Technical Manual On The Use of Satellite Images in Ecological Studies
Technical Manual On The Use of Satellite Images in Ecological Studies
QGIS INTERFACE
Prepared by
Nesibu Yahya
Solomon Mulat
Melaku Getachew
February 2019
Addis Ababa, Ethiopia
Ethiopian Environment and Forest Research Institute
Nesibu Yahya
Solomon Mulat
Melaku Getachew
February 2019
Addis Ababa, Ethiopia
Copyright©2019 EEFRI
EEFRI Manual No. 005
ISBN-978-99944-74-29-5
Website: http://www.eefri.org/
Contents
Preface............................................................................................................................................. ii
How to use this manual .................................................................................................................. iii
1. Brief introduction to GIS and remote sensing ......................................................................... 1
1.1. Definition of GIS and remote sensing .............................................................................. 1
1.2. Principles of remote sensing ............................................................................................ 1
1.3. Characteristics of remote sensing ..................................................................................... 3
1.4. GIS and Remote sensing data and software program ...................................................... 5
2. Introduction to ecological studies using remote sensing ......................................................... 7
2.1. Definitions of ecology and ecological remote sensing..................................................... 7
2.2. Areas of ecological remotes sensing ................................................................................ 8
2.3. Spatial scale in ecological remote sensing ....................................................................... 9
2.4. Techniques in ecological remote sensing ....................................................................... 11
3. Satellite image acquisition and pre-processing ..................................................................... 13
3.1. Satellite image acquisition ............................................................................................. 13
3.2. Satellite image pre-processing ....................................................................................... 17
4. Image interpretation and classification .................................................................................. 34
4.1. Image interpretation ....................................................................................................... 34
4.2. Image classification and accuracy assessment ............................................................... 37
5. Calculating spectral indices and terrain analysis ................................................................... 51
5.1. Calculating spectral indices ............................................................................................ 51
5.2. Terrain analysis using DEM ........................................................................................... 54
6. Summary................................................................................................................................ 59
7. Acknowledgments ................................................................................................................. 59
8. References ............................................................................................................................. 60
i
Preface
The manual will have adequate roles for researchers and student in higher learning institutions to
fill up their skill gap on the use of satellite image analysis in QGIS environment. In addition, it is
also our hope that this manual will support researchers and practitioners to apply the concept and
principle of image classification on ecological studies and management.
This manual is not intended, primarily, to introduce the basic concepts of remote sensing. Indeed,
we started with a brief introduction and background theories of satellite image as a brainstorm.
The manual is, mainly, focuses on the utilization of remote sensing data for ecological studies.
Moreover, advanced procedures of image classification are included in the manual. Therefore,
the manual is more understandable for those who have basic knowledge of remote sensing and
the skill of using remote sensing software packages.
We hope it will help readers to improve their knowledge and skill on the technique of satellite
image acquisition, processing and classification in QGIS software program.
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How to use this manual
The first two chapters of this manual describe the theoretical background and ecological remote
sensing. The first chapter covers a brief introduction to the science of remote sensing and GIS.
The second chapter explains the basic theoretical lesson on the application of remote sensing in
ecological studies. Besides the first two chapters, all the remaining chapters of the manual
illustrate the systematic and practical exercise that shows image classification and processing
using QGIS.
During the practical section, it is necessary to install QGIS software and Google Earth to
exercise practically. Even if these software programs are free of charge, it is recommended to
download from the official websites of the provider to avoid the risk of a computer virus.
Practicing the exercises using sample remote sensing data is highly recommended. Thus, we
suggest application of the acquired practical knowledge from the manual to solve the actual
problems in your specific area of expertise.
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1. Brief introduction to GIS and remote sensing
The acronym GIS stands for Geographical Information System. There are plenty of definitions
given for GIS and remote sensing. We will use the following well-known definitions of remote
sensing and GIS for this manual. According to ESRI, geographic information system (GIS) is a
computer-based tool for mapping and analyzing things that exist and events that happen on earth.
GIS technology integrates common database operations such as query and statistical analysis
with the unique visualization and geographic analysis benefits offered by maps.
Remote sensing is defined as “a science (and to some extent an art) of acquiring information
about the Earth's surface without actually being in contact with it. This is done by sensing and
recording reflected or emitted energy and processing, analyzing, and applying that information.”
(Jensen, 2007).
Our eyes, photo camera, remote control, x-ray machines, satellites are excellent examples of
remote sensing device.
In remote sensing, there are different principles that should be understood before conducting
satellite image processing and classification. These principles will be covered in the subsequent
sections.
1
Radiation, reflection, absorption and transmission
In remote sensing, the incoming energy that arises from the sun and interacts with earth surface
is called radiation. When the incoming radiation from the Sun reaches the feature of the Earth,
some of the energy at specific wavelengths can be reflected, absorbed and transmitted through
the surface material. Absorption is a situation when the incoming radiation (energy) is absorbed
into the surface. Transmission happens when the incoming radiation passes through a target or
surface. Reflection occurs when the incoming radiation "bounces" off the target and is redirected
back.
In GIS, the two primary types of spatial models are vector and raster. Certainly, understanding
the difference between the two models is prerequisite in performing of any spatial analysis using
GIS. Real-world features are represented by point, line and polygon in a vector model. Vector
data is mostly used to represent features, which has a discrete boundary such as a parcel of lands,
rivers and town. On the other hand, grids of a pixel in the raster model represent the features in
the real world. In this case, each pixel value in a raster data (e.g. satellite image) has at least a
red, green and blue value. Similarly, each pixel of the Digital Elevation Model (DEM) represents
a specific elevation value. Rather, the raster data model has applied to model either a discrete or
a continuous element of the real world. GIS software used different computer formats in the
visualization of raster and vector data model on a computer system (Table 1).
