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PA RT 1 The importance of site is illustrated in this photo. The land adjacent to the Red River was viewed as ideal for human occupation because it was flat, fertile, and adjacent to a major water way. However, it is also prone to flooding. The Red River floods thousands of acres of farmland as it overflows its banks. The river crested April 6, 1997, but the continued inflow from its tributaries is preventing the water level from dropping at a regular rate. SOME K EY THEMES IN THE STUDY OF HUMAN GEOGRAPHY H uman geography studies the ways in which people and societies are regionally different in their distinguishing characteristics. It seeks to understand the flow of people, goods, and ideas from one region to another. Additionally, it examines the ways that different societies perceive, use, and alters the landscapes they occupy. This wide range of interests would seem to imply an unmanageable range and variety of topics. This implication is misleading, however, for the diversified subject matter of human geography can be accommodated within the themes of geography identified in the first chapter. In part 1 of the book, we devote specific attention to three of these themes—the world in spatial terms, human systems, and regions and places. Two general views emerge from many of the problems facing our world today. The first is cultural and reflects how different social groups are characterized and comprise the individual pieces of the human mosaic. Underlying this perspective are matters related to learned behaviours, attitudes, and group beliefs that are fundamental and identifying features of specific social groups and larger societies. The second view concerns itself with the systems of production, livelihood, spatial organization, and administration— and the institutions appropriate to those systems—that a society erects in response to opportunity, technology, resources, conflict, or the need to adapt and change. This second view recognizes what the French geographers in the early twentieth century called genre de vie—the way of life—of a population that might be adopted or pursued no matter what the other intangible cultural traits of that society might be. Interwoven with and unifying these primary features are the continuing background concern for geographers: society and environment interactions (Chapter 12). We shall pursue each of these views in separate sections of this book and address the unifying interest of human impact on the earth surface both as an integral part of each chapter and as the topic of our concluding chapter. Throughout, we shall keep returning to a small number of basic observations that underlie all of human geographic study: (1) People and the societies they form are differentiated by a limited set of cultural characteristics and organizational structures; (2) without regard to those cultural and organizational differences, human spatial behaviour has common and recurring motivations and patterns; and (3) cultural variations and spatial actions are rooted in the distribution, number, and movements of people. These observations are the concerns of the following two chapters, which focus further attention on the four themes of geography. In Chapter 2, a general approach to research is provided. The second part of this chapter pursues the “World in Spatial Terms” theme, and notes how maps can be used as a data source as well as a tool to interpret information. Maps have been an ongoing pursuit of geographers that has transcended cultures. Chapter 3 examines three important themes in human geography—human systems, regions, and places in the context of globalization. The general physical and behavioural factors that influence spatial interaction are described. This understanding is an important first step in providing a geographical perspective on world, regional, and local processes and problems. 29 fel7005x_ch02_029-057.indd 29 1/23/09 5:43:09 PM CHAPTER 2 THE WORLD IN SPATIAL TERMS—GEOGRAPHIC RESEARCH AND MAPS Aims • To understand the research process • To understand the basic properties of maps and how they show data • To appreciate the power of geographic information systems Some Specific Considerations for Review: 1. The sources of information, primary and secondary, which geographers use, pp. 31–37. 2. How the Census of Canada is spatially organized and some problems of using census data, pp. 34–35. 3. Why geographers use maps, and how maps show location and spatial information, pp. 37–51. 4. Other means of visualizing and analyzing spatial data: mental maps, remote sensing, GIS, and models, p. 51–55. 30 fel7005x_ch02_029-057.indd 30 1/23/09 5:43:17 PM T his chapter has two purposes. First, a general approach to conducting research is described, and focuses attention on two general approaches to reasoning, and the nature of data. Second, we examine the properties of maps and how they can (mis)represent information. Understanding the nature of research, such as how questions are posed, research is designed, data are collected and analyzed, and how maps are used to display results, are important to the development of critical thinking skills. A Research Question: What is the Influence of Place on Human Health? Human health reflects a complex interplay of two general characteristics: (i) individuals (e.g., age structure, genetic composition, lifestyles, culture), and (ii) the circumstances in which they live both environmental (e.g., exposure to pollution) and social (e.g. access to social services). There is a considerable body of research that has focused attention on the relationship among individual factors, such as smoking, alcohol consumption, obesity, and income levels, on health. There has also been concerted and longstanding research to establish causal relationships between exposure to different environmental conditions and health. However, there is also growing concern about the nature and the extent of relationships among urban form, people, the environment and health. The North American population is becoming increasingly obese. There are also increasing rates of asthma and depression. At the same time, North American lifestyles are becoming increasingly sedentary, and this may be linked, in part, to the structure and form of our communities. However, while there is suspicion about linkages between urban form (or place) and health, there has been little conclusive research. This point is illustrated in the 2002 Annual Report on the Health of Montrealers by the Régie Régionale de la Santé et des Service Sociaux de Montréal-Centre. It revealed “big gaps” in health indicators based on a person’s socio-economic status and place of residence (Figure 2.1). It found that life expectancy increased with income levels—poorer men lived 6.6 years and women 3.6 years less than their higher income counterparts. However, determining the nature and extent of the link between place and health has been a difficult research question, in part, because (i) it is difficult to obtain data at the level of the individual (i.e., a scale problem); and (ii) the absence of appropriate statistical methods (i.e., a technical or methodological problem) (Macintyre et al., 2002). Rising to this type of research challenge is the essence of the work of university and college professors, and those who are involved in research in the public, private, and nongovernment sectors. Ross et al. (2004) became intrigued with the link between place and health and specifically posed the following question: “What were the neighbourhood effects (place effects) on health within Montreal?” Using data collected through the Canadian Community Health Survey and the Census of Canada, and applying computer technology to handle large data sets, they applied statistical techniques to answer this research question. They found that neighbourhoods exerted an effect on health status above and beyond the impact of individual risk factors, including smoking, obesity, high stress, and a low sense of belonging to a community. This study is of specific interest to geographers because it was conducted at two scales—the individual and the neighbourhood. Although the neighbourhood effect was found to be small (about 3%) relative to individual factors (e.g., smoking, obesity), they are significant because we can more easily improve the design of our communities (e.g., providing better spaces for walking and recreating) than change individual behaviours (e.g., adopting and affording healthy lifestyles). Ross et al. also found that poor health status was also associated with high levels of self-perceived stress and a low sense of belonging to community. Better community design can increase a person’s sense of belonging to a community. The form and structure of Montreal and many other Canadian cities promotes a high level of car usage, which leads to air pollution and a sedentary lifestyle. Achieving healthy cities should be considered as a key goal for public policy and urban planning, and is an area where geographers can make a meaningful contribution. We will return to this study later in this chapter. For now, appreciate how research questions can develop from previous FIGURE 2.1 Life expectancy maps for Montreal. Source: 2002 Annual Report, “A Profile of Health in Montreal.” The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 31 31 1/23/09 5:43:34 PM research studies, how geography can contribute to public policy, and how there are a mix of challenges, in this case the problems of obtaining health data at the individual level and the initial absence of appropriate statistical tests, which must be overcome in a successful research project. The Research Process The research study above asked and answered some of the questions that lie at the core of geography: What is the pattern of life expectancy in Montreal? What factors explain this pattern? What are the opportunities to improve current conditions? To answer these types of questions, geographers develop knowledge by applying their techniques and skills in a systematic and rigorous manner. There are two general approaches to developing knowledge—inductive and deductive reasoning—both of which use a series of logical steps to explain the world around us (see Figure 2.2). However, they are different in that inductive research looks at particular facts or events and sees if they can be the basis for formulating a general rule or principle. The steps would generally follow from observations made by the researcher, to patterns observed based on a categorization of the observations, to explanations. An example is the Demographic Transition theory, which will be described in Chapter 4. Deductive research more closely follows the “scientific method.” It starts with a sense that a general principle exists and research determines if it applies in specific circumstances. Experiments are designed to prove the validity of the generalization. If it is shown to be valid, then a theory or law can be established. The development of the gravity model (Chapter 3) is an example of this type of thinking. The key in both approaches is to ensure the research question is clear and the appropriate data and analytical techniques are applied that truly test the idea being proposed. Ethical considerations are a fundamental requirement that researchers must consider. Everyone conducting research must consider the ethical aspects. In Canada, the three major research funding agencies—Social Sciences and Humanities Research Council of Canada (SSHRC), Natural Sciences and Engineering Research Council of Canada (NSERC) and the Canadian Institutes of Health Research (CIHR)—have adopted a set of ethical principles (The Tri-Council Policy Statement: Ethics in Research with Human Subjects) to guide research (Table 2.1) The use of GIS presents some interesting questions related to free and informed consent, and privacy. For instance, should a researcher have access to a car navigation system to track a person’s (or number of persons) daily travels without their consent? Whether or not consent is obtained, how can a person’s privacy be maintained if their house location is shown on a map? While each research effort has its own approach (e.g., inductive and deductive thinking), ethical considerations and practical issues (e.g. time and money available, working in remote places), a general research process would likely contain the following elements: (1) clarifying the problem or question, (2) data collection, (3) data analysis, and (4) making conclusions. The following section will consider these four aspects in the context of geographic research. You are probably aware that problem solving is easier when the problem is clearly defined. Before you think about what data you want to collect, ask why you are collecting it. To this end, think about the many purposes that research projects can pursue. It is often INDUCTIVE REASONING DEDUCTIVE REASONING Perceptual Experiences Perceptual Experiences Unordered Facts Views of the Real World Structure Define, Classify, and Measure the Real World Negative Feedback Establish a Model Positive Feedback Develop a Hypothesis Develop a Set of Ordered Facts Develop a Research Design Inductive Generalization Collect Data Establish Laws & Theory Unsuccessful Verify Procedures EXPLANATION Establish Laws & Theory Successful EXPLANATION FIGURE 2.2 Inductive and deductive reasoning. 