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Document & Publish Your Workflow: R Markdown & knitr

This tutorial we will work with the knitr and rmarkdown packages within RStudio to learn how to effectively and efficiently document and publish our workflows online.

Learning Objectives

At the end of this activity, you will be able to:

  • Explain why documenting and publishing one's code is important.
  • Describe two tools that enable ease of publishing code & output: R Markdown and the knitr package.

Documentation Is Important

As we read in the Reproducible Science overview, the four facets of reproducible science are:

  • Documentation
  • Organization,
  • Automation and
  • Dissemination.

This week we will learn about the R Markdown file format (and R package) which can be used with the knitr package to document and publish (disseminate) your code and code output.

View Slideshow: Share, Publish & Archive - from the Reproducible Science Curriculum

The Tools We Will Use

R Markdown

“R Markdown is an authoring format that enables easy creation of dynamic documents, presentations, and reports from R. It combines the core syntax of markdown (an easy to write plain text format) with embedded R code chunks that are run so their output can be included in the final document. R Markdown documents are fully reproducible (they can be automatically regenerated whenever underlying R code or data changes)." -- RStudio documentation.

We use markdown syntax in R Markdown (.rmd) files to document workflows and to share data processing, analysis and visualization outputs. We can also use it to create documents that combine R code, output and text.

**Data Tip:** Most of the NEON Data Skills educational resources on this site are built using R Markdown files.

Why R Markdown?

There are many advantages to using R Markdown in your work:

  • Human readable syntax.
  • Simple syntax - it can be learned quickly.
  • All components of your work are clearly documented. You don't have to remember what steps, assumptions, tests were used.
  • You can easily extend or refine analyses by modifying existing or adding new code blocks.
  • Analysis results can be disseminated in various formats including HTML, PDF, slide shows and more.
  • Code and data can be shared with a colleague to replicate the workflow.
**Data Tip:** RPubs is a quick way to share and publish code.

Knitr

The knitr package for R allows us to create readable documents from R Markdown files.

RStudio window with default template of a new R Markdown file. HTML document generated from knit R Markdown file, including 
formatted YAML header, text, code, computed data output and scatter plot.
R Markdown script (left) and the HTML produced from the knit R Markdown script (right). Source: National Ecological Observatory Network (NEON)
>The knitr package was designed to be a transparent engine for dynamic report generation with R -- Yihui Xi -- knitr package creator

In the next tutorial we will learn more about working with the R Markdown format in RStudio.

Download a NEON Teaching Data Subset & Set A Working Directory In R

The primary goal of this tutorial is to explain how to set a working directory in R. The working directory is where your R session interacts with your hard drive. This is where you can read data that you want to use, and save new information such as derived data products, tables, maps, and figures. It is a good practice to store your information in an organized set of directories, so you will often want to change your working directory depending on what kinds of information that you need to access. This tutorial teaches how to download and unzip the data files that accompany many NEON Data Skills tutorials, and also covers the concept of file paths. You can read from top to bottom, or use the menu bar at left to navigate to your desired topic.

Learning Objectives

After completing this tutorial, you will be able to:

  • Be able to download and uncompress NEON Teaching Data Subsets.
  • Be able to set the R working directory.
  • Know the difference between full, base and relative paths.
  • Be able to write out both full and relative paths for a given file or directory.

Things You’ll Need To Complete This Lesson

To complete this lesson you will need the most current version of R and, preferably, RStudio loaded on your computer.

Download Data

NEON Teaching Data Subset: Meteorological Data for Harvard Forest

The data used in this lesson were collected at the National Ecological Observatory Network's Harvard Forest field site. These data are proxy data for what will be available for 30 years on the NEON data portal for the Harvard Forest and other field sites located across the United States.

Download Dataset

NEON Teaching Data Subset: Site Layout Shapefiles

These vector data provide information on the site characterization and infrastructure at the National Ecological Observatory Network's Harvard Forest field site. The Harvard Forest shapefiles are from the Harvard Forest GIS & Map archives. US Country and State Boundary layers are from the US Census Bureau.

Download Dataset

Set Up For NEON Data Skills Tutorials

Many NEON data tutorials utilize teaching data subsets which are hosted on the NEON Data Skills figshare repository. If a data subset is required for a tutorial it can be downloaded at the top of each tutorial in the Download Data section.

Prior to working with any data in R, we must set the working directory to the location of the data files. Setting the working directory tells R where the data files are located on the computer. If the working directory is not correctly set first, when we try to open a file we will get an error telling us that R cannot find the file.

**Data Tip:** All NEON Data Skills tutorials are written assuming the working directory is the parent directory to the uncompressed .zip file of downloaded data. This allows for multiple data subsets to be accessed in the tutorial without resetting the working directory. Generally, these tutorials have a default working directory of **~/Documents/data**. If you are working on a Mac, we suggest that you save your downloaded datasets in a directory with the same name and location so that you don't have to edit the code for the tutorial that you are working on. Most windows machines cannot use the tilde "~" notation, therefore you must define the working directory explicitly.
  • Wondering why we're saying directory instead of folder? See our discussion of Directory vs. Folder in the middle of this tutorial.

Download & Uncompress the Data

1) Download

First, we will download the data to a location on the computer. To download the data for this tutorial, click the blue button Download NEON Teaching Data Subset: Meteorological Data for Harvard Forest within the box at the top of this page.

Note: In other NEON Data Skills tutorials, download all data subsets in the Download Data section prior to starting the tutorial. Here, the second data subset is for those wishing to practice these skills in a Challenge activity and will be downloaded at that time.

Example Download Data box containing two download buttons, one labeled 'Download NEON Teaching Data Subset: Meteorological Data for Harvard Forest' and another labeled 'Download NEON Teaching Data Subset: Site Layout Shapefiles
Screenshot of the Download Data button at the top of NEON Data Skills tutorials. Source: National Ecological Observatory Network (NEON)

After clicking on the Download Data button, the data will automatically download to the computer.

2) Locate .zip file

Second, we need to find the downloaded .zip file. Many browsers default to downloading to the Downloads directory on your computer. Note: You may have previously specified a specific directory (folder) for files downloaded from the internet, if so, the .zip file will download there.

Screenshot of the computer's Downloads folder containing the new NEONDSMetTimeSeries.zip file. Source: National Ecological Observatory Network (NEON)

3) Move to data directory

Third, we must move the data files to the location we want to work with them. We recommend moving the .zip to a dedicated data directory within the Documents directory on your computer. This data directory can then be a repository for all data subsets you use for the NEON Data Skills tutorials. Note: If you chose to store your data in a different directory (e.g., not in ~/Documents/data), modify the directions below with the appropriate file path to your data directory.

4) Unzip/uncompress

Fourth, we need to unzip/uncompress the file so that the data files can be accessed. Use your favorite tool that can unpackage/open .zip files (e.g., winzip, Archive Utility, etc). The files will now be accessible in a directory named NEON-DS-Met-Time-Series containing all the subdirectories and files that make up the dataset or the subdirectories and files will be unzipped directly into the data directory. If the latter happens, they need to be moved into a data/NEON-DS-Met-Time-Series directory.

### Challenge: Download and Unzip Teaching Data Subset Want to make sure you have these steps down! Prepare the **Site Layout Shapefiles Teaching Data Subset** so that the files are accessible and ready to be opened in R.

The directory should be the same as in this screenshot (below). Note that NEON-DS-Site-Lyout-Files directory will only be in your directory if you completed the challenge above. If you did not, your directory should look the same but without that directory.

Screenshot of the neon directory with the nested Documents, data, NEON-DS-Met-Time-Series, and other directories. Source: National Ecological Observatory Network (NEON)

Directory vs. Folder

"Directory" and "Folder" both refer to the same thing. Folder makes a lot of sense when we think of an isolated folder as a "bin" containing many files. However, the analogy to a physical file folder falters when we start thinking about the relationship between different folders and how we tell a computer to find a specific folder. This is why the term directory is often preferred. Any directory (folder) can hold other directories and/or files. When we set the working directory, we are telling the computer the location of the directory (or folder) to start with when looking for other files or directories, or to save any output to.

Full, Base, and Relative Paths

The data downloaded and unzipped in the previous steps are located within a nested set of directories:

  • primary-level/home directory: neon
    • This directory isn't obvious as we are within this directory once we log into the computer.
    • You will see your own user ID.
  • secondary-level directory: neon/Documents
  • tertiary-level directory: neon/Documents/data
  • quaternary-level directory: neon/Documents/data/NEON-DS-Met-Time-Series
  • quaternary-level directory: neon/Documents/data/NEON-DS-Site-Layout-Shapefiles

Full & Base Path

The full path is essentially the complete "directions" for how to find the desired directory or file. It always starts with the home directory or root (e.g., /Users/neon/). A full path is the base path when used to set the working directory to a specific directory. The base path for the NEON-DS-Met-Time-Series directory would be:

 /Users/neon/Documents/data/NEON-DS-Met-Time-Series 
**Data Tip:** File or directory paths and the home directory will appear slightly different in different operating systems. Linux will appear as `/home/neon/`. Windows will be similar to `C:\Documents and Settings\neon\` or `C:\Users\neon\`. The format varies by Windows version. Make special note of the direction of the slashes. Mac OS X and Unix format will appear as `/Users/neon/`. This tutorial will show Mac OS X output unless specifically noted.
### Challenge: Full File Path Write out the full path for the `NEON-DS-Site-Layout-Shapefiles` directory. Use the format of the operating system you are currently using.

Tip: When typing in the Rstudio console or an R script, if you surround your filepath with quotes you can take advantage of the 'tab-completion' feature. To use this feature, begin typing your filepath (e.g., "~/" or "C:") and then hit the tab button, which should pop up a list of possible directories and files that you could be pointing to. This method is awesome for avoiding typos in complex or long filepaths!

Bonus Points: Write the path as for one of the other operating systems.

Relative Path

A relative path is a path to a directory or file that starts from the location determined by the working directory. If our working directory is set to the data directory,

 /Users/neon/Documents/data/

we can then create a relative path for all directories and files within the data directory.

Screenshot of the data directory containing the both NEON Data Skills Teaching Subsets. Source: National Ecological Observatory Network (NEON)

The relative path for the meanNDVI_HARV_2011.csv file would be:

 NEON-DS-Met-Time-Series/HARV/NDVI/meanNDVI_HARV_2011.csv
### Challenge: Relative File Path Use the format of your current operating system:
  1. Write out the full path to for the Boundary-US-State-Mass.shp file.
  2. Write out the relative path for the Boundary-US-State-Mass.shp file assuming that the working directory is set to /Users/neon/Documents/data/.

Bonus: Write the paths as for one of the other operating systems.

The R Working Directory

In R, the working directory is the directory where R starts when looking for any file to open (as directed by a file path) and where it saves any output.

Without a working directory all R scripts would need the full file path written any time we wanted to open or save a file. It is more efficient if we have a base file path set as our working directory and then all file paths written in our scripts only consist of the file path relative to that base path (a relative path).

  • If you are unfamiliar with the term full path, base path, or relative path, please see the section below on Full, Base, and Relative Paths for a more detailed explanation before continuing with this tutorial.

Find a Full Path to a File in Unknown Location

If you are unsure of the path to a specific directory or file, you can find this information for a particular file/directory of interest by looking in the:

  • Windows: Properties, General tab (right click on the file/directory) or in the file path bar at the top of each window (select versions).
  • Mac OS X: Get Info (right clicking/control+click on the file/directory)

The file path may appear as:

Computer > Users > neon > Documents > data > NEON-DS-Met-Time-Series

Copy and paste this information to automatically reformat into the full path to the directory or file:

  • Windows: C:\Users\neon\Documents\data\NEON-DS-Met-Time-Series
  • Mac OS X: /Users/neon/Documents/data/NEON-DS-Met-Time-Series
**Data Tip:** File or directory paths and the home directory will appear slightly different in different operating systems. Linux will appear as `/home/neon/`. Windows will be similar to `C:\Documents and Settings\neon\` or `C:\Users\neon\`. The format varies by Windows version. Make special note of the direction of the slashes. Mac OS X and Unix format will appear as `/Users/neon/`. This tutorial will show Mac OSX output unless specifically noted.

Determine Current Working Directory

Once we are in the R program, we can view the current working directory using the code getwd().

# view current working directory 
getwd()
[1] "/Users/neon"

The working directory is currently set to the home directory /Users/neon. Remember, your current working directory will have a different user name and may appear different based on operating system.

This code can be used at any time to determine the current working directory.

Set the Working Directory

To set our current working directory to the location where our data are located, we can either set the working directory in the R script or use our current GUI to select the working directory.

**Data Tip:** All NEON Data Skills tutorials are written assuming the working directory is the parent directory to the downloaded data (the **data** directory in this tutorial). This allows for multiple data subsets to be accessed in the tutorial without resetting the working directory.

We want to set our working directory to the data directory.

Set the Working Directory: Base Path in Script

We can set the working directory using the code setwd("PATH") where PATH is the full path to the desired directory. You can enter "PATH" as a string (as shown below), or save the file path as a string to a variable (e.g., wd <- "~/Documents/data") and then set the working directory based on that variable (e.g., setwd(wd)).

This latter method is used in many of the NEON Data Skills tutorials because of the advantages that this method provides. First, this method is extermely flexible across different compute environments and formats, including personal computers, Linux-based servers on 'the cloud' (e.g., AWS, CyVerse), and when using Rmarkdown (.Rmd) documents. Second this method allows the tutorial's user to set their working directory once as a string and then to reuse that string as needed to reference input files, or make output files. For example, some functions must have a full filepath to an input file (such as when reading in HDF5 files). Third, this method simplifies the process that NEON uses internally to create and update these tutorials. All in all, saving the working directory as a string variable makes the code more explicit and determanistic without relying on working knowledge of relative filepaths, making your code more producible and easier for an outsider to interpret.

To practice, use these techniques to set your working directory to the directory where you have the data saved, and check that you set the working directory correctly. There is no R output from setwd(). If we want to check that the working directory is correctly set we can use getwd().

Example Windows File Path

Notice the the backslashes used in Windows paths must be changed to slashes in R.

# set the working directory to `data` folder
wd <- "C:/Users/neon/Documents/data"
setwd(wd)

# check to ensure path is correct
getwd()
[1] "C:/Users/neon/Documents/data"

Example Mac OS X File Path

# set the working directory to `data` folder
wd <- "/Users/neon/Documents/data"
setwd(wd)

# check to ensure path is correct
getwd()
[1] "/Users/neon/Documents/data"
**Data Tip:** If using RStudio, you can view the contents of the working directory in the Files pane.
The Files pane in RStudio shows the contents of the current working directory. Source: National Ecological Observatory Network (NEON)

Set the Working Directory: Using RStudio GUI

You can also set the working directory using the Rstudio and/or R graphical user interface (GUI). This method is easy for beginners to learn, but it also makes your code less reproducible because it relies on a person to follow certain instructions, which is a process that introduces human error. It may also be impossible for an observer to determine where your input data are stored, which can make troubleshooting more difficult as well. Use this method when getting started, or when you will find it helpful to use a graphical user interface to navigate your files. Note that this method will run a single line setwd() command in the console when you select your working directory, so you can copy/paste that line into your script for future use!

  1. Go to Session in menu bar,
  2. select Select Working Directory,
  3. select Choose Directory,
  4. in the new window that appears, select the appropriate directory.
How to set the working directory using the RStudio GUI. Source: National Ecological Observatory Network (NEON)

Set the Working Directory: Using R GUI

Windows Operating Systems:

  1. Go to the File menu bar,
  2. select Change dir... or Change Working Directory,
  3. in the new window that appears, select the appropriate directory.
How to set the working directory using the R GUI in Windows. Source: National Ecological Observatory Network (NEON)

Mac Operating Systems:

  1. Go to the Misc menu,
  2. select Change Working Directory,
  3. in the new window that appears, select the appropriate directory.
How to set the working directory using the R GUI in Mac OS X. Source: National Ecological Observatory Network (NEON)

Raster 04: Work With Multi-Band Rasters - Image Data in R

This tutorial explores how to import and plot a multiband raster in R. It also covers how to plot a three-band color image using the plotRGB() function in R.

Learning Objectives

After completing this tutorial, you will be able to:

  • Know how to identify a single vs. a multiband raster file.
  • Be able to import multiband rasters into R using the terra package.
  • Be able to plot multiband color image rasters in R using plotRGB().
  • Understand what a NoData value is in a raster.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio installed on your computer to complete this tutorial.

Install R Packages

  • terra: install.packages("terra")

  • neonUtilities: install.packages("neonUtilities")

  • More on Packages in R – Adapted from Software Carpentry.

Data to Download

Data required for this tutorial will be downloaded using neonUtilities in the lesson.

The LiDAR and imagery data used in this lesson were collected over the National Ecological Observatory Network's Harvard Forest (HARV) field site.

The entire dataset can be accessed from the NEON Data Portal.


Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

The Basics of Imagery - About Spectral Remote Sensing Data

About Raster Bands in R

As discussed in the Intro to Raster Data tutorial, a raster can contain 1 or more bands.

Left: 3D image of a raster with only one band. Right: 3D image showing four separate layers of a multi band raster.
A raster can contain one or more bands. We can use the terra `rast` function to import one single band from a single OR multi-band raster. Source: National Ecological Observatory Network (NEON).

To work with multiband rasters in R, we need to change how we import and plot our data in several ways.

  • To import multiband raster data we will use the stack() function.
  • If our multiband data are imagery that we wish to composite, we can use plotRGB() (instead of plot()) to plot a 3 band raster image.

About MultiBand Imagery

One type of multiband raster dataset that is familiar to many of us is a color image. A basic color image consists of three bands: red, green, and blue. Each band represents light reflected from the red, green or blue portions of the electromagnetic spectrum. The pixel brightness for each band, when composited creates the colors that we see in an image.

A graphic depicting the three different color bands (red, green, and blue) of a satellite image and how they create a basic color image when composited.
A color image consists of 3 bands - red, green and blue. When rendered together in a GIS, or even a tool like Photoshop or any other image software, they create a color image. Source: National Ecological Observatory Network (NEON).

Getting Started with Multi-Band Data in R

To work with multiband raster data we will use the terra package.

# terra package to work with raster data

library(terra)



# package for downloading NEON data

library(neonUtilities)



# package for specifying color palettes

library(RColorBrewer)



# set working directory to ensure R can find the file we wish to import

wd <- "~/data/" # this will depend on your local environment environment

# be sure that the downloaded file is in this directory

setwd(wd)

In this tutorial, the multi-band data that we are working with is imagery collected using the NEON Airborne Observation Platform high resolution camera over the NEON Harvard Forest field site. Each RGB image is a 3-band raster. The same steps would apply to working with a multi-spectral image with 4 or more bands - like Landsat imagery, or even hyperspectral imagery (in geotiff format). We can plot each band of a multi-band image individually.

byTileAOP(dpID='DP3.30010.001', # rgb camera data
          site='HARV',
          year='2022',
          easting=732000,
          northing=4713500,
          check.size=FALSE, # set to TRUE or remove if you want to check the size before downloading
          savepath = wd)

## Downloading files totaling approximately 351.004249 MB 
## Downloading 1 files
## 

|
| | 0% |
|====================================================================================================================================================================| 100% ## Successfully downloaded 1 files to ~/data//DP3.30010.001

Red, green, and blue composite (true color) image of NEON's Harvard Forest (HARV) site

Or we can plot each bands separately as follows:

# Determine the number of bands

num_bands <- nlyr(RGB_HARV)



# Define colors to plot each

# Define color palettes for each band using RColorBrewer

colors <- list(
  brewer.pal(9, "Reds"),
  brewer.pal(9, "Greens"),
  brewer.pal(9, "Blues")
)



# Plot each band in a loop, with the specified colors

for (i in 1:num_bands) {
  plot(RGB_HARV[[i]], main=paste("Band", i), col=colors[[i]])
}

Red bandGreen bandBlue band

Image Raster Data Attributes

We can display some of the attributes about the raster, as shown below:

# Print dimensions

cat("Dimensions:\n")

## Dimensions:

cat("Number of rows:", nrow(RGB_HARV), "\n")

## Number of rows: 10000

cat("Number of columns:", ncol(RGB_HARV), "\n")

## Number of columns: 10000

cat("Number of layers:", nlyr(RGB_HARV), "\n")

## Number of layers: 3

# Print resolution

resolutions <- res(RGB_HARV)

cat("Resolution:\n")

## Resolution:

cat("X resolution:", resolutions[1], "\n")

## X resolution: 0.1

cat("Y resolution:", resolutions[2], "\n")

## Y resolution: 0.1

# Get the extent of the raster

rgb_extent <- ext(RGB_HARV)



# Convert the extent to a string with rounded values

extent_str <- sprintf("xmin: %d, xmax: %d, ymin: %d, ymax: %d", 
                      round(xmin(rgb_extent)), 
                      round(xmax(rgb_extent)), 
                      round(ymin(rgb_extent)), 
                      round(ymax(rgb_extent)))



# Print the extent string

cat("Extent of the raster: \n")

## Extent of the raster:

cat(extent_str, "\n")

## xmin: 732000, xmax: 733000, ymin: 4713000, ymax: 4714000

Let's take a look at the coordinate reference system, or CRS. You can use the parameters describe=TRUE to display this information more succinctly.

crs(RGB_HARV, describe=TRUE)

##                    name authority  code
## 1 WGS 84 / UTM zone 18N      EPSG 32618
##                                                                                                                                                                                                                                                          area
## 1 Between 78°W and 72°W, northern hemisphere between equator and 84°N, onshore and offshore. Bahamas. Canada - Nunavut; Ontario; Quebec. Colombia. Cuba. Ecuador. Greenland. Haiti. Jamaica. Panama. Turks and Caicos Islands. United States (USA). Venezuela
##            extent
## 1 -78, -72, 84, 0

Let's next examine the raster's minimum and maximum values. What is the range of values for each band?

# Replace Inf and -Inf with NA

values(RGB_HARV)[is.infinite(values(RGB_HARV))] <- NA



# Get min and max values for all bands

min_max_values <- minmax(RGB_HARV)



# Print the results

cat("Min and Max Values for All Bands:\n")

## Min and Max Values for All Bands:

print(min_max_values)

##     2022_HARV_7_732000_4713000_image_1 2022_HARV_7_732000_4713000_image_2 2022_HARV_7_732000_4713000_image_3
## min                                  0                                  0                                  0
## max                                255                                255                                255

This raster contains values between 0 and 255. These values represent the intensity of brightness associated with the image band. In the case of a RGB image (red, green and blue), band 1 is the red band. When we plot the red band, larger numbers (towards 255) represent pixels with more red in them (a strong red reflection). Smaller numbers (towards 0) represent pixels with less red in them (less red was reflected). To plot an RGB image, we mix red + green + blue values into one single color to create a full color image - this is the standard color image a digital camera creates.

Challenge: Making Sense of Single Bands of a Multi-Band Image

Go back to the code chunk where you plotted each band separately. Compare the plots of band 1 (red) and band 2 (green). Is the forested area darker or lighter in band 2 (the green band) compared to band 1 (the red band)?

Other Types of Multi-band Raster Data

Multi-band raster data might also contain:

  1. Time series: the same variable, over the same area, over time.
  2. Multi or hyperspectral imagery: image rasters that have 4 or more (multi-spectral) or more than 10-15 (hyperspectral) bands. Check out the NEON Data Skills Imaging Spectroscopy HDF5 in R tutorial to learn how to work with hyperspectral data cubes.

The true color image plotted at the beginning of this lesson looks pretty decent. We can explore whether applying a stretch to the image might improve clarity and contrast using stretch="lin" or stretch="hist".

Graphic depicting stretching pixel brightness values to make a dark satellite image brighter
When the range of pixel brightness values is closer to 0, a darker image is rendered by default. We can stretch the values to extend to the full 0-255 range of potential values to increase the visual contrast of the image.
Graphic depicting stretching pixel brightness values to make a bright satellite image darker
When the range of pixel brightness values is closer to 255, a lighter image is rendered by default. We can stretch the values to extend to the full 0-255 range of potential values to increase the visual contrast of the image.
# What does stretch do?



# Plot the linearly stretched raster

plotRGB(RGB_HARV, stretch="lin")

Composite RGB image of HARV with a linear stretch

# Plot the histogram-stretched raster

plotRGB(RGB_HARV, stretch="hist")

Composite RGB image of HARV with a histogram stretch

In this case, the stretch doesn't enhance the contrast our image significantly given the distribution of reflectance (or brightness) values is distributed well between 0 and 255, and applying a stretch appears to introduce some artificial, almost purple-looking brightness to the image.

Challenge: What Methods Can Be Used on an R Object?

We can view various methods available to call on an R object with methods(class=class(objectNameHere)). Use this to figure out:

  1. What methods can be used to call on the RGB_HARV object?
  2. What methods are available for a single band within RGB_HARV?
  3. Why do you think there is a difference?

Raster 00: Intro to Raster Data in R

In this tutorial, we will review the fundamental principles, packages and metadata/raster attributes that are needed to work with raster data in R. We discuss the three core metadata elements that we need to understand to work with rasters in R: CRS, extent and resolution. We also explore missing and bad data values as stored in a raster and how R handles these elements. Finally, we introduce the GeoTiff file format.

Learning Objectives

After completing this tutorial, you will be able to:

  • Understand what a raster dataset is and its fundamental attributes.
  • Know how to explore raster attributes in R.
  • Be able to import rasters into R using the terra package.
  • Be able to quickly plot a raster file in R.
  • Understand the difference between single- and multi-band rasters.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.

Install R Packages

  • terra: install.packages("terra")

  • More on Packages in R – Adapted from Software Carpentry.

Download Data

Data required for this tutorial will be downloaded using neonUtilities in the lesson.

The LiDAR and imagery data used in this lesson were collected over the National Ecological Observatory Network's Harvard Forest (HARV) field site.

The entire dataset can be accessed from the NEON Data Portal.


Set Working Directory: This lesson will explain how to set the working directory. You may wish to set your working directory to some other location, depending on how you prefer to organize your data.

An overview of setting the working directory in R can be found here.


  • Read more about the terra package in R.
  • NEON Data Skills tutorial: Raster Data in R - The Basics
  • NEON Data Skills tutorial: Image Raster Data in R - An Intro

About Raster Data

Raster or "gridded" data are stored as a grid of values which are rendered on a map as pixels. Each pixel value represents an area on the Earth's surface.

Satellite (raster) image with an inset map of a smaller extent. The inset map's structure is further shown as a grid of numeric values represented by colors on a the legend.
Source: National Ecological Observatory Network (NEON)

Raster Data in R

Let's first import a raster dataset into R and explore its metadata. To open rasters in R, we will use the terra package.

library(terra)



# set working directory, you can change this if desired

wd <- "~/data/" 

setwd(wd)

Download LiDAR Raster Data

We can use the neonUtilities function byTileAOP to download a single elevation tiles (DSM and DTM). You can run help(byTileAOP) to see more details on what the various inputs are. For this exercise, we'll specify the UTM Easting and Northing to be (732000, 4713500), which will download the tile with the lower left corner (732000,4713000). By default, the function will check the size total size of the download and ask you whether you wish to proceed (y/n). This file is ~8 MB, so make sure you have enough space on your local drive. You can set check.size=TRUE if you want to check the file size before downloading.

byTileAOP(dpID='DP3.30024.001', # lidar elevation

          site='HARV',

          year='2022',

          easting=732000,

          northing=4713500,

          check.size=FALSE, # set to TRUE or remove if you want to check the size before downloading

          savepath = wd)

This file will be downloaded into a nested subdirectory under the ~/data folder, inside a folder named DP3.30024.001 (the Data Product ID). The file should show up in this location: ~/data/DP3.30024.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/DiscreteLidar/DSMGtif/NEON_D01_HARV_DP3_732000_4713000_DSM.tif.

Open a Raster in R

We can use terra's rast("path-to-raster-here") function to open a raster in R.

Data Tip: VARIABLE NAMES! To improve code readability, file and object names should be used that make it clear what is in the file. The data for this tutorial were collected over from Harvard Forest (HARV), sowe'll use the naming convention of DATATYPE_HARV.

# Load raster into R

dsm_harv_file <- paste0(wd, "DP3.30024.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/DiscreteLidar/DSMGtif/NEON_D01_HARV_DP3_732000_4713000_DSM.tif")

DSM_HARV <- rast(dsm_harv_file)



# View raster structure

DSM_HARV 

## class       : SpatRaster 
## dimensions  : 1000, 1000, 1  (nrow, ncol, nlyr)
## resolution  : 1, 1  (x, y)
## extent      : 732000, 733000, 4713000, 4714000  (xmin, xmax, ymin, ymax)
## coord. ref. : WGS 84 / UTM zone 18N (EPSG:32618) 
## source      : NEON_D01_HARV_DP3_732000_4713000_DSM.tif 
## name        : NEON_D01_HARV_DP3_732000_4713000_DSM 
## min value   :                               317.91 
## max value   :                               433.94

# plot raster 

plot(DSM_HARV, main="Digital Surface Model - HARV")

Digital surface model showing the elevation of NEON's site Harvard Forest

Types of Data Stored in Raster Format

Raster data can be continuous or categorical. Continuous rasters can have a range of quantitative values. Some examples of continuous rasters include:

  1. Precipitation maps.
  2. Maps of tree height derived from LiDAR data.
  3. Elevation values for a region.

The raster we loaded and plotted earlier was a digital surface model, or a map of the elevation for Harvard Forest derived from the NEON AOP LiDAR sensor. Elevation is represented as a continuous numeric variable in this map. The legend shows the continuous range of values in the data from around 300 to 420 meters.

Some rasters contain categorical data where each pixel represents a discrete class such as a landcover type (e.g., "forest" or "grassland") rather than a continuous value such as elevation or temperature. Some examples of classified maps include:

  1. Landcover/land-use maps.
  2. Tree height maps classified as short, medium, tall trees.
  3. Elevation maps classified as low, medium and high elevation.

Categorical Landcover Map for the United States

Map of the different land cover types of the continental United States each represented by different colors.
Map of the United States showing land cover as categorical data. Each color is a different land cover category. Source: Multi-Resolution Land Characteristics Consortium, USGS

Categorical Elevation Map of the NEON Harvard Forest Site

The legend of this map shows the colors representing each discrete class.

# add a color map with 5 colors

col=terrain.colors(3)

# add breaks to the colormap (4 breaks = 3 segments)

brk <- c(250,350, 380,500)



# Expand right side of clipping rect to make room for the legend

par(xpd = FALSE,mar=c(5.1, 4.1, 4.1, 4.5))

# DEM with a custom legend

plot(DSM_HARV, 
	col=col, 
	breaks=brk, 
	main="Classified Elevation Map - HARV",
	legend = FALSE
	)



# turn xpd back on to force the legend to fit next to the plot.

par(xpd = TRUE)

# add a legend - but make it appear outside of the plot

legend( 733100, 4713700,
        legend = c("High Elevation", "Middle","Low Elevation"), 
        fill = rev(col))

Classified elevation map of NEON's site Harvard Forest

What is a GeoTIFF??

Raster data can come in many different formats. In this tutorial, we will use the geotiff format which has the extension .tif. A .tif file stores metadata or attributes about the file as embedded tif tags. For instance, your camera might store a tag that describes the make and model of the camera or the date the photo was taken when it saves a .tif. A GeoTIFF is a standard .tif image format with additional spatial (georeferencing) information embedded in the file as tags. These tags can include the following raster metadata:

  1. A Coordinate Reference System (CRS)
  2. Spatial Extent (extent)
  3. Values that represent missing data (NoDataValue)
  4. The resolution of the data

In this tutorial we will discuss all of these metadata tags.

More about the .tif format:

  • GeoTIFF on Wikipedia
  • OSGEO TIFF documentation

Coordinate Reference System

The Coordinate Reference System or CRS tells R where the raster is located in geographic space. It also tells R what method should be used to "flatten" or project the raster in geographic space.

Four different map projections (Mercator, UTM Zone 11N, U.S. National Atlas Equal Area, and WGS84) of the continental United States demonstrating that each projection produces a map with a different shape and proportions.
Maps of the United States in different projections. Notice the differences in shape associated with each different projection. These differences are a direct result of the calculations used to "flatten" the data onto a 2-dimensional map. Source: M. Corey, opennews.org

What Makes Spatial Data Line Up On A Map?

There are many great resources that describe coordinate reference systems and projections in greater detail (read more, below). For the purposes of this activity, it is important to understand that data from the same location but saved in different projections will not line up in any GIS or other program. Thus, it's important when working with spatial data in a program like R to identify the coordinate reference system applied to the data and retain it throughout data processing and analysis.

Read More:

  • A comprehensive online library of CRS information.
  • QGIS Documentation - CRS Overview.
  • Choosing the Right Map Projection.
  • NCEAS Overview of CRS in R.

How Map Projections Can Fool the Eye

Check out this short video, from Buzzfeed, highlighting how map projections can make continents seems proportionally larger or smaller than they actually are!

View Raster Coordinate Reference System (CRS) in R

We can view the CRS string associated with our R object using thecrs() method. We can assign this string to an R object, too.

# view crs description

crs(DSM_HARV,describe=TRUE)

##                    name authority  code
## 1 WGS 84 / UTM zone 18N      EPSG 32618
##                                                                                                                                                                                                                                                          area
## 1 Between 78°W and 72°W, northern hemisphere between equator and 84°N, onshore and offshore. Bahamas. Canada - Nunavut; Ontario; Quebec. Colombia. Cuba. Ecuador. Greenland. Haiti. Jamaica. Panama. Turks and Caicos Islands. United States (USA). Venezuela
##            extent
## 1 -78, -72, 84, 0

# assign crs to an object (class) to use for reprojection and other tasks

harvCRS <- crs(DSM_HARV)

The CRS of our DSM_HARV object tells us that our data are in the UTM projection, in zone 18N.

