Quantity Survey  ·  Level 6
Engineering Survey I
Chapter 2: Conduct surveying levelling
📚 8 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • carry out reconnaissance safely and follow all workplace safety and procedural guidelines.
  • correctly assemble levelling tools and equipment needed for your surveying job.
  • apply surveying levelling principles safely and with accuracy.
  • accurately document levelling measurements to meet the required standards.
  • perform site clearance safely, considering the specific conditions of the site.
  • determine reduced levels accurately based on the ground’s nature.
  • produce a mass haul diagram accurately using the contours you have plotted.

These skills are essential for ensuring precise and safe surveying work, which is a key part of successful engineering projects in the real world.

Surveying levelling is a fundamental skill for quantity surveyors engaged in construction and infrastructure projects across Kenya. Accurate levelling ensures that measurements of height differences are precise, which directly affects cost estimation, material quantities, and structural integrity. This chapter introduces the essential preparatory phase of reconnaissance and then explores the core principles governing surveying levelling, providing a solid foundation for practical application in the field.

2.1 Reconnaissance

Reconnaissance is the initial survey phase that lays the groundwork for detailed levelling activities. For quantity surveyors working on projects such as road construction, building foundations, or land subdivision in Kenya, thorough reconnaissance identifies potential challenges and informs the choice of equipment and methods. This step minimizes errors and optimizes resource allocation during the levelling process.

2.1.1 Purpose and Importance of Reconnaissance

Reconnaissance serves several critical functions that ensure the success of subsequent surveying tasks.

Purpose of Reconnaissance

  • Assessment of Terrain Conditions: It allows surveyors to understand the topography, soil type, and vegetation cover, which affect instrument setup and measurement accuracy.
  • Identification of Suitable Benchmarks: Locating stable reference points is essential for establishing reliable height measurements.
  • Planning Survey Routes: It helps determine the most efficient paths for survey lines, reducing time and resource wastage.
  • Detection of Potential Obstacles: Recognizing features such as water bodies, dense vegetation, or built structures guides the selection of appropriate equipment and techniques.
  • Evaluation of Accessibility: Ensuring that survey points are reachable and safe for personnel to work without undue risk or delays.

Importance of Reconnaissance

  • Improves Accuracy: By preemptively addressing site-specific challenges, it reduces errors caused by unforeseen conditions.
  • Enhances Safety: Identifying hazards such as unstable ground or wildlife presence protects survey teams.
  • Optimizes Resource Use: Proper planning reduces the need for repeated visits and equipment adjustments.
  • Facilitates Coordination: Early site familiarization improves communication with other professionals like engineers and project managers.
  • Supports Cost Control: Efficient reconnaissance limits unexpected costs arising from delays or equipment damage.

2.1.2 Methods of Conducting Reconnaissance

Reconnaissance combines direct observation, preliminary measurements, and consultation with stakeholders to gather relevant information.

  • Visual Inspection: Surveyors physically inspect the site to note terrain features, vegetation, and existing infrastructure.
  • Preliminary Levelling: Quick approximate height measurements establish initial benchmarks and identify elevation trends.
  • Map and Aerial Photo Review: Existing cartographic materials and drone imagery help identify large-scale site characteristics.
  • Stakeholder Interviews: Discussions with landowners, local authorities, and engineers provide insights on site history and constraints.
  • Use of GPS Devices: Handheld GPS units assist in marking key points and assessing accessibility.

2.1.3 Equipment Required for Reconnaissance

Reconnaissance requires portable and versatile tools to facilitate efficient site assessment.

Name Specification Use
Handheld GPS Accuracy ±3m, portable, rugged Locating and marking survey points
Digital Camera High resolution, weather-resistant Documenting site conditions
Field Notebook Durable, water-resistant pages Recording observations and measurements
Measuring Tape 30m length, fiberglass or steel Measuring short distances and obstacles
Compass Magnetic, liquid-filled Determining directions and bearings
  • The handheld GPS allows surveyors to quickly mark control points and verify coordinates.
  • Digital cameras capture visual records, aiding later planning and reporting.
  • Field notebooks ensure all relevant observations are systematically logged.
  • Measuring tapes assist in verifying distances that affect line-of-sight for levelling instruments.
  • Compasses help orient survey lines along planned directions.

2.1.4 Challenges and Mitigation during Reconnaissance

Reconnaissance activities often encounter practical challenges that can affect survey quality if not managed properly.

Common Challenges

  • Dense Vegetation: Thick bushes or trees obstruct line-of-sight and movement.
  • Unstable Terrain: Slopes, loose soil, or swampy areas complicate access and instrument setup.
  • Weather Conditions: Rain, wind, or extreme heat can delay work and affect equipment performance.
  • Limited Accessibility: Private land or restricted zones may require permissions or alternate routes.
  • Inaccurate Existing Data: Outdated maps or benchmarks cause confusion and errors.