32 fel7005x_ch02_029-057.indd 32 Some Key Themes in the Study of Human Geography 1/23/09 5:43:39 PM TABLE 2.1 Ethical Aspects of Research • The ethical principles that guide research in Canada and most applicable to research in human geography are: Respect for Human Dignity: Aspires to protect the multiple and interdependent interests of the person—from bodily to psychological to cultural integrity. • Respect for Free and Informed Consent: Requires that people not be forced or pressured into participating in research. This is especially relevant where researchers had previously relied on ‘captive audiences’ for their subjects—prisons and universities. This also means that prospective research participants must be fully informed about the procedures and risks involved in research and must give their consent to participate. • Respect for Vulnerable Persons: Children, institutionalised persons or others who are vulnerable are entitled to protection and special procedures to protect their interests. At a university, these procedures must be approved by the Ethics Board. Respect for Privacy and Confidentiality: The researcher promises participants that their identifying information will not be made available to anyone who is not directly involved in the study. This can sometimes take the form of anonymity, which essentially means the participant will not be named or identified throughout the study. Clearly, the anonymity standard is a stronger guarantee of privacy, but it is sometimes difficult to accomplish, especially in situations where participants have to be contacted several times during a study. Respect for Justice and Inclusiveness: Justice connotes fairness and equity. Procedural justice requires that the ethics review process have fair methods, standards and procedures for reviewing research protocols, and that the process be effectively independent. Justice also concerns the distribution of benefits and burdens of research. Balancing Harms and Benefits: Harm can be defined as both physical and psychological. The analysis, balance and distribution of harms and benefits are critical to the ethics of human research. Modern research ethics, for instance, require a favourable harmsbenefits balance—that is, that the foreseeable harms should not outweigh anticipated benefits. These concerns are particularly evident in biomedical and health research; in research they need to be tempered in areas such as geography, political science, economics, or modern history (including biographies), areas in which research may ethically result in the harming of the reputations of organizations or individuals in public life. helpful to clarify which specific purpose(s) your research seeks to achieve. Five common purposes found in geographic research are: • Description: A major purpose of geographic inquiry is to describe places or how people perceive places, the flow of people, goods and/or services, events, and how humans interact with the environment. Describing the physical and human characteristics of a region, such as the pattern of mortality in Montreal must be done systematically if it is to be considered research rather than journalism. Descriptive studies would answer questions related to what, where, when, and how. • Sometimes, descriptions can involve quantitative measurements in order to establish the strength of relationships. Explanation: Explanatory studies answer the question “why,” such as why do people living in the east end of Montreal have higher mortality rates than those living in the west end? Why do most people immigrating to Canada prefer to live in Toronto, Montreal, and Vancouver? Forecasting and Prediction: The focus is on the future. What will the health of people be if we do not change current urban planning approaches? How will Canadians change their modes of daily travel if the price of gasoline doubles? Assessment: Governments and businesses are often interested in knowing if their programs are working effectively, efficiently, and fairly. Defining these terms and determining how to measure them is often a tricky task. For instance, should we measure the efficiency of a government program by how quickly ambulance services serve the public and at what cost? We could also measure efficiency by how quickly people receive required medical procedures. Alternatively, we might ask people who are served by the program about their views of their own health (e.g., stress level) and the efficiency of the health care system. The overall state of a population can be measured directly by relying on quantitative indicators such as mortality rates, life expectancy at birth, activity restrictions, and people’s perception of their own health. Prescription: Identifying changes that will improve the current situation, much like a doctor prescribes drugs to remedy a disease, is a final general research objective. For instance, how should urban form be changed in order to improve health within a neighbourhood? Having clarified the research question, a researcher is now ready to collect data. There are two types of data sources—primary and secondary. Primary data are collected by the researcher or a member of the research team specifically for the research project or program. Within this context, geographers will talk about “collecting data” or “going to the field.” Fieldwork in geography may involve anything from a walk around campus to Ph.D. research conducted on faraway places for a year or more. When in the field, you must use your observation skills to their best advantage. Examples of primary data sources include questionnaires and social surveys, interviews, focus groups, observational techniques (e.g., “people watching” and participant observation), and landscape analysis. Rather than being collected by the researcher or their team, secondary data are collected by somebody else or another organization. Note that Ross et al. used secondary data sources, which indicates new analysis on secondary data is considered “research.” Geographers often use secondary data collected by government agencies, private organizations (e.g., business reports and statements), or other academic researchers. Census data provided by Statistics Canada are an invaluable source of high quality data (see “The Census of Canada”). Other examples of secondary sources include archives, historical accounts and images, newspapers, censuses, maps, and photographs. Other federal government agencies (Health Canada, Environment Canada), as well as provincial, territorial, and local government The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 33 33 1/23/09 5:43:40 PM The Census of Canada and Its Geography The first known census to be completed on Canadian soil was initiated by Intendant Jean Talon in 1666. He recorded the age, gender, marital status and occupation of the Colony of New France’s 3,215 inhabitants (excluding the Iroquois, who had long lived in the area) in order to aid its planning and development. Some 340 years later, 13.5 million households responded to the census questionnaire issued by Statistics Canada. Eighty percent of the households were asked in 2006 to respond to 8 questions, while the remaining 20% in southern portions of the country responded to an additional 53 questions. Since sampling would not produce accurate results for small populations, all households in northern areas, remote areas, and Indian reserves, completed the longer questionnaire. The census continues to help governments and businesses plan for the future. Section 8 of The Constitution Act of 1867 (formerly The British North America Act) required that a census be taken in 1871. Since that time, decennial census data (called a full census) have provided the cornerstone for representative government. Beginning in 1906, the prairie provinces of Manitoba, Alberta, and Saskatchewan began to take a separate census of agriculture every five years to monitor the growth of the West. Since 1956, the Census of Agriculture and the Census of Population have been taken together every five years across the entire country. The following are the major subjects that Statistics Canada can provide information on: Economy: Business enterprises, Communications, Construction, Manufacturing, National accounts, Prices and price indexes, Science and technology, Service industries, Trade, Transport and warehousing Land and Resources: Agriculture, Energy, Environment, Primary Industries People: Arts, culture and recreation, Education, Health, Labour, Personal finance and household finance, Population and demography, Social conditions, Travel and tourism Nation: Government, Justice Statistical Methods and Reference: Geography, Reference, Statistical methods The quality of the data is very good because of the high response rate and the efforts of officials at Statistics Canada who collect and analyze the information. In 2006, just over 18% of all respondents completed their survey online—the first time this option was made available. This development will reduce the time required to process and release census data, which has been somewhat problematic in the past. Census data are available at various scales, ranging from a city block to the entire country. Key features of its geography are as follows. The 2006 Census Geography FIGURE 2.3a A dissemination block is an area bounded on all sides by roads and/or boundaries of standard geographic areas. The dissemination block is the smallest geographic area for which population and dwelling counts are disseminated. Source: Statistics Canada, http://geodepot.statcan .ca/Diss/Reference/COGG/Index_e.cfm. FIGURE 2.3b The dissemination area is a small, relatively stable geographic unit composed of one or more dissemination blocks. It is the smallest standard geographic area for which all census data are disseminated. They usually have populations of 400 to 700 people. The Dissemination Area that comprises the Census Subdivision of Maple Ridge (B.C.) is shown below. Source: http://geodepot.statcan.ca/Diss/Reference/ COGG/Index_e.cfm. Dissemination area (400–700 people) within Maple Ridge, British Columbia agencies also publish substantial amounts of information, as do other national governments, and international organizations (United Nations, Organization for Economic Cooperation and Development (OECD)). Information can range from statistics on transportation, to public attitudes on topics such as immigration, transportation preferences, and perceptions of health and environmental management. Most research projects begin with a search of secondary sources in order to find out what is already known about a topic and what questions remain to be asked/answered. One must be careful when using secondary data, even those that are of high quality such as Canadian Census data, in order to realize their strengths, weaknesses, and idiosyncrasies. For instance, if you were doing a project on Canadian cities, you would want to make sure you know how urban areas are defined by the census over time. In 2006, an urban area was defined as having a population of at least 1,000 and no fewer than 400 people 34 fel7005x_ch02_029-057.indd 34 per square kilometre. In 1931, all incorporated cities, towns, and villages in Canada, regardless of population size or density, were defined as urban. Other problems can also be encountered. A social geography project on Aboriginal populations would have to be sensitive to the changing definition of the term “Aboriginal,” and changes to the wording of census questions, and patterns of self-identification. Métis were not included in the census until 1981, and only patrilineal descent (male) was counted until 1981. In areas where there is a small population, Statistics Canada will protect the confidentiality of individual responses by applying random rounding to data (especially socio-economic data). In some instances, this means that some of these census tracts appear to have “zero persons” with certain characteristics. However, you cannot be sure if this is the case or if it is due to random rounding. Go to the Statistics Canada website at www.statcan.ca/start.html to find more about the quality of census data. Some Key Themes in the Study of Human Geography 1/23/09 5:43:40 PM Maple Ridge Consolidated Subdivision Dissemination Area Maple Ridge Maple Ridge Consolidated Subdivision FIGURE 2.3c Census tracts are small, relatively stable geographic areas that usually have a population of 2,500 to 8,000. They are located in census metropolitan areas (CMAs) and in census agglomerations with an urban core population of 50,000 or more in the previous census. Census subdivision is the general term for municipalities (as determined by provincial legislation) or areas treated as municipal equivalents for statistical purposes (for example, Indian reserves, Indian settlements, and unorganized territories). A census consolidated subdivision (Figure 2.3d) is a group of adjacent census subdivisions. Generally, the smaller, more urban census subdivisions (towns, villages, etc.) are combined with the surrounding larger, more rural census subdivisions in order to create a geographic level between the census subdivision and the census division. A census metropolitan area (CMA) or a census agglomeration (CA) is formed by one or more adjacent municipalities centred on a large urban area (known as the urban core). A CMA must have a total population of at least 100,000 of which 50,000 or more must live in the urban core. A CA must have an urban core population of at least 10,000. To be included in the CMA or CA, other adjacent municipalities must have a high degree of integration with the central urban area, as measured by commuting flows derived from census “place of work” data. Source: Statistics Canada Geography Division, 2008, http://geodepot.statcan.ca/Diss/ Reference/COGG/Index_e.cfm. Census Division—Greater Vancouver Regional District FIGURE 2.3d Census division is the general term for provincially legislated areas (such as county, municipalité régionale de comté, and regional district) or their equivalents. Census divisions are intermediate geographic areas between the province level and the municipality (census subdivision). Source: Statistics Canada Geography Division, 2008, http://geodepot. statcan.ca/Diss/Reference/COGG/Index_e.cfm. FIGURE 2.3f An economic region (ER) is a grouping of complete census divisions (with one exception in Ontario) created as a standard geographic unit for analysis of regional economic activity. Note that the size of an ER relates to population densities, which explains the large regions in the north and the small sizes in the south of the country. Source: http://geodepot.statcan.ca/Diss/Reference/COGG/ Index_e.cfm. Census Division FIGURE 2.3e In 2006, there were 288 census divisions (Figure 2.2e), 5,418 census subdivisions, as well as all 33 census metropolitan areas and 111 census agglomerations. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 35 35 1/23/09 5:43:42 PM Another way of classifying data is the distinction made between quantitative and qualitative data. Quantitative studies often apply a deductive research approach in order to test and verify hypotheses, and develop models (e.g., gravity model). As mentioned in Chapter 1, quantitative geographers often examine patterns and flows on the landscape. In contrast, the behavioural geographers focus attention on the behaviour of people (e.g., individuals, managers, and business people). They believe that how each person perceives and experiences the landscape reflects differences in a person’s ability to gather and organize information. It is the perceived landscape that emerges from this process that is of interest to behaviouralists. Rather than asking questions about what kind of interaction and/or landscape should be created on the basis of economic or other normative laws, behaviouralists ask why people do (or do not) conduct certain activities. Perceptual data (quantitative data) were obtained by behavioural geographers from people often through questionnaires and perceptual tests. Respondents were often grouped into categories (e.g., floodplain resident, socio-economic status, level of experience with issue) and statistical analysis is commonly performed. Like the quantitative geographers, behaviouralists wanted to provide general explanations and develop laws and theories. Explaining how humans adjust to hazards, and why certain land use patterns in urban and agricultural existed on landscapes, are two examples of the behaviouralist paradigm in geography. However, note that both types of geographers are obtaining different types of quantitative data. Data may also be provided through qualitative methods— interviews, observations, journal accounts, and interpretations. From these sources, a researcher can tease out how emotional, aesthetic, and symbolic factors that bind people and place. This set of tools— interviews, observations, and textual interpretations—developed in a variety of disciplines, came to geography in the 1980s. They are often used by feminist geographers (see “Feminist Geography Research Methods”). Unlike quantitative methods, which use statistics and mathematical modelling to generalize, predict, and control spatial patterns and relationships, qualitative methods promote understanding of how the world is viewed, experienced, and constructed. In other words, these methods help geographers investigate the motives, goals, and social relationships of individuals and groups that help to explain how human landscapes, places, and events are created and represented. Interviews are used to elicit information from individuals or groups and may range widely in terms of number of people questioned, duration of the interview, and the length and type of questions posed. Observations may take a variety of forms, ranging from participant observation—whereby the geographer observes through direct engagement with a people or place—to passive observation—whereby the geographer does not actively engage or encounter the site or people, and merely observes non-obtrusively—to personal reflection—the geographer records his or her impressions after experiencing a particular place or social event. The interpretation of texts also provides a means of understanding the human geographical condition. By critically interpreting the content and social construction of images and writings (e.g., advertisements, diaries, films, literature, maps, newspapers, even song lyrics), geographers can gain rich insights into how humans view, experience, and represent their world. Whether to use quantitative methods, qualitative methods, or some combination of the two, depends upon the kind of questions posed, the kind of knowledge sought, and the philosophical and methodological disposition of the geographer. Data analysis is the third step of the research process. At this stage, the researcher reviews the data that has been obtained, Feminist Geography Research Methods In conducting their research, particularly in the areas of urban, social, and development geography, feminist geographers questioned whether there was a better way to apply the established methods—questionnaires, interviews, and case studies. For instance, they found the phrase “administer a questionnaire” somewhat annoying because it implied that a researcher had to be distant from the “research subject” in order to remain “objective.” Feminists and others, including post-modernists and post-colonialists, were critical of the traditional research process and power dynamics that distanced “researchers” from “subjects.” The most common approach to feminist research has been to apply qualitative methods, and like most researchers, often apply multiple data sources and/or analyses in order to compensate for the weaknesses 36 fel7005x_ch02_029-057.indd 36 of one source with the strengths of another. Table 2.2 compares key elements of traditional and feminist research approaches, and illustrates some of the contributions feminists have made to methodology. Feminists have been recently applying quantitative methods, including GIS. Kwan (2002: 650) suggested that “feminist geographers using GIS methods can experiment and create new visual practices, especially those that can better represent gendered spaces and help construct different spectator positions when compared to conventional GIS methods.” These techniques also carry over to the writing of feminist geographers. While writing in the third person has been the standard rule of “academic writing,” feminists advocate the use of the first person singular (e.g., “I, me”) to remind both the writer and the reader that an actual person has lived through the events associated with the words and sentences, and that this experience can be very different from another person who lived through those same events. Feminist methods are not that unique in the sense that other approaches will also use qualitative techniques. However, feminist research is distinguished in its “ways of knowing, ways of asking, ways of interpreting, and ways of writing” (Women and Geography Study Group of the IBG, 1997: 109). The methods are used in ways meant to challenge gender differences and unequal gender relations both within the practice of geography, and outside in the larger society, with the intent to help change for the better. Some Key Themes in the Study of Human Geography 1/23/09 5:43:54 PM Feminist Geography Research Methods continued TABLE 2.2 A Comparison of Traditional and Feminist Methods General Research Stage Traditional (Patriarchal) Alternative (Feminist) Nature of Research Question Limited, specialized, specific, exclusive. Test hypothesis in order to contribute to theory development. Broad, inclusive. Develop an understanding of people’s experiences. Data Reports of attitudes and behaviours obtained through questionnaires, interviews, and archive records. Mode of data collection determined prior to conduct of research. Data analysis Determined prior to research. Deductive approach. Completed when all data are collected. Statistical analysis. Feelings, behaviours, thoughts, insights, actions as witnessed or experienced by people obtained through interviews, questionnaires, archive records, journals. Mode of data collection determined by context of research. Done during data collection. Relies on development of ideas. Inductive approach. Analysis/Presentation Format A research report describing hypothesis, data collection methods, form of analysis, and conclusions. Objective. A story or a description which includes documentation of the research process—data collection and how patterns were found—and emergent concepts. Subjective, assumes people’s interpretations are valid. Source: Adapted from Reinharz, S. (1983). “Experiential Analysis: A Contribution to Feminist Research.” In Theories of Women’s Studies, edited by Gloria Bowles and Renate Duelli Klein, 162–191. Boston: Routledge & Kegan Paul. and decides what it contributes to the answering of the research questions. Analysis can take many forms including describing the context or processes of “something” (e.g., a government program), classifying data into categories (e.g., a map of a city’s different cultures), drawing graphs, or completing statistical analysis. The last stage of the research process is to make conclusions based on the evidence (data and analysis) that has been collected. This will be influenced by one’s philosophy as illustrated by the age-old problem of determining if a glass of water is half full or half empty. While both responses are correct, they provide different interpretations. A universal guide in making conclusions is to ensure that they answer the questions that were initially posed by the research and are adequately supported by the evidence. To better illustrate how four research steps may be used to organize a commentary on the research completed by Ross et al., see “Thinking about Research.” Maps We now turn our attention to a longstanding and important tool that geographers frequently employ in presenting their results—maps. Geographer H. J. de Blij has suggested that “if a picture is worth a thousand words, a map can be worth a million—but beware” because they can distort reality (as contained in Monmonier, 1996: xi). “All mapmakers use generalization and symbolization to highlight critical information and to suppress detail of lower priority. All cartography seeks to portray the complex, three-dimensional world on a flat sheet of paper or on a television or video screen. In short . . . all maps must tell white lies” (Monmonier, 1996: xi). A map is a two dimensional spatial representation of any part of our world. Our attention for the remainder of this subsection are on map projections, map features (e.g., scale), types of map, and how data may be portrayed on maps. We shall learn that maps can serve their purpose only if their users have a clear idea of their strengths, limitations, and diversity, and the conventions used in their preparation and interpretation. Knowledge of maps can assist geographers in both gathering and interpreting data, and influencing how others interpret their work. Map Projections A map projection is simply a system for displaying the curved surface of the earth on a flat sheet of paper. The definition is easy; the process is more difficult. No matter how one tries to “flatten” the earth, it can never be done in such a fashion as to show all earth details in their correct relative sizes, shapes, distances, or directions. Something is always wrong, and the cartographer’s—the mapmaker’s—task is to select and preserve those earth relationships important for the purpose at hand, and to minimize or accept those distortions that are inevitable but unimportant. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 37 37 1/23/09 5:43:56 PM Thinking about Research: The Influence of Place on Human Health Below is a description, based on the four key steps of research: clarifying the problem, data collection, data analysis, and interpretation. As you become more familiar with the concepts, methods, and findings of a research area, you will be able to extend the comments from descriptive to a constructive commentary. (1) Clarifying the Problem or Questions In the study by Ross et al., their purpose was to describe and measure the relationship between neighbourhood effects and health in Montreal. A key geographic question Ross et al. considered carefully pertained to the meaning of the word “neighbourhood” and how should/could it be measured? There are many reasonable responses to the first question and many constraints to its proper measurement. Ross et al. used boundaries suggested by local government and real estate boards, which are published in the book le Direction de L’habitation. This source defined 88 neighbourhoods on the Island of Montreal. Since this source did not cover the entire area, Ross et al. used the census subdivisions, which are developed by Statistics Canada, to define the additional 20 neighbourhoods in Montreal. This type of inconsistency is common to many research projects and is difficult to remove. at least most of the factors influencing the dimensions of health. (2) Data Collection (3) Data Analysis Ross et al.’s primary data source was secondary and quantitative—the 2000/2001 Canadian Community Health Survey, which is a comprehensive national survey that contains information on health outcomes as well as behavioural and socio-economic information at an individual level. Within Montreal, there was a sample of 1,652 respondents aged 25 to 64 to the survey. Data collected included age, gender, smoking, obesity, stress, sense of community belonging, and household income. Ross et al. measured health outcomes using a health utilities index (HUI), which is based on a respondent’s selfreporting of health across eight dimensions: vision, hearing, speech, mobility, dexterity, cognition, emotion, and pain. To measure the influence of neighbourhoods, data were obtained from the 1996 Census of Canada for the following variables: proportion of single-parent families, proportion of recent immigrants, education level, and median household income of the area. Thus, an underlying assumption of the research was that these variables ideally captured all, or We will not describe the analysis in detail here—many of you will take (or have to take) statistics courses in upper years. Suffice it to say that a combination of statistical and GIS techniques allowed them to establish the validity of their definition of neighbourhood, and then measure its effect on the HUI. Round Globe to Flat Map The best way to model the earth’s surface accurately, of course, would be to show it on a globe. But globes are not as convenient to use as flat maps and do not allow one to see the entire surface of the earth all at once. Nor can they show very much of the detailed content of areas. Even a very large globe of, say, 1 metre in diameter, compresses the physical or cultural information of some 130,000 square kilometres of earth surface into a space 2.5 centimetres on a side. Geographers make two different demands on the maps they use to represent reality. One requirement is to show at one glance generalized relationships and spatial content of the entire world; the many world maps used in this and other geography textbooks and in atlases have that purpose. The other need is to show the detailed content of only portions of the earth’s surface—cities, regions, countries, hemispheres—without reference to areas outside the zone of interest. Although the needs and problems of both kinds of maps differ, each starts with the same requirement: to transform a curved surface into a flat one. If we look at the globe directly, only the front—the side facing us—is visible; the back is hidden (Figure 2.4). To make a 38 fel7005x_ch02_029-057.indd 38 (4) Making Conclusions Three major conclusions were made from the information provided above: • individual risk factors (smoking, obesity, high stress, low household income, low sense of community belonging) have significant negative effects on HUI • about 3% of variation in health status was attributed to neighbourhoods • future research is required to pursue the extent and nature of the neighbourhood influence Source: Ross, N.A., S. Tremblay, and K. Graham. (2004). “Neighbourhood Influences on Health in Montreal, Canada.” Social Science and Medicine 59: 1485–1494. world map, we must decide on a way to flatten the globe’s curved surface on the hemisphere we can see. Then we have to cut the globe map down the middle of its hidden hemisphere and place the two back quarters on their respective sides of the already visible front half. In simple terms, we have to “peel” the map from the globe and flatten it in the same way we might try to peel an orange and flatten the skin. Inevitably, the peeling and flattening process will produce a resulting map that either shows tears or breaks in the surface (Figure 2.5a) or is subject to uneven stretching or shrinking to make it lie flat (Figure 2.5b). Projections—Geometrical and Mathematical Of course, mapmakers do not physically engage in cutting, peeling, flattening, or stretching operations. Their task, rather, is to construct or project on a flat surface the network of parallels and meridians (the graticule) of the globe grid. The idea of projections is perhaps easiest visualized by thinking of a transparent globe with an imagined light source located inside. Lines of latitude and longitude (or of coastlines or any other features) drawn on that globe will cast shadows on any nearby Some Key Themes in the Study of Human Geography 1/23/09 5:43:57 PM FIGURE 2.4 An orthographic projection gives us a visually realistic view of the globe; its distortion toward the edges suggests the normal perspective appearance of a sphere viewed from a distance. Only a single hemisphere—one half of the globe—can be seen at a time, and only the central portion of that hemisphere avoids serious distortion of shape. surface. A tracing of that shadow globe grid would represent a geometrical map projection. In geometrical (or perspective) projections, the graticule is in theory visually transferred from the globe to a geometrical figure, such as a plane, cylinder, or cone, which, in turn, can be cut and then spread out flat (or developed ) without any stretching or tearing. The surfaces of cylinders, cones, and planes are said to be developable surfaces—cylinders and cones can be cut and laid flat without distortion and planes are flat at the outset (Figure 2.6). In actuality, geometrical projections are constructed not by tracing shadows but by the application of geometry and the use of lines, circles, arcs, and angles drawn on paper. In a planer projection, a portion of the earth’s surface is transformed from a perspective point to a flat surface. In polar areas, lines of latitude are represented by a system of concentric circles sharing a common point of origin from which radiate the lines of longitude, spaced at true angles. This type of projection shows true direction only between the centre point and other locations on the map. The location of the theoretical light source in relation to the globe surface can cause significant variation in the projection of the graticule on the developable geometric surface. An orthographic projection results from placement of the light source at infinity. A gnomonic projection is a type of planer projection, and is produced when the light source is at the centre of the earth. When the light is placed at the antipode—the point exactly opposite the point of tangency (point of contact between globe and map)—a stereographic projection is produced (Figure 2.7). (a) (b) FIGURE 2.5 (a) A careful “peeling” of the map from the globe yields a set of tapered “gores” which, although individually not showing much stretching or shrinking, do not collectively result in a very useful or understandable world map. (b) It is usually considered desirable to avoid or reduce the number of interruptions by depicting the entire global surface as a single flat circular, oval, or rectangular shape. That continuity of area, however, can be achieved only at the cost of considerable alteration of true shapes, distances, directions, or areas. Although the homolographic (Mollweide) projection shows areas correctly, it distorts shapes. Source: Redrawn with permission from American Congress Surveying and Mapping, Choosing a World Map. Special Publication No. 2 of the American Cartographic Association, Bethesda, Md. Copyright 1988 American Congress on Surveying and Mapping. Each projection scheme, however, presents a different arrangement of the globe grid to minimize or eliminate some of the distortions inherent in projecting from a curved to a flat surface. Every projection represents a compromise or deviation from reality to achieve a selected purpose, but in the process of adjustment or compromise, each inevitably contains specific, accepted distortions. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 39 39 1/23/09 5:43:58 PM FIGURE 2.6 The theory of geometrical projections. The three common geometric forms used in projections are the plane, the cylinder, and the cone. FIGURE 2.8 These three figures are all equal in area despite their different dimensions and shapes. in agriculture in two different parts of the world, for example, it would be very misleading visually to use a map that represented the same amount of surface area at two different scales. To retain the needed size comparability, our chosen projection must assure that a unit area drawn anywhere on it will always represent the same number of square kilometres (or similar units) on the earth’s surface. To achieve equivalence, any scale change that the projection imposes in one direction must be offset by compensating changes in the opposite direction. As a result, the shape of the portrayed area is inevitably distorted. A square on the earth, for example, may become a rectangle on the map, but that rectangle has the correct area (Figure 2.8). A map that shows correct areal relationships always distorts the shapes of regions, as Figure 2.9a demonstrates. Shape FIGURE 2.7 The effect of light source location on planar surface projections. Note the variations in spacing of the lines of latitude that occur when the light source is moved. Globe Properties and Map Distortions Not all of the true properties of the global grid can ever be preserved in any single projection; projections invariably distort some or all of them. The result is that all flat maps, whether geometrically or mathematically derived, also distort in different ways and to different degrees some or all of the four main properties of actual earth surface relationships: area, shape, distance, and direction. Area Cartographers use equal-area, or equivalent, projections when it is important for the map to show the areas of regions in correct or constant proportion to earth reality—as it is when the map is intended to show the actual areal extent of a phenomenon on the earth’s surface. If we wish to compare the amount of land 40 fel7005x_ch02_029-057.indd 40 Although no projection can reproduce correct shapes for large areas, some do accurately portray the shapes of small areas. These true-shape projections are called conformal, and the importance of conformality is that regions and features “look right” and have the correct directional relationships. They achieve these properties for small areas by assuring that lines of latitude and longitude cross each other at right angles and that the scale is the same in all directions at any given location. Both these conditions exist on the globe but can be retained for only relatively small areas on maps. Because that is so, the shapes of large regions—continents, for example—are always different from their true earth shapes even on conformal maps. Except for maps for very small areas, a map cannot be both equivalent and conformal; these two properties are mutually exclusive, as Figure 2.9b suggests. Distance Distance relationships are nearly always distorted on a map, but some projections do maintain true distances in one direction or along certain selected lines. True distance relationships simply mean that the length of a straight line between two points on the map correctly represents the great circle distance between those points on the earth. (An arc of a great circle is the shortest distance between two points on the earth’s curved surface; the equator is a great circle and all meridians of longitude are half great circles.) Projections with this property can be designed, but even on such equidistant maps true distance in all directions is Some Key Themes in the Study of Human Geography 1/23/09 5:44:01 PM (a) (c) (b) FIGURE 2.9 Sample projections demonstrating specific map properties. (a) The equal-area sinusoidal projection retains everywhere the property of equivalence. (b) The mathematically derived Mercator projection is conformal, displaying true shapes of individual features but greatly exaggerating sizes and distorting shapes away from the equator. (c) A portion of an azimuthal equidistant projection, polar-case. Distances from the centre (North Pole) to any other point are true; extension of the grid to the Southern Hemisphere would show the South Pole infinitely stretched to form the circumference of the map. shown only from one or two central points. Distances between all other locations are incorrect and, quite likely, greatly distorted as Figure 2.9c clearly shows. Direction As is true of distances, directions between all points on a map cannot be shown without distortion. On azimuthal projections, however, true directions are shown from one central point to all other points. (An azimuth is the angle formed at the beginning point of a straight line, in relation to a meridian.) Directions or azimuths from points other than the central point to other points are not accurate. The azimuthal property of a projection is not exclusive—that is, an azimuthal projection may also be equivalent, conformal, or equidistant. The azimuthal equal-distance (“equidistant”) map shown as Figure 2.9c is, as well, a truedirection map from the same North Pole origin. There has been considerable debate within the cartographic community about which map projection is “best.” The Mercator projection, which was frequently placed as wall maps in most classrooms across Canada during your parents’ school days, has had a profound influence how they and others perceive the world (Figure 2.10a). It was developed in 1569 by Gerardus Mercator as a navigation aid because direction is maintained on the map. Draw a line between two points and that provides a compass direction for the trip. However, this benefit