Desktop Help 10.0 - Modifying the page layout

Once the final rounds of quality control have been completed, the chart is ready to have the final elements added. The following steps are performed in the Layout View and include additions such as chart numbers, title blocks, notes, scale bars, logarithmic bars, diagrams, agency logos, and other elements.

Data frames

This first section is optional. If, during the cartographic finishing process, you changed your projection, standard parallel, or standard meridian, it is important that you reapply the correct projection for your chart. If the chart's data frames are already in the correct projection, you can skip this section and move on to Database elements.

Pasos:

Start ArcMap.
Sugerencia:
If the ArcMap - Getting Started dialog box appears, you can open a new or existing map document. You can also check the Do not show this dialog box in the future check box and click Open.
Open the product map document.
If necessary, add the Nautical Cartography toolbar from the main menu by clicking Customize > Production > Toolbar Settings > Nautical Chart Production.
On the Nautical Cartography toolbar, click Grids > Grid Layout View.
Click Yes on the Grid Creation Wizard Warning dialog box.
If producing a multipanel chart, activate each data frame and repeat the steps in Creating interactive representation masks.
Adjust printer settings and select the appropriate paper size and plotter for the chart.
Most plotters allow you to select customized sizes, as long as one side does not exceed the width of the paper in the plotter. If producing a multipanel chart, position the data frame in the appropriate location on the page.
Click the Save Edits button .

Database elements

Adding surround elements

Once the data frame is properly set on the page, surround elements can be added to the layout. If you are using the sample nautical product library, your database element library comes with some preconfigured elements. Follow the steps below to add them.

If you are not using the sample nautical product library, you need to create your own elements. You can simply create them in each map document as needed, or create them in one map document and save those elements to your database element library for use on all chart products.

Pasos:

If necessary, switch to the Layout View.
Use the Zoom In button on the Layout toolbar to zoom to the area where the first item will be added.
Nota:

Do not use the standard Zoom tools from the Tools toolbar, because they will change the scale and extent of the chart.
If necessary, add the Nautical Cartography toolbar from the main menu by clicking Customize > Toolbars > Nautical Cartography.
Click the Database Element button on the Nautical Cartography toolbar.
The Database Element dialog box appears.
For Database Location, click Browse and navigate to the location of your element library.
In many cases, this will be the same location as your product library.
Click OK.
If multiple element tables are found, you will be prompted to select the table name that contains your database elements before you can set the Database Element.
Click OK.
In the left panel of the dialog box with the tree view, expand Nautical > Paper Chart.
Choose one of the categories:
- Notes
- Scale Bars
Choose the element you want to add to the layout.
Click Insert.
The element is added to the central area of the visible extent.
Click Close to close the Database Element Library dialog box.
Click the Select Elements button on the Tools or Draw toolbar.
Click the newly added element to select it and drag it to an appropriate location.
Repeat steps 4–14 to add more elements.

Editing surround elements

If you need to edit the elements, follow the steps listed below.

Pasos:

Double-click the element, or right-click it and click Properties.
Sugerencia:
You may need to right-click and click Ungroup selected elements to be to able edit their properties.
The Properties dialog box appears.
If necessary, click the Text tab to edit the text.
Click Apply to view your changes.
Click OK to accept your changes and close the dialog box.
Click the Save Edits button .

Masking surround elements

In some cases, there may be less important information that needs to be masked for some of the elements (such as nonessential topography contours and other land features not essential to navigation). In these situations, follow the steps below.

Pasos:

On the Draw toolbar, click the drop-down arrow next to the Rectangle tool Rectángulo

and do one of the following:

To create a rectangular mask	Click the Polygon tool and click and drag to create a rectangle to use as a mask
To create a mask for irregularly shaped elements	Click the Polygon tool and click to add points and create the shape of your new polygon graphic, then double-click to finish drawing

Right-click on the new rectangle graphic and click Properties.
The Properties dialog box appears.
For the Fill Color property, choose an appropriate background color.
For example, if you are masking features behind a tide table that is placed over a land area, you should select the land area color for the fill color.
Choose No Color for the Outline Color property.
Click OK.
Click the Select Elements tool on the Draw toolbar.
Click and drag the rectangle graphic so that it fits over the element you need to mask.
The new rectangle graphic will block your element, because it is currently drawing on top of it.
Right-click the rectangle graphic and click Order > Send Backward.
This will move the graphic below the element so that the element is visible but the features below it, such as buildings and gridlines, are masked out and do not interfere with the legibility of the element.
Click the Save Edits button .

