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Scale (map)

The scale of a map is the ratio of a distance on the map to the corresponding distance on the ground. This simple concept is complicated by the curvature of the Earth's surface, which forces scale to vary across a map. Because of this variation, the concept of scale becomes meaningful in two distinct ways.

A graphical or bar scale. A map would also usually give its scale numerically ("1:50,000", for instance, means that one cm on the map represents 50,000cm of real space, which is 500 meters)
A bar scale with the nominal scale , expressed as both "1cm = 6km" and "1:600 000" (equivalent, because 6km = 600 000cm)

The first way is the ratio of the size of the generating globe to the size of the Earth. The generating globe is a conceptual model to which the Earth is shrunk and from which the map is projected. The ratio of the Earth's size to the generating globe's size is called the nominal scale (= principal scale = representative fraction). Many maps state the nominal scale and may even display a bar scale (sometimes merely called a 'scale') to represent it.

The second distinct concept of scale applies to the variation in scale across a map. It is the ratio of the mapped point's scale to the nominal scale. In this case 'scale' means the scale factor (= point scale = particular scale).

If the region of the map is small enough to ignore Earth's curvature, such as in a town plan, then a single value can be used as the scale without causing measurement errors. In maps covering larger areas, or the whole Earth, the map's scale may be less useful or even useless in measuring distances. The map projection becomes critical in understanding how scale varies throughout the map.[1][2] When scale varies noticeably, it can be accounted for as the scale factor. Tissot's indicatrix is often used to illustrate the variation of point scale across a map.

History

The foundations for quantitative map scaling goes back to ancient China with textual evidence that the idea of map scaling was understood by the second century BC. Ancient Chinese surveyors and cartographers had ample technical resources used to produce maps such as counting rods, carpenter's square's, plumb lines, compasses for drawing circles, and sighting tubes for measuring inclination. Reference frames postulating a nascent coordinate system for identifying locations were hinted by ancient Chinese astronomers that divided the sky into various sectors or lunar lodges.[3]

The Chinese cartographer and geographer Pei Xiu of the Three Kingdoms period created a set of large-area maps that were drawn to scale. He produced a set of principles that stressed the importance of consistent scaling, directional measurements, and adjustments in land measurements in the terrain that was being mapped.[3]

Terminology

Representation of scale

Map scales may be expressed in words (a lexical scale), as a ratio, or as a fraction. Examples are:

'one centimetre to one hundred metres'    or    1:10,000   or    1/10,000
'one inch to one mile'    or    1:63,360    or    1/63,360
'one centimetre to one thousand kilometres'   or   1:100,000,000    or    1/100,000,000.  (The ratio would usually be abbreviated to 1:100M)

Bar scale vs. lexical scale

In addition to the above many maps carry one or more (graphical) bar scales. For example, some modern British maps have three bar scales, one each for kilometres, miles and nautical miles.

A lexical scale in a language known to the user may be easier to visualise than a ratio: if the scale is an inch to two miles and the map user can see two villages that are about two inches apart on the map, then it is easy to work out that the villages are about four miles apart on the ground.

A lexical scale may cause problems if it expressed in a language that the user does not understand or in obsolete or ill-defined units. For example, a scale of one inch to a furlong (1:7920) will be understood by many older people in countries where Imperial units used to be taught in schools. But a scale of one pouce to one league may be about 1:144,000, depending on the cartographer's choice of the many possible definitions for a league, and only a minority of modern users will be familiar with the units used.

Large scale, medium scale, small scale

Contrast to spatial scale.

A map is classified as small scale or large scale or sometimes medium scale. Small scale refers to world maps or maps of large regions such as continents or large nations. In other words, they show large areas of land on a small space. They are called small scale because the representative fraction is relatively small.

Large-scale maps show smaller areas in more detail, such as county maps or town plans might. Such maps are called large scale because the representative fraction is relatively large. For instance a town plan, which is a large-scale map, might be on a scale of 1:10,000, whereas the world map, which is a small scale map, might be on a scale of 1:100,000,000.

The following table describes typical ranges for these scales but should not be considered authoritative because there is no standard:

Classification Range Examples
large scale 1:0 – 1:600,000 1:0.00001 for map of virus; 1:5,000 for walking map of town
medium scale 1:600,000 – 1:2,000,000 Map of a country
small scale 1:2,000,000 – 1:∞ 1:50,000,000 for world map; 1:1021 for map of galaxy

The terms are sometimes used in the absolute sense of the table, but other times in a relative sense. For example, a map reader whose work refers solely to large-scale maps (as tabulated above) might refer to a map at 1:500,000 as small-scale.

In the English language, the word large-scale is often used to mean "extensive". However, as explained above, cartographers use the term "large scale" to refer to less extensive maps – those that show a smaller area. Maps that show an extensive area are "small scale" maps. This can be a cause of confusion.

Scale variation

Mapping large areas causes noticeable distortions because it significantly flattens the curved surface of the earth. How distortion gets distributed depends on the map projection. Scale varies across the map, and the stated map scale is only an approximation. This is discussed in detail below.

Large-scale maps with curvature neglected

The region over which the earth can be regarded as flat depends on the accuracy of the survey measurements. If measured only to the nearest metre, then curvature of the earth is undetectable over a meridian distance of about 100 kilometres (62 mi) and over an east-west line of about 80 km (at a latitude of 45 degrees). If surveyed to the nearest 1 millimetre (0.039 in), then curvature is undetectable over a meridian distance of about 10 km and over an east-west line of about 8 km.[4] Thus a plan of New York City accurate to one metre or a building site plan accurate to one millimetre would both satisfy the above conditions for the neglect of curvature. They can be treated by plane surveying and mapped by scale drawings in which any two points at the same distance on the drawing are at the same distance on the ground. True ground distances are calculated by measuring the distance on the map and then multiplying by the inverse of the scale fraction or, equivalently, simply using dividers to transfer the separation between the points on the map to a bar scale on the map.

Point scale (or particular scale)

As proved by Gauss’s Theorema Egregium, a sphere (or ellipsoid) cannot be projected onto a plane without distortion. This is commonly illustrated by the impossibility of smoothing an orange peel onto a flat surface without tearing and deforming it. The only true representation of a sphere at constant scale is another sphere such as a globe.

