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🔗 Closed Traverse

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Field Checklist (Supervisor-Free)

Stop Rules

  • Cannot prove control reliability OR coordinate system/UTM zone is uncertain
  • Angular misclosure exceeds ±1'√n after re-observation
  • Linear precision worse than 1:1000 after re-checks (Basak: reject)
  • A single leg correction > 3× average and no field cause found (blunder likely)
  • Backsight/orientation is unstable (backsight point moved/unclear)
  • Intervisibility breaks and stations are improvised without re-planning
STEP 1

Reconnaissance

STEP 1 — RECONNAISSANCE (FIELD SOP)
Goal: design a traverse that can be observed cleanly, checked on-site, and will close.

Minimum equipment (trainee-safe):
• Total station + tribrach + tripod (spikes working)
• Prism + pole + bipod (stable)
• Plumb bob / optical plummet, rod bubble
• Pegs/nails/paint + hammer + marker
• Field book (or METARDU Field Mode) + backup pen
• Tape (for short ties), machete/brush cutter if needed
• PPE: boots, vest, helmet if construction site

Recon rules (do NOT skip):
1) Walk the whole polygon route.
2) Confirm intervisibility: every station must see the next AND previous station.
3) Choose stable stations: firm ground, not loose soil, not on traffic/vibration, not on manhole covers.
4) Avoid bad geometry: very short legs mixed with very long legs; keep legs “reasonable” and balanced.
5) Plan closure: close back to start OR to a different known control point (preferred for a stronger check).
6) Identify recovery: record a witness tie for each station (e.g., “0.80 m to tree”, “1.20 m to wall corner”).

Booking template (copy into field book):
Station | BS To | FS To | FL Angle | FR Angle | Slope Dist | Vert Angle | HI | HR | Notes
Check: Σ(angles) vs theoretical, and note any repeats/rejections.

Trainee “stop gate” during recon:
If you cannot guarantee intervisibility and a realistic closure plan, STOP and redesign stations before observing.
STEP 2

Establish Control

STEP 2 — ESTABLISH CONTROL (FIELD SOP)
Control is the foundation. If control is wrong, every coordinate you produce is wrong.

Minimum control requirement (trainee-safe):
• At least TWO known points (different coordinates)
• Their IDs must match what is on the ground (beacon ID / BM name / peg label)
• Your project coordinate system must be explicit: UTM zone + hemisphere + datum (WGS84/Local)

Control verification procedure:
1) Recover control physically (find the mark, not just “near it”).
2) Photograph the mark and its surroundings.
3) Take a short witness tie (offsets to nearby permanent features).
4) Check the control pair:
   • Measure distance and bearing between the two control points (one quick setup is enough).
   • If the measured check is inconsistent with expected values (or differs unreasonably), STOP.

If control comes from GNSS today:
• Confirm fix quality (RTK FIX vs FLOAT), PDOP, and occupation time.
• Re-observe at least once (repeat occupation) if the job is cadastral/engineering.

METARDU setup:
→ Project Settings: confirm UTM zone + hemisphere
→ Add both control points as Primary Control
→ Lock them (prevents accidental edits)

Trainee stop gate:
If you cannot state the control source, datum, and verification check you performed, STOP.
STEP 3

Set Up Instrument

STEP 3 — SET UP INSTRUMENT (FIELD SOP)
Objective: occupy the correct station, centered and leveled, with known HI/HR and correct EDM settings.

Setup sequence (do in this order):
1) Tripod: legs firm, head roughly level, station mark centered under head.
2) Mount instrument + tribrach; lock lightly.
3) Centering: optical plummet/plumb bob to station mark (fine adjust).
4) Leveling: circular bubble → plate bubble → electronic level (fine).
5) Re-check centering AFTER leveling (leveling often shifts centering).
6) Record HI (instrument height) to 0.001 m if possible.
7) Prism: confirm HR (prism height), prism constant, and target type.
8) Instrument settings: units = meters; angles = DMS; EDM mode correct (prism/reflectorless); apply met corrections if used.

