Chapter 1. Principles of Land Measurement and Surveying An example of the art of surveying is being able to reconnoiter a site and determine the “best” instruments and methods to use to collect the desired data. Introduction Land is all around us. We walk on it, build houses and commercial buildings on it, drive on it, fence it, dig trenches in it, and farm it. Life as we know it would not exist without land. Its presence permeates our lives to the point that we seldom think about it. Best is a very subjective term. What is best for one individual, crew or site may not be best if any changes are made. The best instruments and methods produce the required data with the least consumption of resources. This includes determining what data needs to be collected, the most appropriate surveying method to use, the best location of the instruments, etc. Many of our uses of the land require us to measure, mark, or locate points on, above or below the surface. We often do this without thinking about the principles we are using. Property is located and marked before a fence is built. A carpenter carefully marks the corners of a building before starting construction. Engineers may spend days marking the course of a road. The surface of an area must be measured before a pond is built or a drainageway constructed. The property corners of a parcel of land are located and marked during the transfer of ownership. For professional surveyors, and for commercial construction operations, time is money. An experienced surveyor can look at a site and determine the best method for collecting the necessary data. This ability is an art because it cannot be learned from a textbook or in a classroom. This "art" is developed through natural abilities and from experience. The principles of surveying are used in all of the examples mentioned above. Surveying may be as simple as taking a few minutes and two sticks to lay out a 90o corner, or as complex as spending several days with thousands of dollars worth of equipment establishing a road or power line right-of-way. In many cases, standards and procedures have been developed to provide guidance in this area. For example, if the purpose of a survey is to establish the legal description of a parcel of land, then standard procedure requires an instrument that measures angles with extreme accuracy be used. Distances must be measured accurately and a procedure called “balancing the traverse” should be used. What is surveying? Surveying is the art and science of measuring and locating points and angles on, above and below the surface of the earth. Surveying is also a science. Webster defines science as, “knowledge covering general truths or the operation of general laws esp. as obtained and tested through scientific method”. In this definition, the term’s “art” and “science” are used because good surveying is both. Webster defines art as “skill acquired by experience, study, or observation” and, “the conscious use of skill and creative imagination esp. in the production of aesthetic objects”. This definition is appropriate for many aspects of surveying. One example of the science of 1 2 surveying is the principles and practices that have been developed to collect accurate data. Accurate data is a necessity of surveying. Inaccurate data is worse than no data because it can result in design errors. Procedures have been developed and tested over time that, if followed, control errors. These include procedures to set up and use the instruments, data recording methods and specific mathematical procedures used to complete surveying calculations. Evidence exists that many early cultures built water collection devices, irrigation canals, large buildings, and complex road systems. For years, archeologists were not able to determine how these feats were accomplished without surveying instruments. There is sufficient evidence for one archeologist to suggest, based on the pieces of pottery he has found, that at least one early South American culture developed a clay bowl level for this purpose. History of surveying A complete bowl has not been discovered, so the illustration is the author's best guess as to what this instrument actually looked like based on the description of the pottery pieces that have been found. The bowl had two holes opposite each other, the same vertical distance from the bowl rim. It is surmised that it was filled with water up to a mark, and if it were mounted on a tripod or suspended, it could be tilted. The bowl would be positioned at the bottom of a slope and tilted. Water levels at different marks on the opposite side would represent Evidence of measuring land and marking boundaries is almost as old as civilization. Hunter-gatherer societies had no need to measure or mark land because they where nomadic and did not have a concept of land ownership. As cultures evolved from "hunting-gathering” to farming, they developed the desire to mark out and claim ownership of the land. The basis of modern techniques can be traced to ancient Egypt. In Egypt, the most fertile farmland was located along the Nile River and each year the river would flood, completely covering this prime farmland. The flood would erase many if not all of the boundary markers. The Egyptians developed methods to replace the field corners after each flood so each family could identify their area. Certain individuals identified as surveyors were responsible for this task. History indicates that the primary concern was not the assurance that each family farmed the same land every year, but that the correct taxes were collected. different slopes. Surveying also played an important role in the early development of the United States. The first Europeans who came to North America during the European migration chose to ignore land rights established by the American Indians. They justified this position based on the assumption that American Indians were heathens, sub-humans and therefore had no rights to the land. 3 Having a tradition of land ownership, they set about establishing a system of boundaries and land ownership. The first land descriptions were modeled after the system that was used in Europe. The King of England, who never visited North America, gave large grants of land and charters for land to many different individuals and groups. These land grants and charters were described with very rudimentary boundary descriptions. Some of the boundary descriptions overlapped, and to make matters worse, some individuals interpreted the grant and charter land boundary lines to give them the best land and exclude land that they did not want. This resulted in many boundary conflicts. By the Revolutionary War, many boundaries where in dispute and lawyers spent a large portion of their time settling these conflicts. The number of land disputes expanded dramatically after the Revolutionary War. The Continental Congress increased the number of land boundary problems because it did not have sufficient funds to pay soldiers after the war, so they granted them land instead of wages. The land grants did not cause the problem; the land boundary problems arose because a good plan for assigning the land did not exist. The soldiers were told to identify their claim by staking the corners and filing a written description of the corner marker locations at a local land office established for that purpose. This type of land identification is called metes and bounds. Individuals naturally set their stakes to claim the best land with no regard to direction and location of other stakes. This caused a sudden rash of land disputes. These land disputes added fuel to the desire for a better system. Consequently, the Continental Congress formed a committee charged with the task of determining a better method for measuring and identifying land. The result was the adoption of the Rectangular System of Land Description (RSLD). The goal of the RSLD system was to provide a method of giving each parcel of land a unique description of its location. The RSLD was first applied in the Ohio River valley. The RSLD was modified further and applied to land as they where opened for settlement. The last major revision occurred in time to be applied to the Louisiana Purchase. The system has remained unchanged since then. The RSLD established a multiple level grid system based on an initial point. Latitude and longitude located the initial point. The smallest unit of the grid was a section, which is one square mile. The adoption of the RSLD required that all land must be surveyed. During these surveys, every section corner, and in most cases half section corners, were located and marked with a permanent marker. Most of these markers still exist and continue to be used as starting points for modern surveys. Surveying terms To understand the methods and techniques of any subject it is important to understand the terminology used. This is especially true for surveying because the meaning of some terms is different from common usage. A good understanding of the following terms and definitions is essential for understanding surveying. Oblate spheroid Oblate Spheroid is the term used to describe the shape of the Earth. It is a solid obtained by rotating an ellipse on its shorter axis. 4 This means the distance between the poles through the center of the earth (P) is less than the diameter at the equator (E). Figure 1.3 Disk or bulls eye spirit level A spirit level by itself is not a useable tool. It is usually incorporated within a frame or as part of another tool. An example is a carpenter’s level, Figure 1.4, or a survey level, Figure 1.5. Figure 1.1 Oblate spheroid Because the earth is not a standard geometric shape mathematical equations representing the shape of the earth are best estimates. This complicates the Global Positioning System (GPS) and other electronic measuring systems. Figure 1.4 Carpenter’s level Level The term level is used to compare the relative position of an object with the horizon or the relative position of two or more objects. Objects that are level are parallel with the horizon and at the same elevation with each other. Objects are also level if they are perpendicular (at a 90o angle) to a vertical line. The condition of being level is usually determined by a tool called a spirit level or just level. An air bubble in a small container of liquid moves as the level is tilted, Figure 1.2. When the air bubble is in the middle, the tool is level. The container is usually a tube/cylinder, Figure 1.2, or disk Figure 1.3. Figure 1.2 Tubular spirit level Figure 1.5 Dumpy level Vertical line A vertical line is a line that follows the direction of gravity. At any point on the Earth’s surface, a string with an attached weight will always point toward the center of the earth forming a vertical line Figure 1.7. Vertical lines are perpendicular to the earth’s surface. They also radiate out from the center of the earth like the spokes on a wheel. 5 Figure 1.7 Vertical lines A carpenter’s level can also be used to establish a vertical line because they have spirit levels that are mounted perpendicular to the long dimension of the frame. These spirits levels are used to establish if objects are “plumb” vertical. See Figure 1.8. Figure 1.8 Vertical planes Horizontal line A horizontal line is formed when a line is established perpendicular to a vertical line, or when a line is established parallel with the horizon. At any one point, there are an unlimited number of horizontal lines. Vertical plane A plane is defined as a flat surface. Therefore, a vertical plane is a flat surface that is vertical. A Figure 1.6 vertical plane will Establishing a incorporate a vertical vertical line line. For any vertical line, there are an infinite number of vertical planes. The walls of a building are usually vertical planes. Figure 1.9 Horizontal lines Horizontal plane A horizontal plane is a plane that is perpendicular to a vertical line or parallel with the horizon. 