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Best Practices for Working with ArcGIS
Open Data
Courtney Claessens, Product Engineer
Esri R&D Center, Washington DC
What this session is
•  Tips and tricks:
-  Configuring your services
-  Preparing your data
-  Organizing in ArcGIS Online
-  Simple site design
•  For:
-  Those with ArcGIS Open Data running now
-  Those interested in spinning up a site
What this session is not
•  In-depth overview of ArcGIS Open Data
•  Step-by-step how-to
•  Other great sessions for more details:
-  Design and Style Your Sites: Tuesday 11:30 am (TW)
-  Engaging your Community with Open Data: Tuesday 2:30 pm
-  How to Federate ArcGIS Open Data Catalogs: Tuesday 4:30 pm
-  Bridging Communities and Data with ArcGIS Open Data: Thursday 3:15 pm (TW)
ArcGIS Open Data: Part of the ArcGIS Platform
Desktop Web Device
Server Online Content
and Services
Portal
Web GIS
Open Data
Site
Apps
Services
Access
Simple, integrated, open
ArcGIS Open Data Technical Session - Esri UC 2015 5
ArcGIS Open Data Technical Session - Esri UC 2015 6
•  Data-centric view
•  Open formats
•  Hosted and
configurable
•  Included with ArcGIS
subscriptions
not all data is created equal
tricky: introducing your data to
new users that new use cases
Ultimate goals + session outline
•  Data that is performant and quick to view and download (service configuration)
•  Data that is citizen-friendly and easy to understand (data preparation and
organization)
•  Sites that are inviting and give user guidance (site design)
Dataset and service
preparation
How to best configure your services
Getting data ready from ArcMap
•  Humanize your attributes: use attribute aliases
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
Getting data ready from ArcMap
•  Humanize your attributes: use attribute aliases
•  Hide unnecessary or empty fields
-  Keep ObjectID
ArcGIS Open Data - Best Practices
Let’s talk server and services
•  Latest is greatest (but definitely need 10+)
•  Service parameters
-  Max record count should be less than 5,000
ArcGIS Open Data - Best Practices
Let’s talk server and services
•  Latest is greatest (but definitely need 10+)
•  Service parameters
-  Max record count should be less than 5,000
•  Service capabilities
-  Enable WMS, WFS, WCS (where applicable)
-  Turn off feature access if not needed
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
Let’s talk server and services
•  Latest is greatest (but definitely need 10+)
•  Service parameters
-  Max record count should be less than 5,000
•  Service capabilities
-  Enable WMS, WFS, WCS (where applicable)
-  Turn off feature access if not needed
•  Organize datasets into multiple services
-  No more than 20 to a service
-  A unique title for each dataset
•  Must be publicly accessible
ArcGIS Online
preparation
How to best configure your
organization and data in Online
Let’s talk organization structures
•  ArcGIS Online user roles
-  Open Data administrator
ArcGIS Open Data - Best Practices
Let’s talk organization structures
•  ArcGIS Online user roles
-  Open Data administrator
•  Staging groups – good for orgs with multiple contributors
•  Thematic groups – comes in handy when adding data
ArcGIS Open Data - Best Practices
Let’s talk organization structures
•  ArcGIS Online user roles
-  Open Data administrator
•  Staging groups – good for orgs with multiple contributors
•  Thematic groups – comes in handy when adding and organizing data on your site
•  Include good group names, icons, descriptions
ArcGIS Open Data - Best Practices
Registering data and editing metadata
•  Register individual layers over full services
•  Gives greater and easier control of metadata
•  Title, description, access and use constraints (license), tags
•  License: Creative Commons is ideal!
•  Add structured metadata on ArcGIS Online
-  Accessible from dataset page and included in shapefile downloads
ArcGIS Open Data - Best Practices
Site
customization
Some tips for site design and user
guidance
Basic customization
•  Header CSS – a little goes a long way!
-  Overwrite the predefined classes that you want to change
-  Use developer tools in your browser to identify classes
-  Can still use wizard for the body of your site
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
Basic customization
•  Header CSS – a little goes a long way!
-  Overwrite the predefined classes that you want to change
-  Use developer tools in your browser to identify classes
-  Can still use wizard for the body of your site
•  Place categories on your homepage
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
Basic customization
•  Header CSS – a little goes a long way!