Mitigation Strategies

  • Use of Clearing Tools: Machetes or pruners help create sight lines and paths where vegetation is dense.
  • Selection of Stable Points: Survey teams prioritize firm ground for instrument placement to maintain accuracy.
  • Scheduling Flexibility: Timing reconnaissance during favorable weather periods reduces disruptions.
  • Engagement with Authorities: Early communication with landowners and local leaders facilitates access.
  • Cross-Verification: Combining multiple data sources and field checks helps confirm reliability.
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🔒2.3 Surveying Levelling Principles

Levelling is the process of determining height differences between points on the earth's surface, fundamental for establishing vertical control in construction projects. Kenyan quantity surveyors rely on accurate levelling to ensure correct earthworks, foundat…

🔒2.4 Levelling measurements

Levelling measurements are fundamental to quantity surveying in Kenya as they determine the relative heights of points on a construction site or land parcel. Accurate levelling ensures correct estimation of earthworks, foundation depths, and structural alignme…

🔒2.5 Site clearance is carried out on site conditions

Site clearance is a critical preliminary activity in quantity surveying, particularly in Kenya's diverse terrain where construction sites vary widely. Proper site clearance ensures accurate surveying, safe access, and preparation for subsequent construction ph…

🔒2.6 Determination of Reduced Level on Nature of the Ground

In quantity surveying practice, the accurate determination of reduced levels (RLs) is essential for cost estimation, earthworks calculation, and project planning. Kenya’s diverse terrain, from the gentle slopes of the Rift Valley to rocky outcrops in the Aberd…

🔒2.7 Contours plotting

Contours plotting is a fundamental surveying technique used by quantity surveyors to represent the three-dimensional shape of the terrain on two-dimensional maps. This process is essential in Kenya for planning construction projects, such as roads, residential…

🔒2.8 Longitudinal profiles based on reduced levels

Longitudinal profiles are essential tools for quantity surveyors to represent the vertical alignment of a linear feature such as a road, pipeline, or railway along its length. In Kenya, where infrastructure development is rapidly expanding, accurate longitudin…

🔒2.9 Mass Haul Diagrams

Mass haul diagrams are essential analytical tools in earthworks and civil engineering projects, particularly relevant for quantity surveyors managing large-scale construction works. In the Kenyan context, where infrastructure development such as roads, railway…

Chapter Summary

This chapter begins with reconnaissance, emphasizing the importance of initial site inspection to plan effective levelling operations. It then introduces key levelling instruments including the automatic level, dumpy level, and levelling staff, detailing their roles in accurate height measurement. The fundamental principles of surveying levelling are explored, providing the theoretical basis for precise elevation determination. Levelling measurements are examined with a focus on both horizontal and vertical assessments necessary for site evaluation. Site clearance considerations are discussed extensively, highlighting how different ground conditions such as bushy, plain, forest, shrubs, structures, and marshy areas influence preparatory work. The chapter moves on to methods for determining reduced levels according to the nature of the ground, including sloped, flat, and rocky terrains. Techniques for contour plotting are presented to illustrate terrain shape and elevation changes. Finally, the creation of longitudinal profiles from reduced levels and the use of mass haul diagrams for earthwork planning conclude the comprehensive overview of surveying levelling procedures.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What is the primary purpose of reconnaissance in surveying levelling? (2 marks)
  2. Identify two key differences between an automatic level and a dumpy level. (3 marks)
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Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Explain the purpose of reconnaissance in conducting surveying levelling on a construction site such as a new SACCO office in Kisumu. (4 marks)
  2. Distinguish between an automatic level and a dumpy level in terms of their use and accuracy in quantity surveying projects. (4 marks)
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Chapter Practical Activities

