7.04 CLUP Basemap Template Tutorial

Mon, 11/19/2007 - 14:56


The objective of this tutorial is to get familiar with the GIS software. The tutorial only covers some parts that are being done In a real analysis. The results that are being displayed in the tutorial can’t be compared with the results a real analysis would generate.


In this exercise we will use a template to make a base map. The main purpose for the exercise is to get familiar with the tools to modify a template and populate it with data and proper accessories.
You can easily create your own template to use for your maps. It is also possible to edit an already existing template to your preferences. In this exercise, however, we will use the template prepared in the Cookbook. This template is set up for a landscape A3 print out map

By the term CLUP Basemap we understand a map for background use. When using GIS, the base map features are put under other layers that are important for a specific analysis. We use the base map (features) to make it easy for the map user to locate sites and zones according to streets, rivers, districts, etc.

1 Getting started
1.1 Open ArcMap. A popup window with three options will appear (see image below). The options are:
A new empty map
A template
An existing map

1.2 Choose A template. Then click OK.
1.3 Browse and select Basemap_Template(A3).mxt, then click Add, see image below. The file is found in the folder \CLUP_EXERCISE_DATA\00_BI)\ .

1.4 The template will now appear in your workspace. Check what will happen by changing from Layout View to Data View. You can do this either by selecting View > Data View from the menu bar or by using the Data View or Layout View buttons, found at the bottom. During this tutorial you will be working in the Layout View when not otherwise noted. Change back to the Layout View.
2 Adding Data
2.1 Click on the add data button and browse for and select the following base map features:
barangay_bndry (barangay boundaries)
municipal_bndry (municipal boundaries)

These shapefiles are found in this folder: CLUP_EXERCISE_DATA\00_BI)\. Click on Add. Now the map will appear as in the image below:

3 Saving a Map Document
3.1 In the menu bar, select File > Save As… Browse to CLUP_EXERCISE_DATA/ . Name the file basemap_v1 and make sure that the file type is ArcMap Documents. Click on Save. Don’t forget to save your progress now and then throughout the exercise.
4 Applying Symbology and Changing Names to Layers
It’s a very good idea that already in this step assign proper symbology to the layers that will constitute the base map. In our case, we won’t use any land cover features (e.g. land use). Due to this, there’s a risk that the map becomes too black-and-white and dull. By assigning a light color to the municipal_bndry, the areas belonging to the municipality will clearly be visible and separated from those belonging to adjacent municipalities.

It’s also a good idea to rename the default layer names (that correspond to the actual file names) to more comprehensible names.

4.1 In the table of Content, right-click on the municipal_bndry layer then select Properties. The Layer Properties window appears.
4.2 Go to the General tab. Rename municipal_bndry to ‘Municipal Boundary’. Click Apply.
4.3 Now go to the Symbology tab. Click on ---- and the Symbol Selector window appears.
4.4 Refer to the image below. In the Symbol Selector window, click on the small arrow next to Fill Color. A list box containing some colors appears (to the right in the image below). Select No Color (found at the top in the list box).

4.5 Now, still in the Symbol Selector window, click Properties. The Symbol Property Editor window appears.
4.6 Set the Outline width to 1.00. Now click Outline.
4.7 Select the Boundary, City symbol in the left of the window. (If you don’t find it, click More Symbols and select the ESRI library). Choose a dark-grey color. Click OK, then OK again.
4.8 Now, open the Layer Properties window for the Roads layer. Go to the Symbology tab.
4.9 Refer to the image below. In the Layer Properties window, click on Categories to the left and select Unique values . Select RD_CL From the Value Field list menu. Click Add All Values .

4.10 You can still refer to the image (now above). Uncheck the box in the symbol column for . Place the cursor in the Label column and delete RD_CL and rename municipal to ‘Municipal road’ and provincia to ‘Provincial road’. Click Apply. Note the changes on road symbology in the table of content.
4.11 Still in the Symbology tab of the Layer Properties window, double-click on the colored line (the actual symbol) in the symbol column in the municipal row. The Symbol Selector window opens. Select the Major Road symbol. Click OK.
4.12 Repeat step 4.11 on provincial road and select the Highway symbol.
4.13 Place the provincial road on top of the municipal road by using the arrows at the right in the Layer Properties window. Click OK.
4.14 The last thing is to assign to the symbology Barangay Layer. To do this, open the Layer Properties window for the Barangays_bndry layer. (First go to the General tab to rename the layer to ‘Barangays’.) Then go to the Symbology tab.
4.15 Follow same procedure in steps 4.4 to 4.6 but this time choose Boundary, Military Installation when selecting the outline symbol for the Barangay Boundary in step 4.6.
4.16Click Apply and OK. As you can see the Municipal boundary is not seen very well. In the list of content, arrange the layers in the following order by dragging and dropping the layers: Municipal boundary, Roads, Rivers, Lake and Barangays.
5 Setting Data Frame Properties
Keep in mind that a printed map must have a logical and even scale (e.g. 1:10,000; 1:25,000; 1:50,000; 1:100,000), that is a scale that makes sense and is easy to use for calculation of real-world distances. When using any template you should find such a scale that will make the map features fill the data frame as much as possible.

