# Draw your own Rectangular Statistical Cartogram with recmap

#### Christian Panse

#### 2019-03-06

# Introduction

This package contains a C++ implementation of the RecMap algorithm [1], [2] to draw maps according to given statistical values. These so-called cartograms or value-by-area-maps may be used to visualize any geospatial-related data, e.g., political, economic or public health data. The input consists of a map represented by overlapping rectangles. This map is defined by the following parameters for each map region:

- a tuple of (x, y) values corresponding to the (longitude, latitude) position,
- a tuple of (dx, dy) of expansion along (longitude, latitude),
- and a statistical value z.

The (x, y) coordinates represent the center of the minimal bounding boxes (MBB), The coordinates of the MBB are derived by adding or subtracting the (dx, dy) tuple accordingly. The tuple (dx, dy) also defines the ratio of the map region. The statistical values define the desired area of each map region.

The output is a rectangular cartogram where the map regions are:

- Non-overlapping,
- connected,
- ratio and area of each rectangle correspond to the desired areas,
- rectangles are placed parallel to the axes.

The construction heuristic places the rectangles in a way that important spatial constraints, in particular

- the topology of the pseudo dual graph,
- the relative position of MBB centers.

are tried to be preserved.

The ratios are preserved, and the area of each region corresponds to the as input given statistical value z.

The graphic below depicts a typical example of a rectangular cartogram drawing.

Rectangular Cartogram of the U.S. election 2004; The area corresponds to the number of electors (color indicates the party red: democrats / blue: Republican; the color intensity ~ outcome of the vote.). The graphic was computed by using the original implementation of the construction heuristic RecMap MP2 introduced in [1].

# The Usage

attach the package

    library(recmap)

look into for documentation

    help(package="recmap")

## Input - using the U.S. `state` Facts and Figures Dataset

    usa <- data.frame(x = state.center$x,
        y = state.center$y,
        # make the rectangles overlapping by correcting lines of longitude distance
        dx = sqrt(state.area) / 2 / (0.8 * 60 * cos(state.center$y*pi/180)),
        dy = sqrt(state.area) / 2 / (0.8 * 60) ,
        z = sqrt(state.area),
        name = state.name)

## Compute Pseudo Dual Graph (PD)

The rectangles have to overlap to compute the dual graph. This enables to generate valid input having only the (x, y) coordinates of the map region.

    library(recmap)
    op <- par(mfrow = c(1 ,1), mar = c(0, 0, 0, 0), bg = NA)
    plot.recmap(M <- usa[!usa$name %in% c("Hawaii", "Alaska"), ],
                col.text = 'black', lwd=2)

## Apply a Metaheuristic

The index order of the input map has an impact to the resulting cartogram. This algorithmic property is caused due to the computation of the dual graph. In [1] a genetic algorithm was applied as metaheuristic. Due to the limited computing resources on the CRAN check systems, we do not use all the potential of the metaheuristic.

Study the examples of the reference manual `?recmapGA` on how the GA package can be used.

## Objective Functions

The topology error is an indicator of the deviation of the neighborhood relationships. The error is computed by counting the differences between dual graphs or adjacency graphs of map and cartogram

The relative positions error measures the angle difference between all region centers.

## Output

The output is a `data.frame` object.

    Cartogram <- recmap(Map <- usa[!usa$name %in% c("Hawaii", "Alaska"), ])
    head(Cartogram)

    ##            x        y       dx       dy         z        name dfs.num
    ## 1  -86.12445 24.40204 3.201992 2.697824 227.17614     Alabama      31
    ## 2 -123.13242 29.61981 3.939586 3.257613 337.50407     Arizona      38
    ## 3  -85.30009 39.65352 3.265364 2.683509 230.44305    Arkansas      33
    ## 4 -131.42392 31.53933 4.341915 3.488740 398.36290  California      37
    ## 5 -122.00152 23.21422 3.965671 3.095895 322.87304    Colorado      47
    ## 6  -53.13517 41.31657 1.896954 1.418697  70.77429 Connecticut      19
    ##   topology.error relpos.error relposnh.error
    ## 1              4    0.2265446      0.5912115
    ## 2              4    0.2041032      0.7446224
    ## 3              6    0.4400093      0.8416664
    ## 4              3    0.1353180      0.1454522
    ## 5              8    0.5045327      0.9388417
    ## 6              3    0.1937878      0.4808290