6 For a small area, the difference between a level surface and a horizontal plane is indistinguishable. The difference between a horizontal plane and a level surface is the primary difference between the two types of surveying methods, plane surveying and geodetic surveying. Figure 1.10 Horizontal planes Every vertical line has only one horizontal plane with a given elevation above or below the surface, but an infinite number of planes with different elevations may exist at a point Figure 1.11. Plane surveying assumes the earth is a flat plane. As long as the distances are short, this is a good assumption. Geodetic surveying does not use this assumption. All elevations are adjusted for the curvature of the earth. Horizontal distance A distance is the amount of separation between two points, lines, surfaces, or objects measured along the shortest path joining them. A horizontal distance is a distance measured on a horizontal line or plane. Figure 1.11 Multiple horizontal planes Level surface A level surface is a continuous surface that is at all points perpendicular to the direction of gravity. A level surface is not a flat surface or a plane. A level surface is a surface that follows the curvature of the Earth. A large body of still water, such as a lake, best illustrates a level surface. Figure 1.13 Horizontal Distance If a distance is measured by laying surveyor’s tape on the surface of the earth, the distance measured is not a horizontal distance. This is called slope or surface distance. Angle An angle is formed by the intersection of two lines. An angle has three parts: a base line, vertex, and second line, Figure 1.14. Figure 1.12 Level Surface 7 Figure 1.14 Parts of an angle In surveying, both horizontal and vertical angles are used. Horizontal angle A horizontal angle is an angle measured on a horizontal plane. A horizontal angle is the angle between two vertical planes. Figure 1.16 Horizontal zero vertical angles When zenith zero angles are used, zero degrees is vertically overhead and 180 degrees is vertically down. Figure 1.15 Horizontal angle Vertical Angle A vertical angle is an angle measured in a vertical plane. When measuring vertical angles in surveying, two different base lines can be used, horizontal zero, Figure 1.16, and zenith zero, Figure 1.17. If horizontal zero is used, angles measured upward from a horizontal line or plane are referred to as plus angles, and angles measured downward from a horizontal line or plane are referred to as minus angles. Note: this is not a negative angle. The (-) sign is used to indicate the direction. Figure 1.17 Zenith zero vertical angle Bench mark A benchmark (BM) is a point of known or assumed elevation. To be considered a benchmark, the point should be identified by a permanent or semi-permanent structure that will not be affected by frost heave, traffic vibrations or environmental changes. Surveying standards have very specific guidelines on the appropriate structure for benchmarks. The United States Geological Service (USGS) has established a series of benchmarks throughout the United States. These are used to establish additional local bench marks. 8 It is common practice to establish a benchmark at a construction project. This becomes the reference point during construction. These benchmarks may be removed when construction is complete, or if they meet the standards for a benchmark, they may be left in place and used for additional projects. Elevation Elevation (EL) is the distance above or below a reference level surface. The most commonly used reference level surface in the U.S. is the National Geodetic Vertical Datum of 1929. It was established by connecting 26 tidal benchmarks along the Atlantic, Gulf of Mexico, and Pacific Coasts. This datum is the zero elevation reference point used for surveying. For many construction surveys the true elevation is not important, so a local benchmark is established and used as the reference point. This type of benchmark may use any assumed elevation. When an assumed elevation is used for the benchmark, it is common practice to use an elevation of 100.00 feet. Any elevation can be used for a benchmark as long as it does not result in negative elevations. Difference in elevation A difference in elevation is the vertical distance between two level surfaces or planes. Figure 1.18 Difference in elevation If the elevation of each of the level surfaces (1, 2 & 3) in Figure 1.18 is known, then the difference in elevation can be calculated between the Earth (1) and surface 2 or between the Earth and surface 3 and also between surface 2 & 3. Back sight A backsight (BS) is a rod reading taken on a point of known or assumed elevation. The elevation of the point would be known or assumed if it was a benchmark. A backsight is the vertical distance from the top of the object that the rod is resting on to the line of sight established by the instrument. The backsight is added to the elevation at the point the rod is resting on to determine the height of the instrument. Foresight A foresight is a rod reading taken on a point of unknown elevation. It is used to calculate the elevation of the point where the measurement is taken. In surveying two different types of foresights are used, intermediate (IFS), and true (FS). An intermediate foresight is a rod reading on a point that will not be used as a turning point or benchmark. Extra care and procedures must be used when recording these rod readings because the checks for error will not catch a mistake in these readings. This is discussed in more detail in the chapter on differential leveling. A true foresight is a rod reading on an unknown point that will be used for a turning point or for a benchmark. The person on the instrument must also be careful when recording these readings. The error checks will catch a mistake in the rod reading of a true foresight, which prevents the use of data that has errors. The problem is that the errors cannot be corrected. If the error is excessive, the data is destroyed and the survey must be repeated. Turning point A turning point (TP) is a station along a survey that is established as a temporary 9 benchmark. The purpose of the turning point is to provide a point of known elevation that can be used to reestablish the height of the instrument after it has been moved. The turning point should be a stake or other durable structure that has a constant elevation. The elevation of the turning point is recorded in the notes, but it should not be used for design work unless you know that it is the elevation of the earth at that point. instruments use a straight reference plane, this requires all instrument readings of elevation to be adjusted for the curvature of the earth. Geodetic surveys are used when a high degree of accuracy is needed or when the survey will cover long distances and large areas. Figure 1.20 Geodetic Surveying Figure 1.19 Turning point In Figure 1.19, the instrument would be set up at instrument position one (IP1); a backsight would be taken on benchmark one (BM1) and a foresight on the turning point (TP). Adding the value of the backsight to the elevation of BM1 results in the height of the instrument. Subtracting the value of the foresight from the height of the instrument results in the elevation of the turning point. The TP becomes a new station that can be used as a reference elevation. It is not considered a benchmark unless the appropriate type of structure is used. Turning points are intended to be temporary. After the foresight on the TP is recorded, the instrument would be moved to IP2, and the process repeated until the second bench mark was reached. There is no limit on the number of turning points that can be used to complete a survey. Common Surveying Methods Professional surveyors complete many different types of surveys, but most can be categorized into two methods, geodetic and plane. The primary difference between geodetic and plane surveying is the approach used to account for the curvature of the earth. Geodetic surveying Geodetic surveying measures all elevations from a level surface, and because all Geodetic surveys are much more technical and time consuming, and they are only used for surveys that require the highest degree of accuracy. Plane surveying Plane surveying assumes the earth is flat and that all rod readings are measurements from a flat surface (plane). We know that the surface of the earth is a level surface, not a flat surface. Therefore, in plane surveying every rod reading has a small amount of error. For general construction and for all surveys that use short distances and small areas, this error can be ignored. Common types of surveys Many different types of surveys are used and can be completed either as a geodetic or as a plane survey. Eight common surveys are: 1. Distance measurement 2. Angle measurement 3. Differential 4. Profile 5. Topographic 6. Traverse 7. Construction 8. Property These types of surveys will be briefly discussed in the following sections. 10 Additional information on the first six is included in subsequent chapters. % Slope Error (ft/ft) Error (ft/100 ft) 1 0.00015 0.01522 Construction and property surveys are beyond the scope of this text. Information on these two types of surveys can be found in texts written for civil engineering. These texts will also include more information on the six types of surveys included in the subsequent chapters of this text. 2 0.00061 0.06086 3 0.00137 0.13691 4 0.00243 0.24335 5 0.00380 0.38014 6 0.00547 0.54726 Distance measurement 7 0.00745 0.74463 Many activities involving land require measuring distance. Many different methods are available. The best method to use will depend on the accuracy required and the resources available. Common distance measuring methods are: 1. Pacing 2. Chaining 3. Stadia 4. Odometer wheel 5. Optical range finder 6. Electronic distance measuring (EDM) 7. Laser 8 0.00972 0.97221 9 0.01230 1.22992 10 0.01518 1.51769 A distance can be measured as either a slope (surface) distance or true horizontal distance. The methods and techniques used will depend on which type of distance is required. If the slope is less than five percent, the difference between slope distance and horizontal distance is relatively small, Table 1.1. At 5% slope, the amount of error in one hundred feet is 0.38014 feet or 4 1/2 inches. The difference can be ignored for surveys that do not require a high level of accuracy. Table 1.1 Difference between percent slope and horizontal distance It is important to know when horizontal distance is required and when slope distance is sufficient. Additional information on methods and principles of measuring distance is included in Chapter Four. Angle measurement An angle has three parts, the base line, vertex, and second line. Angles can be accurately measured with a survey instrument in degrees-minutes-seconds (DMS) or decimal degrees (DD). There are also applications in which the accuracy requirements allow angles to be measured or laid out without using an instrument. Common methods of measuring angles without using a surveying instrument are: Chord 3-4-5 Tape-sine Factors to consider when choosing the best method are available resources, degree of accuracy and precision required, and the use of the data. Addition information on 11 measuring angles can be found in Chapter Seven. 