important The fundamental issue The problem of pattern and scale is the central problem in ecology unifying population biology and ecosystems science and marrying basic and applied ecology Applied challenges require the interfacing of phenomena that occur on very different scales of sp ID: 338064
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Slide1
Why is ‘geography’ important?Slide2
The fundamental issue
"The problem of pattern and scale is the central problem in ecology, unifying population biology and ecosystems science, and marrying basic and applied ecology. Applied challenges ... require the interfacing of phenomena that occur on very different scales of space, time, and ecological organization. Furthermore, there is
no single natural scale at which ecological phenomena should be studied
; systems generally show characteristic variability on a range of spatial, temporal, and organizational scales." (Levin 1992; italics added
)
This
quote equally applies to health studies, crime analysis, etc., and emphasizes the fact that geography is a fundamental element of any and all analyses.Slide3
A working solution
None-the-less, many have argued that ecological phenomena tend to have characteristic spatial and temporal scales, or spatiotemporal domains (e.g.,
Delcourt
et al.
1983, Urban
et al.
1987
).
A
central tenet of landscape ecology is that particular
phenomena
should be addressed at their characteristic scales. Likewise, if one changes the scale of reference, the phenomena of interest change. Slide4
Characteristic scales?
What are some characteristic scales?
Animals (criminals?)
may select for a resource in a consistent direction or for a mixture of habitats—denoted as “simple” and “complementary” selection.
A species that is restricted in distribution to rocky tidal zones has an obvious characteristic scale (a simple selection), while a species such as a cougar ranges widely across a broad range of habitats (a complementary selection) and, thus, identifying the appropriate scale to study cougar behaviour is much more complex.Slide5
Characteristic scales?
What are some characteristic scales?
Similarly, serial criminals can be commuters or marauders; one commits offences primarily within their own
neighbourhood
(a marauder) while the other travels outside of the
neighbourhood
to commit their offences (a commuter). Obviously, in the one case identifying the characteristic scale of analysis is easy (i.e., the
neighbourhood
), while in the other a completely different scale of analysis would be required. (How to determine??)Slide6
Commuter
Marauder
87% of serial sexual offenders were found to
be Marauders
(Australian study)
Importance of working with the correct model / scaleSlide7
Multiscale
analyses
are therefore
required if one truly
wants to develop a
full understanding of
a place in space.
This is the study design
of the
BOREAS
study.Slide8
Source
To address the issue of multiple scales that characterize the African Monsoon
a
multiscale
approach is being taken. Slide9
Why is geography important?
Issues such as
:
the scale, grain and extent of a study area,
the modifiable areal unit problem,
the nature of the boundaries of a study area, and
spatial dependence /
heterogeneity
are implicit in any spatial
analysis.Slide10
Why geography is important.
Given the above, landscape ecologists, epidemiologists, health geographers, and crime analysts all must carefully consider the 'geography' of their problem, and what effects that geography
alone
may have on their analyses (e.g., do more crimes occur in area A than area B simply because more people live in area A, or are there more crimes because there are higher levels of drug use in the area
?).
Simply
put—are the results dependent upon the spatial nature of the data, or do they reflect the results of a process? (Most likely, a combination of both.)Slide11
Scale terminology
Grain
The minimum resolution of the data (defined by scale, the "length of the ruler"). In raster lattice data, the cell size; in field sample data, the quadrat size; in imagery, the pixel size; in vector
spatial data
, the minimum mapping unit.
Extent
The scope or domain of the data (defined as the size of the study area, typically)Slide12
Scale
"Scale" is not the same as "level of organization."
Scale
refers to the spatial domain of the study, while
level of organization
depends on the criteria used to define the system
.
For example, population-level studies are concerned with interactions
amongst
conspecific
individuals, while ecosystem-level studies are concerned with interactions among biotic and
abiotic
components of some process such as nutrient cycling.
One could conduct either a small- or large-scale study of either population- or ecosystem-level phenomena.
Conspecific: Of or belonging to the same species Slide13
Scale
As one increases scale in a study of a system:
Fine-scale processes or constraints average away and become constants. For example, at the scale of a
quadrat
(say, 10 x 10 m) in a forest, it is reasonable to ignore larger-scale variability in soil parent material: the trees within the
quadrat
all see the same soil type. Likewise, at the time-scale of years to decades, long-term climate trends are not apparent (although fluctuations in weather might be
).
Ex.
