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Surveying with Geomatics and R

Surveying with Geomatics and R

Marcelo de Carvalho Alves and Luciana Sanches

First edition published 2022 by CRC Press

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and by CRC Press 4 Park Square, Milton Park, Abingdon, Oxon, OX14 4RN

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Library of Congress Cataloging-in-Publication Data

Names: Alves, Marcelo de Carvalho, author. | Sanches, Luciana, author. Title: Surveying with geomatics and R / Marcelo de Carvalho Alves and Luciana Sanches.

Description: Boca Raton : CRC Press, [2022] | Includes bibliographical references and index.

Identifiers: LCCN 2021036434 (print) | LCCN 2021036435 (ebook) | ISBN 9781032015033 (hardback) | ISBN 9781032026213 (paperback) | ISBN 9781003184263 (ebook)

Subjects: LCSH: Surveying--Data processing. | Geomatics. | R (Computer program language)

Classification: LCC TA556.M38 A48 2022 (print) | LCC TA556.M38 (ebook) | DDC 526.90285--dc23/eng/20211006

LC record available at https://lccn.loc.gov/2021036434

LC ebook record available at https://lccn.loc.gov/2021036435

ISBN: 978-1-032-01503-3 (hbk)

ISBN: 978-1-032-02621-3 (pbk)

ISBN: 978-1-003-18426-3 (ebk)

DOI: 10.1201/9781003184263

Typeset in Latin Modern by KnowledgeWorks Global Ltd.

Publisher’s note: This book has been prepared from camera-ready copy provided by the authors.

AbouttheAuthors

MarcelodeCarvalhoAlves

Dr.AlvesisassociateprofessorattheFederalUniversitydeLavras,Brazil.Hiseducationincludes master’s,doctoral,andpost-doctoraldegreesinAgriculturalEngineeringatFederalUniversityof Lavras,Brazil.Hehasvariedresearchinterestsandhaspublishedonsurveying,remotesensing, geocomputationandagricultureapplications.Hehasover20yearsofextensiveexperienceindata science,digitalimageprocessingandmodelingusingmultiscale,multidisciplinary,multispectral andmultitemporalconceptsappliedtodifferentenvironments.Experimentalfield-sitesincluded atropicalforest,savanna,wetlandandagriculturalfieldsinBrazil.HisresearchhasbeenpredominantlyfundedbyCNPq,CAPES,FAPEMIGandFAPEMAT.Overtheyears,hehasbuilt upalargeportfolioofresearchgrantsmostlyrelatingtoappliedandtheoreticalremotesensing, broadlyinthecontextofvegetationcover,plantdiseasesandrelatedimpactsofclimatechanges.

LucianaSanches

Dr.SanchesgraduatedwithadegreeinSanitaryEngineeringfromtheFederalUniversityof MatoGrosso,Brazil,amaster’sdegreeinSanitation,EnvironmentandWaterResourcesfrom theFederalUniversityofMinasGerais,aPhDinRoadEngineering,HydraulicChannelsand PortsfromUniversidaddeCantabria,Spain,apost-doctoratedegreeinEnvironmentalPhysics, Brazil,andapost-doctoratedegreeinEnvironmentalSciencesfromtheUniversityofReading, UnitedKingdom.Shespecializedinworkplacesafetyengineeringandinprojectdevelopmentand managementfortheMunicipalWaterResourcesManagementbytheNationalWaterAgency. SheiscurrentlyassociateprofessorattheFederalUniversityofMatoGrosso,andworkedfor morethan20yearsinresearchonatmosphere-biosphereinteraction,hydrometeorologyinmeant temporal-spatialscaleswithinterpretationbasedinenvironmentalmodelingandremotesensing. Shehasbeenapplyinggeomaticsinteachingandresearchactivitiestosupporttheinterpretation ofenvironmentaldynamics.

Preface

Thisbookistheresultofexperienceinteaching,researchandextensionactivitiesdeveloped bytheauthorsovertheir20-yearprofessionalcareers.Withthemultidisciplinaryassociationof areassuchasgeomatics,electronicsandrobotics,scienceparadigmscanbebetterunderstood, suchastheextensionofthespaceuniverseinwhichweliveandtheoriginoflifeonEarth. Thescience,artandtechnologyofsurveyinghasadvancedrapidlywiththeneedtoobtainmaps withlocationsofborders,realizationofpracticesandconstructionsinruralareas,urbanareas, preservationofnaturalresourcesandknowledgeaboutecologicalaspectsoftheinhabitantsofthe planetEarth.Scientificprinciplesareusedtoencompassabroadrangeofmorespecializedfields ofgeomaticengineering,eachwithamorespecificemphasisonparticularareasoflandsurveying,photogrammetry,remotesensing,cartography,geographicinformationsystemsandscience. Thetraditionalinstrumentsusedinthe1960sand1970s,suchastheodolites,surveyorlevels andsurveyingchains,havebeencomplementedbyasetofnewhigh-techinstruments.Currently, dependingonthequalityofthetopographicsurvey,measuringtheenvironmentwithgeomaticsrequirestheuseofelectronicinstruments,suchaselectronictotalstation,globalnavigation satellitesystems(GNSS),cellphonesconnectedtogeographicinformationsystemsandwithgeographicapplications,3Dmobilemappingsystems,laserscanners,digitalcameras,remotesensors anddigitalprinters.Thescopeofthechapterscoveredwaschosenforapplicationsinagricultural engineeringscienceproblemsusingcomputerprogrammingroutines,throughtheRsoftwareand Rpackages.Exercisesaresolvedattheendofeachchaptertohelpunderstandthetheoriesdevelopedinthe14chapters.Thisisthefirstbookeverwithatheoreticalandpracticalapproach ontheuseofgeomaticswithscienceandRsoftware.Asastudyguide,slidesandillustrative videosarepresentedaboutthesubjectcoveredineachchapter.Thedevelopmentofscientific researchongeomaticsisstimulatedthroughactivityproposalsthatcanbeusedoradaptedby thestudenttoassesstheapplicabilityofthesubjectmattercoveredineachchapter.Learning outcomeassessmentstrategiesarealsoincludedinordertoexpandthepossibilitiesofsolving geomaticsproblemswithRandsciencebystudents,teachers,researchersandusersofgeomatics. SurveyingwithGeomaticsandR fillsagapintheliteraturepresentingbasicconceptsandpractical materialonsurveyingwithgeomaticsusingRandRpackages.Thereby,wehopetoengage studentsinthelearningprocessofsurveyingwithrealfieldexamplesanddifferentdegreesof complexityalongthebookdevelopmentandimprovedresultsbasedonexistingliterature.We exploresurveyingproblemsbasedonfieldobservationsandgeospatialadvancedtechnology.Thus, thebookcanbeappliedingeocomputation,remotesensing,geographyandcartographycourses focusingonsurveyingtasks.Weincludeawiderangeofcasestudiesasmotivationalself-paced tutorials.Computerprogrammingroutinesaredetailedandlinkedwiththeoriesandapplications ofeachchapter.Theacademicandprofessionalcommunitycanuseafreesoftwaretodevelop complexsurveyingproblems.Certainly,afterthisbook,anewwayofteachingsurveyingcourses willarisewithdidacticmotivatingexamplesanddevelopmentpossibilitiesofRfreesoftware user-definedfunctions.

