LAB 1: Introduction to ArcInfo 8
Suggested time for completion: One Week
To familiarize with the following:
Computers
ArcInfo version 8.x software is designed to
run on Windows NT v. 4 (ArcInfo v. 8.0 and later), or Windows 2000 (ArcInfo
v. 8.02 and later). For this lab series, we are running ESRI's ArcInfo
8.1 software using Windows NT 4.
About the software
In this course, we will be working with ESRI's
ArcInfo software. ArcInfo is considered to be the industry standard
for professional GIS users. In its current incarnation, ArcInfo (version8.x)
is a Windows-based GIS program - a significant departure from the structure
of versions 7.x and below, which used command driven, dos- or unix-based
interfaces. While the latest versions of ArcInfo are Windows-based,
the software does include a copy of ArcInfo "Workstation," with essentially
the same structure as the previous dos-based versions of the software.
ArcInfo 8 is structured around three modules- ArcCatalog, ArcMap, and ArcToolbox. These three modules represent the three basic necessities of GIS - data, data analysis, and data output/mapping. In this lab we will cover these three modules in greater depth, as well as discover some of their key functionality.
Cartography
In this lab we will also discuss some basic
principles of cartography. For those familiar with cartography, or
who have completed prior GIS courses which involved creation of cartographic
products, this will likely be a review. This portion of the lab will
provide you with the basic guidelines and requirements for all maps and
cartographic products handed in with lab assignments.
Additional information
Additional information on the ArcInfo software
can be found through ESRI'sArcInfo
8 web site, and through the ESRI
Virtual Campus web site, which offers several free modules on ArcInfo
and ArcInfo extensions.
The data that we will be using in this lab are:
Geodatabases:
1.4.1 The Basics
Getting Started
Log in to your Cordley 3003 machine and copy the lab data to your own account. Your TA will provide details. |
1.4.2 ArcCatalog
ArcCatalog is the ArcInfo module used for organizing,
browsing, and managing your data and map files, as well as for viewing
and editing metadata. In many ways, ArcCatalog is similar toWindows
Explorer. For instance, when you modify a file's location, or create or
delete a file, you do not need to save the changes -- it is done automatically.
Since it is easy to delete files this way, you should be careful to delete
only when you are sure that you will not need the file any longer.
Answer question 1:
What is the function of each of the following buttons? You will run into these icons as you go through the lab:
|
Connecting to your data
To access your data in ArcCatalog you have several choices -- first, if there is already a connection to the drive with your data, you can navigate down the catalog tree until you find your data folder. This, however, has the potential for causing quite a bit of clutter and confusion if your data are more than one or two folders down from the drive connection. A second option is to create a direct connection to your data. A direct connection will help avoid clutterin that you can make a connection straight to the folder holding your data, rather than having to navigate through other folders -- it is also a necessary step if the drive with your data are not shown in the Catalog tree (i.e.,if you are using data saved on your network drive). An example of a direct connection can be seen in the graphic in section1.3.2. -- G:\nicktemp and G:\sarah are both direct connections to local data folders.
Try this out and connect to your network drive,
zip disk, or to the local folder that you will be using for your work.
|
What can I do in ArcCatalog?
Earlier in the lab, it was mentioned that ArcCatalog
is used for "organizing, browsing, and managing your data and map files,
as well as for viewing and editing metadata." Let's explore that
a bit more:
For organizing data, ArcCatalog is quite easy to use. However, if you delete, move, or otherwise alter the data using ArcCatalog, it is permanent (i.e., if you delete a coverage, it is GONE - you can not retrieve it). Data organizing in ArcCatalog is very similar to that in Windows Explorer - you can drag and drop coverages, shapefiles, or geodatabases into new workspaces, or you can use the Windows shortcut keys (CTRL-C and CTRL-V). Try this out by copying and pasting your lab
data into a new folder.
