Map Service Publication Checklist

CHECK LIST FOR CREATING AN MXD USED FOR MAP SERVICE PUBLICATION

Refer to the “Map Service Production Specifications and Best Practices v11” documentation.

STEP 1) Create the Mxd Template To Be Used As The Starting Point For All Map Service Mxd Creation DONE
Yes/No
Open an ArcGIS 10.0 session

This will be used to create your first and future blank mxd that you will add your data to.
Always keep the template current to your specifications for “Author” and “Credits”
NOTE: As of this date, October 19, 2015, map services can only be published using an mxd created ArcMap Version 10.0.
Versions created in ArcGIS versions higher than 10.0 must be “Saved As Copy” and choose Version 10.0.

Rename the copy to the proper naming convention for the template.

Edit the Map Document Properties:
“File” format: Genesis_Template_<Projection>_<YYYYMMDD>.mxd<Projection> – the projection which the map service will be projected in.For Example: 10TM<YYYYMMDD> – the year, month and day the template was created.

For Example: 20150817

NOTE: At some point in time, for some unknown reason, the template after multiple uses will corrupt. There is no set time when this will happen and the only way you will be able to tell is that the map service will not publish properly. When this happens, simply re-open the template and do a “Save As” in your template folder using the current date of the “Save As” as the new date format.

 

“Author” format: <Section Name>, <Branch Name>, <Division Name>, <Ministry Name>, Government of Alberta
EXAMPLE: Information and Data Provisioning Services, Informatics Branch, Corporate Services Division, Alberta Environment and Parks, Government of Alberta
“Credits” format: Normally this is “Copyright Government of Alberta” as the map service is created within the GoA.

Edit the Data Frame Properties

Under the “Coordinate System” tab, set the Coordinate System in the “Select a coordinate system:” panel

Example: The coordinate system used to create Alberta Environment and Parks (AEP) map services uses NAD_1983_10TM_AEP_Forest coordinate system.

 

Finding the coordinate system

1)     Navigate through the folders to the appropriate coordinate system The coordinate system used in the example above can be found by navigating through the following folders:

“Predefined/Projected Coordinate Systems/National Grids/Canada”

2)     Scroll through the coordinate system choices until “NAD 1983 10TM AEP Forest” is found.

3)     Select “NAD 1983 10TM AEP Forest”

4)     Click on the “Apply Button”. The coordinate system will be added under the “<custom>” folder.

5)     Click on “OK” to close.

Save the template

Save your template to an appropriate directory and folder that you will use to create your mxds.

 

NOTE: As of this date, October 19, 2015, map services can only be published using an mxd created ArcMap Version 10.0. Versions created in ArcGIS versions higher than 10.0 must be “Saved As Copy” and choose Version 10.0.

 

STEP 2) Creating the Empty Mxd That You Will Add Your Data To For Publishing a Map Service DONE
Yes/No
Use Latest Template:

The latest template should be the latest, up-to-date version of the template created in STEP 1) above.

EXAMPLE: Genesis_Template_10TM-20150817.mxd
NOTE: As of this date, October 19, 2015, map services can only be published using an mxd created ArcMap Version 10.0. Versions created in ArcGIS versions higher than 10.0 must be “Saved As Copy” and choose Version 10.0.

Save Template as:

Mxd naming format for a specific application: <Application Name, for specific application>-<Map_Service_Name>-<YYYYMMDD> .mxd
EXAMPLE: FWIMT_Pub-Species_Inventory-20151019.mxd
Mxd naming format for an mxd to be used for any application: <Map_Service_Name>-<YYYYMMDD>.mxd
EXAMPLE: Access-20151019.mxd

 

 STEP 3) Edit The Map Document Properties DONE
Yes/No
File:

This will contain the path and file name that you saved the mxd to (STEP 2 – Save Template as).

