Friday, 25 March 2016

Kindergarten Kartography

Over the years I’ve seen many changes in learning in the realm of cartography. I’m going to use this blog post to reflect on those changes and offer some thoughts on the current state of education in cartography as I see it or, more specifically, how it's become monopolized by people with very little cartographic education of their own to speak of.

Many of us in the geo or cartography business, whatever we do, can point to a love of maps in our school-age years. Struggling for motivation to do something else, I took my own love of maps to what I saw as a more serious step by taking a formal qualification when I studied it for a Bachelor’s degree. I had in mind that I wanted to be involved with maps as a career of some sort and getting an education in them was a key component to becoming proficient and, well, qualified!

My degree course was a very vocationally designed course because it had served as an entry point to the UK cartographic industry for decades. A lot of it was practical but the practical techniques were nothing without the theoretical and conceptual understanding we were taught alongside. Of course, history now shows that many of the techniques I learnt (scribing, photo-mechanical production etc) are long gone and if truth were told, the course was probably lagging behind the technology at the time as computers were replacing many functions of the cartographic process. This is a fairly typical scenario as University courses still struggle to keep pace with the rapid evolution of technology.

As I graduated, the UK cartographic industry was rapidly shrinking as GIS exploded onto the landscape. But while the technology has changed profoundly, many of those key ideas, concepts, theories and abilities to critically evaluate have changed very little. The technical and practical aspects were quite honestly the most trivial aspect of my degree. It was the thinking and the development of a cartographic mind that was the most important aspect. Of course, at the time we though just making a decent looking map would get us a good grade. Often that was the case but rarely did we really appreciate that our tutors were actually grading what was going on behind the map…not what the end product looked like. I used to use a pen and scribing tool. I have coded maps before and now I work with servers and portals and other ‘stuff’….increasing animations and 3D. Anyway, the point is, we can easily pick up new ways of doing but picking up the thinking behind the doing isn’t a trivial learning task.

So I loved maps and wanted to better understand them and how they were made. But more than that – I wanted to prepare myself for entering the workforce doing something I loved. And in deciding upon that, the logical step is to do your research and find out where and who is going to give you the best education. I was going to go to Swansea University to do their Topographic Science degree but I ended up going to Oxford Polytechnic. Like most people looking for higher education, University was a logical step. I wanted to learn from the best; people who had been there and done it and who had their own qualifications as badges of authority and experience in cartography. My tutors were internationally known and contributed to cartography in academic and industrial settings. I went to arguably the top place for budding cartographers because I wanted a high quality education and to join the pantheon of cartographers who could point to their alma mater as a badge of quality. The best I could get from masters in the area to set my career up in the best way I could.

As I entered an academic career I soon began learning how to teach and how to be a researcher. Pedagogy became a very important component of my professional life. I had learnt domain knowledge during my degree studies and the mindset of lifelong learning means that I still learn every day. I had practical ability yet the practice of cartography was already rapidly changing and I never used photomechanical production techniques in a real workplace. As an academic I probably wasn’t as practiced as I could have been (a common accusation of teachers generally) but the skills and techniques of being able to teach and lecture were vitally important. I took courses in pedagogic theory and various diplomas. Over the next 20 or so years the process of lifelong learning you acquire as a professional academic meant I kept abreast of current thinking to inform my domain knowledge, my practical abilities and changes in pedagogy. You never become a finished article either in domain knowledge or the ability to teach but knowing how to question and, importantly, to find out the bits you don’t know is important. You also learn an awful lot about people and how to help, encourage or push people to achieve their own goals. Teaching has its very own set of vitally important skills over and above the content.

So where’s this going?