Given the limited practical size of globes, we must use maps for detailed mapping. Maps require projections. A projection implies distortion: A constant separation on the map does not correspond to a constant separation on the ground. While a map may display a graphical bar scale, the scale must be used with the understanding that it will be accurate on only some lines of the map. (This is discussed further in the examples in the following sections.)

Let P be a point at latitude   and longitude   on the sphere (or ellipsoid). Let Q be a neighbouring point and let   be the angle between the element PQ and the meridian at P: this angle is the azimuth angle of the element PQ. Let P' and Q' be corresponding points on the projection. The angle between the direction P'Q' and the projection of the meridian is the bearing  . In general  . Comment: this precise distinction between azimuth (on the Earth's surface) and bearing (on the map) is not universally observed, many writers using the terms almost interchangeably.

Definition: the point scale at P is the ratio of the two distances P'Q' and PQ in the limit that Q approaches P. We write this as

 

where the notation indicates that the point scale is a function of the position of P and also the direction of the element PQ.

Definition: if P and Q lie on the same meridian  , the meridian scale is denoted by   .

Definition: if P and Q lie on the same parallel  , the parallel scale is denoted by  .

Definition: if the point scale depends only on position, not on direction, we say that it is isotropic and conventionally denote its value in any direction by the parallel scale factor  .

Definition: A map projection is said to be conformal if the angle between a pair of lines intersecting at a point P is the same as the angle between the projected lines at the projected point P', for all pairs of lines intersecting at point P. A conformal map has an isotropic scale factor. Conversely isotropic scale factors across the map imply a conformal projection.

Isotropy of scale implies that small elements are stretched equally in all directions, that is the shape of a small element is preserved. This is the property of orthomorphism (from Greek 'right shape'). The qualification 'small' means that at some given accuracy of measurement no change can be detected in the scale factor over the element. Since conformal projections have an isotropic scale factor they have also been called orthomorphic projections. For example, the Mercator projection is conformal since it is constructed to preserve angles and its scale factor is isotropic, a function of latitude only: Mercator does preserve shape in small regions.

Definition: on a conformal projection with an isotropic scale, points which have the same scale value may be joined to form the isoscale lines. These are not plotted on maps for end users but they feature in many of the standard texts. (See Snyder[1] pages 203—206.)

The representative fraction (RF) or principal scale

There are two conventions used in setting down the equations of any given projection. For example, the equirectangular cylindrical projection may be written as

cartographers:                
mathematicians:               

Here we shall adopt the first of these conventions (following the usage in the surveys by Snyder). Clearly the above projection equations define positions on a huge cylinder wrapped around the Earth and then unrolled. We say that these coordinates define the projection map which must be distinguished logically from the actual printed (or viewed) maps. If the definition of point scale in the previous section is in terms of the projection map then we can expect the scale factors to be close to unity. For normal tangent cylindrical projections the scale along the equator is k=1 and in general the scale changes as we move off the equator. Analysis of scale on the projection map is an investigation of the change of k away from its true value of unity.

Actual printed maps are produced from the projection map by a constant scaling denoted by a ratio such as 1:100M (for whole world maps) or 1:10000 (for such as town plans). To avoid confusion in the use of the word 'scale' this constant scale fraction is called the representative fraction (RF) of the printed map and it is to be identified with the ratio printed on the map. The actual printed map coordinates for the equirectangular cylindrical projection are

printed map:                

This convention allows a clear distinction of the intrinsic projection scaling and the reduction scaling.

From this point we ignore the RF and work with the projection map.

Visualisation of point scale: the Tissot indicatrix

 
The Winkel tripel projection with Tissot's indicatrix of deformation

Consider a small circle on the surface of the Earth centred at a point P at latitude   and longitude  . Since the point scale varies with position and direction the projection of the circle on the projection will be distorted. Tissot proved that, as long as the distortion is not too great, the circle will become an ellipse on the projection. In general the dimension, shape and orientation of the ellipse will change over the projection. Superimposing these distortion ellipses on the map projection conveys the way in which the point scale is changing over the map. The distortion ellipse is known as Tissot's indicatrix. The example shown here is the Winkel tripel projection, the standard projection for world maps made by the National Geographic Society. The minimum distortion is on the central meridian at latitudes of 30 degrees (North and South). (Other examples[5][6]).

Point scale for normal cylindrical projections of the sphere

 

The key to a quantitative understanding of scale is to consider an infinitesimal element on the sphere. The figure shows a point P at latitude   and longitude   on the sphere. The point Q is at latitude   and longitude  . The lines PK and MQ are arcs of meridians of length   where   is the radius of the sphere and   is in radian measure. The lines PM and KQ are arcs of parallel circles of length   with  in radian measure. In deriving a point property of the projection at P it suffices to take an infinitesimal element PMQK of the surface: in the limit of Q approaching P such an element tends to an infinitesimally small planar rectangle.

 
Infinitesimal elements on the sphere and a normal cylindrical projection

Normal cylindrical projections of the sphere have   and   equal to a function of latitude only. Therefore, the infinitesimal element PMQK on the sphere projects to an infinitesimal element P'M'Q'K' which is an exact rectangle with a base   and height  . By comparing the elements on sphere and projection we can immediately deduce expressions for the scale factors on parallels and meridians. (The treatment of scale in a general direction may be found below.)

parallel scale factor    
meridian scale factor   

Note that the parallel scale factor   is independent of the definition of   so it is the same for all normal cylindrical projections. It is useful to note that

at latitude 30 degrees the parallel scale is  
at latitude 45 degrees the parallel scale is  
at latitude 60 degrees the parallel scale is  
at latitude 80 degrees the parallel scale is  
at latitude 85 degrees the parallel scale is  

The following examples illustrate three normal cylindrical projections and in each case the variation of scale with position and direction is illustrated by the use of Tissot's indicatrix.

Three examples of normal cylindrical projection

The equirectangular projection

 
The equidistant projection with Tissot's indicatrix of deformation

The equirectangular projection,[1][2][4] also known as the Plate Carrée (French for "flat square") or (somewhat misleadingly) the equidistant projection, is defined by

     

where   is the radius of the sphere,   is the longitude from the central meridian of the projection (here taken as the Greenwich meridian at  ) and   is the latitude. Note that   and   are in radians (obtained by multiplying the degree measure by a factor of  /180). The longitude   is in the range   and the latitude   is in the range  .