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Table 1: Possible list of computer formats for raster and vector models.
Raster format Vector format
GeoTIFF – TIFF variant enriched with GIS relevant Shapefile – Most popular vector data
metadata developed by Esri
ADRG – ARC Digitized Raster Graphics KML – Keyhole Markup Language a XML
RPF – Raster Product Format, military based
DRG – Digital raster graphic Spatialite – is a spatial extension to SQLite,
ECRG –Enhanced Compressed ARC Raster Graphics GML – Geography Markup Language – Open
Esri grid –ASCII raster formats used by ESRI GIS format used for exchanging GIS data
IMG – image file format used by ERDAS GeoJSON – a lightweight format based on
MrSID – Multi-Resolution Seamless Image Database JSON, used by many open source GIS
JPEG2000 – Open-source raster format packages
GeoMedia – Intergraph’s Microsoft Access
based format for spatial vector storage
Simple Features – specification for vector data
Pixel size
Raster image is the most important product of remote sensing. It stores information in the
smallest unit of the image called pixels. Usually, pixels (sometimes referred to as a cell) have a
rectangular shape and contain a unique color information that comes together to create the entire
raster image. The sizes of these pixels determine the resolution of the image.
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Digital Number
In a digital image, each of the smallest units of the image (pixel) contain a numeric value
assigned to each individual pixel. These numeric values are known as Digital number (Figure 2).
Band or Channel
The spatial, spectral and temporal resolutions are the most important characteristics of satellite
images.
Spatial resolution (ground resolution) is the ground surface area captured and creates one pixel
in the satellite image. For instance, spatial resolution of Operational Land Imager (OLI) sensor in
Landsat 8 image is 30 meter.
Spectral resolution is the number and width of spectral bands or range of wavelength in which
the device can sense. The Landsat OLI sensor has eleven spectral bands while Landsat TM has
only seven spectral bands.
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Temporal resolution is a measure of frequency by which a sensor revisits the same part of the
Earth’s surface. The temporal resolution (recycle period) of Operational Land Imager (OLI)
sensor in Landsat 8 image is 16 days. This means Landsat sensor recapture the image of specific
part of the Earth’s surface in every 16 days.
Common satellites/sensors
At the global level, different satellites may have different missions. It can be launched with a
mission to monitor and forecast environmental management such as weather condition (GOES,
NOAA and AVHRR), land observation (Landsat, SPOT, Sentinel and IRS), Marin and ocean
observations (Nimbus-7 satellite, MOS, SeaWiFS). There are also other sensors such as FLIR,
RADAR and LiDAR for broader application of environmental monitoring and forecasting.
Several specific characteristics of frequently used sensors (primarily satellite systems) in
different ecological study and management are presented in Table 2.
Geospatial data are more deficient to conduct environmental studies. Some of these data are
more expensive and difficult to afford by developing countries like Ethiopia. Particularly,
purchasing high and medium resolution satellite images are not easy for researchers and
practitioners. Therefore, the possible solution is searching freely available geospatial data from
the internet. In order to reduce this gap, several institutions are providing different free GIS and
remote sensing data at global and regional scales. We indicated limited sources of open
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geospatial data providers in table 3 for the purpose of this manual, but the reader can explore
further to get more providers.
The free geospatial data are important to minimize cost. However, these data have a limitation on
the level of spectral and spatial resolution. This limitation has significantly reduced the accuracy
of any analysis results from free satellite images.
QGIS is an open source GIS software facility for geospatial data manipulation, analysis and
mapping. It is very powerful GIS software, which enables us to conduct spatial analysis. The
software has many platforms for domain-specific analysis, and is highly applicable for
environmental analysis such as ecological and hydrological modeling, mapping of ecosystem
services and risk of forest fire. Compared with other GIS softwares, QGIS provides the following
benefits.
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2. Introduction to ecological studies using remote sensing
In the previous chapter, we discussed the principles and terminologies related to remote sensing.
This chapter presents the idea of ecological remote sensing, which integrates the science of
remote sensing with ecology. The basis of the relationship between remote sensing and ecology
will be described. The chapter begins with the simple definitions of ecology and remote sensing,
and gives emphasis on the study of ecological remote sensing. Here, several categories of
ecological remote sensing and techniques of its application are briefly illustrated.
The definition of ecology is “the scientific study of the interactions of organisms between each
other and their environment” (Begon et al, 1990). Ecological studies are essential to understand,
describe, predict and monitor the relationship of living organisms with their surrounding
environment.
Therefore, the term ecological remote sensing is used to represent the study of ecology, which
involves remote sensing technology. There are different areas of the ecosystem that can be
supported by remote sensing such as modeling of species distribution, species movement,
ecosystem process, climate change, protected areas, ecosystem services, and land use change
(Robert et al, 2015).
However, a divergence between ecology and remote sensing technology is becoming a major
challenge. For this reason, remote sensing specialists focused on the basic science of remote
sensing in the generation of advanced technologies, rather than implementing the technologies in
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ecological studies. Ecologists, then again, are doing their ecological researches and
developments using very conventional way in the presence of advanced remote sensing
approaches, which could assist ecological studies. Thus, remote sensing technologies are
underutilized within many ecological communities. Turner et al (2015) listed data continuity,
data affordability, and data accesses as the major factor to the under utility of remote sensing
data such as satellite data within ecologist. In order to create opportunities for the advancement
of both disciplines (remote sensing and ecology), promoting an interdisciplinary effort is needed
among these communities (Pettorelli et al, 2014).
