Configure Map Notes

Map Notes can be used to improve organizational knowledge capture, collaboration, and information sharing.

In this topic, you'll learn how to configure the Map Notes solution to meet specific needs of your organization.

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Provision users

Map Notes includes a group designed to help manage incoming map notes, allowing you to update or assign follow up work as needed.

To add members to the group, complete the following steps:

1. Sign in to your ArcGIS organization and verify that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Browse to the Map Notes Managers group and click View details to open the group page.
4. On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
5. On the Overview tab, click Invite members.
6. Check the check box next to the members that you want to add and click Add members to group.

Edit existing domains

The Team values provided with the solution may not align with your organization's desired team options. You may modify this domain to align with your organization's team structure.

To edit the existing domains in the Map Notes layer, complete the following steps:

1. Sign in to your ArcGIS organization and browse to the MapNotes feature layer.
2. Open the item page and click the Data tab.
3. Click Fields.
4. From the Layer drop-down menu, choose Map Note Point.
5. Click the Team display name.
6. In the List of Values (Domain) section, review existing types and identify ones that are not applicable and ones that are missing.
7. Next to List of Values (Domain), click Edit.
8. Optionally, perform any of the following edits:
   • To reorder, drag a label or code pair to a new location in the list.
   • To define more values for the field, click Add.
   • To change a label, type a new one in the Label field.
   • To remove a value from the list, click the Delete button .
9. When you finish defining the list of possible values, click Save.
10. From the drop-down menu, choose Map Note Line and repeat these steps.
11. From the drop-down menu, choose Map Note Area and repeat these steps.

Share map notes items with your organization

Several items included in the Map Notes solution are only initially shared with the owner. To enable the use of map notes, you must share the items with your organization.

Add operational map layers

The Map Notes solution is configured with what you need to create and manage map notes. One expected pattern of use is to use the Map Notes solution in combination with another solution or your own operational datasets. Adding your organization's operational layers to the maps can enhance the solution by providing additional awareness of existing infrastructure and assets. To add your organization's layers to the solution's maps, complete the following steps:

1. Verify you are signed in to your ArcGIS organization and browse to the Map Notes Manager map .
2. From the item page, click Open in Map Viewer.
3. Add your organization's data to the map.

   Note:

   Consider configuring layer names and pop-ups to meet your organization's needs.

4. Click Save and open > Save to save the map.
5. Repeat as needed with Map Notes Map and Map Notes Field Map.

Add map notes layers to operational maps

Note:

This workflow is optional and doesn't need to be completed to work with the solution.

The Map Notes solution layers should be added to any operational maps that require map notes capabilities. Adding map notes layers to your organization's operational maps can enable the use of map notes in apps currently in use by your organization's users. To add map notes layers to your organization's maps, complete the following steps:

1. Open the map by clicking Open in Map Viewer.
2. Add the MapNotes_editing layer to the map.
3. Click Save and open > Save to save the map.
4. Repeat as needed for all maps requiring map notes capabilities.

If there are layers in the map that are not shared with the correct audience, the Review sharing dialog box appears with messages for each layer indicating its accessibility status. Click the messages to view a more detailed message and details for each layer.