Abstract
Several commentaries on the original paper contributed valuably to one of its goals – promoting discussion about the contents of quantitative methods curricula for human geography undergraduate and postgraduate courses. But the only commentary relevant to the other goal, promoting fuller understanding of contemporary spatial science across the entire discipline, was disappointing, raising new critical issues – regarding, for example, the use of place and of data collected from individuals in spatial scientific studies. These are responded to in this reply.
Our initial contribution (Johnston et al., 2014) aimed to consolidate the place of ‘spatial science’ within contemporary human geography (with particular reference to the United Kingdom), not by pressing its claims against other approaches that should be marginalised or eliminated (we don’t think there are any), but by ensuring that practitioners and students engage with its contributions to the discipline’s raison d’être. The paper addressed two main issues: overcoming the mis-understandings and (quite possibly unintended) mis-representations of ‘spatial science’ that are too common in the contemporary literature, especially introductory textbooks; and initiating debates about what a curriculum advancing quantitative understanding might contain, given major changes in the volume and nature of available data.
Our reaction to the commentaries is that we have been much more successful in the latter task. Several make important contributions regarding what should be taught within undergraduate and postgraduate curricula, how and why. However, we were disappointed that none indicated we had made any headway in convincing nonspatial scientists that contemporary work in this area should be recognised as an integral part of geography’s task of understanding the world. It is not just a transferable skill associated with numeracy and employment but a rich area of research into substantive interests at the discipline’s heart. Hence much of this response seeks to advance that purpose yet again.
Two steps back! What is spatial science, what does it do and why is it important?
Spatial science is our (and others’) shorthand description for a wide range of work characterised by statistical analysis of numerical data; it might also be described as quantitative human geography. Other authors apparently use spatial science to describe a particular epoch in geography’s history only, the so-called ‘theoretical and quantitative revolutions’ of the 1950s–1960s. Our main concern is that it is often presented as history – something that has been and gone, or perhaps lingers at the disciplinary margins. We argued that this notion of past tense is inappropriate, as is any idea that what remains of spatial science today has evolved neither in practice nor in its philosophical underpinnings from practices some decades ago. Nobody surely suggests that cultural geography is unchanged since Carl Sauer, yet spatial science seems to us too frequently mis-interpreted, notably in introductory undergraduate course textbooks. 1
It has been suggested that quantitative geographers have been slow to engage in some of human geography’s philosophical debates concerning constructions of knowledge. Although not entirely valid (see the debates around geographic information system (GIS) and its purposes in the 1990s: Pickles, 1995; Curry, 1998), spatial scientists have perhaps been slow to showcase the importance of what they do to the discipline, especially to new generations of scholars and students. We should be more involved in the (co-)production of such texts in the future.
Spatial science: What it was and what it is
The main response to the first part of our paper is Cresswell’s; 2 when writing our original paper his book was the most recent exemplar of the problems we identified as too common in contemporary texts. We found much to admire in his book. Moreover, lest it be seen that we are overly preoccupied by one author’s writings, we emphasise that his mis-representations of spatial science as largely mired in the 1960s are not unique. Indeed, the third edition of a bestseller (Cloke et al., 2014) makes exactly the same claims regarding spatial science’s marginality (pp. xxii–xxiii and 940), not having changed from its 1960s origins of ‘formulating and testing theories of spatial organisation, interaction and distribution’. That book has three goals (p. xv): to map out ‘the big, foundational ideas that have shaped the discipline past and present’; to explore ‘key research themes [now] being pursued in Human Geography’s various sub-disciplines’; and to identify ‘some of the current research foci that are shaping the horizons of the subject’. In the editors’ view spatial science certainly plays no part in the second and third of those, so students need not be introduced to its work (in stark contrast, Cox, 2014, sees it as fundamental). A book written for ‘students new to university degree courses’ basically ignores contemporary spatial science. Its editors claim that human geographers ‘argue both that human life is shaped by “where it happens” and that “where it happens” is socially shaped’ (p. xvii) – which is exactly what much contemporary spatial science demonstrates. Alongside Cresswell, however, they see quantitative work as descriptive only (p. xxii: Little, 2014, 26 – implies that quantitative analysis can describe but not explain and equates spatial science with ‘a kind of spatial determinism in which spatial difference caused social inequality’ – p. 25, her emphasis – and a ‘belief that space was passive’)! Explanation and causation are very much on quantitative social science’s contemporary agenda with considerable interest and progress in doing this with observational not experimental data – witness the 1600+ pages of Davis (2014) and also Gangl (2010).