Sugerencia:

Once you have finished creating new rectangle graphics and new polygon graphics, you can improve the legibility of your elements by grouping them with the elements so that when you move the element, the masking graphics move with them.

Sugerencia:

You can change the extent to be fixed by clicking View > Data Frame Properties. Verify that the reference scale is correct on the General tab. Choose the Fixed option for the extent on the Data Frame tab.

Sugerencia:

Most of the buttons on the Tools toolbar will be unavailable if the extent is fixed; use only the tools from the Layout toolbar to zoom in and out and pan.

Channel tabs and tide tables

Channel tabs and tide tables are used to show the depths of specific areas on a nautical chart for navigational purposes. The values found in these tables can often be pulled directly from the database. The graphic table element (GTE) is used to link values from your database to a table in your chart. In many cases, the data needed to create the table is not present in the database. In this case, you can still use GTE to configure the table's layout and add the values manually. The steps outlined below show you how to create a dynamically linked table, so that if changes are made to the data, the table will automatically update to reflect those changes.

Pasos:

Open the map document.
Verify that you are in Layout View.
Using the Zoom In tool on the Layout toolbar and zoom in to the area where you want to add the table.
Add the Nautical Cartography toolbar from the main menu, if necessary, by clicking Customize > Toolbars.
Click the Graphic Table Element button on the Nautical Cartography toolbar.
The New Table dialog box appears.
Choose Interactive in the Available formats list.
Click OK.
Right-click the one-cell table and click Properties.
The Table Properties dialog box appears.
Click the Data Source tab if necessary.
Click Add.
The Select datasources dialog box appears.
Choose the appropriate data source from the list of data sources.
Check the Generate table fields check box.
Click OK.
Click the feature layer in the Data Source list.
This activates the buttons on the right side of the dialog box.
Click Filters if you want to limit the records available for use in the table.
For example, you may want to limit the records available for use in your table to features that are dredged areas or those that have a specific name value, like "East River Channel".
The Data Filters dialog box appears.
There are several ways to filter the source data. You can filter based on a Selected Set or the Visible Extent, set a definition query in the feature layer properties and configure GTE to honor that query by checking the Honor Definition Query check box, or use an attribute or location filter.
For the purposes of creating a channel table, the following steps will focus on the use of the Attribute Filter.
Click Add Filter > Attributes Filter.
The Filter by attributes properties dialog box appears.
Define your attribute filter by creating a SQL query.
Click OK to close the Filter by attributes properties dialog box.
The Data Filters dialog box appears.
Click OK to close the Data Filters dialog box.
You are returned to the Table Properties dialog box.
Click Data Items.
The Data Items dialog box appears. All the items satisfied by your query appear in the list.
Click Operations.
The Operations Order dialog box appears.
In the Available Operations list on the left, choose the operation you want to enable and click the single arrow pointing right.
For this example, you want to at least select Sorting; however, you're free to select all available operations.
Repeat step 22 for all operations you want to enable.
Sugerencia:
You can move all selected operations by clicking the double arrows pointing right.
Click the up and down arrows to the right of the Operations Order list to sort the items.
Click OK once you add and sort the operations you want.
Click Sort Options on the Data Items dialog box.
The Sort Options dialog box appears.
Click Add Table Fields.
The Table Fields Selector dialog box appears.
Click a logical table field to sort the records in your Data Items table.
For example, you may want to sort on OBJNAM for all records with a similar channel name to appear next to one another in your Data Items table. The records in the Data Items table will always appear in the order you are about to define.
Click OK after you have chosen a table field.
The Sort Options dialog box appears.
You can sort the table items in ascending or descending order by clicking in the cell under the Sort Order header.
Click OK.
The Data Items are now sorted, and this order remains unchanged until it is changed using the Data Items dialog box.
Click OK to close the Data Items dialog box.
The Data Source tab is still visible.

To remove the unnecessary fields from the Data Items list, follow steps 33–36. Removing fields using the Table Fields Editor does not remove the fields from your source. It simply reduces the number of fields from the source layer that will be available to you in GTE's dialog boxes for this particular table.
If you do not want to limit the number of fields available for this table, skip steps 33–36 and go to step 37.
Click the Table Fields tab.
Click the row of the field that you do not need to retain for the purposes of creating this table.
Right-click the row and click Delete.
The field is removed from the Table Fields list.

