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Distortion Effects in Equal Area Unit Maps

Schiewe, Jochen

Abstract

Maps that correctly represent the geographic size and shape of regions, taking into account scaling and generalization, have the disadvantage that small regions can easily be overlooked or not seen at all. Hence, for some map use tasks where small regions are of importance, alternative map types are needed. One option is the so-called equal area unit maps (EAUMs), where every enumeration unit has the same area size, possibly also the same basic shape such as squares or hexagons. The geometrical distortion of EAUMs, however, leads to a more difficult search for regions as well as a falsification of topological relationships and spatial patterns. To describe these distortions, a set of analytical measures is proposed. But it turns out that the expressiveness of these measures is rather limited. To better understand and to model the influence of distortions, two user studies were conducted. The study on the search in EAUMs (also with the aim of reconstruct the search strategies of the users) revealed how important it is to consider the local topology (e.g. corner or border positions of regions) during the generation process. With regard to pattern identification, it could be shown that EAUMs significantly increase the detection rate of local extreme values. On the other hand, global lateral gradients or geostatistical hot spots often get blurred or even lost. As a consequence, a task-oriented selection of map types and further developments are recommended.

Full text

Vol.:(0123456789) 1 3 KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 h ps://doi.o g/10.1007/s42489-021-00072-5 Dis o ion E ec s inEqual A ea Uni Maps JochenSchiewe1 Recei ed: 5 Decembe 2020 / Accep ed: 7 Janua y 2021 / Published online: 1 Feb ua y 2021 © The Au ho (s) 2021 Abs ac Maps ha co ec ly ep esen he geog aphic size and shape o egions, aking in o accoun scaling and gene aliza ion, ha e he disad an age ha small egions can easily be o e looked o no seen a all. Hence, o some map use asks whe e small egions a e o impo ance, al e na i e map ypes a e needed. One op ion is he so-called equal a ea uni maps (EAUMs), whe e e e y enume a ion uni has he same a ea size, possibly also he same basic shape such as squa es o hexagons. The geome ical dis o ion o EAUMs, howe e , leads o a mo e di icul sea ch o egions as well as a alsi ica ion o opological ela ionships and spa ial pa e ns. To desc ibe hese dis o ions, a se o analy ical measu es is p oposed. Bu i u ns ou ha he exp essi eness o hese measu es is a he limi ed. To be e unde s and and o model he in luence o dis o ions, wo use s udies we e conduc ed. The s udy on he sea ch in EAUMs (also wi h he aim o econs uc he sea ch s a egies o he use s) e ealed how impo an i is o conside he local opology (e.g. co ne o bo de posi ions o egions) du ing he gene a ion p ocess. Wi h ega d o pa e n iden i ica ion, i could be shown ha EAUMs signi ican ly inc ease he de ec ion a e o local ex eme alues. On he o he hand, global la e al g adien s o geos a is ical ho spo s o en ge blu ed o e en los . As a consequence, a ask-o ien ed selec ion o map ypes and u he de elopmen s a e ecommended. Keywo ds Equal a ea uni maps· Cho ople h maps· Pa e n iden i ica ion· Usabili y Ku z assung Ka en, die un e Beach ung des Maßs abes und de Gene alisie ung die geog aphische G öße und Fo m on Regionen ko - ek wiede geben, haben den Nach eil, dass kleine Regionen leich übe sehen ode ga nich gesehen we den. Dahe we den ü einige Ka ennu zungsau gaben, bei denen kleine Regionen on Bedeu ung sind, al e na i e Ka en ypen benö ig . Eine Op ion sind sogenann e Equal A ea Uni Maps (EAUMs), bei denen jede Einhei dieselbe Flächeng öße und zumeis auch dieselbe G und o m wie Quad a e ode Hexagone besi z . Die geome ische Ve ze ung on EAUMs üh jedoch zu eine schwie ige en Suche nach Regionen sowie zu eine Ve älschung opologische Beziehungen und äumliche Mus e . Um diese Ve ze ungen zu besch eiben, wi d ein Sa z on analy ischen Maßzahlen o geschlagen. Es zeig sich jedoch, dass die Aussagek a diese Maßzahlen ehe beg enz is . Um den Ein luss on Ve ze ungen besse e s ehen und modellie en zu können, wu den zwei Anwende s udien du chge üh . Die S udie zu Suche in EAUMs (auch mi dem Ziel, die Such- s a egien de Benu ze nachzu ollziehen) e gab, wie wich ig es is , die lokale Topologie (z. B. Eck- ode Randposi ionen on Regionen) wäh end des Gene ie ungsp ozesses zu be ücksich igen. In Bezug au die Iden i ika ion äumliche Mus e konn e gezeig we den, dass EAUMs die E kennungs a e lokale Ex emwe e signi ikan e höhen. Ande e sei s e schwim- men globale la e ale G adien en ode geos a is ische Ho Spo s häu ig ode gehen soga e lo en. In olgedessen we den eine au gabeno ien ie e Auswahl on Ka en ypen sowie wei e e En wicklungen emp ohlen. Schlüsselwo e Equal A ea Uni Maps· Cho ople henka en · Mus e e kennung· Geb auchs auglichkei 1 In oduc ion Maps gene ally ollow he p inciple o co ec ly ep esen ing he geog aphic size and shape o egions, o cou se, unde conside a ion o scale and gene aliza ion. Howe e , due o * Jochen Schiewe jochen.schiew[email p o ec ed] 1 Lab o Geoin o ma ics andGeo isualiza ion (g2lab), Ha enCi y