Cloke et al.’s book (2014) is not entirely lacking reference to more recent work in spatial science – witness Kitchin’s (2014) careful discussion of the difference between explanation and understanding, clearly identifying the methodological and philosophical distinctions between quantitative and qualitative work but without (understandably) detailed illustrations of the types of analysis conducted in contemporary spatial science; Conradson (2014) briefly mentions, but without exemplars, the epidemiological tradition in the geography of health and well-being. A chapter on GIS asserts that it facilitates data collection, analysis and modelling but provides no examples of the latter two (Haklay, 2014); it seems more concerned to advance engagement between GIS and ‘critical human geography’ than with spatial science and its illustrations of GIS’s utility refer to business applications only. Nowhere in a book of over 900 pages is the full range of spatial science’s powerful contemporary arsenal engaged with and there are no illustrations of what can be achieved through rigorous quantitative data analysis. There is an acceptance that students should have some introductory training in numerical methods but no willingness to address why. Books like Cresswell’s and Cloke et al.’s – plus others and, perhaps, many lectures, seminars and tutorials – risk ending-up normalising the discipline (Amariglio et al., 1993; Klein, 1993; Lenoir, 1993; Luke, 1999) according to their authors’ conceptions of what it should and should not contain rather than presenting introductory students with a conspectus of its diversity of practices and letting them decide.
Castree et al. illustrate the same issue in their two definitions of spatial science (2013: 486). The first – ‘An approach to human geography centred on the analysis of spatial patterns and processes through quantitative methods, with the ultimate aim of establishing spatial laws’ – is very similar to Cresswell’s and Cloke et al.’s, especially regarding laws; a subsequent discussion clearly identifies such work as concentrated in the 1950s–1970s. Their second definition – ‘A collective term for GIS, cartography, remote sensing, photogrammetry, surveying, geodesy, and related disciplines concerned with scientific spatial analysis, sometimes also termed “spatial sciences” – they suggest is “often used to imply a set of academic and technical interests separate from but also complementary to geography”’. Their definition of locational analysis is synonymous with that for spatial science (p. 291) and spatial analysis is defined as (pp. 480–481) ‘The mapping and analysis of spatial properties and patterns’, apparently incorporating much of what we include within contemporary spatial science, but their brief definition concludes that ‘With the development of GIS, spatial analysis has become a mainstream policy tool for making sense of spatial data and for aiding companies to plan their activities’ – much narrower than our definition of spatial science. They do, however, note that ‘While quantitative geography is not as dominant as it once was, it is still a potent and vital part of the discipline’ (p. 406) – exactly our point: with Cox (2014), we very much regret any ‘marginalization of quantitative methods in human geography’ (p. 255). 3
What we, following Cresswell (2013), call spatial science may therefore be associated by some with pre-1980s practices, whereas more contemporary work, because it distances itself from logical positivism, is simply embraced by the collective title of quantitative geography. However, Cresswell’s commentary suggests that he does not make this distinction – nor, we believe, do Cloke et al. (2014) and others; they associate spatial science with the logical positivist search for laws of spatial patterns and behaviour rather than – as we stressed when initiating this dialogue – the identification and analysis of spatial variations and the search for explanatory accounts in the realist not the positivist tradition. Hence this response to Cresswell’s commentary, in which he extends his critique of such work. 4
Place in spatial science
… place – especially as manifested in neighbourhoods – is a fundamental context that has widespread effects on crime, perceptions of order and disorder, well-being and much more, including the social organization of the contemporary metropolis. (Sampson, 2013: 1)