Since   the previous section gives

parallel scale,   
meridian scale  

For the calculation of the point scale in an arbitrary direction see addendum.

The figure illustrates the Tissot indicatrix for this projection. On the equator h=k=1 and the circular elements are undistorted on projection. At higher latitudes the circles are distorted into an ellipse given by stretching in the parallel direction only: there is no distortion in the meridian direction. The ratio of the major axis to the minor axis is  . Clearly the area of the ellipse increases by the same factor.

It is instructive to consider the use of bar scales that might appear on a printed version of this projection. The scale is true (k=1) on the equator so that multiplying its length on a printed map by the inverse of the RF (or principal scale) gives the actual circumference of the Earth. The bar scale on the map is also drawn at the true scale so that transferring a separation between two points on the equator to the bar scale will give the correct distance between those points. The same is true on the meridians. On a parallel other than the equator the scale is   so when we transfer a separation from a parallel to the bar scale we must divide the bar scale distance by this factor to obtain the distance between the points when measured along the parallel (which is not the true distance along a great circle). On a line at a bearing of say 45 degrees ( ) the scale is continuously varying with latitude and transferring a separation along the line to the bar scale does not give a distance related to the true distance in any simple way. (But see addendum). Even if a distance along this line of constant planar angle could be worked out, its relevance is questionable since such a line on the projection corresponds to a complicated curve on the sphere. For these reasons bar scales on small-scale maps must be used with extreme caution.

Mercator projection

 
The Mercator projection with Tissot's indicatrix of deformation. (The distortion increases without limit at higher latitudes)

The Mercator projection maps the sphere to a rectangle (of infinite extent in the  -direction) by the equations[1][2][4]

 
 

where a,   and   are as in the previous example. Since   the scale factors are:

parallel scale      
meridian scale    

In the mathematical addendum it is shown that the point scale in an arbitrary direction is also equal to   so the scale is isotropic (same in all directions), its magnitude increasing with latitude as  . In the Tissot diagram each infinitesimal circular element preserves its shape but is enlarged more and more as the latitude increases.

Lambert's equal area projection

 
Lambert's normal cylindrical equal-area projection with Tissot's indicatrix of deformation

Lambert's equal area projection maps the sphere to a finite rectangle by the equations[1][2][4]

 

where a,   and   are as in the previous example. Since   the scale factors are

parallel scale       
meridian scale     

The calculation of the point scale in an arbitrary direction is given below.

The vertical and horizontal scales now compensate each other (hk=1) and in the Tissot diagram each infinitesimal circular element is distorted into an ellipse of the same area as the undistorted circles on the equator.

Graphs of scale factors

 

The graph shows the variation of the scale factors for the above three examples. The top plot shows the isotropic Mercator scale function: the scale on the parallel is the same as the scale on the meridian. The other plots show the meridian scale factor for the Equirectangular projection (h=1) and for the Lambert equal area projection. These last two projections have a parallel scale identical to that of the Mercator plot. For the Lambert note that the parallel scale (as Mercator A) increases with latitude and the meridian scale (C) decreases with latitude in such a way that hk=1, guaranteeing area conservation.

Scale variation on the Mercator projection

The Mercator point scale is unity on the equator because it is such that the auxiliary cylinder used in its construction is tangential to the Earth at the equator. For this reason the usual projection should be called a tangent projection. The scale varies with latitude as  . Since   tends to infinity as we approach the poles the Mercator map is grossly distorted at high latitudes and for this reason the projection is totally inappropriate for world maps (unless we are discussing navigation and rhumb lines). However, at a latitude of about 25 degrees the value of   is about 1.1 so Mercator is accurate to within 10% in a strip of width 50 degrees centred on the equator. Narrower strips are better: a strip of width 16 degrees (centred on the equator) is accurate to within 1% or 1 part in 100.

A standard criterion for good large-scale maps is that the accuracy should be within 4 parts in 10,000, or 0.04%, corresponding to  . Since   attains this value at   degrees (see figure below, red line). Therefore, the tangent Mercator projection is highly accurate within a strip of width 3.24 degrees centred on the equator. This corresponds to north-south distance of about 360 km (220 mi). Within this strip Mercator is very good, highly accurate and shape preserving because it is conformal (angle preserving). These observations prompted the development of the transverse Mercator projections in which a meridian is treated 'like an equator' of the projection so that we obtain an accurate map within a narrow distance of that meridian. Such maps are good for countries aligned nearly north-south (like Great Britain) and a set of 60 such maps is used for the Universal Transverse Mercator (UTM). Note that in both these projections (which are based on various ellipsoids) the transformation equations for x and y and the expression for the scale factor are complicated functions of both latitude and longitude.

 
Scale variation near the equator for the tangent (red) and secant (green) Mercator projections.

Secant, or modified, projections

The basic idea of a secant projection is that the sphere is projected to a cylinder which intersects the sphere at two parallels, say   north and south. Clearly the scale is now true at these latitudes whereas parallels beneath these latitudes are contracted by the projection and their (parallel) scale factor must be less than one. The result is that deviation of the scale from unity is reduced over a wider range of latitudes.

 

As an example, one possible secant Mercator projection is defined by

 

The numeric multipliers do not alter the shape of the projection but it does mean that the scale factors are modified:

secant Mercator scale,    

Thus

  • the scale on the equator is 0.9996,
  • the scale is k = 1 at a latitude given by   where   so that   degrees,
  • k=1.0004 at a latitude   given by   for which   degrees. Therefore, the projection has  , that is an accuracy of 0.04%, over a wider strip of 4.58 degrees (compared with 3.24 degrees for the tangent form).

This is illustrated by the lower (green) curve in the figure of the previous section.

Such narrow zones of high accuracy are used in the UTM and the British OSGB projection, both of which are secant, transverse Mercator on the ellipsoid with the scale on the central meridian constant at  . The isoscale lines with   are slightly curved lines approximately 180 km east and west of the central meridian. The maximum value of the scale factor is 1.001 for UTM and 1.0007 for OSGB.