Ultimately, I left academia because I was tired of the admin and bureaucracy. I really enjoyed teaching my students and helping them realize their own passion in mapping. Sometimes I’d lose some along the way because they actually weren’t that interested. Some now have very successful careers in geo and that makes me proud. Some teach…some teach cartography. I stay in touch with many of them. During my academic life I went to many conferences and I could be absolutely certain each would have a panel or a discussion on pedagogic approaches to teaching geography/cartography/GIS/whatever. The format was largely the same. Often it was the same people. The outcomes were normally the same…largely boring summaries of the need for more…better…free…blah blah blah yackity schmackity. Alongside this in the literature, debates raged about the fashion for degrees that were focused on theory to become more vocational and vice versa. The training vs teaching argument was well worn. With heavily practical disciplines like GIS (whether it was ever a discipline at all was another debate entirely) should we be teaching concepts? Should people always have to learn using ArcGIS? Was a broad spectrum of software important to know? Were courses simply driving schools for buttonology? The debates were endless but one thing that characterized them was that rarely did people start from the last end point or argument. They just started again rather than consider the wider context. Their own narrow empire was their only concern. They did one thing very well and that became their very own ivory tower – the pinnacle of knowledge and learning for others to find and believe in.

Towards the end of my time at Kingston University myself and colleagues were well travelled, often leading sessions for other lecturers and academics in the UK on how to teach GIS, or cartography, or mobile mapping fieldwork. We were seen as leading in both discipline, practice and pedagogy. We received numerous research grants for developing technical innovations. We were researching and mapping social media feeds and taking advantage of them in teaching and learning nearly 10 years ago and helping others devise their own approaches for instance.

So have things changed?

The mapping landscape has changed profoundly. New software. New companies or organisations. Free and open data and software. Everything is quicker with social media feeding an endless daily appetite for something, anything, that people consume as ‘new’ (which often isn’t but that’s also a different tale). One person does x, the next responds with y. One person colours their OpenStreetmap in one fashionable way, another makes a hand-drawn version and yet another still does some crazy psychedelic trippy animated thing. All fun in the kiddie’s sandpit but what about outside the sandpit where the real world of mapping exists; where making a version of a basemap in an arty style actually doesn’t cut it for any practical purpose?

Things haven’t really changed and so the disconnect between theory, practice and praxis widens. I’ve seen panel discussions at recent conferences that have opened up the same tired debates, just with different people ignoring what’s gone before. We’ve largely solved the pedagogic debates about training vs teaching. It’s out there (in the literature) if one cares to find it but of course it totally destroys people who want to be seen as innovators to not be seen to be carefully considering this stuff. The discussions are repetitive and say more about the naivety of the panelists rather than their depth of understanding of either their chosen domain or pedagogy. They love playing in the sandpit but the tantrums start as soon as someone wants to play more seriously.

What I have observed is that the players involved are very different to those of 10, 20, 30 and more years ago in terms of the cartographic domain. Cartography seems to have become a past-time rather than either an academic subject or a professional vocation. Many involved in making maps are doing so from a background of education in anything but cartography yet they’re found a passion for making maps. They want to be seen as makers and doers and that is sufficient. Most of this is due to the burgeoning availability of data and the internet as a powerful democratizing tool. Cartographic technology has shifted so rapidly that it’s hard to conceive of someone now wanting to take a Bachelors degree in it. It doesn’t conjure up the image of a real subject any more. It’s been demoted to what a hacker might do with a couple of spare hours and a Mac Book in Starbucks.

So what courses do people want to study to gain qualifications in? It’s pretty much anything but cartography because you can now get your cartography from the internet or from meet-ups or from anywhere but an institution which is set up to deliver education. But the craziness of this situation is that many people who now purport to be fine purveyors of map education sought expert tuition for their own non-cartographic qualifications at some point. Yet now, they’re shouting loudly about how they are now best-placed to offer cartographic training. Let’s be clear – I’m happy for anyone to offer advice and training and help in areas they have some level of knowledge or expertise in but there’s no substitute to learning from experts – people who are experienced, have deep domain knowledge and have played beyond the sand pit. The mantra of beginners for beginners doesn’t cut it. Students in a Bachelors class being taught by an intern or teaching assistant is no substitute for the Professor. They have the merit and background to support and lead learning. They can assess the quality of work against expected norms and relative work. Not everything is super cool or awesome. Some work is, frankly, awful and you’re doing people an injustice by telling them simply by taking part you are becoming proficient or an expert in either domain knowledge or practical ability. As a lecturer I was happy giving fail grades. I was also happy giving grades well into the 90% and higher range. The variation was huge. Not everyone excelled. Some had natural talent, some worked hard to achieve. Grades reflected ability and outcome. I was only able to understand how to assess and comment on quality because I knew my subject and knew how to support teaching and learning through an understanding of pedagogy. By all means go and enjoy the colouring in with computers at a local meet-up and figure out a little trick that makes a task easier – but do not be fooled into thinking this equates to expertise.