Image showing the ten different UTM zones (10-19) across the continental United States.
The UTM zones across the continental United States. Source: Chrismurf, wikimedia.org.

The CRS in this case is in a char format. This means that the projection information is strung together as a series of text elements.

We'll focus on the first few components of the CRS, as described above.

  • name: The projection of the dataset. Our data are in WGS84 (World Geodetic System 1984) / UTM (Universal Transverse Mercator) zone 18N. WGS84 is the datum. The UTM projection divides up the world into zones, this element tells you which zone the data are in. Harvard Forest is in Zone 18.
  • authority: EPSG (European Petroleum Survey Group) - organization that maintains a geodetic parameter database with standard codes
  • code: The EPSG code. For more details, see EPSG 32618.

Extent

The spatial extent is the geographic area that the raster data covers.

Image of three different spatial extent types: Points extent, lines extent, and polygons extent. Points extent shows three points along the edge of a square object. Lines extent shows a line drawn with three points along the edge of a square object. Polygons extent shows a polygon drawn with three points inside of a square object.
Image Source: National Ecological Observatory Network (NEON)

The spatial extent of an R spatial object represents the geographic "edge" or location that is the furthest north, south, east and west. In other words, extent represents the overall geographic coverage of the spatial object.

You can see the spatial extent using terra::ext:

ext(DSM_HARV)

## SpatExtent : 732000, 733000, 4713000, 4714000 (xmin, xmax, ymin, ymax)

Resolution

A raster has horizontal (x and y) resolution. This resolution represents the area on the ground that each pixel covers. The units for our data are in meters. Given our data resolution is 1 x 1, this means that each pixel represents a 1 x 1 meter area on the ground.

Four images of a raster over the same extent, but at four different resolutions from 8 meters to 1 meter. At 8 meters, the image is really blurry. At 1m, the image is really clear. At 4 and 2 meters, the image is somewhere in the middle.
Source: National Ecological Observatory Network (NEON)

The best way to view resolution units is to look at the coordinate reference system string crs(rast,proj=TRUE). Notice our data contains: +units=m.

crs(DSM_HARV,proj=TRUE)

## [1] "+proj=utm +zone=18 +datum=WGS84 +units=m +no_defs"

Display Raster Min and Max Values

It can be useful to know the minimum or maximum values of a raster dataset. In this case, given we are working with elevation data, these values represent the min/max elevation range at our site.

Raster statistics are often calculated and embedded in a Geotiff for us. However if they weren't already calculated, we can calculate them using the min() or max() functions.

# view the min and max values

min(DSM_HARV)

## class       : SpatRaster 
## dimensions  : 1000, 1000, 1  (nrow, ncol, nlyr)
## resolution  : 1, 1  (x, y)
## extent      : 732000, 733000, 4713000, 4714000  (xmin, xmax, ymin, ymax)
## coord. ref. : WGS 84 / UTM zone 18N (EPSG:32618) 
## source(s)   : memory
## varname     : NEON_D01_HARV_DP3_732000_4713000_DSM 
## name        :    min 
## min value   : 317.91 
## max value   : 433.94

We can see that the elevation at our site ranges from 317.91 m to 433.94 m.

NoData Values in Rasters

Raster data often has a NoDataValue associated with it. This is a value assigned to pixels where data are missing or no data were collected.

By default the shape of a raster is always square or rectangular. So if we have a dataset that has a shape that isn't square or rectangular, some pixels at the edge of the raster will have NoDataValues. This often happens when the data were collected by an airplane which only flew over some part of a defined region.

Let's take a look at some of the RGB Camera data over HARV, this time downloading a tile at the edge of the flight box.

byTileAOP(dpID='DP3.30010.001',

          site='HARV',

          year='2022',

          easting=737500,

          northing=4701500,

          check.size=FALSE, # set to TRUE or remove if you want to check the size before downloading

          savepath = wd)

This file will be downloaded into a nested subdirectory under the ~/data folder, inside a folder named DP3.30010.001 (the Camera Data Product ID). The file should show up in this location: ~/data/DP3.30010.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/Camera/Mosaic/2022_HARV_7_737000_4701000_image.tif.

In the image below, the pixels that are black have NoDataValues. The camera did not collect data in these areas.

# Use rast function to read in all bands

RGB_HARV <- 
  rast(paste0(wd,"DP3.30010.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/Camera/Mosaic/2022_HARV_7_737000_4701000_image.tif"))



# Create an RGB image from the raster

par(col.axis="white",col.lab="white",tck=0)

plotRGB(RGB_HARV, r = 1, g = 2, b = 3, axes=TRUE)

Colorized raster image with NoDataValues around the edge rendered in black

In the next image, the black edges have been assigned NoDataValue. R doesn't render pixels that contain a specified NoDataValue. R assigns missing data with the NoDataValue as NA.

# reassign cells with 0,0,0 to NA

func <- function(x) {
  x[rowSums(x == 0) == 3, ] <- NA
  x}



newRGBImage <- app(RGB_HARV, func)

## 

|---------|---------|---------|---------|

par(col.axis="white",col.lab="white",tck=0)

# Create an RGB image from the raster stack

plotRGB(newRGBImage, r = 1, g = 2, b = 3, axis=TRUE)

## Warning in plot.window(...): "axis" is not a graphical parameter

## Warning in plot.xy(xy, type, ...): "axis" is not a graphical parameter

## Warning in title(...): "axis" is not a graphical parameter

Colorized raster image with NoDataValues around the edge removed

NoData Value Standard

The assigned NoDataValue varies across disciplines; -9999 is a common value used in both the remote sensing field and the atmospheric fields. It is also the standard used by the National Ecological Observatory Network (NEON).

If we are lucky, our GeoTIFF file has a tag that tells us what is the NoDataValue. If we are less lucky, we can find that information in the raster's metadata. If a NoDataValue was stored in the GeoTIFF tag, when R opens up the raster, it will assign each instance of the value to NA. Values of NA will be ignored by R as demonstrated above.

Bad Data Values in Rasters

Bad data values are different from NoDataValues. Bad data values are values that fall outside of the applicable range of a dataset.

Examples of Bad Data Values:

  • The normalized difference vegetation index (NDVI), which is a measure of greenness, has a valid range of -1 to 1. Any value outside of that range would be considered a "bad" value.
  • Reflectance data in an image should range from 0-1 (or 0-10,000 depending upon how the data are scaled). Thus a value greater than 1 or greater than 10,000 is likely caused by an error in either data collection or processing. These erroneous values can occur, for example, in water vapor absorption bands, which contain invalid data, and are meant to be disregarded.

Find Bad Data Values

Sometimes a raster's metadata will tell us the range of expected values for a raster. Values outside of this range are suspect and we need to consider than when we analyze the data. Sometimes, we need to use some common sense and scientific insight as we examine the data - just as we would for field data to identify questionable values.

Create A Histogram of Raster Values

We can explore the distribution of values contained within our raster using the hist() function which produces a histogram. Histograms are often useful in identifying outliers and bad data values in our raster data.

# view histogram of data

hist(DSM_HARV,
     main="Distribution of Digital Surface Model Values\n NEON Harvard Forest (HARV)",
     xlab="DSM Elevation Value (m)",
     ylab="Frequency",
     col="lightblue")

Histogram showing the distribution of digital surface model values

The distribution of elevation values for our Digital Surface Model (DSM) looks reasonable. It is likely there are no bad data values in this particular raster.

Raster Bands

The Digital Surface Model object (DSM_HARV) that we've been working with is a single band raster. This means that there is only one dataset stored in the raster: surface elevation in meters for one time period.

Left: 3D image of a raster with only one band. Right: 3D image showing four separate layers of a multi band raster.
Source: National Ecological Observatory Network (NEON).

A raster dataset can contain one or more bands. We can use the rast()function to import all bands from a single OR multi-band raster. We can view the number of bands in a raster using thenlyr()` function.

# view number of bands in the Lidar DSM raster

nlyr(DSM_HARV)

## [1] 1

# view number of bands in the RGB Camera raster

nlyr(RGB_HARV)

## [1] 3

As we see from the RGB camera raster, raster data can also be multi-band, meaning one raster file contains data for more than one variable or time period for each cell. By default the terra::rast() function imports all bands of a multi-band raster. You can set lyrs = 1 if you only want to read in the first layer, for example.

Jump to the fourth tutorial in this series for a tutorial on multi-band rasters: Work with Multi-band Rasters: Images in R.

View Raster File Attributes

Remember that a GeoTIFF contains a set of embedded tags that contain metadata about the raster. So far, we've explored raster metadata after importing it in R. However, we can use the describe("path-to-raster-here") function to view raster information (such as metadata) before we open a file in R. Use help(describe) to see other options for exploring the file contents.

# view metadata attributes before opening the file

describe(path.expand(dsm_harv_file),meta=TRUE)

##  [1] "AREA_OR_POINT=Area"                                                                                                                                                                                                                                                                                   
##  [2] "TIFFTAG_ARTIST=Created by the National Ecological Observatory Network (NEON)"                                                                                                                                                                                                                         
##  [3] "TIFFTAG_COPYRIGHT=The National Ecological Observatory Network is a project sponsored by the National Science Foundation and managed under cooperative agreement by Battelle. This material is based in part upon work supported by the National Science Foundation under Grant No. DBI-0752017."      
##  [4] "TIFFTAG_DATETIME=Flown on 2022080312, 2022080412, 2022081213, 2022081413"                                                                                                                                                                                                                             
##  [5] "TIFFTAG_IMAGEDESCRIPTION=Elevation LiDAR - NEON.DP3.30024 acquired at HARV by RIEGL LASER MEASUREMENT SYSTEMS Q780 2220855 as part of 2022-P3C1"                                                                                                                                                      
##  [6] "TIFFTAG_MAXSAMPLEVALUE=434"                                                                                                                                                                                                                                                                           
##  [7] "TIFFTAG_MINSAMPLEVALUE=318"                                                                                                                                                                                                                                                                           
##  [8] "TIFFTAG_RESOLUTIONUNIT=2 (pixels/inch)"                                                                                                                                                                                                                                                               
##  [9] "TIFFTAG_SOFTWARE=Tif file created with a Matlab script (write_gtiff.m) written by Tristan Goulden (tgoulden@battelleecology.org) with data processed from the following scripts: create_tiles_from_mosaic.m, combine_dtm_dsm_gtif.m, lastools_workflow.csh which implemented LAStools version 210418."
## [10] "TIFFTAG_XRESOLUTION=1"                                                                                                                                                                                                                                                                                
## [11] "TIFFTAG_YRESOLUTION=1"

Specifying options=c("stats") will show some summary statistics:

# view summary statistics before opening the file

describe(path.expand(dsm_harv_file),options=c("stats"))

##  [1] "Driver: GTiff/GeoTIFF"                                                                                                                                                                                                                                                                                  
##  [2] "Files: C:/Users/bhass/Documents/data/DP3.30024.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/DiscreteLidar/DSMGtif/NEON_D01_HARV_DP3_732000_4713000_DSM.tif"                                                                                                                                   
##  [3] "       C:/Users/bhass/Documents/data/DP3.30024.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/DiscreteLidar/DSMGtif/NEON_D01_HARV_DP3_732000_4713000_DSM.tif.aux.xml"                                                                                                                           
##  [4] "Size is 1000, 1000"                                                                                                                                                                                                                                                                                     
##  [5] "Coordinate System is:"                                                                                                                                                                                                                                                                                  
##  [6] "PROJCRS[\"WGS 84 / UTM zone 18N\","                                                                                                                                                                                                                                                                     
##  [7] "    BASEGEOGCRS[\"WGS 84\","                                                                                                                                                                                                                                                                            
##  [8] "        ENSEMBLE[\"World Geodetic System 1984 ensemble\","                                                                                                                                                                                                                                              
##  [9] "            MEMBER[\"World Geodetic System 1984 (Transit)\"],"                                                                                                                                                                                                                                          
## [10] "            MEMBER[\"World Geodetic System 1984 (G730)\"],"                                                                                                                                                                                                                                             
## [11] "            MEMBER[\"World Geodetic System 1984 (G873)\"],"                                                                                                                                                                                                                                             
## [12] "            MEMBER[\"World Geodetic System 1984 (G1150)\"],"                                                                                                                                                                                                                                            
## [13] "            MEMBER[\"World Geodetic System 1984 (G1674)\"],"                                                                                                                                                                                                                                            
## [14] "            MEMBER[\"World Geodetic System 1984 (G1762)\"],"                                                                                                                                                                                                                                            
## [15] "            MEMBER[\"World Geodetic System 1984 (G2139)\"],"                                                                                                                                                                                                                                            
## [16] "            ELLIPSOID[\"WGS 84\",6378137,298.257223563,"                                                                                                                                                                                                                                                
## [17] "                LENGTHUNIT[\"metre\",1]],"                                                                                                                                                                                                                                                              
## [18] "            ENSEMBLEACCURACY[2.0]],"                                                                                                                                                                                                                                                                    
## [19] "        PRIMEM[\"Greenwich\",0,"                                                                                                                                                                                                                                                                        
## [20] "            ANGLEUNIT[\"degree\",0.0174532925199433]],"                                                                                                                                                                                                                                                 
## [21] "        ID[\"EPSG\",4326]],"                                                                                                                                                                                                                                                                            
## [22] "    CONVERSION[\"UTM zone 18N\","                                                                                                                                                                                                                                                                       
## [23] "        METHOD[\"Transverse Mercator\","                                                                                                                                                                                                                                                                
## [24] "            ID[\"EPSG\",9807]],"                                                                                                                                                                                                                                                                        
## [25] "        PARAMETER[\"Latitude of natural origin\",0,"                                                                                                                                                                                                                                                    
## [26] "            ANGLEUNIT[\"degree\",0.0174532925199433],"                                                                                                                                                                                                                                                  
## [27] "            ID[\"EPSG\",8801]],"                                                                                                                                                                                                                                                                        
## [28] "        PARAMETER[\"Longitude of natural origin\",-75,"                                                                                                                                                                                                                                                 
## [29] "            ANGLEUNIT[\"degree\",0.0174532925199433],"                                                                                                                                                                                                                                                  
## [30] "            ID[\"EPSG\",8802]],"                                                                                                                                                                                                                                                                        
## [31] "        PARAMETER[\"Scale factor at natural origin\",0.9996,"                                                                                                                                                                                                                                           
## [32] "            SCALEUNIT[\"unity\",1],"                                                                                                                                                                                                                                                                    
## [33] "            ID[\"EPSG\",8805]],"                                                                                                                                                                                                                                                                        
## [34] "        PARAMETER[\"False easting\",500000,"                                                                                                                                                                                                                                                            
## [35] "            LENGTHUNIT[\"metre\",1],"                                                                                                                                                                                                                                                                   
## [36] "            ID[\"EPSG\",8806]],"                                                                                                                                                                                                                                                                        
## [37] "        PARAMETER[\"False northing\",0,"                                                                                                                                                                                                                                                                
## [38] "            LENGTHUNIT[\"metre\",1],"                                                                                                                                                                                                                                                                   
## [39] "            ID[\"EPSG\",8807]]],"                                                                                                                                                                                                                                                                       
## [40] "    CS[Cartesian,2],"                                                                                                                                                                                                                                                                                   
## [41] "        AXIS[\"(E)\",east,"                                                                                                                                                                                                                                                                             
## [42] "            ORDER[1],"                                                                                                                                                                                                                                                                                  
## [43] "            LENGTHUNIT[\"metre\",1]],"                                                                                                                                                                                                                                                                  
## [44] "        AXIS[\"(N)\",north,"                                                                                                                                                                                                                                                                            
## [45] "            ORDER[2],"                                                                                                                                                                                                                                                                                  
## [46] "            LENGTHUNIT[\"metre\",1]],"                                                                                                                                                                                                                                                                  
## [47] "    USAGE["                                                                                                                                                                                                                                                                                             
## [48] "        SCOPE[\"Navigation and medium accuracy spatial referencing.\"],"                                                                                                                                                                                                                                
## [49] "        AREA[\"Between 78°W and 72°W, northern hemisphere between equator and 84°N, onshore and offshore. Bahamas. Canada - Nunavut; Ontario; Quebec. Colombia. Cuba. Ecuador. Greenland. Haiti. Jamaica. Panama. Turks and Caicos Islands. United States (USA). Venezuela.\"],"                        
## [50] "        BBOX[0,-78,84,-72]],"                                                                                                                                                                                                                                                                           
## [51] "    ID[\"EPSG\",32618]]"                                                                                                                                                                                                                                                                                
## [52] "Data axis to CRS axis mapping: 1,2"                                                                                                                                                                                                                                                                     
## [53] "Origin = (732000.000000000000000,4714000.000000000000000)"                                                                                                                                                                                                                                              
## [54] "Pixel Size = (1.000000000000000,-1.000000000000000)"                                                                                                                                                                                                                                                    
## [55] "Metadata:"                                                                                                                                                                                                                                                                                              
## [56] "  AREA_OR_POINT=Area"                                                                                                                                                                                                                                                                                   
## [57] "  TIFFTAG_ARTIST=Created by the National Ecological Observatory Network (NEON)"                                                                                                                                                                                                                         
## [58] "  TIFFTAG_COPYRIGHT=The National Ecological Observatory Network is a project sponsored by the National Science Foundation and managed under cooperative agreement by Battelle. This material is based in part upon work supported by the National Science Foundation under Grant No. DBI-0752017."      
## [59] "  TIFFTAG_DATETIME=Flown on 2022080312, 2022080412, 2022081213, 2022081413"                                                                                                                                                                                                                             
## [60] "  TIFFTAG_IMAGEDESCRIPTION=Elevation LiDAR - NEON.DP3.30024 acquired at HARV by RIEGL LASER MEASUREMENT SYSTEMS Q780 2220855 as part of 2022-P3C1"                                                                                                                                                      
## [61] "  TIFFTAG_MAXSAMPLEVALUE=434"                                                                                                                                                                                                                                                                           
## [62] "  TIFFTAG_MINSAMPLEVALUE=318"                                                                                                                                                                                                                                                                           
## [63] "  TIFFTAG_RESOLUTIONUNIT=2 (pixels/inch)"                                                                                                                                                                                                                                                               
## [64] "  TIFFTAG_SOFTWARE=Tif file created with a Matlab script (write_gtiff.m) written by Tristan Goulden (tgoulden@battelleecology.org) with data processed from the following scripts: create_tiles_from_mosaic.m, combine_dtm_dsm_gtif.m, lastools_workflow.csh which implemented LAStools version 210418."
## [65] "  TIFFTAG_XRESOLUTION=1"                                                                                                                                                                                                                                                                                
## [66] "  TIFFTAG_YRESOLUTION=1"                                                                                                                                                                                                                                                                                
## [67] "Image Structure Metadata:"                                                                                                                                                                                                                                                                              
## [68] "  INTERLEAVE=BAND"                                                                                                                                                                                                                                                                                      
## [69] "Corner Coordinates:"                                                                                                                                                                                                                                                                                    
## [70] "Upper Left  (  732000.000, 4714000.000) ( 72d10'28.52\"W, 42d32'36.84\"N)"                                                                                                                                                                                                                              
## [71] "Lower Left  (  732000.000, 4713000.000) ( 72d10'29.98\"W, 42d32' 4.46\"N)"                                                                                                                                                                                                                              
## [72] "Upper Right (  733000.000, 4714000.000) ( 72d 9'44.73\"W, 42d32'35.75\"N)"                                                                                                                                                                                                                              
## [73] "Lower Right (  733000.000, 4713000.000) ( 72d 9'46.20\"W, 42d32' 3.37\"N)"                                                                                                                                                                                                                              
## [74] "Center      (  732500.000, 4713500.000) ( 72d10' 7.36\"W, 42d32'20.11\"N)"                                                                                                                                                                                                                              
## [75] "Band 1 Block=1000x1 Type=Float32, ColorInterp=Gray"                                                                                                                                                                                                                                                     
## [76] "  Min=317.910 Max=433.940 "                                                                                                                                                                                                                                                                             
## [77] "  Minimum=317.910, Maximum=433.940, Mean=358.584, StdDev=17.156"                                                                                                                                                                                                                                        
## [78] "  NoData Value=-9999"                                                                                                                                                                                                                                                                                   
## [79] "  Metadata:"                                                                                                                                                                                                                                                                                            
## [80] "    STATISTICS_MAXIMUM=433.94000244141"                                                                                                                                                                                                                                                                 
## [81] "    STATISTICS_MEAN=358.58371301653"                                                                                                                                                                                                                                                                    
## [82] "    STATISTICS_MINIMUM=317.91000366211"                                                                                                                                                                                                                                                                 
## [83] "    STATISTICS_STDDEV=17.156044149253"                                                                                                                                                                                                                                                                  
## [84] "    STATISTICS_VALID_PERCENT=100"

