Self-study course · working competence

What a Flat Map Costs You

Distortion field: measured points on an equirectangular world
0 / 18 points measured mean ω over measured points:

Each block you finish measures one more point of the distortion field on an equirectangular world — the ellipse is the real Tissot indicatrix there, semi-axes sec φ by 1. Watch the mean angular deformation as you go: it does not fall. Measuring distortion is not reducing it. That distinction is the whole course.

Start here

The capability

At the end of this course, you can take a real mapping brief — a region and a purpose — choose a projection and an aspect, and defend the choice with computed distortion numbers at the points that matter, while stating plainly what the choice costs.

Not “understand map projections.” The artifact is a one-page projection decision memo: brief, choice, distortion table, rejected alternative, stated cost. You write a crude one in Week 1 and a defensible one in Week 6.

The three thresholds

A threshold is an idea you cannot half-cross. You either see the domain differently afterwards or you have learned to talk like someone who does. There are three here, and everything in the six weeks exists to get you over one of them.

  1. Distortion is a theorem, not a design flaw. Gauss proved that flattening a sphere is impossible, not merely difficult. Every map is therefore a decision about which invariant to break — there is no clever projection waiting to be found.
  2. Distortion is local, directional, and computable. At each point a projection is a little linear map with two principal scale factors. “This map is bad” becomes “at 60°N this projection inflates area 4× and deforms angles by 0°.”
  3. “Best” is a minimax you define. There is no best projection, and not because that's a diplomatic thing to say. A ranking exists only once you fix a region, an error measure, and a weighting — and changing the weighting changes the winner.

Where you're starting from

This course assumes: comfortable with trigonometry, including sec, radians, and inverse functions; calculus seen but rusty — you'll recognise a derivative but wouldn't want to compute one under time pressure; no differential geometry at all; able to read technical documentation and run a few lines of code; has used web maps as a user, never as a GIS practitioner.

The calculus accommodation is deliberate. Every derivative you need is handed to you. Your job is to verify it numerically rather than re-derive it — which is what a working practitioner actually does, and which happens to be a better check than re-deriving, because it catches transcription errors too.

Non-goals

Stated up front, because a bounded scope is the only kind you can finish:

Time budget

About 21 hours, across 6 weeks, in 18 blocks of 40–105 minutes. Each block is one sitting: openable and closeable in a single go, on a phone if that's the sitting you have.

That 21 already includes the standard 2.5× realism multiplier. The unmultiplied estimate was about 8 hours, and the unmultiplied estimate is always a lie. If you have 8 hours, do Weeks 1–3 and stop after Threshold 2 — two thresholds crossed beats three skimmed, and the second one is where the practical leverage is.

How claims are marked

Every load-bearing claim carries a chip. The taxonomy is small on purpose:

The sources list also records how each was read — in full, in part, or only as cited by someone else. Citing a paper you have only met through another paper's summary is the specific failure this course is most exposed to, so it's disclosed rather than hidden.

The distortion bench

You'll use this in almost every block. Pick a projection and a latitude; it gives you the two principal scale factors and the resulting area and angle errors, plus the indicatrix itself.

Sphere of radius 1, normal aspect for the cylindricals, polar aspect for the azimuthals (so latitude 0 sits at the rim of the disk). h is scale along the meridian, k along the parallel. All seven have exact closed forms — nothing here is approximated, so you can check any value by hand.

h · meridian
k · parallel
area · hk
ω · max angle

Tissot indicatrix at the selected point

Dashed: the circle on the globe.
Solid: what the map makes of it.

Week 1 · ~3.0 hrs

Make the whole thing badly

No orientation week. By Sunday you will have written the actual artifact this course exists to teach — a projection decision memo — and it will be bad, and you will know exactly which parts are bad. That's the point: the rest of the course is repairing a thing you already built rather than assembling one you've never seen.

Read~40 min

Evidence this block produces: a written brief for one real map you would actually make — region, purpose, and the one question a reader must be able to answer from it.

The decision you're actually making

Almost everyone approaches projections backwards: they ask “which projection is most accurate?” The question has no answer, and the reason it has no answer is Week 2's threshold. The question that does have an answer is: given what this map is for, which distortion can I afford?

Snyder, whose 1987 USGS manual is the closest thing the field has to a standard reference, opens with exactly this. He writes that since a flat map cannot be made without distortion, the cartographer must choose what to show accurately at the expense of everything else, or accept a compromise across several properties Sourced fact S2. And he is blunt that it cannot be said there is one best projection, and that it is even risky to claim you've found the best one for a given application unless the parameters have been artificially constricted Sourced fact S2.

Note what that second sentence does. It's not modesty. It's a warning that “best for this application” is a claim that smuggles in a definition of best, and that you should be suspicious of your own version of it. Hold onto that; it becomes Threshold 3.

The five characteristics

Snyder lists the properties a projection can be built to preserve Sourced fact S2:

PropertyWhat is preservedWhere it fails
Equal-areaArea, everywhere, exactlyShapes and angles, badly, away from the standard lines
ConformalLocal angles at every point; shapes of small featuresArea, without limit
EquidistantScale along certain lines onlyEverywhere else
AzimuthalDirection from one centre pointDirection between any other pair
CompromiseNothing exactlyNothing catastrophically

Two traps live in that table, and both catch experienced people.

