EffectiveGraphicsGuide_June2020_Final508
EffectiveGraphicsGuide_June2020_Final508
Disclaimer
Links to other websites, trademarks, and notes about products are inserted for convenience and to
provide examples. These mentions do not constitute endorsement, recommendation, or favoring of
material at those sites, or any organization, product, or service. Information about commercial products
or firms may not be used for advertising or promotional purposes. Not listing firms, brands, or products
does not imply they are unsatisfactory.
Cover image: Use your imagination to visualize your audience and find the right display to convey your results
(Reclamation/Gray).
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Technical Service Center Manuals and Standards
prepared by
Acknowledgements
Technical Service Center
Thank you to the Bureau of Reclamation’s Technical Service Center staff who contributed to the
content in this guide and reviewed this guide for accuracy, including:
External Reviewers
Thank you to the external reviewers who reviewed this guide to ensure its usefulness and
applications for technical displays for a wide range of audiences, including:
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Executive Summary
You have collected and analyzed the data and you have the results—the trends, the issues, the
spatial locations for data and engineering designs, etc. Now how do you communicate those
results to the people who will use them? To ensure that all your hard work matters, you need
clear, consistent displays that show your data and results in ways decisionmakers, other analysts,
and stakeholders can understand. Use this manual a thought process, tips, and guides for
developing effective displays for data, particularly geographic and model data.
When determining how to display your data results, begin with the end in mind:
Use a display type that will convey your data in a compelling and
practical format tailored to your audience and purpose. Your data “Excellence in statistical
could be displayed in many different ways (e.g., a bar chart, scatter graphics consists of complex
plot, Sankey diagram) but you need to determine which display type ideas communicated with
ensures that your message is clear and accurate. Explore Section 3. clarity, precision, and
Types of Displays to see possible ways to display your data. efficiency" Tufte 2001.
Remember that some readers may not be able to distinguish colors or see the display. Always
have another way to get the information across. Refer to Section 5. Accessibility for ways to
reach these audiences. It’s not just a good idea, it is 508 compliance.
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Contents
Page
1. Introduction ................................................................................................................................1
1.1. Manual Purpose and Need ..................................................................................................1
1.2. About this Manual...............................................................................................................1
2. Plan Your Process and Displays ...............................................................................................3
2.1. Purpose and Message ..........................................................................................................3
2.2. Audience .............................................................................................................................4
2.3. Level of Detail ....................................................................................................................4
2.4. Final Product .......................................................................................................................5
2.4.1. What Will the Final Product Look Like? ...................................................................5
2.4.2. How Will the Final Product be Used? .......................................................................6
2.4.3. What Will the Final Size and Format(s) Be? .............................................................6
2.4.4. Group All Elements .................................................................................................10
2.4.5. Where and How Will the Final Products Be Stored? ..............................................10
2.5. Coordination and Documentation .....................................................................................11
2.5.1. Comply with Reclamation’s Visual Identity............................................................11
2.5.2. Coordinate with Other Disciplines...........................................................................11
2.5.3. Work with Graphics and Writing Specialists...........................................................12
2.5.4. Document Your Plan................................................................................................12
2.6. Test Displays and Reviewers ............................................................................................13
2.6.1. Storyboards and Draft Displays ...............................................................................13
2.6.2. Reviewers .................................................................................................................13
2.6.3. Usability Testing ......................................................................................................14
3. Types of Displays......................................................................................................................15
3.1. Infographics, Schematics, and Flow Charts ......................................................................15
3.2. Bar Charts .........................................................................................................................17
3.3. Pie Charts and Treemaps ..................................................................................................18
3.4. Scatter Plots ......................................................................................................................19
3.5. Boxplots ............................................................................................................................20
3.6. Teacup Diagrams ..............................................................................................................21
3.7. Line Graphs .......................................................................................................................22
3.8. Sankey Diagrams ..............................................................................................................23
3.9. Geographical Maps ...........................................................................................................23
3.10. Heatmaps.........................................................................................................................25
4. Create Effective Displays ........................................................................................................27
4.1. Explain Your Model Process ............................................................................................27
4.2. Show Positive and Negative Elements Clearly .................................................................29
4.3. Compare Relationships .....................................................................................................30
4.4. Label Clearly .....................................................................................................................32
4.5. Use Texts and Captions ....................................................................................................32
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1. Introduction
1.1. Manual Purpose and Need
As the saying goes, a picture is worth a thousand words. Yet
pictures are priceless and irreplaceable when it comes to Take time to plan your displays and
displaying complex information such as monitoring data, work with graphics and writing
model results, and maps. Effective displays 1 (charts, maps, specialists from the outset of your
figures, etc.) convey complex processes, data or model results, project. This will save you time and
important trends and issues, and other concepts to a wide range money in the long run. Make sure
of audiences. The Bureau of Reclamation’s (Reclamation) your displays convey your
analyses produce information that can be shared using graphics information correctly and easily to
and maps. Reclamation subject matter experts work in multi- your audiences—so your readers
disciplinary teams, so displays need to be coordinated between can carry your ideas forward
disciplines so that we can present unified, consistent
communication products that our audiences can understand
and use.
Effective graphics can help audiences:
• Quickly gain the information they need
• Compare results consistently to evaluate alternatives
• Accurately use information for further analyses or to create engineering solutions
• Avoid misinterpretations that could lead to errors in future analyses or decisions.
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See the Glossary for terms in this manual. The term “displays” is used as the most generic word possible, including
maps, graphs, charts, posters, tables, etc. “Figure” refers to any type of map, chart, or other image, and “table”
refers to any form of information with rows and columns.
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• What is the message? Often, we won’t know this until the analysis is complete, but you
can ask the client—what questions do you want your displays to answer? Incorporate
these answers as program requirements for the level of detail and presentation in the
displays. For example, if analysis is examining what areas contain invasive species, then
maps should include details about these areas.
