Charlene Nielsen, MSc.

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GIS Project Issues Charlene Nielsen, MSc charlene.nielsen@ualberta.ca 492-93979397 B414 BioSci Building www.biology.ualberta.ca/facilities/gis Introduction to GIS in Ecology What a GIS is not What is a GIS? GIS is linking databases to maps Types of spatial data Data issues in a GIS Conducting a GIS analysis Common types of spatial analyses When (not) to use GIS in ecology Advice on using GIS Learning options Intro to the basics: GIS software File management skills Symbolizing Classifying data 2 ccn@ualberta.ca 1

What a GIS is not GPS Global Positioning System GPS data can be used in GIS analyses Static Map Digital/paper map is an input or product of GIS A way to visualize output from GIS analyses Software Functions and tools needed to store, analyze, and display geographic information Requires hardware, data, and personnel in complete system Database Set of tables containing data that can be accessed or reassembled in many different ways Requires link to spatial data 3 What is a GIS? G Geographic Earth Description 3 W s of Geography what is where? why is it there? why do you care? 80% of all data has a spatial component Information Turn data into information Location data (how many, what kind, where) Scale of data (local to global) Data presentation (words, graphs, tables, maps) I S System Personnel, Hardware, Software, Data, and Analytical Methods Organized to automate, manage, and deliver information through geographic presentation 4 ccn@ualberta.ca 2

GIS is a method to visualize, analyze, and display spatial data the process of combining layers of information about a place to give you a better understanding of that place Hardware People GIS Software Analyses Data 5 linking databases to maps A GIS is essentially a database that understands geometry Tables of data can be linked together and joined to vector or raster spatial data if they share a common attribute or ID 6 ccn@ualberta.ca 3

Types of spatial data Data Model Description Models discrete features as points (coordinates) Vector Models discrete features as points (coordinates), lines (arcs), and polygons (areas) with precise boundaries and shapes with attributes Example file types vector coverages, shapefiles, CAD drawings Raster Models continuous phenomena in a surface divided into a regular grid of cells (pixels) each having an associated attribute value Example file types grid coverages, satellite imagery, digital photos 7 Data issues in GIS SOURCES MAP PROJECTIONS ATTRIBUTES META Investigate and acquire the various sources of data that meet your analysis criteria. Digitized and scanned maps Databases (tabular data) GPS Remote sensing/airphotos Field sampling of attributes Consider: What you want to do with the data Data sharing agreements Latest data available Geographic extent, scale, etc. 8 ccn@ualberta.ca 4

Data issues in GIS SOURCES MAP PROJECTIONS ATTRIBUTES META For all data layers to match up correctly when drawing them on top of each other or combining them to see relationships, they must be in the same: Map Projection mathematical translation of locations on the globe onto the flat surface of a map Coordinate System specified units used to locate features in twodimensional space and the origin point of those units 9 Data issues in GIS SOURCES MAP PROJECTIONS ATTRIBUTES META Each geographic feature has attributes - particular types or categories of information - that identify, describe, or represent an associated magnitude. GIS analysis depends partly on the type of attributes: Categories = groups of similar things Ranks = ordered features Counts = actual total number Amounts = measurable quantity Ratios = proportions and densities 10 ccn@ualberta.ca 5

Metadata! the all-important ancillary information associated with a GIS data layer or coverage that characterizes the data set content, quality, condition and other characteristics: date of production and creator s name data type: raster or vector coordinate system, projection, datum subject content and limitations attributes (database fields) and data dictionary scale: minimum map unit/cell size resolution...and much, much, more as necessary information that describes, or documents, a geographic dataset to facilitate the intelligent use of it 11 Conducting a GIS analysis -1 Objectives & Criteria Frame your question and define your criteria Specify how and who will use your analysis Determine the geographic boundaries for the region of interest Select the appropriate map scale (resolution, precision, accuracy) OBJECTIVES & CRITERIA 1 5 PRESENT INFORMATION ASSEMBLE 2 4 3 ANALYZE PROCESS 12 ccn@ualberta.ca 6

Conducting a GIS analysis -2 Assemble Data Acquire existing data Create new data (digitize/field work) Check for errors and omissions Licensing and data sharing agreements Understand metadata OBJECTIVES & CRITERIA 1 ASSEMBLE 5 PRESENT INFORMATION 2 4 3 ANALYZE PROCESS 13 Conducting a GIS analysis -3 Process Data Import/convert files Define coordinate systems and match projections Extract/modify existing features Update attribute if information Generate symbology and explore data Document metadata OBJECTIVES & CRITERIA 1 5 PRESENT INFORMATION ASSEMBLE 2 4 3 PROCESS ANALYZE 14 ccn@ualberta.ca 7

