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Kurt Mennke, GISP

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Beschreibung

If you are a GIS professional, a consultant, a student, or perhaps a fast learner who wants to go beyond the basics of QGIS, then this book is for you. It will prepare you to realize the full potential of QGIS.

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Veröffentlichungsjahr: 2015

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Table of Contents

Mastering QGIS
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. A Refreshing Look at QGIS
QGIS download and installation
Installing QGIS on Windows
Installing QGIS on Mac OS X
Installing QGIS on Ubuntu Linux
Installing QGIS only
Installing QGIS and other FOSSGIS Packages
Tour of QGIS
QGIS Desktop
QGIS Browser
Loading data
Loading vector data
Loading raster data
Loading databases
Web services
Working with coordinate reference systems
Working with tables
Table joins
Editing data
Snapping
Styling vector data
Styling raster data
Contrast enhancement
Blending modes
Composing maps
Adding functionality with plugins
Summary
2. Creating Spatial Databases
Fundamental database concepts
Database tables
Table relationships
Structured Query Language
Creating a spatial database
Importing data into a SpatiaLite database
Importing KML into SpatiaLite
Importing a shapefile into SpatiaLite
Importing tables into SpatiaLite
Exporting tables out of SpatiaLite as a shapefile
Managing tables
Creating a new table
Renaming a table
Editing table properties
Deleting a table
Emptying a table
Creating queries and views
Creating a SQL query
Creating a spatial view
Dropping a spatial view
Summary
3. Styling Raster and Vector Data
Choosing and managing colors
Always available color picker components
Changeable panels in the color picker
Color ramp
Color wheel
Color swatches
Color sampler
Managing color ramps
Managing the QGIS color ramp collection
Renaming a color ramp
Removing a color ramp
Exporting a color ramp
Importing a color ramp
Adding a color ramp
Adding a Gradient color ramp
Adding a Random color ramp
Add a ColorBrewer color ramp
Adding a cpt-city color ramp
Editing a color ramp
Styling single band rasters
Paletted raster band rendering
Singleband gray raster band rendering
Singleband pseudocolor raster band rendering
Styling multiband rasters
Creating a raster composite
Raster color rendering
Raster resampling
Styling vectors
Single-symbol vector styling
Categorized vector styling
Graduated vector styling
Rule-based vector styling
Point-displacement vector styling
Inverted polygons vector styling
Vector layer rendering
Using diagrams to display thematic data
Parameters common to all diagram types
Diagram size parameters
Diagram position parameters
Adding attributes to diagrams
Creating a pie chart diagram
Creating a text chart diagram
Creating a histogram chart diagram
Saving, loading, and setting default styles
Saving a style
Loading a style
Setting and restoring a default style
Summary
4. Preparing Vector Data for Processing
Merging shapefiles
Creating spatial indices
Checking for geometry errors
Converting vector geometries
Creating polygon centroids
Converting polygons to lines and lines to polygons
Creating polygons surrounding individual points
Extracting nodes from lines and polygons
Simplifying and densifying features
Converting between multipart and singlepart features
Adding geometry columns to an attribute table
Using basic vector geoprocessing tools
Spatial overlay tools
Using the Clip and Difference tools
Using the Intersect and Symmetrical Difference tools
Overlaying polygon layers with Union
Creating buffers
Generating convex hulls
Dissolving features
Defining coordinate reference systems
Understanding the Proj.4 definition format
Defining a new custom coordinate reference system
Advanced field calculations
Exploring the field calculator interface
Writing advanced field calculations
The first example – calculating and formatting the current date
The second example – inserting geometric values
The third example – calculating a population-dependent label string
Complex spatial and aspatial queries
Summary
5. Preparing Raster Data for Processing
Reclassifying rasters
Converting datasets from floating-point to integer rasters
Resampling rasters
Installing and troubleshooting SAGA on different platforms
Windows
Mac OS X
Linux
Rescaling rasters
Creating a raster mosaic
Generating raster overviews (pyramids)
Converting between raster and vector data models
Converting from raster to vector
Converting from vector to raster (rasterize)
Creating raster surfaces via interpolation
Summary
6. Advanced Data Creation and Editing
Creating points from coordinate data
Mapping well-known text representations of geometry
Geocoding address-based data
How address geocoding works
The first example – geocoding using web services
The second example – geocoding using local street network data
Georeferencing imagery
Ground control points
Using the Georeferencer GDAL plugin
The first example – georeferencing using a second dataset
Getting started
Entering the ground control points
Transformation settings
Completing the operation
The second example – georeferencing using a point file