100 Differential Surveys Differential surveys are used to determine or establish the difference in elevation between two or more points. A common use of differential surveys is to establish a new benchmark. The process of determining if concrete forms are at the correct elevation, and are level, is also a use of differential surveying. Differential surveys are covered in more depth in Chapter Five. Profile surveys A profile is a side view of an object. A profile survey is used to establish a side view of the Earth’s surface. Once the data is collected, it is plotted, and the plot can then be used to make decisions about the slope, depths of cuts, cuts and fills, etc. A profile survey is usually done before constructing routes, such as roadways, sidewalks, pipelines, and drains. 99.5 99 98.5 98 97.5 97 96.5 A 96 C 95.5 E 1 2 3 G 4 5 6 7 I 8 9 10 Figure 1.22 Plot of topographic data. Topographic maps are very useful for planning and preliminary design work. On topographic maps each line connects points of constant elevation. The two common methods used to collect the required data for topographic maps are the grid method and the angle and distance method. Figure 1.23 Example topographic map. Figure 1.21 Example plot of profile survey More information on conducting profile surveys can be found in Chapter Six. Topographic survey Topographic surveying is used to collect the data required to draw a topographic map. A topographic map is a three-dimensional drawing of the Earth’s surface. Chapter Eight includes additional information on conducting topographical surveys and drawing topographic maps. Property Surveys Property surveys are used either to establish property lines when subdividing a parcel of land or to check existing property lines. A property survey should be completed before starting any construction or before buying property. Property lines can become confused as land transfers through owners. Corner markers may be destroyed or moved. For these reasons, it is not safe to rely on the memories of landowners. If the area has been surveyed using the RSLD, the property survey 12 will start with the RSLD description. If the parcel size is less than a section, or has an irregular shape, then accurately measured angles and distances are used to define the property lines. If the location of a property line is in dispute, a property survey may not resolve the issue. It is natural for an individual to think that with modern equipment and techniques it would be possible to locate a property line very accurately. This is not necessarily true. Many factors may cause inaccuracies. The surveyor may be working with old, incomplete or inaccurate information. If two different surveyors attempt to locate a property line but use different starting points, they may not agree on the location of the property line. For this reason, many states have passed fence laws that determine property lines. Although states differ, in principle, if a fence has existed for a prescribed number of years and has been the recognized property line, then it becomes the legal property line even if a property survey shows the fence is not on the property line. The "fence property line" can be moved if both property owners agree to accept the survey and move the fence. balanced. The process of balancing a traverse calculates the best fit of angles and distances, forming a geometrically correct shape. Figure 1.24 is an illustration of the measured angles and distances recorded for a five-sided area. Figure 1.24 Measured traverse. If you were to plot this figure with the angles and distances given, it would not be a complete figure. Figure 1.25 shows the balanced angles and distances. Construction surveys A construction survey is used to either lay out a proposed construction project, or to evaluate a project after it is built. Construction surveys may be relatively simple or very complex, depending on the size and the type of project. Traverse A traverse is a survey establishing the circumference of a property. A traverse requires very careful measurements of distances and angles. Once data is collected, mathematical procedures are used to balance the traverse. A traverse must be balanced because there is only one possible combination of angles and distances that will form a geometric shape. If errors occur in measuring angles or distances, the measured shape is not geometrically possible. Errors always occur; therefore, the traverse must be Figure 1.25 Balanced traverse Additional information concerning traverses is included in Chapter Nine. Data use Measurements are collected for many different purposes. The intended use of data must be considered when determining the equipment and methods to use. For example, if the 13 purpose of a job is to determine the lengths of water pipe required to lay a water line, measurements to the nearest 10-feet are probably sufficient. If the purpose of a job is to locate the legal boundaries for a piece of property, the instruments and methods measure angles to the nearest minute and distances to the nearest 0.001-feet. The surveyor must use appropriate equipment and methods to collect the desired information. Accuracy and precision Accuracy and precision are two important concepts to keep in mind when taking any measurements. The level of accuracy and precision needed to determine how many rolls of barbed wire are required to build a fence is different from the level of accuracy and precision needed to build a dam. Some standards and common practices have been developed to provide a guide in this area but in many cases, decisions are based on experience. The principles of accuracy and precision can be illustrated graphically by using the distribution of shots at a target. Four different situations can exist. They can be neither precise nor accurate, precise but not accurate, accurate but not precise, and both accurate and precise. Mathematically, accuracy is defined as the number of decimal places included in a measurement, and precision is defined as the unit of measure. A measurement of 12.45 feet is more accurate that a measurement of 12.4 feet. The measuring tool determines mathematical accuracy. All measuring devices are accurate to only plus or minus one of the smallest units. To illustrate this point, consider a one-foot ruler graduated in eighths of an inch. The accuracy of all measurements made with the ruler is accurate to 1/8 inch. Therefore, if a higher or lower level of accuracy is required, then a measuring tool that has the capability to measure at the required level must be used. Mathematical precision, or unit of measure, defines the increments of the measurement. The smaller the increment used, the more precise the measurement. A measurement in units of inches is more precise that a measurement with units of feet. Ounces are more precise than pounds. The measuring tool determines the precision of the measurement. If a carpenter is working with a precision of 1/8 inch, the quality of the work will suffer if the smallest graduation on the tape being used is 1/4 inch. Before measurements are taken, decisions must be made regarding the appropriate level of accuracy and precision for the job. The selection of the most appropriate equipment also depends on the required accuracy and precision. These decisions should be made before any measurements are recorded. Field notes Surveying and land measurement require the collection and recording of information. Traditional methods of recording information have been developed to provide a systematic, accurate way of recording data. The purpose of these methods is to improve the ease of using the information and to reduce the chance 14 of errors. Incorrect information is worse than no information because it can lead to wrong decisions. Wrong decisions can cause very expensive mistakes. In addition, field data collected by a surveyor can become public documents and used as evidence in court cases. Field books Surveyors have traditionally used a specific type of book to record data. Field books are made up of very high quality paper that is also weather resistant. Surveyors have developed specific guidelines for putting information in the field book. collected, should be able to find the same spot, conduct the same survey, and get the same results. To achieve this result it is important that the writing be very legible and that the information be spread out on the page. Paper is cheap compared to an error caused by reading scrunched up, illegible data. Error and error control Surveying data must be accurate to be useful. To insure the data is accurate the surveyor must understand the types of errors that can occur and learn how to control the factors that cause errors. Common errors for each type of survey will be included in the appropriate section. In general, errors can be divided into two categories-random and systematic. Random error Figure 1.26 Field book page. The uses of a field book will vary with the project. For example, on large projects professional surveyors will use a new book for every survey. The original book is kept in a safe and copies of the information are use for daily use. If a surveyor is surveying small projects, he/she may use one book for several different projects. The customer and the complexity of the job dictate the use. In either case, the original information should be stored in a safe and copies made for daily use. There is one fundamental principle governing field book information. A person, who was not there when the original data was A random error is an error that does not occur with a predictable pattern. Random errors are very hard to control because the surveyor does not always know the cause. If the cause is unknown, it is very difficult, if not impossible; to use any means to control the errors that are generated. The primary method of control of random errors is to follow or adopt the appropriate methods and techniques commonly used to complete a particular type of survey. Examples of random errors include an instrument reader who switches two numbers when recording a rod reading or an individual who reads the rod incorrectly. Several different methods, such as double reading, and three wire reading have been developed over the years to prevent these types of errors. When double reading, the instrument reader calls out the rod reading and the note keeper writes it down. Then the instrument person rotates the instrument away from the rod and back again and reads the rod a second time. Double reading provides dual protection against the possible errors of 15 reading the rod wrong and recording the data incorrectly. Three wire reading utilizes all three horizontal crosshairs in the instrument, if they are available. In this method all three crosshairs are read and recorded in the field book and then averaged. The averaged value is used as the measurement. Systematic errors Systematic errors are errors that are predictable. They are often associated with the limitations of, or problems associated with, measuring instruments. Systematic errors are easier to account for. Once the error for an instrument or condition is known, a correction factor can be calculated and the appropriate adjustments can be made. An example is temperature correction for a surveyor's tape. The amount of error is predictable for the temperature because the expansion or contraction of the steel is predictable. An equation is used to determine the amount of correction needed. This number is added to or subtracted from each measurement. 16 Chapter 2. Equipment Introduction Surveying is heavily dependent on the use of instruments and equipment. Proper selection, use, and care of this equipment will greatly influence the quality of data collected and the amount of resources that will be required. The instruments and equipment used may be as simple as two tree branches or as complex as an electronic total station costing several thousand dollars. In this section, we will discuss the common equipment used for land measurement and surveying. One of the most important principles to remember is that surveying instruments are precision instruments and rough use or improper care easily damages them. Instruments can be easily damaged by being dropped, stored improperly, or the having the movements "forced" without being unlocked. A damaged instrument may function correctly, but the data it produces will be wrong, and the operator may not know the instrument is damaged. Categories of equipment Surveying equipment can be divided into three categories: distance measuring equipment, instruments for measuring angles and elevations and accessories. Distance measuring equipment includes: 1. 