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Presenter Names Presentation Title Billie Leff, Esri Professional Services, [email protected] What GIS Professionals Should Know about Creating Great Print & Web Maps

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Page 1: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

• Presenter Names

Presentation Title

Billie Leff, Esri Professional Services, [email protected]

What GIS Professionals Should Know about

Creating Great Print & Web Maps

Page 2: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

1. Observations

2. Causes

3. Recommendations

Presentation Methodology

Page 3: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Observations for Maps Which Are Not Great

1. Contain excessive amount of content

2. Use bright or rainbow colors

3. Look inconsistent

Page 4: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

1. Map Contains Excessive Amount of Content

Page 5: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about
Page 6: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

1. Map Contains Excessive Amount of ContentCauses

Audience and/or use

case are not defined

Public or

Visitors

Management

e.g. Status Reporting

Staff/Experts

e.g. Planners

Page 7: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Map Audience and Use Case

As the …[user role] when I open the map,

I need to …[perform business function].

• Not about the data

• One map per use case

• “Everyone” is not a role

• “See” is not a business function

Page 8: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Data Visualizations Are For…

• Staff or expert audience

• Knowledge sharing

• Multiple and complex

ideas

• Minutes engagement

• Custom mapping

conventions

• Turning layers on and off

• 3 clicks to an answer

Complex data explorations with GIS-like capabilities

Page 9: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Narratives Are For…

• Public audience

• Engage and excite

• 6 second engagement

• Standard mapping

conventions (up to 6 colors)

• Strong visual hierarchy and

grammar

Targeted message maps

Page 10: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Infographics/Simple Maps Are For…

• Management/ executive

audience

• Fast and easy decision

making

• Actionable information

• 2 second engagement

• Not always a map

• 1-2 colors

One variable/message maps

Page 11: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Decluttering MapsRecommendations

• Cartography →maps

• Combining aesthetics, science and best practices

• To model reality and communicate

1. Define single audience and use case per map

Page 12: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Decluttering MapsRecommendations

• Cartography →maps

• Combining aesthetics, science and best practices

• To model reality and communicate

1. Define single audience and use case per map

a. Build multiple maps, if many use cases or

audiences exist

Page 13: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Decluttering MapsRecommendations

• Cartography →maps

• Combining aesthetics, science and best practices

• To model reality and communicate

1. Define single audience and use case per map

a. Build multiple maps, if many use cases or

audiences exist

b. If you must start with the data (content), categorize

it thematically and hypothesize an audience and a

use case

Page 14: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

1. Map Contains Excessive Amount of ContentCauses

“The map is not as important as the app or function.”

“Esthetics are not important to us.”

35% of survey respondents indicated that the

function or data is more important than the map

esthetics.

Page 15: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Decluttering MapsRecommendations

• Remember that map ≠ GIS

• Esthetics and function are interrelated

• Understand that esthetics influence

- How long users are interested

- Map reading time

- Where on the map attention is drawn

2. Consider map look and feel as early in

the planning process as possible (23%)

- Simplicity

- Color use

- Typography

Page 16: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Labels for Maps

• Use 1-2 meaningful typefaces

- Serif: paragraphs, prominent features

- Italic: physical features

- San serif: fast recognition, numerous

Georgia and Arial

Merriweather and Source Sans Pro

• Label color = feature color -30% value

• Halo matches feature color or

predominant background color

• Scale-dependent

- 1 label size can cover 2-3 map scales

- Increase size by 2 points at a time

Page 17: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Dual Encoding

Dual encoding

at small scale

Feature

labeling at

larger scale

No labeling or dual

encoding at the largest

scale

Page 18: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

2. Map Uses Bright/Rainbow/Unappealing Colors

Page 19: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about
Page 20: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

2. Map Uses Bright/Rainbow/Unappealing ColorsCauses

Audience and/or use

case are not defined.

Public or

Visitors

Management

e.g. Status Reporting

Staff/Experts

e.g. Planners

Page 21: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

2. Map Uses Bright/Rainbow/Unappealing ColorsCauses

Map maker is not familiar with

cartographic and design

principles VISUALhierarchy

ColorTheory

Page 22: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Visual VariablesHierarchy

1. Position changes in the x, y loc

2. Size change in length, area, repetition

3. Shape changes in shape

4. Value change from light to dark

5. Color changes in hue

6. Orientation changes in alignment

7. Texture variation in “grain”

Page 23: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Using Visual Variables

Order 2-3 types of features

Differentiate between 3-4 types of features

Order 2-5 types of features or Differentiate

between 2-6 types

Differentiate between 2-6 types of features, especially when used with higher level visual variables

Avoid using orientation and texture unless

these are intuitive and used in combination with higher

level visual variables

• Move as high up in the visual variable hierarchy as you can

• When possible, combine visual variables e.g. shape and color

Page 24: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Visual Hierarchy

Page 25: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Visual Contrast

Page 26: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Visual Contrast

Page 27: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Color Theory (For Maps)

• Features in different colors are interpreted as different

• Colors produce different sensory experiences

• Differentiating features by color alone may present

challenges for visually impaired audiences

Page 28: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Designing for a color-impaired audience(ADA Section 508 Compliance)

Use

Avoid UseBlue-green, blue

Orange, gold

Light green and dark red

Dark green and light red

Avoid

Distinguishing

feature by

color alone

Green, red, orange and yellow

with same saturation and value

Size and

value (or

color)