It can be useful to use describe to explore your file before reading it into R.

Challenge: Explore Raster Metadata

Without using the terra function to read the file into R, determine the following information about the DTM file. This was downloaded at the same time as the DSM file, and as long as you didn't move the data, it should be located here: ~/data/DP3.30024.001/neon-aop-products/2022/FullSite/D01/2022_HARV_7/L3/DiscreteLidar/DTMGtif/NEON_D01_HARV_DP3_732000_4713000_DTM.tif.

  1. Does this file has the same CRS as DSM_HARV?
  2. What is the NoDataValue?
  3. What is resolution of the raster data?
  4. Is the file a multi- or single-band raster?
  5. On what dates was this site flown?

Vector 05: Crop Raster Data and Extract Summary Pixels Values From Rasters in R

This tutorial explains how to crop a raster using the extent of a vector shapefile. We will also cover how to extract values from a raster that occur within a set of polygons, or in a buffer (surrounding) region around a set of points.

Learning Objectives

After completing this tutorial, you will be able to:

  • Crop a raster to the extent of a vector layer.
  • Extract values from raster that correspond to a vector file overlay.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.

Install R Packages

  • raster: install.packages("raster")

  • rgdal: install.packages("rgdal")

  • sp: install.packages("sp")

  • More on Packages in R – Adapted from Software Carpentry.

Download Data

NEON Teaching Data Subset: Site Layout Shapefiles

These vector data provide information on the site characterization and infrastructure at the National Ecological Observatory Network's Harvard Forest field site. The Harvard Forest shapefiles are from the Harvard Forest GIS & Map archives. US Country and State Boundary layers are from the US Census Bureau.

Download Dataset

NEON Teaching Data Subset: Airborne Remote Sensing Data

The LiDAR and imagery data used to create this raster teaching data subset were collected over the National Ecological Observatory Network's Harvard Forest and San Joaquin Experimental Range field sites and processed at NEON headquarters. The entire dataset can be accessed by request from the NEON Data Portal.

Download Dataset


Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce learned skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

Crop a Raster to Vector Extent

We often work with spatial layers that have different spatial extents.

The three different vector types represented within a given spatial extent.
The spatial extent of a shapefile or R spatial object represents the geographic "edge" or location that is the furthest north, south east and west. Thus is represents the overall geographic coverage of the spatial object. Image Source: National Ecological Observatory Network (NEON)

The graphic below illustrates the extent of several of the spatial layers that we have worked with in this vector data tutorial series:

  • Area of interest (AOI) -- blue
  • Roads and trails -- purple
  • Vegetation plot locations -- black

and a raster file, that we will introduce this tutorial:

  • A canopy height model (CHM) in GeoTIFF format -- green

Comparison of extents of Roads, Plot Locations, Fisher Tower location, and Canopy Height Model at NEON Harvard Forest Field Site.

Frequent use cases of cropping a raster file include reducing file size and creating maps.

Sometimes we have a raster file that is much larger than our study area or area of interest. In this case, it is often most efficient to crop the raster to the extent of our study area to reduce file sizes as we process our data.

Cropping a raster can also be useful when creating visually appealing maps so that the raster layer matches the extent of the desired vector layers.

Import Data

We will begin by importing four vector shapefiles (field site boundary, roads/trails, tower location, and veg study plot locations) and one raster GeoTIFF file, a Canopy Height Model for the Harvard Forest, Massachusetts. These data can be used to create maps that characterize our study location.

If you have completed the Vector 00-04 tutorials in this Introduction to Working with Vector Data in R series, you can skip this code as you have already created these object.)

# load necessary packages
library(rgdal)  # for vector work; sp package should always load with rgdal. 
library (raster)

# set working directory to data folder
# setwd("pathToDirHere")

# Imported in Vector 00: Vector Data in R - Open & Plot Data
# shapefile 
aoiBoundary_HARV <- readOGR("NEON-DS-Site-Layout-Files/HARV/",
                            "HarClip_UTMZ18")
# Import a line shapefile
lines_HARV <- readOGR( "NEON-DS-Site-Layout-Files/HARV/",
                       "HARV_roads")
# Import a point shapefile 
point_HARV <- readOGR("NEON-DS-Site-Layout-Files/HARV/",
                      "HARVtower_UTM18N")

# Imported in  Vector 02: .csv to Shapefile in R
# import raster Canopy Height Model (CHM)
chm_HARV <- 
  raster("NEON-DS-Airborne-Remote-Sensing/HARV/CHM/HARV_chmCrop.tif")

Crop a Raster Using Vector Extent

We can use the crop function to crop a raster to the extent of another spatial object. To do this, we need to specify the raster to be cropped and the spatial object that will be used to crop the raster. R will use the extent of the spatial object as the cropping boundary.

# plot full CHM
plot(chm_HARV,
     main="LiDAR CHM - Not Cropped\nNEON Harvard Forest Field Site")

NEON Harvard Forest Field Site with a Canopy Height Model overlay.

# crop the chm
chm_HARV_Crop <- crop(x = chm_HARV, y = aoiBoundary_HARV)

# plot full CHM
plot(extent(chm_HARV),
     lwd=4,col="springgreen",
     main="LiDAR CHM - Cropped\nNEON Harvard Forest Field Site",
     xlab="easting", ylab="northing")

plot(chm_HARV_Crop,
     add=TRUE)

Comparison of original Canopy Height Model extent compared to cropped Canopy Height Model extent.

We can see from the plot above that the full CHM extent (plotted in green) is much larger than the resulting cropped raster. Our new cropped CHM now has the same extent as the aoiBoundary_HARV object that was used as a crop extent (blue boarder below).

NEON Harvard Forest Field Site with a Canopy Height Model overlay cropped to the same extent.

We can look at the extent of all the other objects.

# lets look at the extent of all of our objects
extent(chm_HARV)

## class      : Extent 
## xmin       : 731453 
## xmax       : 733150 
## ymin       : 4712471 
## ymax       : 4713838

extent(chm_HARV_Crop)

## class      : Extent 
## xmin       : 732128 
## xmax       : 732251 
## ymin       : 4713209 
## ymax       : 4713359

extent(aoiBoundary_HARV)

## class      : Extent 
## xmin       : 732128 
## xmax       : 732251.1 
## ymin       : 4713209 
## ymax       : 4713359

Which object has the largest extent? Our plot location extent is not the largest but it is larger than the AOI Boundary. It would be nice to see our vegetation plot locations with the Canopy Height Model information.

### Challenge: Crop to Vector Points Extent
  1. Crop the Canopy Height Model to the extent of the study plot locations.
  2. Plot the vegetation plot location points on top of the Canopy Height Model.

If you completed the .csv to Shapefile in R tutorial you have these plot locations as the spatial R spatial object plot.locationsSp_HARV. Otherwise, import the locations from the \HARV\PlotLocations_HARV.shp shapefile in the downloaded data.

Vegetation plots at NEON Harvard Forest Field Site with a Canopy Height Model overlay; note that one vegetation plot appears outside of the overlay.

In the plot above, created in the challenge, all the vegetation plot locations (blue) appear on the Canopy Height Model raster layer except for one. One is situated on the white space. Why?

A modification of the first figure in this tutorial is below, showing the relative extents of all the spatial objects. Notice that the extent for our vegetation plot layer (black) extends further west than the extent of our CHM raster (bright green). The crop function will make a raster extent smaller, it will not expand the extent in areas where there are no data. Thus, extent of our vegetation plot layer will still extend further west than the extent of our (cropped) raster data (dark green).

Comparison of extents of Roads, Plot Locations, and both the full-sized and cropped Canopy Height Models at NEON Harvard Forest Field Site.

Define an Extent

We can also use an extent() method to define an extent to be used as a cropping boundary. This creates an object of class extent.

# extent format (xmin,xmax,ymin,ymax)
new.extent <- extent(732161.2, 732238.7, 4713249, 4713333)
class(new.extent)

## [1] "Extent"
## attr(,"package")
## [1] "raster"

Once we have defined the extent, we can use the crop function to crop our raster.

# crop raster
CHM_HARV_manualCrop <- crop(x = chm_HARV, y = new.extent)

# plot extent boundary and newly cropped raster
plot(aoiBoundary_HARV, 
     main = "Manually Cropped Raster\n NEON Harvard Forest Field Site")
plot(new.extent, 
     col="brown", 
     lwd=4,
     add = TRUE)
plot(CHM_HARV_manualCrop, 
     add = TRUE)

NEON Harvard Forest Field Site with a manually cropped Canopy Height Model overlay.

Notice that our manually set new.extent (in red) is smaller than the aoiBoundary_HARV and that the raster is now the same as the new.extent object.

See the documentation for the extent() function for more ways to create an extent object using ??raster::extent

Extract Raster Pixels Values Using Vector Polygons

Often we want to extract values from a raster layer for particular locations - for example, plot locations that we are sampling on the ground.

Extraction of raster information using a polygon boundary.
Extract raster information using a polygon boundary. We can extract all pixel values within 20m of our x,y point of interest. These can then be summarized into some value of interest (e.g. mean, maximum, total). Source: National Ecological Observatory Network (NEON).

To do this in R, we use the extract() function. The extract() function requires:

  • The raster that we wish to extract values from
  • The vector layer containing the polygons that we wish to use as a boundary or boundaries

NOTE: We can tell it to store the output values in a data.frame using df=TRUE (optional, default is to NOT return a data.frame) .

We will begin by extracting all canopy height pixel values located within our aoiBoundary polygon which surrounds the tower located at the NEON Harvard Forest field site.

# extract tree height for AOI
# set df=TRUE to return a data.frame rather than a list of values
tree_height <- raster::extract(x = chm_HARV, 
                       y = aoiBoundary_HARV, 
                       df = TRUE)

# view the object
head(tree_height)

##   ID HARV_chmCrop
## 1  1        21.20
## 2  1        23.85
## 3  1        23.83
## 4  1        22.36
## 5  1        23.95
## 6  1        23.89

nrow(tree_height)

## [1] 18450

When we use the extract command, R extracts the value for each pixel located within the boundary of the polygon being used to perform the extraction, in this case the aoiBoundary object (1 single polygon). Using the aoiBoundary as the boundary polygon, the function extracted values from 18,450 pixels.

The extract function returns a list of values as default, but you can tell R to summarize the data in some way or to return the data as a data.frame (df=TRUE).

We can create a histogram of tree height values within the boundary to better understand the structure or height distribution of trees. We can also use the summary() function to view descriptive statistics including min, max and mean height values to help us better understand vegetation at our field site.

# view histogram of tree heights in study area
hist(tree_height$HARV_chmCrop, 
     main="Histogram of CHM Height Values (m) \nNEON Harvard Forest Field Site",
     col="springgreen",
     xlab="Tree Height", ylab="Frequency of Pixels")

Distribution of Canopy Height Model values at NEON Harvard Forest Field Site.

# view summary of values
summary(tree_height$HARV_chmCrop)

##    Min. 1st Qu.  Median    Mean 3rd Qu.    Max. 
##    2.03   21.36   22.81   22.43   23.97   38.17
  • Check out the documentation for the extract() function for more details (??raster::extract).

Summarize Extracted Raster Values

We often want to extract summary values from a raster. We can tell R the type of summary statistic we are interested in using the fun= method. Let's extract a mean height value for our AOI.

# extract the average tree height (calculated using the raster pixels)
# located within the AOI polygon
av_tree_height_AOI <- raster::extract(x = chm_HARV, 
                              y = aoiBoundary_HARV,
                              fun=mean, 
                              df=TRUE)

# view output
av_tree_height_AOI

##   ID HARV_chmCrop
## 1  1     22.43018

It appears that the mean height value, extracted from our LiDAR data derived canopy height model is 22.43 meters.

Extract Data using x,y Locations

We can also extract pixel values from a raster by defining a buffer or area surrounding individual point locations using the extract() function. To do this we define the summary method (fun=mean) and the buffer distance (buffer=20) which represents the radius of a circular region around each point.

The units of the buffer are the same units of the data CRS.

Extraction of raster information using a buffer region.
Extract raster information using a buffer region. All pixels that are touched by the buffer region are included in the extract. Source: National Ecological Observatory Network (NEON).

Let's put this into practice by figuring out the average tree height in the 20m around the tower location.

# what are the units of our buffer
crs(point_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

# extract the average tree height (height is given by the raster pixel value)
# at the tower location
# use a buffer of 20 meters and mean function (fun) 
av_tree_height_tower <- raster::extract(x = chm_HARV, 
                                y = point_HARV, 
                                buffer=20,
                                fun=mean, 
                                df=TRUE)

# view data
head(av_tree_height_tower)

##   ID HARV_chmCrop
## 1  1     22.38812

# how many pixels were extracted
nrow(av_tree_height_tower)

## [1] 1
### Challenge: Extract Raster Height Values For Plot Locations

Use the plot location points shapefile HARV/plot.locations_HARV.shp or spatial object plot.locationsSp_HARV to extract an average tree height value for the area within 20m of each vegetation plot location in the study area.