Withtheadvancementofsurveyingscienceandtechniques,therewasaneedtocreateabroader termtoencompassmethodsofmathematicalmodeling,georeferencing,cartographicrepresentation,geocomputationandelectronicsappliedtosurveyingtasks,givingrisetotheterm“geomatics”.Withthis,therewasaneedtoproduceabookusingtheoreticalandpracticalsurveying fundamentalsassociatedwithgeospatialinformation,RsoftwareandRpackages.Theapproachof

coveringsurveyingtopicsassociatedwithscientificprojectsandexamplesofmanuscriptpreparationinthesurveyingareagivethisworkunprecedentedprominence.Themathematicalmodeling, geocomputation,mappingandimageprocessingtechniquesusedinexamplesinthebookexpand theapplicationpotentialofthisworkforuseinawiderrangeofdidacticcoursesinwhichgeomaticscanbeapplied.Wealsopresentrelevanttopicsupdatedwithscientificreferencesand technologicaldescriptionofinstrumentsandmethodsforsurveyingtheEarth’senvironment.All chaptersarestructuredwithlearningquestions,learningoutcomes,computation,solvedexercises,homework,resourcesontheInternet,researchsuggestion,andlearningoutcomeassessment strategiesinordertoexpandthescientificcapabilityofeachtopiccoveredontheuseofsurveying withgeomaticsandR.

Thebasicideaofthebookistoadvanceslowlyinsurveyingtopics,withincreasingorderof complexityfromthefirsttothelastchapter.Thebookcovers14chaptersaboutsurveyingapplicationswithgeomaticsandR.Sometechniquespresentedatthebeginningofthebook,with directmeasurementsofdistanceandstadiamaybeconsideredobsolete;however,theyareimportantforunderstandingsurveyinginpracticeandcanbeusedtocreatesophisticatedtechnological instrumentsusingthesamebasicprinciple.In Chapter1,scientificapplicationsofsurveyingare introduced.In Chapter2,wepresentintroductiontogeomaticsandmeasurementunits.In Chapter3,theoryonmeasurementerrorsispresented. Chapter4 elucidatesquestionsaboutangle anddirectionobservationsingeomaticsandR. Chapter5 presentesdirectdistanceandangle measurementsasapracticalandlow-costmeasurementoption.In Chapter6,informationonstadiaindirectmeasurementswithmechanicalopticalinstruments,theodolitesandopticallevelsis covered.In Chapter7,aspectsinvolvedwithelectronicdistanceandlevelmeasurementsarepresented.In Chapter8,radialtraversesurveyexamplesandcalculationsareaddressed.In Chapter9, closed-pathtraversesurveyingisdetailedwithtraversingadjustmentexamplesandcalculations. In Chapter10,questionsareraisedaboutintersectionsurveyingfordeterminingcoordinatesof pointsininaccessiblelocations.In Chapter11,apracticalwaytoelaborateasurveyingdescriptivememorial,withinverse,areaandperimetercalculationofclosed-pathpolygonsurveyingis addressed.In Chapter12,wepresentcoordinatereferencesystemsforgeodeticsurveyingwith geomaticsandR.In Chapter13,cartographiccoordinateprojectionsystemsareevaluatedin theoryandpracticewithgeomaticsandR.Finally,in Chapter14,weaddressquestionsonhow globalnavigationsatellitesystemshavebeenusedfordynamicsurveying,speedcalculationand mapping.

Thepracticalexamplessolvedcoverthetopographicsurveywithfielddatameasurementsand differentsurveyequipments.Westartedthebookexploringbasicgeographicdataandtoolswith increasingevolvingtechniquesandcomplexityofanalysesuntiltheendofthebook.Thenumber ofusedpackagesandcalculationcomplexityincreasedalongthebookwithappliedgeographical examples.Attheendofthebook,wepresenthowtouseinternationalreferenceforgeographic informationrepresentationandreprodutionworldwide.Ineachchapterweshowstudycases withcomputationpracticesrelatedtothechaptersubjectingeomatics.Thebookisinnovative, presentingalargenumberofsurveyingexampleapplicationswithfieldequipmentandRpackages, exploringscientificpossibilitiesofusinggeomaticsforhypothesistestanswers.

MarcelodeCarvalhoAlvesandLucianaSanches,Lavras,June2021

1

ScientificApplicationsofSurveying

1.1LearningQuestions

Theemergentlearningquestionsansweredthroughreadingthechapterareasfollows:

•Howtoperformsciencewithgeomatics.

•Whattherelationshipisbetweenapplicationsofgeomaticstoscientificpractice.

•Howtosolvegeographicproblemsobjectively.

•Howtocarryoutscientificresearchplanningingeomatics.

1.2LearningOutcomes

Thelearningoutcomesexpectedfromreadingthechapterareasfollows:

•Understandtheuseofgeomaticsineverydaylife.

•Appreciatethevarietyanddiversityofapplicationsofgeomaticsasascience.

•Identifyhypothesesinscientificstudiesofgeographicproblems.

•CheckanexampleofwritingascientificprojectandarticlemanuscriptingeomaticswithR.

•CheckanexampleofscientificdisseminationofgeomaticswithR.