Ecological remote sensing is not only the study of land-cover classification as many ecologists
judge, but also it is manifold. Turner et al (2003) categorize approaches of ecological remote
sensing study into two broad categories. Both categories will be discussed below.
Then again, Kerr and Ostrovsky (2003) classify the areas of ecological remote sensing into the
following three classifications.
Land cover classification: this class of ecological remote sensing is useful in the
identification of several vegetation types and derivation of habitats. It enables to model the
distribution of individual species and/or sets of species using remote sensing techniques over
a large area.
Integrated ecosystem measurement: this class of ecological remote sensing dealt with
measurement and estimation of several ecosystem functions at different spatial extent.
Derivation of a biophysical parameter such as Leaf Area Index (LAI) and Net Primary
Productivity (NPP) using Normalized Difference Vegetation Index (NDVI) is the best
example of this ecological remote sensing class.
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Change detection: this class of ecological remote sensing is important to monitor ecological
changes through time such as temporal change of climate and habitat loss. Such study needs
acquisition of continues satellite image over time and a significant area.
This manual mainly deals with the first class of ecological remote sensing (Land cover
classification). We prioritize land cover classification in this manual due to the considerable
recent interest in this regard. Land cover data is used as the main source of other ecological
remote sensing studies. Many ecological studies such as ecosystem service mapping, habitat
mapping, and inventory and monitoring of forest and its carbon dynamics, are highly dependent
on land cover classification data.
The spatial scales at which ecological phenomena are studied are the important characteristics to
determine the quality of ecological data. The detail of spatial scale is an influential factor in the
generation of ecological remote sensing data. For instance, if using data from multiple sensors
(assuming that they have different spatial detail), the resulting ecological information will differ.
In ecological studies, the imagery of fine resolution is crucial over coarse resolution imagery to
generate accurate ecological information through detection of small objects (Alpin, 2005).
Currently, several satellite images are available to study ecological phenomenon at a different
scale ranging from landscape level to species level. Wang et al (2010) attempted to list the
following remote sensing instruments/images categories, which have different spatial scales and
can be applied in several ecological remote sensing.
Coarse spatial resolution images have been implemented in several ecological investigations at a
national or global scale. All images that have a spatial resolution more than 30m are included
under the coarse resolution. MODIS and NOAA /AVHRR are the two important coarse space
born images. At the landscape level, coarse resolution images are important to estimate
deforestation and forest fragmentation in global ecological biomes. In addition, it is important to
study the current and to model the future global climatic conditions.
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Medium spatial resolution
This category of spatial resolution involves a medium resolution detail to study ecological
phenomena. This category of remote sensing instrument produced an image, which has a spatial
resolution ranging from 10m to 30m. Landsat, SPOT HRV and Sentinel images are the most
popular instrument in this category, which are used in an ecological application. In most cases,
satellite images from this category used to study ecology at the landscape (i.e. at larger) scale.
For instance, land cover change at landscape scale is the most popular ecological study using
these instruments. It is applicable, however, to study species-specific ecological studies to some
extent. Thus, it can produce accurate results in the identification of different species.
High-spatial resolution
Since the level of accuracy from coarse and medium resolution images are getting insufficient
for most species-specific ecological investigation, the new generation of high spatial resolution
has emerged. The high spatial resolution contains very fine resolution pixels, which can identify
very small objects and organisms on the Earth. The satellite images under this category have
resolution ranges from 0.5m - 10m. Instruments such as SPOT-5, IKONOS, QuickBird,
OrbView-3 can produce high spatial resolution image in the commercial domain. The special
benefit of this category in the ecological study is the identification and characterization of small
objects and species in the ecological system. As a result, it provides accurate data, which enable
to describe detail ecological phenomena.
LiDAR
Light Detection and Ranging (LiDAR) is an active remote sensing technology that uses a laser
technology to illuminate a target object and a photodiode to register the backscatter radiation. It
enables to provide a high spatial resolution image of horizontal and vertical information (Lim et
al, 2003). LiDAR is an important laser technology to enhance the accuracy of different
ecological researches. For instance, LiDAR technology is applied in bathymetry, forestry and
biodiversity science and conservation. In particular, it provides better spatial information in
forestry science to produce information on forest structure, species distribution and above ground
biomass.
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In general, all the above categories of spatial resolutions are applied in ecological studies. In this
manual, however, we will focus on the medium resolution images. Although LiDAR has high
spatial resolution, it has a limitation of high cost, which is difficult to afford by developing
countries like Ethiopia. Therefore, the medium resolution is important to optimize the tradeoff
between the level of accuracy and the amount of cost.
There are several techniques of remote sensing in the investigation of the ecological process. In
practice, these techniques can be incorporated to achieve a single objective. For instance, in
order to produce a single land cover map of the specific area, we can combine the techniques
image classification and vegetation index. Wang et al (2010) selected the five remote sensing
techniques in the ecological study as discussed below.
Image Classification
Image classification is a remote sensing technique that consists of the process of assigning
different types of land uses (e.g. forestland, grassland, farmland and settlement) into each raster
pixel. It is an important technique to extract land-cover and biophysical information directly
from remotely sensed data (Jensen et al, 2009).