Browsing through your data are simple using ArcCatalog - the Catalog tree displays in a hierarchical fashion all of the items in the Catalog - much like how data browsing is done through programs such as "Windows Explorer." A folder that contains files will have a box with a plus or minus sign to the left of the file name. This indicates whether or not the folder has been expanded. Take a moment or two to explore the data in the Catalog tree - you can use the arrow buttons on your keyboard, or your mouse to navigate. While navigating, pay attention to the changes that take place on the right hand side of the ArcCatalog window.
The right hand side of the Catalog allows you to examine the data further. For instance, select the usageog coverage. If you then click on the "Contents" tab on the right hand side of the window, you will see a list of the files that comprise the coverage. You can also see these files if you click on the plus signto the left of the usageog icon. If you click on the "Preview" tab, you will see a preview of the data geography or the data attribute table. To change from geography view to table view (or vice versa), change the value listed in the preview pulldown menu at the bottom of the Window. |
Answer question 2: When previewing data, a new set of icons become
active in the menu bar. Why? What do they do? Are they
always active when previewing data?
Answer question 3: Do you find the preview tab helpful? Why or why not? |
Finding data in ArcCatalog
As well as finding data, you can also add fields
to the table, re-load the table to view recent changes, or export the table
as a .dbf file (a format readable by many spreadsheet programs, including
Microsoft Excel)
|
Answer question 4:
Using the uscnty shapefile, find the state or states to which the following counties belong. Note that there may be more than one state with a county of that name.
|
What can I do in ArcCatalog? (cont.)
Using the usageog coverage, if you select the "Metadata" tab you will see any metadata (or data about the data) that is associated with the coverage. No metadata has been created for any of the data that we are using in this lab, so most of the metadata file is not filled in. ArcInfo automatically fills in a few fields in the metadata -- under the Spatial and Attribute headings. In a later lab we will be creating our own metadata. |
Answer question 5: Why do you think that these fields are automatically filled in, and the fields under the description are not? |
Managing your data
Managing your data is also done in ArcCatalog. You can examine and/or modify the properties of your data simply by right-clicking on the coverage, shapefile, or geodatabase and selecting Properties. Try this with the usageog coverage file.
On your own, explore the property sheets for each of the feature classes for usageog. To do this, expand the usageog coverage by clicking on the plus sign next to the coverage icon, right-click on the one of the feature classes (arc, polygon, tic, label), and select Properties. |
Answer question 6: What spheroid is the usageog dataset using? |
Introduction to ArcToolbox
ArcToolbox is the ArcInfo module used for
data processing, analysis, and conversion. ArcToolbox also provides
an option for the user to write scripts and create customized data processing/analysis/conversion
tools.
Starting ArcToolbox
To start ArcToolbox, you can either open it through the Start menu or through ArcCatalog. From the start menu, you can click on the Start button and navigate to Programs -> ArcGIS -> ArcToolbox. Or, from ArcCatalog, you can click on the ![]() |
The lay of the land, or, What is in ArcToolbox?
As you can see when looking at ArcToolbox, it provides tools for geoprocessing - data management, analysis, and conversion. There is also an option called "My Tools" which allows the user to create new, custom tools. Let's explore the organization of ArcToolbox a bit more:
|
Answer question 7: Use the toolbox "Find" tool to find all tools related to "overlay" operations. List these tools along with a brief description of their function. |
Introduction to ArcMap
ArcMap is the ArcInfo module used for creating,
viewing, querying, editing, composing, and publishing maps.
Starting ArcMap Similar to ArcToolbox, ArcMap can be opened
via the Start menu (Start -> Programs -> ArcInfo -> ArcMap) or from ArcCatalog(click
on the When you first start ArcMap, you may see the"Welcome to ArcMap" window - this window provides the options to 1.) Create a new map, 2) Open the last map you were using, 3) Open an existing map,or 4) Create a new map using a map template. This quarter we will most often use options 1 and 3 (creating a new map, and opening existing maps). If you do not see the Welcome window, someone
has probably turned this option off - don't worry, you can still access
all of the options through the main menu. For the sake of description,
open the prepared map file provided with the lab data (SBCoMap.mxd
)- you can open this from the Welcome window, or when ArcMap is open, click
on File -> Open File, and navigate to the location of the map file.