1.3Introduction

Geospatialdataandanalysishavebecomesocommonplacethatsocietyoftentakesthemfor granted.Forexample,mostpeoplearenotconcernedabouthowthefastestroutetoalocalis determinedwhenanInternetmappingsite(BingMaps,GoogleMaps,Yahoo!Maps)orpersonal cellphonenavigationdeviceisused.Theonlyconcerniswiththecorrectfunctioningofthedevice. Therefore,itbecameessentialtoworryaboutimprovingthescientificapplicationsofgeomaticsin ordertohavethehighestpossibleaccuracyandefficiencyinthedecisionmakingprocess(Jensen andJensen, 2012).

GeomaticshasbeenusedineverydayactivitiesofworkingandlivingonEarth.Withthis,the followingeverydayusesofgeomaticsarehighlighted(Longleyetal., 2001):

•Efficiencyindecisionmaking;

•Applicationinvariousareasrelatedtosocioeconomicsandenvironment;

•Useinmapping,measuring,managing,monitoringandmodelingoperations;

•Measurableeconomicbenefits;

•Combinationswithothertechnologies.

Thefactorsthatdeterminedtheeverydayuseofgeomaticsinmodernsocietyare(Longleyetal., 2001):

•IncreasedavailabilityofgeographicinformationsystemsontheInternetandlocalenterprise networks;

•Relativepricereductionsofgeomaticshardwareandsoftware;

•Increasedawarenessofthepopulationtoincludegeographicdimensionindecisionmaking;

•Possibilityofuserinteractionwithwindowedenvironments;

•Technologysupportingapplicationstovisualize,manageandanalyzedata,aswellaslinking toothersoftware;

•Availabilityofsatellitepositioningsystem;

•Availabilityofuser-friendlyapplications;

•Accumulatedexperienceinusinggeomaticsapplications.

1.4 ContextofInformationinGeomatics

Thegeospatialinformationusedoccursinacontextconsistingofthesetofknowledgeacquired inscientificresearchandgeospatialapplications,technologiesappliedtodevelopandmanage computersystemsandtheinstitutionscreatedtofacilitatetheacquisitionanddevelopmentof geospatialinformation.Thecontextofgeospatialinformationaffecteddifferentsectorsofthe economy(Figure1.1)(LoandYeung, 2007).

Themainsourcesofgeospatialinformationproductionare(BurroughandMcDonnell, 1998):

•Topographicmapping;

•Propertyregistrationandcadastre;

•Hydrographicmapping;

•Militaryorganizations;

•Remotesensingandsatelliteagenciesandcompanies;

•Surveyofnaturalresources,suchasgeology,hydrology,soil,ecology,biogeography,meteorology,climatology,andoceonography.

Themaintypesofgeographicdataavailableare(BurroughandMcDonnell, 1998):

•Topographicmapsatdifferentscales;

•Imageryatdifferentdatacollectionaltitudesandresolutions;

•Administrativeboundaries,censusdata,zipcode,statistics,people,landcoverandlanduse atdifferentresolutions;

•Marketingsurveydata;

•Utilitydata,suchasgas,water,sewage,powerlines,andInternetnetworkandtheirlocation;

•Dataonrocks,water,soil,atmosphere,biologicalactivity,naturaldisasters,andothertypes.

Themainapplicationsofgeographicdataare(BurroughandMcDonnell, 1998; Nevesetal., 1998; SilvaandAssad, 1998):

1.1: Geospatialinformationcontext.

•Agriculturalsciences,formonitoring,management,descriptionandscenariobuilding;

•Archaeology,fordescriptionandstudyofthepast;

•Environmentalmonitoringandmanagement;

•Healthandepidemiology,forlocatingdiseasesinrelationtotheenvironment;

•Emergencyservices,foroptimizingroutesforambulance,police,fireescape,investigationand locationofcrimes;

•Navigation,forair,sea,andland;

•Marketing,forlocatingplacesandtargetgroups,deliveryoptimization;

•Regionalandlocalcostplanning,maintenance,andsitemanagement;

•Planningandmanagementofhighways,railroads,andairways;

•Propertyandinventoryevaluation,calculationofcut,fill,andvolumeofmaterials;

•Socialstudiestoanalyzepopulationmovement,localandregionaldevelopment;

•Tourism,forlocatingandmanagingattractionsandfacilities;

•Everydayutilitiesforlocating,managing,andplanningwater,drainage,gas,electricity,telephone,andcablingservices.

Withtheneedtoimprovethequalityofproducts,services,andprocesses,geomaticshasbeen usedatdifferentstructurallevelsofgovernmentorganizationsinthefollowingapplications(Figure 1.2)(Longleyetal., 2001):

•Inventoryresourcesandinfrastructure,planningtransportationrouting,improvingpublic

FIGURE

servicedelivery,managinglanddevelopment,andgeneratingrevenuebyincreasedeconomic activity;

•Useofgeomaticsinlong-termgeographicproblemswithhealth,safetyandwelfareofcitizens, incorporatingpublicvaluesindecisionmaking,providingservicesinafairandequitable manner,andrepresentingcitizens’opinionsbydemocraticwork;

•Applicationsofgeomaticsinpublichealthriskmonitoring,housingstockmanagement,social welfarefundallocation,crimetracking,geodemographyanalysis,operational,tacticaland strategicdecisionmakinginenforcement,healthplanningandeducationmanagement;

•Assetinventory,policyanalysis,modelingandstrategicplanning.

1.2: Useofgeomaticsatdifferentstructurallevelsofgovernmentaldecisionmaking.

1.5 ScientificApplicationsofGeomatics

Inthedevelopmentofscientificapplicationsofgeomatics,somefundamentalconceptsarepresentedinordertoclarifyanyconceptualdoubtsaboutscience,scientist,research,experiment, andhypothesis(Table1.1).

Inthedeductivescientificmethod,achainofdescendingreasoningofanalysisfromthegeneralto theparticularisusedtoreachaconclusion.Intheinductivescientificmethod,inferencesabout ageneraloruniversaltruthnotcontainedintheobservationsaremadefromparticularobserved data.

Inbasicresearch,usefulknowledgeisgeneratedfortheadvancementofsciencewithnoforeseen practicalapplication.Inappliedresearch,thegenerationofknowledgeforpracticalapplicationis directedtothesolutionofspecificproblems.