Checking the topology of vector data
Installing the Topology Checker
Topological rules
Rules for point features
Rules for line features
Rules for polygon features
Using the Topology Checker
Repairing topological errors via topological editing
Example 1 – resolving duplicate geometries
Example 2 – repairing overlaps
Setting the editing parameters
Repairing an overlap between polygons
Example 3 – repairing a gap between polygons
Summary
7. The Processing Toolbox
About the processing toolbox
Configuring the processing toolbox
Understanding the processing toolbox
Using the processing toolbox
Performing raster analyses with GRASS
Calculating shaded relief
Calculating the least-cost path
Calculating the slope using r.slope
Reclassifying a new slope raster and the land use raster
Combining reclassified slope and land use layers
Calculating the cumulative cost raster using r.cost
Calculating the cost path using least-cost paths
Evaluating a viewshed
Clipping elevation to the boundary of a park using GDAL
Calculating viewsheds for towers using r.viewshed
Combining viewsheds using r.mapcalculator
Calculating raster statistics using r.stats
SAGA
Evaluating a habitat
Calculating elevation ranges using the SAGA Raster calculator
Clipping land use to the park boundary using Clip grid with polygon
Querying land use for only surface water using the SAGA Raster calculator
Finding proximity to surface water using GDAL Proximity
Querying the proximity for 1,000 meters of water using the GDAL Raster calculator
Reclassifying land use using the Reclassify grid values tool
Combining raster layers using the SAGA Raster calculator
Exploring hydrologic analyses with TauDEM
Removing pits from the DEM
Calculating flow directions across the landscape
Calculating the upstream area above Fort Klamath
Calculating a stream network raster grid
Creating a watershed-specific vector stream network
R
Exploring summary statistics and histograms
Summary
8. Automating Workflows with the Graphical Modeler
An introduction to the graphical modeler
Opening the graphical modeler
Configuring the modeler and naming a model
Adding inputs
Adding algorithms
Running a model
Editing a model
Documenting a model
Saving, loading, and exporting models
Executing model algorithms iteratively
Nesting models
Using batch processing with models
Converting a model into a Python script
Summary
9. Creating QGIS Plugins with PyQGIS and Problem Solving
Webography - where to get API information and PyQGIS help
PyQGIS cookbook
API documentation
The QGIS community, mailing lists, and IRC channel
Mailing lists
IRC channel
The StackExchange community
Sharing your knowledge and reporting issues
The Python Console
Getting sample data
My first PyQGIS code snippet
My second PyQGIS code snippet – looping the layer features
Exploring iface and QGis
Exploring a QGIS API in the Python Console
Creating a plugin structure with Plugin Builder
Installing Plugin Builder
Locating plugins
Creating my first Python plugin – TestPlugin
Setting mandatory plugin parameters
Setting optional plugin parameters
Generating the plugin code
Compiling the icon resource
The plugin file structure – where and what to customize
Exploring main plugin files
Plugin Builder generated files
A simple plugin example
Adding basic logic to TestPlugin
Modifying the layout with Qt Designer
Adding two pull-down menus
Modifying the GUI logic
Modifying the plugin logic
Classifying layers
Populating the combobox
Understanding self
Showing and running the dialog
Some improvements
More detail of the code
Setting up a debugging environment
What is a debugger?
Installing Aptana
Setting up PYTHONPATH
Starting the Pydevd server
Connecting QGIS to the Pydevd server
Debugging session example
Creating a PyDev project for TestPlugin
Adding breakpoints
Debugging in action
Summary
10. PyQGIS Scripting
Where to learn Python basics
Tabs or spaces, make your choice!
Loading layers
Managing rasters
Exploring QgsRasterLayer
Visualizing the layer
Managing vector files
Managing database vectors
Vector structure
The basic vector methods
Describing the vector structure
Describing the header
Describing the rows
Exploring QgsGeometry
Iterating over features
Describing the iterators
Editing features
Updating canvas and symbology
Editing through QgsVectorDataProvider
Changing a feature's geometry
Changing a feature's attributes
Deleting a feature
Adding a feature
Editing using QgsVectorLayer
Discovering the QgsVectorLayerEditBuffer class
Changing a feature's geometry
Changing a feature's attributes
Adding and removing a feature
Running processing toolbox algorithms
Looking for an algorithm
Getting algorithm information
Running algorithms from the console
Running your own processing script
Creating a test processing toolbox script
Looking at the custom script
Running the script
Running an external algorithm or command
Running a simple command
Interacting with the map canvas
Getting the map canvas
Explaining Map Tools
Setting the current Map Tool
Getting point-click values
Getting the current Map Tool
Creating a new Map Tool
Creating a map canvas event handler
Creating a Map Tool event handler
Setting up the new Map Tool
Using point-click values
Exploring the QgsRubberBand class
Summary
Index

