Geog3561_F23_Lab09_Instruction
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Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
Lab 9: Address Matching and Geocoding
Due on: Dec. 5th and 6th for Tuesday and Wednesday labs respectively.
Available until December 7th-8th.
GENERAL INFO
Complete the lab exercises described below. When you have worked through the lab, answer the
questions that appear at the end of this document. Save your completed homework questions as a
new Word or PDF document, making sure to include the day of your lab section (T or W) , your last
name, and “Lab09” in the file name (ex. “T_Song_Lab09”) and upload your final map.
INTRODUCTION
It is very common for many organizations to use GIS in decision making through tracking the
addresses of their clients. Methods of address matching or geocoding are developed to turn street
addresses into useful geographic information.
In this lab, you will use GIS to locate existing East-Asian grocery stores in Minneapolis. You will
then compare their locations with the demographic composition of different neighborhoods in
Minneapolis. At last, you will make recommendations on a potential location for a new East-Asian
grocery store.
LEARNING OBJECTIVES
For this location search, we have created a table of East-Asian grocery stores in Minneapolis from
the local telephone directory, and downloaded the necessary TIGER files from the Census Bureau
Web site. You will first geocode the addresses of the east Asian grocery stores in Minneapolis to see
where they are located spatially, and then examine the locations of them in relation to the
demographic composition of neighborhoods in Minneapolis, according to 2000 census tract data.
After completing this lab, you should:
1.
Be more comfortable working with socio-economic data and ArcGIS Pro.
2.
Understand how to match addresses through geocoding.
3.
Better understand query, join, visualization, and map production.
Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
EXERCISES
I.
Setup
1.
First, set up some disk space for your work in this lab. If you have not already created a personal
working folder (C:\Users\simp1234\Desktop\Lab09) on the desktop, do so now. Then, copy
the lab data (available on Canvas) to your new working folder. Download and extract the Data
for Lab 9 from the course Canvas page and extract it to your working folder. There should be
two shapefiles,
Minneapolis_streets.shp
and
Minneapolis_tracts.shp
, and two tabular files,
race.dbf
and
stores.txt
.
2.
Open ArcGIS Pro and start a new map project. Remember to follow course convention for
naming the files
<initial of lab section day>_<your last name>__lab09
and save your
project in your lab09 folder. Check the box next to “Create a new folder for this project” then
click OK.
Add folder connection
to your working folder in the Catalog pane.
3.
Add
Minneapolis_streets.shp
and
Minneapolis_tracts.shp
,
and
the
two
tabular files,
race.dbf
and
stores.txt
, to the map.
4.
Change the name of the map frame to “
Minneapolis
”.
5.
Open the
Symbology
pane of
Minneapolis_streets
. Change the color of the street network to
dark gray. Change the fill color of
Minneapolis_tracts
to light gray in the same way.
II.
Geocoding the addresses
In order to display the locations of East-Asian grocery stores in Minneapolis, it is necessary to
geocode the Stores.txt table. Geocoding will create one point for every address listed in the table
using the reference data (Minneapolis_streets.shp) to determine approximate address locations.
6.
Open the attribute table of Minneapolis_streets, you will see a list of attributes to be used for
geocoding. Think about how they could be used to locate an address (street names, type of street
(such as avenue, lane, drive, etc.), address number ranges, among others). Close the attribute
table.
7.
Now we need to create an address locator. Open Geoprocessing Tools. From toolboxes, select
Create Locator
from Geocoding Tools.
In the Create Locator dialog box, select “
United States
” as the Country or Region. Use
Minneapolis_Streets
as the Primary Table. Select
Street Address
as the Role.
Look at the Field Mapping. Notice that some fields in the Field Name category start with a *,
which means they are required. We will need to select the correct fields for these required
Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
categories. Look at the attribute table for Minneapolis_Street for what could be used. See below
for the correct fields. Now, name the locator
Mpls_addresses
and select
English
for the
Language Code. Click Run, you will get an error. This is because we have not defined the city or
region. Since all of the locations are in Minneapolis, we can ignore this. This locator will be
stored in the default geodatabase of your lab09 project.
8.
Once the locator is created, you can find it under
Locators
group in the Catalog pane. Right
click the locator
Mpls_addresses
and select
Properties
.
Within the properties dialogue box, go to the
Geocoding Options
tab. Under
Match Options
,
find the
Match with no zones
field and confirm the field is set to
Yes.
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Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
9.
Select
Rebuild Address Locator
tool from Geocoding Tools. This will reconstruct our Address
Locator. Select
Mpls_addresses
as the input addresses locator and click Run.
10.
Now, it is a good time to perform geocoding. Select
Geocode Addresses tool
from Geocoding
Tools.
In the Geocode Addresses dialog box, select
Stores.txt
as the address table and add the
Mpls_addresses
as the input address locator. Change the Address Input Fields from Multiple
Fields to
Single Field
. Select
Address
for the “Full Address”. Note that ArcGIS Pro links the
Address information with the appropriate field. Name the output feature
Stores_Location
.
Click Run.
Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
11.
When the geocoding process is done, ArcGIS Pro shows a message that geocoding has been
successfully completed. Click the small triangle next to the green message to expand hide
messages.
You are able to see the number of addresses that have been geocoded, and the number of
addresses that have not, as well as those that have more than one potential match (close enough
that they are considered to be “Tied”). One common factor is mistakes in the street addresses.
