[Francesca]: Software

The Yale University ArcGIS Online(Link is external) (Link opens in new window) is a cloud-based mapping platform. 

• Mapping your data can help to identify spatial patterns that are not easy to spot with tabular data  
• Allows you to map your data without the need to learn ArcGIS Desktop 
• It allows you to create web applications based on out-of-the-box templates. Explore dozens of Story Maps(Link is external) (Link opens in new window) and find ways to showcase your own project

Logging in to ArcGIS Online

Please watch our video tutorial(Link is external) (CC available) or follow the following steps:

1. Go to Yale ArcGIS Online http://yalemaps.maps.arcgis.com/(Link is external) (Link opens in new window)
2. Please click Sign In (top right corner). You should be prompted to Sign in to Yale University ArcGIS Online with Enterprise Login, using the Yale NetID authentication.
3. If you were not prompted to the Enterprise login, and instead you landed in the ArcGIS traditional login, please follow these steps:
   • Click on Sign In 
   • Do not use the “ArcGIS login” fields
   • Instead, click on “Your ArcGIS organization’s URL”  
   • Complete Yale’s ArcGIS Online URL by typing yalemaps on the box, then click “Continue” 
   • Next, you will be prompted to enter your Yale NetID credentials

Note: If you previously had a non-enterprise login account, please contact us to request a transfer of that account’s content into the enterprise login account.

StoryMaps: Tutorials, Yale gallery, best practices, multi-author collaboration (editable ArcGIS Online group(Link is external))

ArcGIS Pro (Pro) –> Licensing„ HelpDesk, Consultations, Need to use it without internet? (Solution: Request an air-gapped license) Installation guide (1-page PDF)

Yale Esri ArcGIS Installation Guides

This guide is intended to help standardize GIS Software installations on managed and faculty/staff/student computers across campus.  If you have questions or would like to see an application added to the suggested GIS software configuration, please send an e-mail to the Marx Library GIS team at geospatialhelp@yale.edu.

Lab Managers: The software is already deployed to all public and library computers in the Software Center. This video(Link is external) (Link opens in new window) (no audio) shows the steps. If you have any questions, please send your inquiry to geospatialhelp@yale.edu.

• ArcGIS Pro: Keep in mind that ArcGIS Pro does not require a license server, Yale users authorize their access with their Yale ArcGIS Online login.
• ArcGIS Desktop: As of July 1, 2024, ArcMap licenses and single-use/concurrent licenses were removed from the education site license. Therefore, as of September 1, 2024, Yale computers and users no longer have access to ArcMap.

Yale users with personal computers: 

• ArcGIS Pro Installation Guide(Link is external) (Link opens in new window)

  Guide for faculty, staff, and students to install ArcGIS Pro.
  
  ArcGIS for Desktop (a.k.a. ArcMap): As of July 1, 2024, ArcMap licenses and single-use/concurrent licenses were removed from the education site license. Therefore, as of September 1, 2024, Yale computers and users no longer have access to ArcMap.

Drone2Map (Need to create an installation guide)

Esri offers virtual training courses to help you learn how to publish data and map layers. The 3-hour course “Creating and Sharing GIS Content Using ArcGIS Online” is a great starting point for your web mapping projects.

To learn more about this and other Esri Virtual Training courses — and to find out how Yale members can enroll at no cost — please follow the instructions below:

1. Login into Yale University ArcGIS Online(Link is external) (Link opens in new window).
2. Display the drop-down menu under your username (top right), and click on “Training.”
3. Once you get access to the Esri training platform, you may browse their virtual course catalog(Link is external) (Link opens in new window)

New to GIS? This list of virtual Esri training(Link is external) (Link opens in new window) will help get you started.

Note: The instructor-led training sessions require a fee. Yale members can get a discounted price.

Students who author content in the Yale ArcGIS Online should make a plan to migrate their content before graduation. The Yale ArcGIS Online is available as long as your Yale NetID is active. Therefore, if you plan to leave Yale, due to graduation or change of employment, you must plan the sustainability of your Yale ArcGIS Online content, including StoryMaps.  

Please reserve a GIS consultation(Link is external) (Link opens in new window) to discuss your content migration options. 

The options to preserve your content are to migrate the content to your own ArcGIS Online account, to your course’s client account, or find a Yale sponsor who agrees to keep your project as a collaborator. Please review the following scenarios you may consider: 
 
Esri’s content transfer assistant 

Many of you may have used the AGO Assistant(Link is external) (Link opens in new window) tool to help with workflows such as copying items and content between users and organizations, managing multiple accounts, etc. Esri has developed a new, improved version of the tool, the ArcGIS Assistant(Link is external) (Link opens in new window) which is currently in Beta. More info is in this blog(Link is external) (Link opens in new window). It is a community-driven project and the team who developed it is looking for feedback – there is a GitHub repo(Link is external) (Link opens in new window) with an issue tracker and discussion forum. 

ArcGIS Online allows teams to create and edit maps authored by several Yale members once they set up a collaborative ArcGIS Online group.  

The team should select a leader who will own the group and will need to: 

• Email geospatialhelp@yale.edu(Link opens in new window) with a request to update their role to “Group Admin” and 
• Create a collaborative ArcGIS Online group. To do so, the Group Admin will need to activate the “Items in this group will be editable by all members of this group” feature, which only appears under the “Group designations” section once their role is set to Group Admin.   

Once the group is created, items should be shared with the group to allow its members to edit them. For more dguidance, please reserve a geospatial consultation(Link is external) (Link opens in new window). 

Non-Yale Collaborators? 

Yale ArcGIS Online allows teams to invite members of ArcGIS Online from other institutions, but the group cannot be editable by all its members. To invite a non-Yale member to a group, you will need to create a group without the settings outlined for the editable group. 

If you have a project that requires non-Yale collaborators who need to edit the content of your maps, we highly recommend reserving a geospatial consultation(Link is external) (Link opens in new window) to discuss your use case. Your project may have the following options: 

• Requesting an active NetID for your collaborators, which incurs an expense 
• Requesting special permission to obtain an ArcGIS Online login for your collaborator. This requires a few steps, including filling out a form we will submit to ITS for review. 

Geocoding is a process where you run a list of addresses through an algorithm that finds the best possible match in a database of addresses of your area of interest, such as a city, region, country, or a continent. The database includes latitude and longitude, which, once matched, allows you to pinpoint those addresses on a map. Visit the page.

Understand credits—ArcGIS Online Help | Documentation(Link is external)

Esri Credit Charges for Geocoding

Geocoding in ArcGIS Pro requires Esri credits, which are freely available to all Yale members. As of the academic year 2024-2025, the charge is 40 Esri credits per 1,000 addresses.

You can estimate your credit needs with this formula:(Your Esri credits / 40) x 1,000 = Number of addresses you can geocode

To check your Esri credit balance:

• Click on your username in the top right corner.
• Select “My settings.”
• From the left-side menu, choose “Credits.”
• If you need additional credits, please provide an estimate of the number of addresses to be geocoded.

If you need additional Esri credits, please email geospatialhelp@yale.edu with the following information:

• The number of addresses you plan to geocode
• Your Esri username (if different from yours)

If you plan to geocode more than 1 million addresses, instead we ask you to use Esri StreetMap Premium to save Esri credits for all Yale geospatial users. To request access to Esri StreetMap Premium, please email geospatialhelp@yale.edu with the following details:

• Approximate number of addresses to be geocoded
• Number of team members performing the task
• Desired dates for geocoding to avoid scheduling conflicts, as some regions have a single license for Yale users