And how did this dumbing down of cartographic education and the rise of kindergarten kartography come about? Because of the admin and bureaucracy I so hated. The documents, forms and paperwork that we had to complete to get a new or revised course up and running were horrific. We had to get industrial reviews. We had to pass the work across many other academic and practitioner’s desks. We had term reviews, semester reviews, annual reviews, quinquennial reviews and validation and re-validation events at which external people would pour over ever small item of our plans to check it and assure themselves of the standards it sets. That’s how proper education works. Checking and cross-checking and review after review after review. That was how, ultimately, we could stand in front of students and know we were delivering top class content in a modern, stimulating, caring and professional environment. All of that developmental work gave assurances to the student too. When we could claim most graduates got jobs in the field on graduation we were not making vacuous statements. We knew what we were delivering was what industry and society wanted and needed. We had their buy-in. We were meeting government-set targets for qualified and able graduates. We also kept pace with developments to ensure students were at least on the curve if not as much ahead of it as we could make it. Proper education leading to proper qualifications that were the student’s license to demonstrate they had a proper qualification in the subject they studied. A subject that had an avowed intent to marry domain knowledge with practical skills; to develop knowledge and understanding; a critical and evaluative approach; and a desire for lifelong learning. But too many people have become fed up with this requirement as they search for a quick fix. Taking time to learn something is not seen as a requirement for becoming an expert. Playing the long game is no longer regarded by many as a wholesome approach to learning and by many of the current crop of people who claim to offer educational or training services they do so based on a complete lack of quality assurance that anyone can rely on.

This is why I find today’s trend for short-form online learning and meet-ups as being heralded as THE place to learn cartography so dispiriting. Many of these people seem unaware of so much both in domain knowledge and pedagogy. They’ve rarely gone through any education or training in cartography so their badges are from other disciplines yet they now claim to be the carto-educators of choice. Frankly it’s a tough job to counter that culture precisely because so many formal courses are no longer offered but it doesn’t make it right. It simply doesn’t stack up. You can’t want a qualification from one set of experts then profess to others you’re one in some other subject. MOOCs, I feel, are a special case and most people seem to avoid the reality that many are done as loss-leaders to whet people’s appetite and get them sufficiently interested to take a fee-paying version of the course. Universities do it. Corporations do it. You hardly see any reading lists any more either – the ability to use Google seems to be the only requirement for an inquisitive mind. If content isn’t already online then it’s all too often seen as irrelevant.


Of course, much of this has to do with the death of cartography in the classroom. It’s inevitable people seek education from people offering it and if the traditional arena has dried up then of course motivated individuals and groups will see a gap in the market they feel they can fill. And I am part of that problem because I’d had enough of University life and the crap that got in the way. But I also hope that reaching an audience through various blogs and by continuing to go to conferences and meetings helps others. I’m also writing a book…yes, a real, live book to support much more than the return to button-pushing that current quasi-carto-educators seem to have returned to (side-note…you know, coding is also just button pushing by a different form. I don’t care whether you change the colour of a highway using CSS, javascript or a GUI). And, of course, people love ‘free’ and so free meetups with free content led by people who don’t charge for their time and where free pizza or beer is offered as enticement are bound to be a win win. Except what many don’t seem to realize is it’s a false economy. My suggestion is do some research and ask around. If you want to know something about cartography and really want to get an education in it, seek out a professional who has a background domain and pedagogic knowledge. In the UK I’d look at UCL, City University, Leicester or Nottingham University. In the US, just go check out Penn State, University of Madison-Wisconsin or Oregon State University. Of course, others exist but I’m just picking out a few places to start. Get your qualifications from relevant experts and not from the market stall purveyors who are offering knock-off merchandise. It might look like a good deal but it’ll probably break after a week or two. Get your background in cartography and don’t see Kindergarten Kartography as a sufficient substitute.

