PROPORTIONAL SYMBOL MAPPING Cartographic Design for GIS (Geog. 340) Prof. Hugh Howard American River College PROPORTIONAL SYBMOL MAP DEFINED PROPORTIONAL DEFINED • Proportional Symbol Map – Map in which point symbols vary in size according to differences in magnitude of an attribute (variable) PROPORTIONAL DEFINED • Proportional Symbol Map (cont.) – The circle is most widely used shape, but other shapes can be used PROPORTIONAL DEFINED • Proportional Symbol Map (cont.) – Quantitative in nature – Point symbols are unlike those on a dot map, which have the same size and value Dot Map Legend Proportional Symbol Map Legends PROPORTIONAL DEFINED • Confusing terminology… – Your textbook uses the term “Proportional” – ArcMap uses “Proportional” or “Graduated,” depending on the scaling method used • In ArcMap – Proportional Symbols = Mathematical Scaling – Graduated Symbols = Range-Graded Scaling APPROPRIATE DATA TRUE vs. CONCEPTUAL DATA • True Point Data – Data collected at discrete points – Weather stations, seismometers, etc. The point location is known for each feature or phenomenon (x,y or lon,lat) TRUE vs. CONCEPTUAL DATA • Conceptual Point Data – Data collected for enumeration units – Symbol is placed in the center of polygon The center can be the geometric center (centroid), or the visual center TRUE vs. CONCEPTUAL DATA • The distinction is sometimes blurry – Enumeration units represented at small scales are treated as points Points are county centroids, but county boundaries are not shown DATA STANDARDIZATION • Unstandardized, raw data are more commonly used – Standardization can be useful – Compensate for size of enumeration units (conceptual point data), etc. DATA STANDARDIZATION • When standardizing conceptual point data, consider the choropleth instead – Choropleth maps excel at representing standardized areal data MAP PROJECTIONS and the PROPORTIONAL SYMBOL MAP MAP PROJECTIONS • Equivalent (Equal Area) projections are most appropriate – Distortion of relative sizes of areas can mislead the map user Conformal Equivalent SYMBOL SHAPES SYMBOL SHAPES • • Various symbol shapes can be used Two categories of point symbol – Geometric – Pictographic Geometric Do not look like the thing being mapped Pictographic Do look like the thing being mapped SYMBOL SHAPES • The circle is the most widely used – Compact and visually stable – Users prefer over other geometric symbols – Easy to construct and scale (PI r2) SYMBOL SHAPES • The square is a bit more awkward than the circle – Blocky nature isn’t as efficient with space – Area of a square can be more accurately estimated (L2) SYMBOL SHAPES • Pictographic symbols – Can be very effective – Should be closely related to the theme – Complex symbols are potentially more difficult to interpret in congested areas SYMBOL SHAPES • “3D” Symbols – We aren’t good at estimating volumes – Employ 3D symbols for aesthetic purposes, but don’t expect the map user to estimate volumes SCALING METHODS SCALING METHODS • There are three primary methods of scaling, or sizing, proportional symbols – Mathematical (Directly Proportional) – Perceptual – Range Graded SCALING METHODS • Mathematical – The area of the point symbol is directly proportional to the data value 350 / 175 = 2 Area of the circle representing 350 is twice that of the circle representing 175 SCALING METHODS • Mathematical (cont.) – Equivalent to an unclassed choropleth – Legend shows representative values SCALING METHODS • Mathematical (cont.) – Difficult to interpret, because the map user can only differentiate a given number of symbol sizes—10 at most – Studies indicate that map readers tend to underestimate the areas of larger symbols SCALING METHODS • Perceptual – Symbols are systematically enlarged toward the higher end of the range SCALING METHODS • Perceptual (cont.) – Compensates for the map user’s tendency to underestimate areas of larger symbols Perceptual scaling is not widely used today SCALING METHODS • Range-Graded – Involves the organization of data values into classes, or ranges Values are classified much like a choropleth map SCALING METHODS • Range-Graded (cont.) – Ranges are associated with a limited number of easily differentiated symbols