2. 3. 4. 5. Tapes and chains Odometer wheel Levels (stadia) Optical range finders Electronic Distance Measuring (EDM) Instruments for measuring angles and elevations include: 1. Hand level 2. Dumpy/farm Level 3. Automatic level 4. Laser level 5. Transit 6. Theodolite 7. Construction transit 8. Total stations Common accessories include: 1. Pins 2. Field books 3. Rods and targets 4. Range poles 5. Stakes/flags 6. Nails 7. Plumb bobs 8. Paint Surveying equipment, instruments and accessories are available with different features and capabilities. The following sections will discuss some of these. Equipment for measuring distance Distance measuring equipment ranges in technology from steel tapes to EDM equipment that uses microwaves or lasers. One of the arts of measuring distance is determining the best equipment to use. The best equipment for measuring distance is primarily dependent on the topography, the skill of the surveyor, and the use of the data. If a high degree of accuracy is required, then chaining or EDM should be used. If a low level of accuracy is acceptable, then an odometer wheel or even pacing can be used. Regardless of the equipment used, the surveyor must insure it is in proper working order and that it is used correctly. 17 Tapes and chains In the United States, the Gunter’s Chain was the standard chain for many years. A Gunter’s chain is 66 feet long, comprised of 100 links, with each length being 7.92 inches. The links were made of heavy wire and connected by rings. The handle was threaded and was used to adjust the length of the chain to compensate for wear. If a high level of accuracy is required and the atmospheric temperature is not at standard, then a temperature correction must be calculated. The other difference between a surveyor’s chain and a standard tape is the graduations. An individual must be careful when using a surveyor’s chain because several different graduations are used. A standard carpenter’s tape uses a scale of feet and inches and fractional graduations for each inch. Fractions of 1/2, 1/4, 1/8 and 1/16 of an inch are common. A surveyor’s chain/tape divides a foot into tenths (0.1) and hundredths (0.01) of a foot. Figure 2.1 Handle and two links of early surveyors chain. The Gunter’s chain was primarily used for land surveying because of its relationship to a mile, 80 chains = 1 mile. The link size made the chain difficult to use when distances were less than a full chain. In the United States the Gunter’s chain was replace by the engineer’s chain. Engineer’s chains are composed of links also, but it was designed to be 100 feet long and each link was one foot. The modern 100-foot steel tape eventually replaced engineer’s chains. Modern surveying tapes may look like a carpenter’s tape, but they are designed specially for surveying. They have two unique characteristics. One difference is their construction. They are constructed of a steel alloy that has a known coefficient of expansion due to temperature. This is necessary because steel expands when heated and contracts when cooled. The designed accuracy of a steel surveyor’s chain is only true if it is at standard temperature, usually 72 o F, and has a standard tension applied, usually 15 pounds. Another difference between carpenter’s tapes and surveyor’s chains is that several styles of surveyor’s tape do not have graduations between each foot mark. Surveyor’s chains are designed for measuring long distances. Several styles will only have one graduated foot at each end of the tape. This feature defines the three common styles of tapes that are used, Figure 2.2 1. First Foot Graduated 2. Extended Foot Graduated 3. Fully Graduated In addition to the three styles of chains, manufactures also place the zero footmark at different points on the chain. For some styles of chains the zero mark is at the end of the chain. For others, it will be several inches in from the end of the chain. It is very important for the measuring team to inspect the chain and determine which style of tape they are using before they start measuring. Errors up to 18 inches per 100 feet of travel can result if the chain is not read correctly. There are two common errors when using surveyor’s chains: failure to use the correct reference point for zero, and failure to read a partial foot correctly. The partial foot error occurs when chains that are not fully graduated, first foot and extended foot, are used to measure a distance that is less than a 18 full chain and less than a whole foot. When a partial foot is being measured, the person at the head of the chain holds the chain so that the pin is aligned with a foot mark on the chain. The person at the rear of the chain applies the correct tension and reads the chain. If an extended foot chain is used the chance for error is less, but if a first foot chain is used, the person reading the chain must remember that the distance is one foot less than the foot mark aligned with the pin at the head of the chains. This is explained in more detail in the next section and in Figure 2.2. measured is less than the footmark at the head of the chain. The distance from zero to one foot is used to measure the partial foot. Extended foot tape The extended foot tape is similar to a first foot tape, except that an additional foot has been added to each end for the graduated foot. With this style of tape there is less chance for the one-foot error associated with the first foot graduated tape. However, the user must be careful to select the zero point of the chain, and not the beginning of the extended foot as this will cause an error of one foot in the reading. Fully Graduated tape A fully graduated tape is more similar to a standard carpenter’s tape than either the first foot or extended foot tape. The primary differences are that it is constructed from steel and the scale is in decimal feet, hundredths of a foot, instead of feet and fractional inches. Figure 2.2 Common types of tapes First foot graduated tapes First foot graduated tapes have graduations only within the first (0 & 1) and last foot (99 & 100). When this style of tape is used, it is very easy to make an error of one foot when a partial chain is used. Figure 2.2 illustrates this problem. When reading a first foot graduated tape, the head person holds the tape on the nearest foot mark and the rear person reads the partial foot. The error occurs because the distance being It is very important for the user to understand the style of tape being used before starting to record measurements. Failure to do so may result in incorrect information. Using surveyor’s tapes Surveyors’ chains must be used carefully. These chains break easily if a loop is pulled tight. The surveyor chain should always be wiped clean and oiled after each use. Chains can be hand rolled, but a chain holder, as shown in Figure 2.3, is very handy and reduces the chance of breaking the tape. 19 Figure 2.4 Odometer wheel Figure 2.3 Modern tape holder Until the adoption of EDMs, chaining was the most accurate method of measuring distance. A reasonable attention to detail will produce accurate measurements to 0.01 foot. With the appropriate chain and procedures, accuracy of 0.001 foot are possible. To measure a distance with an odometer wheel the odometer is set to zero. Then the wheel is placed at the starting point, and the operator "walks the distance". Optical range finder An optical range finder is a useful instrument for estimating distances to an object. Chains are still very useful, especially for short distances. Electronic distance measuring has replaced chains for long distances. Today the terms chaining and taping are synonymous. Odometer wheel The odometer wheel is a very common instrument for measuring distance. As the name implies, it is a combination of the odometer and wheel. An odometer is a mechanical revolution counter that can be designed by the manufacturer so that the dial reads with one of several different standard units of measure. For example, the odometer on an automobile is designed to read in miles and tenths of a mile. Odometer wheels are available in many different sizes, with different types of handles, wheels, units of measure, and precision. Surveying odometer wheels can be purchased that read in whole feet, feet and tenths of a foot, or in feet and inches. Figure 2.5 Optical range finder These instruments are commonly used for hunting, but they can also be used for land measurement when a low level of precision is acceptable. Optical range finders use a splitting mirror and a tilting mirror. When you look through the eyepiece, the view is split into two images. One image is looking straight ahead. The other image is a shadow image produced by the mirror offset to the side. Using an optical range finder The instrument is used by focusing the instrument on a well-defined object. If the instrument is not set at the correct distance, a 20 shadow image will be visible. The distance is determined by rotating the adjustment wheel until the shadow image is superimposed on the original image. When the images are superimposed, the distance can be read from the scale on the instrument. The principle of optical range finders is based on trigonometric function. If you know the length of one side and one angle of a right triangle, then you can calculate the length of any remaining sides. The range finder does this using a mechanical linkage and a calibrated wheel. For the example in Figure 2.5, if the distance between the splitting mirror and the tilting mirror is one foot, then the distance from the range finder to the object is: opp Tan = adj adj = = opp Tan 1.0 ft. = 301 ft. Tan 0.19 The biggest limitations of optical range finders are measuring range, accuracy, and precision. For example, the useable range may only be between 20 and 400 yards or 50 and 1,000 yards. The accuracy may be as low is 1/100 and the precision as large as one yard. An accuracy of 1/100 for a range finder with a precision of one yard means that the maximum error for any measurement is one yard for every 100 yards measured. Electronic Distance Measuring (EDM) One of the newer methods of measuring distance is by using EDM. Electronic Distance Measuring instruments use microwaves or invisible light to determine the distance between itself and an object or between two instruments. These instruments measure distance by rearranging the equation for velocity. In the standard equation, velocity equals distance divided by time. D V= D = VT T Rearranged, distance equals velocity times time. EDMs determine distance by using a signal of known velocity and then recording the time it takes the signal to reach the object and return. This is accomplished by locating the EDM over one point and either a prism or a return unit over the second point. When the distance measuring function of the EDM is activated, it sends a signal to the prism or second unit. The signal is either reflected back, by the prism, or sent back, by the second unit, to the EDM. When the EDM receives the return signal, it can determine the amount of time that elapsed between when the signal was sent and when it returned. Time multiplied by velocity equals distance. The distance is displayed on a screen and/or stored in the memory. The onboard CPU determines the amount of time that elapsed between when the signal was sent and when it returned. The instrument must know the number of complete cycles and the point on a partial cycle when the signal returns to the instrument. If a single beam is used, the instrument can determine the point in a cycle when the beam returns, but not the number of complete cycles. Therefore, instruments use multiple beams with different wavelengths. Each wavelength will reach the sending unit at a different point in the cycle. Comparing the return point on the cycle, for beams with different frequencies, provides the CPU program with the information it needs to determine the number of cycles and the point on the partial cycle that occurred between when the signal was sent and when it was received. 