Mastering QGIS

Mastering QGIS

Copyright © 2015 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: March 2015

Production reference: 2020415

Published by Packt Publishing Ltd.

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ISBN 978-1-78439-868-2

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Cover image by NASA Earth Observatory

Credits

Authors

Kurt Menke, GISP

Dr. Richard Smith Jr., GISP

Dr. Luigi Pirelli

Dr. John Van Hoesen, GISP

Reviewers

Paolo Corti

Abdelghaffar Khorchani

Gergely Padányi-Gulyás

Commissioning Editor

Dipika Gaonkar

Acquisition Editors

Richard Harvey

Rebecca Youé

Content Development Editor

Samantha Gonsalves

Technical Editors

Ruchi Desai

Manal Pednekar

Copy Editors

Sonia Michelle Cheema

Jasmine Nadar

Project Coordinator

Kinjal Bari

Proofreaders

Martin Diver

Maria Gould

Elinor Perry-Smith

Indexer

Rekha Nair

Graphics

Valentina D'silva

Production Coordinator

Alwin Roy

Cover Work

Alwin Roy

Foreword

It has been my pleasure to witness the development of both this book, Mastering QGIS, and the QGIS software in the past 12 months. Who could have predicted the rapid development and adoption of QGIS in such a short time? QGIS is now on a par, in terms of its functionality and features, with the best of commercial GIS application software. With an aggressive code development schedule of quarterly updates, the QGIS project is adding new features faster than most GIS professionals can keep pace. To help with the dire need for professional training, this book has been created to provide you with the concise technical expertise that will serve you well, both now and in future versions of this powerful GIS software. I have enjoyed the privilege of working closely with the contributing authors of this book for the past 2 years. We have been engaged in an intense curriculum development process to create the first-ever national GIS curriculum that is based around a national standard—the U.S. Department of Labor's Geospatial Technology Competency Model (GTCM). This effort has resulted in a series of GIS courses, all based around QGIS, that provide a solid foundation upon which this book can be used to enhance your technical skills. Each of the contributing authors is a very experienced GIS professional and many of them serve as instructors for highly respected academic GIS programs. Dr. Richard (Rick) Smith, a certified GIS Professional (GISP), serves as an assistant professor for the Geographic Information Science program at Texas A&M University—Corpus Christi, Texas, USA. Rick has been onboard the curriculum effort since day one, where his expertise in GIS and cartography is highlighted. Kurt Menke is a certified GIS Professional (GISP) and operates his own GIS consulting business (Bird's Eye View GIS) in New Mexico, USA, where he teaches open source GIS software at the local college and universities. Kurt is well respected in both conservation and healthcare GIS and has completed numerous GIS projects in these disciplines. Dr. John Van Hoesen (GISP) serves as an associate professor of geology and is the Environmental Studies Community Mapping Lab Director at Green Mountain College in Vermont, USA. His passions include open source software, environmental science, and the great outdoors, where he leads students in the discovery of our natural world. Luigi Pirelli, from Spain, is a core contributor to QGIS and a contributing author of this book.

He provided us with the chapters on programming for QGIS. A huge thanks to our most capable editor, Samantha Gonsalves, for her management during the creation of this book. A former systems engineer at Infosys in Mumbai, India, and now an editor for Packt Publishing, her leadership kept the team on a tight deadline to complete Mastering QGIS while maintaining the highest editorial standards. For all of us, it has been a fascinating and rewarding experience and now you hold the results of our effort in your hands. Best wishes for success on Mastering QGIS, now and in the future!

Phillip Davis

Director, National Information Security & Geospatial Technology Consortium,

Del Mar College,

Texas, USA

About the Authors

Kurt Menke, a certified GIS Professional (GISP), has been working in the GIS field since 1997. Prior to this, he worked as a professional archaeologist for 10 years in the American Southwest. He earned a master's degree (MA) in geography from the University of New Mexico in 2000. That same year, he founded Bird's Eye View (www.BirdsEyeViewGIS.com) to apply his expertise with the GIS technology to the world's mounting ecological and social problems. Toward this end, Mr. Menke's work focuses largely on wildlife conservation and public health. His specialties are spatial analysis, modeling, and cartography.

He is a longtime advocate of FOSS4G. He began writing MapServer applications in 2001 and has been using QGIS since 2007. He is one of the coauthors of the curriculum at the FOSS4G Academy (http://foss4geo.org/) and has been teaching FOSS4G college courses since 2009. In 2014, Kurt began authoring an award-winning blog on FOSS4G technologies and their use in community health mapping (http://communityhealthmaps.nlm.nih.gov/).

A special thanks goes to Phil Davis for his leadership in the development of the FOSS4G Academy and for his continuing efforts to promote FOSS4G in the U.S. educational system. I would like to thank Rick Smith for being such a joy to work with. I'd also like to acknowledge Karl Benedict for introducing me to the world of FOSS4G and Jeffery Cavner for his ongoing camaraderie. Finally, 
I'd like to thank my beautiful wife, Sarah, for her steady support 
and encouragement.

Dr. Richard Smith Jr., is an assistant professor of geographic information science at the School of Engineering and Computing Sciences at Texas A&M University Corpus Christi. He has a PhD in geography from the University of Georgia and holds a master of science in computer science and a bachelor of science in geographic information science degree from Texas A&M University Corpus Christi. Richard actively does research in cartography, systems integration, and the use of geospatial technology for disaster response. Richard is an advocate of FOSS4G and building FOSS4G curriculum. He is one of the coauthors of the FOSS4G Academy (http://foss4geo.org).

Richard has collaborated with other writers in his field, but Mastering QGIS is his first book.

I would like to thank my wife and daughter for putting up with my late-night and weekend writing sessions. I would also like to thank my coauthor Kurt Menke for being patient with my edits. I would especially like to thank the editorial team; you have made my first book-writing experience an excellent one.

Outside those directly involved or affected by the writing of this book, I'd like to thank my academic and life mentors, Dr. Stacey Lyle, Dr. Thomas Hodler, Dr. Gary Jeffress, and Dr. Robin Murphy, for providing their support and good wishes as I begin my career. In addition to teaching me, you have inspired me to have the confidence to teach and write. To those of you reading this, I hope I do my mentors justice by providing a clear and useful text to assist you in mastering QGIS.

