Cartesius Manual V01 - English
Cartesius Manual
English Version 1
TABLE OF CONTENT
1
Introduction
3
2
Cartesius catalogue
4
2.1
Use of Catalogue ............................................................................................................................... 4
2.1.1
2.1.2
2.1.3
2.1.4
3
Search in our collection ........................................................................................................ 4
Using Search Page Results .................................................................................................. 10
Cartesius viewer .................................................................................................................. 15
Contact and general information ........................................................................................ 15
MyCartesius
17
3.1
What is MyCartesius ....................................................................................................................... 17
3.2
Access to MyCartesius .................................................................................................................... 17
3.3
Finding content and groups ............................................................................................................ 18
3.3.1
Using search ........................................................................................................................ 18
3.3.2
Using advanced search ....................................................................................................... 19
3.3.3
Viewing search results ........................................................................................................ 22
3.4 Using the Cartesius viewer ............................................................................................................. 23
3.4.1
Authoring web maps? ......................................................................................................... 23
3.4.2
Overview of the Cartesius viewer ....................................................................................... 23
3.4.3
Choosing an area ................................................................................................................ 24
3.4.4
Choosing a basemap ........................................................................................................... 24
3.4.5
Adding layers from web ...................................................................................................... 26
3.4.6
Adding layers from file ........................................................................................................ 30
3.4.7
Add map notes .................................................................................................................... 30
3.4.8
Save and share your map .................................................................................................... 32
3.5 Managing your content, groups and profile as User ...................................................................... 33
3.5.1
3.5.2
3.5.3
3.5.4
Register as user ................................................................................................................... 33
User profile ......................................................................................................................... 33
Content ............................................................................................................................... 35
Groups................................................................................................................................. 39
1
Introduction
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Cartesius Manual V01 - English
1 INTRODUCTION
This manual describes the functionality of the Cartesius website. This website consists of two parts: the catalogue
of old maps (accessible via ‘Search’) and a geolaboratory (accessible via ‘MyCartesius’).
In the first part, all functionalities of the Cartesius Geoportal or metadata library are described. In the second
part MyCartesius (Portal for ArcGIS) is described. This one allows you to share maps, applications, and other
geographic information with other people in your organization. The content that you share is delivered through
a website, customized to fit your organization's look and feel.
For example, with Portal for ArcGIS you can:
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Create, save, and share web maps
Create and host web mapping apps
Search for GIS content within your organization
Create groups for sharing GIS information with coworkers
Share links to GIS applications
Share map and layer packages for use in ArcGIS for Desktop
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2 CARTESIUS CATALOGUE
2.1 USE OF CATALOGUE
2.1.1 Search in our collection
Two kinds of criteria can be used for searching: geographic criteria (coordinates – left part of the search page) or
textual criteria (alphanumerical – right part of the search page
Geographical
Textual
If you get “too many” search results, you can use both methods in order to refine your results. You will probably
get the best results by combining both search methods.
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Cartesius Manual V01 - English
The simple “textual” searches are available by default on the search screen, additional search filters are available
with the buttons “Advanced” or “Extended filter”.
2.1.1.1 Geographic Search (searching using a map)
2.1.1.1.1 Why?
Searching old maps with a classical query often is a time-consuming and complex task. A description such as
“Map of the western part of the County of Flanders in the 17th century”, for instance, does not tell anything
about what the map looks like. Moreover, it is difficult to find this map with a typical query on title, author etc.
Even though the description may be very detailed, it is very likely that a search with words does not yield the
result you were looking for.
This is why we have geolocalized our maps. In other words, we have added coordinates to the description of
each old map, which indicate the area that would be covered by a present-day map.
If you indicate the area on the map for which you are looking for maps, the computer can use the coordinates to
find the old maps in the catalogue which cover the area you have indicated. This way, you don’t have to worry
about the textual description (the title, the language and their vagueness).
2.1.1.1.2 Using geographic criteria for your search
Define the spatial extent (your area of interest) of the records to be returned from the search by
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
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
zooming in or out using the arrows or slider on the search map, your mouse wheel, or a double click
(Map navigation tool)
panning the map by clicking and dragging it
centering on Belgium or Central Africa by clicking one of the bookmarks
using the locate tool to help you find a place on the map
Locate tool
Bookmarks
Basemaps
Map
navigation
tool
Geographical
The part of the map that is displayed on screen is the spatial extent that the computer uses to find records that
cover (part of) that part of the map.
Click the Search button or the “Enter” key to trigger a search request.
Options
One can specify how the spatial extent is used by the search engine by ticking one of the following options:
•
•
6
Intersection (default): Search results will return resources that have their extent partially or fully
contained in the spatial extent defined in a search request
Overlapping: Search results will return resources that are only fully contained in the spatial extent
defined in a search request
Cartesius Manual V01 - English
•
Everywhere: Search results will return any resource within and outside the spatial extent defined in a
search request.
Tip: BASEMAP AIDS
The locate tool helps you find a place on the map
Type in a place name, and the portal will use a locator service to provide a list of places that have that name.
Select a place from the list, and the map will center on that place. It helps you find a place on the basemap to
define your search area. It will not be used directly to trigger a search query in the map collection.
Bookmarks: Belgium and Central Africa buttons
Click on the button to center the map on Belgium or Central Africa.
Basemap button
Click on the button to see the available basemaps you can choose from.
2.1.1.2 Textual search (alphanumerical)
The right side of the search screen is used to refine your geographic search.
Textual
2.1.1.2.1 Simple search
For the simple search fill in the search fields in the right panel on the Cartesius catalogue. You can enter a search
term in the search box (by default searching in title, author, abstract, …), fill in the creation date range (by year
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or by date) and select a scale range. For information on the buttons Intersecting, Overlapping and Everywhere
see “Geographic Search”
Click the Search button or the “Enter” key to trigger a search request.
2.1.1.2.2 Advanced search
To search on additional descriptions of the records (i.e. type of document, owner of the document, lineage, etc.)
click on the Advanced button (search screen), or Extended filters (results screen). A pop-up window opens
containing the filters listed in table 1. Set the filters and finalize by clicking ‘Apply’ followed by 'Search’ or “Enter”
to start filtering the search results. The applied advanced filters are displayed in the label area below the simple
search field and above the search results list.
Applied advanced filters
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Table 1: Overview of the search options
FILTER
HOW TO USE
Search term
input box
Use the search term input box to input a search
term (title, abstract,…) or query.
Interactive
map
spatial
extent search
Define the spatial extent of the records to be
returned from the search, using the Locate
Tool and the Map Navigation Tools.


Locate Tool: Type in a place name,
and the portal will use a locator
service to provide a list of places that
have that name. Select a place from
the list, and the map will center on
that place.
Map Navigation Tools: Zoom in or
zoom out using the arrows on the
search map or your mouse wheel.
Pan the map by clicking the map and
dragging.
OPTIONS



Everywhere: Search results will
return resources from any extent
Intersection: Search results will
return resources that have some
portion of their extent touching
or included in the area defined in
the search map
Overlapping: Search results will
return resources that are fully
contained in the area defined in
the search map
Simple options
Define default search options


