Basic Illustrated. Map and Compass (PDFDrive)
Basic Illustrated. Map and Compass (PDFDrive)
Map and
Compass
Cliff Jacobson
FALCONGUIDES®
GUILFORD, CONNECTICUT
HELENA, MONTANA
AN IMPRINT OF THE GLOBE PEQUOT PRESS
Copyright © 2008 by Cliff Jacobson All rights reserved. No part of this book
may be reproduced or transmitted in any form by any means, electronic or
mechanical, including photocopying and recording, or by any information
storage and retrieval system, except as may be expressly permitted by the 1976
Copyright Act or by the publisher. Requests for permission should be made in
writing to The Globe Pequot Press, P.O. Box 480, Guilford, Connecticut 06437.
Photo credits: pp. 15 top, 25, and 39 © istockphoto.com; pp. 29 top, 29 bottom,
and 31 courtesy of Silva Company. All other photos are courtesy of Cliff
Jacobson.
Illustration credits: pp. 8 top, 68, and 72 courtesy of U.S. Geological Survey; p.
27 top © istockphoto.com; pp. 16, 19, 21, 36, 37, 54, 55, 62, and 63 by Lon
Levin; and pp. 17, 22, 39, 40, 43, 44, 45, 48 top, 48 bottom, 49, 56, 61, 69, and
70 by Cliff Moen. All other illustrations are courtesy of Cliff Jacobson.
ISBN 978-0-7627-4762-7
Printed in China
Preface
Equipment Needed
1 Getting Started
4 Navigation Basics
It’s pointless to begin the study of wilderness route finding without the two most
important tools—a map and compass. So before you begin your study, please
assemble the following materials.
Some years ago, while on a canoe trip in the Boundary Waters Canoe Area of
Minnesota, I rounded a point and saw a young couple sitting dolefully on a rock,
staring intently at what appeared to be a map. When they saw me, the pair stood
up and waved frantically in my direction. Curiously, I paddled over, only to
discover the two were hopelessly lost.
The man told me they’d left the lodge the day before and had set out with a
complement of backpacking gear to hike a portion of the Kekakabic Trail—an
old fire road that runs from Ely to Grand Marais. The trail crosses a number of
area lakes, hence our chance meeting. But the trail is poorly marked, and it’s not
maintained. Numerous animal trails and canoe portages intersect the route and
confuse things considerably. A good compass and topo map are essential tools
for navigating the “Kek.”
The man poured coffee while the woman continued to study the map. “I
think we’re here,” she said, tapping her finger on what appeared to be a small
knoll near the water’s edge. Eagerly, she looked to me for reinforcement.
I squinted wonderingly at the impossibly small scale (1:500,000) map. Even
with my bifocals, I could tell nothing.
“Where’d you get this map?” I questioned.
“From our outfitter,” came the reply.
“Hmmm . . .” I walked back to the canoe and got my 1:24,000 topo map and
spread it out on the lichen-splashed outcrop.
Reviewing the route.
“I believe you’re here,” I said, pointing to a drumlin some distance from the
perceived location. “How can you guys find your way around up here with a
map like this?”
“We can’t!” came the ready answer. “Our outfitter said this was all we
needed, that it’d work fine.”
“Yeah,” I replied.
Fortunately, I had three sets of maps in my party, so parting with one caused
no inconvenience.
As the case illustrates, you can’t do good work without the right tools. A
good map is everything. A compass alone won’t do. A compass is useful only if
you know where it leads you. And for that you need a map.
Even a simple state park or road map is better than no map at all. Example:
Assume you’re lost in a heavily wooded area. You have a compass but no map
Assume you’re lost in a heavily wooded area. You have a compass but no map
and no idea where you parked your car or “went in.” Being lost comes as quite a
surprise. After all, you hadn’t planned on going in “that far.”
Realistic problems? You bet! Ask any excited deer hunter. Think hard. How
can you find your way out of the woods?
There is one way. It’s called luck. Maybe if you go in a straight line (on any
compass bearing) far enough, you’ll hit a road. Maybe!
Now let’s redo the problem with the aid of a highway map (figure 1-1). Only
this time we can be more specific. You’re cruising south on U.S. Highway 24
toward Leadville. You park somewhere along the roadway then strike off
roughly northeast into the bush. You stuff map and compass deep into your
pockets. Surely you won’t need them. After all, you’re going only “a short
distance.”
Several hours later, your enthusiasm dampens. Edged against a stand of
impenetrable pines, miles of “nothing” stand between you and your car. Now
what?
Your highway map shows that roads border the woods all around. Granted,
there’s not much detail, but it’s enough. A rough southwest bearing will bring
you back to US 24. From then on, it’s simply a matter of asking directions.
As you can see, even a gas station highway map or state park guide will get
you “out of the woods,” if you have a compass and can use it for finding rough
directions.
Topographic Maps
All modern maps are made from aerial photographs that give a precise picture of
the land. Cartographers (mapmakers) use these photos to construct topographic
maps in a variety of scales, the most common of which are summarized as
follows.
Colored or monochrome?
Canadian maps in 1:50,000 scale are often available in monochrome (black and
white) as well as colored editions. Consequently, forests (commonly shown as
green areas) and lakes (colored blue) will appear in varying shades of gray.
Why get monochrome maps if colored ones are available? Two reasons: they
cost less and photocopy better—important considerations if you need a lot of
maps or duplications of certain sheets.
Unfortunately, American maps are not available in monochrome editions.
U.S. Maps
www.mytopo.com
Build your own custom topographic map or aerial photograph of any area in the United States.
Choose the scale, orientation, and coordinate system (latitude/longitude or UTM). Each map is
printed on tough, waterproof Tyvek paper and shipped direct to you.
www.mymapcard.com
Map Card membership in “mytopo.com” allows you to customize, print, and download unlimited
topo maps and aerial photographs on your computer.
Latitude/Longitude of Denver.