Title:
The “Title” will come from the <Map_Service_Name> in the mxd file name. The underscores should be replaced with spaces, using the space bar on your keyboard.
EXAMPLE: FWIMT_Pub-Species_Inventory-20151019.mxdThe map service name in the mxd file name is highlighted in red.
Map Document “Title”: Species Inventory
Save the Map Document Properties Edits:

Click “Apply” button then “OK” button to save your edits and close the editing session.

Save the Mxd Edits:

Click the “Save” icon to apply the edits done to the mxd then proceed to STEP 4) Add The Data To Be Shown In The Map Service, page 3.

 
OPTIONAL INFORMATION (If not required, go to “Save Mxd”) DONE
Yes/No
Summary:
A metadata abstract about the data contained in the map service to a maximum of 92 characters.
Description:
A more detailed metadata description of the data contained in the map service.

 

STEP 4) Add The Data To Be Shown In The Map Service DONE
Yes/No
Add Data:

Navigate to the source of your data for the map service and add it in.

Save the Mxd Edits:

Click the “Save” icon to apply the edits done to the mxd then proceed to STEP 5) Edit The Data Frame Properties, page 3.

 

 

STEP 5) Edit The Data Frame Properties  DONE
Yes/No
Name:
Same as the <Map_Service_Name> in the mxd name, use space bar instead of underbars (same as the map document title above).
Description:
Basic metadata about the layers included in the Data Frame, which can be as simple as “This map service represents the <Map Service Name>.”
Example using the Species Inventory description:
“Map service representing the FWMIS Species Inventory for the Public Site.”
Example using the First Nations Land description:
“This map service contains a grouping of the following First Nations Lands – Indian Reserve and Métis Settlement.”
Save the Data Frame Properties Edits:

Click “Apply” button then “OK” button to save your edits and close the editing session.

Save the Mxd Edits:

Click the “Save” icon to apply the edits done to the mxd then proceed to STEP 6) Edit The Table Of Contents, page 4.

 

STEP 6) Edit The Table Of Contents  
STEP 6a) Edit the Group Layer Properties

This step is done If a number of layers have been “grouped” together. The properties of the layers contained within the group are covered in STEP 6b) Edit The Individual Layer Properties, page 5.

 

Proceed to STEP 6b) Edit Individual Layer Properties if grouping layers is not required.

Group Layer Properties General Tab Edits DONE
Yes/No
Layer Name:
The Layer Name should reflect the name of the layers contained within the group.
Example using the First Nations Land map service:
Group Layer Name:
Indian Reserve
This group contains the layers associated with Indian Reserve which are the Indian Reserve Outline and Indian Reserve layer depicting the Indian reserve polygon with an outline and fill area.
Description:
Basic metadata about the layers included in the group.
Example using the First Nations Land group description:
This group of layers represents the Indian Reserve outline labeled with Indian Reserve name and number and the Indian Reserve outline with a fill area labeled with Indian Reserve name and number. The Indian Reserve dataset is comprised of all the polygons that represent Indian Reserves in Alberta. Indian Reserve lands are lands set aside for the exclusive use and benefits of the Band(s) to which it is assigned. The federal government has primary jurisdiction over these lands and the people living on them.
Credits:
Copyright Government of Alberta
Scale Range:
The Scale Range is the same as the layer(s) within the group with the largest visibility scale threshold of layer based on the minimum scale.
Example using the FWMIS Waterbody – Species Presence group
The Scale Range for this group is based on the largest visibility scale threshold which is 1:433,342,
because all of the layers included in this group have a minimum scale of 1:433,342.
Save the Data Frame Properties Edits:

Click “Apply” button then “OK” button to save your edits and close the editing session.

Save the Mxd Edits:

Click the “Save” icon to apply the edits done to the mxd then proceed to STEP 6b) Edit The Individual Layer Properties, page 5.

 
STEP 6b) Edit the Individual Layer Properties

This step is done for individual layers, which includes those layers within a group, or individual layers on their own. Numerous Layer Properties tabs; General, Source, Display, Symbology, Fields, Definition Query, Labels may or may not be edited.