An “unmatched” can also occur when an address is located on a new street that has not yet been
included in the reference theme.
12.
Right
click
the
layer
Stores_Location
in
the
Contents pane. Click Data >
Rematch
Addresses…
.
The Rematch Addresses pane usually displays all the records in the geocoded feature class singly
in the pane in three categories: Matched, Unmatched, and Tied. However, in this exercise, there
Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
is no tied result. Only two tabs are shown in the pane: Matched and Unmatched. The pane
opens to Unmatched addresses by default, which for this exercise should contain five records.
13.
To rematch addresses, you can either edit fields to find a better match, or choose a match from
the candidate list. Click the small triangle buttons at the middle of the pane to browse the two
unmatched results. The first one is “2015 East 24th Street.” The written out “East” makes it
unable to match to the street network, which uses the short form “E.” You have to manually edit
this to “
2015 E 24th Street
” then
Save Edits
.
After changing the full address, a candidate
with a score of 71.28 appears, which is the location we want. Click
Match
.
14.
15.
The second one is "451E Industrial Blvd NE Minneapolis". The letter E in 451E stands for the
East building at 451 Industrial in the TIGER lines. So you have to manually edit the full address
to
451 Industrial Blvd
then
Save Edits
. After changing the full address, a candidate with a
score of 85.88 appears, which is the location we want. Click
Match
.
16.
The remaining locations will have a similar problem to the first unmatched location. The
direction will need to be rewritten to the short form. The remaining locations should be 1835
Central Avenue NE, 1724 Lowry Avenue N, and 1840 E 38th Street. Make sure to match these
locations and Save Edits.
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Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
17.
Close the Rematch Addresses pane and save your project.
III.
Mapping Demographic Composition of Neighborhoods in Minneapolis
In this section you will create a thematic map describing the demographic composition of
neighborhoods in Minneapolis. First, because there is no demographic data currently in the census
tracts attribute table, you will need to join the data in the demographic attribute table (race.dbf) to
the census tract attribute table (Minneapolis_tracts). Since you learned how to join tables and create
a simple thematic map in Lab 7, we will skip the detailed instructions in this section.
When in
doubt, refer to Lab 7 or the ArcGIS help docs.
18.
In the Contents pane, right click the
Minneapolis_tracts
. Click
Joins and Relates
and select
Add Join
. Choose
TractID
in Minneapolis_tracts to join with
Tract
in Race.dbf. Check the box
next to “Keep all target changes” and click
Run
. [ If you cannot see the Minneapolis_tracts layer
after joining, just ignore this problem and continue.]
19.
Right click on
Minneapolis_tracts
and open its
Symbology
pane. Select
Graduated colors
.
For Fields, pick the one you think would be useful for the placement of an East-Asian grocery
store. For example, you may want it to be close to the Asian neighborhoods, or you may want to
serve the mostly White suburbs. Also think about if you want to normalize the values (against
the total population or other fields). Normalization will convert a raw count like the Asian field
into a ratio. Raw counts are generally not appropriate for choropleth (graduated color) mapping.
Feel free to experiment with different color ramps and symbol settings. Also think about which
classification method best reflects what you are trying to convey to your audience. When you are
done, close the Symbology pane.
20.
To
make
your
map
easier
to
understand,
we
will
next
create
a
definition
query
in
Minneapolis_streets so that only expressways are displayed. Right click
Minneapolis_streets
,
and then click
Properties
. Select
Definition Query
tab in the layer properties dialog box. Click
on the
New Definition Query
button.
The field CFCC, which refers to the Census Feature Class Code, contains a code that we will use
to isolate the expressways. We know that A15, A16, and A17 all refer to expressways. Build your
query in the following manner:
CFCC Includes the value(s) A15, A16, A17
Which is basically saying that if the value for CFCC matches any of the selected values, then
display it. Click Apply. You should see something like the image below.
Geography 3561/5561 Fall 23
Lab 09: Address Matching and Geocoding
Close the Query Builder.
21.
Now open the Symbology pane for
Minneapolis_Streets
. Under properties tab in the
Symbology pane, change a distinct color to contrast the color of the tracts, and increase the
width to 2. Click Apply.
22.
Next, pick an appropriate symbol for the East-Asian grocery stores you geocoded in the last
section. The color should contrast the surroundings and it should be big enough to be easily
seen, yet small enough to be precisely located. A size of 8 is a good choice, but try out other
sizes to see which one you find to be the most visually appealing.
23.
Create an appropriate layout for this map. Recommended size: portrait - letter. Make sure to
include the appropriate elements of a good or “correct” map, e.g., descriptive title, legend, scale,
north arrow, date, author, data sources, projection information. Be sure to edit the legend to be
more meaningful for a non-GIS user.
24.
Export your map as a JPEG and paste into your Answer Sheet document, to be submitted with
your question responses.
IV.
Further investigation for those interested
23.
Zip code marketing is becoming a very common marketing technique. Marketing analysts gather
demographic data from the census and consumption behavioral data from membership cards
(discount cards issued by grocery stores, for instance). Geocoding plays a very important role in
matching
consumption
behaviors
with
spatial
data.
This
marketing
technique
is
rather
controversial in the social sciences. Some researchers consider it as unethical and intrusive to
personal privacy. Look for discussions on this matter in academic publications and think about
their implications in GIS ethics.
SUBMISSION FOR GRADING
1.
The map you produced.
2.
Answers to the questions in Answer Sheet.
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