Cresswell’s view that the ‘contemporary focus in spatial science on local variability sounds like a numerical version of regional geography’ further illustrates his misinterpretation of what he terms a wider ‘culture of numbers’. Regional geography as practised in the United Kingdom up to the 1970s suffers from a poor reputation (Gould, 1979). Nevertheless at its best it ensured that students knew the basic lineaments of the wider world and gave some appreciation of ‘place’ as Cresswell defines it (can one understand the world unless one can first describe it?). He believes that our deployment of place is simply a description of ‘what things gather where’. It is much more than that, however, because analyses show that which people gather, and in many cases interact, where can influence what happens there and may be transmitted elsewhere (near or far), of which there is no better illustration than decades of meticulous quantitative research in the epidemiological tradition (e.g. Cliff et al., 2000). Place to spatial scientists is a context in which things happen, because places are constituted by people who interact there: a recent overview of American research in this area (see e.g. Sampson, 2012) concluded that not only ‘the American system of stratification is organized, in part, along spatial lines’ but also ‘the spatial dimension of American inequality plays an important role in the maintenance and reproduction of inequality across multiple dimensions’ (Sharkey and Faber, 2014). With increasing inequalities at all spatial scales (Wilkinson and Pickett, 2009), it seems perverse not to focus on the role of places as contexts in the reproduction and exacerbation of those inequalities.
Counting the individual
One recent major change in spatial science, indeed social science more generally, has been its increasing collection and use of data at the individual rather than the aggregate scale, avoiding the ecological and other fallacies that so many earlier studies encountered as well as the modifiable areal unit problem. 5 Cresswell is ‘far from sure that I want to celebrate the entry of the individual into the domain of calculability’, citing issues of privacy and surveillance plus ‘a more existential set of issues about the reduction of human subjectivity’. He asks ‘Do we want individuals to be quantified in this way? Do we want to encourage it by using the data?’ Our answer is a resounding yes – we want students to be savvy users of useful data that may well be the product of capitalist or ‘surveillance’ societies but can be used to inform, critique and reveal the shortcomings and social disparities within those societies. Are we unwitting co-producers of a society driven by cold quantitative and economic logics? Perhaps, but so also are those who are unwilling (unable?) to turn the numbers against themselves and engage in social and other public policy relevant critique. We fully recognise the problems of privacy and confidentiality, and believe that students should be trained to do so too – issues addressed in Elvin Wyly’s commentary – as well as ensure that collection and analysis of data compromise neither, but we firmly believe that without such data many important issues could not be fully addressed and compelling problems would remain unresolved. This is clearly illustrated in much spatial science research showing, for example, that without individual data it is impossible to elucidate the relative importance of genetic and environmental factors (let alone their interactions) on disease causation (Sabel et al., 2009) and appreciate the mortality impacts of environmental events (Pearson et al., 2013). To illustrate the potential problems when groups are used to make inferences because individual data are unavailable, consider claimed gender bias in admissions to the University of California, Berkeley (Bickel et al., 1975). Overall, male applicants were considerably more likely than women to be admitted, but when individual data were examined by department there was no evidence of bias – because males tended to apply to less-competitive departments. Students need to be fully aware of such paradoxes and their geographical equivalent, the ecology fallacy, in making inferences with aggregate data.
We have never claimed that the approaches we promote ‘even begin to approach our subjectivity’, nor would we argue that research in cultural geography focusing on subjectivity (whose ‘data’ must presumably be collected from individuals?) should not occupy a prominent place within geography. We simply contend that there is more to studying and trying to change the world than subjectivity.