Conformal does not mean shapes are right. Snyder is careful: conformality applies on a point or infinitesimal basis, while equal-area applies on a finite, map-wide basis Sourced fact S2. Mercator is perfectly conformal and Greenland is still monstrous. Nothing is broken. Continent-scale shape is not a local property, so a local guarantee says nothing about it.

Equidistant does not mean distances are right. No projection preserves all distances — equidistant projections hold true scale along selected lines, usually meridians from a centre Sourced fact S2. “Azimuthal equidistant” means distances from the centre point are true. Distances between two arbitrary points on it are not.

Your brief

Pick a real map. Not a hypothetical — a map you'd plausibly make, because you'll be living with it for six weeks. Something with a region and a job to do: a county's school-district boundaries, migration paths for a family line across two centuries, service coverage for a set of sites, a walking route.

Write three lines. Region and its rough latitude span. Purpose in one sentence. The one question a reader must be able to answer correctly from the map — and be specific, because “understand the area” is not a question.

Compute~50 min

Evidence this block produces: one number — the area inflation your default web map applies at your region's latitude — computed by hand and checked against the bench.

Predict first · before you read on

Google Maps, OpenStreetMap and almost every web basemap use a Mercator. On a Mercator, how many times too large does a country at 60°N appear, compared with the same country at the equator? Commit to a number before you look. Guessing is fine — the guess is what makes the answer stick.

How confident are you, before the reveal?

Worked example — fully scaffolded

This week you copy a worked example exactly, changing only the latitude. The scaffolding comes off in Week 3 and is gone by Week 5; if you look back at this block in six weeks and it feels patronising, the fading worked.

Take a region centred at 42°N (roughly Chicago, Rome, or northern Utah).

  1. cos 42° = 0.7431
  2. sec 42° = 1 / 0.7431 = 1.3456
  3. So h = k = 1.3456. Lengths are 34.6% too long in every direction.
  4. Area scale = 1.3456² = 1.811. Areas are 81% too large.
  5. Angular deformation ω = 0, because h = k. Mercator is conformal; that's the whole trade.

Now do it for your own region's centre latitude. Then set the bench to Mercator and that latitude and confirm all four readouts match your arithmetic. If they don't, it's almost always a degrees-versus-radians error in the calculator, which is a mistake you want to make now rather than in Week 6.

One thing to notice, and carry. That single number — 1.811 — is more useful than any amount of arguing about whether Mercator is a good projection. It is specific, it is checkable, and it converts an aesthetic complaint into a stated cost. Producing numbers like it, for the points that matter, is the entire working competence.

Write~90 min

Evidence this block produces: Decision Memo v0 — complete, one page, and knowingly bad.

Five sections. Write all five even where you have nothing yet; the empty ones are the syllabus for the next five weeks.

  1. Brief. Region, purpose, the one question a reader must answer. From the last block.
  2. Choice. Which projection, which aspect, which standard parallel(s) or central meridian. You don't know how to choose yet — choose anyway, and write down why you chose it, including “it's what the tool defaults to.” That sentence is data about how most maps get made.
  3. Distortion table. Three points: your region's centre and its two most extreme corners. Columns for h, k, area, and ω. Fill them in from the bench. This week you can only do it honestly for the seven projections in the bench — if your choice isn't one of them, use the closest cylindrical and write “approximation” in the margin.
  4. Rejected alternative. Name one other projection you could have used, and one sentence on why not. It will be a weak sentence. Leave it weak.
  5. The cost. One sentence: what this map will systematically mislead a reader about. Every map has one. If you can't write this line, you don't yet know what you chose.

Expect this to feel premature. It is. You are being asked to produce the whole artifact before you have the concepts that make it defensible, and the discomfort is doing work: the empty spots in section 3 and the weakness of section 4 are what Weeks 3 and 6 will be answering. A course that saved the memo for the end would leave you assembling an unfamiliar thing while also tired. Keep the file; you'll rewrite it in Week 6 and diffing the two is the most honest measure of progress this course offers.

Week 2 · ~3.5 hrs · Threshold 1

It's a theorem, not a tradeoff

Most people carry a vague sense that flattening the Earth is hard, and that a sufficiently clever projection might mostly solve it. That belief is not slightly wrong. It is the thing the whole field is built on the negation of, and until it goes, every projection choice looks like a compromise between competing engineering options rather than a decision about which law to break.

Read~60 min

Evidence this block produces: a one-paragraph written statement, in your own words, of why a cylinder can be unrolled flat and a sphere cannot.

Two kinds of curvature

Roll a sheet of paper into a tube. Nothing on the paper changed: distances between printed points are the same, angles are the same, a drawn circle is still a circle. Now try to wrap that same sheet around a ball. It creases, or it tears. The difference is not about effort or dexterity — it's a mathematical fact about the two surfaces.

Gauss's Theorema Egregium of 1827 says that a surface's Gaussian curvature can be determined entirely from measurements made within the surface — angles, distances, and their rates of change — without any reference to the surrounding space it sits in Sourced fact S1. Gauss's own statement of the consequence: if a curved surface is developed upon any other surface whatever, the measure of curvature at each point remains unchanged Sourced fact S1.

The payoff for mapmakers is immediate. A plane has Gaussian curvature 0 everywhere. A sphere of radius R has curvature 1/R² everywhere, which is not 0. Since curvature is preserved by any distance-preserving map, and these two curvatures differ, there is no distance-preserving map from any patch of sphere to any patch of plane — not for the whole Earth, not for a continent, not for a city block Sourced fact S1.