When was the object created
What’s the scale of the object
Advanced
Options
When the Advanced link is selected, additional
filters can be applied to the search.
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Title
Abstract
Origin
Covered time period
Modified date
Document type
Data Category
Organization name
Distance Resolution
Lineage
Unique resource identifier
2.1.1.2.3 Sophisticated Search (Lucene query syntax)
Sophisticated powerful searches can be executed using the Lucene query syntax in the textual Search box (Title,
Author).
2.1.1.2.4 Types of documents
Georeferenced Map
A georeferenced map is a map that is defined using a geographic
projection system, i.e. each pixel has a geographic coordinate
conform the geographic projection system. Georeferenced maps
can be used in Geographic Information Systems (GIS) and for
example can be laid over another map or orthophoto that is using
the same geographic projection, which makes it possible to find
differences or similarities between the two maps.
In the case of the Cartesius-website, the services are in the
webmercator projection (like OpenStreetMap, Google maps, …).
Non-georeferenced
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A non-georeferenced map is a map that is not defined using a
geographic projection system. The pixels of the image of such a
Cartesius catalogue
map do not have a geographic reference (geographic
coordinates). As such, non-georeferenced map can be displayed
in simple image viewers, and for example cannot be overlain on
other maps (as they are not drawn using the same geographic
projection system).
Map Iconographic (City view, Photo, ...)
Any record that contains an oblique or side view of an area or
object. It can be a city view, a photo of a building, street, etc.
Aerial
An aerial photograph is a photograph that is taken from the air of
a part of the globe, but which has not been orthorectified.
Orthophoto
An orthophoto is usually a mosaic of aerial photographs that have
been orthorectified to a certain geographic projection system, i.e.
each pixel of the image has a geographic coordinate conform the
geographic projection system. Orthophotos can be used in
Geographic Information Systems (GIS) and for example can be laid
over another map or orthophoto that is using the same
geographic projection, which makes it possible to find differences
or similarities between the two items.
In the case of the Cartesius-website, the orthophotos are in the
webmercator projection (like OpenStreetMap, Google maps, …).
2.1.1.2.5 Reset search query
To reset the search query and return to the initial search page, click the (Filter) Empty link in the right panel.
2.1.2 Using Search Page Results
After submitting search criteria on the Search page, a list of matching records is returned. The list of results is
divided over pages of maximum 10 results. The footprints of the 10 results per page are displayed on the
basemap on the left panel of the screen.
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Footprints
List of results
The corresponding footprint will highlight when hovering over the record in the results list. Similarly, when
hovering over the footprint, the list of results will jump to the corresponding record, and is highlighted.
2.1.2.1 Manage results
To get a first impression of the list of records: you can choose how to sort the results, zoom to the joint extent
of the search results listed on the current result page, zoom to the initial search area like it was set when
launching the search request and by browsing through the search result pages.
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Sort results
2.1.2.1.1 Sort results
Results are shown sorted by one of seven criteria from the resource's metadata XML. You can choose how the
the results are sorted by selecting one of the following sort criteria from the Sort By drop down box:

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Relevance: If you have typed a search term in the search field at the top of the page, then results are
sorted by relevance to that search term. If you have not typed in a search term but did a search on the
other criteria (for example, a search based on just the Content Type), then the results are sorted by date
in descending order.
Title (A-Z): Sorted by Title text in alphabetical order, starting with “A" at the top (numbers have priority
over text).
Title (Z-A): Sorted by Title text in reverse alphabetical order, starting with “Z" at the top.
Ascending Date: Sorted by date modified, with the most recent listed at the bottom.
Descending Date: Sorted by date modified, with the most recent listed at the top of the list.
Ascending Area: Sorted by the size of the spatial extent, with records having a smaller extent at the top.
Descending Area: Sorted by the size of the spatial extent, with records having the largest extents at the
top.
2.1.2.1.2 Zoom to results button
The overview map will zoom to the joint extent of all search results present on this result page.
2.1.2.1.3 Zoom to searched area button
The overview map will zoom to the initial searched area like it was set when starting the search operation.
2.1.2.1.4 Search result pages
The search result pane shows the number of results and will only display 10 results per page.
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Browse through all search results by browsing through the search result pages via the buttons at the bottom of
this pane.
These allow you to:
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Navigate to a page directly via the page number
Go to first page (First)
Go to last page (Last)
Go to the next page (>)
Go to the previous page (<)
The footprints of your search results on a certain page are displayed on the map and are updated automatically
when you browse through the pages. As you scroll over the footprints in that map, the corresponding record for
that footprint will be highlighted in the search results list. Conversely, if you scroll over a particular record in the
list of search results, its spatial extent will be highlighted on the map.
2.1.2.2 Viewing records
Each record in the list of results, comprises a thumbnail of the record, a title and a date (range).


To view the item immediately, click on the thumbnail and the record will be shown on your screen.
Depending on the record it will be shown in the Cartesius viewer or an external viewer.
For more information on the item, click on the title and the record information will expand and you will
see the
o Abstract describing the document (if provided) limited to a set amount of characters
o Zoom button: to center the map on the footprint of the record
o Metadata button: to see the full description of the record in a separate tab
o Open/See map button: to see the record (image) on screen in a viewer
Click the title again to collapse the expanded record information.
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2.1.2.2.1 Footprints of search results
For each record in the search results, a footprint of that record's spatial extent is shown on the basemap in the
left panel. As you scroll over the footprints in that map, the corresponding resource for that footprint will be
highlighted in the search results list. Conversely, if you scroll over a particular resource in the list of search results,
its spatial extent will be highlighted on the map.
2.1.2.2.2 Thumbnail
The thumbnail enables you to have a first graphic impression of the record (image). If no thumbnail is displayed
then it is not defined (or the image link is broken). The thumbnail is a shortcut to open the map in the designated
viewer by clicking on it.
2.1.2.2.3 Zoom button
The Zoom link enables users to zoom to the spatial extent of the resource in the search results footprint map.
2.1.2.2.4 Metadata button
The Metadata link enables users to easily read basic information about a resource by displaying the resource's
metadata (title, publisher/originator, geographic extent, abstract, etc.) in a well-structured way. The Metadata
page also allows users to download the metadata in xml format and view/access associated URLs in the metadata
(when available).
2.1.2.2.5 Open/See map button
The Open link enables users to access the map in the designated viewer. The Open link will not appear if there
is no source information in the resource's metadata.
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2.1.3 Cartesius viewer
Depending on the record, it is opened either in the Cartesius viewer or in an external viewer of one of the
partners. When a record opens-up in the Cartesius-viewer you can combine and annotate maps, as explained in
the section about 3.4 Using the Cartesius viewer.
Cartesius viewer
2.1.4 Contact and general information
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Via the links in the footer of the Cartesius website you can consult the terms of use, contact the Cartesius team
members and read more about the Cartesius project.
Via the contact page a user can provide feedback about the site and contents. The user can fill in his/her name
and is obliged to give up an e-mail address, choose a subject and fill in a suggestion or question. By clicking ‘Send
mail’ the information is send to the selected Cartesius team member and you receive a copy of this contact
information.
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3 MYCARTESIUS
3.1 WHAT IS MYCARTESIUS
MyCartesius is a virtual map laboratory and showcase that can be (publicly) used. It allows you to make your own
maps and collections, share them with anybody you want, and place your own maps, photos, texts from the Web
onto the map in MyCartesius. Show your own story or step into other people’s story Groups.
MyCartesius has a limited amount of users and is used by selected organisations and individuals that
demonstrated to have valuable showcases for the Cartesius-website. Nevertheless, anyone can register for free
on a worldwide public portal such as ArcGIS Online (https://www.arcgis.com/home/createaccount.html) and
save maps on this portal from within the MyCartesius interface.
MyCartesius is based on Portal for ArcGIS and includes the following components:


MyCartesius portal — Make your own map laboratory or have a look in someone’s else’s
Map viewer —for designing, annotating, analyzing and saving web maps. Think of the map viewer as a
canvas in which you combine geographic information, pictures, and services to make your own map.
You can save your maps, share them with others, and embed them in apps.
Applications—MyCartesius supports user-friendly applications that allow people to interact with web
maps from your portal. For example, the map viewer allows you to plug your web maps into JavaScriptbased application templates that you can host directly from MyCartesius.