-  Overwrite the predefined classes that you want to change
-  Use developer tools in your browser to identify classes
-  Can still use wizard for the body of your site
•  Place categories on your homepage
•  Open source icon libraries
-  Icons8
-  Noun Project
-  Bootstrap Glyphicons
ArcGIS Open Data - Best Practices
Basic customization
•  Header CSS – a little goes a long way!
-  Overwrite the predefined classes that you want to change
-  Use developer tools in your browser to identify classes
-  Can still use wizard for the body of your site
•  Place categories on your homepage
•  Open source icon libraries
-  Icons8
-  Noun Project
-  Bootstrap Glyphicons
•  Add contact information or feedback mechanisms to homepage
ArcGIS Open Data - Best Practices
ArcGIS Open Data - Best Practices
•  Data preparation
-  Attribute aliases
-  Hide unnecessary fields
•  Service configuration
-  Max record count
-  Enabling WMS, WFS, WCS
-  Maximum 20 datasets per service
•  ArcGIS Online organization
-  User roles
-  Staging groups
•  Registering data
-  Individual layers
-  Effective metadata
•  Site design
-  Header CSS
-  Groups
-  Feedback mechanisms
What did we learn?
Other Open Data Sessions
bit.ly/OpenDataUC
•  Design and Style Your Sites
•  Tuesday 11:30 am in Demo Theater 11 - Developer
•  Engaging your Community with Open Data
•  Tuesday 2:30 pm in Demo Theater 8 – Online GIS
•  How to Federate ArcGIS Open Data Catalogs
•  Tuesday 4:30 pm in Demo Theater 8 – Online GIS
•  Bridging Communities and Data with ArcGIS Open Data
•  Thursday 3:15 pm (TW) in Room 31 C
•  Open Data Special Interest Group
•  Tuesday 5:30 pm in Room 31 C
ArcGIS Open Data Technical Session - Esri UC 2015 49
Want to learn more?
•  Documentation
- ArcGIS Open Data docs
- ArcGIS Online docs
•  Related Esri Training and Tutorials
- ArcGIS Open Data Live Training Seminar (Oct 2014)
•  bit.ly/OpenDataLTS
•  Additional Resources
- ArcGIS Open Data on the ArcGIS Blog
- ArcGIS Open Data on GeoNet
Session survey
•  Please fill out the session survey in your mobile app
•  Search Open Data in the mobile app
•  Select Best Practices
•  Click “Demo Theatre Survey”
•  Answer a few short questions and enter any comments
ArcGIS Open Data - Best Practices

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ArcGIS Open Data - Best Practices

  • 1. Best Practices for Working with ArcGIS Open Data Courtney Claessens, Product Engineer Esri R&D Center, Washington DC
  • 2. What this session is •  Tips and tricks: -  Configuring your services -  Preparing your data -  Organizing in ArcGIS Online -  Simple site design •  For: -  Those with ArcGIS Open Data running now -  Those interested in spinning up a site
  • 3. What this session is not •  In-depth overview of ArcGIS Open Data •  Step-by-step how-to •  Other great sessions for more details: -  Design and Style Your Sites: Tuesday 11:30 am (TW) -  Engaging your Community with Open Data: Tuesday 2:30 pm -  How to Federate ArcGIS Open Data Catalogs: Tuesday 4:30 pm -  Bridging Communities and Data with ArcGIS Open Data: Thursday 3:15 pm (TW)
  • 4. ArcGIS Open Data: Part of the ArcGIS Platform Desktop Web Device Server Online Content and Services Portal Web GIS Open Data Site Apps Services Access
  • 5. Simple, integrated, open ArcGIS Open Data Technical Session - Esri UC 2015 5
  • 6. ArcGIS Open Data Technical Session - Esri UC 2015 6 •  Data-centric view •  Open formats •  Hosted and configurable •  Included with ArcGIS subscriptions
  • 7. not all data is created equal
  • 8. tricky: introducing your data to new users that new use cases
  • 9. Ultimate goals + session outline •  Data that is performant and quick to view and download (service configuration) •  Data that is citizen-friendly and easy to understand (data preparation and organization) •  Sites that are inviting and give user guidance (site design)
  • 10. Dataset and service preparation How to best configure your services
  • 11. Getting data ready from ArcMap •  Humanize your attributes: use attribute aliases
  • 14. Getting data ready from ArcMap •  Humanize your attributes: use attribute aliases •  Hide unnecessary or empty fields -  Keep ObjectID
  • 16. Let’s talk server and services •  Latest is greatest (but definitely need 10+) •  Service parameters -  Max record count should be less than 5,000