A cylinder, by contrast, has Gaussian curvature 0 — intrinsically it is as flat as a plane, which is exactly why the paper rolls without complaint Sourced fact S1. This is why cylinders, cones and planes are called developable surfaces, and why they are the three shapes projections are built around Sourced fact S2.

The word “impossible” is doing real work

Snyder states the consequence flatly in his list of properties: no map can be both equal-area and conformal Sourced fact S2. Not “no known map,” not “no practical map.” None, ever, for any region however small. There is no research programme that will produce one, and a claim to have found one is a claim to have refuted Gauss.

Do the paper experiment if you haven't. Take an orange, or a tennis ball, and a sheet of paper, and spend a minute genuinely trying. The tactile version of this is not a teaching gimmick; the feeling of the paper refusing is closer to the theorem than the sentence is.

Derive~75 min

Evidence this block produces: a written four-step proof, in your own hand, that conformal and equal-area are mutually exclusive.

This is the liminal stretch of the course. The argument below is four lines long and will feel like a trick — like it proves something by definition rather than about the world. That feeling is the crossing, not a sign you've misunderstood. Sit in it. People who report understanding Threshold 1 immediately have usually acquired the sentence rather than the idea, and the tell is that they still expect a clever projection to come along eventually.

You need one fact from Week 3, stated now and earned later: at each point, a projection turns an infinitesimally small circle on the globe into an infinitesimally small but perfect ellipse on the map, with semi-axes a and b Sourced fact S2. That ellipse is Tissot's indicatrix, and it is the complete local description of what the projection does.

The argument

  1. Conformal means the indicatrix is a circle. If local angles are preserved, the scale factor at a point must be the same in every direction — stretch more one way than another and you have bent the angles between them. So a = b. Snyder states this directly: on a conformal projection the ellipse is a circle, an ellipse of zero eccentricity Sourced fact S2.
  2. Equal-area means the indicatrix has unit area. The ellipse's area is proportional to ab. Preserve areas everywhere and ab = 1 at every point.
  3. Both at once forces an isometry. If a = b and ab = 1, then a² = 1, so a = b = 1. Every infinitesimal circle maps to an identical circle: every length, in every direction, at every point, is preserved. That is precisely the definition of a distance-preserving map.
  4. Gauss forbids it. A distance-preserving map preserves Gaussian curvature. Sphere: 1/R². Plane: 0. Contradiction Sourced fact S1. Therefore no projection is both. Inference — the four-step chain is my assembly; each link is sourced, the chain is not quoted from anywhere.

Write it out yourself, longhand, without looking. Not because writing is virtuous, but because this specific argument is short enough to feel understood while reading and is routinely not.

Why this changes the job

Before: choose the most accurate projection. After: choose which of area, angle, and distance to sacrifice, in which regions, by how much. The second question is answerable, has a professional literature, and has numbers in it. The first is a category error.

It also reframes every argument you'll ever see about a map being “wrong.” A map is not wrong for distorting. A map is wrong when its distortion undermines the question it exists to answer — and that's a judgement about fit between distortion and purpose, which is why your brief had to name a question. Inference

Retrieve & write~75 min

Evidence this block produces: two answered retrieval items, and a corrected sentence 5 in your memo.

Self-check · delayed retrieval from Week 1

Without scrolling up: last week you computed that Mercator inflates area by sec² φ, and that at 60°N this is 4×. What is Mercator's angular deformation ω at 60°N, and why? Then: does that answer make Mercator a good projection or a bad one?

Confidence before the reveal:

Self-check · explain it, don't recite it

A colleague says: “Surely with modern computing we could find a projection that's basically distortion-free for a single country. It's a small area.” Answer them in three sentences. Then answer the harder follow-up: if the theorem forbids it for any patch however small, why do surveyors get away with treating a county as flat?

Confidence before the reveal:

Then go back to your memo and rewrite section 5 — the cost. Last week it was probably a hedge. Now it should name a specific property you gave up and a specific reader who could be misled by it.

Week 3 · ~3.75 hrs · Threshold 2

Distortion is a local, directional, computable thing

Threshold 1 told you distortion is unavoidable. On its own that's demoralising and slightly useless — it's the point most popular treatments stop at, which is why they end in hand-waving about how all maps lie. Threshold 2 is the one that converts the problem into arithmetic.

Read~60 min

Evidence this block produces: a filled-in table of h, k, ab and ω at 0°, 30°, 60° for two projections, computed by hand and reconciled with the bench.

The indicatrix

Tissot published his analysis of projection distortion in 1859 and 1881 Sourced fact S2. Inference The reason it survived 150 years is that it turns a global, qualitative complaint into a local, quantitative one.

The claim is exact. An infinitely small circle on the Earth projects as an infinitely small but perfect ellipse on any map projection Sourced fact S2. Not approximately an ellipse. Any smooth map, zoomed in far enough, is a linear transformation, and linear transformations take circles to ellipses. Everything local about a projection is contained in that ellipse's two semi-axes, a and b.

From them you read off everything:

QuantityFrom the ellipseMeaning
Areal scalea × b1 means equal-area at that point
Max angular deformation ωsin(ω/2) = (a−b)/(a+b)0 means conformal at that point
Isotropya / b1 means shapes locally undistorted

The ω formula is Snyder's equation 4-1 Sourced fact S2. Sanity-check it before trusting it: set a = b and the numerator is 0, so ω = 0 — conformal, as it must be. That two-second check is the habit; do it to every formula you're handed.