Conducting a GIS analysis -4 Analyze Data Often, more than one method to get the information you need Select by location or by attribute, create buffers, overlay layers Do calculations, apply complex modelling See Common types of spatial analyses OBJECTIVES & CRITERIA 1 5 PRESENT INFORMATION ASSEMBLE 2 4 3 PROCESS ANALYZE 15 Conducting a GIS analysis -5 Present Information Interpret the output Decide whether the information is valid or useful, or if you should revisit previous steps in your analysis Design map layout Create graphs Export tables Write reports OBJECTIVES & CRITERIA 1 5 ASSEMBLE PRESENT INFORMATION 2 4 3 ANALYZE PROCESS 16 ccn@ualberta.ca 8

You may need to revisit previous steps! ASSEMBLE 2 OBJECTIVES & CRITERIA 1 3 PROCESS 5 PRESENT INFORMATION 4 ANALYZE 17 Common types of spatial analyses Where things are Find places that have the features you are looking for Find patterns by looking at the distribution of features The most and the least Find places that meet certain criteria and take action To see the relationships between places Density Measure the number of features using a uniform areal unit, such as hectares or square meters, to clearly see the distribution What s inside Monitor what is happening within a specific area What s nearby Find out what is occurring within a set distance of a feature Change To see where and how things move over a period of time Anticipate future need To see the impact before and after an action or event 18 ccn@ualberta.ca 9

When (not) to use GIS in ecology PROs: Combine, measure, and analyze data reliably and consistently Alternative sources of spatial data Facilitates broad-scale study of relatively inaccessible areas Alternatives to GIS include: Databases Digital cartography Spreadsheets Image analysis Statistical packages, etc. CONs: Lack of digital data Lack of time for data collection and entry Lack of experience and familiarity with the software False precision (obscuring sources of error) A technology-led approach Over-investment in data irrelevant to decision making 19 Advice on using GIS Keep it simple Use existing data where possible Plan ahead and conceptualize Document the methods and sources of data used Check results to determine if output is valid/useful Consult with experienced GIS users on database management, data needs, GIS procedures Gain experience and familiarity with the software AND the concepts 20 ccn@ualberta.ca 10

Learning options UofA credit courses BIOL 471/571 Landscape Ecology Other Departments have various levels of excellent GIS instruction http://www.biology.ualberta.ca/facilities/gis/?page=769 Informal education ESRI Virtual Campus: http://training.esri.com www.biology.ualberta.ca/facilities/gis/index.php?page=484#virtualcampus ESRI ArcGIS user manuals have tutorial chapters GIS Short Courses in Ecology Free, non-credit, hands-on demonstrations of GIS tools and applications Currently 9 courses, with more being developed 21 GIS software File management skills Symbolizing Classifying Intro to the basics Always keep a GIS notebook beside your computer to jot down: notes on sources (e.g. website) of your data ~ informal metadata ~ details on any processing you perform ~ information on useful help files ~ step-by-step t instructions ti on the analyses you execute to answer your research questions ~ etc. This will fast become an invaluable and personal GIS bible for you! 22 ccn@ualberta.ca 11

GIS software The software used in the short courses (B118) and installed in the GIS Research Lab (B418) is ArcGIS by Environmental Systems Research Institute (ESRI) ~$185 (prairiessales@esricanada.com) ESRI Canada ~$195 (gordana.brouilette@ualberta.ca) UofA AICT One-year student license ArcView and all extensions for ArcGIS www.esri.com 23 GIS file formats File management skills www.grime.net/gistools/a-z.htm g Bio_print and Shared_GIS servers Managing GIS data files (storing, transferring, naming) Windows Explorer ArcCatalog Zip GIS data files prior to e-mailing www.zipgenius.it Database practices (MS Excel vs. MS Access): http://www.microsoft.com/education/howto.mspx 24 No spaces! ccn@ualberta.ca 12

GIS file formats Shapefile A vector data storage format that stores the shape and location (*.shp), attributes (*.dbf), and lookup index (*.shx) of geographic features in a set of related files having the same prefix that must be kept together in the same directory Coverage A vector OR raster "folder-based" data storage format that stores geographic features (as arcs, nodes, polygons, and label points OR grid cells) in a self-named folder and the associated attributes and spatial relationships in an info folder WINDOWS EXPLORER WINDOWS EXPLORER 25 GIS file formats E00 An interchange file format that is used to transfer vector OR raster coverages between computers (*. E00) Requires importing using a specific application or utility with your GIS software Image A raster representation or description of a scene usually yproduced by an optical or electronic device; e.g. satellite data, digital aerial photographs, and scanned maps Many file formats TIFF, JPEG, BIL, DEM, IMG, SID, etc. some require importing using a special extension 26 WINDOWS EXPLORER ccn@ualberta.ca 13