• What do you want these displays to accomplish? What do you want the readers to
understand or do with your information? For example:
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2.2. Audience
Before starting any project, work with the client to determine who the audiences are and what
display’s purpose is. If your audience is comprised mostly of subject matter experts in your
analytical field and has the technical knowledge, then displays can be more complex and
specialized. Technical experts in other fields may need to have information clarified, as they may
make assumptions based on their specialty that may not be accurate. Stakeholders,
decisionmakers, and other lay audiences may need cues on charts, simplified information
displays, infographics etc. to grasp the main concepts effectively. Ask:
• Who will read our report and how will they use the information we present? Reports have
a wide range of audiences and uses. Ask what do x need to know to do y?
• What background information will audiences need? What does my audience already
know about the subject? Someone can have a very high level of education or
reading/analytical skills but still not understand a graphic if their education/skills are not
in the relevant subject matter.
• What is the simplest way to convey the data? If data require more complicated
explanations for a specialized subset of your audience, put the detailed graphics and
explanations in an appendix.
Figure 1. Prominently
display important
information. In this
example, it is important
to show the range of all
runs, but the text focuses
on just two runs
(Reclamation/Gray).
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To determine a consistent level of detail for multi-disciplinary displays, ask questions in a team
planning meeting to:
• Match the level of detail to the purpose. What level of detail is needed to ensure that
the audience can effectively interpret and use the analysis results?
• Be specific. What specific information does your audience need so they can quickly
understand your main point? For example, if roads are needed, what type of road should
be included (e.g., highways only, all dirt roads, service roads to the facility)?
• Be simple. What is the minimal data density needed to convey your results. Delete extra
information. See Section 4.7. Be as Simple as Possible. For example:
o A map may need to only show roads that cross a river or pipeline.
o An overall pipeline drawing showing a general alignment may only need to show
stationing at 1,000 feet rather than 10 feet.
Work together. Remember that your professional understanding of how to portray the data
should take precedence for technical decisions, and bear in mind who will use the display and
how they may perceive the display.
• Will this display be used on screen for presentations only? Or will it be printed? This will
help determine the resolution and format needed.
• How will it be presented (e.g., poster, report, banner, physical display?) This will help
determine the level of detail you need.
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• Will this be used to analyze similar situations, compare potential actions and make
decisions? Make comparisons should be as consistent as possible to the level of detail
possible—compare Honeycrisp apples to Honeycrisp apples, rather than Macintosh
apples to Honeycrisp apples. For example, if the figure will be used to compare annual
water deliveries to a given irrigation district under two management alternatives, compare
flows at the same gage and under the same conditions.
• Will audiences use the displays to explore relationships between different conditions or
criterial (e.g., compare flood inundation area to the location of critical habitat)? Work
with all subject matter experts involved to determine what relationships need to be
compared and how to best display relationships.
• Will this product be used for social media? If so, then using infographics or very
simplified summaries of the data may be needed. You may find it easier to develop these
infographics outside of your map or model program. For example, it might be easier to
export your figure and modify it in PowerPoint.
TSC’s graphic specialists can take your ideas and analysis results and make effective and
interesting infographics for you.
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• Files to retain clarity and data points (TIFF). Tag Image File Formats (TIFF) retain all
the original data and colors, and they can be resized easily, increasing the number of dots
per inch (dpi) without any loss of quality. You can transfer TIFFs from one application to
another without loss of quality or any compatibility issues. Save as the raw version of
TIFF whenever possible because this preserves the most data in your file and provides the
most flexibility for Photoshop or other image softwares. This is the best practice. Note
that the file sizes in TIFF can become very large. If needed, export the original figure,
save the TIFFs on an archive drive (like the T: drive) and then resave as a smaller file
size to use in reports.
• Files to display online (PNG). Portable Network Graphics (PNG) files support millions
of colors, plus varying degrees of transparency and work well for image files, such as
logos, charts, and infographics. These files are usually smaller sizes than TIFF files.
However, PNGs can lose data and visual clarity and should not be used for subsequent
analyses. This is an acceptable practice if you are concerned with file size and also have
the original display in another format.
• Photos to display online (JPG). Joint Photographic Experts Group (JPG or JPEG) files
are not ideal practice for data displays. Note JPEGs are “lossy” formats, so resaving a
JPEG can compress the file and degrade the image. JPEGs are not suitable for images
with sharp lines, large blocks of color, or text (Chastain, 2020).
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• Portable Document files (pdf) will retain data and reduce file size. However, pdfs will
need to be exported as an image to be incorporated into a Word file or PowerPoint.
• Bitmap (BMP) is the native file format for Windows. However, this format does not
allow for image compression or scaling.
• Graphics Interchange Format (GIF) are sometimes used for flat and single tone color
images or animations, as they are limited to 256 colors. GIF files are mostly used for
buttons or banners on websites. (Fisher 2020 [GIF]).
• Scalable Vector Graphics (SVG) are file extensions for a vector 2 image file format to
describe images created from mathematical equations. MicroSoft Word and other
publishing programs do not recognize any file with an SVG extension. If your program
will not export into a TIFF file, you can try to copy the SVG in your program, paste it to
PowerPoint, save as a TIFF file, and then save into Word. You can also use a graphics
program like Adobe Photoshop (Fisher 2020 [SVG]).
• Small Web graphic: 72 dpi is usually used for websites to keep file sizes smaller, so
pages load faster. However, this same image will vary in detail on different monitor
resolutions. Most monitors have a native resolution of 72 or 96 ppi, and this changes as
technology changes.
• Printing: 300 dpi at the original size is the standard resolution required for printing.
• Detailed printing: 600 dpi ensures that the figure retains a high level of detail; however,
600 dpi file sizes are larger.
2
Vector images use equations to calculate the lines and shapes.
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Raster images use pixels to show the image on screen or paper.
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• Data displays and maps: 1200 dpi is best for figures that may be enlarged or contain a
great amount of detail
• Slide conversion: 3200 dpi is best for converting slide images to enlarge them.
Higher resolutions create larger files. This may be an issue in larger reports with multiple
figures, as many document programs or platforms such as SharePoint or Microsoft Teams do not
handle files larger than 30 MB well.
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Figure 3. Linking images from programs like Excel into Word can make the file size unmanageable
(Reclamation/Gray).
