Configure Address Data Management

Learn how to configure the Address Data Management solution to meet specific needs in your organization.

Configure address data management project

The Address Data Management solution includes an ArcGIS Pro project and sample data you can use to explore data management workflows. When you are ready to configure the project, a series of tasks are included to help you review the schema, make modifications to the maps and layers, load your data, and optionally migrate into ArcGIS Enterprise.

1. Sign in to your ArcGIS organization and browse to the Address Data Management Desktop Application Template.
2. Open the item page and click Download.
3. Unzip and open the Address Data Management ArcGIS Pro project.
4. On the View tab, in the Windows group, click Catalog Pane.
5. In the Catalog pane, expand the Tasks folder, and double-click the Address Data Management task.
6. In the Tasks pane, expand the Configure Address Data Management task group.

Review schema

Included in the solution is a data dictionary that describes the feature classes, relationship classes, and domains included in the Address Data Management geodatabase.

To review the data dictionary, browse to the Data Dictionary.htm file included with the Address Data Management project and open in your default web browser.

Define spatial reference

The Address Data Management project comes with two file geodatabases. Address Data Management Sample.gdb contains data designed to help test workflows supported in the solution.

Address Data Management.gdb is an empty geodatabase with the same schema and a spatial reference set to Web Mercator. You can use this geodatabase to define your spatial reference and load your data.

To define the spatial reference, follow the steps in the Define spatial reference task.

Configure maps, layers, and rules

The Address Data Management solution leverages preconfigured attribute rules to automate many of the editing workflows. For example, when you create an address point, a unique ID is automatically generated for the point.

In some cases, you may need to modify the default schema included with the solution to meet your organization’s needs. If you need to remove or rename fields that are used in any of the attribute rules, you must first update the rule to remove the reference to the field. Adding new fields does not impact the rules. You may also want to add additional rules or configure the feature templates to set the default attributes applied when a feature is created.

To modify the schema, attribute rules, and feature templates of the layers, follow the steps in the Configure maps, layers, and rules task.

Load your data

When you have completed any schema modifications, you can load your existing data into the Address Data Management layers by following the steps in the Load your data task.

Load into ArcGIS Enterprise

While everything included with the Address Data Management solution is supported in a file geodatabase, some organizations may choose to manage this data in ArcGIS Enterprise. In Enterprise, the Address Data Management solution requires branch version to evaluate the validation rules and branch versioned datasets need to be published as a feature service to edit in ArcGIS Pro.

To copy the Address Data Management schema into ArcGIS Enterprise and publish as a branch versioned feature service, follow the steps in the Load into ArcGIS Enterprise task.

Modify address request survey

The Address Data Management solution includes an Address Request Form survey that can be used by the general public to request a new address or report a potential error in the master address inventory. Review the preconfigured questions and align the survey with your organizational policies and desired outcomes.

1. Install ArcGIS Survey123 Connect.
2. Click Address Request Form to download the survey.
3. In the Download window, click Download and click OK.
4. Click Address Request Form to open the survey.
5. On the left, from the side toolbar, click the XLSForm button.
6. At the bottom of the Microsoft Excel spreadsheet, click the choices tab.

   This tab comprises all the selectable options for survey questions.

7. Click the survey tab.

   This tab comprises all the questions in the survey.

8. Click the settings tab.

   This tab contains options for controlling the presentation and behavior in the survey.

9. Revise the survey to reflect your needs.
10. Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
11. In ArcGIS Survey123 Connect, in the left toolbar, click Publish to publish your changes.
12. Click Publish survey to publish your changes, and then click OK.

Configure the Addressing site

The Address Data Management solution includes the Addressing ArcGIS Hub site. This site can be configured with your organization's branding and used to share addressing information with the public.

Update with organizational information

After deploying the Address Data Management solution, the Addressing Hub site layout requires a few updates to fit your local context.

To update the site with your organizational information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Addressing site.
2. From the item page, click Configure.
3. Scroll to the Verify Your Address section, hover over the Verify Your Address text card, and click the edit pencil .
4. Click Edit in HTML, update the email address, and click Apply.
5. Scroll to the Address Assignment section, hover over the text card, and click the edit pencil.
6. Click Learn More and click the Edit button.
7. Type the URL to your address regulations into the Link Destination text box and click Add Link.
8. Scroll to any additional sections that you want to update, hover over the card, and click the edit pencil that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
9. In the side panel, click Footer.

   A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

10. Click the HTML box.

    The HTML window appears.

11. Make the necessary changes and click Apply.
12. Click Save.
13. Click the Save drop-down arrow and click Publish Draft.

Share items with the public

Several layer views, maps, and apps included in the Address Data Management solution must be shared with everyone so they can be accessed by the public on the Addressing site.