Nota:
You can use SHIFT+Click or CTRL+Click to select multiple records.
Once you have finished removing the extra fields from the Table Fields list, click Apply.
Click the Table Format tab.
Click Table Design.
The Interactive Table Design dialog box appears.
Right-click anywhere inside the white area of the Table Layout pane and click Add > Rows.
The Add Rows dialog box appears.
Type a value in the Count text box for the number of rows you want to add to your table.
Click OK.
Right-click anywhere inside the white area of the Table Layout pane and click Add > Columns.
The Add Columns dialog box appears.
Type a value in the Count text box for the number of columns you want to add to your table.
Click OK.
The cells appear in the Table Layout area.
To adjust the size of the cells manually, place your cursor between the column headers or row headers, depending on which one you are adjusting.
The cursor changes to a short line capped on each end with an arrowhead. Click and drag to adjust the size of the column or row.
To adjust the size of the cells with specific values, right-click inside the cell and click Properties.
The Properties dialog box appears.
Select the appropriate unit from the Units drop-down list.
Type values for the cell's width and height.
Click OK.
The cell's size changes to reflect the values you have entered.
To link data to a cell, right-click inside the cell and click Add Element > Text Field.
The New text field element dialog box appears.
On the Field Value tab, click Field Values.
The Field Values dialog box appears.

If you completed steps 33–36, you should only see a limited number of fields in this dialog box.
Click the value from the record that you want to appear in the cell.
For example, if you want to create a Channel tab that shows the depth values for Mississippi River, FairviewChannel Crossing, click the DRVAL1 value for record #0 starting with the Left Outside Quarter.
Click OK.
The Properties dialog box appears with all the selected values populated.

Nota:

You can also populate the Selected Value parameters from the drop-down menus on the Field Value tab (without opening the Field Values dialog box). However, this requires you to know the Object ID value that GTE has assigned to the record (the value under the # heading listed on the Field Values dialog box).
Click OK.
The value appears in the cell in the Interactive Table Design dialog box.
Repeat steps 50–54 to finish linking all your cells to the records in the database.
Click OK when finished to close the Field Values dialog box.
Click OK to close the Interactive Table Design dialog box.
Click OK.
The table appears in the Layout View.
Sugerencia:
You can save this newly created table as a template to a Database Element Library for use on future charts.

Sugerencia:
Not all elements have to come from the database. You can add graphics from the Draw toolbar, including text, points, lines, and polygons. Any graphic element can be saved to a Database Element Library.
Sugerencia:
If elements added to your page layout are composed of static elements (typically any graphic added from the ArcMap Draw toolbar), these elements will not be updated automatically in any map documents containing them. If an update to a static element is required, the element must be replaced.

Scale bars

Each agency produces unique scale bars for their nautical charts. You will have to take your own measurements and determine the size (height and width) as well as the line weight, text size and placement, and font type. The following steps are an example to show the process of making a scale bar similar to the one below.

Pasos:

Open the map document in ArcMap.
If necessary, switch to the Layout View.
From the Layout toolbar, click the Zoom In button and zoom to the area where you want to add the scale bar.
Add the Nautical Cartography toolbar from the main menu if necessary, by clicking Customize > Toolbars > Nautical Cartography.
Click the Graphic Table Element button on the Nautical Cartography toolbar.
Choose Interactive in the Available formats list.
Click OK.
Right-click the newly created table and click Properties.
The Table Properties dialog box appears.
From the Table Properties dialog box, click the Unit Scaling tab.
At the top of the dialog box, check the Enable Unit Scaling check box.
This should activate the rest of the drop-down lists.
Ensure that your map scale is set to your reference scale.
Leave all default check boxes checked.
Click Apply.
Click theTable Format tab and click Table Design.
The Interactive Table Design dialog box appears.
Right-click in the solitary cell and click Add > Rows.
The Add Rows dialog box appears.
Type 2 in the Count text box, or the number appropriate for your agency's standards, and click OK.
Right-click the table and click Add > Columns.
The Add Columns dialog box appears.
Type 10 in the Count text box, or the number appropriate for your agency's standards, and click OK.
In the Table Layout pane, select the cells in columns A–J in row 2, right-click the cells, then click Properties.
Set the width of the cells to be Nautical Miles (or other user-defined geographic units).
In this example, the scale bar cell width is 1 Nautical mile.
Click OK.
Select all the cells in column K, right-click the cells, then click Properties.
Adjust the width to 1 Nautical mile.
Click OK.
Select all the cells in row 2, right-click, right-click the cells, then click Properties.
Set the height to the appropriate size according to the product specification.
1. Change the units to Millimeters (page units)
2. Adjust the height to the correct specifications.
In this example, the scale bar is 1.5 mm high. The middle row will be displayed as the scale bar, while the top and bottom rows will display the text.
Set properties for the outline of the middle row according to the scale bar specifications in the Border tab by adjusting the line weight, color, and so on.
Each agency's requirements will vary, as well as the scale of each chart.
Click Apply.
View the results and make adjustments as needed.
Click OK.
Select the cells in row 1, right-click the cells, and click Properties.
Click the Format tab if necessary.
Check the Merge Cells check box.
Set the units to Nautical Miles for both the width and height.
Click the Border tab.
Turn off the vertical and top horizontal borders; be sure to leave the bottom outline.
Click OK.
Select and right-click the cells in row 3 to and click Properties.
On the Border tab, turn off the vertical and bottom horizontal borders.
Click OK.
Right-click the column B cell in row 2 and click Add Element > Line.
Click Change Symbol on the New line element dialog box.
Click Edit Symbol on the Symbol Selector dialog box.
In the Symbol Property Editor dialog box, click the Type drop-down arrow and choose Cartographic Line Symbol.
Make sure the Butt option is selected in the Line Caps area and Miter is selected in the Line Joins area.
Click OK through the dialog boxes until you get to the Interactive Table Design dialog box.
Repeat steps 41–46 as necessary for other cells to insert line elements in columns that require a centerline in cells in the middle row.
Select row 1, right-click the row, then click Add Element > Text.
Type Nautical Miles in the text box.
Click Change Symbol; adjust the font size to 5 or 6 (the default is 12 points), or whichever size meets your agency's standard; then click OK.
Click the Alignment tab to ensure that it is centered both horizontally and vertically.
Click OK to apply changes.
To adjust the row height, keep the top row selected, right-click the row, then click Properties.
If necessary, change the units from Nautical Miles to Points, Millimeters, or some other page unit and adjust accordingly.
For example, if the above-added text was at 5 or 6 points, the appropriate row height may be 7 or 8 points (2.5 or 3 mm).
Click OK.
Repeat step 53–55 to adjust the row height for the bottom row.
Open the Character Map by clicking Start > All Programs > Accessories > System Tools > Character Map.
From the Character Map, choose the ½ symbol, click Select, then click Copy.
In ArcMap, select the fifth column cell of the bottom row, right-click in the cell, then click Add Element > Text.
Add the ½ symbol as the text for that cell by right-clicking the cell and clicking Paste.
Nota:
You can also press CTRL + V to paste
Click Change Symbol; adjust the font size to 5 or 6 (the default is 12 points), or whichever size meets your agency's standard then click OK.
Click the Alignment tab.
Set the horizontal alignment to Right and leave the vertical alignment as Center.
Click the Margins tab and type a negative right margin value.
An example might be -0.8.
Click Apply to view the results, repeating as necessary until the text is offset to the effect you want.
Click OK.
In column A of row 3, , right-click in the cell, click Add Element > Text, then type 1.
Click Change Symbol; adjust the font size to 5 or 6 (the default is 12 points), or whichever size meets your agency's standard.
Click OK.
Click the Alignment tab in the text element's Properties dialog box.
Change the horizontal alignment to Left and the vertical alignment to Center.
Click OK.
In column J of row 3, right-click in the cell, click Add Element > Text, then type 0.
Click Change Symbol; adjust the font size to 5 or 6, or whichever size meets your agency's standard.
Click OK.
Click the Alignment tab in the text element's Properties dialog box.
Change the horizontal alignment to Right and the vertical alignment to Center.
Click OK.
In column K of row 3, right-click in the cell, click Add Element > Text, then type 1.
Click Change Symbol; adjust the font size to 5 or 6, or whichever size meets your agency's standard.
Click OK.
Click the Alignment tab in the text element's Properties dialog box.
Change the horizontal alignment to Right and the vertical alignment to Center.
Click OK.
Click Apply in the Interactive Table Design dialog box to view changes in the layout view.
Make any necessary adjustments until all elements have the effect you want.
Click OK on all dialog boxes when finished.
Click the Select Elements tool on the Tools or Draw toolbar.
Click the finished scale bar and move it to a logical location on the chart.
For example, within or below the title block.
Click the Save Edits button .

