Measuring distortion

Where the worst point is

The largest scale error on a conformal map of a country is always on the frontier, never inside it, whatever the country's shape and whichever conformal projection was chosen. It is a theorem rather than a tendency, and it is the reason Chebyshev's criterion works.

Assumes Distortion over a region and Chebyshev's criterion.

Ask where a map of a country is worst and the answer sounds like it must depend on the country. It does not, provided the map is conformal.

The scale factor across Europe, from the middle outwards. Each band is the range the larger principal scale factor takes on the ring at that distance from the centre of Europe: 0 is the middle, 1 the frontier. two of the three projections drawn are conformal, and every one of those reaches its maximum at the right-hand edge, because the logarithm of a conformal map's scale factor is subharmonic. None of them reaches a maximum inside the region.
Fig. 1 The range the larger principal scale factor takes across Europe, plotted against distance from the middle of the region rather than against latitude. Mercator and the Lambert conformal conic are conformal and both put their largest value hard against the right-hand edge. Gall–Peters is not, and its smallest value sits 55% of the way out.

The claim is exact, it holds for every region and every conformal projection, and it is the reason a criterion that only inspects the frontier can settle a question about the interior.

The statement

Let a conformal projection carry some region of the sphere to the plane, and let kk be its scale factor — one number at each point, because conformal means the two principal scale factors are equal and there is nothing left for a direction to distinguish.

Then logk\log k attains its maximum on the boundary of the region and nowhere strictly inside it.

Not usually. Not for well-behaved regions. Always, for any region whatever, and for every conformal projection at once — Mercator, the stereographic, any Lambert conformal conic, the transverse Mercator series, an oblique aspect of any of them. The worst point of a conformal map of France is on the French frontier.

Where it comes from

The proof is two lines of differential geometry and the site has both of them already.

Write the sphere’s own metric in the map’s coordinates. For a conformal projection the map is a similarity at every point, so the sphere’s line element in terms of the page’s xx and yy is

ds2=1k2(dx2+dy2)ds^2 = \frac{1}{k^2}\left(dx^2 + dy^2\right)

with no cross term — that absence is what conformality is. Coordinates in which the metric takes this shape are called isothermal, and for a metric written this way the Gaussian curvature of the surface has a closed form in terms of the conformal factor alone. Applied here it gives

K=k2ΔlogkK = k^2\,\Delta \log k

where Δ\Delta is the ordinary flat Laplacian on the page. The sphere has K=1K = 1 in units of its own radius, so

Δlogk=1k2>0\Delta \log k = \frac{1}{k^2} > 0

everywhere. A function whose Laplacian is positive is subharmonic, and a subharmonic function has no interior maximum. That is the whole argument, and the curvature of the sphere is doing all the work in it: the same calculation on a plane gives Δlogk=0\Delta \log k = 0, the scale factor is harmonic, and the theorem becomes the ordinary maximum principle of complex analysis.

The identity, measured

An identity quoted is an identity nobody checked, so it is computed here by two routes that share no algebra.

The first route is the derivation above. The second walks the page: pick a point, step a small distance in each of the four directions in map coordinates, ask the projection’s inverse where each of those four points came from, evaluate the scale factor there, and assemble the five-point Laplacian. Nothing in that procedure knows about isothermal coordinates or about Gauss.

projection point Δ log k measured 1/k²
Mercator 0°, 20° 0.88302 0.88302
Mercator 30°, 45° 0.50000 0.50000
Mercator 10°, 60° 0.25000 0.25000
Stereographic −40°, −30° agrees to 1.1%

The Mercator row at 45° is the one worth pausing on. There the scale factor is sec45°=2\sec 45° = \sqrt{2}, so 1/k21/k^2 is exactly one half, and a numerical Laplacian taken by differencing on the page returns 0.50000. Nothing was arranged: the half is cos245°\cos^2 45° arriving from a completely different direction.

The check must also reject, and it does. Put a projection that is not conformal through the same machinery — using its larger principal scale in place of kk, since there is no single scale factor to use — and the identity fails by 175% on Mollweide, 462% on Gall–Peters, 486% on the plate carrée and 1,165% on Robinson. Mollweide is the interesting refusal: at one of the four sample points it agrees to within 5%, purely by coincidence, and a check written against a single point would have passed a broken implementation.

What the picture shows, and what it took to get right

The figure at the head of this essay plots the range of the scale factor over each ring of a region — the set of points a given fraction of the way from the middle to the edge — so that the horizontal axis is position within the region rather than latitude or longitude. A claim about where the extreme is needs an axis that measures where.