Note:
ArcGIS.com is an external website that is not liaised with the Cartesius partners. The Cartesius partners have no
responsibility over the accessibility, availability, content, policies, or any other part of or relation with
ArcGIS.com. Any use of ArcGIS.com is the sole responsibility of the user.
3.2 ACCESS TO MYCARTESIUS
Click on the tab ‘MyCartesius’ to go to the portal home page. Via the top bar you have access to the



Gallery, featuring maps that are placed in the picture. You can click an item to see it in the viewer.
Map, to open the Cartesius map viewer and editor
Groups link where you can see some featured groups that promote some interesting content. You can
consult the group content by clicking on the group icon
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3.3 FINDING CONTENT AND GROUPS
3.3.1 Using search
MyCartesius is a portal where you can have a look in someone’s map laboratory or map exhibition, or build your
own map laboratory or map exhibition. You can search the content and groups other people have created.
In the right upper corner you see a search box. Use keywords to find maps, layer, apps, tools, files, and groups in
the MyCartesius portal. Also, you can choose the type of items you're looking for from the search drop-down
menu, for example, Search for Apps. A list of relevant results will appear.
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If you don't see what you want, refine your keywords and search again. For example, if you want to find a street
map, you could enter street and choose Search for Maps. You would see a list of all the maps related to streets.
If the list is too long:


you can filter the results for a category of maps: maps, apps, groups,…
you could also search again for streets AND europe and you would then see only street maps for Europe

you can use double quotation marks to surround terms with multiple words; for example, "map
services" returns items with the term map services in a field, whereas map services returns
items with either maps or services in a field.
3.3.2 Using advanced search
You can use advanced keyword searches to narrow down your results by specifying how you want to search for
an item. Below are descriptions for the different ways you can do this.
Search fields
When performing a search for content items or groups, you can either specify a field or use the default fields.
For items, the default fields are title, tags, snippet, description, accessinformation, spatialreference, type, and
typekeywords.
For groups, the default fields are id, title, description, snippet, tags, and owner. The best match is always
returned. See the tables below for descriptions of these fields.
You can search a specific field by typing the field name followed by a colon and the term you are looking for (for
a term with multiple words, use double quotes, such as "washoe county"). If you do not use a field indicator, the
default fields are searched.
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The table below lists all searchable fields for items and groups
Content
Field
Details
Items
id
ID of the item; for example, id:4e770315ad9049e7950b552aa1e40869
returns the item for that ID.
owner
Owner of the item; for example, owner:esri returns all content published
by Esri. Field and value are case sensitive.
uploaded
Uploaded is the date uploaded; for example, uploaded:
[0000001249084800000 TO 0000001249548000000] finds all items
published between August 1, 2009, 12:00 a.m., to August 6, 2009, 8:40 a.m.
title
Item title; for example, title:"Southern California" returns items with
Southern California in the title.
type
Type returns the type of item and is a predefined field. For example,
type:map returns items with map as the type, such as map documents and
map services.
description
Item description; for example, description:California finds all items with
the term California in the description.
tags
The tag field; for example, tags:"San Francisco" returns items tagged
with the term San Francisco.
snippet
Summary; for example, snippet:"natural resources" returns items with
natural resources in the summary.
spatialreference
The spatial reference; for example, spatialreference:102100 returns
items in the Web Mercator auxiliary sphere projection.
access
The access field; for example, access:public returns public items. This field
is predefined, and the options are public, private, or shared. You will only
see private or shared items that you have access to.
The ID of the group; for example,
group
group:1652a410f59c4d8f98fb87b25e0a2669 returns items within the given
group.
Groups
20
numratings
Number of ratings; for example, numratings:6 returns items with six
ratings.
numcomments
Number of comments; for example, numcomments:[1 TO 3] returns items
that have one to three comments.
avgrating
Average rating; for example, avgrating:3.5 returns items with 3.5 as the
average rating.
id
Group ID; for example, id:1db70a32f5f84ea9a88f5f460f22557b returns
the group for that ID.
title
Group title; for example, title:redlands returns groups with Redlands in
the title.
owner
Group owner; for example, owner:esri returns groups owned by Esri.
description
Description; for example, description:"street maps" returns groups with
street maps in the description field.
snippet
Summary; for example, snippet:transportation returns groups with
transportation in the group summary.
tags
The tags field; for example, tags:"bike lanes" returns groups tagged with
the term bike lanes.
Cartesius Manual V01 - English
phone
Contact information; for example, phone:[email protected] returns
groups with [email protected] as the contact.
created
Created is the date created; for example, created:0000001247085176000
returns groups created on July 8, 2009.
access
The access level of the group. Values are private and public. Private is the
default; for example, access:private returns private groups.
isinvitationonly
The isinvitationonly field returns groups that require an invitation to join.
For example, isinvitationonly:false returns groups that do not require
an invitation to join. This field is predefined with the options true or false.
id
Group ID; for example, id:1db70a32f5f84ea9a88f5f460f22557b returns
the group for that ID.
title
Group title; for example, title:redlands returns groups with Redlands in
the title.
Range searches
Range searches allow you to match on field values between the lower and upper bounds. Range queries can be
inclusive or exclusive of the upper and lower bounds. Inclusive range queries are denoted by square brackets.
Exclusive range queries are denoted by curly brackets.
For example, if you wanted to find all items uploaded between December 1, 2009, and December 9, 2009, use
uploaded:[0000001259692864000 TO 0000001260384065000].
The uploaded field contains the date and time an item is uploaded in UNIX time. UNIX time is defined as the
number of seconds that have elapsed since midnight January 1, 1970. The website stores time in milliseconds,
so you need to add three zeros to the end of the UNIX time. Additionally, you need to pad six zeros on the front
of the number. This is because the number is stored as a string in the database.
Range searches are not reserved for date fields. You could also use range queries with nondate fields, for
example, owner:[arcgis_explorer TO esri]. This will find all items from the owners between
arcgis_explorer and esri, including arcgis_explorer and esri.
Boosting a term
Boosting allows you to control the relevance of an item by boosting its term. To boost a term, use the caret
symbol (^) with a boost factor (a number) at the end of the term you are searching. The higher the boost factor,
the more relevant the term will be. For example, if you are searching for "recent fires" and want "fires" to be
more relevant, create the expression recent fires^5.
Boolean operators
Boolean operators allow terms to be combined through logic operators. The website supports AND, plus sign (+),
OR, NOT, and minus sign (-) as Boolean operators. Boolean operators must be ALL CAPS.
Boolean
operator
Details
AND
The AND operator is the default conjunction. This means that if there is no Boolean operator
between two terms, the AND operator is used. The AND operator performs matching where
both terms exist in either the given field or the default fields. This is equivalent to an intersection
using sets.
OR
The OR operator links two terms and finds a match if either of the terms exists. This is equivalent
to a union using sets. To search for an item that contains either the term "recent fires" or just
"fires," use the query "recent fires" OR fires.
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+
The plus sign, or the required operator, requires that the term after the symbol exist somewhere
in the given field or the default fields.
NOT
The NOT operator excludes items that contain the term after NOT. This is equivalent to a
difference using sets. To search for documents that contain "California" but not "imagery," use
the query California NOT Imagery. The NOT operator cannot be used with just one term.
-
The minus sign, or the prohibit operator, excludes items that contain the term after the symbol.
To search for documents that contain "California" but not "imagery," use the query California Imagery.
Grouping
You can create subqueries using parentheses to group clauses. This can be very useful if you want to control the
Boolean logic for a query. To search for either "California" or "recent" and "fires," create the expression
(California OR recent) AND fires.
Field grouping
You can group multiple clauses to a single field using parentheses.
To search for a title that contains both the phrase "population change" and the word "recent," use the query
title:(+"population change" +recent).
Search tips
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
When doing a field search, use a colon (:) after the field name, for example, owner:esri.
Use double quotation marks to surround terms with multiple words; for example, "map services"
returns items with the term map services in a field, whereas map services returns items with either
maps or services in a field.
You can build a search string by linking fields together in your search string with the AND operator, for
example, owner:esri AND tags:streets.
Use uppercase for search operators: AND, OR, and so forth.
Sort your results with the available filters for most popular, highest rated, added today, and so forth.
In addition to searching for content through keywords, you can also use the gallery to browse featured
maps, web applications, and mobile applications.
If you want to search for maps and data layers with a specific extent, use the map viewer. Open a new
or existing web map, set the extent you want, and use the Add button to search for layers. For more
information, see 3.4.5.1 Searching for layers
3.3.3 Viewing search results
Once you've performed a search, the results are displayed with summary information about each item including
links to open items and see more details. In addition, the results page allows you to filter, sort, and find related
searches.
You can perform the following operations with search results:





22
Click a thumbnail image to open it in the most appropriate application. For example, when you click a
map thumbnail, it opens in the map viewer; when you click a web application thumbnail, its website
opens.
Click the Open arrow underneath the thumbnail to select where the item opens. For example, you
could choose to open a map in the map viewer.
Click the title or Details link to see details about the item.
Click the owner name in the summary information to learn about the author of the item. The profile
includes links to the user's public items and groups.
Sort results by relevance, highest rated, most viewed, owner, and so on.
Cartesius Manual V01 - English



Use the filters under Show to refine your search to maps, layers, apps, tools, or files. Each category
has additional filters to further refine the results. For example, you can filter layers to show only web
layers and within web layers, you can see just features, map images, imagery, or tiles.
Use the links under Related Searches to find items and groups related to your search.
Check the box to the left of Show ArcGIS Desktop Content to include ArcGIS files such as layer
packages.
3.4 USING THE CARTESIUS VIEWER
Using the Cartesius map viewer, you can create and save a new web map that includes a basemap, data layers,
a title, extent, and so on. You can also find an existing map that you want to save as your own so you can enhance
and augment it with your own data.
3.4.1 Authoring web maps?
A MyCartesius web map is a basemap and a related set of layers that users can interact with to perform a
meaningful task. These maps are available to a wide audience and include multiscale basemaps, operational
layers targeted to a specific audience, and information pop-up windows that let users drill into specific features
they are interested in. They also support visualization, editing, analysis, and time. They are the basis of web
mapping applications and can be viewed on a wide variety of clients including mobile devices, desktop
applications, and web browsers.
Web maps can be authored in three basic steps: choose an area, decide what to show, then save and share your
work. You can start from a new map or work with an existing one. When you open an existing map, you can
change the extent, locate places, view a legend, see information about features, and more. With either approach,
you can select a basemap from the basemap gallery, add data layers, configure pop-up windows, include
bookmarks to specific places, include a description of the map, then save it as your own item and share it with
others through links or by embedding it in a website or application.
3.4.2 Overview of the Cartesius viewer
When you open the map viewer directly (e.g. via the top bar from the home page), a new tab opens in your
browser.
On the left of the top bar, you have three buttons:



Details: controls the visibility of the left panel. This panel consists of three parts:
o About: provides some guidelines to help you start with your first map
o Content: this is the table of contents of your map and list the layer that are added in the map.
Via the arrow on the right of each layer you find a lot of settings to apply on your layer and so
modify how your map looks like.
o Legend: if available, the legend lists per layer how the applied symbols should be interpreted.
Add: lets you add additional content and combine the different layers to provide more insight and
information about a certain location. More in 3.4.5 Adding layers from web, 3.4.6 Adding layers from
file and 3.4.7 Add map notes.
Basemap: lets you choose another basemap or ‘background’ for your map. More about this in 3.4.4
Choosing a basemap
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On the right of the top bar, you have several other buttons:





Save: lets you save you map for later use. You have to be signed in before you can save. If needed you
can register for this via the home page of MyCartesius. More about saving in 3.4.8 Save and share your
map. How to register, see 3.5.1 Register as user.
Share: lets you share your map with certain groups. Only when you have saved your map first.
Print: lets you make a print of your map
Measure: lets you measure a distance or area
Bookmarks: via bookmarks you can go back to a location that you previously saved as a bookmark. You
can also save a location here as a bookmark.
3.4.3 Choosing an area
Pan the map by clicking once in the map and drag it around. You can zoom the map by using your mouse wheel
or use the zoom bar at the left top of your map.
You can also go to an area via the search box in above right corner of the map and filling in a place name or
address.
3.4.4 Choosing a basemap
A basemap provides a background of geographical context for the content that you want to display in a map.
When you create a new map, you can choose which basemap you want to use. You can change the basemap of
the current map at any time by using the basemap gallery or using your own layer as the basemap.
3.4.4.1 Selecting a basemap from the gallery
The basemap gallery includes a variety of choices including topography, imagery, and streets (basemaps are
configurable by the MyCartesius administrator). To choose a basemap from the gallery, follow the steps below.
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1.
Open the map viewer, for example, by clicking the Map button.
2.
3.
4.
Click the Basemap button
Click the thumbnail of the basemap you want to use in your map.
View information about a basemap in the gallery by first adding it to your map.
1. Click the Details button.
2. Click the Show Content button.
3. Click the arrow to the right of the basemap name.
4. Click Description.
3.4.4.2 Using your own basemap
In addition to the basemap gallery, you can also use your own basemap from ArcGIS Server services and other
OGC layers. When you use your own basemap, your map uses the projection of that basemap instead of Web
Mercator, the projection of the map viewer. To use your own basemap, follow the steps below.
1.
Click the Add button. You can add a basemap by searching for an existing layer or adding a layer from
the web.
2.
To search for an existing layer, choose Search for Layers.
1. Enter keywords within the Find field.
2. Choose where you want to search for layers.
3. Click the Go button. A list of layers appears that relate to the keywords you entered.
4. Click the title of the layer you want as your basemap.
5. Choose Use as Basemap in the pop-up summary window that appears.
6. Click Done Adding Layers to close the Search for layers to add window.
To add a layer from the web, choose Add Layer from Web.
1. Choose the type of data the layer references.
2. Enter the layer's web address in the URL field.
3. Click the Go button. When the map viewer finds the layer, its name appears in the results.
4. Check the box next to Use as Basemap.
3.
Basemap considerations



The map viewer can't display layers in a map without a working basemap because the basemap
establishes the coordinate system of the map. Once you save a web map with a basemap, the map
viewer only uses that basemap; it doesn't revert to a default basemap if yours is unavailable. You can
repair your web map by using a different basemap as long as the spatial reference of the bad and new
basemap are the same. Repair your map by selecting a different basemap.
When you use your own basemap, some of the zoom levels may be missing. This happens because the
map displays the zoom levels of the current basemap, for example, the World Topographic basemap.
To see the additional zoom levels in the basemap you've added, save your map, close the map viewer
page (for example, go to the Gallery), then reopen the map. The additional zoom levels appear.
If your OGC WMS layer uses a projection other than Web Mercator, the projection of the default
World Topographic basemap, the map viewer attempts to use a compatible basemap. If your layer is
in GCS WGS84, the map viewer uses the GCS WGS84 World Imagery basemap. If your OGC layer is in a
coordinate system other than Web Mercator or GCS WGS84, your layer is used as the basemap. You
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
can use a different basemap as long as it is compatible with your layer's projection. If a basemap in the
gallery is not compatible, the map viewer will not add it to your map; instead, you will see an error
message letting you know your layer is not compatible with the basemap's coordinate system.
When you add an OGC WMS layer to your map, you may get an error that the layer's coordinate
system doesn't align with that of the basemap. This error message usually appears if you have added
layers to your map, then add an OGC (WMS) layer that isn't in Web Mercator, the projection of the
basemaps in the map viewer gallery. Create a new map and add your OGC (WMS) layer first. If your
layer is in GCS WGS84, the map viewer uses the GCS WGS84 World Imagery basemap. If your OGC
layer is in a coordinate system other than Web Mercator or GCS WGS84, your layer is used as the
basemap. Now you can add additional layers.
3.4.5 Adding layers from web
3.4.5.1 Searching for layers
By default, you find layers from MyCartesius.
A web search does not find OGC WMS or KML layers. A GIS server search lets you specify a URL to an ArcGIS
server you know about and see a list of services on that server. You can also enter the URL of an ArcGIS Server
service, then add that service from the list of results. Map, image, and feature services are supported.
To search for an existing layer to add to your map, follow the steps below.
1.
2.
3.
4.
5.
6.
7.
8.
Open the map viewer.
Click the Add button.
Choose Search for Layers.
Enter keywords within the Find field.
Choose where you want to search for layers—your portal, the web, a GIS server, or only in your content.
Click the Go button. A list of layers that relate to the keywords you entered appears.
Click a title to see a pop-up summary of the layer, or click the Add button to the right of the title to add
the layer to your map.
Click the Done Adding Layers button to close the Search for layers to add window.
3.4.5.2 Adding layers
One way to add a data layer to your web map is to reference the URL to a specific service layer you know about.
You can add the following types of layers through a URL:

26
ArcGIS Server web service: A map, image, or feature resource that is located on ArcGIS Server.
Cartesius Manual V01 - English






OGC WMS: A map that follows the OGC Web Map Service specification.
OGC WMTS: A set of cached image tiles that follows the OGC Web Map Tile Service specification.
Tile layer: A set of web-accessible tiles that reside on a server. The tiles are accessed by a direct URL
request from the web browser. The URL contains values which are used by the map viewer to
dynamically request the tiles that correspond with the extent and scale of the web map as you pan
and zoom.
KML: A file of geographic features.
GeoRSS: A web feed that includes geographic features and locations.
CSV: A web-based, comma-separated values text file of features that includes location information.
If your portal is configured for Bing Maps, you can also add Bing Maps basemaps.
3.4.5.2.1 Adding ArcGIS Server services
Steps:
1.
2.
3.
4.
5.
6.
7.
Open the map viewer.
Click the Add button.
Choose Add Layer from Web.
Choose An ArcGIS Server Web Service
Enter the layer's web address in the URL field.
If you want to use the layer as a basemap, check Use as Basemap.
Click the Add Layer button.
The layer is added to your web map.
You can add map, image, and feature services. You can add secure services created with ArcGIS Server 10 SP1
and higher if you know the user name and password. You will be prompted for this information when you add a
secure service to the map. Anybody viewing your web map will also be prompted for the login. The web map will
display without the layer if the login is not valid.
3.4.5.2.2 Adding OGC WMS web services
Steps:
1.
2.
3.
4.
5.
6.
7.
Open the map viewer.
Click the Add button.
Choose Add Layer from Web.
Choose A WMS OGC Web Service.
Enter the layer's web address in the URL field.
If you want to use the layer as a basemap, check Use as Basemap.
Click the Add Layer button.
The layer is added to your web map. Pop-up windows and feature editing are not supported.
3.4.5.2.3 Adding OGC WMTS web services
Steps:
1.
2.
3.
4.
Open the map viewer.
Click the Add button.
Choose Add Layer from Web.
Choose A WMTS OGC Web Service.
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5.
6.
7.
8.
Enter the layer's web address in the URL field. A list of available layers appears.
Select the layer you want to add. You cannot select more than one layer.
If you want to use the layer as a basemap, check Use as Basemap.
Click the Add Layer button.
The layer is added to your web map. Repeat the steps if you want to add additional layers in your WMTS.
Pop-up windows and legends are not supported. If the layer does not support the Esri tiling scheme, the map
viewer adds the layer as the basemap.
3.4.5.2.4 Adding tile layers
Steps:
1.
2.
3.
4.
5.
6.
Open the map viewer.
Click the Add button.
Choose Add Layer from Web.
Choose A Tile Layer.
Enter the layer's web address in the URL field.
If the tile layer contains one or more subdomains, specify the tile layer's subdomain labels in the
Subdomain field. Delimit the labels with commas.
Subdomains are used by the tile layer provider to distribute tile requests across multiple servers. Not all tile layers
have subdomains. If the tile layer does not have any subdomains, the Add Layer from Web window does not
display the subdomain field. If you are unsure of the subdomain labels, contact the tile layer provider.
7.
Enter the title of the tile layer in the Title field.
The Content panel of the web map will display the title you enter as the name of the tile layer.
8.
Enter any copyright information or required attribution information for the tile layer provider in the
Credits field.
The web map will display the credits in the lower right of the map.
9.
Click the Set Tile Coverage button to set the extent of the tile coverage.
Tile coverage represents the extent of all the tiles. This is an optional setting. When the extent is set, tiles are
only requested for the extent specified. However, because the tiles are not clipped to fit the extent, tiles may
extend beyond the extent.
10. If you want to use the layer as a basemap, check Use as Basemap.
11. Click the Add Layer button.
The layer is added to your web map.
If the tiles are distributed across multiple servers, you need to give the map viewer information about the layer's
subdomains.
3.4.5.2.5 Adding KML
Steps:
1.
28
Open the map viewer.
Cartesius Manual V01 - English
2.
3.
4.
5.
6.
Click the Add button.
Choose Add Layer from Web.
Choose A KML File.
Enter the layer's web address in the URL field.
Click the Add Layer button.
The layer is added to your web map.
Features from placemarks, network links, ground overlays, folders, and extended data are displayed. Other
features and using a KML layer as your basemap are not supported at this time.
3.4.5.2.6 Adding GeoRSS
Steps:
1.
2.
3.
4.
5.
Open the map viewer.
Click the Add button.
Choose Add Layer from Web.
Choose A GeoRSS File.
Enter the layer's web address in the URL field.
Click the Add Layer button.
The layer is added to your web map.
GeoRSS files can contain three layers, one for points, one for lines, and one for polygons. If your file has multiple
layers, they appear as one layer in the Content of the web map. You cannot change the symbols or configure
pop-up windows at this time.
3.4.5.2.7 Adding CSV
Steps:
1.
2.
3.
4.
5.
6.
Open the map viewer.
Click the Add button.
Choose Add Layer from Web.
Choose A CSV File.
Enter the layer's web address in the URL field.
Click the Add Layer button.
The layer is added to your web map.
If you have features stored in a .csv or .txt file and that file contains latitude and longitude information and is
available on a publicly accessible website, you can reference it as a layer on the web. Whenever the web map is
opened, it shows the latest data from your file. You can add a .csv or .txt file from the web that contains address
information, but the file will be stored with the web map. Any updates you make to the original .csv or .txt on
the web won't be reflected in the web map. When using latitude and longitude, the first 1,000 rows of features
are displayed on the map. With Internet Explorer 7 or 8, the first 750 rows of features are displayed. When using
addresses, the first 250 rows of features are displayed.
3.4.5.2.8 Adding Bing basemaps
Steps:
1.
Open the map viewer.
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MyCartesius
2.
3.
4.
5.
6.
Click the Add button.
Choose Add Layer from Web.
Choose Bing Basemap.
Choose the type of Bing Map you want to use: Road, Aerial, or Hybrid.
Click the Add Layer button.
The layer is added to your web map.
The Bing Basemap option only appears if your administrator has configured the map viewer with a Bing key.
3.4.6 Adding layers from file
You can add features to your map by importing data you have stored in a delimited text file (.csv or .txt), GPS
Exchange Format (.gpx) file, or shapefile (compressed into a .zip). A layer from a file is stored in the map.
Tip: If your CSV file or shapefile contains a large amount of data, or you want to create a layer that you can
reuse in multiple web maps, you can publish a hosted feature service instead of adding the file to the map.
To add layer from a file, follow the steps below.
Steps:
1.
2.
3.
4.
5.
6.
7.
8.
Open the map viewer, for example, by clicking the Map button.
Click the Add button.
Choose Add Layer from File.
Locate the file on your computer.
Click Import Layer field.
If you add a delimited text file (.csv or .txt) with location information, choose to have the ArcGIS.com
map viewer locate features using latitude-longitude or address information.
1. To change the country that the map viewer uses to geocode your addresses, select a different
country from the Country drop-down list. If your file contains addresses from multiple
countries or from a country not in the list, select World.
2. Review the location fields and click a cell to change which location field or fields are used.
If you add a shapefile, choose to generalize the features for web display or keep original features.
If you encounter issues with adding your file to the web map, be sure your portal administrator
configured the portal with a hosting server.
Dragging and dropping a file
In addition to importing your .csv, .txt. or .gpx file through the map viewer Add button, you can drag it from your
computer and drop it onto your map. The map viewer will handle the file as if you had used the Add button.
Dragging and dropping .txt, .csv, and .gpx is supported on Google Chrome and Mozilla Firefox browsers; it is not
supported on Internet Explorer and Apple Safari.
You cannot drag a shapefile from your computer and drop it onto your map; you must use the map viewer Add
button.
3.4.7 Add map notes
You can add your own data directly to a map by adding a map notes layer. These layers are useful for adding a
small number of features to a map, for example, the swimming pools managed by your city's parks and recreation
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department. When you add a map notes layer, it is stored in the map; it cannot be saved, downloaded, or used
independently. Only you, the map author, can edit the layer.
To add a map notes layer, follow the steps below.
Steps:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Open the map viewer, for example, by clicking the Map button.
Click the Add button and choose Add Map Notes.
Enter a name for the layer.
Choose a layer template. Each template includes a set of related shapes and symbols. For example,
the Park Planning template includes symbols for picnic areas and bicycle trails.
Click Create. A template appears in the left side of the map.
Click a shape or symbol, then click the map where you'd like to add the feature.
 Press the CTRL key to enable snapping. Snapping helps you line up the feature you are adding
next to an existing one on the map.
 How you add the feature depends on the geometry; for example, add points and circles by
clicking on the map, and add lines and polygons by clicking on the map to start the shape and
double-clicking to complete it.
 A pop-up window appears where you can add information about the feature.
Add the following information about the feature:
 Title: The title appears as the title of the feature's pop-up window.
 Description: The description field includes formatting options for creating rich text such as
hyperlinks, color, and styles.
 URL to an image: The image needs to be stored on a website that is accessible from your
organization's network and should be in a web format such as PNG, GIF, or JPEG. For best
results, the image should be 200 pixels wide by 150 pixels high. Other sizes will be adjusted to
fit, so your image may appear stretched or shrunk.
 Related link: This opens a website when somebody clicks the image in the pop-up window.
Create your own symbol if you want by clicking the Change Symbol button at the bottom of the popup window. The Change Symbol window opens.
 Choose Source and click a symbol to use a predefined symbol.
 Choose URL and enter the URL of the symbol file. The symbol needs to be stored on a website
that is accessible from your organization's network. The image file should be in a web format
such as PNG, GIF, or JPEG. For best results, the image should be 200 pixels wide by 150 pixels
high. Other sizes will be adjusted to fit, so your image may appear stretched or shrunk.
 Adjust the size of the symbol by using the Symbol size slider.
 Click the Done button.
Click the Close button. The information you add to your pop-up window is automatically saved.
Considerations for adding a map notes layer