Sinceinsciencethegoalofknowingandsolvinggeographicproblemsvariedaccordingtothe

FIGURE

complexityofavailablescientificprinciplesandtechniques,someprojectgoalsusedingeomatics are(Longleyetal., 2001):

•Rational,effectiveandefficientallocationofresourcesaccordingtocriteria;

•Monitoringandunderstandingthegeospatialcontext;

•Understandingregionaldifferencesofanobjectorprocess;

•Understandingprocessesinnaturalandanthropicenvironments;

•Prescribingstrategiesforenvironmentalmaintenance,airquality,soilandwaterconservation.

Applicationsofgeomaticsshouldbebasedonsoundconceptsandtheorytosolvedifferenttypes ofgeographicproblems(Longleyetal., 2001).

1.6Elaboration ofScientificProjectsinGeomatics

Intheprocessofdevelopingtopographyapplications,thefollowingphasesareaddressedtoobtain theknowledgeneededtomakedecisionsusinggeomatics:

•Hypothesistesting;

•Datacollection insitu;

•Geospatialinfrastructuredatacollection;

•Definitionofsystematicmethodologytoevaluateandinterprettheresultsobtained(Figure 1.3).

Thefullcontentofknowndigitallibrariescanbeusedtoperformkeywordsearchesforgeomatics relatedsubjectsofinterest(Arvanitouetal., 2021):

•WebofScience1;

•ScienceDirect2;

•IEEExplore3;

•ACM4;

•Scopus5;

•GoogleScholar6 .

Inthepreparationofthescientificprojectintheareaofgeomaticssometermscanbewritten withtheverbforminthefuturetense,becausethetextispreparedinthecontextofpresenting apropositiontostudyandgeneraterelevantscientificconclusionsaboutaparticulargeographic problem.Intheelaborationoftheresearchproject,fundamentalconceptsareimportantinscientificsurveyingapplicationsusedintheelaborationofascientificresearchproposalwithgeomatics andR(Table1.2).

1https://www.periodicos.capes.gov.br/?option=com_pcollection&mn=70&smn=79&cid=81

2https://www.sciencedirect.com/

3https://ieeexplore.ieee.org/Xplore/home.jsp

4https://dl.acm.org/

5https://www.scopus.com/home.uri

6https://scholar.google.com/

FIGURE1.3: Stagesofdecisionmakinginapplicationsciencewithgeomatics.

TABLE1.1: Fundamentalconceptsusedinscientificsurveyingapplications.

Term Meaning

Science

Knowingandsolvinggeographicalproblems

Scientist Individualwhogeneratesknowledge

Research Setofactivitiesorientedtowardthesearchforknowledge

Experiment Plannedactivitydesignedtoobtainnewfacts,confirmtheresultsof previousexperiments,orgenerateorvalidatetechnologies

Hypothesis Testablepropositionintheexperimentinvolvedinsolvingproblems

Methodology Useofexperimentalprocedures

1.7 ImplementationofScientificProjectsinGeomatics

IntheimplementationcycleofscientificprojectsingeomaticsandR,thedevelopmentoccurred asacontinuousandrecursiveprocessinwhichmodificationsandimprovementscanbemade accordingtonecessaryadaptationsinthefaceofnewscientificandtechnologicaladvancesthat exist.Themodelisdividedintodifferentworkingphasesofthedevelopmentprocessinvolving: planning,analysis,design,implementationandsupport(Figure1.4)(LoandYeung, 2007).

FIGURE 1.4: Pyramidmodeloftheprojectimplementationcycleingeomatics.

TheimplementationofageomaticsprojectwithRcanencompassdifferentprojectmanagement andsupportactivities,suchas(LoandYeung, 2007):

•Planning,localizationandcontrol;

•Formalreviewofbusinesscasesandprojectproposals;

•Availabilityofstudiesbysimulationorprototypes;

•Dataandsoftwarequalitycontrol;

•Softwareevaluationandestablishmentofstandards;

•Softwareacquisition,installationandversioncontrol;

•Preparationandproductionoftechnicaldocumentsanduserguides;

•Riskanalysiswithcontingencyplantorecoverdataandsystemfailure.

1.8ScientificDisseminationinGeomatics

Inscientificdissemination,considerationsofscientificwritingintheformofascientificarticle andscientificpresentationintheformatofaslideshowarepresented.

TABLE1.2: Descriptionoftopicsusedinthedevelopmentofscientificprojectsingeomatics.

Topic Description

Title Shouldbesuccinctandcontaininafewwordswhattheprojectis intendedtoaccomplish

Autor Projectproponent,usuallytheprojectcoordinator.Providesinformation onthecallforproposalstowhichtheprojectwillbesubmitted

Abstractand

Keywords Includeindexwordsintheabstractthatarenotinsertedinthetitle

IntroductionDescribestheissuedirectly,pointingouttheproblemandthegenerating demand.Mentionsthediagnosisoftheproblemandhowyouwillsolve it.Obtaininformationaboutpreviousstudiesonsimilarissues HypothesisShouldbewritteninanaffirmativewayinordertoelucidatethetested propositionoftheproject ObjectivesShouldbewritteninawaythatleavesnodoubtastowhatisintended tobeachievedintheproject LiteraturereviewRecentscientificarticlespublishedinhighimpactjournalsonthe researchedsubject Methods Presentmethodologyandinformationthatwillbeusedintheproject

Expectedresults Presenttheexpectedresultsbasedondataanalysis

Execution schedule Timescheduleinwhichtheprojectwillbecarriedout

Technology diffusion Teaching,researchandextensionactivitiesassociatedwiththeproject

MembersResearchers’team,withinformationaboutbranches,institutionandhow theycontributedtotheproject

References Includethebibliographicalreferencesused

1.8.1Scientificwriting

Scientificwriting,althoughanindispensablestepinthescientificprocess,hasoftenbeenoverlookedinsomeundergraduatecoursesinfavorofmaximizingclasstimedevotedtoscientific concepts.However,theabilitytoeffectivelycommunicateresearchresultsiscrucialtosuccessin science.Studentsandprofessionalscientistsarejudgedbytheamountofpaperspublishedand thenumberofcitationsthosepapersreceived.Therefore,asolidfoundationinscientificwriting canbetterprepareundergraduateandgraduatestudentsforproductiveacademiccareers(Turbek etal., 2016).

