Lesson 9: Beyond the Map

Lesson 9: Beyond the Map mxw142

The links below provide an outline of the material for this lesson. Be sure to carefully read through the entire lesson before returning to Canvas to submit your assignments.

Note: You can print the entire lesson by clicking on the "Print" link above.

Overview

Overview mrs110

Welcome to Lesson 9! Last week, we discussed some of the new technologies that have been influential on current trends in cartography, including interactive and animated maps and 3D visualization. While interactive and dynamic maps present a myriad of opportunities for creating new and exciting designs, they also introduce many new challenges. Studies of interactive maps draw from research not only in cartography and psychology but in other cognate fields such as human-computer interaction (HCI), human factors, and usability engineering. We will discuss various approaches for studying dynamic maps in this lesson.

Dynamic maps change based on interactions (either active or passive) by the map reader. In such cases, we begin to consider the map reader as, instead, a map user. Additionally, as these maps typically appear alongside other media (e.g., supplemental charts, article text, videos), we also consider these map-adjacent elements and how they influence the user experience. In Lab 9, we put this knowledge to use and design an interactive data visualization story with the data storytelling platform StoryMaps.

Lesson 9 is a two-week effort. For this lesson, you will choose a spatially related map topic. This topic can be any spatially-related idea and can be focused on anywhere in the world. Once the topic is selected, you will need to acquire appropriate datasets. You will be asked to create three (3) interactive maps. The maps should reflect datasets that support and explain the spatial distribution of the topic of your choosing. The map designs should be cast along a common theme and be supportive of the overall topic. Here is a breakdown of what you should aim to accomplish during the two weeks.

In the first week, you should...

  • Choose a topic of interest for Lab 9
  • Collect appropriate data in support of your topic of interest
  • Download, clean, and format your data in a spreadsheet
  • Design three (3) separate maps using your chosen data using ArcGIS Online
  • Select appropriate symbolization methods, color schemes, data classifications, titles, map marginalia, etc., for all maps
  • Apply a consistent design theme to all maps for a consistent and coherent appearance

In the second week, you should

  • Develop a StoryMaps narrative that "tells" your story in a cohesive presentation
  • Integrate your three (3) maps into the StoryMaps as supporting evidence for that story
  • Apply a consistent overall design and theme to the StoryMaps environment that complements and is complemented by the three (3) maps
  • Include descriptive text throughout your StoryMaps that explains what each map shows and how that information adds to the overall narrative

Learning Outcomes

By the end of this lesson, you should be able to:

  • discuss how the advent of the interactive map has added additional dimensions to the study of map design;
  • compare different methods of map evaluation, including experimental and design studies;
  • generate insights using (geo)visual analytic tools by exploring maps with linked, coordinated views;
  • write supporting text that facilitates effective communication of a map or other visualization’s data and ideas;
  • create an engaging interactive data visualization story, integrating design knowledge obtained throughout the course.

Lesson Roadmap

ActionAssignmentDirections
To Read

In addition to reading all of the required materials here on the course website, before you begin working through this lesson, please read the following required readings:

  • Geovisualization chapter from the UCGIS BoK

You should explore in-depth the links included in this week's lesson content, in particular, please explore the three links to graphic compilations (NYT; Washington Post; Nat Geo) and the Tableau Stories about AirBnb in Portland in the Data Journalism section.

Additional (recommended) readings are clearly noted throughout the lesson and can be pursued as your time and interest allow.

The required reading material is available in the Lesson 9 module. 
To Do
  • Week one:

    • Complete Quiz 9.

     

    • Complete Critique #5
    • Work on but do not submit the design of the three (3) maps in ArcGIS Online (ungraded).
    • Contribute to class discussion.
  • Week two:
    • Complete Lab 9 (submit the final StoryMaps version).
    • Complete Reflective Practice #2
    • Contribute to class discussion.

 

  • Week one:
    • Submit Lesson 9 Quiz.
    • Submit Critique #5.
    • Work on but do not submit the design of the three (3) maps in ArcGIS Online (ungraded).
    • Contribute to class discussion.
  • Week two:
    • Submit Lab 9 (submit the final StoryMaps version).
    • Submit Reflective Practice 2.
    • See Discussion Participation for ideas and contribute accordingly.

Questions?

If you have questions, please feel free to post them to the Lesson 7 Discussion Forum. While you are there, feel free to post your own responses if you, too, are able to help a classmate.

From Reader to User

From Reader to User mrs110

We often consider how our map readers might interpret or respond to a map we make. Predicting these behaviors and designing our maps to account for them is a complex problem that we have discussed throughout this course. When making maps, we often must choose a suitable projection, symbolize data appropriately, visualize additional elements such as terrain, and so on. We also account for contextual factors: for example, we might expect our map readers to be stressed or working within time constraints. We may also need to design for media-based constraints such as black-and-white newspaper printing, or for challenging viewing scenarios, such as small sizes (e.g., in an academic journal article) or far distances (e.g., in a slideshow presentation).

You might recall the maps in Figure 9.1.1 from Lesson 1 - each was designed with a different type of map reader in mind. 

two maps with varying content suited to different audiences
Figure 9.1.1 (1.4.1): Two similar maps of city water utilities appropriate for different audiences. The map on the left includes additional symbols that are useful only to experts. The map on the right would be more suitable for a busy audience or non-experts.

Figure 9.1.1 shows how minor alterations to a static map (here, technically sections of a larger map) can make it more suitable for a given map audience or purpose. Last lesson, we discussed interactive maps— maps that change based on some form of user input. This realm of mapping has turned our focus from the map reader to the map user (Roth et al. 2017). We now must consider not just how our map’s audience will interpret the map we design in a single state, but how they will interpret it as they use it, which is to say, as they alter it. An interactive map must work not only in one state, but ideally in every state that might be reasonably encountered by the map user. This is no small task.

Even basic interactions such as panning around a slippy map can introduce challenges. Figure 9.1.2, for example, shows two locations on an OpenStreetMap basemap, both at a 1:5,000 scale.

Two maps (rural Indiana and New York City) at the same scale, see surrounding text
Figure 9.1.2: Rural Indiana (top), and New York City (bottom).
Credit: OpenStreetMap © OpenStreetMap contributors. The data is available under the Open Database License (CC BY-SA). Screenshot from ArcGIS Pro.

These maps are shown at the same scale but appear vastly different—and this makes sense, given that they are very different places. What this example highlights, however, is the variety between locations that pan-able maps must often be designed to cover. Web maps typically cannot be designed separately for each individual area on Earth (imagine the time that would take!), so cartographers use generalization algorithms and design rules to ensure that their maps will work at locations, rural and urban, near and far, and at scales both small and large.

Panning (i.e., moving the map to another location) is among the most basic functions performed with interactive maps. Additional functions such as filtering and route-planning introduce further complexities to interactive map design. For insight on how to best support such tasks, cartographers have turned to the study of usability.

Usability is defined by the International Organization for Standardization (ISO 9241-11:2018) as “the extent to which a system, product or service can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use.” Designers of websites, mobile apps, and many other technologies consider system usability when building their products. Though it is a subject with a rich history and many facets, Jakob Nielsen’s (1994) usability heuristics provide an excellent foundation for assessing the usability of a system (such as an interactive map).

