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Geohistory-Géohistoire Canada:
Developing a partnership for
historical GIS and mapping in
Canada
October 20, 2016
NACIS co...
Why a Canadian Historical GIS Partnership?
INFRASTRUCTURE, COMMUNITY, COLLABORATION
Especially for Historians, Librarians,...
Examples of Other National HGIS Agencies or
Projects
Share Data discovery tools – possibly tying in
existing systems (also meta-data, standards …)
Share data from previous projects – especially
“orphan data” – also in data creation …
Share experiences visualizing historical GIS data -
existing tools and need for new
Submitted November 2014
Canadian Historical Geographic Information Systems
Partnership
Development grant – so only modest ...
The Canadian HGIS Partnership will work towards its goals
by achieving the following objectives over the course of
a two y...
The Canadian HGIS Partnership - Year 1: White Papers
1. Evolution of Historical GIS development in Canada
2. Survey/invent...
1. Brief overview of HGIS web-geovisualization landscape.
Brief review of literature, discussion of best practices, few se...
Conceptual model:
Figure 3. Roth's re-working of MacEachren’s “Cartography cube” (Roth 2013)
2. Classification of web geo-v...
Draft version
Classification
of web
geo-visualization
technologies more
or less suitable
for HGIS
a) Standardized descriptive comparison of different methods
Evaluation of selected technologies through three methods:
Cla...
b) Competitive analysis study rating different technologies for functionality
and ease of use
Evaluation of selected techn...
List of candidate
web-mapping
technologies
included in
User Needs
Assessment Survey
Classification
of web
geo-visualization...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey made available online for HGIS web-mapping
users, designers and developers – or interested in d...
c) Needs assessment survey Section 3: Experience using web-mapping
technologies: Descriptive analysis of responses, sorted...
c) Needs assessment survey Section 3: Experience using web-mapping technologies:
Descriptive analysis of responses, sorted...
c) Needs assessment survey Section 4: Future considerations for
historical web-mapping
Analysis
(informal)
of optional,
op...
c) Needs assessment survey Section 4: Future considerations for historical web-
mapping
Analysis (informal) of open ended ...
5. Next steps: Developing principles of practice and for Canadian
HGIS web-mapping activities, and plan to implement these...
5. Next steps: Developing principles of practice and for Canadian
HGIS web-mapping activities, and plan to implement these...
Next steps: Developing principles of practice and for Canadian
HGIS web-mapping activities, and plan to implement these in...
Whitepaper: Historical GIS visualization/web-mapping
Next steps: Developing principles of practice and for Canadian
HGIS w...
Next steps: Developing principles of practice and for Canadian
HGIS web-mapping activities, and plan to implement these in...
c. Comparative examples of web-mapping approaches: Examples of
historical webmapping projects using the same data and citi...
END
Geohistory-Géohistoire Canada:
Developing a partnership for
historical GIS and mapping in
Canada
October 20, 2016
NACI...
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Geohistory-Géohistoire Canada: Developing a partnership for historical GIS and mapping in Canada

NACIS 2016 Presentation
Byron Moldofsky, GIS and Cartography Office, Department of Geography and Planning, University of Toronto
Marcel Fortin, Map and Data Library, University of Toronto
The Canadian Historical Geographic Information Systems (HGIS) Partnership Development Project is a diverse group of geographers, historians, librarians, research NGOs, GIS companies, and members of the public. We are working to improve our collective ability to research historical subjects using GIS, and map them, primarily on the web. We are reaching out to the larger HGIS community to consolidate knowledge about what kinds of resources are currently available, and what will be needed in the future - not only to build historical GIS data and tools, but also to facilitate collaboration and data-sharing. In the first year of this two-year project we are laying the groundwork by reviewing current capabilities and needs, including doing a user needs survey for HGIS web-mapping. This presentation will present preliminary results from this study, and will discuss plans for pilot projects in the coming year.