Whenwritingascientificpaper,thestructureofthemanuscriptshouldbesimilartothatofan hourglass,withanopenandbroadbeginning,taperingoffasitnarrowsdowntotherelevant literaturethatdeterminestherelevanceofthepaperasunpublished,definitionofthehypothesis, materialandmethodsused.Theknowledgegapthatwillbeevaluatedshouldbeclearbythis point.Intheresultsphase,correspondingtothemiddleofthehourglass,theobjectivesare achievedthroughofgeomaticsandstatisticaltechniquesusedtoevaluatetheacceptanceofthe

hypothesis.Inthediscussionphaseoftheresultsobtained,thehourglassisagainextendedto interprettheresultsbasedontheexistingliterature,inordertomakeitclearthattheknowledge gappreviouslydetectedisfilled,culminatinginconclusionsandimplicationofthework(Figure 1.5).

FIGURE 1.5: Structureofascientificpapercomparedtotheoutflowofanhourglass.

Therefore,intheIntroductiononeshouldstartfrombroadideastospecificquestions,usinga structurethatresemblestheimageofafunneloraninvertedpyramid.Theoperationofthe DiscussionandIntroductionsectionsareoppositeandmirrored.IntheDiscussion,thepyramidpresentstheconventionalformat,startingfromspecificquestions(studyfindings)tomore comprehensiveelaborations(Figure1.6)(Cáceresetal., 2011).

Theimmutablecharacteristicsofgoodscientificwritingdistinctamongotherliteratureare(Lindsay, 2011):

•Accuracy; •Clarity; •Brevity.

Avaguetextcannotbeconsideredascientifictextbecauseofitslackofclarityorambiguity.A prolixandunnecessarilydiscursivescientificmanuscriptisconsideredpoorintermsofscientific

writing.Therefore,aclear,preciseandbrieftextcanbereadandunderstoodbyalargernumber ofreaders(Lindsay, 2011).

Inthepreparationofthescientificarticleintheareaofgeomatics,thetopicsshouldbewritten withtheverbforminthepasttense,becausethetextwaspreparedinthecontextofpresenting theresultsofaworkinwhichrelevantscientificconclusionsaregeneratedaboutaparticular geographicproblem.

1.8.2Scientificdissemination

Formalscientificdisseminationhasbeendisseminatedthroughpresentationsindifferenttypesof media.Theuseofshortvideopresentationshasbeenaformofpresentationusedbyresearchers andinscientificjournalsandbooks.However,transformingascientificpublicationintoashort videowithaccessiblelanguagecanbeacomplexmissionforresearcherswithlittleaffinityand availabilityoftheseresources.

Disseminationofsciencemeansallowingotherpeopletolearnabouttheresearchconducted. Scientistsworkinginacademia(universities,researchcenters)andinresearchanddevelopment inlargecorporationsandsmallcompaniesneedtodisseminateresearchresultstogainrespect andcredibilityinsocietyandboostcareers.Thiscancreateamarketforproductsandattract talentedemployees,aswellasbuildanetworkofcollaborationswithotherresearchgroups.This canincreasethechancesofobtainingfundingforprojectsandresearchwithpublicandprivate investors(CAPES, 2020).

Scientistsshouldinformcontributorsandinvestorsaboutaccountabilityandifpossiblethepositiveimpactofresearchonhealthandsocio-economicprogressofsociety.Aneffectivecommunicationstrategycanincreasethelikelihoodthatitwillattracttheattentionofdecisionmakers

FIGURE1.6: MirroredstructureoftheIntroductionandDiscussionsections.

andthatsciencewillbeusedtosupportdecisionsaboutstrategicevidence-basedpolicypriorities tomeettheneedsofthepopulation(CAPES, 2020).

Researcherscandisseminatescientificworkthrougharticles,reviewpapers,workshops,posters, talksatconferencesandseminarsandinreports.Inaddition,writtenandvisualmaterials(video andinfographics)canbeusedforflyers,brochures,pressreleases,websites,newsletters,blogs, andtheentirebroadspectrumofsocialmedia(CAPES, 2020).

Inpreparingthepresentationofthescientificarticlethroughslides,thefollowingaspectsoneach topicproposedinthedisclosureoftheresearchareconsidered(Table1.3).

TABLE1.3: Aspectsconsideredindevelopingpresentationtopicsforscientificpapersingeomaticswithslides.

Topic AspectConsidered

TitleShould bebriefandcontaininafewwordswhatisaccomplishedwiththe work

AuthorsIncludeauthors,advisorsandaffiliationaccordingtothenorms.Authors’ namesshouldappearonthefrontcover,belowthetitle IntroductionShouldbestraighttothepoint,pointingouttheproblemandthedemand thatgeneratedit.Mentionsthediagnosisoftheproblemandhowitwas solved.Getsinformationaboutpreviousstudiesonsimilarissues.Thetext shouldbepresentedinasummarizedformintopicsthatfacilitatethe sequenceofideas

ObjectivesShouldbewritteninawaythatleavesnodoubtastowhatthework intendedtoachieve MethodsMaterialsandmethodsshouldbepresentedindetail,butwithout exaggeration,asvariablestudied,metadatainformation,analysis ResultsShouldpresenttheresultsobtainedbasedondataanalysis.Images,graphs, tablesshouldbelegible DiscussionShoulddiscusstheresultsobtainedbasedontheavailableliterature ConclusionShouldbeaddressedwiththeexecutionoftheworkwithinwhatwas proposedintheobjective References Includethereferencesused

1.8.3 Predatoryjournals

Withthecurrenttechnologicaldevelopment,onecanpublishabookorscientificarticleona websitewithallthenecessaryfeaturestosimulatetheimageandproceduresofamajorpublisher. Inpredatoryjournals,classifiedasopenaccess,thescientificqualityofthepublicationsishighly questionable.Inthesejournals,peerreviewoflowqualityacademicmanuscriptsisrequested fromtheauthors.Theamountofarticlesinthesejournalsthatareactuallyread,cited,orhad anysignificantresearchimpactinthesameareaofknowledgeislow.Citationstatisticsovera five-yearperiodinGoogleScholarfor250randomarticlespublishedinpredatoryjournalsin2014 averaged2.6citationsperarticle,with56%ofthearticleshavingnocitationsatall.Basedona comparativerandomsampleofarticlespublishedinapproximately25000peer-reviewedjournals includedintheScopusindex,anaverageof18.1articlecitationswasobservedoverthesame period,withonly9%ofarticleshavingnocitationsatall.Therefore,weconcludedthatarticles publishedinpredatoryjournalspresentedlittlescientificimpact(Björketal., 2020).