Practical 1: Conduct site reconnaissance and clearance for levelling operations

Quantity Survey · Level 6
Engineering Survey I
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Conduct site reconnaissance and clear a 20m by 20m site area containing bushy, plain, forest, shrubs, marshy and structural features for levelling operations.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Helmet
Safety boots
Reflective jacket
Cutlass
Surveying tape 30m
Levelling staff
Dumpy level
Tripod
Surveying notebook and pencil
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Helmet1 Pc per Candidate
2Safety boots1 Pair per Candidate
3Reflective jacket1 Pc per Candidate
4Cutlass1 Pc per Candidate
5Surveying tape 30m1 Pc per Candidate
6Levelling staff1 Pc per Candidate
7Dumpy level1 Pc per Candidate
8Tripod1 Pc per Candidate
9Surveying notebook and pencil1 Set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Site reconnaissance and clearance
Used appropriate PPE: helmet, safety boots, reflective jacket
(Award 1 mark each for correct PPE used)
3
Physically inspected and identified site conditions: bushy, plain, forest, shrubs, structures, marshy
(Award 1 mark each for correctly identifying site conditions)
3
Cleared vegetation and obstacles appropriately using cutlass for levelling operations
(Award 4 marks for thorough and safe clearance of all site conditions)
4
Measured and marked out the 20m by 20m site area accurately using surveying tape
(Award 2 marks for correct measurement and marking)
2
Recorded observations and site conditions clearly in the surveying notebook
(Award 2 marks for accurate and complete record keeping)
2
Sub-Total14
PRODUCT CHECKLIST
Site area cleared to 20m x 20m with all vegetation and obstacles removed adequately
(Award 5 marks for correct site clearance to specified dimensions and conditions)
5
Sub-Total5
GRAND TOTAL19
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Set up and use automatic level for levelling measurements

Quantity Survey · Level 6
Engineering Survey I
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Set up an automatic level and levelling staff to take horizontal and vertical measurements on site and record the staff readings accurately as per the levelling sheet provided.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Automatic level instrumentLevelling record book
Levelling staffPencil
Tripod stand
Measuring tape
Plumb bob
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Automatic level instrument1 Pc per Candidate
2Levelling staff (3 m graduated)1 Pc per Candidate
3Tripod stand for automatic level1 Pc per Candidate
4Levelling record book and pencil1 set per Candidate
5Measuring tape 30 m1 Pc per Candidate
6Plumb bob1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Setting up and levelling with automatic level
Used appropriate PPE: helmet, safety boots, reflective jacket
(Award 1 mark for each correct PPE worn)
3
Prepared and cleared site location for instrument setup
(Award 1 mark for correct site clearance)
1
Identified levelling tools: automatic level, levelling staff, tripod
(Award 1 mark each for correct identification of tools)
3
Identified and established datum point correctly
(Award 1 mark for correct datum identification)
1
Set up automatic level correctly: tripod positioning, instrument plumbness, leveling screws adjustment, clear line of sight
(Award 1 mark each for correct tripod setup, plumbness, and level adjustment)
3
Held levelling staff vertically and positioned it correctly for readings
(Award 2 marks for correct verticality and positioning)
2
Obtained three accurate staff readings using the automatic level
(Award 1 mark for each correct reading)
3
Accurately recorded staff readings in the levelling record book
(Award 2 marks for correct booking of readings)
2
Disassembled instruments correctly following operating procedures
(Award 1 mark for correct disassembly)
1
Sub-Total19
PRODUCT CHECKLIST
Accuracy of horizontal levelling measurements within ±2mm over 30m
(Award 3 marks for full accuracy; lower marks for less accuracy)
3
Accuracy of vertical staff readings consistent and plumb
(Award 2 marks for consistent and plumb staff readings)
2
Correct booking of measurements matching recorded values
(Award 3 marks for exact and neat booking)
3
Proper instrument setup verified by plumbness and level
(Award 2 marks for instrument setup correctness)
2
Sub-Total10
GRAND TOTAL29
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Set up and use dumpy level for levelling measurementsPractical 3
🔒Surveying Levelling Measurements using a Dumpy LevelPractical 4
🔒Determine reduced levels on sloping ground using dumpy levelPractical 5
🔒Determine reduced levels on flat ground using dumpy levelPractical 6
🔒Determine reduced levels on rocky ground using dumpy levelPractical 7
🔒Plot contour lines from levelling data for site topographyPractical 8
🔒Prepare longitudinal profile from reduced levelsPractical 9
🔒Construct Mass Haul Diagram from Levelling DataPractical 10
🔒Clear bushy terrain for levelling measurementsPractical 11
🔒Clear forested terrain for levelling operationsPractical 12
🔒Clear shrubs and small structures for levelling site preparationPractical 13
🔒Clear and stabilize marshy ground for levelling measurementsPractical 14
🔒Use levelling staff for precise height measurementsPractical 15
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Am I competent?

At the start of this chapter we promised you would be able to:

  • carry out reconnaissance safely and follow all workplace safety and procedural guidelines.
  • correctly assemble levelling tools and equipment needed for your surveying job.
  • apply surveying levelling principles safely and with accuracy.
  • accurately document levelling measurements to meet the required standards.
  • perform site clearance safely, considering the specific conditions of the site.
  • determine reduced levels accurately based on the ground’s nature.
  • produce a mass haul diagram accurately using the contours you have plotted.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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