Sugerencia:

You can also save this newly created element to a geodatabase for future use on other charts. To do this, right-click on the element, click Save Element, then browse to the database where you want to save it.

Logos

Vector logos must be created inside ArcMap as ArcMap graphics to ensure that the chart will color separate. This can be done by converting existing raster logo images to ArcMap vector graphics with the steps outlined below. If charts will not be color separated, imported raster or vector files can be added directly into the ArcMap page layout.

Nota:

If you do not have the ArcScan extension available, you'll need to install it from your main ArcGIS installation CD.

Image and database setup

Pasos:

Obtain a 1-bit image of the logo to be used.
The image needs to be 1-bit format/resolution; otherwise, the ArcScan toolbar will not recognize the image, and you will not be able to convert the logo into vectors.
Click the Catalog window button on the Standard toolbar in ArcMap.
Browse to the location where you want to create your database.
Right-click and click New, then click either File Geodatabase or Personal Geodatabase.
Right-click the geodatabase, then click New > Feature Class to create a new feature class.
the New Feature Class dialog box that appears
Type a logical name for the logo in the Name text box.
In the Type area, click the Type of features stored in this feature class drop-down arrow and choose Polygon Features.
Click Next.
Choose Unknown for the geospatial reference.
Click Next.
In the XY Tolerance area, leave the default value for Unknown Units and click Next.
Choose the Default option if necessary.
Click Next.
Click a blank line under Field Name and create a new field.
Nota:

If the logo will be multicolored, use Color or another meaningful word for the field name. If the logo will be black and white, you can use a meaningful name accordingly.
Click under Data Type and choose Text.
Click Finish.
Repeat the steps above for the creation of a line feature class.
Close the map document when finished.

Vectorizing the image

The following steps outline the process required to vectorize the raster logo image.

Pasos:

Open a new map document.
Click Customize > Extensions to turn on the ArcScan extension if necessary.
Click Customize > Toolbars and add the ArcScan toolbar.
Click the Add Data button .
Navigate to the location of the 1-bit image you want to use.
Click Add.
If a warning message appears stating that your image is missing spatial reference information, perform the following steps:
1. Click OK.
2. Click Add Data again, navigate to the database in which you created the polygon and line feature classes in Logos, then select them to be added.
3. Click Add.
In the Table Of Contents window, click the List By Source button .
Right-click on the added 1-bit image and click Properties.
Click the Symbology tab.
In the Show list, click Classified.
The Build Raster Attribute Table message appears.
Click Yes to compute the histogram.
Click OK on the Layer Properties dialog box.
Start an edit session.
Verify that the image name displays in the Raster drop-down list on the ArcScan toolbar.
On the ArcScan toolbar, click Vectorization > Vectorization Settings.
The Vectorization Settings dialog box appears.
Click the Intersection Solution drop-down list and choose Median.
Type 1 in the Maximum Line Width text box.
Type 0 in the Noise Level text box.
If necessary, check the Compression Tolerance check box and type 0.025 in the text box.
If necessary, check the Smoothing Weight check box and type 3 in the text box.
If necessary, uncheck the Gap Closure Tolerance check box.
Type 0 in the Hole Size text box if necessary.
If necessary, uncheck the Resolve Corners check box.
Click Apply.
Nota:

You can save your vectorization setting to a style for future use with the Styles command.
On the ArcScan toolbar, click Vectorization > Generate Features.
The Generate Features dialog box appears.
If necessary, check the Save the average width of each line feature on an existing field check box.
If necessary, check the Generate polygons where the maximum line width setting is exceeded check box.
Click OK.
Make the image layer not visible by unchecking the check box next to its name on the Table Of Contents window.
Make the polygon and/or polyline features visible by checking the check box next to its name on the Table Of Contents window.

Converting vectors to graphics

Since all the features are now polygons, you can use standard data editing tools to smooth, reshape, and add or delete features. You can also assign color using the layer and the Table Of Contents window. Once you have finished modifying the feature(s), continue with the following steps.

