Knowledge (XXG)

Typography (cartography)

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190: 82: 404: 788:, where millions of maps are generated every day with no direct input from a cartographer on label placement. Starting in the 1970s, the need for automation was recognized. Yoeli (1972) recognized that many of the placement guidelines espoused by Imhof (1962) and others had an algorithmic or mathematical character to them, which he attempted to specify in preparation for future placement algorithms. 31: 799:, and javascript mapping libraries. That said, because map labelling involves subjective judgments as well as rules or guidelines, most algorithms produce rules that are sub-optimal, especially in complex maps. When possible, cartographers generally use automated labels as a starting point, then refine them. 604:
The suggestions or 'rules' that follow are intended as guidelines to the intelligent positioning of type, not as inviolate laws to be followed blindly. In the practical application of these principles, it will seldom be possible to satisfy all the rules applying to a given situation. The cartographer
201:, most of the text identifies features, but there is also text that proscribes ("No Trailers"), describes ("private property"), categorizes ("... Canyon"), and locates ("Paunsaugunt Plateau"). The typeface subtly characterizes the map, being consistently used on all maps and publications of the U.S. 683:
When the point symbol is next to a line or area, especially one with a visually strong symbol (such as a city along a river or the sea), association is strengthened by placing the label on the same side as the point. This is frequently violated along shorelines because the water side generally has
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Text simultaneously serves several purposes on maps. In 1993, D. J. Fairbairn introduced a taxonomy of the purposes of text on maps, identifying fourteen types of text role. Since then, others, such as cartography textbooks, have described the variety of roles of text, with the following generally
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themselves (usually avoided by making the mask the background color rather than white). Moving the label with an attached leader line can also mitigate conflicts, although it reduces association slightly. Map symbols that are low in the visual hierarchy can often be overprinted without difficulty.
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examining many other parts of the map. Even Wood's 2000 update of Imhof, which adds many more guidelines, seems to still be based largely on best practices rather than science. That said, the durability of many of them, in the face of sweeping changes in technology and the capabilities of textual
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Determining the ideal location for each label that needs to be on the map is a complex process, with hundreds or thousands of labels competing for space, in addition to the map symbols which are usually more important. It is not a purely subjective decision process; for each label, some locations
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Early textbooks provided some general advice, but the primary contribution of Imhof's 1962 (English 1975) paper was to analyze the best practices of cartographers, and set forth a clear set of rules for label placement. Since then, there has been surprisingly little research into the validity of
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topographic maps, deriving a set of general principles and guidelines for type design and placement, which subsequent research has largely corroborated and further developed, and which forms the core canon on the topic found in modern cartography textbooks. In 1972, Pinhas Yoeli began to codify
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In terms of the directional relationship between the point and the label, some positions have better association and legibility than others. Most follow the preferences of Yoeli, who based it on Imhof. The label to the upper right of the point is generally accepted as preferred, with the other
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of the underlying feature. Usually, careful positioning of labels into empty space can avoid these conflicts, but when they cannot, masking or halos can be used to hide the underlying feature, as long as they do not obstruct so much of it as to make it unrecognizable or attract attention to
550:, also one the core visual variables, is typically used to match the value of associated symbols, although often darker, because lighter text can be less legible and have reproducibility problems, especially when printed. It is also commonly used for emphasis in the visual hierarchy. 475:
to indicate larger features or special types such as national capitals. Its role in visual hierarchy is debatable: at times, upper case seems to stand out because the characters are larger, but at other times it seems to recede because the characters are less interesting than Title
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corners acceptable. Directly to the left or to the right is problematic because the point and the label can run together, and centering the label above or below the point, which was acceptable to Imhof, is now generally discouraged because it can lead to association issues.
