made to measure - Samfunnsutviklerne
Transcription
made to measure - Samfunnsutviklerne
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Du får mer informasjon hos: Tlf. 64 95 18 56 Faks. 6495 1857 Terrconas Eiendomskonsulentfirma Rådgivning og bistand ved grunnerverv, eiendomsforvaltning, grensesaker, arealplanlegging, prosjektledelse. Nærmere informasjon: Tlf. 22 69 85 31, faks. 22 59 24 53 e-post: [email protected] Mobiltel.nr. 905 92 283 Terrcon as, ph. 990, Majorstuveien 17, 0367 Oslo GIS Ditt serviceverksted for Lasere, Totahitasjoner og Nivellerer Sjelklk . . . . pri.... Tlf": 169 32 OS ~o .. Fax: 169 32 1~ 30 .. E-Imail: gisno [email protected] Ø ..aveien 23, 11630 Ga .... le Flre....iksta.. KART OG PLAN 3- 99 245 æD®[?gJ®~ Ei endollllller - nøkkelen til Eiendomsref,isteret på internett. Norges Eiendommer inneholder opplysninger o m alle: eiendommene i Norge e ierne adressene bygningene Ved hjelp av avanserte søke- og utvalgsrutiner finner du frem til fellestrekkene som f.eks.: Vis meg alle boliger som var tatt i bruk i Sarpsborg i 1997 Vis meg alle eneboligene som var omsatt for mellom 1 og 2 millioner på Hamar 3.kv. ifjor Vis meg alle landbrukseiendommene på Askøy Når du har funnet frem til de interessante eiendommene, går du direkte til Eiendomsregisteret på internett- EDR W EB og henter ut helt oppdaterte opplysninger om den enkelte eiendoms: hjemmelsforhold heftelser servitutter teknisk informasjon Du kan også bestille bekreftede utskrifter fra tinglysingskontorene, eller ubekreftede utskrifter på fax eller E-post. Bruker du eiendomsopplysninger i din virksomhet? Ta kontakt med oss på telefon 23 11 39 30 eller bruk våre hjemmesider http://www.e iendomsinfo.no for flere opplysnin~ler. ~ EiendomSinfOrmaSjon & ' NorSk as Haakon V l l's gt. 2, 9 etg PB 1542 VIKA, 0117 OSLO Tlf : 23113930 Fax: 23113931 E- post: fi rm a post@eiendoms i nfo.no 246 KART O G P LAN 3- 99 Geodetisk Oppmåling og Rådgivning • Grunnlagsmålinger og reno v ering av geodetiske nett • Terrestrisk kartlegging • Passpunktmålinger for fotogr a mmetrisk kartlegging • Deformasjonsmålinger på damme r • Setningsnivellementer • Stikningskontroller (tunneller, byggeplasser) • GPS fasemålinger med 2-frekvensmot!akere • Sanntidsmålinger med GPS • Kalibrering av navigasjonssutstyr på spesialfartøyer -r GE~I~~AM ,,,..,,, ........ GAD "::'-.1 Fugro-Geoteam AS. Postboks 50 Røa. 070t Oslo.Telefon 22 134600. Fax 22134646. 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Mer info på For Acrobati KART OG PLAN 3- 99 hHp:j/ cri.no Fo se www.ad.lte.no 249 " Jltm.MfIH""'JS!;J/'IUt*O!~rtM""lorhvenl~nd'0\'pf200I<>:O!f'l(jtr :!"'d~i(·!Is"i"mslO~. 8 rOlpr08IiillJm"':~ 3D.If!~lI1Mlommtnl~' F,I n~t~'I"'fMyiOldl<lildrnl J.O.landSkap rlIs:Øllllmtm'!lW~,~J(\CIO'II'I1str m~j S'",llnr..øVn.pe~elt IJrlfIleI d Ier I;md • ·SdlJ.J" "sioftlIDtd • Verdensatlas 3-D 250 KART OG PLAN 3- 99 KART OG PLAN Grunnlagt / Founded 1908 Bind / Volume 59 Årgang / Annual 92 1999 Scient ific J ournal Geomatics - Mapping Sciences - Geodesy - GPS Kartography - Photogrammetry - Hydrography GIS - LIS - GAB - Land Consolidation - Cadastre Land Vse Planning - Land Dse Law P ublisher Scandinavian University Press, Oslo Internet: http://www.scup.no Owner Norwegian Association ofChartered Surveyors, NJKF, Professional Gronp of Norwegian Association of Chartered Engineers, NIF Internet: http://wwworg.nlh.no.njkf Cooperation NJKF/NIF and GeoForum Editorial Council Leiv Bjarte Mjøs, Leader, Helge Onsrud, Anton S . Bachke, Eva Irene Falleth, Jan TeJje Bjørke. Editor Gunnar Balle Dept.ofLand Use and Landscape Planning, Agricultural University of Norway, NLH, PO.B. 5029, N-1432 Ås, Norway. Phone: +4764948875 or +47 64 94 08 27 +4764942721 or +47 64 94 83 90 Fax: Mobile: +47 92 24 39 58 E-Mail: <[email protected]> Editor Mapping Sciences, Geomatics Inge Revhaug Dept.ofMappings Sciences, Agricultural University of Norway, NLH, PO.B. 5034, N-1432 Ås, Norway. Phone: +4764948841 Fax: +4764948856 Mobile: +4792635961 E-Mail.<[email protected]> Subscription p r ices 1999: Institution NOK 470,Individual NOK 375,Students NOK 170,Subscription and single issues: Scandinavian University Press, PO.B. 2959 Tøyen, N-0608 Oslo Phone: +4722575300 Fax: +4722575353 E~Mail: <[email protected]> Sigle issues: NOK 115,-. Production Heien Fotosats A.s, N-1820 Spydeberg © Scandinavian University Press 1999 ISSN 0047-3278 Frontpage photo: Oslo Airport, Gardermoen. Photo: Norkart as. Real E state and Cadastre Real estate and cadastre in a Nordic academic perspective are presented in this international edition of the Norwegian professional journal KART OG PLAN in four articles. They are written by Professors in the relevant disipline at the Technical Universities in Sweden and Finland, at Aalborg University in Denmar k , and at the Agricultural University of Norway. Professor, Dr. Hans Mattsson, at the Royal Institute of Technology, Real Estate Planning in Stockholm, took in 1998 an initiativ on behalf of the Professors in real estate and cadastre in the Nordic countries, Denmark, Finland, Norway and Sweden,. to write papers for printing in English for an international audience, on real estate and cadastre in a Nordic academic perspective.The proposal was presented and discussed at a meeting in Stockholm in May 1998 at the the Royal Institute of Technology, and it was decided to send a letter to the Nordic associations of Chartered Surveyors . The letter was presented at a Nordic meeting of the Presidents and Editors of the N ordic Associations of Chartered Surveyors in Lappeenranta in Finland, August 1998. The proposal was to print an international edition of one ofthe Nordic Surveying and Mapping Journals. The Norwegian delegates offered to print an International Edition of the journal KART OG PLAN as no. 3-1999. We thank you all in the Nordic countries for the support we have received, both economical and pure psychological, so we could be able to issue this first special International Edition in one of the Nordicjournals in Mapping and Planning. KART OG PLAN received the challenge, to make the 1st. International Edition on the theme: Norclic Acaclemic Views on Real Estate and Cadastre. Professor, Dr. Hans Sevatdal, Department of Land Use and Landscape Planning, Section of Land Use and Real Estate Planning, Agricultural University of Norway, has been adviser for the editorial board, concerning the publishing of this special International Edition of KART OG PLAN. We hope it is the beginning of a yearly International Edition ofthe Nordic Journals. Gunnar Balle Main Them e 4-1999 1-2000 2-2000 3~2000 4-2000 Digital Map Systems and Physical Planning. Guest Ed.: Geir-Hal' ald Str and, NIJOS. Geomati cs. Land Use Planning. Guest Editor: Eva Irene Falleth, NIBR . Land Consolidation - A New Means in Land Use Planning. Geographical I nfor mation Systems. Guest Editor: Jan Terje Bjørke, FFIINLH. KART OG PLAN 3- 99 Hans Sevatdal DeadLine Publication 15.10. 01.02. 02.05. 01.08. 15.10. December March June Septemb e r December 251 Innhold - Contents Real Estate and Cadastre .... ..... .. .. ..... 251 Gunnar Balle og Hans Sevatdal Real Estate Planning as Scientific Subject ...................... ......... .......... ..... 253 Hans Mattsson, Professor, TechD, Real Estate Planning, Royal Institute of Technology, S -100 44 Stockholm, Sweden. Real Estate Planning; An Applied Academic Subject ........ ... .... .. .... ...... 258 Hans Sevatdal, Professor, Dr. Scient., Department of Land Use and Landscape Planning, Agricultural University of Norway, N-1432 Ås, Norway. Cadastral Research - Issues and Approaches ......... ....... ..... .... .. ..... .. .... 267 Erik Stubkjær, Professor, Lic. Agro. (PhDj, Department of Development and Planning, Aalborg University, DK-9220 Aalborg øst, Denmark. Disipline of Real Estate Studies in Finland ...... .... ... ....... ... ... ... ..... ....... .... 279 Kauko Viitanen, Professor, Dr. Ing., Institute of the Real Estate Studies, Helsinki University of Technology, FIN-02015 HUT, Finland. Calibration and Derivation ofInitial Values in Industrial Photogrammetry ..... ......... .............. 285 Mathematical Models and Examples of Applications. Ingolf Hådem, Professor, Dr. Scient., Department of Surveying and Mapping, International Edition Norwegian University of Science and Technology, N-7034 Trondheim, Norway. The Internet - A Tool for Modern Planners ...................... .... ........... ...... 294 Øystein Ringen Kristoffersen, Senior Architect, Norwegian Defence Construction Service South and West Norway Region, N-4097 Sola, Norway. Fra olje og gass til bioenergi ........ ... . 298 J. Låg, Professor Em., Dr. Agric., Department of Soil and Water Sciences, Agricultural University of Norway, N -1432 Ås, Norway. Et nytt innsynsverktøy for kart .... .. . 300 Kai Sannes, ingeniør, Oppmålingsavdelingen, Bamle kommune, N -3970 Langesund, Norge. BokomtalerlBook Reviews ..... ..... .... . 303 Jordbrukets kulturlandskap .. ...... ... ... 303 Sverre Øvstedal, Professor Em. British Planning .... ...... ... .......... ... .. .... 304 August E. Røsnes, Professor, Dr. Scient., Dept. of Land Use and Landscape Planning, Agricultural University of Norway, N-1432 Ås, Norway. Urban Planning, Regional Policy. FIG Dictionary ................................... 305 August E . Røsnes, Professor, Dr. Scient. Personalia .. .... ...... .......... ..... ...... .... ... .. . 308 Notiser ... .. ... ................ .... .. ... .... .. .... ...... 308 Geodata-Standard. Karsten Lien, The Mapping Authority, N-3500 Hønefoss, Norway. FCTCNCRAS FLYFOTOGRAFERING· MILJØOVERVÅKING· FLYTJENESTER Torpvn. 130, pb. 1310, 3205 Sandefjord Tlf. 33 42 08 00 Fax: 33 42 08 01 Email: [email protected] 252 KART OG PLAN 3- 99 Real Estate Planning as Scientific Subject H ans Mattsson KART OG PLAN, Vol 59, pp. 253-257, PO.B. 5029, N-1432 As, ISSN 0047-3278 By tradition in Sweden, a scientific subject field is delimited by the description of a vaeant professorial appointment prior to its advertisement. When the Professorship in Real Estate Planning (Fastighets teknik) at KTH (the Royal Institute of Technology, Stockholm) last fell vaeant, the subject was defined as the design and alteration of property units and property systems and related land-use and settlement structure. This article gives a more detailed description of the subject field . Key words: Real estate planning. Scientific subject. Property units. Property systems. Hans Mattsson, Professor, TechD, Real Estate Planning, Royal Institute of Technology, S-100 44 Stockholm, Sweden. E -Mail: <[email protected]> The discipline of Real Estate Planning in a historical perspective Sweden's first academic study programme for land surveyors was inaugurated by KTH in 1932, simultaneously with the endowment of a professorial chair in Land Consolidation (skifteslara). The research field for Land Consolidation at that time can be summed up in the term "property unit planning", the aim of which was to co-ordinate the formation of economically rational farming and forestry units with their surrounding systems of roads and ditches. It was the rapid transformation of agriculture and forestry during the first half ofthe 20th century th at gener ated a need for knowledge concerning the construction of rational agricultural enterprises and, con sequently, concerning matters of property formation as well. How were property units to be readjusted simultaneously with the augmentation oftheir acreage? New efficiency targets in forestry called for the same kind of knowledge . The name ofthe subject gradually changed from Land Consolidation (skiftesliira) to Real Estate Planning (fastighetsteknik), to highlight the connection between the formation of viable property units and the establishment of technical infrastructure. By the next time the professorship fell vacant, in 1955, the subject designation had accordingly been altered to Real Estate Planning. Research continued to focus on agriculture and forestry. KART OG PLAN 3- 99 The 19GOs and 1970s in Sweden brought an unprecedented expansion of housing and secondary homes development, mirrored by a slow change in the character of Real Estate Planning research. Agriculture and fore stry were now supplanted as the main focus of interest by questions of housing development, and above all of secondary homes development. This impinged closely on agriculture and forestry, due to secondary homes being built on surplus farmland. Research topics were as follows. What do potential secondary home owners want? How are detailed development plans to be drawn up? How can secondary homes development in small groups also suppor t ailing agricultural enter prises? What energy consumption does secondary homes development entail? The societal focus of planning in the 60s and 70s also impa.cted on the discipline of Real Estate Planning, a shift of emphasis reflected by research into the role of secondary homes development in municipal planning. Year-round residence in the countryside and in small urban communities, however, also attracted interest, the basic question being whether both countryside and small urban communities were being depopulated. In the ultimate analysis, this affected the desirability offorming new property units for permanent settlement in rural areas. Clearly, though, the big property formation questions concerned conurbations and the infrastrudur e of urban envir onments, and 253 Hans Mattsson Real Estate Planning research gradually came to concentrate on the renewal of older residential and secondary home areas on the fringes of big cities. In this way urban areas also came to be included in Real Estate Planning. Gradually, as coverage has been extended to all forms of land use and property formation in both rural and urban environments, Real Estate Planning research has be come more general and has come to focus on planning, economic incentives and steering mechanisms, legal relations and organisational principles, with a view to the implementation of changes in land use. This can be seen from research activities since the mid-1980s, dealing as they do with three-dimensional property formation, joint land development, land development profits and their apportionment, infrastructure charges, implementation methods in other countries, expropriation, entitlement to compensation, shoreline protection provisions, heritage protection and the balancing of public and private interests. All the time the focus of research has been on property units in one form or another and also on their interrelationship with the surrounding technical infrastructure. Thus the discipline of Real Estate Planning has broadened so as to accommodate more general aspects of pro perty formation and planning, but also with a view to the implementation of changes. The subject retains its original focus on property units and their interrelationship with infrastructure, but reference to agriculture and fore stry has to a gre at extent been superseded by urban issues. ParalleI to the growing complexity of land use, land-related right of other kinds have also attracted a growing amount of interest, at the same time as attention has come to focus on general land policy and how it should be implemented. When the professorship in Real Estate Planning last fell vacant, in 1985, the subject accordingly came to be defined as follows: "the design and alteration ofproperty units and property systems and related land-u se and settlement structure". What is a property unit? The Swedish name for Real Estate Planning, fastighetsteknik, (literally translated: "real 254 property unit technique") incorporates the word fastighet (real property unit). The history of this word goes back to the 19th century, and it is a substantivisation of the adjective fast (fixed, immovable). In addition to its more general meaning in Swedish, fastighet also has a specific legal significance. In everyday speech the word often refers to buildings, especially in towns and cities, but it can also mean land. The important legal significance ofthe term is defined in the Swedish Land Code: "Real property is land. This is divided into property units" No more exact definition offastighet is to be found in the statutory text. In the normal instance, however, a Swedish fastighet is an area ofland delimited by vertical boundaries and entered in the real property register as a separate, conveyable (transferable) unit. Buildings and structures usually belong to the property unit where they are situated. Forest and plants belong to the pro perty unit. Normally, then, a property unit is a delimited object on land having a particular owner and with an essential relation between land and owner. To be meaningful, the delimitation must entitle the owner to areasonable extent to enjoy his property unit and to exclude others from doing so. This latter proposes State protection of ownership against encroaehment. Thus a pro perty unit is not just an object or an object tied to an owner, it also reflects a relationship between the owner and other people. Comparing different parts of the world, one finds an immense variety in the ways in which rights are apportioned. Property units can be designed in a number of different ways, e.g. be demarcated by verticallines or designed as a three-dimensional space.1t is a country's legal system that decides what formation is permissible. :Sut land, like water, need not necessarily be divided into individual property units. Common land and public areas are examples of other forms of rights which can supplement a division into property units. Together these forms of property make up a theoretical property system. Land-related rights are superimposed on the division into property units and constitute another vital component of the property system. When rights structures come to prevail over the division into property units, one can instead begin speaking of a system of bundles of rights. KART OG PLAN 3- 99 Real Estate Planning as Scientific Subject The creation of pro perty units, like that of other legally defined rights, is, quite simply, a means for society to allocate land-related productive resources between people, but also to appropriation the space for land-consuming activities between them, e.g. land for housing, offices, shopping centres and industrial development. Infrastructure too requires a supply ofland, which can be secured through direct ownership or by a special r ight ofusing land belonging to another. The advantages and disadvantages of different rights in land are in fact a perpetual topic of political and academic discussion, with the result that it is not unusual for the legislature, in purely general terms, to create, remove and mo dify property rights. The actual creation of rights on the ground then usually falls to officials, local politicians, and existing and potential holders ofrights. 1. The alteration requires no change in the ownership or property structure. 2. The alteration requires a change in the ownership structure only. 3. The alteration requires a change of both ownership and property structures. 4. The alteration requir es a change of property structure only. We have elucidated two parameters of change, namely changes in rights of ownership and division into pro perty units. Changes in these structures ofrights are occasioned by an imminent alteration of land use. Alteration ofland use is accordingly a third parameter of change. We may continue to presuppose an existing division ()fland into property units and other r ights. Let us suppose that social development results in this existing decision no longer meeting the demands which can be made on it, for example because an expanding cenChanging the division into property units tral locality needs land for housing developSuppose now that division into property units ment and surrounding agricultural land does not agree with what, for one re as on or needs to be used for this purpose. The intenanother, is desirable. A change is then called ded housing development will have to be profor. A fragment ed division into property vided with streets, water, sewerage and eIe cunits, for example, may need to be gathered tricity, schools will have to be built and so on. into a larger holding so that the land can be From the viewpoint of rights, the land will built on. If we distinguish between owners probably need to change hands by one or and pro perty units, a change may really be more stag-es, the division into property units desirable both in ownership and in property to be altered through amalgamations and units, or in one of these relations only. This new divisions and rights to be created so as to gives us a number of situations of change, as provide the area with infrastructure. Moreoillustrated in figure 1: ver, some ofthese changes will require official permission. As a result of all these changes we are left with a new structure of rights. Only then can the whole area be developed. The types of change in rights which are nee(1) (4) (2) (3) ded can be seen from figure 2. That figure Previous owner Alteration proeess {J ! ! \U \!/ 0000 ! Subsequent owner mm {J {J ! l' ! l' I!\ m Figure 1. Typical cases of interaction between change of land use and change of owne rship and property structure (Source: Larsson 1993). KART OG PLAN 3- 99 Parcels of land (initial situation) Transfelr of property rights Property formation Alteration of land use (owners hip or limited rights) ,.", '"1'"" 0<, )"'~r>: l Parcels of land (new situation) Figure 2. Three necessary procedures for changes (Source: Mattsson 1997). 255 Hans Mattsson refers to property units (parcels) but could equally well have been based on rights. It should be added that rights can be regi stered so as to be known and clear to owners and others. In addition, they may be mortgageable. The availability of credit on the security of property units is particularly interesting, because borrowed capital is often a sine qua non ofthe feasibility of major alterations . The discipline of Real Estate Planning If property units and other rights to land were to be static, unchangeable, the discipline of Real Estate Planning would be essentially uninteresting, except perhaps in terms of analysing how things came to be the way they are. In the event, it is changes that give the discipline its raison d'etre. Figure 2 will serve as a point of departure for clarifying the subject field . This figure contains an original situation, a changed situation and three parameters of change, underlying all of which we have a system of land charges and a system of registration. Attention thus attaches to the existing structure of rights in relation to a new division into property units. What are the conditions at present and what ought the conditions to be? The question may refer to the economic efficiency of land-related productive enterprises such as agriculture and forestry, but also to the need to create plots for various purposes such as industrial development, housing, secondary homes, nature reserves and so on. The need for an accompanying supply of infrastructure is also important, because infrastructure can be seen as a necessary technical part of the process of creating rational pro perty use. One of the two primary research thrusts of Real Estate Planning can thus be summarised in the following general topic: What changes to the existing division into property units and its appurtenant allocation of rights are prompted by new needs of land use? Fundamental to the feasibility of changes is a command of the regulatory provisions defining what is or is not permissible, i.e. command of the parameters of change in figure 2. A change of land use may require all three parameters to be changed at once, as for 256 example when part of a property unit is expropriated. But perhaps only one parameter needs to be changed, as for example in the case of reallotment between two pro perty units having the same owner. Here one can speak of implementation technique. This form ofknowledge or skill can be regarded as the craftsmanship of Real Estate Planning. Two motive forces for change are distinguishable. Firstly, an owner or potential owner may wish to undertake a particular measure, and secondly, "society" may wish to pursue a certain land use policy. In practice this means that economic and political forces have to be managed. This also means that methods for voluntary change have to be supplemented by methods for compulsory or otherwise controlled change. Existing methods ofimplementation can be studied within a given regulatory structure, but it is perhaps even more interesting to analyse the implementation system with a view to deciding whether it can be improved in any respect. How are legal and economic, but also advisory, instruments to be combined in the technique ofimplementation? And how is implementation to be designed so as to accord with the creation of new forms of property and rights division which are made desirabIe by new land use exigencies? Studies of the processes of change provide the second field of Real Estate Planning research, namely: How are desirable changes in the existing div is ion into property units and the appurtenant allocation ofrights to be implemented in practice? That is to say, how can the parameters of change in figure 2 be built up and managed? These, then, are our two main thrusts of Real Estate Planning research, the first being associated with the design of division into property units and the allocation of rights, and the second with the process of change as such. Research under both main thrusts may be concerned with analysing what is attainable within the existing regulatory structures, but developments may have the effect of rendering institutional conditions obsolete, in which case research has the possibility of contributing ideas for new configurations of rights or for the framing of new implementing instruments. KART OG PLAN 3- 99 Real Estate Planning as Scientific Subject A check can be made to see whether these two thrusts capture the historical development of the discipline and its present research. The brief account which has be en given of previous research comes under at least one of the thrusts. Relevance to present research can be gauged according to thesis work in progress by classifying the projects, if possible, under one of the above stated thrusts. The the sis topics (preliminary titles) are as follows: Efficiency of existing systems ofland acquisition (the second thrust). The balancing of collective and private land management (joint property units versus privately owned property units) (first). Use of compulsory and voluntary changes of division into property units (second). The relevance of existing minerallegislation (first and second). Development agreements (second). Joint land development in Finland (second) . Conflicts between various public interests in the planning con text (second) . Concluding remarks The type of property unit occupying the main focus of attention in Real Estate Planning has hinged on social development generally. When the rationalisation of agriculture and fore stry was vitally important, the agrarian sector was at the centre of attention. During the epoch of urban expansion in the 60s and 70s, there was a growth of interest in secondary homes development and then in permanent settlement. Later still, research came to be dominated by what were more questions of principle. The fluctuating interest aroused by different aspects of Real Estate Planning over the years has entailed corresponding shift of emphasis in the use of basic tools of scholarship, with the result that scientific working methods have to a varying degree been imported from organisation theory, economics and law, but also from human geography, information technology, sociology, statistics and mathematics. Thus the prime concern of Real Estate Planning is with property units and the property systems connected with them, not with scientific methods. As a final note, the description of the subject in 1985 as "the design and alteration of property units and property systems and related land-use and settlement structure" includes a research field concerning critical issues of land use and rights in land. There are 3.2 million property units in Sweden, with 1.1 million rights registered in them for various purposes. In addition there are any number of unregistered rights. All