wls web map guide

Updated 6/20/2017 of 32

Compass Fundamentals

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Welcome to the Compass! Compass is Western Land Services’ Project Management Platform and allows you to display and interact with online project maps and data using the internet. This course will introduce you to the basics of Compass and how it will help you manage your project.

Course Outline

Getting Started Basic Terms Access to Maps and Sign On The Main Screen Base Maps Basic Navigation

• Scale Input Box • Bookmark Tool • Bing / Google Street View

Layers • Layer Visibility • Layer Symbology • Layer Actions • Layer Transparency • Layer Themes

Resources • Parcel Data – Source & Vintage • Wells & Permits • Leasehold Takeoff Data

Finding Data Map Tips Global Search Right-Click Context Menu Identify Tools (Buffering, Snapping, Identifiable Layers) Query Builder Filter Table View Results List

Measuring Distance and Area Editing Data Printing Maps

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Getting Started

Compass provides a powerful tool to monitor project status visually, to edit and view real time data, print maps, and export data. Compass maps contain many different types of information which is added layer by layer making it possible to interact with the map in useful ways - most importantly - to search for and analyze the information stored in all those layers. Compass maps are setup according to project requirements and client needs, and so can vary significantly. This user tutorial explains the basic features provided in most maps.

Basic Terms

Layers Information in web-based maps is separated into layers. Each layer can contain a different set of information. For example, to keep track of right of way project data, layers could be created to show:

• Parcels • Survey permissions • Landowner contact information

Viewing – Layers can be activated or deactivated by the user, so they can be viewed one at a time, or they can be viewed together in any combination. Permissions – Layers can also be set up with different levels of permissions. For example, a Landman might be granted permission to view a layer that contains only the parcels that they are assigned. Editing – Additionally, layers can be set up for editing, or they can be limited to only viewing. For example, a Title layer can be made editable for Title Staff, and read-only for all other users.

Features Each layer of the map is made up of features, for example the parcels on the parcel layer and wells on the well layer. Features can be displayed using symbols or color to reflect attribute values. Below shows the main type of spatial features:

Points: Points (usually Lat/Long values) are used to show where a feature is when physical shape is not important (for example a well).

Lines: Lines are used to represent features that are continuous (for example a pipeline or a stream).

Polygon: A polygon is a solid, multi-sided shape. Polygons are used to represent features that occupy an area. (i.e. a parcel, a lease, a unit, etc.)

Attributes Each feature has information about it stored in the form of attributes, for example, the parcel ID and what county it resides in.

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Access to Maps and Sign On

To access a Compass map you will be given the internet address (URL) for the map specific to your project. For example: https://gis.westernls.com/gismap/wlssample

* When saving the web link to your browser favorites or bookmark, you MUST use the original URL provided, not the URL that displays after the map loads.

If the map is a secured map and you are an employee of Western Land Services, sign in using your regular Active Directory login credentials. If you are not a WLS employee, you will be provided with a username and password to sign in.

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The Main Screen

When you open the map, you see a screen similar to the one below. Project maps may contain additional functionality, but are likely to have most of the common elements described. In the example below, elements like the Toolbar, the Information Panel, the Map Tools menu and the Overview Map are made visible for this tutorial so that they can be described. Normally, at least some of these elements would be hidden when the map is first opened.

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4 5 6 7 8 9 10

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Main Screen continued

Number Screen Element

Title Bar: Displays the title of the application and the logo or name of a particular organization or project.

Toolbar: The Toolbar contains the tools that control how you interact with the map. In some map projects, there are several sets of tools that are grouped by function, or the toolbar can have multiple tabs containing groups of tools.

Information Panel: The Information Panel is an area that has multiple purposes. It is used to list important information, for example, it displays Map Layers where you can select different layers to hide or show on the map. If you do a search or use an Identify tool, it displays a list of map features in the Results List. Each time you use the panel for a new function, it is opened in a separate tab that appears at the bottom of the panel.

Information Panel Menu: Content of this menu is based on the information displayed in the information panel. In the Layer view, the menu allows viewing the Legend for the available map layers.

Zoom: Use + / - buttons to zoom in or out on the map.

Map Tools menu: A menu of shortcuts to frequently-used tools. This menu may vary based on map and project needs.

Map Tip: Map tips appear when you click on a map feature. Information specific to each layer that has been configured to show map tips will display in the popup window. Navigating through the different data layers can be done by clicking on the Next and Previous arrows, or selecting a layer from the pull-down menu.

Click View Additional Details to find more information about the feature in the map tip. Click Edit Feature to edit attributes if the layer allows for editing.

Map: The window where you interact with the map by zooming, panning, or clicking for map tips to get information.