In our A3 template, the whole municipality will fit in a scale of 1:50,000. We don’t want to show the whole lake in the map.

5.1 Set the map scale to 1:50,000 by using the map scale selector tool, found in the toolbar.
5.2 Right-click on the Data Frame in the table of content (a top of all layers) and select Properties. The Data Frame Properties window will appear. This window contains several tags. Go to the Data Frame tab, see image below.

5.3 Select Fixed scale and verify that this is 1:50,000. Click Apply then OK. Note that the map scale selector tool and the “normal” zooming tools in the toolbar now have been disabled. Instead, you will be served by the Layout toolbar zooming tools, see image below. (If the Layout toolbar hasn’t appeared on your workspace, get it by clicking View > Toolbars > Layout. You can drag and drop it to a suitable place in the workspace.)
5.4 Use the Pan tool in the normal toolbar () to move the map to its best position in the data frame.
The Layout Pan tool () will move the whole template. The map should now look something like this:

6 Adding and Changing Text
6.1 Use the Select Elements tool (). Click on the text string that reads ‘MUNICIPALITY OF’. It should now appear in a box. This means that the text is selected. Either double-click or right-click and choose Properties. The Properties window will appear, see image below.

6.2 Make sure that you are in the Text tab. Type ‘MUNICIPALITY OF LERUAL’, then click Apply.
As you can see in the Properties Window, there are two tabs, Text and Size and Position. There are here a lot of text properties that can be adjusted to your personal preferences. Feel free to do that. Only a reminder! One advantage with using a template is that different maps get a similar layout. If you change a lot of properties, you better also save a new template file so that your other maps can have the same appearance.

6.3 Repeat step 6 and 7 to change the appropriate text into ‘PROVINCE OF CANTANGAS’ and ‘Region IV C'.
6.4 Go to the menu bar. Select Insert > Text. A text box appears in the data frame. Type ‘BASE MAP’, then drag it with the mouse and place it below the text stating “Legend” (we will remove this later). Make it bigger by opening the Properties window for this text. Click Change Symbol… in the Text tab and choose text size 24. Click OK then OK again. The result should be something like below:

7 Inserting map elements
In the Insert menu you have some options to insert different map elements. (See image below.) In this exercise we will insert a scale bar, a north arrow and a legend. All elements are easy to drag and drop wherever you want to place them in the map. It is also possible to resize and reform them by selecting a corner of an element and dragging it. Also, you can use the Properties window for each element to change it according to your preferences.

8 Inserting Scale Bar
8.1 Select Insert > Scale Bar. The Scale Bar Selector window appears. See image below.

8.2 Choose one of the scale bar types (for example scale line 1).
8.3 Click on Properties. The Scale Line Properties window opens. Here you can choose and try to find what properties could be assigned for a nice-looking scale bar.

You will get a nice scale bar in the right information column of the template by using the settings below.

8.4 Go to the Scale and Unit tab. Select the following settings (also refer to the image below):
Number of divisions: 3
Number of subdivisions: 2
When resizing: Adjust division value.
Division Units: Kilometers
Label Position: below bar

When you’re done with this click Apply.

8.5 Go to the Numbers and Marks tab. Select the following settings in both the Numbers and the Marks section in the window (also refer to image below):

Frequency: divisions and first subdivisions.
Position: Above bar

When you’re done with this click Apply followed by OK and OK once more.

8.6 Drag the scale bar to a position similar to the one in the image below. Resize it so that you will have the marks on 0.5, 1, 2 and 3 kilometers. You can go back and change settings by right-clicking on the scale bar and selecting Properties.

9 Inserting North Arrow
9.1 From the menu bar, select Insert > North Arrow… The North Arrow Selector window opens. Select one type and feel free to change some properties. Click OK.
9.2 Drag the north arrow and place it in a similar position as shown in the image below. You can also resize it to your preferences.

10 Inserting Legend
You have probably already observed that a legend (together with scale text) has automatically been rendered by our template. This legend can be edited by clicking on the respective text box and dragging and dropping. You will in this step also try the alternative way to create a legend from scratch using the legend wizard. At the end of step 10 you can decide which legend you want to keep and thus delete the other one.

