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210 changes: 210 additions & 0 deletions _rmd/2020-06-15-s2.Rmd
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---
title: "In r-spatial, the Earth is no longer flat"
author: "Edzer Pebesma, Dewey Dunnington"
date: "Jun 17, 2020"
comments: false
layout: post
categories: r
---

<script src="https://cdnjs.cloudflare.com/ajax/libs/mathjax/2.7.0/MathJax.js?config=TeX-AMS-MML_HTMLorMML" type="text/javascript"></script>

TOC

[DOWNLOADHERE]

Summary: Package `sf` is undergoing a major change: all operations
on geographical coordinates (degrees longitude, latitude) will
use the s2 package, which interfaces the S2 geometry library for
spherical geometry.

# `sf` up to 0.9-x uses mostly a flat Earth model

```{r setup, include=FALSE}
knitr::opts_chunk$set(echo = TRUE)
```

Suppose you work with package `sf`, have loaded some data

```{r}
library(sf)
nc = read_sf(system.file("gpkg/nc.gpkg", package="sf"))
```
then chances are large that after running e.g.
```{r eval=FALSE}
i = st_intersects(nc)
```
you've run into the following message
```
## although coordinates are longitude/latitude, st_intersects assumes that they are planar
```

It indicates that

* your data are in geographical coordinates, degrees longitude/latitude indicating a position on the globe, and
* you are carrying out an operation that assumes these data lie in a flat plane, where one degree longitude equals one degree latitude, irrespective where you are on the world

This means that your data are assumed _implicitly_ to be projected to the [equirectangular projection](https://en.wikipedia.org/wiki/Equirectangular_projection), looking like this:

```{r}
library(rnaturalearth)
ne <- countries110 %>%
st_as_sf() %>%
st_geometry()
plot(ne, axes = TRUE)
```

A number of operations in `sf` _were_ actually carried out using ellipsoidal geometries, these included

* computing the area of polygons, which used `lwgeom::st_geod_area`
* computing length of lines, which used `lwgeom::st_geod_length`
* computing distance between features, which used `lwgeom::st_geod_distance`, and
* segmentizing lines along great circles, which used `lwgeom::st_geod_segmentize`

but for all other operations, despite the degree symbols, everything happens just as if they were in the equivalent equirectangular projection:

```{r}
st_transform(ne, "+proj=eqc") %>%
plot(axes = TRUE)
```

As an example, consider the polygon from `POLYGON((-150 -65, 0 -62, 120 -78, -150 -65))`,
drawn as a line in this projection
```{r echo=FALSE}
p = st_as_sfc("POLYGON((-150 -65, 0 -62, 120 -78, -150 -65))")
pl = st_segmentize(p, .5)
plot(ne, axes = TRUE, reset = FALSE)
plot(pl, lwd = 2, col = 'red', add = TRUE)
```

corresponds to this polygon when drawn in a stereographic polar projection:
```{r echo=FALSE}
ne2 = ne
st_crs(ne2) = NA
ne2 = st_intersection(ne2, st_as_sfc(st_bbox(c(xmin=-180,xmax=180,ymin=-90,ymax=-55))))
pl2 = st_set_crs(pl, 4326) %>% st_transform(3031)
plot(st_transform(st_set_crs(st_as_sf(ne2), 4326), 3031), reset = FALSE, extent = pl2)
plot(pl2, add = TRUE, col = 'red', lwd = 2)
```

and does not include the South Pole:
```{r}
pol = st_as_sfc("POLYGON((-150 -65, 0 -62, 120 -78, -150 -65))")
pole = st_as_sfc("POINT(0 -90)")
st_contains(pol, pole)
```
(with sf 0.9-x, setting `crs` to 4326 will have no effect other
than printing the familiar warning message)

The functions in `sf` up to 0.9-x that assume a flat Earth include:

* all binary predicates (`intersects`, `touches`, `covers`, `contains`, `equals`, `equals_exact`, `relate`, ...)
* all geometry generating operators (`centroid`, `intersection`, `union`, `difference`, `sym_difference`)
* `st_sample`
* nearest functions: `nearest_point`, `nearest_feature`
* functions or methods using these: `st_filter`, `st_join`, `agreggate`, `[`, ...