Figure 9.1.3 demonstrates two of Nielsen's usability heuristics: error prevention and consistency and standards.

screen shots of warning messages, see text above
Figure 9.1.3: Warning messages from Sublime Text (top), and Microsoft Word (bottom).
Credit: Cary Anderson, Penn State University, is licensed under CC BY-NC-SA 4.0, screenshots from Sublime Text and Microsoft Word.

Student Reflection

View Nielsen’s usability heuristics online. Open ArcGIS Pro, and search for examples of these heuristics in the interface. You might also try this out with another favorite (or least favorite) software program. Which heuristics are implemented? Which are forgotten?

As suggested by the ISO (2018) definition, an important component of usability, and one that ought to be considered when implementing the usability heuristics, is the idea of context of use. For example, a routing app might be designed specifically so that the interface can be safely manipulated (or not) while the user’s vehicle is in motion.

Despite the importance of context in designing usable systems, a significant amount of scientific research related to usability has focused on developing more generalizable findings, such as whether users can identify changes in animated maps (Fish, Goldsberry, and Battersby 2011). When we consider how to assess maps in terms of their usefulness, it is helpful to distinguish between these two primary approaches: traditional, experimental research intended to elucidate generalizable insights, and design studies that focus on context-specific design. Roth and Harrower (2008) describe these sorts of studies as a continuum from controlled experimentation to usability testing. Despite the helpfulness of conceptualizing cartographic evaluation methods as existing along a continuum, we discuss these methods as falling more generally into one of two categories: (1) experimental studies, and (2) design studies, for simplicity and brevity.

Recommended Reading

Roth, Robert E., and Mark Harrower. 2008. “Addressing Map Interface Usability: Learning from the Lakeshore Nature Preserve Interactive Map.” Cartographic Perspectives, no. 60: 46–66. doi:10.14714/ CP60.231. 

Roth, Robert E, Arzu Coltekin, Luciene Delazari, Homero Fonseca Filho, Amy Griffin, Andreas Hall, Jari Korpi, et al. 2017. “User Studies in Cartography: Opportunities for Empirical Research on Interactive Maps and Visualizations.” International Journal of Cartography. doi:10.1080/23729333.2017.1288534. 

Experimental Studies

Experimental Studies mrs110

As noted in the previous section, experimental studies seek to identify generalizable findings. These studies draw heavily from work in psychology, a discipline with a rich history of closely-controlled experimental research. Research conducted by Fish, Goldsberry, and Battersby (2011) on change blindness is a helpful example of experimental research in cartography.

Student Reflection

Consider the maps in Figure 9.2.1 below – after viewing these animated frames, do you think you would remember which states changed from the first (left) to the second (right) frame?

2 frames from an animated CDC map shown side by side
Figure 9.2.1: An example of an animated map to demonstrate the difference between animation frames.
Credit: blogs.cdc.gov

Fish, Goldsberry, and Battersby (2011) found that not only did their participants often incorrectly identify which locations had changed from the previous animation frame, but they were consistently overconfident in their reports. A suggestion made by the authors to mitigate this effect was to incorporate tweening, or gradual graphic transitioning between animation frames, into animated map designs. This suggestion is applicable to a wide variety of animated mapping contexts.

Similar studies have been conducted on other aspects of map design. Limpisathian (2017), for example, studied the influence of visual line and color contrast on map reader perceptions of feature hierarchy and aesthetic quality. Unlike Fish et al., who conducted their research with participants in a lab, Limpisathian recruited and tested participants using the crowd-sourcing platform Amazon Mechanical Turk (MTurk). Such platforms have become increasingly popular in recent years as—despite their shortcomings— they enable researchers to run large studies with more diverse sets of participants and at lower costs.

Experimental studies often use web surveys, which can measure task (e.g., map data retrieval) accuracy and speed. Some surveys take advantage of new technologies such as eye-tracking, which measures fixations of the human eye. Griffin and Robinson (2015), for example, used eye-tracking to measure the efficiency of color and leader-line approaches when highlighting geovisualizations. Eye-tracking is a popular method for understanding user response to design, and is regularly used by web design practitioners and in marketing research. Figure 9.2.2 shows an example record of eye-tracking from a study performed on the Healthcare.gov website. Similar studies have been conducted with maps and other spatial tools.

record of eye-tracking illustrated on a webpage, see caption
Figure 9.2.2: An example of output generated from an eye-tracking study: numbers show the order of fixations by the participant’s eye.

Recommended Reading

Fish, Carolyn, Kirk P. Goldsberry, and Sarah Battersby. 2011. “Change Blindness in Animated Choropleth Maps: An Empirical Study.” Cartography and Geographic Information Science 38 (4): 350–362. doi: 10.1559/15230406384350.

Design Studies

Design Studies mrs110

While experimental studies focus on producing generalizable findings (e.g., “people suffer from change blindness when viewing animated maps”), design studies focus on more specific use contexts. The goal of these studies is generally to improve a specific map or mapping product. Testing often begins early in the design stage, with preliminary design sketches and/or paper prototypes (Figure 9.3.1). Paper prototypes are generally preferred to more formalized mock-ups early in the design process, as they cost little to create, leaving designers more willing to change their designs in accordance with suggestions by testers. Research has also found that testers of "sketchy" designs and paper prototypes are more likely to elicit big picture design suggestions than more formalized prototypes (Dykes and Lloyd 2011). This is because test users are more able to focus on the overall functions of a tool when they view it as unfinished—they are not distracted by small design details (Dykes and Lloyd 2011).

paper prototypes for a mobile website
Figure 9.3.1: Examples of a participant using a paper software prototype.

As design studies focus on a specific use context, it is important to test with target users (i.e., the intended users of the product) whenever possible. A map designed to be used by utility maintenance workers, police officers, for example, will likely require input from these users to be made sufficiently useful in that context. A popular mantra in usability research is this: you are not your users. When designing a map intended for use by the general public (e.g., Figure 9.3.2), it might be enough to test your design with a group of college undergrads for course credit, or through a crowdsourcing platform such as Amazon Mechanical Turk. For more specialized contexts, recruiting those target users is necessary.

interactive map designed for general public
Figure 9.3.2: An example of an interactive crime map designed for use by the community/general public.
Credit: NASA FIRMS

Roth, Ross, and MacEachren (2015) emphasize the importance of involving target users throughout the map design process. In their work designing an interactive mapping tool to support the needs of the Harrisburg, PA Bureau of Police, they suggest an iterative approach to system design. They outline three U’s of interactive map design: user (i.e., considerations of target users and use-case scenarios), utility (i.e., whether the map performs the tasks that its users require), and usability (i.e., whether the tool’s functions align with usability design principles/heuristics).

Recommended Reading

Lloyd, David, and Jason Dykes. “Human-Centered Approaches in Geovisualization Design: Investigating Multiple Methods Through a Long-Term Case Study.”

Roth, Robert, Kevin Ross, and Alan MacEachren. 2015. “User-Centered Design for Interactive Maps: A Case Study in Crime Analysis.” ISPRS International Journal of Geo-Information 4 (1): 262–301. doi: 10.3390/ijgi4010262.

