output

- CMYK / RGB > CMYK / RGB / Spot

- Save and share PDF export settings - Multiple PDF deliverables across a team - Standard PDF settings + print production

Print production

Page 42: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Amber Bethell

Cartographic Production

Page 43: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

The Data and Map Production Workflow

Collect and Inventory Data

Load Data Derive Cartographic Data

Store and Manage

Database Design Output and

Disseminate

Manage Workflow & Tasks

QA/QC

Capture, Edit and Maintain

Page 44: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Additional Resources and Questions

• Esri Production Mapping Resource Center - http://resources.arcgis.com/content/esri-production-

mapping/10.1/about

• Training - http://training.esri.com

• At the conference - Esri Production Mapping – Performing Advanced

Cartography - Wednesday, 1:30pm – 2:45pm

- ArcGIS Data Reviewer – An Introduction - Thursday, 1:30pm – 2:45pm

- Workflow Manager: An Introduction - Thursday, 3:15pm – 4:30pm

Page 45: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

Steps to evaluate UC sessions

• My UC Homepage > “Evaluate Sessions”

• Choose session from planner OR

• Search for session

www.esri.com/ucsessionsurveys

Page 46: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer

• Thank you for attending

• Have fun at UC2012

• Open for Questions

• Please fill out the evaluation:

www.esri.com/ucsessionsurveys

First Offering ID: XXXX

Second Offering ID: XXXX

Page 47: Esri Production Mapping – An Introduction · Managing workflows with ArcGIS Workflow Manager • Part II -Enhanced editing tools • Part III -Quality Control with ArcGIS Data Reviewer