Methods and references

Stereonet

Table 1. Projection, coordinates and geometric construction.
CalculationPublished source
Equal-area (Schmidt) projection, R = √2 sin((90°−p)/2)Lambert (1772); brought to petrofabrics by Schmidt (1925). Vector form as implemented: Allmendinger et al. (2012, ch. 2)
Equal-angle (Wulff) projection, R = tan((90°−p)/2)Wulff (1902); Phillips (1971); Ragan (2009, ch. 2–4)
Choosing between themLisle and Leyshon (2004); Priest (1985)
Direction cosines from trend and plungeAllmendinger et al. (2012, ch. 2, eq. 2.1–2.3); Mardia and Jupp (2000, ch. 9)
Right-hand-rule strike and dip, and its poleAllmendinger et al. (2012, ch. 2); Marshak and Mitra (1988)
Quadrant notation (N45E)Compton (1985, ch. 2)
Rake to trend and plungeAki and Richards (2002, sec. 4.4); Allmendinger et al. (2012, ch. 6)
Great-circle traceAllmendinger et al. (2012, ch. 2); Lisle and Leyshon (2004, ch. 3)
Small circles and conesLisle and Leyshon (2004, ch. 4); Ragan (2009, ch. 5); Priest (1985, ch. 3)
Rodrigues’ rotation formula (rotation, unfolding)Rodrigues (1840); Goldstein et al. (2001, sec. 4.8); Allmendinger et al. (2012, ch. 5, eq. 5.13)
Bedding restoration and partial tilt correctionRamsay (1967); Allmendinger et al. (2012, ch. 5)
Plane intersections, dihedral angles, bisectorsAllmendinger et al. (2012, ch. 2)
Plane from two lineations or two apparent dipsRagan (2009, ch. 7); Allmendinger et al. (2012, ch. 2)
Apparent dip, tan α = tan δ · sin βRagan (2009, ch. 1); Rowland et al. (2007, ch. 2); Marshak and Mitra (1988, ch. 7)
Table 2. Orientation statistics.
CalculationPublished source
Fisher mean direction, κ and α95Fisher (1953); Fisher et al. (1987, ch. 4–5); Mardia and Jupp (2000, ch. 10)
θ63, the half-angle containing 63% of the dataFisher et al. (1987, sec. 5.3); Butler (1992, ch. 6)
α95 in paleomagnetic practiceButler (1992, ch. 6); Tauxe (2010)
Folding axial data before Fisher statisticsFisher et al. (1987, sec. 3.2); Mardia and Jupp (2000, sec. 9.2)
Orientation tensor and its eigenvaluesWatson (1965, 1966); Mark (1973)
Jacobi eigendecompositionJacobi (1846); Press et al. (2007, sec. 11.1)
Best-fit plane; π-axis from poles to beddingRamsay (1967, ch. 2); Fisher et al. (1987, ch. 3–4)
Woodcock shape K and strength CWoodcock (1977)
Testing eigenvalue ratios against randomnessWoodcock and Naylor (1983)
Vollmer P–G–R fabric classificationVollmer (1989, 1990)
Bingham distributionBingham (1974)
Bingham confidence ellipsesOnstott (1980); Fisher et al. (1987, ch. 10); Allmendinger et al. (2012, eq. 5.25)
Table 3. Density contouring.
CalculationPublished source
Kamb counting circle, density in standard deviationsKamb (1959)
Linear-Kamb and exponential-Kamb weightingVollmer (1995)
Counting circles versus continuous weightingRobin and Jowett (1986)
Exponential weighting as a Fisher-kernel density estimateDiggle and Fisher (1985); Fisher et al. (1987, sec. 5.3)
Schmidt 1%-area point countingSchmidt (1925); Turner and Weiss (1963, ch. 4)
Extension to fabric and finite-strain dataVollmer (2018)
Marching-squares contour extractionLorensen and Cline (1987); Maple (2003)
Resolving ambiguous saddle cellsNielson and Hamann (1991)
Terzaghi correction for scanline sampling biasTerzaghi (1965); Priest (1993); Park and West (2002)
Table 4. Structural analyses drawn on the net.
CalculationPublished source
Cylindrical best fit (π-axis)Ramsay (1967, ch. 2); Allmendinger et al. (2012, ch. 6)
Conical (small-circle) fold-axis fitRamsay (1967, ch. 8); Gray et al. (1980)
Cylindrical, circular-conical or elliptical-conical foldsCharlesworth et al. (1976); Kelker and Langenberg (1976)
P, B and T axes from a fault–slip pairMarrett and Allmendinger (1990, eq. 4–6); Allmendinger et al. (2012, ch. 6–7)
Tangent-lineation diagram (arrow convention)Marrett and Allmendinger (1990); Twiss and Unruh (1998); originally Hoeppener (1955)
Fault-and-striae plotsAngelier (1979)
Auxiliary nodal plane and focal mechanismAki and Richards (2002, sec. 4.4); Allmendinger et al. (2012, eq. 7.34); Stein and Wysession (2003, ch. 4)
Moment tensors, for backgroundJost and Herrmann (1989)
Stress inversion as an alternative reading of the same dataAngelier (1984); Delvaux and Sperner (2003)
Cautions on fault-slip inversionTwiss and Unruh (1998); Sperner and Zweigel (2010)
Markland test for planar and wedge slidingMarkland (1972); Hoek and Bray (1981); Wyllie and Mah (2004, ch. 2, 7)
Daylight envelopeLisle (2004)
Flexural toppling and the slip limitGoodman and Bray (1976); Goodman (1989)
Hemispherical projection in rock mechanicsPriest (1985); Hudson and Harrison (1997)
Delineating joint sets from clusters of polesShanley and Mahtab (1976); Priest (1993)