Create a simple plot showing the mean tree height of each plot using the plot() function in base-R.

Average tree height value for the area within 20m of each vegetation plot location at the NEON Harvard Forest Field Site.

Vector 04: Convert from .csv to a Shapefile in R

This tutorial will review how to import spatial points stored in .csv (Comma Separated Value) format into R as a spatial object - a SpatialPointsDataFrame. We will also reproject data imported in a shapefile format, export a shapefile from an R spatial object, and plot raster and vector data as layers in the same plot.

Learning Objectives

After completing this tutorial, you will be able to:

  • Import .csv files containing x,y coordinate locations into R.
  • Convert a .csv to a spatial object.
  • Project coordinate locations provided in a Geographic Coordinate System (Latitude, Longitude) to a projected coordinate system (UTM).
  • Plot raster and vector data in the same plot to create a map.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.

Install R Packages

  • raster: install.packages("raster")

  • rgdal: install.packages("rgdal")

  • sp: install.packages("sp")

  • More on Packages in R – Adapted from Software Carpentry.

Data to Download

NEON Teaching Data Subset: Site Layout Shapefiles

These vector data provide information on the site characterization and infrastructure at the National Ecological Observatory Network's Harvard Forest field site. The Harvard Forest shapefiles are from the Harvard Forest GIS & Map archives. US Country and State Boundary layers are from the US Census Bureau.

Download Dataset

NEON Teaching Data Subset: Airborne Remote Sensing Data

The LiDAR and imagery data used to create this raster teaching data subset were collected over the National Ecological Observatory Network's Harvard Forest and San Joaquin Experimental Range field sites and processed at NEON headquarters. The entire dataset can be accessed by request from the NEON Data Portal.

Download Dataset


Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce learned skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

Spatial Data in Text Format

The HARV_PlotLocations.csv file contains x, y (point) locations for study plots where NEON collects data on vegetation and other ecological metrics. We would like to:

  • Create a map of these plot locations.
  • Export the data in a shapefile format to share with our colleagues. This shapefile can be imported into any GIS software.
  • Create a map showing vegetation height with plot locations layered on top.

Spatial data are sometimes stored in a text file format (.txt or .csv). If the text file has an associated x and y location column, then we can convert it into an R spatial object, which, in the case of point data, will be a SpatialPointsDataFrame. The SpatialPointsDataFrame allows us to store both the x,y values that represent the coordinate location of each point and the associated attribute data, or columns describing each feature in the spatial object.

**Data Tip:** There is a `SpatialPoints` object (not `SpatialPointsDataFrame`) in R that does not allow you to store associated attributes.

We will use the rgdal and raster libraries in this tutorial.

# load packages
library(rgdal)  # for vector work; sp package should always load with rgdal 
library (raster)   # for metadata/attributes- vectors or rasters

# set working directory to data folder
# setwd("pathToDirHere")

Import .csv

To begin let's import the .csv file that contains plot coordinate x, y locations at the NEON Harvard Forest Field Site (HARV_PlotLocations.csv) into R. Note that we set stringsAsFactors=FALSE so our data imports as a character rather than a factor class.

# Read the .csv file
plot.locations_HARV <- 
  read.csv("NEON-DS-Site-Layout-Files/HARV/HARV_PlotLocations.csv",
           stringsAsFactors = FALSE)

# look at the data structure
str(plot.locations_HARV)

## 'data.frame':	21 obs. of  16 variables:
##  $ easting   : num  731405 731934 731754 731724 732125 ...
##  $ northing  : num  4713456 4713415 4713115 4713595 4713846 ...
##  $ geodeticDa: chr  "WGS84" "WGS84" "WGS84" "WGS84" ...
##  $ utmZone   : chr  "18N" "18N" "18N" "18N" ...
##  $ plotID    : chr  "HARV_015" "HARV_033" "HARV_034" "HARV_035" ...
##  $ stateProvi: chr  "MA" "MA" "MA" "MA" ...
##  $ county    : chr  "Worcester" "Worcester" "Worcester" "Worcester" ...
##  $ domainName: chr  "Northeast" "Northeast" "Northeast" "Northeast" ...
##  $ domainID  : chr  "D01" "D01" "D01" "D01" ...
##  $ siteID    : chr  "HARV" "HARV" "HARV" "HARV" ...
##  $ plotType  : chr  "distributed" "tower" "tower" "tower" ...
##  $ subtype   : chr  "basePlot" "basePlot" "basePlot" "basePlot" ...
##  $ plotSize  : int  1600 1600 1600 1600 1600 1600 1600 1600 1600 1600 ...
##  $ elevation : num  332 342 348 334 353 ...
##  $ soilTypeOr: chr  "Inceptisols" "Inceptisols" "Inceptisols" "Histosols" ...
##  $ plotdim_m : int  40 40 40 40 40 40 40 40 40 40 ...

Also note that plot.locations_HARV is a data.frame that contains 21 locations (rows) and 15 variables (attributes).

Next, let's explore data.frame to determine whether it contains columns with coordinate values. If we are lucky, our .csv will contain columns labeled:

  • "X" and "Y" OR
  • Latitude and Longitude OR
  • easting and northing (UTM coordinates)

Let's check out the column names of our file to look for these.

# view column names
names(plot.locations_HARV)

##  [1] "easting"    "northing"   "geodeticDa" "utmZone"    "plotID"    
##  [6] "stateProvi" "county"     "domainName" "domainID"   "siteID"    
## [11] "plotType"   "subtype"    "plotSize"   "elevation"  "soilTypeOr"
## [16] "plotdim_m"

Identify X,Y Location Columns

View the column names, we can see that our data.frame that contains several fields that might contain spatial information. The plot.locations_HARV$easting and plot.locations_HARV$northing columns contain these coordinate values.

# view first 6 rows of the X and Y columns
head(plot.locations_HARV$easting)

## [1] 731405.3 731934.3 731754.3 731724.3 732125.3 731634.3

head(plot.locations_HARV$northing)

## [1] 4713456 4713415 4713115 4713595 4713846 4713295

# note that  you can also call the same two columns using their COLUMN NUMBER
# view first 6 rows of the X and Y columns
head(plot.locations_HARV[,1])

## [1] 731405.3 731934.3 731754.3 731724.3 732125.3 731634.3

head(plot.locations_HARV[,2])

## [1] 4713456 4713415 4713115 4713595 4713846 4713295

So, we have coordinate values in our data.frame but in order to convert our data.frame to a SpatialPointsDataFrame, we also need to know the CRS associated with these coordinate values.

There are several ways to figure out the CRS of spatial data in text format.

  1. We can check the file metadata in hopes that the CRS was recorded in the data. For more information on metadata, check out the Why Metadata Are Important: How to Work with Metadata in Text & EML Format tutorial.
  2. We can explore the file itself to see if CRS information is embedded in the file header or somewhere in the data columns.

Following the easting and northing columns, there is a geodeticDa and a utmZone column. These appear to contain CRS information (datum and projection), so let's view those next.

# view first 6 rows of the X and Y columns
head(plot.locations_HARV$geodeticDa)

## [1] "WGS84" "WGS84" "WGS84" "WGS84" "WGS84" "WGS84"

head(plot.locations_HARV$utmZone)

## [1] "18N" "18N" "18N" "18N" "18N" "18N"

It is not typical to store CRS information in a column, but this particular file contains CRS information this way. The geodeticDa and utmZone columns contain the information that helps us determine the CRS:

  • geodeticDa: WGS84 -- this is geodetic datum WGS84
  • utmZone: 18

In When Vector Data Don't Line Up - Handling Spatial Projection & CRS in R tutorial we learned about the components of a proj4 string. We have everything we need to now assign a CRS to our data.frame.

To create the proj4 associated with UTM Zone 18 WGS84 we could look up the projection on the spatial reference website which contains a list of CRS formats for each projection:

  • This link shows the proj4 string for UTM Zone 18N WGS84.

However, if we have other data in the UTM Zone 18N projection, it's much easier to simply assign the crs() in proj4 format from that object to our new spatial object. Let's import the roads layer from Harvard forest and check out its CRS.

Note: if you do not have a CRS to borrow from another raster, see Option 2 in the next section for how to convert to a spatial object and assign a CRS.

# Import the line shapefile
lines_HARV <- readOGR( "NEON-DS-Site-Layout-Files/HARV/", "HARV_roads")

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HARV_roads"
## with 13 features
## It has 15 fields

# view CRS
crs(lines_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

# view extent
extent(lines_HARV)

## class      : Extent 
## xmin       : 730741.2 
## xmax       : 733295.5 
## ymin       : 4711942 
## ymax       : 4714260

Exploring the data above, we can see that the lines shapefile is in UTM zone 18N. We can thus use the CRS from that spatial object to convert our non-spatial data.frame into a spatialPointsDataFrame.

Next, let's create a crs object that we can use to define the CRS of our SpatialPointsDataFrame when we create it.

# create crs object
utm18nCRS <- crs(lines_HARV)
utm18nCRS

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

class(utm18nCRS)

## [1] "CRS"
## attr(,"package")
## [1] "sp"

.csv to R SpatialPointsDataFrame

Let's convert our data.frame into a SpatialPointsDataFrame. To do this, we need to specify:

  1. The columns containing X (easting) and Y (northing) coordinate values
  2. The CRS that the column coordinate represent (units are included in the CRS).
  3. Optional: the other columns stored in the data frame that you wish to append as attributes to your spatial object.

We can add the CRS in two ways; borrow the CRS from another raster that already has it assigned (Option 1) or to add it directly using the proj4string (Option 2).

Option 1: Borrow CRS

We will use the SpatialPointsDataFrame() function to perform the conversion and add the CRS from our utm18nCRS object.

# note that the easting and northing columns are in columns 1 and 2
plot.locationsSp_HARV <- SpatialPointsDataFrame(plot.locations_HARV[,1:2],
                    plot.locations_HARV,    #the R object to convert
                    proj4string = utm18nCRS)   # assign a CRS 
                                          
# look at CRS
crs(plot.locationsSp_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

Option 2: Assigning CRS

If we didn't have a raster from which to borrow the CRS, we can directly assign it using either of two equivalent, but slightly different syntaxes.

# first, convert the data.frame to spdf
r <- SpatialPointsDataFrame(plot.locations_HARV[,1:2],
                    plot.locations_HARV)

# second, assign the CRS in one of two ways
r <- crs("+proj=utm +zone=18 +datum=WGS84 +units=m +no_defs 
				 +ellps=WGS84 +towgs84=0,0,0" )
# or

crs(r) <- "+proj=utm +zone=18 +datum=WGS84 +units=m +no_defs 
				 +ellps=WGS84 +towgs84=0,0,0"

Plot Spatial Object

We now have a spatial R object, we can plot our newly created spatial object.

# plot spatial object
plot(plot.locationsSp_HARV, 
     main="Map of Plot Locations")

NEON Harvard Forest plot locations.

Define Plot Extent

In Open and Plot Shapefiles in R we learned about spatial object extent. When we plot several spatial layers in R, the first layer that is plotted becomes the extent of the plot. If we add additional layers that are outside of that extent, then the data will not be visible in our plot. It is thus useful to know how to set the spatial extent of a plot using xlim and ylim.

Let's first create a SpatialPolygon object from the NEON-DS-Site-Layout-Files/HarClip_UTMZ18 shapefile. (If you have completed Vector 00-02 tutorials in this Introduction to Working with Vector Data in R series, you can skip this code as you have already created this object.)

# create boundary object 
aoiBoundary_HARV <- readOGR("NEON-DS-Site-Layout-Files/HARV/",
                            "HarClip_UTMZ18")

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HarClip_UTMZ18"
## with 1 features
## It has 1 fields
## Integer64 fields read as strings:  id

To begin, let's plot our aoiBoundary object with our vegetation plots.

# plot Boundary
plot(aoiBoundary_HARV,
     main="AOI Boundary\nNEON Harvard Forest Field Site")

# add plot locations
plot(plot.locationsSp_HARV, 
     pch=8, add=TRUE)

Area of Interest Boundary (NEON Harvard Forest Field Site).

# no plots added, why? CRS?
# view CRS of each
crs(aoiBoundary_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

crs(plot.locationsSp_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

When we attempt to plot the two layers together, we can see that the plot locations are not rendered. Our data are in the same projection, so what is going on?

# view extent of each
extent(aoiBoundary_HARV)

## class      : Extent 
## xmin       : 732128 
## xmax       : 732251.1 
## ymin       : 4713209 
## ymax       : 4713359

extent(plot.locationsSp_HARV)

## class      : Extent 
## xmin       : 731405.3 
## xmax       : 732275.3 
## ymin       : 4712845 
## ymax       : 4713846

# add extra space to right of plot area; 
# par(mar=c(5.1, 4.1, 4.1, 8.1), xpd=TRUE)

plot(extent(plot.locationsSp_HARV),
     col="purple", 
     xlab="easting",
     ylab="northing", lwd=8,
     main="Extent Boundary of Plot Locations \nCompared to the AOI Spatial Object",
     ylim=c(4712400,4714000)) # extent the y axis to make room for the legend

plot(extent(aoiBoundary_HARV), 
     add=TRUE,
     lwd=6,
     col="springgreen")

legend("bottomright",
       #inset=c(-0.5,0),
       legend=c("Layer One Extent", "Layer Two Extent"),
       bty="n", 
       col=c("purple","springgreen"),
       cex=.8,
       lty=c(1,1),
       lwd=6)

Comparison of extent boundaries between plot locations and AOI spatial object at NEON Harvard Forest Field Site.

The extents of our two objects are different. plot.locationsSp_HARV is much larger than aoiBoundary_HARV. When we plot aoiBoundary_HARV first, R uses the extent of that object to as the plot extent. Thus the points in the plot.locationsSp_HARV object are not rendered. To fix this, we can manually assign the plot extent using xlims and ylims. We can grab the extent values from the spatial object that has a larger extent. Let's try it.

The three different vector types represented within a given spatial extent.
The spatial extent of a shapefile or R spatial object represents the geographic edge or location that is the furthest north, south, east and west. Thus is represents the overall geographic coverage of the spatial object. Source: National Ecological Observatory Network (NEON)
plotLoc.extent <- extent(plot.locationsSp_HARV)
plotLoc.extent

## class      : Extent 
## xmin       : 731405.3 
## xmax       : 732275.3 
## ymin       : 4712845 
## ymax       : 4713846

# grab the x and y min and max values from the spatial plot locations layer
xmin <- plotLoc.extent@xmin
xmax <- plotLoc.extent@xmax
ymin <- plotLoc.extent@ymin
ymax <- plotLoc.extent@ymax

# adjust the plot extent using x and ylim
plot(aoiBoundary_HARV,
     main="NEON Harvard Forest Field Site\nModified Extent",
     border="darkgreen",
     xlim=c(xmin,xmax),
     ylim=c(ymin,ymax))

plot(plot.locationsSp_HARV, 
     pch=8,
		 col="purple",
		 add=TRUE)

# add a legend
legend("bottomright", 
       legend=c("Plots", "AOI Boundary"),
       pch=c(8,NA),
       lty=c(NA,1),
       bty="n", 
       col=c("purple","darkgreen"),
       cex=.8)

Plot locations and AOI boundary at NEON Harvard Forest Field Site with modified extents.

## Challenge - Import & Plot Additional Points We want to add two phenology plots to our existing map of vegetation plot locations.

Import the .csv: HARV/HARV_2NewPhenPlots.csv into R and do the following:

  1. Find the X and Y coordinate locations. Which value is X and which value is Y?
  2. These data were collected in a geographic coordinate system (WGS84). Convert the data.frame into an R spatialPointsDataFrame.
  3. Plot the new points with the plot location points from above. Be sure to add a legend. Use a different symbol for the 2 new points! You may need to adjust the X and Y limits of your plot to ensure that both points are rendered by R!

If you have extra time, feel free to add roads and other layers to your map!

HINT: Refer to When Vector Data Don't Line Up - Handling Spatial Projection & CRS in R tutorial for more on working with geographic coordinate systems. You may want to "borrow" the projection from the objects used in that tutorial!

Vegetation and phenology plot locations at NEON Harvard Forest Field Site; one phenology plot is missing.Comparison of extent boundaries between vegetation and phenology plot locations at NEON Harvard Forest Field Site.Vegetation and phenology plot locations at NEON Harvard Forest Field Site; all points are visible.

Export a Shapefile

We can write an R spatial object to a shapefile using the writeOGR function in rgdal. To do this we need the following arguments:

  • the name of the spatial object (plot.locationsSp_HARV)
  • the directory where we want to save our shapefile (to use current = getwd() or you can specify a different path)
  • the name of the new shapefile (PlotLocations_HARV)
  • the driver which specifies the file format (ESRI Shapefile)

We can now export the spatial object as a shapefile.