Group your graphic elements and layers (e.g., arrows, text boxes, legends) in the original
program and import one single display in a Word document. If you pull in separate elements,
they can get lost as more content moves the display from its original position. If this is not
possible, pull the elements into PowerPoint and export the graphic from PowerPoint.
• Name your figures so someone can quickly identify what the figure portrays. For
example, Project acronym, type of plot, frequency, variable. This would be
ND_timeseries_yearly_swe.tiff.
• Do not name these as figure 1, figure 2 in the file name. Figure numbers will change as
the report progresses and the file names will be wrong.
• Do not use hyphens, periods, or other symbols in the file name. Use underscores rather
than spaces in a file name, as this helps prevent breaking links when sharing files.
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• Be able to quickly scan for a particular item (e.g., scenario, alternative, region)
• Show relationships more easily.
Not only should your displays be internally consistent, they should be consistent with every other
team members’ displays. See Section 2.5.4.1. Consistency Document for more information.
*Light Blue PMS 633 C: 89% M: 46% Y: 27% K: 4% R: 0 G: 115 B: 150 #007396
*Tan PMS 468 C: 13% M: 17% Y: 38% K: 0% R: 221 G: 203 B: 164 #DDCBA4
*Primary colors can be used throughout reports for backgrounds and font colors,
** Secondary colors are to be used sparingly and never as a font color.
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• Suggest ways to set up your project to create effective displays (e.g., setting up lines,
colors, and contrast)
• Suggest ways to make your displays convey your message more effectively
• Improve graphic outputs at the end of the process (e.g., adding labels and images,
removing grid lines, creating color contrasts, and combining graphs into a single display)
o Order (determine the order for alternatives, scenarios, places, criteria, etc.)
o Color assigned to each element (e.g., criteria, alternatives, scenarios) (See how to
use colors in Section 4.8. Consider Colors Carefully)
o Symbol or line type assigned to each element (see Section 4.6. Keep Graphic
Elements Consistent)
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2.5.4.2 Checklist
Agree on what needs to be included in each figure and create a checklist to ensure all figures
have everything they need so the readers can quickly understand them. Considerations include:
• Signatures. Determine whether each figure needs its own signature for peer review or
whether a single signature sheet will suffice for the entire document. Note that the digital
signature on an Adobe Acrobat will lock a file and should be done as the final step of the
report process.
• Axes labels. Keep these consistent and use the same terms and acronyms as in the text
(e.g., decide on cubic feet per second as cfs or ft3/s). Start from a consistent point for each
display series. Label your start and end points and keep them as consistent as possible
throughout the series. See Section 4.6.3. Keep Consistent Scales.
• Legends. Determine if a legend is needed. If the line widths or colors used to denote an
element are not defined in the text or caption, then they should be defined in a legend in
the figure itself (e.g., brown is baseline, orange is alternative 1). Although the same color
is used to denote the same element throughout the report, use a legend on each figure in
case the figure is used independently.
2.6.2. Reviewers
After a while, your displays will be too familiar to you, and you will know what you want to
convey too well. Get fresh perspectives from others:
• Team members. Show your test displays to others on the team to ensure that they are
compatible with the displays that the other team members are producing.
• Peer reviewers. Peer reviewers can spot mistakes more easily since they are not as
familiar with the display. You need an outside perspective to make sure that others can
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see what you have in mind. Peer reviewers can help determine if a display is scientifically
correct, conforms to policy, and is as error-free as possible.
If possible, provide a couple of alternative presentations and ask the client and team what option
they prefer and why. Asking open-ended questions, such as:
• What insights could you glean from this display? This will elicit answers that may
point to potential areas of confusion or may point out strengths.
• How would you use this display? This will provide insights on possible interpretations
of the data and results.
• How readable is the display? Will the presentation, size, and font work at the scale for
the final product?
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3. Types of Displays
You can display data, information, and results from models and maps in various charts and
graphs as described in this section. You can also use tables, text, videos, etc., to display
information. Each type of presentation has its own strengths and weaknesses. Determine your
main point and use a presentation that will convey that point.
• Schematics show how a system works using symbols. These are often used to show
engineering systems such as a water treatment process or electrical circuit.
• Flow charts help guide a reader through a process or make decisions, which can also
provide a larger context to show how to use your model and map results. Figure 7 shows
an analysis and a decision flowchart to explain how to monitor and use sediment
analyses.
Figure 4. Use
infographics to help
readers understand
processes and
concepts
(Reclamation/Larsen).
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Figure 6. Use maps or images to direct your story and add details of the images in the text
(Reclamation/Gray).
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Figure 7. Use flow charts or diagrams to direct your analysis story and then explain each important
section in the text (Reclamation/Gray).
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Figure 8. Estimated median cost, quantity, and timing for each of the actions. Costs are in dollars
per acre foot, yields in acre feet, and timing in days (Reclamation 2016 [SSJ Basin study]).
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If there are more than four elements to compare, or if you want to show proportions for several
alternatives or scenarios at once, consider using a tree map (Figure 10).
Figure 10. Amount of water used by each irrigation district. (Data from Tully and Young, 2016)
(Reclamation/Larsen).
Figure 11. Total change in modeled average temperatures and precipitation in the study area from
2010-2099 (Reclamation, 2020 [Pecos]).
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Scatter plots often show relationships and trends. Scatter plots can also show groupings, such as
climate ensemble scenarios (Figure 12).
Figure 12. Scatter plot showing various global climate model projections. Each quadrant is then
grouped together and analyzed as a scenario.
3.5. Boxplots
Boxplots emphasize the probability distribution of a given metric,
including the median, interquartile range, and outliers. Boxplots
display metrics, along with outlier values, to provide a quick visual
summary of key characteristics of the dataset. These plots are
especially useful for indicating whether a distribution is skewed and
whether there are potential unusual observations (outliers) in the data
set. A boxplot is a graphical method for displaying summary statistics
of a group of numeric values. The distribution of values is
summarized based on five metrics, listed in order from least to
greatest (Figure 13):
• Lower inner fence. The lowest point excluding outliers
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• Third quartile. The middle value between the dataset maximum value and the median
• Upper inner fence. The largest data point excluding any outliers
Side-by-side boxplots are an effective way to highlight and summarize the essential
characteristics of each dataset and the differences between them supplies compared with demand
such as historical values compared with projected values as shown in Figure 14.