these land-related rights including the property units have to be changed continuously, so as to harmonise with the general pattern of social development. References Larsson, G. (1993): Land Readjustment. Newcastle upon Tyne: Avebury. Mattsson, H. (1997): The Need for Dynamism in Land Law. In Land Law in Action. Stockholm: The Swedish Ministry of Foreign Mfairs and Real Estate Planning, Kungl. Tekniska Høgskolan. Et selskap eid av: Norkart AS ViaNovaAS KART OG PLAN 3- 99 257 Real Estate Planning; An Applied Academic Subject H ans Sevat dal Hans Sevatdal: Real Estate Planning; An Applied Academic Subject. KART OG PLAN, Vo1.59, pp. 258-266, P.O.B. 5029, N-1432 Ås, Norway, ISSN 0047-3278 Real estate planning, as an applied academic subject, is strongly related to the factual situations and developments concerning the property right regime, the public regulation regime, land use and professional activity. From an institutional approach some basic concepts, important features of the actual situation in Norway, and aspects ofthe research agenda are presented. Key words: Real estate. Property units. Owners. Tenure. Research. Hans Sevatdal, Professor, Dr. Scient., Department of Land Use and Landscape Planning, Agricultural University of Norway, N-1432 Ås, Norway. E-Mail < [email protected] > 1. Introduction and conceptual framework "Real es ta te" is here used more or less in the same sense as "real property", which points to a physical object, owned somehow, and to some extent, by somebody. The concept comprises land and natural resources in, on or above the surface, and man made items permanently fixed to the land. The concept is also sometimes called "immovable property". The most important of the man-made items fixed to the land, are of course buildings, but we should not forget constructions like roads, fences, pipelines in the ground, cables in the ground or above the surface, and so on. The more or less "natural resources" included in the concept would be crops and trees before harvesting or cutting, minerals, water, the energy in waterfalls etc. "Real estate planning", as an applied academic subject, has to be closely related to "real world" situations and problems , and to professional activity. The aims of the paper are to outline 1) some basic concepts and principles concerning property units, owners and tenure systems, 2) some important features concerning factual ownership and tenure arrangements and situations in Norway, proeedures for handling dynamic aspects like buying/selling, subdi- 258 visions and other transactions and 3) on this background refiect on "real estate planning" as an academic, applied field of study and research. However, in a relatively brief overview, I will have to omit a lot of details and stick to the basics. The three basic terms to start out conceptualising are the property units (objects), the owners and right holders (subjects) and the relationships between subject and object, which I will call form oftenure. The property units may be understood as physical objects that somehow constitute a unit in the pro perty right system in the actual jurisdietion, normally a country. The owners and right holders are either physicalliving persons or legal persons like a firm, the state and so on. For the relationship between object and subject I will apply the term "tenure". By this term is understood different types of rights that are included in, or derived from the concept of "property right". It should be noted that by this definition, not only complete title to land like private freehold (fee simple), but also more limited rights such as usufruct rights, contract rights, renting and leasing, shareholder rights, access to commons, mortgage etc., will be included in the concept oftenure. The totality of property rights in an object could be understood as a bundle oflegally recogKART OG PLAN 3- 99 Real Estate Planning; An Applied Academic Subject nised possibilities for use, in a broad sense. The different elements in the bundle could, in principle, belong to different persons. In faet these elements can be distributed in many ways to different parties. Doeble 1983 puts it this way, p.71 : " . . . property in land consists of a bundle of rights , which can be distributed in an almost infinite number ofways to different parties". It should, however, be noted that there is a slight, but important, difference between economic theory and legal theory in the understanding of the concept of property right. In a legal sense, certain types ofrights granted to an individual, for instance abuilding permit to a landowner, is not to be considered a property right. It is definitely a right, which might add great value to a property unit, but from a legal point ofview it is not a property right. In economic theory this types ofrights are regarded as property rights. Let us now turn to another very useful concept in this field, namely institutions. I will introduce the concept of institutions by quoting two authors: North 1990 p.3: "Institutions are the ru les of the game in a society or, more formally, are the humanly devised constraints that shape human interaction" Scott 1995. p. 5: "Institutions consist of cognitive, normative, and regulative structures and activities that provide stability and meaning to social behavior". In a more concrete sense institutions understood as the "rules of the game" would be formal law and regulations, informal law, customary law, cultural norms and standards for behavior. It also includes mechanisms for enforcement and punishment for violation of the rules. It does not, however, include organizations and persons, they are the aetors. Institutions are legal and cultural framework within which persons and organizations can act. North uses the analogy of a football match; the institutions are the rules of the game, both the formal and the informal rules, the teams and the players are the aetors. Property right is an institution, understood as the formal and informal ru les of the game. The owners and right holders are actors whose particular role in the game are defined by these ru les. But the owners and right holders also have other types ofinstitutions than property right to take into consideration. Especially when it comes to the use of real estate and exercising of their property right, public regulations and control is of utmost importance. For our purpose KART OG PLAN 3- 99 he re I will present these regulation as two groups : 1) The first one is public legislation and regulations aiming directly to control the use of land and resources related to land, in the name of public interests. Such le gisla ti on and re gulations are also institutions, within which the owners and right holders are actors. But in addition to the owners and right holders, there are public agencies that aet to implement, and sometimes enforce, public legislation and regulations. Quite often the regulations take the form of land use planning and zoning for the future use ofland etc. The second group ofinstitutions 2) is also public legislation and regulation, but aimed at controlling the tenure and ownership situation and conditions in itself. It could be restrietions on seize and subdivision of property units, control of transactions, access to ownership and so on. This institution may overlap to a considerable degree with the institution of property right itself, and with land use control, but it is still useful to have this category. There are also public agencies and/or political bodies to enforce these regulations. To keep these two groups apart I will use the name land use control for the first one, and tenure control for the second one. It might als o be convenient to have a concept for institution and actor combined. Here I will adopt a terminology, by which an institution and corresponding actors is named "regime". The term "regime" has a certain element of power in it, it points to an aspeet of "rule" or "government". This is appropriate in this conneetion, both the pro perty right and the public control of land use have a gre at deal to do with power. It should be noted however that the power deriving from property right to a large extent is to be attached to private aetors. Thus there are two basic regimes related to land and assets permanently attached to the land: The property right regime and the public regulation regime. The public regulation regime could be further subdivided into regimes for land use control and tenure control. There are interplay between them, and together these regimes, and the interplay, constitute the basic framework for use of, and transactions with, "real estate" in a society. 259 Hans Seuatdal It should be noted of course that there are other types of institutions and players in the "land use game" than owners, right holders and public agencies. A wide variety of interest groups, certain segments of the general public, etc. could be mentioned. They are all omitted here. Summing up: The situation in a country, in this case Norway, concerning ownership, tenure and public regulations of land and assets permanently attached to the land could be analyzed and understood by using the following concepts: • Property right • Property unit • Owners and right holders • Form oftenure • Institutions • Actors • Public ageneies • Land use control • Tenure control • Regimes The property units The Cadastre Unit What is a property unit, and what are the property units in Norway like? In other words: How are they conceptually defined and what are their interesting characteristics? The obvious staring point is the property register (cadastre) in the officialland registration system. The official land registration system consists of two different, but interdependent parts; the legal register and the cadastre. The cadastre, including maps, is basically a register for defining and providing information about the objects, i.e. the property units. The legal register defines the subjects and provide information about the form of tenure, i.e. the owners and right holders, and the nature of their right. In both registers the building biock is the "standard" property unit, every one of which in the whole country has an u nique identification. I use the term "standard" pro perty unit because there are other types of units as well, which I will mention below, but I think it wise not to introduee too much details at this stage. The identification system is like this: The whole territory of Norway is subdivided into administrative units; the municipalities. Each municipalitYis subdivided into auxiliary territorial units, 260 mainly for cadastral purposes and partly for historical reasons which need not bother us here. Each of these units is subdivided into the real proper ty units. The municipalities, the auxiliary units and the property units each have a number, the series for the municipalities starting with one for the whole country, the series for the auxiliary units starting with one in the municipality, and the property units staring with one within the auxiliary unit. In this way every "standard" property unit is uniquely defined as a territorial entity. It has got an identification in the registration system by the numbers, and in space by coordinates. It could be one consolidated pareel, or it could com prise severaI parcels . The "standard" property unit is thus a physical entity with a fixed area on the surface of the land. But in our system - as in most other countries - this entity in reality is a volurne, it has an extension upwards in the air and downwards into the ground. The distances upwards and downwards are not stated in formallegislation, but fairly well established in numerous court rulings. It might roughly be said that the extension in both directions is as far as a "normal" owner might have reasonable opportunities for utilization. Areas covered with fresh water are in principle handled in the same way as dry land, but there are of course a lot of special usufruct and use arrangements to water in rivers, in lakes and in the ground. It could be water supply, hydroelectric energy, fishing, transport, sewerage and so on. We are not going into these details, it suffice to say that a property unit on dry land, adjacent to fresh water, extends out into the body of water until it meets with another property unit. It is not common to establish property units solely in water, even ifit is theoretically possible. The different use rights to various recourses related to water are subject to special formal and informallegal provisions. Property units adjacent to salt water extend for some distance out in the water, normally to the drop off of the bottom if such a configuration exists at reasonable depth, or 2 meters depth in very shallow waters . At this boundary line property rights end, the territory further out is by and large not within the regime of ownership right, even if some specific rights might extend further out. The property rights in salt water are not stated in formallaw, they are based on customary law and court rulings. KART OG PLAN 3- 99 Real Estate Planning; An Applied Academic Subject 80 far I have defined the standard pro perty unit as a purely physical entity; a kind of volume with the surface of the earth as the central element. That is however a rather incomplete description, we must also add rights in or on other property units and territories (or volumes), rights that are an integral part ofthe property unit. Typically this would be rights that is somehow necessary or beneficial for the functioning of the entity. It could be right ofway, rights to pipelines for water supply, drainage and sewerage, and a multitude of usufruct rights in rural settings, like pasture, firewood, timber and so on. These rights are characterized by being positively specified in volume and type of use, and are called "servitudes" or "easements". The point here is to make it clear that they are "real" in the sense that they are integral parts of the property unit, as opposed to personal easements, which belong to a person. Another type of "judicial" extension of the physical unit, which is highly important in rural settings are "rights" and "shares" in common areas. These areas could be state- or parish commons, owned by the state or a local body, where farms in the local community of old have rights to use the land for pasture, wood, hunting and so on. But even more important are the cases where land like forests, pastures, mountains, lakes and rivers are used and actually "owned" jointly by a group of property units, most often farrns. Put together these two types of commons and joint ownership constitute the dominant type of ownership arrangements in mountain areas over the timber line, and thus covers a huge part of Norwegian territory. These ownership arrangements are described by me in an article "Common Property in Norway's Rural Areas", 8evatdal 1998. It is however important to stress that the shares in jointly owned areas are really owned, with all opportunities and responsibilities of ownership, conceptually fully integrated into the property unit. The shares are not to be confused with easements. The land registration system in Norway recognizes some other types of property units in addition to the standard property unit. They need not bother us too much here, but two have to be mentioned. They are both based on special legislation: l)The first are building sites which are leased on long term leasing contracts, according to conditions laid down in special legislation. This units could be fixed areas with boundaries of KART OG PLAN 3- 99 much the same types as the standard units, but the they could be also a rented right to build a house, f. ex. a cabin for recreational use, on a certain spot. In that case the leasing would include the exclusive use of a small area surrounding the house. The person in possession of such a unit owns the building and rents the site. 2)The second is a speciallegal arrangement of ownership to "sections" (apartments) in buildings with two or more fiats. The legal construction here is that the site and building itselfis a standard property unit, but this standard unit is owned jointly by a number of persons, normally corresponding to the number of fiats in the building. Each owner of a share in the standard property unit have to his disposal exclusive right to "his" fiat, and corresponding right to use the rest of the property unit. For most practical purposes persons in possession of both 1) rented building sites and 2) fiats mentioned above, can dispose of his "property" in the same way as an owner. He can do transactions like selling and mortgaging, and the inheritance practices will be almost the same. 2.2. Composite Property Units, or the concept of "Property Units" in an economic, in an everyday, and in a functional sense A "property unit" in a practical and everyday sense, normally is a cadastral unit. But rather frequently is not, a property unit in people's consciousness does not necessarily always correspond with one cadastral unit. In all kind of legal transactions the cadastral unit is at the core of the matter, in the sense that it has to be specified in the contracts; in away one may say that the cadastral unit is the only formal legal property unit. But a "property unit" in an eco nomic, functional or everyday sense, could consist of severai cadastral units. A farm unit for instance, or an industri al or other commercial unit, often consists of severai cadastral units. In that case legal transactions have to refer to all cadastral units involved. I will use the term "composite property unit" in these cases. In a lot of cases, also cases of public and official nature, the composite property unit is the real functioning unit. In a modern, dynamic society it is almost impossible to make the cadastraI units correspond completely to the demands of the economic life . The formal, public mechanisms for creating cadastral units by sub- 261 Hans Sevatdal divisions and amalgamations, have to follow certain legal procedures. But all of these other units have to have a well defined relationship to the cadastral units, for instance that they are multiples of - composed of - cadastral units. In this way one may obtain a rather fiexible and adaptable system, without loosing control in a legal and political sense. A commercial enterprise of some sort may buy an additional piece of land, and incorporate it into the enterprise in an economic sense, but the particular piece of land might still be kept as a separate cadastral unit. For taxation purposes, for applying public land use contral and tenure contral, and in a lot of other cases, we have to deal with composite praperty units. The most important public controls of the property units concern subdivisions and land use. No subdivision can be made without consent (permission) from the proper public agencies. This applies not only to cadastral units, but also to certain composite property units. Let us take the exemple of a farm. A farm in Norway normally consists of the farm houses, agricultural land and fore st land. Quite often there would also be mountainous land, used for pasture, hunting, fishing, recreation and so on, held exclusively by the farmer, or held in some sort of joint ownership with other farrns. This entity, named a farm, could be one cadastral unit, but quite often it would be a composite ownership unit. Even so, all types of public land use restrictions, and tenure controls like prohibition of subdivision, would apply to the composite unitthe farm as such. The same would be the case for taxation, valuation, buying/selling, mortgaging and inheritance. 2.3. Some approximate figures and facts about the property units in Norway The whole territory of mainland Norway is 324.000 sq. km. Only 3% is arable land, 25 % productive commercial fore st, less than 1% is urbanized land, the rest, appr.70% are mountains, bogs, lakes etc. There are 4.4 million people, 75% live in urban or semiurban communities, 25% in rural communities. There are 435 municipalities, and 2.3 millions cadastral property units. Every year there is an increase of 40.000 property units, by subdivisions of existing ones. The annual turnover of 262 proper ty units (buying/selling) were appr. 135.000, which gives an annual turnover rate of 5,8%, at a total value of 68.000 million kroner (1996). 67% of these 135.000 properties were residential, 15% were recreational (cabins), 6% were agricultural and fore st properties, 2% were commercial properties and 1% industrial. The rest, 9% were a mixed gro up or unspecified. There are 180.000 combined agricultural and forest property units, but actually less than half the number - appr. 70 - 80.000 farms in terms of effective economic (commercial) entities. They are generally small, but highly productive and "modern" family farrns . Quite often the economic activity of the farming household combine agriculture, fore stry and an extremely wide variety of other occupations . 3. Owners and right holders, and types oftenure 3.1. Introduction Who are the owners ofreal pro perty, and how do they own the properties? Conceptually speaking, characteristics of owners should be kept separate from types of tenure. The former concerns features related to the ownersand right holders (subjects), the latter deals with the relationship between property unit (object) and owner (subject). For convenience sake and economy of description, I will portray both in the same chapter. The types of tenure found in Norway do not deviate too much conceptually from the types found in other countries in the Western European historical traditions. The distribution of the different types may of course differ very much, but by and large the same concepts and terminology could be used, and understood, in most of the Western World. There is however one demographic, historical factor that is important to understand the Scandinavian situation, and probably especially the situation in Norway: These countries have never experienced neither massive invasions and subsequent settlements of alien peoples, nor gre at revolutions. This means that there has been a more or less continuous legal and cultural development of institutions concerning land tenure. For example, the transformation of Norwegian farmers from tenants to owners were a slow process of farmers gradually buying their KART OG PLAN 3-99 Real Estate Planning; An Applied Academic Subject holdings as a response to economic feasibility. It was not a land reform in the usual sense. It started late in the seventeenth century and was completed late in the nineteenth century. Tenure systems and property rights under such conditions tend to develop in response to economical, technological and demographie factors, normally in a peaceful and gradual manner. It also means that "old" or even "archaic" forms and features do not suddenly disappear. They may fade away and gradually lose importance in some regions or for some types ofland, while in other places they are very much alive. Institutional history is somehow preserved, as layer up on layer of tenure arrangements. All in all this may result in highly sophistie situations, that may even seem complicated and difficult to understand by outsiders. 3.2. The most important types of tenure and corresponding gro ups of owners. 3.2.1. Freehold This is the most familiar type oftenure for most people in a "modern" society oftoday. In its simplest form it means that one person; a physical human being or a legal person (corporation,), owns a property unit completely. That means that the owner is not restricted in any way in his use and transactions by others, except for public control ofland tenure and land use, and possible mortgage holders. This is the dominant type of tenure for urban land, and also, with some exceptions, for agriculturalland. 3.2.2. Leasehold This tenure form is based up on a contract between owner and the holder. The tenure arrangement between them is regulated in contract law, not property law. The arrangement may comprise the total property unit, physical parts of the unit or even functional parts of it. Such types of tenure is very common for urban land, and to a certain extent and in a special form, for agriculturalland. 3.2.3. Joint ownership There are mainly three different types of collective tenure: 1) Personal joint tenure. In this case a number ofphysical or legal persons are holding the title to a property unit jointly. I KART OG PLAN 3- 99 should be stressed that it is the title as such that is jointly held, the property unit is an ordinary unit in the cadastral system. This tenure may be found everywhere for all types ofland. 2) Land owned in Common by farrns. This is a very ancient and very traditional type oftenure, and it apply to large mountain areas; pastures, fore st over the timber line, hunting grounds, lakes and rivers, but also to other types of outfields, for instance along the coast. The shares, which may be very unequal in size, are integrated parts of the farm, and can normally not be separated from the farm. The access to the use ofthe land is linked to the possession of a farm holding, the extent of use is relative to the size of each share. 3) Commons This is also a very ancient and traditional type of tenure. The State, and in some cases a group of locals, have the title to the land, but a specified local community have extensive collective rights to use the land for a multitude of purposes. Pasture, reclamation for agriculture, timber and firewood, hunting and fishing would be the most important. The use oflakes, rivers and waterfalls for hydroelectric development belong to the title holder, i.e. the State. Huge areas in the mountains and the north of Norway are dominated by this type oftenure. 3.2.4. Easements This means that a certain portion of the total bundle of rights comprised by property right, is held by another person than the title holder. The legal base for the easement could be a contract, or it could be a very old arrangement whose origin can not be traced any more. In the Norwegian tenure system such rights have an equal status as title, they are legal in the same sense, and is equally well protected in law. The easements might be fixed permanently to a property unit, or held by a physical or legal person for a specified period oftime. They are very common and are found in all parts of the country, and deemed to be very useful to create a dynamic and fiexible system. The distinction between easement and leasehold may not always be very clear. 