# Application

## Rectangular Map Approximation

    smp <- c(29, 22, 30, 3, 17, 8, 9, 41, 18, 15, 38, 35, 21, 23, 19, 6, 31, 32, 20,
            28, 48, 4, 13, 14, 42, 37, 5, 16, 36 , 43, 25, 33, 12, 7, 39, 44, 2, 47,
            45, 46, 24, 10, 1,11 ,40 ,26 ,27 ,34)

    op <- par(mfrow = c(1 ,1), mar = c(0, 0, 0, 0), bg = NA)
    plot(Cartogram.Area <- recmap(M[smp, ]),
                col.text = 'black', lwd = 2)

Rectangular Map Approximation - rectangle area correspond to state area.

    summary.recmap(M)

    ##                             values
    ## number of map regions     48.00000
    ## area error                 0.13000
    ## topology error                  NA
    ## relative position error         NA
    ## screen filling [in %]    113.77072
    ## xmin                    -124.93741
    ## xmax                     -66.26565
    ## ymin                      25.35365
    ## ymax                      50.81868

    summary(Cartogram.Area)

    ##                             values
    ## number of map regions     48.00000
    ## area error                 0.00000
    ## topology error           156.00000
    ## relative position error    0.09000
    ## screen filling [in %]     39.74965
    ## xmin                    -131.88541
    ## xmax                     -26.73219
    ## ymin                      17.21867
    ## ymax                      57.88620

## `state.x77[, 'Population']`

    op <- par(mfrow = c(1 ,1), mar = c(0, 0, 0, 0), bg = NA)
    usa$z <- state.x77[, 'Population']
    M <- usa[!usa$name %in% c("Hawaii", "Alaska"), ]
    plot(Cartogram.Population <- recmap(M[order(M$x), ]),
                col.text = 'black', lwd = 2)

Area ~ population estimate as of July 1, 1975;

    # index order

    smp <- c(20,47,4,40,9,6,32,33,3,10,34,22,2,28,15,12,39,7,42,45,19,13,43,30,24,
             25,11,17,37,41,26,29,21,35,8,36,14,16,31,48,46,38,23,18,1,5,44,27)

    op <- par(mfrow = c(1 ,1), mar = c(0, 0, 0, 0), bg = NA)
    plot(Cartogram.Population <- recmap(M[smp,]), col.text = 'black', lwd = 2)

Area ~ population estimate as of July 1, 1975; a better index order has been chosen to minimize the relative position error.

## `state.x77[, 'Income']`

    usa$z <- state.x77[, 'Income']
    M <- usa[!usa$name %in% c("Hawaii", "Alaska"), ]
    op <- par(mfrow = c(1 ,1), mar = c(0, 0, 0, 0), bg = NA)
    plot(Cartogram.Income <- recmap(M[order(M$x),]),
      col.text = 'black', lwd = 2)

Area ~ capita income (1974);

## `state.x77[, 'Frost']`

    usa$z <- state.x77[, 'Frost']
    M <- usa[!usa$name %in% c("Hawaii", "Alaska"), ]
    op <- par(mfrow = c(1 ,1), mar = c(0, 0, 0, 0), bg = NA)
    Frost <- recmapGA(M, seed = 1)
    plot(Frost$Cartogram,
                col.text = 'black', lwd = 2)

Area ~ mean number of days with minimum temperature below freezing (1931–1960) in capital or large city;

    summary(Frost)