As a final thought I do want to be absolutely clear that I'm happy for everyone to have a go at making maps as I have said numerous times before. I'm also more than happy for people to pass on tips, tricks and nuggets of advice via many different forms. I use this sort of advice and self-learning ever day to supplement what I know and to learn from others. Don't mistake this discussion as some sort of claim that no-one is allowed to utter anything about cartography unless they've put in 40 years and have multiple badges of honour. That would be absurd. There is a place for everyone to contribute to the wider realm of cartographic understanding. It's just that the balance has gone. I feel we've tipped into a dangerous area where people are getting hooked on relatively appealing and accessible fayre masquerading as quality assured content. Get hooked on the good stuff and you'll find it sustains you much further than the local sand pit.

And by the way, next time you're at a conference watching a panel discussion on the topic of Cartographic education just step back and think about whether the panelists really have the chops.

Thursday, 7 January 2016

Not a very (oil) slick map

Just a short post on a map in today's The Telegraph showing barrels of oil per day by country.

Here's a screen grab and you can see the live map here.



Nice to see data represented as a percentage to allow proper comparison across the map but the classification scheme and colours used in the classification scheme have me a little bothered.



Here are the questions I ask...


  • Why a diverging colour scheme for a single variable with no apparently meaningful critical break value?
  • What is the value when the colour scheme breaks from greys to reds?
  • Why 2 classes for the greys and 4 for the reds?
  • What are the class break values anyway...how has the data been classified?
  • If oil conjured images of a 'black liquid', why would you use solid black (implying totality maybe) at the lower end of the classification scheme?
  • Why do the reds vary not only in lightness but also in saturation, meaning the don't provide a good sequence in visual terms?
  • Why is it on Web Mercator when a choropleth really should be on an equal area projection?
  • Why, oh why, if you use greys in the colour scheme do you then use light grey to denote NO DATA (which places it somewhere in the middle of the classification)?





These and other questions we'll likely never know the answer to...but these are the sort of things that need addressing so the uninitiated reader doesn't fall foul of the tricks their eyes play on them when reading such a map. Misconstruing the message is inevitable if such cartographic issues aren't addressed to minimize the limitations of our cognitive systems.

Tuesday, 22 December 2015

Favourite maps from 2015

I feel it's been a good year in cartography. Since I started this blog, focusing on cartographic howlers, the various tools with which people make maps have improved and the quality of maps is also improving. Maybe there's some learning going on? Maybe people are striving for a better product? Maybe it's just harder to make mistakes? Whatever the mix of forces at work, I've woken more often to a decent diet of maps across social media than in previous years which can only be a good thing.

Of course there's still real humdingers and cartofails but there always will be. The balance seems to be shifting as defaults in mapping tools improve and, hopefully, people's acceptance of sub-par products is waning. I've always maintained that quality beats quantity and great maps will always outshine the rest. It's therefore pleasing to see so many year-end reviews focus on what are actually good maps rather than just a list of viral click-bait cartography. I've seen some great maps this year and the fact this blog was difficult to compile to keep it to a manageable length is testament to that fact.

We've seen a good number of new books on cartography this year too. Jonathan Crowe put together his usual review so head on over there to see the highlights. I'm bound to put in a little plug for MAP (Phaidon Press) because I had some involvement. Lovely Christmas book for that map-mad family member or friend. Others are available.

Some year-end reviews are already out there which are well worth a look (Visualoop interactive maps part 1, Visualoop interactive maps part 2Visualoop print infographics, Maps Mania). They generally focus on online/interactive maps although Visualoop's print infographics selections include many high-quality map-based products. Thanks to those who put some of my work in their lists :-)

Here, then, I'd like to offer my selection of my favourite maps of the year which go beyond just reviewing what you can access online. Some you'll have seen because they are shared widely on the internet. Some I saw at various conferences and use that odd technique called 'printing and publishing'. That means they are on a medium called 'paper' so they might not have got the 'likes' that web offerings can garner. My criteria are simple...the map made me want to spend time with it. It was pleasing to look at and functions well in the context of its purpose. Sometimes I wanted to use the map to find something out. Sometimes I just wanted to look at it and enjoy.

So in no particular order...

A world of lotus, a world of harmony by Liao Zhi Yuan
A lovely little hand-drawn map by 15 year old Liao Zhi Yuan from China who won an award at the ICA Children's Map competition in Rio. Such a simple idea and beautifully drawn.