Withthesubversionofthescientificpublicationprocess,notvalidatedbypeers,thebasicfoundationofcommunicationinsciencecanbediscredited,ultimatelyturningitintomereopinion piecesdisguisedasscientificarticles,withoutanyvalidationofthepublishedcontent.Therefore,

thechoiceofthejournalinwhichtopublishapapercanbeachallengefullofpitfallsfortheless andmoreexperiencedauthors,anditisimportanttoevaluateifsomeknowledgeaboutthecredibilityofthejournalandthepublisherhasbeenmadeavailable,besidesexercisingtheauthors’ criticalsenseinchoosingajournalwithcredibility(PenedoandBorges, 2017).

1.9Computation

Asacomputationpractice,ascientificprojectiscarriedoutwiththegoalofmappingtheCOVID19pandemicinSouthAmericaintheyear2020andmakingascientificsummaryabouttheproject andthemanuscriptpaper.TheCOVID-19dataareobtainedfromonlinenational-levelgovernmentsourcesusingtheRpackage, COVID19.TheRpackage rnaturalearth isusedtoobtainthe countrydatabase.OthertopographyfunctionsareperformedwiththeRrnaturalearth packages, sf, dplyr, tidyr, rgdal, tmap and ggplot2

1.9.1Preparationoftheprojectabstract

Thetitle,abstractandkeywordsoftheprojectarepreparedasfollows: GeospatialandTemporalProgressofCOVID-19inSouthAmericain2020

MarcelodeCarvalhoAlves-FederalUniversityofLavras,AgriculturalEngineeringDepartment, email: ��������������.����������@��������.����

LucianaSanches-FederalUniversityofMatoGrosso,DepartmentofSanitaryandEnvironmental Engineering,email: ����������ℎ����@ℎ������������.������

Abstract

WiththeadventofthenewSARS-CoV-2coronavirus,causingCOVID-19,therehavebeenunprecedentedsocioeconomicchangesonaglobalscale.OnMarch11,2020,withmorethan100,000 casesofCOVID-19onEarth,theWorldHealthOrganization(WHO)declaredapandemicscenario.Weaimedtoevaluateatopographicanalysismethodologytoassesstheprogressofthe COVID-19pandemicin13SouthAmericancountries.Wehypothesizedthatthroughgraphsof temporalvariationofthediseaseandquantilechoroplethmaps,itispossibletocomparatively evaluatetheprogressofthediseaseinSouthAmericancountries.DataontheincidenceofCOVID19intheSouthAmericanpopulationwillbeobtainedfromtheRpackage COVID19 referringto governmentsourcesatthenationalleveluntil12/31/2020.Time-varyingcurveswillbeperformed ondeaths,confirmedcases,recoverycasesandperformedtestsofCOVID-19inSouthAmerican countries.

Keywords: confirmation,deaths,epidemiology,geomatics,recovery,testing.

1.9.2Elaborationofthescientificarticle

Abstract

WiththeadventofthenewSARS-CoV-2coronavirus,causingCOVID-19,therehavebeenunprecedentedsocioeconomicchangesonaglobalscale.OnMarch11,2020,withmorethan100,000 casesofCOVID-19onEarth,theWorldHealthOrganization(WHO)declaredapandemicscenario.Weaimedtoevaluateageomaticsanalysismethodologytoassesstheprogressofthe COVID-19pandemicin13SouthAmericancountries.DataontheincidenceofCOVID-19in

theSouthAmericanpopulationwereobtainedbytheRpackage COVID19 referringtogovernment sourcesatthenationalleveluntil12/31/2020.Timevariationcurveswereperformedondeaths, confirmedcases,recoverycases,andtestsperformedofCOVID-19inSouthAmericancountries. Diseasetime-variationplotsandchoroplethquantilemapsenabledtocomparativelyevaluate theprogressofthediseaseinSouthAmericancountriesintheperiods4/19/2020,7/28/2020, 9/16/2020and11/4/2020.COVID-19temporalvariationplotsandquantilechoroplethmaps enabledcomparativelyassessingdiseasespatialprogressinSouthAmericancountries.

Anabridgedversionofthetopicsrequiredinascientificpaperwiththecodesusedinthecomputationpracticearebrieflypresentedbelow.

1.9.3Introduction

TheSARS-CoV-2coronavirus,causingCOVID-19disease,hasgeneratedunprecedentedsocioeconomicdisruptiononaglobalscale.OnMarch11,2020,theWorldHealthOrganization(WHO) declaredtheprogressofthediseaseaspandemic.Anincreasingnumberofpatientsrequiredintensivecareunit(ICU)beds,andtherateofspreadofthediseasemaypeakwithdemandon ICUbedcapacityinmanycountries(Sunetal., 2020; González-Bustamante, 2021).

ThefirstcasesofCOVID-19inSouthAmericancountriesoccurredbetweenlateFebruaryand earlyMarch.TheArgentinepresident,AlbertoFernández,consideredthepandemicaseverethreat tohiscountry(González-Bustamante, 2021).StartinginthethirdweekofMarch,alargenumber ofSouthAmericancountriesimplementedaseriesofmeasurestopreventthepandemic.Insome countries,suchasUruguayandParaguay,thepandemicprogresswaslow,whileothers,suchas BrazilandPeru,weremoreaffectedbyCOVID-19.Inaddition,itdeservesconsiderationthatthe crisiscausedbytheviruswascombinedwithcountrymanagementproblems.Incountrieslike BoliviaandChile,therewasacontextofsuperficialtrustininstitutions,massiveprotests,and socialunrestinthemonthsbeforethepandemic.BetweenAprilandMay2020,severalcountries reducedintensityofthemeasuresinitiallyimplemented(González-Bustamante, 2021).