Vegetation Index
Inversion Algorithms
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algorithms are the core of the inverse model, which mostly follow the physical laws and establish
cause-and-effect relationships between sensor property as an input and biophysical property as
an output. For example, G.vieilledent et al (2016) developed a map of forest carbon in
Madagascar (R2 = 70% and RMSE = 40 Mg ha-1) using a combination of spatial bioclimatic
envelopes and ground-based forest inventory. Therefore, this algorithm is an important technique
in many ecological investigations such as ecosystem service, species distribution model and
habitat mapping.
Data Fusion
Since different satellites images vary in their spatial and temporal resolution, it is important to
fuse them together to produce a single image with better spatial and temporal resolution. The
technique of data fusion is defined as “the combination of two or more different images to form a
new image by using a certain algorithm” (Pohl and Genderen, 1998). This technique has been
applied widely in plenty of ecological studies as mapping forest disturbance through fusing
Landsat and MODIS images (Hilker et al, 2009).
Notably, remote sensing and GIS are excellent tools in studying several ecological processes in
an easy way. Although these disciplines are separate, they are frequently combined in practice.
Through combining remote sensing data with GIS data (vector data), several ecological studies
can be conducted. In watershed management, for example, integration of the two disciplines is
applied in developing sustainable development plan at the watershed scale (Chowdary et al,
2009). Further ecological research and development can be supported through remote sensing
and GIS technology.
However, not all the aforementioned techniques of ecological remote sensing are discussed in
this manual. We attempt to discuss in the manual only the technique of image classification and
vegetation index in QGIS software program.
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3. Satellite image acquisition and pre-processing
In the previous chapters, we have been looking a brief introduction to remote sensing and
concepts of ecological remote sensing at theoretical bases. Now, we will start the practical
section that will focus on image acquisition and other image preprocessing activities.
The first step of image preprocessing is obtaining of a satellite image from data providers. For
the purpose of this manual, we will demonstrate downloading procedure of the free Landsat
image as an example from the USGS database (https://earthexplorer.usgs.gov/). Please follow the
following procedure to procure satellite image from the website.
2. Once you registered, click on “Login” and then sign in using your own username and
password.
13
3. Delineate your Area of Interest (AOI) by clicking on the map window (right side of the
interface).
4. Then, set your additional searching criteria for the image before the downloading process is
started. For instance, choose the appropriate image capturing season (e.g. dry season or wet
season) and the quality of images (e.g. free from a cloud). In most cases, these parameters
depend on the objectives of your study.
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5. Then, click on “Data sets” button to choose the type of sensor. Here, there is a different
possible list of satellites in the data set. For now, extract the “Landsat” option and choose
“Landsat collection 1 Level-1”. Then, check the option “Landsat8 OLI/TIRS C1 Level-1”.
7. Now, there are lists of possible search results on the left side of the interface. Here, each
satellite images has its own ID, date of acquisition, number of path and row.
15
8. Download the selected image by click on the download button under the selected image.
9. Then, select the “Level-1 GeoTIFF Data Product” from the list of downloading options
dialog box.
After downloading is completed, we will find a zipped file containing several bands of the
image. Then, unzip the downloaded “tar.gz” file. The file name of the downloaded files is very
long, and it contains information about the downloaded image (Figure 4). Now, the data is ready
for processing.
Figure 4: The information contained in the file name of the downloaded satellite image
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3.2. Satellite image pre-processing
After the image is procured, various raster image processing will be conducted to make
imageries ready for interpretation and classification. This process is called image preprocessing.
It is needed to enhance the quality and visibility of a raster image. The most important
preprocessing activities with their practical procedure will be discussed in this subchapter.
Geo-referencing
Sometimes, raw satellite images may not well align into the known coordinate system.
Therefore, it needs to be geo-referenced. Geo-referencing is one of the image preprocessing
activities, by which aligning of any geographic data (satellite image, scanned paper map, aerial
photographs, etc) to a known coordinate system is carried out. There is a possibility to carry out
this process in QGIS software.
1. First, click on start button and open QGIS desktop (Refer to the QGIS installation manual for
successful installation of QGIS).
2. Add the geographically referenced (e.g. vector map) and unreferenced (e.g. scanned image)
images into the opened QGIS desktop. Let us say the scanned paper map shown on the left
side of Figure 5 is not geo-referenced while the image found on the right side is geo-
referenced. Then, you will conduct geo-referencing by aligning the unreferenced image into a
referenced image.
Figure 5: unreferenced scanned image (left) and referenced digital image (right)
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3. Then, click on “Raster” from the menu bar of QGIS desktop. Click on the “Geo-referencer”
from the list and choose “Geo-referencer” again.
4. Now, the “Georeferencer” window appears. This window has two parts. The top part is
where the raster will be displayed and the bottom section where the table of ground control
points will be displayed if you have.
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5. Add the raster (scanned map) into the above window by clicking on “Add raster” icon on the
upper part of the window. Then, the Coordinate Reference System (CRS) window is opened.
Set your coordinate system in this window and click “OK”.
6. The scanned topographic map is displayed on the upper section of the Georeferencer
window. Click on “Add point” icon from the Georeferencer window to add a referenced
point.
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7. At this time, the topographic map is ready for Geo-referencing. Therefore, start clicking one
corner from the topographic map, then “Enter map coordinate” dialog box will pop-up. At
this time, you have options either writing X, Y (North/East) coordinate of that specific point
or clicking from the map. For now, let us choose the second option and click on “From map
canvas” button. Then, click the same point of the referenced map as a topographic map.
