3.10.1 GIS, map and content

The central class of the API is the GIS class defined in the arcgis.gis module. It represents the GIS you are working with to access and publish content or to perform different kinds of management or analysis tasks. A GIS object can be connected to AGOL or Enterprise/Portal for ArcGIS. Typically, the first step of working with the API in a Python script consists of constructing a GIS object by invoking the GIS(...) function defined in the argis.gis module. There are many different ways of how this function can be called, depending on the target GIS and the authentication mechanism that should be employed. Below we are showing a couple of common ways to create a GIS object before settling on the approach that we will use in this class, which is tailored to work with your pennstate organizational account.

Most commonly, the GIS(...) function is called with three parameters, the URL of the ESRI web GIS to use (e.g. ‘https://www.arcgis.com’ for a GIS object that is connected to AGOL), a username, and the login password of that user. If no URL is provided, the default is ArcGIS Online, and it is possible to create a GIS object anonymously without providing username and password. So the simplest case would be to use the following code to create an anonymous GIS object connected to AGOL (we do not recommend running this code - it is shown only as an example):

Due to not being connected to a particular user account, the available functionality will be limited. For instance, you won’t be able to upload and publish new content. If, instead, you'd want to create the GIS object but with a username and password for a normal AGOL account (so not an enterprise account), you would use the following way with <your username> and <your password> replaced by the actual username and password (we do not recommend running this code either. It is shown only as an example):

This approach unfortunately does not work with the pennstate organizational account you had to create at the beginning of the class. But we will need to use this account in this lesson to make sure you have the required permissions. You already saw how to connect with your pennstate organizational account if you tried out the test code in Section 3.2. The URL needs to be changed to ‘https://pennstate.maps.arcgis.com’ and we have to use a parameter called client_id to provide the ID of an app that we created for this class on AGOL. When using this approach, calling the GIS(...) function will open a browser window where you can authenticate with your PSU credentials and/or you will be asked to grant the permission to use Python with your pennstate AGOL account. After that, you will be given a code that you have to paste into a box that will be showing up in your notebook. The details of what is going on behind the scenes are a bit complicated but whenever you need to create a GIS object in this class to work with the API, you can simply use these exact few lines and then follow the steps we just described. The last line of the code below is for testing that the GIS object has been created correctly. It will print out some help text about the GIS object in a window at the bottom of the notebook. The screenshot below illustrates the steps needed to create the GIS object and the output of the gis? command. (for safety it would be best to restart your Notebook kernel prior to running the code below if you did run the code above as it can cause issues with the below instructions working properly)

Figure 3.18 Steps for creating GIS object and output produced by the gis? command in the previous code example

The GIS object in variable gis gives you access to a user manager (gis.users), a group manager (gis.groups) and a content manager (gis.content) object. The first two are useful for performing administrative tasks related to groups and user management. If you are interested in these topics, please check out the examples on the Accessing and Managing Users(link is external) and Batch Creation of Groups(link is external) pages. Here we simply use the get(...) method of the user manager to access information about a user, namely ourselves. Again, you will have to replace the <your username> tag with your PSU AGOL name to get some information display related to your account:

The user object now stored in variable user contains much more information about the given user in addition to what is displayed as the output of the previous command. To see a list of available attributes, type in

and then press the TAB key for the Jupyter autocompletion functionality. The following command prints out the email address associated with your account:

We will talk about the content manager object in a moment. But before that, let’s talk about maps and how easy it is to create a web map like visualization in a Jupyter Notebook with the ArcGIS API. A map can be created by calling the map(...) method of the GIS object. We can pass a string parameter to the method with the name of a place that should be shown on the map. The API will automatically try to geocode that name and then set up the parameters of the map to show the area around that place. Let’s use State College as an example:

Figure 3.19 Map widget in Jupyter Notebook produced by the previous code example

The API contains a widget for maps so that these will appear as an interactive map in a Jupyter Notebook. As a result, you will be able to pan around and use the buttons at the top left to zoom the map. The map object has many properties and methods that can be used to access its parameters, affect the map display, provide additional interactivity, etc. For instance, the following command changes the zoom property to include a bit more area around State College. The map widget will automatically update accordingly.