Aerial Photos
Suppose you’re planning to canoe a remote river in Canada. Your topo map says
you’ll have to portage your gear around a major falls along the route. The map
does not tell you where the portage begins, however. In fact, the contour lines
(more on this later) suggest there’s an impassable canyon wall on both sides of
the river.
Want to know more? Then order the aerial photographs from which your
map was made. Photos will bring into clear perspective the most obscure
features; more so if you specify stereo pairs. All you need is an inexpensive
stereoscope (available at most hobby shops) to view the land in glorious 3-D.
Now you’ll find a route around the falls . . . if one exists!
For those who don’t understand the ways of latitude and longitude: Outline
your area of interest on a topo map and mail, fax, or scan and e-mail it, along
with your payment, to the USGS or Canada Map Office. Your map will be
returned with your order. Order aerial photos from the Canada Map Office, not
from a topographic map dealer.
FIGURE 1-6:
Contour Lines
The thin brown lines on topographic maps are called contour lines. They give
“depth” and elevation to the land. You’ll learn all about them in the next chapter.
Tip:
If you have an old map, don’t take the location of trails, unimproved
roads, churches, and schools too seriously. It’s quite possible that
some of these man-made features no longer exist!
Map Symbols
How do you tell (on a map) a school from a church? By the appropriate symbol,
of course. There are dozens of map symbols, most of which are obvious. But lest
you forget, Canadian maps emblazon them all in the margin or on the back.
American USGS maps are more subtle. They tease you with a few road
classifications, then assume you know the rest or have on hand their free
pamphlet Topographic Map Symbols, which lists them all.
You’ll find a listing of the most common symbols in appendix 1. The USGS
Web site (specifically, http://erg.usgs.gov/isb/pubs/booklets/symbols) gives all
the symbols.
You should also realize that, for clarity, map symbols are not drawn to scale
—they always appear much larger than they really are. However, the geometric
center of these symbols is accurately plotted. So shoot a compass bearing (or
measure) there if you need to target a particular point.
CHAPTER 2 Easy Map Reading
2. The contour interval (CI) is the vertical distance between contour lines. Its
value in feet or meters is given in the lower map margin. Thus, if the CI is 50
feet, each successive contour line on the map increases or decreases (as the
case may be) in elevation by exactly 50 feet. Each fifth “index” contour line is
dark colored and is labeled with a number that gives its actual elevation above
sea level.
3. The contour interval is determined by the cartographer, based on the amount
of elevation change in the area. Mountainous regions will have a contour
interval of 50 feet or more, while on relative flatlands it may be 10 feet or
less. Consequently, the contour interval is not the same for all maps.
FIGURE 2-1
Falls are easy to spot on the contour map. Closely spaced vee points indicate a
sudden drop. Notice the difference between the extreme elevation change at 300'
to 250' and the long decline between 250' and 200'.
4. The larger the contour interval, the less clear are the characteristics of the area.
In short, a map with a CI of 10 feet gives a clearer picture of the topography
than one with a CI of 100 feet. Keep this fact uppermost in your mind when
you plan a cross-country hiking or ski trip. Remember, the shortest distance
between two points is a straight line only if you’re not mountain climbing!
5. Where contour lines cross or run very close together, you’ll find an abrupt
drop—a falls or canyon (figure 2-2). Especially look for these closely spaced
contour lines if you’re boating an unknown river. If tight contours intersect
your route, you can bet there are substantial rapids there.
To allay your concern, you may want to plot a river profile that shows the
actual drop per mile.
Tip:
Convert meters (foreign maps are all metric) to feet (1 meter equals
3.3 feet) if you don’t think in the metric system.
6. The closed or vee end of a contour line always points upstream (figures 2-2,
2-4). Note that this rule also applies to creeks, intermittent streams, and
gullies.
7. Contour lines become U-shaped (the closed ends of the U’s point downhill) to
indicate the outjutting spur (ridge) of a hill.
8. The actual heights of many objects are given on topographic maps. For
example, suppose you find the number 636X printed at a road junction. This
means that the X-marked spot is exactly 636 feet (or meters, as the case may
be) above sea level.
FIGURE 2-3
The map profile illustrates the techniques used to determine the drop of a typical
river. Handwritten circled numbers indicate contours. Distances (miles) are not
circled.
From mile 69 to 83 the river drops less—7 feet per mile, etc.
In deciding if it’s safe to boat an unknown river, keep these rules of thumb in
mind:
1. A drop of 3 to 5 feet per mile is nice cruising for an open canoe or fishing
boat. Ten feet per mile means gentle rapids. Twenty or more is about the limit
of an open canoe, and 35 may mean you’ll have to portage your rubber raft.
Caution: These are only guidelines. Maps tell you what to expect—not what
is! Use your eyes to account for that.
2. Equally important as drop per mile is how the drops occur—whether
uniformly or at a falls, dam, or major rapid. Closely spaced drops mean a
probable portage at those spots, though the rest of the river may be “user
friendly.” Uniform drops suggest a wild, fast ride, and your skills had best be
up to it!
Note:
You can convert the “top view” of your profile to a side view for
greater clarity. Figure 2-2 shows the procedure. You can also use
this same method to draw a profile for land masses. Suppose you
want to hike cross-country, but a large hill stands in the way. Can
you walk the hill, or will you have to crawl up it? To find out the
answer, simply draw a line from your location to your destination,
and graph the drop as shown in figure 2-2. Or scan the map section
into your computer and let a mapping softwear program do the
work. Another method: Assign a GPS waypoint (more on this later)
to each place that a contour line crosses the river. Then use an online
mapping program, such as GPS Visualizer
(www.gpsvisualizer.com/profile) to graph the drop.
Contour Quiz
Use figure 2-5 to test your knowledge of contour lines. Answers are at the end of
the quiz.
1. Is the creek flowing into or out of Pikitigushi Lake?
2. You are standing at point A. What is your height above sea level? (Clue:
Notice the 1,000-foot contour to the east.)