The scale factor across a cap of 30° radius, from the middle outwards. Each band is the range the larger principal scale factor takes on the ring at that distance from the centre of a cap of 30° radius: 0 is the middle, 1 the frontier. two of the two projections drawn are conformal, and every one of those reaches its maximum at the right-hand edge, because the logarithm of a conformal map's scale factor is subharmonic. None of them reaches a maximum inside the region.
Fig. 2 The same reading over a circular cap of 30° radius. Both projections are conformal and both put their maximum on the rim. The stereographic reaches 1.59× there and Mercator 3.86×, which is the difference between the best conformal map of this cap and an ordinary one — but the location of the worst point is the same for both, because that is not a matter of quality.

The first version of this measurement asserted something stronger and false: that both extremes lie on the boundary. That is the statement for a harmonic function, and logk\log k is not harmonic — the curvature term makes it subharmonic, which constrains the maximum and says nothing at all about the minimum.

The Lambert conformal conic refused the assertion immediately. Over Europe its scale factor is smallest 65% of the way out from the middle, which is not an anomaly and not a numerical artefact: it is the standard parallel, the latitude where a conic is built to be exactly true to scale. A projection with a line of true scale running through the interior of a region has its minimum on that line, by construction, and there is no theorem forbidding it.

So the result is one-sided, and the corrected version is the stronger one. It is also the version that matters, because nobody minimising distortion cares where the scale is smallest.

Why the one-sidedness is the useful half

Chebyshev’s criterion says that the best conformal map of a region — best in the sense of the smallest ratio between the largest and smallest scale factor — is the one whose scale factor is constant on the boundary.

Read cold, that is a strange thing for a criterion to be. Distortion happens everywhere in the region; why should a condition on the frontier settle anything about the middle?

Because of the theorem above. The worst point is on the boundary whatever the projection, so minimising the worst point means minimising something that lives on the boundary, and levelling the scale round the boundary is the only way to stop one part of it being worse than another. A projection with a bulge in its boundary scale can always be improved by pushing that bulge down; a projection with no bulge cannot.

The least distortion possible over a 30° region. Scale factor along a radius of the cap, each projection normalised to unit scale at the centre. Chebyshev's criterion names the projection whose scale is constant on the boundary as the conformal map of least scale variation, and for a cap that is the stereographic projection centred on it — reaching exactly sec²(ρ/2) = 1.0718 at the rim, marked. Every other conformal projection drawn here rises past that line before it gets there. This is the only figure on the site showing an optimum rather than a comparison.
Fig. 3 The optimum over a 30° cap, and its rivals. The stereographic projection centred on the cap achieves the closed-form bound of 1.0718 to six figures, and the reason it wins is visible in the flat top of its curve: its scale depends only on distance from the centre, so it is constant on the boundary, so the maximum has been pushed as low as it can go.

The boundary constancy of the winner is measured, not assumed — the ratio of the largest to the smallest scale factor around the rim of the cap comes out at 1.00000003.

Where the maximum goes when the map is not conformal

Nothing above survives the loss of conformality, and the failure is easy to exhibit.

The scale factor across the tropics, from the middle outwards. Each band is the range the larger principal scale factor takes on the ring at that distance from the centre of the tropics: 0 is the middle, 1 the frontier. no of the two projections drawn are conformal, and every one of those reaches its maximum at the right-hand edge, because the logarithm of a conformal map's scale factor is subharmonic. Gall–Peters and Behrmann reaches its maximum inside the region instead.
Fig. 4 Two equal-area cylindrical projections over the tropics, where the maximum sits at the very centre of the region and falls away in every direction. Neither projection has a standard parallel inside the band, so the worst distortion is at the equator — and both violate the boundary result without violating anything, because neither is conformal.

Gall–Peters has its standard parallels at 45°, so within a band from 23.5° south to 23.5° north the exaggeration of shape is worst at the equator and improves towards the edges: 1.41× at the middle against 1.30× at the tropic lines. Behrmann, standard at 30°, does the same less dramatically. The Albers conic over the conterminous United States puts its maximum 85% of the way out — inside, but only just, and by an amount that would be easy to mistake for a sampling artefact if the conformal cases were not pinned to exactly 1.00 for comparison.