Different shapesLabel and color

1

2

3

Page 29: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Color Theory (For Maps) Continued

• The impact of “color” depends on it’s relative

lightness/darkness and saturation/chroma

Page 30: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Specifying color: CMYK and RGB

RedCyan

0 100

Magenta

0 100

Yellow

0 100

Black

0 100

82 C

31 M

0 Y

10 K

Red

0 255

Green

0 255

Blue

0 255

20 R

150 G

230 B

Page 31: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Specifying color: HSV

Saturation

0 100

0 100

Hue

0 360255

Value

46

75

255 H

46 S

75 V

Page 32: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Specifying color: HSV

Saturation

0 100

0 100

Hue

0 360255

Value

46

75

194 H

46 S

75 V

255 H

46 S

75 V

194

10 points of

separation for

adjacent features

30 points for non-

adjacent

Page 33: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Specifying color: HSV

Saturation

0 100

0 100

Hue

0 360194

Value

194 H

16 S

95 V

46

75

194 H

46 S

75 V

16

95

10 points of

separation for

adjacent features

30 points for non-

adjacent

Page 34: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Appealing MapsRecommendations

• Understand that cartography is its own art,

science and skill set

• Understand that maps are means of

communication, not just pretty art

3. Acquire cartographic skills

a. Hire staff with cartographic skills

(graphic design)

b. Provide cartography training for GIS staff

c. In a pinch and/or if resources are not

available, seek expert help

Page 35: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

3. The Maps We Produce Look Inconsistent

Page 36: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about
Page 37: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

3. The Maps We Produce Look InconsistentCauses

Lack of standards, especially

for web cartography

Existing (e.g. web design)

standards are not being

applied

Page 38: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Agriculture Visual Standards Guide 2013

Page 39: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesNY State Branding Overview, Guidelines and Architecture

Page 40: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesColorado Brand Guidelines

Page 41: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesColorado Brand Guidelines, continued

Page 42: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Veteran Affairs Graphic Standards

Page 43: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Veteran Affairs Graphic Standards, continued

Page 44: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Veteran Affairs Graphic Standards, continued

Page 45: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Veteran Affairs Graphic Standards, continued

Page 46: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Veteran Affairs Graphic Standards, continued

Page 47: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Cartographic Standards/Guidelines ExamplesUS Department of Veteran Affairs Graphic Standards, continued

Page 48: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Consistent MapsRecommendations

• Understand that cartographic consistency

is important for

- Brand identity

- Map reading speed

4. Assign Chief Cartographer/Carto SMEs

5. Establish and document carto

standards/guidelines and practices

- Consistent with web presence

- Leverage existing industry standards and carto

best practices for the medium

- Practices should allow for iterative development

- Define color and typography use per theme

- Curate resources and procedures, esp. QC

- Review periodically

Page 49: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

[email protected]

Recommendations for Effective and Attractive Maps

1. Define a single audience and business use case for each map

a. Build multiple maps, if many use cases or audiences exist

b. If starting with the data, categorize it thematically, hypothesize an audience and use case

2. Consider map look and feel asap: simplicity, color use, typography

3. Acquire cartographic skills on staff

a. Hire staff with cartographic skills (graphic design)

b. Provide cartography training for GIS staff

c. In a pinch and/or if resources are not available, seek expert help

d. Assign a Chief Cartographer or a group of Carto SMEs

e. Establish and document cartographic standards/guidelines and practices

Page 50: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Marker Symbol Options

• Character and stacked character markers (glyphs from a font set)

• Raster graphics (pictures)

• Vector graphics (.SVG)

Page 51: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Scale-Based Sizing

• At the symbol level

• Only for line features

• Not currently reflected

in the TOC or legend

Page 52: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Scale-Based Rendering

• At the layer level

• Using unique values

• Can use multiple attributes

• Can be used in combination with

scale-based sizing and display filters

• Single layer in the TOC with alternate

symbols at the different scales

Page 53: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Display Filters

• At the layer level

• Like query definitions by scale

• Independent of symbology

• On the Appearance tab

Page 54: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Print Your Certificate of Attendance

Print Stations Located in Front of 151 Rooms

Tuesday12:30 pm – 6:30 pm

Expo

Hall B

5:15 pm – 6:30 pm

Expo Social

Hall B

Wednesday10:45 am – 5:15 pm

Expo

Hall B

6:30 pm – 9:30 pm

Networking Reception

Smithsonian National Museum

of Natural History

Page 55: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Download the Esri

Events app and find your event

Select the session

you attended

Scroll down to

“Survey”

Log in to access the

survey

Complete the survey

and select “Submit”

Please Share Your Feedback in the App

Page 56: What GIS Professionals Should Know About …...•Presenter Names Presentation Title Billie Leff, Esri Professional Services, bleff@esri.com What GIS Professionals Should Know about

Related Sessions of Interest

Wednesday

8:30-9:30 143B ArcGIS Extensions: Tools for Topographic Cartographic Production

11:00-noon 146A 21st Century Organizational Mapping Trends

1:30-2:30 146A What GIS Professionals Should Know about Creating Great Maps

140A Caching Maps and Vector Tile Layers: Best Practices

2:45-3:45 146A ArcGIS StoryMaps: Agencies Are Creating Great Story Maps

146B ArcGIS Extensions: Tools for Topographic Data Production

4:00-5:00 144B Improving Accessibility with ArcGIS Web Applications