3. You are standing at point B, looking toward Pikitigushi Lake. Describe the
topography directly in front of you.
4. You are walking south, from B to C. Are you: gaining elevation? losing
elevation? remaining level?
5. You walk from B to D. Are you: going up a steep hill? going down a gully?
going up a gully?
6. A creek joins lake E from the west. Does that creek flow into or out of lake E?
Mark the location of A and B on your paper, then compare it to the map bar
scale.
Tip:
Forestry Suppliers, in Jackson, Mississippi (see appendix 4), carries
a complete line of tools for the professional forester and geologist,
including map aids and laminating films for maps and journals. It
carries the complete line of Silva, Suunto, Nexus, and Brunton
compasses.
CHAPTER Anatomy of the
3 Compass
No one is certain where or how the compass originated, though it appears that
the Chinese were first to discover magnetism in lodestone and its attractive
power. One of the first working models consisted of a piece of lodestone floating
on a cork in a bowl of water. Other primitive compasses, with magnets shaped
like fish or turtles, can be seen in Chinese books that date from the eleventh and
twelfth centuries.
The first clear description of a magnetic-needle compass is by Shen Kua, a
Chinese, in a.d. 1088—about a century before the earliest mention in European
texts. From then on, there are numerous references to compasses in Chinese
literature as well as stories about their use by sailors “in dark weather or when
the sky is overcast.” Other references suggest that primitive compasses were
used by Arabian merchants in a.d. 1200 and by Vikings a half century later.
It is not clear whether magnetism and its use for navigation was discovered
independently in Europe or brought by travelers from China.
For a while the Chinese led the world in compass production, evidently
because the hardened steel needed to hold the magnetism was not available in
other parts of the world. But around 1400–1500, Europeans got into the act, and
marine compasses became widely available. However, it wasn’t until someone
realized that compasses could be modified into sundials—and thereby substitute
for the expensive watches of the day—that portable field compasses were born.
Little change took place until the end of the pocket sundial period, around
1750. Then came the development of sighting devices and the refinement of the
1750. Then came the development of sighting devices and the refinement of the
“watch” or “box” compass, which survives today with few modifications.
The twentieth century saw substantial improvements in field compasses in
the form of the Bezard compass of 1902 and the liquid-filled British Army
compass of World War I. But it was not until the 1930s that the real excitement
began. First came the development of reasonably priced, liquid-filled
orienteering compasses and birth of the Silva company, then the introduction of
protractor-combined plate compasses and sophisticated sighting devices. Things
continue on the upswing in the twenty-first century: The best of today’s
compasses are a tribute to engineering genius—a quiet lesson in sophisticated
simplicity. (I am indebted to Björn Kjellstrom, inventor of the Silva compass, for
this historical information.)
Modern Compasses
A century ago route finding was a precarious business. Maps of wilderness areas
were not always accurate, and compasses were heavy, slow to use, not
waterproof, and had no provision for computing bearings from a map.
Now all that has changed. The best modern compasses incorporate complete
navigational systems. No longer do you have to grope for a pencil and protractor
and orient the map to north to take a bearing. And don’t let the plastic toylike
construction of these instruments fool you. Most of the mid-priced ($15–$25)
models can be consistently read to within 2 degrees of an optical transit—hand
held! Even the cheapies seldom vary by more than 4 degrees.
There are five types of modern compasses: 1) fixed dial or standard needle,
2) floating dial, 3) cruiser, 4) orienteering, and 5) electronic. There’s also the
braille compass—actually developed from the floating-dial format. For hiking,
canoeing, hunting, fishing, and just about everything else, only the orienteering
type (and where extreme accuracy is required, the floating dial with optical
sights) makes much sense. Here are the differences:
Fixed-Dial Compass
Best typified by twenty-five-cent gumball machine models, these questionably
superior versions of the old box compass have degree readings embossed on a
fixed outer ring (figure 3-1). The needle rides on a hardened steel or mineral
bearing in the center of the capsule. Fixed-dial compasses are slow to use,
inaccurate, and not very versatile. People buy them because they don’t know
how to use any other kind. About all these are good for is zipper pulls on jackets.
Nonetheless, because they are so popular, you should know how to use them
Nonetheless, because they are so popular, you should know how to use them
effectively. You’ll find the specifics on page 37.
FIGURE 3-1
Fixed-dial compass.
Floating-Dial Compass
The needle is an integral part of the numbered dial and spins freely on the pivot.
You point the compass toward your objective and read the bearing at an index.
There’s nothing to set, usually, not even a cover to raise. Floating-dial
compasses run the gaunt-let of quality—from the five-dollar “hunter pin-on” to
sophisticated direct sighting models like the Suunto KB-14 (figure 3-2) that can
be interpolated to more than 15 minutes of arc.
FIGURE 3-2
FIGURE 3-3
Cruiser Compasses
Cruiser Compasses
These are professional-grade instruments (figure 3-4) that come in solid metal
cases with protective hinged covers, onto which a “lubber’s” (sighting) line has
been inscribed. Numbers on the dial run counterclockwise (opposite to that of a
fixed-dial compass) so you can face your objective and the instrument where the
north end of the magnetic needle intersects the dial.
FIGURE 3-4
Despite their dated design, “cruisers” are still used by foresters and
geologists. They are accurate, heavy, slow to use, not waterproof, and very
expensive.
FIGURE 3-5
A Silva Ranger orienteering compass with hinged sighting mirror. (Photo: Silva
Company)
Silva Cobalt digital compass. Note the built-in baseplate for transferring
bearings from map to compass. (Photo: Silva Company)
2. Your direction of travel (bearing) is “locked” onto the compass dial. There’s
nothing to remember or write down. In fact, you don’t even have to read the
dial at all!
3. All orienteering compasses have ruled scales along their plastic baseplates that
make it easy to determine scale distances from a map.