Geovisualization and GeoVisual Analytics

Geovisualization and GeoVisual Analytics mrs110

When we talk about interactivity in maps, we must consider not just user interactivity within maps, but interactivity among maps, as well as with other tools and visual graphics. Interactive mapping has played an important role in the field of visual analytics, defined as “the science of analytical reasoning facilitated by interactive visual interfaces” (Thomas and Cook 2005).

Recall the Cartography Cube from Lesson 1 (review this concept in the Communicating with Maps section). Most of the maps we have designed thus far would be considered to be in the communication (public, static, and intended to present known information) corner of the cube. Visual analytic tools typically belong in the opposite corner—these tools are characterized by high human-map interaction and are often designed with private data or data that is otherwise meant for domain experts. They also focus on revealing unknowns (i.e., generating insights), rather than communicating known trends.

labeled cartography cube, see text above
Figure 9.4.1: The Cartography Cube.
Credit: (MacEachren and Taylor, 1994)

One domain in which visual analytics has been particularly popular is in public health and epidemiology. An example tool is shown below (Figure 9.4.2). The Pennsylvania Cancer Atlas is an interactive tool designed at the GeoVISTA Center at Penn State, with assistance from the Centers for Disease Control (CDC) (Bhowmick et al. 2008). The atlas includes a choropleth county-level map of Pennsylvania, coordinated charts and tables, and filtering and selection options to compare data across the views. In the view shown below, for example, Bedford County has been selected on the map by the user, and the scatterplot and table have been highlighted to focus on that county as well. This connecting of multiple visual depictions of data is called coordinated views.

screenshot of Pennsylvania Cancer Atlas, see text above image
Figure 9.4.2: The Pennsylvania Cancer Atlas, developed at the GeoVISTA Center at Penn State.
Credit: (Bhowmick et al. 2008), available at ResearchGate. (CC BY 2.0)

A more recent example is FluView, a visual analytic dashboard designed by the CDC for analyzing data related to the incidence of the flu in the United States. FluView is shown in Figure 9.4.3 below—you can try it out by selecting the link here: FluView.

Screenshot of FluView, see text above
Figure 9.4.3: FluView, developed by the CDC.
Credit: CDC.gov

A demo of a more complex geovisualization built around visual storytelling, Detecting Disease Spread from Microblogs, is shown in the video in Figure 9.4.4. below:

Figure 9.4.4: Flu visualization, giCentre VAST Contest 2011 - Mini Challenge 1.

Selecting ‘lil’ microblogs (0:02)
The first stage of our analysis involved identifying the key words and phrases that we thought were associated with the epidemic. This allowed us to select only those blog entries that we thought were relevant for the analysis of the disease.

Where, when, what (0:13)
Our main application comprised three views of the blog posts, firstly one showing where they occurred, secondly one showing when they occurred, including the associated weather over this timeline, and thirdly, the posts themselves. The distribution of posts shown on the map indicates a concentration around the hospitals. This led us to believe that at least some of these posts were second or third entries from people who’d already fallen ill elsewhere. We could confirm this by examining the history of the people who tweeted on the map. Here we see all posts by the same poster, indicating that they’d tweeted several times about the same illness. This led us to filter our data so that only the first entry from each poster was shown on the graph, here shown by red bars, and on the map, we see that there are no longer any concentrations around the main hospitals, indicating that people first posted when they became ill, away from the hospitals.

Ground zero (1:21)
The timeline shows very clearly when the epidemic first starts, around the 18th of May. We can do a temporal selection on the data to find out how the disease begins to spread from that point. The timeline shows data grouped into bins of 6 hours. To identify ground zero, we can change the resolution of the bins to a much finer-grained analysis. By performing a temporal selection at this new resolution, we begin to see what happens at the start of the outbreak. Looking at the map view as we move through time, we begin to see the first outbreaks of the disease in the downtown area. This led us to believe that there were three areas in the downtown region where the disease first emerged: The Vastopolos Dome, next to the Vastopolos Hospital, and around the Convention Center. We also see some spread towards the riverside of the Dome.

Spread and containment (2:18)
To be sure that we were viewing the real spread of the disease, rather than the propensity to microblog, we created a chi-expectations surface of the region, where dark green areas show a greater than expected density of ill posts, and purple areas show a less than expected density. In addition to the Dome, the Hospital, and the Convention Center, this also reveals that Eastside has a greater than expected density of incidences. The third region to show the spread of the disease is toward the west of the region, on the banks of the river. This is in contrast to the southern areas of downtown and uptown area, which seem relatively unaffected by the disease. Finally, we summarize the distribution of points using a standard ellipse. This allows us to examine how the disease spreads over time, by performing a temporal selection on the bar chart at the bottom, and then moving through time, we can see how that standard ellipse, which gets dark green with a high concentration of the disease, is dragged towards the southwest by instances of a completely different disease, associated with the river. By filtering posts that show sickness, diarrhea, and stomach cramps, we clearly see the river association of the disease, which started at 2 am on the 19th. To examine whether there’s any spread beyond the length of the river, we can perform a spatial selection of just those points associated with the river and examine how that changes over time. Doing so reveals that while there’s a high concentration towards the northeast of the river, this doesn’t move downstream over time. We can therefore be confident that the disease is relatively well-contained.

Though health and public safety applications are popular uses for (geo)visual analytic tools, they have been used in many domains. Figure 9.4.5 below shows the geovisualization tool MapSieve, designed for analyzing spatial patterns of student engagement in online courses taken by students all over the world.

screenshot of MapSieve, see surrounding text
Figure 9.4.5: A Screenshot of the Geovisual Analytic tool MapSieve.
Credit: Robinson, Anthony C., and Sterling D. Quinn. 2018. "A Brute Force Method for Spatially-Enhanced Multivariate Facet Analysis." Computers, Environment and Urban Systems 69 (June 2017). Elsevier: 28-38. Reproduced with permission from Dr. Anthony Robinson, Penn State University.

While the tools above focus on fairly complex data that often require domain knowledge for effective interpretation, similar visualization tools are also often used in more fun, less serious contexts that are more geared towards a general audience. Figure 9.4.6, for example, shows a Tableau (data visualization software) dashboard that visualizes Airbnb data in Portland, Oregon. We will take a closer look at dashboards like this later in this lesson.

screenshot of a Tableau dashboard, see caption
Figure 9.4.6: A Tableau dashboard visualizing Airbnb data from Portland, OR.
Credit: The City of Portland, Oregon (click the link to explore the full Tableau Story).

Similar interactive tools are often designed for mapping election results or other data of public interest. Graphics are often accompanied by a significant amount of text, both within the main view as explanatory text, or adjacent, to tell a story supported by the data. We discuss this more in the next section: Data Journalism.

Recommended Reading

Bhowmick, Tanuka, Anthony C Robinson, Adrienne Gruver, Alan M MacEachren, and Eugene J Lengerich. 2008. “Distributed Usability Evaluation of the Pennsylvania Cancer Atlas.” International Journal of Health Geographics, no. February 2015. doi:10.1186/1476-072X-7-36.

