A lot of cartographers have a love/hate relationship with label halos. On one hand they can be an essential technique for improving label readability, especially against complex background layers. On the other hand they tend to dominate maps and draw unwanted attention to the map labels.

In this post I’m going to share my preferred techniques for using label halos. I personally find this technique is a good approach which minimises the negative effects of halos, while still providing a good boost to label readability. (I’m also going to share some related QGIS 3.0 news at the end of this post!)

Let’s start with some simple white labels over an aerial image:

These labels aren’t very effective. The complex background makes them hard to read, especially the “Winton Shire” label at the bottom of the image. A quick and nasty way to improve readability is to add a black halo around the labels:

Sure, it’s easy to read the labels now, but they stand out way too much and it’s difficult to see anything here except the labels!

We can improve this somewhat through a better choice of halo colour:

This is much better. We’ve got readable labels which aren’t too domineering. Unfortunately the halo effect is still very prominent, especially where the background image varies a lot. In this case it works well for the labels toward the middle of the map, but not so well for the labels at the top and bottom.

A good way to improve this is to take advantage of blending (or “composition”) modes (which QGIS has native support for). The white labels will be most readable when there’s a good contrast with the background map, i.e. when the background map is dark. That’s why we choose a halo colour which is darker than the text colour (or vice versa if you’ve got dark coloured labels). Unfortunately, by choosing the mid-toned brown colour to make the halos blend in more, we are actually lightening up parts of this background layer and both reducing the contrast with the label and also making the halo more visible. By using the “darken” blend mode, the brown halo will only be drawn for pixels were the brown is darker then the existing background. It will darken light areas of the image, but avoid lightening pixels which are already dark and providing good contrast. Here’s what this looks like:

The most noticeable differences are the labels shown above darker areas – the “Winton Shire” label at the bottom and the “Etheridge Shire” at the top. For both these labels the halo is almost imperceptible whilst still subtly doing it’s part to make the label readable. (If you had dark label text with a lighter halo color, you can use the “lighten” blend mode for the same result).

The only issue with this map is that the halo is still very obvious around “Shire” in “Richmond Shire” and “McKinlay” on the left of the map. This can be reduced by applying a light blur to the halo:

There’s almost no loss of readability by applying this blur, but it’s made those last prominent halos disappear into the map. At first glance you probably wouldn’t even notice that there’s any halos being used here. But if we compare back against the original map (which used no halos) we can see the huge difference in readability:

Compare especially the Winton Shire label at the bottom, and the Richmond Shire label in the middle. These are much clearer on our tweaked map versus the above image.

Now for the good news… when QGIS 3.0 is released you’ll no longer have to rely on an external illustration/editing application to get this effect with your maps. In fact, QGIS 3.0 is bringing native support for applying many types of live layer effects to label buffers and background shapes, including blur. This means it will be possible to reproduce this technique directly inside your GIS, no external editing or tweaking required!

It’s been a long time since I last blogged here. Let’s just blame that on the amount of changes going into QGIS 3.0 and move on…

One new feature which landed in QGIS 3.0 today is a processing algorithm for automatic coloring of a map in such a way that adjoining polygons are all assigned different color indexes. Astute readers may be aware that this was possible in earlier versions of QGIS through the use of either the (QGIS 1.x only!) Topocolor plugin, or the Coloring a map plugin (2.x).

What’s interesting about this new processing algorithm is that it introduces several refinements for cartographically optimising the coloring. The earlier plugins both operated by pure “graph” coloring techniques. What this means is that first a graph consisting of each set of adjoining features is generated. Then, based purely on this abstract graph, the coloring algorithms are applied to optimise the solution so that connected graph nodes are assigned different colors, whilst keeping the total number of colors required minimised.

The new QGIS algorithm works in a different way. Whilst the first step is still calculating the graph of adjoining features (now super-fast due to use of spatial indexes and prepared geometry intersection tests!), the colors for the graph are assigned while considering the spatial arrangement of all features. It’s gone from a purely abstract mathematical solution to a context-sensitive cartographic solution.

The “Topological coloring” processing algorithm

Let’s explore the differences. First up, the algorithm has an option for the “minimum distance between features”. It’s often the case that features aren’t really touching, but are instead just very close to each other. Even though they aren’t touching, we still don’t want these features to be assigned the same color. This option allows you to control the minimum distance which two features can be to each other before they can be assigned the same color.

The biggest change comes in the “balancing” techniques available in the new algorithm. By default, the algorithm now tries to assign colors in such a way that the total number of features assigned each color is equalised. This avoids having a color which is only assigned to a couple of features in a large dataset, resulting in an odd looking map coloration.

Balancing color assignment by count – notice how each class has a (almost!) equal count

Another available balancing technique is to balance the color assignment by total area. This technique assigns colors so that the total area of the features assigned to each color is balanced. This mode can be useful to help avoid large features resulting in one of the colors appearing more dominant on a colored map.

Balancing assignment by area – note how only one large feature is assigned the red color

The final technique, and my personal preference, is to balance colors by distance between colors. This mode will assign colors in order to maximize the distance between features of the same color. Maximising the distance helps to create a more uniform distribution of colors across a map, and avoids certain colors clustering in a particular area of the map. It’s my preference as it creates a really nice balanced map – at a glance the colors look “randomly” assigned with no discernible pattern to the arrangement.

Balancing colors by distance

As these examples show, considering the geographic arrangement of features while coloring allows us to optimise the assigned colors for cartographic output.

The other nice thing about having this feature implemented as a processing algorithm is that unlike standalone plugins, processing algorithms can be incorporated as just one step of a larger model (and also reused by other plugins!).

QGIS 3.0 has tons of great new features, speed boosts and stability bumps. This is just a tiny taste of the handy new features which will be available when 3.0 is released!