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so that "horizontal"=East-West helps to strengthen the understanding of direction and appears better aligned. Angled text appears more graceful and professional when placed along a slight circular arc rather than straight (unless it is following an angled straight linear
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extended his own visual variable system to including type styling in 1980 (in French). This work has largely been ignored in English-speaking countries, although similar ideas have been developed by others. The most commonly cited and used typographic variables include:
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The "sense of the guidelines" Wood mentions are the aims of legibility, feature association, and a harmonious aesthetic of the map as ordered, professional, and clear. Almost all suggested guidelines can be deduced by evaluating possible labels according to those aims.
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or "copperplate" process. It was typical for the cartographer to not label the map himself, but to leave it to the master engraver. Text styles frequently changed with the tastes of the time, but were often very ornate, especially in non-map elements such as the title.
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Labels should generally follow the direction and curvature of the line feature. Text is legible on very simple, smooth curves, but is greatly reduced when text bends around sharp corners, so it is best placed in a relatively straight segment of the line, or along a
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in the mid-19th Century significantly changed the production of maps and their labels, enabling the addition of printed type to maps using stamps, but map lettering still required a great deal of skill; this remained the state of the art until the development of
484:, the direction the characters are aligned, is used much more commonly with type than with map symbols. The most common reason to have text not be horizontal is to follow linear features, and sometimes elongated area features (which Imhof calls "ribbon-like"). 655:(character, word, or line) can aid the association of the label with long or large features, such as spreading a label to fill a country, but this comes at the expense of legibility. Most sources suggest that spacing be used sparingly, carefully, and evenly. 435:, and serves much the same purpose, to differentiate nominal variables, most often to distinguish different classes of features (city vs. river vs. mountain vs. country). In addition to the following, Bertin also includes other shape variations, such as 708:
It is slightly preferable to place the label above the line rather than below. The most commonly stated reason is that most western languages have more ascenders than descenders, so the baseline is more of a straight line to follow the shape of the
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In his 1962 paper, Imhof reiterated the primary importance of legibility, and added the following requirements (listed here with modern terminology); he then showed how most specific guidelines and practices are derived from these principles:
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and its feature association, although if absolutely necessary, aligning the label so that it starts inside and crosses the boundary once to the outside is preferable to a centered label that crosses the boundary on both
307:: this may not be as problematic as in 1929, but even modern technologies (especially computer screens) can have difficulty with the relatively small sizes of map labels, especially in colors other than solid black. 644:, horizontal text is easiest to read, and upside-down text is most difficult. When north varies from the vertical direction (such as a tilted map orientation or a projection that distorts direction), following the 524:) is often varied on maps for a variety of purposes. For example, Imhof suggests using character spacing to spread an area label over the entire area feature, but counsels against doing the same for line labels. 100:
was an essential part of the skill set of the cartographer. This did not change with the advent of printing in the 15th Century, because the dispersed placement of the text did not lend itself to the use of
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meet the aims above (especially legibility and association) better than others. An understanding of what makes some placement better than others thus streamlines the process of creating an effective map.
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For areas with an extended shape (which Imhof calls "ribbon-like"), such as reservoirs, their labels will have stronger association if they are oriented (with a slight curve) along the main axis of the
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in the 1950s. The photographic platemaking process meant that type could be produced on paper in a variety of ways, producing map labels of the same quality as book text. That said, as late as 1960,
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programs, provide a number of options for creating, editing, and storing the hundreds or even thousands of labels in a map. Each of these has advantages and disadvantages for particular situations.
530:, whether bold, black, light, or something in between, was considered by Bertin as a value-like variable, suggesting that it has an ordinal representation and a strong influence on visual hierarchy. 600:
Between Imhof, Wood, and other sources (especially textbooks), it is possible to list dozens of label placement rules. However, dutiful reliance on such lists can be misleading. According to Wood,
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Imhof, Eduard, “Die Anordnung der Namen in der Karte,” Annuaire International de Cartographie II, Orell-Füssli Verlag, Zürich, 93-129, 1962. English Translation: "Positioning Names on Maps,"
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For a long line, especially in a dense network (such as rivers and roads), labels can be repeated occasionally to avoid confusion and aid association. Too much repetition can be overwhelming.