We live in a capitalist society in which the state is necessarily important, where more big data are being ‘pumped out by corporations, governments and the media’. We agree with Cresswell that students should ‘know enough to question the stream of numbers’ but disagree with his wish that they should not be ‘part of the making of a comprehensively calculable world’. They are going to be, and we see it necessary that they are prepared to be citizens of such a world (however undesirable we might think that is idealistically). Those data are involved in the ‘production of profit and the manipulation of populations’; ensuring students are aware of that means our teaching must involve much more than them knowing ‘what correlation means (even just to know that it is still not causation)’. Our argument is represented by him as ‘Big businesses, governments and an assortment of ill intentioned people know about numbers and use them therefore we (well intentioned) people must do so too’. But that does not make us the lackeys of corporate capitalism and governments; we are social scientists ensuring that students become citizens who can evaluate how those (often well intentioned) people collect and use data as well as, as far as possible, that they are used for the greatest good of the greatest number. As Thompson (2010: 381) expressed the case for retaining Canada’s decennial census, high-quality data are needed not only to inform decision-making but also ‘to allow the society to question and judge whether or not the government is acting in its best interests’.
Nevertheless, we share Cresswell’s (and Wyly’s) concerns about the intrusiveness of much corporate big data production. There is, however, a difference between data obtained through covert surveillance and that given either freely (credit or store loyalty card use or via leaving your mobile phone on permanently) or as part of one’s civic duty, as with data collected by democratically accountable governments to pursue their policies (as with censuses: Hannah, 2010 discusses citizen opposition to their collection and particular forms of use). The UK government, through its open data initiatives, is increasingly making such data available for public use if there is no conflict with individual and group confidentiality and privacy, enabling both critical analysis and well founded contributions to policy development. 6 Without access to such data, carefully balanced against the individual rights to geoprivacy and guards against abuse and misuse, there is the risk of significantly impeding advances in the understanding of and responses to morbidity and mortality patterns (Exeter et al., 2014).
We too do not favour a society where, as Wyly expresses it, ‘Human trust is under siege, replaced by an expanding universe of surveillance’. But a civilised society surely needs some form of welfare state to tackle Beveridge’s five ‘Giant Evils’ – want, disease, ignorance, squalor and idleness (Timmins, 1995). Although policies designed to tackle each of those five are ultimately aimed at individuals, many are delivered to them within collectivities (e.g. schools and hospitals). Analyses conducted by academic social scientists and those in the public sector trained in their methods – using place as context, whether in studies of unemployment, morbidity and mortality, poverty or a wide range other topics – are fundamental to appreciating where the problems that the welfare state exists to solve are concentrated and thus the where of its policy directions (Bastow et al., 2014).
There is, however, one element of the ‘domain of calculability’ not addressed by Cresswell, that requires caution. Counting and, especially, reporting what we have counted frequently involves categorising individuals, which structures society in ways that become part of how it is represented and reproduced. The earliest censuses did this by not only counting individuals in places but also what categories – such as occupational classes – they were members of (Levitan, 2011). Some categories are (relatively) uncontestable, such as age and sex; many others are highly contested, such as the much-debated ethnicity categories deployed by the UK’s Office of National Statistics (Berthoud, 1998). This involves what has been termed the ‘mutual construction of statistics and society’ (Sætnan et al., 2011), much of it undertaken (especially by social scientists) by and for the state to promote its governance objectives – and, some would argue, the exercise of power by those controlling the state bureaucracies (Desrosières, 2011; Kullenberg, 2011). Those categorisations can be arranged along an objective–subjective scale: as they approach the latter pole, they should be treated with far more caution because of the difficulty of measuring many concepts – as with the UK Prime Minister’s ‘happiness index’. 7 All quantitative spatial science curricula must ensure student awareness of the social construction of many of the categories analysed and the role of such analysis in how socio-spatial structures are represented. They must also appreciate that measurement and categorization are not simple and straightforward interpretive acts and subjectivity brings its own problems. Oakley’s (1990: 177) polemic ‘Who’s afraid of the randomized control trial’ argues that ‘random numbers have the edge over human intuition because human beings are not always right in the judgements they make’. Indeed she claims that quantitative experimental methods are a key part of emancipatory social science lest the ideology of researchers and practitioners is imposed on those being researched and the status quo is thereby maintained.