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Geohistory-Géohistoire Canada: Developing a partnership for historical GIS and mapping in Canada

  1. 1. Geohistory-Géohistoire Canada: Developing a partnership for historical GIS and mapping in Canada October 20, 2016 NACIS conference Byron Moldofsky GIS and Cartography Office, Department of Geography Project Manager With contributions from Marcel Fortin Map and Data Library Prinicipal Investigator University of Toronto Kevin Roy, RA, University of Toronto Haydi Wong, RA, University of Toronto James Clifford, collaborator, University of Saskatchewan Glenn Brauen, collaborator, University of Toronto at Scarborough
  2. 2. Why a Canadian Historical GIS Partnership? INFRASTRUCTURE, COMMUNITY, COLLABORATION Especially for Historians, Librarians, Private researchers without access to or a lot of expertise in GIS • Work to establish research infrastructure • Work to enable research collaboration • Work to enable research communication (between researchers and with the public) • Work to share Canadian HGIS resources (avoid duplication / “re-digitizing the wheel”)
  3. 3. Examples of Other National HGIS Agencies or Projects
  4. 4. Share Data discovery tools – possibly tying in existing systems (also meta-data, standards …)
  5. 5. Share data from previous projects – especially “orphan data” – also in data creation …
  6. 6. Share experiences visualizing historical GIS data - existing tools and need for new
  7. 7. Submitted November 2014 Canadian Historical Geographic Information Systems Partnership Development grant – so only modest funding, for building the partnership and pilot projects Partners and Collaborators from across the country and across disciplines Results of competition announced Aug 2015 – 2-yr Time frame to September 2017 SSHRC Partnership Development Grant Proposal
  8. 8. The Canadian HGIS Partnership will work towards its goals by achieving the following objectives over the course of a two year period: 1. Build and expand a network of Canadian researchers and community members engaged in Historical GIS (Year 1) 2. Produce and disseminate a series of White Papers on HGIS methods (Year 1) 3. Develop HGIS-specific implementation standards for Geospatial data structure and for Research Data 4. Build a pilot version of an open, accessible Historical GIS data portal. 5. Build a pilot version of an open, accessible interactive mapping website. Mid-project conference was June 20, 2016 to share results AND gather feedback and input for next year’s development Objectives of proposed project
  9. 9. The Canadian HGIS Partnership - Year 1: White Papers 1. Evolution of Historical GIS development in Canada 2. Survey/inventory/catalogue of Canadian HGIS datasets 3. Standards for historical Geospatial data, focusing on those for Research Data Management and Preservation 4. Historical GIS visualization methods: Existing and emerging, concentrating on web-mapping 5. Historical GIS Geoportal Development 6. Historical GIS Educational Impacts: HGIS in the Community and Classroom White Papers on Historical GIS methods (Year 1)
  10. 10. 1. Brief overview of HGIS web-geovisualization landscape. Brief review of literature, discussion of best practices, few selected example websites 2. Classification of current web geo-visualization technologies Types of technologies, and which are more or less suitable to different HGIS needs 3. Evaluation of selected technologies through three methods: a) Standardized descriptive comparison of different methods b) Competitive analysis study rating different technologies for functionality and ease of use c) Users needs assessment survey made available online for HGIS web- mapping users, designers and developers 4. Results of Canadian Historical Web-mapping User Needs Survey 5. Developing principles of practice for Canadian HGIS web-mapping activities, and plan to implement these in our Partnership development pilot Whitepaper: Historical GIS visualization/web-mapping
  11. 11. Conceptual model: Figure 3. Roth's re-working of MacEachren’s “Cartography cube” (Roth 2013) 2. Classification of web geo-visualization technologies Types of technologies, and which are more or less suitable to different HGIS needs Primarily presentation Primarily interaction Roth, R. E. (2013). Interactive maps: What we know and what we need to know. Journal of Spatial Information Science, (6), 59-115.
  12. 12. Draft version Classification of web geo-visualization technologies more or less suitable for HGIS
  13. 13. a) Standardized descriptive comparison of different methods Evaluation of selected technologies through three methods: Classification: According to classification system outlined above in Figure 4 (Classification scheme) Description: Short textual description and analysis of the experience using technology. Base Platform or Application: User interface: Programming language(s): Base map source(s): Level of expertise for Programming: Level of expertise for GIS: License/restrictions: Cost: This format has much in common with the work of the "GeoDirt" folks - the Geohumanities Special Interest Group of the Association of Digital Humanities Organizations (http://geohumanities.org/geodirt.) We are exploring collaboration opportunities.
  14. 14. b) Competitive analysis study rating different technologies for functionality and ease of use Evaluation of selected technologies through three methods: Roth et al. 2014 REPRESENTATION and INTERACTION techniques Results of Rating of each technique for each candidate technology Effective visual representation? Still useful as model? Developed adapted version of this for Historical GIS web- mapping; Currently on hold Roth, R.; Donohue, R.; Sack, C.; Wallace, T.; & Buckingham, T. (2014). A process for keeping pace with evolving web mapping technologies. Cartographic Perspectives, 78, 25-52.