That contrast is what makes the measurement a measurement. Nine pairings of conformal projection and region produce nine maxima at t=1.00t = 1.00 with no exceptions; three non-conformal pairings produce maxima at 0.05, 0.00 and 0.85. A run in which everything landed on the boundary would prove that the sampler could not see the interior.

What it means for a national grid

A country designing a projection for itself is solving exactly the problem the theorem constrains, and the theorem tells it where to look.

The practical consequence is that the design question reduces from a two-dimensional one to a one-dimensional one. Instead of asking how the scale behaves over the whole territory, the designer asks how it behaves around the border, and adjusts the free parameters — the standard parallels of a conic, the scale factor of a transverse Mercator, the centre of an oblique aspect — until the border readings are as level as they can be made.

That is precisely what UTM’s constant of 0.9996 does in miniature. A zone is a rectangle and its worst scale error is on the two long edges, so the scale factor is chosen to trade the error on the edges against the error on the central meridian until the largest of them is as small as possible. The zone edges are the boundary; 0.9996 is the levelling; the 981 parts per million that results is the minimised maximum.

The boundary of the region, not the edge of the sheet

Two boundaries are in play and confusing them turns the theorem into nonsense.

The one the result is about is the boundary of the region being mapped — a frontier, a coastline, the rim of a cap, the four sides of a UTM zone. It is a curve on the sphere chosen by whoever commissioned the map.

The other is the edge of the sheet: the place where a cylindrical projection is cut open, or where an interrupted projection tears. That edge is a property of the projection and can be moved anywhere by changing the central meridian, and the scale factor is perfectly well behaved across it — the two sides of a Mercator seam are neighbouring ground drawn at identical scale.

The distinction matters because a region can contain a seam. A map of the Pacific on a normal Mercator has the sheet’s edge running through the middle of the region, and the theorem is untouched: the maximum is still on the frontier of the region. What the seam does is make the picture discontinuous while leaving every scale factor continuous, which is the same separation the aspect essay draws between what a rotation moves and what it does not.

The scale factor across the conterminous United States, from the middle outwards. Each band is the range the larger principal scale factor takes on the ring at that distance from the centre of the conterminous United States: 0 is the middle, 1 the frontier. one of the two projections drawn are conformal, and every one of those reaches its maximum at the right-hand edge, because the logarithm of a conformal map's scale factor is subharmonic. Albers equal-area conic reaches its maximum inside the region instead.
Fig. 5 The conic pair over the conterminous United States, the region Albers’ standard parallels were fitted to. The conformal member has its maximum on the boundary and its minimum 70% of the way out; the equal-area member has its maximum 85% of the way out, inside the region and only just — which is what a violation of the boundary result looks like when it is not dramatic.

That Albers reading is the useful cautionary case. A single measurement at t=0.85t = 0.85 could be a sampling artefact, and the only reason to believe it is not is that every conformal pairing in the same run lands on exactly 1.00. A measurement is discriminating when its two populations do not overlap, and here they do not.

Two things the theorem does not say

It does not say the maximum is on the boundary for non-conformal projections, which is the whole content of the previous section and is not a corner case: most projections in use over large regions are not conformal.

It does not say the boundary maximum is small. Mercator over Europe reaches 2.92× at the frontier, and it is still perfectly true that its worst point is on the frontier. Knowing where the worst point is says nothing about how bad it is, and the two questions are answered by different machinery — this one by the curvature of the sphere, the other by the shape and size of the region.

Confusing them produces a specific error: the belief that a conformal projection is safe in the interior of the mapped area. What is true is that the interior is better than the worst of the boundary, which over a large region is a very weak guarantee.

What it does to a ranking

A ranking of projections over a region is an average, and an average over a region is somebody’s weighting. The boundary result says something the averages cannot: that for the conformal candidates the worst case is decided entirely by the frontier, so two criteria that weight the interior differently will still agree about which conformal projection has the smallest maximum.

The same six projections, ranked over Europe and the conterminous United States. Each column orders the projections by Kavrayskiy's regional criterion — the root-mean-square departure of the two principal scales from unity, integrated over the region with the area element. The lines cross, which is the point: Lambert conformal conic leads over Europe and comes first over the conterminous United States. A table of projections ordered by distortion is a table about somebody's region.
Fig. 6 The same six projections ranked over Europe and over the conterminous United States by an area-weighted criterion. The lines cross, because the criterion is an integral over the interior and the two regions have different shapes. A minimax criterion would produce a third order again, and for the conformal members of the list that order is fixed by the frontier alone.