To share items with the public, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Address Data Management folder.
2. Next to each of the following items, check the check box:

   Name	Item type
   SiteAddresses_public	Feature layer (hosted, view)
   ProposedSiteAddresses_submit	Feature layer (hosted, view)
   Master Address Locator	Web Map
   Master Address Locator	Instant App
   Address Request Form	Form
   Addressing	Site Application

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

5. Click Update.
6. Click OK and click Save.

Publish address locators

You can author the address locators described below in ArcGIS Pro from the layers managed in the Address Data Management solution:

• Composite
• Dual Range
• Site address
• Road name

Once you have authored the locators, you can use them in ArcGIS Pro to locate places using addresses along the left or right side of a road, rooftop address locations, and road names. You can also share the locators with your organization and use them in many ArcGIS Solutions.

Learn how to create an address locator and more about the components of an address locator in the ArcGIS Pro help.

Share address data

On a routine schedule, you can publish address data managed in Address Data Management in other formats and share this reformatted data with other organizations. Two common publication formats are Esri Community Maps and National Emergency Number Association (NENA) NG911.

The Community Maps Program for Addresses provides the best available data to support the ArcGIS World Geocoding Service. You can contribute point address data to enhance the geocoding experience of your ArcGIS users. The Community Maps Program provides a toolbox to assist data Contributors with preparing their address layers prior to sending them into the Esri Community Maps Program. Learn how to become a Community Maps Contributor and what address elements can be shared with the ArcGIS user community.

The NENA Guidelines were designed to meet public safety address needs. But they do not address other uses (permitting, billing, land records, etc.) of address data. The address layers in the Address Data Management solution have been optimized for data management in ArcGIS and support diverse address data needs (ie. service delivery, mailing, etc.). NENA's mandatory fields, and most of the recommended fields, have been incorporated in the address layers and NENA compliant layers can easily be produced from the address layers included in the Address Data Management solution.

Join road name elements

The Address Data Management solution stores the unique elements of a road name (for example, direction, name, and type) in the Master Road Names table and uses an attribute rule to create a full road name. Rather than repeating the unique road name elements on every road centerline and site address feature, a full road name is stored on each feature. Community Maps, NENA NG911 and many other publication formats expect unique road elements to be stored on each feature. Road name elements contained in the Master Road Names records can be joined to road centerlines and site addresses using the Make Query Table tool. This query table can then be consumed in the Community Maps toolset or exported to a desired format, such as NENA NG911.

To join road name elements to your road centerlines, complete the following steps:

1. Open the Address Data Management ArcGIS Pro project.
2. Click Tools in the Geoprocessing group on the Analysis tab of the ribbon.
3. In the Geoprocessing pane, search for Make Query Table.
4. Open the Make Query Table tool.
5. In the Input Tables parameter select the Master Road Name table and the Local Streets layer.

   You can select any of the road layers, the join will run against all the roads in the RoadCenterline feature class.

6. In the Fields parameter from drop down arrow, click the Toggle All Checkboxes.
7. Uncheck the OBJECTID fields for the MasterRoadName and RoadCenterline feature classes.
8. Click Add.
9. In the Expression parameter, click New Expression.
10. Click the SQL toggle button.
11. Paste the following code:
    RoadCenterline.fullname = MasterRoadName.fullname And RoadCenterline.munileft = MasterRoadName.municipality

    Note:

    If you are working in enterprise you will need to provide the full qualified name of the feature class or table.

12. In the Table Name parameter, type Roads.
13. In the Key Field Options, select Generate a key field.
14. Click Run.

    Note:

    The output layer will contain the roads with the joined Master Road Name attributes. If a road is missing from the Query Table there was no matching road name in the Master Road Name table.

To join road name elements to your site addresses, complete the following steps:

1. Open the Make Query Table tool.
2. In the Input Tables parameter select the Master Road Name table and the Site Addresses layer.
3. In the Fields parameter from drop down arrow, click the Toggle All Checkboxes.
4. Uncheck the OBJECTID fields for the MasterRoadName and SiteAddressPoint feature classes.
5. Click Add.
6. In the Expression parameter, click New Expression.
7. Click the SQL toggle button.
8. Paste the following code:
   SiteAddressPoint.fullname = MasterRoadName.fullname And SiteAddressPoint.municipality = MasterRoadName.municipality

   Note:

   If you are working in enterprise you will need to provide the full qualified name of the feature class or table.

9. In the Table Name parameter, type Site Addresses.
10. In the Key Field Options, select Generate a key field.
11. Click Run.

    Note:

    The output layer will contain the roads with the joined Master Road Name attributes. If a road is missing from the Query Table there was no matching road name in the Master Road Name table.