3.3. The owners Who are the owners and right holders to real 263 Hans Sevatdal pro perty in Norway? The question of course has an endless number of answers, one can always tind new and somehow interesting features relating to the owners. Here I will make it very simple. First I will separate according to type of land and land use; urban, agriculture, forests, and mountains areas. Secondly I apply the following dichotomies: Individual- collective, physical-legal, private - public, residential- absentee, us er - non user. Residential properties, that is family houses and fiats, whether urban or rural, are largely owned by the residential individuals and households themselves. In other words; the households normally own the house or fiat they are living in. Leasehold are of course rather common for apartments in cities, but even there different types ofmixed property arrangement are dominant, for instance cooperatives and corporations owned by the residents. It could take different forms we will not go into here. Pure and simple leasehold is not dominant. In 1990 there were appr. 1.7 million residential units, out of which 58% were owned by the residents in freehold and 20% owned by the residents in other types of mixed property arrangements. Only 22% were rented. (Bærug 1999) Commercial and industrial real property are mostly owned by corporations, as this is the dominant organizational form for such enterprises. There are also a high proportion of public property in urban areas. Naturally all kind of public space, streets, roads, squares, public buildings, infrastructure and so on in towns and cities, are owned either by the municipality, the county authorities or the government. But there are a rapid increase in what we may call "semiprivate" or "semipublic" owners. A lot oftraditional public activities have lately been reorganized into independent legal bodies, some sort of corporations, that operate more or less like corporations in the private sector, but are completely owned by the government. That is for instance the case with state forests and the railroads. Farms, including forest and mountains, are almost always owned by private individuals. So far there is practically no legal bo dies (corporations) that own farmland, and very few farms are owned by public organizations. There is one very obvious reason for that - the so called "odel right", which is a right for members of the family, to claim ownership to the family farm, in case the farm is being sold to somebody outside 264 the family . The claim has to be made within one year after the sale, and the price is decided by a special court in case of disagreement between the parties. This is an extremely ancient institution, deeply rooted in tradition and even protected in the Constitution. The right apply to practically all farmland, most of the forests and a huge proportion ofmountainous areas. But only physical persons can be members offamilies, never legal persons. Transfer to a corporation would then always violate this tradition, and release a possible claim by a family member. In addition the tradition of individual private ownership to farms is backed by tenure policies and other legislation. Every transfer of farms has to be approved by the land policy authorities, regarding both the new owner and the price. There is no such thing as a free market for farmland. Practically all farmers in Norway are owners, but not all owners are farmers. If an owner decides to quit farming, he normally rents out the agricultural land as additional land to another farmer. This process has been going on for quite some decades. Today between 25 and 30 % of the arable land is rented, only 50 % of the owners of farmland properties are actually farmers, and appr. 35 % of all farmers rent additionalland. Approximately 60 % of the productiue forests land is somehow part of farrns. The rest is owned partly by private individuals, partly by corporations and some by the government and municipalities. The typical ownership in the mountains are commons of some sort, as outlined above. 3.4. Transactions The owner have exclusive power to do all kind of use and transactions which is not explicitly forbidden in law and regulations of equal power. However, a lot oflegal types ofuse and transactions are still regulated in law in such away that certain procedures etc. have to be observed. Let us look into some of the most common transactions: • SeIling a property unit. In some cases, most notably for agricultural properties, the transaction needs concession (approval) from public authorities, regarding both the new owner and the price. In any case the deed has to be registered in the legal land register to make the new title valid. KART OG PLAN 3- 99 Real Estate Planning; An Applied Academic Subject • Contraets establishing easements, leaseholds, mortgage and similar transaetions are normally valid without concession and without being entered into the land register, but leasehold arrangements have to be registered if the duration exceed 10 years. However, to have such transaetions registered, gives security and protection against eventual claims from a third person, and are most often done, except for short time renting of additional agricultural land. The information in the legal land register have so called "trustworthiness"; a person in good faith, should be able to do safe transactions on the basis of the information in the register. If losses still should occur, due to mistakes in the registration, such a person may claim compensation from the state. Very few such claims are made, less the 10 pr. year, out of a total of appr. 1 million entries annually. • Subdivisions of property units are rather strietly regulated; such operations, both the subdivision as such, and the new boundaries need approval from proper authorities. The aetual operation; surveying, documentation, demarcation and so on, have to follow certain procedures and standards, and are (normally) performed by the surveying seetion of the municipal administration. • Reallocation of land, establishing of joint infrastructure like access roads, fences and drainage for severaI property units, regulations (rules) for commons, settling boundary disputes and a multitude of similar operations are made by the Land Consolidation Service. The point is that in case all the owners and right holders agree, and otherwise follow laws and regulations, they may perform these transaetions among themselves as they wish. In cases of disagreement, even if only one out ofmany disagree, this one or the others may take the case to the land consolidation court. Here a solution will be made either by ruling of the court, or a solution will be found by mediation and negotiations among the parties. The latter are becoming more and more frequent. 4. Some refiections on public control and the research agenda The institution ofproperty right is deeply rooted in Norwegian society. So deep in faet that it has never been felt necessary to inscribe the instituKART OG PLAN 3- 99 tion into The Constitution, or in ordinary legislation for that matter. It is taken for granted. There is however a large body oflegislation, and also some political controversy, devoted to the problem of public control of tenure and the use of real property. From an owner's point of view this will often be seen as limitations and even sometimes unfair encroachments on his rights. From a "public" standpoint this may bee seen quite different. One crucial question, on which this controversy often ends up, is to what extent compensation should be paid to owners for restrictions imposed on them, in their use and transaetions with real property. The public control of real estate are, as mentioned above, oftwo kinds; land use control and tenure control. 1) Land use control takes different forms, the most important is town and country planning, zoning, and building control. The building control comprise both where to build, what to build, and control of the aetual standards (quality) of the works. It is most strongly imposed in an urban contexts. Land use planning is however generally applied to all the territory of Norway, in various forms and with varying degree of detailed regulations and legal consequences. It is based on nationallegislation and standards, but municipal authorities play a crucial role in the aetivity, both in the planning and the enforcement processes. In rural areas, and especially in forests, mountains and the like, landscape and nature conservation aspeets seem to be most important for the time being. It is generally accepted throughout most segments of society that the governments on national, regional and local levels have both a right and duty to perform this aetivity, even if the actual regulations themselves may be highly controversial. 2) Tenure control is most strongly applied in rural areas, to farms and fore st land. It comprise severaI components, the most important are: a) Control of ownership; to buy a farm the buyer has to get approval from the Iocal government, and settle (live) on the farm for the next 5 years . The aim ofthis is to enhance local settlement, and farmer's ownership. b) Control ofthe price to keep it at Iow leveIs; the aim of this is to enhance the economy for the aetive farmers , and to prevent speculation in farmland. 265 Hans Sevatdal The two regimes; property right on one hand and public controlon the other, constitute the basic institutional framework for use of, and transactions with real estate. Together with the factual situations, development and problems concerning real estate, they also comprise the framework for education and applied research. Education and research at an academic level started in Norway in 1898, with the establishment of two chairs, one in land consolidation and one in surveying, and a study programme, at The Agricultural University. The aim at the beginning was to serve the needs of the The Land Consolidation Service, established in 1859. This service has successively developed into a special branch of the judicial system. The original two chairs have developed into two departments, one in surveying and the other in land use planing, both serving a multitude of professional needs . I will not dwell on educational aspects, suffice to say that the programms always have had, and still have, an applied caracter; an educational mixture of "know-how" and "do-how", comprising surveying, law, economics, cadastre, tenure systems, land use planning, land concolidation and so on. The research activity has the same applied character. The posing of problems and research questions have be en mainly focused on: • Factual situations and development concerning property units, owners- and right holders, tenure arrangements and so on: In short the dynamics in the property right regime. • Relationships between factors within the property right regime, the public regulation regime and actual land use. • The actual professional activity in real estate planning, management, re arrangement and a lot of different "transactions" by public and private actors within the pro perty regime; in The Land Consolidation Service, in the cadastraI practices, in public land acquisition, expropriation and so on. Most often the aim of this research has been to provide insights and 266 knowledge for more efficient ways of doing things; more effective "do-how". The concept of "trans action costs" seems to be more and more impor tant, also in public agencies working in this field. • Valuation ofreal estate for different purposes. • Land registration • The development and impact of institutional arrangements . At present there seems to be especially three inter dependent, very promising research questions in this field: 1) How do institutional factors influence transactions costs, 2) how do they frame conditions for mediation, negotiations and negotiated solutions, and 3) how are the consistency oflegislation in the field oftenure regulations. Traditionally the main body of research was related to rural settings, partly because we are at an agricultural university, partly because land consolidation was developed primarilyas an instrument for re arrangement of rural real estates. This instrument is still not very well developed for use in urban areas, but it is underway. As an academic subject however, both in teaching and research, urban situations and problems have been on the agenda at our department for a long time. 5. Referenees : Doeble, w.A. 1983: Concepts of Urban Land Tenure. Pp. 63 - 107 in Dunkerly, H.B. : Urban Land Policy. Issues and Opportunities. Oxford University Press. North, D.C .1990: Institutions, Institutional Change and Economic Performance. Cambridge University Press. Scott, w.R. 1995: Institutions and Organizations. SAGE Publications Sevatdal, H. 1998: Common Property in Norway's Rural Areas. Pp.141 -169 in: Berge and Stenseth (ed.): Law and the Governance of Renewable Resources. KART OG PLAN 3- 99 Cadastral Research - Issues and Approaches E r ik Stubkjær Erik Stubkjær: Cadastral Research - Issues and Approaehes KART OG PLAN, Vol 59, pp. 267-278, P.O.B. 5029, N-1432 Ås, ISSN 0047-3278 In Denmark land management inc1udes cad astral issues, property law, and certain economic issues. The artic1e r estricts itself to the cadastral issues and presents a survey of the cadastral problem domain. The survey is based on an early Danish cadastral work, and on t wo internationally oriented textbooks. The textbooks present cadastre in the context of information systems . Consequently, a selective survey of information systems r esearch is made, focusing on natural science (positivistl and alternative paradigms. It appeared that the alternative paradigms became recognised in information systems research around 1990 and some years later in GIS research. The development suggests viewing the cadastre in its cultural context. It is discussed whether this can be done within natural science faculties. Danish experiences with information systems development have earlier been reported with reference to network theory (Stubkjær, 1992). A similar approach was identified within recent lSD research. This and the above survey led to proposals for the design of future cad astral research. Keywords: Cadastre. Kataster. Problem domain. Information system. Information systems development. Research design. Paradigm. Erik Stubkjær, Professor, Lic. Agro. (PhD), Department of Development and Planning, Aalborg University, Fibigerstræde 11, DK-9220 Aalborg øst, Denmark. E-Mail: < [email protected]. > UML: www.i4.auc.dklest! 1. Introduction In some countries cadastral issues have been taught at institutions of higher education for more than 100 years. This is due to the need of the society for high-Ievel qualifications regarding transactions concerning land and real estate, including the change of boundaries of real property. Transactions concerning real property, and hence the cadastral subject area, are described in terms of legal prescripts . It would, however, be misleading to conceive the field as a sub-discipline within law. This is because the cadastraI subject area includes substantial technical elements. For example, the legal determination of the boundary of real property is based on identification and measurement of objects in the field . Also, the maintenance of national or regional databases on real property and related rights and obligations demands substantial technical knowledge, especially because of the geospatial nature of the recor ded data. The technical knowledge is provided by professioKART OG PLAN 3- 99 nals and represented in an international setting by FIG, the International Federation of Surveyors. During the 1970s and 80s the cadastral issues got an international dimension. This was partly motivated by a concern, hosted by the UN and other agencies, to support developing countries with incomplete or non-existent cadastral systems. Another impetus for an international perspective on cad astral issues was the fact that the diffusion of applications of computer software was hampered by national peculiarities. The development of general mo dels of the diverse, national cadastral systems might reduce these bar riers. Finally, research efforts, also within neighbouring and emerging disciplines like cartography, geographical information systems, and computer science by the very nature of research introduced an international dimension into the cadastral subject area. The Danish term of the cadastral field is 'matrikelvæsen'. The term derives from late Latin matricula - register, as in the matriculation of students of a university, that is to enter 267 Erik Stubkjær information into a form (matrix) . The suffix: '-væsen' probably emerged within Kameralwissenschaft (Zincke, 1755) and denotes the institutional aspects of a field. The term '-væsen' is approximated by English terms like service, authority, or system. Cadastral and related teaching has expanded its part of the Danish study programme for chartered surveyors from about 1/6 around 1970 to 2/7 now, largely at the expense ofthe disciplines of drawing and site development and drainage ('Jord og Vand'), which were phased out. Surveying, mapping, photogrammetry and remote sensing, and GIS cover about 4/7, and spatial and public planning dominates the remaining subjects . The umbrella name of cadastraI teaching is 'Arealforvaltning' - Land Management. The majority of cadastral study elements are lectured during the 3rd study year and includes cadastrallaw and procedures, property law with land registration, assessment for property tax and compulsory purchase, and property registration at large, with legal aspects of GIS. In the following I shall outline my view of cadastral studies, by focusing on cadastral research. I write primarily for staff at university departments, who relate themselves to FIG, and for researchers in related disciplines. My special concern is the colleagues in European countries in transition, where geodetic studies have a recognized position among the natural science disciplines. It is a challenge to maintain that position when social science elements must be appropriated more weight within the study programmes . The limitations of the paper mean that substantial issues are left out: • Economy with transaction co st theory, regulatory policy, and economics of information • Sociology ofprofessions, of organisations, and of science • Law in terms of sociology of law, and the important study of positive law • Political science, especially from the point of view of governance and implementation • Geography, with urban dynamics, spatial analysis, and GIS, and • Linguistics and knowledge engineering, providing an approach to elicit general knowledge that is carried by legal and other texts, and to use it for improvement of education (cf. Stubkjær,1994) 268 The following pages aim at charting the cadastraI problem domain and developing grounded suggestions for the design of further cadastral studies. To gain perspective, section 2 refers to early Danish cadastral research and indicates essential components of the domain. Section 3 extends the scope to the worldwide by means of two textbooks in the cadastral field (Dale & McLaughlin, 1987; Larsson, 1991). Common for the three works is that they aim at covering a totality, rather than focusing on a specific issue. The two textbooks introduce the importance of information technology for cadastre and land management. A substantial amount of cadastraI issues may thus be conceived as a subfield within information systems research. If this position holds it means that the approaches and methods of information systems research can be applied for cadastral studies. Section 4 provides for a selective survey of information systems development (lSD) research. The main re as on that cad astral research is not entirely a subfield of information systems research is that lSD research is mainly concerned with information systems in the industry, while the specific conditions which regard governmental information systems are less explored. Cadastral systems may be organized as a purely governmental affair, or - alternatively - rely on market-based services. Decisive is that the cadastre is rooted in the government and may be conceived as an instrument of law and order. Therefore cadastral research must take into account the power relations and specific cultures of the government. Section 5 refers to lSD research that addresses these issues. It is contended that a cadastre presupposes a specific culture, a bureaucratic maturity, to operate. While GIS technology expands worldwide, the cultural implications may question the role of cad astral research outside the European homeland of the cadastre. Section 6 develops on the cultural aspects and outlines alternative approaches to cadastral research. A conclusion doses the paper. 2. Cadastral studies - An emerging discipline In Denmark the first cadastral position within higher education was established in 1874 (Betænkning, 1972), and the first professor was installed in 1970. It branched from the discipline of surveying (in Continental Europe one KART OG PLAN 3- 99 Cadastral Research - Issues and .Approaches would say: the discipline of geodesy). The first holder of the cadastral position, the reader E. Mørup, rather quickly provided a compendium of circular letters and decisions on cadastral issues (Mørup, 1880, 1893). The scientific contribution is not the compendium as such, but the naming and ordering of the elements of the cadastral subject matter. It is a classical aetivity in science to open a new subject area by describing and naming the elements of the subject area. Prominent examples include the botanical system of Linne (Systema naturæ, 1735), and the table of elements by Mendelejev, and Lothar Meyer, respectively (about 1869). Mørup was concerned with governmental praetice and teaching, rather than with the nature . His elements were ministerial letters. Mørup named 35 classes to which he allocated relevant prescripts from 1782 to his own time. So far, we do not know ofhis ordering principles. Catchwords ofthe classes were organized alphabetically, and within the classes the letters were put in chronological order. In Figure 1 below the 35 classes are struetured into 6 groups, to make the cadastral universe of Mørup more explicit. His own numbering and wording appear (in Danish) in the right column. Some Danish cadastraI terms are not translated. From Figure 1 it appears that legal rules regarding terrain objeets of different kinds motivated the largest number of classes . The second largest group includes the different types of cadastral proeedures, which got one class each. The group includes procedural rules for expropriation where chartered surveyors had (an d have ) a statutory task. Compared to other countries it is worthy of note that no prescripts were issued which demanded a certain quality of measurements and calculations. This is due to the faet that theory-based quality measures were developed in Germany during and after Mørup's time. Also, prescripts on permanent boundary marks and other monuments did not get special mentioning until the present century. From a recent systems analysis perspeetive you miss a reference to what is today called databases. The ledgers and archives of Mørup's time were largely internal ministerial business; only copies and certificates were relevant to the outside, cf. the group: Prescripts on documents. Also, reference to land law: the conceptions of real property, title, mortgages, easements, etc. is KART OG PLAN 3- 99 missing Oll appears only implicitly from Mørup's classification. The classification by (Mørup, 1880) is, nevertheless, worth mentioning. His efforts were useful for the profession, by providing an easy access to the knowledge that was needed by the surveyors, and his dasses are still indicative of essential cadastral elements, even if they are not all embracing. 3. Cadastre and information systems Mørup's classification charaeterizes a cadastral subjeet area with the following elements: An organizational, partly governmental structure provides the setting for procedures that convey information in the form of documents on termin objects, which are statutorily described . The following extends the discussion of the cadastral subjeet area by means of two textbooks: Land Information Management - An introduetion with special reference to cadastral problems in Third World countries (Dale & McLaughIin, 1989), and Land registration and cadastral systems - Tools for land information and management (Larsson, 1991). Both textbooks use the term Land Information as a general term, in accord with the title Land Information Systems that was adopted in 1978 by the International 1"ederation of Surveyors (FIG) for one oftheir scientific commissions (Eichhorn, 1981). (Dale & McLaughlin, 1989) present a taxonomy of information systems where Land Information Systems is the term applied for systems related to large map scales (generally used for cadastral purposes), while Geographical Information Systems (GIS) is the term applied for small map scale systems (mostly used by geographers). The latter term became, however, the general term for the rapidly developing research field, cf. (Longley et al, 1999). The two textbooks discuss cadastral and related issues in the context of management of information systems. They present the new subjects: Information management and related economic issues, together with more traditional material: Surveying and mapping, and law. Figure 2 overleaf provides a survey of the chapters of the two textbooks according to the mentioned disciplines. The scope of the survey justifies that a chapter is generally related to only one content headline . Larsen's chapter 11 addresses legal as well 269 Erik Stubkjær Terrain objects to which specific rules apply Procedure rules for cadastral and related cases 2) Washed awayareas (Bortskyllede arealer) 5) Joint property units (Fælleslodder) 7) - (Gadejord) 9) Fences (Hegn) 10) Railroads (Jernbaner) 11) Midwife's house (Jordemoderboliger) 12) Churchyards (Kirkegårde) 21) Mills (Møller) 25) Sand drift areas (Sandfiugtsstrækninger) 27) School plots (Skolelodder) 28) Forests (Skove) 4) Expropriation (Expropriation) 19) Exchange ofland (Magelæg) 23) - (Omdeling affæstegods) 24) Amalgamation (Sammenlægning) 30) Registration oftitle (Thinglæsning af adkomstdocumenter) 32) Partition of co-owned property unit (V dskiftning) 33) Subdivision (Vdstykning) 3) Building and fire protection (Bygnings- og brandvæsen) 6) Tenants and ordinary estates (Fæstevæsen og Legislation to comply in cadastral cases Bondejords behandling) 18) Entailed estates (Lehn og Stamhuse) 22) Sanitary prescripts N æringsvæsen 34) Watercourse services (Vandløbsvæsen) 35) Road services (Veivæsen) Taxes and duties, incl. soil fertility classification Organisation of the cadastre and related administration 13) - (Kongelige Penge .. og andre afgifter) 16) - (Landskatshartkorn) 26) System of taxation (Skattevæsen) 29) System of stamp duty (Stempelvæsen) 31) Transfer duty to private persons (Tiende) 15) Chartered surveyors (Landinspecteurer og Landmaalere) 17) Quasi judicial commissions (Land væsenscommissioner) 20) Cadastral service (Matriculsvæsen) Prescripts on documents 1) - (Attester om hartkorn) 8) Copies and certificates (Genparter og ud skrifter) 14) Maps (Kort) Figure 1: 35 elasses used by (Mørup, 1880) in a compendium of cadastral prescripts as information management issues, and is thus recorded twice. It appears that the authors largely agree on the subjects covered. Both textbooks introduce issues, which were not mentioned in the context of Mørup's classification, but which are inherently cadastral. The international perspective of the textbooks makes it evident that land parcels can be identified in severaI ways. As a consequence, alterna270 tive parcel reference systems (Dale & McLaughlin, 1989: 39f) and land unit identifiers (Larsson, 1996: 157f) are mentioned. An early record of the land parcel identifier issue is (Moyer & Fisher, 1973). The identification ofparcels and real property units has to be completed with information on the relative location and form of the lots. For most countries in Europe the analogue, cadastraI maps serve that purpose, supplemented by KART OG PLAN 3- 99 Cadastral Research - Issues and Approaches Textbook content Dale & McLaughlin Larsson Introduction, history, visions, conclusions 1. Land information 3. The fiscal cadastre 4. The multipurpose cadastre 12. Conclusions and recommendations 1. Land information systems 2. Cadastre and land registration 3. Historical development .. 4 ... systems in Europe 15 . .. in English-speaking countries Surveying and mapping 5 . .. spatial referencing 6. Surveys and mapping 9 . Cadastral surveying Legal issues 2 . Land registration 10. Adjudication (ofrights in land) 11. Registration (ofrights in land) Management of (geo-)informa tion 7. Digital mapping 8. Data management 11. Management issues 11. Registration (, organization of) 13. Organization, automation, education 6. Benefits of cadastre and land register .. 7. Further benefits .. Calculating benefits 8. Feasibility studies 14 .. . ways ofsimplification Economic and 9. The economics of LIS feasibility issues 10. Institutional arrangements Figure 2: Survey of issues covered by two cad astral textbooks monumented, geodetic control networks, cf. (Dale & McLaughlin, 1989), chapters 5 and 6. Both textbooks address the issue of quality measures, mostly from the perspective that the benefits of cadastrelland registration systems can be achieved with lower demands on measurement standards (Larsson, 1996: 96; Dale & McLaughlin, 1989: 27f, 126). The geodetic information is metric, but important spatial information, e.g. neighbour relations, is of an ordinal rather than a metric nature. (Dale & McLaughlin, 1989) mention spatial refereneing that is not related to the centre of the earth, e.g. 