# write a shapefile
writeOGR(plot.locationsSp_HARV, getwd(),
         "PlotLocations_HARV", driver="ESRI Shapefile")

Vector 03: When Vector Data Don't Line Up - Handling Spatial Projection & CRS in R

In this tutorial, we will create a base map of our study site using a United States state and country boundary accessed from the United States Census Bureau. We will learn how to map vector data that are in different CRS and thus don't line up on a map.

Learning Objectives

After completing this tutorial, you will be able to:

  • Identify the CRS of a spatial dataset.
  • Differentiate between with geographic vs. projected coordinate reference systems.
  • Use the proj4 string format which is one format used used to store & reference the CRS of a spatial object.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.

Install R Packages

  • raster: install.packages("raster")

  • rgdal: install.packages("rgdal")

  • sp: install.packages("sp")

  • More on Packages in R – Adapted from Software Carpentry.

Data to Download

NEON Teaching Data Subset: Site Layout Shapefiles

These vector data provide information on the site characterization and infrastructure at the National Ecological Observatory Network's Harvard Forest field site. The Harvard Forest shapefiles are from the Harvard Forest GIS & Map archives. US Country and State Boundary layers are from the US Census Bureau.

Download Dataset

NEON Teaching Data Subset: Airborne Remote Sensing Data

The LiDAR and imagery data used to create this raster teaching data subset were collected over the National Ecological Observatory Network's Harvard Forest and San Joaquin Experimental Range field sites and processed at NEON headquarters. The entire dataset can be accessed by request from the NEON Data Portal.

Download Dataset


Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce learned skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

Working With Spatial Data From Different Sources

To support a project, we often need to gather spatial datasets for from different sources and/or data that cover different spatial extents. Spatial data from different sources and that cover different extents are often in different Coordinate Reference Systems (CRS).

Some reasons for data being in different CRS include:

  1. The data are stored in a particular CRS convention used by the data provider; perhaps a federal agency or a state planning office.
  2. The data are stored in a particular CRS that is customized to a region. For instance, many states prefer to use a State Plane projection customized for that state.
Examples of how different projections will alter the shape of a map in different ways.
Maps of the United States using data in different projections. Notice the differences in shape associated with each different projection. These differences are a direct result of the calculations used to "flatten" the data onto a 2-dimensional map. Often data are stored purposefully in a particular projection that optimizes the relative shape and size of surrounding geographic boundaries (states, counties, countries, etc). Source: M. Corey, opennews.org

Check out this short video from Buzzfeed highlighting how map projections can make continents seems proportionally larger or smaller than they actually are!

In this tutorial we will learn how to identify and manage spatial data in different projections. We will learn how to reproject the data so that they are in the same projection to support plotting / mapping. Note that these skills are also required for any geoprocessing / spatial analysis, as data need to be in the same CRS to ensure accurate results.

We will use the rgdal and raster libraries in this tutorial.

# load packages
library(rgdal)  # for vector work; sp package should always load with rgdal. 
library (raster)   # for metadata/attributes- vectors or rasters

# set working directory to data folder
# setwd("pathToDirHere")

Import US Boundaries - Census Data

There are many good sources of boundary base layers that we can use to create a basemap. Some R packages even have these base layers built in to support quick and efficient mapping. In this tutorial, we will use boundary layers for the United States, provided by the United States Census Bureau.

It is useful to have shapefiles to work with because we can add additional attributes to them if need be - for project specific mapping.

Read US Boundary File

We will use the readOGR() function to import the /US-Boundary-Layers/US-State-Boundaries-Census-2014 layer into R. This layer contains the boundaries of all continental states in the U.S.. Please note that these data have been modified and reprojected from the original data downloaded from the Census website to support the learning goals of this tutorial.

# Read the .csv file
State.Boundary.US <- readOGR("NEON-DS-Site-Layout-Files/US-Boundary-Layers",
          "US-State-Boundaries-Census-2014")

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/US-Boundary-Layers", layer: "US-State-Boundaries-Census-2014"
## with 58 features
## It has 10 fields
## Integer64 fields read as strings:  ALAND AWATER

## Warning in readOGR("NEON-DS-Site-Layout-Files/US-Boundary-Layers", "US-
## State-Boundaries-Census-2014"): Z-dimension discarded

# look at the data structure
class(State.Boundary.US)

## [1] "SpatialPolygonsDataFrame"
## attr(,"package")
## [1] "sp"

Note: the Z-dimension warning is normal. The readOGR() function doesn't import z (vertical dimension or height) data by default. This is because not all shapefiles contain z dimension data.

Now, let's plot the U.S. states data.

# view column names
plot(State.Boundary.US, 
     main="Map of Continental US State Boundaries\n US Census Bureau Data")

Continental U.S. state boundaries.

U.S. Boundary Layer

We can add a boundary layer of the United States to our map to make it look nicer. We will import NEON-DS-Site-Layout-Files/US-Boundary-Layers/US-Boundary-Dissolved-States. If we specify a thicker line width using lwd=4 for the border layer, it will make our map pop!

# Read the .csv file
Country.Boundary.US <- readOGR("NEON-DS-Site-Layout-Files/US-Boundary-Layers",
          "US-Boundary-Dissolved-States")

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/US-Boundary-Layers", layer: "US-Boundary-Dissolved-States"
## with 1 features
## It has 9 fields
## Integer64 fields read as strings:  ALAND AWATER

## Warning in readOGR("NEON-DS-Site-Layout-Files/US-Boundary-Layers", "US-
## Boundary-Dissolved-States"): Z-dimension discarded

# look at the data structure
class(Country.Boundary.US)

## [1] "SpatialPolygonsDataFrame"
## attr(,"package")
## [1] "sp"

# view column names
plot(State.Boundary.US, 
     main="Map of Continental US State Boundaries\n US Census Bureau Data",
     border="gray40")

# view column names
plot(Country.Boundary.US, 
     lwd=4, 
     border="gray18",
     add=TRUE)

Continental U.S. state boundaries with the U.S. boundary emphasized with a thicker border.

Next, let's add the location of a flux tower where our study area is. As we are adding these layers, take note of the class of each object.

# Import a point shapefile 
point_HARV <- readOGR("NEON-DS-Site-Layout-Files/HARV/",
                      "HARVtower_UTM18N")

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HARVtower_UTM18N"
## with 1 features
## It has 14 fields

class(point_HARV)

## [1] "SpatialPointsDataFrame"
## attr(,"package")
## [1] "sp"

# plot point - looks ok? 
plot(point_HARV, 
     pch = 19, 
     col = "purple",
     main="Harvard Fisher Tower Location")

Fisher Tower location represented by a point.

The plot above demonstrates that the tower point location data are readable and will plot! Let's next add it as a layer on top of the U.S. states and boundary layers in our basemap plot.

# plot state boundaries  
plot(State.Boundary.US, 
     main="Map of Continental US State Boundaries \n with Tower Location",
     border="gray40")

# add US border outline 
plot(Country.Boundary.US, 
     lwd=4, 
     border="gray18",
     add=TRUE)

# add point tower location
plot(point_HARV, 
     pch = 19, 
     col = "purple",
     add=TRUE)

Continental U.S. state boundaries with the U.S. boundary emphasized with a thicker border; note that the Fisher Tower point is not currently visible.

What do you notice about the resultant plot? Do you see the tower location in purple in the Massachusetts area? No! So what went wrong?

Let's check out the CRS (crs()) of both datasets to see if we can identify any issues that might cause the point location to not plot properly on top of our U.S. boundary layers.

# view CRS of our site data
crs(point_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

# view crs of census data
crs(State.Boundary.US)

## CRS arguments: +proj=longlat +datum=WGS84 +no_defs

crs(Country.Boundary.US)

## CRS arguments: +proj=longlat +datum=WGS84 +no_defs

It looks like our data are in different CRS. We can tell this by looking at the CRS strings in proj4 format.

Understanding CRS in Proj4 Format

The CRS for our data are given to us by R in proj4 format. Let's break down the pieces of proj4 string. The string contains all of the individual CRS elements that R or another GIS might need. Each element is specified with a + sign, similar to how a .csv file is delimited or broken up by a ,. After each + we see the CRS element being defined. For example projection (proj=) and datum (datum=).

UTM Proj4 String

Our project string for point_HARV specifies the UTM projection as follows:

+proj=utm +zone=18 +datum=WGS84 +units=m +no_defs +ellps=WGS84 +towgs84=0,0,0

  • proj=utm: the projection is UTM
  • zone=18: the zone is 18
  • datum=WGS84: the datum WGS84 (the datum refers to the 0,0 reference for the coordinate system used in the projection)
  • units=m: the units for the coordinates are in METERS
  • ellps=WGS84: the ellipsoid (how the earth's roundness is calculated) for the data is WGS84

Note that the zone is unique to the UTM projection. Not all CRS will have a zone.

Geographic (lat / long) Proj4 String

Our project string for State.boundary.US and Country.boundary.US specifies the lat/long projection as follows:

+proj=longlat +datum=WGS84 +no_defs +ellps=WGS84 +towgs84=0,0,0

  • proj=longlat: the data are in a geographic (latitude and longitude) coordinate system
  • datum=WGS84: the datum is WGS84
  • ellps=WGS84: the ellipsoid is WGS84

Note that there are no specified units above. This is because this geographic coordinate reference system is in latitude and longitude which is most often recorded in Decimal Degrees.

**Data Tip:** the last portion of each `proj4` string is `+towgs84=0,0,0 `. This is a conversion factor that is used if a datum conversion is required. We will not deal with datums in this tutorial series.

CRS Units - View Object Extent

Next, let's view the extent or spatial coverage for the point_HARV spatial object compared to the State.Boundary.US object.

# extent for HARV in UTM
extent(point_HARV)

## class      : Extent 
## xmin       : 732183.2 
## xmax       : 732183.2 
## ymin       : 4713265 
## ymax       : 4713265

# extent for object in geographic
extent(State.Boundary.US)

## class      : Extent 
## xmin       : -124.7258 
## xmax       : -66.94989 
## ymin       : 24.49813 
## ymax       : 49.38436

Note the difference in the units for each object. The extent for State.Boundary.US is in latitude and longitude, which yields smaller numbers representing decimal degree units; however, our tower location point is in UTM, which is represented in meters.


Proj4 & CRS Resources

  • More information on the proj4 format.
  • A fairly comprehensive list of CRS by format.
  • To view a list of datum conversion factors, type projInfo(type = "datum") into the R console.

Reproject Vector Data

Now we know our data are in different CRS. To address this, we have to modify or reproject the data so they are all in the same CRS. We can use spTransform() function to reproject our data. When we reproject the data, we specify the CRS that we wish to transform our data to. This CRS contains the datum, units and other information that R needs to reproject our data.

The spTransform() function requires two inputs:

  1. The name of the object that you wish to transform
  2. The CRS that you wish to transform that object too. In this case we can use the crs() of the State.Boundary.US object as follows: crs(State.Boundary.US)
**Data Tip:** `spTransform()` will only work if your original spatial object has a CRS assigned to it AND if that CRS is the correct CRS!

Next, let's reproject our point layer into the geographic latitude and longitude WGS84 coordinate reference system (CRS).

# reproject data
point_HARV_WGS84 <- spTransform(point_HARV,
                                crs(State.Boundary.US))

# what is the CRS of the new object
crs(point_HARV_WGS84)

## CRS arguments: +proj=longlat +datum=WGS84 +no_defs

# does the extent look like decimal degrees?
extent(point_HARV_WGS84)

## class      : Extent 
## xmin       : -72.17266 
## xmax       : -72.17266 
## ymin       : 42.5369 
## ymax       : 42.5369

Once our data are reprojected, we can try to plot again.

# plot state boundaries  
plot(State.Boundary.US, 
     main="Map of Continental US State Boundaries\n With Fisher Tower Location",
     border="gray40")

# add US border outline 
plot(Country.Boundary.US, 
     lwd=4, 
     border="gray18",
     add=TRUE)

# add point tower location
plot(point_HARV_WGS84, 
     pch = 19, 
     col = "purple",
     add=TRUE)

Continental U.S. state boundaries with the U.S. country border emphasized with a thicker border and with the Fisher Tower represented as a point.

Reprojecting our data ensured that things line up on our map! It will also allow us to perform any required geoprocessing (spatial calculations / transformations) on our data.

## Challenge - Reproject Spatial Data

Create a map of the North Eastern United States as follows:

  1. Import and plot Boundary-US-State-NEast.shp. Adjust line width as necessary.
  2. Reproject the layer into UTM zone 18 north.
  3. Layer the Fisher Tower point location point_HARV on top of the above plot.
  4. Add a title to your plot.
  5. Add a legend to your plot that shows both the state boundary (line) and the Tower location point.

A close-up view of the northeastern U.S. with the Fisher Tower location as a point symbol.

Vector 01: Explore Shapefile Attributes & Plot Shapefile Objects by Attribute Value in R

This tutorial explains what shapefile attributes are and how to work with shapefile attributes in R. It also covers how to identify and query shapefile attributes, as well as subset shapefiles by specific attribute values. Finally, we will review how to plot a shapefile according to a set of attribute values.

Learning Objectives

After completing this tutorial, you will be able to:

  • Query shapefile attributes.
  • Subset shapefiles using specific attribute values.
  • Plot a shapefile, colored by unique attribute values.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.

Install R Packages

  • raster: install.packages("raster")
  • rgdal: install.packages("rgdal")
  • sp: install.packages("sp")

More on Packages in R – Adapted from Software Carpentry.

Download Data

NEON Teaching Data Subset: Site Layout Shapefiles

These vector data provide information on the site characterization and infrastructure at the National Ecological Observatory Network's Harvard Forest field site. The Harvard Forest shapefiles are from the Harvard Forest GIS & Map archives. US Country and State Boundary layers are from the US Census Bureau.

Download Dataset

Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce learned skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

Shapefile Metadata & Attributes

When we import a shapefile into R, the readOGR() function automatically stores metadata and attributes associated with the file.

Load the Data

To work with vector data in R, we can use the rgdal library. The raster package also allows us to explore metadata using similar commands for both raster and vector files.

We will import three shapefiles. The first is our AOI or area of interest boundary polygon that we worked with in Open and Plot Shapefiles in R. The second is a shapefile containing the location of roads and trails within the field site. The third is a file containing the Fisher tower location.

If you completed the Open and Plot Shapefiles in R. tutorial, you can skip this code.

# load packages
# rgdal: for vector work; sp package should always load with rgdal. 
library(rgdal)  
# raster: for metadata/attributes- vectors or rasters
library (raster)   

# set working directory to data folder
# setwd("pathToDirHere")

# Import a polygon shapefile
aoiBoundary_HARV <- readOGR("NEON-DS-Site-Layout-Files/HARV",
                            "HarClip_UTMZ18", stringsAsFactors = T)

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HarClip_UTMZ18"
## with 1 features
## It has 1 fields
## Integer64 fields read as strings:  id

# Import a line shapefile
lines_HARV <- readOGR( "NEON-DS-Site-Layout-Files/HARV", "HARV_roads", stringsAsFactors = T)

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HARV_roads"
## with 13 features
## It has 15 fields

# Import a point shapefile 
point_HARV <- readOGR("NEON-DS-Site-Layout-Files/HARV",
                      "HARVtower_UTM18N", stringsAsFactors = T)

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HARVtower_UTM18N"
## with 1 features
## It has 14 fields

Query Shapefile Metadata

Remember, as covered in Open and Plot Shapefiles in R., we can view metadata associated with an R object using:

  • class() - Describes the type of vector data stored in the object.
  • length() - How many features are in this spatial object?
  • object extent() - The spatial extent (geographic area covered by) features in the object.
  • coordinate reference system (crs()) - The spatial projection that the data are in.

Let's explore the metadata for our point_HARV object.

# view class
class(x = point_HARV)

## [1] "SpatialPointsDataFrame"
## attr(,"package")
## [1] "sp"

# x= isn't actually needed; it just specifies which object
# view features count
length(point_HARV)

## [1] 1

# view crs - note - this only works with the raster package loaded
crs(point_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

# view extent- note - this only works with the raster package loaded
extent(point_HARV)

## class      : Extent 
## xmin       : 732183.2 
## xmax       : 732183.2 
## ymin       : 4713265 
## ymax       : 4713265

# view metadata summary
point_HARV

## class       : SpatialPointsDataFrame 
## features    : 1 
## extent      : 732183.2, 732183.2, 4713265, 4713265  (xmin, xmax, ymin, ymax)
## crs         : +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs 
## variables   : 14
## names       : Un_ID, Domain, DomainName,       SiteName, Type,       Sub_Type,     Lat,      Long, Zone,       Easting,       Northing,                Ownership,    County, annotation 
## value       :     A,      1,  Northeast, Harvard Forest, Core, Advanced Tower, 42.5369, -72.17266,   18, 732183.193774, 4713265.041137, Harvard University, LTER, Worcester,         C1

About Shapefile Attributes

Shapefiles often contain an associated database or spreadsheet of values called attributes that describe the vector features in the shapefile. You can think of this like a spreadsheet with rows and columns. Each column in the spreadsheet is an individual attribute that describes an object. Shapefile attributes include measurements that correspond to the geometry of the shapefile features.