Search box: You can type in information for attributes that have been setup as search fields to find the related feature on the map. For example most map projects will allow searching for parcel number using the search box, and other attributes, such as lease number, name, or status, can be designated search fields as necessary.

Toolbar icon: Shows or hides the Toolbar when you click the icon.

Information Panel tabs: Displays a tab for each function you open in the Information Panel, such as layer list, home panel, and search results. Clicking a tab will activate that function in the Information Panel.

Base Map menu: Lists Base Maps you can select, for example, a topographic map or Aerial Imagery.

Coordinate System Widget: Opens and closes the Coordinate System Widget which displays map coordinates and allows changing the map’s coordinate system.

Scale: The current scale of the map.

Overview Map: A small map that is inset in the main map. Often shows the main map in its larger context.

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Base Maps

The Base Map Tool, located at the bottom left of the map screen, gives the user the ability to easily change the base map (the very bottom layer on the map), from Topo, to Imagery/Aerial, to Street View

Change base maps from

Topographic to Aerial

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Basic Navigation

The map has many different navigation features. For example, you can click the map and scroll your mouse wheel to zoom in or out. On the desktop map, you can use the following controls:

To... Do this...

Pan or move the map. Click on the map and drag in any direction.

Pan left or right. Press the Left- or Right-arrow keys.

Pan up or down. Press the Up- or Down-arrow keys.

Zoom in or out.- Press the Plus + key to zoom in. Press the Minus - key to zoom out.

Zoom in or out.

Scroll the mouse wheel away from you to zoom in; towards you to zoom out. or Use the Zoom buttons on the map:

• Click the Plus + or Minus - to zoom in or out.

Zoom in to a specific region on the map.

Press SHIFT and drag a rectangle around the area you want to zoom in to.

Open/Close the Toolbar.

Double-click the title bar, or click the Show/Hide the Toolbar button.

Layer Zoom

To Zoom to the full extent or visible scale for any layer, click on the arrow to the right of the layer name.

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Bookmarks

A Bookmark is a shortcut that enables users to position and zoom to the bookmarked extent on the map. If the map has no predefined or user bookmarks, the Bookmark Tool must be activated from the Toolbar on the Navigation tab.

Navigation - Scale Input Box

View the current scale of the map, or change the scale using a drop down menu or by typing in a scale.

To create a user bookmark 1. Set map to desired Extent

2. Click on Bookmark Tool

3. Click on Bookmark Current Extent

4. Name the Bookmark and click OK

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Bing View / Google Street View

Compass integrates 3rd party maps into each web map. Both Bing and Google Street View can be run from the project map to show a more comprehensive picture of the viewer’s area of interest. Note, availability of data is subject to Bing/Google’s availability.

To enable 3rd Party Maps:

1. Open the Toolbar and select Street View from the Navigation Tab.

2. Move the blue marker to the position to be viewed in Google Street View. (Tip: Turn on the Street Map base map to see streets that may have Street View data available.) If the blue Street View marker is not visible, click on the Street View target to position the marker in the center of the map.

Street view target position marker

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Bing View / Google Street View continued

3. To use Bing View, use the Select Map menu and click the check box for Bing View.

4. Use the red Bing View position marker to position to view.

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Resources

Compass layers are made of data from different sources. Sometimes this data is provided by the client. Many of the data layers are created from WLS’ vast databases of oil and gas related resources. These layers are maintained in the Information Panel.

Parcel Data – Source & Vintage

Cadastral Data – State/County/Township Boundaries, Town/Range/Section Boundaries, etc.

Wells & Permits

Project Specific Data – leases, title, units, proposed pipeline routes, target contacts, etc.

Leasehold Takeoff Data - WLS’ comprehensive competitor leasehold data can be included in Compass project maps based on client requirements.

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Layers

Layer Visibility You can change what you see by switching the visibility of different layers on or off. To view and manage map layers, click on the layer icon below the Information Panel. Layer settings can be managed in groups, or Layer Themes. Use the pull-down at the top of the Layers menu to select a Layer Theme. Only the layers in the current Layer Theme will display on the map.

Individual layers can be turned on and off. To turn a layer on or off, click the check box in front of that layer. Layers with text that is pale gray are not visible at the current scale.

Layer Groups can be expanded or collapsed by clicking + or - in front of the layer, making the layer list more manageable.

Click to turn on Layer Menu

Click to open Layer Menu

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Layers continued

Layer Symbology

You can see how features within a layer have been represented symbolically if the layer has a legend icon in front of it. Click on the icon to see the legend for the layer.

The layer list also provides a full legend for all of the layers that are currently turned on. To view the full legend, click the button to the right of the Layers title on the layer list and click Show Legend.