Figure 14: Agricultural applied water demand, defined as the volume of irrigation water required to
meet crop water demands (Reclamation/Ferguson).
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Figure 16. Roswell Artesian Basin groundwater levels: Estimated water footprint at the LFD
observation well in the five storylines, in feet of additional drawdown. Lightly shaded areas
indicate seasonal variations in groundwater levels (Reclamation, 2020 [Pecos]).
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Figure 17. Sankey diagram for the average relationship between inflow, evaporative losses, and
outflow at Lake Tahoe for the Reference Scenario (Reclamation 2015 [Truckee]).
Make sure labels are readable and that the text is not obscured by a map feature.
Consider lowering the opacity on regions or features that hold background or less important
information (e.g., watershed boundaries, state boundaries, topographical details) to make these
more transparent. The information priorities will depend on the map purpose. For example,
topography and elevations may be critical in a pipeline alignment but secondary in a habitat map.
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Figure 18. Sankey diagram to show the distribution of flows from the Rio Grande (Reclamation 1995).
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3.10. Heatmaps
Heat maps (sometimes called datamaps) are a simple and concise Color variations give obvious
way to compare average conditions for a given metric across visual cues to the reader
multiple scenarios. A heatmap shows the magnitude of a metric about how the phenomenon
(e.g., precipitation, temperature, groundwater levels, groundwater is clustered or varies over
rate of withdrawals, etc.) as color. Heatmaps can be: space. Use color scales
(Appendix C) that have
• Spatial (overlaid on a map). Heat maps can illustrate enough contrast for color
values in space, such as gridded datasets of precipitation blindness (Section 5.2).
or temperature. Spatial heatmaps are widely used to plot
raster data, (e.g., digital elevation models, gridded
climate data, and gridded model results).
• Non-spatial (either a table or grid). Color or shading can be added to each cell in the
table to better visualize the data. Color/shading can be added either in lieu of values or as
background behind values.
Heat maps can show relationships between complex processes, both physical and analytical. For
example, Figure 19 not only compares the grid scale of various models, but also shows the
precipitation and topography of the area. Readers can tell at a glance that the finer-resolution
Precipitation Runoff Modeling System (PRMS) model takes into account more variations in
local precipitation than the Variable Inflow Capacity (VIC) model does. Without adding the
climatic and topographic variability, readers may not have understood the need to use finer
model resolutions.
Figure 19. Comparison of Spatial Scale of VIC and PRMS for the Truckee Basin above Farad, Using
Average Precipitation to Demonstrate Resolution in Modeled Subbasins (Reclamation 2015
[Truckee]).
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Figure 20. Schematic illustration of a global climate model (GCM). (Reclamation 2016
[Projections]).
Graphics can grab a reader’s attention, quickly show types of actions, and can also provide a
context for your data or explanation of a physical process.
Flowcharts can use icons or smaller pictures to convey meaning. The imagery is simple and
helps a lay audience to understand the relationships and the types of models. How much level of
detail to provide depends on the type of audience. Figure 21 works to show the types of models
that were a part of analysis, but it is too simplistic for an analyst as it does not detail which inputs
go into which models. Figure 22 is a good overall picture of an analytic process, but may be
going into too much detail for a lay reader.
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Figure 21. Modeling and analytical steps involved in the development of local hydrologic
projections (Reclamation 2013 [URGIA] figure 8).
Figure 22. Schematic overview of steps required to develop projections of future climate and to
incorporate climate projection information into modeling and analysis in support of water
resources and environmental planning, management, and decision making (Reclamation 2016
[Projections]).
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• Use metrics where targets are met (e.g., months of water deliveries, days of river
temperatures, or years of successful cottonwood seeding) rather than metrics where
targets are not met (e.g., shortages or critically dry days)
• Count units of availability (e.g., days of boat ramp availability) rather than
unavailability.
If this is not possible, then use a 0 line to show the extent of the negative impacts.
You can also show both positive and negative on a horizontal line (Figure 23).
Figure 23. Graph with both negative and positive impacts divided with a center 0 line. Summary
comparisons of adaptation portfolios to the No Action Alternative. Green = performance improved
more than 10%, yellow = performance is within -10 to +10%, Red = performance declined more
than 10%. (Reclamation 2016 [SSJ Basins Study]).
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Figure 24. Projected shift in annual runoff, monthly runoff, and peak runoff date relative to the
1990s for the 2020s, 2050s, and 2070s in the major Reclamation river basins (Reclamation 2016
[SECURE Report]).
Figure 25. Schematic of a pre-dam channel and a restored post dam channel (Reclamation 2019
[TRRP]).
Time series and mean can be shown on the same graph, which can contrast year-to-year
fluctuations with decadal or long-term average conditions. For example, Figure 26 contrasts two
time series: annual values (solid red) and the 25-year moving average (dashed blue).
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Figure 26. Observed annual precipitation, averaged over the Upper Rio Grande Basin.
Red line indicates annual time series for the given geographic region. Blue line indicates 25-year
moving annual mean (Reclamation 2013 [URGIA]).
Provide context using lines or scales for readers understand the context of the information. For
example, Figure 27 has a black dashed line to show the top of the conservation pool and a yellow
dotted line to show the top of the flood pool so readers can note when the water surface
elevations have reached those levels.
Figure 27. Historic Lake Altus water surface elevations (project datum) (Reclamation 2020 [Altus]).
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Include a title on each figure. This will help ensure that figures are placed in the correct order in
the report.
Label your horizontal and vertical axes with what is measured and the units used.
Use a large enough font to read (no smaller than 8 point) and use a sans serif font. See . 2.5.1
Comply with Reclamation’s Visual Identity.
• By itself. If the display is presented on its own, then include sufficient information in the
caption to fully understand the display.
