Quantity Survey  ·  Level 6
Engineering Survey II
Chapter 3: Perform traversing 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 earthworks tools and equipment needed for your job
  • measure earthworks accurately by following the right procedures step-by-step
  • document your earthworks measurements clearly and accurately to meet the required standards

Mastering these skills will help you deliver precise and reliable survey results, which are essential for successful engineering projects.

Traversing is a fundamental surveying technique critical for quantity surveyors tasked with establishing control points and mapping site layouts accurately. In the Kenyan construction sector, where precise measurements are essential for project costing and resource allocation, theodolite traversing offers reliable angular and linear data to guide design and execution. This chapter focuses on the application of theodolite traversing within quantity surveying, covering its principles, methods, field procedures, and the computations required to ensure accuracy in engineering surveys.

3.1 Theodolite Traversing

Theodolite traversing involves the use of a theodolite instrument to measure horizontal and vertical angles, combined with linear distance measurements, to determine positions of points on the ground. This technique is essential for setting out building lines, road alignments, and other infrastructure components in construction projects. For quantity surveyors, the accuracy of these measurements directly affects the reliability of quantity take-offs, cost estimates, and contract administration.

3.1.2 Principles of Theodolite Traversing

Understanding the underlying principles of theodolite traversing is crucial for quantity surveyors to ensure that measurements are both accurate and consistent. These principles govern how the instrument is used and how data is processed to produce dependable survey results.

Establishing Control Points

Control points serve as fixed references from which all subsequent measurements are taken. They must be stable, well-defined, and accurately located to provide a reliable framework for the traverse. In practice, control points on a construction site might be established using existing survey markers or by setting new benchmarks with known coordinates.

Measurement of Horizontal and Vertical Angles

The theodolite measures horizontal angles by rotating the telescope around a vertical axis, while vertical angles are measured by tilting the telescope about a horizontal axis. Accurate reading of these angles is essential to determine the relative positions of points. For example, when laying out a building foundation in Nairobi, precise angle measurements ensure that the structure aligns with the design specifications.

Linear Distance Measurement

Distances between points are measured using chains, tapes, or electronic distance measurement (EDM) devices integrated with the theodolite. The combination of angular and linear measurements enables the computation of coordinates. On sites such as county government offices, distance measurements must be carefully corrected for slope and temperature to maintain accuracy.

Closed Traverse Concept

A closed traverse forms a loop by starting and ending at the same control point or at points with known coordinates. This allows for error checking and adjustment, ensuring the overall accuracy of the survey. For instance, when surveying a hotel site in Mombasa, closing the traverse reduces cumulative errors from individual measurements.

Error Detection and Adjustment

Errors in theodolite traversing arise from instrument limitations, environmental conditions, and human factors. Principles such as the Bowditch method and transit rule help identify and correct these errors to maintain the integrity of the survey data. Quantity surveyors rely on these adjustments to produce trustworthy measurements for cost estimation and project planning.

3.1.3 Methods of Theodolite Traversing

Several methods exist for conducting theodolite traverses, each suited to different site conditions and survey objectives. Selecting the appropriate method is vital for efficiency and accuracy in quantity surveying assignments.

Closed Traverse Method

This method involves measuring angles and distances around a loop that returns to the starting point or a known control point. It is widely used in site surveys for buildings and roads, where the perimeter can be enclosed. The closed traverse facilitates error detection and is preferred for detailed quantity survey work in urban developments.

Open Traverse Method

An open traverse extends from a known point but does not return to it, often used for linear projects like road or pipeline alignments. While quicker to execute, it is more susceptible to cumulative errors, necessitating careful measurement and frequent checks. Quantity surveyors working on county road expansions must apply rigorous procedures to minimize discrepancies in open traverses.

Link Traverse Method

This method connects two known points by traversing between them, useful when working between existing control points that cannot form a closed loop. It balances the need for control with flexibility in site conditions. For example, during layout for a university expansion, link traversing helps integrate new control points with existing campus benchmarks.

Compass Traverse Method

Though less precise than theodolite traversing, compass traversing uses a magnetic compass for angle measurement, suitable for preliminary surveys in rough terrain. Quantity surveyors might employ this method for initial site reconnaissance before detailed theodolite surveys are conducted.