Now, you can see the empty X, Y boxes are filled with values. These values are known as X,
Y coordinates of the topographic map. Now, click on “OK”. The bottom section of the
window comprises a table, which contains the X, Y coordinates and other statistical
parameters regarding the referencing.
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8. Now, we geo-referenced the topographic map only for a single point. Similarly, back to
the “Georeferencer window” and start geo-referencing to create more reference points. At
least four Ground Control Points (GCPs) covering the entire image are needed. The more
points you have, the more your geo-referencing is accurate and aligned to the target
coordinate.
9. Once you finished, and have enough GCPs, Click on “Settings” from the
“Georeferencer window” and choose the “Transformation settings”.
10. From the “Transformation setting” dialog box, set the transformation type.
Here, please note that the Thin Plate Spline (TPS) algorithm is a more modern and widely used
technique of geo-referencing. This is important and applied when very low-quality maps are
being processed. Other types of transformations also have their own uniqueness.
11. Once you set the transformation type, insert your target SRS and output directory. Finally,
check the box “load in QGIS when done”. Then, click “Ok”.
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12. Click on the file button from “Geo-referencer” window. Then, click on the “start
georeferencing”. Wait until the progress is completed. This will start the process of aligning
the two images using more GCPs.
13. Now, geo-processing is completed. Therefore, we need to verify the alignment of the two
images. Just for comparison, load Google Earth as background base map and compare them.
Most of the satellite images including Landsat have pixels of a grid, which is coded by a numeric
value called Digital Number (DN). If you want to analyze multi-scene Landsat image for change
detection, it is important converting of DN to radiance then to reflectance. However, if the
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classification is only for a one-time shoot, the image can be classified using DN without
converting to radiance. Conversion of DN involves two important steps; 1) Converting the digital
number (DN) values in each pixel to radiance, 2) Converting the derived radiance to reflectance.
As described above, conversion of DN to radiance needed for many single-image analyses. This
will be conducted for all bands of Landsat image including visible, shortwave and thermal
infrared. We implement the following spectral radiance scaling method equation to convert the
value of DN to radiance.
Where
The second step is calculating reflectance from the derived radiance. Reflectance is a
normalized, unitless measure of the ratio of the amount of light energy reaching the earth's
surface to the amount of light bouncing off the surface and returning to the top of the
atmosphere.
Where
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All the above parameters are available on MTL file of the image, which is downloaded with
Landsat scene by default. Do not be anxious about such complex calculation, since QGIS
provide tools to perform this task automatically.
QGIS has possibilities to compute such complex calculation automatically. The best option is to
install two new plug-ins called SCP-plug-in and Semi-Automated classifications plug-in. These
are the most comprehensive plug-ins for image classification processing. Therefore, the plugs
can convert directly from DN to reflectance following the instructions below.
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6. Click on “select directory” to select the directory of containing Landsat bands button
7. Add MTL file of the Landsat scene by clicking on the second option. When you add MTL
file, the lower section of the window, automatically, display the information of each band of
Landsat.
8. Check the necessary checkboxes then click on the” run“ button. The output directory request
will pop-up when you click on run. Choose the appropriate output directory. The progress
might take several minutes to execute until the execution progress bar is done.
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Creating mosaic image
Sometimes, your study area may fall on to the boundary of two independent scenes of the
satellite. In such cases, you need to merge two adjacent scenes of the satellite image. In raster
processing, creating of one single raster image by merging multiple adjacent scenes is known as
a mosaic image. There are different possibilities to perform such process on QGIS. The
following instruction contains the important procedures to conduct this process on QGIS.
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3. Search raster files and add on the input files box.
4. Select the output directory, where to save your final output (mosaic image).
5. Check the necessary checkboxes depending on your interest, then click on “OK”.
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6. The final output will be displayed only if you check the option “Load into canvas when
finished”.
As discussed earlier, every band of the image has its own role in classification to distinguish
different features on the Earth. Therefore, it is important to identify and select bands that are
necessary for the analysis. Then, the selected bands of the image should be stacked to create a
single composite image containing different bands. In short, the term composite is a process of
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creating a single raster dataset from multiple individual bands. QGIS software provides different
tools to carry out band combination or layer stack.
In order to carry out the process of image composite in QGIS, follow the following instruction
below.
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4. Select and add the list of selected bands for composite in the “Input files” box.
5. Select an appropriate directory as your final output in the “Output file” box.
6. Check the “Separate” checkbox.
7. If you have other requirements, you can set by checking the possible checkboxes from the
“Build Virtual Raster catalog”. Finally, click on “OK”.
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Clipping the image
Most often, after the above image preprocessing activities were completed, you may need to
trim the image by the frame of your study area. The process of trimming unnecessary part of the
image and shape it by the frame of the study area is referred to as clipping.
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Figure 8: Graphical illustration of image clipping
There is an automation method in QGIS to perform clipping of raster image in a simple way by
following the procedure below.
3. Now, the “Clipper” catalog appears. Then, continue to complete the necessary boxes in this
catalog box.
4. Add the raster file that needs to be clipped in the “Input file (raster)” box. Write down the
directory of the final output in the second box.
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5. Then, under “Clipping mode” check “Mask layer” option. Add the shapefile of your study
area in the “Mask layer” box.
6. Keep the rest option as default, and click on “OK”.
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4. Image interpretation and classification
In the previous chapter, we have dealt with the practical techniques of image acquisition and pre-
processing. Hence, the image has become ready for interpretation and classification. In this
chapter, we will address the process of image interpretation and classification in theory and
practice. Moreover, we will see the steps to assess the accuracy of a classified image at the end
of this chapter.