You will notice that the SBCoMap file is not particularly stunning
from a cartographic standpoint. Later in the lab, you will fix up
the map to make it a bit more cartographically pleasing.
The lay of the land, or, What is in ArcMap?
The left portion of ArcMap shows a tree displayof
the layers (the "layer tree") added to the map (and whether or not they
are currently displayed). There are two ways which the included data
can be explored - by "Display" or "Source." You can toggle between
the two by selecting the appropriate tab on the bottom of the layer tree: The right portion of ArcMap provides a view
of the data (similar to ArcView). You can select to view the data
in "data view" or in "layout view": The globe icon represents the data view ,and the sheet of paper icon represents the layout view. In the data view, you can zoom in and out,
pan, identify, select, etc. the data in this portion by using the available
tools:
|
The lay of the land, or, What is in ArcMap? (Cont.)
After exploring the data view, go to the layout view - you can do this by either clicking on the sheet of paper icon at the bottom of the view window, or by selecting View->Layout View. The layout view is similar to the layout in ArcView. A new set of tools are provided for exploration of the layout: ![]() To insert a title, legend, neatline, etc. on
your map, click on Insert and select the object that you would like to
add. Experiment with adding information to your map - try adding a title,
legend, scalebar, north arrow, and your name. You will use this map
file later in the lab, so you will want to save your changes.
Adding data / creating your own map Now that we have spent some time with an already created map file, let's make our own. In ArcMap, you can not have two map files open at the same time, so to open a new map file we either need to open a new ArcMap window or close the existing map file. In this instance, since we will not need to use the SBCoMap for this portion of the lab, click on File --> New (or you can use the shortcut key "CTRL-N" or click on the new file button on the menu bar), and select "Blank document." To add data to a map file, there are several options: 1. Use the "Add data" button on the ArcMap toolbar ![]() Try each of these methods, and add the usageog coverage, and the uscnty,usroad,and usriv shapefiles to your new map file. Since it is likely that you will open data from both your network drive and from copies on your local drive, it is helpful to use a "relative path" to your data. This will be handy if you copy your lab data folder to a local drive to work, or if you move it from one drive to another - if you do not store your data sources as relative path names, you will run into the problem of ArcMap looking for the data on the last drive which you used (e.g., if you create a map file with your data located in D:\lab1 - and you then copy the entire folder to another drive, when you open the map file from the new folder, it will still look for the data in D:\lab1. The relative path name tells ArcMap to look for the data in the same relative location to the map file- e.g., in the same data folder, or wherever it is in relation to the map file). To set your map file to use relative path names,click on File --> Map Properties, select Data Source Options,and "Store relative path names." Click OK. Note: You will probably want to do this with ALL map files that you create in this course. Occasionally, even if you set the map file
to use relative path names you will still have problems with "broken sources."
These will be indicated by a red ! next
tothe layer's name: To fix this problem, go to Properties-->Source
,and re-set the appropriate data source by clicking on the "Set Data Source"
button.