Flaming Gorge by Patrick Kennelly
Wonderfully atmospheric terrain rendering with sumptuous use of colour to pick out the water. Rather than just pick out terrain, the technique includes complex shadowing to create a stunning depth of tonal variation.




Route guide for the Cumbres & Toltec Scenic Railroad by Doug Cain
Situating the figural railroad against a beautiful backdrop, this is an old style strip map presented in three overlapping sections. Not every map has to fall in a single rectangle!




Graphical and Statistical Atlas of Switzerland 1914–2014 by Federal Statistical Office
A perfect example of how to make a thematic map atlas. great use of colour, typography and layout. If web cartographers want something to aim for in terms of visuals...just study this atlas.





Antarctica and the Southern Ocean Seafloor by M. Buchroithner and L. Radig
Difficult to show in a photograph but this map takes lenticular printing to a whole new level. The map, quite literally, has depth and makes excellent use of the medium showing different features as different layers.




The Magnificent Bears by Annukka Mäkijärvi
Attractive and engaging. At first glance just a choropleth map but a great example of building artistry into the map in a subtle way. Possibly my favourite map of the year.



The New York Skyline by National Geographic
Excellent interaction, flow and layout of this web story with terrific use of 2D and 3D isometric views. A lot has been omitted - that's the success of this. Less is more. Online here.


Non-stop by Alberto Lucas López
A great use of projections and effective colour to reveal something specific marries form and function perfectly. A great antidote to flashy interactive stuff which just isn't needed much of the time. A huge dose of cartographic control and polish.




Global View: Climate Change in Perspective by Bloomberg
Simple but nicely rendered spinny globe. Good combination of text, images, maps and graphs. Judicious use of colour. Online here.




London Squared by Aftertheflood
Just a simple cartogram but it works well and has multiple uses with versions that hold images and different graph types. Recognisably London with great use of the River Thames in the design which anchors it much like the tube map.  Online here.


PAC-MAN by Google Maps
Google are going to find it tough to beat their 2015 April 1st offering next year. Combining the classic arcade game across the map - so much fun (and hours).

 


Goodwood Festival of Speed visitor maps by Mike Hall
Mike's unique style gives this map a unique character. Large scale plan views and lovely isometric drawings accompany it. Worth exploring his other cartographic work including illustrated plans of London. Online here.



Airbnb activities by Airbnb
Not all virtual globes are the same. Here, a stylized effort with cartoon planes and landmarks makes this a stand-out from the rest. Nice detail and animated symbology throughout. Online here.



36 (virtual) views of Mt Fuji by Nathan Shephard
Co-worker Nathan Shephard has built a wonderful innovative map locating and showcasing Hokusai's famous paintings. Nice use of 3D cartography with billboarded art. Here's his short video showcasing the work. Online here.




UK 2015 general election results in full by The Guardian
Comprehensive dissection of the election results using a hexagonal cartogram base and different ways to interactively slice and dice the data. Detailed and invites exploration. Online here.




Killing the Colorado by Propublica
Top drawer online story telling with excellent use of embedded maps and one of the few maps where an imagery base combined with simple vector overlays makes sense.. Online here.



Do you remember where Germany was divided? by Berliner Morgenpost 
A very clever way to engage and actively involve the readership by getting them to draw the historic divide on the map. Such a simple idea but so captivating. Online here.



A Journey Through Time by Swisstopo
A slick interactive portal to explore the delights of Swiss cartography since 1884. Includes a beautiful 2.5D tilt too. Online here.




And the worst map of the year? Ryan Maue's continued efforts with the abominable rainbow colour schemes on his weather forecast maps.


He won the Gromit award for the worst map at the Mapping Together conference earlier in the year and I can't quibble. Worthy winner though there's also been some other humdinging cartofails such as...

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And that's it for 2015. There's always a danger that between now and the end of December someone will publish something worthy of inclusion. Maybe. We'll see. Mappy Christmas.

Monday, 12 October 2015

Principles of cartographic design

I was following an email discussion late last week regarding the search for some online principles of cartographic design. Many exist in various books that those with a cartographic background are aware of but, of course, people prefer to want their information for free via their glass lens on the world. Actually, there aren't many online. Ordnance Survey have some here which are certainly worth a look but it's still books that get into the detail you'll need if you're going to really learn about cartography.