comes at a cost—the amount of distortion increases as you move away from the equator. This means that countries such as Canada and the northern hemisphere’s continents, appear much larger than they are relative to equatorial countries and the continents of the southern hemisphere, which are located relatively closer to the equator. This map appeared not only in classrooms but was frequently seen in newspapers, books, and atlases. Thus, the Mercator projection became the mental map of the world for Canadians and people living in the northern hemisphere. This was seen as a distinct but inappropriate geographic advantage of the colonial (European) powers over their many colonies located in the southern hemisphere. In response, it was argued that the Mercator Map should only be used for navigation, and that the Gall-Peters Map (Figure 2.10b) should be used for used for other purposes because it preserves The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 41 41 1/23/09 5:44:03 PM (b) Gall-Peters Projection (a) Mercator Projection (c) Robinson Projection (d) Winkel-Tripel Projection FIGURE 2.10 The Mercator, Gall-Peters, Robinson, and Winkel-Tripel Map Projections. © Peter H. Dana/08 area. Originally developed in 1855 by James Gall and popularized Arno Peters in 1973, this projection, like the Mercator, utilizes a rectangular coordinate system but distorts shape, area, scale, and distance. Since it better represents the size of countries, intense lobbying occurred to have the Gall-Peters adopted as “the map of the world.” The United Nations Development Programme responded and adopted it in its publications. In truth, neither the Gall-Peters nor the Mercator maps provide an accurate representation of the world—only the globe can do that! A compromise projection is the Robinson projection (Figure 2.10c), developed in 1963 by Arthur H. Robinson. While the projection is neither equal area nor conformal, it produced a more appealing visualization. In 1988, The National Geographic Society adopted the Robinson projection for its publications. It switched 10 years later to the Winkel-Tripel projection (Figure 2.10d), which is a modification of the Robinson projection. It was developed to minimize distortion relative to shapes, distances, and perspective. The previous discussion suggest that Canada can be mapped a number of ways. The distortion of shape and area in high latitudes that is commonly associated with cylindrical projections has 42 fel7005x_ch02_029-057.indd 42 affected Canada by overemphasizing its northern extent and either distorts the shape of high latitude areas or makes them appear very remote (Figure 2.11). A Cautionary Reminder Mapmakers must be conscious of the properties of the projections they use, selecting the one that best suits their purposes. It is not ever possible to transform the globe into a flat map without distortion. But cartographers have devised hundreds of possible mathematical and geometrical projections in various modifications and aspects to display to their best advantage the variety of earth features and relationships they wish to emphasize. Some projections are highly specialized and properly restricted to a single limited purpose; others achieve a more general acceptability and utility. If the map shows only a small area, the choice of a projection is not critical—virtually any can be used. The choice becomes more important when the area to be shown extends over a considerable longitude and latitude; then the selection of a projection clearly Some Key Themes in the Study of Human Geography 1/23/09 5:44:06 PM (a) (b) (c) FIGURE 2.11 Canada Portrayed by Different Map Projections. (a) Transverse Mercator Projection is a cylindrical projection and is conformal. It is often used for mapping continents and oceans, equatorial and mid-latitude, and areas with a reasonably large north-south extent. It is used for the 1:250,000 and 1:50,000 National Topographic System series in Canada (to be discussed very soon), in part because it is relatively easy to match the edges of maps. The USGS also uses this type of projection for its topographic map series. (b) Gnomonic Azimuthal Projection is a type of planer map. It maintains (with some limitations) equidistance and true direction. It is well suited for mapping the World (with some limitations), hemispheres, equatorial and mid-latitude areas, continents and oceans, large regions and seas, and polar areas. This type of map is generally used for topographic and navigation purposes, and by the United States Geological Survey, which supplies base and thematic maps covering the United States of America. (c) Lambert Conformal Conic Projection is conformal and maintains true direction (with some limitations). It is particularly well suited for mapping the continents/ oceans, equatorial and mid-latitude areas, and areas with a reasonably large east-west extent. It is often used to map large countries. Source: Reproduced with the permission of the Ministry of Public Works and Government Services, 2008. Map Projections, Atlas of Canada, http://atlas.nrcan.gc.ca/site/english/ learningresources/carto_corner/map_projections.html. depends on the purpose of the map. As we have seen, Mercator or gnomonic projections are useful for navigation. If numerical data are being mapped, the relative sizes of the areas involved should be correct, and equivalence is the sought-after map property. Conformality and equal distance may be required in other instances. While selection of an appropriate projection is the task of the cartographer, understanding the consequences of that selection and recognizing and allowing for the distortions inevitable in all flat maps are the responsibility of the map reader. When skilfully designed maps are read by knowledgeable users, The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 43 43 1/23/09 5:44:17 PM clear and accurate conveyance of spatial information and earth relationships is made convenient and natural. Map Scale We have already seen in Chapter 1 that scale (page 18) is a vital element of every map. Because it is a much reduced version of the reality it summarizes, a map generalizes the data it displays. Scale —the relationship between size or length of a feature on the map and the same item on the earth’s surface—determines the amount of that generalization. The smaller the scale of the map, the larger is the area it covers and the more generalized are the data it portrays. The larger the scale, the smaller is the depicted area and the more accurately can its content be represented (Figure 2.12). An easy way to remember the distinction between small scales and large scales is to compare the numerical value of the representative fraction. The larger the fractional value, the larger the scale (e.g., 1:25,000 is larger than 1:50,000). Map scale is selected according to the amount of generalization of data that is acceptable and the size of area that must be depicted. The user must consider map scale in evaluating the reliability of the spatial data that are presented. Regional boundary Scale 1:250,000 lines drawn on the world maps in this and other books or atlases would cover many kilometres or miles on the earth’s surface. They obviously distort the reality they are meant to define, and on small-scale maps major distortion is inevitable. In fact, a general rule of thumb is that the larger the earth area depicted on a map, the greater is the distortion built into the map. The Globe Grid Maps have been geographers’ longstanding primary tools. With the advent of GIS, they are now used in an even greater variety of ways including as equivalents to notebooks for listing observations, as rough notes, for classifying data, for displaying draft results as patterns, and finally as a means of visualizing spatial conclusions. All spatial analysis starts with locations, and all absolute locations are related to the global grid of latitude and longitude. The key reference points in the grid system are the North and South poles and the equator, which are given in nature, and the prime meridian, which is agreed on by cartographers. Because a circle contains 360 degrees, the distance between the poles is 180 degrees and between the equator and each pole, 90 degrees (Figure 2.13). Latitude measures distance north and south of the equator (0⬚ ), Scale 1:50,000 FIGURE 2.12 The effect of scale on area and detail. These two maps of Squamish, B.C. are from the NTS series and are scales of 1:250,000 and 1:50,000. NTS stands for the National Topographic System which provides topographic map coverage of Canada at scales of 1:500,000, 1:250,000, 1:125,000, 1:50,000, and 1:25,000. The larger the scale, the greater the number and kinds of features that can be included on the map. Scale can be reported in one (or more) of three ways. A verbal scale is given in words (“1 centimetre to 1 kilometre” or “1 inch to 1 mile”). A representative fraction (such as that placed at the left, below each of the maps above) is a statement of how many linear units on the earth’s surface are represented by one unit on the map. A graphic scale (such as that placed at the right and below each of the maps above) is a line or bar marked off in map units but labelled in ground units. Source: © 2006. Produced under licence from Her Majesty the Queen in Right of Canada, with permission of Natural Resources Canada. 44 fel7005x_ch02_029-057.indd 44 Some Key Themes in the Study of Human Geography 1/23/09 5:44:18 PM FIGURE 2.13 The grid system of parallels of latitude and meridians of longitude. Since the meridians converge at the poles, parallels become increasingly shorter away from the equator. On the globe, the 60th parallel is only one-half as long as the equator, and a degree of longitude along it measures only about 55 1/2 kilometres (about 34 1/2 miles) compared to about 111 kilometres (about 69 miles) at the equator (0⬚). and parallels of latitude run due east–west. Longitude is the angular distance east or west of the prime meridian and is depicted by north–south lines called meridians, which converge at the poles. The properties of the globe grid the mapmaker tries to retain and the map user should look for are as follows: 1. All meridians are of equal length; each is one-half the length of the equator. 2. All meridians converge at the poles and are true north–south lines. 3. All lines of latitude (parallels) are parallel to the equator and to each other. 4. Parallels decrease in length as one nears the poles. 5. Meridians and parallels intersect at right angles. 6. The scale on the surface of the globe is the same in every direction. Only the globe grid itself retains all of these characteristics. To project it onto a surface that can be laid flat is to distort some or all of these properties and consequently to distort the reality the map attempts to portray. How Maps Show Location The properties of the globe grid and of various projections are the concern of the cartographer. Geographers are more interested in the depiction of spatial data and in the analysis of the patterns FIGURE 2.14 A portion of the 1:50,000 NTS map for Ottawa (Map 031G05). Topographic maps provide excellent information about ground relief (landforms and terrain), drainage (lakes and rivers), forest cover, administrative areas, populated areas, transportation routes and facilities (including roads and railways), and other artificially-made features. Because so much information is provided about human use of the land, topographic maps are classed as general purpose or reference maps by the International Cartographic Association. © 2006. Produced under licence from Her Majesty the Queen in Right of Canada, with permission of Natural Resources Canada. and interrelationships those data present. Out of the myriad of items comprising the content of an area, the geographer must, first, select those that are of concern to the problem at hand and, second, decide on how best to display them for study or demonstration. In that effort, geographers can choose between different types of maps and different systems of symbolization. General-purpose, reference, or location maps make up one major class of maps familiar to everyone. Their purpose is simply to show without analysis or interpretation a variety of natural or human-made features of an area or of the world as a whole. Familiar examples are highway maps, city street maps, topographic maps (Figure 2.14), atlas maps, and the like. As noted above and in Chapter 1, latitude and longitude form the basis of location. However, since this coordinate system can be difficult to use, others such as the Military Grid, Civilian Grid System, and Universal Transverse Mercator coordinate system have been developed. This subsection devotes attention to the Universal Transverse Mercator (UTM) coordinate system because it is often incorporated into GPS systems. The UTM The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 45 45 1/23/09 5:44:29 PM FIGURE 2.15 The Universal Transverse Mercator (UTM) coordinate system © Peter H. Dana/08 system is based on a grid pattern that divides the earth into 60 zones, each comprising 60 degrees of longitude (Figure 2.15). Each zone is numbered 1 through 60, starting at the international date line (longitude 180⬚ ), and proceeding east. West to east, Canada spans zones 7 through 22 (Figure 2.16). Twenty UTM zones extend from 80⬚S to 84⬚N. Beginning at 80⬚S and preceding northward, the bands are lettered ‘C’ through ‘X’ (omitting letters ‘I’ and ‘O’ in order to avoid confusion with numbers one and zero). Each of these bands is 8⬚ wide with the exception of band X, which is 12⬚ wide. Note that beyond zones C and X, the Universal Polar Stereographic (UPS) grid system is used, and not the UTM system. The UTM lettering system covering the latitude zones for Canada are: — — — — — from 72⬚N lat. to 84⬚N ⫽ “X” (northern 12⬚ zone) from 64⬚N lat. to 72⬚N ⫽ “W” from 56⬚N lat. to 64⬚N ⫽ “V” from 48⬚N lat. to 56⬚N ⫽ “U” from 40⬚N lat. to 48⬚N ⫽ “T” The Grid Zone Designation is identified by reading the column first and then the row. Winnipeg would be in zone 14U and Toronto 17T (Figure 2.16). Within each zone, a square grid is superimposed and is aligned in order that vertical grid lines are parallel to the centre of the zone. Location is determined by the UTM grid coordinates, which are expressed as a distance in metres to the east of the central meridian, referred to as the “easting,” and a distance in metres to the north of the equator, referred to as the “northing.” 