Dr. Luigi Pirelli is a freelance software analyst and developer with an honors degree in computer science from the University of Bari. He worked for 15 years in Satellite Ground Segment and Direct Ingestion for the European Space Agency. Since 2006, he has been involved with the GFOSS world, contributing to QGIS, GRASS, and MapServer core and developing and maintaining many QGIS plugins. He actively participates in QGIS Hackmeetings. He is the founder of the OSGEO Italian Local Chapter (http://gfoss.it/drupal/) and now lives in Spain and contributes to this GFOSS community. During the last few years, he started teaching PyQGIS by organizing trainings from basic to advanced levels and supporting companies to develop their specific QGIS plugins.

He is the founder of the local hackerspace group Bricolabs.cc that is focused on Open Hardware. He likes cycling, repairing everything, and trainings groups on conflict resolution. Besides this book, he has also contributed to Lonely Planet Cycling Italy.

A special thanks to the QGIS developer community and core developers as the project is managed in a really open way by allowing contributions from everyone.

I want to thank everyone with whom I have worked. I learned from each of them, and without them, I wouldn't be here giving my contribution to free software and to this book.

A special thanks to my friends and neighbors who helped me with my son during the writing of this book.

I would like to dedicate this book to my partner and especially to my son for his patience when he used to see me sitting in front of a computer for hours instead of playing with him.

Dr. John Van Hoesen is an associate professor of geology and environmental studies at Green Mountain College in rural west-central Vermont. He earned an MS in 2000 and a PhD in geology from the University of Nevada, Las Vegas, in 2003. He is a certified GIS Professional (GISP) with a broad background in geosciences and has been using some flavor of GIS to evaluate and explore geologic processes and environmental issues since 1997. He has used and taught some variant of FOSS GIS since 2003, and over the last 3 years, he has taught graduate, undergraduate, and continuing education courses using only FOSS GIS software.

About the Reviewers

Paolo Corti is an environmental engineer based in Rome, Italy. He has more than 15 years of experience in the GIS field; after working with proprietary solutions for some years, he proudly switched to open source technologies and Python almost a decade ago.

He has been working as a software architect, developer, and analyst for organizations such as the United Nations World Food Programme, the European Commission Joint Research Centre, and the Italian Government.

Currently, he is working within the GeoNode project, for which he is the core developer, in the context of emergency preparedness and response.

He is an OSGeo charter member and a member of the pyCSW and GeoNode Project Steering committees. He is the coauthor of PostGIS Cookbook by Packt Publishing, and he writes a popular blog on open source geospatial technologies at http://www.paolocorti.net.

Abdelghaffar Khorchani has a license degree in geographic information systems, a fundamental license in natural science applied in biology and geology, and a master's degree in geomatics and planning. He is also a computer engineer. Currently, he is pursuing his master's degree in planning and regional development (University of Laval—Canada) and his PhD in marine sciences (University of Milano-Biccoca – Italy).

He has prepared courses in Japan on fishery resource management approaches for young leaders and in Spain in the field use of geographic information systems for scheduling and management. He has also prepared other training modules in Tunisia on urban administration.

He has 8 years of experience in the geomatics field and has worked on several projects in the agriculture sector, environment, transport, and mapping.

Currently, he is in the Ministry of Agriculture in Tunisia and is responsible for the mapping service for project VMS (short for Vessel Monitoring System).

He is also a trainer in the mapping field of Geographic Information System, GPS, and CAD. He is particularly interested in the development of decision support tools.

A special thanks to Packt Publishing for this opportunity to participate in the review of this book. I thank my family, especially my parents, for their physical and moral support. Finally, I want to thank Cheima Ayachi, who helped me a lot when I was reviewing this book.

Gergely Padányi-Gulyás is a GIS and web developer and remote sensing analyst with over 7 years of experience. He specializes in designing and developing web mapping applications and Geographic Information Systems (GIS). He is a dedicated user/developer of open source software, and he is also an active member of the OSGeo local chapter. He is familiar both with client- and server-side programming.

For more than 4 years, he worked for archaeologists as a GIS engineer and remote sensing analyst where he contributed to laying the foundation of the Hungarian Archaeological predictive modelling. After that, he became a Java web developer for a private company. Since then, he has been working at a state nonprofit corporation as a GIS and web developer where he uses the skills he learned from his previous jobs: combining GIS with development. During the past few years, he has been involved with plugin development in different programming languages such as Java for GeoServer and Python for QGIS.

He has a website (www.gpadanyig.com).

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Preface

Welcome to Mastering QGIS. The goal of this book is to help intermediate and advanced users of GIS develop a deep understanding of the capabilities of QGIS while building the technical skills that would facilitate in making the shift from a proprietary GIS software package to QGIS.

QGIS embodies the open source community's spirit. It seamlessly works with other free and open source geospatial software, such as SAGA, GDAL, GRASS, and fTools, and supports standards and formats that are published by myriad organizations. QGIS is about freedom in the geospatial world: freedom to choose your operating system, freedom from licensing fees, freedom to customize, freedom to look under the hood, and freedom to contribute to the development of QGIS. As you work through this book, we believe that you will be amazed at how much capability and freedom QGIS provides.