STEP 6i) Individual Layer Properties – General Tab Edits DONE
Yes/No
Layer Name:

The name should reflect the name and type of layer. More than one layer type is usually grouped together and given a group name (see STEP 6a) Edit the Group Layer Properties).

There are typically three (3) types of layers, although special layers, such as pie charts, can be made but require special publication or they will not show up. Special layers also affect the display time of your map service so it advised to only use these when absolutely necessary.

The three typical layers are:
1) A Label Layer

The layer name for a label layer, if there is one, should end with “Label”.
2) An Outline Layer

The layer name for an outline layer, if there is one, should end with “Outline”.
3) An Outline Layer With A Filled Area

The layer name for the polygon outline with fill area layer will simply be named as its layer.
Examples using the Seed Zones of Alberta layers.
Label Layer Name:
Athabasca Plain (AP) Seed Zone Number Label
Outline Layer Name:
Athabasca Plain (AP) Seed Zone Outline
Outline Layer With Fill Area Layer Name:
Athabasca Plain (AP) Seed Zone

Description:
Should be metadata or description about the layer. If possible, use the Abstract metadata from GeoDiscover Alberta when possible or information gathered from a reliable source.
Example using the First Nations Land Indian Reserve Outline description:
This layer represents the Indian Reserve outline, labeled with Indian Reserve name and number. The Indian Reserve dataset is comprised of all the polygons that represent Indian Reserves in Alberta. Indian Reserve lands are lands
set aside for the exclusive use and benefits of the Band(s) to which it is assigned. The federal government has primary jurisdiction over these lands and the people living on them.
Credits:
Copyright Government of Alberta
Scale Range:
The “Out beyond” (minimum scale) should be no smaller than 1:27,733,946.
Example using the FWMIS Waterbody – Species Presence FWMIS River and Stream layer
The Scale Range for this layer is set at the “Out beyond:” (minimum scale) of 1:433, 342, as the arcs do not want to be drawn (visible) beyond 1:433, 342.
Save the Layer Properties Edits:

Click “Apply” button to apply your tab edits and go to the next applicable tab.

STEP 6) Edit The Table Of Contents (Continued)  
STEP 6b) Edit the Individual Layer Properties (Continued)
STEP 6ii) Individual Layer Properties – Source Tab Edits DONE
Yes/No
Data Source:
Always ensure that the data source for the layer is pointing to its proper source.
If your data source changes in any way, you can re-direct the layer to its proper source here by using the “Set Data Source” button.
Save the Layer Properties Edits:

Click “Apply” button to apply your tab edits and go to the next applicable tab.

 
STEP 6iii) Individual Layer Properties – Display Tab Edits DONE
Yes/No
Transparent:
If you wish your layers with filled areas within the mxd to be transparent or opaque between other layers to enable the display of other layers within the mxd, you must set the transparency for these layers in this tab based on a percent of transparency.
Transparency set in the mxd in the Layer Properties, only affects the layers within the particular mxd.
NOTE: Transparency between map services is set in Geocortex Essentials Manager, where web application edits affecting the display of all aspects of the actual web application are done.
Save the Layer Properties Edits:

Click “Apply” button to apply your tab edits and go to the next applicable tab.

 
STEP 6iv) Individual Layer Properties – Symbology Tab Edits DONE
Yes/No
Selective Symbology Required:
Under the “Show” panel, symbolizing using either “Features” or one of the selections under “Categories”, multiple features are being displayed in a single layer.
Individual “Value” types cannot be turned off, only the whole layer can be turned off.
If you require selective values to be turned off or on, see “Layer Properties – Definition Query Tab” below.
 
Save the Layer Properties Edits:

Click “Apply” button to apply your tab edits and go to the next applicable tab.

  
   
 STEP 6b) Edit the Individual Layer Properties (Continued)
STEP 6v) Individual Layer Properties – Definition Query  Tab Edits DONE
Yes/No
When A Definition Query Is Required:
If you require selective values to be turned off or on by using a layer and the values are being pulled from the same database, the values should be defined by a multiple layers using a “Definition Query”.
 
