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Easy Process Automation to
Develop Work Efficiencies
• Presented by: Tammy Kobliuk
• City of St. Albert
Today’s Objective
• To give you ideas you may not have thought of
• To see new uses for old tools
Organization Overview
• Municipal Government organization
• St. Albert, AB – population 63,255
• 585+ Employees
• City of St. Albert administration:
• Corporate GIS group in IT Services
> Total Corporate GIS Staff: 2.12 FTE (3)
• Overall GIS structure is hybrid
> GIS’ish staff in two other departments: 4
• Esri users since…2000
System Environment
• ESRI Small Local Govt ELA
• ArcGIS Desktop 10.1
• Microsoft Office 2007
• FME ESRI 2014 (think Data Interoperability Ext.)
• File-based central data warehouse
• SDE installed, but no data loaded
• VM Ware virtual server environment
• Development, Test, and Production environments
• Currently data stored on 4 different servers
Why Automate?
Why Automate?
• Efficiency
• Accuracy
• Repeatability
• Documentation
• Transferability
• Brainstorming
Automation ROI
Otherwise known as so much work, so little
time...
• Increase work capacity
• Increase speed of tasks
• Decrease manual tasks
• Decrease the chance of mistakes
• Transfer tasks to other staff
...and more
• No misunderstanding instructions
• The same process every time
• No forgotten steps
• No more typos
Why Not Automate?
“I don’t have time”
“I don’t know how”
“I didn’t know I should”
“I didn’t know I could”
“I only have to do it once”
Automation:
Can you afford not too?
Automation
Toolkit
The Best Tool for the Job Is:
• What you have
• What you know
• What you can afford
• Sometimes what somebody else has already
developed: don’t reinvent the wheel
Key Available Tools
• Modelbuilder
• Data Driven Pages
• Data Interoperability Extension (FME) - $
• Python
Modelbuilder
• Data replication
• Data processing and extraction
• Geoprocessing or process discovery
• Geoprocessing automation
• Workflow automation
• Geoprocessing documentation
• Task reassignment
Server Data Updates
One master file, one central data warehouse, three
server environments, five servers
Data Driven Pages
• Map series type projects
• Automated image extraction
• Pre-filled form generation
Data Interoperability Ext.
• The “FME starter kit” for ArcGIS users
• ArcGIS non-core extension (not in ELA’s)
• Sample uses:
• Data extraction
• Spatial and non-spatial joins/overlays
• Attribute field restructuring – names, field order, type
• Complex attribute filtering, parsing, reassigning
• Database QC and cleanup
• Data prep for input into other applications
• Data format conversion
Census Preparation
Python
• Extend data driven pages
• Extend modelbuilder
• Hack someone else’s code
• We don’t know it
• We use it anyway
Automation
Tips & Tricks
Be Practical
• Simpler is sometimes better
• Multiple simple models not one big complex one
• The information doesn’t always need to be in GIS
• Excel
• Text files
• Non-spatial RDBMS files
• Empower your end users
• Enter their own data
• You just generate the final (map) product
Automation Shouldn’t be Last
• Start with automation
• Not an afterthought
• Assume you should whenever possible
• Automation can:
• Affect how you build your data
• Affect how you design your maps
• Affect how you approach your project
• Build your model/script as you discover your
steps and parameters
• Ensures you remember all of your steps
Case Studies
Dispatch Map Data Extraction
• 9-1-1 application interactive map
• 17 data layers
• Various formats
• Various locations
• Output indexed shapefiles
• Quarterly data updates
Dispatch Map Data Extraction
Dog Park Maps
• New Animal Bylaw
• 20 off-leash and dog-friendly parks
• Deliverable 1: internal planning maps
• Deliverable 2: downloadable printable maps for
the City website
• GIS not part of the project team
• Information constantly changing
• Non-technical team members
• The need for speed (fast turnaround)
Dynamic Text: date
Data Drive Page Name
Data Drive Page attributes:
Site Attributes
-From joined Excel table
-Entered by non-GIS staff
Data Drive Page attributes:
Site Comments
-From joined Excel table
-Entered by non-GIS staff
Planning Maps
Data driven
page name
Data driven
page attribute
Website Maps
Static comments
- Same each page
Dynamic Text:
Date
Data driven page attributes
From Excel spreadsheet
Photo Radar Forms
• Operator forms
• Pre-set information for each site
• To provide information to each operator
• To help meet audit requirements
• Information subject to change
• Information to be entered by Admin staff
• Each form requires an integrated map
• GIS index is a point shapefile
Sample Form
Static layout set up in
ArcMap
Static Text
Data Drive Page Name
Data driven page
attributes from Excel
Dynamic Map
Overall Future Plans
• Build in error checking and sophistication
• Scheduled processes
• Learn Python
• ArcGIS Pro Tasks
Q & A
• Tammy Kobliuk – GIS Coordinator, City of St. Albert
• tkobliuk@stalbert.ca
• 780-459-1730

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ESRI ERUC 2014 - Easy Automation for Process Efficiencies