A note on provenance, since this course keeps insisting on it: I have read Snyder's presentation of Tissot, not Tissot. The 1881 Mémoire is a source I am citing at one remove S4, which is exactly the amplification failure this course warns about — disclosed here rather than laundered into a confident citation.

h and k: the practical shortcut

Finding a and b in general is work. But for the normal aspect of cylindrical, conic, and polar azimuthal projections, meridians and parallels cross at right angles and line up with the ellipse's axes — so the two scale factors you can compute directly are a and b Sourced fact S2:

  • h — scale factor along the meridian (north–south)
  • k — scale factor along the parallel (east–west)

Snyder: when the meridians and parallels coincide with a and b, ω may be calculated from equation 4-1 substituting h and k, and the scale factor in any other direction falls between them Sourced fact S2. That last clause is a free bound: h and k bracket every direction. For a general projection the computation of ω is much more complicated Sourced fact S2 — which is precisely why this course sticks to seven projections in their normal or polar aspects.

For any cylindrical projection given by x as a function of longitude and y as a function of latitude, on a sphere of radius R, Snyder's equations 4-2 and 4-3 are Sourced fact S2:

h = (1/R) · dy/dφ     k = (1/(R cos φ)) · dx/dλ

Read them as ratios, which is all they are: h compares how far you move on the map when you move a degree north to how far that is on the globe. k does the same going east — and the cos φ is there because a degree of longitude on the globe shrinks as you go poleward. That factor is the entire source of cylindrical distortion.

Derive~90 min

Evidence this block produces: three derivations of h and k — one copied, one completed, one unaided — each checked numerically against the bench.

The scaffolding fades inside this single block. Notice it happening.

1. Fully worked: plate carrée

The simplest projection there is: x = , y = . Longitude becomes horizontal position, latitude becomes vertical position, in radians.

dy/dφ = R  →  h = (1/R)(R) = 1
dx/dλ = R  →  k = (1/(R cos φ))(R) = sec φ

So h = 1 always — scale along meridians is perfect, which is why it's also called equidistant cylindrical — and k = sec φ. Areal scale hk = sec φ, so it is not equal-area. And h ≠ k away from the equator, so it is not conformal either. It is the projection that gives up both, which is why Goldberg and Gott use it as the baseline everything else is normalised against Sourced fact S6.

At 60°: h = 1, k = 2, area = 2, and sin(ω/2) = (2−1)/(2+1) = 1/3, so ω = 2 · arcsin(0.3333) = 38.94°. Check it on the bench.

2. Completion problem: Lambert cylindrical equal-area

Now the same for x = , y = R sin φ. Two of four steps are done for you.

dy/dφ = R cos φ  →  h = ________
dx/dλ = R  →  k = ________
areal scale = h × k = ________

The third line is the point: if you've done it right, the φ cancels and you get exactly 1, at every latitude. That's what “equal-area” means, made mechanical. Verify at three latitudes on the bench before moving on.

3. Unaided: Gall–Peters

Gall–Peters is the same cylindrical equal-area idea with its standard parallels moved to 45°: x =  cos 45°, y = R sin φ / cos 45°. No steps given. Find h, k, and hk, then predict — before computing — what happens at exactly 45°, and why anyone would want that.

Then check on the bench. If hk didn't come out to 1, the arithmetic slipped; the cos 45° appears once in each factor and cancels.

Verifying a handed-over derivative without redoing the calculus. You were told dy/ = R cos φ for y = R sin φ. Check it numerically instead of trusting it: with R = 1 at φ = 1.0 radians, compute (sin(1.001) − sin(0.999)) / 0.002 and compare to cos(1.0) = 0.5403. Agreement to four decimals means the derivative is right and you transcribed it right — a re-derivation only catches the first. This is the working practitioner's check, and it's the technique you'll use every time this course hands you a formula.

Compute~75 min

Evidence this block produces: a three-line verification table confirming, or refuting, three published claims from a 2021 peer-reviewed paper — using only your own arithmetic.

Auditing a paper with a pocket calculator

Gott, Goldberg and Vanderbei describe the behaviour of three azimuthal projections at the rim of a double-sided disk map — the rim being the equator, 90° from the pole at the centre. They state, in prose, three specific things Sourced fact S6:

  1. On the stereographic version, areas at the edge are four times enlarged relative to the centre.
  2. On the Lambert equal-area version, local shapes at the edge are distorted 2:1.
  3. On the azimuthal equidistant version, areas at the edge are π/2 larger than at the centre, and shapes are π/2 : 1 elongated.

You can now check all three yourself. Set the bench to each projection in turn, drag latitude to 0° (the rim), and read off the areal scale hk and the elongation k/h.

Projection at the rimhkk/hPaper's claim
Stereographic (polar)??area 4×
Lambert azimuthal equal-area??shape 2:1
Azimuthal equidistant??area and shape π/2

Fill in the table. All three claims hold exactly — 4.0000, 2.0000, and 1.5708 twice, which is π/2 to four decimals.

Sit with what you just did. You verified quantitative claims in a peer-reviewed astrophysics paper from first principles, in about fifteen minutes, with a slider and arithmetic. Inference That capability is the actual product of Threshold 2: not knowing what Tissot said, but being unable to be told a distortion claim you can't check.

Self-check · choosing the method, not executing one

Three situations. For each, say which quantity you'd compute — hk, ω, k/h, or none of them — and why. The skill being tested is picking the tool, not turning the handle.