3.1.4 Field Procedures

Executing theodolite traversing in the field requires systematic procedures to ensure accuracy, efficiency, and safety. Proper fieldwork practices are integral to successful quantity surveying outcomes.

Instrument Setup and Leveling

The theodolite must be correctly mounted on a tripod over the survey station and precisely leveled using the instrument's leveling screws and bubble levels. Accurate setup prevents systematic errors in angle measurement. For instance, at a SACCO office construction site, rigorous instrument setup ensures reliable layout of structural elements.

Station Marking and Targeting

Each survey station is clearly marked on the ground, often with pegs or nails, and targets are identified for sighting through the theodolite. Clear identification prevents confusion and measurement errors during the traverse. In a retail business expansion project, precise station marking aids in coordinating with other site teams.

Angle Measurement Techniques

Horizontal and vertical angles are read using the theodolite’s vernier scales or digital displays, with readings taken multiple times to improve precision. Repetition and averaging reduce random errors. During surveys at county government offices, repeated angle measurements contribute to the accuracy required for official records.

Distance Measurement Practices

Distances are measured using tapes or EDM devices, with corrections applied for slope, temperature, and tape sag where necessary. Consistent measurement methods prevent systematic errors. For example, in hospital site surveys, carefully corrected distances ensure that building layouts conform to design dimensions.

Recording and Field Notes

All measurements, observations, and environmental conditions are meticulously recorded in field books or electronic devices. Accurate records facilitate later computations and error checks. Quantity surveyors at cooperative societies rely on thorough field notes for verifying quantities and resolving disputes.

3.1.5 Computations and Adjustments

After field data collection, computations transform raw measurements into coordinate values and adjusted traverse figures, enabling precise mapping and quantity estimation.

Coordinate Computation

Using measured angles and distances, coordinates of traverse points are calculated relative to a starting control point. This involves trigonometric functions to resolve directions and distances into northing and easting components. For instance, in a hotel site survey in Kisumu, coordinate computation defines exact plot boundaries.

Traverse Closure Error Calculation

The closure error quantifies the discrepancy between the start and end points of a closed traverse. Calculating this error assesses the accuracy of the survey and indicates the need for adjustments. Quantity surveyors use closure error values to determine the reliability of the survey data before proceeding to costing.

Adjustment Methods

Adjustment techniques such as the Bowditch rule distribute the closure error proportionally among traverse legs based on their lengths. This balances the error and improves overall accuracy. Applying such adjustments ensures trustworthy data for contract documentation in construction projects.

Computation of Bearings and Angles

Bearings, which indicate the direction of traverse legs relative to a reference direction (usually north), are computed from observed angles. Adjusted bearings correct any discrepancies from measurement errors. In school construction projects, accurate bearings guide excavation and foundation setting.

Final Coordinate Determination and Plotting

The adjusted coordinates are used to plot the traverse on survey plans, providing a visual representation of the site layout. This aids quantity surveyors in preparing accurate bills of quantities and verifying site conditions against design drawings.

Practice Questions

  1. Explain the importance of control points in theodolite traversing and describe how they are established on a construction site. (10 marks)
  2. Compare and contrast the closed traverse method and the open traverse method in the context of quantity surveying. (12 marks)
  3. Outline the key steps involved in setting up a theodolite for traversing works. (10 marks)
  4. Describe the Bowditch adjustment method and explain its significance in traverse computations. (8 marks)
  5. A closed traverse has the following measured coordinates for points A (0,0), B (150, 80), C (300, 130), and returns to point A. Compute the closure error if the computed coordinates for point A after the traverse are (2, -3). Show all calculations. (10 marks)
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🔒3.2 Compass traversing

Compass traversing is a fundamental surveying technique widely used by quantity surveyors in Kenya to establish control points and measure land boundaries accurately. This method employs a magnetic compass to determine the bearing or direction of survey lines…

🔒3.3 Calibration of tools

Calibration is a critical process in engineering survey work that ensures measurement tools and instruments provide accurate and reliable readings. For Quantity Survey professionals in Kenya, maintaining calibrated equipment is essential to uphold the precisio…