Thus,basedonthehypothesisthatitispossibletocomparativelyassesstheprogressofthedisease inSouthAmericancountriesusingtime-varyingplotsandchoroplethquantilemaps,weevaluated theapplicabilityofgeomaticstechniquestoassesstheprogressoftheCOVID-19pandemicin13 SouthAmericancountries.

1.9.4Methods

LatinAmerica’sdevelopmentduringthe20thcenturyhasbeenassociatedwithhistoricalsocioeconomicprocessesofinequalityandlackoftrustininstitutions(GrassiandMemoli, 2016). Inaddition,therehasbeenaninabilitytoadequatelyprovidepublicgoodsandservicestothe population(González-Bustamante, 2021).

COVID-19datawereobtainedfromgovernmentsourcesatthenationallevelobtainedfromthe InternetthroughtheRpackage COVID19 (Guidotti, 2021),toevaluatethetemporalprogressand maptheCOVID-19pandemicinSouthAmericaintheyear2020.Temporalvariationondeaths, confirmedcases,recoverycases,andtestsperformedofCOVID-19inSouthAmericancountries weredeterminedbetween01/22/2020to12/31/2020.FourreferencedatesformappingCOVID19inSouthAmericawereseton4/19/2020,7/28/2020,9/16/2020,and11/4/2020,respectively. Summarystatisticsweredeterminedonthedataofdeaths,confirmedcases,recoverycases,and testsperformedofCOVID-19inSouthAmericainthesameperiodswhenthemappingwas performed.

TheRpackage rnaturalearth (South, 2021)wasusedtoobtainthecountrydatabase.Geocomputationfunctionswereusedtoperformoperationstoobtainasubsetandjoinsinageographic

database.MappingswereperformedwiththeRpackages sf (Pebesma, 2021, 2018), dplyr (Wickhametal., 2021), tidyr (Wickham, 2021), rgdal (Bivandetal., 2019), tmap (Tennekes, 2021, 2018),and ggplot2 (Wickhametal., 2020).

1.9.4.1InstallingRpackages

The install.packages functionwasusedtoinstallthe sf, tmap, dplyr, COVID19, readr, rnaturalearth, rgdal, gridExtra and ggplot2 packagesthroughRconsole.

install.packages("sf")

install.packages("tmap") install.packages("dplyr") install.packages("COVID19") install.packages("rnaturalearth") install.packages("rgdal") install.packages("ggplot2") install.packages("tidyr") install.packages("readr", repos=c("http://rstudio.org/_packages", "http://cran.rstudio.com")) install.packages("gridExtra")

1.9.4.2

EnablingRpackages

The library functionwasusedtoenablethe sf, tmap, dplyr, COVID19, readr, rnaturalearth, rgdal, raster, gridExtra and ggplot2 packagesthroughRconsole.

library(sf) library(tmap) library(dplyr) library(COVID19) library(rnaturalearth) library(rgdal) library(ggplot2) library(tidyr) library(readr) library(raster) library(gridExtra)

1.9.4.3

ObtainingupdatedCOVID-19data

The COVID19 functionwasusedtogetup-to-dateCOVID-19dataatthecountrylevelby 12/31/2020.

d <-COVID19::covid19(end= "2020-12-31")

Thedatacanbeexportedtoadirectoryonyourcomputerusingthe write.csv functionforfurther use.

write.csv(d, "files/d.csv")

The datacanthenbeimportedintothecomputertoperformtemporalandgeospatialanalysis.

d <-readr::read_csv("files/d.csv")

1.9.4.4Obtaininggeospatialpolygonswithcountryborders

Geospatialpolygonswithcountryborderscanbeobtainedwiththe ne_download function.Fora moredetailedanalysisofthisfunction,areviewofavignette7 onthesubjectisrecommended.

# Getgeographicdata world_rnatural<-rnaturalearth::ne_download(returnclass= "sf") names(world_iso) #Evaluateavailablevariablesindatabase

Geospatialpolygonscanbeexportedintoaparticulardirectoryforposteriorusethroughofthe st_write function.

st_write(world_iso, 'G:/covid/world_iso.shp', "world_iso.shp")

The read_sf function wasusedtoimportthepolygonsbackintoR.

world_iso <-sf::read_sf("files/world_iso.shp")

1.9.4.5ObtainingsubsetofpolygonswithcountrybordersofSouthAmerica

AsubsetofpolygonswithcountryborderswastakeninSouthAmericaandthecountriesofSouth America:Argentina,Chile,FalklandIslands,Uruguay,Brazil,Bolivia,Peru,Colombia,Venezuela, Guyana,Suriname,Ecuador,andParaguay.

# SubsetinSouthAmerica world_america<-world_iso[world_iso$CONTINENT == "SouthAmerica",]

#SubsetinSouthAmericancountries ARG<-world_iso[world_iso$ISO_A3_EH == "ARG",] #Argentina CHL<-world_iso[world_iso$ISO_A3_EH == "CHL",] #Chile FLK<-world_iso[world_iso$ISO_A3_EH == "FLK",] #I.Falkland URY<-world_iso[world_iso$ISO_A3_EH == "URY",] #Uruguay BRA<-world_iso[world_iso$ISO_A3_EH == "BRA",] #Brazil BOL<-world_iso[world_iso$ISO_A3_EH == "BOL",] #Bolivia PER<-world_iso[world_iso$ISO_A3_EH == "PER",] #Peru

7https://rdrr.io/cran/rnaturalearth/f/vignettes/what-is-a-country.Rmd

COL<- world_iso[world_iso$ISO_A3_EH == "COL",] #Colombia VEN<- world_iso[world_iso$ISO_A3_EH == "VEN",] #Venezuela

GUY<- world_iso[world_iso$ISO_A3_EH == "GUY",] #Guyana

SUR<- world_iso[world_iso$ISO_A3_EH == "SUR",] #Suriname

ECU<- world_iso[world_iso$ISO_A3_EH == "ECU",] #Ecuador PRY<- world_iso[world_iso$ISO_A3_EH == "PRY",] #Paraguay

1.9.4.6MergingglobalCOVID-19datawithcountrypolygonsinSouthAmerica GlobalCOVID-19datawasmergedwithcountrypolygonsinSouthAmericaandforeachofthe 13countriesevaluated.