21 1. Some models must be calibrated for air density. 2. They are electronic instruments and may be more restricted by environmental conditions. 3. They use microprocessors: no electricity = no measurement. 4. High quality instruments are expensive. Equipment for measuring angles and leveling All of the instruments listed can be used for leveling, but only dumpy levels, automatic levels, transits, theodolites and total stations can be used for measuring angles. Figure 2.6 Comparison of wave lengths With this information, the EDM can determine the elapsed time and the distance between itself and the prism or the second unit. The categories of EDM’s range from hand held units that cost as little as $150.00 and are not very precise or accurate to instruments that cost tens of thousands of dollars and can be used with the highest order of surveying. Advantages and disadvantages of EDM's 1. Electronic distance measuring has several advantages: 2. The operator doesn’t need to walk the distance. 3. Distances can be taken across obstacles such as water, trees, and rough terrain. The only requirement is that a signal can reach the second point and return. 4. Instruments can be purchased which have the capability of downloading the data into a computer, thereby eliminating the errors associated with manually recording data. 5. Once leveled, EDM instruments can produce a reading every few seconds. 6. They require fewer individuals to take measurements. 7. They will measure short or long distances. Disadvantages of EDM’s include: Within a given type of instrument there are many different models available based on options, focal length, and accuracy. The best source of information for a specific instrument is the owners’ manual or a manufacturer's catalogue. This section will discuss the common categories of surveying levels. Hand levels Hand levels are the simplest style of level. They have a spirit level and a single cross hair. This style of hand level is used to insure that chains are level when measuring horizontal distance with plumb bobs, and estimating slope and changes in elevation. The common magnification is from zero to 5x. The more sophisticated hand levels will include stadia hairs for measuring horizontal distance. Figure 2.7 Hand level The hand level illustrated uses an external spirit level for controlling the location of the instrument. With this type, you must be able to hold the instrument horizontally while 22 looking through the lens. An alternative design includes an internal level. This style uses a split viewing area. When looking through the eyepiece you can see on one side the bubble for the spirit level and on the other half the cross hair. It is easier to hold this style of instrument in a horizontal position. Hand levels are primarily used for estimating slope. This is accomplished by standing at the bottom of the slope, and while holding the level in a horizontal position, making note of a landmark where the line of sight strikes the ground. Using the distance to this point and the user’s eye height above the ground, the slope can be determined. Rise % Slope = x 100 Run Figure 2.8 Stadia cross hairs An explanation of measuring distance by stadia method is included in Chapter 4. Most Abney Levels have adjustments for both focusing and magnification. When used with a rod and target they provide sufficient accuracy for preliminary surveying. Rise is the eye height of the user, and run is the distance from the observation point to where the line of sight strikes the ground. Abney level Abney levels are a more sophisticated type of hand level. They will usually have a direct reading scale for vertical angles and slope, stadia hairs, and better magnification and optics. Stadia crosshairs are visible when looking through the eyepiece. They are mounted inside the telescope and allow the instrument to be used for measuring distance. Horizontal stadia cross hair is located an equal distance above and below the elevation cross hair, Figure 2.8. Figure 2.9 Abney level Using an Abney level Abney levels use a split viewing area. When the user looks through the eyepiece, half of the area is used to view the spirit bubble and the remaining area is for viewing the target. To measure vertical angles or slope, the tilting lock is loosened and the instrument is aligned on a target the same height as the user’s eye. While holding the instrument on the target, the level is tilted until the bubble is centered. Once the tilting lock is secured, the angle or slope can be read from the scale. The accuracy of both hand levels and Abney levels is improved if they are used in conjunction with a stick or rod of known height. For example, Figure 2.10 Dumpy level 23 if the centerline of the level is held on the 5.0foot mark on a stick, the instrument height is five feet. Any difference in the rod reading at the unknown station from five feet is a difference in elevation. The use of a stick will also make it easier to hold the level steady. Dumpy Level The dumpy level is one of the simplest types of levels commonly mounted on a tripod. The use of a tripod improves the accuracy of the instrument and provides a reference for horizontal angles. A dumpy level consists of a telescope with a spirit level mounted in parallel. The telescope will have at least one horizontal crosshair, mounted inline with the line of sight, and may have a vertical crosshair and two stadia crosshairs. The telescope and spirit level are mounted on a mechanism (leveling plate) that rotates in a 360o horizontal circle. The entire mechanism is mounted on a plate that can be leveled and attached to a tripod. Accuracy is insufficient for precise surveying, but is acceptable for general work such as leveling forms for concrete and shooting profiles for drainage work. A dumpy level will also contain a horizontal scale for measuring horizontal angles. The precision of the angle scale will vary because different manufacturers use different systems. It is usually limited to the nearest degree. Using the Dumpy level The first step in using the level is to set up the tripod. The legs of the tripod should be spread until the tripod is stable and the head of the tripod is a good height for the operator. The points of the legs should be planted firmly in the ground. During this process, the head of the tripod should be as close to horizontal as possible. This will reduce the amount of time that will be required to level the instrument after it is mounted. When the tripod is set, the instrument is mounted on the head. All instruments are attached by either a large diameter threaded cap or a smaller diameter threaded bolt. During attachment to the tripod, the base of the instrument should be loosened so it can be turned without releasing the instrument. Once the instrument is mounted on the tripod, the next step is to level the instrument (set the telescope horizontal). Turning the four leveling screws in the correct sequence levels the instrument. This process requires several hours of practice before an individual can level an instrument quickly. Leveling a four legged instrument Figure 2.11 Leveling an instrument The first step in leveling the instrument is to align the telescope over any two of the adjusting screws. These two screws are turned in opposite directions until the bubble is between the lines on the spirit level vial. The direction the leveling screws should be turned depends on which way the instrument must be tilted to make it level. In Figure 2.11, the right hand screw is turned clockwise and the left-hand screw is turned counter clockwise because the right side of the telescope needs to be lowered to level the instrument. The opposite rotation of the leveling screws would be used if the opposite movement were desired. 24 The second step is to rotate the telescope 90 degrees and repeat the leveling process. These two steps may need to be completed several times before the instrument remains level as it is rotated. The instrument is level when the bubble of the spirit level stays within the lines as the telescope is rotated 360 degrees. minimized because the instrument can compensate for slight movement in the tripod. Reading an instrument Before a reading is taken, it is necessary to adjust the instrument for parallax. Parallax occurs when the line of sight of the eye is not aligned with the line of sight of the telescope. Parallax is removed by adjusting the eyepiece until the crosshairs are the darkest. Note: on some instrument, the eyepiece is adjusted by rotating the outer lens and on others, it is adjusted by sliding the lens. If more than one individual is reading the instrument, the eyepiece must be adjusted each time a different person reads the instrument. Once the instrument is leveled and the eyepiece adjusted for parallax, the focusing knob is adjusted to bring the rod and/or target into focus. When using any surveying instrument, never force any movement. If a part is designed to move, but will not, do not try to force it. Instead, check to be certain the locks have been released. Automatic Level An automatic level has all the features of a dumpy level but is easier to use. The term “automatic” does not mean the instrument levels itself. Instead, with the combination of three leveling screws instead of four, and a bull’s eye spirit level instead of a tube level, the user can set the level much quicker. Once the instrument is nearly level, an internal compensator completes the leveling process and maintains the telescope in a level position. The compensator also prevents the instrument from being knocked out of adjustment by slight bumps. The effect of the wind is also Figure 2.12 Automatic level Automatic levels are available in several different models. They are more accurate and more precise than dumpy levels, but less accurate and precise than transits or total stations. Laser levels Laser levels are one of the newest types of instruments. Laser levels can be divided into four categories: (1) single beam invisible, (2) single beam visible, (3) circular beam visible and (4) circular beam invisible. Circular beam lasers can also be categorized as rotating or non-rotating. A single beam laser will produce a single dot or a short line. A circular beam laser produces a 360-degree beam. If an invisible beam laser is used, a detector is mounted on the surveyor’s rod to indicate when the detector encounters the laser beam. Some detectors will beep and/or flash a light when in contact with the light beam. One distinct advantage of laser levels is that a single person can operate them. The laser level is mounted on a tripod and leveled. Once turned on, the laser does not require any supervision. The surveyor can walk around the area and record rod readings anywhere within the range of the beam. 25 angle. This is a handy feature when installing drains and grading land. Transits Figure 2.13 Non-rotating, circular beam laser level and detector Figure 2.14 Transit This is accomplished by sliding the detector up and down a surveying rod and recording the rod reading aligned with the pointer when the detector beeps. Another advantage of this system is that multiple detectors can be used with a single laser. This allows more than one person to record data simultaneously. Some lasers have the ability to establish a beam that is not horizontal. The advantage of this ability is being able to establish a reference line or reference plane at a desired Transits are the most complicated and precise surveying instrument. Consequently, they can be used for the widest variety of surveying jobs. Features of transits include a telescope that can be rotated 360 degrees horizontally and vertically, higher power telescopes, and a magnetic compass for bearings. Transits are capable of measuring both horizontal and vertical angles with a high degree of precision. Even though total stations have replaced transits as the primary surveying instrument, they are still very useful when a high degree of accuracy and precision are required or when a total station is not available. Using a transit The process of setting up a transit is identical to that of a dumpy level. Before any readings can be taken it must be leveled, using the four leveling screws, the eyepiece must be adjusted for parallax and the telescope must be focused on the rod. The primary difference is the higher level of care required to insure the transit is level. Transits have more capabilities than laser or dumpy levels, but they also have greater possibility of error. 