SCALING METHODS • Range-Graded (cont.) – Equivalent to a classed choropleth – Employs a limited number of symbol sizes, allowing the map user to determine the general value using the legend SCALING METHODS • Range-Graded (cont.) – Map-design research has provided guidelines for selecting symbol sizes that are easily differentiated SCALING METHODS • • Range-Graded (cont.) Possibly the best scaling method – Readers can easily discriminate symbol sizes and match them to legend symbols RangeGraded Mathematical Range graded provides greater contrast in circle sizes, but the result is more generalized SCALING METHODS • • Range-Graded (cont.) Especially useful for pictographic symbols – It is difficult to estimate areas of complex shapes • • Classification can be achieved using any data classification method Doesn’t work well if the map user fails to consult the legend SYMBOL OVERLAP SYMBOL OVERLAP • Trial-and-error is required to produce a map with suitable symbol overlap Neither “too full,” nor “too empty” SYMBOL OVERLAP • Symbols can be differentiated by applying contrast No contrast White outlines SYMBOL OVERLAP • Symbols can be differentiated by applying contrast (cont.) Black outlines Transparency with outlines… REDUNDANT SYMBOLOGY REDUNDANT SYMBOLOGY • The use of more than one visual variable to differentiate point symbols – To reinforce the idea of increasing magnitudes Quantitative Visual Variables REDUNDANT SYMBOLOGY • In addition to varying sizes of symbols, lightness and hue can be incremented Lightness (Monochromatic Sequential) Hue-Lightness (Part-Spectral Sequential) REDUNDANT SYMBOLOGY • • Lighter colors: lower values Darker colors: higher values LEGEND DESIGN LEGEND DESIGN • Representative symbols can be arranged in two fashions – Linear – Nested Linear-Legend Arrangement Nested-Legend Arrangement LEGEND DESIGN • Linear-Legend Arrangement – Symbols placed adjacent to one another – Vertical or horizontal orientation More = Higher More logical ordering of ranges LEGEND DESIGN • Linear-Legend Arrangement (cont.) – Symbols placed adjacent to one another – Vertical or horizontal orientation Values progress like on a number line Illogical ordering of ranges LEGEND DESIGN • Nested-Legend Arrangement – Smaller symbols drawn within larger – Requires less available space than linear More logical ordering of ranges More = Higher Less logical ordering of ranges LEGEND DESIGN • Placement of legend definitions Adjacent to Symbols Adjacent with Leader Lines Within Symbols LEGEND DESIGN • • Which representative symbols should be included? Range-Graded Scaling – One for each class – Easy visual discrimination LEGEND DESIGN • • Which representative symbols should be included? (cont.) Mathematical or Perceptual Scaling – Largest, smallest, and intermediate – Easy visual discrimination Alternatively, include symbols that are similar in size to the most common sizes on the mapped area LEGEND DESIGN • Nested-legend used to differentiate between increase and decrease LABELING PROPORTIONAL SYMBOLS LABELING SYMBOLS • Proportional symbols should be labeled as ordinary point symbols – According to the guidelines presented in the Typography lecture Sequence of Preferred Locations TIPS FOR LABELING AREAS LABELING AREAS • Default labeling style LABELING AREAS • Convert to upper case UCase([STATE_NAME]) LABELING AREAS • Exaggerate letter/word spacing LABELING AREAS • Screen back (it’s base information) (Water labels should be 100% Cyan) TIP FOR FILTERING LABELS FILTERING LABELS • Use VBScript in label expression – To show only certain labels Function FindLabel ([CNTRYNAME]) if ([CNTRYNAME] = "France" OR [CNTRYNAME] = "Italy") then FindLabel = Ucase([CNTRYNAME]) end if End Function FILTERING LABELS • Use VBScript in label expression – To hide certain labels Function FindLabel ([CNTRYNAME]) if ([CNTRYNAME] <> "France") then FindLabel = Ucase([CNTRYNAME]) end if End Function TIPS FOR FILTERING FEATURES FILTERING FEATURES • All cities FILTERING FEATURES • Belgian cities FILTERING FEATURES • Large Belgian cities FILTERING FEATURES • Large Belgian and large Dutch cities PROPORTIONAL SYMBOL MAPPING Cartographic Design for GIS (Geog. 340) Prof. Hugh Howard American River College