46 fel7005x_ch02_029-057.indd 46 The northing values are measured continuously from zero at the Equator, in a northerly direction. To avoid negative numbers for locations south of the Equator, it has been assigned an arbitrary false northing value of 10,000,000 metre. A central meridian through the middle of each 6⬚ zone is assigned an easting value of 500,000 metre. Grid values to the west of this central meridian are less than 500,000; to the east, more than 500,000. Thus, anything west of the central meridian will have an easting less than 500,000 metre. For example, UTM eastings range from 167,000 metre to 833,000 metre at the equator (these ranges narrow towards the poles). In the southern hemisphere, northings decrease as you go southward from the equator, which is given a “false northing” of 10,000,000 metre so that no point within the zone has a negative northing value. In the northern hemisphere, positions are measured northward from the equator, which has an initial “northing” value of 0 metre and a maximum “northing” value of approximately 9,328,000 metre at the 84th parallel—the maximum northern extent of the UTM zones. For instance, the CN Tower, located in zone 17 has a grid coordinates 630084 m east, 4833438 m north. UTM is easier to use than latitude and longitude because it is in a grid (rather than curved) and is in metric units. The UTM system has been integrated into Canada’s National Topographic System, and is represented on the 1:50,000 map sheets in a light blue line (See Figure 2.14). Distances and places can be measured and UTM coordinates determined. For more information go to: http://maps.nrcan.gc.ca/cartospecs/ChapBorder&Grid/Chap Border&GridEF50/BorGriIntro010704E50.htm. Some Key Themes in the Study of Human Geography 1/23/09 5:44:37 PM 84° Russia Area covered by 1,250,000 gridded map sheet 67A Arct i c which falls in two zones Chukchi Bay O ce a n things Appro ximate 8,000,000 metres nor G r e e n l a n d Area covered by 1,250,000 gridded map sheet 87C which falls in two zones Beaufort Sea Alaska 8,00 0 0,0 Baffin Bay 14 4° Zo ne 7 a te oxim Appr gs thin nor s e etr 0m Gulf of Alaska e mat roxi App Labrador Sea 0,000 m Hudson Bay 0, 0 ,00 te 8 ima 00 tre me ort sn gs hin ° 48 e Zon 21 l Merid 0 e2 Zon 19 Zone Zone 18 ° Zone 17 Zone 16 Zone 14 Zone 13 12 Zone Zone U S A Zone 15 12 6 11 Zo n Pacific Ocean rox App Centra 0 2° e1 13 Zo ne 9 ian - 50 Zo ne 8 Area covered by 1,250,000 gridded map sheet 73M which falls in one zone 2 8° Zo 13 2 ne etres E asti ng C a n a d a gs hin ort n s etre 0m ,00 0 0 8,0 r App 00 0, 0 , 00 e8 t a oxim tres me thin nor gs ° 56 A t la nt ic Ocea n 60° 180° 114 ° 108° 102° 90° 96° The central meridian of every zone has been given an easting of 500,000 metres Eastings in a zone decrease to the west and increase to the east MCR 65 84° 78° 66° 72° All northings are distances in metres from the equator which has been given a zero northing FIGURE 2.16 The Universal Transverse Mercator System as it applies to Canada Source: http://www.geod.nrcan.gc.ca/images/utm.jpg. How Maps Show Other Data—Thematic Maps Until about the middle of the 18th century, the general-purpose or reference map was the dominant map form, for the primary function of the mapmaker (and the explorer who supplied the new data) was to “fill in” the world’s unknown areas with reliable locational information. With the passage of time, scholars saw the possibilities to use the accumulating locational information to display and study the spatial patterns of social and physical data. The maps they made of climate, vegetation, soil, population, and other distributions introduced the thematic map, the second major class of maps. Thematic map is the general term applied to a map of any scale that presents a specific spatial distribution or a single category of data—that is, presents a graphic theme. The way the information is shown on such a map may vary according to the type of information to be conveyed, the level of generalization that is desired, and the symbolization selected. Thematic maps may be either qualitative or quantitative. The principal purpose of the qualitative map is to show the distribution of a particular class of information. The world location of producing oil fields, The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 47 47 1/23/09 5:44:39 PM the distribution of Canada’s national parks, or the pattern of areas of agricultural specialization within a province or country are examples. The interest is in where things are, and nothing is reported about—in the examples cited—barrels of oil extracted or in reserve, number of park visitors, or value or volume of crops or livestock produced. In contrast, quantitative thematic maps show the spatial characteristic of numerical data. Usually, a single variable such as population, median income, annual wheat production, or average land value is chosen, and the map displays the variation from place to place in that feature. Important types of quantitative thematic maps include graduated circle, dot, isometric and isopleth, and choropleth maps (Figure 2.17). Graduated circle maps use circles of different size to show the frequency of occurrence of a topic in different places; the larger the circle, the more frequent the incidence. On dot maps, a single or specified number of occurrences of the item studied is recorded by a single dot. The dot map serves not only to record data but to suggest their spatial pattern, distribution, and dispersion. An isometric map features lines (isolines) that connect points registering equal values of the item mapped (iso means “equal”). The isotherms shown on the daily weather map connect points recording the same temperature at the same moment of time or the same average temperature during the day. Identical elevations above sea level may be shown by a form of isoline called a contour line. On isopleth maps, the calculation refers not to a point but to an areal statistic—for example, persons per square kilometre or average percentage of cropland in corn—and the isoline connects average values for unit areas. For emphasis, the area enclosed by isolines may be shaded to indicate approximately uniform occurrence of the thing mapped, and the isoline itself may be treated as the boundary of a uniform region. A choropleth map presents average value of the data studied per pre-existing areal unit—dwelling unit rents or assessed values by city block, for example, or (in Canada) population densities by individual townships within counties. Each unit area on the map is then shaded or coloured to suggest the magnitude of the event or item found within its borders. Where the choropleth map is based on the absolute number of items within the unit area, as it is in Figure 2.17, rather than on areal averaging (total numbers, that is, instead of, for example, numbers per square kilometre), a misleading statement about density may be conveyed. A statistical map records the actual numbers or occurrences of the mapped item per established unit area or location. The actual count of each province’s colleges and universities shown on an outline map of Canada or the number of traffic accidents at each street intersection within a city are examples of statistical maps. A cartogram uses such statistical data to transform territorial space so that the largest areal unit on the map is the one showing the greatest statistical value (Figure 2.18). Maps communicate information but, as in all forms of communication, the message conveyed by a map reflects the intent and, perhaps, the biases of its author. Maps are persuasive because of the implied precision of their lines, scales, colour and symbol placement, and information content. But maps, as communication devices, can subtly or blatantly manipulate the message they impart, or contain intentionally false information (Figure 2.19). 48 fel7005x_ch02_029-057.indd 48 Maps, then, can distort and lie as readily as they can convey verifiable spatial data or scientifically valid analyses. The more map users are aware of those possibilities and the more understanding of map projections, symbolization, and common forms of thematic and reference mapping standards they possess, the more likely are they to reasonably question and clearly understand the messages maps communicate. Mental Maps Mental maps can be thought of a person’s internal map of their known world and illustrate what they perceive about routes, places and regions. Since these maps reflect what a person perceives from a range of information sources, such as what they have actually experienced (primary or direct information), what they have heard, read, and/or seen through conversations, the internet, news media, movies, and books, each person can be expected to have their own unique mental map (secondary or indirect information). This information is used to complete everyday tasks, such as finding your way to class, and giving someone directions. For instance, a mental route map may also include reference points to be encountered on the chosen path of connection or alternate routes of travel (see Figure 1.2). They also allow us to determine a person’s preferences and how they define unique places. We draw mental maps of places that are unfamiliar to us, which reflect our perceptions about a place. They can change over time as we obtain more information. Whether drawn by an individual or a group, mental maps are every bit as real as their creators (and we all have them) as are the street maps and highway maps commercially available, and they are a great deal more immediate in their impact on our spatial decisions. The naming of a place (called toponymy), a topic covered in Chapter 6, helps to shape and enhance our mental maps. In 1960, Kevin Lynch wrote The Image of the City in which he presented his research on student’s mental maps of four urban areas in the United States. He identified five elements that were and remain used to describe urban environments: Paths— routes between places, such as walk or bike paths, streets (e.g. route from home to school). Landmarks— prominent points of interest or particular locations (e.g. home, school). Nodes—meeting places or centres of activity where pathways cross (e.g. financial district, shopping district). Districts— regions which are perceived to be homogeneous (e.g. downtown, university, industrial area). Edges—form the boundaries between districts. Noting the inclusion and exclusion of these elements, and their prominence on a mental map are useful to interpreting how people perceive their environment. Since Lynch’s time, additional techniques have been developed to collect and analyze data from mental maps. These include measuring uni-dimensional aspects (e.g. distance and direction) and two-dimensional aspects as well (e.g. how people draw maps if they are provided with instructions or given a small pre-drawn portion of a map). The latter focuses Some Key Themes in the Study of Human Geography 1/23/09 5:44:41 PM Population by county Population by county 10,000,000 10,000 100,000 4,000,000 1,000,000 1,000,000 10,000,000 100,000 (a) Graduated circle map (b) Dot-distribution map Population by county; data in thousands Population per square mile 0–24 0–99 25–64 100–999 65–129 1000–1999 130–250 2000–16000 More than 250 (c) Isopleth map (d) Choropleth map FIGURE 2.17 Types of thematic maps. Although population is the theme of each, these different California maps present their information in strikingly different ways. (a) In the graduated circle map, the area of the circle is approximately proportional to the absolute number of people within each county. (b) In a dot-distribution map where large numbers of items are involved, the value of each dot is identical and stated in the map legend. The placement of dots on this map does not indicate precise locations of people within the county, but simply their total number. (c) Population density is recorded by the isopleth map, while the choropleth map (d) may show absolute values as here or, more usually, ratio values such as population per square kilometre. Source: From Fred M. Shelley and Audrey E. Clarke, Human and Cultural Geography, © 1994. Reproduced by permission of The McGraw-Hill Companies. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 49 49 1/23/09 5:44:42 PM FIGURE 2.18 McDonald’s Cartogram. This is a cartogram in which each country is sized according to the number of MacDonald’s restaurants contained within it. Note how large the United States is to every other country. The continent of Africa is very hard to distinguish. Due to very small number of McDonald’s restaurants, some countries have been merged illustrating how maps can simplify reality (lie!). Source: © Copyright 2006 SASI Group (University of Sheffield) and Mark Newman (University of Michigan). attention on how mental images and maps are developed while the former indicates the product of that process (Kitchin, 2000). There are many findings associated with mental map research, which, in part, reinforce comments made in Chapter 1 (see “Physical and Cultural Attributes,” “The Changing Attributes Karta SSSR, 1958 Atlas SSSR, 1962 of Space”). First, what you know and how you draw it reflects where you have lived (Figure 2.20) and travelled, especially if it is a popular vacation destination. Second, our everyday conversations and media coverage about a place influence our perceptions. For instance, we may choose routes or avoid neighbourhoods not on objective grounds but on how the area is reported in the media (e.g. high crime). In those choices, gender can play an important role. The mental maps of women may well contain danger zones where fear of, for example, sexual assault, harassment, or encounter with persons or conditions felt to be threatening are determinants in routes chosen or times of journey. Third, individuals who are of lower socio-economic groups draw maps that cover smaller geographic areas relative to those of higher socioeconomic groups (Figure 2.21). Generally, our areas of awareness generally increase with the increasing mobility that comes with Logashkino Logashkino FIGURE 2.19 The wandering town of Logashkino, as traced in various Bol'shoy Sovetskiy Atlas Mira, 1939 Atlas Mira, 1954 ze Ala Logashkino R. ya Atlas Mira, 1967 Atlas SSSR, 1969 Logashkino Logashkino Soviet atlases by Mark Monmonier. Deliberate, extensive cartographic “disinformation” and locational falsification, he reports, became a Cold War tactic of the Soviet Union. We usually use—and trust—maps to tell us exactly where things are located. On the maps shown, however, Logashkino migrates from west of the river away from the coast to east of the river on the coast, while the river itself gains and loses a distributary and, in 1954, the town itself disappears. The changing misinformation, Monmonier suggests, was intended to obscure from potential enemies the precise location of possible military targets. Source: Mark Monmonier, How to Lie with Maps, 2nd ed. © 1996. Reproduced by permission of the University of Chicago Press. 50 fel7005x_ch02_029-057.indd 50 Some Key Themes in the Study of Human Geography 1/23/09 5:44:42 PM FIGURE 2.20 Mental map of Canada drawn by a Maritimer. Mental maps reflect a person’s view of the world. Note the importance and pride reflected in local and regional place values. Source: R.M. Downs and D. Stea (1977). Maps in Minds: Reflections on Cognitive Mapping. New York: Harper & Row, Publishers. ISBN: 0-06-041733-1. Figure 1.3, p. 9. age, affluence, familiarity, and education, and may be enlarged or restricted for different social groups within the city or country. Mental maps are becoming more accessible through the web. On Platial.com, over 5,000 custom maps have been drawn, including maps called autobiogeographies, indicating where they have been. Drawing mental maps forms an important element in neogeography—people using and creating their own maps, on their own terms, and by combining elements of an existing toolset. A neogeographer geotags pictures and images (i.e. adds information about where an image is located often by using a global positioning system (to be discussed shortly) and locates it on a web-based map, such as Google Maps (maps.google.com), Microsoft Maps (local.live.com), or Yahoo Maps (maps.yahoo .com/beta). People often geotag their photos to make a map of their summer vacation. The popular term for drawing mental maps is social mapping—maps that tell people something about a place. Sometimes government agencies or consultants will use a group facilitator to have members of a community work together to learn more about them, their community, and their resources. Over the past 20 years, there has been an increasing worldwide interest in, and respect for, traditional knowledge in guiding resource development decisions, such as timber harvesting, oil and gas development, and park planning, as well as land claims agreements between aboriginals and federal/state/provincial governments (Folke et al., 2007). Broadly defined, traditional knowledge is the “cumulative and collective body of knowledge, experience, and values held by societies with a history of subsistence” (Ellis, 2005: 66). Mental maps have been developed by combining the individual discourses and/or mental maps obtained from local people can indicate a community’s local knowledge or how it defines its region. In a resource management context, information generated from this type of exercise can enhance sustainability (Figure 2.22). Although it has been employed successfully, the utility and accuracy of this type of exercise remains controversial. Some questions the merits of incorporating qualitative data (i.e., the stories, sketches) onto very accurate locational (i.e., quantitative) maps. On the other hand, as illustrated by some pharmaceutical companies, indigenous knowledge has sometimes been exploited by private interests when the location of their valued resources has been revealed. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 51 51 1/23/09 5:44:44 PM FIGURE 2.21 Four mental maps of Los Angeles. The upper and middle-income residents of Northridge and Westwood have expansive views of the metropolis reflecting their mobility and area of travel. Residents of Boyle Heights and Avalon, both minority districts, have a much more restricted and incomplete mental image of the city. Their limited mental maps reflect and reinforce their spatial isolation within the metropolitan area. Source: From Department of City Planning, City of Los Angeles, The Visual Environment of Los Angeles, 1971. Reprinted by permission. 52 fel7005x_ch02_029-057.indd 52 Some Key Themes in the Study of Human Geography 1/23/09 5:44:45 PM FIGURE 2.22 Mental map of the substrate of Lough Neagh as perceived by local fishermen. A study completed by McKenna et al. (2008) developed a mental map of the substrate of Lough Neagh, Northern Ireland from interviews with local fishers. In this instance, fishers were provided with the outline of Lough Neagh and asked to indicate the substrate on it. The fishers’ local knowledge compared very favourably to the information generated from scientific studies. Source: Copyright © 2008 by John McKenna, Rory, J. Quinn and Daniel J. Donnelly, adapted from maps by Admiralty Chart No. 2163 (1983) and Side-scan Sonar Survey of Lough Neagh. Published here under license by The Resilience Alliance. McKenna, J., R. J. Quinn, D. J. Donnelly and J. A. G. Cooper. 2008. Accurate mental maps as an aspect of local ecological knowledge (LEK): a case study from Lough Neagh, Northern Ireland. Ecology and Society 13(1): 13. [online] URL: http://www.ecologyandsociety.org/vol13/ iss1/art13/. Remote Sensing Remote sensing detects the nature of an object and the content of an area from a distance. In the early 20th century, fixed-wing aircraft provided a platform for the camera and photographer, and by the 1930s aerial photography from planned positions and routes permitted reliable data gathering for large and small area mapping purposes. Even today, high and low altitude aerial photography with returned film remains a widely used remote sensing technique. Standard photographic film detects reflected energy within the visible portion of the electromagnetic spectrum. It can be supplemented by special sensitized infrared film that has proved particularly useful for the recording of vegetation and hydrographic features, and by non-photographic imaging techniques including thermal scanning (widely used for studying various aspects of water features such as ocean currents and water pollution and, because it can be employed during nighttime hours, for military surveillance and energy budget observations) and radar mapping (also operative night and day and useful for penetrating clouds and haze). For more than 30 years, both manned and unmanned spacecraft have supplemented the airplane as the vehicle for imaging earth features. Among the advantages of satellites are the speed of coverage and the fact that views of large regions can be obtained. In addition, they are equipped to record and report back to Earth digitized information from multiple parts of the electromagnetic spectrum including some that are outside the range of human eyesight. Satellites enable us to map the invisible, including atmospheric and weather conditions, in addition to providing images with applications in agriculture and forest inventory, land use classification, identification of geologic structures and mineral deposits, and more. The different sensors of the Landsat satellites are capable of resolving objects between 15 and 60 metres (50 and 200 ft) in size. Even sharper images are yielded by the French SPOT satellite (launched in 1986); its sensors can show objects that are larger than 10 metres (33 ft). Satellite imagery is relayed by electronic signals to receiving stations, where computers convert them into photo-like images for use in long-term scientific research and in current-condition mapping programs. In December 2007, Canada RADARSAT-2 was launched. This commercial radar satellite will be used for marine surveillance, ice monitoring, disaster management, environmental monitoring, resource management, and mapping in Canada and around the world. Its ability to monitor human rights abuses is also being explored (Figure 2.23). The Canada Centre for Remote Sensing provides these and other geographic databases to public and private decision makers, and others too (www.ccrs.nrcan.gc.ca). Geographic Information Systems (GIS) Geographic information systems (GIS) extend the use of digitized data and computer manipulation to investigate and display spatial information. A GIS can be envisioned as a set of discrete informational overlays linked by reference to a basic locational grid of latitude and longitude (Figure 2.24). The system then permits the separate display of the spatial information contained in the database. It allows the user to overlay maps of different themes, analyze the relations revealed, and compute spatial relationships. It shows aspects of spatial associations otherwise difficult to display on conventional maps, such as flows, interactions, and three-dimensional characteristics. In short, a GIS database, as a structured set of spatial information, has become a powerful tool for automating geographical analysis and synthesis. A GIS data set may contain the great amount of place-specific information collected and published by Statistics Canada, including population distribution, race, ethnicity, income, housing, employment, industry, farming, and so on. It may also hold environmental information downloaded from satellite imagery or taken from NTS (national topographic system) maps (Figure 2.14) and other governmental and private sources. GIS makes it possible for a map user not only to see where something is located but to combine other pieces of information in order to increase the level of analysis and information generated. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 53 53 1/31/09 4:25:43 PM Terrain Models Network • Street centre lines • Drainage network Utilities • • • • Sanitary sewer lines Water lines Telephone Gas/electric Lots/Ownership • Lot lines • Property lines Zones/Districts • • • • • Comprehensive plan Municipal zoning Voting precincts School districts Census tracts/blocks Base Mapping • • • • • • • • Road pavement Buildings/structures Fences/parking lots Drainage Wooded areas Spot elevation Contour lines Recreational facilities FIGURE 2.24 A model of a geographic information system. A GIS FIGURE 2.23 Porta Farm, Zimbabwe in 2002 and 2006. In May 2005, the Government of Zimbabwe began Operation Murambatsvina, which in English translates to Operation Restore Order or Drive Out Trash. According to the Government, the intent was to crackdown against illegal housing (e.g. squatter settlements) and black market activities, and reduce the risk of the spread of infectious disease in these areas. However, since this initiative coincided with the results of the March election which saw many of the urban poor voting for the Opposition Party, it has argued that the government’s main reason for commencing Operation Murambatsvina was to punish the urban poor for voting for the opposition party. The U.N. estimates the homes of around 700,000 people were destroyed. Over 2.4 million people across Zimbabwe have been affected by the program. Some of this devastation is shown above. In 2002, Porta Farm was home to between 6,000 and 10,000 people who lived in more than 850 homes and other buildings. By 2006, the area had been levelled. Satellite images like these are now being used more frequently to document destruction in many dangerous parts of the world. Amnesty International initiated a project that monitors 12 vulnerable villages in Darfur region of Sudan that uses images produced from commercial satellites that have rented satellites. Find out more at www.eyesondarfur.org. 54 fel7005x_ch02_029-057.indd 54 incorporates three primary components: data storage capability, computer graphics programs, and statistical packages. In this example, the different layers of information