Module 2: Titles, Technical Descriptions, and Record Research

Learning Objectives

  • Extract survey-relevant information from titles, technical descriptions, approved plans, and cadastral or adjoining records.
  • Convert bearings and distances into coordinates and independently check parcel closure and area.
  • Detect inconsistencies among parcel identifiers, technical descriptions, plans, and computed geometry.
  • Build a research trail that records the source, revision, and reliability of each survey record.
  • Prepare an expected field geometry and monument-search plan without treating the office plot as predetermined ground truth.

Technical Description

A technical description is the ordered written description of a parcel boundary using its point of beginning or reference relationship and successive boundary courses, commonly expressed through bearings or directions and distances together with parcel identification and area information.

Approved Survey Plan

An approved survey plan is an official survey record accepted by the competent approving authority for the applicable land-survey transaction. It documents approved survey geometry and should be reconciled with the current title, technical description, plan approval and registration status, and any later approved survey or correction records. Approval alone does not prove that a proposed transaction was registered or resolve a conflict among parcel records.

Read Parcel Identity Before Geometry

Before plotting courses, confirm the identifiers that tell you which parcel the geometry belongs to:

  • OCT/TCT or other record reference;
  • lot and block number when applicable;
  • survey or plan number;
  • location;
  • stated area;
  • point-of-beginning or tie information;
  • adjoining lots or boundary references;
  • plan approval and survey information;
  • annotations that materially affect interpretation.

A beautifully closing polygon is still the wrong survey if it belongs to the wrong lot or plan.

Survey Record Consistency Review

Review title and survey records before relying on a plotted parcel. Identify the parcel, extract its geometry, independently compute it, and then decide whether the records are ready for field use.

Survey Record Consistency ReviewReview title and survey records before relying on a plotted parcel. Identify the parcel, extract its geometry, independently compute it, and then decide whether the records are ready for field use.. Collect title, technical description, approved plan, and available adjoining records → Extract parcel identifiers, bearings, distances, tie/reference data, area, and approval information; Extract parcel identifiers, bearings, distances, tie/reference data, area, and approval information → Plot and independently compute the parcel; Plot and independently compute the parcel → Do title, technical description, plan, and computations materially agree?; Do title, technical description, plan, and computations materially agree? — Yes → Prepare expected field geometry and reconnaissance search plan; Do title, technical description, plan, and computations materially agree? — No → Return to authoritative records and resolve or document discrepancies; Return to authoritative records and resolve or document discrepancies → Collect title, technical description, approved plan, and available adjoining records; Prepare expected field geometry and reconnaissance search plan → Release verified pre-field records package

Collect title, technical description, approved plan, and available adjoining records → Extract parcel identifiers, bearings, distances, tie/reference data, area, and approval information; Extract parcel identifiers, bearings, distances, tie/reference data, area, and approval information → Plot and independently compute the parcel; Plot and independently compute the parcel → Do title, technical description, plan, and computations materially agree?; Do title, technical description, plan, and computations materially agree? — Yes → Prepare expected field geometry and reconnaissance search plan; Do title, technical description, plan, and computations materially agree? — No → Return to authoritative records and resolve or document discrepancies; Return to authoritative records and resolve or document discrepancies → Collect title, technical description, approved plan, and available adjoining records; Prepare expected field geometry and reconnaissance search plan → Release verified pre-field records package

  • Collect title, technical description, approved plan, and available adjoining records: terminator
  • Extract parcel identifiers, bearings, distances, tie/reference data, area, and approval information: process
  • Plot and independently compute the parcel: process
  • Do title, technical description, plan, and computations materially agree?: decision
  • Prepare expected field geometry and reconnaissance search plan: process
  • Return to authoritative records and resolve or document discrepancies: process
  • Release verified pre-field records package: terminator

Technical Description Plotting

For a boundary course with length LL and azimuth AA measured clockwise from north, one common coordinate form is:

Coordinate Increments from Azimuth and Distance

Computes northing and easting changes for a boundary course in a north-referenced coordinate system.

ΔN=Lcos⁡A,ΔE=Lsin⁡A\begin{aligned} \Delta N &= L \cos A, \\ \Delta E &= L \sin A \end{aligned}

Variables

SymbolDescriptionUnit
ΔN\Delta NNorthing increment for the coursem
ΔE\Delta EEasting increment for the coursem
LLHorizontal course lengthm
AACourse azimuth measured clockwise from northdegrees

Quadrant Bearing to Azimuth Conversion

Convert a quadrant bearing to azimuth measured clockwise from north before computing coordinate increments.

NθE⟶A=θSθE⟶A=180∘−θSθW⟶A=180∘+θNθW⟶A=360∘−θ\begin{aligned} \mathrm{N}\theta\mathrm{E} &\longrightarrow A=\theta \\ \mathrm{S}\theta\mathrm{E} &\longrightarrow A=180^\circ-\theta \\ \mathrm{S}\theta\mathrm{W} &\longrightarrow A=180^\circ+\theta \\ \mathrm{N}\theta\mathrm{W} &\longrightarrow A=360^\circ-\theta \end{aligned}

Variables

SymbolDescriptionUnit
AAAzimuth measured clockwise from northdegrees
θ\thetaAcute angle in the source quadrant bearingdegrees

Preserve the Source Bearing

Keep the original record bearing in the audit trail even when the working computation uses azimuths. Normalize notation only in a separate, traceable computation layer.