  1. A choropleth of disease incidence per square kilometre across a continent.
  2. A nautical chart for a small boat crossing the Irish Sea on a fixed compass bearing.
  3. A map showing which of two hospitals is nearer for each household in a county.

Confidence before the reveal:

Now fill in your memo's section 3 properly. Three points, four columns, real numbers. That table was empty in Week 1. It is the difference between an opinion and a memo.

Week 4 · ~3.0 hrs

What each property buys, and what it charges

No new threshold this week. This is consolidation and interleaving — the week where the two crossings you've made get attached to a decision procedure, and where you practise the thing that is actually hard: not computing a distortion, but knowing which one to compute.

Read~60 min

Evidence this block produces: a one-page decision table in your own words, mapping purposes to properties, with the failure mode of each written next to it.

The four families

FamilyGuaranteePriceReach for it when
Conformalω = 0 at every pointhk unboundedAngles, bearings, local shape, large-scale topographic sheets
Equal-areahk = 1 at every pointω large away from standard linesDensities, rates per unit area, any visual size comparison
EquidistantTrue scale along selected lines onlyNeither area nor angleDistance from a centre, range rings, travel time from one point
CompromiseNothing exactlyNothing catastrophicallyGeneral reference world maps where no single quantity dominates

Snyder's manual ends its general section with a selection list organised by region and purpose rather than by mathematics Sourced fact S3. Some entries worth internalising, because they encode decades of practice:

  • Region with predominant east–west extent, away from the equator: Lambert conformal conic if you need angles, Albers equal-area conic if you need areas Sourced fact S3. This is most mid-latitude countries and US states.
  • Predominant north–south extent: transverse Mercator, or transverse cylindrical equal-area Sourced fact S3. Chile, Norway, Vietnam.
  • Roughly equal extent in all directions: an azimuthal — stereographic for conformal, Lambert azimuthal equal-area otherwise, in whatever aspect centres your region Sourced fact S3. Africa, Australia, an ocean basin.
  • Straight rhumb lines: Mercator, and only Mercator Sourced fact S3.
  • Straight great-circle routes: gnomonic, for less than a hemisphere Sourced fact S3.

Notice the structure of that list. The first question is never “which projection” — it's the shape of the region, then the property. Two questions, in that order, and the projection falls out. Inference

The compromise family is not a cop-out

It's tempting to read “preserves nothing exactly” as failure. But if your map has no single dominant quantitative job — a wall map, a reference map, an illustration — then optimising one property to exactness while letting another run to infinity is the worse choice. This is the reasoning behind the professional recommendation to abandon rectangular world maps in favour of minimum-error or compromise projections Sourced fact S12 Contested — and you'll meet the objection to that recommendation in Week 6.

Choose~60 min

Evidence this block produces: eight briefs classified, each with a one-line justification, and at least one you got wrong and can say why.

Self-check · interleaved — which method, and why

For each brief, name the property you'd require (conformal / equal-area / equidistant / azimuthal / compromise) and one sentence of justification. They're deliberately shuffled so you can't pattern-match off the preceding paragraph.

  1. A dot map of every Latter-day Saint congregation worldwide, for a wall in a foyer.
  2. Deforestation, in hectares lost per province, across the Congo Basin.
  3. Flight-time rings from a single airport hub.
  4. A cadastral survey plan for a 40-acre parcel.
  5. Shipping lanes across the North Atlantic, drawn for a vessel holding a constant heading.
  6. Population density by district for Chile.
  7. Which emergency services depot is closest, for each village in a mountainous county.
  8. A map showing that Greenland is much smaller than Africa, made specifically to correct that misconception.

Confidence before the reveal:

Retrieve~60 min

Evidence this block produces: two retrieval items from earlier weeks answered cold, and section 4 of your memo — the rejected alternative — rewritten with numbers in it.

Self-check · delayed retrieval from Weeks 2–3

Cold, no scrolling. (a) State the four-step argument that no projection is both conformal and equal-area. (b) A colleague shows you a projection and says “hk = 1 everywhere and ω is under 2° everywhere.” Is that possible? What would you check first?

Confidence before the reveal:

Memo work. Section 4 was one weak sentence in Week 1. Rewrite it: name the alternative, give its hk and ω at your three points, and reject it on a number rather than a preference.

Week 5 · ~3.75 hrs

Aspect and placement beat family

Almost every popular treatment of projections stops at the family — Mercator versus Peters versus Robinson, as though the choice were between named brands. In practice the two decisions that most reduce distortion on a real regional map are where you point the projection and where you put the lines of true scale, and both are usually free.

Read~60 min

Evidence this block produces: a sketch, with labels, of your region under tangent and secant placement, marking where scale is exactly true in each.

Tangent and secant

A cylinder wrapped around the globe touches it along one line — the equator, in the normal aspect — and scale is true only there. But the cylinder or cone can instead cut the globe at two parallels rather than touching at one, which conceptually gives two standard parallels Sourced fact S2.

The consequence is worth deriving rather than accepting. Tangent placement puts zero error at one line and lets error grow monotonically away from it — so across a region the error is 0 at one edge and maximal at the other. Secant placement puts the true-scale lines inside the region, so scale is slightly too small in the middle and slightly too large at both edges. The maximum absolute error is roughly halved. Inference — and one you can check on the bench in ninety seconds.