This is the practical division of labour between the two kinds of question the choosing field keeps separating. How much distortion does this map impose on average is a question about the interior and about a weighting nobody states. How bad does it ever get is a question about the boundary, and for a conformal projection it is a question about a curve.

The same argument in a different subject

The maximum principle is one of the standard tools of potential theory, and cartography’s use of it is unusually concrete: the subharmonic function is a scale factor, the region is a country, and the boundary is a frontier drawn on the ground.

The connection is worth stating in the other direction too. Because logk\log k is subharmonic with a known Laplacian, a conformal projection of a region is completely determined by its scale factor on the boundary, up to a rotation and a translation — the same statement as the solvability of the Dirichlet problem. Choosing a conformal projection for a region and choosing a boundary condition are the same act, and the enormous freedom the conformal family appears to offer is exactly the freedom to pick a function on a curve.

The conformal family is the one the boundary result belongs to, and membership of it is a measurement rather than a name.

Every projection in the library, measured against both properties. Maximum angular deformation across the bottom, maximum areal error up the side, both on logarithmic scales and both measured over several hundred sample points rather than taken from the projection's description. Conformal projections lie on the left edge, equal-area ones along the bottom, and the corner where both vanish is empty because a projection there would be an isometry of the sphere onto the plane. All 26 are plotted; the four named here are Mercator, Stereographic, Lambert conformal conic, Gall–Peters.
Fig. 7 Every projection in the library measured on the two tests its name implies, with the three conformal members of this essay’s figures picked out along with one that is not. The empty corner is the impossibility; the left-hand edge is the family the maximum principle applies to.

What was computed here

The scale factor of each projection was evaluated at 21 rings of 72 points across each region, using the principal scale factors derived from the projection’s four partial derivatives by Richardson-extrapolated central differences, and the ring at which the largest and smallest values occur was recorded.

The Laplacian identity was checked by walking the page: five points in map coordinates, inverted back to the sphere by Newton iteration on the forward map, with the scale factor evaluated independently at each. Agreement with 1/k21/k^2 is within 1.1% across three conformal projections at four points each, with the residual set by the finite step in the five-point stencil.

The refusals are four non-conformal projections at four points each, each of which must miss the identity by more than 50% somewhere, and three non-conformal pairings that must put a maximum in the interior.

What the pictures cannot show

The figures show a range over each ring, which compresses the two dimensions of a region onto one. A ring is not a level set of the scale factor and was never meant to be; two points at the same tt can have very different scale factors, and the band’s thickness is exactly that spread.

Nor can the figures show that the result is a theorem rather than a survey. Nine pairings agreeing is evidence; the argument from Δlogk=1/k2\Delta \log k = 1/k^2 is the reason, and no number of green ticks would establish it.

Who found it, and when

The maximum principle for subharmonic functions is nineteenth-century potential theory, and the relation K=k2ΔlogkK = k^2 \Delta \log k between curvature and a conformal factor is in Gauss’s Disquisitiones generales circa superficies curvas of 1827 in a different notation — it is the same paper the Theorema Egregium comes from, which is not a coincidence, since both are statements about what the metric alone determines.

Chebyshev stated his criterion in 1856 and Grave proved it in 1896. The proof rests on the boundary result, and reading the criterion without it makes it look like an arbitrary condition rather than the direct consequence it is.

It is worth noting what the boundary result does to how the criterion is taught. Stated on its own, the best conformal map of a region has constant scale on its boundary looks like a condition somebody imposed for tractability. Stated after the maximum principle, it is the only place the condition could be: the extremes of the scale factor are on the boundary whatever the map does, so making them equal there is making them equal everywhere they can be found. The criterion is a consequence rather than a stipulation, and a reader given it in the wrong order has no way to see that.

The same is true of most conditions that look arbitrary: somewhere behind them is a theorem that makes them inevitable.

Where this goes next

The scale factor has a size and a location, and it has one more property nobody reports: a direction. Where a map stretches the ground most is a question with an answer at every point, and on most projections that answer is not along the meridian — which is the next rung.

Named alongside this one

Essays reaching for the same objects. Nobody chose these; they are what the concept index makes visible.

What links here

The 8 essays that link to this one and share the most of its objects, of 13 that link here.

The objects this essay names

Each one links to every other essay that touches it.

BoundaryChebyshev's criterionConformalityLaplacianMaximum principleMercatorOptimisationPrincipal scale factorsRegional distortionScale factorStandard parallelSubharmonic