Project Design for Geomatics Engineers and Surveyors Project Design for Geomatics Engineers and Surveyors, Second Edition, continues to focus on the key components and aspects of project design for geomatics and land surveying projects with the goal of helping readers navigate the priority issues when planning new projects. The second edition includes new materials on surveying and UAV, and it is thoroughly updated to keep current with the recent technology and ter- minology. The two new chapters capture new developments in the rapidly emerging use of remote sensing and GIS in aerial surveys, mapping, and imaging for small-to- medium-scale projects, as well as modern practices and experiences in engineering surveying. • Provides a simple guide for geomatics engineering projects using recent and advanced technologies. • Includes new content on spatial data collection using GIS, drones, and 3D digital modeling. • Covers professional standards; professional and ethical responsibilities; and policy, social, and environmental issues related. • Discusses project planning including scheduling and budgeting. • Features practical examples with solutions and explains new methods for planning, implementing, and monitoring engineering and mining surveying projects. Undergraduate and graduate students, professors, practicing professionals, and sur- veyors will find this new edition useful, as well as geospatial/geomatics engineers, civil engineers, mining engineers, GIS professionals, planners, land developers, and project managers. Project Design for Geomatics Engineers and Surveyors Second Edition Clement A. Ogaja, Nashon J. Adero, and Derrick Koome MATLAB® is a trademark of The MathWorks, Inc. and is used with permission. The MathWorks does not warrant the accuracy of the text or exercises in this book. This book’s use or discussion of MATLAB® software or related products does not constitute endorsement or sponsorship by The MathWorks of a particular pedagogical approach or particular use of the MATLAB® software. Second edition published 2023 by CRC Press 6000 Broken Sound Parkway NW, Suite 300, Boca Raton, FL 33487-2742 and by CRC Press 4 Park Square, Milton Park, Abingdon, Oxon, OX14 4RN © 2023 Clement A. Ogaja, Nashon J. Adero, and Derrick Koome CRC Press is an imprint of Taylor & Francis Group, LLC First edition published by CRC Press 2020 Reasonable efforts have been made to publish reliable data and information, but the author and pub- lisher cannot assume responsibility for the validity of all materials or the consequences of their use. The authors and publishers have attempted to trace the copyright holders of all material reproduced in this publication and apologize to copyright holders if permission to publish in this form has not been obtained. If any copyright material has not been acknowledged please write and let us know so we may rectify in any future reprint. 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Title: Project design for geomatics engineers and surveyors / Clement Ogaja, Nashon Adero, Derrick Koome. Other titles: Geomatics engineering Description: Second edition. | Boca Raton : CRC Press, 2023. | Revised edition of: Geomatics engineering : a practical guide to project design / Clement A. Ogaja. Boca Raton : CRC Press, c2011. | Includes bibliographical references and index. | Summary: “Project Design for Geomatics Engineers and Surveyors, Second Edition”, continues to focus on the key components and aspects of project design for geomatics and land surveying projects with the goal of helping readers navigate the priority issues when planning new projects. The second edition includes new materials on surveying and UAV, and it is thoroughly updated to keep current with the recent tech- nology and terminology. The two new chapters capture new developments in the rapidly emerging use of remote sensing and GIS in aerial surveys, mapping, and imaging for small-to-medium scale projects, as well as modern practices and experiences in engineering surveying”–Provided by publisher. Identifiers: LCCN 2022046427 (print) | LCCN 2022046428 (ebook) | ISBN 9781032266794 (hbk) | ISBN 9781032285160 (pbk) | ISBN 9781003297147 (ebk) Subjects: LCSH: Surveying. | Geomatics. | Project management. | Geographic information systems. ISBN: 978-1-032-26679-4 (hbk) ISBN: 978-1-032-28516-0 (pbk) ISBN: 978-1-003-29714-7 (ebk) DOI: 10.1201/9781003297147 Typeset in Times by codeMantra Contents Preface (Second Edition) ........................................................................................xiii Preface (First Edition) ..............................................................................................xv Acknowledgments ..................................................................................................xvii Authors ....................................................................................................................xix List of Acronyms and Abbreviations ......................................................................xxi PART I Overview Chapter 1 Project Design Process .........................................................................3 1.1 Understanding Project Requirements ........................................3 1.1.1 Scope, Time, and Budget..............................................3 1.1.2 Design Framework .......................................................4 1.2 Information Gathering ...............................................................5 1.2.1 Existing Sources ...........................................................5 1.2.1.1 Survey Control Data .....................................5 1.2.1.2 Existing Photography....................................6 1.2.1.3 Existing Maps ...............................................6 1.2.1.4 Plans and Legal Property Descriptions ........7 