    ## summary of class recmapGA:
    ## summary of the GA:
    ## ── Genetic Algorithm ───────────────────
    ##
    ## GA settings:
    ## Type                  =  permutation
    ## Population size       =  480
    ## Number of generations =  10
    ## Elitism               =  24
    ## Crossover probability =  0.8
    ## Mutation probability  =  0.25
    ##
    ## GA results:
    ## Iterations             = 10
    ## Fitness function value = 0.1643404
    ## Solution =
    ##      x1 x2 x3 x4 x5 x6 x7 x8 x9 x10  ...  x47 x48
    ## [1,] 30 13  5 11 37 45  8 41 31  39        18  24
    ##                                Map  Cartogram
    ## number of map regions     48.00000   48.00000
    ## area error                 0.30000    0.00000
    ## topology error                  NA  156.00000
    ## relative position error         NA    0.13000
    ## screen filling [in %]    113.77072   36.20598
    ## xmin                    -124.93741 -130.45008
    ## xmax                     -66.26565  -21.91164
    ## ymin                      25.35365   19.24028
    ## ymax                      50.81868   62.49564

More interactive examples using `state.x77` data are available by running the code snippet below.

    # Requires to install the suggested packages
    # install.packages(c('colorspace', 'maps', 'noncensus', 'shiny'))

    library(shiny)

    recmap_shiny <- system.file("shiny-examples", package = "recmap")
    shiny::runApp(recmap_shiny, display.mode = "normal")

## Synthetic input maps - checkerboard

Checkerboards provide examples of sets of map regions which do not have ideal cartogram solutions according to Definition 1 [3].

    op <- par(mar = c(0, 0, 0, 0), mfrow = c(1, 3), bg = NA)

    plot(checkerboard8x8 <- checkerboard(8),
                col=c('white','white','white','black')[checkerboard8x8$z])

    # found by a greedy randomized search
    index.greedy <- c(8, 56, 18, 5, 13, 57, 3, 37, 62, 58, 7, 16, 40, 59, 17, 34,
                      29, 41, 46, 27, 54, 43, 2, 21, 38, 52, 31, 20, 28, 48, 1, 22,
                      55, 11, 25, 19, 50, 10, 24, 53, 47, 30, 45, 44, 32, 35, 51,
                      15, 64, 12, 14, 39, 26, 6, 42, 33, 4, 36, 63, 49, 60, 61, 9,
                      23)

    plot(Cartogram.checkerboard8x8.greedy <- recmap(checkerboard8x8[index.greedy,]),
                col = c('white','white','white','black')[Cartogram.checkerboard8x8.greedy$z])

    # found by a genetic algorithm
    index.ga <- c(52, 10, 27, 63, 7, 20, 32, 18, 47, 28, 6, 55, 11, 61, 38, 50, 5,
                  21, 36, 34, 2, 22, 3, 1, 29, 57, 43, 4, 51, 58, 31, 49, 44, 25,
                  59, 33, 17, 40, 8, 41, 26, 37, 19, 56, 45, 35, 62, 53, 24, 64,
                  30, 15, 39, 12, 60, 48, 16, 23, 46, 42, 13, 54, 14, 9)

    plot(Cartogram.checkerboard8x8.ga <- recmap(checkerboard8x8[index.ga,]),
                col = c('white','white','white','black')[Cartogram.checkerboard8x8.ga$z])

checkerboard fun - input, area of black regions have to be four times as big as white regions (left); solution found by a greedy random algorithm (middle); solution found by genetic algorithm (right)

# History

The work on RecMap was initiated by understanding the limits of contiguous cartogram drawing [3] and after studying the visualizations drawn by Erwin Raisz [4]. The purpose of the first implementation [1] was a feasibility check on how computer-generated rectangular cartograms with zero area error could look like. The `recmap` R package on CRAN provides a rectangular cartogram algorithm to be used by any R user. Now, it is easy to generate input (e.g., no complex polygon mesh), the code is maintainable (less than 500 lines of `C++-11` code), and the algorithm is made robust to the price of not having all features implemented (simplified local placement; no empty space error; no MP1 variant yet). Recent research publication on rectangular cartograms drawing include [5], [6], [7], [8]. However, according to recent publication [9], `recmap` remains the only rectangular cartogram algorithm that ‘maintain zero cartographic error’.