Data Journalism

Data Journalism mrs110

As demonstrated by the Portland Airbnb example, interactive maps designed for public consumption often do not stand alone. Except in the case of very simple data visualizations, these maps and graphics tend to be accompanied by additional text, both within the visualization interface and outside. Such maps are often included—in either static or interactive form—in the type of articles and other media described as data journalism.

Data journalism is a general term that refers to the increasing influence of numerical data in news reporting; data are often reported and/or visualized alongside articles and reports disseminated to the public. Though data journalism does not necessarily have to include visual depictions of data, it often does, and for good reason. Visual graphics tend to captivate readers, and charts, maps, and graphics can be much better at communicating data at a glance than data tables and spreadsheets alone. The article in Figure 9.5.1 is an example of this. The article includes a large map, as well as a set of small multiple maps, to visualize the geographic distribution of ammonia. The article text gives the reader additional information about the ammonia gas.

US maps depicting the geographic distribution of ammonia gas in the US next to informative article text
Figure 9.5.1: An example of data journalism: from NASA's Earth Observatory blog.

If you have ever inhaled hazy, acrid air on a "code purple" or "code red" air quality day, you may have wondered what triggered the public health warning. Often the culprit is fine particulate matter (PM2.5), a harmful mixture of airborne particles with diameters smaller than 2.5 micrometers, or 30 times thinner than a human hair.

Some of the most abundant PM2.5 particles—ammonium sulfate and ammonium nitrate—have ammonia (NH3) as a key ingredient. A colorless gas with a pungent smell, ammonia reacts with other common substances in the atmosphere (sulfuric acid and nitric acid) to form these two classes of particles. In some cases, ammonium sulfates and ammonium nitrates make up as much as 80 percent of the particles in PM2.5.

Ammonia has a long history on Earth. In fact, scientists think it was one of the key gases present when life emerged some four billion years ago. These days, it is a common ingredient in cleaning products, fertilizers, and refrigerants.

The gas has some natural sources; it leaks into the atmosphere when bacteria break down organic matter and when fires burn. However, most ammonia in the atmosphere got there because of human activity, most notably food production. In the United States and Europe, about 80 percent of ammonia emissions come from agriculture. Concentrated livestock operations are a particularly potent source of the gas because it seeps from animal wastes. Large farms that use ammonia-based fertilizers to grow grains or other crops are another major source of emissions.

Important Links

Journal outlets such as the NY Times, Washington Post, and National Geographic are among those creating high-quality graphics and accompanying article content. Visit the links below to see examples:

As demonstrated by the links above, media outlets frequently report on important and emotionally engaging information. Journalists take on the challenging job of reporting this information to the public. Often, pairing interactive maps and graphics with carefully curated text is the most effective way to do so.

Student Reflection

Think back to MacEachren’s Cartography Cube. Where would you place the maps/graphics included in the articles referenced in the links above?

Given recent trends, including the proliferation of interactive maps and visual analytics, cartographers have begun to focus more on maintaining a balance of text, graphics, and other elements in their work. Think back to our discussion in Lesson 2 of frame lines and neat lines for map layouts—such simple guidelines seem almost irrelevant in the context of data journalism and interactive map making. While cartographers still face traditional design constraints when creating maps for print (e.g., magazine spreads, print advertisements), they must now also work with more complex design formats such as infinite scrolling web pages and interactive dashboards.

In previous lessons, we discussed the importance of design thinking that reaches beyond the map—configuring page layouts and explanatory text in a neat, usable, aesthetically pleasing fashion. Given our current focus on the map user, note that ideally, this design thinking ought to be implemented at all stages of map interaction. For example, see Figure 9.5.2. Shown in this view is the map “on-hover,” which means that the user has hovered their cursor over the point that is highlighted. The tooltip, which appears (Figure 9.5.3), must present an amount of information that is adequate but not overwhelming for map users. It could be argued that this is not successfully accomplished here—the coordinate location is likely unnecessary information, and the addition of a short description of the property would assist the map user.

screenshot of interactive map dashboard of property listings, including a tooltip that appears on-hover
Figure 9.5.2: An interactive map dashboard shown on hover.
closer view of the tooltip that appears on-hover in the interactive map shown in Figure 9.5.2
Figure 9.5.3: A closer view of the tooltip in Figure 9.5.2.

The “visual information-seeking mantra”, first proposed by computer scientist Ben Shneiderman, is frequently referenced by information designers: “Overview first, zoom and filter, and details-on-demand” (Shneiderman 1996). We will use the Portland Airbnb Tableau dashboard to explore this mantra in practice. First, in Figure 9.5.4, the starting view of the dashboard, which shows all of the listings in Portland: overview first.

screenshot of starting view "overview first" of interactive map dashboard of property listings
Figure 9.5.4: A starting map view which shows all mapped data (“overview first”).

From the starting view, the user can zoom in and/or pan around the map, and filter the map data by selecting a category of interest. The tool state in Figure 9.5.5 shows the view after the user has zoomed into the map and selected the "private room," room type. This data could be further filtered by selecting a property type, such as "hotel-like property." This is the second stage of the mantra: zoom and filter.

screenshot of "zoom and filter" stage view of interactive map dashboard of property listings
Figure 9.5.5: The map view upon map zoom and user selection of the category private room. (“zoom and filter”).

Figure 9.5.6 shows the view in 9.5.5 upon mouse hover of this hotel-like property near the river. ID numbers for the host and listing, as well as lat/long coordinates, are given in the tooltip. This is the final element of Shneiderman's mantra: details-on-demand.

screenshot of "details on demand" stage view of interactive map dashboard of property listings
Figure 9.5.6: Additional details provided for an individual property upon user click in a tooltip (“details on demand”).

Student Reflection

Play around with this Tableau Story, Airbnb Data in Portland —in addition to helping you understand the concepts presented in this lesson, it may give you ideas as you work on Lab 9.

Small snippets of text, such as tooltips, titles, weblinks, and error messages associated with your maps, will often be designed by you, the cartographer. Such text is often called microcontent, and despite its minimal nature, it can have a large impact on user interpretation of your visualizations. The Nielsen Norman Group provides a helpful reference on how to write such content here: Microcontent: A Few Small Words Have a Mega Impact on Business. Their site is also an informative reference for many aspects of usability and user experience design.

Recommended Reading

Shneiderman, B. 1996. “The Eyes Have It: A Task by Data Type Taxonomy for Information Visualizations.” Proceedings 1996 IEEE Symposium on Visual Languages, 336–343. doi:10.1109/VL.1996.545307.

When Not to Map

When Not to Map mrs110

The visual analytic tools we have explored thus far include both maps and graphs, and these different data visualization elements have been connected via coordinated views, permitting user filtering, zooming, and more. Given the limited space available in these dashboards—particularly if they are intended for viewing on small, mobile screens—an important question surfaces: do I need a map at all?

When designing data visualizations, maps often provide an invaluable source for insight generation. However, they are not necessarily always the best choice for your data—even if the data contain spatial information.

View the dashboard below in Figure 9.6.1.

dashboard containing charts depicting Philadelphia opioid drug overdose data
Figure 9.6.1: A dashboard of drug overdose data developed by the city of Philadelphia, PA.