One (good) step forward: curriculum design for spatial science
We are very grateful for the two commentaries that directly address what should be included in a spatial science curriculum spanning (United Kingdom) under- and postgraduate degree courses – and Elvin Wyly’s wider appreciation of the nature of ‘big data’.
David O’Sullivan introduces two important correctives: we accept that the role of geometry was underplayed. Our main concern was to stress that the emphasis on the geometry of spatial order that characterised early spatial science was no longer a major consideration. In doing so, we ignored important work (for instance, Batty, 2013) exploring the spatial structuring of contemporary cities without reference to the homo economicus distance- and cost-minimisation assumptions of earlier modelling. 8 Similarly, we had no intention of sidelining GIS/geographic information science (GISc), widely used in much quantitative analysis of spatial distributions: our position reflected that what was cutting edge has now become mainstream. GIS is at the core of any viable spatial science curriculum, including the growing importance of visualisation as a key tool, whilst research at the frontier of software and hardware development (i.e. GISc) is concentrated in a few centres.
Chris Brunsdon takes our arguments forward in several important ways. We were particularly attracted to his thoughts regarding ‘data journalism’. Some journalists are already well trained in the quantitative arts (Rogers, 2013), but the message needs to go beyond as well as through student communities – just as geographers did in earlier decades with regard to graphicacy via maps. The emergence of a ‘big data paradigm’ and its implications for social scientific (i.e. reproducible) research should not be underplayed. Big data are not collected using a ‘scientific’ research design (unlike censuses and many official statistics); conventional measures of statistical significance have little relevance with such large-N ‘pseudo-samples’. All of these issues need to be taken into account when designing courses to prepare students for the big data world, which goes far beyond the world envisaged by the early teachers of quantitative methods (Gregory, 1963).
Wyly takes the discussion of big data even further (see also the collection in this journal convened by Graham and Shelton, 2013), debating whether as geographical scholars writing for an audience of scholarly geographers we really control the content of the curriculum and whether any control that we have retained is under threat. Although we accept many of the concerns regarding surveillance (Graham and Wood, 2003) and the ways in which people – not least elected politicians – may/will deploy big data in an empiricist framework to provide evidence sustaining their positions, we are not as pessimistic as Wyly. Fears of a ‘thought police’ and a technocratic takeover of geography within British academia are much overblown. Indeed, within the audit culture suggested by Wyly, (cultural) geography is nevertheless flourishing within a broad-based discipline, which we defend and have no intention of challenging.
Why must this dialogue be continued?
This is a time when the Mayor of London does not understand that in a normalised distribution with 100 as its mean and a standard deviation of 15, 16% of the respective population will always score below 85 and 2% will always be above 130. 9 It is also the time when the head of the UK’s school standards body stated that all students should obtain above average grades in English. This is a time when two Harvard economics professors’ work is used to justify a global austerity package based on an overgeneralised relationship between debt and growth that inverted the causal flow (Bell et al., 2014). This is a time when the UK’s Home Secretary (a University of Oxford geography graduate) declared that feelings matter more than fact in policy shaping, 10 and whose department replied to an European Union request for the evidence about costs for ‘health tourists’ with ‘We consider that these questions place too much emphasis on quantitative evidence’. 11 This is a time when another cabinet minister in charge of reconstructing significant components of that country’s welfare state rejects evidence-based policy because he believes that what he is doing is right and good. 12
This is a time when a mother was wrongly convicted in the United Kingdom of murdering her children and imprisoned because a key expert witness did not understand that the multiplication theorem of probabilities requires the events under consideration to be independent, and the court did not appreciate that the need to avoid the prosecutor’s fallacy requires weighing up the relative likelihood of the two competing explanations for the children’s deaths; although double sudden infant death syndrome (SIDS) fatalities in the same family are very rare, double infant murder in the same context is rarer still. 13
As these examples illustrate, there has never been a greater need for informed use of quantitative evidence and the widest possible appreciation of evidence and uncertainty. Addressing this issue requires a variety of approaches in which all levels of the educational system should play a role by ensuring a sufficiently numerate population who can appreciate and critique quantitatively phrased arguments. Our case is that geography degree programmes should not just play a part in that educational process through introductory courses in enumeration (Cloke et al., 2004). Spatial science should be at the core of all such programmes because it is so important and will undoubtedly become even more so as big data increasingly come to dominate much public and private sector decision-making. Whilst it remains the case that geography is a relatively numerate discipline in UK schools and universities, a recent report raised concerns about students simply not having the computational or more ‘advanced’ skills needed to undertake quantitative research (or to compete with those from other countries where the training is to a much higher level: Harris et al., 2013; see also ESRC, 2013).