  • 18. Let’s talk server and services •  Latest is greatest (but definitely need 10+) •  Service parameters -  Max record count should be less than 5,000 •  Service capabilities -  Enable WMS, WFS, WCS (where applicable) -  Turn off feature access if not needed
  • 21. Let’s talk server and services •  Latest is greatest (but definitely need 10+) •  Service parameters -  Max record count should be less than 5,000 •  Service capabilities -  Enable WMS, WFS, WCS (where applicable) -  Turn off feature access if not needed •  Organize datasets into multiple services -  No more than 20 to a service -  A unique title for each dataset •  Must be publicly accessible
  • 22. ArcGIS Online preparation How to best configure your organization and data in Online
  • 23. Let’s talk organization structures •  ArcGIS Online user roles -  Open Data administrator
  • 25. Let’s talk organization structures •  ArcGIS Online user roles -  Open Data administrator •  Staging groups – good for orgs with multiple contributors •  Thematic groups – comes in handy when adding data
  • 27. Let’s talk organization structures •  ArcGIS Online user roles -  Open Data administrator •  Staging groups – good for orgs with multiple contributors •  Thematic groups – comes in handy when adding and organizing data on your site •  Include good group names, icons, descriptions
  • 29. Registering data and editing metadata •  Register individual layers over full services •  Gives greater and easier control of metadata •  Title, description, access and use constraints (license), tags •  License: Creative Commons is ideal! •  Add structured metadata on ArcGIS Online -  Accessible from dataset page and included in shapefile downloads
  • 31. Site customization Some tips for site design and user guidance
  • 32. Basic customization •  Header CSS – a little goes a long way! -  Overwrite the predefined classes that you want to change -  Use developer tools in your browser to identify classes -  Can still use wizard for the body of your site
  • 36. Basic customization •  Header CSS – a little goes a long way! -  Overwrite the predefined classes that you want to change -  Use developer tools in your browser to identify classes -  Can still use wizard for the body of your site •  Place categories on your homepage
  • 42. Basic customization •  Header CSS – a little goes a long way! -  Overwrite the predefined classes that you want to change -  Use developer tools in your browser to identify classes -  Can still use wizard for the body of your site •  Place categories on your homepage •  Open source icon libraries -  Icons8 -  Noun Project -  Bootstrap Glyphicons
  • 44. Basic customization •  Header CSS – a little goes a long way! -  Overwrite the predefined classes that you want to change -  Use developer tools in your browser to identify classes -  Can still use wizard for the body of your site •  Place categories on your homepage •  Open source icon libraries -  Icons8 -  Noun Project -  Bootstrap Glyphicons •  Add contact information or feedback mechanisms to homepage
  • 47. •  Data preparation -  Attribute aliases -  Hide unnecessary fields •  Service configuration -  Max record count -  Enabling WMS, WFS, WCS -  Maximum 20 datasets per service •  ArcGIS Online organization -  User roles -  Staging groups •  Registering data -  Individual layers -  Effective metadata •  Site design -  Header CSS -  Groups -  Feedback mechanisms What did we learn?
  • 48. Other Open Data Sessions bit.ly/OpenDataUC •  Design and Style Your Sites •  Tuesday 11:30 am in Demo Theater 11 - Developer •  Engaging your Community with Open Data •  Tuesday 2:30 pm in Demo Theater 8 – Online GIS •  How to Federate ArcGIS Open Data Catalogs •  Tuesday 4:30 pm in Demo Theater 8 – Online GIS •  Bridging Communities and Data with ArcGIS Open Data •  Thursday 3:15 pm (TW) in Room 31 C •  Open Data Special Interest Group •  Tuesday 5:30 pm in Room 31 C
  • 49. ArcGIS Open Data Technical Session - Esri UC 2015 49 Want to learn more? •  Documentation - ArcGIS Open Data docs - ArcGIS Online docs •  Related Esri Training and Tutorials - ArcGIS Open Data Live Training Seminar (Oct 2014) •  bit.ly/OpenDataLTS •  Additional Resources - ArcGIS Open Data on the ArcGIS Blog - ArcGIS Open Data on GeoNet
  • 50. Session survey •  Please fill out the session survey in your mobile app •  Search Open Data in the mobile app •  Select Best Practices •  Click “Demo Theatre Survey” •  Answer a few short questions and enter any comments