GIS file formats Geodatabase A container that stores a collection of datasets as a folder with a name ending in.gdb (file geodatabase) or.mdb (personal geodatabase). Vector datasets are stored as feature classes. Other objects, such as raster datasets and tables, are also stored in the geodatabase. It is the recommended native data format for ArcGIS stored and managed in a file system folder. WINDOWS EXPLORER 27 References Crosier, Scott, Bob Booth, Kathy Dalton, Andy Mitchell, and Kristin Clark. 2004. Getting Started with ArcGIS. Environmental Systems Research Institute, Inc. ESRI. 2004. GIS.com - Your Internet Guide to GIS (Geographic Information Systems). ONLINE: www.gis.com Longley, Paul A., Michael F. Goodchild, David J. Maguire,and David W. Rhind. 2001. Geographic Information Systems and Science. John Wiley & Sons, Ltd. Chichester UK. Mitchell, Andy. 1999. The ESRI Guide to GIS Analysis. Volume 1: Geographic Patterns and Relationships. Environmental Systems Research Institute, Inc. Wadsworth, Richard and Jo Treweek. 1999. Geographical Information Systems for Ecology: An Introduction. Addison Wesley Longman Ltd. 28 ccn@ualberta.ca 14

Guidelines for symbolizing your data Choice and arrangement of symbols are key to making your map easy to understand and depends on type of map: Reference map = show location of features; e.g. atlas, topographic map, study area map in a publication Thematic map = show structure and distribution of phenomena; e.g. population, climate, densities of organisms Effective symbols take advantage of common associations that people make: Color = blue for water and green for vegetation Symbol size = thick line for a busier or more important road than one drawn with a thinner line 29 Guidelines for symbolizing your data You may symbolize all of a layer's features in two ways: With the same symbol Distinguishes features in different layers; e.g. GPS vs telemetry locations Based on an attribute Indicate different types of features in the same layer; e.g. vegetation areas such as forest, grassland, and water The type of symbology you use to create a thematic map depends on whether an attribute's values are: Categories e.g. ecoregion, wetland type, habitat rating Quantities e.g. population, number of observations, length 30 ccn@ualberta.ca 15

Classifying data Feature quantities are typically represented on a map by creating classes (groups of features with similar numeric values) and assigning a different symbol to each class Commonly symbolized as graduated size and graduated color to aid in visualizing geographic distribution patterns When symbolizing features based on quantities you decide: How many classes to have generally fewer is better ~ 3-7 classes but this depends on colour scheme What method to use What kind of symbology to use i.e. Graduated colors or graduated symbols 31 Guidelines for classifying your data The best classification scheme for a given layer depends on: Purpose of the map Characteristics of the data Cartographic considerations How easily the resulting map can be understood Two approaches to choosing a classification method: Let the data inform your decision Examine the histogram and resulting maps to help guide your choice ce Choose a classification scheme first Let the attribute values fall where they may when you have a scientific or statistical reason for using a particular classification method with particular data, or you have predetermined standards or criteria that dictate the method or number of classes 32 ccn@ualberta.ca 16

Classification methods METHOD: Natural breaks WHEN TO USE: Attributes are distributed unevenly across the overall range of values NUMBER OF CLASSES Choose a number that best reflects the natural groups of attributes t you want to show 5 Natural Breaks 0.0-273.5 273.6-434.6 434.7-557.5 557.6-716.6 716.7-943.3 33 Classification methods METHOD: Equal Interval WHEN TO USE: All classes should have the same range NUMBER OF CLASSES Choose a number that produces an easily understood interval (2, 50, 1000, etc.) or, the number of classes that produces a map with your intended message 5 Equal Interval 0.0-188.7 188.8-377.3 377.4-566.0 566.1-754.6 754.7-943.3 34 ccn@ualberta.ca 17

Classification methods METHOD: Quantile WHEN TO USE: Attributes are distributed evenly distribution across the range of values NUMBER OF CLASSES Choose a number that makes sense for the purpose of your map 5 Quantile 0.0-385.7 385.8-449.9 450.0-499.5 499.6-630.6 630.7-943.3 35 Classification methods METHOD: Standard Deviation WHEN TO USE: Show how much a feature s attribute value varies from the mean NUMBER OF CLASSES Choose the interval size and ArcMap calculates the mean value and the standard deviations from the mean to use in creating class breaks 1 Standard Deviation < -2.5 SD -2.5 - -1.5 SD -1.5 - -0.5 SD -0.5-0.5 SD 0.5-1.5 SD 1.5-2.5 SD > 2.5 SD 36 ccn@ualberta.ca 18