'metes and bounds'. Also, you can describe routes and the location ofpremises without referring to co-ordinate systems. (Stubkjær, 1992) mentions severai, metric and nonmetric, spatial reference frames. Regarding the legal issues both textbooks discern between title and deed registration of real property and mention the main seetions of the land registry: property (identification) section, the proprietorship seetion, and the encumbrances section, including mortgages and easements. It appears that the authors take an information system, rather than a legal view of the issue. The information systems aspeets are more fully addressed below in section 4. KART OG PLAN 3- 99 Both textbooks introduee economic and fea sibility issues. It must be noted, however, that the issue is introduced in away that does not match Danish experiences, e.g. regarding the development of the national information system (frequently called 'register') on Buildings and Premises (1974-80), cf. (Stubkjær, 1992). As a matter of faet merging interests of the participating parties motivated the Danish development. A cost! benefit estimate of the project was made, but not much diseussed. This is in contrast to the development approach taken by the two textbooks, which emphasizes a rational analysis of problems, assessment of benefits and costs, decision on Land Information project, implementation, and monitoring. The established Land Information System will in turn improve decision-making, cf. Figure 3 below. IInfonnation , People I Technology -~ ...... Land Infonnation Management f }lore --+~ ,ff"tive decision making Figure 3: The land information management challenge (Dale & McLaughlin, 1989) Fig. 1.8 271 Erik Stubkjær illustrated by a paper by G. Feder for a World Bank seminar in 1986, a pa per that is quoted by both textbooks. The reasoning goes that titled land provides security to farmers as well as to lenders, which will trigger more investment. The increased investment provides for more variable input use, which in turn gives higher output, higher income, and higher prices in land (Dale & McLaughlin, 1989: 174f; Larsson, 1996: 58±). Rationalistic reasoning has motivated the development of information systems, too, but the reference to Danish experiences above indicate, that such logic of development not always correspond to reality. Research in the field of information systems development provides for alternative conceptions, which fit better with experiences, as will be described in section 4. Summarising, the survey of the contents of the two textbooks demonstrated that cad astral issues are related to severaI disciplines: Surveying and mapping, law, information systems, and economics. The dominant role of the information systems discipline appears from the introduction and scope of the land information textbooks and from the way legal issues are treated, rather than from the amount of chapters, which specifically addresses information systems. Furthermore, the survey suggested an extension ofthe list of cadastral issues, which originated from Mørup's work, including parcel identifier and spatial reference frames, which identify and locate information on terrain objects in databases. Finally, it was noted that the development logic of information systems, as described by the textbooks, differed from Danish experiences. A tentative view of the cadastral problem domain (a 'root definition', cf. Checkland, 1981, as summarised by Hirschheim et al, 1995) is presented without comments as figure 4. 4. Research in information systems development The previous section established information systems (IS) as a context for cadastral studies. The economic potential and various consequences of computer technology have attracted substantially more intellectual resources to this new field, and to the field of GIS, than to cadastraI studies. Therefore, it is beneficial to draw on experiences from the IS and GIS research. The research regarding computers and information systems is overwhelming, and the research focus has developed over time. The present survey focuses on the basics of research: methodo- hold Property Rights Ru1e Sets to reflect Terrain Objects Technolo 'lY Cu1ture Figure 4: A view of the cadastral problem domain 272 KART OG PLAN 3- 99 Cadastral Research - Issues and Approaches logy and reality conception and include the purpose of fin ding an answer to the discrepancy mentioned above between a development logic based on economics and the Danish experiences. It appears that early computer science rese arch was techno-centric and largely restricted to the traditional engineering disciplines . The development of information systems benefited from computer technology, as it became available during the decades: Computer aided systems engineering (CASE) tools were developed by applying the available technology for systems analysis and design. Prototyping became part of the development strategy as standard software packages and graphical us er interfaces became available, and object-oriented analysis and design methods have been developed as a refiection of object-oriented software engineering. Improvements of information systems development methods are, however, not only due to the technological impact. Research into the human and organizational aspects of information contributed to the development, as did new technology. From an organizational perspective one can note that early systems development methods assumed a rational and hierarchically structured organization, which called for a similarly structured development proeess. The concern for achieving well defined goals in an optimal way originated in the hierarchically structured, armed services. The developed methods were applied by private enterprises, and from the 1960s used by governmental ageneies to provide products and services effectively. Human and wider organizational aspects were included in the IS research during the 1980s (e .g. Bjørn-Andersen et al, 1986; Eason, 1988). In Scandinavia the research had specific reference to trade unions. From the 1990s social and philosophical issues were addressed as weU (Floyd et al, 1992 ; Dahlbom & Matthiassen, 1993; Hirschheim et al, 1996). This development marked an important distinction between research in computer science, and research in information systems. Computer science research, as represented by (Denning, 1989), shares the basic assumptions of reality and scientific enquiry with (natural) science, while research in information systems includes, and often largely relies on, the research paradigms of sociology. (Klein, 1999) refers to a paradigm shift in MIS Quarterly and three articles in Communications KART OG PLAN 3- 99 oftheACM during 1989 as a turning point in the IS r esearch. One of the articles (Denning, 1989) described a 'Core of Computer Science' that may be related to a positivist viewpoint, while the two other articles stated and developed up on alternative approaches to information systems development and information systems research. Klein notes that a debate of paradigms hardly took place . Within few years it became accepted in research circles to con sider «three research paradigms in information systems research, namely the positivist, the interpretivist, and the critical» (Klein, 1999: 20). Positivism is, however, still the most frequent type of research, as counted by the number of articles and other research contributions. The research within geographical information science (GIS, replaeing the former notion of geographieal information systems) has similarities with the research in computer science and information systems. In both cases the discussion on paradigm and worldview became manifest in research, however, with some delay in the specialized field. J. Pickles refers to a workshop at Friday Harbor, November 1993, which raised «Questions of origins , epistemology, .. , forms of representation, and the politics and ethics of information (which so far) have generally been seen as marginal to the more technical questions of systems development and application .. » (Pickles, 1999 : 64). The discussion ofresearch paradigms furthermore becomes visible through special issues of journals. In the field of information systems mention is made of 'Social Science Perspectives on IS' inACM Transcations on Information Sys tems (Kling, 1994), and the more comprehensive special issue: Research on Systems Development - Position and critique, in Accounting, Management and Information Technologies (Hirschheim, Klein & Lyytinen, 1996). The GIS complement is the special issue : GIS and Society in Cartography and GIS (Sheppard, 1996). Finally, the different worldviews may be related to departments. It has been observed that information systems research is perforrned to a gre at extent at business departments (Kling, 1999). Therefore, one can imagine a division of work between computer science departments, working within a natural science paradigm, and business department research in information systems within social science paradigms. Also in geography a division is made between researchel' s and departments with different 273 Erik Stubkjær Computer science/ Information systems Geographical Information Worldview disThree articles in Communications cussion surfaced of the ACM, during 1989. National Centre for Geographical Information and Analysis (NCGIA)'s Friday Harbor Workshop, 1993 Pickles: Ground truth, 1995 Social Science Perspectives on IS ACM Transactions on Information Systems (1994) 12/2 Special issues of Research on Systems Development journals - Position and critique Accounting, GIS and Society Cartography and GIS (1995) 22/ 1 Management and Information Technologies (1996) 6/ 1-2 Labels of 'schools' or approaches computer science; (natural) science, positivist 'spatial analysts'; technicist, instrumentalist, positivist information systems; interpretivist, critical 'social theorists'; hermeneutie, critical Figure 5: References to literature on 'worldview' discussions in computer science and in geographical information science . worldviews. In geography physical geographers, that is staff of departments of physical geography, are counted as 'spatial analysts' that take a natural science approach. Human geographers are divided: some are 'spatial analysts', too, some are called 'social theorists' (Johnston, 1999: 42, referring to Sheppard, 1995). (Johnston, 1999) presents a typology of 'the nature of science': empirical, hermeneutie, and critical, which provide partly alternative conceptions of the reality (ontology) and how it can be inquired (epistemology). It is worthy of note that the paradigms of sociology are apparent not only in philosophical treatises, but also in empirical research, e.g. (Gartner & Wagner, 1996). Their article describes actors, arenas, networks, and procedures, respectively, in a case study of information systems development in Germany and Austria. These are the concepts which (Stubkjær, 1992) used to describe the development of Danish national information systems of the 1970s. The above selective review of research in information systems and in geographical information systems, thus did succeed in finding a research approach that fits the mentioned account of Danish experiences. Furthermore, the review provides a reference for an interpre274 tation of the two cadastral textbooks, which were discussed in the previous section: They appear to be written in the same tradition as the first phases of computer science research. Organizational and other social science issues are addressed by the textbooks, but as con text rather than as an issue for investigation, and the development logic that is presented in the textbooks is as rational as the computer science paradigm. The review of the present section touched upon methods and techniques, which are relevant for cadastral studies, e.g. CASE tools, but focused on research on the reality relation of information systems. It was established that the natural scientist, positivist paradigm was questioned during the 1980s and 90s and in some research departments supplemented with alternative paradigms. Cadastral research must include alternatives to the positivist paradigm. However, as cadastral studies in Europe are generally related to naturaI science disciplines (surveying and geodesy) and located within a faculty of science, it is considered a drawback if cadastral research should be based on a paradigm that does not relate to the positivist paradigm. The challenge is thus to draft a research approach that accepts different KART OG PLAN 3- 99 Cadastral Research - Issues and .Approaches worldviews in a consistent way, for example similar to Heisenberg's uncertainty principle (Heisenberg, 1927). The challenge is addressed in the following section, by developing on the article by Gartner and Wagner and relating it to a previous attempt of establishing a theoretical basis for cad astral studies (Stubkjær, 1996). 5. A theoretical basis for cadastral studies (Gartner & Wagner, 1996) present a theoretical framework for the development of information systems in a political context. The framework enables a discussion of the political and organizational context of the design of information systems, including the participation of the parties concerned. This is highly relevant for cadastraI research, as • cadastral information systems are part of the public administration, • their development has frequently political implications, and • more parties are mostly involved. Three social arenas for participation are distinguished: designing work and systems, designing organizational frameworks for action, and designing the industrial relations context, respectively. A social arena is «a place in which different communities of actors meet to discuss shared or overlapping projects and concerns» (:191-2). «Each arena of action has its own set of legitimate agendas - from questions of user interface design to quality of working life and privacy issues» (:188). Arenas need not be limited by boundaries, agendas, and values set by existing organizations and their subunits; they may rather extend across such limitations, and change over time. Actors interact in actor networks as representatives of, for example a professional community, an organizational unit, a setting of workplaces, or a political group. The actual behaviour of actors is, however, not conceived as determined by their representative tasks or recorded according to rational, goal-seeking patterns. Rather, «we can lo ok at an actor network as being engaged in creating an identity space, which can be described in the very mixed vocabulary ofvalues, myths, political strategies, styles, and taste - in moral-political as well as in aesthetic categories» (:192). KART OG PLAN 3- 99 The theoretical base that Gartner & Wagner draw upon views systems development as 'culturaI practiees' and 'socio-technical dramas'. The authors themselves point to the fact that an interpretation in terms of 'particularly shaped identities" may conceal the political nature of practices. They state that «Actor networks are networks of powers and dependencies, .. »( :193), and refer to «the power of established networks» (:211). Power is, however, also related to places : «.. it is important to look at the specific location or place from where these powers act. These places can be a local or national union, the offices of a company's top management, a specific workplace, a consultant firm, . . . Each of these places hosts its own political framework which in turn shapes what its inhabitants hold as a legitimate standard, value, interest, or procedure.» (:193). When research in cadastral issues aspires to extend from the Continental European homeland of the cadastre it is surely mandatory that different cultural practises are recognized and accounted for. However, for cadastral research the investigation of cultural practices is ameans rather than an end in its own right. It is, therefore, questionable how cultural aspects ought to be addressed. This issue is illustrated by another study that does not address cultural aspects. The study used a similar set of terms to describe how the German law of chemical substances came into being (Schneider, 1988), however with a different interpretation. Volker Schneider conceived actors as holders of power relative to other actors of a policy issue network and arenas as the places where actors meet, e.g. OECD working groups, Parliament, boards of organizations, and secret working groups. Arenas in terms of commissions and working groups changed during the process. The legitimate agendas of the arenas were understood as largely determined by the actors who set up the arenas (working groups with their terms of reference ). The pace and direction of development was determined by the actors and their bargaining with their power resources of different forms : technical knowledge, position in governmental hierarchy, organizational strength, reputation relative to social dynamics, among others. The re construction of the chain of events and the assessment of power resources, etc. were objectivized as far as possible. The benefit of the approach of Schneider is 275 Erik Stubkjær that a decade of events, spanning severaI countries and interest groups, is elicited into a tight, consistent record. Furthermore, the law development process, or drama ifyou prefer, is treated with the same search for rigor that one would find in the natural sciences. Schneider's concept set and research design can thus be related to the positivist paradigm, surely a benefit in the context of the challenge of cadastraI studies that were mentioned at the end of previous section. A limitation is, however, that such research design presupposes a practice of setting up commissions, etc. in pursue of quasi rational solutions of the actor's rather explicitly established goals. Such practice demands a specific culture, namely a high level of bureaucratic maturity of the country concerned, a national appreciation ofrational approaches, and furthermore a country so big that the national expertise in a specific field is generally objectivized and not the monopoly of a single person. This culture cannot be expected globally, and it is thus a research issue to develop a research design which benefits from both the cultural practice/ interpretivist approach and a rather positivist approach. What can be concluded from this section is, however, that the concept set of actors, actor networks, arenas, and agendas must be included in the theoretical basis of cad astral research. 6. The cultural setting ofthe cadastre, and its implications for research The previous section indicated that an understanding of the development of national information systems need to include cultural issues. One can narrow the question ofhow this is done best, by taking into consideration that information systems, and especially national information systems, ne ed a certain culture, in terms of practices and values, to operate. More specifically, the cadastre presupposes a specific culture, not only by the surveyors and civil servants involved, but also by the society at large . This issue is illustrated by a quotation of the article by Gartner and Wagner, and some implications for cadastral research are stated. The recording of real estates and the protecting of real property rights must be rooted in the government and the procedures of a constitutional state (Rechtsstaat). The idea of 'govern by rule and not by man', and its development into 276 modern bureaucracies or public administrations, is a means to secure a high level ofpredictability and stability. The compliance with and enforcement of rules is the precondition for the general trustworthiness of agreements on all leveIs: individual, collective, and national. However, one may question the norm of loyalty towards rules. One type of critique of the norm is moral, as it sees a too strict compliance with governmEmtal rules as a denial or suppression of individual responsibility (cf. Germany 1933-45). Another type is rather economic, as it sees the formalization and inflexibility of bureaucracy as an impediment to efficiency. Critique may, however, also be raised as a means to undermine the strength of the bureaucracy when it discloses and attacks vested interests. The issue ofloyalty towards norms is vast. The mixed values that are related to bureaucracies are illustrated very well by the following quotation: «.. the existence ofnumerous conventions and Ioc al procedures .. create the strange situation in which human actors and technical objects evolve predictably, as if acted on by rules to which they confirm» (Gartner & Wagner, 1996:194). The text goes on by seeking ways to achieve a «more dynamic and flexible [network]». A bureaucracy may indeed be as strange, difficult to accomplish, and culture specific as an Indonesian dance, and much research is needed to assess to what extent it is advisable and possible to transfer such culture specific practice to other regions of the globe. For the present it is assumed that a certain - and rather high - level of predictability in the social sphere is a necessity for operating and developing a cadastre . Consequently, the means to achieve such predictability: rules, procedures, and humans who act according to rules, etc. must be part of cadastraI investigations. A draft design for cadastral research can be motivated as follows : The information content and maintenance of existing cadastre and related information systems are described by a positivist approach, using system analysis tools. This aceounts for the predictable aspect of the cadastre and includes the prescripts that specify the information flows and databases. In parallel, a preliminary investigation is made of the actors and arenas (in Schneider's sense) that are conc:erned with cadastral information, including the end users. An investigation of the cultural practices (Gartner & Wagner, 1996: 193f) KART OG PLAN 3- 99 Cadastral Research - Issues and Approaehes should enable an informed choice of the research design of the main investigation. A key issue is whether a sufficient number of actors demonstrate an intention of integrative , co-ordinated action or not. Options for a subsequent investigation are mentioned below. The two first-mentioned are within the positivist approach, the third within the interpretivist approach. Options include: • to identify and overcome concrete, observed obstacles, for example by reducing the dissimilarity of the actors' conceptual mo dels of the information system (cf. Wierda, 1991: 173) • to chart the events within an actor network as a quasi rational, bargaining process, conducted by actors with rather explicitly stated and integrative objectives, cf. Schneider's approach. • to interpret the events within an actor network as a playing with words without real commitment. Changing purposes may motivate the proposed new system and the de signated responsible person finds reasons to transfer the ide a to others . «The collective garnes actors play build up on complicity, shared experiences, and complementary interests rather than on integration» (Gartner &Wagner, 1996: 193). • to engage in discussion on basic concepts and norms as real property, government, justice, and scientific method, recognizing that also science is culturally bound, or - in other words - to question the proposed view of the cadastral problem domain (Fig 4). new or revised prescripts of any kind, e.g. laws, by-laws, or technical standar ds regarding the cadastral information flow, and new or changed organisational units. A fourth level was identified as the level of philosophy, and of scientific and moral norrns. Methodological issues were only implicitly addressed, but for each level reference was made to specific theory elements. The above account of different research approaches to cadastral studies may be seen as a development ofthe ideas ofthe previous work. A similar ordering is quoted by (Wierda, 1991: 10) noting that different development strategies are needed for development ofinter-organizational information systems, dependent on the decision-making structure within the network. Mter further review of the research literature he conducts a case study in the positivist tradition. In (Stubkjær, 1996) mention is made of different 'leveIs' of investigation. The first and second regard measurement and mapping of terrain objects and the performance of routine property transactions, respectively. The main objects of the third level are the organisations (actors) who issue and maintain the prescripts oflevel one and two. The activities of the third level are conceived as «a trade with resources of a societal nature». The outcome of this trade is References KART OG PLAN 3- 99 7. Conclusion The cadastral problem domain has been charted on the basis of an early Danish work and two internationally oriented textbooks. The textbooks presented a logic of development for the cadastre that has been related to research in information systems development (lSD). The survey of lSD research focused on research paradigms and noted the fact that alternatives to the established natural science (positivist) approach became recognised in lSD research after the 1980s. Cadastral research can, by following that pattern, keep the rigor of the related geodetic research as appropriate and still be able to address the social and cultural aspects that are inherent in the cadastral domain. Danish experiences with information systems development have earlier been reported with reference to actor network theory (Stubkjær, 1992). A similar approach was identified within recent lSD research. This and the above survey led to proposals for the design offuture cadastral research. Betænkning (1972) Betænkning om landinspektøruddannelsen (Report on the (Danish) land surveying study programrne). Den Danske Landinspektørforening. København. 69 p . Dale, Peter F. & John D. McLaughlin (1989) Land Information Management - An introduction with special reference to cad astral problems in Third World countries. Clarendon Press. Oxford. 266 p . 1988, reprinted. Eason, Ken (1988) Information Technology and Organizational Change. Taylor & Francis . London. 247 p. Eichhorn, G (1981) Das FIG-Symposium in Darmstadt Eine Zusammenfassung. Papers, FIG XVI. Internat. Kongress, Montreux, Schweiz , Vol 3, paper 304.1. 277 Erik Stubkjær Gartner, Johannes & Wagner, Ina (1996) Mapping actors and Agendas - Political Frameworks of System Design and Participation Human-Computer Interaction Vol 11, no 3, pp 187-214. Hirschheim, Rudy, Klein, Heinz K. & Lyytinen, Kalle (1995) Information systems development and data modeling - Conceptual and philosophical foundations . Cambridge University Press. 289 p. Hirschheim, Rudy, Klein, Heinz K. & Lyytinen, Kalle (1996) Exploring the intellectual structures of information systems development - A social action theoretic analysis Accounting, Management and Information Technologies Vol 6, no 1/2, pp 1 - 64 Jo hnston, R.J. (1999) Geography and GIS. Pp 39 - 47 in Longley, et al (Eds) Geographical Information Systems. 2nd edition, Vol 1. Klein, Heinz K. (1999) Knowledge and methods in research - From beginnings to the future . Keynote paper IFIP WG 8.2 Conference, St.Louis, August 20-22, 1999 (In press) Kling, Rob (1994) Introduction to the Special Issue on Social Science Perspectives on IS acm Transactions on Information Systems Vol 12, nr 2. 117 ff. Kling, Rob (1999) What is Social Informatics and Why Does it Matter? D-Lib Magazine January 1999, Volume 5 Number 1, ISSN 1082-9873. http://www.dlib.org/dlib/january99/kling/0 1kling.html Larsson, Gerhard (1996) Land registration and cadastral systems - Tools for land information and management. Longman, Essex, UK. 175 p. 1991, reprinted. Longley, Paul A. , David J. Maguire, Michael F. Goodchild & David W Rhind (Eds) (1999) Geographical Information Systems. 2nd edition, Vol 1-2. John Wiley. New York. Moyer, D. David & Fischer, Kenneth Paul (Eds) (1976) Land parcel identifiers for information systems . Arnerican Bar Foundation. Chicago Press. 278 Mørup, E. (1880, 1893) Samling af collegiale og ministerielle Circulairer og Skrivelser m.m. vedrørende Landinspecteurernes virksomhed (Compendium of circular letters and administrative rulings of relevance for the activities of land surveyors). Del I 1782 - 1879; Del Il 1880 -1892. Den Danske Landinspektørforening. København. Pickles, J (1999) Arguments, debates, and dialogues - The GIS-social theory debate and the concern for alternatives. Pp 49-60 in Longley, et al (Eds) Geographical Information Systems. 