Record-to-Plot Chain

Each transformation should remain traceable back to the authoritative source.

The record chain shows where transcription errors can enter before the parcel reaches CAD or a coordinate table.

Title / parcel identity
Technical description
Approved plan
Bearing and distance table
Coordinate plot and checks

Linear Misclosure

Measures the resultant coordinate closure error of a closed parcel or traverse.

e=(∑ΔN)2+(∑ΔE)2e = \sqrt{\left(\sum \Delta N\right)^2+\left(\sum \Delta E\right)^2}

Variables

SymbolDescriptionUnit
eeLinear misclosurem
∑ΔN\sum \Delta NSum of northing incrementsm
∑ΔE\sum \Delta ESum of easting incrementsm

Coordinate Area

Computes polygon area from ordered corner coordinates.

Ap=12∣∑i=1n(EiNi+1−Ei+1Ni)∣A_p = \frac{1}{2}\left|\sum_{i=1}^{n}\left(E_iN_{i+1}-E_{i+1}N_i\right)\right|

Variables

SymbolDescriptionUnit
ApA_pParcel aream²
EiE_iEasting of corner im
NiN_iNorthing of corner im
Ei+1E_{i+1}Easting of the next corner; when i=n, use corner 1 to close the polygonm
Ni+1N_{i+1}Northing of the next corner; when i=n, use corner 1 to close the polygonm
iiCurrent corner index in the ordered polygon sequence-
nnNumber of parcel corners-

What to Check Before Accepting a Plot

Check more than mathematical closure:

  • corner sequence and direction of traverse;
  • quadrant and azimuth conversion;
  • bearing degrees, minutes, and seconds;
  • transposed or omitted distances;
  • duplicated boundary calls;
  • correct tie or reference point;
  • computed area versus stated area;
  • agreement of plotted geometry with the approved plan;
  • common-line consistency with adjoining records when relevant;
  • coordinate/reference system information where coordinates are supplied.

A closing description can still contain a systematic or copied error.

Technical Description Reconstruction and Check Procedure

  1. Preserve the source calls exactly. Keep the original bearings, distances, point-of-beginning information, and parcel identifiers in a traceable source table.
  2. Normalize notation without changing meaning. Convert bearings, azimuths, units, and angular notation only in a working computation layer; never overwrite the source record.
  3. Compute each course independently. Apply the selected azimuth convention consistently and carry sufficient internal precision for northing and easting increments.
  4. Check closure and area. Compute coordinate misclosure and polygon area, but treat both as diagnostics rather than proof that every source call is correct.
  5. Compare the approved geometry. Check course sequence, plan shape, adjoining/common-line relationships, and any supplied coordinates or ties.
  6. Investigate discrepancies at the source. Recheck transcription, parcel identity, reference system, plan revision, and authoritative records before adopting a correction.
  7. Issue a field-search package. Mark expected positions as search guidance and list the unresolved questions the field team must test.
Record Extraction Grid

Core fields to capture before accepting a parcel as field-ready.

The extraction grid is a compact office checklist of the fields that must stay linked to their sources.

Lot / block / survey identifiers
Point of beginning and tie data
Bearings and distances
Stated area
Adjoining parcels
Plan approval / reference system

Record Discrepancies

Examples requiring investigation include:

  • title and approved plan show different distances;
  • plan area and coordinate area materially disagree;
  • a course is missing or duplicated;
  • a lot number or survey number differs among records;
  • the plotted polygon closes only after assuming a typographical correction;
  • supplied coordinates use an unknown or incompatible reference system;
  • adjoining approved records imply incompatible common-line geometry.

Do not silently edit an authoritative record to make it fit. Record the discrepancy, locate the controlling source, and document any justified interpretation.

Record Agreement Versus Discrepancy

The same plotting task produces different next actions depending on record consistency.

Agreement supports field planning; disagreement triggers research rather than a hidden office correction.

Field-Ready Indicators
  • Identifiers agree
  • Courses close as recorded
  • Area is consistent
  • Plan geometry matches the description
Research Triggers
  • Identifiers conflict
  • Unexplained misclosure
  • Area mismatch
  • Plan and description diverge

Research Trail

For each significant record, retain:

  • source agency or custodian;
  • document title/type and identifying number;
  • date obtained and available revision/approval information;
  • whether it is an original, certified, official copy, client copy, or prior survey work product;
  • the specific data extracted from it;
  • known limitations, missing pages, or inconsistencies.

This transforms record research from a pile of files into a reproducible survey basis.

Research and Verification Loop

A discrepancy sends the surveyor back to the source record, computation, or adjoining evidence.

The research loop continues until the surveyor can explain unresolved discrepancies rather than simply hide them.

Verified pre-field records package
Collect
Extract
Plot
Compare
Research discrepancy
↺ repeat when checks fail

Do Not Correct Records Silently

A typographical error may be obvious mathematically yet still require confirmation from an authoritative survey record. Keep the original call, the proposed interpretation, the basis for that interpretation, and the effect on closure or area traceable.

Key Takeaways
  • Confirm parcel identity before computing geometry.
  • Preserve the original technical description while using consistent bearing/azimuth conventions for calculations.
  • Closure and area checks detect problems but do not prove that every record call is correct.
  • Record discrepancies should trigger source research and documented reconciliation.
  • The office plot defines where to search and what to test in the field; it should not predetermine the boundary conclusion.

References