Some see principles as rules but that gives them a status of authority and absoluteness that suggests they shouldn't be broken at all, at any cost. There are some rules in cartography (such as which govern effective text placement; or to process data into a rate for a choropleth map) but I see principles as guidelines that provide oversight for the map you're making. I'm happy for them to be challenged and broken and innovation often comes from that process. I'm also strong of the opinion that if you know some principles you're in a good position to also know when and how to challenge them in your design. You'll also be able to easily recognize when a map eschews principles and simply fails.

One of my friends from the UK, Alan Collinson (of Geo-Innovations) reminded everyone in the discussion of the principles that the British Cartographic Society Design Group drew up some time ago. I'm guessing this would be the late nineties or thereabouts. I have a vague memory of them at the time but the internet wasn't then what it is now and these ideas tend to get lost. Many good cartographic minds and practitioners conceived of them so I thought it worth posting them here, as is. Some may find them helpful. Interestingly, the principles are prefaced with three statements and as you read through you can see the underlying current of fear about the spectre of GIS as a threat to cartographic design. Perhaps the parallel now is the threat to quality by ubiquitous citizen mapping?

STATEMENTS ON CARTOGRAPHIC DESIGN

The purpose of cartographic design is to focus the attention of the user.
The Principles of cartographic design are timeless, the results are not.
The rules of cartographic design can be taught and can be learnt, principles and concepts have to be acquired and practiced.

THE 5 PRINCIPLES OF MAP DESIGN

1.  CONCEPT BEFORE COMPILATION
Without a grasp of concept the whole of the design process is negated.  The parts embarrass the whole. Once concept is understood, no design or content feature will be included which does not fit it. Design the whole before the part. Design comes in two stages, concept and parameters, and detail in execution. Design once, devise, design again User first, user last.  What does the user want from this map? What can the user get from this map? Is that what they want? If a map were a building it shouldn’t fall over.

2.  HIERARCHY WITH HARMONY
Important things must look important, and the most important thing should look the most important."They also serve who only stand and wait". Lesser things have their place and should serve to complement the important. From the whole to the part, and all the parts, contributing to the whole. Associated items must have associated treatment. Harmony is to do with the whole map being happy with itself. Successful harmony leads to repose. Perfect harmony of elements leads to a neutral bloom. Harmony is subliminal.

3.  SIMPLICITY FROM SACRIFICE
Great design tends towards simplicity (Bertin). Its not what you put in that makes a great map but what you take out. The map design stage is complete when you can take nothing else out. Running the film of an explosion backwards, all possibilities rush to one point. They become the right point.  This is the map designer's skill. Content may determine scale or scale may determine content, and each determines the level of generalisation (sacrifice).

4.  CLUTTER TO CLARITY
Maximum information at minimum cost (after Ziff). How much information can be gained from the map, at a glance? GIS has forced cartography into one of its utility phases, the necessary information but without visual interpretation. What we need is functionality, not utility.  Design makes utility functional.  Design increases the information transfer process because a
well designed map has clarity.  Clarity is achieved by compromise. All designs are a compromise.  A compromise between what could be shown and what can be read and understood.

5.  EMOTION EXPRESSES, ENGAGES AND ELUCIDATES
Engage the emotion to engage the understanding. Here is the crux for all GIS Systems.  The one thing that cartographers acknowledge when creating maps is that it takes something out of them. They have expended some invisible emotional energy in the act of creation. When a GIS system cries over its map then I believe we cartographers will be defunct. Design with emotion to engage the emotion.  Only by feeling what the user feels can we see what the user sees. Good designers use Cartographic fictions, Cartographic impressions, cartographic illusions to make a map.  All of these have emotive contents. The image is the message. Good design is a result of the tension between the environment (the facts) and the designer. Only when the reader engages the emotion, the desire, will they be receptive to the maps message. Design uses aesthetics but the principles of aesthetics are not those of design.  We are not just prettying maps up.

There you go...maybe we should think of updating them? Actually, I am...in a book I'm currently writing with Damien Saunder called 'Cartography.' A book. Not a web site. We're excited by it...a modern book on cartographic design that delivers principles and practical advice. As of today we're about half way through writing it and hoping it'll be published by the middle of next year.