QGIS has rapidly risen from the initial version written by Gary Sherman in 2002 to become a globally used and developed volunteer-led project. In 2009, QGIS version 1.0 was released as an Open Source Geospatial Foundation (OSGeo) project and continues to be rapidly adopted worldwide. The enduring support of the open source community has really delivered QGIS to a point where it is now a top-shelf product that should be in all GIS users' toolboxes, and we want this book to be your tour guide and reference as you learn, use, and contribute to QGIS.

What this book covers

Chapter 1, A Refreshing Look at QGIS, reviews the installation and basic functionality of QGIS that will be the assumed knowledge for the remainder of the book.

Chapter 2, Creating Spatial Databases, covers how to create and edit spatial databases using QGIS. While QGIS supports many spatial databases, SpatiaLite will be used in this chapter. First, core database concepts will be covered, followed by the creation of a spatial database. Next, importing, exporting, and editing data will be covered. The chapter will conclude with queries and view creation.

Chapter 3, Styling Raster and Vector Data, covers styling raster and vector data for display. First, color selection and color ramp management are covered. Next, singleband and multiband raster data are styled using custom color ramps and blending modes. Next, complex vector styles and vector layer rendering are covered. Rounding out the chapter is the use of diagrams to display thematic map data.

Chapter 4, Preparing Vector Data for Processing, covers techniques useful for turning raw vector data into a more usable form. The chapter will start with data massaging and modification techniques such as merging, creating indices, checking for geometry errors, and basic geoprocessing tools. Next, advanced field calculations will be covered, followed by complex spatial and aspatial queries. The chapter will end by defining new or editing existing coordinate reference systems.

Chapter 5, Preparing Raster Data for Processing, covers the preparation of raster data for further processing using the GDAL menu tools and the Processing Toolbox algorithms. Specifically, these include reclassification, resampling, rescaling, mosaics, generating pyramids, and interpolation. The chapter will conclude by converting raster to vector.

Chapter 6, Advanced Data Creation and Editing, provides advanced ways to create vector data. As there is a great deal of data in tabular format, this chapter will cover mapping coordinates and addresses from tables. Next, georeferencing of imagery into a target coordinate reference system will be covered. The final portion of the chapter will cover testing topological relationships in vector data and correcting any errors via topological editing.

Chapter 7, The Processing Toolbox, begins with an explanation and exploration of the QGIS Processing Toolbox. Various algorithms and tools, available in the toolbox, will be used to complete common spatial analyses and geoprocessing tasks for both raster and vector formats. To illustrate how these processing tools might be applied to real-world questions, two hypothetical scenarios are illustrated by relying heavily on GRASS and SAGA tools.

Chapter 8, Automating Workflows with the Graphical Modeler, covers the purpose and use of the graphical modeler to automate analysis workflows. In the chapter, you will develop an automated tool/model that can be added to the Processing Toolbox.

Chapter 9, Creating QGIS Plugins with PyQGIS and Problem Solving, covers the foundational information to create a Python plugin for QGIS. Information about the API and PyQGIS help will be covered first, followed by an introduction to the iface and QGis classes. Next, the steps required to create and structure a plugin will be covered. The chapter will be wrapped up after providing you with information on creating graphical user interfaces and setting up debugging environments to debug code easily.

Chapter 10, PyQGIS Scripting, provides topics for integrating Python analysis scripts with QGIS outside of the Processing Toolbox. Layer loading and management are first covered, followed by an exploration of the vector data structure. Next, programmatic launching of other tools and external programs are covered. Lastly, the QGIS map canvas is covered with respect to how a script can interact with the map canvas and layers within.

What you need for this book

To get the most from this book, it is recommended that you install QGIS and follow the explanations. If you choose to do so, you will need a reasonably modern computer with access to the Internet to download and install QGIS, read documentation, and install plugins. QGIS can run on Windows, Mac OS X, and many Linux distributions.

Who this book is for

This book is for intermediate to advanced GIS users, developers, and consultants who are familiar with QGIS but want to look deeper into the software to unleash its full potential. The reader is expected to be comfortable with common GIS functions and concepts, as possession of this knowledge is assumed throughout the book. This book focuses on how to use QGIS and its functions beyond the basics.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, and user input are shown as follows: "Type a comma after $now, and enter 'dd/MM/yyyy' followed by a close parenthesis."

A block of code is set as follows:

CASE WHEN "POP1996" > 5000000 THEN Result ELSE "STATE_NAME" END

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

CASE WHEN "POP1996" > 5000000 THEN Result ELSE "STATE_NAME" END

Any command-line input or output is written as follows:

sudo apt-get install qgis-plugin-grass

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "You can explore the QGIS plugin ecosystem by navigating to Plugins | Manage and Install Plugins."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of.

To send us general feedback, simply e-mail <[email protected]>, and mention the book's title in the subject of your message.