Layer Actions To zoom directly to where a layer is visible, click the arrow to the right of the layer in the list, and then click Zoom To Visible Scale. To zoom to an extent that is just large enough to include all the layer's features, click Zoom to full Extent.

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Layers continued

Layer Transparency To change the transparency of a layer, drag the transparency slider.

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Finding Data

Map Tips

Map tips pop up when you click on a map feature. Data displayed on each map tip is attribute information from the related layer. Navigating through the different map tips can be done by clicking on the Next and Previous arrows, or selecting a layer from the pull-down menu.

Click View Additional Details to find more information about the feature in the map tip.

Click Edit Feature to edit attributes if the layer and your permissions allow for editing.

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Finding Data continued

Global Search One of the greatest benefits of web-based maps is the ability to search for information. There are several ways to search for information in this map, but one of the easiest is to use the Search box in the top right corner.

When you type in the Search box, the application searches all the active layers and then displays the results in the Results List. When searching a map with more than one layer, the results of the search are grouped by layer in the results list. For example, if you type the Parcel Number 19-95-73 into the WLS Sample Site web map, the Results List will include the following:

• Parcel information from two different Contact Report Status layers. • Parcel information from the Bradford Assessment layer. • Parcel information from the Leasehold layer.

All of the search results refer to the same parcel number, however the results are displayed from each map layer.

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Right-Click Context Menu

Compass web maps feature a configurable right-click context menu. It includes reverse geocoded address information and coordinates alongside a configurable list of menu options. Custom options, such as workflows, can be added. Geocoded address and coordinates correspond to a point on the map after the user clicks with the right mouse button.

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Identify Tools (Buffering, Snapping Identifiable Layers) The Identify Tools provide another method to search for information in the layers of the map. Instead of typing specific information in the Search box and clicking search, you define an area on the map by selecting an Identify tool and clicking on the map. The application then finds all of the information about the layers and features in that area and lists them in the Results List. On the Identify & Select tab of the Toolbar, the Point Identify tool is available along with the Freehand, Line, Polygon, and Rectangle tools for identifying larger areas. Buffering, Snapping, and Identifiable Layer tools are selectable for the Identify Tools where these feature apply:

Identify Tool Buffering – creates a buffer around selected features.

Snapping – snaps to vertices and edges of existing geometries.

Identifiable Layers – allows user to choose layer to return results from.

Point X X X Freehand X X Line X X X Polygon X X X Rectangle X X

The results are displayed in the Results List and are grouped by layer.

To identify features by drawing on the map:

1. Click on the toolbar icon to open the toolbar. Click on the Identify & Select tab to select identify tool.

2. If desired Enable Buffering by clicking on the Enable buffering button and populate the Buffer Options. Buffering selects features based on user-defined distance from the geometry drawn by the identify tool.

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Identify Tools (Buffering, Snapping Identifiable Layers) cont.

3. If desired (and available), enable Snapping by clicking on the Enable Snapping button and then Select Snapping Layers button to

select layer to snap to. Snapping makes the Identify tool snap to vertices and edges of existing geometries (i.e. lines).

4. If desired, enable Identifiable Layers by clicking on the Identifiable Layers button and select layers to identify features from.

5. To define an area to identify, do any of the following. o Point Identify - click any point on the map.

o Line Identify - click a starting point, and then click an ending point to draw a line. To continue the line, but change direction, click the map and at each turning point. To end the line, double-click.

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Identify Tools (Buffering, Snapping Identifiable Layers) continued

o Polygon Identify - click starting point to start a polygon. To change direction, click at turning point. A black shading appears under your cursor to indicate that the polygon is filling in the space of the area as you click on turning points. Continue to click until the shading has covered the area you want to include in the identify process. Double-click to end the polygon. You do not have to complete the shape. As long as the shading covers the area, you can double-click and the line will be completed automatically. All the features beneath the shaded area are included in the identify process.

o Rectangle Identify, and then click on one corner of the area you want to define. Drag a square away from the corner you clicked. A black shaded square appears under the cursor. When your area is enclosed in the square, lift your finger from the mouse. All the features covered by the rectangle are included in the identify process.

When features are listed in the Results List, they are grouped by layer.

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Query Tool The Query Builder tool allows the user to select features based on criteria set for a selected layer.

To run a query using the Query tool:

1. On the Identify & Select tab of the toolbar, click Query.

The Query Builder opens in the Information Pane.

2. From the Data Source drop-down list, select the layer that you want to query.

3. From the Field drop-down list, select the field that you want to be in the first part of your query statement, for example, Status.

4. From the Operator drop-down list, select the operator, for example = (equal to).

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Query tool continued

5. In the Value field, select value you want to query, for example “Signed”. The field value options are populated from the domain setup for this field if available. Alternatively, as you type, a list of possible options for this value displays.

