Quantity Survey  ·  Level 6
Engineering Survey I
Chapter 4: Apply surveying setting out works
📚 5 Topics
⚑ What you will be able to do

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

  • correctly assemble all the surveying setting out tools and equipment needed for your job.
  • accurately set out construction works using approved and reliable methods.
  • carry out setting out works following all the specific job requirements.
  • document your setting out works clearly and accurately as required.

Mastering these skills helps you ensure construction projects start on the right track with precision and professionalism, making you a valuable part of any engineering team.

Surveying setting out works form a critical foundation in quantity surveying, ensuring that construction projects are executed precisely according to design specifications. Accurate setting out translates designs into physical markers on the ground, guiding construction teams during site preparation and building. In Kenya, quantity surveyors must be proficient in using surveying tools and equipment to enhance accuracy, reduce errors, and optimize project timelines and costs. This chapter covers essential surveying setting out tools and equipment, focusing on their specifications, usage, and relevance to quantity surveying practice.

4.1 Surveying Setting Out Tools and Equipment

Surveying setting out tools are fundamental for marking positions, distances, and levels on construction sites. For quantity surveyors in Kenya, mastery of these instruments enables precise measurement and control during site establishment, ensuring that structures are built within design tolerances. The choice of tool depends on the scale, accuracy required, and site conditions.

4.1.1 Tape Measure

Name Specification Use
Steel Tape Lengths of 30m, 50m; width 13mm; steel blade with metric and imperial markings Measuring linear distances on site, marking foundation lines, checking offsets
Fiberglass Tape Lengths of 30m, 50m; flexible fiberglass blade with metric markings Measuring on rough or uneven terrain where steel tape might bend or corrode
Cloth Tape Lengths of 30m; flexible fabric blade Used in site surveys where flexible measurement is needed, less durable

Durability and Accuracy

Steel tapes offer high accuracy and durability, suitable for most standard site measurements. Fiberglass tapes resist stretching and corrosion, making them ideal for outdoor use in Kenya’s humid or wet environments. Cloth tapes are less precise and mainly used for rough measurements or in areas where steel tapes would be damaged.

Usage Techniques

  • Always ensure the tape is taut and aligned straight between two points to avoid sagging which causes measurement errors.
  • Use a plumb bob or vertical reference to ensure measurements on vertical planes are accurate.
  • Mark measured points clearly with chalk, paint, or pegs to avoid confusion during subsequent work phases.

Maintenance Practices

  • After use, clean the tape to remove dirt and moisture to prevent corrosion or damage.
  • Store tapes in a dry container or case to protect the blade from bending or warping.
  • Regularly check the tape markings for wear and replace the tape if numbers become illegible.

4.1.2 Measuring Wheel

The measuring wheel, also known as a surveyor’s wheel, is a mechanical device used for rapid measurement of longer distances on site, particularly where terrain is uneven or inaccessible by tape.

Name Specification Use
Standard Wheel Diameter 320mm; metric counter; handle height adjustable Measuring distances up to several hundred meters quickly along roads, boundaries, and site perimeters

Principles of Operation

The wheel rotates as it is rolled along the ground, with each full rotation corresponding to a known distance. The attached mechanical counter records the number of rotations and partial rotations, converting these into linear distance readings. This method allows quick, continuous measurement without the need to stretch a tape.

Advantages in Quantity Surveying

  • Enables rapid measurement of long distances with reasonable accuracy, useful during preliminary site assessments.
  • Reduces manpower requirements compared to tape measurement.
  • Suitable for rough or grassy terrain where tape usage is difficult.

Limitations and Accuracy Factors

  • Accuracy depends on maintaining firm contact between the wheel and ground; loose soil or debris can cause slippage.
  • Measurement errors may occur on steep slopes due to wheel slip or bouncing.
  • Calibration is necessary to ensure the counter reading matches the actual distance traveled.

4.1.3 Total Station

Name Specification Use
Total Station Angular accuracy ±1”; distance accuracy ±(2mm + 2ppm); integrated data collector Measuring angles, distances, and coordinates for detailed site layout and control points

Components and Functionality

  • Electronic Theodolite: Measures horizontal and vertical angles precisely.
  • EDM: Measures slope distances electronically using infrared or laser signals.
  • Data Collector: Stores measurements digitally for transfer and processing.
  • Tribrach and tripod: Provide stable mounting and leveling for accurate readings.

Application in Quantity Surveying

Total stations enable quantity surveyors to perform accurate setting out of building corners, foundation lines, and infrastructure alignments. In Nairobi’s expanding urban areas, total stations are used for complex site layouts where precision is critical to avoid costly rework.