The lines of unit scale at latitude   (north and south), where the cylindrical projection surface intersects the sphere, are the standard parallels of the secant projection.

Whilst a narrow band with   is important for high accuracy mapping at a large scale, for world maps much wider spaced standard parallels are used to control the scale variation. Examples are

  • Behrmann with standard parallels at 30N, 30S.
  • Gall equal area with standard parallels at 45N, 45S.
 
Scale variation for the Lambert (green) and Gall (red) equal area projections.

The scale plots for the latter are shown below compared with the Lambert equal area scale factors. In the latter the equator is a single standard parallel and the parallel scale increases from k=1 to compensate the decrease in the meridian scale. For the Gall the parallel scale is reduced at the equator (to k=0.707) whilst the meridian scale is increased (to k=1.414). This gives rise to the gross distortion of shape in the Gall-Peters projection. (On the globe Africa is about as long as it is broad). Note that the meridian and parallel scales are both unity on the standard parallels.

Mathematical addendum

 
Infinitesimal elements on the sphere and a normal cylindrical projection

For normal cylindrical projections the geometry of the infinitesimal elements gives

 
 

The relationship between the angles   and   is

 

For the Mercator projection   giving  : angles are preserved. (Hardly surprising since this is the relation used to derive Mercator). For the equidistant and Lambert projections we have   and   respectively so the relationship between   and   depends upon the latitude  . Denote the point scale at P when the infinitesimal element PQ makes an angle   with the meridian by   It is given by the ratio of distances:

 

Setting   and substituting   and   from equations (a) and (b) respectively gives

 

For the projections other than Mercator we must first calculate   from   and   using equation (c), before we can find  . For example, the equirectangular projection has   so that

 

If we consider a line of constant slope   on the projection both the corresponding value of   and the scale factor along the line are complicated functions of  . There is no simple way of transferring a general finite separation to a bar scale and obtaining meaningful results.

Ratio symbol

While the colon is often used to express ratios, Unicode can express a symbol specific to ratios, being slightly raised: U+2236 RATIO (∶).

See also

References

  1. ^ a b c d e Snyder, John P. (1987). Map Projections - A Working Manual. U.S. Geological Survey Professional Paper 1395. United States Government Printing Office, Washington, D.C.This paper can be downloaded from USGS pages. It gives full details of most projections, together with introductory sections, but it does not derive any of the projections from first principles. Derivation of all the formulae for the Mercator projections may be found in The Mercator Projections.
  2. ^ a b c d Flattening the Earth: Two Thousand Years of Map Projections, John P. Snyder, 1993, pp. 5-8, ISBN 0-226-76747-7. This is a survey of virtually all known projections from antiquity to 1993.
  3. ^ a b Selin, Helaine (2008). Encyclopaedia of the History of Science, Technology, and Medicine in Non-Western Cultures. Springer (published March 17, 2008). p. 567. ISBN 978-1402049606.
  4. ^ a b c d Osborne, Peter (2013), The Mercator Projections, doi:10.5281/zenodo.35392. (Supplements: Maxima files and Latex code and figures) {{citation}}: External link in |postscript= (help)CS1 maint: postscript (link)
  5. ^ Examples of Tissot's indicatrix. Some illustrations of the Tissot Indicatrix applied to a variety of projections other than normal cylindrical.
  6. ^ Further examples of Tissot's indicatrix at Wikimedia Commons.