Do check it. Take a band from 30° to 60°. Compare the Lambert cylindrical equal-area (standard parallel 0°, tangent, far from the region) with Gall–Peters (standard parallels 45°, sitting right in the middle of it), reading k at both 30° and 60°:

Placementk at 30°k at 60°worst |k−1|
Standard parallel 0°1.1552.000100%
Standard parallels 45°0.8161.41441%

Same family, same guarantee, identical equal-area property — and less than half the worst-case linear error, purely from moving a parameter. Snyder makes the same point generally: by choosing the locations of the true-scale lines properly, scale errors elsewhere may be minimised Sourced fact S2.

Aspect

The axis of the cylinder or cone need not match the Earth's axis, and the plane need not touch a pole. Tilting them produces the oblique, transverse and equatorial aspects, in which meridians and parallels are generally no longer straight lines or circular arcs; what were standard parallels become standard lines that don't follow parallels at all Sourced fact S2.

This is the single highest-leverage move in the course. A transverse Mercator is a Mercator rotated 90°, so its line of true scale runs north–south along a chosen central meridian instead of east–west along the equator — which is why it, not Mercator, is the standard for north–south countries and for national grid systems Sourced fact S3.

The Universal Transverse Mercator system takes this to its logical end: divide the world into zones narrow enough that distortion within any one zone stays below a preset level Sourced fact S2, and apply a slight scale reduction along the central meridian — a factor of 0.9996 — so each zone is secant rather than tangent, splitting the error between the middle and the edges Sourced fact S16.

That's the whole idea of this week, industrialised: choose the family for the property, then spend your remaining freedom on aspect and standard lines.

Compute~90 min

Evidence this block produces: a chosen standard parallel for your own region, with the worst-case error before and after, in writing.

No worked example this week. You have the tools; use them.

  1. Take your region's latitude span, φsouth to φnorth.
  2. For a cylindrical equal-area with standard parallel φs, the parallel scale factor is k = cos φs / cos φ. Confirm this against the bench by checking that Gall–Peters, where φs = 45°, reports k = 1 at exactly 45°.
  3. Compute the worst |k − 1| across your band for φs = 0.
  4. Now find the φs that minimises the worst error across your band. You can do this by search — try five values and take the best — which is what minimax optimisation looks like before anyone dresses it up.
  5. Write down both worst-case numbers and the ratio between them. That ratio is what the parameter was worth.

You have just done Threshold 3 without being told. Step 4 required you to decide, silently, that “best” meant minimising the worst error across the band. You could instead have minimised the average error, or the error weighted by where the population lives, or the error at the one city that matters — and each of those would have selected a different φs. Notice that you made that choice and didn't announce it. Next week is about announcing it.

Build~75 min

Evidence this block produces: a four-candidate comparison table for your own brief, with a defended shortlist of two.

Build the table you'd hand to a colleague. Rows: four candidate projections, chosen using Week 4's region-shape-then-property procedure, each with a specified aspect and standard line(s). Columns: hk and ω at your region's centre and at its two worst corners, plus one column for “what this costs the reader.”

Then cut it to two, in writing, on the numbers. Keep the cut ones visible — a shortlist that shows its rejects is a defensible artifact; one that shows only the winner is an assertion.

If your region needs a conic and the bench doesn't have one: the bench is deliberately limited to projections with exact closed forms you can verify by hand. Use the closest cylindrical or azimuthal as a bound, note the substitution in the table, and say which direction the real numbers would move. Naming a gap beats quietly filling it with something that looks like a number.

Week 6 · ~3.75 hrs · Threshold 3

“Best” is a minimax you define

The last threshold is the uncomfortable one, because it takes away the answer you came for. There is no best projection. Not as diplomacy — as a structural fact about what a ranking is.

Read~60 min

Evidence this block produces: a written statement of the error measure, region, and weighting under which your Week 5 shortlist winner is optimal — and one alternative weighting under which it isn't.

Optimality needs three inputs before it means anything

The classical result here is Chebyshev's: the best conformal map of a closed region of the sphere — in the sense of minimising the sum of the squares of the scale errors — is one that has constant scale along the region's boundary Sourced fact S15.

Read the qualifiers rather than the conclusion. Best is defined only after fixing: the class of maps considered (conformal ones), the error measure (sum of squared scale errors), and the region (a specific closed boundary). Change any one and the theorem's answer changes. This is not a weakness of Chebyshev's result — it's what a well-posed optimality claim looks like, and it's the template for reading every “best map” claim you'll ever see. Inference

A modern attempt at a single score

Goldberg and Gott proposed six error measures for whole-world maps: isotropy, area, flexion (the bending of great-circle routes on the map), skewness (lopsidedness), distances, and boundary cuts Sourced fact S6. The first two are Tissot's a and b in disguise — isotropy is the RMS of ln(a/b), area the RMS of ln(ab) relative to its mean Sourced fact S6 — so Threshold 2 is literally the first two columns of the modern state of the art. The other four require first derivatives of the metric and are genuinely new.

Each error is normalised against the equirectangular projection and the squares are summed, so the equirectangular scores exactly 6 and lower is better Sourced fact S6:

ProjectionIAFSDBΣσ²
Equirectangular1111116.000
Mercator04.2031.01.1450.96018.308
Eckert IV1.87701.3690.8460.75515.847
Winkel Tripel0.9230.2881.3370.3210.69414.563
Gott–Wagner0.6000.6051.1360.3740.78214.497

Values as published Sourced fact S6. Read the Mercator row across: perfect isotropy, worst area error in the table, worst total. Every column is a real property; the total is a choice.

Note the zeros. Mercator scores 0 on isotropy because it is conformal; Eckert IV scores 0 on area because it is equal-area. No row has both zeros, and after Week 2 you know no row ever can.