This dashboard does not contain a map, and though it’s possible that adding one might provide additional information or interest, its current form gets across the core message: drug overdoses are increasing in Philadelphia, and this is being driven by opioids in general, and fentanyl in particular.

Given the increasing ubiquity of GPS and other location-based technologies, data that contains a geographic component (e.g., state, county, coordinates) is fairly easy to come by. Still, this does not mean that creating a map is always the answer. Imagine, for example, if you had collected data on the rate of Alzheimer's disease by state. Were you to map this data, popular retirement states such as Florida and Arizona would likely jump out—not because there is anything inherently unhealthy about those locations, but because their populations are significantly older. To eliminate the effect of this confounding variable, you could map age-adjusted Alzheimer's rates instead. It's important to consider, however, whether this would be the most informative way to visualize your data. If you were simply hoping to educate people about Alzheimer's, a graph or chart comparing Alzheimer's rates by gender, age, race, or socioeconomic status might serve your purposes just as well.

Conversely, there are many data visualizations that, unfortunately, treat space (i.e., geography) as just another variable. For example, view the dashboard in Figure 9.6.2 below. The designer of this dashboard chose to visualize states as a list of values, rather than to create a map. Though this is not inherently incorrect, it is a missed opportunity to provide the user with an at-a-glance understanding of spatial patterns in occupational data. Sure, the user could still pick out individual data values or compare average annual earnings state-to-state. But data visualization (cartography included) is about making complex data clear; if your visualization is no more useful than its source data table, then why design it at all?

Screenshot of graph showing information on occupation and wage outlook based on state and occupation
Figure 9.6.2: An interactive graphic of state-by-state average occupational earnings that would have benefited from a map.

Critique #5

Critique #5 mrs110

Critique #5 will be your fourth critique involving a peer review of a map created by someone in this class. In this activity, you will be assigned a colleague's map from this class to critique from Lab 8: Interactive Mapping.

Your peer review assignment includes writing up a 300+ word critique of one of your colleague’s Lesson 8 Lab.

In your written critique, please describe:

  • Three (3) things about the map design that you think work well and why.
  • Three (3) suggestions you have for improvement of the map design, and why these improvements would be helpful.

According to the two prompts above, a map critique is not just about finding problems, but about reflecting on a map in an overall context. Your critique should focus on the map design that works well as much as it does on suggestions for design improvements. In your discussion, you should connect your ideas back to what we learned in the previous lessons.

Remember, your critique should be as much about reflecting upon design ideas well done as it is about suggesting improvements to the design. In your discussion, connect your ideas to concepts from previous lessons where relevant.

You may find these two resources helpful as you write your critiques:

Grading Criteria

Registered students can view a rubric for this assignment in Canvas.

Submission Instructions

You will work on Critique #5 during Lesson 9 and submit it at the end of Lesson 9.

Step 1:

When a peer review has been assigned, you will see a notification appear in your Canvas Dashboard To Do sidebar or Activity Stream. Upon notification of the Peer Review (Critique), go to Lesson 8: Lab 8 Assignment. You will see your assignment to peer review one other colleague. (Note: You will be notified that you have a peer review in the Recent Activity Stream and the To-Do list. Once peer reviews are assigned, you will also be notified via email.)

Step 2:

Download/view your colleague's completed map.

Step 3:

  1. Write up your critique using the prompts above in a Word document.
  2. Please write the student's name of the map that you have been assigned to critique at the top of the page.
  3. Be sure to review the critique rubric in which you will be graded for more guidance on the expected content and format of your review.
  4. Save your Word document as a PDF.
  5. Use the naming convention outlined here:
    YourLastName_LastNameOfColleagueCritiqued_C5.pdf

Step 4:

In order to complete the Peer Review/Critique, you must
- Add the PDF as an attachment in the comment sidebar in the assignment.
- Include a comment such as "here is my critique" in the comment area.
- PLEASE DO NOT complete the lesson rubric as your review, award points, or grade the map you are critiquing. Even though Canvas asks you to complete the rubric, PLEASE DO NOT COMPLETE THE RUBRIC OR ASSIGN POINTS/GRADE.

Step 5:

When you're finished, click the Save Comment button. Canvas may not instantly show that your PDF was uploaded. You may need to exit from the course, leave the page, refresh your browser, or some combination thereof to see that you've completed the required steps for the peer review. If in doubt, you can send a message to the instructor for them to check and confirm that your PDF was successfully uploaded.

Note: Again, you will not submit anything for a letter grade or provide comments in the lesson rubric.

Peer Review Canvas Help

Lesson 9 Lab

Lesson 9 Lab mrs110

Narrating Your Map Idea with StoryMaps

Your final lab assignment in this course is to design an interactive story about a chosen dataset using ArcGIS StoryMaps. While this lab draws heavily on concepts discussed in Lesson 9, you will be incorporating knowledge from throughout the course in your design.

Lab Objectives

  • Use data from a source of your own choosing to create a geospatial narrative in StoryMaps form. The specific topic is up to your own preference.
  • Integrate knowledge gained throughout the course to create engaging interactive maps and graphics.
  • Examples for reference here (these are much more complex than is required):

Overall Lab Requirements

  • Submit the URL link to your StoryMaps as a text comment in Canvas. There is no PDF deliverable for this lab.

Specific Requirements

StoryMaps (Overall)

  • Select a topic or idea that you wish to map (e.g., the influenza season in the U.S., changing enrollment trends in U.S. schools, trade imbalances in African countries, wildfire occurrences, etc.). Almost any "spatially-related topic" of interest will work for this assignment. You can focus anywhere in the world. However, as an fyi, datasets from the U.S. are more readily available than other locations.
  • Using data from your chosen topic, you will use ArcGIS Online to create three maps. The maps should ideally reflect different datasets related to the topic of choice. These maps should explore different symbolization methods, color choices, data classification methods, and so forth, demonstrating the different elements learned throughout the term. Ultimately, the design decisions should reflect the data that you are mapping, what you wish to communicate about the data, and the stated purpose.
  • These three maps will be integrated into a singular StoryMaps that will help tie together the maps and descriptive text in a unifying narrative.
  • Create a StoryMaps which includes:
    • At least three (3) interactive maps designed using ArcGIS Online. These maps should be embedded directly into your StoryMaps and will allow a level of user interactivity.
      • Your 3 main maps cannot be Express Maps.
      • Incorporate appropriate cartographic concepts and techniques that we have learned over the course of the semester.
    • At least two (2) StoryMaps tools/functions (e.g., Swipe/Sideshow/Sidecar/Map Tour/etc.). These could incorporate images related to your narrative or additional maps (e.g., for the “Swipe” option), but the maps will not count towards the primary 3-map requirement.
    • At least 300 words of explanatory text—including a brief introduction—that provides a useful and compelling narrative for your data.
    • Use consistent look and feel throughout the StoryMaps; employ consistent/complementary colors and fonts in your StoryMaps narrative that align with the designs of your maps.
    • You are encouraged—but not required—to include non-map supporting elements (images, videos, data visualizations, etc.) in addition to the required elements listed here.
  • Your overall layout should not use a StoryMaps template – the overall design must be of your own creativity.