4. Orienteering compasses all have liquid-damped needles. Needle oscillation
ceases in three to five seconds. The system works in temperatures down to 40
below zero.
5. The instrument is so simple that an eight-year-old can learn to run one in a
matter of minutes.
For backcountry use, the orienteering compass has no peer. Unless you’re
running survey lines in search of buried treasure—in which case, you’ll want an
optical sighting compass—I can think of no reason why you should choose any
other kind.
Because the orienteering compass is so versatile, the instruction in this book is
Because the orienteering compass is so versatile, the instruction in this book is
centered around its use.
Braille Compass
Silva of Sweden makes the world’s only braille compass, which the Brunton
company distributes under the Nexus name (figure 3-7). It uses a floating-
compass card (floating-dial model) with braille markings. When the cover is
closed, the compass card turns freely; when opened, the dial and bearing are
locked in place.
FIGURE 3-7
A Brunton Nexus model 16B compass. When the cover is closed, the compass
card turns freely; when opened, the dial and bearing lock in place. (Photo: Silva
Company)
Damping
A compass needle will continue to oscillate for some time unless it is damped,
either by a light-viscosity liquid (liquid damping) or by magnetism (induction
damping). Liquid-damped needles will stop moving in about three seconds;
induction-damped needles take much longer. As to longevity, the vote goes to
induction damping, as there’s never a chance for a leaky capsule.
Figure 3-8
Characteristics of compass styles.
Sights
Some compasses come equipped with sights, which may or may not be a good
thing.
Optical (lensatic and prismatic) sights are most accurate and, in compasses
of good quality, give results comparable to expensive surveying instruments.
When you look through an optical sight, you see image, graduated dial, and a
vertical intersect line, all in the same plane. The result, in a well-built compass,
is accuracy to a fraction of a degree.
Lensatic sights, like those on the old military field compass, are good or bad,
depending on the precision of the sight assembly. The original U.S. Army
lensatics could be read to 2 degrees of perfection or better. But the ten-dollar
foreign copies that currently flood the market are another matter. Most won’t
read within 5 degrees of a transit!
Combination mirror-vee sights have a pop-up mirror with a vertical line
scribed through its center. You adjust the mirror to a 60-degree angle (so you
can see the alignment of the needle in the capsule), turn your body (not the
compass) until the needle is centered within a printed arrow on the dial, then
peer across the gunsight vee on the cover top toward your objective. Sounds
accurate, and it can be, if you’re extremely meticulous. Fact is, you can do as
well—often better—by simply holding the instrument waist high and looking
straight ahead. Accuracy of the system depends in large measure on precision
mounting of the mirror and your ability to keep everything in alignment while
holding it all rock steady.
The problem with all nonoptical sights is their very short sighting plane—
akin to shooting accurately a pistol with a 2-inch barrel. As explained, the
accuracy of any sight depends on the precision and ruggedness of the mounting
system. Unfortunately, most hinged compass sights lack the durability for long-
term precise alignment. For this reason, your best bet is to use the waist-high
method of sighting that is explained at the end of this chapter. Still, a hinged
cover is nice because it protects the compass lens from knocks and scratches.
Declination
Some compasses have a mechanical adjustment for magnetic declination. This
feature is quite inexpensive and is necessary only if you live in an area where
declination values are large, or if you are confused by the mathematics of its
computation. See the next chapter for details.
Inclination
The Earth behaves like a giant magnet, and the closer you get to the poles,
the greater the magnetic force. This causes the north end of the needle to tip
down in the Northern Hemisphere and to rise in the Southern Hemisphere.
Consequently, the compass needle must be balanced for the zone of operation so
the needle will spin freely on its pivot.
Professional surveying instruments have a movable counterweight on the
needle tail that can be repositioned if necessary. Field compasses, however,
come from the factory balanced for the zone of use. Most any compass you buy
in the United States will work fine in North America. Hiking in Ecuador is
another matter! Instruments that are balanced for far northern and southern zones
are available on special order from the best compass makers.
Dial Graduations
The best compasses have dials that are graduated in 1-or 2-degree increments.
Having more graduations than this simply clutters the dial. However, a lot of
fine instruments have 5-degree graduations (especially those with small dials),
and this is quite suitable for a field compass.
The rule is that you can interpolate a bearing by twice splitting the distance
between the graduations on either side of the index. Thus, a 2-degree dial can be
guesstimated to ½ degree; a 5-degree dial to 1¼ degrees, etc. So if you need the
most precise readings, opt for finer graduations.
It’s important to realize that precision bearings are only useful when
combined with optical sighting systems. They are of little value in an
orienteering compass. That’s because orienteering instruments are almost never
“read.” Instead, the needle is aligned in the “doghouse” (printed arrow inside the
capsule) and the direction-of-travel arrow on the baseplate is followed. There is
no need to read specific numbers. Indeed, orienteering compasses need not be
graduated at all.
It is not uncommon to transfer data from map to compass and make serious
directional mistakes. A knowledge of your approximate direction of travel should
be known before you get down to specifics!
Protractor Method
Use this if you don’t have an orienteering compass.
1. Draw a line from A to B.
2. Center your protractor over A and align “protractor north” with true north on
your map (figure 4-3). Remember, true north is at the top of your map. Its
direction is indicated by the starred leg of the declination diagram (more on
this later) in the right map margin.
3. Read the protractor at the line intersect. You get 290 degrees.
4. Compare this figure (290 degrees) with your guesstimate of 315 degrees. Are
the two within 90 degrees of one another? Good. You haven’t made an error:
You know you’re going in the right direction!
Orienteering-Compass Method
1. Place either the left or right edge of the compass baseplate over point A. Place
the forward edge of the same side of the baseplate on point B. Your compass
is now pointing in the direction you want to go—from A to B, not from B to
A (figure 4-4).