  • 1. Easy Process Automation to Develop Work Efficiencies • Presented by: Tammy Kobliuk • City of St. Albert
  • 2. Today’s Objective • To give you ideas you may not have thought of • To see new uses for old tools
  • 3. Organization Overview • Municipal Government organization • St. Albert, AB – population 63,255 • 585+ Employees • City of St. Albert administration: • Corporate GIS group in IT Services > Total Corporate GIS Staff: 2.12 FTE (3) • Overall GIS structure is hybrid > GIS’ish staff in two other departments: 4 • Esri users since…2000
  • 4. System Environment • ESRI Small Local Govt ELA • ArcGIS Desktop 10.1 • Microsoft Office 2007 • FME ESRI 2014 (think Data Interoperability Ext.) • File-based central data warehouse • SDE installed, but no data loaded • VM Ware virtual server environment • Development, Test, and Production environments • Currently data stored on 4 different servers
  • 6. Why Automate? • Efficiency • Accuracy • Repeatability • Documentation • Transferability • Brainstorming
  • 7. Automation ROI Otherwise known as so much work, so little time... • Increase work capacity • Increase speed of tasks • Decrease manual tasks • Decrease the chance of mistakes • Transfer tasks to other staff
  • 8. ...and more • No misunderstanding instructions • The same process every time • No forgotten steps • No more typos
  • 9. Why Not Automate? “I don’t have time” “I don’t know how” “I didn’t know I should” “I didn’t know I could” “I only have to do it once”
  • 12. The Best Tool for the Job Is: • What you have • What you know • What you can afford • Sometimes what somebody else has already developed: don’t reinvent the wheel
  • 13. Key Available Tools • Modelbuilder • Data Driven Pages • Data Interoperability Extension (FME) - $ • Python
  • 14. Modelbuilder • Data replication • Data processing and extraction • Geoprocessing or process discovery • Geoprocessing automation • Workflow automation • Geoprocessing documentation • Task reassignment
  • 15. Server Data Updates One master file, one central data warehouse, three server environments, five servers
  • 16. Data Driven Pages • Map series type projects • Automated image extraction • Pre-filled form generation
  • 17. Data Interoperability Ext. • The “FME starter kit” for ArcGIS users • ArcGIS non-core extension (not in ELA’s) • Sample uses: • Data extraction • Spatial and non-spatial joins/overlays • Attribute field restructuring – names, field order, type • Complex attribute filtering, parsing, reassigning • Database QC and cleanup • Data prep for input into other applications • Data format conversion
  • 19. Python • Extend data driven pages • Extend modelbuilder • Hack someone else’s code • We don’t know it • We use it anyway
  • 21. Be Practical • Simpler is sometimes better • Multiple simple models not one big complex one • The information doesn’t always need to be in GIS • Excel • Text files • Non-spatial RDBMS files • Empower your end users • Enter their own data • You just generate the final (map) product
  • 22. Automation Shouldn’t be Last • Start with automation • Not an afterthought • Assume you should whenever possible • Automation can: • Affect how you build your data • Affect how you design your maps • Affect how you approach your project • Build your model/script as you discover your steps and parameters • Ensures you remember all of your steps
  • 24. Dispatch Map Data Extraction • 9-1-1 application interactive map • 17 data layers • Various formats • Various locations • Output indexed shapefiles • Quarterly data updates
  • 25. Dispatch Map Data Extraction
  • 26. Dog Park Maps • New Animal Bylaw • 20 off-leash and dog-friendly parks • Deliverable 1: internal planning maps • Deliverable 2: downloadable printable maps for the City website • GIS not part of the project team • Information constantly changing • Non-technical team members • The need for speed (fast turnaround)
  • 27. Dynamic Text: date Data Drive Page Name Data Drive Page attributes: Site Attributes -From joined Excel table -Entered by non-GIS staff Data Drive Page attributes: Site Comments -From joined Excel table -Entered by non-GIS staff Planning Maps
  • 28. Data driven page name Data driven page attribute Website Maps Static comments - Same each page Dynamic Text: Date Data driven page attributes From Excel spreadsheet
  • 29. Photo Radar Forms • Operator forms • Pre-set information for each site • To provide information to each operator • To help meet audit requirements • Information subject to change • Information to be entered by Admin staff • Each form requires an integrated map • GIS index is a point shapefile
  • 30. Sample Form Static layout set up in ArcMap Static Text Data Drive Page Name Data driven page attributes from Excel Dynamic Map
  • 31. Overall Future Plans • Build in error checking and sophistication • Scheduled processes • Learn Python • ArcGIS Pro Tasks
  • 32. Q & A • Tammy Kobliuk – GIS Coordinator, City of St. Albert • tkobliuk@stalbert.ca • 780-459-1730