2nd edition, Vol 1. John Wiley. New York. Schneider, Volker (1988) Politiknetzwerke der Chemikalienkontrolle - Eine Analyse einer transnationalen Politikentwicklung. Berlin, Gruyter. Sheppard, E. (Ed) (1995) Special issue: GIS and society. Cartography and GIS 22 (1). Stubkjær, Erik (1992) The development ofnational, multi-purpose spatial information systems - Danish experiences in a theoretical context. Computers, Environment and Urban Systems Vol 16, no 3 (May/June 1992) p 209217. Stubkjær, Erik (1994) Employing the Linguistic Paradigm for Spatial Information. In: Advances in GIS research: Spatial Data Handling Conference, Sept. 1994, Edinburgh 1 Waugh, Thomas C; Healey, Richard G (Eds) . Edinburgh, University of Edinburgh. Voll, pp 572587. Stubkjær, Erik (1996) A Theoretical Basis for Cadastral Development. Proceedings, Third Seminar of the European Co-operation Network for Education and Research in Land Information Systems (EUROLIS), Sept. 1994. Delft; Delft University of Technology, 1996. pp 0.9 - 0.23 . Wierda, Folkert W (1991) Developing interorganizational information systems. Dr. Thesis TU Delft. ISBN 90-9004069-2. Delft. 213 p. KART OG PLAN 3- 99 Discipline of Real Estate Studies in Finland Kauko Vii tan en Kauko Viitanen: Discipline of Real Estate Studies in Finland KART OG PLAN, Vol. 59, pp . 279-284, P.O.B. 5029, N -1432 Ås, ISSN 0047-3278 Definition of the diseipline : The real estate studies, espeeially the prineiples and advaneement of the land registration and eadastrai system, including real estate valuation, real estate eeonomies, and regional and loeal planning of real estates. Key words: Real estate studies. Land registration. Cadastral system. Real estate valuation. Kauko Viitanen, Professor, Dr. Ing., Helsinki University of Teehnology, Institute of the Real Estate Studies, P.O . Box 1200, FIN-02015 HUT, Finland. E -mail : <[email protected]> Internet: http://www.hut.fi The history of the discipline of real estate studies The history of the discipline of real estate studies is closely related to surveying and the occupation of the surveyor. The first surveyor in Finland, OlofGangius, was authorised in 1633, and this is said to be the starting year of surveying in Finland. At first, the education of surveyors was arranged according to the system of apprenticeship, so that the theoretical subjects were usually taken at the university. In 1855 the education of surveyors was moved to the technical field, following the Central-European examples, and in 1908 to the Helsinki University of Technology, the Department of Surveying. The first permanent teaeher of the discipline of real estate studies was Professor E . A. Piponius in 1900 (discipline of land consolidation at that time). The education at the Institute of Real Estate Studies started to have its present form by the appointment of the associate professor of Real Estate Techniques (Land Management) in 1966 and the associate professor of Real Estate Techniques in Towns in 1973. In the 1970's and 1980's the education in the real estate studies was divided into theoretical and practical studies, with the theoretical parts of the Principles of Land Registration and CadastraI System, Real Estate Economics, Real Estate Planning and Land Consolidation being the responsibility of the professor. The practical studies were the responsibility of the associate professors. This structure greatly corresponded to the offices of the surveyors at the National Land Survey and local governments. KART OG PLAN 3- 99 Following the Finnish social structure the real estate studies were at first concentrated on the management of the use, development, and valuation of agricultural and fore st properties. The real estate economic issues in the densely populated are as did not fully emerge until in the 1960's, the decade ofurbanisation. When in the 1930's more than 90 % of the surveyors were employed by the National Land Survey, their share by the 1990's had decreased to less than 40 %. In the municipal sector the amount of jobs for the Masters of Science in Surveying was nearly septupled between the 1960's and the 1990's. During the re cent years the jobs in these traditional fields have decreased, but increased in the private sector. Along with the real estate boom in the late 1980's it eventually turned out that the real estate studies, as a part ofthe generally applicable education for the Master of Science in Surveying, no longer met the requirements of the real estate economics. In 1993 the degree programme of surveying was divided into two options, Real Estate Economics and Law, and Surveying and Mapping Technology, which already have independent entranee examinations. At the same time an important reform was also carried out in the real estate studies by combining the teaching of Real Estate Techniques in Towns and the special subject in Real Estate Planning, and establishing a new special subject in Real Estate Management. One of the most important reasons for this reform was the increasing demand of real estate management both in the private and public sectors, the dramatic decrease of the «traditional» prospects of 279 Kauko Viitanen offices in the public sector, and the anticipated reforms in the real estate legislation. Real estate studies today Today the discipline is defined as follows according to the teaching and research sector of the professorship: real estate studies, especially the principles and advancement of the land registration and cadastral system, including real estate valuation, real estate economics, and regional and local planning of real estates. The Institute of Real Estate Studies offers three options of majors: Real Estate Economics and Valuation, Real Estate Management, and Land Management. The Institute is operating in a close co-operation with the Institute ofLaw for degrees in the major Law on Real Estate and Environment. These majors are also the main fields ofresearch and further study. The major of Real Estate Economics and Valuation studies the bases and theories of real estate economics: the real estate market, planning, investment, financing, and taxation, and the related valuation both on the level of an individual real estate and a property portfolio. The studies are extended from the national economics to the business economics, the main emphasis being on the so-called external valuation. To say this succinctly, the purpose is to understand the operations of the real estate market. The fields ofteaching and research ofthe professor in charge of the major is defined considerably wide: real estate studies, especially the principles and advancement of the land registration and cadastral system, including real estate valuation and real estate economics, and the regional and local planning of real estates. The major of Real Estate Management will train th e Masters of Science for duties of real estate and asset management in the private and public sectors. The studies concentrate on the owner's point ofview, i.e. issues within an enterprise. The knowledge and the skill of purchasing, renting out and seIling real estates, practising real estate investment and controlling the risks involved will be provided. Facility management is also included in the education. The aim is to have the management ofreal estates arranged effectively and productively in the owner's property portfolio. The major of Land Management treats the static bases of the land registration and cadastraI system (real estate registers) and real 280 estate surveys. The point of view is the efficient management of the processes, which is social in the respect that in Finland the services are provided by the state and the municipalities. The aim is to secure a reliable and efficient land registration and cadastral system. Good knowledge of the land registration and cadastral system is the basic strength of the graduated Masters of Science in Real Estate Studies, and Helsinki University of Technology is the only source of university level education in this field. Research within the real estate studies As to education, but most of all research, the real estate studies are strongly connected to many a wider discipline. Thus research within the real estate studies is strongly interdisciplinary, and in a fairly hard competition for financing. For instance, in the research financing of the technical field the chair is often seen as sociological. However, in the field of soeial sciences it seems to be a part of the technical sciences. Research within the real estate studies tends to scatter into severaI directions by structure, and by nature it can be mainly classified as applied studies or even development activities . There are no larger research teams at the Institute of Real Estate Studies. Research carried out at the Institute of Real Estate Studies has mainly been related to individual theses and dissertations. Nearly all of the research financing is received from the public sector. The share of the private sector has been limited to Master's theses . The share of the private sector as the financier of the Master's theses and employer has indeed remarkably increased in ~k-EST~lESTI.JD~ D c~nnvE l su Bsn TunvEE D~ oN KART OG PLAN 3- 99 Discipline of Real Estate Studies in Finland the 1990's. As at the end of the 1970's only 10% of the Master's theses in the real estate studies were financed by the private seetor, the share is now a half. In the same period the share of the municipal sector has decreased from 50 % to 5 %. The share of the state has remained the same (1/3). Some 20 doctoral (Appendix 1) and 30 licentiate's dissertations have be en completed at the Institute of Real Estate Studies during its history. Master's theses amount to approximately 20 each year. Until the 1970's the research was strongly focused on the domestic problems ofland consolidation in the rural areas. Since the 1970's the research has been diversified and dearly entered into the fields of real estate valuation, real estate economics, land use planning and real estate management. The problems of the developing countries are also represented (Appendix 2). At the moment research into land readjustment has been reactivated. There are about five postgraduate theses actively under work on the subjeet. Real estate valuation and real estate management are the other active fields of research. The Institute of Real Estate Studies is also in dose contaet with the ongoing research projeets on the environmentallaw. Until the 1980's the research reports were in Finnish (or Swedish) almost without exception, but nowadays some quarter ofthe reports are written in English. The long-term project on the planning of the rural areas financed by the Academy of Finland in the 1980's can be pointed out as an example of the research projects. Another project on the real estate problems in the developing countries also financed by the Academy of Finland is just completed. One licentiate's dissertation is already written (Torhiinen, 1997) on the subject, and another one is just being completed (Veijalainen, 1999). In addition to this there were 2 to 3 Master's Theses and one doctoral dissertation at the University of Helsinki. Financed by the Ministry of Agriculture and Forestry three research reports on the compensation for economic losses of the assignor have been written since 1994, and one isjust about to be completed. There are further two reports on expropriation of real property and real property survey (Korhonen, 1997 and 1999) written at the Institute of Law. The Institute of Real Estate Studies and the Institute ofLaw share a common series of publications for introducing the recent reseKART OG PLAN 3- 99 arch reports and publications in foreign languages (Appendix 3). The research findings are also reported in the referee publication Surveying Science in Finland published by The Finnish Society of Surveying Sciences. Starting from 1999 the abstracts of the theses are also published in English on the net pages of the Institute, address www.hut.fi/ Units / Departments / M / . Today the research carried out at the Institute of Real Estate Studies can be defined as follows: The Institute of Real Estate Studies carries out research into real estate economics and the basic structures of the land registration and cadastral system, and its maintenance and management as a technical, informative, economic, administrative, andjuridical issue. Besides the juridical concept of the real estate the research is also concentrated on the various derivative forms of real estates and other land resources on the national and international real estate and stock market. The aim of the research is to understand the mechanisms and regularities of the system, and as sist in the planning, advancement, and management of effective systems and metho ds of good quality and conformable to sustainable development. The aim is networking and interdisciplinary research work on an internationally high level. The reports will be published in foreign languages and in internationally recognised series of publications. In order to achieve the set objectives the Institute will focus on establishing research teams of high standard and improving the appreciation ofresearch work among the students, employers of the real estate branch, and other sectors. New challenges to the real estate studies The land registration and cadastral system forms a foundation to the operations of our society. The systems of ownership and financing are operating on this system, and in faet the whole human aetivity. In the Western countries the existence ofthe system is not even easily noticed, but its importance is tangibly seen in the transition processes of Eastern Europe. It seems that without a properly funetioning land registration and cadastral system it is impossible to a longterm investment activity and thereby to the 281 Kauko Viitanen whole national economy to get straight. The situation is the same in many developing countries. The land registration and cadastral system brings security and stability to the society. Changes in the system should be therefore carefuUy considered and implemented. Yet, a precondition for the system is the smooth implementation of the changes required by the respective stage of development in the real estate structure, without the system being a hindrance to the necessary changes in the society. Maintaining the service ability of the land registration and cadastral system in the complex and rapidly developing world is one of the greatest chaUenges ofthe real estate sector to the real estate studies. The real estate sector is strongly regulated by legislation. For instance, there are separate laws for the formation, ownership, use, conveyance, rental, expropriation, registration, mortgage and taxation of real estates. The statutes are rather slowly changed, which is weU described by the fact that the statutes on the conveyance and morlgage of real estates, and registration of title to a property, becoming effective in an Act in 1997, were greatly based on the Act of 1734. However, in the economic activity the regulations for real estates have not been very flexible or favourable, and that is why the real estate business, especially in the population centres, has largely been based on property securitation. The real estate is treated in the form of a company, investment company, fund, etc. Within the real estate studies this leads to a special need of shifting the emphasis of the education and research more profoundly towards Real Estate Economics and Finance, especially in case of real estate valuation and management. The ways of the real estate studies to accept the challenges The reform of 1993 in the real estate studies fairly well meets the present educational requirements. Understanding and proficiency in the principles and operations of the land registration and cadastral system and market are the essential basic requirements in every sector of the real estate studies. The division of majors is greatly in accordance with the requirements of specialisation, although with the present resources it is not very possible to go any deeper into subjects or increase the education. The means of development will have to be sought from other directions. 282 In order to accept the challenges of development the Institute of Real Estate Studies will have to start networking both in the educational and especially research activities, not only in Finland but also internationally. However, turning the communications into an active operation seems to be difficult and laborious even domestically. In this light the project in progress by the Department of Surveying and the Department of Civil and Environmental Engineering for common education on real estate management in the Helsinki University of Technology is very positive. The project was started in the summer of 1998 on the initiative ofthe private sector, and a degree programme common to both of the departments has been under special consideration. By means of the new degree programme the education on real estate management could be arranged to comprehensively meet the requirements of the real estate sector, taking the requirements and strengths ofboth of the departments into consideration. The degree programme might include severaI majors of the Departments of Surveying and Civil and Environmental Engineering, and a new major in English. Thus the programme would be versatile, flexibly intensify the freedom of choice, and even be internationally comparable. In the real estate studies this would mainly mean a separate option of advanced studies in the management of the property rights and cadastraI system in the public sector, which would intensify the present situation, and on the other hand, greatly resemble the structure effective at the Royal Institute of Technology in Stockholm. The development project of real estate management is not the only one in progress. There are already long traditions of co-operation with the Department of Architecture in urban planning, and the advancement of education is being discussed even today. There are severaI projects under way with international partners as well. In the management of the land registration and cadastral system the National Land Survey of Finland has adopted a land survey and registration system (JAKO) based on geographical information, which is revolutionising the ways of working, for example, by integrating the real estate activities with the mapping sector. The demand for young experts will increase along with the new system, and internationalisation will most likely create further demand for recruiting highly educated people. In the KART OG PLAN 3- 99 Discip line of Real Estate Stud ies in Finland Land Management Option: Land Management and law on Reat Eslate and Environment Reat Elta ... Economics and Valuation law on Real E&latø and Envlronmenl Degrae PlllgIamme In Real E........ Management Option: Real Estalø ECOI'oomicslr--I autumn of 1999 the JAKO system will be introduced for educational purposes at the H elsinki University of Technology. At the same time it will also make possible to start the research for the further development of the system at the Helsinki University of Technology. Concluding words In conclusion I would like to point out that the challenges of the real estate sector to the real estate studies are hard. The Institute of Real Estate Studies cannot accept these challenges alone, but we are prepared for co-operation by networking both within the Helsinki University of Technology and internationally. Creating channels for co-operation requires will to co-operate, patience and resources, the importance of which I hope the financiers would consider, too. Together we can make it to the top . Appendix 1: Doetoral Dissertations at the Institute of Real Estate Studies CTitles translated at the Instute) Viiino Suomaa (1946) Compensations of Quality ofCultivation of the Field (in Finnish) Paavo Lappi (1948) Value of Field and Forest Land at Consolidation (in Finnish) Arvid Wiiala (1948)Impacts ofthe Land Reform on the Farming of the Partition Unit (in Finnish) Lauri Kantee Losses and Expenses on (1960) Buildings Caused by the Transfer of a Farm at PartiKART OG PLAN 3- 99 Law on Real E&lale and Environment tioning of Land (in Finnish) Impacts of the Location ofa Farm on the Internal and External Farming Traffic (in Finnish) Veikko O. Hyvonen On the Disposition of the (1970) Parties Involved in Land Division Proceedings (in Finnish) Veikko Tervola Auf die Verkehrsplanung (1972) wirkende Faktoren in worniegen Landwirtschaftlich genutzen Gebieten Pekka V. Virtanen The Feasibility Zone Met(1975) hod for the Physical Planning of Rural Areas (in Finnish) Jorma Kantola Technical Principles and (1976) Methodology of Real Estate Valuation (in Finnish) Comparison of Urban Paavo Littow (1978) Development Costs by Means of Some Significant Cost Factors (in Finnish) Site Price and Building Veikko Kanerva (1978) Costs (in Finnish) Aulis Tenkanen Valuation of Shorefront (1983) Areas, Especially Surplus Areas on Holiday Sites, for Compensating Expropriated Landings (in Finnish) Ossi Heiskanen (1969) 283 Kauko Viitanen OlaviMyhrberg (1984) Anne Haila (1990) Kari I. Leviiinen (1991) Formation ofValue in Municipal Rawland P urchases (in Finnish) Land as a Financial Asset: Studies in Theoretical and Real Trends A Calculation Method for a Site Price Index Appendix 2: Some examples ofthe recent Master's Theses Anu Alavuotunki Assessment of Old Wooden Houses for Property Taxation - a Study of Pro perty Tax and Its Basis in Seven Residential Areas in the City of Helsinki and the Rural District of Artjiirvi Tom Bjbrklund Planned Maintenance in the Life-Cycle of Buildings Jyrki Hahkala The Main Factors Effecting the Profitability ofInvestments in Rental Housing Mikko livonen Corporate Information in the Annual Reports of the Real Estate Investment Companies Jukka Jaakkola Compensation Practice in Settlements Relating to Water Cases Kirsi Kaukonen Homebuyers Survey and Valuation as a Part of Real Estate Appraisal Marko Luukkonen Interest Rate in Income Value Method of Forest Areas J ohanna Miiiittiilii Rating the Regions in the Real Estate Market Analysis Toni Pekonen The Liability ofthe Real Estate Val uer Saku Rantanen Applying Benchmarking Method to Analyse Maintenance Services in Hospital Real Estate Liisa Raunemaa Development of Real Estate Valuation Services in the Client's Point ofView Pasi Ryhiinen Real Estate Purchases and Price Formation in Protected Shore Areas Mikko Suhonen Required Return in the Valuation of a Shopping 284 Center Mikko Tamminen Land Prices ofRaw Land and Detached and Terraced Housing Sites in Turku Area Appendix 3: Research reports published in English Pekka V. Virtanen Is urban land a scarce commodity? (1983) Saad C. Yahya Compulsory Purchase Practice: Guidelines on Public Land Acquisition Methods in Africa (1989) Anne Haila Land as a financial asset: Studies in theoretical and real trends (1990) Bijaynand Misra Urban land markets in Asia: The role of private developers and guidelines on public acquisition of land (1991) The real estate portfolio J ussi Palmu strategies and management of Finnish foundations (1994) Urban property market and Kauko Viitanen Kari Anttila, land law in Finland (1994) Kaisa Vuorio Anna-Maija Nisula A Study on Cadastral Surveying Methods and Cadastral Map in the Context of Developing Countries (1995) Matti Yli-Laurila The expropriation of real property in Finland (1995) Jouni Anttonen Master Planning in Tanzania Mainland The Practice, Problems and the Way Forward (1997) lina Korhonen Expropriation of Real Property (1997) Kauko Viitanen, Kaisa Vuorio, Urban Property Market Matti Yli-Laurila, and Land Law in Finland (1997) Kari Anttila Mika-Petteri Tbr- Land Tenure Confused; hbnen Past Present and Future of Land Management in Zanzibar (1998) Marko Hannonen Issues in the Methodology ofProperty Portfolio Analysis (1999) KART OG PLAN 3- 99 Vitenskapelig bedømt artikkel Calibration and Derivation of Initial Values in Industrial Photogrammetry. Mathematical Models and Examples of Applications. Ingolf Hådem Mottatt 11.05.1999. Godkjent 01.09.1999. Ingolf Hådem : Calibration and Derivation of1nitial Values in Industrial Photogrammetry. Models and Examples of Applications. KART OG PLAN. Vol . 59, pp. 285-2 93, PO.B . 5034, N -1432 As, ISSN 0047-3278 The article focuses on the following two problems in industrial close-range photogrammetry: (a) camera calibration and (b) derivation of approximate values for the initialization of the iterative bundle adjustment. After a general discussion of different approaehes and their mathematical formulation and numerical solution, two examples ofpractical application are given for dynamic photogrammetric deformation measurements within structural engineering. Key words: Indu strial photogrammetry. Camera calibration. Approximate values . Deformation measu remen t. IngolfHådem, Professor, Dr. Scient., Department ofSurveying a nd Mapping. Norwegian University of Science and Technology (NTNU), N-7034 Trondheim, Norway. Email: <ingolf.h [email protected]> 1. Introduction Non-contact industrial measurements using CCD video cameras are gaining increasingly importance as this technique may prove to have some clear advantages compared to competitive 3-D measurement techniques. However, the success of photogrammetry in this emerging field depends on solving some fundamental problems satisfactorily. This article focuses on two such problems: (a) camera calibration and (b) closed-form derivation of approximate values for the initialization of the iterative bundle adjustment. After a short review of some approaches to solve these problems in Sections 2 and 3, the procedure and results of two deformation measurement projects in structural engineering at NTNU are given in Section 4. The basic formulas for the central perspective projection with additional parameters and additional constraints are given in Appendix A, while some important trans forKART OG PLAN 3- 99 mations applied in photogrammetry are diseussed in Appendices Band C. 2. Calibration In this article, calibration is considered as the proeess of estimating the parameters describing the inner geometry of a photogrammetric measurement system. These parameters are in the first place the inner orientation of the perspective projection model: the principle distance (c), and the principle image point (x o, Yo) in the image coordinate system x, y, and secondly, additional parameters reflecting model errors. The following grouping of model errors is often used, see Freyer [2]: (1) scale change between x and y, and non-orthogonality of these axes, modelling mainly systematie errors in pixel shape and pixellocalization, (2) radial distortion, modelling the effect of non-ideal lens design, and (3) decentring distortion, modelling misalignment of lens elements. The different approaches to 285 Ingolf Hådem calibration will now be briefly discussed (a more comprehensive discussion is given in intersections may find all approximate values. Ifnot, the procedure may be: [3]): The expensive and time-consuming optical calibration using facilities such as goniometers and collimators has found little favour in close-range photogrammetry. The elaborate test range calibration involves a test range (e.g. a 3-D frame) with 100 or more coordinated targets photographed from a single camera stations or from several camera stations with convergent camera axes. The latter case is more reliable and accurate [1]. Instability ofthe calibration and refocusing may, however, require a more or less complete recalibration. In the case of measurement of smaller objects (up to the size of a car) on-the-job-calibration is popular. Here the actual object and a frame with pre-coordinated targets are exposed simultaneously, so that calibration information is obtained at the time of photography. In the self-calibration approach, calibration and object points are simultaneously determined by using measured image coordinates of object points as input to bundle adjustment with additional parameters (see eq. (Al». In the multistation case no given object data are needed to determine the calibration [13]. 3. Derivation of approximate values for the bundle adjustment In the literature different approaches to this problem are found, see e.g. [9, 11]. We will give two approaches (Sections. 