2. While holding the baseplate tightly in position, turn the compass housing until
north on the dial points to the top (true north) of the map. Caution: Don’t use
the magnetic needle! Your direction of travel—290 degrees—is now locked
onto the dial and can be read at the index inscribed on the compass base.
3. Now . . . while holding the compass in front of you with the direction-of-
travel arrow inscribed on the base pointing away from your body, rotate your
body with the compass until the magnetic needle points to north on the dial.
Look straight ahead. You are now facing 290 degrees—toward Horseshoe
Island.
FIGURE 4-3
FIGURE 4-4
Note:
Note:
This is identical to the waist-high sighting method described on page
36, except that instead of shooting a bearing to a distant point,
you’re computing it from a map.
FIGURE 4-5
FIGURE 4-6
Azimuth/bearing relationship.
Aiming Off
Proceeding from attack point to attack point is as useful on land as it is on water,
with one exception: Trees! Getting around them necessarily means
reestablishing your bearing after every run in—not impossible, but awkward
enough to preclude pinpoint targeting of your objective. For this reason, precise
compass bearings are usually modified by aiming off. This simple procedure
ensures you’ll hit your objective head-on. Consider the following scenario:
ensures you’ll hit your objective head-on. Consider the following scenario:
You’ve parked your car at the road junction at A and have walked the trail to
Tarrison Lakes (B). To return, you can follow the winding trail back—three and
one-half miles (see the bar scale below) or, you can Declination=10° East
Countour Interval=50 feet eliminate more than a mile by heading cross country
to A. However, if you compute a direct compass bearing from B to A, your
chance of hitting A is extremely small. It’s doubtful you can maintain a precise
compass course over this rough and wooded ground. Better to compensate for
your wandering by aiming off to the southwest, say to an imaginary point (D) on
the road. If you set your compass for 240° (for simplicity, assume the declination
is zero—see Declination section below) you will strike the road somewhere near
point D. Makes no difference whether you are north or south of D. Once on the
road just follow it south to your starting point. Simple, isn’t it?
FIGURE 4-7
FIGURE 4-7
Wouldn’t it be shorter to hike due west to the road, towards point C? Shorter,
yes. Easier, no! The contour lines (50 foot contouir interval) suggest you’ll be
puffing up hills and sliding down valleys. The B to D plan is much more level.
If aiming off is useful on land, it’s even more useful on water. For example:
Suppose you’re located at point G on the Lost Lake map (figure 4-2). You want
to take the portage trail that leads to the South Arm of Maze Lake, just north of
H. There are three portages leading out of Bay 3, but only one goes to South
Arm. From G to the South Arm trail is about 3 miles. A 4-degree error over this
distance would cause you to miss your objective by at least 1,100 feet
(remember, 1 degree of compass error equals 92 feet per mile of ground error),
or nearly a quarter mile—enough to send you scurrying down the wrong trail.
The solution is to aim off to H—an unidentifiable point just south of the trail.
Then, when you reach the shoreline, turn right (north). The first path you come
to is the correct one.
Declination
A compass points (actually, it doesn’t point—it lines up with the Earth’s
magnetic field) to magnetic north, not true north. This angular difference, called
declination, must be considered whenever you use your compass (figures 4-8
and 4-9). In the eastern United States the declination is westerly; in the western
United States it’s easterly. If you live right on the imaginary line that goes
directly through both the true and magnetic north poles (called the agonic line),
your declination will be zero.
On the other hand, if you live east or west of the agonic line, your compass
will be in error, since the true north pole is not in the same place as the magnetic
north pole. As you can see from the declination chart, the farther away you are
from the agonic line, the greater the declination. Moreover, the magnetic pole is
constantly moving; because of this, declination will vary from year to year as
well as place to place. Consequently, it’s not possible for compass makers to
factory adjust a compass to account for this variation.
FIGURE 4-8
Note:
Note:
It makes no difference in which direction (north, south, east, or west,
or something in between) you are going on the map sheet. If the
declination is east, you always subtract its value from your true map
bearing. If it’s west, you add it. If this is confusing, you may want to
buy a compass that can be adjusted for declination.
Your true bearing from A to B in the Lost Lake exercise was 290 degrees.
Change it to a magnetic bearing by application of the rhyme. Subtract 6 degrees
and you get 284. Adjust your compass for this new heading and take off. You’ll
hit point B head-on.
Conversely, if the declination were west, you would add its value (290 + 6 =
296) to your compass reading.
Okay, test time . . . again. Convert all your true Lost Lake bearings to
magnetic ones. Answers are found in figure 4-5.
Grid Declination
Grid lines take the guesswork out of aligning your protractor or orienteering
compass to map north. Remember, however, that grid lines don’t point true
north, so you’ll have to compensate for their variation.
Any bearing you compute off a map using grid north (any grid line) as the
north reference line is, by definition, a grid bearing. Before you can follow this
bearing on the ground, you must first convert it to a magnetic bearing by
application of the “east is least, west is best” rhyme.
The grid declination in figure 4-10 is 31°37' east, or 32 degrees, when
rounded off. Subtract 32 degrees from your grid bearing and set this value on
your compass. That’s all there is to it. The procedure is identical to that used to
change a true bearing to a magnetic one.
In truth, we’re splitting hairs here, for grid north is so close to true north (just
13 minutes away) that the difference is meaningless. This isn’t always the case,
however, so check out the values before you commit to your accurate field
bearings. Admittedly, true and grid north seldom vary by much more than 3
degrees, so for typical field use the two can usually be considered as one.
Note:
Note:
To update the grid declination, merely subtract 5 degrees from the
grid magnetic angle of 32 degrees. Answer: 27 degrees east.
Position of triangulation.
Position by Triangulation
Suppose you’re lost on a large, mazelike lake, but you can recognize two or
more topographical features off in the distance. Use your orienteering compass
(or protractor and conventional compass) to find your position by triangulation.