You can set the visibility range for when your map notes layer is displayed on the map.
Only the map author can save edits to the layer.
Make edits to an existing feature by clicking inside the symbol on the map. This reopens the pop-up
window.
Change the size of an existing symbol by dragging the vertices that appear on the shape.
Remove a feature from your layer by clicking inside the feature to reopen the pop-up window and
clicking the Delete button.
Hide all features associated with a layer by clicking the Details button, then the Contents button, and
unchecking the box to the left of the layer name.
Remove a layer by clicking the Details button, then the Contents button. Click the arrow to the right of
the layer name and click Remove.
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3.4.8 Save and share your map
For this you need to have a user account of MyCartesius or ArcGIS Online. More information in section 3.5
Managing your content, groups and profile as User. More specific, you can find more information in 3.5.3.1 Save
a web map and 3.5.3.2 Sharing items
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3.5 MANAGING YOUR CONTENT, GROUPS AND PROFILE AS USER
3.5.1 Register as user
You can freely browse through MyCartesius, where you can find featured content exhibited by the Cartesius
founders or selected partners. To be able to use MyCartesius to its full extent (saving and sharing) you will need
to register on another portal such as the public ArcGIS.com portal. Only selected organisations and individuals
have an account on the exhibition portal MyCartesius itself, due to the limited amount of user accounts.
The ArcGIS.com portal has the same capabilities as the MyCartesius portal with regard to modifying, saving or
sharing maps.
You can choose between a public (free) or a paid login. A free login allows storing thousands of maps and keeping
them private or sharing them with everyone on the portal. The paid account allows sharing maps on this portal
with a group of users to your choice. Cartesius users who already have such an account of course can use it to
store Cartesius maps in it.
The procedure to create a public login is as follows:
1.
2.
3.
4.
5.
6.
Open the website https://www.arcgis.com/home/ (or
https://www.arcgis.com/home/createaccount.html to go immediately to step 4)
Click on “register” in the upper right corner
Click on the button “create a public account” in the lower left corner “create a public account”
Follow the procedure for the creation of an account
Log in with your new account and tick the option to remain logged in. This way, you avoid having
to fill in your login and your password each time you register (see image below)
You are ready now to save also Cartesius maps with this account
More information on storing maps on ArcGIS online can be found under Error! Reference source not found.
Error! Reference source not found.
3.5.2 User profile
Your profile contains your user settings. This includes your full name, descriptive information about yourself,
whether or not your profile is viewable by others, and your password. If you have a MyCartesius account, your
profile page also contains sections to change your account name, password, and identity question
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To modify your profile, verify that you are logged in, click your name from the top of the site, and click the My
Profile link. This opens your profile page. Click the Edit my profile button and update one of the settings below.
Otherwise if you aren’t logged in yet, you can log in via the MyCartesius homepage and do the same steps.

Name
Your name appears at the top of your profile page when somebody clicks your user name. Your user
name appears in the details of groups and content you own. For example, in a search results page, you
might see a listing for Web Map by deane and when you click deane, you see a profile for Deane Kensok.
In this example, deane is the user name and Deane Kensok is the name. You can change your name; you
cannot change your user name.

Descriptive information
Adding a description of yourself helps others know more about you, your groups, and the content you've
shared. Your profile can connect you with others who have similar interests and establish your authority
in geographic information, map design, application development, and so on. It can also promote interest
in joining your groups and using maps and applications you've shared.
Useful descriptive information includes contact information and your areas of expertise, interests, and
anything else you'd like others to know about you.
If you want, you can add a thumbnail image to your description, such as a picture of yourself, a logo, or
anything that represents you.
Thumbnail image tips
o
o
o

Add a thumbnail image that is 150 pixels wide by 150 pixels high. If your image is a different
dimension, it is resized to 150 by 150 and may appear warped.
Use a web file format such as PNG, GIF, and JPEG.
The maximum file size you can upload is 1 MB.
Who can see your profile
By default, members of MyCartesius can search for your name to find content and groups owned by you
and to invite you to join their groups. If you do not want others to search for your user name, select
Private next to Who can see your profile?
Note:
If you set your profile to private, you cannot be invited to join groups because owners will not see your
name in the Invite Users window.

Password
You can change your password from the profile page if you have a MyCartesius account that you or your
administrator created when you joined MyCartesius. If you see a password section on your profile page,
enter a password between 8 and 28 characters in length that contains letters, numbers, special
characters, or a combination of both. Spaces are not allowed. Your password is case sensitive. Reenter
the password as confirmation.
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
Identity question
MyCartesius uses your identity question to reset your password.

Language
Once logged in, MyCartesius will use the language that is defined by your user profile. To change the
language of the MyCartesius portal, you will need to update your profile language on this page.
3.5.3 Content
3.5.3.1 Save a web map
3.5.3.1.1 General
Once you have authored a web map, you can save it as an item in MyCartesius or at ArcGIS Online. You can also
save a copy of any map that is not owned by you; but you cannot update an existing one you do not own.
Therefore there are 3 ways in which you can save your item:


Save (for selected MyCartesius partners only)
o If you own the map and want to save it for the first time
o If you own the map and want to update it
Save As (for selected MyCartesius partners only)
o If you own the map and want to save a copy of the
original map
o