459:(which Bertin likens to orientation), whether roman, italic, or oblique, is typically used like typeface to differentiate feature types. Wood mentions the common use of italics for labeling 411:
Many of the aspects of type styling can be chosen and controlled by the cartographer when designing a particular label to serve the above purposes. In this sense, they are akin to the
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Placing the label completely inside the area is preferable, although it can be placed completely outside if the area is very small. Having a label cross the area boundary reduced its
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To aid association, labels should be placed as close to the associated map symbol as possible, without touching it (which would reduce legibility and recognition of the symbol).
795:) have been adapted to the labeling problem. Today, automated label placement tools are widespread, and is found in software as varied as GI, batch map renderers such as 734:
Many, but not all, sources suggest using letter and line spacing (within reason to not damage legibility) to fill more (but not all) of the area will aid association.
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Character spacing is almost universally discouraged, but some cartographers find word spacing acceptable as long as the words can be easily connected by the reader.
632:, generally following standard guidelines for point, line, and area labels. Several exceptions were made to those guidelines when the situation necessitated such. 597:
design, and their continued use in professional practice, points to their strength. After decades, only a few of Imhof's original rules have fallen out of favor.
538:, one of Bertin's original visual variables, is rarely used in type to carry information on its own, although there are exceptions, such as using red (with its 823:
platforms also have this option, but some have the additional option of storing text as a dataset, enabling the same annotation to be reused in multiple maps.
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Association will be strongest if the label is placed near the midpoint of the line (or evenly spaced along the line if there are multiple copies of the label).
496:) is usually used for a piece of text in a similar fashion as the map symbol it is labeling: to indicate the geographic extent of the feature, to fit into the 385:, legibility, association, and hierarchy are typically listed as the most crucial of these aims, while conflict avoidance is one of the core foundations of 451:("type shape variation" in Bertin 1980), in addition to its common use to differentiate feature type, has a major influence on the aesthetics of the map. 181:
became available, and it became easy to place text anywhere on the map. This completed the shift of skill in map typography from construction to design.
1183:. The Geographic Information Science & Technology Body of Knowledge (3rd Quarter 2017 Edition), John P. Wilson (ed.). DOI: 10.22224/gistbok/2017.3.2 572:
are forms of decoration that are added to aid feature association when a label cannot be placed adjacent to the feature. Another form of decoration are
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Spacing is generally discouraged, especially on point labels broken into multiple lines. Being "set tight" helps the label look like a single object.
661:: when labels cross map symbols (especially those that are of high visual weight), they will be less legible, and obscure the shape and reduce the 675:
This also includes area features that are too small to label inside, in which case an exterior label treats the area symbol as a point symbol.
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of danger) for warnings. Instead, hue is usually used to match the text to the hue of the symbol it is labeling, strengthening its association.
564:, hiding the underlying features around a label, is often used to increase legibility where there are many features that cannot be avoided. A 1124: 1074: 292:
cartographer Captain John G. Withycombe, in a critique of the state of map lettering, listed five essential aims of cartographic typography.
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A significant turning point was "Die Anordnung der Namen in der Karte", a 1962 essay (re-published in English in 1975) by Swiss cartographer
331:: the various typefaces and styles used should work and look good together, and should produce an overall look of order and professionalism. 807:
The other option is to store the location and style of each label in the map data, just like the rest of the map; this is typically called
343:: the reader must be able to clearly connect each label to the feature it is labeling. Withycombe's contrast is an important part of this. 819:, it is stored in the map document in the same way as other geometry, allowing for manual editing of content, position, and style. Many 784:
Manually placing a large number of labels is a very time-consuming process, even in modern software; this is especially problematic in
241:," a note on the history of a building, or varying the size of city labels according to population to the size of the city symbols. 355:: labels should help to indicate the spatial extent of the features they label, as well as their distinction from other features 237:
information that cannot be directly derived from the map symbols or corroborating the symbolized information, such as "Box Lake
622: 349:: many of the above aims can be aided by placing labels so they do not overlap too many map features, especially other labels. 763: 727:
These guidelines also apply to clusters of points or small areas being labeled as a single feature, such as an island chain.