Lab Instructions

  1. Choose a spatially-related topic for Lab 9. There are no restrictions on the geographic area to be mapped. Once a suitable topic is selected and appropriate data is collected, download the required data.
  2. You should reach out to the instructor if you wish to discuss your topic, data appropriateness, and the topic/data suitability for this project before getting too far into the assignment.
  3. Log in to ArcGIS Online with your PSU email (you should have an active account– if not, contact your instructor).
  4. Complete the design of the three (3) maps using ArcGIS Online
  5. These pages will walk you through the process of creating a simple map in ArcGIS Online. You should complete this map-making process in AGOL before designing a StoryMap.
    1. Get started with ArcGIS Online
    2. Build interactive maps with ArcGIS Online
  6. Design and build a "story" of your chosen topic using the StoryMaps environment, including the three (3) maps you created with AGOL.
  7. Your StoryMaps must include descriptive text presenting the overall topic idea. Additionally, there should be descriptive text that discusses each map, its pattern, and how that information adds evidence to your overall topic.
  8. For assistance in creating StoryMaps, explore the Lab 9 Visual Guide and utilize these online tutorials and training materials, such as those listed below:

Grading Criteria

Registered students can view a rubric for this assignment in Canvas.

Submission Instructions

  • Submit a URL link to your StoryMaps.

Ready to Begin?

Further instructions are available in the Lesson 9 Lab Visual Guide.

Lesson 9 Lab Visual Guide

Lesson 9 Lab Visual Guide mxw142

Lesson 9 Lab Visual Guide Index

  1. Project Data
  2. Introduction to ArcGIS Online (AGOL)
  3. Create Your Working Directory
  4. Adding Data to a Map
  5. Styling Your Map
  6. Creating a Choropleth
  7. Configuring Pop-Ups
  8. Sharing Your Map
  9. Creating a StoryMap
  10. Sharing Your StoryMap

1. Project Data

The following sections 2 - 7 illustrate the process of using ArcGIS Online to create an interactive map using a sample dataset. The dataset that is used to illustrate the process should not be selected for this assignment. You will need to collect your own data for this project.

2. Introduction to ArcGIS Online (AGOL)

To begin, open the Canada_COVID_19_022622.csv Excel file. This file has multiple fields (columns) of data for each province in Canada. It was created by selecting a group of records from a CSV file downloaded from the Public Health Agency of Canada (PHAC), and it contains data related to the number of COVID-19 cases and deaths for Canadian provinces as of February 26, 2022. Take note of the column header names. The column highlighted in the green box in Figure 9.1 is named “prname”, which stands for province name. ArcGIS Online needs to know the geography to locate your data on a map. For example, if you are mapping individual states of the United States, then you would need a column titled, for example, “states” that contains rows listing the different state names.

The most important component of this Excel sheet is the prname column– AGOL will automatically recognize and map several geographies, such as States, Countries, Zipcodes, and Coordinates (lat/long). You may choose to map another geography (e.g., counties, census tracts, block groups) for your own data, but using one of these other geographies will not be covered here.

screen capture of the Excel file used for Lab 9
Visual Guide Figure 9.1: Lab 9 Tutorial Starting Excel file.
Credit: Harrison Cole © Penn State is licensed under CC BY-NC-SA 4.0

3. Create Your Working Directory

Log in to AGOL using your PSU ID, then click Content on the navigation bar at the top of your screen. The Content environment appears. You will create an empty folder that will be used to organize all data and maps related to your StoryMaps project. To create a new folder, look in the upper left-hand corner of the Content environment. There is a Folders heading. Click on the small + folder icon to the right of the heading to create a new folder. Title this folder “GEOG486_StoryMap”.

4. Adding Data to a Map

Now that you have a place to store your data, click on the Map button on the navigation bar at the top. You should be taken to a screen that looks fairly similar to the Vector Tile Style Editor (VTSE) interface, but with only one map and different tools (shown below in Figure 9.3). This environment is called the Map Viewer (although you can use it to do a whole lot more than just view maps). Click on the + Add button on the left of your screen, then select Add layer from file and select your downloaded CSV.

Add it as a hosted feature layer (don’t worry about what this means for now), then on the next screen, make sure that all the fields are selected. After you confirm the fields that you want to include (all of them), change the Location Settings to Addresses or place names. AGOL can automatically extract location data from tables, but we need to specify which part of the world we’re concerned with or else we’ll have a map showing the cities of Yukon, Oklahoma, and Ontario, California. So, open Advanced location settings and change the Region to Canada. Under that, select Location information is in one field. Set the Address or Place field “prname” (Figure 9.2).

screen capture of the locartion settings window described in the text above
Visual Guide Figure 9.2: Adding the COVID-19 CSV to your working directory.
Credit: Harrison Cole © Penn State is licensed under CC BY-NC-SA 4.0

When you have successfully added the layer to the map, you’ll notice that your data is represented as a red dot at the center of each province (Figure 9.3).

screen capture showing a map of Canada and the U.S.A. with the COVID data successfully added
Visual Guide Figure 9.3: COVID-19 data successfully added to the AGOL map.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

5. Styling Your Map

Even though the data in our spreadsheet can potentially be represented as areas (i.e., as a choropleth map), we don’t currently have the correct data for us to map the provinces as areas. So for now, we will explore how to map the data as point symbols representing each province.

More specifically, we’ll be mapping the provinces using proportional circles. The following series of steps outlines this selection process. Along the right-hand side of the Map Viewer is a series of icons. The topmost icon is the Properties option that will allow you to alter the map properties. Click the Properties button if the panel isn’t open already. The Properties panel appears. Under the Symbology header, choose the Edit layer style option. Begin by choosing an attribute from the .csv spreadsheet to map. Under the Choose attributes header, click on the + Field button and select the “totalcases” attribute that contains the total number of COVID-19 cases by province. By now, you should understand why proportional symbolization rather than choropleth symbolization is appropriate to map total count data. To complete this step, select the Add button at the bottom (Figure 9.4).

screen capture showing the selection of totalcases
Visual Guide Figure 9.4: Choosing an attribute to visualize.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Under the Pick a style header, select the Counts and Amounts (size) option. This option proportionally associates each province’s data value with a differently sized circle. Larger circles imply greater data values.

There are other symbol options that you can explore under the Style options button– feel free to explore them, but come back to Counts and Amounts (size) eventually. Click on Style options and experiment with the various options for changing the appearance of the symbols (Figure 9.5).

screen capture showing the style options for the symbol properties
Visual Guide Figure 9.5: Changing symbol properties.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

You’ve made some good progress at this point, so you should save your work. To save your map, click on the Save and open icon found along the left-hand listing of tools in the Map Viewer. On the options that appear, choose the Save As option. Make sure to give your map an informative title. Optionally, add some tags that will help others find your map, and give a short summary of the map. Make sure that you select the save location as your 486-StoryMap folder. Then, choose the Save button.