#MergeCOVID-19datainSouthAmerica w<- dplyr::left_join(world_america,d, by= c("ISO_A3_EH"= "id")) #MergingofCOVID-19datainSouthAmericancountries ar= dplyr::left_join(ARG,d, by= c("ISO_A3_EH"= "id")) #Argentina ch= dplyr::left_join(CHL,d, by= c("ISO_A3_EH"= "id")) #Chile fl= dplyr::left_join(FLK,d, by= c("ISO_A3_EH"= "id")) #I.Falkland ur= dplyr::left_join(URY,d, by= c("ISO_A3_EH"= "id")) #Uruguay br= dplyr::left_join(BRA,d, by= c("ISO_A3_EH"= "id")) #Brazil bo= dplyr::left_join(BOL,d, by= c("ISO_A3_EH"= "id")) #Bolivia pe= dplyr::left_join(PER,d, by= c("ISO_A3_EH"= "id")) #Peru co= dplyr::left_join(COL,d, by= c("ISO_A3_EH"= "id")) #Colombia ve= dplyr::left_join(VEN,d, by= c("ISO_A3_EH"= "id")) #Venezuela gu= dplyr::left_join(GUY,d, by= c("ISO_A3_EH"= "id")) #Guyana su= dplyr::left_join(SUR,d, by= c("ISO_A3_EH"= "id")) #Suriname ec= dplyr::left_join(ECU,d, by= c("ISO_A3_EH"= "id")) #Ecuador pr= dplyr::left_join(PRY,d, by= c("ISO_A3_EH"= "id")) #Paraguay #Grouptheresults all<- rbind(ar,ch,fl,ur,br,bo,pe,co,ve,gu,su,ec,pr)

ThespatialpolygonsofSouthAmericawiththeCOVID-19datawereexportedforfurtheruse.

st_write(w, 'G:/covid/w.shp', "w.shp")

1.9.4.7SettingreferencedatesformappingCOVID-19inSouthAmerica

FourreferencedatesformappingCOVID-19inSouthAmericawereseton4/19/2020,7/28/2020, 9/16/2020,and11/4/2020.The filter functionwasusedtoobtainthedataattheperiodsof interest.

#COVID-19dataon4/19/2020 w_200 <- w %>%

filter(date == as.Date("2020-04-19", na.rm= T))

#COVID-19dataon7/28/2020

w_100 <- w %>%

filter(date == as.Date("2020-07-28", na.rm = T))

#COVID-19dataon9/16/2020

w_50 <-w %>%

filter(date == as.Date("2020-09-16", na.rm= T))

#COVID-19dataon11/4/2020

w_1 <-w %>%

filter(date == as.Date("2020-11-4", na.rm= T))

1.9.4.8Areadescription

ThepopulationofSouthAmericahasnotbeenevenlydistributed,withsparseareasalongsideothersofrelativelyhighdensityduetophysicalandhumanfactors.Amongthecausesofpopulation distributioninSouthAmericaaredesertregions,suchasPatagonia,thedrypampa,Atacama, andSechura;equatorialforestzones,suchastheAmazon;andgrasslandareas,withextensive cattleraisingandlowerpopulationdensity.BasedonmappingofthepopulationinSouthAmerica,BrazilhadthelargestpopulationfollowedbyColombia,Argentina,Peru,Venezuela,Chile, Ecuador,Bolivia,Paraguay,Uruguay,Guyana,Suriname,andtheFalklandIslands(Figure1.7).

qtm(w,fill="population", fill.style="cat", text="ISO_A3_EH", text.col="black", fill.palette="Spectral")

The samemappedresultswereobservedingraphicalformatforbettercomparison(Figure1.8).

ggplot(all, aes(x = ISO_A3_EH, y= population)) + geom_bar(stat="identity", fill="grey50") + xlab("Countryabbreviation")+ ylab("Population")

1.9.5Results

Thetemporalvariationondeaths,confirmedcases,recoverycasesandtestsperformed(Figure 1.9)ofCOVID-19inSouthAmericancountriesweredeterminedusingthe ggplot2 function.

# Deaths

a<-ggplot(all, aes(x= date, y= deaths)) + geom_line(aes(color= NAME_LONG), size= 1) + scale_color_manual(values= c("blue", "red", "yellow", "green", "black", "gray", "tan3","purple", "brown","orange","cyan", "darkorchid","coral"))+ labs(color= "Country")

#Confirmedcases

b<-ggplot(all, aes(x= date, y= confirmed)) + geom_line(aes(color= NAME_LONG), size= 1) + scale_color_manual(values= c("blue", "red", "yellow", "green", "black", "gray", "tan3","purple", "brown","orange","cyan",

PopulationmappingofSouthAmericancountries.

FIGURE1.7:

FIGURE1.8: PopulationofSouthAmericancountriesinabarplot.

"darkorchid","coral"))+ labs(color= "Country")

#Recoverycases

c<-ggplot(all, aes(x= date, y= recovered)) + geom_line(aes(color= NAME_LONG), size= 1) + scale_color_manual(values= c("blue", "red", "yellow", "green", "black", "gray", "tan3","purple", "brown","orange","cyan", "darkorchid","coral"))+ labs(color= "Country")

#Testsperformed

d<-ggplot(all, aes(x= date, y= tests)) + geom_line(aes(color= NAME_LONG), size= 1) + scale_color_manual(values= c("blue", "red", "yellow", "green", "black", "gray", "tan3","purple", "brown","orange","cyan", "darkorchid","coral"))+ labs(color= "Country")

grid.arrange(a,b,c,d, ncol=2)

Basedonthediseaseprogresscurves,thehighestincreasingnumberofdeathswasobservedin Brazil,followedbyPeru,Colombia,Argentina,Chile,Ecuador,andBolivia.Intheothercountries, nosignificanttrendofincreasingdeathsovertimewasobserved.Thedeathcurveseemedtoreach apointneartheclimaxinBrazil,PeruandColombiaafterOctober,withvaluesofapproximately 150,000and30,000and25,000deaths,respectively.Similarpatternsoftemporalvariationwere observedwithrespecttothenumberofconfirmationsandcasesofrecoveryfromthedisease, sothatafterOctobermorethan5millionconfirmedcasesand4millioncasesofrecoverywere

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