Pasos:

Right-click the associated layer in the Table Of Contents and click Convert Features to Graphics.
This should be either the polygon or the polyline feature class in which the image was converted.
Choose the all option.
Click the features of layer drop-down arrow and choose the polygon feature class.
In the Conversion conditions area, verify that the Only draw the converted graphics option is selected.
Click the Target Annotation Group drop-down arrow and choose the polygon name graphic.
Click OK.
Click the Select Elements button and use it to select all the graphics, or right-click the map layout and click Select All Elements.
Right-click the selected elements and click Group.
Right-click the grouped graphics and click Copy.
Open the product map document.
If necessary, enable the Layout View.
Right-click outside the data frame and click Paste.
Save the map document.
Sugerencia:
You can also save this newly created element to a geodatabase as a database element for future use on other charts by right-clicking the element and clicking Save Element.
Close ArcMap.

Source Diagram

A Source Diagram can be used to delineate where bathymetric, topographic, or other navigational data comes from. The Source Diagram consists of generalized versions of the land areas, graphic lines delineating source extents, and letters correlating the area to the source. The following steps explain how to use the existing land coverage layer, as well as a previous version of the Source Diagram.

Creating an annotation feature class

You may choose to create graphic text instead of creating an annotation feature class to store the labels for your source diagram. If so, you may skip this step.

Pasos:

Start ArcCatalog.
Browse to your product database.
Browse to the CartographicFeatures feature dataset and click to select it.
Right-click the dataset, then click New > Feature Class.
Type a name, such as Diagrams_Anno, or some other name for your Source Diagram annotation feature class in the Name text box.
Click the Type of features stored in this feature class drop-down arrow and choose Annotation Features.
Click Next.
Choose the reference scale of the Source Diagram.
Leave units as default.
Click Next.
Click Rename and type Source Diagram Annotation for the new name.
Change the font and size if necessary.
Click Next.
Use the Default option.
Leave all fields.
Click Finish.

Creating a grid

The following steps outline the process required to create a grid for a source diagram.

Pasos:

Start ArcMap.
Sugerencia:
If the ArcMap - Getting Started dialog box appears, you can open a new or existing map document. You can also check the Do not show this dialog box in the future check box and click Open.
Open an empty document.
Load the feature class with land area.
This is NaturalFeaturesA for ENC data
In the Table Of Contents window, click the List By Source button .
If working in a versioned environment, right-click the database, click Change Version, then switch to an edit version.
Set the reference scale for the Source Diagram by clicking View > Data Frame Properties > General tab.
The reference scale needs to be one-tenth of the main panel. For example, a chart with the scale of 1:25,000 would have a Source Diagram with a scale of 1:250,000.
If necessary, open the Product Library window by clicking Customize > Production > Product Library on the main menu.

A tree view of the product library appears.
Expand your product.
Check the box next to the AOI.
Right-click the AOI, then click Select.
Click the ArcToolbox Window button on the Standard toolbar.
The ArcToolbox window appears.
Expand the Nautical Tools toolbox.
Expand the Cartography toolbox.
Double-click the Make Grids and Graticules Layer geoprocessing tool.
Repeat all the steps to create the grids for the Source Diagram with the following modifications.
Nota:
The Make Grids and Graticules Layer tool requires you to have a feature dataset to write the output to. You may need to create a feature dataset in your product database before you continue.
Use the Source Diagram XML.
Nota:
This XML is just a sample and may need to be adjusted for the scale of your chart.
Save this second grid dataset separately from the main panel grids.
Create a new feature dataset and give it a logical name. The tool will create the necessary feature classes.
Use the custom scale option again and set the scale to one-tenth the scale of the main panel, or use the reference scale.
After running the Make Grids and Graticules Layer geoprocessing tool, click the Grid Layout View button to update the projection, standard parallel, and meridian for the Source Diagram.
When finished, clear selected features.
Nota:

If using a versioned environment, you will need to reconcile and post to the Default version.

Generalizing features

Because the source diagram is only one-tenth the scale of the chart it represents, you will need to generalize the layers being used in the source diagram. The following steps outline the process for generalizing features for a source diagram.