If you do not own the map, and you want to save a copy
of the original map. You cannot update a map you do
not own.
Save on ArcGIS Online (if you registered for an account at ArcGIS Online)
o If you want to save the item to your account on ArcGIS Online instead of on the MyCartesius
platform.
o Everytime you save a new item will be created on ArcGIS Online.
o You can save your own map, either is it’s a new one or you want to make a copy. Or you can
save a copy of the map of someone else.
By default, your item is private and only you can access it. If you want, you can share your saved map with others,
either with everybody (public) or with groups you belong to.
To save your web map, follow the steps below.
Steps:
1.
2.
3.
4.
Verify that you are logged in.
Open the map you want to save in the map viewer.
Click Save.
1. If you own the map and want to update it or save it for the first time, click Save.
2. If you own the map and want to save a copy of the original map, click Save As.
3. If you do not own the map, click Save As to save a copy of the original map. You cannot
update a map you do not own.
If you are saving the map for the first time or saving a copy of the map, follow the steps below:
1. Type a title.
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2.
3.
4.
5.
Type tags. Alternatively, you can click the Choose from your tags link to open the list of tags
you've used previously and choose the tags you want to use for this item. Tags are words or
short phrases that describe your item. Separate terms with commas. Federal land is
considered one tag, while Federal, land is considered two tags.
Enter a summary that describes the map.
Choose a folder in My Content where you want to save the map.
Click Save.
Once you've saved your map, it appears on My Content and you can edit the item details and share it with
everybody (public) or groups you belong to. Once you've shared it, you can e-mail a link, embed it in a website
or blog, or create an application with the map.
3.5.3.1.2 Saving Cartesius web maps on the public portal
If you have composed a map in the Cartesius map laboratory and you want to save it (in the public ArcGIS.com
portal), you can do so by clicking on “save” and then choosing “save on ArcGIS Online” (see image below).
Afterwards, you can fill in the title, in combination with the login you have created before and the accompanying
password on ArcGIS Online (see image below)
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If you were logged in already, the map wil open again on ArcGIS Online where you can continue and adapt the
map if you want (see image below). In case you were not logged in, you will first get a login screen before you
can continue. After logging in, you have the opportunity to adapt the map, save it again and share it with the
general public.
3.5.3.2 Sharing items
3.5.3.2.1 General
If you've added an item to the MyCartesius website or created a map, you can share it with others. By default,
your item is private, which means it does not appear in search results and isn't part of any group. You have
several options for sharing your items:



Everyone—Sharing with everyone makes your item public; anybody who has access to the MyCartesius
website can find and use it, and group owners can include it in their group content.
Your portal—To ensure only members of MyCartesius have access to an item, you can share it with just
your portal.
Groups—If you are a member of a group, you can share your item with that group. Sharing with specific
groups restricts access to a smaller, more focused set of people.
Groups and your portal or everyone—You can share an item with a larger audience (everyone or MyCartesius)
then also share it with a specific group. This allows you to categorize your item as especially relevant to a
particular group while still making it available to others in MyCartesius.
Steps:
1. Be sure that you are logged in to the MyCartesius website.
2. Open My Content.
3. Check the check box next to the title of the item you want to share.
You can share multiple items simultaneously by checking multiple titles, or you can share all the items
in a folder simultaneously by checking the box next to Title.
4. Click the Share button.
5. On the Share window that appears:
a. check Everyone (public) to make your item public and click OK
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b.
c.
check the box next to the name of your portal and click OK if you want to share your item with
your portal
check the box or boxes next to the group or groups you want to share the item with specific
groups
3.5.3.2.2 Linking to web maps
One way to share a web map is to copy and paste a link into an e-mail or post a link on your Facebook page or
Twitter account. The map viewer provides a short URL that you can use.
Note:
You may not see all of these link options, depending on how your administrator has configured your MyCartesius
website.
To link to a web map, follow the steps below.
Steps:
1.
2.
3.
4.
Open a saved web map in the map viewer.
Click the Share button to open the Share window.
Share the map with everybody (public) or groups you belong to. You can only link to maps that are
shared.
Copy the URL that appears below Link to this map. You can paste it into an e-mail, instant message, and
so on.
3.5.3.2.3 Embedding webmaps
One of the ways you can share a web map is to include it in a web page such as a blog or your organization's
website. The map viewer provides the code you need and gives you options for the size of the map and tools to
include, such as a scale bar, zoom control, and location search. You can also include a link to open a larger view
of the map. To embed a map, select the options you want and copy and paste the text into your web page.
To embed a web map in a website, follow the steps below.
Steps:
1.
2.
3.
Open a saved web map in the map viewer.
Click the Share button to open the Share window.
Share the map with everybody (public). You can only embed maps that are shared with everybody
(public).
4. Click the Embed in Website button. The Embed in a website window is displayed.
5. Check the boxes for the options you want to include on the map: zoom control, scale bar, legend,
description, location search, and basemap selector.
6. If you checked Show location search in the previous step, check the box for Use current map extent for
location search if you want to restrict locating addresses and places to the extent of your map. This
functionality is present in Portal for ArcGIS 10.2.1 and later releases.
7. By default, the embedded map includes the link View larger map in the map viewer. Uncheck this option
if you do not want to include a link. You can also change the name of the link.
8. Choose a map size.
9. Select and copy the HTML code that's provided.
10. Paste the code into your web page where you want the map to appear.
3.5.3.2.4 Publishing applications from web maps
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You can put any shared web map into a web application by using templates. Keep in mind that different templates
offer various bits of functionality, such as different layouts and color schemes, editing and identify tools, side by
side map viewers, and so on. Some of the templates let you configure the application to create a customized look
and feel. Use the Preview button as described below to help you decide which template to use.
To create an application from a web map, follow the steps below.
Note:
A published web application is based on a web map authored with the map viewer. Any changes the author
makes to the web map including its extent, layers, description, and so on, are reflected in the web application. If
a map available to everyone in MyCartesius is made private (or deleted), the map no longer appears in the
application.
Steps:
1.
2.
Open a saved web map in the map viewer.
Click the Share button. You can only make a web application with a map that is shared. If you own the
map, share it by specifying sharing options in the Share window. If you don't own the map, contact the
owner and have them share it as necessary.
3. Click the Make a Web Application button. The Make a Web Application window opens with a gallery
of templates you can use to create your application. The configurable templates have a Configurable
icon on the template thumbnail.
4. Hover the pointer over a template thumbnail to see a description of the template.
5. Click the Publish link underneath the template thumbnail and choose Preview to see how your map
will look in the template.
6. Click the Publish link underneath the template thumbnail and choose Publish to create your
application.
7. Type a title for your application.
8. Type tags. Alternatively, you can click the Choose from your tags link to open the list of tags you've
used previously, and choose the tags you want to use for this item.
9. Type a summary.
10. Click the Save & Publish button. The Share window displays text that you have successfully published
your web mapping application. Your application is published to MyCartesius and an unshared item is
added to My Content. To make your application accessible to others, you need to share it.
11. If you selected a configurable template, click the go to the item now link on the Share window. This
opens the item details for the web application. Click the Configure App button. The template opens
where you can change components of the application, such as the theme, widgets, and miscellaneous
items. Click Save when you are done configuring the application.
3.5.4 Groups
3.5.4.1 Create a group
Groups are a collection of items, often related to a specific region, subject, or project, that are created and
managed by the group owner. Any MyCartesius member can create groups. As a group owner, you decide who
can find your groups, if others can request to join, and who can contribute content. You also have control over
items shared to the group and can invite others to join, even if your group doesn't accept membership requests.
Steps:
1.
2.
Verify that you are logged in.
Open Groups and click the Create a Group button. A window opens where you can enter a name,
summary, description, and tags, and add a thumbnail image (see more, below).
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3.
4.
5.
Select the status of your group: private, organization, or public. If you choose organization or public,
check or uncheck the apply to join the group box.
Select who can contribute content to the group, all members or just you, the group administrator (group
owner). If you choose to only allow the group administrator, members can view and access your items
but they can't share their own items with the group. This type of group is a good way to share your
authoritative maps and data to a targeted audience. You control what items appear in the group and
who can view them.
To change how the items are sorted on the group page, select a field in the drop-down list next to Sorted
by. You can choose to sort by title, owner, ratings, views, or date (default). To change how the items are
ordered, check or uncheck the box next to Ascending.
Tip: The sort field and order extends to your group when it is embedded in a website, shared as
a gallery application, and used to configure your portal website (such as the basemap gallery). If
you change the sort field or order, the item display is updated everywhere the group is used.
6.
Click Save to create your group.
3.5.4.2 Edit a group
Any MyCartesius member can edit groups, provided that you are the owner of that group.
Steps:
1.
2.
3.
4.
5.
Verify that you are logged in.
Open Groups and click the name of the group you want to edit. Note: You can only edit groups you've
created!
Click the Edit button.
Edit your group information. You can update the name, summary, description, and tags, and add a
thumbnail image. You can also change the status (private or public).
Click Save to update your group.
Notes on adding a thumbnail image to description:
Steps (starting from step 4 in the above list):
4.
5.
6.
7.
Click in the click here to set a thumbnail image box.
Browse to the image on your desktop.
Click OK.
Click Save to see your new thumbnail.
Tip:
Add an image that is 65 pixels wide by 65 pixels high. If your image is a different dimension, it is
resized to 65 by 65 and may appear warped. Use a web file format such as PNG, GIF, and JPEG. The
maximum file size you can upload is 1 MB.
3.5.4.3 Joining groups
If you see a Join this Group button in the upper right of a group's details page, you can send the group owner a
request to join the group. As a member, you can access all the items shared to the group, which may include
some items not shared with the organization or the public. In addition, you may be able to share your maps and
apps with the group if the group owner allows member contributions. Check the group details to see.
If you don't see a Join this Group button, the group doesn't accept membership requests. The group owner can
invite you to the group, but you can't initiate a request through the website.
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To join a group, follow the steps below.
1.
2.
3.
4.
Verify that you are logged in.
Open the details for the group you are interested in joining.
Click the Join This Group button.
Click the Submit Request button in the window that appears.
The owner of the group sees your request on the group's details page and accepts or denies your membership.
If the owner accepts your request, you are automatically added as a member, and the group appears on your
Groups page.
Tip: You can check the status of your request in the Notifications window.
3.5.4.4 Owning groups
Groups are a collection of items, often related to a specific region, subject, or project. Groups can be created by
any member account.
The person who creates a group is the initial group owner. The group owner decides who can find the group, if
others can request to join, and who can contribute content. The group owner also has control over items shared
to the group and can invite others to join, even if the group doesn't accept membership requests.
If you've created a group that allows people to apply to join, you accept or decline membership requests. As a
group owner, you can also manage content you don't own. You can share public content to your group, which is
useful when you find content that relates to the focus of your group but the owner is not a member. You can
also remove content that members have shared to the group.
3.5.4.4.1 Managing new membership requests
When someone requests to join a group you own, you see a New Membership Requests link in the group with
the new request. To accept or reject a request, follow these steps:
Steps:
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1.
2.
3.
4.
Verify that you are logged in.
Open Groups.
Click the Membership Requests button.
In the Membership Requests window that appears, click Approve or Decline.
If you approve the request, the user is automatically added to your group. If you decline the request, the user is
not added to your group. In either case, the user receives a message in his or her Notifications window.
3.5.4.4.2 Removing members
If you no longer want a member to participate in your group, you can remove them from the group. Their items
are also removed. The user's account and items are not removed from the MyCartesius website. To remove a
member, click the remove button
to the right of the member's name in the right column of the group page.
3.5.4.4.3 Sharing public content
You can share public content with your group by following the steps below. If the content owner makes the item
private, it is automatically removed from your group.
Steps:
1.
2.
3.
Find and open the item details for the public item you want to share with your group. Items that have
been shared with everybody (public) include a Share button on their Item details page. The Share
button appears when you own at least one group.
Click the Share button. You see the Share window with a list of groups you own.
Check the box to the left of the group you want to share the item with and click OK. You can check
more than one group if you want to share the item with multiple groups you own.
3.5.4.4.4 Removing content
If a group member has shared an item you do not think fits into your group, you can remove it. The item no
longer appears in the group but it is not deleted from the owner's account. It is still available to the owner and
retains its other sharing properties, for example, being a public item. To remove an item from your group, click
the delete button
to the right of the item name on the group page.
3.5.4.5 Sharing groups
If your group is public, you can share it with others using the Share button at the top of the group page. You can
copy a short URL and paste it in an e-mail, blog, or website; embed the group items into a website; and create a
gallery application with configurable templates.
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3.5.4.5.1 Linking to groups
The group page provides a short URL that you can use to share the group with others. If the group is private, only
group members who sign in to the site will be able to see the content.
Note: You may not see all of these link options, depending on how your administrator has configured your
portal website.
To link to a group, follow the steps below.
Steps:
1.
2.
Open the group that you want to link to.
Click the Share button at the top of the page to open the Share window. Copy the URL that appears
below Link to this group. You can paste it into an e-mail, instant message, and so on.
3.5.4.5.2 Embedding groups
One of the ways you can share a public group is to embed its web maps and web applications in a gallery on a
web page such as a blog or your organization's website. The group provides the code you need and gives you
options for the layout and display of the items. All you have to do is select the options you want, then copy and
paste the text into your web page.
Note:
You can only embed public groups, and only web maps and web applications display in the embedded gallery.
To embed a group in a website, follow the steps below.
Steps:
1.
2.
3.
4.
5.
6.
7.
Open the public group you want to embed.
Click the Share button to open the Share window.
Click the Embed in a Website button. If this option is not available, it means the group is not public
and you cannot embed it. If you are the owner of the group, you can change its status to public. The
Embed in a Website window is displayed.
Choose a layout for the group items.
Choose how to display the web maps and web applications: over the embedded gallery, in a new
window with a predefined application, or in a new window with a configured application.
a. Select a predefined application if you chose to display the items in a new window. For more
information on predefined applications, see below.
b. Enter a URL to your application if you chose to display the items in a new window with a
configured application.
Select and copy the HTML code that's provided.
Paste the code into your web page where you want the group to appear
3.5.4.5.3 Creating applications with groups
A gallery application is a web application that displays the web maps and web apps shared to a group and related
details about the group and such as the name and description. As a member of MyCartesius, you can create a
gallery app that is hosted on the MyCartesius website.
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To create a gallery app, open a group you own, belong to, or found, then choose one of the templates available
from the group Share window. Use the preview option to see how the group items look in the templates, noting
that the templates offer different layouts and color schemes. Some of the templates let you configure the gallery
to create a customized look and feel. Once you have found a template you like, publish it to the MyCartesius
website.
Note:
A gallery application displays web maps and web applications in a group. Any changes owners make to their
items are reflected in the gallery. If a web map or web application that was public or shared with the group is
made private (or deleted), the item no longer appears in the gallery.
To create an application with group items, follow the steps below.
Steps:
1.
Open the group you want to use to create a gallery application. If the group is private, only group
members who sign into the website will be able to see items in the gallery. If you are the group owner
and want to share the gallery with the widest audience, consider making the group and its items
available to everybody (public).
2. Click the Share button to open the Share window.
3. Click the Make a Gallery application button. The Make a Gallery Application window opens with a set
of templates you can use to create your application. The configurable templates have a Configurable
icon on the template thumbnail.
4. Click a template thumbnail to see how your map will look in the template.
5. Click the Download link underneath the template thumbnail you want to use if you want to download
the template files (as a ZIP file) and deploy the application on your machine. Unzip the downloaded
file and follow the instructions in the readme.html file (only for advanced users)
6. Click the Publish link underneath the template thumbnail you want to use if you want to publish the
application to the MyCartesius website.
7. Type a title for your application.
8. Type tags. Alternatively, you can click the Choose from your tags link to open the list of tags you've
used previously, and choose the tags you want to use for this item.
9. Type a summary.
10. Select a folder from your My Contents page where you want to save the item details.
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11. Click the Save & Publish button. The Share window displays text that you have successfully published
your gallery application. Your application is added to the system as a web mapping application and an
item is added to My Content. By default, the application is unshared which means only you can see it.
To make it accessible to others, you need to share it with groups you belong to or everybody (public).
12. If you selected a configurable template, click the go to the item now link on the Share window. This
opens the item details for the application.
13. Click the Configure App button. The template opens where you can change components of the gallery
application, such as the layout, title, options for the web maps and applications, and various other
miscellaneous items. Click Save when you are done configuring the application.
3.5.4.6 Notifications
You receive messages in the Notifications window when you request to join a group, when your request has
been accepted or declined, and when you've been invited to join a group. Access the messages by clicking the
Notifications link next to your user name
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