Judge~60 min

Evidence this block produces: a written position on each of three contested cases, each naming what would change your mind.

Case 1: the score that changed its mind

The preprint of the Goldberg–Gott paper concluded, in its v1 abstract, that the Kavrayskiy VII projection beat the popular Winkel Tripel in every category except boundary cuts, where they tied, and had the lowest normalised errors of all projections studied Sourced fact S7. The published version and every later citation report the Winkel Tripel as the winner Sourced fact S5, S6.

Same authors, same six measures, same projections, different answer. The authors are open about the mechanism: the combination of the six error terms depends on the choice of normalising projection Sourced fact S6. They also say, of their own later projection, that they tried only one candidate specifically to avoid “teaching to the test” Sourced fact S6 — an admission that the metric is gameable by anyone willing to optimise against it.

This is Threshold 3 in a single example, and it is not a scandal. It is what happens when a multi-objective problem is compressed into one number: the compression is a value judgement wearing a decimal point. Inference

Case 2: Peters

The Gall–Peters projection — a cylindrical equal-area with standard parallels at 45°, which you derived in Week 3 — became the centre of a long public argument about the politics of map design. Peters argued that Mercator was culturally unfair to developing countries, shown smaller than they should be Sourced fact S6. Academic cartographers responded largely by assessing the map as cartographic design rather than debating each claim Sourced fact S11 Contested. In 1989 and 1990, seven North American geographic organisations adopted a resolution rejecting all rectangular world maps — a category containing both Mercator and Gall–Peters — though the North American Cartographic Information Society declined to endorse it Sourced fact S12. Denis Wood later called it an idiotic resolution Sourced fact S13 Contested.

You now have the equipment to hold both halves at once. Peters' quantitative complaint is correct: Mercator's area error is real, unbounded, and systematically favours high latitudes — you computed sec² φ in Week 1. The professional objection is also correct: fixing area by adopting a cylindrical equal-area buys hk = 1 at the price of ω reaching 73.7° at 60° latitude on the tangent version, and shapes shear badly. Both parties were right about their own error term and disagreed about the weighting, which is exactly the structure of Case 1. Inference

Provenance note: I have not read Robinson 1985, the 1989 resolution text, or Wood 2003 directly — they are cited here at one remove S11 S12 S13. Treat the characterisations as second-hand and the mathematics as first-hand.

Case 3: the projection you use every day is broken in a way nobody minds

Web Mercator, EPSG:3857, is what almost every web basemap renders in. It applies the spherical Mercator formulas to ellipsoidal coordinates, taking the sphere radius to be the ellipsoid's semi-major axis. The EPSG registry's own entry for it says plainly: not a recognised geodetic system; uses spherical development of ellipsoidal coordinates; relative to true ellipsoidal Mercator it gives errors of 0.7 percent in scale and northing differences up to 43 km on the map, 21 km on the ground Sourced fact S8.

The consequence that should make you sit up: unlike either the spherical or the ellipsoidal Mercator, this method is not conformal — the scale factor varies with azimuth, which creates angular distortion Sourced fact S9. The single property Mercator exists to provide is the one the web version quietly gave up, in exchange for tile arithmetic that was faster in 2005.

Vendor guidance on this is worth reading with the chip attached: Esri's explanation frames the issue as positional accuracy declining with latitude and reassures that it is unlikely to cause problems unless a coordinate system is mislabelled Sourced fact S10 Vendor framing. That's true. It is also written by a company whose products default to it.

And the practical verdict is still: usually fine. For rendering tiles it is fine. For measuring areas or distances across latitudes it is not, and no amount of it being the default makes it so. Threshold 3 doesn't say all choices are equal; it says the defence has to name the purpose. Inference

Self-check · delayed retrieval, all the way back to Week 1

In Week 1 you wrote why you'd picked your projection, and for many people the honest answer was “it's the default.” Given all three cases above, write the strongest possible defence of using the default — then say precisely what would have to be true of your brief for that defence to fail.

Confidence before the reveal:

Capstone~105 min

Evidence this block produces: Decision Memo v1 — and the Week 1 version placed beside it.

Same five sections, no scaffolding, no template beyond the headings. What's changed is what each section now has to survive.

  1. Brief. Unchanged, unless six weeks taught you the question was wrong. If it did, say so — that's a finding, not a failure.
  2. Choice. Family, aspect, standard line(s), each justified separately. Region shape first, property second, placement third.
  3. Distortion table. Centre and two worst corners; hk, ω, and the worst |k − 1| across the region. Every number computed and checkable.
  4. Rejected alternative. One serious candidate, rejected on a number, with the number.
  5. The cost — and the criterion. This is the new part and the whole of Threshold 3. State what the map systematically misleads about, and state the error measure and weighting under which your choice is optimal. Then name one different weighting a reasonable colleague might prefer and what it would select instead.

Then open the Week 1 memo next to it. The distance between them is the course.

If you finish feeling less certain than when you started, that's the correct outcome. You arrived wanting to know which projection is best. You're leaving able to say why that question has no answer, able to compute what any given answer costs, and able to state the conditions under which your own answer holds. That is a smaller claim and a much more defensible one, and it's what working competence in this field actually consists of.