1.2.1.5 Agency Contacts and Interviews ..................7 1.2.2 Ground Information .....................................................7 1.2.2.1 Reconnaissance .............................................8 1.2.2.2 Surveys ..........................................................8 1.3 Design Approaches ....................................................................9 1.3.1 Workflow Design ..........................................................9 1.3.2 Schematic Design .......................................................10 1.4 Scheduling and Cost Estimating .............................................11 1.4.1 General Steps in Geomatics Projects .........................11 1.4.1.1 Steps in a GNSS Control Survey Project ....12 1.4.1.2 Steps in a Topographic Mapping Project ....13 1.4.1.3 Steps in a Boundary Survey Project ...........14 1.4.1.4 Steps in a GIS Project .................................14 1.4.1.5 Steps in Aerial Survey/Mapping Project ....15 1.4.2 Project Scheduling .....................................................15 1.4.3 Cost Estimating Principles .........................................16 1.5 Writing Proposals ....................................................................18 Bibliography .......................................................................................19 Exercises .............................................................................................20 v vi Contents PART II Contemporary Issues Chapter 2 Standards and Specifications ..............................................................25 2.1 Definitions ...............................................................................25 2.2 Application Modes of a Standard ............................................25 2.3 Units of Measure .....................................................................26 2.3.1 Metric Scales ..............................................................28 2.3.2 Conversion Factors ....................................................28 2.3.3 Mapping Scales ..........................................................28 2.4 Accuracy versus Precision .......................................................28 2.4.1 GNSS Accuracy Measures .........................................29 2.4.2 Examples of 2D Accuracy Measures .........................31 2.4.3 3D Accuracy Measures ..............................................32 2.5 Equipment Specifications ........................................................32 2.6 Limits of Closure .....................................................................34 2.7 Least Squares Analysis ............................................................35 2.8 Mapping and GIS Standards ...................................................36 2.8.1 Map Scale ...................................................................36 2.8.1.1 How to Interpret Numerical Map Scales .......37 2.8.2 Map Resolution...........................................................37 2.8.3 Map Accuracy ............................................................38 2.9 Classical Surveying Standards ................................................40 2.10 GPS Surveying Standards .......................................................41 2.11 Other Standards .......................................................................44 Bibliography .......................................................................................45 Exercises .............................................................................................46 Chapter 3 Professional and Ethical Responsibilities ..........................................49 3.1 Know What You Do ................................................................49 3.1.1 Typical Work Activities ..............................................49 3.1.2 Work Conditions .........................................................50 3.1.3 Qualifications .............................................................51 3.2 Ethics and Professional Conduct .............................................51 3.2.1 Principles ....................................................................51 3.2.2 Rule Ethics and Social Contract Ethics .....................53 3.2.3 FIG Model ..................................................................54 3.3 Individual and Team Responsibilities .....................................56 3.3.1 Regarding Your Work.................................................56 3.3.2 Regarding Your Boss ..................................................56 3.3.3 Regarding Associates and Colleagues .......................56 3.3.4 Communicating Your Ideas ........................................57 3.3.5 Staying Technically Competent .................................57 3.3.6 Managing Your Time .................................................58 Bibliography .......................................................................................59 Exercises .............................................................................................60 Contents vii Chapter 4 Policy, Social, and Environmental Issues ..........................................61 4.1 Policy Issues ............................................................................61 4.1.1 Professional Qualifications .........................................61 4.1.2 Access to Public Information and Records ................61 4.1.3 Mandatory Filing Requirements and Fees .................62 4.1.4 Best Practice Guidelines, Rules, and Procedures ......63 4.1.5 Land (Development) Policies .....................................70 4.1.5.1 Local Land Use Regulations ......................71 4.1.6 Environmental Policy and Regulations ......................72 4.1.6.1 Example 1: Environmental Land Use Restrictions .................................................72 4.1.6.2 Example 2: Specially Protected Areas .......72 4.2 Social and Global Issues ..........................................................73 4.2.1 Project Stakeholders ...................................................74 4.2.2 Bureaucracy and Ethical Considerations ...................75 4.2.3 Worldwide Land Registration Systems ......................75 4.3 Environmental Issues ..............................................................76 4.3.1 Sustainable Development ...........................................76 4.3.2 Environmental Impact ................................................77 4.3.3 Green Design ..............................................................78 4.3.4 Case Examples ...........................................................79 Bibliography .......................................................................................82 Exercises .............................................................................................83 PART III Planning and Design Chapter 5 Boundary Surveys ..............................................................................89 5.1 Introduction .............................................................................89 5.2 How Are Boundary Lines Established? ..................................89 5.3 Boundary Types and Boundary Markers ................................90 5.4 Boundary Survey Design and Procedures ...............................91 5.4.1 Information Gathering ...............................................91 5.4.1.1 Encroachments and Gaps ...........................92 5.4.1.2 Research of Land Records ..........................92 5.4.1.3 Title Search .................................................93 5.4.1.4 Adjoining Property .....................................93 5.4.2 Analysis of Information .............................................93 5.4.2.1 Monuments .................................................94 5.4.2.2 Discrepancies ..............................................94 5.4.2.3 Fieldwork Preparation .................................94 5.4.3 Boundary Survey ........................................................95 5.4.3.1 Fieldwork ....................................................95 5.4.3.2 Office Work ................................................97 viii Contents 5.5 Legal Considerations in Boundary Determination .................97 5.5.1 Conflicting Title Elements ..........................................98 Bibliography .......................................................................................99 Exercises ...........................................................................................100 Chapter 6 Control Surveys ................................................................................101 6.1 General Considerations .........................................................101 6.1.1 Project Scope and Requirements ..............................101 6.1.1.1 Number and Physical Location of Project Points ............................................101 6.1.1.2 The Layout of Project Area ......................101 6.1.1.3 Accuracy and Datum of Control ...............102 6.2 GNSS Control Surveys ..........................................................102 6.2.1 Individual Site Considerations .................................102 6.2.2 Continuously Operating GNSS Networks ................103 6.2.2.1 GNSS Processing Using Online Services .....105 6.3 Typical Workflow of a GNSS Project ....................................107 6.3.1 Station Recon ...........................................................107 6.3.2 Existing Control .......................................................108 6.3.3 Equipment Inventory ................................................108 6.3.4 Field Data Sheets ......................................................108 6.3.5 Training and Management .......................................109 6.3.6 Evaluate Site Characteristics ....................................109 6.3.7 Determine When Difficult Monuments Must Be Visited ........................................................109 6.3.8 Coordinate and Supervise ........................................109 6.3.9 Work Up Detailed Observation Plans ......................110 6.3.10 Control Network Optimization ................................110 6.4 Designing a GNSS Survey Network ......................................111 6.4.1 Standards and Design Criteria .................................111 6.4.2 Station Locations, Distribution, and Access ............112 6.4.3 Plan of Project Points ...............................................113 6.4.4 Design by Least Squares and Simulation .................114 6.4.4.1 Computation of GDOP and Its Effect on the Position Results ..............................116 6.4.4.2 Use of Predicted GDOP Maps ..................117 6.4.4.3 Network Design Terminology ..................117 6.4.4.4 Summary of Procedures for Design by Simulation .................................................118 6.5 GNSS Observation Planning and Optimization ....................118 6.5.1 Forming GNSS Baselines and Loops .......................118 6.5.2 Finding the Number of GNSS Sessions ...................119 6.5.3 GNSS Optimization .................................................121 6.5.3.1 How Are the Elements of the Cost Matrix in Table 6.4 Interpreted? ...............127 Contents ix 6.5.3.2 Calculating the Optimal Session Schedule .......128 Bibliography .....................................................................................128 Exercises ...........................................................................................129 Chapter 7 Topographic Surveys ........................................................................133 7.1 General Considerations .........................................................133 7.1.1 Project Scope and