Pasos:

Change the map to Data View.
From the Selection menu, choose Select By Attributes .
Click the Layer drop-down arrow and choose NaturalFeaturesA (or Land area polygon feature class).
Click the Method drop-down arrow and choose Create a new selection.
Choose FCSubtype from the list and double-click it so it appears in the expression box.
Click the equal sign (=) so it appears in the expression text box.
Click Get Unique Values.
Double-click 5 - LNDARE_LandArea so the expression now reads FCSubtype = 5.
Nota:

You can type the expression if you already know the numeric value and have proper spacing.
Click Verify.
The Verifying expression dialog box appears.
If the expression is verified, click OK.
Click OK on the Select By Attributes dialog box.
All land areas are now selected, and the dialog box closes.
Click Geoprocessing > Search For Tools.
The Search window appears.
Type Simplify Polygon in the text box, then click Search.
Click the tool name.
The Simplify Polygon dialog box appears.
Ensure that the above selected features (from step 2) are still selected.
For the Input Features parameter, click and drag the NaturalFeaturesA feature class from the Table Of Contents window, or click the drop-down arrow and choose the NaturalFeaturesA feature class.
For the Output Feature Class parameter, map to your database the CartographicFeatures feature dataset and give the new feature class a logical name.
For example, if using the NaturalFeaturesA polygon feature class, call the new output feature class NaturalFeaturesA_Gen or NaturalFeaturesA_SD.
For the Simplification Algorithm parameter, choose Bend_Simplify from the drop-down list.
For the Reference Baseline parameter, use a logical amount.
For example, a 1:25,000-scale chart would use 300–500 meters.
Sugerencia:
The tool can be run multiple times if the results are not the outcome you want.
For the units, it is recommended that you use meters. However, use your discretion for the chart being produced.
It is recommended that you leave the value for the Minimum Area parameter at 0. However, if you want the tool to keep smaller polygons set to a minimum area, select the numeric value and units.
Leave the Handling Topological Errors parameter at the default value of NO_CHECK.
If you want to keep collapsed polygons as point features, leave the Keep collapsed points (optional) check box checked.
This will allow polygons that collapse on themselves as they are generalized to become points. These points are then created in a new feature class, stored at the same level as indicated by the output feature class.
Click OK to run the tool.
Both the user-defined polygon feature class and the similarly named point feature class are added to the Table of Contents.
Examine the results of the generalization process.
If the results are not acceptable, the tool may be run again with the same input/output parameters, with the exception of the Simplification Tolerance Reference Baseline.
Nota:

If the tool is run additional times, and with the same output feature class selected, it will overwrite the existing polygons in that feature class, not append to it.
Remove the AOI polygon feature class.
Remove the original land areas (NaturalFeaturesA) feature class.
All that should remain are the grids and the generalized land area polygon layers.
If you did not have self-crossing polygons, skip the next section, Manually generating Source Diagram polygons, and continue with Symbolizing Source Diagram features. However, if you did have polygons cross themselves, continue with Manually generating Source Diagram polygons to determine which polygon features could be causing the problem.
Nota:

If using a versioned environment, you will need to reconcile and post to the Default version, and you will need to Register as Versioned the newly created feature class(es).

Manually generating Source Diagram polygons

This section is optional. When working with very detailed large-scale data, the Simplify Polygon geoprocessing tool can result in self-intersecting polygons, which will cause the tool to fail. In this case, follow the steps below to generate Source Diagram data. If the Simplify Polygon geoprocessing tool runs successfully with no errors in Generalizing features, then skip this step and move on to Symbolizing Source Diagram features.

Pasos:

If possible, determine which polygon features are causing the tool to fail and run the Generalizing Features process on all NaturalFeaturesA features with a SQL selection set of FCSubtype = 5 and an additional statement excluding the offending polygon(s).
If necessary, add the feature class from the output of the Simplify Polygon tool and the NaturalFeaturesA feature classes to ArcMap, placing the NaturalFeaturesA polygon below the Source Diagram feature class.
Set a definition query on the NaturalFeaturesA feature class by opening the Feature Layer Properties dialog box, clicking the Definition Query tab and typing FCSubtype = 5, so that you only see the Land Area features.
Click the Production Start Editing button on the Production Editing toolbar.
Nota:
The Manage Features and Create Attributes, Update Attributes, or Metadata Attributes windows automatically appear when you start an edit session using the Production Start Editing tool.
Sugerencia:
If the Create Attributes, Update Attributes, or Metadata Attributes window does not appear when you start an edit session, click the Show/Hide Attributes button on the Manage Features window.
Set your Source Diagram feature class as the target layer.
Using the land areas from the NaturalFeaturesA polygon feature class, digitize generalized polygons into your Source Diagram feature class as necessary.
Click the Save Edits button .