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were still in common usage through the 1980s, encouraging a very simplistic functional style over any aesthetic character.
645: 301:: readers must be able to read the text, especially, as Withycombe states, "when superimposed upon the detail of a map." 745: 702: 662: 625: 471:("sign shape variation" in Bertin 1980) has a more ordinal sense than typeface or posture, and many cartographers use 1228: 145:, considered the greatest European cartographer of his day. Imhof analyzed the best maps he could find, such as the 194: 154:. In 2000, Clifford Wood extended Imhof's guidelines, based on the intervening 25 years of research and practice. 779: 386: 151: 791:
Since then, increasingly robust algorithms have been developed, and existing computational algorithms (such as
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From the various lists of placement guidelines, the following is a sample of those most commonly emphasized:
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the map with a particular aesthetic feel, such as using a typeface that looks playful, modern, or historical.
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to the present, their labeling has been dependent on the general techniques and technologies of typography.
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Kakoulis, Konstantinos G., Ioannis G. Tollis (2013) "Labeling Algorithms," Chapter 15 in R. Tamassia, ed.,
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Often, these guidelines are also followed for area features with a very linear shape, such as wide rivers.
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Wood, Clifford H. (2000). "A Descriptive and Illustrated Guide for Type Placement on Small Scale Maps".
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far fewer features and labels to contend with, so placing labels in the "empty space" aids legibility.
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An example of a cartographic style guide for a particular institution, including typography standards.
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All else being equal, a label location near the center of the feature will maximize association.
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features that are not shown by a distinct symbol, such as "Arabian Sea" or "Rocky Mountains."
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or patterned fills, which are used less often in maps due to their effect on legibility.
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must apply the total 'sense' of the guidelines, accepting some and rejecting others.
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for each feature, Withycombe's contrast in lettering can be used to strengthen the
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Slocum, Terry A.; McMaster, Robert B.; Kessler, Fritz C.; Howard, Hugh H. (2009).
785: 467: 460: 118: 97: 93: 1048: 30: 837: 416: 364: 297: 122: 66: 50: 1229:"Bertin's forgotten typographic variables and new typographic visualization" 1213: 988: 944: 146: 1283: 317:) contributes not only to aesthetic appeal, but also to the two aims above. 325:: labels for different kinds of features should themselves look different. 263:
the conceptual structure of the map as a whole, such as strengthening the
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still advised new cartographers to be skilled in freehand lettering, and
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map of Europe, about 1600, produced (including text) by copper engraving.
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Fairbairn, D.J. (December 1993). "On the nature of cartographic text".
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The software that is commonly used to create maps, including both
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Dent, Borden D.; Torguson, Jeffrey S.; Hodler, Thomas W. (2009).
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for area symbols, claiming that capital letters fill more space.
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Yoeli, Pinhas (1972). "The Logic of Automated Map Lettering".
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features, due to its curving form that suggests water flow.
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Withycombe, John Gidley (May 1929). "Lettering on Maps".