6. If you want to make the statement more specific, click and define another set of parameters.

8. To remove a condition, click the Remove Query Condition icon.

9. Spatial Filter can be set to Current Extent to limit the results to the area currently visible on the screen (the extent).

10. Click Search. The results of the query display in the Query Results List.

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Filter Features The Filter tool is similar to the Query tool, however filtering features is more visual. When a filter is applied, all features except for those that match the filter criteria are hidden from view.

To filter features using the Filter tool:

On the Identify & Select tab of the toolbar, click Filter. Fill in criteria options just as with the Query tool.

The results using the Filter tool are visual, with all features not matching criteria removed from the map view. Clicking the Clear button on the Filter tool will restore the hidden features. BEFORE FILTER AFTER FILTER

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Table View Once you have a set of search results in the Results List, you can change the way the results are displayed and show them as a table. To toggle from list to table view, click Switch to Table from the Identify Results pull-down menu at the upper right of the Identify Results window.

If there are multiple map layers in the search results, the results will be separated into tabbed windows.

Toggle between Table View and List View in the Results List

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Results List

Each item in the Results List can be used to find out more information about that feature and its attributes. To find a feature's attributes, select the feature in the Results List. The window displays additional details and attributes about the feature. The Details window has a menu that allows changing the layout of the feature details. Clicking on the feature in the Results List also zooms to the feature on the map, and highlights the feature.

Search results list

Individual result feature information

Map zoomed to selected feature and feature

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Measuring Distance and Area

It is possible to measure both distance and area on the map and to add both as a drawing so that you can refer to it later. You can change the unit of measurement used for the Total Distance, Last Segment, Perimeter, and Area.

To measure distance on the map:

1. On the Measurement / Markup tab of the toolbar, click Distance tool, and then click on the map at the start of the distance you want to measure.

2. Drag a line and click each time you want to change direction or to create a measured segment. Whenever you click, the distance of the previous segment appears beside the line, and the total distance displays highlighted.

4. To remove a measurement drawing, pull down the Edit multi tool and then select the Erase tool, and then click on any part of the drawing.

5. To remove all measurement drawings, click

.

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Measuring Distance and Area continued

To measure area on the map:

1. On the Measurement / Markup tab of the toolbar, select the Area tool from the measurement multi tool, and then click on the map at the edge of the area you want to measure.

2. After clicking on the map to create a starting point for the area to measure, click again each time you want to change direction or create a measured segment of the perimeter. Each time you click, the length of the previous segment appears beside the line and the total area and perimeter length display on the shape.

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Drawing on the Map

Compass provides tools for users to add text and drawings to a web map (“markups”). Functionality is also provided to edit these markups, and to save them as part of a “Project”. See the section on Projects for further information on using Projects.

To draw markups on the map:

1. On the Measurement / Markup tab of the toolbar, click the Drawing tool and select the type of tool.

2. If desired, enable Snapping by clicking on the Enable Snapping button and then Select Snapping Layers button to select layer to snap to. Snapping makes the Drawing tool snap to vertices and edges of existing geometries (i.e. lines), making drawing more exact.

3. Click on the map to initiate the drawing. Instructions on how to use each particular tool will be displayed near the bottom of the map.

Close this instruction box to disable the drawing tool.

4. The Edit tool can be used to move and resize markups, and also to Erase and Clear All drawings.

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Editing Data

Edit Layer Attributes Editable layers are typically not activated when the map is first opened to prevent inadvertent data changes. To edit layer attributes, the editable layer must be selected, and the map must be zoomed in to the scale that is editable.

Step 1 – Navigate to Editable Layer

Layer Option - From the Layer drop-down list, select the editable layer theme the feature is in.

Zoom Option – Select point on map and then from Map Tip box, click Zoom to Feature.

Step 2 – Activate Edit Attributes

Locate the feature to be edited using one of the following methods:

• Click on it • Use the Search box • Use Query tool • Use an Identify / Select tool from the toolbar

If feature was clicked on map, click on Edit Feature link on Map Tip

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Editing Data continued

Edit Attributes continued

All other search/identify methods will produce a results list. Click the feature to edit from the results list. (Be sure to select a feature that is from an editable layer.)

Details will now show in the Information Panel. Click pull-down menu and click Edit Feature.

Edit the attributes then click on Save

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Printing Maps

Map print templates have been set up for each map project.

To print a map:

1. Select map extent that you want to print.

2. Open the toolbar and select Print from the Print tab.

3. Adjust the printable area by unchecking Lock print preview with map and moving the shaded print preview area as desired. Select options from the Print dialog and click Print.

4. After clicking the Open File button, the printout will look similar to this screenshot.

wls web map guide

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