Visual interpretation is the process of identification and recognition of spatial and landscape
patterns using visual perception and understanding of the image. Of course, most people in the
world are highly experienced on the visual perception of their surrounding environment. This
natural experience is important to apply to the interpretation of satellite imagery for better
classification.
Accordingly, several elements of images exist that we can use to identify and recognize objects
of the earth surface. The basic elements of visual interpretation are shape, size, pattern, tone,
texture, shadows, location, association and resolution of either satellite image or aerial
photograph. By using these elements, the user can identify the target or object from the image.
Finally, recognized targets (e.g river, rock, forest, farmland… etc) in remotely sensed images
based on the above visual elements allows the user to go for further interpretation and analysis.
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As an example, please take a look the above Landsat image and you can identify the following
objects from the image using different elements of visual interpretation.
Many of the objects can be identified using the above elements of visual interpretation. However,
it needs practical experience and continues exercise in order to be effective in visual
interpretation. Thus, supporting visual interpretation with band combination technique is
important to identify many features and to reduce the extent of confusion.
Band Combination
After multiple bands are combined together, understanding and practicing of band combination
are important to support the process of visual interpretation and analysis. Band combination is an
important process in image visualization and interpretation. Multiple combinations of different
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bands enable you to identify several features on the surface of the Earth. This allows
distinguishing different types of land uses visually through the use of band combination.
However, care should be made when combining bands of images from different satellites. For
instance, band combinations of the image from Landsat 8 is different from Landsat 7 or Landsat
5. Since Landsat 8 contain additional bands than Landsat 7 or 5, the band combinations used to
create RGB (Red-Green-Blue) composites differ from Landsat 7 and Landsat 5.
In this part, we will discuss the capability of QGIS in the visualizing and symbolizing of satellite
images under several band combinations using the following steps.
4. On this dialog box, you can change and combine different bands for red, green and blue
bands. Then, click on “OK”.
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For further study, We suggest you reaing the detailed characteristics of the satellite or sensor. For
the best combination of Landsat images, it's recommended to refer an official website of Landsat
8 (https://blogs.esri.com/esri/arcgis/2013/07/24/band-combinations-for-landsat-8/) and for
Landsat 7 or 5 (http://web.pdx.edu/~emch/ip1/bandcombinations.html).
Image classification
Image classification is a process of assigning different types of land uses (e.g. forestland,
grassland, farmland and settlement) into each raster pixels. It plays an important role in the field
of environmental management and research. Most of the land cover change researches and land
use planning are depended on image classification techniques. This is important and applied in
many other ecological and landscape studies.
So far, many classification techniques were designed in the science of remote sensing. In pixel-
based classification, supervised and unsupervised classification are the two most widely used
methods in many ecological studies. There is a difference between these two techniques.
Unsupervised classification starts with a grouping of pixels into “clusters” based on their
properties (Figure 9). For the grouping of this cluster, the analysts must use one of the different
image-clustering algorithms such as K-means and ISODATA. In supervised classification,
however, the analyst should create representative sample plots (training plots) for each land-
cover classes (Figure 9). Then, the software determines the classes of the entire image depending
on the training plots using one of the several algorisms. Maximum likelihood and minimum-
distance are the most widely used algorithms in supervised classification techniques. Recently,
random forest algorism is also becoming more familiar with different image classification
studies.
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Figure 9: The major steps of unsupervised (Green) and supervised (Blue) classification techniques
In this manual, we will demonstrate the procedures that enable you to conduct supervised
classification in QGIS environment. We focused on the practice of supervised technique since it
is more acceptable and accurate than unsupervised classification. Follow the following procedure
to conduct supervised classification on QGIS.
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5. The “SCP dock” window of the Semi-Automatic classification plug-in (SCP) has two
sections (these are SCP input and Classification dock).
Several sub-sections have existed under the major sections that include steps of supervised image
classification. The SCP input section contains an input image and training input options. The
classification dock section consists of four sub-sections namely ROI creation, Macro classes,
Classification algorithm and Classification output.
6. Click on the “SCP input” button, and add the loaded raster image as an input image.
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7. The next step is creating an empty region of interest (training plots) for the raster image. To
start this, click on the “create a new training input” button under the “SCP input”
section. Save the newly created training plots in an appropriate location. Now, the newly
created layer or Shapefile is automatically loaded into a layer panel.
8. Now, you can start developing of training plots or ROI (Region of Interest) for different land
use types. As an example, start creating of ROI by digitizing using left click on the water
feature of the image and finalize by right click.
9. When you finish digitization of ROI, click on the “ROI creation” sub-section under the
“Classification dock”. Give a unique numeric code for Major Class ID (MC ID) and Class ID
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(C ID). Write the name of land use type in MC Info and C Info. Then, click on the save
button , and it displayed on the ROI signature list as a single raw. Try to create as many
training plots as possible, because the precision of classification is depended on the number
and the quality of training plots.
10. Similarly, follow the same procedure to build training plots for other land use types.
11. Once developments of training plots are completed, click on the “Classification algorism” tab
under the “Classification dock”.
12. Click on the active pointer of classification preview button from the toolbar of QGIS
window. This will help to check the quality of classification before producing the final
output. Always, it is necessary to perform a preview of classification as every time a new
ROI (training plots) is added to the ROI Signature list.
13. Assuming that the results of classification previews were good, you can conduct the actual
classification output. Click on the “Classification output” tab under the “Classification dock”.