1Slide14
Scale
As one increases scale in a study of a system:
Reciprocally, as we increase the extent of our
analysis,
parameters that were constant now become variable and must be accounted. If we were to extend the forest sampling to cover a large watershed or basin, soil types would indeed vary and we would need to address this variability. Likewise, microclimate as it varies with elevation and topographic position would become a real source of variability affecting forest pattern at this larger scale.
Ex.
1Slide15
Scale
Finally, new interactions may arise as one increases the extent of inquiry. At the scale of a landscape mosaic, interactions among forest stands, such as via dispersal of plant or animal species, emerge as new phenomena for study. (Emergent processes)
The magnitude or sign of correlations may change with spatial extent. At the scale of a single habitat patch, abundances of different species might be negatively correlated due to
interspecific
interactions; but if one considers a set of these habitat patches in a heterogeneous landscape, any species inhabiting similar habitat types will be positively correlated.
Thus: explanatory models are
scale-dependentSlide16
Scale & spatial autocorrelation
-’ve correlation within each stand, +’ve correlation between stands
A standSlide17
Spatial autocorrelation
Cliff and
Ord
(1973) define spatial
autocorrelation:
‘If the presence of some quantity in a sampling unit
(e.g., a county
) makes its presence in
neighbouring
sampling units
(e.g., adjacent counties
) more or less likely, we say that the phenomenon exhibits spatial autocorrelation’.
It may be classified as either
positive, random
or negative. In a positive case similar values appear together, while a negative spatial autocorrelation has dissimilar values appearing in close association (or similar values maximally dispersed).Slide18
Spatial autocorrelation
The distribution of organisms over the
earths’
surface means that most ecological problems have a spatial dimension. Biological variables are spatially
autocorrelated
for two reasons
:
inherent forces such as limited dispersal, gene flow or clonal growth tend to make neighbours resemble each other;
organisms may be restricted by, or may actively respond
to,
environmental factors such as temperature or habitat type, which themselves are spatially
autocorrelated
(
Sokal
& Thomson 1987). Obviously describes crime and disease patterns as well (inherent vs extrinsic forces).Slide19
Spatial autocorrelation
Moran's I is a weighted product-moment correlation coefficient,
where the weights reflect geographic proximity.
Values of I larger than 0 indicate positive spatial autocorrelation;
values smaller than 0 indicate negative spatial autocorrelation. Slide20
MAUP
The modifiable areal unit problem is endemic to all spatially aggregated data. It consists of two interrelated parts.
First, there is uncertainty about what constitutes the objects of spatial study--identified as the scale and aggregation problem.
Second, there are the implications this holds for the methods of analysis commonly applied to zonal data and for the continued use of a normal science paradigm which can neither cope nor admit to its existence. Slide21
Object uncertainty: Scale
The
scale effect
is the tendency, within a system of modifiable areal units, for different statistical results to be obtained from the same set of data when the information is grouped at different levels of spatial resolution (e.g., enumeration areas, census tracts, cities, regions).
This
infers
that as one changes the scale of the study there is a corresponding change in
‘grain’. Slide22
Object uncertainty: Aggregation
The
aggregation or zoning
effect is the variability in statistical results obtained within a set of modifiable units as a function of the various ways these units can be grouped at a given scale, and not as a result of the variation in the size of those areas. Slide23
MAUP effects
This illustrates
both the scale
and aggregation
effects.Slide24
Aggregation
The problem with aggregated data comes not (only) with the data themselves or any conclusions drawn from them, but from attempts to extend the conclusions to another level of spatial resolution (usually finer, like to individual households or people). Attempting to do this is called
ecological fallacy
.
All the statistics and model
parameters could
differ between the two levels of resolution, and we have no way to predict what they are at the finer
level,
given the values at the coarser level. Slide25
MAUP
The second component of MAUP follows from the uncertainty in choosing zonal units.
Different
areal arrangements of the same data produce different results, so we cannot claim that the results of spatial studies are independent of the units being used, and the task of obtaining valid generalizations or of comparable results becomes extraordinarily difficult.
MAUP therefore consists of two problems--one statistical and the other geographical /
philosphophical
, and it is difficult to isolate the effects of one from the other. Slide26
Given that many policy decisions are made on the basis of statistical
associations obtained from the analysis of spatial data
(
e.g., funding for multicultural activities to
neighbourhoods
on
the basis of the percentage ethnic population living there),
much
more attention needs to be paid to the problem.Slide27
Using the MAU effect we can create zonings
with particular statistical
aims in mind.