Pick out one point on the horizon that you can identify—Old Baldy, in this
case (see figure 4-11). Shoot a magnetic bearing to the point (bearing = 312
degrees). Change this magnetic bearing to a true bearing by reverse application
of the rhyme: 312°+ 6°=318°. Draw the back (reciprocal) bearing (318°–
180°=138°) through Old Baldy, using your compass baseplate and a sharp
pencil.
Now . . . using the baseplate as a straight edge, draw your line. Repeat the
exercise using another point that you can identify (the old fire tower). You are
located where the two lines cross.
Okay, now for another test, again using the Lost Lake map in figure 4-2. You
can identify Dunker Hill at a magnetic bearing of 253 degrees and Kaby
Lookout at a magnetic bearing of 4 degrees. Where are you located? Clue: Don’t
forget to apply the declination. You’ll find the answer on the next page.
Tip:
When using an orienteering compass, you don’t have to compute the
back bearing at all. Simply set 318 degrees on the compass dial,
place your pencil point on Old Baldy, and put the forward edge of
one side of the baseplate against the pencil point. Rotate the entire
compass in an arc about the pencil until north on the dial (not the
needle) points to the top (true north) of the map. Caution: Do not
turn the compass housing during this operation, since the true
bearing that you just computed to Old Baldy (318°) is set on the dial.
This procedure will not work if you change the dial setting!
Free Triangulation
This is the same as two-point triangulation, except you need just one reference
line. Assume you’re hiking along the railroad track in figure 4-13 and want to
establish your exact position. In the distance you see a large hill that stands out
boldly among the flatlands. You shoot a compass bearing to the hill and get 156
degrees.
Convert this magnetic reading to true direction by reverse application of the
rhyme: 156°+10°=166°. Next, determine the back bearing (166°+180°=346°)
and plot it on the map. You’re located where the line crosses the track.
Use free triangulation any place you can establish a single line of reference
—a road, trail, river, creek, lakeshore, or power line.
If you’ve progressed this far, you’re just short of being expert with map and
compass. You can now compute map bearings, convert them to magnetic
readings, and chart a course through tangled brush or the maze of islands on a
fog-bound lake. You know all about aiming off, triangulation, and declination
plus a wealth of other navigation procedures.
So congratulations on your hard-earned confidence. You’re almost ready to
cope with the worst of times on the best of terms. What you need now is
practice, practice, practice . . . plus a working knowledge of some tricks of the
trade. Here are a few.
Navigation at Night
Over the years I’ve done a fair amount of black night canoe travel on large
sprawling lakes. Most memorable was the time I camped in the Boundary
Waters Canoe Area of Minnesota and was awakened to find three bears merrily
munching dehydrated prunes that my teen group had carelessly thrown about.
We blew whistles, clanged pans, and yelled loudly. No luck. The bruins
remained oblivious to the racket and kept right on eating.
When they knocked down one tent, we decided it was time to leave. Within
minutes we struck camp and put to sea. There was no moon or stars; just full
cloud cover and vast nothingness. Visibility was a flat zero.
Practice Problem:
Calculate the distance between points on the Lost Lake practice map
in chapter 4. Assume a travel speed of 2 miles per hour. Check your
answers in figure 4-5.
River Navigation
Everything in this book has been necessarily centered around land and lake
navigation. After all, that’s where you’ll be navigating most of the time. But
suppose you want to canoe or raft a wild, brawny river. Are there navigational
concerns other than those mentioned in chapter 2?
You bet! With the impact of man on river systems, it is becoming more and
more important for river users to know what the water conditions are before they
go afloat. Many local and even far northern rivers are now dam controlled and
are very dangerous at high water or impossible to paddle during the “walking
levels” of late summer. Barbed-wire fences strung across rivers maim and kill
boaters each year, and the people who string these fences usually have the law
on their side. Each year, we read about canoeists and fishermen who
inadvertently paddled over a dam because they didn’t know it was there.
If you boat rivers, you must be able to accurately locate and identify dams,
rapids, fences, and other obstacles that can endanger your trip. The symbols for
many of these appear on your topographic map, but not all. Frequently what’s
there is incorrect. Here are some ways to outfox the inadequacies of your map.
1. Continually check the level of the tree line as you paddle along. If tree heights
fall off suddenly, there’s a dam or falls ahead.
2. Maps do not indicate obstacles that are the result of river turbulence. Waves
pile up on the outside of bends, and so does debris. Except in very low water,
you should always stay on the inside curves of a river.
3. It is very difficult to fix your position on a river. A compass will be useful for
rough directions only. Of course, you can reaffirm your location at major
bends, rapids, or incoming streams, or you may be fortunate enough to locate
an identifiable object upon which you can plot a line of free triangulation.
Lastly, some of the best sources of river conditions are the people who live
in the area. Always check with them before embarking on a river, even if you’ve
run it many times. Be aware, however, that locals tend to exaggerate the dangers
of their river. So especially seek out foresters or professional people who work
in the area. Outdoors people will generally tell it like it is . . . or at least they’ll
exaggerate less.
exaggerate less.
And if one day your dreams take you to the far north, where rivers run cold
and help is an airplane ride away, you’ll need to know (absolutely know!) your
precise location at all times. Contrary to what you may have read or heard,
compasses are generally quite reliable near the Arctic Circle—that is, if you can
correctly apply the declination—which may change with each few miles you
travel!
By the way, you can also use your compass as a watch. Just keep in mind the
hourly positions of the sun, which are:
6:00 a.m.—east 3:00 p.m.—southwest
9:00 a.m.—southeast 6:00 p.m.—west
noon—south
FIGURE 5-3
Baselines
Most every book on wilderness navigation has a chapter devoted to helping “the
lost hunter”—relocating your remote camp, finding the remains of the deer you
shot, etc. But it’s all simply a matter of baselines; that is, you establish a reliable
handrail (road, stream, power line, etc.). Then use it as a reference line for your
bearings. Figure 1-1 is a typical example of this relationship—one that again
proves the importance of a map. Note, however, that you don’t need a formal
map to travel the backwoods with confidence. A mind relationship is often
enough. My three-day “confusion” in the Oregon woods is a case in point. I
knew Highway 101 was due west. And that was sufficient!