scale, this, article, about, scale, nominal, scale, principal, scale, representative, fraction, scale, factor, scale, linear, scale, other, uses, scale, scale, ratio, distance, corresponding, distance, ground, this, simple, concept, complicated, curvature, ear. This article is about scale nominal scale principal scale representative fraction and scale factor of a map For bar scale on a map see Linear scale For other uses see Scale The scale of a map is the ratio of a distance on the map to the corresponding distance on the ground This simple concept is complicated by the curvature of the Earth s surface which forces scale to vary across a map Because of this variation the concept of scale becomes meaningful in two distinct ways A graphical or bar scale A map would also usually give its scale numerically 1 50 000 for instance means that one cm on the map represents 50 000cm of real space which is 500 meters A bar scale with the nominal scale expressed as both 1cm 6km and 1 600 000 equivalent because 6km 600 000cm The first way is the ratio of the size of the generating globe to the size of the Earth The generating globe is a conceptual model to which the Earth is shrunk and from which the map is projected The ratio of the Earth s size to the generating globe s size is called the nominal scale principal scale representative fraction Many maps state the nominal scale and may even display a bar scale sometimes merely called a scale to represent it The second distinct concept of scale applies to the variation in scale across a map It is the ratio of the mapped point s scale to the nominal scale In this case scale means the scale factor point scale particular scale If the region of the map is small enough to ignore Earth s curvature such as in a town plan then a single value can be used as the scale without causing measurement errors In maps covering larger areas or the whole Earth the map s scale may be less useful or even useless in measuring distances The map projection becomes critical in understanding how scale varies throughout the map 1 2 When scale varies noticeably it can be accounted for as the scale factor Tissot s indicatrix is often used to illustrate the variation of point scale across a map Contents 1 History 2 Terminology 2 1 Representation of scale 2 2 Bar scale vs lexical scale 2 3 Large scale medium scale small scale 2 4 Scale variation 3 Large scale maps with curvature neglected 4 Point scale or particular scale 4 1 The representative fraction RF or principal scale 4 2 Visualisation of point scale the Tissot indicatrix 4 3 Point scale for normal cylindrical projections of the sphere 4 4 Three examples of normal cylindrical projection 4 4 1 The equirectangular projection 4 4 2 Mercator projection 4 4 3 Lambert s equal area projection 4 4 4 Graphs of scale factors 4 5 Scale variation on the Mercator projection 4 6 Secant or modified projections 4 7 Mathematical addendum 5 Ratio symbol 6 See also 7 ReferencesHistory EditThe foundations for quantitative map scaling goes back to ancient China with textual evidence that the idea of map scaling was understood by the second century BC Ancient Chinese surveyors and cartographers had ample technical resources used to produce maps such as counting rods carpenter s square s plumb lines compasses for drawing circles and sighting tubes for measuring inclination Reference frames postulating a nascent coordinate system for identifying locations were hinted by ancient Chinese astronomers that divided the sky into various sectors or lunar lodges 3 The Chinese cartographer and geographer Pei Xiu of the Three Kingdoms period created a set of large area maps that were drawn to scale He produced a set of principles that stressed the importance of consistent scaling directional measurements and adjustments in land measurements in the terrain that was being mapped 3 Terminology EditRepresentation of scale Edit Map scales may be expressed in words a lexical scale as a ratio or as a fraction Examples are one centimetre to one hundred metres or 1 10 000 or 1 10 000 one inch to one mile or 1 63 360 or 1 63 360 one centimetre to one thousand kilometres or 1 100 000 000 or 1 100 000 000 The ratio would usually be abbreviated to 1 100M dd Bar scale vs lexical scale Edit In addition to the above many maps carry one or more graphical bar scales For example some modern British maps have three bar scales one each for kilometres miles and nautical miles A lexical scale in a language known to the user may be easier to visualise than a ratio if the scale is an inch to two miles and the map user can see two villages that are about two inches apart on the map then it is easy to work out that the villages are about four miles apart on the ground A lexical scale may cause problems if it expressed in a language that the user does not understand or in obsolete or ill defined units For example a scale of one inch to a furlong 1 7920 will be understood by many older people in countries where Imperial units used to be taught in schools But a scale of one pouce to one league may be about 1 144 000 depending on the cartographer s choice of the many possible definitions for a league and only a minority of modern users will be familiar with the units used Large scale medium scale small scale Edit Contrast to spatial scale A map is classified as small scale or large scale or sometimes medium scale Small scale refers to world maps or maps of large regions such as continents or large nations In other words they show large areas of land on a small space They are called small scale because the representative fraction is relatively small Large scale maps show smaller areas in more detail such as county maps or town plans might Such maps are called large scale because the representative fraction is relatively large For instance a town plan which is a large scale map might be on a scale of 1 10 000 whereas the world map which is a small scale map might be on a scale of 1 100 000 000 The following table describes typical ranges for these scales but should not be considered authoritative because there is no standard Classification Range Exampleslarge scale 1 0 1 600 000 1 0 00001 for map of virus 1 5 000 for walking map of townmedium scale 1 600 000 1 2 000 000 Map of a countrysmall scale 1 2 000 000 1 1 50 000 000 for world map 1 1021 for map of galaxyThe terms are sometimes used in the absolute sense of the table but other times in a relative sense For example a map reader whose work refers solely to large scale maps as tabulated above might refer to a map at 1 500 000 as small scale In the English language the word large scale is often used to mean extensive However as explained above cartographers use the term large scale to refer to less extensive maps those that show a smaller area Maps that show an extensive area are small scale maps This can be a cause of confusion Scale variation Edit Mapping large areas causes noticeable distortions because it significantly flattens the curved surface of the earth How distortion gets distributed depends on the map projection Scale varies across the map and the stated map scale is only an approximation This is discussed in detail below Large scale maps with curvature neglected EditThe region over which the earth can be regarded as flat depends on the accuracy of the survey measurements If measured only to the nearest metre then curvature of the earth is undetectable over a meridian distance of about 100 kilometres 62 mi and over an east west line of about 80 km at a latitude of 45 degrees If surveyed to the nearest 1 millimetre 0 039 in then curvature is undetectable over a meridian distance of about 10 km and over an east west line of about 8 km 4 Thus a plan of New York City accurate to one metre or a building site plan accurate to one millimetre would both satisfy the above conditions for the neglect of curvature They can be treated by plane surveying and mapped by scale drawings in which any two points at the same distance on the drawing are at the same distance on the ground True ground distances are calculated by measuring the distance on the map and then multiplying by the inverse of the scale fraction or equivalently simply