In addition to this, a number of ugly "hacks" needed to make things work include:

* polygons and lines crossing the antimeridian (longitude +/- 180) had to be cut in two, using `sf::st_wrap_dateline`
* polygons containing e.g. the South Pole needed to pass through (-180,-90) and (180,90)
* raster data with longitude ranging from 0 to 360 could not be properly combined with -180,180 data
* for orthographic projections (Earth seen from space, or "spinning globes"), selecting countries on the "visible" half of the Earth was [very ugly](https://github.com/r-spatial/sf/blob/master/demo/twitter.R)

# `sf` 1.0: Goodbye flat Earth, welcome S2 spherical geometry

From version 1.0 on, wherever possible, when
handling geographic coordinates package `sf` uses the [S2
geometry](https://s2geometry.io) library for spatial operations. This
library was written by Google, and empowers critical parts of Google
Earth, Google Maps, Google Earth Engine and Google Bigquery GIS.
The [s2 R package](https://r-spatial.github.io/s2/) is a complete
rewrite of the original s2 package by Ege Rubak (still on CRAN),
mostly done by Dewey Dunnington and Edzer Pebesma.

S2 geometry assumes that straight lines between points on the globe
are not formed by straight lines in the equirectangular projection,
but by great circles: the shortest path over the sphere.
For the polygon above this would give:
```{r echo=FALSE}
p = st_as_sfc("POLYGON((-150 -65, 0 -62, 120 -78, -150 -65))", crs = 4326)
pl = st_segmentize(p, units::set_units(10, km))
pl3 = st_transform(pl, 3031)
plot(st_transform(st_set_crs(st_as_sf(ne2), 4326), 3031), reset = FALSE, extent = pl2)
plot(pl2, add = TRUE, col = '#00880088', lwd = 2)
plot(pl3, add = TRUE, col = 'red', lwd = 2)
```

where the light green polygon is the "straight line polygon" in equirectangular.
Based on the great circle lines, this polygon now contains the South Pole:
```{r}
pol = st_as_sfc("POLYGON((-150 -65, 0 -62, 120 -78, -150 -65))", crs = 4326)
pole = st_as_sfc("POINT(0 -90)", crs = 4326)
st_contains(pol, pole)
```

# Where did the ellipsoid go?

Although we know that an ellipsoid better approximates the Earths'
shape, computations done with `s2` are all on a spere. The
ellipsoidal functions in package `lwgeom` (`lwgeom::st_geod_area`,
`lwgeom::st_geod_length`, `lwgeom::st_geod_distance`, and
`lwgeom::st_geod_segmentize`) can, for now, still be called when
setting argument `use_lwgeom=TRUE` to `sf::st_area()` etc., but
in order to reduce the complexity of maintaining dependencies of
package `sf` this will most likely be deprecated, in which case
users will have to call these functions directly when needed.

The difference between ellipsoidal and spherical computations is
roughly up to 0.5%; here, for areas it is
```{r}
units::set_units(1) - mean(st_area(nc) / st_area(nc, use_lwgeom = TRUE)) # difference to ellipsoidal
```
In calls to `s2` measures, the radius of the Earth can be specified:
```{r}
st_area(nc[1,]) # default radius: 6371010 m
st_area(nc[1,], radius = units::set_units(1, m)) # unit sphere
```

# Where did my equirectangular logic go?

You can always get back the old behaviour by projecting your
geographic coordinates to the equirectangular projection, and
working from there, e.g. by

```{r}
nc = st_transform(nc, "+proj=eqc")
```

# How to test this?

The `s2` package can be installed by

```{r eval=FALSE}
remotes::install_github("r-spatial/s2")
```

For `sf` support, you now need to install the `s2` branch:

```{r eval=FALSE}
remotes::install_github("r-spatial/sf", ref = "s2")
```

Please report back any experiences!

# What is next?

This is all part of the R-global R Consortium
ISC project, the proposal of which can be found
[here](https://github.com/r-spatial/global/blob/master/proposal/isc-proposal.pdf).
Actually using the S2 library is new to us, and we still need to learn much more about

* how to use the S2 library effectively
* what is faster, what is slower than e.g. GEOS, and why
* how to effectively use the S2 indexing structures

In follow-up blog posts we will elaborate on

* differences between geometrical operations in the flat plane and on the sphere
* special features of the S2 library: S2Cells, S2Caps, the full polygon, the virtues of half-open polygons, ...
* how all this can be beneficial e.g. with handling raster data
2 changes: 1 addition & 1 deletion _rmd/makefile
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NAME = 2020-03-17-wkt
NAME = 2020-06-15-s2

all:
vi $(NAME).Rmd
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