As you can see, there’s no substitute for common sense. To this add a good
map and a compass and a practiced hand, and you’ll have all the tools you need
to confidently navigate the backcountry.
CHAPTER The Global Positioning
6
System(GPS)
GPS (global positioning system) receivers are hot new navigational aids.
Twenty-four satellites that orbit Earth twice a day transmit precise time (via an
atomic clock) and positioning information. With a GPS receiver you can
determine your location on Earth to within 10 meters or less in a matter of
minutes or seconds. Or you can enter a set of coordinates of a place you want to
go, and the GPS receiver will provide a compass bearing and distance that will
be updated by satellite information as you walk, drive, fly, or paddle. Press a
button and you get a speed readout and an estimated time of arrival.
Even without a map, a GPS is extremely useful. Enter your starting position
and save it as a waypoint. Establish other waypoints as you proceed—then, like
Hansel and Gretel, follow your electronic bread crumbs home.
Most of today’s GPS receivers are “menu driven,” which somewhat
simplifies operation. Nonetheless, mastery of the instrument requires
considerable study plus a working knowledge of maps and navigational
procedures. All hand-held GPS units operate on small batteries, which could fail
when you need them most. For this reason, it’s impractical to leave the
instrument on for continuous positioning. The most useful GPS feature is its
ability to verify your location on a map.
Maps must have some sort of reference system to which your GPS can relate.
United States and Canadian topo graphic maps are marked with degrees of
latitude and longitude. Canadian topographic maps and U.S. military maps also
use the Universal Transverse Mercator (UTM) system that is simpler because
it’s decimal-based. Any GPS unit can be set to read Lat/Lon or UTM
coordinates, as you prefer. Some maps made by private companies for use in
coordinates, as you prefer. Some maps made by private companies for use in
specialized areas, such as national parks and wilderness areas, don’t have either
UTM or Lat/Lon markings, which means you can’t use GPS with them.
GPS receivers are hot new navigational aids. The reading on the author’s GPS
(66°30.093’) indicates that he is about to cross the Arctic Circle, which, in 2000,
is defined as 66° 33’ 39” N latitude.
The author uses his GPS to check his location on a topographic map. Along the
The author uses his GPS to check his location on a topographic map. Along the
Snake River, Yukon Territories, Canada. Note waterproof case for the map and
GPS.
A GPS receiver will not replace your map and compass, but it will add to the
fun—and safety—of exploring wild places.
FIGURE 6-1:
FIGURE 6-1:
What Is UTM?
UTM divides the world into sixty zones (figure 6-2). Each zone spans 6 degrees
of longitude and 164 degrees of latitude (it covers from latitude 80° south to
latitude 84° north). Zones 10 through 19 cover most of the United States and
Canada. Lettered bands of latitude divide the zones (figure 6-3). A central
meridian runs through the middle of each zone and is assigned an arbitrary
(false) easting value of 500,000 meters to avoid using negative numbers. Thus,
the grid values to the west of each central meridian have an easting value of less
than 500,000 meters; those to the east of each central meridian have an “easting”
value greater than 500,000 meters.
FIGURE 6-2
UTM divides the world into 60 zones. Zones 10–19 cover most of the U.S. and
Canada.
To specify a point in the North Hemisphere you give its distance in meters
from the false east origin (easting), and the equator (northing). Points south of
the equator are handled differently: In order to have northing values increase
going from south to north (and to avoid negative numbers), the equator is given
a false northing value of 10,000,000 meters.
Sound complicated? Don’t fret. All this is overly academic. To use your GPS
receiver with UTM coordinates you simply need to know the hemisphere and
zone in which you are traveling, the horizontal map datum, and how to read the
coordinates.
Zone Numbers
You’ll find the zone number in the margin of every topographic map. It is
expressed as a number (for example, 16) on U.S. topographic maps and as a
number, followed by a row letter, on U.S. military maps and Canadian
topographic maps. For example, the map section shown in figure 6-4 is in zone
16U, which is in Ontario, Canada (see figure 6-3). If you use map coordinates to
initialize your GPS or to program a waypoint, you’ll have to specify the zone
number and hemisphere (northern or southern). Some GPS units allow you to set
the complete zone designation (for example, 16U).
FIGURE 6-3
Lettered bands of latitude divide the zones. The map section in figure 6-4 is in
zone 16U.
Map Datum
A datum is part of a shape that best fits the part of the world that’s indicated on
your map. The Earth is not a uniform ball, so certain datum systems provide a
truer picture than others for some portions of the Earth’s surface. Essentially, the
map datum tells your GPS what “Earth shape” the map is using. The datum is
printed on the bottom of all topographic maps. The three most popular datums
are: NAD 27 (North American datum, 1927), WGS 84 (World Geodetic System,
1984), and NAD 83 (North American datum, 1983). There are hundreds of
datums—if you use the wrong one, your GPS unit won’t provide an accurate fix.
If you set up your GPS receiver to use latitude/longitude, a datum error may
result in a map error of as much as 200 meters in North America. But a datum
error with UTM coordinates is more serious—up to 300 meters in North
America.
FIGURE 6-4
When you enter a waypoint, your GPS receiver puts that waypoint into
memory under the WGS 84 datum (its default datum), after first converting it
from the datum you have currently chosen. If you later choose a different datum,
your GPS will translate the coordinates and display them in the new datum you
select.
