Basic Definitions and Concepts
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"To project" means transferring Earth features to a suitable
surface, like a tangent plane or a truncated secant
cone. Regions nearer the surface are usually better
presented.
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| Cones and cylinders can be
useful intermediary surfaces, but the darker conversion paths
unavoidably incur in distortion.
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Maps, Globes and Projections
Any study in geography requires a reduced model of the Earth, like a
globe or map. Neither is
perfect: a globe is seldom practical, and flat maps are never free from errors.
Selecting or creating a good map involves interesting choices and
trade-offs.
What's a Projection?
A cartographical map projection is a formal process which converts (mathematically
speaking, maps) features between a
spherical or ellipsoidal surface and a projection surface,
often flat. Although many projections have been designed, just a few
are currently in widespread use. Some were once historically
important but were superseded by better options, some are useful only
in very specialized contexts, while others are little more than
fanciful curiosities.
Projection Surfaces
The map's support, the projection surface is usually created, i.e.,
developed, conceptually touching the
mapped sphere in one (surface is tangent) or more (surface
is secant) regions. Intuitively, portions near the touching
regions depart less from the original spherical shell and
are more faithfully reproduced. Some projections
are actually composites, fitting separate surfaces to different
regions of the map: overall error is reduced at the cost of
greater complexity.
Sometimes a conceptual
auxiliary surface like a cone, open cylinder, ellipsoid or
torus is employed: sphere features are transferred to that
surface (many times by the laws of perspective), which is then
flattened. Many projections are classified as "cylindrical"
or "conic"; however, for most of them, the naming is just an
analogy or didactic device, since they aren't actually
developed on an intermediary surface; rather, the
resulting map can be rolled onto a tube or a cone.
The Unavoidable Distortion
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Two quasi-orthographic
views of a sphere (plus polar axis) divided in eight equal
sections, surrounded by four maps at the same
scale using, clockwise from top right:
azimuthal equidistant,
Lambert's equal-area cylindrical,
Maurer's equal-area star with four lobes,
Winkel Tripel projections.
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A few selected projections illustrate how the same spherical data
can be stretched, compressed, twisted and otherwise distorted
in different ways.
The azimuthal equidistant map has interesting
properties regarding directions and distance from the central pole,
but the outer hemisphere is greatly stretched: its pole becomes a circle.
Both poles become lines in the equal-area cylindrical map,
but it covers the same area as the original sphere; also, all octants
have identical shape. This particular star projection has unequal
octants and marked loss of continuity; however, it also preserves area.
In the Winkel Tripel map, octants have different shapes, area is
changed and poles are linear, but overall distortion is subjectively
smaller. Finally, the orthographic views, projections themselves, show
only part of the sphere.
All projections suffer from some distortion; none is "best" for
all purposes. Octants would assume even stranger shapes in oblique aspects.
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No matter how sophisticated the projection process, the original
surface's features can never be perfectly converted to a flat map:
distortion, great or small, is always present in at
least one region of planar maps of a sphere. Distortion is a false
presentation of angles, shapes, distances and areas, in any degree or
combination.
Every map projection has a characteristic
distortion pattern.
An important part of the cartographic process is
understanding distortion and choosing the best combination of
projection, mapped area and coordinate origin minimizing it
for each job.
Cones and cylinders are developable surfaces with
zero Gaussian curvature (in a nutshell, at every point passes a
straight line wholly contained in the surface). Distortion always
occur when mapping a sphere onto a cone or cylinder, but their
reprojection onto a plane incurs in no further errors.
Another key feature of any map is the orientation (relative to
the sphere) of the conceptual projection surface.
A particular projection may be employed in several
aspects, roughly defined by the graticule lay-out and
the sphere's region nearest the projection surface, commonly the
center of a whole-world map:
- a polar map aligns the Earth axis with the projection
system's, thus one of its poles lies at the map's conceptual center;
- an equatorial map is centered on the Equator, which
is set across one of the map's major axes (mostly horizontally);
- an oblique map has neither the polar axis nor the
equatorial plane aligned with the projection system.
Also,
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the most "natural" aspect of a projection, called normal,
conventional, direct or
regular, is ordinarily determined by geometric
constraints; it often demands the simplest calculation and produces
the most straightforward graticule. The polar aspect is the normal one for the
azimuthal and
conic
groups of projections, while the equatorial is the normal
for
cylindrical
and
pseudocylindrical
groups.
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the transverse aspect
frequently resembles the normal one, except by a simple rotation of
90°.
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| Normal
| Transverse
| Oblique
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| (equatorial)
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| (equatorial)
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| (polar)
| (seldom used)
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Three (normal, transverse and oblique) aspects applied to three
(azimuthal equal-area,
Gall's stereographic
cylindrical and
Albers's conic)
projections with different tangent projection surfaces in blue (just a
few of infinitely many possible oblique maps are presented). Some
projections may actually be derived via perspective geometry; for
most, however, surfaces are only illustrative: the map may be laid on
a developable surface, but is not calculated from it.
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Distinctive graticules of some projection groups (radially symmetric
meridians in azimuthal and conic maps, rectangular grid in cylindrical
maps) are only realized using their simple, normal aspects. Trivial
rotations of the finished map, like turning it sideways or
upside-down, leave both aspect and projection unchanged. On the other
hand, modifying the aspect does not affect either represented area
or the shape of the whole map.
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Theoretically (especially supposing a spherical Earth) any
projection may be applied in any aspect: after all, the
parallel/meridian system is a convention which might have
origins anywhere, although it is hard imagining others more
useful than the poles. However, many projections are
almost always used in particular aspects:
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their properties may be less useful otherwise. E.g., many factors
like temperature, disease prevalence and biodiversity depend on
climate, thus roughly on latitude; for projections with constant
parallel spacing, on equatorial aspects latitude is directly converted
to vertical distance, easing comparisons.
- several projections whose graticules in normal aspects comprise
simple curves, like straight lines and arcs of circle, were originally
defined by geometric construction. Since many non-normal aspects
involve complex curves, they were not systematically feasible before
the computer age (indeed, mapping was an important motivation for
calculation shortcuts like logarithms).
Even though oblique aspects are frequently useful,
in general calculations for the actual ellipsoid are
fairly complicated and are not developed for every projection.
 |  |  |  |  | | www.progonos.com/furuti June 26, 2006 |
Copyright © 1997, 2002 Carlos A. Furuti