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Imhof's guidelines mathematically, setting the stage for
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IEEE Transactions on Visualization and Computer Graphics
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Been, K., Daiches, E., Yap, C., Dynamic Map Labeling,
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Assessing visual variables of cartographic text design
173:, combined with the improving design capabilities of 1300:(2nd ed.). Boca Raton, FL: CRC Press (2015). 89-90. 45:, is the craft of designing and placing text on a 1069:(2nd ed.). Prentice Hall. pp. 105–108. 592:these rules, especially compared to the numerous 407:Typographic style variables commonly used in maps 1313:(2nd ed.). Boca Raton, FL: CRC Press (2015). 91. 1311:GIS Cartography: A Guide to Effective Map Design 1298:GIS Cartography: A Guide to Effective Map Design 1060: 1058: 602: 1236:Cartography and Geographic Information Science 889:(2nd ed.). McGraw-Hill. pp. 133–143. 862: 860: 858: 1191: 1189: 1110: 1108: 1106: 500:, or to represent some quantitative variable. 381:In subsequent literature, textbooks, and the 217:unique features, such as "The United Kingdom" 8: 1100:, 1st edition, The Guilford Press, pp.43-56. 439:(condensed, compressed, extended, etc.) and 1351:Handbook of Graph Drawing and Visualization 1092: 1090: 1088: 1086: 1065:Kraak, Menno-Jan; Ormeling, Ferjan (2003). 1030: 1028: 880: 878: 815:, like points, lines, and polygons, and in 1175: 1173: 1171: 1067:Cartography: Visualization of Spatial Data 1012: 1010: 1008: 1006: 970: 968: 966: 964: 962: 960: 958: 956: 954: 65:is more in line with the general usage of 1337:Introduction to automatic label placement 492:(usually measured by the block height in 284:Aims and goals of cartographic typography 871:(2nd ed.). Wiley. pp. 243–263. 926: 924: 922: 908: 906: 904: 902: 900: 898: 896: 854: 96:, the text on maps was hand drawn, and 1227:Brath, Richard; Banissi, Ebad (2019). 1117:Thematic Cartography and Visualization 223:features into groups, such as "Smith 7: 1119:. Prentice Hall. pp. 202–210. 25: 431:is akin to shape in the original 1021:. McGraw-Hill. pp. 226–245. 1019:Cartography: Thematic Map Design 185:Purposes and goals of map labels 764:geographic information systems 175:Geographic information systems 1: 1248:10.1080/15230406.2018.1516572 257:action, such as "No Camping." 916:, V.2 #2 (1975), pp.128-144 811:. Text can be modeled as a 383:GIS&T Body of Knowledge 92:For most of the history of 1421: 1049:10.1179/000870493787860157 777: 737:Some cartographers prefer 396: 195:Bryce Canyon National Park 136:mechanical lettering tools 1383:, accessed 17 August 2020 1366:. Accessed 1 October 2016 1202:Communication et Langages 914:The American Cartographer 867:Robinson, Arthur (1960). 780:Automatic label placement 774:Automatic label placement 387:Automatic label placement 152:Automatic label placement 1381:ArcGIS Pro Documentation 1353:, CRC Press, pp.489-515. 1196:Bertin, Jacques (1980). 1142:The Geographical Journal 1098:Principles of Map Design 1037:The Cartographic Journal 977:The Cartographic Journal 1278:. 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(2010) 933:Cartographic Journal 705:version of the line. 508:between characters ( 887:General Cartography 843:Cartographic design 813:Geometric primitive 793:Simulated annealing 273:the map as a whole. 