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Chapter 1. A Refreshing Look at QGIS

QGIS is a volunteer-led development project licensed under the GNU General Public License. It was started by Gary Sherman in 2002. The project was incubated with the Open Source Geospatial Foundation (OSGeo) in 2007. Version 1.0 was released in 2009. At the time of writing this book, QGIS 2.6 was the stable version and new versions are released every four months.

In this chapter we will review the basic functionality of QGIS, which will be assumed knowledge for the remaining chapters in this book. If you need a refresher on QGIS or a quick-start guide to QGIS, you should read this chapter. The topics we will cover in this chapter are as follows:

Downloading QGIS and its installationThe QGIS graphical user interfaceLoading dataWorking with coordinate reference systemsWorking with tablesEditing dataStyling dataComposing a mapFinding and installing plugins

QGIS download and installation

QGIS can be installed on Windows, Mac OS X, Unix, Linux, and Android operating systems, making it a very flexible software package. Both the binary installers and source code can be downloaded from download.qgis.org. In this section, we will briefly cover how to install QGIS on Windows, Mac OS X, and Ubuntu Linux. For the most up-to-date installation instructions, refer to the QGIS website.

Installing QGIS on Windows

For Windows, there are two installation options, which are as follows:

QGIS Standalone Installer: The standalone installer installs the binary version of QGIS and the Geographic Resource Analysis Support System (GRASS) using a standard Windows installation tool. You should choose this option if you want an easy installation experience of QGIS.OSGeo4W Network Installer: This provides you with the opportunity to download either the binary or source code version of QGIS, as well as experimental releases of QGIS. Additionally, the OSGeo4W installer allows you to install other open source tools and their dependencies.

Installing QGIS on Mac OS X

To install QGIS on Mac OS X, the Geospatial Data Abstraction Library (GDAL) framework and matplotlib Python module must be installed first, followed by the QGIS installation. The installation files for GDAL, matplotlib, and QGIS are available at http://www.kyngchaos.com/software/qgis.

Installing QGIS on Ubuntu Linux

There are two options when installing QGIS on Ubuntu: installing QGIS only, or installing QGIS as well as other FOSSGIS packages. Either of these methods requires the use of the command line, sudo rights, and the apt-get package manager.

Installing QGIS only

Depending on whether you want to install a stable release or an experimental release, you will need to add the appropriate repository to the /etc/apt/sources.list file.

With sudo access, edit /etc/apt/sources.list and add the following line to install the current stable release or current release's source code respectively:

deb http://qgis.org/debian trusty maindeb-src http://qgis.org.debian trusty main

Depending on the release version of Ubuntu you are using, you will need to specify the release name as trusty, saucy, or precise. For the latest list of QGIS releases for Ubuntu versions, visit download.qgis.org.

With the appropriate repository added, you can proceed with the QGIS installation by running the following commands:

sudo apt-get updatesudo apt-get install qgis python-qgis

To install the GRASS plugin (recommended), install the optional package by running this command:

sudo apt-get install qgis-plugin-grass

Installing QGIS and other FOSSGIS Packages

The ubuntugis project installs QGIS and other FOSSGIS packages, such as GRASS on Ubuntu. To install theubuntugis package, remove the http://qgis.org/debian lines from the /etc/apt/sources.list file, and run the following commands:

sudo apt-get install python-software-propertiessudo add-apt-repository ppa:ubuntugis/ubuntugis-unstablesudo apt-get updatesudo apt-get install qgis python-qgis qgis-plugin-grass

Note

QGIS is also available for Android. We have not provided detailed installation instructions because it is in alpha testing at the moment. However, there are plans to have a normalized installation process in a future release. You can find more information about this at http://hub.qgis.org/projects/android-qgis.

The download page is available at http://qgis.org/downloads/android/.

A related app has recently been announced and it is named QField for QGIS. For a short time, it was named QGIS Mobile. It is described as a field data capture and management app that is compatible with QGIS. At the time of writing this, it was in invite-only alpha testing. It is eventually expected to be available in the Android Play Store. You can find more information on this app at http://www.opengis.ch/tech-blog/.

Tour of QGIS

QGIS is composed of two programs: QGIS Desktop and QGIS Browser. Desktop is used for managing, displaying, analyzing, and styling data. Browser is used to manage and preview data. This section will give you a brief tour of the graphical user interface components of both QGIS Desktop and QGIS Browser.

QGIS Desktop

The QGIS interface is divided into four interface types: menu bar, toolbars, panels, and map display. The following screenshot shows QGIS Desktop with all four interface types displayed:

The map display shows the styled data added to the QGIS project and, by default, takes up the majority of the space in QGIS Desktop. The menu bar, displayed across the top, provides access to most of QGIS Desktop's functionality. The toolbars provide quick access to QGIS Desktop functionality. The toolbars can be arranged to either float independently or dock at the top, bottom, left, or right sides of the application. The panels, such as Browser and Layers, provide a variety of functionality and can be arranged to either float independently or dock above, below, right, or left of the map display.