For example, the HARV_Roads shapefile (lines_HARV object) contains an attribute called TYPE. Each line in the shapefile has an associated TYPE which describes the type of road (woods road, footpath, boardwalk, or stone wall).

Example attribute tables for each different type of vector object.
The shapefile format allows us to store attributes for each feature (vector object) stored in the shapefile. The attribute table is similar to a spreadsheet. There is a row for each feature. The first column contains the unique ID of the feature. We can add additional columns that describe the feature. Image Source: National Ecological Observatory Network (NEON)

We can look at all of the associated data attributes by printing the contents of the data slot with objectName@data. We can use the base R length function to count the number of attributes associated with a spatial object too.

# just view the attributes & first 6 attribute values of the data
head(lines_HARV@data)

##   OBJECTID_1 OBJECTID       TYPE             NOTES MISCNOTES RULEID
## 0         14       48 woods road Locust Opening Rd      <NA>      5
## 1         40       91   footpath              <NA>      <NA>      6
## 2         41      106   footpath              <NA>      <NA>      6
## 3        211      279 stone wall              <NA>      <NA>      1
## 4        212      280 stone wall              <NA>      <NA>      1
## 5        213      281 stone wall              <NA>      <NA>      1
##            MAPLABEL SHAPE_LENG             LABEL BIKEHORSE RESVEHICLE
## 0 Locust Opening Rd 1297.35706 Locust Opening Rd         Y         R1
## 1              <NA>  146.29984              <NA>         Y         R1
## 2              <NA>  676.71804              <NA>         Y         R2
## 3              <NA>  231.78957              <NA>      <NA>       <NA>
## 4              <NA>   45.50864              <NA>      <NA>       <NA>
## 5              <NA>  198.39043              <NA>      <NA>       <NA>
##   RECMAP Shape_Le_1                            ResVehic_1
## 0      Y 1297.10617    R1 - All Research Vehicles Allowed
## 1      Y  146.29983    R1 - All Research Vehicles Allowed
## 2      Y  676.71807 R2 - 4WD/High Clearance Vehicles Only
## 3   <NA>  231.78962                                  <NA>
## 4   <NA>   45.50859                                  <NA>
## 5   <NA>  198.39041                                  <NA>
##                    BicyclesHo
## 0 Bicycles and Horses Allowed
## 1 Bicycles and Horses Allowed
## 2 Bicycles and Horses Allowed
## 3                        <NA>
## 4                        <NA>
## 5                        <NA>

# how many attributes are in our vector data object?
length(lines_HARV@data)

## [1] 15

We can view the individual name of each attribute using the names(lines_HARV@data) method in R. We could also view just the first 6 rows of attribute values using head(lines_HARV@data).

Let's give it a try.

# view just the attribute names for the lines_HARV spatial object
names(lines_HARV@data)

##  [1] "OBJECTID_1" "OBJECTID"   "TYPE"       "NOTES"      "MISCNOTES" 
##  [6] "RULEID"     "MAPLABEL"   "SHAPE_LENG" "LABEL"      "BIKEHORSE" 
## [11] "RESVEHICLE" "RECMAP"     "Shape_Le_1" "ResVehic_1" "BicyclesHo"
### Challenge: Attributes for Different Spatial Classes Explore the attributes associated with the `point_HARV` and `aoiBoundary_HARV` spatial objects.
  1. How many attributes do each have?

  2. Who owns the site in the point_HARV data object?

  3. Which of the following is NOT an attribute of the point data object?

    A) Latitude B) County C) Country

Explore Values within One Attribute

We can explore individual values stored within a particular attribute. Again, comparing attributes to a spreadsheet or a data.frame is similar to exploring values in a column. We can do this using the $ and the name of the attribute: objectName$attributeName.

# view all attributes in the lines shapefile within the TYPE field
lines_HARV$TYPE

##  [1] woods road footpath   footpath   stone wall stone wall stone wall
##  [7] stone wall stone wall stone wall boardwalk  woods road woods road
## [13] woods road
## Levels: boardwalk footpath stone wall woods road

# view unique values within the "TYPE" attributes
levels(lines_HARV@data$TYPE)

## [1] "boardwalk"  "footpath"   "stone wall" "woods road"

Notice that two of our TYPE attribute values consist of two separate words: stone wall and woods road. There are really four unique TYPE values, not six TYPE values.

Subset Shapefiles

We can use the objectName$attributeName syntax to select a subset of features from a spatial object in R.

# select features that are of TYPE "footpath"
# could put this code into other function to only have that function work on
# "footpath" lines
lines_HARV[lines_HARV$TYPE == "footpath",]

## class       : SpatialLinesDataFrame 
## features    : 2 
## extent      : 731954.5, 732232.3, 4713131, 4713726  (xmin, xmax, ymin, ymax)
## crs         : +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs 
## variables   : 15
## names       : OBJECTID_1, OBJECTID,     TYPE, NOTES, MISCNOTES, RULEID, MAPLABEL,    SHAPE_LENG, LABEL, BIKEHORSE, RESVEHICLE, RECMAP,    Shape_Le_1,                            ResVehic_1,                  BicyclesHo 
## min values  :         40,       91, footpath,    NA,        NA,      6,       NA, 146.299844868,    NA,         Y,         R1,      Y, 146.299831389,    R1 - All Research Vehicles Allowed, Bicycles and Horses Allowed 
## max values  :         41,      106, footpath,    NA,        NA,      6,       NA,  676.71804248,    NA,         Y,         R2,      Y, 676.718065323, R2 - 4WD/High Clearance Vehicles Only, Bicycles and Horses Allowed

# save an object with only footpath lines
footpath_HARV <- lines_HARV[lines_HARV$TYPE == "footpath",]
footpath_HARV

## class       : SpatialLinesDataFrame 
## features    : 2 
## extent      : 731954.5, 732232.3, 4713131, 4713726  (xmin, xmax, ymin, ymax)
## crs         : +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs 
## variables   : 15
## names       : OBJECTID_1, OBJECTID,     TYPE, NOTES, MISCNOTES, RULEID, MAPLABEL,    SHAPE_LENG, LABEL, BIKEHORSE, RESVEHICLE, RECMAP,    Shape_Le_1,                            ResVehic_1,                  BicyclesHo 
## min values  :         40,       91, footpath,    NA,        NA,      6,       NA, 146.299844868,    NA,         Y,         R1,      Y, 146.299831389,    R1 - All Research Vehicles Allowed, Bicycles and Horses Allowed 
## max values  :         41,      106, footpath,    NA,        NA,      6,       NA,  676.71804248,    NA,         Y,         R2,      Y, 676.718065323, R2 - 4WD/High Clearance Vehicles Only, Bicycles and Horses Allowed

# how many features are in our new object
length(footpath_HARV)

## [1] 2

Our subsetting operation reduces the features count from 13 to 2. This means that only two feature lines in our spatial object have the attribute "TYPE=footpath".

We can plot our subsetted shapefiles.

# plot just footpaths
plot(footpath_HARV,
     lwd=6,
     main="NEON Harvard Forest Field Site\n Footpaths")

Foothpaths at NEON Harvard Forest Field Site.

Interesting! Above, it appeared as if we had 2 features in our footpaths subset. Why does the plot look like there is only one feature?

Let's adjust the colors used in our plot. If we have 2 features in our vector object, we can plot each using a unique color by assigning unique colors (col=) to our features. We use the syntax

col="c("colorOne","colorTwo")

to do this.

# plot just footpaths
plot(footpath_HARV,
     col=c("green","blue"), # set color for each feature 
     lwd=6,
     main="NEON Harvard Forest Field Site\n Footpaths \n Feature one = blue, Feature two= green")

Foothpaths at NEON Harvard Forest Field Site with color varied by feature type.

Now, we see that there are in fact two features in our plot!

### Challenge: Subset Spatial Line Objects Subset out all:
  1. boardwalk from the lines layer and plot it.
  2. stone wall features from the lines layer and plot it.

For each plot, color each feature using a unique color.

Boardwalks at NEON Harvard Forest Field Site with color varied by feature type.Stone walls at NEON Harvard Forest Field Site with color varied by feature type.

Plot Lines by Attribute Value

To plot vector data with the color determined by a set of attribute values, the attribute values must be class = factor. A factor is similar to a category.

  • you can group vector objects by a particular category value - for example you can group all lines of TYPE=footpath. However, in R, a factor can also have a determined order.

By default, R will import spatial object attributes as factors.

**Data Tip:** If our data attribute values are not read in as factors, we can convert the categorical attribute values using `as.factor()`.
# view the original class of the TYPE column
class(lines_HARV$TYPE)

## [1] "factor"

# view levels or categories - note that there are no categories yet in our data!
# the attributes are just read as a list of character elements.
levels(lines_HARV$TYPE)

## [1] "boardwalk"  "footpath"   "stone wall" "woods road"

# Convert the TYPE attribute into a factor
# Only do this IF the data do not import as a factor!
# lines_HARV$TYPE <- as.factor(lines_HARV$TYPE)
# class(lines_HARV$TYPE)
# levels(lines_HARV$TYPE)

# how many features are in each category or level?
summary(lines_HARV$TYPE)

##  boardwalk   footpath stone wall woods road 
##          1          2          6          4

When we use plot(), we can specify the colors to use for each attribute using the col= element. To ensure that R renders each feature by it's associated factor / attribute value, we need to create a vector or colors - one for each feature, according to it's associated attribute value / factor value.

To create this vector we can use the following syntax:

c("colorOne", "colorTwo","colorThree")[object$factor]

Note in the above example we have:

  1. a vector of colors - one for each factor value (unique attribute value)
  2. the attribute itself ([object$factor]) of class factor

Let's give this a try.

# Check the class of the attribute - is it a factor?
class(lines_HARV$TYPE)

## [1] "factor"

# how many "levels" or unique values does the factor have?
# view factor values
levels(lines_HARV$TYPE)

## [1] "boardwalk"  "footpath"   "stone wall" "woods road"

# count the number of unique values or levels
length(levels(lines_HARV$TYPE))

## [1] 4

# create a color palette of 4 colors - one for each factor level
roadPalette <- c("blue","green","grey","purple")
roadPalette

## [1] "blue"   "green"  "grey"   "purple"

# create a vector of colors - one for each feature in our vector object
# according to its attribute value
roadColors <- c("blue","green","grey","purple")[lines_HARV$TYPE]
roadColors

##  [1] "purple" "green"  "green"  "grey"   "grey"   "grey"   "grey"  
##  [8] "grey"   "grey"   "blue"   "purple" "purple" "purple"

# plot the lines data, apply a diff color to each factor level)
plot(lines_HARV, 
     col=roadColors,
     lwd=3,
     main="NEON Harvard Forest Field Site\n Roads & Trails")

Roads and trails at NEON Harvard Forest Field Site with color varied by attribute factor level.

Adjust Line Width

We can also adjust the width of our plot lines using lwd. We can set all lines to be thicker or thinner using lwd=.

# make all lines thicker
plot(lines_HARV, 
     col=roadColors,
     main="NEON Harvard Forest Field Site\n Roads & Trails\n All Lines Thickness=6",
     lwd=6)

Roads and trails at NEON Harvard Forest Field Site with color varied by attribute factor value and uniformly thick line width.

Adjust Line Width by Attribute

If we want a unique line width for each factor level or attribute category in our spatial object, we can use the same syntax that we used for colors, above:

lwd=c("widthOne", "widthTwo","widthThree")[object$factor]

Note that this requires the attribute to be of class factor. Let's give it a try.

class(lines_HARV$TYPE)

## [1] "factor"

levels(lines_HARV$TYPE)

## [1] "boardwalk"  "footpath"   "stone wall" "woods road"

# create vector of line widths
lineWidths <- (c(1,2,3,4))[lines_HARV$TYPE]
# adjust line width by level
# in this case, boardwalk (the first level) is the widest.
plot(lines_HARV, 
     col=roadColors,
     main="NEON Harvard Forest Field Site\n Roads & Trails \n Line width varies by TYPE Attribute Value",
     lwd=lineWidths)

Roads and trails at NEON Harvard Forest Field Site with color and line width varied by attribute factor value.

### Challenge: Plot Line Width by Attribute We can customize the width of each line, according to specific attribute value, too. To do this, we create a vector of line width values, and map that vector to the factor levels - using the same syntax that we used above for colors. HINT: `lwd=(vector of line width thicknesses)[spatialObject$factorAttribute]`

Create a plot of roads using the following line thicknesses:

  1. woods road lwd=8
  2. Boardwalks lwd = 2
  3. footpath lwd=4
  4. stone wall lwd=3

Roads and trails at NEON Harvard Forest Field Site with color and line width varied by specific attribute value.

**Data Tip:** Given we have a factor with 4 levels, we can create an vector of numbers, each of which specifies the thickness of each feature in our `SpatialLinesDataFrame` by factor level (category): `c(6,4,1,2)[lines_HARV$TYPE]`

Add Plot Legend

We can add a legend to our plot too. When we add a legend, we use the following elements to specify labels and colors:

  • bottomright: We specify the location of our legend by using a default keyword. We could also use top, topright, etc.
  • levels(objectName$attributeName): Label the legend elements using the categories of levels in an attribute (e.g., levels(lines_HARV$TYPE) means use the levels boardwalk, footpath, etc).
  • fill=: apply unique colors to the boxes in our legend. palette() is the default set of colors that R applies to all plots.

Let's add a legend to our plot.

plot(lines_HARV, 
     col=roadColors,
     main="NEON Harvard Forest Field Site\n Roads & Trails\n Default Legend")

# we can use the color object that we created above to color the legend objects
roadPalette

## [1] "blue"   "green"  "grey"   "purple"

# add a legend to our map
legend("bottomright",   # location of legend
      legend=levels(lines_HARV$TYPE), # categories or elements to render in 
			 # the legend
      fill=roadPalette) # color palette to use to fill objects in legend.

Roads and trails at NEON Harvard Forest Field Site with color varied by attribute factor value and with a default legend.

We can tweak the appearance of our legend too.

  • bty=n: turn off the legend BORDER
  • cex: change the font size

Let's try it out.

plot(lines_HARV, 
     col=roadColors,
     main="NEON Harvard Forest Field Site\n Roads & Trails \n Modified Legend")
# add a legend to our map
legend("bottomright", 
       legend=levels(lines_HARV$TYPE), 
       fill=roadPalette, 
       bty="n", # turn off the legend border
       cex=.8) # decrease the font / legend size

Roads and trails at NEON Harvard Forest Field Site with color varied by attribute factor value and with a modified legend.

We can modify the colors used to plot our lines by creating a new color vector directly in the plot code rather than creating a separate object.

col=(newColors)[lines_HARV$TYPE]

Let's try it!

# manually set the colors for the plot!
newColors <- c("springgreen", "blue", "magenta", "orange")
newColors

## [1] "springgreen" "blue"        "magenta"     "orange"

# plot using new colors
plot(lines_HARV, 
     col=(newColors)[lines_HARV$TYPE],
     main="NEON Harvard Forest Field Site\n Roads & Trails \n Pretty Colors")

# add a legend to our map
legend("bottomright", 
       levels(lines_HARV$TYPE), 
       fill=newColors, 
       bty="n", cex=.8)

Roads and trails at NEON Harvard Forest Field Site with manually set colors and with a modified legend.

**Data Tip:** You can modify the default R color palette using the palette method. For example `palette(rainbow(6))` or `palette(terrain.colors(6))`. You can reset the palette colors using `palette("default")`!
### Challenge: Plot Lines by Attribute Create a plot that emphasizes only roads where bicycles and horses are allowed. To emphasize this, make the lines where bicycles are not allowed THINNER than the roads where bicycles are allowed. NOTE: this attribute information is located in the `lines_HARV$BicyclesHo` attribute.

Be sure to add a title and legend to your map! You might consider a color palette that has all bike/horse-friendly roads displayed in a bright color. All other lines can be grey.

Roads where Bikes and Horses are Allowed on NEON Harvard Forest Field Site with lines varied by attribute factor and with a modified legend.

### Challenge: Plot Polygon by Attribute
  1. Create a map of the State boundaries in the United States using the data located in your downloaded data folder: NEON-DS-Site-Layout-Files/US-Boundary-Layers\US-State-Boundaries-Census-2014. Apply a fill color to each state using its region value. Add a legend.

  2. Using the NEON-DS-Site-Layout-Files/HARV/PlotLocations_HARV.shp shapefile, create a map of study plot locations, with each point colored by the soil type (soilTypeOr). Question: How many different soil types are there at this particular field site?