• Journal publication. In academic and some professional journals, captions are used to
explain the figure in detail and to draw conclusions. Check with the journal’s style.
• Table captions are treated like headings. Use Initial Capitalization (where each major
word starts with an upper case letter) and no ending punctuation (just like a title). For
example: Table 1. Initialized Parameters from Named Dam Study.
• Figure captions are treated like a sentence. Use lower case letters and end in a period. .
For example: Locations of initial parameters from Named Dam study.
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4
Crosswalk. A table making comparisons between elements, mapping one schema (e.g., color of element) to
another schema (e.g., map shape for element).
.
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Figure 29. Average annual FSID shortages under Figure 30. Average annual FSID shortages under the Dry
the Moderate Storyline for the Water Storyline for the Water Management Strategies. Note that
Management Strategies. Note that scales are to scales are to 7,000 acre-feet. (Reclamation 2020 [Pecos]).
3,000 acre-feet. (Reclamation 2020 [Pecos]).
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Note that in this example, the strategies have the same colors, but as they are being compared to
different future climate scenarios, the climate scenario baseline is a different color.
Another approach is to include a small chart at the top of each figure and size it proportionally to
the scale.
• Make it easier to adjust to any changes as the change would only need to be made once,
and all elements using that library or style would change
If you make a template, share it with others who need a similar template. Put templates, styles,
and libraries into an accessible location such as SharePoint. Create a process with other analysts
that use the same program, code, or mapping processes to ensure you are working with the most
recent libraries and stylesheets.
Not everything has to be on one display. Consider creating a series of maps or charts for different
audiences or to convey different messages. These should show the same information as
consistently as possible, but they can highlight different aspects. This may be easier than putting
a variety of information on the same display for a range of differing audiences.
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Use white space (blank areas) to help readers focus in on what is important. Delete everything
that does not relate to conveying data (e.g., gridlines, decorative items, shadows, extra text)
(Figure 31).
Figure 31. Declutter your tables. Make it easier for the reader to follow.
Figure 32. Plot of Lake Altus surface area and storage capacity versus elevation. The gray horizontal
line represents the top of the 2018 bathymetric data. Area-Capacity values above this elevation
were obtained using LiDAR data. (Reclamation 2020 [Altus ACAP]).
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Figure 33. Projection membership diagram to define climate change scenarios (Reclamation 2015
[Irrigation Demand]).
See Section 5.2. Color Blindness for more tips on color contrasts.
Heatmaps and other graphics can use sequential color scales (sometimes called color bars) to
denote ranges of values (see Section 3.10. Heatmaps). Tables can also use color bars, as shown
in Table 3.
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Table 3. Drying Days at Acme Gage for each Water Management Strategy (Reclamation 2020,
[Pecos])
Storyline BaU Moderate BaU Dry BaU HMLS RE Increased RE Median
Monsoon
1950-2009 Modeled 11
Historic
2070-2099 Baseline 44 117 40 10 21
Water Management 2070-2099 Change from Baseline under each Water Management Strategy
Strategy
20% Reduction to -16 -17 -17 -8 -10
Districts
25% Reduction to -19 -21 -19 -9 -13
Districts
25% Reduction to -2 -1 3 1 0
PVACD
30% Reduction to -1 -1 2 0 2
PVACD
Increase Efficiency 0 0 3 3 0
Drying Strategy 0 Wetting
Strategy
Sequential color scales can help visualize values. Color scales can use a single hue (see the colorblind
safe scales based on Reclamation’s VI in Appendix C). They can also be based on various spectrums.
Use Reclamation’s VI colors whenever possible.If a wider range is needed, then consider color scales
designed to accurately represent data (i.e., be perceptually uniform), designed to display well on a screen,
and to be easily interpreted (i.e., maximize contrast). The Viridis color palette and scales, for example,
use a wide blue to yellow scale (see Smith and van Der Walt 2015, Rosanbalm 2017, and Gotelli 2018).
This scale was also designed to work well for people with colorblindness (Rudis et al 2018).
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Trial and error may be needed to determine effective and accessible contrast levels. Print the
display in black and white to see the contrasts. Usually brighter colors will have better contrast.
For any government website to comply with Section 508 compliance, comply with Web Content
Accessibility Guidelines (WCAG) requirements. 5 You can use tools such as:
Table 4. Failed contrast for normal text (Less than 4.5:1 contrast ratio)
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
Dark Blue Light Mustard Orange Green Purple Maroon
#003E51 Blue #CA8117 #FF6720 #215732 #4C12A1 #9A3324
#007396
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
Dark Blue Light Blue Mustard Orange Green Purple Maroon
#003E51 #007396 #CA8117 #FF6720 #215732 #4C12A1 #9A3324
4.9.1. Citations
Always provide the source for your figures. All photos, figures, and data tables—including those
that Reclamation staff have developed—need to be attributed. Reclamation VI requires a note for
citations on each caption, such as (Reclamation/Staff Name). If the figures were not generated
within Reclamation, then appropriately cite the report.
5
WCAG 2.0 level AA requires a contrast ratio of at least 4.5:1 for normal text and 3:1 for large text. WCAG 2.1
requires a contrast ratio of at least 3:1 for displays and user interface components (such as form input borders).
WCAG Level AAA requires a contrast ratio of at least 7:1 for normal text and 4.5:1 for large text.
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4.9.2. Permissions
Although other Federal agencies’ materials are also copyright free, the provenance of each
graphic must be documented. Therefore, it is always best to get permission first and confirm
whether they are copyrighted. Try to find the original source if at all possible. Captions should
include (Courtesy of Agency name). As all other photos and images are copyrighted by
whomever created the work, we need to get specific permission to use these. Contact the original
developer and ask for permission. Keep a record of this permission with the report. Captions
should include (Courtesy of Company Name, all rights reserved.)