There are four toolbars that are particularly useful, and it is recommended that you enable them:

The File toolbar provides quick access to create, open, and save QGIS projects and create and manage print composersThe Manage Layers toolbar contains tools to add vector, raster, database, web service, text layers, and create new layersThe Map Navigation toolbar contains tools that are useful for panning, zooming, and refreshing the map displayThe Attributes toolbar provides access to information, selection, field calculator, measuring, bookmarking, and annotation tools

QGIS Desktop offers a number of customization options. You can toggle the visibility of toolbars by navigating to View | Toolbars, or by right-clicking on the menu bar or the enabled toolbar button, which will open a context menu allowing you to toggle the toolbar and panel visibility. You can assign shortcut keys to operations by navigating to Settings | Configure shortcuts. You can also change application options, such as interface language and rendering options by navigating to Settings | Options.

QGIS Browser

The QGIS Browser interface (shown in the following screenshot) is composed of three parts: toolbar, data tree view, and information panel.

The data tree view is an expandable tree listing of all geospatial data files on your computer and through connections. The information display, which takes most of the space on the application, contains four tabs that provide different views of the selected data in the data tree listing, and they are as follows:

Param: This tab displays details of data that is accessed through connections, such as a database or WMS.Metadata: This tab displays the metadata (if any) of the selected data.Preview: This tab renders the selected data. You can zoom into the data using your mouse wheel and pan using the arrow keys on your keyboard.Attribute: This tab displays the attribute table associated with the selected data. You can sort the columns by clicking on the column headings.

The toolbar provides access to four functions. The Refresh function reloads the data tree view while the Manage WMS function opens the WMS management screen allowing you to manage the WMS connections. The New Shapefile function opens the new vector layer dialog allowing new shapefiles to be created. Finally, the Set layer CRS function allows you to define the coordinate reference system of the geospatial data file that is selected in the data tree view.

Loading data

One strength of QGIS is its ability to load a large number of data types. In this section, we will cover loading various types of data into QGIS Desktop.

In general, data can be loaded in four ways. The first way, which will be covered in detail in this section, is to use the Add Layer menu under Layer and select the appropriate type of data that you wish to load. The second way is to open the Browser panel, navigate to the data you wish to load, and then drag the data onto the map display or onto the Layers panel. The third way to load data is to enable the Manage Layers toolbar and click on the button representing the data type that you wish to load. The fourth way is to locate the data in QGIS Browser, drag the data, and drop it onto the QGIS Desktop map display or the Layers panel.

Loading vector data

To load vector files, click on Add Vector Layer by navigating to Layer | Add Layer. This will open the Add Vector Layer dialog that will allow us to choose the source type and source of the dataset that we wish to load.

The source type contains four options: File, Directory, Database, and Protocol. When you choose a source type, the source interface will change to display the appropriate options. Let's take a moment to discuss what type of data these four source types can load:

File: This can load flat files that are stored on disk. The commonly used flat file types are as follows:
ESRI shapefile (.shp)AutoCAD DXF (.dxf)Comma separated values (.csv)GPS eXchange Format (.gpx)Keyhole Markup Language (.kml)SQLite/SpatiaLite (.sqlite/.db)
Directory: This can load data stored on disk that is encased in a directory. The commonly used directory types are as follows:
U.S. Census TIGER/LineArc/Info Binary Coverage
Database: This can load databases that are stored on disk or those available through service connections. The commonly used database types are as follows:
ODBCESRI Personal GeoDatabaseMSSQLMySQLPostgreSQL
Protocol: This can load protocols that are available at a specific URI. QGIS currently supports loading the GeoJSON protocol.

Loading raster data

To load raster data into QGIS, click on Add Raster Layer by navigating to Layer | Add Layer. This will open a file browser window and allow you to choose a GDAL-supported raster file. The commonly used raster types supported by GDAL are as follows:

ArcInfo ASCII Grid (.asc)Erdas Imagine (.img)GeoTIFF (.tif/.tiff)JPEG/JPEG-2000 (.jpg or .jpeg/.jp2 or .j2k)Portable Network Graphics (.png)Rasterlite (.sqlite)USGS Optional ASCII DEM (.dem)

To add an Oracle GeoRaster, click on Add Oracle GeoRaster Layer by navigating to Layer | Add Layer, then connect to an Oracle database to load the raster. More information about loading database layers is in the following section.

Note

The Geospatial Data Abstraction Library (GDAL) is a free and open source library that translates and processes vector and raster geospatial data formats. QGIS, as well as many other programs, use GDAL to handle many geospatial data processing tasks.

You may see references to OGR or GDAL/OGR as you work with QGIS and GDAL. OGR is short for OGR Simple Features Library and references the vector processing parts of GDAL. OGR is not really a standalone project, as it is part of the GDAL code now; however, for historical reasons, OGR is still used.

More information about GDAL and OGR can be found at http://gdal.org. GDAL is an Open Source Geospatial Foundation (http://osgeo.org) project.

Loading databases

QGIS supports PostGIS, SpatiaLite, MSSQL, and Oracle databases. Regardless of the type of database you wish to load, the loading sequence is very similar. Therefore, instead of covering specific examples, the general sequence will be covered.

First, click on Add Layer under Layer and then choose the database type you wish to load. This will open a window with options for adding the data stored in a database. As an example, the following screenshot shows the window that opens when you navigate to Layer | Add Layer | Add SpatiaLite Layer:

Note

Note that the window will look the same for any database you choose, except for the window name.