  3. BONUS -- modify the field site plot above. Plot each point, using a different symbol. HINT: you can assign the symbol using pch= value. You can create a vector object of symbols by factor level using the syntax syntax that we used above to create a vector of lines widths and colors: pch=c(15,17)[lines_HARV$soilTypeOr]. Type ?pch to learn more about pch or use google to find a list of pch symbols that you can use in R.

Contiguous U.S. State Boundaries with color varied by region and with a modified legend.Soil Study Plots by Soil Type at NEON Harvard Forest Field Site with color varied by type and one symbol for all types and with a modified legend.Soil Study Plots by Soil Type at NEON Harvard Forest Field Site with color varied by type and unique symbols for each type and with a modified legend.

Vector 00: Open and Plot Shapefiles in R - Getting Started with Point, Line and Polygon Vector Data

In this tutorial, we will open and plot point, line and polygon vector data stored in shapefile format in R.

Learning Objectives

After completing this tutorial, you will be able to:

  • Explain the difference between point, line, and polygon vector elements.
  • Describe the differences between opening point, line and polygon shapefiles in R.
  • Describe the components of a spatial object in R.
  • Read a shapefile into R.

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.

Install R Packages

  • raster: install.packages("raster")
  • rgdal: install.packages("rgdal")
  • sp: install.packages("sp")

More on Packages in R – Adapted from Software Carpentry.

Download Data

NEON Teaching Data Subset: Site Layout Shapefiles

These vector data provide information on the site characterization and infrastructure at the National Ecological Observatory Network's Harvard Forest field site. The Harvard Forest shapefiles are from the Harvard Forest GIS & Map archives. US Country and State Boundary layers are from the US Census Bureau.

Download Dataset

Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce learned skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

About Vector Data

Vector data are composed of discrete geometric locations (x,y values) known as vertices that define the "shape" of the spatial object. The organization of the vertices, determines the type of vector that we are working with: point, line or polygon.

The three different types of vector objects: points, lines, and polygons.
There are 3 types of vector objects: points, lines or polygons. Each object type has a different structure. Image Source: National Ecological Observatory Network (NEON)
  • Points: Each individual point is defined by a single x, y coordinate. There can be many points in a vector point file. Examples of point data include: sampling locations, the location of individual trees or the location of plots.
  • Lines: Lines are composed of many (at least 2) vertices, or points, that are connected. For instance, a road or a stream may be represented by a line. This line is composed of a series of segments, each "bend" in the road or stream represents a vertex that has defined x, y location.
  • Polygons: A polygon consists of 3 or more vertices that are connected and "closed". Thus the outlines of plot boundaries, lakes, oceans, and states or countries are often represented by polygons. Occasionally, a polygon can have a hole in the middle of it (like a doughnut), this is something to be aware of but not an issue we will deal with in this tutorial.
**Data Tip:** Sometimes, boundary layers such as states and countries, are stored as lines rather than polygons. However, these boundaries, when represented as a line, will not create a closed object with a defined "area" that can be "filled".

Shapefiles: Points, Lines, and Polygons

Geospatial data in vector format are often stored in a shapefile format. Because the structure of points, lines, and polygons are different, each individual shapefile can only contain one vector type (all points, all lines or all polygons). You will not find a mixture of point, line and polygon objects in a single shapefile.

Objects stored in a shapefile often have a set of associated attributes that describe the data. For example, a line shapefile that contains the locations of streams, might contain the associated stream name, stream "order" and other information about each stream line object.

  • More about shapefiles can found on Wikipedia.

Import Shapefiles

We will use the rgdal package to work with vector data in R. Notice that the sp package automatically loads when rgdal is loaded. We will also load the raster package so we can explore raster and vector spatial metadata using similar commands.

# load required libraries
# for vector work; sp package will load with rgdal.
library(rgdal)  
# for metadata/attributes- vectors or rasters
library(raster) 

# set working directory to the directory location on your computer where
# you downloaded and unzipped the data files for the tutorial
# setwd("pathToDirHere")

The shapefiles that we will import are:

  • A polygon shapefile representing our field site boundary,
  • A line shapefile representing roads, and
  • A point shapefile representing the location of the Fisher
    flux tower located at the NEON Harvard Forest field site.

The first shapefile that we will open contains the boundary of our study area (or our Area Of Interest or AOI, hence the name aoiBoundary). To import shapefiles we use the R function readOGR().

readOGR() requires two components:

  1. The directory where our shapefile lives: NEON-DS-Site-Layout-Files/HARV
  2. The name of the shapefile (without the extension): HarClip_UTMZ18

Let's import our AOI.

# Import a polygon shapefile: readOGR("path","fileName")
# no extension needed as readOGR only imports shapefiles
aoiBoundary_HARV <- readOGR(dsn=path.expand("NEON-DS-Site-Layout-Files/HARV"),
                            layer="HarClip_UTMZ18")

## OGR data source with driver: ESRI Shapefile 
## Source: "/Users/olearyd/Git/data/NEON-DS-Site-Layout-Files/HARV", layer: "HarClip_UTMZ18"
## with 1 features
## It has 1 fields
## Integer64 fields read as strings:  id
**Data Tip:** The acronym, OGR, refers to the OpenGIS Simple Features Reference Implementation. Learn more about OGR.

Shapefile Metadata & Attributes

When we import the HarClip_UTMZ18 shapefile layer into R (as our aoiBoundary_HARV object), the readOGR() function automatically stores information about the data. We are particularly interested in the geospatial metadata, describing the format, CRS, extent, and other components of the vector data, and the attributes which describe properties associated with each individual vector object.

**Data Tip:** The *Shapefile Metadata & Attributes in R* tutorial provides more information on both metadata and attributes and using attributes to subset and plot data.

Spatial Metadata

Key metadata for all shapefiles include:

  1. Object Type: the class of the imported object.
  2. Coordinate Reference System (CRS): the projection of the data.
  3. Extent: the spatial extent (geographic area that the shapefile covers) of the shapefile. Note that the spatial extent for a shapefile represents the extent for ALL spatial objects in the shapefile.

We can view shapefile metadata using the class, crs and extent methods:

# view just the class for the shapefile
class(aoiBoundary_HARV)

## [1] "SpatialPolygonsDataFrame"
## attr(,"package")
## [1] "sp"

# view just the crs for the shapefile
crs(aoiBoundary_HARV)

## CRS arguments:
##  +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs

# view just the extent for the shapefile
extent(aoiBoundary_HARV)

## class      : Extent 
## xmin       : 732128 
## xmax       : 732251.1 
## ymin       : 4713209 
## ymax       : 4713359

# view all metadata at same time
aoiBoundary_HARV

## class       : SpatialPolygonsDataFrame 
## features    : 1 
## extent      : 732128, 732251.1, 4713209, 4713359  (xmin, xmax, ymin, ymax)
## crs         : +proj=utm +zone=18 +datum=WGS84 +units=m +no_defs 
## variables   : 1
## names       : id 
## value       :  1

Our aoiBoundary_HARV object is a polygon of class SpatialPolygonsDataFrame, in the CRS UTM zone 18N. The CRS is critical to interpreting the object extent values as it specifies units.

The three different vector types represented within a given spatial extent.
The spatial extent of a shapefile or R spatial object represents the geographic "edge" or location that is the furthest north, south east and west. Thus is represents the overall geographic coverage of the spatial object. Image Source: National Ecological Observatory Network (NEON)

Spatial Data Attributes

Each object in a shapefile has one or more attributes associated with it. Shapefile attributes are similar to fields or columns in a spreadsheet. Each row in the spreadsheet has a set of columns associated with it that describe the row element. In the case of a shapefile, each row represents a spatial object - for example, a road, represented as a line in a line shapefile, will have one "row" of attributes associated with it. These attributes can include different types of information that describe objects stored within a shapefile. Thus, our road, may have a name, length, number of lanes, speed limit, type of road and other attributes stored with it.

Example attribute tables for each different type of vector object.
Each spatial feature in an R spatial object has the same set of associated attributes that describe or characterize the feature. Attribute data are stored in a separate *.dbf file. Attribute data can be compared to a spreadsheet. Each row in a spreadsheet represents one feature in the spatial object. Image Source: National Ecological Observatory Network (NEON)

We view the attributes of a SpatialPolygonsDataFrame using objectName@data (e.g., aoiBoundary_HARV@data).

# alternate way to view attributes 
aoiBoundary_HARV@data

##   id
## 0  1

In this case, our polygon object only has one attribute: id.

Metadata & Attribute Summary

We can view a metadata & attribute summary of each shapefile by entering the name of the R object in the console. Note that the metadata output includes the class, the number of features, the extent, and the coordinate reference system (crs) of the R object. The last two lines of summary show a preview of the R object attributes.

# view a summary of metadata & attributes associated with the spatial object
summary(aoiBoundary_HARV)

## Object of class SpatialPolygonsDataFrame
## Coordinates:
##       min       max
## x  732128  732251.1
## y 4713209 4713359.2
## Is projected: TRUE 
## proj4string :
## [+proj=utm +zone=18 +datum=WGS84 +units=m +no_defs]
## Data attributes:
##       id           
##  Length:1          
##  Class :character  
##  Mode  :character

Plot a Shapefile

Next, let's visualize the data in our R spatialpolygonsdataframe object using plot().

# create a plot of the shapefile
# 'lwd' sets the line width
# 'col' sets internal color
# 'border' sets line color
plot(aoiBoundary_HARV, col="cyan1", border="black", lwd=3,
     main="AOI Boundary Plot")

Area of Interest Boundary (NEON Harvard Forest Field Site)

### Challenge: Import Line and Point Shapefiles Using the steps above, import the HARV_roads and HARVtower_UTM18N layers into R. Call the Harv_roads object `lines_HARV` and the HARVtower_UTM18N `point_HARV`.

Answer the following questions:

  1. What type of R spatial object is created when you import each layer?
  2. What is the CRS and extentfor each object?
  3. Do the files contain, points, lines or polygons?
  4. How many spatial objects are in each file?

Plot Multiple Shapefiles

The plot() function can be used for basic plotting of spatial objects. We use the add = TRUE argument to overlay shapefiles on top of each other, as we would when creating a map in a typical GIS application like QGIS.

We can use main="" to give our plot a title. If we want the title to span two lines, we use \n where the line should break.

# Plot multiple shapefiles
plot(aoiBoundary_HARV, col = "lightgreen", 
     main="NEON Harvard Forest\nField Site")
plot(lines_HARV, add = TRUE)

# use the pch element to adjust the symbology of the points
plot(point_HARV, add  = TRUE, pch = 19, col = "purple")

NEON Harvard Forest Field Site showing tower location and surrounding roads.

### Challenge: Plot Raster & Vector Data Together

You can plot vector data layered on top of raster data using the add=TRUE plot attribute. Create a plot that uses the NEON AOP Canopy Height Model NEON_RemoteSensing/HARV/CHM/HARV_chmCrop.tif as a base layer. On top of the CHM, please add:

  • The study site AOI.
  • Roads.
  • The tower location.

Be sure to give your plot a meaningful title.

For assistance consider using the Shapefile Metadata & Attributes in R and the Plot Raster Data in R tutorials.

NEON Harvard Forest Field Site showing tower location and surrounding roads with a Canopy Height Model overlay.


Additional Resources: Plot Parameter Options

For more on parameter options in the base R plot() function, check out these resources:

  • Parameter methods in R
  • Color names in R

Build & Work With Functions in R

Sometimes we want to perform a calculation, or a set of calculations, multiple times in our code. We could write out the equation over and over in our code -- OR -- we could chose to build a function that allows us to repeat several operations with a single command. This tutorial will focus on creating functions in R.

Learning Objectives

After completing this tutorial, you will be able to:

  • Explain why we should divide programs into small, single-purpose functions.
  • Use a function that takes parameters (input values).
  • Return a value from a function.
  • Set default values for function parameters.
  • Write, or define, a function.
  • Test and debug a function. (This section in construction).

Things You’ll Need To Complete This Tutorial

You will need the most current version of R and, preferably, RStudio loaded on your computer to complete this tutorial.


Set Working Directory: This lesson assumes that you have set your working directory to the location of the downloaded and unzipped data subsets.

An overview of setting the working directory in R can be found here.

R Script & Challenge Code: NEON data lessons often contain challenges that reinforce learned skills. If available, the code for challenge solutions is found in the downloadable R script of the entire lesson, available in the footer of each lesson page.

Creating Functions

Sometimes we want to perform a calculation, or a set of calculations, multiple times in our code. For example, we might need to convert units from Celsius to Kelvin, across multiple datasets and save if for future use.

We could write out the equation over and over in our code -- OR -- we could chose to build a function that allows us to repeat several operations with a single command. This tutorial will focus on creating functions in R.

Getting Started

Let's start by defining a function fahr_to_kelvin that converts temperature values from Fahrenheit to Kelvin:

fahr_to_kelvin <- function(temp) {
	kelvin <- ((temp - 32) * (5/9)) + 273.15
	kelvin
}

Notice the syntax used to define this function:

FunctionNameHere <- function(Input-variable-here){
	what-to-do-here
	what-to-return-here
}

The definition begins with the name of your new function. Use a good descriptor of the function you are doing and make sure it isn't the same as a a commonly used R function!

This is followed by the call to make it a function and a parenthesized list of parameter names. The parameters are the input values that the function will use to perform any calculations. In the case of fahr_to_kelvin, the input will be the temperature value that we wish to convert from fahrenheit to kelvin. You can have as many input parameters as you would like (but too many are poor style).

The body, or implementation, is surrounded by curly braces { }. Leaving the initial curly bracket at the end of the first line and the final one on its own line makes functions easier to read (for the human, the machine doesn't care). In many languages, the body of the function - the statements that are executed when it runs - must be indented, typically using 4 spaces.

**Data Tip:** While it is not mandatory in R to indent your code 4 spaces within a function, it is strongly recommended as good practice!

When we call the function, the values we pass to it are assigned to those variables so that we can use them inside the function.

The last line within the function is what R will evaluate as a returning value. Remember that the last line has to be a command that will print to the screen, and not an object definition, otherwise the function will return nothing - it will work, but will provide no output. In our example we print the value of the object Kelvin.

Calling our own function is no different from calling any other built in R function that you are familiar with. Let's try running our function.

# call function for F=32 degrees
fahr_to_kelvin(32)

## [1] 273.15

# We could use `paste()` to create a sentence with the answer
paste('The boiling point of water (212 Fahrenheit) is', 
      fahr_to_kelvin(212),
      'degrees Kelvin.')

## [1] "The boiling point of water (212 Fahrenheit) is 373.15 degrees Kelvin."

We've successfully called the function that we defined, and we have access to the value that we returned.

Question: What would happen if we instead wrote our function as:

fahr_to_kelvin_test <- function(temp) {
	kelvin <- ((temp - 32) * (5 / 9)) + 273.15
}

Try it:

fahr_to_kelvin_test(32)

Nothing is returned! This is because we didn't specify what the output was in the final line of the function.

However, we can see that the function still worked by assigning the function to object "a" and calling "a".

# assign to a
a <- fahr_to_kelvin_test(32)

# value of a
a

## [1] 273.15

We can see that even though there was no output from the function, the function was still operational.

###Variable Scope

In R, variables assigned a value within a function do not retain their values outside of the function.

x <- 1:3
x

## [1] 1 2 3

# define a function to add 1 to the temporary variable 'input'
plus_one <- function(input) {
  input <- input + 1
}

# run our function
plus_one(x)

# x has not actually changed outside of the function
x

## [1] 1 2 3

To change a variable outside of a function you must assign the funciton's output to that variable.

plus_one <- function(input) {
  output <- input + 1     # store results to output variable
  output                  # return output variable
}

# assign the results of our function to x
x <- plus_one(x)
x

## [1] 2 3 4
### Challenge: Writing Functions

Now that we've seen how to turn Fahrenheit into Kelvin, try your hand at converting Kelvin to Celsius. Remember, for the same temperature Kelvin is 273.15 degrees less than Celsius.

Compound Functions

What about converting Fahrenheit to Celsius? We could write out the formula as a new function or we can combine the two functions we have already created. It might seem a bit silly to do this just for converting from Fahrenheit to Celcius but think about the other applications where you will use functions!

# use two functions (F->K & K->C) to create a new one (F->C)
fahr_to_celsius <- function(temp) {
	temp_k <- fahr_to_kelvin(temp)
	temp_c <- kelvin_to_celsius(temp_k)
	temp_c
}
	
paste('freezing point of water (32 Fahrenheit) in Celsius:', 
      fahr_to_celsius(32.0))

## [1] "freezing point of water (32 Fahrenheit) in Celsius: 0"

This is our first taste of how larger programs are built: we define basic operations, then combine them in ever-large chunks to get the effect we want. Real-life functions will usually be larger than the ones shown here—typically half a dozen to a few dozen lines—but they shouldn't ever be much longer than that, or the next person who reads it won't be able to understand what's going on.

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