🔒3.3.2 Importance of Calibration

Calibration directly impacts the reliability and credibility of survey data, which is fundamental to Quantity Surveying tasks such as cost estimation and project planning. Inaccurate measurements can lead to under- or overestimation of quantities, resulting in…

🔒3.4 Determination of horizontal and vertical angles

The measurement of horizontal and vertical angles is fundamental in establishing control points and mapping out project sites accurately. For Quantity Surveyors in Kenya, mastering these measurements using appropriate methods ensures that quantities are calcul…

🔒3.5 Plotting Traverse Details

In quantity surveying practice, accurately plotting traverse details is essential for representing the surveyed land or site layout in a clear, scaled, and precise manner. This process allows quantity surveyors to visualize boundary lines, site features, and c…

Chapter Summary

This chapter explored the essential techniques and procedures involved in performing traversing works in engineering surveying. It began with the principles and methods of theodolite traversing, detailing field procedures and the necessary computations and adjustments to ensure accuracy. The discussion then moved to compass traversing, covering its fundamental principles, fieldwork steps, and the methods for calculating bearings, azimuths, and coordinates, including adjustments using Bowditch's and the transit rule. The importance of calibrating surveying tools was emphasized to maintain precision and reliability. Techniques for determining horizontal and vertical angles were presented, highlighting the stadia method, coordinate calculations, data collection, analysis, and proper documentation. Finally, the chapter addressed the plotting of traverse details, which is critical for visualizing survey results and supporting further engineering design and decision-making.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What is the primary principle behind theodolite traversing? (2 marks)
  2. List and briefly describe three methods of theodolite traversing. (3 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Explain the fundamental principle of theodolite traversing and its importance in quantity surveying projects in Nairobi county. (4 marks)
  2. Describe two common methods of theodolite traversing used in construction site surveys. (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: Setting up and using theodolite for traversing

Quantity Survey · Level 6
Engineering Survey II
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 a theodolite and measure horizontal and vertical angles accurately at four survey stations as per the traversing procedure.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
TheodoliteReflective safety vest
Tripod standSafety helmet
Plumb bobSafety boots
Measuring tape (30m)
Field book
Pencils and pens
Marker pegs
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Theodolite1 Pc per Candidate
2Tripod stand1 Pc per Candidate
3Plumb bob1 Pc per Candidate
4Measuring tape (30m)1 Pc per Candidate
5Field book1 Pc per Candidate
6Pencils and pens1 Set per Candidate
7Reflective safety vest1 Pc per Candidate
8Safety helmet1 Pc per Candidate
9Safety boots1 Pair per Candidate
10Marker pegs10 Pcs per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Setting up the instrument
Wore all appropriate PPE (safety helmet, boots, reflective vest)
(Award 1 mark each for helmet, boots, vest)
3
Prepared the site by clearing vegetation and debris for stable instrument setup
(Award 2 marks for proper site clearance)
2
Assembled tripod and mounted theodolite correctly ensuring tripod legs are stable
(Award 1 mark for tripod setup, 1 mark for secure mounting, 1 mark for stable positioning)
3
Leveled the theodolite using foot screws and circular bubble level
(Award 1 mark each for rough leveling, fine leveling, and bubble centered)
3
Plumbed the instrument accurately over the survey station using plumb bob
(Award 2 marks for correct plumbness over station mark)
2
Checked horizontal circle reading set to zero or backsight reading
(Award 1 mark for correct initial horizontal angle setting)
1
Sub-Total14
TASK 2: Measuring angles and recording
Sighted on backsight station and locked vertical and horizontal motions properly
(Award 2 marks for correct sighting and locking)
2
Measured and recorded horizontal angles at each survey station accurately
(Award 1 mark per correctly measured and recorded horizontal angle, total 5 marks)
5
Measured and recorded vertical angles at each survey station accurately
(Award 1 mark per correctly measured and recorded vertical angle, total 5 marks)
5
Used field book correctly to record all observations neatly and legibly
(Award 2 marks for complete and clear recording)
2
Unlocked and rotated the theodolite smoothly between sightings
(Award 1 mark for smooth operation)
1
Disassembled and stored the theodolite and accessories correctly after use
(Award 2 marks for proper disassembly and storage)
2
Sub-Total17
PRODUCT CHECKLIST
Horizontal angles measured within ±1 minute of expected values
(Award 5 marks for all angles within tolerance)
5
Vertical angles measured within ±1 minute of expected values
(Award 5 marks for all vertical angles within tolerance)
5
Field book contains complete, accurate, and legible angle records for all stations
(Award 3 marks for complete and neat records)
3
Instrument setup is stable and plumb for each station as verified by assessor
(Award 2 marks for correct setup at all stations)
2
Sub-Total15
GRAND TOTAL46
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Theodolite Traversing for Boundary Survey