Rose diagram

Table 5. Rose construction and circular statistics.
CalculationPublished source
Bin width, axial versus vectorial, area scalingNemec (1988); Wells (2000); Sanderson and Peacock (2020)
Smoothed and moving-average rosesMunro and Blenkinsop (2012); Baas (2000)
Rose diagrams in paleocurrent workCurray (1956); Potter and Pettijohn (1977)
Doubling axial angles, halving the meanKrumbein (1939); Curray (1956); Fisher (1993, sec. 2.3)
Halving the circular standard deviation for axial dataBatschelet (1981, ch. 1)
Circular mean and resultant R̄Fisher (1993, sec. 2.2); Mardia and Jupp (2000, ch. 2–3)
Circular standard deviation σ = √(−2 ln R̄)Mardia and Jupp (2000, ch. 2)
von Mises κ, piecewise maximum-likelihood estimateBest and Fisher (1981); Fisher (1993, sec. 4.5.6); Mardia and Jupp (2000, sec. 5.3)
α95 confidence cone on the meanFisher (1953); Fisher (1993, sec. 4.4.3)
Rayleigh test for preferred orientationRayleigh (1880); Wilkie (1983); Mardia and Jupp (2000, sec. 6.3)
Alternatives for multimodal data (Kuiper, Watson U², Rao)Fisher (1993, sec. 4.3); Mardia and Jupp (2000, ch. 6)
Detecting modal sets by circular kernel densityFisher (1993, ch. 5); Taylor (2008); Oliveira et al. (2012)
Reflecting a bounded domain at its edgesSilverman (1986, sec. 2.10); Schuster (1985)

Histogram

Table 6. Binning, descriptive statistics and density overlays.
CalculationPublished source
Bin-width rules against which fixed widths are judgedSturges (1926); Scott (1979); Freedman and Diaconis (1981); Scott (1992, ch. 3)
Bin width for circular variablesSanderson and Peacock (2020)
Quartiles by interpolation of order statisticsHyndman and Fan (1996), their type 7 (the default in R and NumPy)
Skewness (Fisher–Pearson standardized third moment)Joanes and Gill (1998)
Circular mean, R̄ and circular standard deviationFisher (1993, sec. 2.3); Mardia and Jupp (2000, ch. 2)
Circular median and quartilesMardia (1972, ch. 2); Fisher (1993, sec. 2.3.2)
Rayleigh testRayleigh (1880); Mardia and Jupp (2000, sec. 6.3)
Gaussian kernel density, h = 1.06 σ n−1/5Silverman (1986, eq. 3.28), the normal reference rule
von Mises kernel for circular variablesFisher (1993, ch. 5); Mardia and Jupp (2000, sec. 12.2); Taylor (2008)
Modified Bessel function I₀Abramowitz and Stegun (1965, sec. 9.8); Press et al. (2007, sec. 6.6)
Empirical cumulative distributionvan der Vaart (1998, ch. 19); Davis (2002, ch. 2)