113:The development of 43:cartographic design 634: 617:General guidelines 409: 347:Conflict avoidance 207: 159:Desktop publishing 132:Arthur H. Robinson 90: 49:in support of the 41:, as an aspect of 36: 1126:978-0-13-229834-6 1076:978-0-13-088890-7 817:graphics software 803:Stored annotation 163:graphics software 69:. 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153: 148: 144: 139: 137: 133: 129: 124: 123:wax engraving 120: 116: 111: 108: 104: 99: 95: 87: 83: 76: 74: 72: 68: 64: 60: 56: 52: 48: 44: 40: 32: 19: 1405:Infographics 1380: 1371: 1364:'Annotation' 1358: 1350: 1345: 1335: 1331: 1323: 1318: 1310: 1305: 1297: 1292: 1271: 1264: 1239: 1235: 1222: 1208:(1): 70–75. 1205: 1201: 1145: 1141: 1135: 1116: 1097: 1066: 1040: 1036: 1018: 980: 976: 936: 932: 913: 886: 868: 808: 806: 790: 783: 761: 726: 695: 674: 659:Overprinting 658: 652: 641: 640:In terms of 612: 608: 603: 599: 590: 586: 573: 569: 565: 561: 557: 553: 545: 533: 527: 519: 509: 503: 487: 481: 466: 461:hydrographic 454: 446: 440: 436: 428: 410: 393:Type styling 382: 380: 375:Distribution 374: 358: 352: 346: 340: 334: 328: 320: 310: 304: 296: 287: 276: 270: 260: 254: 250: 244: 238: 234: 230: 224: 221:Categorizing 220: 214: 208: 157:The rise of 156: 143:Eduard Imhof 140: 112: 103:Movable type 91: 62: 58: 54: 38: 37: 1400:Cartography 983:(1): 5–18. 786:Web mapping 642:orientation 570:leader line 540:connotation 482:Orientation 419:; in fact, 363:: like the 341:Association 271:Beautifying 255:Proscribing 251:Prescribing 215:Identifying 119:Zincography 98:Calligraphy 94:Cartography 51:map symbols 1394:Categories 1377:Annotation 1181:Typography 849:References 838:Typography 809:annotation 554:Decoration 298:Legibility 261:Organizing 235:explaining 231:Describing 67:typography 63:typography 39:Typography 1256:134450553 997:129481053 649:feature). 646:graticule 583:Placement 360:Hierarchy 288:In 1929, 179:typefaces 147:Swisstopo 59:lettering 833:Toponymy 827:See also 739:All caps 709:feature. 703:smoothed 511:tracking 473:ALL CAPS 448:Typeface 322:Contrast 315:typeface 245:Locating 107:Intaglio 55:labeling 1162:1784644 653:Spacing 628:Map of 568:box or 566:callout 521:leading 505:Spacing 456:Posture 441:texture 365:symbols 329:Harmony 77:History 1375:esri, 1254:  1160:  1123:  1073:  995:  797:Mapnik 753:shape. 749:sides. 528:Weight 494:points 353:Extent 169:, and 121:, and 61:, but 1252:S2CID 1232:(PDF) 1158:JSTOR 993:S2CID 547:Value 516:words 476:Case. 437:width 311:Style 239:(dry) 1121:ISBN 1071:ISBN 766:and 630:Peru 562:mask 558:halo 489:Size 468:Case 429:Form 399:Font 225:Park 199:Utah 1280:hdl 1244:doi 1210:doi 1150:doi 1045:doi 985:doi 941:doi 821:GIS 626:CIA 560:or 535:Hue 514:), 415:of 253:or 233:or 57:or 47:map 1396:: 1379:, 1250:. 1240:46 1238:. 1234:. 1206:45 1204:. 1200:. 1188:^ 1170:^ 1156:. 1146:73 1144:. 1105:^ 1085:^ 1057:^ 1041:30 1039:. 1027:^ 1005:^ 991:. 981:37 979:. 953:^ 935:. 921:^ 895:^ 877:^ 857:^ 389:. 197:, 165:, 117:, 1286:. 1282:: 1258:. 1246:: 1216:. 1212:: 1164:. 1152:: 1129:. 1079:. 1051:. 1047:: 999:. 987:: 947:. 943:: 937:9 267:. 227:" 205:. 20:)

Index

Labeling (map design)

cartographic design
map
map symbols
typography
history of maps

Abraham Ortelius
Cartography
Calligraphy
Movable type
Intaglio
Photoengraving
Zincography
wax engraving
Photolithography
Arthur H. Robinson
mechanical lettering tools
Eduard Imhof
Swisstopo
Automatic label placement
Desktop publishing
graphics software
laser printers
inkjet printers
Geographic information systems
typefaces

Bryce Canyon National Park

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