26 One common error is failing to set the telescope at zero vertical degrees when using it for horizontal measurements. Another common problem is reading vernier scales correctly. (DD). In this example, each ten degrees is labeled and each degree is not divided. The vernier scale goes from 0 to 10. The smallest measurement is one divided by ten or 0.1 of a degree. Vernier Scales Transits and other instruments use a vernier on the angle scales to provide a higher level of precision. A vernier is a smaller scale mounted to the side of the main scale. Figure 2.15 Vernier scale Verniers are a mechanical means of increasing the physical size of the last unit on the main scale so an additional level of precision is available. When reading a vernier the first step is to determine the smallest possible reading, commonly called least count. This is accomplished by determining the smallest reading on the main scale and then determining the precision of the vernier. Figure 2.16 is an example of a double vernier, and the degree-minute-second (DMS) angle scale that is commonly found on transits. The angle scales are labeled at every 10 degrees and each degree is divided into three parts. The precision of the angle scale is 20 minutes; 1 degree (60 minutes) ÷ 3 = 20 minutes. The vernier has lines numbered from 0 to 20 with no additional graduations. The smallest reading, least count, for this vernier is one minute. Figure 2.16 Double DMS vernier Figure 2.17 is an example of a single vernier, angle scale that reads in decimal degrees Figure 2.17 Single DD vernier The steps for reading a vernier are included in Chapter 7. The lines on vernier scales are very fine and the scale is usually small. Some type of hand held magnification is useful. Other instruments Manufacturers of surveying equipment often develop instruments based on new technology or for specialized uses. Examples of these are electronic transits, transit levels, Theodolites, and total stations. Electronic transits Transits are distinguished by their ability to measure both horizontal and vertical angles and bearings. Transits also have the reputation of being hard to use because of the difficulty in reading the vernier scales. The electronic transit has the same angle capabilities, but it has been improved to provide the angle readings on a digital readout. This reduces reading errors and speeds up the process of collecting data. Construction transit The terms construction transit and transit level refers to a group of instruments that have characteristics of both transits and levels. They consist of a dumpy level with a telescope having a few degrees of vertical movement. This increases their capabilities, but they are not considered a transit because the telescope cannot be rotated in a full vertical circle. 27 Theodolite A Theodolite is very similar to a transit. It differs primarily in the level of precision in measuring angles. A good quality transit will measure angles to the nearest minute. A good quality Theolodite is capable of measuring angles to the nearest second. Total Station Total stations are the instruments of choice for modern professional surveyors. A total station is a combination of an electronic transit and an EDM. They can still be used visually with a rod like a transit, but they also have the ability to take readings electronically. They do not use verniers, and they have either a built-in or an attachable EDM. This allows multiple measurements, such as horizontal angle, vertical angle and distance to be recorded simultaneously. When the EDM is used, the total station uses one or more prisms to return the beam to the instrument. With the built-in microprocessor, readouts of horizontal distance, vertical distance, slope distance and angles are all possible. Accessories Pins Land surveyors have traditionally used special pins when measuring distances with a chain. A surveying pin is usually constructed from heavy gauge wire and painted in white and red alternating stripes. A set consists of eleven pins. When chaining, the individual at the rear of the chain places one pin at the starting point and gives the remaining ten pins to the person at the head of the chain. The chain is stretched out and the head person places a pin in the ground at the 100-foot mark. The chain is moved 100 feet and the process repeats until the head person reaches the destination. As the chain is moved the rear person pulls the pins set by the head person. When the head person is out of pins, the survey party has traveled 10 x 100 feet or 1,000 feet. If the distance to be measured is greater than 1,000 feet, A notation is made in the notes that the pins have been transferred, the 10 pins are transferred to the head person and the process continues. During the measurement, the appropriate notations are recorded in the field book. Surveying pins should not be used to mark stations or for other purposes. If the number on the ring is incorrect, it could cause and error the next time they are used for chaining. Flags or stakes should be used to mark stations. Field book The field book is used to record information from surveys. It is important to note that when the book is opened up one sees the left half and the right half of a page, not two pages as in a normal book. It is very important that the information be identified, well organized, complete and legible. To meet these requirements, a standard form of organization and locating information on the page has been developed. The front cover or first page in a field book is used for the owner’s identification. The next page(s) contain the index. The remaining pages are used for survey information. The information pages use a standard form to reduce the opportunity for making mistakes with using the data and to aide the reader in finding information, Figure 2.18. The purpose of identification is to provide a means of returning the book in case it is lost or misplaced. A set of survey data can represent many hours of work and thousands of dollars in expenses, all of which would have to be repeated if the book was lost. Figure 2.18 Organization of information in a field book The index should be located in the front of the book and it should include: 1. Survey title 2. Date of survey 3. Page number(s) If a book is used for several surveys, a page or series of pages are used for each survey. The pages for individual survey should include: 1. Title 2. Location 3. Data 4. Equations 5. Error checks 6. Page number 7. Weather information 8. Party names 9. Party jobs 10. Equipment list 11. Equipment identification 12. Sketch of survey 13. Benchmark description and location 14. Note keeper’s signature Standards of practice for different disciplines may require some differences in the location and methods of recording information. Some individuals prefer icons be used for the party jobs. For example: 28 29 Rod holder Note keeper Chaining crew Instrument reader Modern professional surveyors may not use field books because microprocessor based electronic equipment stores data on disk that can be loaded directly into a computer. Printouts of this data may substitute for a field book. Even when data is collected electronically, it is important to collect weather data and party names, and to sketch the area. Targets are used when the distance between the instrument and the rod are so great that the numbers on the rod are too small to read, or when precision to the 0.001 of a foot are required. The target is red and white and includes a clamp to secure it to the rod. A surveyor’s rod is read differently than a carpenter’s tape. When reading a carpenter’s tape the measurement is taken from the closest line on the tape. When reading a surveyor’s rod, the number of transitions from black to white must be noted. The edge of each black line is one unit, Figure 2.20. Rods and Targets Surveying rods are used to measure the distance from the ground to the optical plane established by the level. Standard surveying rods are essentially a 13-foot wooden ruler. The primary difference is in the scale used to record the measurements. Rods can be read to the nearest 1/100th (0.01) of a foot directly and to the nearest 1/1,000th (0.001) when the target is used. Traditionally rods are made of wood with a vinyl scale. Figure 2.20 Reading a rod Common errors in using rods include incorrect rod reading, transposing numbers and failing to hold the rod vertical. Practice is the best method of controlling reading errors, and non-vertical rods can be eliminated by using a rod level or by rocking the rod. The practice of slowly rocking the rod is based on characteristics of right triangles. As the illustration in Figure 2.21 shows, the shortest rod reading occurs when the rod is vertical. Figure 2.19 Rod and target 30 surveying. Stakes are commonly used when establishing a turning point or when a semipermanent known elevation is needed. Figure 2.21 Rocking a surveying rod The person at the instrument watches the rod readings as the rod is rocked. As the rod is moved from vertical, the rod reading increases and as the rod moves toward vertical, the readings decrease. The correct reading is the minimum reading. It will take some practice for a survey team to determine the best speed to rock the rod and the optimum distance to move the top of the rod. Range Poles Range poles are five to six foot steel tubes with a solid, sharp point on one end. They are painted in alternate red and white wide stripes. Range poles are used to provide a visual reference for a line of travel or to locate stations. Stakes are usually 1-1/2 inch to 2 inches square and 18 to 24 inches long. It is a common practice to sharpen one end of stakes to aid in driving them in the ground. Different colors of paint can be used to indicate a specific class of stakes, for example, the centerline or grade line. Flags are commonly used to show the route of the survey or stations where rod readings were taken on the ground. Flags of various colors can be used to identify different routes. It is also common practice to use both a stake and a flag at each station. The stake can be used to provide or establish a known elevation or turning point and the flag is used to make the spot more visible. Nails Surveyors have traditionally used special nails to accurately mark a station when turning horizontal angles and measuring distances accurately by chaining. The nails have a cupped head which increase the accuracy of aligning plumb bobs with the nail. Figure 2.23 Surveyor’s nail Plumb bobs Figure 2.22 Range pole Stakes/Flags Stakes, flags or other means of establishing stations are necessary accessories for Plumb bobs are used to establish a vertical line. Vertical lines are useful when transferring a point vertically from the earth to the chain when chaining horizontally and for setting an instrument over the vertex of an angle. 