Geography matters, because ‘human life is shaped by “where it happens” and … “where it happens” is socially shaped’. Contemporary spatial science addresses that, through rigorous analyses across a wide range of subject matter – economic, social, political and even cultural. It is much more than quantitative description; it is rigorous quantitative analysis of patterns, relationships and differences that can only be appreciated through the study of aggregates (albeit often bespoke aggregates created from individual – many of them geocoded – data), which are not only important to understanding and accounting for the structuring of society but also in many cases highly relevant to policy development attempting to create a better, more equal and sustainable society. This is exemplified by a massive, ever-expanding volume of literature. As this response was being drafted several papers attracted our attention. One was a meta-analysis demonstrating strong and consistent relationships between individual students’ educational performance and the characteristics (such as family income) of their classroom peers (Johnson, 2013: see also Goux and Maurin, 2007; Syed, 2011: 3–7); another showed that the incidence of mental illnesses across areas was significantly linked to crime rates there (Dustmann and Fasani, 2013); Norman and Boyle (2014) extended earlier work exploring links between migration, areas of varying degrees of socio-economic deprivation and age-specific death rates (‘people live in different types of places at different stages in the life course’); and Rind et al. (2013) linked health inequalities within England to the geography of recent industrial decline. These, and many others, illustrate the structuration processes adumbrated by Cloke et al.: people make places and places make people.
The issues discussed in those papers – educational performance, crime, illness – have important subjective elements worthy of study. But each individual experience can also be treated as an ‘objective’ fact, albeit with a degree of measurement error (a doctor misdiagnosing a cause of death, for example), combined with other similar observations and subject to aggregate statistical analysis. It is then possible to uncover whether certain events or characteristics are significantly clustered into particular places, and – if that is the case – begin asking why (a question that may be posed before the data collection begins, of course, if either previous studies or theoretical arguments suggest plausible reasons that should be tested using rigorous analytical procedures). Only then can ameliorative action – tackling the spread of an infectious disease, for example, or reducing differences in life expectancy – be considered. Evidence-based policy requires much more than thin description of what things gather where; it requires knowledge of why they are gathered there and the impacts of such clustering. Similar arguments can be made for evidence-based analyses of policy implementation (such as the ‘bedroom tax’/‘spare room subsidy’ introduced in the United Kingdom in 2013: see Hamnett, 2013). Such evidence-based pre-policy and post-implementation analyses would hopefully ensure fewer government blunders of the frequency and magnitude described and analysed by King and Crewe (2013).
Unfortunately, those arguments are not accepted by all geographers. The commentaries by Brunsdon and O’Sullivan are from scholars already convinced by the case, whereas Wyly also appreciates the argument and points out some of the problems that those promoting the teaching of spatial science will (already do?) face, given the ‘big data revolution’. But, sadly, there is only one contribution from among the substantial number of unconvinced geographers and who, we fear, illustrates the ‘mutual mis-understanding, avoidance and mis-representation’ that is all-too-common in contemporary human geography. Cresswell indicates that his attitude towards spatial science reflects the failure of teachers to enthuse him about it when he was an under- and postgraduate. Our original paper clearly similarly failed to stimulate him – and perhaps others too – to address that misunderstanding and avoidance. The dialogue must continue, however, because of the issue’s importance.
Footnotes
Acknowledgement
We are very grateful to the commentators for the time they have taken to respond to our original paper and to Rob Kitchin for his encouragement.