Quantity Survey · Level 6
Engineering Survey II
PRACTICAL ASSESSMENT
TIME: 5 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Conduct a closed theodolite traverse to survey and record four traverse stations forming a quadrilateral with sides approximately 40m each.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
TheodoliteReflective Safety Jacket
TripodSafety Helmet
Measuring Tape (30m)Safety Boots
Plumb Bob
Range Poles
Field Book and Pencil
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Theodolite1 Pc per Candidate
2Tripod1 Pc per Candidate
3Measuring Tape (30m)1 Pc per Candidate
4Plumb Bob1 Pc per Candidate
5Range Poles4 Pcs per Candidate
6Field Book and Pencil1 Set per Candidate
7Reflective Safety Jacket1 Pc per Candidate
8Safety Helmet1 Pc per Candidate
9Safety Boots1 Pair per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: THEODOLITE TRAVERSING PROCEDURE
Identified and used appropriate PPEs (helmet, safety boots, reflective jacket)
(Award 1 mark each for helmet, boots, jacket)
3
Prepared and cleared the site for instrument setup
(Award 1 mark for correct site clearance)
1
Assembled and set up the theodolite correctly on the tripod ensuring plumbness and level
(Award 1 mark each for plumbness, leveling, and stable tripod setup)
3
Identified and marked the datum and reference direction correctly
(Award 2 marks for correct datum and reference direction identification)
2
Measured horizontal angles accurately at each traverse station using the theodolite
(Award 2 marks each for three correctly measured angles)
6
Measured distances between traverse stations correctly using measuring tape
(Award 1 mark each for four correctly measured distances)
4
Recorded all observations legibly and accurately in the field book
(Award 3 marks for complete and accurate booking)
3
Disassembled and stored the theodolite and accessories as per standard procedure
(Award 2 marks for correct disassembly and storage)
2
Sub-Total24
PRODUCT CHECKLIST
Traverse polygon is closed within allowable angular and linear error tolerances (angular error ≤ 10’ and linear error ≤ ±50mm)
(Award 6 marks for meeting both angular and linear closure tolerances)
6
Recorded traverse stations positions and bearings correspond correctly to the traverse plan dimensions (approximately 40m sides)
(Award 6 marks for correct distance and bearing recording matching plan)
6
Field book is neat, complete and shows correct computations of angles and distances
(Award 4 marks for neat and correct computations)
4
Traverse stations are marked visibly and correctly on site using range poles
(Award 4 marks for correct marking of stations)
4
Sub-Total20
GRAND TOTAL44
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Computing and Adjusting Theodolite Traverse DataPractical 3
🔒Conduct a closed compass traverse with four stations and record bearings and distancesPractical 4
🔒Compass Traversing: Calculation of Bearings and AzimuthsPractical 5
🔒Adjust Compass Traverse Data Using Bowditch’s and Transit RulesPractical 6
🔒Calculate coordinates of traverse points from field dataPractical 7
🔒Calibration of surveying instruments for accurate traversingPractical 8
🔒Apply stadia method for distance measurement using a theodolitePractical 9
🔒Traverse Data Collection and Preliminary AnalysisPractical 10
🔒Documenting Traverse Data AccuratelyPractical 11
🔒Plotting Traverse Details on a Survey PlanPractical 12
🔒Setting Out Traverse Stations Using TheodolitePractical 13
🔒Measuring Bearings and Azimuths Using a Compass on a TraversePractical 14
🔒Traverse Adjustment Using Transit RulePractical 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 earthworks tools and equipment needed for your job
  • measure earthworks accurately by following the right procedures step-by-step
  • document your earthworks measurements clearly and accurately to meet the required standards

Tick each one you can genuinely do.

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