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Then, click on the “run” button and give the name and location directory of the output files.
Finally, click on “Save”.
Accuracy assessment
Following the previous sections, we can produce a land-use classification map. Now, it is a time
to exercise how to determine the quality of our classification using accuracy assessment.
Accuracy assessment is a process of validating the quality of the classified image with the reality
on the ground. In QGIS, it is possible to quantify the accuracy of your classified image.
Accuracy assessment has three main steps.
In order to generate a random sample plot for validation in QGIS, follow the following
instruction
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Now, the classified raster image is converted to vector. The next step is dissolving the same
value of the pixel in the vector into a single cluster. To check this, right click on the converted
vector layer and look at the attribute table of the vector. You can see repeated values of records
in a single field (column). Therefore, the same values of this field should be grouped into a
single value by the geo-processer called “Dissolve”.
4. In order to dissolve, click on the “Vector” option from the menu bar and select the “Geo-
processing” tool. Click on “Dissolve” tool.
5. When the dissolve window appeared, insert the converted vector as an input layer. Uncheck
the box called “Dissolve all”. Under a unique ID field move the “DN” from unselected box
to the selected box. Click on the “Run” button.
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Now, the dissolved vector is ready to generate random points in each of its land-use types. Later,
the generated random points will use as a representative plot for accuracy assessment.
6. To generate random points, click on the “Vector” from the menu bar, and then click on the
“Research tool”. Choose the option “Random point inside polygon (fixed)”. Insert the
dissolved polygon as an input layer. Decide the number of sample plot in each land-use class,
and write it under the “Number or density of points” box. Finally, click on “Run” button.
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At this time, equal numbers of random plots are generated in each of the land-use classes that are
needed for accuracy assessment. The next step is converting the generated random points to
circular plots by using the geo-processing tool called “buffer”. This is applied to create a circular
plot.
7. To change point plots to circular plots, Click on the “Vector” option. Then, choose the “Geo-
processing” tool. Then again, select the “Fixed distance buffer” option. Here, select the
created random points as an input layer. Write down the radius under the “Distance” box.
Click on the “Run” button. After the execution is completed, the circular polygon will be
created around the random point plots. These polygons are representative plots to study the
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accuracy of the classified image. Therefore, save these polygons in a proper location so that
you can use it for the next step.
The next step of accuracy assessment is preparing ground truth data (reference data). To achieve
this task, follow the procedure below in QGIS. This part is a continuation of the previous steps
(generating random validation plots).
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Figure 10: Representative circular plots to study accuracy assessment
3. Create a new field (column) for the representative polygon layer. The new column is used to
record reference class ID. To create these, right click on the buffer polygon layer, and then
choose the “Toggle editing”. Again, right click on the layer of buffer polygon, select “Open
attribute table”.
4. When the attribute table opens, click on the “New field” button from the upper part of
the table. Now, write the name of the newly created column on “Name” box and click on
“OK”. At this time, the newly created column is added to the table.
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5. Load images of Google Map as a base map (background map) on the opened canvas to
record reference of land-use types. Click on the “Web” option from the menu bar, select the
“OpenLayer plugin”. Select the “Google satellite” from the option “Google maps”. Now, the
Google map image is loaded as a base map so that it enables you to fill up the land class ID
of each circular plot.
Please note that this plug-in requires the availability of high-speed internet service. In addition,
the code given for reference should be corresponding with the classified image. For instance, if
you code the number one (1) for farmland during classification, you should use the same code
(number 1) for farmland during referencing.
6. After recording of the reference data in the circular plots, save the recorded value. Click on
the “save edit” button on the upper part of the attribute table. This file is important for
the next step.
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After reference plots are completed, the final step of accuracy assessment is to compare the level
of agreement between reference and classified data. The level of agreement can be evaluated
using confusion matrix. To conduct the final step of accuracy assessment, follow the following
procedures.
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5. Choose the file name and directory for the result. Finally, you can find a table of confusion
matrix at the lower part of the window.
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5. Calculating spectral indices and terrain analysis
Spectral indices and terrain analysis represent promising developments in image classification
and have been used widely in the remote-sensing. In spite of their application for land use and
cover classification, they still have underutilized their relevance in many ecological studies. This
chapter discusses their performance in various fields of ecology.
Spectral indices are a mixture of reflectance at two or more wavelengths that indicate relative
abundance of a feature on the Earth’s surface. These indices play an important role to identify
popular features on the satellite image (i.e. forest, water bodies bare land…etc). Several spectral
indices are applied in ecological studies such as studies of forest and aquatic/wetlands
ecosystems, vegetation ecology and ecosystem services.
Particularly, many indices are helpful in land-cover classification to identify features of the
Earth. The NDVI, for instance, has a significant role in the identification of vegetation feature
from the satellite image. During image classification, understanding the significance of the
indices is very important to support the processes of classification (Table 4).
In QGIS, there is a possibility to calculate the indices using the raster calculator tool. We use the
selected bands (e.g. the near-infrared and red bands for NDVI) of a raster as an input, and
calculate the indices using their respective equations. Notably, all the input bands of a raster for
index calculation should be processed using image pre-processing techniques (Chapter 3).
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Table 4: Possible spectral indexes used for ecological studies in Landsat imagery ( Landsat7:
Blue=Band 1, Green = Band 2, Red=Band 3, NIR= Band 4, SWIR1 = Band 5, SWIR 2= Band 7; Landsat 8:
Blue=Band 2, Green = Band 3, Red=Band 4, NIR= Band 5, SWIR1 = Band 6, SWIR 2= Band 7 ).