Symbology and data appearance
Data properties: In ArcMap, to view the properties of a data layer, double click on the data layer's name. This will take you to the properties window. Note: The ArcMap properties window will provide different information than was found in the ArcCatalog Properties window. You can also do this by right clicking on the data layer and selecting the properties option. From the properties window you can view and modify the display properties of a dataset - including the layer's transparency, labeling options, symbology, and source. This lab will only cover a few of the options (display, symbology, and labels), but you will want to take a few moments to familiarize yourself with the other functions in the properties window. Symbology: Under the symbology tab are the options for changing the display of data - this is similar to the Legend Editor option in ArcView. From here you can decide to display the data as Features (single symbol), Categories (unique values, unique values many fields,or match to symbols in a field), Quantities (graduated colors, graduatedsymbols, proportional symbols), or Multiple attributes (quantity by category). You can also decide what color(s) and symbol(s) to use to represent thedata. For example, if you want to use usroad to display type of road rather than simply location - double click on usroad to open the Properties window, and click on the Symbology tab. As the default, usroad is drawn as a single symbol -since we want to show all of the different road values, we will use Categories-->Unique values. Let's divide the road by administrative class (Value Field = ADMN_CLASS). To add these values to the display, select "Add all values." If you do not want all of the values to be displayed, you can add values individually using the "Add values" button. To change the symbology of other data layers (even of other types of data -- shapefile, coverage, or geodatabase) the process is the same. |
||
Answer question 8: What information is provided in the symbology tab when we select the ADMIN_CLASS field? From this window, in what ways can we change data representation? |
Symbology and data appearance (Cont.)
To change the representation of Interstate,
State Highway, and US Highway, double click on the line next to the name
and select an appropriate line symbol from the Symbol Selector. Change
to appropriate symbols. Since there are no "other values," you can
deselect the all other values symbol. When the display is to your
liking, click OK.
Display An important feature on the display tab is the option to set transparency. This allows for a layer to be seen through another layer - for instance, with the uscnty layer displayed, the usageog layer can not be seen. By setting the top layer to some level of transparency, both layers can be seen. With the transparency function, you can even display a raster layer transparently to give a 3-D effect! To explore this, we'll make the uscnty layer partly transparent. Open the properties window for uscntyand select the Display tab. Under "% Transparent" enter 75 and click on OK. Now the state boundaries are shown clearly, and the county boundaries are less pronounced in the display. |
Answer question 9: Where else do you think the transparency function might be (more) useful? |
Labels
Using the labels tab under properties is an easy way of inserting the names of features on a map. We will trythis out with the usriv layer and add labels for river names. Go to the labels tab in the usriv property window. To insert labels, check the "Label Features" box and select which field to use for labeling (we will use "Name"). From here you can change the style, symbol, font, font size, and location of the labels by selecting from the button options under "Label" in the window. Take a few minutes to explore these options. |
Answer question 10: How would you remove duplicate labels? |
Querying data in ArcMap
Choose the Select By Attributes option, and select the "Help" option in the new window. Read the help file on building a query and then write a query to select the counties that meet the following criteria:
When doing searches of this type, it can be
handy to display only those records selected. To do this, change
the option to show selected: Notice that the selected counties are highlighted not only in the attribute table, but on the display map. |
Answer question 11: In which state is the selected county? Write out (as you typed it) the formula that you used to find the answer. |
Miscellaneous bells and whistles in ArcMap
When you have zoomed to an area of interest, you can set a spatial bookmark. A spatial bookmark will allow you to zoom to the area whenever you want. To set the bookmark, selectView->Bookmarks->Create. An Isla Vista and a Downtown bookmark have already been created for you. (VERY) Basic principles of cartography Cartographic Guidelines (courtesy of David Jones, UCSB) 1. Data in maps:
2. Titles:
3. Scalebars:
4. Borders:
5. North Arrows:
6. Legends:
7. Text on Map:
8. Name on Map:
9. WHITE SPACE:
|
Your maps for Lab 1:
Map 1- Using the usageog, uscnty, usriv, and usroad data, zoom to your favourite state and make a map of it. Follow the above listed principles of cartography. Include whatever features (rivers, roads, counties) you feel are necessary (at least one must be included). Turn in this map with your lab answer sheet. Map 2-
|
As with any new software, these basics do not come close to being comprehensive, however - to really grasp the software, you will need to spend quite a bit of time just exploring, trying out different functions, seeing what works (and what doesn't), and just clicking on buttons, menus, bits of data, and especially the help files.
In the remaining labs this quarter, we will spend time examining more specific GIS functions with ArcInfo.
Last update: May 9, 2002
http://dusk.geo.orst.edu/buffgis/Arc8Labs/lab1/lab1.html