To load data from a database, we must first create a connection to the database. To create a new connection, click on the New button to open a connection information window. Depending on the database type you are connecting to, different connection options will be shown. Once you have created a database connection, select it from the drop-down list and click on Connect; you will see a list of all layers contained within the database display. If there are a large number of tables, you can select Search options and perform a search on the database. To load a layer, select it in the list and click on Add. If you only wish to load a portion of the layer, select the layer and then click on Set Filter to open the query builder. If you set a query and then add the layer, only the filtered features will be added.

Web services

QGIS supports the loading of OGC-compliant web services such as WMS/WMTS, WCS, and WFS. Loading a web service is similar to loading a database service. In general, you will create a new server connection, connect to the server to list the available services, and add the service to the QGIS project.

Working with coordinate reference systems

When working with spatial data, it is important that a coordinate reference system (CRS) is assigned to the data and the QGIS project. To view the CRS for the QGIS project, click on Project Properties under Project and choose the CRS tab.

It is recommended that all data added to a QGIS project be projected into the same CRS as the QGIS project. However, if this is not possible or convenient, QGIS can project layers "on the fly" to the project's CRS.

Note

If you want to quickly search for a CRS, you can enter the EPSG code to quickly filter through the CRS list. An EPSG code refers to a specific CRS stored in the EPSG Geodetic Parameter Dataset online registry that contains numerous global, regional, and local CRS. An example of a commonly used EPSG code is 4326 that refers to WGS 84. The EPSG online registry is available at http://www.epsg-registry.org/.

To enable the "on the fly" projection, perform the following steps:

Click on Project Properties under Project.Choose the CRS tab and Enable 'on the fly' CRS transformation.Set the CRS that you wish to apply to the project and make all layers that are not set to the project's CRS transform "on the fly".

To view the CRS for a layer, perform the following steps:

Open the layer's properties by either navigating to Layer | Properties or by right-clicking on the layer in the Layers panel.Choose Properties from the context menu and then choose the General tab.If the layer's CRS is not set or is incorrect, click on Specify to open the CRS selector window and select the correct CRS.

To project a layer to a different CRS, perform the following steps:

Right-click on the layer in the Layers panel and then choose Save As from the context menu.In the Save vector layer as dialog, set the file format and filename, then set CRS to Selected CRS and click on Change to set the target CRS, and save the file.

To create a new CRS or modify an existing CRS, perform the following steps:

Click on Custom CRS under Settings to open the Custom Coordinate Reference System Definition window.Click on the Add new CRS button to add a new entry to the CRS list.With the new CRS selected, we can set the name and parameters of the CRS. The CRS properties are set using the Proj.4 format. To modify an existing CRS, click on Copy existing CRS and select the CRS from which you wish to copy parameters; otherwise, enter the parameters manually.

Tip

Proj.4 is another Open Source Geospatial Foundation (http://osgeo.org) project used by QGIS, and it is similar to OGR and GDAL. This project is for managing coordinate systems and projections. For a detailed user manual for the Proj.4 format used to specify the CRS parameters in QGIS, download it from ftp://ftp.remotesensing.org/proj/OF90-284.pdf.

Working with tables

There are two types of tables you can work with in QGIS: attribute tables and standalone tables. Whether they are from a database or associated with a shapefile or a flat file, they are all treated the same. Standalone tables can be added by clicking on the Add Vector Layer menu by navigating to Layer | Add Layer. QGIS supports the table formats supported by OGR along with database tables. Tables are treated like any other GIS layer; they simply have no geometry. Both types of tables can be opened within Desktop by selecting the layer/table in the Layers panel, and then by either clicking on Open Attribute Table under Layer or by right-clicking on the data layer, and choosing Open Attribute Table from the context menu. They can also be previewed in Browser by choosing the Attribute tab.

The table opens in a new window that displays the number of table rows and selected records in the title bar. Below the title bar are a series of buttons that allow you to toggle between editing, managing selections, and adding and deleting columns. Most of the window is filled with the table body. The table can be sorted by clicking on the column names. An arrow will appear in the column header, indicating either an ascending or a descending sort. Rows can be selected by clicking on the row number on the left-hand side. In the lower-left corner is a Tables menu that allows you to manage what portions of the table should be displayed. You can choose Show All Features (default setting), Show Selected Features, Show Features Visible on Map (only available when you view an attribute table), Show Edited and New Features, create column filters, and advanced filters (expression). The lower-right corner has a toggle between the default table view and a forms view of the table.

Note

Attribute tables are associated with the features of a GIS layer. Typically, one record in the attribute table corresponds to one feature in the GIS layer. The exception to this is multipart features, which have multiple geometries linked to a single record in the attribute table. Standalone tables are not associated with GIS data layers. However, they may have data of a spatial nature from which a spatial data layer can be generated (for more information, see Chapter 6, Advanced Data Creation and Editing. They may also contain data that you wish to join to an existing attribute table with a table join.

Table joins

Let's say that you need to make a map of the total population by county. However, the counties' GIS layer does not have population as an attribute. Instead, this data is contained in an Excel spreadsheet. It is possible to join additional tabular data to an existing attribute table.