As an example, let us see the steps in calculating NDVI on QGIS software, and you can follow
the same procedure for the rest of indices using their specific equations (Table 4).
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4. Insert the formula of the NDVI in the box called “raster calculator expression”. Put the
output path in the uppermost right of the window.
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5. Finally, click on “OK”.
Terrain analysis is a method in remote sensing to calculate and visualize topographic parameters
such as elevation, slope and aspect. It applies to various professional disciplines. Particularly,
terrain analysis is essential in understanding the role of topographic variables in ecological
processes, and it is applied in determining the relationship between the variables and changes of
the ecosystem. In most of the land cover change studies; these parameters are important to model
the future trends of the change at the landscape level. Deforestation risk analysis, carbon
estimation of the forest, forest fire prediction and other ecological and hydrological modeling are
depended on terrain analysis.
The major input raster file to conduct terrain analysis is a digital elevation model (DEM). The
Space Shuttle Radar Topography Mission (SRTM) and Advanced Spaceborne Thermal Emission
and Reflection Radiometer (ASTER) are the well-known free sources of DEM imageries at the
global level. The USGS archive provides both types of DEM in free of charge (Satellite image
acquisition 3.1).
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We suggest filling the sinks of the downloaded raw DEM before conducting terrain analysis. The
sink fills process cleans out the DEM by removing unnecessary hole that happens in a single or
multiple pixels.
Thus, follow the following procedure to fill the sink of the downloaded DEM image in QGIS
software program.
4. Now, the processing toolbox appears at the right side of the map canvas.
5. Then, write “sink” in the toolbox and press the “Enter” button from the keyboard to search.
Now, available tools are listed in the box.
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6. Now, click on the “Fill sinks” and the “Fill sinks” dialog box appears. Since QGIS does not
have its own tool to carry out fill sink procedure, it utilizes the SAGA extension in QGIS.
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7. Insert the DEM layer in the DEM option. Finally, click on the “Run” button.
Now, The DEM image is ready for further terrain analysis. In QGIS, there is an opportunity to
conduct terrain analysis. For this exercise, we will show you how the slope is calculated, and
then you will exercise for the rest of topographic variables such as aspect.
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4. Insert the processed DEM (Sink fill processed) in the box of the “Elevation layer”. Set the
path of the final output on the “output layer”. Click on the “OK” button.
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Additional options of terrain analysis (i.e. Aspect, Hill shade, Relief and Ruggedness index) are
included in QGIS. Therefore, we recommend you to try it by yourself. The procedure is almost
the same as slope. Their input raster is also the same (DEM).
6. Summary
Remote sensing provides a range of data and methods in ecological studies. Satellite images are
one of the remote sensing data that can be used widely in ecology. The concept of ecological
remote sensing integrates the science of remote sensing in the ecological application. Besides the
existing of several categories of ecological remote sensing, we focused on land-cover
classification that bases an inspection of satellite imagery. Land cover classification can be
carried out with this simple training manual. There are a number of underutilized and free
satellite imageries such as Landsat and Sentinel. As these satellite imageries are improved over
time, we can expect to see products that have better resolution and accuracy. The detailed
methodological approaches discussed, in this manual, are related to various image processing
ranging from image acquisition to interpretation and classification. Finally, approaches to
calculating spectral indices and terrain analysis were illustrated.
7. Acknowledgments
This manual was facilitated with the immense role of a publication committee in the Ethiopian
Environment and Forest Research Institute (EEFRI). Therefore, the authors would like to thank
all the committee members particularly, Dr. Yigardu Mulatu and Dr. Alemayehu Negassa and
our institute (EEFRI). In addition, we would like to acknowledge Dr. Abiyot Berhanu and Dr.
Agena Anjulo for their constructive and valuable comments. Very special thanks to the
Ecosystem research directorate as well as Biometrics, GIS and Database integration
directorate of EEFRI. Finally, we are grateful to the anonymous reviewers for their dedicated
effort to read the manual and provide many suggestions for improvement.
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Mr. Nesibu Yahya
Mr. Nesibu studied his BSc. on Dry land forestry from Mekelle University and his
MSc is on Life Sciences specialized on Applied Agricultural and Forestry Sciences
from Bern University of Applied Science, Switzerland. He has excellent skill on geo-
spatial analysis and other ecological and statistical analysis on different software
environment (ARCGIS, QGIS, SAGA, R and SPSS). Currently, he is working as
research assistant under the directorate of ecosystem management in EEFRI.
Email: - [email protected]
Mr. Solomon Mulat has received his BSc in Agroforestry from Hawassa University
Wondo Genet College of Forestry and Natural Resource in 2011. He has also gained
his MSc. in Geo-information Science and Earth Observation for Natural Resources
Management from ITC, University of Twente the Netherlands in 2017. Since 2012,
he has been working in the Ethiopian Environment and Forest Research Institute as
Assistant researcher. He has skill and experience in geospatial and statistical data
analysis using some application software and tools such as ArcGIS, ERDAS, ILWIS,
QGIS, Collect Earth and R- Studio.
Mr. Melaku Getachew has studied his B.Sc at Dilla University in the field of NRM.
Then after, he has got his MSc. from Bahir Dar University in the field of GIS and
Remote sensing. He had been working as a Lecturer at Debre Markos University.
He taught GIS, Remote sensing, and Surveying courses while he was there. Now, he
is working in Ethiopian Environment and Forest Research Institute as a GIS
researcher.
Email: - [email protected]
EEFRI