  15. 15. List of candidate web-mapping technologies included in User Needs Assessment Survey Classification of web geo-visualization technologies more or less suitable for HGIS Data-Visualization Linked to Map Quadrigram www.quadrigram.com Palladio hdlab.stanford.edu/projects/palladio Tableau tableau.com Viewshare viewshare.org Dynamic Map-Centered Presentations ESRI Storymaps storymaps.arcgis.com StoryMapJS storymap.knightlab.com Kartograph www.kartograph.org Time-Enabled Map- Mounting Services Mapstory mapstory.org Google Earth API (Timeslider) developers.google.com/earth/documen tation/time (deprecated) replaced by developers.google.com/kml/documenta tion/time TimeMapper timemapper.okfnlabs.org Timemap.js code.google.com/p/timemap (Google map version of Simile timeline http://www.simile- widgets.org/timeline/ Neatline neatline.org Heurist heuristnetwork.org/ APIs: Exposing a Subset of Functionality for Web Map Mashups (generally built on open libraries) Google Maps API developers.google.com/maps Bing Maps API www.bingmapsportal.com Open Libraries: Supporting Client-Side Map Rendering Openlayers openlayers.org Leaflet leafletjs.com D3 d3js.org Frameworks: Providing a full stack of Client- and Server-Side Technologies MapBox www.mapbox.com Boundless (OpenGeo) boundlessgeo.com CartoDB cartodb.com MapServer mapserver.org Geomoose geomoose.org ESRI ArcGIS Online www.arcgis.com/home Technology category Web-mapping technology URL
  16. 16. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future (Survey mounted online on May 2, 2016, and closed to responses on June 15, 2016) Evaluation of selected technologies through three methods: Survey adapted from: Roth, R.; Donohue, R.; Sack, C.; Wallace, T.; & Buckingham, T. (2014). A process for keeping pace with evolving web mapping technologies. Cartographic Perspectives, 78, 25-52.
  17. 17. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods:
  18. 18. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Preliminary results: Descriptive analysis of responses Section 2 Part 1: Needs and Desires: Design/Functionality Multiscale: How important is it that the display of thematic map content responds seamlessly to change in map scale (i.e. zooming in to show more detail on content layers)? Interactivity: How important is it that the technology allows change in the map display to respond to user requests (egs. layer controls, pop-ups)? Exploreability: * How important is the ability of the technology to allow user exploration i.e. “drilling down” into map data by means of query-based selection, reclassification, etc. ? Timeline: *How important is it that the technology easily incorporates time-line or time slider controls to the map display? Animation: How important is it that there is dynamic movement of features or objects on the map? Cartographic design: How important is it that the technology allows the designer to customize the symbolization and look and feel of the map itself? Interface design: How important is it that the technology allows the designer to customize the interaction and look and feel of the user interface to the map?
  19. 19. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Numberofrespondents Preliminary results: Descriptive analysis of responses, frequency distribution Expectations: All “important” Goal: Look at unexpected “Not”s or “Extremely”s and use them to help understand our stakeholders * *Rating of Characteristic * n = 50 Professor/teacher (12) Student (7) Librarian (13) Researcher/analyst (14) Commercial (4)
  20. 20. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Preliminary results: Descriptive analysis of responses, categorized by user group * **
  21. 21. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Preliminary results: Descriptive analysis of responses, frequency distribution *
  22. 22. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Preliminary results: Descriptive analysis of responses, categorized by user group *
  23. 23. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Preliminary results: Descriptive analysis of responses, frequencies * *
  24. 24. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods: Preliminary results: Descriptive analysis of responses, categorized by user group * *
  25. 25. c) Needs assessment survey made available online for HGIS web-mapping users, designers and developers – or interested in doing it in future Evaluation of selected technologies through three methods:
  26. 26. c) Needs assessment survey Section 3: Experience using web-mapping technologies: Descriptive analysis of responses, sorted by level of engagement * * *
  27. 27. c) Needs assessment survey Section 3: Experience using web-mapping technologies: Descriptive analysis of responses, sorted by level of engagement AND user group * * *
  28. 28. c) Needs assessment survey Section 4: Future considerations for historical web-mapping Analysis (informal) of optional, open ended textual questions, looking for insights and trends
  29. 29. c) Needs assessment survey Section 4: Future considerations for historical web- mapping Analysis (informal) of open ended textual questions, looking for insights and trends Examples: Summary by K. Roy and H. Wong We are considering creating a "Historical web-mapping technology profiles" section on our project website, where different technologies would be described and reviewed, and users would be able to comment based on their own experience and make recommendations about usefulness or suggestions for improvements. Is this something that would interest you and to which you might contribute based on your own experience? Response Rate (30/50) Is this something that would interest you and to which you might contribute..? Most respondents said yes and would find it useful/insightful (25) Some said maybe or that they would read but not contribute. (4) One user said it was not necessary/appropriate for this project, more important to focus on specific technologies/tools (1) Selected interesting comments "I believe so. It is often that I find that I have never heard of a technology/tool that would have made my work better and easier. Having a place where I can browse and read about existing mapping technologies sounds great!" "This would be useful. It might also be interesting to backwards engineer existing websites. "How did they do that" kind of posts." "It would be useful to have a compiled list of various web-mapping technologies available to better understand their applications." *