Another exampleSlide28
MAUP in action
Redrawing the balanced electoral districts in this example
creates a guaranteed 3-to-1 advantage in representation
for the blue voters. Here, 14 red voters are
packed
into
the yellow district and the remaining 18 are
cracked
across
the 3 blue districts. This is known as gerrymandering.Slide29
Gerrymandering
The MAUP is a very real issue for politicians.
One of the requirements of Civil Rights era legislation is that states that had a history of racial discrimination (generally, the states that constituted the Confederacy, including Texas) must obtain "pre-clearance" of all redistricting plans from the U.S. Department of Justice. This is because of the tendency of those states to engage in so-called "racial gerrymandering" – configuring districts in order to minimize minority representation. This can be done either by concentrating minorities in as few districts as possible (minority vote concentration), or distributing them across many districts (minority vote dilution). Slide30
Carved out with the aid of a computer,
this congressional district was the product
of
California's incumbent gerrymandering
. Slide31
Spatial units
We should identify that two distinct types of spatial units are commonly used in geographic analysis--artificial and natural units.
Census
data collected for individuals, but aggregated and represented as artificial areas, present a major problem in interpretation to social geographers, and cannot be treated in the same way as 'natural' areal data, such as soil type, that is collected and represented as areal data.
However, even ‘natural’ units are not without their problems (e.g., fuzzy / fractal boundaries)Slide32
Spatial units
Artificial
‘Natural’Slide33
Simpson’s paradox
However, there are other elements which may impact any study using aggregated data.
Simpson's Paradox
is commonly encountered.
If the values of the variables vary in correlation with another (e.g., areas with high unemployment rates are often associated with areas that also exhibit high rates of other social-economic characteristics), then it may be impossible to obtain a reliable estimate of the true correlation between two variables.
ExampleSlide34
Simpson’s paradox
The paradox in the example arises because we assume that race is the independent variable while unemployment is the dependent variable. In fact, location is the independent variable (and unavailable for examination when we only examine the totals) and unemployment and race are the dependent variables.
An example of a common-response relation
.Slide35
Correlation considerations
Are the other variables
that we aren’t considering
driving the relation?Slide36
Why does the MAUP exist?
Geographical areas are made up not of random groupings of individuals / households, but of individuals / households that tend to be more alike within the area than to those outside of the area. Three main classes of models have been identified:
Grouping
Group-dependent
FeedbackSlide37
Neighbourhood models
Grouping models
, in which similar individuals / households choose, or are constrained, to locate in the same area / group, either when those groups are formed or through migrations.
That is to say, some process has operated and / or continues to operate such that individuals / households
do
not randomly
move into
areas. (Chinatown, Sikh neighbourhoods in Surrey
)
A tendency for plants with similar ecological requirements to be located in 'communities'. Slide38
Neighbourhood models
Group-dependent models,
in which individuals / households in the same area / group are subject to similar external influences.
For example, there may be some 'contextual' variable affecting all individuals in the area. Alternatively, some common influence may have operated in the past, the effects of which are still
felt (
e.g., the restrictive covenants that used to be in place in the British properties in West Vancouver).
The rain shadow effects felt in the Okanagan Valley, and the
dryland
communities that result.Slide39
Neighbourhood models
Feedback models
, in which individuals / households interact with each other and influence each other, and the frequency / strength of such interaction is likely to be greater between individuals in the same area / group than between individuals in different areas.
(A tendency
for people living nearby to interact and as a result to develop common characteristics
.)
A bog community, wherein the acid conditions are maintained by the decomposition of the plants found therein. Slide40
Neighbourhood models
Grouping
Group-dependent
Feedback
Autocorrelation exists, but
how was it established, and
what maintains it now?Slide41
Neighbourhood models
These models could all be operating, and be operating at different scales (block, neighbourhood, city, province).
Therefore, attempting to achieve a perfect understanding of the reasons why MAUP occurs may be impossible. These models describe different ways in which spatial (auto)correlation may be acting on the variables of interest.Slide42
Conclusion
So, as you can see, developing an understanding of the role that geography
alone
can play in an analysis is vital--before one can search for meaningful biological, environmental or sociological explanations for an observation, one should first eliminate the geographic explanation
.
Ultimately, neighbourhoods are composed of unique combinations of biological (behavioral, social, political, economic) and physical environments (all of which might change over time), and no combination of statistical manipulations may be able to unpack such a complex set of 'actors.'