Operational Procedures

  • Set up the instrument on a stable tripod at a known reference point.
  • Level the instrument using built-in spirit levels or electronic sensors.
  • Measure angles and distances to target prisms or reflective points on site.
  • Record coordinates digitally for transfer to CAD or BIM software for further processing.

4.1.4 Automatic Level

The automatic level is an optical instrument used primarily for establishing or checking height differences and levels across a construction site. It is essential for setting out foundations and floor levels.

Name Specification Use
Automatic Level Magnification 32x; horizontal circle graduated; self-leveling compensator Determining height differences, establishing bench marks, setting foundation and slab levels

Working Principle

The automatic level contains a compensator mechanism that automatically maintains the line of sight horizontal even if the instrument is slightly tilted. This reduces errors caused by manual leveling, increasing efficiency and accuracy.

Importance in Quantity Surveying

Accurate leveling ensures that structures are built on correct elevations, preventing structural faults. Quantity surveyors use automatic levels to verify design levels on site, a critical step before excavation and concrete works commence.

Setup and Use

  • Mount the instrument on a tripod and roughly level it using foot screws.
  • The compensator automatically adjusts the line of sight to horizontal.
  • Take readings on levelling staffs placed on points of interest.
  • Calculate height differences by subtracting staff readings, enabling setting out of levels.

Practice Questions

  1. Describe the key specifications and uses of a steel tape measure in setting out works. (10 marks)
  2. Explain the advantages and limitations of using a measuring wheel for distance measurement on construction sites. (10 marks)
  3. Outline the main components of a total station and discuss their roles in quantity surveying setting out tasks. (15 marks)
  4. Discuss the working principle of an automatic level and its importance in ensuring accurate level setting on site. (15 marks)
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🔒4.2 Setting out works

Setting out is a critical phase in quantity surveying that involves transferring building designs and site plans onto the physical ground. In Kenya, quantity surveyors frequently coordinate setting out activities to ensure construction accuracy, cost control,…

🔒4.3 Setting out methods

In quantity surveying, precise setting out of building elements on site is critical to ensure correct construction alignment and dimensions. Setting out methods are practical techniques used to transfer design information from drawings to the ground. In the Ke…

🔒4.4 Setting Out Works Carried Out

In quantity surveying, setting out works involve the precise physical marking of construction elements on the ground or structure according to design plans. This process ensures that the built environment corresponds exactly to architectural and engineering sp…

🔒4.5 Setting Out Works Documented

Documentation of setting out works is essential for accountability, quality assurance, and dispute resolution. Quantity surveyors in Kenya must maintain comprehensive records that reflect actual site conditions and ensure traceability of measurements and adjus…

Chapter Summary

This chapter explored the essential tools and equipment used in surveying setting out works, including tape measures, measuring wheels, total stations, and automatic levels, each playing a critical role in ensuring accuracy during site measurements. It then examined various types of setting out works, focusing on building layouts, paths, and vehicular parking areas, highlighting the importance of precise positioning for structural and functional integrity. The chapter reviewed common setting out methods such as the 3-4-5 method based on Pythagoras theorem, the use of a builder's square, and the site square method, demonstrating how these techniques facilitate accurate angle and distance measurements on site. Attention was given to the practical execution of setting out works, emphasizing careful application of tools and methods to translate design plans into physical markers. Finally, the chapter underscored the significance of thorough documentation of setting out activities to ensure clarity, accountability, and ease of verification throughout the construction process. Together, these topics provide a comprehensive understanding of the surveying setting out process critical for successful engineering projects.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Which surveying tool is best suited for measuring long distances quickly over uneven terrain? (2 marks)
  2. Describe the primary purpose of a total station in setting out works. (3 marks)
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Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Describe the main advantages of using a total station over a tape measure in setting out building foundations at a Nairobi construction site. (4 marks)
  2. Explain how the 3-4-5 method is applied in ensuring right angles during building setting out for a county government office project. (4 marks)
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Chapter Practical Activities