31 Good quality plumb bobs are constructed of brass, have replaceable points, and, if cared for properly, should last several lifetimes. Figure 2.24 Plumb bob and string Chapter 4. Chapter 5. Differential Leveling In Chapter 1, the term level was defined as "a comparison of the relative position of an object with the horizon or with another object." into another tool or object, it can be used to level the object. Spirit levels are attached to or built into surveying instruments so they can be set level. If an object is parallel to the horizon, it is said to be "level". This is not a new concept. When a picture is hung on the wall, care is taken to insure that it hangs straight--level. Kitchen appliances are “leveled” when they are installed. As a carpenter builds forms for placing concrete, they are leveled, or checked to see if they are parallel with the horizon. This concept of “level” is also used in land measurement and surveying. This chapter will explain the principles of leveling and how these principles are used in differential leveling. Some of the confusion surrounding the term “level” occurs because it has multiple uses. Not only is it used to describe the position of two or more objects, but it is also used to identify a group of tools. Both uses have one commonality—they both use a spirit level. Figure 5.1 Spirit level A spirit level is a tube of liquid with an air bubble. The air bubble is in the center of the tube when the tube is horizontal, “level”. When the spirit level is attached to or built Leveling Leveling is the process of determining if an object is parallel with the horizon or if two or more objects are at the same elevation. A person can attach two objects to the wall and be satisfied that they are at the same height, but there is a good chance that another person will not agree. It is very difficult to tell if two or more objects are level without the use of a tool or instrument. The principles of leveling can be illustrated with a simple type of level--a garden hose. Two clear, vented, graduated tubes are attached to a garden hose. When the hose and tubes are filled with water and the tubes are held in a vertical position, the water will be at the same elevation at both ends of the hose. 32 We would say that a straight line between the top of the water at each end of the hose is level. The distance over which the hose level can be used is only limited by the length of hose the operators are willing to manipulate. Leveling with an instrument Try to visualize an instrument set up so the centerline of the instrument is at the same level as the top of the water at one end of the hose in Figure 5.4. If the horizontal crosshair of the instrument telescope is at the same elevation as the water in the first tube, then the line of sight through the instrument will strike the second tube at the height of the water. The line of sight through the telescope of the instrument establishes a level reference line. Figure 5.2 Garden hose level If the tubes are held near different objects, the top of the water will indicate if the objects are level, or at the same elevation. Figure 5.4 Comparison of hose and instrument Figure 5.3 Using a hose level A hose level can also be used to determine the difference in elevation between two points. Figure 5.3 is an illustration of a hose level being used to determine the difference in the height at two ends of a wall. In this case, the difference in height is 2.9 feet. The hose level is not practical for surveying large areas, nor does it have the appropriate precision for many surveying jobs. It is useful for demonstrating the principles of leveling and for rough measurements. Note: the water level as described establishes a level surface, not a plane, but for short differences, the difference between a level surface and a plane can be ignored. Because the line of sight is horizontal, if the instrument is set up correctly, it can be used to compare the relative elevation of two or more objects. The rod is placed on one object, or station, and the center crosshair is read on the rod. The rod is then placed on the second object, or station, and the center crosshair is read for the second time. Subtracting the rod readings results in the difference in elevation between the two objects. The rod simply measures the distance from the line of sight, the reference line, to the top of the object the rod is resting on. If the same reference line is used, then the rod readings can be compared. If the first rod reading is greater than the second is, then the first object is at a lower elevation than the second object. The opposite is also true. If the first rod reading is less than the second is, the first object is higher than the second is. If the difference between the rod readings is zero, then the two objects are at the same elevation. This is the principle of leveling used for differential and other types of surveys. As 33 long as the instrument is set up correctly, the line of sight through, the telescope establishes a horizontal reference line that can be used to compare the elevations of two or more objects/stations. Reference line Figure 5.6 Line of sight As the name implies, a reference line is a line used as the reference, or the basis, for measurements. A reference line may be visible, as a line on the floor, or invisible, as the line of sight through a surveying instrument. If the instrument is level, the reference line is level. When a horizontal reference line is established, points on, above, and below the line can be located and compared to each other. For example, consider the process for laying floor tile. The tile layer will establish a straight line down the center of the floor (reference line) and then start by placing the tiles along the reference line and then move out to the walls. In Chapter 1, a plane was defined as a flat surface. A reference plane is established whenever a surveying level is rotated in a horizontal or vertical circle. Reference Line Reference plane When a horizontal reference plane is established, the elevation of points on, above, or below the plane can be located. The elevations of these different points can be compared although they are not located on the same vertical plane. When a horizontal plane is used, the points being measured do not need to be in a straight line. They can be scattered randomly above, below or on the plane. Figure 5.5 Reference line The reference line establishes a line that can be used to compare the location of all of the floor tiles to insure they are properly aligned and spaced. A similar, though invisible, line is established when using a surveying instrument. As an individual looks through the eyepiece of the telescope and across the center crosshair, the line of sight establishes a reference line. Figure 5.7 Random points on a reference plane Figure 5.7 is an illustration of several points above and below a reference plane. If point A is 5.0 feet above the horizontal plane and point C is 7.5 feet below the plane, then the vertical distance between point A and point C is 5.0 feet plus 7.5 feet, or 12.5 feet. In addition, because point B is 3.5 feet above the plane, then the difference in height between point A 34 and point B must be 5.0 feet - 3.5 feet, or 1.5 feet. The term vertical distance was used to describe the 12.5 foot distance between points A & C because the distance would not be 12.5 feet if a tape were stretched between points A and C. The distance between the two horizontal planes that contain points A and C is 12.5 feet. Points A and C are not on a vertical line; therefore, if the distance were measured from point to point, it would be greater than 12.5 feet. Figure 5.9 Balancing the sights Differential leveling Differential leveling uses these principles of leveling to accomplish two common tasks; determining if objects are level and establishing new benchmarks. Figure 5.8 Distance point to point In surveying, the instrument is used to establish a reference line or reference plane. The surveying rod is used to measure the vertical difference between the reference line or plane and the points being surveyed. Comparing objects Differential leveling is used to compare the top of the forms before placing concrete. The instrument is set up and leveled. A rod is used to determine the elevation of the tops of the forms at several locations. As long as the reference line or plane is horizontal, all of the points measured from the reference line or plane can be compared. Balancing the sights Whenever a surveying instrument is used, it should be, if possible, set up halfway between the two points being measured. This is called balancing the sights. Establishing the instrument position halfway between the two stations will reduce the chance of an error caused by the instrument not being level. See Figure 5.9. Figure 5.10 Using differential leveling If the three different rod readings in Figure 5.10 are the same, then the top of the form is level. Establishing benchmarks The second common use of differential leveling is establishing the elevation of a new benchmark. If the existing benchmark and the location of the new benchmark can be seen from one instrument position, then the procedure is very simple. The instrument is set up halfway between the points and leveled. A rod reading is taken on 35 the existing benchmark, this is called a backsight, and on the new benchmark, the foresight. The backsight reading is added to the elevation of the existing benchmark to establish the height of the line of sight, reference line. This is also called the instrument height (IH), or height of instrument (HI). Then foresight is subtracted from the instrument height. The result is the elevation of the new benchmark. Turning points As defined in Chapter 1, a turning point is a temporary benchmark. They are used to extend the survey along the route when both benchmarks can not be seen from one instrument position. Three primary factors cause this condition; the line of sight running into the ground, blocked view and instrument limitations. Figure 5.11 Turning point One example of the use of benchmarks is illustrated in Figure 5.11. In this example, the line of sight at IP1 will run into the ground before reaching BM2. The use of a turning point allows the instrument to be moved and reset at a higher elevation. Turning points are also used when the line of sight is blocked by trees, structures, and other objects. The third use of turning points is because of the limitations of the instrument. The potential for error increases as the distance between the rod and the instrument increases. Optics of instruments are designed with a maximum recommended distance. If the two stations being used are greater than two times the maximum recommended distance, then a turning point must be used. The elevation of turning points is calculated as if they where benchmarks. A backsight is recorded for the benchmark and a foresight is recorded for the turning point. With this information, the elevation of the turning point can be determined. When the elevation of the turning point is known, then the instrument can be moved to IP2 and the process is repeated. When the instrument is at IP2 the backsight on the turning point and the foresight on BM2 is used to calculate the elevation of BM2. The example in Figure 5.11 is completed by used only one turning point. There is no limit on the number of turning points that can be used, but part of the art of differential leveling is being able to complete the survey with the fewest number of turning points. As the number of turning points used increases, the amount of time required to complete the survey increases and the opportunity for error increases. Note: The elevation of the turning points is used to complete the survey and check for errors. They do not provide data that is used for design or calculations. The purpose of differential leveling is to compare the elevation of two or more points. The data collected will not allow the user to define or draw the topography between the two points. The primary influence of the topography is the difficulty it presents for completing the survey. It is much easier to complete a differential leveling survey on a flat open field, than if the survey must traverse hills, forests, creeks etc. The time and resources required to establish a new benchmark will depend on the distance between the existing and new benchmark, and the hazards of the terrain between the two points. 