using dividers to transfer the separation between the points on the map to a bar scale on the map Point scale or particular scale EditSee also Scale As proved by Gauss s Theorema Egregium a sphere or ellipsoid cannot be projected onto a plane without distortion This is commonly illustrated by the impossibility of smoothing an orange peel onto a flat surface without tearing and deforming it The only true representation of a sphere at constant scale is another sphere such as a globe Given the limited practical size of globes we must use maps for detailed mapping Maps require projections A projection implies distortion A constant separation on the map does not correspond to a constant separation on the ground While a map may display a graphical bar scale the scale must be used with the understanding that it will be accurate on only some lines of the map This is discussed further in the examples in the following sections Let P be a point at latitude f displaystyle varphi and longitude l displaystyle lambda on the sphere or ellipsoid Let Q be a neighbouring point and let a displaystyle alpha be the angle between the element PQ and the meridian at P this angle is the azimuth angle of the element PQ Let P and Q be corresponding points on the projection The angle between the direction P Q and the projection of the meridian is the bearing b displaystyle beta In general a b displaystyle alpha neq beta Comment this precise distinction between azimuth on the Earth s surface and bearing on the map is not universally observed many writers using the terms almost interchangeably Definition the point scale at P is the ratio of the two distances P Q and PQ in the limit that Q approaches P We write this as m l f a lim Q P P Q P Q displaystyle mu lambda varphi alpha lim Q to P frac P Q PQ dd where the notation indicates that the point scale is a function of the position of P and also the direction of the element PQ Definition if P and Q lie on the same meridian a 0 displaystyle alpha 0 the meridian scale is denoted by h l f displaystyle h lambda varphi Definition if P and Q lie on the same parallel a p 2 displaystyle alpha pi 2 the parallel scale is denoted by k l f displaystyle k lambda varphi Definition if the point scale depends only on position not on direction we say that it is isotropic and conventionally denote its value in any direction by the parallel scale factor k l f displaystyle k lambda varphi Definition A map projection is said to be conformal if the angle between a pair of lines intersecting at a point P is the same as the angle between the projected lines at the projected point P for all pairs of lines intersecting at point P A conformal map has an isotropic scale factor Conversely isotropic scale factors across the map imply a conformal projection Isotropy of scale implies that small elements are stretched equally in all directions that is the shape of a small element is preserved This is the property of orthomorphism from Greek right shape The qualification small means that at some given accuracy of measurement no change can be detected in the scale factor over the element Since conformal projections have an isotropic scale factor they have also been called orthomorphic projections For example the Mercator projection is conformal since it is constructed to preserve angles and its scale factor is isotropic a function of latitude only Mercator does preserve shape in small regions Definition on a conformal projection with an isotropic scale points which have the same scale value may be joined to form the isoscale lines These are not plotted on maps for end users but they feature in many of the standard texts See Snyder 1 pages 203 206 The representative fraction RF or principal scale Edit There are two conventions used in setting down the equations of any given projection For example the equirectangular cylindrical projection may be written as cartographers x a l displaystyle x a lambda y a f displaystyle y a varphi mathematicians x l displaystyle x lambda y f displaystyle y varphi Here we shall adopt the first of these conventions following the usage in the surveys by Snyder Clearly the above projection equations define positions on a huge cylinder wrapped around the Earth and then unrolled We say that these coordinates define the projection map which must be distinguished logically from the actual printed or viewed maps If the definition of point scale in the previous section is in terms of the projection map then we can expect the scale factors to be close to unity For normal tangent cylindrical projections the scale along the equator is k 1 and in general the scale changes as we move off the equator Analysis of scale on the projection map is an investigation of the change of k away from its true value of unity Actual printed maps are produced from the projection map by a constant scaling denoted by a ratio such as 1 100M for whole world maps or 1 10000 for such as town plans To avoid confusion in the use of the word scale this constant scale fraction is called the representative fraction RF of the printed map and it is to be identified with the ratio printed on the map The actual printed map coordinates for the equirectangular cylindrical projection are printed map x R F a l displaystyle x RF a lambda y R F a f displaystyle y RF a varphi This convention allows a clear distinction of the intrinsic projection scaling and the reduction scaling From this point we ignore the RF and work with the projection map Visualisation of point scale the Tissot indicatrix Edit Main article Tissot indicatrix The Winkel tripel projection with Tissot s indicatrix of deformation Consider a small circle on the surface of the Earth centred at a point P at latitude f displaystyle varphi and longitude l displaystyle lambda Since the point scale varies with position and direction the projection of the circle on the projection will be distorted Tissot proved that as long as the distortion is not too great the circle will become an ellipse on the projection In general the dimension shape and orientation of the ellipse will change over the projection Superimposing these distortion ellipses on the map projection conveys the way in which the point scale is changing over the map The distortion ellipse is known as Tissot s indicatrix The example shown here is the Winkel tripel projection the standard projection for world maps made by the National Geographic Society The minimum distortion is on the central meridian at latitudes of 30 degrees North and South Other examples 5 6 Point scale for normal cylindrical projections of the sphere Edit The key to a quantitative understanding of scale is to consider an infinitesimal element on the sphere The figure shows a point P at latitude f displaystyle varphi and longitude l displaystyle lambda on the sphere The point Q is at latitude f d f displaystyle varphi delta varphi and longitude l d l displaystyle lambda delta lambda The lines PK and MQ are arcs of meridians of length a d f displaystyle a delta varphi where a displaystyle a is the radius of the sphere and f displaystyle varphi is in radian measure The lines PM and KQ are arcs of parallel circles of length a cos f d l displaystyle a cos varphi delta lambda withl displaystyle lambda in radian measure In deriving a point property of the projection at P it suffices to take an infinitesimal element PMQK of the surface in the limit of Q approaching P such an element tends to an infinitesimally small planar rectangle Infinitesimal elements on the sphere and a normal cylindrical projection Normal cylindrical projections of the sphere have x a l displaystyle x a lambda and y displaystyle y equal to a function of latitude only Therefore the infinitesimal element PMQK on the sphere projects to an infinitesimal element P M Q K which is an exact rectangle with a base d x a d l displaystyle delta x a delta lambda and height d y displaystyle delta y By comparing the elements on sphere and projection we can immediately deduce expressions for the scale factors on parallels and meridians The treatment of scale in a general direction may be found below parallel scale factor k d x a cos f d l sec f displaystyle quad k dfrac