FIGURE 6-5
Answers:
a: 332300E / 5849500N or 0332300E / 5849500N
a: 332300E / 5849500N or 0332300E / 5849500N
b: 332400E / 5848800N or 0332400E / 5848800N
c: 333800E / 5848300N or 0333800E / 5848300N
The beauty of the UTM system is that you get a fairly accurate fix by
plotting just three numbers. Consider the position of point a: The boldfaced
numbers 323/495 (0332300 / 5849500) indicate that you are three-tenths (0.3) of
a grid square east of line 32 and five-tenths (0.5) of a grid square north of line
49.
Say you’ve been hiking for an hour and want to know your location. Just
turn on your GPS unit and plot the three important easting and northing numbers
on your map. Then turn off the GPS to save batteries.
A military map note: Secondary numbers are omitted on military maps. The
Military Grid Reference System (MGRS), a slight modification of UTM, drops
the small digits and uses a two-letter identifier to indicate the 100,000-meter
square of operation.
Reminder: Be sure you have programmed into your GPS unit the
hemisphere and zone number (or complete number-and-letter zone designation)
in which you are traveling.
If you have a computer online, you can use the UTM Converter at
www.cellspark.com/utmconverter.html to convert UTM values to
latitude/longitude and vice versa.
3. If you want to share UTM coordinate information with someone, be sure you
reference your eastings and northings to the map sheet you are using.
Technically, you should provide the horizontal datum, complete grid-zone
designation, and the full easting and northing.
Recommended Reading
For more information on GPS, I suggest the following:
U.S. Geological Survey Fact Sheet 142-97. Available from the USGS; see
chapter 2 for contact information.
Appendix 1
Common U.S. Map Symbols
Appendix 2
Common Terms
Agonic line: A line or zero declination. At any point along this imaginary line,
the compass will point true north.
Aiming off: The navigator aims to the right or left of his objective, rather than
straight at it. This creates a purposeful error in a known direction, which helps in
targeting the objective.
Attack point: A point on the map that is easy to identify on land (hilltop, road
junction, railroad crossing, etc.). Same as a “check point.”
Azimuth: An angle measured clockwise from north (true, grid, or magnetic) to
your objective.
Back bearing: Also called reciprocal bearing. It is the opposite direction from
which you came. Or 180 degrees plus or minus your forward bearing.
Baseline: A handrail that’s used as a reference line for positioning when afield.
The navigator works on one side or the other of the baseline. A return bearing is
plotted to the baseline, which is then followed “home.”
Baseplate: The ruled plastic base of an orienteering compass.
Bearing: A direction, in degrees, from where you are to where you want to go.
Technically, the degree reading east or west of a north-south reference line.
Cardinal points: The primary directions—north, east, south, west.
Compass rose: The 360 degrees of the compass circle.
Contour interval: The difference in elevation (usually above sea level) from one
contour line to another.
Contour lines: Light brown lines on a map that indicate height above sea level.
Declination: The direction in which the compass needle points. More accurately,
it’s the angular difference between true north and magnetic north, or between
grid north and magnetic north (called “grid declination”). Expressed in degrees
east or west of the agonic line.
Declination diagram: A diagram in the legend of topographic maps that gives
the value of the area declination.
Direction-of-travel arrow: An arrow inscribed on the plastic base plate of
orienteering compasses points toward your objective when the compass is
properly oriented (needle centered in the doghouse).
Doghouse: A slang term for the printed arrow inside the housing of orienteering
compasses. When the “dog” is in the “house” (magnetic needle inside printed
arrow of housing), the compass is properly oriented.
GPS (global positioning system) receiver: An electronic unit that receives
positioning information off orbiting satellites. With a civilian GPS model, you
can locate your position anywhere on Earth in a matter of minutes. Accuracy is
10 meters or less.
Grid lines: Interconnecting lines superimposed over the face of topographic
maps.
Grid north: The direction the grid lines point with respect to true north.
Handrail: A topographic feature that you can follow to your objective, such as a
road, river, creek, power line, trail, or lakeshore.
Housing: The part of the compass that contains the magnetic needle.
Index: A master map that contains information for ordering topographical maps.
Also the place on a compass where the bearing is read.
Intercardinal points: Intermediate compass points—northeast, southeast,
southwest, northwest.
Latitude: The distance in degrees north or south of the equator.
Longitude: The distance in degrees east or west of the prime meridian located at
Greenwich, England.
Magnetic north: The direction the compass needle points.
Map aid lines: Parallel lines inside the housing of orienteering compasses. When
these are aligned to map north, the compass will give a proper bearing you can
follow on the ground.
Meridians: Same as lines of longitude. Meridians run true north and south.
North: There are three norths—true (geographic), magnetic (direction the
compass needle points), and grid (direction the grid lines run).
Orienteering: Competitive sport combining cross-country running and compass
directions to locate specific points (called controls) on the ground.
Parallels: Lines of latitude. These run “parallel” to the equator.
Planimetric map: A map that does not indicate elevation above sea level;
Example: a common road map.
Protractor: A plastic arc used for measuring angles.
Scale: The relationship between map and ground distance. Expressed as a
representative fraction, such as 1:250,000.
Symbols: Icons on maps that depict primarily man-made features.
Topographic map: A map that shows topography in three dimensions with the
aid of contour lines.
USGS (United States Geological Survey): Place where you order topographic
maps.
Variation: A nautical term for declination.
Appendix 3
Metric Conversions
Cliff Jacobson is one of North America’s most respected outdoors writers and
wilderness guides. He is a professional canoe guide and outfitter, a wilderness
canoeing and camping consultant, and the author of more than a dozen top-
selling books on camping and canoeing. His popular DVD, The Forgotten Skills,
details the most important campcraft procedures.
Cliff’s methods are proven by the sweat of pack and paddle and are
reminiscent of the days when skills were more important than things. He is
respected by educators for his backcountry ethics, water quality, and wilderness
navigation curricula. This book is largely based on the map and compass
curriculum he developed for the Minnesota Department of Natural Resources.
In 2003 the American Canoe Association presented Cliff with the Legends of
Paddling Award and inducted him into the ACA Hall of Fame.