Figure 9.6 shows the final Canada COVID-19 map showing the total number of COVID-19 cases by province ending February 26, 2022. Note that there are several design changes I have made to the map. Try to replicate these changes on your own using the options found in the Properties panel, as well as other locations. The changes are as follows:

  • Set the fill color of the proportional circles to semi-transparent red and added a contrasting outline color.
  • Added province labels to the proportional circles.
  • Added a different basemap style (the Human Geography helps to visually promote the appearance of the colored proportional circles).
screen capture of a map showing the data represented  with proportional symbols
Visual Guide Figure 9.6: Final map with styled proportional symbols.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

6. Creating a Choropleth

In the previous section, even though you worked with area-based data (data assigned to a province), the map displayed proportional circles centered over each province. A CSV does not store the geometry of the dataset’s features (i.e., lines or polygons), so if you want to show your data as a line- or area-based symbol, you need to upload an additional file that includes the geography. Here, we will be using shapefiles.

Download the “Canada_Provinces.zip.” This zipped file contains the shapefile of the Canadian provincial boundaries that you’ll be using in this example. Return to the map that you made earlier and hide the proportional symbol layer by clicking the eye icon in the Layers pane (NOTE! it is important that you keep all your layers in the same map so that you’ll save time in a much later section of this tutorial). Add the .zip file the same way that you added the CSV earlier (you’ll probably want to include your initials at the end of the file name). Once you add the layer, it might take a few minutes to process, but you should eventually see the province polygons appear on your map (Figure 9.7).

screen capture showing the map with polygons of the Canadian provinces
Visual Guide Figure 9.7: Map with province polygons added.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Now, because we need to combine the shapefile and the CSV into a single file, we will perform what is known as a join operation. This process combines files that share at least one identical value in their attribute tables. Luckily, we have exactly what we need in the datasets you’ve added to the map so far (this isn’t always the case in real-world scenarios). Open the attribute table of the COVID case dataset by clicking on the context menu (the ellipsis) in the Layers panel, then click Show table. Note the values that you see in the “prname” field. Now, open the attribute table for your newly-added polygon layer and find the “name” field (Figure 9.8). These fields in each layer share identical values, so AGOL will match each row containing “Alberta” in the CSV with the row containing “Alberta” in the shapefile. In this way, our COVID data will be matched with the correct polygon feature.

screen capture showing the attribute table for the province shapefile
Visual Guide Figure 9.8: Attribute table for the province shapefile.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

This next part has to happen precisely as described here:

  • To “join” your two data files, begin by selecting the Analysis button on the right of your screen.
  • Click on the Tools icon, then choose Join Features.
  • Figure 9.9 shows the files that are used to specify the target layer and the join layer. The target layer is a shapefile, while the join layer is the CSV that has the data value to join to the target layer.
  • Sets the join to match on attributes from each file where the target field contains the province name found in the shapefile (“name”) while the join field contains the province name found in the CSV (prname).
  • Specify the file name for the new map layer and its storage location (486_StoryMap).
screen capture showing the suggested settings for the layer join operation
Visual Guide Figure 9.9: Correct settings for layer join operation.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Once you have completed setting all the options, choose the RUN button at the bottom. To complete the join, you may have to wait a few minutes for ArcGIS Online to process all the data.

Once the join process has completed, you can choose to map one of the COVID-19 attributes. To map your COVID-19 data, look in the Styles option (icon listing along the right-hand side of the map environment). In my case, I chose to map the “ratedeaths” attribute and display that variable as a series of blues where light blue represents high COVID-19 death rates and dark blue represents low COVID-19 death rates (Figure 9.10).

screen capture showing the finished choropleth map of Canadian provinces
Visual Guide Figure 9.10: Finished choropleth map.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Now is a good time to save your work!

7. Configuring pop-ups

While we have a map that looks pretty good on its own, we should keep in mind that this is an interactive map, so users will be clicking on features. Go ahead and click on a province, and a window should appear that looks like the one in Figure 9.11.

screen capture showing an unedited pop-up window of data for Saskatchewan
Visual Guide Figure 9.11: Unedited pop-up window.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

There is a lot of information being presented here, and almost all of it is either confusing or not useful for most users. Fortunately, we can change what is displayed in these windows. For this next part, keep the pop-up window open.

Start by clicking the Pop-ups button on the right side of your screen. Double-check that you have pop-ups enabled and that you’re editing pop-ups for the correct layer (your join layer). You should see a section titled Fields list. This is one of two content fields in your pop-up window (the other one is Title, which we’ll get to in a minute). Note that it says “76/76 fields”. This means that each pop-up window is displaying all 76 attribute fields in your layer’s attribute table. This is not terribly useful, so click on the Fields list, and in the resulting section, click Select fields. Now, we don’t want to manually deselect all 76 layers, so the fastest way to do this is by clicking Select all, then Deselect all. All the fields in the open pop-up should disappear.

screen capture showing a pop-up window with no information for Saskatchewan
Visual Guide Figure 9.12: Pop-up window with no fields being displayed.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

A pop-up with no information isn’t terribly useful either, so let’s add some fields back. The name of the selected province might be helpful, so select the field “name” as well as “name_fr” so that the French spelling of the province name is included as well. Another good field to include for propriety would be “date”. Next, all “totalcases”, “ratecases_total”, “numdeaths”, and “ratedeaths”. Your pop-up should now look like Figure 9.13. When finished, click Done.

screen capture showing a pop-up window showing our chosen information for Saskatchewan
Visual Guide Figure 9.13: Pop-up window with correct fields displayed.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

The amount of information being displayed is now much more reasonable, but the formatting is not terribly appealing. “ratecases_total”, for example, would be much better displayed as “Case rate per 100,000”. We have two options to address this.

The first option is to edit the display name of the field itself. To do so, click the Fields button on the right, then locate the field whose display name you wish to change. Let’s start with “totalcases”. Click it, and edit the name in the Manage field pane that appears (Figure 9.14). Change it to “Total cases”. Then, change “ratecases_total” to “Case rate per 100,000”. While we’re at it, change Significant digits to 0 Decimal places to further simplify our pop-up (Figure 9.14). Finally, change “date” to “Date”, change the Date format to include the name of the month (e.g., February 25, 2022), and un-toggle Show time, as that information isn’t meaningful for our purposes. The advantages of changing field names via the Fields panel are that the field name will display consistently across various locations and that you can use the field table layout currently in your pop-up window.

screen capture showing a pop-up window where you set the display name of a field
Visual Guide Figure 9.14: Configuring a field’s display name.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

The second option is to use an expression. I think that the names of provinces are better represented as standalone items rather than in a table with other items, so return to the Pop-ups pane, click on Fields again, and click the x next to “name” and “name_fr”. Next, close the Fields list, and click + Add content underneath. Choose Text. In the editor that appears, type “Province name / Nom de la province:”. Then hold Shift on your keyboard and press Enter/Return. With your cursor directly underneath the first line of text, click on the { } button, and choose “name”. Then type “ / “, then “name_fr”/ (Figure 9.15). (I also did some additional text formatting– see if you can replicate it on your own.) Click OK.

screen capture showing a pop-up window where you set the display name of a field using an expression
Visual Guide Figure 9.15: Adding a name field using an expression.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Repeat this process using “name_fr” and preceding it with “Nom de la province: “. Click on the 6 dots next to the “name” Text content, and drag it to the top, so that it’s underneath Title. Drag the “name_fr” Text under “name”. Finally, click on the Title component, delete the existing text, and replace it with “COVID-19 Data by Province” (Figure 9.16).

screen capture showing a fully formatted pop-up window of data for Saskatchewan
Visual Guide Figure 9.16: Formatted pop-up.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

8. Sharing Your Map

Sharing your maps will allow you to show your work to others, but more importantly for this lab, it will allow you to embed them into your StoryMaps. To share your maps that you created, select the Share map icon along the left edge of the Map Viewer. The Share icon brings up the Share window (Figure 9.17) that allows you to specify how the map is shared. Presently, only share with this Organization (Penn State University).

screen capture showing the Sharing permissions pop-up window
Visual Guide Figure 9.17: Updating sharing permissions.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

When you click Save, you’ll probably see a window with a message that says “The shared item(s) reference other items that may not be visible…” While you changed the sharing permissions of your map, you still need to change the permissions for your data. Click Review sharing, then in the next window, click Update sharing to synchronize the sharing permissions for all of your layers. You can change their sharing status later via the Content section of the website.