delta x a cos varphi delta lambda sec varphi qquad qquad meridian scale factor h d y a d f y f a displaystyle quad h dfrac delta y a delta varphi dfrac y varphi a dd Note that the parallel scale factor k sec f displaystyle k sec varphi is independent of the definition of y f displaystyle y varphi so it is the same for all normal cylindrical projections It is useful to note that at latitude 30 degrees the parallel scale is k sec 30 2 3 1 15 displaystyle k sec 30 circ 2 sqrt 3 1 15 at latitude 45 degrees the parallel scale is k sec 45 2 1 414 displaystyle k sec 45 circ sqrt 2 1 414 at latitude 60 degrees the parallel scale is k sec 60 2 displaystyle k sec 60 circ 2 at latitude 80 degrees the parallel scale is k sec 80 5 76 displaystyle k sec 80 circ 5 76 at latitude 85 degrees the parallel scale is k sec 85 11 5 displaystyle k sec 85 circ 11 5 dd The following examples illustrate three normal cylindrical projections and in each case the variation of scale with position and direction is illustrated by the use of Tissot s indicatrix Three examples of normal cylindrical projection Edit The equirectangular projection Edit The equidistant projection with Tissot s indicatrix of deformation The equirectangular projection 1 2 4 also known as the Plate Carree French for flat square or somewhat misleadingly the equidistant projection is defined by x a l displaystyle x a lambda y a f displaystyle y a varphi where a displaystyle a is the radius of the sphere l displaystyle lambda is the longitude from the central meridian of the projection here taken as the Greenwich meridian at l 0 displaystyle lambda 0 and f displaystyle varphi is the latitude Note that l displaystyle lambda and f displaystyle varphi are in radians obtained by multiplying the degree measure by a factor of p displaystyle pi 180 The longitude l displaystyle lambda is in the range p p displaystyle pi pi and the latitude f displaystyle varphi is in the range p 2 p 2 displaystyle pi 2 pi 2 Since y f 1 displaystyle y varphi 1 the previous section gives parallel scale k d x a cos f d l sec f displaystyle quad k dfrac delta x a cos varphi delta lambda sec varphi qquad qquad meridian scale h d y a d f 1 displaystyle quad h dfrac delta y a delta varphi 1 For the calculation of the point scale in an arbitrary direction see addendum The figure illustrates the Tissot indicatrix for this projection On the equator h k 1 and the circular elements are undistorted on projection At higher latitudes the circles are distorted into an ellipse given by stretching in the parallel direction only there is no distortion in the meridian direction The ratio of the major axis to the minor axis is sec f displaystyle sec varphi Clearly the area of the ellipse increases by the same factor It is instructive to consider the use of bar scales that might appear on a printed version of this projection The scale is true k 1 on the equator so that multiplying its length on a printed map by the inverse of the RF or principal scale gives the actual circumference of the Earth The bar scale on the map is also drawn at the true scale so that transferring a separation between two points on the equator to the bar scale will give the correct distance between those points The same is true on the meridians On a parallel other than the equator the scale is sec f displaystyle sec varphi so when we transfer a separation from a parallel to the bar scale we must divide the bar scale distance by this factor to obtain the distance between the points when measured along the parallel which is not the true distance along a great circle On a line at a bearing of say 45 degrees b 45 displaystyle beta 45 circ the scale is continuously varying with latitude and transferring a separation along the line to the bar scale does not give a distance related to the true distance in any simple way But see addendum Even if a distance along this line of constant planar angle could be worked out its relevance is questionable since such a line on the projection corresponds to a complicated curve on the sphere For these reasons bar scales on small scale maps must be used with extreme caution Mercator projection Edit The Mercator projection with Tissot s indicatrix of deformation The distortion increases without limit at higher latitudes The Mercator projection maps the sphere to a rectangle of infinite extent in the y displaystyle y direction by the equations 1 2 4 x a l displaystyle x a lambda y a ln tan p 4 f 2 displaystyle y a ln left tan left frac pi 4 frac varphi 2 right right where a l displaystyle lambda and f displaystyle varphi are as in the previous example Since y f a sec f displaystyle y varphi a sec varphi the scale factors are parallel scale k d x a cos f d l sec f displaystyle k dfrac delta x a cos varphi delta lambda sec varphi meridian scale h d y a d f sec f displaystyle h dfrac delta y a delta varphi sec varphi In the mathematical addendum it is shown that the point scale in an arbitrary direction is also equal to sec f displaystyle sec varphi so the scale is isotropic same in all directions its magnitude increasing with latitude as sec f displaystyle sec varphi In the Tissot diagram each infinitesimal circular element preserves its shape but is enlarged more and more as the latitude increases Lambert s equal area projection Edit Lambert s normal cylindrical equal area projection with Tissot s indicatrix of deformation Lambert s equal area projection maps the sphere to a finite rectangle by the equations 1 2 4 x a l y a sin f displaystyle x a lambda qquad qquad y a sin varphi where a l displaystyle lambda and f displaystyle varphi are as in the previous example Since y f cos f displaystyle y varphi cos varphi the scale factors are parallel scale k d x a cos f d l sec f displaystyle quad k dfrac delta x a cos varphi delta lambda sec varphi qquad qquad meridian scale h d y a d f cos f displaystyle quad h dfrac delta y a delta varphi cos varphi The calculation of the point scale in an arbitrary direction is given below The vertical and horizontal scales now compensate each other hk 1 and in the Tissot diagram each infinitesimal circular element is distorted into an ellipse of the same area as the undistorted circles on the equator Graphs of scale factors Edit The graph shows the variation of the scale factors for the above three examples The top plot shows the isotropic Mercator scale function the scale on the parallel is the same as the scale on the meridian The other plots show the meridian scale factor for the Equirectangular projection h 1 and for the Lambert equal area projection These last two projections have a parallel scale identical to that of the Mercator plot For the Lambert note that the parallel scale as Mercator A increases with latitude and the meridian scale C decreases with latitude in such a way that hk 1 guaranteeing area conservation Scale variation on the Mercator projection Edit The Mercator point scale is unity on the equator because it is such that the auxiliary cylinder used in its construction is tangential to the Earth at the equator For this reason the usual projection should be called a tangent projection The scale varies with latitude as k sec f displaystyle k sec varphi Since sec f displaystyle sec varphi tends to infinity as we approach the poles the Mercator map is grossly distorted at high latitudes and for this reason the projection is totally inappropriate for world maps unless we are discussing navigation and rhumb lines However at a latitude of about 25 degrees the value of sec f displaystyle sec varphi is about 1 1 so Mercator is accurate to within 10 in a strip of width 50 degrees centred on the equator Narrower strips are better a strip of width 16 degrees centred on the equator is accurate to within 1 or 1 part in 100 A standard criterion for good large scale maps is that the accuracy should be within 4 parts in 10 000 or 0 04 corresponding to k 1 0004 displaystyle k 1 0004 Since sec f displaystyle sec varphi attains this value at f 1 62 displaystyle varphi 1 62 degrees see figure below red line Therefore the tangent Mercator projection is highly accurate within a strip of width 3 24 degrees centred on the equator This corresponds to north