Practical 1: Measure and record linear distances using a tape measure on site

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.  Measure and mark out a linear distance of 25,000mm and 15,000mm on site using a tape measure and peg the positions accurately.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Tape measure 30mSurveying pegs 600mm hardwood
Surveying pegs 600mm hardwood
Chalk line reel
Field book (surveying notebook)
Pencil HB
Reflective safety vest
Safety boots
Hard hat (helmet)
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Tape measure 30m1 Pc per Candidate
2Surveying pegs 600mm hardwood10 Pcs per Candidate
3Chalk line reel1 Pc per Candidate
4Field book (surveying notebook)1 Pc per Candidate
5Pencil HB2 Pcs per Candidate
6Reflective safety vest1 Pc per Candidate
7Safety boots1 Pair per Candidate
8Hard hat (helmet)1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Use tape measure for linear measurements
Wore appropriate PPE: safety boots, hard hat, reflective safety vest
(Award 1 mark each for any correct PPE worn)
3
Prepared and cleared site area for accurate measurement
(Award 1 mark for proper site clearance)
1
Selected and inspected tape measure and pegs for suitability
(Award 1 mark each for tape measure and pegs inspection)
2
Measured out linear distance of 25,000mm accurately using tape measure
(Award up to 4 marks for accuracy within ±5mm)
4
Measured out linear distance of 15,000mm accurately using tape measure
(Award up to 3 marks for accuracy within ±5mm)
3
Marked and pegged the measured positions clearly and securely
(Award 3 marks for correct pegging and marking)
3
Recorded all measurements properly and legibly in the field book
(Award 2 marks for complete and clear records)
2
Sub-Total18
PRODUCT CHECKLIST
Linear distance 25,000mm measured and pegged within ±5mm accuracy
(Award 5 marks for correct measurement and pegging accuracy)
5
Linear distance 15,000mm measured and pegged within ±5mm accuracy
(Award 4 marks for correct measurement and pegging accuracy)
4
Clear, legible and complete recording of distances in field book
(Award 3 marks for neat and accurate records)
3
Sub-Total12
GRAND TOTAL30
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Measure a 50-meter path using a measuring wheel

Quantity Survey · Level 6
Engineering Survey I
PRACTICAL ASSESSMENT
TIME: 3 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Measure and record the length of a 50-meter path using a measuring wheel and verify accuracy with a 30-meter measuring tape.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Measuring wheelSafety helmet
Measuring tape 30 metersSafety boots
Survey pegsReflective safety jacket
Notebook and pen
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Measuring wheel1 Pc per Candidate
2Safety helmet1 Pc per Candidate
3Safety boots1 Pair per Candidate
4Reflective safety jacket1 Pc per Candidate
5Measuring tape 30 meters1 Pc per Candidate
6Survey pegs5 Pcs per Candidate
7Notebook and pen1 Set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Measuring the path length
Used appropriate PPE: helmet, safety boots, reflective jacket
(Award 1 mark each for helmet, boots, and jacket)
3
Prepared the path by clearing obstacles and placing survey pegs at start and end points
(Award 2 marks for proper site preparation and peg placement)
2
Calibrated and checked the measuring wheel for zero reading before use
(Award 2 marks for correct calibration and zeroing)
2
Measured the 50-meter path using the measuring wheel with steady walking and correct handling
(Award 4 marks for proper measurement technique and steady wheel operation)
4
Verified the measuring wheel reading using the 30-meter measuring tape for at least one segment
(Award 3 marks for correctly verifying measurement with tape)
3
Recorded measurements accurately in the notebook
(Award 2 marks for clear and accurate recording)
2
Sub-Total16
PRODUCT CHECKLIST
Measured path length within ±0.5 meters of the actual 50 meters
(Award 6 marks for measurement accuracy within tolerance)
6
Proper placement and visibility of survey pegs at start and end points
(Award 3 marks for correct peg placement)
3
Complete and legible measurement record matching the measured length
(Award 5 marks for complete and legible documentation)
5
Sub-Total14
GRAND TOTAL30
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Setting out building foundation points using total stationPractical 3
🔒Determine height differences and set out bench levels using an automatic levelPractical 4
🔒Setting Out Building Foundation CornersPractical 5
🔒Set Out Pedestrian Path Layout on SitePractical 6
🔒Set out vehicular parking bays as per specificationsPractical 7
🔒Setting out a right angle using the 3-4-5 methodPractical 8
🔒Use of Builder's Square for Corner Alignment in Setting OutPractical 9
🔒Setting Out a Rectangular Site Using Site Square MethodPractical 10
🔒Documenting setting out works for a building foundationPractical 11
🔒Setting Out Building Corners and Lines Using Tape Measure and Builder’s SquarePractical 12
🔒Set out a curved pedestrian path using total stationPractical 13
🔒Set Out Levels for Vehicular Parking Area Using Automatic LevelPractical 14
🔒Mark out a rectangular site boundary 40m x 25m using measuring wheel and tape measurePractical 15
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Am I competent?

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

  • correctly assemble all the surveying setting out tools and equipment needed for your job.
  • accurately set out construction works using approved and reliable methods.
  • carry out setting out works following all the specific job requirements.
  • document your setting out works clearly and accurately as required.

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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