are to be used in different combinations for city planning purposes. Different data sets, all selected for applicability to the questions asked, may be developed and used in human geography, economic geography, transportation planning, industrial location work, and similar applications. Reprinted by permission of Shaoli Huang. The key to the GIS is geocoding—the process of assigning absolute location coordinates, such as latitude and longitude, to human and physical features of the earth. For instance, a marketing geographer might combine information on where people buy certain items (think about the last time you were asked for your postal code after buying something at a store) with census information about income and demographics in order to target new products or store locations. An urban geographer might use similar information to determine where affordable housing and social service offices might be best located. GIS allows geographers to determine the relationship between factors, and is becoming increasingly accessible to the public. Google Maps and Google Earth are the simplest and most easily available form of a GIS increasingly used by the general public. A Canadian geographer, Roger Tomlinson (Figure 2.25), has been identified as the “father” of Geographic Information Systems (GIS). According to him, the strength of the term GIS comes from its Some Key Themes in the Study of Human Geography 1/23/09 5:44:52 PM use GIS to provide viewers with up-to-date weather forecasts and maps. Geocaching is an outdoor “treasure-hunting” activity in which the participants use a GPS receiver to hide and find containers (called “geocaches” or “caches”) in local or far-away places. A typical cache is a small waterproof container containing a logbook and “treasure,” usually small toys or trinkets. The first time geocaching is reported to have occurred was on May 3, 2000. On that date, to celebrate improved access by the public to more accurate location information, a bucket of trinkets in the woods outside Portland, Oregon and its location was announced on the web (USENET newsgroup sci.geo.satellite-nav). The rule is to take something, leave something, and sign the logbook. According to geocaching.com, there are 513,240 active caches worldwide covering all seven continents. Systems, Maps, and Models FIGURE 2.25 Roger Tomlinson, the “inventor” of GIS. He was awarded an Order of Canada for his work, which he pioneered the use of worldwide to collect, manage, and manipulate geographical data, changing the face of geography as a discipline. His work with GIS focused on the development of major international GIS programs, ranging widely in geographic scope and content, but with a special emphasis on environmental protection, natural resources management, national parks, and forests. fundamentals: “the word ‘geography’ is not going to go away. It has been in use for hundreds (some would say thousands) of years . . . It is clear to me that the overall process is that of earth description; in short, it is geography. It has been demonstrated beyond any refutation that geography matters in human decision making.” GIS is now being combined with satellite-enabled global positioning systems (GPS) in cars, cell phones, iPhones, and BlackBerries. This software allows people to find out not only where they are located, but also provides them with directions about how to get to where they want to be. GPS is a satellite-based navigation system, called NAVSTAR, originally developed for military purposes starting in 1978, and is maintained and controlled by the United States Department of Defence. Made fully operational in 1995, it utilizes a set of at least 24 satellites which transmit precise microwave signals to the GPS receiver and allows it to determine its location (within a few metres), speed, direction, and time. The NAVSTAR system is often referred to as the GPS, (at least in Canada and the United States) because it was generally available first. The Russians have developed their own system (GLONASS). The Europeans are working on a system—the Galileo positioning system. India and China are considering the development of their own systems. GIS and GPS are inspiring people to explore their world and re-invigorating people to read and make maps. TV stations The content of area is interrelated and constitutes a spatial system that, in common with all systems, functions as a unit because its component parts are interdependent. Only rarely do individual elements of area operate in isolation, and to treat them as if they do is to lose touch with spatial reality. The systems of geographic concern are those in which the functionally important variables are spatial: location, distance, direction, density, and the other basic concepts we have reviewed. The systems that they define are not the same as regions, though spatial systems may be the basis for regional identification. Systems have components, and the analysis of the role of components helps reveal the operation of the system as a whole. To conduct that analysis, individual system elements must be isolated for separate identification and, perhaps, manipulated to see their function within the structure of the system or subsystem. Maps and models are the devices geographers use to achieve that isolation and separate study. Maps, as we have seen, are effective to the degree that they can segregate at an appropriate level of generalization those system elements selected for examination. By compressing, simplifying, and abstracting reality, maps record in manageable dimension the real-world conditions of interest. A model is a simplified abstraction of reality, structured to clarify causal relationships. Maps are a kind of model. They represent reality in an idealized form so that certain aspects of its properties may be seen more clearly. They are a special form of model, of course. Their abstractions are rendered visually and at a reduced scale so they may be displayed, for example, on the pages of this book. The complexities of spatial systems analysis—and the opportunities for quantitative analysis of systems made possible by computers and sophisticated statistical techniques—have led geographers to use other kinds of models in their work. Model building is the technique social scientists use to simplify complex situations, to eliminate (as does the map) unimportant details, and to isolate for special study and analysis the role of one or more interacting elements in a total system. With this introduction to geography from the perspective of the “World in Spatial Terms,” we are able to continue our exploration of geography from three other important themes in the next chapter. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 55 55 1/23/09 5:44:59 PM Want to Learn More? Inductive and Deductive Reasoning: http://www.socialresearchmethods.net/ kb/dedind.php Atlas of Canada, Natural Resources Canada: http://atlas.nrcan.gc.ca/site/english/ index.html 2006 Census of Canada: www2.statcan.ca/ccr_r000_e.htm UTM Maps Map Projections: http://atlas.nrcan.gc.ca/ site/english/learningresources/carto_corner/ map_projections.html U.N. Maps: www.un.org/Depts/ Cartographic/english/htmain.htm Remote Sensing, Canada Centre for Remote Sensing: www.ccrs.nrcan.gc.ca GIS Natural Resources Canada: http://maps. nrcan.gc.ca/cartospecs/ChapBorder&Grid/ ChapBorder&GridEF50/ BorGriIntro010704E50.htm Geocaching: www.geocaching.org Environment Canada: http://www.emanrese.ca/eman/ecotools/gisarea/intro.html The Guide to GIS: http://www.gis.com/ Global Positioning Systems, Canadian Space Agency: http://www.space.gc.ca/asc/eng/ resources/publications/success16.asp Parks Canada: http://www.pc.gc.ca/docs/pc/ guide/geocache/index_e.asp Summary The research process is generally characterized by four main steps and five common purposes. In order to be rigorous, researchers use a mix of data sources (primary and/or secondary; quantitative and/or qualitative) and/or forms of analysis. The census of Canada is a very reliable secondary source of data and is valuable because data can be tracked over space and time through a range of geographic scales. Maps are an important source of geographic data and a way to present results. All maps are an imperfect rendering of the three-dimensional earth and its parts, on a two-dimensional surface. In that rendering, some or all of the characteristics of the global grid are distorted, but convenience and data manageability are gained. Spatial information may be depicted in a number of ways, each designed to simplify and clarify the infinite complexity of the real-world. GIS allows for the creation, storage, analysis, and visualization of data in both two and three dimensions, and is emerging as a technique all geographers should have some familiarity with. GIS is becoming increasingly more accessible to the general public. Geographers use verbal and mathematical models for the same purpose, to abstract and to analyze. K EY WOR DS azimuthal projection 41 conformal projection 40 conic projection 43 cylindrical projection 43 deductive research 32 developable surface 39 equal-area (equivalent) projection 40 equidistant projection 40 56 fel7005x_ch02_029-057.indd 56 geocaching 55 geocoding 54 geographic information systems (GIS) 53 geometrical (perspective) projection 39 gnomonic projection 39 global positioning system (GPS) 55 graticule 38 inductive research 32 map 37 mental map 48 mathematical projection 38 model 55 neogeography 51 orthographic projection 39 primary data 33 projection 37 qualitative data 36 quantitative data 36 remote sensing 53 scale 44 secondary data 33 spatial system 55 stereographic projection 39 social mapping 51 Universal Transverse Mercator (UTM) 45 Some Key Themes in the Study of Human Geography 1/23/09 5:45:04 PM FOR R EVIEW 1. What are the major subjects of the Census of Canada? 2. List at least four properties of the globe grid. Why are globe grid properties apt to be distorted on maps? 3. What does prime meridian mean? What happens to the length of a degree of longitude as it approaches the poles? 4. What different ways of displaying statistical data on maps can you name and describe? 5. Look at the maps of Canada in Figure 2.11. Which do you think is the “best” map? What criteria should be applied in determining which is “best”? 6. Using Google Maps. Go to http://www. youtube.com/watch?v⫽Cd5eu-4kCoA to find a short clip on how to use the Google Map interface. To see some of the power of Google maps, go to http://maps.google.com/. Zoom in on your university/college town. When can begin to see a reasonable level of detail in the street pattern, go to the box “Find Businesses.” Type in a general or specific business (e.g., coffee, pizza, insurance; Starbucks, Tim Horton’s, Pizza, Pizza, Dominos). How would you describe the pattern of this business relative to accessibility to customers? Press the “Satellite” icon and zoom in on your residence or home. What time of day was this image taken? How can you tell? Google Maps provides highresolution satellite images for most urban areas in Canada. Compare the level of detail provided within your university town to a nearby rural area. census consolidated subdivision, census division, and economic region. Some problems with using census data include the delay in obtaining data once it is collected, although this should become shorter as more data are collected online. Averaging of data, particularly when populations are small, detracts from the precision of data while protecting the confidentiality of respondents. 3. Why do geographers use maps, and how do maps show spatial information? pp. 37–51. Maps are tools geographers use to identify and delimit regions and to analyze their content. They permit the study of areas and areal features too extensive to be completely viewed or understood on the earth’s surface itself. Thematic (single category) maps may be with qualitative or quantitative. Their data may be shown in graduated circle, dot distribution, isometric, chloropleth, statistical, or cartogram form. 4. In what ways in addition to maps may spatial data be visualized or analyzed? p. 51–55. Informally, we all create “mental maps” reflecting highly personalized impressions and information about the spatial arrangement of things (for example buildings, streets, landscape features). More formally, geographers recognize the content of area as forming a spatial system to which techniques of spatial systems analysis and model building are applicable. FOCUS FOLLOW-UP 1. What are the sources of information, primary and secondary, which geographers use? pp. 31–37. Geographers use a wide range of sources to obtain information. Common primary data sources include surveys, interviews, field observations, and participant observation. Popular secondary data sources include the census, and reliable surveys completed by government agencies, nongovernment organizations, and the private sector. 2. How is the Census of Canada spatially organized and what are some problems in using this data source? pp. 34–35. The census geography ranges from city block, dissemination area, ONLINE LEAR NING CENTR E The World Wide Web has a tremendous number and variety of sites pertaining to geography. To access Web sites, Internet exercises, self-quizzes, videos, and additional study tools relevant to this chapter’s content, visit the Human Geography Online Learning Centre at www.mcgrawhill.ca/olc/fellmann. The World in Spatial Terms—Geographic Research and Maps fel7005x_ch02_029-057.indd 57 57 1/23/09 5:45:07 PM