south distance of about 360 km 220 mi Within this strip Mercator is very good highly accurate and shape preserving because it is conformal angle preserving These observations prompted the development of the transverse Mercator projections in which a meridian is treated like an equator of the projection so that we obtain an accurate map within a narrow distance of that meridian Such maps are good for countries aligned nearly north south like Great Britain and a set of 60 such maps is used for the Universal Transverse Mercator UTM Note that in both these projections which are based on various ellipsoids the transformation equations for x and y and the expression for the scale factor are complicated functions of both latitude and longitude Scale variation near the equator for the tangent red and secant green Mercator projections Secant or modified projections Edit The basic idea of a secant projection is that the sphere is projected to a cylinder which intersects the sphere at two parallels say f 1 displaystyle varphi 1 north and south Clearly the scale is now true at these latitudes whereas parallels beneath these latitudes are contracted by the projection and their parallel scale factor must be less than one The result is that deviation of the scale from unity is reduced over a wider range of latitudes As an example one possible secant Mercator projection is defined by x 0 9996 a l y 0 9996 a ln tan p 4 f 2 displaystyle x 0 9996a lambda qquad qquad y 0 9996a ln left tan left frac pi 4 frac varphi 2 right right The numeric multipliers do not alter the shape of the projection but it does mean that the scale factors are modified secant Mercator scale k 0 9996 sec f displaystyle quad k 0 9996 sec varphi dd dd Thus the scale on the equator is 0 9996 the scale is k 1 at a latitude given by f 1 displaystyle varphi 1 where sec f 1 1 0 9996 1 00004 displaystyle sec varphi 1 1 0 9996 1 00004 so that f 1 1 62 displaystyle varphi 1 1 62 degrees k 1 0004 at a latitude f 2 displaystyle varphi 2 given by sec f 2 1 0004 0 9996 1 0008 displaystyle sec varphi 2 1 0004 0 9996 1 0008 for which f 2 2 29 displaystyle varphi 2 2 29 degrees Therefore the projection has 1 lt k lt 1 0004 displaystyle 1 lt k lt 1 0004 that is an accuracy of 0 04 over a wider strip of 4 58 degrees compared with 3 24 degrees for the tangent form This is illustrated by the lower green curve in the figure of the previous section Such narrow zones of high accuracy are used in the UTM and the British OSGB projection both of which are secant transverse Mercator on the ellipsoid with the scale on the central meridian constant at k 0 0 9996 displaystyle k 0 0 9996 The isoscale lines with k 1 displaystyle k 1 are slightly curved lines approximately 180 km east and west of the central meridian The maximum value of the scale factor is 1 001 for UTM and 1 0007 for OSGB The lines of unit scale at latitude f 1 displaystyle varphi 1 north and south where the cylindrical projection surface intersects the sphere are the standard parallels of the secant projection Whilst a narrow band with k 1 lt 0 0004 displaystyle k 1 lt 0 0004 is important for high accuracy mapping at a large scale for world maps much wider spaced standard parallels are used to control the scale variation Examples are Behrmann with standard parallels at 30N 30S Gall equal area with standard parallels at 45N 45S Scale variation for the Lambert green and Gall red equal area projections The scale plots for the latter are shown below compared with the Lambert equal area scale factors In the latter the equator is a single standard parallel and the parallel scale increases from k 1 to compensate the decrease in the meridian scale For the Gall the parallel scale is reduced at the equator to k 0 707 whilst the meridian scale is increased to k 1 414 This gives rise to the gross distortion of shape in the Gall Peters projection On the globe Africa is about as long as it is broad Note that the meridian and parallel scales are both unity on the standard parallels Mathematical addendum Edit Infinitesimal elements on the sphere and a normal cylindrical projection For normal cylindrical projections the geometry of the infinitesimal elements gives a tan a a cos f d l a d f displaystyle text a quad tan alpha frac a cos varphi delta lambda a delta varphi b tan b d x d y a d l d y displaystyle text b quad tan beta frac delta x delta y frac a delta lambda delta y dd The relationship between the angles b displaystyle beta and a displaystyle alpha is c tan b a sec f y f tan a displaystyle text c quad tan beta frac a sec varphi y varphi tan alpha dd For the Mercator projection y f a sec f displaystyle y varphi a sec varphi giving a b displaystyle alpha beta angles are preserved Hardly surprising since this is the relation used to derive Mercator For the equidistant and Lambert projections we have y f a displaystyle y varphi a and y f a cos f displaystyle y varphi a cos varphi respectively so the relationship between a displaystyle alpha and b displaystyle beta depends upon the latitude f displaystyle varphi Denote the point scale at P when the infinitesimal element PQ makes an angle a displaystyle alpha with the meridian by m a displaystyle mu alpha It is given by the ratio of distances m a lim Q P P Q P Q lim Q P d x 2 d y 2 a 2 d f 2 a 2 cos 2 f d l 2 displaystyle mu alpha lim Q to P frac P Q PQ lim Q to P frac sqrt delta x 2 delta y 2 sqrt a 2 delta varphi 2 a 2 cos 2 varphi delta lambda 2 dd Setting d x a d l displaystyle delta x a delta lambda and substituting d f displaystyle delta varphi and d y displaystyle delta y from equations a and b respectively gives m a f sec f sin a sin b displaystyle mu alpha varphi sec varphi left frac sin alpha sin beta right dd For the projections other than Mercator we must first calculate b displaystyle beta from a displaystyle alpha and f displaystyle varphi using equation c before we can find m a displaystyle mu alpha For example the equirectangular projection has y a displaystyle y a so that tan b sec f tan a displaystyle tan beta sec varphi tan alpha dd If we consider a line of constant slope b displaystyle beta on the projection both the corresponding value of a displaystyle alpha and the scale factor along the line are complicated functions of f displaystyle varphi There is no simple way of transferring a general finite separation to a bar scale and obtaining meaningful results Ratio symbol EditWhile the colon is often used to express ratios Unicode can express a symbol specific to ratios being slightly raised U 2236 RATIO amp ratio See also Edit Wikimedia Commons has media related to Graphical scales Geographic distance Scale analytical tool Scale ratio Scaling geometry Spatial scaleReferences Edit a b c d e Snyder John P 1987 Map Projections A Working Manual U S Geological Survey Professional Paper 1395 United States Government Printing Office Washington D C This paper can be downloaded from USGS pages It gives full details of most projections together with introductory sections but it does not derive any of the projections from first principles Derivation of all the formulae for the Mercator projections may be found in The Mercator Projections a b c d Flattening the Earth Two Thousand Years of Map Projections John P Snyder 1993 pp 5 8 ISBN 0 226 76747 7 This is a survey of virtually all known projections from antiquity to 1993 a b Selin Helaine 2008 Encyclopaedia of the History of Science Technology and Medicine in Non Western Cultures Springer published March 17 2008 p 567 ISBN 978 1402049606 a b c d Osborne Peter 2013 The Mercator Projections doi 10 5281 zenodo 35392 Supplements Maxima files and Latex code and figures a href Template Citation html title Template Citation citation a External link in code class cs1 code postscript code help CS1 maint postscript link Examples of Tissot s indicatrix Some illustrations of the Tissot Indicatrix applied to a variety of projections other than normal cylindrical Further examples of Tissot s indicatrix at Wikimedia Commons Retrieved from https en wikipedia org w index php title Scale map amp oldid 1129478481, wikipedia, wiki, book, books, library,

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