Symbolizing Source Diagram features

Pasos:

Click the Add Data button and add the generalized Source Diagram land areas polygon feature class to the Table of Contents twice.
Change the symbology for the generalized land areas so that
- One layer is symbolized with a fill color that matches the Agency Standard for land tint and no outline color.
- The other layer is symbolized with no color for the fill and the Agency Standard for coastline for the outline color.
Click the Add Data button again and add the annotation feature class you created in Creating an annotation feature class (the suggested name was "Diagrams_Anno").
Click the Production Start Editing button on the Production Editing toolbar.
Nota:
The Manage Features and Create Attributes, Update Attributes, or Metadata Attributes windows automatically appear when you start an edit session using the Production Start Editing tool.
Sugerencia:
If the Create Attributes, Update Attributes, or Metadata Attributes window does not appear when you start an edit session, click the Show/Hide Attributes button on the Manage Features window.
In the Manage Features window, set the target layer to the annotation feature class.
If necessary, add the Annotation toolbar to the ArcMap session by clicking Customize > Toolbars > Annotation and drag to a convenient location.
From the Annotation toolbar, the default settings should be
- Construction: Horizontal
- Text: Text
- Symbol: Source Diagram Annotation
On the Annotation toolbar, change the text to be the letter/number for the first source.
For example, A.
Click the Construct Horizontal Annotation button .
Click in the data frame to place text.
What was entered in the toolbar will appear where the mouse is clicked, (not the word "Text")
Click the Edit Annotation tool if necessary to modify the text size or position (click and drag or right-click the annotation and click Attributes).
Repeat placing letters or numbers as needed for labels of the areas depicted in the Source Diagram.
Click the Save Edits button .
Click the Stop Editing button on the Production Editing toolbar.

The geodatabase becomes uneditable. If you have made edits, you will be prompted to save the changes if you want.
Open the Data Frame Properties from the main menu by clicking View > Data Frame Properties.
Click the Data Frame tab.
Click the Extent drop-down arrow and choose Fixed Scale.
Type the scale of the Source Diagram (in this example, 250,000) in the Scale text box.
Click the Frame tab.
Click the drop-down arrow in the Border area and choose the 4.0-point line.
Change the line color from black to Agency Standard for land tint.
Click the drop-down arrow in the Background area and choose White.
Click OK to apply.
Save the map document as a new one.
It will be added to the final layout in the next section. If using a versioned environment, you will need to reconcile and post to the Default version.

Adding the Source Diagram to the product map document

Now that the Source Diagram has been created, it needs to be added to the product map document through the following steps.

Pasos:

Start ArcMap and open the saved Source Diagram map document.
If working in an enterprise environment such as the NIS, click the List By Source button in the Table Of Contents window and ensure that all layers point to an editing version.
From the Source Diagram map document, in the Table of Contents window, click the List By Drawing Order button .
Right-click Layers on the Table of Contents window and click Copy.
Start a second ArcMap session.
Open the main chart panel map document in the second session.
If necessary, switch to Layout View in the product map document.
Click the Edit menu and click Paste.
Once the data frame has properly pasted, close the Source Diagram map document without saving.
Rename the newly pasted data frame Source Diagram in the product map document Table Of Contents window.
If necessary, activate the Source Diagram data frame (right-click and click Activate).
If necessary, click the Select Elements button on either the Tools or Draw toolbar.
Drag the Source Diagram data frame to an uncluttered area of the chart.
Resize the data frame to be just a few points (roughly 1 mm) larger than the actual Source Diagram.
- When selected, grab one of the corner handles and hold down the SHIFT + ALT keys to maintain aspect ratio and to keep the data frame centered.
- You may need to use the standard Pan tool on the Tools toolbar to recenter the data frame over the Source Diagram.
Add a textual legend below the Source Diagram associating each letter with a source.
1. From the Draw toolbar, select your font style and size.
2. Click the Text button, then click in the space below your Source Diagram to type the text.
3. Click the Select Elements button and adjust the size and position as necessary.
For example, a: U.S. Coast Guard Surveys from 1995 to 2001.
Click the Save Edits button .

9/22/2010