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GIS Tips - April 2000

State Planes Not So Plain


In our previous article, we discussed how State Planes came about.  In years past, a surveyor who is to define the boundary of a plot of land for the purpose of recording ownership at the county courthouse would often start at aoint whose geographic coordinates (i.e. latitude and longitude) were not only precisely known, but also published.  From that point, the surveyor would use the principles of plane geometry and trigonometry to measure and calculate the exact position of all points on the boundary of the plot of land.  Since plane geometry was used, in essence what the surveyor did was to approximate the surface of the round earth with a flat plane tangent to the earth at the “known point”.

Using plane geometry was, and still is, very important.  It enabled surveyors to complete their tasks without an inordinate amount of difficult mathematics.  Thus, the results of their work were less susceptible to error and affordable by the customer.  (It was not until the availability of the digital computer that actually doing ellipsoidal calculations was to become a realistic alternative.)  Finally, last time we noticed that having a different flat plane for different surveys made it difficult to merge data acquired in different surveys into a cohesive map.  So the State Plane concept was invented.  That is, a single plane established and adopted by the powers that be, and all property boundaries (and surveying for engineering projects as well) could use the same plane.

Now that we’re all comfortable with that idea, I have to be the bearer of sad tidings.  The actual “plane” of State Planes is not actually a plane.  That’s right!  Just when you thought the world of surveying and coordinate systems actually made some sense, we find out that State Plane coordinates are not actually based on a plane.  (I’m sure the more skeptical Casual Cartographers knew something like this was coming.)  What are they based on?  That’s the topic of this and the next couple of articles.

Imagine, if you will, that the earth were a big wire mesh globe.  Let’s give our imaginary globe a mesh density of one wire per 10 degrees of longitude and 10 degrees of latitude.  That is, our imaginary globe would appear to be constructed using 36 meridians and 18 parallels of latitude, all glued together.  (You might choose to weld your wires together, but mine are glued with Crazy Glue.)

Imagine further, that at the center of this globe, a incredibly powerful, but very small, flash bulb was installed.  A scientist would call this flash bulb a point source of light.  Mine has a remote control, of course, so I can flash the bulb without having to get up out of my chair.


Figure 1

Now, imagine further that we had a flat piece of photographic film, specially formulated so that it was sensitive only the light emitted by our incredibly powerful, but also very small flash bulb.  If we placed our flat photographic film against our wire mesh globe, at a “known point”, and initiated a flash from our imaginary flash bulb, the resulting image would be similar to that shown in Figure 1.  This image represents what the surveyor used to do (and often times still does).

The image of our wire mesh globe produced clean crisp lines in the center of the image.  This is where the photographic film actually touched, or was very close to touching, the wire mesh globe.  On the image, as distance from this point increases, the images of our wire mesh meridians and parallels tend to get fuzzy as in Figure 2.  That is, the image loses focus as the distance from the “known point” increases.


Figure 2

This trip into imaginary land graphically illustrates a basic point.  If we approximate the surface of the earth with a flat plane tangent to the earth at a “known point”, that approximation will be pretty good in the immediately vicinity of that point.  As the distance from this point increases, the validity of the approximation deteriorates.  At a certain distance, depending upon the application of course, the approximation becomes invalid.  That is, the approximation becomes incapable of producing results that meet the accuracy criteria of our application.  In terms of our imaginary scenario, at point where the distance between the photographic film and our wire mesh globe reaches a certain value, the image becomes unusable for our purposes.


Figure 3

In order to increase the size of the region for which the approximation is valid, we need to devise a means by which we can get more of the photographic film closer to the wire mesh globe.  That is, reduce as mush as possible the distance between the wire mesh globe and the photographic film.

Perhaps you have already figured this out.  One way to do this is to wrap the photographic film around the wire mesh globe so that it takes on the shape of a cylinder.  See figure 3.  Having done this, a flash from our point source of light produces an image on our special imaginary photographic film similar to that shown in Figure 4.  Where the film actually touched the imaginary wire mesh globe, the lines are clean and crisp, indicating a high degree of validity for our approximation.  Since we wrapped our film around the globe such that the film was touched at the equator, the clean crisp line on our image represents the equator.


Figure 4

North and south of the equator, the lines tend to get fuzzy.  The further north (or south) you go, the fuzzier they get.  Of course, there cannot be any image of the north pole, or the south pole, as there was no photographic film adjacent to either of these features of our wire mesh globe.  Again, our imaginary cartography system illustrates the effect of using a cylinder to improve the effectiveness of approximating the round surface of the earth.  That is, using this technique, we can use the resulting approximation for the entire extent of the equator, and regions close to the equator.  A huge increase in the size of the region in which our approximation is valid.