Quick “orientation sanity” before observing:
• Sight the backsight point. Confirm the point ID and that it is stable.
• Set/record your reference: either set Hz = 0°00'00" on backsight OR record the backsight bearing explicitly.

Trainee stop gate:
If you cannot keep the bubble centered through a full rotation, or centering keeps drifting, STOP (tripod not stable / legs sinking).
STEP 4

Measure Observations

STEP 4 — MEASURE OBSERVATIONS (FIELD SOP)
At every station, your job is to produce reliable angles + distances with redundancy.

Station observing pattern (recommended):
1) Set up on station i (HI recorded).
2) Backsight to station i−1 (confirm ID). Set Hz reference (0°00'00") OR record the backsight bearing.
3) Foresight to station i+1 (confirm ID). Observe:
   • Horizontal angle
   • Distance (prefer horizontal distance; if slope distance is recorded, record vertical angle too)
4) Repeat as a set:
   • Face Left (FL) + Face Right (FR), or two full sets if instrument is simple.

Distance handling (trainee-safe):
• If your total station shows BOTH slope and horizontal distance, book the horizontal distance for traverse.
• If you only have slope distance, you MUST record vertical angle and reduce to horizontal (do not ignore).

Field tolerances (set your job tolerance before starting):
• FL vs FR angle difference: re-observe if outside your tolerance (example: 20″).
• Distance repeats: re-measure if outside instrument spec (example: > (2 mm + 2 ppm × D)).
• If backsight is disturbed (person kicks peg / prism moved), redo the station immediately.

Angular check (do this BEFORE leaving site):
• If you observed included angles for an n-sided closed traverse:
  Theoretical sum = (n − 2) × 180°
  Allowable misclosure (Basak) = ±1' √n
• If the misclosure exceeds the limit: find the problem station and re-observe (do not wait for office).

METARDU entry tip:
If you enter bearings/distances (instead of raw angles), ensure your bearings are Whole Circle Bearings (0–360°) and consistent with your backsight reference.
STEP 5

Compute Traverse

STEP 5 — COMPUTE + QUALITY CHECK (FIELD/Office SOP)
METARDU computes the traverse and tells you whether it is acceptable.

METARDU computes:
✓ Latitude/Departure per leg (Lat = D×cos(WCB), Dep = D×sin(WCB))
✓ Closing error (ΔE, ΔN) and linear misclosure
✓ Relative precision ratio (Total traverse length / Misclosure)
✓ Bowditch corrections per Basak:
  corrE = -(legD/totalD) × closingErrorE
  corrN = -(legD/totalD) × closingErrorN
✓ Adjusted coordinates + Gale’s Table output

Acceptance gates (Basak):
• Urban cadastral:  ≥ 1:5000
• Suburban:         ≥ 1:3000
• Rural:            ≥ 1:1000

If precision is POOR (trainee workflow):
1) Check for “obvious” blunders:
   • Wrong station ID / swapped from-to
   • Wrong face reading typed
   • Wrong HI/HR or prism constant
   • Decimal point error on distance
2) Look at corrections per leg:
   • If one leg correction is > 3× average, suspect that leg first.
3) Re-observe the suspect station/leg immediately (best), then re-run.

Hard stop rules:
• Precision < 1:1000 after re-observation → reject and redesign/re-observe.
• Angular check exceeds ±1'√n and cannot be isolated → re-observe angles.
• Closing to a known point fails significantly (link traverse) → control or orientation problem.
STEP 6

Generate Report

STEP 6 — DELIVERABLES + HANDOVER (SOP)
Before you “finish the job”, make the work defendable.

In METARDU:
→ Generate Report (PDF)

Minimum deliverables for a closed traverse job:
• Control point list (names, coordinates, datum/UTM zone)
• Raw observations summary (angles/distances, sets count)
• Misclosure values (ΔE, ΔN, linear) + precision ratio + grade
• Adjustment method stated (Bowditch) + per-leg corrections
• Final adjusted coordinates table
• Diagram/sketch reference (station descriptions + witness ties)

Trainee rule:
Never discard raw field notes. If a coordinate is challenged later, raw notes are your evidence.