Save the Layer Properties Edits:

Click “Apply” button to apply your tab edits and go to the next applicable tab.

 
 STEP 6) Edit The Table Of Contents (Continued)
STEP 6b) Edit the Individual Layer Properties (Continued)
STEP 6vi) Individual Layer Properties – Field Tab Edits DONE
Yes/No
IMPORTANT NOTE:
AS A PRE-EMPTIVE MESSURE, FIELD ALIASES COULD BE SET WITHIN THE SOURCE DATA BASE ITSELF, SAVING THE EFFORT OF MANUALLY SETTING THE ALIASES EACH TIME IT IS USED.
IF THE ALIASES ARE NOT SET IN THE SOURCE DATA SET, EACH TIME A LAYER IS CREATED USING THE SOURCE DATA, THE ALIAS WILL HAVE TO BE MANUALLY SET EACH TIME THE SOURCE DATA SET IS USED.
Field: OBJECTID Rename: Object ID (OBJECTID may be renamed if desired).

Keep this field display checked on (this field always shows up automatically) and move to bottom of the list.
NOTE: This field display, if not required as an attribute to display in an “Identify” result, will have to be turned off within edits done in Geocortex Essentials Manager when managing the attachment of the map service to the web application.

Field: SHAPE Rename: Shape

Keep this field display checked on and move to bottom of the list below Object ID.
NOTE: This field display, if not required as an attribute to display in an “Identify” result, will have to be turned off within edits done in Geocortex Essentials Manager when managing the attachment of the map service to the web application.

Field: SHAPE.STArea() Rename: Renaming this field in not necessary as it will be turned off.

Turn the display for this field off.
NOTE: This field display, if not required as an attribute to display in an “Identify” result, will have to be turned off within edits done in Geocortex Essentials Manager when managing the attachment of the map service to the web application.

Field: SHAPE.STLength() Rename: Renaming this field in not necessary as it will be turned off.

Turn the display for this field off.
NOTE: This field display, if not required as an attribute to display in an “Identify” result, will have to be turned off within edits done in Geocortex Essentials Manager when managing the attachment of the map service to the web application.

All Other Fields:

Alias name should be in upper and lower case, in an “unabbreviated” form, in proper English.
Uncheck/turn off any fields which do not supply relevant information to the user.

NOTES:

1)    Whenever possible, check with source data authority/owner as to what the field aliases should be renamed to.

2)     Whenever possible, check with source data authority/owner as to which field displays should be turned on or off. The field displays turned/checked on, will be the attributes which display when an “Identify” is done on the layer polygon, line or point.

 
Save the Layer Properties Edits:

Click “Apply” button then “OK” button to save your edits and close the Layer Properties editing session then proceed to STEP 7) Set The Table Of Contents Display, page 9.

STEP 7) Set The Table Of Contents Display DONE
Yes/No
Ensure that the display of the layer group(s) and their underlying layers and individual layer(s) in the Table of Contents are displaying as close as possible as how you would like to see them display in the “Layer List” of the map service when it is added to a web application. Adjustments can be made in Geocrotex Essentials Manager once the map service as added to a web application if necessary.
This would include the following:1)      Which layer group(s) folder(s) are open or closed.2)      Which layer group(s) and their underlying layers are turned on or off.
Save the Mxd Edits:

Click the “Save” icon to apply the edits done to the mxd then proceed to STEP 8) Set The Map Extent Of The MXD then proceed to STEP 9) Set The Map Extent Of The Mxd, page 9.

 

 

STEP 8) Set The Map Extent Of The Mxd DONE
Yes/No
Setting the map extent of the mxd has the following impacts on the map service:

1)     It defines the extent of the data that will actually display in the service.

2)     It significantly improves service start-up time

Set Map Extent
“Zoom to Full Extent” using the “Globe” button and when drawing is complete, “Save” the file.
 
Save the Mxd Edits:

Click the “Save” icon to apply the edits done to the mxd and exit the mxd.