Urbanistic Equalization and Compensatory Mechanism - From Legislation to GIS

URBANISTIC EQUALIZATION AND
COMPENSATORY MECHANISM
FROM LEGISLATION TO GIS
Rui Menezes,
C.M. LOULÉ | DAT | DIGC
rui.menezes@cm-loule.pt

Note:
This work was originally presented in portuguese, at the Portuguese
ESRI User Conference 2012. This version was translated and
adapted to english.

URBANISTIC EQUALIZATION AND COMPENSATORY MECHANISM
- FROM LEGISLATION TO GIS -

AGENDA
I. INTRODUCTION
II. OBJECTIVES
III. METHODOLOGY
IV. RESULTS
V. CONCLUSIONS


I. INTRODUCTION


 Legally defined mechanism (Framework Law on Spatial
Planning and Urbanism)
 The law defines the citizen rights and obligations and the
objectives of the mechanism

NO T C UD ORT N .I
I
I

 Integrated in the Council’s legal framework
 Different indexs and parameters defined by the legal
framework, calculated with GIS tools, example:
- Average Index of Use (AIU);
- Distribution of Costs of Urbanization (DCU);
- Effective Area Lending (EAL);
- Beneficts value (V1);
- Charges value (V2).


II. OBJECTIVES


SE V T CEJ B O.II
I

 Tranlate a legal document into a GIS tools

From legislation...

… to GIS


SE V T CEJ B O.II
I

Facilitate the work of the technicians responsible for the
calculations

 Automate the process of calculating and producing
outputs (spatial and alphanumeric data, reports)
 Create a single, integrated platform


III. METHODOLOGY


1. Assessment of the current process

O OD OHTE MIII
L
.

2. GIS Data Model definition

3. Tools Development

4. Tests and corrections


1. Assessment of the current process

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 Brainstorm with the involved technicians
 Workflow assessment
 Inputs
 Calculations
 Informations
 Conversion of current methodology in accordance with
the proposed objectives
 Data Model definition
 Develop the calculation tools


 Define geographic entities - Feature Classes - and the
alphanumeric entities - Tables - necessary to the process
and the relationships between all entities

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 1 Main Feature Class
 6 Tables
 3 Support Feature Classes


Table

Table

SECÇÃO

PROJECTO
Relationship class

Relationship class

PARCELA - SECÇÃO
M

PARCELA - PROJECTO

1

1

M

Table

Table

PEREQUAÇÃO (PARCELA)

LOTEAMENTOS

Feature Class

PARCELAS
Relationship class

Relationship class

PARCELA – PEREQ. PARCELA

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M

PARCELA - LOTEAMENTOS

1

1

Relationship class

Relationship class

PARCELA – PEREQ. SECÇÃO
M

M

PARCELA – OP. URBANIST

1

1

M

Table

Table

OPER. URBANÍSTICAS

PEREQUAÇÃO (SECÇÃO)

Feature Class

Feature Class

Feature Class

CLASSES ESPAÇO

CONFRONTAÇÃO

INTERSECÇÃO


3. Tools development

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 What needs to be calculated?
 Parametrs
 Spatial operations
 Inputs and Outputs
 Tables and rows to use
 How to calculate it?
 Handle spatial objects (fc, mxd, layouts)
 Handle alphanumeric objects (tables)
 Use geoprocessing operations (gptasks)
 Handle inputs and outputs of various nature
 Create a final report



O OD OHTE MIII
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 What can I use to develop the tools?

What is Python?
 Programming language
 Easy to use
 Direct access to ArcGIS objects (arcpy)
 Set of modules to access various objects (e.g.,
files, system data, etc.)
 Scripts stored in a Toolbox



O OD OHTE MIII
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 Definition of steps for calculations and reporting
1.
2.
3.
4.
5.
6.
7.
8.

Parcels data calculations
Spatial intersections
Sections data calculations
Project data calculations
Urbanistic mechanism calculations
Land lots data
Urbanistic operations data
Print final report


Example 1: Parcels data calculations

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- Goal: Populate table fields and calculate
parameters;
- Inputs: Parcels, applicant details;
- Outputs: Parcels, applicant details,
parameters (EdAb e AcedAb)

Toolbox view

Script view


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Example 2: Spatial intersections
- Goal: Spatial intersection of
the parcel with the type of soil
ocupation
- Inputs: Parcels, Soil
occupation classes
- Outputs: Spatial intersection
results

Toolbox view

Script view


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Example 3: Urbanistic mechanism calculations
- Goal: Urbanistic mechanism
final calculations
- Inputs: Parcels, Tabels with
sections and land lots data,
parameters
- Outputs: Compensatory
mechanism table

Toolbox view

Script view


Example 3: Urbanistic mechanism calculations

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Script view (Sample 1)

Script view (Sample 2)


Example 4: Print final report

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- Goal: Print report with
necessary data
- Inputs: Applicant details,
Lots, Parcels
- Outputs: Report (pdf)

Script view
Sample 1

Sample 2

Toolbox view

Sample 3


Example 4: Print final report
Sample 2

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Sample 1

Sample 3


4. Tests and corrections

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 Tests made with an existing Urbanization Plan

 First runs:
 errors
 bad results

Tests

 Presently:
 good results
 Preparing tests with other plans

Corrections

Improvments


IV. RESULTS


STL USE R. V
I

 Desktop application to calcule the urbanistic mechanism


SL T USE R. V
I

 Integrate scripts in a toolbox within a geodatabase


STL USE R. V
I

 Digital outputs delivery (geographic and tabular data
and pdf report)


V. CONCLUSIONS


S NO S U C NOC
I L.V

 Main gools accomplished
 Tranlate a legal document into a GIS tools
 Facilitate the work of the technicians
 Create a single, integrated platform
 Overcome difficulties
 First approach to python scripting
 Process complexity
 Continuous improvement
 The current scripts are different then the inicial
ones
 Make the process simpler and faster


 How should the app evolve?
 Clear and reduce the number of scripts

S NO S U C NOC
I L.V

 Evolve into application server
 Evolve into web geoprocessing task
 Create operations historic table
 Make the tool available for the citizen

Rui Menezes
C.M. LOULÉ | D.A.T. | D.I.G.C
www.cm-loule.pt

Final Note:
For further information please contact me by email (
rui.menezes@cm-loule.pt or ruimenez@gmail.com)

Urbanistic Equalization and Compensatory Mechanism - From Legislation to GIS

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