Geocode lists containing address or place-name data

Note:

The ArcGIS Maps Locate workflow is only available when a list, document set, or document library is viewed in the classic experience of SharePoint.

SharePoint lists containing address data must be geocoded—or spatially enabled—before you can add the data to ArcGIS for SharePoint. Geocoding is the process of taking data, such as an address, and converting it to a coordinate that corresponds to a location in a coordinate system. You can geocode lists containing addresses, U.S. cities, U.S. states, U.S. ZIP codes, world cities, and countries using the ArcGIS Maps Locate workflow. Only geocoding lists containing addresses using the ArcGIS World Geocoder consumes ArcGIS credits. Other options, such as ZIP codes, states, counties, or countries, are considered standard geographies and do not consume credits.

The ArcGIS Maps Locate workflow reads specified information from your SharePoint list and generates a new list column containing location information that can be used to plot features on a map.

Add the ArcGIS Maps Locate workflow to a list

Note:

The ArcGIS Maps Locate workflow requires a connection to ArcGIS. By default, the ArcGIS Maps Locate workflow connects to http://www.arcgis.com.

To add the ArcGIS Maps Locate workflow to a list, do the following:

  1. Browse to the applicable list in your Microsoft SharePoint site.
  2. On the List tab, click Workflow Settings and choose Add a Workflow from the drop-down menu.

    Workflow Settings menu

  3. On the Add a Workflow page, choose ArcGIS Maps from the available apps and select the ArcGIS Maps Locate workflow template.
    Geocoding workflow options
  4. Type a name for the workflow. Optionally, you can configure the task list, history list, and start options.
  5. To automatically update the location of items you make changes to in the list, check the Creating a new item will start this workflow and Changing an item will start this workflow boxes.
  6. Click Next.

    The ArcGIS Maps Locate workflow page appears.

Run the ArcGIS Maps Locate workflow

  1. Specify a type for Location type—that is, how location is represented in your data.
    Note:

    If your data contains Military Grid Reference System (MGRS) or U.S. National Grid (USNG) coordinates, choose the Address location type.

    To add a custom location type, click Add location type.

  2. Click Next.
  3. Choose the columns in the list that correspond to the input parameters.
    Geocoding address fields

    Note:

    If you are connected to ArcGIS Enterprise and do not see these columns appear, set the geocoding service on the portal to be accessible by everyone.

  4. Choose the columns to add.

    Boxes with dimmed checks indicate required columns that are added automatically. The field selections on this page are only respected if you are using the custom location type. For standard location types, all fields are added.

    Note:

    If your data contains MGRS or USNG coordinates, choose One column and select the column that contains the MGRS or USNG information from the drop-down menu. For Location type, choose Address.

  5. Click Next.
  6. To run the workflow immediately without enriching data, click the Do not enrich button and check the Auto start for all items check box, and then click Finish.
    Check Auto start for all items to begin workflow immediately.

    A workflow progress bar appears at the top of the page.

    Caution:

    Do not close this page until the progress bar reaches 100 percent; otherwise, the workflow will stop.

  7. You can optionally enrich your data with geographic data enrichment variables from ArcGIS. Data enrichment variables are contextual variables available for locations throughout the United States, Canada, and some countries in Western Europe. Available variables include demographic and socioeconomic factors, age distributions, landscape data, and area wealth information.

    Note:

    Geoenrichment capabilities are supported only with ArcGIS Online, Portal for ArcGIS 10.3 through 10.4.1, and ArcGIS Enterprise 10.5 and later.

    To enrich your data, do the following:

    1. Check the Enrich data box and click Next.

      The data enrichment pane appears.

      Geographic data enrichment collection

    2. Click the country drop-down menu and choose the country for which you want to see demographics.

      The list of collections changes depending on the available collections for the selected country.

    3. Optionally, type keywords in the search field to search for specific variables. Press Enter or click the search button to search.
    4. Choose a data collection.

      You can search for variables in a collection, choose one of the popular variables in the collection, or show all variables in the collection.

    5. Choose the variables you want to add to your list and click Next.

      Note:

      The button in the upper right corner of the window shows the number of variables you've chosen. Click the button to view its contents. To remove a variable, click the x next to it.

    6. The summary window shows a summary of the selected data collections, the type of areas that will be enriched, the number of variables selected, and the number of ArcGIS credits you'll be charged based on the number of currently selected variables. To add or remove individual variables, expand the data collections, and check the boxes beside the variables you want to include.

      • By default, for point layers, data will be returned for a 1-mile radius surrounding each location. To change the radius or to use a drive time or drive distance value instead, click edit and make the appropriate changes.
      • Map layers containing polygons will return results for the area within each polygon.

    7. Click Add data to system.

      The data variables append to your existing Microsoft SharePoint list and also display in feature pop-ups on the map.

  8. To start the workflow for all items in your list, check the Auto start for all items check box.
  9. Click Finish to run the workflow.
  10. Open the Microsoft SharePoint list. You'll see a new column added to the list, titled using the name you specified for the workflow (ArcGIS Locate, for example). As the workflow progresses, each row in the list shows Completed. Items still being geocoded show In progress. When all rows are completed, the list is ready to use with ArcGIS for SharePoint.

If the ArcGIS Maps Locate workflow does not complete successfully, you'll see Canceled in the workflow field in the list. Click the link to view more information.

Once the ArcGIS Maps Locate workflow successfully completes, the list is ready to be added to the map.