3.1 and 3.2) which are included in the program package [7]. 3.1. Resection /intersection The outer orientation can be found by resection in space [4] using the measurement of image coordinates of at least 3 given object points (as is commented on below). The coordinates of an unknown object point can be found by intersection [4], i.e. from the measurement of this point in at least two images and solving linear equations for unknown coordinates, see Note 2, Appendix A. Thus, if at least 3 points are given per image, one cycle of resections followed by one cycle of 286 1. Estimate unknown outer orientations by resections with given object points and the intersected object points so far . If no more unknown object points to estimate, quit. 2. Estimate unknown object points by intersections with the known outer orientations so far from step 1. Ifthere are no more orientations to estimate, quit. Otherwise go to step 1. There are different algorithms for space resection dependent on the geometry of given points: - Given three non-collinear points . A general closed-form dual solution is given in [14,18]. - Given four planar points . First, linear equations in 8 transformation parameters are solved. The physical outer orientation parameters (Appendix A) may then be found directly [9,12]. - Given six 3-D distributed points. First, linear equations in 11 transformation parameters are solved. The physical outer orientation parameters may then be found directly [8,12]. 3.2. Stepwise triangulation A triangulation step involves either model forming or 3-D transformation. A model may be formed by a simultaneous estimation of coordinates (X'Y'Z'l; and 5 orientation parameters on the basis of eq. (Al) with minimum constraint defining the model system X'=[X'Y'Z'f The five parameters may be ( Ra~>,Y'o ,Z'o)n of image Il and the minimum constraint (Ra~>'X' 0)1=(1,0) X' on (e.g. =l ), (I: unit matrix) chosen constant (1) ° requiringIX'onllBaseOI-On> > to avoid illcondition. Alternatively, the model is formed in steps: 1: Relative orientation [4 ] using the coplanarity condition Fig. A2 and e.g. constraint (1). 2. Intersection ofmodel points (see above). KART OG PLAN 3- 99 Calibration and Derivation of Initial Values in Industrial Photogrammetry Model forming with a "trial and error" relative orientation embodied [6,15]. With minimum constraint (1) the coplanarity equations are linear in the particular unknowns (Yo ' Zo)w see Note 3, Appendix A. Therefor, a "trial and error" relative orientation may be based on guessing the rotations ofRop~ u. The model forming procedure may then be: 1. Guess a (new) set of approximate values of Ral3'Y u and choose X'ou = constant. (If illcondition occurs because IX'oulIBase Oj-OU = O, choose Y'ou or Z'ou = constant instead.) 2 . Find approximate values for the two unknown coordinates among (X,Y,Z)ou from linear coplanarity equations (see Note 3, Appendix A) with values of Ral3'Yn from step 1. 3. Find improved values for the two unknown coordinates among (X, Y, Z)OII and unknown Ral3'Yu using coplanarity equations and an iterative least squares' fit with initial values found. 4 . Iffailure, go to ste p 1. 5. Find approximate values of unknowns (XYZ)i by intersection us ing collinearity equations that are linear in these unknowns (see Note 2, Appendix A), and a least squares' fit. Hinsken [11] gives a closed-form iterative solution of relative orientation. 3-D transformation is used for connecting mo dels to a block, and for transforming the block to a global system. Schut [16] (see also Hinsken [11]) gives a closed-form solution of the transformation parameters, assuming at least 3 points with all their coordinates given in both systems, see Appendix B. If only 7 coordinates of 3 points are given in the global system, the residua12 coordinates in this system must be evaluated (Appendix C) before using Schut-Hinsken's method. Dewitt [5] uses another approach to derive the trans formation parameters. In the multistation case a stepwise procedure for finding approximate values is: 1. Select stereopairs to form mo dels by relative orientation and intersection of model points. 2. Select the local system of one stereopair as a block system and transform the other mo dels (model points and image orientations in model system) to that selected sysKART OG PLAN 3- 99 tem with t he use of at least 3 common points (see Appendix B). 3. Transform the block of object points and image orientations to the global system. 4. If not all images could be oriented, try the resection/intersection strategy (Section 3. 1) to find the approximate values that are not present. 4. Examples of applications We will give two examples of practical applications for deformation measurement of structural components at NTNU. Two Pulnix TM6071 cameras were used with a lens of 16 mm focallength, format of 648x464 pixels (1 pixel = 9 /-lm) and connection to a PC with programs for image acquisition, image processing and digital image measurement. A program package [7] including the derivation of approximate values (Section 3), bundle adjustment with additional parameters and constraints (Appendix A), and automatic error search was also used . 4.1. Example 1: Measurement of quasi-static punching of steel plates The task was to employ photogrammetry to measure the deformation (ilZ) of severai circular ste el plates (with radius = 25 cm and different thickness) during punching (time elapsed per plate: 10 minutes). The work place allowed only slightly convergent camera axes and a base/distance ratio of 1: 2, see Fig. 1. A stereopair was taken every 10 seconds of approx. 100 retroflex targets on the plate and 3 additional reference targets Pi on the stable surrounding frame . The targets Pi defined the object system with its XY-plane nearly parallei to the ste el plate and its scale derived from a measured distance Pi - Pj. Derivation of approximate values . Each model was formed as described in Section 3.2. The left image pl ane was nearly parallei to the XY-plane of the object system as seen in Fig. 1. The model could therefore be transformed to the object system XYZ on the basis of the 3 points Pi with minimum constraint and the simplified procedure described in Appendix C. Calibration. A 3-D frame with 40 coordinated targets was used. The original ide a was to do 287 Ingolf Hådem • * X ~ * Fl P2 Z ~ 1<- 45 cm-J l Fig. 1. Configuration, example 1 the calibration on the basis of the two following stereopairs taken with camera orientations as in Fig. 1: a stereopair ofthe frame in the place of the plate and a stereopair of the scene with the plate mounted. However, because the frame was too large, it was photographed outside the mounting instead. Estimation of defarmation. It was hoped that the image orientations could have been assumed constant in system XYZ during the punching. Because of unexpected instability in these orientations, a separate bundle adjustment with given reference points Pi as input had to be executed for every stereopair. Fig. 3 shows the final Z-deformation of a plate. Digital measurement and final aeeuraey. On the basis of manually measured approximate positions of image points in the initial stereopair a "centre of gravity" method for the final precise measurement of all images was used. Because the targets were affected by the plate deformation, optimal measurement accuracy was not obtained. From the bundle adjustments an estimated standard error 0'0 = 0.1 pixel was obtained. To check the accuracy of estimated deformation the Z-coordinates of some plate points were also measured by laser. The deviations between photogrammetric and laser measured Z-values gave an RMS = 0.3 mm which corresponded well with the photogrammetric precision O' LlZ (derived on the basis of 0'0) ' 288 Force 85 c 70 cm V * ~ '~~---'\ .s f - ' 45 cm Fig. 2 . Configuration, example 2. The plate is fixed along the two short sides, simply supported along A and free along B 4.2. Example 2: Measurement of deformation of aluminium plates subjeet to loeal buekling The task was to measure the deformation (Ll, LlY, LlZ0 'ufseveral aluminium plates (5l6x40 mm, different thickness) subject to local buckling in 10 minutes, see Fig. 2. A stereopair was taken every 30 second of the scene with 15 targets on the plate and 20 additional surrounding targets including 3 reference points Pi with minimum constraint. The calibration was based on 4 images: a stereopair of the calibration frame (placed outside the mounting) and the initial stereo pair of the scene. Approximate values were found as described in Section 4.1. The camera orientations were stable during the photography so that the targets of the deformed plate could be determined simply by intersection. The precision of the estimated deformation became therefore slightly better than in example 1. Fig. 4 shows the final Z-deformation of a plate. 5. Final comments and conclul:;ions Generally, self-calibration is the most preferable approach. However, the industrial environments may not be favourable for self-calibration without also using a 3-D frame . This is because the base/distance ratio and convergence of camera axes may not be ideal [lJ, the cameras may have variant calibration parameters which may cause ill-condition [lOJ, and it may be difficult to get a network with sufficient 3-D distribution to allow a complete KART OG PLAN 3- 99 Calibration and Derivation of Initial Values in Industrial Photogrammetry Fig. 3. Z-deformation of a plate, example 1. The grid is generated by the "Krieging" interpolation from the photogrammetrically measured deformation in plate points. self-calibration. In example 1 (Section 4.1) the network was not satisfactorily distributed in 3-D to estimate the inner orientation c, x o, yol, but was sufficient for estimating the distortion. Therefore the calibration may in such cases use images ofboth a frame and the actual scene to obtain an optimal solution using the bundle method. CIo sed-form solutions of relative orientation, space resection and 3-D transformation zem S imple support Fixed Fig. 4. Z-deformation of a plate, example 2. The grid is generated by the "Krieging" interpolation from the photogrammetrically measured deformation in plate points. This interpolation has given some unrealistic unevenness ofthe deformation surface. KART OG PLAN 3- 99 289 Ingolf Hådem are valuable means for a stepwise derivation of initial values in dose-range photogrammetry. The examples of applications showed that dose-range photogrammetry may be successfully applied for the measurement of dynamic deformation within structural engineering. Acknowledgements Dr. T. Børvik and Dr. L. Moen executed the experiments at the Department of Structural Engineering, NTNU with assistance of Eng. S.T. Dahl. Thanks are given to them for their contribution and to the Norwegian Defenee Construction Service for financial support. Appendix A. Basic equations The basic functional model of photogrammetry is the perspective projection assuming that projection centre, image point and object point are collinear (Fig. Al). This model extended with additional parameters reflecting model errors gives the following equation ([4]) or dX i = f,((x i - x o)' (y i - Yo); t i' t 2 . . ) Xi - X o Yi - Yo + with O-c dYi = r ij = fyC(x i - Xo)' (y i - Yo) ; t i' t 2 .. ) f i/ a, 0, y) Eliminating Si (point scale) and developing the matrices give x,-xo+dx; = -c((X;-Xo)r,,+(Y,-Yo)r 1l+(Z;-Zo)r ll )/((X-X O)rll +(Y;-Yo)r,,+(Z;-Zo)r,,) Y,-Y o+dy, = -cC (X, -Xo)r +(Y,-Yo)r l1+(Z;-Zo)r (X- Xo)r,,+( Y;-Y )r12+(Z;-Zo)r,,) 21 ) / ( 2l (Al) O Here are ((xY)o, c): inner orientation, (tl' t 2.. ): ditional parameters, (( XYZ)o, (a, [3, 'Y): uter orientation (projection centre and rotations), (XYZ)i: object point, and (xy\: image point. Constraints between parameters in eq. (Al) and new parameters, i.e.: F(parameters in (Al), new parameters) = O (A2) may be added. E.g., introducing an object distance D ij as a new parameter (A2 ) becomes: D 2 IJ.. - (X I 2 - (y- y .) 2 - (Z -Z.) 2 = -X) J I J I J ° Notes 1. The parameters in eqs. (Al) and (A2) may be estimated by the least squares' bundle method with given values of e.g. image coordinates (xy), object coordinates (XYZ) and distances D as sto cha stie observations with a variance/covariance matrix (the stochastic model). This estimation is a nonli- 1 '}x z.-v ~*(XYZ)i (XYZ)o~ *e>/f"x Dy)O Fig. A 1. Collinearity near problem, which requires initial values. 2. The right-hand side of (Al) is a linear function in X;, Xo' 3. Eliminating X; from t he 4 collinearity equations for a pair of corresponding image points in Fig. A2 gives a coplanarity equation linear in (XYZ)OI and (XYZ)ou' (See [4]). 0, b 0" ~"",/<t:? Fig. A2. Coplanarity. Vectors b, Pl and p2lie in apiane . 290 KART OG PLAN 3- 99 Calibration and Derivation of Initial Values in Industrial Photogrammetry Appendix B . Conformal transformation with at least 3 control points given in XYZ (Schut Here are s: the scale, Xo = (Xo, Yo' Zo)' = +ao - O <a=Ll~o- aoB R: matrix of three rotations. With the gravity centres x g = lx,/n and Xg = lX/n of n common control points (x, X)i the transformation becomes [16]) Let the transformation from a secondary system Il: x = (x, y, zjTa primary system I: X = (X, Y, ZjTbe (Bl) Let the rotations be defined by the four parameters a, b, c, d [11] and the condition d>O (B2) With three independent parameters a, b, c arranged in the following skew-symmetrical matrix c = j~ - C . b O a -b f -a O the elements ofR can be derived as functions ofthese three parameters a, b, c and parameter d dependent on a, b, c, see (B2), as follows (I: unit matrix): R = (d I - er' (d 1+ C) ~j d2+a2 _b 2 _c 2 2(a b -c d) 2(ab + cd) d2 _a2+b 2 _c 2 2(ac+bd) 2(b c - a d) (B3) Introducing vector expression (B3) of R and given coordinates (x, X)i of the common control points into (Bl) gives the following error equations in unknowns a, b, c, d, s (B4) where v = (vx ' VY' vi are residuals. s and elements ofR are estimated as follows: 1. Estimate s on the basis of distances between points given in both systems Il and I. 2. From eqs. (B4) with (B5) introduced, estimate (a', b', c') by a least squares' fit (lvv = min). (a', b', c') = (a, b, c)/d (BS) 3. Estimate R from (B3) with d = 1/"1·+""a,2+b-;i+~~2 and (a, b, c) = (a', b', a') d (see (B2), (B5)). Remark: d "" Ogives ne ar singularity. WrobellKlemm [ 17] propose a solution ofthis problem. Appendix C. Conformal transformation using minimum constraint Given are (XYZ)i,i=1,3 in the secondary system Il and (XYZ\ i=1,2' Z3 in the primary system I. A general method (1) and a simplified method (2) will be given for estimating the unknowns (XY)3 so that the transformation parameters can be estimated as described in Appendix B. 1) Assume a new system I: (X'Y'Z') with P1=origin and P 2 lies in the X'Z'-plane (Fig. Cl), i.e. KART OG PLAN 3- 99 291 Ingolf Hådem = cos K, sin K -sm K, cos K O, O 1 f x-x "f -y, 1yZ-Z, (Cl) Kis estimated from the second equation of(C1) with Y' = Y'2 = O and (XY) = given (XY)2' To estimate (XY)3 we first estimate (X'Y')3 and then use inverse (Cl). From Fig. Cl we see that (X'Y ')3 = (D'4 coscp, D43 cosco) where 'P, tgcp = Ul, Z' 2IX' 2 , sin co D'2 ') = X'2-+Z'2 = z P4, , ,, (Z' 3 -Z' 4)/D4 D '4 = Dl3cosa, 2 JlX' ~190~ ------- D)4> D43 can be estimated from eqs. : Z' 4 = D'4sincp , D43 = D l3 sina , 2 P t--- ' "" 'IIY' ,,,a. " D l3 I / ~ ... "" P ~'~'~__________________~Y ' , D 13 = d'3 D,/d'2 .- Fig. C1. Network in the new system I Here are O'. and d ij (distanee in system Il) given by: d2/= d ,/+ d '3 2 d '2 d 13 cosa dij 2 = (Xt X/ + (Yj_Y/ + (Zj-z/ P3l.Y'----------/~ ~ r __ -, Image~.:- 2- _---- '0:;::__ _ I I and (X'Z'h, Z' 3estimated by (Cl) given (XYZh, Z3 ~ X'-- ," -- ___ - I and (X'Z')2' Z'3 estimated by (Cl ) given (XYZ)2' Z3 : I r __ 2 Y' I I -_ I -- I P3 I • I P .............~..{::~ 2 d 12 X'· I I : I I --- 12 P I Fig. C2. Simplified case 2) Ifthe three points Pl are given in image system x' y', Fig. C2, and points Pl lie in the X'Y'pl ane paralleI to x'y', (X'Y')3 can be estimated on the basis of eqs.: X' = Y' = s-, (x' -x' ,) cos K + s-, (y' -y' ,) sin K -s-1 (x'-x') sin K + s-, (y'-y' ,) cos (C2) K Firstly, s (scale) is estimated as d\zlD l2 (see Fig. C2), and Kis estimated from eqs. (C2) and given (x' y', X'Y')2' (X'Y')3 can then be estimated by transformation (C2) and given (X'Y')3' References IAPRS: International Archives of Photogrammetry and Remote Sensing [1] Fraser, C. S., 1996: "Network Design". In: "Close Range Photogrammetry and Maehine Vision" (Ed. KB. Atkinson). Whittles Publishing, Caithness. 371 pages: 256-281. [2] Freyer, J.G., 1996: "Camera Calibration" In: "Close Range Photogrammetry and Maehine Vision" (Ed. KB. Atkinson). Whittles Publishing, Caithness. 371 pages: 156-179. 292 [3] Clark,T.A. and Freyer, J.G., 1998: "The development of Camera Calibration Methods and Models". Photogrammetrie Reeords 16(91): 51-66. [4] Cooper, M.AR., 1996: "Theory of close range photogrammetry". In: "Close Range Photogrammetry and Maehine Vision" (Ed. KB. Atkinson). Whittles Publishing, Caithness: 371 pages: 9-51. [5] Dewitt, B. A, 1996: "Initial Approximation for the Three-Dimensional Conformal Coordinate Transformation". Photogrammetrie Engineering and Remote Sensing, 62(1): 78-83 . KART OG PLAN 3- 99 . Calibration and Derivation of Initial Values in Industrial Photogrammetry [6] Hådem, 1., 1984: "Generalised Relative Orientation in Close Range Photogrammetry - a Review". ISPRS-Congress, RioBrasil. IAPRS, XXV(A5): 372-38. [7] Hådem, 1., 1989: "FOMAKON - A Program Package for Industrial Photogrammetry". Kart og Plan, 49 (1): 25-34. [8] Hådem, 1., 1989: "Bundle Adjustment in Industrial Photogrammetry". Photogrammetria 47: 45-60. [9] Hådem, 1.,1989: "Derivation of Approximate Values in Close Range.Photogrammetry - a Rewiev". ISPRS-Symposium, Ziirich-Sveits. IAPRS, XXVII(B5): 240252. [10] Hådem, I. and Åmdal, K., 1992: "High Precision Calibration of Close Range Photogrammetric Systems", ISPRSCongress, Washington, USA. IAPRS, XXIX(B5): 568-574. [11] Hinsken, L., 1987: "Algoritmen zur Beschaffung von Nahrungswerten fUr die Orientierung von beliebig im Raum angeordneten Strahlenbiindeln". Deutsche Geodatische Kommission, C(333). Munich. 51 pages. [12] Melen, T., 1994: "Geometrical Modelling and Calibration of Video Cameras for Underwater Navigation". Dr.ing thesis, [13] [14] [15] [16] [17] [18] ITK Technical Report 94-103-W. Norwegian Institute of Technology, Trondheim. 100 pages. Niini, 1., 1993: "Solution of the interior orientation without control points". Photogrammetric Journal of Finland, 13(2): 78-84. Munji, R., 1996: "Closed form space resection using photo scale variation." ISPRS-Congress, Washington-USA. IAPRS, XXIX(B5): 390-394. Nørbeck, T., 1982: "Generell relativ orientering og generell tilbakeskjæring i numerisk fotogrammetri" . Dr. ing thesis, Norwegian Institute of Technology, Trondheim: 271 pages. Schut, G. H., 1961: "On exact linear equations for the computation of the rotation elements of absolute orientation". Photogrammetria, XVII(l): 34-37. Wrobel, B. and Klemm, D., 1984: "Uber die Vermeidung singularer Falle bei der Berechnung allgemeiner Raumlicher Drehungen" ISPRS-Congress, Rio-Brasil, IAPRS, XXV(3b): 1153-1163. Zeng, Z. and Wang, X., 1991: "A general solution of a closed-form space resection." Photogrammetric Engineering and Remote Sensing, 57(10): 327-33. HAR DU EN Al-SKRIVER ELLER STIRRE? Da kan du få inntil 20.000 kr i rabatt ved kjøp aven ny HP DesignJet 1 Ol)oC eller A1-utskrift på W sekunder 1 OI)I)C Kampanjen gjelder også ved kjøp av Designjet 2000CP og 21)OOCP Kontakt din HP-forhandlE'r, sE'nd oss E'n mail på cad@computE'r2ooo.no E'1IE'r ring RunE' HankE'n (958 82523) for mE'r informasjon om kampanjE'n. Kampanjen er gyldig t.o.m. jl .oktober 1999. r/iOW HEWLETT ~~ PACKARD Computer 2000, Olaf Heisetsvei 5, ~~;=-=.:;~~ ~~§~ Postboks 34, Bogerud,0621 Oslo -=-=-='="== =- ==== Telefon: 22782000 • Telefax: 227820 Ol - - - http://www.hp.com/go/designjet a Tech Data company KARNOV NORSK KOMMENTERT LOVSAMLING Nå på cd-rom og på internett Telefon 22 99 04 20 KART OG PLAN 3- 99 Fax 22 99 04 50 www.rettsdata.no 293 The Internet - A Tool for Modern Planners Øystein Ringen Kristoffersen Øystein Ringen Kristoffersen: The Internet - A Tool (or Modem Planners KART OG PLAN, Vo1.59, pp. 294-297, P.O.B. 5029, N-1432 Ås, Norway, ISSN 0047-3278 The explosive growth ofthe Internet will inevitably affect the planning profession, as more and more people start to rely on the Internet as a source of information and communication. For many people, the Internet is now the first place to look for updated information on almost any topic. The public is starting to dem and electronic access to services, and the planning system will not remain unaffected by this trend. This represents a great challenge to the planning profession, as planners might find that they have to be online in order to serve the needs of their clients. Key words: The Internet. A tool. Modern planners. Large challenge. Online. Øystein Ringen Kristoffersen: Senior Architect, Norwegian Defense Construetion Service - South and West Norway Region, PO . Box 159, N-4097 Sola, Norway. E-mail: <[email protected]> Introduction The Internet And Its Content The purpose of this article is, firstly, to introduee planners to the global phenomenon known as the Internet and to its potential in planning. It is my hope that this article will in spire more planners to go online and take advantage of the benefits that the online world have to offer. Secondly, I wish to inform others of certain aspects of the research I conducted in 1999, while writing my Master's the sis in Land Use Planning at the Agricultural University of Norway,Ås. Planners in the U.K. and the U.S. have been aware of the potential of the Internet as a source of information and communication for quite some time. However, very little has been published on this subject so far. Zinn and Hinojosa published an epoch making article in 1994, called A Planner's Guide to the Internet, which, for the first time, put focus on the use of the Internet in planning. In 1997, O'Mara concluded in his article that nearly two-thirds of American planners use the Internet on a regular basis . The year after, the American Planning Association published a report called On line Resources for Planners, which clearly signalized that the Internet was on the planning profession's agenda; at least in the United States. Apart from these important publications, the little that do exist oflitterature about online planning is located on the Internet itself, where enthusiastic planners from all over the world have decided to share their experiences with others. The Internet is a "network of networks", consisting of millions of computers connected in a gigantie, global network. To many people, the Internet is synonymous with the World Wide Web (or www). www is, however, just one of the many components which together constitute the Internet. And contrary to many people's belief, the Internet is not a new phenomenon. Its predecessor - ARPAnet - was created back in 1969, as a research project with the US Defense. Its purpose was to ensure safe electronic data transfer during the Cold War. As the decades went by, the U.S. government gradually opened the network to civilians. The Internet has increased enormously in popularity and size over the last years, and has gone from being a toy for scientists and computer nerds, to become something that is widely considered as both useful and trendy. Today, nobody owns or controls the Internet, and the modern, user friendly interface (www) enables practically everyone to use this technology. It is probably easier to explain what is not on the Internet, than what is. The Internet increases in size at an incredible speed, as anyone is free to publish virtually anything on the Internet. Unfortunately, not even the best of today's search engines can successfully separate the useful information from the rubbish. Finding the right information on the Internet requires the careful use of search parametres to avoid information overflow. So when Sergent claims in his article that the Internet now contains so 294 KART OG PLAN 3- 99 The Internet -A Tool for Modem Planners many web pages that relate to planning that «being online is like having the world's largest planning library in your office" (Sergent 1997), this is only partially true. Conducting research on the Internet can be a tedious and risky affair, as a search conducted only a day or two apart will, in most cases, yield different results. Millions of new documents are published every week, and there is no guarantee that today's interesting documents are available tomorrow. This is the volatile nature of the Internet. Still, there is good hope for planners who wish to stay up-to-date on planning matters. The best approach for locating useful planning related information, is to visit planning devoted web sites like Cyburbia - The Planning and Architecture Internet Resource Center - which contains more than 6.600 links to more or less useful web resources. One of the most useful features about Cyburbia is the electronic discussion area, where the user may post amessage about virtually any planning matter, and (possibly) receive feedback from all over the world, sometimes within the hour. This is one of the major strengths about the Internet - the opportunity to discuss and share planning related matters with colleagues from all over the world. Mter all, planning conventions occur too rarely to satisfy the need to share one's experiences with fellow planners. There are even online planning journals on the Internet, like the Online Planning Journal by Centre of Advanced Spatial Analysis, University College London. Traditional planning journals still get most of the serious contributions, as the Internet struggles with its reputation of being a volatile media. Planning conferences often have their own official web site where they inform about the topics of the conference and call for papers. Mter such a conference, these web sites often house the official collection of conference papers. Furthermore, most planning organizations have their own web site today, where their members are offered support and guidance. Planning students are naturally also visible on the Internet, where their regional and local organizations publish newsletters and articles written for - and by - students. Most planning students are familiar with the Internet, and they dep end on it as an inexpensive source of updated information. Many of these young planners take Internet access for granted today, and they take their habits with them after they graduate. KART OG PLAN 3- 99 The Online Planning Department The idea of a democratic society is based on the assumption of an informed citizenry (Ryan 1996:3). In a traditional context, participation in planning is largely passive, due to minimal opportunities for interaction in the planning process «apart from the statutory procedures of representation and appeal.» (Batty 1998:23). Furthermore, a substantial part of the day-today work at any planning department consists of sheer routine work, and a lot of time and energy is spent on dealing with general requests from the public. A great deal of this information can easily be published on the Internet, thus allowing planners and other staff members to dedicate more of their time to important matters. Updating the information on the web site is usually an easy and inexpensive task. The general public will clearly appreciate the convenience of obtaining the information they want, whenever they want and without having to track down the correct agency where the information is accessible. By establishing an interactive web site for the city's planning department, a whole new level of public participation can be achieved. Plan proposals and project videos can be viewed 24 hours a day and the public may comment on them online. In December 1998, I conducted a survey among planning departments in the Eastern part of Norway, as part of my Master's the sis in Land Use Planning. The purpose ofthis survey was, firstly, to examine the attitudes towards and experiences with - the Internet as a to ol in planning. I was especially interested in fin ding out whether Norwegian planning departments were online to the same extent as their American and British counterparts seerned to be. The sur vey itself consisted of a written questionaire that was sent out to 124 planning departments, of which 74 percent responded. The results from the survey indicated that only 12 percent of the planning departments in the Eastern part of Norway had an official web site. Twice as many - 24 percent - stated that they were planning such a project in the near future. This means that more than one third of the planning departments that participated in this survey, had the Internet on their agenda at the beginning of 1999. There is, however, good re as on to believe that this number is somewhat higher today, as the first part of 1999 saw many prornising projects 295 Øystein Ringen Kristoffersen to make the Internet a more commonly used tool. In Vestfold county, the public and private sectors have joined forces to establish http: / / www.vestfold.com/. which is meant to house all governmental and municipal information of interest to the county. The advantage of such an approach is obvious; there is only one single web site to remember for information about the county. Furthermore, 51 percent ofthe planning departments can be contacted via electronic mail, and 78 percent stated that their staff members have access to the Internet at work. When asked to assess the staffs need to use the Internet to search for information, 74 percent of the participants in this survey described it as either large (16 %) or medium (58 %). So clearly, planning departments in Norway have decided to con sider the Internet as a serious tool in planning. 