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5. Accessibility
5.1. Alternative Text (Alt Tag)
Alternative text, or an alt tag, is text that a screen reader will read if a visually impaired person is
listening to your document. Try to put enough detail in the alt tag so everyone can understand
your meaning and results. Put as much information as needed in the alt tag to understand the
figure. If it is a flow chart, put the words and order into the alt text. If the content and relevant
conclusions from the figure are in the text, then refer to those explanations in the alt tag. Usually,
if you have described the major results in the text, you do not need to exhaustively describe the
data graphics or maps using alternative text.
Never rely solely on colors to provide a meaning. Try to ensure that color is not the only way for
readers to distinguish between elements such as alternatives, scenarios, or sites. Use symbols,
dashed lines, icons, or other markers.
Use contrasting colors. Color contrasts are calculated as the difference between bright and dark
(calculated as the ratio of luminance, i.e., the amount of light that passes through an object).
These ratios provide a measure for contrast, and the Web Content Accessibility Guidelines
(WCAG) have defined these for large and smaller print to show readability for larger and smaller
print against a background as well as for contrasts for color scales (see Section 4.8.2. Use
Distinguishable Color Scales.). The U.S. Web Design System has guidelines on use of color at
https://designsystem.digital.gov/design-tokens/color/overview/. Nichols (2020) also has a
description of colorblind “confusion lines” and shows the way some suggested palettes will
appear for contrast.
Upload any image and see if from various color blind perspectives at https://www.color-
blindness.com/coblis-color-blindness-simulator. Figure 34 shows an example of Reclamation’s
VI colors and their contrast. Use Appendix C for colorblind safe color scales for VI colors.
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• Figures are not labelled in the original program. It would be very easy to get these
displays confused or turned around in the editing process. Incorporate labels in the
original program.
• Figure can’t be interpreted by someone who is color blind. The figure only uses color
to distinguish between parameters. Use line thickness, dashed lines, dotted lines, or other
ways to distinguish between parameters.
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• Legend does not have contrast. The legend uses black on a dark blue, which cannot be
read. Check the contrast on legends or use another column so that you can have black text
on a white background.
• Not all elements are defined. Define all elements (e.g., define the black lines as the
existing pipeline). If you use acronyms, ensure they are the same as those defined in the
text that explains the graphic.
• Figures in the same series have different scales. Whenever possible, use the same color
for the same scale. In this example, using pink for 2,700 and blue for 2,800 consistently
would be a better choice. If scales are radically different (e.g., comparing a very small
reservoir with a very large one or a scenario with twice the impact as others in the series,
note clearly on the figure itself that this is a different scale.)
• Figures show different areas. Left figure begins at CP10/CP11. Right figure starts
higher up at R12, which makes it difficult to compare locations and compounds the
differences in the scales.
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Figure 36. Sample image reworked adding various line weights in new VI colors and also shown in grayscale (Reclamation/Gray).
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Figure 37. Sample image reworked in grayscale to show contrast without colors and only different line weights (Reclamation/Gray).
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7. References
Basu Saikat, 2011. GT Explains: What is the Difference Between JPG, GIF, PNG, BMP Basu
Saikat, 2011. GT Explains: What is the Difference Between JPG, GIF, PNG, BMP
Image Formats?30 Aug 2011. https://www.guidingtech.com/7729/difference-
between-jpg-png-gif-bmp-image-formats/.
Centers for Disease Control, 2018. Using Graphs and Charts to Illustrate Quantitative Data.
https://www.cdc.gov/healthyyouth/evaluation/pdf/brief12.pdf.
Chartblocks, 2020. When to use a Bar Chart.
https://www.chartblocks.com/en/support/faqs/faq/when-to-use-a-bar-chart.
Accessed 4/20/2020.
Chastain, S., 2020. JPEG File Format Myths and Facts. https://www.lifewire.com/jpeg-myths-
and-facts-1701548. Updated 4/17/2020.
CopyPress, 2020. Making Complex Data Infographics Simple. Life wire.
https://www.copypress.com/kb/infographics/making-complex-data-infographics-
simple/.
Fisher, T., 2020 (GIF). What Is an GIF File? Life Wire. https://www.lifewire.com/gif-file-
4116104. Updated 3/18/2020.
Fisher, T., 2020 (SVG). What Is an SVG File? Life Wire. https://www.lifewire.com/svg-file-
4120603. Updated 3/9/2020.
Geospatial World, 2010. Graphic communication and Balance in Map Design. 02/03/2010. Blog
post. Brig (Retd.) M.C. Dhamija, K.D Sood.
https://www.geospatialworld.net/article/graphic-communication-balance-in-map-
design/.
Gotelli, N.J. 2018. Viridis color palette. https://gotellilab.github.io/GotelliLabMeetingHacks/
NickGotelli/ViridisColorPalette.html. 9/6/2018.
Klipfolio. What is Data Visualization? https://www.klipfolio.com/resources/articles/what-is-
data-visualization.
Macolabels.com. SVG Graphics in Microsoft word. https://macolabels.com/blogs/news/svg-
graphics-in-microsoft-word. Accessed 2/2/2020.
Nichols, 2020. Coloring for Colorblindness. https://davidmathlogic.com/. Accessed 5/19/2020/.
Nielsen, J., 2000. Why You Only Need to Test with 5 Users.
https://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/.
3/18/2000.
Reclamation, 1995. Legal and Institutional Framework for Rio Grande Project Water Supply and
Use. Reclamation, Upper Colorado Region, October, 1995.
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Reclamation, 2013. Los Angeles Basin Stormwater Conservation Study: Task 3.2 Hydrologic
Modeling Report. https://www.usbr.gov/lc/socal/basinstudies/LA-Basin-Study-
Task-3-2%20Report-FINAL.pdf
Reclamation, 2015. Truckee Basin Study: Basin Study Report. Reclamation, Mid-Pacific
Region, Sacramento, California. August 2015.
Reclamation, 2015. West-Wide Climate Risk Assessments: Irrigating Demand and Reservoir
Evaporation Projections. Prepared by the U.S. Department of the Interior, Bureau of
Reclamation, Technical Service Center, Denver, Colorado. February 2015.
https://www.usbr.gov/watersmart/wcra/docs/irrigationdemand/WWCRAdemands.p
df.