With the following command, we change the basemap tiles of our map to satellite imagery. Again the map widget automatically updates to reflect this change.

As another example, let’s add two simple circle marker objects to the map, one for Walker Building on the PSU campus, the home of the Geography Department, and one for the Old Main building. The ArcGIS API provides a very handy geocode(...) function in the arcgis.geocoding module so that we won’t have to type in the coordinates of these buildings ourselves. The properties of the marker are defined in the pt_sym dictionary.

Figure 3.20 Map widget in Jupyter Notebook produced by the previous code example

The map widget should now include the markers for the two buildings as shown in the image above (the markers may look different). A little explanation on what happens in the code: the geocode(...) function returns a list of candidate entities matching the given place name or address, with the candidate considered most likely appearing as the first one in the list. We here simply trust that the ArcGIS API has been able to determine the correct candidate and hence just take the first object from the respective lists via the “[0]” in the code. What we now have stored in variables walker and oldMain are dictionaries with many attributes to describe the entities. We create Features and then a FeatureSet to be added to the map.

Now let’s get back to the content manager object of our GIS. The content manager object allows us to search and use all the content we have access to. That includes content we have uploaded and published ourselves but also content published within our organization and content that is completely public on AGOL. Content can be searched with the search(...) method of the content manager object. The method takes a query string as parameter and has additional parameters for setting the item type we are looking for and the maximum number of entries returned as a result for the query. For instance, try out the following command to get a list of available feature services that have PA in the title:

This will display a list of different AGOL feature service items available to you. The list is probably rather short at the moment because not much has been published in the new pennstate organization yet, but there should at least be one entry with municipality polygons for PA. Each feature service from the returned list can, for instance, be added to your map or used for some spatial analysis. To add a feature service to your map as a new layer, you have to use the add(...) method of the map.content like we did above. For example, the following command takes the first feature service from our result list in variable featureServicesPA and adds it to our map widget:

The first parameter specifies what should be added as a layer (the feature service with index 0 from our list in this case), while the second parameter is an optional dictionary with additional attributes (e.g., opacity, title, visibility, symbol, renderer) specifying how the layer should be symbolized and rendered. Feel free to try out a few other queries (e.g. using "*" for the query parameter to get a list of all available feature services) and adding a few other layers to the map by changing the index used in the previous command. If the map should get too cluttered, you can simply recreate the map widget with the map = gis.map(...) command from above.

The query string given to search(...) can contain other search criteria in addition to ‘title’. For instance, the following command lists all feature services that you are the owner of (replace <your agol username> with your actual Penn State AGOL/Pro username):

Unless you have published feature services in your AGOL account, the list returned by this search will most likely be empty ([]). So how can we add new content to our GIS and publish it as a feature service? That’s what the add(...) method of the content manager object and the publish(...) method of content items are for. The following code uploads and publishes a shapefile of larger cities in the northeast of the United States.

To run it, you will need to first download the zipped shapefile and then slightly change the filename on your computer. Since AGOL organizations must have unique services names, edit the file name to something like ne_cities_[initials].zip or ne_cities_[your psu id].zip so the service name will be unique to the organization. Adapt the path used in the code below to refer to this .zip file on your disk.

The first parameter given to gis.content.add(...) is a dictionary that can be used to define properties of the data set that is being added, for instance tags, what type the data set is, etc. Variable neCitiesFS now refers to a published content item of type arcgis.gis.Item that we can add to a map with add(...). There is a very slight chance that this layer will not load in the map. If this happens for you - continue and you should be able to do the buffer & intersection operations later in the walkthrough without issue. Let’s do this for a new map widget:

Figure 3.21 Map widget produced by the previous code example

The image shows the new map widget that will now be visible in the notebook. If we rerun the query from above again...

...our newly published feature service should now show up in the result list as:

<Item title:"ne_cities" type:Feature Layer Collection owner:<your AGOL username>>