2D and 3D visualisation of plans on the World Wide Web A common tool among today's planners is the Geographic Information System (GIS) . According to elementary GIS theory, spatial data should ideally be shared with other potential users in order to increase overall usage and to reduce individual costs. The Internet is, in many ways, the ideal medium for distributing spatial data to users all over the world, at low co st and with considerable speed. In 1997, Brandon Plewe published an insightful book called GIS Online, in which he claims that «(the Internet holds promise for exponential increases in the efficiency and effectiveness of the ways in which we obtain, use, and share geographic information in all its forms» (Plewe 1997:2). Numerous domestic and foreign databases are readily accessible today, and spatial data is virtually at the fingertips ofthe user. All major GIS vendors have had their focus on the Internet for a couple ofyears now, as the dem and for procedures for www based access with new products is significant (Bishop 1998:44). However, neither GIS expertise nor software is required to utilize many of the GIS related resources on the Net (Heikkila 1998:354), as GIS and mapping capabilities can be incorporated into a Web server to allow the general public to operate GIS remotely from their own personal computers . Also three-dimentional plans can be viewed on the World Wide Web, as the programming language Virtual Reality Modeling Language 296 (VRML) can be used to display 3D building elements in a highly realistic way. Building facades can be draped with appropriate textures to achieve a higher degree ofrealism. The user can take on the shape of an avatar, which is a digital representation of the user, and examine the model from any angle - from the outside as well as the inside. Several avatars may examine the same model via www, and communication between users can be made possible through the use of a keyboard or the combination of microphones and speakers. Furthermore, the us er may move objects within the model to examine the visual effects of different physicallocations, and in some cases even change the building heights. Object movement and directional sound are als o options with the late st version of VRML. Such virtual worlds offer the opportunity to <<practice, simulate and visualise a design and planning issue in real time in a 'dry' environment>, (Smith, Dodge and Doyle 1998:11). The value of this technology should be obvious to planners. Plan proposals can be presented and examined independant of a mutual physical presence, and users may comment and agree on alterations early in the planning process . This technology is yet too complex for the average planning dep artment, but it may indicate a future standard for plan presentation on the Internet - a presentation that is user friendly and understandable by the general public. Conclusion Klosterman has already predicted that the Internet will allow planners and the general public to «retrieve vast quantities of spatially referenced information from their own machines, from departemental or municipal data bases, or from anywhere in the world without knowing - or caring - where the information is stored" (Klosterman 1998:473). Predicting the future is a rather risky affair, but certain trends seem to be relatively clear. Ifthe Internet is able to cope with its own popularity, planners will find that knowledge of - and presence on - the Internet is becoming more of a requirement as the world shifts from paper based to data bas ed communication. It is, however, important to have in mind that not everone is online yet, either due to economic reasons or sheer lack of interest. Clearly, the Internet cannot be more than an alternative source of information and communication today, as the focus on traditioKART OG PLAN 3- 99 The Internet -A Tool for Modem Planners nal media must be maintained to ensure that the voice of the «information underclass» (Ryan 1996:23) is hear d. It is my conclusion that planners should be ready to utilize the Internet as a tool in planning. This conclusion is based on the following five statements. Planners should go online because: 1. The Internet is the first place to look for infor- mation today (Bishop 1998:41). 2. Government agencies at alllevels now recognize the Internet as an efficient and effective way ofreaching a great number ofthe citizens they serve (Jeer 1998:1). 3. Your clients expect it and may soon start to demandit. 4. You should keep yourself updated on technological innovations that may have an impact on the theory, practice and business of planning. 5. You are already using computer technology in your daily work, and the next logical step is to connect to a network in order to share resources. The Internet will not solve all your problems, as did neither the introduction of GIS onto the planning field . And just like a GIS, the Internet is not worth any more than the data we put into it. Acknowledgements I would like to thank my thesis advisor, Professor August E. Røsnes at the Agricultural University of Norway, for his valuable assistance in the writing process; my thesis sponsor, The Norwegian Ministry of the Environment, for believing in my project; all the Norwegian planning departments which responded to my survey; and finally all the people on the Internet who contributed with their insightful comments. Wher e is the System? -A Review of Developm ents in Hardware and Softwar e» . In: Computers in Urban planning and Urban M anagement, edited by P.K Sikdar, S.L. Dhingra & KV. Krishna Rao. New Delhi: Narosa Publishing House 1998, pp. 37-49. Heikkila, lEric J. (1998): «GIS is Dead; Long Live GIS!» J ournal of the American Planning Association il(64):350-360. Jeer , Sanjay (1998): «Online Resources for Plan ners». PAS Report no. 474/475 . Washington, D.C. : Arnerican Planning Association. Klosterman, Richard E. (1998) : «Farewell to the Computer Reports». Journal of the American Planning Association 4(64):4 70-4 7 4. Kristoffersen, Øystein Ringen (1999): «Utilizing the Internet as a Means ofCommunication in Planning». Master's thesis in Land Use Planning. Department of Land Use and Landscape Planning , Agricultural University of Norway, Ås. In Norwegian. O'Mara, W. Paul (1997): «Catching Up With the Net». Planning, July 1997:20-22. Plewe, Br andon (1997): «GIS Online: Information Retrieval, Mapping, and the Internet» . Santa Fe, New Mexico: Onword Press. Ryan, Sus an M. (1996): «Downloading Democracy. Dowloading Information In an Electro nic Age». Cresskill, New Jersey: Hampton Press, Inc. Sergent, Douglas (1997): «A BriefGuide to Sources ofPlanning Information On the Internet». APA's InfoText Newsletter 5il:6. Smith, Andy, Martin Dodge and Simon Doyle (1998) : «Visual Communication In Urban Planning & Urban Design». Working paper 2. Centre for Advanced Spatial Analysis, University College London. Zinn, Frank D. & Rene Hinojosa (1994): «A Planner's Guide to the Internet» . Journal of the American Planning Association 3(60):389400. Useful Internet resources: References Batty, Michael (1998): «Digital Planning: Prep aring for a Fully Wired World». In: Computers in Urban Planning and Urban Management , edited by P.K Sikdar, S.L. Dhingra & KV. Krishna Rao. New Delhi: Narosa Publishing House 1998, pp . 13-30. Bishop, lan D. (1998): «Planning Support: KART OG PLAN 3- 99 American Planning Association - http :/ / www.planning.org / American planning Association's Information Technology Division http://www .netmart.com / imago / apa -infotech / Online Planning - http://www.plannet.co.uk/ olp/ Cyburbia- http://www.cyburbia.org / 297 Fra olje og gass til bioenergi J.Låg J. Låg: From Crude Oil and Gas to Bioenergy. KART OG PLAN, Vol 59, pp, 298-299, P.O.B. 5029, N-1432 Ås, ISSN 0047-3278 A part ofthe profit obtained from the exploitation of crude oil and gas in Norway is being us ed to build up a national petroleum foundation. On of the intentions behind the project is that future generations will gain benefit from the present consumption of natural resources. To improve methods for the production of energy, food and fodder is an important challenge. In addition to electrical energy produced on the basis of waterfalls, many other enterprises may be proved valuable. Those connected to agriculture in Norway should be seriosly interested in bioenergy problems. Comprehensive investigations are needed. Key words: Crude oil and gas. Bioenergy. Petroleum foundation. J . Låg: Professor Em ., Dr.Agric., Department of Soil and Water Sciences, Agricultural University of Norway, P.O.B. 5028, N-1432 Ås, Norway. 1. Innledning Med korte mellomrom har vi i Norge i seiner e år fått opplyst at vårt såkalte olje- eller petroleumsfond vokser raskt. I en melding i mars 1999 ble det sagt at kapitalen var litt over 170 milliarder kroner. Til jamføring kan nevnes at dette beløpet er bortimot halvparten av årets totale utgiftsbudsjett for den norske staten. Olje- og gassressursene utenfor vår kyst er riktignok store, men selvfølgelig begrensete. Det synes alt nå å bli minkende interesse for leiteboring etter olje i Nordsjøen. Ved planlegging av utvinning av disse naturressursene ble det enighet om at noe av inntektene burde settes til side slik at de kunne utnyttes av framtidige generasjoner. Det ble vedtatt å oprrette statens petroleumsfond. 2. Drøfting av fondets arbeidsmåte De bestemmende myndighetene var til å begynne med innstilt på plassering av fondsmidlene i utenlandske verdipapirer som gav god økonomisk avkastning. Ved utgangen av 1998 var det kjøpt aksjer for 40% av denne formuen i 2093 bedrifter i 21 land. En viktig hensikt med etablering av fondet var altså å sikre at noe av inntektene ved salg 298 av disse ikke-reproduserbare naturressursene skulle kunne utnyttes av kommende slektsledd. Retningslinjer for kjøp av utenlandske verdipapirer er blitt grundig drøftet, og ideer om utvidelse av økonomiske transaksjoner til flere land har vært lansert. Men eventuelle fordelaktige anvendelser på vårt fastland har vært påfallende lite diskutert. 3. Framtidige behov for energimuligheter og for mat Verdensbehovet for mat og energiråstoffer har i seinere tid vært raskt stigede. Dette har sammenheng med økende folketall og med stigende levestandard i den industrialiserte delen av verden. Men det har neppe noen gang vært så mange hungersrammede mennesker som nå. Vi må gå ut fra at det også i framtida blir intens etterspørsel etter mat og muligheter for energiproduksjon. Det er interessant å merke seg stigende aktivitet for utredning av alternativer til olje-, naturgass- og kullenergi. Særlig blir det lagt vekt på naturlig fornybare energikilder. Øket utnytting av f.eks . vannfall, vind, varmepumper for geoenergi, solstråler, havbølger og havstrømmer blir drøftet. Det er påfallende at enkelte av verdens gigantiske oljeselskaper driver med KART OG PLAN 3- 99 Fra olje og gass til bioenergi utredning om slik reproduserbar energi. Bioenergiproduksjon er en gruppe meget viktige prossesser med selvfornybart grunnlag. Personer og institusjoner med tilknytning til landbruket er sterkt interessert i slike aktviteter. I enkelte tilfeller kan det blir spørsmål om produkter fra slike selvfornyende prosesser skal planlegges brukt til mat eller til teknisk anvendelse. På noen steder er det av kornavlinger framstilt alkohol som brukes til motordrivstoff. Også for deler av plantemasser fra såkalt energiskogbruk kan forskjellige former for anvendelse komme på tale. 4. Tenkelige investeringer på det norske «fastlandet» Det burde være fornuftig å tenke grundig gjennom problemer med forsyning av energi og mat i Norge før det meste av våre olje- og gassressurser er oppbrukt. Planlegging av bruk av midler fra statens petroleumsfond til løsning av slike spørsmål skulle passe godt med idegrunnlaget for opprettelse av dette fondet. Brenning av halm og av gasser fra husdyrgjødsel og andre vannrike avfallsmasser spiller en viss rolle i energiforsyning i noen land. Generelt sett vil slike energitilføringer neppe spille noen særlig viktig rolle i Norge. Men det bør undersøkes on tekniske forbedringer kan innføres. Etter at menneskene tok til å utnytte ilden, har brenning av trevirke vært en meget viktig energifaktor. Det er grunn til å anta at interessen for bruk av ved vil stige når det blir mindre tilgang av olje og gass. I våre skoger råtner det stadig store mengder av hogstavfall og annet mindreverdig trevirke som kunne brukes som brensel. En annen virksomhet som sannsynligvis vil vokse raskt, er nyetablering av såkalt energiskogbruk. Denne aktiviteten går ut på dyrking av rasktvoksende treaktige planter for energiproduksjon. Plantene høstes i relativt ung alder. KART OG PLAN 3- 99 I mange land har det vær t i gang fo r søk og prøvedyrking til belysning av problemer med tilknytning til energiskogbruk. Vi kan i Norge ha verdifull nytte av slike undersøkelser. Særlig kan r esultater fra utredninger gjennomfør t i våre naboland være av stor interesse for oss . Men mange spørsmål bør vi selv ta opp til undersøkelse. Fordi norske naturforhold som klima og jordbunnsfaktorer varierer sterkt, er det behov for forsøk på forskjellige steder i landet. Et viktig spørsmål gjelder valg av plantearter. Rasktvoksende arter av slektene Salix og Populus har hittil fått stor oppmerksomhet. Det er i disse to planteslektene mange arter som fortjener å være med i forsøk . Dessuten kan arter i andre tre- og buskslekter fortjene å bli med i utprøvinger. Under spesielle norske fo rhold er det ellers tenkelig at dyrking av urteaktige planter kan være konkurransedyktige som energiprodusenter. Produksjon av vegetabilske oljer som motorbrensel har fått en viss oppmerksomhet. Mange biologiske og tekniske spørsmål knyttet til energiskogbruket bør utredes grundiger e. Formeringsmåter, gjødsling, kalking, høstealder, høstemåter, m .v., fortjener omfattende studier. Jordbruksarealer og andre arealer egnet for intensiv plante dyrking er forholdsvis små i Norge . Det har vært sterke ønsker om å bruke slike verdifulle naturressurser som byggegrunn (jfr. f.eks. Miljøverndepartementet 1997, Låg 1983). Den framtidige norske befolkningen vil bli sterkt avhengig av at mest mulig av disse produktive arealene blir bevart. Litteraturhenvisninger: Miljøverndepartementet, 1997: Regional planlegging og arealpolitikk. St meld nr 29 (1996-·97). 139 s. Låg, J ., 1983: Jordvern som likevel lønner seg. 128 s. Aschehougs forlag, Oslo. 299 Et nytt innsynsverktøy for kart Kai Sannes Kai Sannes: A New Tool for the Displaying and Publishing of Maps. KART OG PLAN, Vol. 59, pp. 300-302, F.O.B. 5034, N-1432 Ås, ISSN 0047-3278 The use of Adobe Acrobat and the pdfformat for maps are diseussed. The pdfformat is considered to be suitable for publishing public plans for new building areas, public development plans etc on Internet. Delivery of maps for different purposes are convenient and purehase of maps through Internet are possible Key words: Adobe Aerobat. Pdfformat. Maps on Internet. Kai Sannes, Engineer, Surveying dept., Bamble kommune, N-3970 Langesund. E-mail: <[email protected]> Med en liten innsats fra kartavdelingen kan kommunes kart legges ut på Internett. Kartene kan lages i løpet av noen timers innsats. Det står ikke lenger på tekniske problemer, men er blitt et spørsmål om vilje fra kommunens saksbehandlere og politikere. Dette er en påstand som noen mener er i drøyeste laget. Les artikkelen, prøv det ut og døm selv. Med Adobe's Acrobat Reader kan du lese alle typer kart. Det fungerer like godt med raster som det gjør med vektor. Det eneste du må ha er en datamaskin og gratisprogrammet Acrobat Reader. Dette programmet kan hentes ned på Adobe's websider, www.adobe.com. Nedlastingen av denne 5 mb store fila tar ca. 10 minutter med ISDN, og pr ogrammet er fullstendig selvinnstallerende. Pdf formatet er etter min mening det beste utvekslingsformat som fins, og er i utgangspunktet ment som et korrektur-Ieseverktøy for grafisk bransje. Situasjonen er imidlertid at dette formatet egner seg meget bra som innsynsverktøy for kart. Spesielt for vektorkart, men også for rasterkart. En kan «zoome» lynraskt til 16 gangers forstørrelse, og enkelt flytte rundt i kartet. Man kan søke på gårds-/ bruksnummer eller navn. Dette er fritekstsøk med 3 forskjellige innstillinger. Søket finner teksten og tegner lynraskt et nytt utsnitt som fremhever teksten i sentrum av utsnittet. Programmet har selvsagt full støtte for klipp og lim under Windows til andre dokumenter. Pdffiler kan foruten Acrobat Reader 300 også leses inn i Pagemaker, Corel Draw, Illustr ator m . fl. For å lage et pdf kart trenger man pr ogrammet Acrobat. ( Acrobat må ikke forveksles med Acrobat Reader som er et gratis leseprogram for Acrobat-filer.) Etter at Acrobat er installert på din PC, kan du lage pdf filer fra alle typer windowspr ogram med utskriftsmulighet. Det som skjer er å skrive til fil i stedet for å skrive til papir . Denne fila kan etterpå leses ved hjelp av ACI'obat Reader. Nyere program som Office97, Corel Draw m. fl. kan lagre eller eksportere direkte til pdf-formatet. Fordelene med kart i pdf-format Formatet komprimerer filene veldig bra og beholder målestokknøyaktighet og fargene til originalen. En pdf fil av et FKB-B kartblad (60x80 cm) i målestokk 1:1000, vil typisk være i størrelsesorden litt i overkant av 200 kilobyte. Et A4 kart i målestokk 1:1000 blir typisk på 30-50 kilobyte. Programmet er raskt og kartene nærmest spretter opp på skjermen. Dessuten er formatet blitt allmenn standard og Acrobat Reader er installert på et økende antall datamaskiner. For å illustrere bruken av pdf, kan du tenke deg at du som kommunens saksbehandler skal sende et kart til en eiendomsmegler. Hvis du br uker Pumatec, V/G, Arcwiev, AutoCad, eller tilsvarende program, KART OG PLAN 3- 99 Et nytt innsynsuerktøy for kart ,, 1-1 I '; II I , i' I1 1 .. I , / L 'j 100610 / / }- -~ ~ . - ----.. -1 [[ ) FuYfcut "'Sta" III E!l W' a IntemeU-sone ll§J i .. :;!l iJJ rI? l! ~ ~ q; 9 rf) li GI I I I 106ltlH 1061810 Il t!'!' M,,,o'oiIW"d'k"'P~··· lI u hIlPiJII.n ••, und.n. 'i 1-/: liI~~EJ'b~~~i'I 20.06 Figur 1: Her vises kartet i Internettleseren nøyaktig på samme måte som vi ser det i Norkart's V/G-innsyn. Det er Acrobat Reader som gir oss denne muligheten. Legg merke til det ekstra «plugin" som ligger i leseren. lagrer du utsnittet direkte eller indirekte til fil i pdf-format. Deretter vedlegger du denne filen i et e-post dokument, sender dette, og «vips" etter 5 - 10 sekunder ligger vektorkartet (merk! likt ditt eget) på skjermen til eiendomsmegleren. Jeg kjenner ingen andre programmer, som gjør dette i nærheten like godt som Acrobat og Acrobat Reader. Pdf-filer er plattfor muavhengige, klare til trykking og lar seg dele i lag Pdf-formatet er plattform uavhengig. Siden trykkeribedrifter gjerne bruker Macintosh og Adobe's programvar e, kan pdf-filer kjøres rett til fotosetter hos trykkeriet. Når du tegner utsnitt til pdf, er det heller ikke noe stort problem å separere høydekurver, hus, grenser o.l. i forskjellige lag ved hjelp av program som Illustrator eller Cor el Draw. Fra disse kan en om ønskelig eksportere fila videre til Autocad-format. KART OG PLAN 3- 99 Kommunale kart på Internett ved hjelp av pdf-filer Det beste med pdf-formatet er kanskje mulighetene som åpner seg med Internett. Hvis kommunens kart blir lagt ut på web i dette formatet, blir de plutselig tilgjengelige for alle med egen hjemme PC med Internett. Acrobat Reader åpner seg som et «plugin" i internettleseren, og viser kartene på en imponerende måte . Dette kaller jeg en god 24 timers service til kommunens innbyggere. Her kan kommunen legge ut reguleringsplaner, temakart, tekniske 1000-dels kart, raster-øk, informasjonskilder o.s.v. Lag en enkel kartadministrator for Internett Filer bør ikke være for store på Internett siden det tar lang tid å laste dem ned. Derfor bør kartene deles opp i flere kart, i størrelse 301 Kai Sannes på f. eks . 50x50 cm. Dette tilsvarer ca. 50-100 kilobyte og åpnes relativt raskt. For å få oversikt over kartene, kan man lage seg en enkel kartadministrator. Kartadministratoren kan være ei side i html-formatet, med et enkelt oversiktskart i rasterformat (gif eller jpg). Dette er i realiteten et bilde av kartet. Over dette bildet kan det legges et interaktivt rutenett med koblinger «linker» til de forskjellige underliggende kartene . Når man dobbeltklikker i et ønsket området i oversiktskartet, kobler det oss videre til det ønskede kartet, som straks kommer fram som en pdf-fil med utseende likt kommunens digitale kart. En annen måte å lage oversiktskart på, er å bruke vektorkart i pdf-format med samme type rutenett med koblinger. I programmet Acrobat 4.0 kan man lage «trykkfølsomme» ruter som kan peke til alle typer filer eller URL-adresser. På denne måten kan en bla seg fram og tilbake i kartutsnittene. Automatisk salg av kart Før kartet åpnes kan det legges inn ei web side med generell informasjon om nøyaktighet, siste oppdatering, merknader om usikkerhet, henvisninger, rettigheter o. s. v. Hvis det skal betales for å se på kartene kan dette ordnes på forskjellige måter. En måte er å legge inn informasjon om pris og betalingsmåte. På samme side kan det være avkrysningsruter der kunden blir bedt om å skrive inn eget navn, adresse, og e-postadresse. En trykknapp kan aktivere sendingen med personopplysningene til kommunes server samtidig som kartet åpnes. Et enkelt databaseprogram kan registrere personopplysningene, og lage fakturaer til kundene. Etter min mening bør et slikt kart ikke koste mer enn 30-40 kroner for A4 størrelse. Det beste er hvis kommunene har mulighet til å levere kartene gratis. Personlig tror jeg at dette vil øke interessen for kart, noe som igjen fører til økte kartbevilgninger. Dessuten vil det gjøre et bedre inntrykk i befolkningen, som slipper å ta fri fra jobb og reise lange veger for å få en kopi. Og ikke minst slipper vi all denne kjedelige kopieringen som tar så mye av vår arbeidstid. 302 Oppfølging og vedlikehold av websider og kart Oppmålings- og IT-avdelingene bør kunne finne en måte å løse dette på. Ved hjelp av Acrobat er det ikke noen stor jobb å lage nye oppdaterte kart. Like enkelt er det å bytte ut nye filer med gamle på Internett. Hvor ofte man bør oppdatere avhenger av endringene av kartet. Det vil sikkert være mange forskjellige meninger om dette, men selv tror jeg at det holder med tre til fire oppdateringer i året i de mest aktive områdene, mens det kanskje holder med en oppdatering annen eller tredje hvert år i andre områder. Noen vil kanskje lage en rutine ved å bytte ut samtlige kart hver andre eller fjerde måned. Man kan da lage en stor pdf-fil på 5x5 meter og deretter splitte denne i mange små med et egnet program. (Jeg er blitt fortalt at ERDAS imagine kan utføre splittingen. Dessuten er jeg veldig spent på Adobe's nye program Indesign som kommer i høst.) Internettsidene http ://www.langesund.net/ inneholder eksempel på hvordan slike kart kan fungere for en kommune. Se spesielt på de tekniske kartene 1, 2, 3 og 4. Andre muligheter med Acrobat 4.0 Acrobat 4.0 inneholder mange andre muligheter. OCR tekstgjenkjenning av skannede dokumenter er en av mulighetene (Dessverre ikke med norske tegn Æ og 0 . Svensk tegnsett er det nærmeste vi har i dag.) Omstokking av sider i brosjyrer, mulighet til å endre tekst i dokumentet, skrive gule lapper (kommentarer). Pdf-formatet takler også «hyperlinker» til alle typer filer og URL'er, f. eks. tekst eller bilder. Man kan lage miniatyrbilder og bokmerker. Man kan laste ned hele webområder og lagre disse sidene som pdf-filer og oppdage at koblingene fungerer perfekt. Acrobat 4.0 kan behandle kart opp til 5,07x5,07 meter, noe som gjør det mulig å lagre for eks . 