10.1 Now you will insert a legend. First make sure that the layers are named in a comprehensible way. (You should already have done this in step 4 above)
10.2 Select Insert > Legend… The Legend wizard appears (see image below).

10.3As default all the Map Layers (left) are automatically added to the Legend Items (right). Since we have decided to show each barangay with a separate color, we need to remove Barangays from Legend Items. Select Barangays and click on <. Sort the legend items in the following order by using the arrows (up/down) at the right:
Municipal boundary, Roads, Rivers, Lake. Click Next.
10.4 In this step of the wizard you can change some text properties. Size 16 and font Arial will work fine. Click Next.
10.5 In this step of the wizard you can edit the legend frame properties. No legend frame is however necessary. Click Next.
10.6 In this step of the wizard you can edit the legend items properties. The Patch fields refer to the size of the symbol (point, line or polygon). Click Next.
10.7 In this last step of the wizard you can edit spacing in the legend. You can choose to change the settings or use the default settings. Click Finish.
10.8 The legend is added to the map. Drag it and place it at a suitable place at the right (compare to image below). If you’re not satisfied with the appearance of the legend, you can easily edit each legend item by clicking on it. You can also delete the legend and run the wizard again from the beginning.

11 Adding and Editing Barangay Names in the Map
11.1 In the table of contents, right-click on the Barangays layer and choose Label Features. If you have the “correct” settings, the barangay names are added to the map and placed on their default positions. If not, don’t hesitate. We’ll take care of this very soon.
11.2 Open the Properties window for the layer Barangays layer. (Right-click on the layer in the table of content and choose Properties.) Select the Labels tab, see image below.

11.3 Make sure that the Label features in this layer box is selected. From the drop-down menu to the Label Field, select NAME (which is the column that contains barangay names). You might also want to change the text size to 11. Click Apply, then OK.
11.4 ArcMap places the labels automatically. You might have to improve the positions of the labels if they are overlapping each other or important features in the map. (As for example the Poblacion1-5 barangays). To be able to place labels manually, switch to the Data View (View > Data View)(refer to step 1.4 above if you forgot how). Right-click anywhere in the map and select Convert labels to annotations. A window with the same name appears, see image below.

11.5 Set the following In the Convert labels to annotations window (also see image above).
Select In the map.
Select All features.
Make sure that you have the Barangay boundaries layer. (If not, you need to exit the window and make sure that only this layer is set to label features.)
Select Convert unplaced labels to unplaced annotations. Click Convert.
11.6 You might have to perform the drag and drop procedures in the Data view. Use the Select Elements tool ()
Adjust the annotations (the Barangay names) that need a better position by selecting, dragging and dropping them. You can also edit the font and size (and divide a name into two rows) separately by double-clicking on each annotation for the Properties window. Switch to the Layout view () now and then to verify how it turns out.
12 Inserting an Index Map
12.1 Go the menu bar. Select Insert > Data Frame. A new data frame will appear on the map.
12.2 Drag the new data frame to the index map box in the template. Resize it so that it fits in the box.
12.3 In the table of content, rename this new data frame to ‘Index Map’. (You could also remain the existing data frame to ‘Base Map Lerual’.) To do this, right-click on the data frame, choose Properties and the General tab and type the new name.
12.4 Click on to add the following layers to the Index Map data frame:
They are all found in this folder: CLUP_EXERCISE_DATA\00_BI)\.
12.5 Assign suitable color by opening the Symbology Selector window. (Refer to step 3.1-6 if you forgot how). The Lake layer ought to be assigned a lake-blue color. Assign a light grey color to the Municipal_polygon layer. This is done to highlight Lerual municipality in the index map for the sake of easier orientation for the map user.
13 Adding a Grid to the Map
13.1 Open the Data Frame Properties window for the Base Map Lerual data frame. (Refer to step 5.2 if you don’t remember how to do this.) Go to the Grids tab. Click New Grid… The Grids and Graticules wizard opens.

13.2 Select Graticule: divides map by meridians and parallels. Click Next.
13.3 This is the Create a graticule step: Select Tick marks and labels. Enter the intervals 0°2’0” for both latitude and longitude. Click Next.

13.4 No changes are necessary in Axes and Labels step. Click Next.
13.5 Create a graticule. Select Place a simple border at edge of graticule and Store as fixed grid that updates with changes to the data frame. Click Finish.
13.6 Back in the Data frame Properties window, click Apply, then OK.
14 Finalizing the Map Design and Composition
14.1 The last step will be to arrange all the elements so that you are satisfied with the result. (For example, enlarge the scale text, delete or changed default text in the text boxes at bottom-right of the template. At the end your design and styling of the map it could look like this:

  If you have a map similar to the one above you have completed the exercise. Congratulations!

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