Does this mean we have to learn “cylindrical geometry” in order to be a surveyor?  Fortunately not.  This is true as the shape represented by the cylinder can easily be flattened out.   That is, by simply unrolling our photographic file, or cutting along the dotted line so to speak, the surface of a cylinder can be turned into a flat plane.  For those of use who are rather clumsy, take heart.  Mathematically this is very easy to do.  (In fact, we did it right here two months ago when we introduced the Platte Carree projection!)

So we have two concepts that are very important to the cartographer, casual or otherwise.  First, we have the concept of a developable surface.  The cylinder is said to be a developable surface as it can be made to lie perfectly flat.  You have to cut it appropriately, but nevertheless the result will lie perfectly flat.  Once the surface is made into a perfectly flat surface, all the techniques of plane geometry can be applied.

Second, we see that we can use the cylindrical shape to significantly improve on the original idea of using a flat plane to approximate the surface of the earth.  That is, instead of simply having one point that is completely true, using the cylinder approach made the entire equator true.  In other words, our approximation now produces precise results anywhere along the entire equator.  Depending upon the accuracy required by the application of our mapping technique, a wide region on either side of the equator now produces acceptable results.

What good is this, you ask?  Colorado (or any other state for that matter) is nowhere near the equator?  This has been a waste of my time!  Well, give me another minute or so.

Is the cylinder the only shape that is developable?  What other shapes could be of value in improving the approximation?  I suspect that most Casual Cartographers already know of one.  The cone.  Like the cylinder, if you “cut along the dotted line”, you can get a cone lie perfectly flat.  The cone is another developable surface.  How can we use the cone to our benefit.  Perhaps even to map Colorado?


Figure 5

Let’s return to our imaginary wise mesh globe.  This time, roll up a piece of your imaginary photographic film so that it takes the shape of a cone, i.e. like a party hat.  Place the party hat on our wire mesh globe (see figure 5) and flash the light.  Figure 6 provides a rendition of what the image of on your photographic film could look like.   As before, where the photographic film actually came in contact with the wire mesh globe, the images of our wire mesh meridians and parallels are in focus.  They are clean and crisp suggesting that in that region, the approximation of using a cone, rather than a flat plane, to approximate the surface of the earth is valid.  Again, as the distance from the clean crisp line increases, the lines get fuzzy, again indicating that the validity of the approximation deteriorates as the distance from the “line of contact” increases.

Take a moment, and compare the results of using the cylinder and the cone.  Notice that the cylinder approach limited the validity of our approximation to the region close to the equator.  (Until next month anyway.)  Notice also, that the affect of using the cone idea enabled us to move the clean crisp line, i.e. the region in which our approximation was valid, to a different parallel.  In fact, depending upon whether we rolled our photographic film into a short fat cone, or a tall skinny cone, we could move the region of validity to any desired parallel.  By creating a cone such that when placed on our wire mesh globe, the point of contact was at 39 degrees north latitude, the result would do reasonably well to map Colorado.  Thus, use of the cone concept greatly increases our ability to get an approximation whose region of validity is where we want it.  That is, someplace other than the equator.

Note that just because we rolled the photographic film into, say, a very short fat cone, or a very skinny tall cone, does not affect the ability to “cut along the dotted line” and make it lie perfectly flat.  See Figure 6. Thus, the cone idea enables us to select the region of our wire mesh globe for which the resulting approximation is valid.


Figure 6

I suspect there are a few Casual Cartographers out there who have figured out that, in reality, the cylinder could also be considered to be a very very very tall cone.  That is a cone that is infinitely tall.  Perhaps not so obvious, is that if you were to try to make the absolutely shortest and fattest cone possible, you would in essence be making a flat plane.  Which gets use right back to where we started all of this.  So, we should understand that the cylinder and the flat plane are really just very special cases of the cone.  However, since us mere mortals haven’t yet figured out how to divide by zero, or where infinity really is, we end up treating these special cases separately.

So, in order to develop a State Plane, an ordinary flat plane is not used directly, the region of validity is just too small for an entire state.  The region in which the flat plane approximation is valid is just too small to be used as a State Plane.  However, all is not lost.  By using the cylinder or cone ideas, the size of the region in which the flat plane approximation is valid can be greatly enlarged.  Thus, State Planes are actually based on either a cylinder or a cone; either of which can be flattened out to actually produce the “plane” upon which a State Plane is actually based.

 

 

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