Where to go next, if you want to

  • The ellipsoid and datums. The largest non-goal here, and the source of more real-world map errors than projection choice ever is.
  • Conics properly. Lambert conformal conic and Albers cover most national mapping and were deliberately left out because their scale factors don't reduce to one-line closed forms.
  • Snyder's manual end to end. Forward and inverse equations for every projection you'll meet, with numerical examples S2.
  • Finite distortion. Tissot is infinitesimal; flexion and skewness are the first derivatives of the metric and catch continental-scale errors Tissot cannot see S6.

Your calibration

Confidence you predicted, against how it actually went. A solo learner has almost no feedback loops; this is the cheapest one there is. Overconfidence on missed items is the signal worth acting on — it marks the concepts you'd have sworn you had.

No self-checks completed yet.

Sources

Each entry says how it was actually read. “Read in full” and “cited at one remove” are very different warrants, and collapsing them is the most common way course material acquires unearned authority.

  1. Gauss, C. F. (1827), Theorema Egregium, as stated in standard differential-geometry treatments. Tier 2 Read: modern statements and Gauss's translated formulation, not the original Latin memoir. Load-bearing for Threshold 1 — curvature is intrinsic, isometries preserve it, sphere and plane differ, therefore no isometry exists even locally.
  2. Snyder, J. P. (1987), Map Projections—A Working Manual, USGS Professional Paper 1395. Tier 1 Read in full: the general-concepts material through §6, covering characteristics of projections, the datum and ellipsoid, scale variation and angular distortion including Tissot's indicatrix and equations 4-1 through 4-5, and the classification and selection sections. The single most load-bearing source in this course.
  3. Snyder (1987), §6, “Suggested projections.” Tier 1 Read in full. The region-and-purpose selection list underpinning Week 4.
  4. Tissot, N. A. (1881), Mémoire sur la représentation des surfaces. Tier 1 Not read. Cited at one remove, via Snyder S2, who cites Tissot 1859 and 1881. Every indicatrix claim in this course traces to Snyder's presentation, not to Tissot.
  5. Goldberg, D. M. & Gott, J. R. III (2007), “Flexion and Skewness in Map Projections of the Earth,” Cartographica 42(4):297–318. Tier 1 Read: abstract and the authors' own detailed summary in S6. Full text not obtained. All six-error values quoted here are taken from S6, not from this paper directly.
  6. Gott, J. R. III, Goldberg, D. M. & Vanderbei, R. J. (2021), “Flat Maps that improve on the Winkel Tripel,” arXiv:2102.08176. Tier 1 Read in full, including both error tables. Source of the six-measure definitions, the normalised scores, the Chebyshev citation, and the azimuthal edge-behaviour claims verified in Week 3.
  7. arXiv:astro-ph/0608501v1 (2006), abstract of the preprint of S5. Tier 1 Read: abstract only. Reports Kavrayskiy VII as beating the Winkel Tripel in all categories except boundary cuts and having the lowest normalised errors — a conclusion the published version does not carry. The basis for Week 6, Case 1.
  8. EPSG registry entry for EPSG:3857, “WGS 84 / Pseudo-Mercator.” Tier 1 Read: the registry remarks and area-of-use fields. Source of “not a recognised geodetic system,” the 0.7% scale error, and the 43 km / 21 km northing figures.
  9. Rollins, C. & Paniccia, M., “NGA's Position on Web-Mercator” (US National Geospatial-Intelligence Agency briefing), and the associated 2014 advisory notice. Tier 2 Read: briefing outline and quoted advisory text. Source of the non-conformality claim — scale factor varying as a function of azimuth.
  10. Esri, “What does the NGA Web Mercator advisory mean for Esri Defense and Intelligence users?” Tier 4 Read in part. Included specifically as the vendor-framing example: accurate, and written by a party whose products default to the projection under discussion.
  11. Robinson, A. H. (1985), “Arno Peters and His New Cartography,” The American Cartographer 12(2):103–111. Tier 1 Not read. Cited at one remove through secondary accounts. The characterisation of the professional response in Week 6 is second-hand and should be treated as such.
  12. Resolution rejecting rectangular world maps, adopted by seven North American geographic organisations, 1989–1990; The American Cartographer 16(3):222–223; see also Robinson (1990), “Rectangular World Maps—No!” Tier 1 Not read. Cited at one remove, including the detail that NACIS declined to endorse it.
  13. Wood, D. (2003), “Cartography is Dead (Thank God!),” Cartographic Perspectives 45:4–7. Tier 1 Not read. Cited at one remove for the dissenting characterisation of the 1989 resolution.
  14. Snyder, J. P. (1993), Flattening the Earth: Two Thousand Years of Map Projections. Tier 2 Not read. The standard history; listed as the route onward, and as the source S6 cites for Chebyshev.
  15. Chebyshev's criterion for the best conformal map of a region. Tier 2 Read at two removes — via S6, which cites S14 p.140. The weakest citation chain in this course; flagged rather than smoothed over.
  16. Snyder (1987), UTM section, p.57 — central meridian scale factor 0.9996. Tier 1 Not read. The manual's contents and grid-zone discussion were read; the UTM page itself was not opened. The constant is very widely documented, which is not the same as verified.

What this course is weakest on

Three honest exposures. One: Tissot is cited entirely through Snyder S4. Two: the six-measure scores come from the 2021 successor paper rather than the 2007 original S5, which is exactly the amplification pattern — citing a source's summary of itself — that the sourcing discipline warns against; it is disclosed because it could not be avoided without the paywalled original. Three: the entire Peters section rests on secondary accounts S11S13. The mathematics throughout is first-hand and independently verified; the history is not.