Requirements ..............................133 7.1.1.1 Sample Topographic Survey Request .......134 7.1.2 Other General Considerations ..................................134 7.1.2.1 Topographic Survey Planning Checklist .....134 7.1.2.2 Rights-of-Entry .........................................136 7.1.2.3 Sources of Existing Data ..........................136 7.2 Project Control for Topographic Surveys ..............................136 7.2.1 Establishing Control at a Project Site .......................138 7.2.2 Project Control Densification Methods ....................139 7.2.3 Extending Control from a Local Project or Network ....140 7.2.4 Extending Control from a Distant Network .............140 7.2.4.1 Using Online GNSS Processing Services .....................................................141 7.2.5 Approximate Control for an Isolated Project ...........141 7.3 Map Scale and Contour Interval ............................................143 Bibliography .....................................................................................145 Exercises ...........................................................................................146 Chapter 8 GIS Application ................................................................................149 8.1 Introduction ...........................................................................149 8.2 General Considerations .........................................................150 8.2.1 Data Requirements ...................................................150 8.2.2 Level of Accuracy ....................................................150 8.2.3 Existing Information ................................................152 8.3 System Design Process ..........................................................155 8.3.1 Selecting a GIS System ............................................155 8.3.2 Designing a GIS System ...........................................156 8.4 Input Data from Fieldwork ....................................................157 8.4.1 Utilizing GNSS for Fieldwork ..................................157 8.4.1.1 Why Use GNSS? .......................................157 8.4.1.2 Defining Data Collection Goals and Objectives .................................................159 8.4.2 Basic Data Dictionary Concepts ..............................159 8.4.3 Other Methods ..........................................................161 8.4.3.1 Using Maps to Approximate Coordinates ....161 8.4.3.2 Traditional Surveying ...............................163 8.4.3.3 Digitizing Coordinates..............................164 8.4.3.4 Address Geocoding ..................................164 x Contents 8.5 Other Sources of GIS Data ....................................................164 8.5.1 Augmented Reality Informatics ...............................165 8.5.2 Remote Sensing and Earth Observation Services ....165 8.5.3 AI and Big Data ........................................................165 Bibliography .....................................................................................167 Exercises ...........................................................................................168 Chapter 9 Unmanned Aerial Systems Surveys/Mapping .................................169 9.1 Introduction ...........................................................................169 9.2 General Considerations .........................................................169 9.2.1 UAS Laws .................................................................169 9.2.2 Project Scale and Location .......................................170 9.2.3 Mission Planning and Flight Considerations ...........173 9.2.4 Ground Control Points .............................................176 9.2.5 Post-Flight Processing ..............................................177 9.2.6 Deliverables ..............................................................178 9.3 Standard UAS Operating Procedures ....................................178 9.3.1 Pre-Flight Operations ...............................................178 9.3.2 During Flight Operations .........................................180 9.3.3 Post-Flight Operations ..............................................181 9.3.4 Emergency Procedures .............................................181 9.3.5 Incident Reporting ....................................................182 Bibliography .....................................................................................182 Exercises ...........................................................................................182 Chapter 10 Engineering and Mining Surveys.....................................................185 10.1 Introduction ...........................................................................185 10.2 General Considerations .........................................................185 10.2.1 Fundamental Principles and Concepts .....................185 10.2.2 Common Instruments and Accessories ....................186 10.2.3 Exposition Using a Case Study on Tunnel Surveys .......188 10.3 Transferring Controls ............................................................190 10.4 Considerations for Setting Out and Deformation Monitoring ....191 10.5 Mining Surveys .....................................................................192 10.5.1 The Future of Mining Surveys .................................192 10.5.2 Classical and Emerging Features of Mining Surveys ........................................................193 10.5.3 Policy, Legal and Regulatory Aspects in Mining Surveys ........................................................195 Bibliography .....................................................................................197 Exercises ...........................................................................................197