# Session Info

    sessionInfo()

    ## R version 3.5.2 (2018-12-20)
    ## Platform: x86_64-pc-linux-gnu (64-bit)
    ## Running under: Debian GNU/Linux buster/sid
    ##
    ## Matrix products: default
    ## BLAS: /usr/lib/x86_64-linux-gnu/atlas/libblas.so.3.10.3
    ## LAPACK: /usr/lib/x86_64-linux-gnu/atlas/liblapack.so.3.10.3
    ##
    ## locale:
    ##  [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C
    ##  [3] LC_TIME=en_US.UTF-8        LC_COLLATE=en_US.UTF-8
    ##  [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8
    ##  [7] LC_PAPER=en_US.UTF-8       LC_NAME=C
    ##  [9] LC_ADDRESS=C               LC_TELEPHONE=C
    ## [11] LC_MEASUREMENT=en_US.UTF-8 LC_IDENTIFICATION=C
    ##
    ## attached base packages:
    ## [1] stats     graphics  grDevices utils     datasets  methods
    ## [7] base
    ##
    ## other attached packages:
    ## [1] recmap_1.0.1     sp_1.3-1         Rcpp_0.12.18
    ## [4] GA_3.1.1         iterators_1.0.10 foreach_1.4.4
    ##
    ## loaded via a namespace (and not attached):
    ##  [1] lattice_0.20-38  codetools_0.2-15 tufte_0.4
    ##  [4] crayon_1.3.4     assertthat_0.2.0 digest_0.6.16
    ##  [7] rprojroot_1.3-2  grid_3.5.2       backports_1.1.2
    ## [10] magrittr_1.5     evaluate_0.11    highr_0.7
    ## [13] cli_1.0.0        stringi_1.2.4    rmarkdown_1.10
    ## [16] tools_3.5.2      stringr_1.3.1    yaml_2.2.0
    ## [19] compiler_3.5.2   htmltools_0.3.6  knitr_1.20

# References

[1] R. Heilmann, D. A. Keim, C. Panse, and M. Sips, “RecMap: Rectangular Map Approximations,” in 10th IEEE Symposium on Information Visualization (InfoVis 2004), 10-12 October 2004, Austin, TX, USA, 2004, pp. 33–40.

[2] C. Panse, “Rectangular Statistical Cartograms in R: The recmap Package,” Journal of Statistical Software, Code Snippets, vol. 86, no. 1, pp. 1–27, 2018.

[3] D. A. Keim, S. C. North, and C. Panse, “CartoDraw: A Fast Algorithm for Generating Contiguous Cartograms,” IEEE Trans. Vis. Comput. Graph., vol. 10, no. 1, pp. 95–110, 2004.

[4] E. Raisz, “The Rectangular Statistical Cartogram,” Geographical Review., vol. 24, no. 2, pp. 292–296, 1934.

[5] M. J. van Kreveld and B. Speckmann, “On rectangular cartograms,” in Algorithms - ESA 2004, 12th annual european symposium, bergen, norway, september 14-17, 2004, proceedings, 2004, pp. 724–735.

[6] M. J. van Kreveld and B. Speckmann, “On rectangular cartograms,” Comput. Geom., vol. 37, no. 3, pp. 175–187, 2007.

[7] K. Buchin, B. Speckmann, and S. Verdonschot, “Evolution strategies for optimizing rectangular cartograms,” in Geographic information science - 7th international conference, giscience 2012, columbus, oh, usa, september 18-21, 2012. proceedings, 2012, pp. 29–42.

[8] K. Buchin, D. Eppstein, M. Löffler, M. Nöllenburg, and R. Silveira, “Adjacency-preserving spatial treemaps,” Computational Geometry, vol. 7, no. 1, pp. 100–122, 2016.

[9] S. Nusrat and S. Kobourov, “The State of the Art in Cartograms,” in EuroVis 2016, 18th EG/VGTC Conference on Visualization, 6-10 June 2016, Groningen, the Netherlands, 2016.