You now have the basic skills to work in AGOL. Feel free to explore the additional style options, try uploading different data types, and run some additional analyses. AGOL is great for sharing data and making interactive maps, but it does have significant limitations when it comes to data management, symbolization, and analysis. So sometimes it makes more sense to create or edit data in ArcGIS Pro, then upload that data to ArcGIS Online for visualization and sharing– keep that in mind if you encounter a roadblock.

Remember that your StoryMap needs to include a minimum of 3 maps.

9. Creating a StoryMap

Once you feel comfortable with the Map Viewer interface, it’s time to move on to StoryMaps. Either on the AGOL homepage or in the Map Viewer, you’ll see a 3 x 3 matrix of dots in the upper-right corner of your screen. This opens the App Launcher. Click on ArcGIS StoryMaps. On the StoryMaps homepage, click on the green Create story button on the right, and select Start from scratch. This will open the Story Builder interface (Figure 9.18). You are now ready to start telling your story.

screen capture showing a new blank StoryMap window
Visual Guide Figure 9.18: A new, blank StoryMap.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Every element of a StoryMaps can be custom-designed with typefaces, colors, background textures, etc. To access the design palette for any StoryMaps element, click on the Design button along the menu ribbon at the top of the StoryMaps environment. You have a few options here– let’s change the Cover to Top and the Theme to Slate. When you’re done, click the X at the top of the pane.

To add additional elements (called story blocks) to your StoryMap, scroll down and either click on Tell your story… to add text, or click the + button next to it in order to add a block. Choose the Map block (Figure 9.19).

screen capture showing the addition of a map story block
Visual Guide Figure 9.19: Adding a map story block.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

You’ll be taken to a screen where you should see the Canada COVID map(s) that you made earlier. Choose the map that you want to insert into the story, then in the next screen (Figure 9.20), make any necessary adjustments regarding layer visibility and map functionality. If you notice some additional changes that you’d like to make, such as including an additional layer, changing layer draw order, or changing a layer’s symbolization, then you can click the Edit in ArcGIS button at the bottom-left of the screen. For now, hide all but one of the layers by clicking the eye icon next to their titles. If everything looks good, click Save.

screen capture showing the selection of map layers to be shown in the StoryMap
Visual Guide Figure 9.20: Editing the map before adding it to the StoryMap.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

The process for adding and editing additional blocks is fairly similar and straightforward. Definitely experiment with various different blocks and layout options, and take a look at tutorials to learn about more features. Of particular note is the Sidecar block. This allows you to have text and media scroll over a map or other media. This is a very common feature in StoryMaps, as well as other data journalism features, sometimes called “scrollytelling”.

Making your sidecar block transition between information seamlessly is pretty easy. To start, add a sidecar block to your StoryMap. I chose the Floating layout, but it doesn’t really matter for this. Near the top of the new sidecar block, click + Add, and choose Map. Select your Canada COVID map from earlier. You’ll see the same interface that you used to add a normal map a minute ago. As before, hide (the eye icon) all but the choropleth layer. Adjust the positioning of your data appropriately, then click Save. Now, at the bottom of the sidecar interface, click on the ellipsis button at the bottom-right of the first slide (which is at the bottom-left of the interface). Select Duplicate. You’ll get a second map slide with the exact same data and layout as the first slide. On this second slide, click Edit (pencil icon) at the top of the map. Now, hide the layer that you used in the first slide, and unhide your proportional symbol layer. Click Save.

screen capture showing the addition of a sidecar block
Visual Guide Figure 9.21: Working with a sidecar block.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

Back in the Sidecar interface, click on the first slide and add some helpful text by clicking on Continue your story… Add some contextual information to the text box on the left. Then click on the second slide and do the same. Now, when you preview your map, scrolling down the page should result in a seamless transition between the two data views, with the text cards moving past on the left.

screen capture showing a sidecar block with contextual information for the map
Visual Guide Figure 9.22: Slide 1 of the finished sidecar block.
Credit: Fritz Kessler © Penn State is licensed under CC BY-NC-SA 4.0

This is the basic process of working with sidecars, but you have a number of ways to mix up how your data is presented, like adding images, video, focusing on different areas of your maps, filtering the data of different layers, and so on.

Note the attribution footer at the bottom of the interface— you may want to use it in your project. Also, periodically check how your work looks by clicking the Preview button at the top of the screen. This will allow you to see how your layout looks to the people that you’ll share it with.

Some general guidance when designing your StoryMap: take the colors that you used in your map, and reuse them in some of your StoryMap elements. Not too much:

10. Sharing your StoryMap

Once you have completed your StoryMap design and are ready to submit it, you will need to Publish it. To publish your StoryMap, click Publish > at the top of the screen. Change “Who can see this…” to Organization, and if you’d like, edit the Story details accordingly, but this isn’t necessary for the assignment.

Summary and Final Tasks

Summary and Final Tasks mrs110

Summary

Congrats, you've made it to the end of the course! In this lesson, we discussed how the recent re-visioning of the map reader as a map user has changed the cartographic design process, as well as how we evaluate maps. We discussed many elements that may be integrated with maps, such as graphs, charts, and explanatory text, and explored the different mediums (e.g., interactive dashboards, data journalism) in which these elements are combined.

At the end of the lesson, we discussed when not to map, encouraging a practical approach to data visualization that views maps as a valuable tool but not a panacea. Relatedly, we note that much of cartographic design theory is widely applicable, and can be applied when designing other data visualizations or writing graphic-adjacent text—from microcontent to full articles.

In Lab 9, we designed an interactive map-based story using the visual analytics platform ArcGIS Online and StoryMaps. Though this lab focused heavily on concepts from Lessons 8 and 9, we also drew from concepts throughout the course—refining layouts, symbolizing data, color choices, and thinking critically about map audience and purpose. Your StoryMaps' narrative is now available on the web for you to share with others as a demonstration of your skills in map design and data visualization. You're now ready and able to create, analyze, critique, and share high-quality maps!

Reminder - Complete all of the Lesson 9 tasks!

You have reached the end of Lesson 9! Double-check the to-do list on the Lesson 9 Overview page to make sure you have completed all of the activities listed there. After that, you'll have finished the course!