Reclamation, 2016 (SSJ Basin Study). Sacramento and San Joaquin River Basins Study.
http://www.usbr.gov/watersmart/bsp/docs/finalreport/sacramento-
sj/Sacramento_SanJoaquin_TechnicalReport.pdf.
Reclamation, 2019 (TRRP). Trinity River Annual Report.
Reclamation, 2020 (Altus Survey). Altus Reservoir Survey Report. https://www.usbr.gov/tsc/
techreferences/reservoir.html.
Reclamation, 2020. (Altus Reservoir) Altus Reservoir Area Capacity Report.
https://www.usbr.gov/tsc/techreferences/reservoir.html.
Reclamation, 2020 (Pecos). Pecos River Basin Study-New Mexico. Albuquerque Area Office.
Reed, A. 2018. Why Every Marketer in 2018 Needs to Be a (Part-Time) Designer: 52 Design
Terms and Tips to Level-Up. https://buffer.com/library/53-design-terms-explained-
for-marketers.
Roose, J. nd. How to Conduct Usability Testing in Six Steps.
https://www.toptal.com/designers/ux-consultants/how-to-conduct-usability-testing-
in-6-steps. Accessed 2/2/2020.
Rosanbalm, S. Generating Colors from the Viridis Color Scale with a SAS® Macro.
PharmaSUG 2017 - Paper QT06.
https://www.pharmasug.org/proceedings/2017/QT/PharmaSUG-2017-QT06.pdf.
Rudis, B., N. Ross, and S. Garnier. The viridis color palettes. 2018-03-29. https://cran.r-
project.org/web/packages/viridis/vignettes/intro-to-viridis.html.
Securities and Exchange Commission, Plain English Handbook, 1998, Washington, DC.
https://www.sec.gov/pdf/handbook.pdf.
Smith, N. and S. van der Walt, 2015. A Better Default Colormap formatplotlib. Youtube video of
conference talk at Sci Py 2015. https://www.youtube.com/
watch?list=PLYx7XA2nY5Gcpabmu61kKcToLz0FapmHu&v=xAoljeRJ3lU.
Statistics Canad, nd. Constructing box and whisker plots.
https://www150.statcan.gc.ca/n1/edu/power-pouvoir/ch12/5214889-eng.htm.
Accessed 2/2/2020.
Tufte, E., 1990. Envisioning Information. Second Edition. Graphics Press, Cheshire,
Connecticut.
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Tufte, E., 2001. The Visual Display of Quantitative Information. Second Edition. Graphics Press,
Cheshire, Connecticut.
Tufte, E., 2006. Beautiful Evidence. Graphics Press, Cheshire, Connecticut.
Tully and Young, Inc. 2016. 2016 Update for Reclamation’s 5 Year Water Plan, El Dorado
Irrigation District. https://www.eid.org/home/showdocument?id=269.
Visually. Infographics, 2020. Why you need them. http://thumbnails-visually.netdna-ssl.com
/importance-of-infographics_5356164ec3ebe_w1500.JPG. Accessed 4/20/2020.
Wall Street Mojo, 2020. https://www.wallstreetmojo.com/graphs-vs-charts/. Accessed
4/20/2020.
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8. Glossary
508 compliance. Requirements to make content accessible to people with disabilities. This also
makes it easier for everyone to understand.
Alt tags. Image attributes applied to images to provide a text alternative (for web and
accessibility)
Color bar. A gradient with ascribed values using a color scale to show minimum to maximum
range of values.. See heat map.
Consistency Document, or style guide. A set of standards for a set of displays for the entire
cross-disciplinary team to follow to help ensure that figures, texts, and presentations are
consistent.
Contrast. The difference between two colors. More contrast makes it easier to read (Black and
white would provide the greatest contrast).
Coordinates. A group of numbers used to indicate the position of a point, line, or plane.
Copyright. The exclusive legal right, given to an originator or an assignee to print, publish,
perform, film, or record literary, artistic, or musical material, and to authorize others to do the
same.
Crosswalk. A table making comparisons between elements, mapping one schema (e.g., color of
element) to another schema (e.g., map shape for element).
.
Display. A generic term for graphics, including maps, graphs, charts, tables, posters, etc.
Flat file. A file exported from a software where all layers are combined into one.
Gradient. A gradual change of colors (e.g., green turning gradually into blue) or a color fading
into transparency.
Heat map. A map or table where sets of values are displayed as different shades or colors (e.g.,
75% or higher is dark red, 50 -75% is medium red, 25-50% is light red, 0 – 25% is white).
Initial Capped. When the first letter of each substantive word is a capital letter.
Layer. A layer of information in a graphic software, such as CAD or Photoshop.
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Legend. A box on a display (e.g., chart or map) which lists the label and visual appearance for
elements used in the display.
Lossless format. A file format that does not lose data each time it is saved.
Opacity. The degree that an image is transparent. The lower the opacity, the more transparent an
element is (e.g., 100% opacity means an object is solid and 0% is so transparent you can not see
it).
Pixel. The smallest basic unit of programmable color on a computer or printer. Images are made
up of many individual pixels.
Public Domain. Belonging or being available to the public as a whole, and therefore not subject
to copyright.
Raster. Comprised of a set grid of pixels. This means when you change the size of stretch a
raster image it can get a little blurry and lose some clarity.
Scale. Refers to the size of an object, impact, or factor in relationship to another object. Two
elements of the same size can be seen as being equal and elements with a clear variation in size
tend to be seen as different.
Serif. An extra stroke or curve at the ends of letters. Sans serif is without these strokes.
Storyboard. A visual outline for data. A quick and not exact depiction of what the displays will
look like.
Test audience. A representative of the type of audience that your report is prepared for.
Vector. Comprised of points, lines, and curves that are calculated using a mathematical equation.
Vector images can change size without losing any quality.
Visual Identity. A branding using consistent colors, fonts, etc. See intra.usbr.gov/vip for
Reclamation’s Visual Identity requirements.