Scatter plot

Table 7. Fits, envelopes and density overlays.
CalculationPublished source
Pearson product-moment correlationPearson (1896)
Ordinary least squares; slope, intercept, r²Legendre (1805); Draper and Smith (1998, ch. 1); Davis (2002, ch. 4)
Why least squares is not symmetric in x and yDavis (2002, sec. 4.6); Warton et al. (2006)
Correlation for angular data, done properlyMardia (1976); Johnson and Wehrly (1977); Fisher and Lee (1981, 1983)
Regression on an angular variableGould (1969); Fisher and Lee (1992)
95% covariance ellipse, χ²(2 df) = 5.991Johnson and Wichern (2007, ch. 4–5); Friendly et al. (2013)
Convex hull (monotone chain)Andrew (1979); cf. Graham (1972); de Berg et al. (2008, ch. 1)
Two-dimensional kernel density, h ∝ σ n−1/6Silverman (1986, sec. 4.3); Scott (1992, sec. 6.3); Botev et al. (2010)
Contour extraction and saddle-cell handlingLorensen and Cline (1987); Nielson and Hamann (1991)
Smoothing the traced contourCatmull and Rom (1974)
Axis tick stepping (the 1/2/5 rule)Heckbert (1990); Wilkinson (2005, ch. 5); Talbot et al. (2010)
Marginal histograms and overplottingCarr et al. (1987); Cleveland (1993, ch. 3); Tufte (2001)

Map view

Table 8. Projection, geodesy and symbology.
CalculationPublished source
Mercator projection, forward and inverseSnyder (1987, ch. 7)
Web Mercator (EPSG:3857) and what it distortsBattersby et al. (2014)
Tile pyramid (z/x/y) schemeOpen Geospatial Consortium (2019b)
UTM: meridional arc and footpoint latitudeSnyder (1987, sec. 8, eq. 3-21 and 3-26), the equations as implemented
Zone definition, scale factor, false easting and northingSnyder (1987, sec. 8); National Geospatial-Intelligence Agency (1989)
Norway and Svalbard grid-zone exceptionsNational Geospatial-Intelligence Agency (1990)
Accuracy limits of the truncated seriesKarney (2011)
WGS84 ellipsoid parametersNational Geospatial-Intelligence Agency (2000)
Coordinate reference system definitionsInternational Association of Oil and Gas Producers (2024)
Magnetic declination modelChulliat et al. (2020); Alken et al. (2021)
Why declination moves azimuths but not rakes or dipsCompton (1985, ch. 2); Lisle and Leyshon (2004, ch. 1)
Strike-and-dip and lineation symbol setFederal Geographic Data Committee (2006); U.S. Geological Survey (2020)
Field conventions the symbols encodeCompton (1985); Barnes and Lisle (2004)
Hillshade computationHorn (1981)
Elevation data behind topographic and hillshade tilesFarr et al. (2007)
Raster overlay import (GeoTIFF)Ritter and Ruth (1997); Open Geospatial Consortium (2019a)
Table 9. Drawing tens of thousands of symbols, and the strain grid.
CalculationPublished source
Spatial index for viewport cullingBentley and Friedman (1979); Samet (2006, ch. 1–2)
Thinning point features as scale decreasesTöpfer and Pillewizer (1966); McMaster and Shea (1992)
Screen-cell binning as a declutter strategyCarr et al. (1987)
Keeping labels clear of the symbols they nameImhof (1975); Christensen et al. (1995)
Cartographic design generallyImhof (1982); Slocum et al. (2009)
Inverse-distance weighting for the strain gridShepard (1968)
Orientation tensor of P or T axes at each nodeWatson (1966); Woodcock (1977); Marrett and Allmendinger (1990)
Grid-based distance-weighted strain from scattered dataCardozo and Allmendinger (2009)
Summing many small deformations into a regional strainKostrov (1974); Molnar (1983)
Smoothed grids of stress and strain orientationHeidbach et al. (2010, 2018)
Interpolation methods comparedLi and Heap (2014)
Point-in-polygon test for lasso selectionShimrat (1962); Hormann and Agathos (2001)

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