26 km 2 1000'dels kart i en pdffil. Lagringsplass på forskjellige webservere er blitt billigere, typisk ned mot 200 kr./mnd. for 50 megabyte. Siden kostnadene er så minimale og mange kommuner kan gjøre dette selv, tror jeg det kan være meget aktuelt å teste ut «pdf og Internett» før det inngås andre dyre avtaler. Det koster jo nesten ingenting å prøve dette. KART OG PLAN 3- 99 Bokomtaler Jordbrukets kulturlandskap Sverre 0vstedal Dette er ei bok å bli glad i, den er innholdsrik, kunnskapsformidlende, vakker og pedagogisk godt tilrettelagt. Vi får formidlet kunnskap av allmenn interesse, og boka gir innsikt som er sentral i opplæring og yrke ikke minst for planleggere, forvaltere og eiendomsutformere. Boka sammenstiller, samler og populariserer resultatene fra forskningsprogrammer om jordbrukets kulturlandskap, hovedsakelig gjennomført i perioden 1991-1996. Det var omlag 20 naturvitenskapelige og 10 samfunnsvitenskapelige prosjekter. Der er 34 forfattere som presenterer resultatene og smelter disse sammen i den innsikt og kunnskap vi for tiden har om disse komplekse temaene. Jordbrukets kulturlandskap omhandler fire hoveddeler: Gjengroing i tradisjonelt drevet jordbruk; Biologisk mangfold i intensivt drevet åkerlandskap; Oppfatning og opplevelse av kulturlandskapet og Virkemidler i forvaltningen av jordbrukets kulturlandskap. Boka har to hovedredaktører, Erik Fram stad og Ing unn B. Lid og tre fagredaktører, Asbjørn Moen, Rolf A. Ims og Michael Jones. Erik Frams tad innleder og avslutter boka og fagredaktørene innleder og oppsummerer i sine bolker. Ikke minst viktig er oversikt over fag- og referanselitteratur til hver bolk. Det er et helstøpt arbeid med forord, gode illustrasjoner, vakre bilder, tre vedlegg og stikkordregister. For store deler av landet er gjengroing i inn- og utmark noe som forvandler landskapsbildet og reduserer det biologiske mangfoldet. Det er utfordringer med å berge de mest verdifulle, historiske kulturlandskapsområdene ved spesielle vernetiltak, kontraktfeste skjøtselsplaner for kulturhistorisk og artsinteressante områder og finne driftsformer for hverdagslandskapet, fra kyst til seter, for lynghei, hagemark og utmark som tidligere har vært beitet og delvis slått. Dette er store områder i vårt grisgrendte land. Hva er det som går tapt og hvordan er de alternative veiene videre? Hva vet vi og hva bør det forskes videre på? Hver undersøKART OG PLAN 3- 99 kelse bringer kunnskap til ettertanke og handling, så første del er verd et studie. Biologiske mangfold i intensivt drevet åkerlandskap er andre hovedbolk. Den angår mindre arealer, men til gjengjeld de viktigste jordbruksområdene i dagens samfunn. Det som skjer i disse landskapene, kan en kanskje i større utstrekning enn for gjengroingsområdene finne pralleller til i andre land. Mens naturen i gjengroingslandskapene holder på å ta overtaket på det tradisjonelle kulturinnslaget, er det mer brutal teknikk og menneskemanipulert innsats som har satt og setter preg på det intensivt drevne resten av garden og bygda, og landbrukspolitikken er med å markere åkerlandskapet på flatbygdene. Dyreliv og planteliv i åkerlandskapet, særlig i restbiotoper i og omkring dyrketarealet er med i det landskapsøkologiske samspillstudiet. Ugras, vann, genetisk mangfold og andre tema har sine egne artikler. For jordskifterne som med teigformer, randsoner, spredningskorridorer og grenser påvirker landskapet, kan artikkelen: Betydningen av åkerlandskapets struktur for artene, være særlig interessant. Men det er så sterk sammenheng mellom artiklene at med like stor rett kan en si at alle er like viktige. En blir ikke så fort ferdig med andre bolken. Oppfatning og opplevelse av kulturlandskapet er med seks artikler den minste hoveddelen i boka. Vi har lagt den naturvitenskapelige delen av boka på minnet og går inn i andre vitenskaper og opplevelser, ja, selve landskapsopplevelsen. Her blir belyst og framhevet at kulturlandskap ikke er et entydig begrep, og landskapet oppleves ulikt og blir av forvaltningen behandlet på forskjellige måter og ut fra ulike ståsteder. Begrep og verdisyn omtales i egen artikkel, og det samme gjelder belysningen av forvaltningens ulike avveininger ut fra landbruksproduksjon, natur-, miljø- og kulturminnevern og videre ses verdiene fra psykologisk, økonomisk og estetisk vinkling. Mangfoldet i denne enheten er så stort at biter av innholdet helst ikke burde gjengis. Likevel tas med et sitat tillandskapsplanleggeren: «Å bevare verdier som gir folk identitet i landskapet, er å finne eller skape en framtid for stedet - på dagens premisser. Å arbeide for et godt kulturlandskap kan derfor også være å sette 303 Bokomtaler spørsmålstegn ved dagens planlegging av landskapet. I forvaltningsapparatet ligger prosedyrerer som ofte skaper tankeganger der bruk står i motsetning til vern.» Kan landskapsverdier forvaltes? Det belyses og settes under debatt i denne bolken. Den siste bolken: Virkemidler i forvaltningen av jordbrukets kulturlandskap> tar opp mange aspekter på forvaltning. Målet er å opprettholde jordas produksjonsevne, motvirke forurensning og erosjon og produsere biologisk mangfold, kulturverdier, frilufts- og rekreasjonsverdier og miljøgoder i et estetisk fullverdig landskap . Her blir økonomisk arealpolitikk og ikke minst areal- og kulturlandskapstillegg gjennomgått i en allsidig kontekst. Den norske kulturlandskapspolitikken blir også sammenliknet med tilsvarende politikk i andre europeiske land. Lovgrunnlaget, kommunal planlegging, eiendomsforhold og jordskifte, er andre emner som blir holdt under lupen. Michael Jones avslutter denne delen med en oppsummering og drøfting av forvaltnings mål og styringsmuligheter for jordbruksets kulturlandskap. Etter alt dette kommer det vel med noen sammenstillinger av hele boka. Erik Fram· stad avslutter og oppsummerer med hva vi vet og hva mer vi bør vite om emnet. Og da får vi glede oss ved å bla tilbake og repetere og se fram til ny viten. Jordbrukets kulturlandskap. Forvaltning av kulturverdier. Hovedredaktører: Erik Framstad og Ingunn B. Lid. Fagredaktører: Asbjørn Moen, Rolf A. Ims og Michael Jones . Universitetsforlaget 1998, 286 s. British Planning August E. Røsnes To the Norwegian planners and academics in one or another field related to planning, emeritus professor Barry Cullingworth is a wellknown scholar through his writings on planning, planning history and planning theory from Great Britain and the USA. His latest contribution to our understanding of planning and planning behaviour is editorial. The book is a collection of investigations on Bri- 304 tish planning from the ending of World War Il to the latest years . Although not explicitly stated, the purpose ofthe book is obviously to search for a contemporary status of British physical planning after 50 years of experience. As the editor states in his preface, it is not meant to give a comprehensive coverage of all of those aspects surrounding the system for town and country planning, like comprehensive planning. It all starts when Britain, as most of the European countries, embarked on a period of reconstruction after years of recession and war. New directions were set for the immediate development of the country and for longer perspectives as well. A more ambitious framework was needed for organising planning activities and the realisation ofplans. Accordingly a new legal framework for town and country planning was formulated. In 1947 the British Town and Country Planning Act received the Royal Assent. The act was meant to be a new tool for incorporating all relevant aspects into the physical planning and the control of land use. Throughout half a century it has served as the legal basis for public interventions into the land market under shifting political regimes at any tier of government. It is still in force, however after numerous amendments. This judicial continuity is reflected in most of the subjects studied in the book both by structuring of the chapters and by specific references to legal sentences. The book contains 18 chapters including the editor's introduction and overview. Different contributors appear for each chapter. All of them are distinguished analysts or experts of planning and its policy related to particular issues. The purpose of the book is decisive for the selection of issues and composition of chapters. Since its main focus is on state-of-the-art of the planning as such - and not on planning needs or outcome - structural and functional aspects of policies and planning efforts are predominant to substantial aspects. Nevertheless, substantial concerns are well elaborated, particularly in chapters dealing with sectors and the control of development. Viewed in the context of issues addressed the composition of chapters is fairly balanced. Out of 17 chapters, 2 comprise issues connected to the planning system: The distinctive discretionary character of the British planning versus zoning, and the functioning of the KART OG PLAN 3- 99 Bokomtaler planning system in relation to a particular type of plan - the development plan. 3 chapters concentrate on regional aspects of three various categories. Although the term region is reserved only for one chapter, they all together cover three almost classical aspects of regional policies or planning: Policies relating to regional economic development, overall land use planning especially in the countryside in some of the chapters. For each chapter, except the introduction, there is a recommended list ofliterature for further reading. The book contains not less than 24 pages of references. Most of these are of course of British origin. But in general the book refiects an AngloAmerican perspective on planning. To Norwegian planners and planning academics British town and country planning has traditionally had gre at professional interest. In recent times, the spirit of the British Town and Country Planning Act was of huge inspiration when Norwegians formulated their first Planning and Building Act for the whole country in 1965. Later on, Norwegian planning has taken advantage ofthe British experience, especially in the fields of urban development, planning of new towns and urban renewal more specifically, and transport planning. All these historical relationships rooted in planning ideology make the book highly relevant for the Norwegian situation. Some of the overall challenges addressed could hypothetically with some specifications be translated directly into an evaluation of the functioning of the Norwegian planning system. It might be discussed whether the book should have included some other subjects of particular interest for the current planning situation. Of such subjects, the editor is mentioning planning for town centres, recreation and leisure, the impact of changes within retailing, and the role ofplanning implementation. True, chapters on these issues would have strengthened the professional relevance of the book, especially since they represent important aspects of the ongoing changes in the physical environment. However, I do not see their absence as any serious objection, partially because some of the existing chapters are indirectly dealing with some ofthese issues. When it comes to the methods used, both with regard to investigation and presentation, the book gives an intuitive and wellbalanced impression of what British planKART OG PLAN 3- 99 ning is about. The consistent subdivision of the investigation period into phases of policies and events makes it easy to observe dependencies and relationships between the prevailing policies for the different sectors, and how the aggregated consequences relate to the planning system. The language is kept in a precise professional style, but the text is easy to read and understand, even for readers of another mother tongue than English. The back-cover states that the book will prove invaluable to students, researchers and professionals in planning and social policy. I would go a step further. It deserves also to be read (and well understood) by politicians and officers formulating policies for planning as well as planning policies, particularly at the central tier of government. For the Norwegian professionals it gives an excellent introduction to the complicated evolution of the British town and country planning throughout the second half of the 20th century. In this respect, it mirrors also the evolution of planning, its successes and failures, and the planning system itself, in all those countries that imported elements from the British planning to master their own challenges. The authors' recommendations for further reading and the extensive documentation ofreferences introduce a gateway to research and policy reports that will inspire academics and practitioners from neighbouring countries to similar investigations in their home country. In short, the book deserves to be found in every planning professional's shelf ofbooks British Planning. 50 Years of Urban and Regional Policy, Barry Cullingworth (ed.), London, Athlone Press, 1999, xix+320 pp. Urban Planning, Regional Policy. FIG Technical Dictionary, Volume 15, New Edition August E. Røsnes A preliminary edition ofthe Technical Dictionary, Volurne 15 of the International Federation of Surveyors (FIG) was published in 1971. At then, Vol urne 15 was labelled urban planning, physical planning. Concerning the 305 Bokomtaler con tent, the re cent edition is an extended and amended version ofthe previous one. The Dictionary starts with a quite extensive introduction to the subject in all the three languages - German, English and French. Crucial for the user is the explanation of the applied methodology for intro ducing the content of the technical words. With reference to the introduction, five elements should be considered: The term which is a unit of thinking summarising the common features of individual objects identified by persons in the objects and used by these for the structuring ofthought. The expression designates the term through definitions and comprises at least one word. Definitions are to establish arelation between terms and expressions as unambiguously as possible. They identify a term by establishing a relationship to other terms. Terms might be clustered to a system of terms between which relations already exist or have been established and which thus constitute a coherent entity. The entry is the smallest independent unit in a dietionary. It is meant to document the exact association between a term and its expression. German is the language of definition. It means that the terms covered are oriented towards the situation and standards of the laws, administrative regulations and the related vocabulary in the fields of urban planning and regional policy in the Federal Republic of Germany. In this con text, English and French are additional languages. Equivalents in these two languages have been adopted where applicable. Eight components constitute the complete entry: The entry number, the language symbols, the German expression with possible synonyms, the definition ofthe term and necessary references to related terms of the Dictionary which have not been stated in the definition. Then for the English and French parts there are corresponding equivalents of the German expression. An entry with cross-reference is not defined by itself. But it is attributed a sign connecting the entered expression to the complete entry which comprises the definition of the entered term. Entries with cross-references might also for the German part include further details on the expression, and symbols for the defining authority and country of the language area. Reference entries are lis306 ted without number of entry, definitions and equivalents to specify synonyms relating to the com pl ete entries. A particular sign gives reference to the complete entry. In all, the Dictionary contains 496 entry numbers of German expressions comprising both complete entries and entries with crossreferences . Additionally, there are 44 entries of reference. For the comparison, the corresponding amounts of the 1971 edition were 383 and 43. Together with the synonyms the entries contain a much higher amount of expressions of the definition language. The entries are arranged in alphabetic order of the terms. Under each entry number there are English and French equivalents of the German expressions. In those cases no appropriate equivalent to the German expression has been found either in English or French, the Dictionary gives a short explanation in the respective language. Equivalent English and French terms are alphabetically listed in two separate indexes. The English index includes 847 different terms and the French one 933 compared to 308 and 276 respectively in the former edition. Generally, trends of globalisation lead to social interaction across borders of languages. Transnational co-operation in the fields of urban planning and regional policy generates needs for harmonising the professional terminology of the countries involved. Efforts taken by the European Union to establish transnational co-operation in the fields of spatial planning represent a propulsive force in this process. The initiatives of the International Federation of Surveyors to edit and update technical dictionaries com prising three of the largest European languages show in this context a serious interest to enhance the professional interaction across borders of languages. Institutionally, it represents a positive response to the efforts taken by the political authorities. However, translating technical terms relating to planning and policies from one language to another is a demanding task. The technical terms within of a professionallanguage are not just «technicah. The terminology is embedded in culture, history and constitutional arrangements that diverge between various language are as or might be more or less unique for each country. English, French and German languages have their KART OG PLAN 3- 99 Bokomtaler core are as within countries where the legalconstitutional and administrative systems are of different origins and evolved under separate national principles. To give examples in a few words, the British legal system has with certain exceptions from Scotland gradually been developed from the tradition of the English Common Law. And administratively, the local authorities are regarded as agents for carrying out policies and regulations of the central government. In France, the legal system is underpinned by the codification of abstract principles according to the Napoleonic style of law, while her Ioc al administration is influenced by the southern European catholic tradition consisting of a more diversified structure of authorities. German law is usually looked up on as a descendant of the Napoleonic one. But the political history of this country, the strong influence of concepts of Roman law, together with the distinct style of formulating the code, contribute to a law system that is different from those in the two other countries. Basic laws and constitutional principles that are federal rule the administrative powers of different tiers of government. Such differences between countries will with necessity contribute to dissimilarities in the content of technical terms. The same applies when terms invented by international institutions are being translated for national use. Additionally, spatial terminology - either relating to physical planning or regional policies is levelled in a hierarchic system of terms. Some terms might only be possible to explain by decomposing into terms of lower leveIs, which are covered by these more abstract forms. Normally, dictionaries comprising two or more languages will not introduce the user to national or cultural distinctiveness of these kinds. Therefore, it is up to the us er to inquire into all the specialities that constitute a valid interpretation of a term. This does not mean that technical dictionaries as the actual one generally are of lesser value, or only recommendable for highly skilled users. Supposedly, only a limited part of the terms defined will be of questionable character reIa ting to the particular culture, history and legal arrangements of each country. These terms will usually be formulated as abstractions that will attract the professional awareness of the observant reader and hopefully stimulate to further investigations. In the Dictionary, the English and French equivalents of the German expressions are miss ing correspondingly in only 12 and 2 of the 496 entry numbers. Terms referring to material objects are easier to both to translate and understand. The Dictionary will be a valuable tool for all professionals struggling with English, French or German equivalents of technical terms in urban planning and regional policy. Further extensions and updating are welcomed. It might be asked whether future revisions should be limited to the three existing languages or another world language should be included, for instance Spanish. Technical Dictionary. Terms and Definitions as used in Surveying and Mapping in Germany with Equivalent Technical Terms in English and French. Volume 15: Urban Planning, Regional Policy, Prof. Dr. -Ing. H. Seeger, Frankfurt am Main, Bundesamt fUr Kartographie und Geodasie, 1998, 194 pp. Landmåling Industri måling Digital kartlegging Mengdeberegning , Ledningsregistrering Teknisk databehandling GPS satelittmåling Kurs og opplæring Oslo: Kjølberggata 27, telefon 22 67 04 06, faks 22 67 07 46 Trondheim. Hoeggveien 66, telefon 73 96 75 75, faks 73 96 75 76 Email [email protected]: [email protected] KART OG PLAN 3- 99 307 Personalia Jon Eivind Utby, Hasselveien 4, Ottestad, fylte 60 år 5. juli 1999. Utby er jordskiftekandidat fra NLH (1965), og arbeidet med kommunal oppmåling i Oslo og Stange kommuner, 1965-1987 og ved Hedmark og Sør-0sterdal jordskifterett, Jon Eivind Utby 1987-1993. Fra 1993 har Utby vært overingeniør ved Eidsivating jordskifteoverrett på Gjøvik, der han fortsatt arbeider, nå som senioringeniør. Utbyadministrerer også saker som dommer i ankeinstansen. Utby er en grundig og samvittighetsfull jordskifter som holder seg meget godt oppdatert faglig. Han er en god kollega, omgjengelig, har godt humør og gir et verdifullt bidrag til det gode arbeidsmiljø som finnes ved dømekontoret. Dagen ble feiret sammen med en stor familie. Vi ønsker Jon Eivind Utby til lykke med milepælen og med de kommende år. Dag Juvkam Åge Engelien (60), cand.agric. NLH, jordskifte, 1966, er av Landbruksdepartementet midlertidig beskikket som fylkesjordskiftesjef i Hedmark fram til 31.12.2000. Eilev Gunleiksrud (27), cand.agric. NLH, planfag 1999, er tilsatt i Gulating jordskifteoverrett, Førde. Halvor Holvik (38), cand.agric. NLH, jordskifte 1987, er tilsatt i firma Norgeodesi as, Bærum. Lars Håvard Verkland (28), cand.agric. NLH, planfag 1999, er tilsatt i Jordskifteverket, Molde. Notis Geodata-standarden Geodata-standarden er nå godkjent av Standardiseringsringen i Statens kartverk og er dermed klar for utgivelse på Kartverkets Standardiserings-CD i høst. Arbeidet med Geodata-standarden har pågått siden 1992, da arbeidet med revisjon av Kartnormen startet. Den ble opprinnelig kalt Geodata-normen og besto aven generell del samt seks fagdeler. I fjor ble arbeidet med standarden omorganisert, referansegruppa ble nedlagt og den generelle delen av Geodata-normen fikk navnet «Kvalitetssikring av oppmåling, kartlegging og geodata» (kortform Geodata-standarden). Etter høring i fjor har Geodata-standarden blitt bearbeidet videre av ei arbeidsgruppe hvor 0ystein Andersen, Kjell Berge, Rolf Bakken og Karsten Lien har vært de sentrale aktørene . Arbeidet i arbeidsgruppa ble avsluttet i august. Hensikten med Geodata-standarden er å spesifisere og sikre kvalitet og dermed legge 308 til rette for bruk, vedlikehold og forvaltning av den samfunnsmessige ressursen som geodata representerer. Standarden angir hvordan kvaliteten til geodata og geodatatjenester skal beskrives og rapporteres . Standarden kan brukes til å beskrive hvor godt et produkt tilfredsstiller kvalitetskravene i en produktspesifikasjon og til å vurdere om et produkt har tilstrekkelig kvalitet til en aktuell anvendelse. Standarden kan også benyttes til å beskrive generelle kvalitetsbehov. De konkrete kvalitetskravene finner man imidlertid i de andre standardene som bygger på prinsippene i Geodata-standarden. Geodata-standarden omhandler stedfestet informasjon som brukes til offentlige og private formål. Standarden legger vekt på kvalitetssikring av målinger, beregninger, tjenester og produkter; herunder krav til styringssystem, faglig kompetanse, kontrollvirksomhet og dokumentasjon. Karstein Lien, Statens Kartverk KART OG PLAN 3- 99 Gulla .. T/;ronc N,ei1en cemOflsJrcrcr delo prog/ommet Jom 9f~1 dl·! mv/'g ti btUflgfl{' eg O/fwl pa pc on!en dcr ARISTO SuperPlanimeteJr http://www.aristo.de '-,., Trykk på dette ikonet / ' og last ned demo. skjenn versjon CII ~'oll{i9 Norsk programvare SuperPlanimeter med kombimus - enormt mye bedre enn vanlig planimeter. Bord- eller terrengkoordinater - Avstand - Sum avstander -- Arealer (+/-). Har teksting, zoom, utskrift i ønsket målestokk, arealsøk, temafarger, og forskjellige strektyper. Tall og grafikk overføres via Windows klippebord til andre program som Excel, Word m.fl. Pris, inkl. digitaliseringsbrett, fra kr. 3.940,- + mva. Nokken, 1929 Auli. Tlf. 88 00 5125, fax 63 90 56 66 E-post: firmapost @geosystem-as.com PENTAX" ___~___;;........._ ~ isplay Velkommen til oss i Pilestredet 75c ~unJer5en ti. JpkerL - - - INSTRUMENTER AlS - - Pos,tboks 5876 Majorstua, 0308 OSLO Pilestredet 75(, 0354 Oslo Tlf: 22 60 38 65 Fax: n 46 73 38 KART OG PLAN 3- 99 309 __ \ ~_. :::-::::=~ Bloms Oppmåling AS Contact us about surveying Land Surveying Alignment Surveying Harbour Mapping Cad astral Surveying GPS Measurements Cable/pipe route Surveying Dimensional Control GPS-rental Terrain Modelling Program Development Special Assignments Environmental Surveying Stavanger Tel. +47 51 70 85 00 Fax +47 51 70 85 01 Oslo +4722309600 +4722309699 Bergen +47 55 59 67 60 +4755596799 Mail blom @blom.no The national supplier and manager of geographie information Norwegian Mapping Authority (NMA) establish, update and manage the national geodata infrastructure - «Norway digital» eprimary dataseries for land and sea areas emodem electronic charts along the coast ea national area- and resourceinformation system ea national property information system ea national dGPS-service for positioning with an accuracy of a few centimetres ean electronic service to manage and distribute data NMA makes data and products from «Norway digitab) avai/able for private and public customers www.statkart.no 310 = NORWEGIAN MAPPING AUTHORITY KART O G P LAN 3- 99 THE ATHLONE P BRITISH PLANNING INTRODUCING PLANNING 50 Years of Urban and Regional Change EDITION III CLARA GREED Edited by BARRY CULLlNGWORTH Presents a comprehensive review of British Planning and Policy. Bringing together the country's leading analysts of planning and planning issues, British Planning is a state of the art review and analysis which will prove invaluable to students, researchers and professionals. 048500612 X PB f:16.99 PB August 2000 240 pp 100 BIWs & 50 line Contents Introduction; Housing; Discretion in Planning Versus Zoning; The Planning System and the Development Plan; Compensation and Betterment; The Reg iona l Dimension; Countryside Planning; Preservation, Conservation and Heritage; British Planning in Its European Context; Design ; The Chang ing Role of the Courts; Urban Social Policy; Public Participation in Planning; Transport Plann in g; New Towns; Public-Private Partnership; Environmental Planning; An American Perspective on UK Planning; Postscript Contributors Paul Balchin, Philip Booth, David Cal lies, Lyn Davies, Malcolm Grant, Peter Hall , lan Hodge, Peter Larkham, Vincent Nadin, John Punter, Michael Purdue, Brian Robson, Yvonne Rydin, Paul Truelove, Urlan Wannop, Stephen Ward, Christopher Wood. PLANNING AND THE POLITICAL MARKET Public Choice and the Politics of Government Failure MARK PENNINGTON 0485004062 HB f:47.50 048500606 5 PB f:17.99 June 2000 256 pp THE ATHLONE PRESS 1 PARK DRIVE LONDON NW11 7SG Tel: + 44 0181 4580888 Fax:+4401812018115 ath lonepress @btinternet.com 0485004046 HB f:47.50 0485006049 PB f:16.99 April 1999 392 pp 42 BIWs & 18 figures SKANNIN(; og VEKTORISERING av tegninger og kart Vi gir del~; Storformat skanning opp til AO-forlenget Skanning av kart (rissefolier) Storformat fargeskanning Rask lev.~ring! Konkurransedyktige priser! Best resultat ved vektorisering! CAD SYSTEM C ENTER AS N ils Hansens vei 20, 0667 O slo Tel. 22 72 20 48, FAX. 22 72 20 54 KART OG PLAN 3- 99 311 @NLH TINGSRETI FOR LANDMÅLERE Seksjon for etter- 10 vekttalls videreutdanningskurs og videreutdanning Boks 5090 1432 As ~oen ?\o.ss er \9~en\ K urset består av seks kurssamlinger, to samlinger hvert halvår. Første samling den 14. - 16. januar 2000 på Quality Park Hotel, Kolbotn. Målgruppe Tlf 64947560 Faks 64947440 [email protected] Kurset retter seg primært mot landmålere som allerede arbeider innenfor delingslovens virkefelt både kommunalt, privat eller i statlige etater, eller som ønsker å kvalifisere seg i denne retningen. Formål Målet med kurset er å gi nødvendig kunnskap til å håndtere de mest ordinære og oftest forekommende sakene, samt å kunne vite når det er nødvendig å innhente spesialkompetanse. Kurset skal gi innsikt i både offentligrettslige og privatrettslige lover og regler. Kursavgift kr 2S 000,-. Kurset gis av Institutt for landskapsplanlegging. PÅMELDINGSFRIST 29. OKTOBER 1999 For nærmere infor mas jon k ontakt: SEVU - NLH · Boks 5090 • 1432 As • tlf 649475 60 • faks 64 94 74 40 e-mail: [email protected] • http://www.nlh.no/sevu-nlh/frameset.htm Eksamensrettet etterutdanning ved NTNU Geografisk info r masjonsbehand ling Dell: 13.-1 7. desember 1999 · Del 2: 10.-14.januar 1920 Geografiske informasjonssystemer (GIS) framstår i dag som et resultat aven teknologisk utvikling innen flere fagområder. Pådrivere til denne utviklingen finner vi i miljøer innen digital kartografi, grafisk databehandling, multimedia og databasesystemer. Ajourførte kunnskaper i de nye metodene er avgjørende for å kunne utnytte mulighetene til den moderne GIS-teknologien. Planlegging i bye r og tettsted e r - strat egie r og re d skaper fo r beva r ing og utvikling Del I: I. -3. november 1999 Trondheim · Del 2: 29. november-I. desember 1999 Trondheim Framtidas tettstedsplanlegging vil i stor grad gå ut på forbedring og utvikling i eksisterende bolig- og byområder. Bærekraftig utvikling vil kreve andre tilnærmingsmåter, strategier og løsninger enn den tradisjonelle planlegginga. Kurset vil ta opp ulike strategier og redskaper for planlegging og gjennomføring. Det blir lagt vekt på eksempler. NTN U For ytte r ligere informasjon ko nt a kt o ss på telefon: 73 59 52 66 • fax: 73 59 51 50 e-post: [email protected] • http://wvvvv.ntnu.no/sevu 312 III KART OG PLAN 3- 99 \ BANEHEIA J 3. Stampe Galgebel m~ ~~=:::==~\ Blegerøya &6v,fL K!erregårdsbukta C-BLAD Universitetsforlaget, kundeservice Postboks 2959 Tøyen, 0608 Oslo • SURVEYING MAPPING AND REMOTE SENSING • TRANSPORTATION AND ENVIRONMENT • INFORMATION TECHNOLOGV • VISUAL COMMUNICATIQN • PUBLISHING http'//www fw no , " AS, TRONDHEIM Fjellanger W;derøe Int call. +47 73 8967 DO, Telefax +4773 OSLO FJellanger Widerøe AS, PO Box _ Intcall +476758 7000 Telefax +4767 005 Trondheim, Norway 96701 90, 1330 Fornebu, Norway 87001