36 Differential example In this example we want to determine the elevation of Station B when the elevation of Station A is 100.00 feet. Figure 5.12 Differential example backsight The instrument is set up halfway between Station A and Station B. The instrument is leveled and a backsight of 8.47 feet is recorded at Station A, Figure 5.12 of this table helps organize the data, making it easier to read. It also reduces errors in recording and completing calculations. Differential data table The table used for differential leveling data uses columns and rows. Columns are used for the different types of numbers and rows are used for the stations. For the example in Figure 5.12 and Figure 5.13, the rod reading of 8.47 feet is a backsight on Station A; therefore, it is placed in row A, column BS. STA A B BS 8.47 HI 108.47 FS 6.11 ELEV 100.00 102.36 STA = Station BS = Backsight HI = Height of instrument FS = Foresight ELEV = Elevation Table 5.1 Differential leveling table Figure 5.13 Differential example foresight The instrument is rotated to align on Station B and a foresight of 6.11 feet is recorded, Figure 5.13. Because station A and station B are both visible from one instrument position, the survey is complete. Sufficient data has been collected to determine the elevation of Station B. 100.00 +8.47 =108.47 108.47 - 6.11 =102.36 If the elevation of benchmark one (Station A) is 100.00 feet, then the elevation of benchmark two (Station B) is 102.36 feet. This example is simple and therefore the amount of data generated is small and easy to manage. For surveys that are more complex, the amount of data will be much larger and more difficult to manage. To reduce the chance of random errors in managing differential data, a standard style of table has been developed, Table 5.1. The use The rod readings are recorded in the columns labeled BS and FS. The numbers in the columns labeled HI and ELEV are calculations. The calculations are governed by two equations. HI = ELEV + BS ELEV = HI - FS In this example, Table 5.1, the elevation of 102.36 feet for station B is only correct if no errors were made during the survey. It is not safe to assume there were no errors. Data collected by differential surveying is not used until it is checked for errors. A good way to begin checking data is the eye ball test. Look at the data. See if everything looks correct. For example, differential surveying notes should have the same number of backsights as foresights and the FS column of row A should be blank. 37 Three checks for error Three standard checks for error have been developed. These are closing the loop, the note check, and allowable error of closure. Closing the loop Closing the loop means surveying back to the starting point. It may or may not follow the same route. When closing the loop one assumes that, the difference in elevation between station A & B has not been determined. Another differential survey is completed, but this time the starting point is station B and the survey is conducted to station A. The first step is to move the instrument from the position used to record the foresight on station B. The instrument is leveled and a backsight recorded on Station B. STA A B A BS 8.47 6.21 HI 108.47 108.57 FS 6.11 8.58 ELEV 100.00 102.36 99.99 Table 5.2 Completed differential table The calculations in Table 5.2 show that the elevation of Station A was 100.00 feet at the start of the survey, but only 99.99 feet at closing. An error of 0.01 occurred sometime during the survey. If there is an error in the survey, then the calculated elevation of Station B (102.36) must be questioned. Benchmarks by definition are structures that are stable and have a constant elevation. If the elevation of station A was 100.00 feet at the start of the survey, then it should be 100.00 feet at the end of the survey. Any difference in the elevation of BM1 from the start of the survey to the elevation determined during the closing loop is caused by error. The second check for error, note check, is used to determine if the error is caused by a math mistake in the data table. Figure 5.14 Closing backsight The purpose of moving the instrument is to insure that the backsight rod reading for closing is different from the previous foresight reading. Then the instrument is rotated and a foresight reading is recorded for Station A. Figure 5.15 Closing foresight These numbers are recorded in the table in the appropriate spot and the math completed. Note check The data is checked for math errors through a procedure called the note check. The purpose of the note check is to determine if an addition or subtraction error was made during the calculations. It also may indicate if a number was transposed when recorded. The note check is based on the following equation: | FS- BS | = | BM1 i - BM1c | This equation reads, “absolute value of the sum of the foresights minus the sum of the backsights equals the absolute value of the elevation of benchmark one initially minus the elevation of benchmark one at closing”. If this equation is true, the error in the notes is not caused by an error in the calculations. If this equation is not true, there is a math error in the notes and they must be refigured. 38 In this example the note check results in: |14.68 -14.69 | = | 100.00 - 99.99 | 0.01 = 0.01 The statement is true. The difference in elevation for Station A is not caused by a math error in the notes. The source of the error could be in an incorrect reading of the rod, the rod not being plumb, instrument not level, etc. Although there is an error in the survey, the data may still be useable. One additional check is completed to determine if the data is useable. Allowable error of closure The third check for error is determining the allowable error of closure. The concept of allowable error developed because engineers and surveyors realized that it is not realistic to expect surveys to be completed without any error. Some surveys may travel many miles. The characteristics of the environmental and topography may make surveying very difficult. Therefore, a system was developed that determines an allowable error. This was accomplished by establishing classes of survey with an allowable error for each class. The higher the class of survey, the less error is acceptable. The allowable error (AE) of closure is determined by the equation: AE = K M The allowable error is equal to the constant K times the square root of M. The variable M is the total distances traveled during the survey, in miles. The value for K can range from 1.00 to 0.001, depending on the class of survey. A K value of 0.1 or 0.01 is appropriate for most general construction work. A K value of 0.01 to 0.001 is used for boundary surveys, and for projects, that have very stringent error requirements. If we assume the distance in the previous example between Station A and Station B is 524.2 feet and the appropriate value for K is 0.1, then the allowable error is: AE = 0.1 524.1 ft. x 2 5280 ft. = 0.04 In this example because the actual error, 0.01, is less than the allowable error, 0.04, the correct conclusion is that the survey is acceptable. Note: this doesn't mean that the survey is correct. It only means that if the individuals involved will accept a survey done with a K value of 0.1, the results are acceptable. The value for K must be agreed upon before the survey is conducted. Differential leveling example The following figure illustrates a more complicated differential survey. Figure 5.16 Differential survey requiring a turning point. In this example, a single setup of the instrument is not workable, as the instrument line of sight strikes the ground before station B. This situation requires the use of at least one turning point. The first step is to determine the best location for the turning point. The best location is one that is in view from IP1 and IP2, and provides a stable structure. Next, the instrument is set up halfway between Station A and the turning point, and then leveled. The first rod reading is a backsight on Station A. 39 recorded to reestablish the height of the instrument. Figure 5.17 Backsight on station A This rod reading (8.19 ft.) is recorded in the Station A row of the backsight column and is used to determine the height of the instrument (108.19). In this example, the elevation of Station A is assumed to be 100.00 feet. STA A B BS 8.19 HI 108.19 FS ELEV 100.00 Figure 5.19 Backsight on turning point one The reading of 10.97 ft. is recorded in the TP1 row of the backsight column and is used to establish the height of the instrument (112.63 ft.). STA A TP1 Table 5.3 Differential example with backsight and height of instrument The next step is to rotate the instrument and record the foresight on the turning point. BS 8.19 10.97 HI 108.19 112.63 FS 6.53 ELEV 100.00 101.66 Table 5.5 Differential example with elevation of turning point The last step is to rotate the instrument and record the foresight reading for Station B. Figure 5.18 Foresight on turning point The rod reading of 6.53 ft. is recorded in the turning point one (TP1) row of the foresight column and used to determine the elevation of turning point one. STA A TP1 BS 8.19 HI 108.19 FS 6.53 ELEV 100.00 101.66 Table 5.4 Differential example with foresight and turning point elevation Next, the instrument is moved to a location approximately halfway between turning point one and Station B. Each time the instrument is moved, it must be leveled and a backsight Figure 5.20 Station B foresight The reading of 2.22 feet is recorded in the data table and used to determine the elevation of Station B (110.41 ft.). STA A TP1 B BS 8.19 10.97 HI 108.19 112.63 FS 6.53 2.22 ELEV 100.00 101.66 110.41 Table 5.6 Differential example with elevation of Station B The elevation of Station B has been determined, but the survey is not acceptable until the three checks for error are completed. 40 TP1 B TP2 A 10.97 2.53 6.55 112.63 112.94 108.75 6.53 2.22 10.74 8.74 ∑ 28.24 28.23 |28.24-28.23| = |100.00-100.01| .01 =.01 Notes acceptable 101.66 110.14 102.20 100.01 Figure 5.21 Closing loop In this example of closing the loop, all of the information is included in one figure. In the field, each reading would be recorded in the backsight-foresight sequence as in the first portion of this example. Table 5.7 includes this information with the note check and check for allowable error. STA A BS 8.19 HI 108.19 FS ELEV 100.00 AE = K M = 0.1 1091.4 5280 = 0.04 0.01 < 0.04 Error of closure is acceptable Table 5.7 Differential example completed The principles of leveling discussed in this example problem are also used for profile and topographic surveys. These will be discussed in the following chapters.