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• Track plotted data. For example, you can add comments in the script describing the
input data. Anyone familiar with the program can then understand how the figure was
created, and what data and analyses were used to create the figure. This facilitates
reproducibility and supports best analytic practices. Since your data and graphs may be
used for multiple planning phases (appraisal, feasibility, specifications, construction, as
built, and follow up) and potentially may be required to be reproduced for legal
processes, it is critical that all data underlying your figures be clearly documented,
archived, and reproducible.
• Re-use scripts. It is easier and faster to reformat previously created scripts to plot out
new data.
• Ensure consistency. Scripts can have standard colors, sizes, labels, etc. It is best
practice to ensure consistency not only within a report but with other similar data.
Tips
Develop standard libraries of scripts to create different types of plots (e.g., time series, spatially
gridded plots).
Standardize labels for data, variables, and time scales so you can loop through variables with one
script.
Try to create scripts that can be modified for the next project to save time and to promote
consistency.
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Sample R Script
This example R script loops through different scenarios (SCNNAME), time periods (TMPRD),
areas (AREAS) and months (MONTH). It also could easily loop through different variables if
need be (VNAME).
AREA <-c("basin")
MONTH <-c("JAN", "FEB", "MAR", "APR", "MAY", "JUN", "JUL", "AUG", "SEP", "OCT", "NOV", "DEC")
# #############################################################
# CODE
# #############################################################
library( broom )
library( ggplot2 )
library( gtools )
library( ncdf4 )
library( raster )
library( reshape2 )
library( rgdal )
library( rgeos )
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library( scales )
library( sp )
library(dplyr)
library(plyr)
library(tidyverse)
library (Kendall)
library (trend)
for(a in 1:narea){
aname <- AREA[a]
BLIST = colnames(the_data)
BLIST = BLIST[-1]
nbas <- length(BLIST)
for (b in 1:nbas) {
bname <- BLIST[b]
for (s in 1:nscn) {
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for ( t in 1:ntim) {
tname <- TMPRD[t]
if(sname=="BASELINE"){
fname <- sprintf( "BASELINE.1980_2009.arbs_ssj.%s.month.%s.txt",vname, aname)
} else{
fname <- sprintf( FILESTR,sname, tname, vname, aname)
}
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melt_plt$value = melt_plt$value*0.0393701
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# save plot
fname <- sprintf( outstr,bname, vname)
fdir <- sprintf(outdir, vname)
fpath <- sprintf( "%s/%s",fdir,fname )
if (!dir.exists(fdir)) { dir.create(fdir,recursive=TRUE) }
ggsave( gline , filename=fpath, width=7, height=10, dpi=600, device = "png" )
rm(fname, fdir, fpath)
} #end nbas
} #end narea
} #end nvar
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Introduction
This document establishes guidance for maps included in briefing materials, presentations, and
external outreach materials. This guidance was developed at the request of the Commissioner to
ensure consistent use of effective maps in across Reclamation, and to showcase Reclamation's
GIS capabilities. The Guidance was developed by a team of GIS Coordinators representing RLT
members, led by the GIS Program Coordinator within Policy and Administration, and has been
in use since July 2019. GIS Coordinators are responsible for a broad range of GIS Program
activities, including program development and identification of standards.
This Guidance should be used to prepare maps for briefing papers and presentations such as
PowerPoint presentations, as well as other materials generated by Public Affairs. Included within
this document are:
3) options for technical mapping support by Reclamation staff available to assist with map
production.
1. Communication Process
Each directorate has identified a GIS contact who is available to consult with subject matter
experts within the Directorate to develop maps for briefing and other materials. Whenever a map
is necessary as part of briefing, presentation, or outreach materials, the Reclamation employee
responsible for the materials (e.g., subject matter expert, Washington Office liaison, Public
Affairs) should engage the GIS contact to ensure that materials are developed consistent with this
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Guidance. The communications process between the GIS contact and Washington Office liaison
should be defined by the region or directorate. The GIS contact should work with the subject
matter expert to produce a map that contains relevant information that enhances the briefing
paper or other material. To be effective, maps should be designed for the intended audience with
a clear communication goal defined by the subject matter experts and produced by the GIS
contacts.
Maps should be included in all briefing, presentation, and external outreach materials that are
associated with spatial locations or features. The briefing map will likely be printed out for
viewing and should be letter sized, embedded into the briefing paper when possible, and be
presented in color. We have developed the following “Mapping Elements Checklist” to improve
the consistent use and quality of maps across Reclamation:
Title/Description
A detailed title/description that gives the map audience a succinct explanation of the
subject matter of the map.
Legend
A legend that provides a key to the symbology contained within the map, inclusive of all
data layers.
Scale Bar
A scale bar providing a reference of distance and size of features that displays U.S. units
of measurement. When displaying division blocks or tics on the scale bar, choose a
‘rational’ subdivision, (e.g., 5, 10, 15, 20 rather than 12.5, 25.5, 37.5.)
North Arrow
All maps should include a north arrow.
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Projections
Logo
Reclamation logo should be included.
Reclamation Assets
Important Reclamation and Reclamation funded assets should be included as a layer
when available to give the Commissioner area information and location perspective.
The GIS contact should work with the subject-matter expert preparing the material to
identify the relevant features that should be included to provide appropriate context for
the map. For example, it may be important to show the State water project, major rivers
or streams, county lines and other features in some maps but not in others. Maps should
provide the appropriate amount of context for the subject matter of the material without
including information that is unnecessary.
3. Review of Maps
The GIS contact and Washington Office Liaison (or other Reclamation employee tasked with
developing the briefing or presentation materials) will be responsible for using the Mapping
Elements Checklist to review maps before they are finalized.
5. Existing Symbology
Standard colors denoting land ownership are at:
https://www.ntc.blm.gov/krc/uploads/223/Ownership_Map_Color_Reference_Sheet.pdf
https://pubs.usgs.gov/gip/TopographicMapSymbols/topomapsymbols.pdf
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Note: only the darkest colors are the official Reclamation VI colors. Reclamation VI colors
should be used in all corporate materials whenever possible and should be the primary colors in
other applications as well. However, we often need to use sequential scales to signify the level of
factor.
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