  30. 30. 5. Next steps: Developing principles of practice and for Canadian HGIS web-mapping activities, and plan to implement these in our Partnership development pilot website (Proposed) Principles of practice for Canadian HGIS Partnership web-mapping activities 1. Support long-term sustainability and sharing of data and mapping 2. Support of visualization for both presentation purposes and data exploration and analysis 3. Support transparency of the web-mapping process, through good meta-data and documentation 4. Support of multiple platforms, both technical (OS, browsers) and mapping (including proprietary and FOSS4G technologies) 5. Working collaboratively to avoid duplication of effort and competition among current collaborators and potential partners Whitepaper: Historical GIS visualization/web-mapping *
  31. 31. 5. Next steps: Developing principles of practice and for Canadian HGIS web-mapping activities, and plan to implement these in our Partnership development pilot website (Proposed) CHGIS Partnership development web-mapping pilot website activities a. Analytical evaluation framework: A set of questions to consider and evaluate in deciding on historical web-mapping approach and technology - a checklist that will constitute a "visualization needs analysis" for a specific historical GIS data set and use scenario b. Historical web-mapping technology profiles: Standardized descriptive comparison of technologies, incorporating "reviews“ c. Comparative examples of web-mapping approaches: Examples of historical web-mapping projects using the same data and citing the same goals but using contrasting technologies Whitepaper: Historical GIS visualization/web-mapping
  32. 32. Next steps: Developing principles of practice and for Canadian HGIS web-mapping activities, and plan to implement these in our Partnership development pilot website a. Analytical evaluation framework: A set of questions to consider and evaluate in deciding on historical web-mapping approach and technology - a checklist that will constitute a "visualization needs analysis" for a specific historical GIS data set The questionnaire or checklist would try to ascertain the following: 1. What are the stated communication goals for the webmap? 2. What is the target audience for the webmap? 3. What are the range of interaction options required for the webmap? 4. Given the above, what are the appropriate data to include for the webmap? 5. Given the above, what is the range of representation options for the webmaps? 6. Given all these, what is the range of technological options for the webmaps? 7. Can we come up with a list of “recommended” technology options? Whitepaper: Historical GIS visualization/web-mapping
  33. 33. Whitepaper: Historical GIS visualization/web-mapping Next steps: Developing principles of practice and for Canadian HGIS web-mapping activities, and plan to implement these in our Partnership development pilot website b. Historical web-mapping technology profiles: Standardized descriptive comparison of technologies, incorporating "reviews” • The “Standardized descriptive comparison” of web- mapping technologies used to generate a set of historical web-mapping technology profiles • Collaborators and partners who have expertise in many of these technologies, will help in completing these descriptions • We also suggest a “technologies review” section, where people could post reviews, or comment on others’ opinions about technologies. • This format has much in common with the work of the "GeoDirt" folks - the Geohumanities Special Interest Group of the Association of Digital Humanities Organizations (http://geohumanities.org/geodirt.) We have been in contact with them recently to see what collaboration can be established, and what resources shared
  34. 34. Next steps: Developing principles of practice and for Canadian HGIS web-mapping activities, and plan to implement these in our Partnership development pilot website c. Comparative examples of web-mapping approaches: Examples of historical webmapping projects using the same data and citing the same goals but using contrasting technologies i.e. take some "typical" sample sets of historical GIS project data, enunciate specific goals for each of these in terms of the web- mapping priorities we learned about in our users' needs survey, run these through the analytical evaluation framework outlined above (by way of illustrating that process) and then develop web-maps and mount them online using several different technologies which have been identified as likely candidates Whitepaper: Historical GIS visualization/web-mapping
  35. 35. c. Comparative examples of web-mapping approaches: Examples of historical webmapping projects using the same data and citing the same goals but using contrasting technologies Whitepaper: Historical GIS visualization/web-mapping eg: Historical Atlas of Canada Online Learning Project Map of population Density by CD, Time-Series data, Growth of population Using (for eg.): • ArcGIS Online • CartoDB • Openlayers • Others?
  36. 36. END Geohistory-Géohistoire Canada: Developing a partnership for historical GIS and mapping in Canada October 20, 2016 NACIS conference Byron Moldofsky Byron@geog.utoronto.ca http://geohist.ca

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