Uni e si y Hambu g, Henning-Vosche au-Pla z 1, 20457Hambu g, Ge many 72 KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 he he e ogeneous di e ences in he size o he enume a ion a eas, his o en leads o a e y small egions appea ing so small ha hey can be o e looked o no seen a all (e.g. Singapo e is shown in a wo ld map a a scale o 1: 90 million as an a ea o 0.3mm by 0.5mm). In cho ople h maps, he e a e also he cogni i ely caused e ec ha la ge egions a e pe cei ed as mo e dominan , al hough hey ha e he same colo alue compa ed o he small egions, which leads o misin e p e a ions and w ong decisions (Slocum e al. 2009). Empi ical s udies ha e con i med ha he de ec ion a es in he o de o 60% o global ex eme alues in small a eas wi hin cho ople h maps a e signi ican ly wo se han hose o la ge a eas, which a e in he o de o 90% (Schiewe 2019). As an al e na i e o he ue-scale ep esen a ion, Equal A ea Uni Maps (EAUMs) ha e gained an inc easing pop- ula i y in he ecen pas , especially in he news media.1 EAUMs ep esen each enume a ion a ea in he same size and possibly use uni o m basic shapes (e.g. squa es, ec an- gles, hexagons, o mul i-hexagons—see Fig.1). Chap e 2 gi es a deepe insigh in o e minology ela ed o EAUMs and me hods o gene a ing hem. The ad an age o EAUMs is ha o a a ie y o map use asks all enume a ion a eas a e shown wi h equal p omi- nence. This makes i easy o look-up and compa e alues and o a oid he a ea size-bias. Assuming a ce ain size o he basic uni s, EAUMs can accommoda e no only one colo o hachu e o e e y egion, bu also ex , symbols o small diag ams, which enables he display o mul i a ia e da a. EAUMs a e also mo i a ing o use because hey ep- esen an unusual depic ion o egions and p oduce a ce ain su p ise e ec due o he alse-scale ep esen a ion. I can also be a gued ha he consis en use o clea shapes such as squa es o hexagons is aes he ically pleasing. Looking a he disad an ages, he gene a ion o EAUMs leads o dis o ions conce ning he dis ances be ween egional uni s, a ea sizes, shapes and opological ela ion- ships (such as loss and addi ion o neighbo hoods and mem- be ships) compa ed o he o iginal geog aphical da a. As a esul , he sea ch o speci ic egions and he in e p e a- ion o spa ial dis ibu ions o pa e ns in he o iginal da a becomes mo e di icul and mo e e o -p one. To desc ibe he dis o ions in a mo e objec i e and quan i a i e man- ne , Chap e 3 p esen s selec ed geome ical and opological measu es. F om his, i can be concluded ha hese meas- u es show a la ge a ia ion wi hin a map and do no p o- duce a clea o e all imp ession o dis o ions. Fu he mo e, he qui e la ge se o analy ical measu es is no sui able o pu poses such as compa ing map designs o con olling an EAUM gene a ion algo i hm. To be e unde s and he ele ance o dis o ions, his con ibu ion also ollows an empi ical app oach. While o some map ypes, such as alue-by-a ea maps (Sun and Li 2010), s udies on he e ec s o he dis o ions on he in e - p e abili y exis , he e is s ill no empi ical e idence o he cogni i e e ec o EAUMs. A i s use s udy (Chap e 4) deals wi h he e ec i eness o he sea ch in EAUMs bu also wi h he de i a ion o ypi- cal sea ch s a egies ha can be o in e es o con olling he EAUM gene a ion p ocess. The second s udy (Chap e 5) ocuses on he iden i ica ion o pa e ns in EAUMs: i s ly, he hypo hesis is examined ha pa e ns ela ed o indi idual egions (such as local ex eme alues) a e well ecognized wi hin EAUMs. The second hypo hesis is ela ed o he iden- i ica ion o o he pa e ns such as No h–Sou h g adien s o ho spo s, which is much mo e di icul due o he inhe en geome ical dis o ions. Chap e 6 summa izes he esul s o he wo s udies and gi es ecommenda ions o u u e de elopmen s in he EAUM en i onmen . Fig. 1 Example o equal a ea uni maps (EAUMs), composed o egula g id cells (middle) o hexagons ( igh ), in compa ison o o iginal geog aphical egions (le ) 1 Examples o EAUMs in news media [las access Dec 1, 2020]: NY Times: h ps ://a chi e.ny im es.com/www.ny im es.com/in e ac i e/2013/06/26/us/sco u s-gay-ma i age.h ml abc News: h ps :// i e hi y eigh .com/ ea u es/whe e -you -s a e -ge s- i s-money / Bloombe g: h ps ://www.bloom be g.com/g aph ics/2015-pace-o - socia l-chang e/ The Gua dian: h ps ://www. hegu a dia n.com/us-news/ng-in e ac i e/2014/oc /22/-sp- o in g- igh s-iden i ica ion-how- ien dly-is-you - s a e . 73KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 2 Equal A ea Uni Maps 2.1 Te minology In he ollowing I de ine an equal a ea uni map (EAUM) as a base map whe e e e y enume a ion uni (geog aphic en i y) is gi en he same size, possibly also he same shape (such as squa es, ec angles o hexagons). O e lapping uni s a e no allowed; howe e , gaps a e possible. The a ange- men o uni s is done acco ding o one o mo e op imiza ion c i e ia (e.g. minimizing he posi ional shi o cen oids be ween geog aphic o iginal and esul ing EAUM). I should o be no ed ha he e is no common e minology in li e a u e o his ype o ep esen a ion. One op ion is he e m “equal a ea ca og am” (B ai h 2015; O dnance Su ey 2020). S ic ly speaking, a ca og am is no app op ia e he e, since a modi ica ion o shapes and sizes o uni s is no based on da a alues as de ined by Slocum e al. (2009). On he o he hand, he e m “equal a ea ca og am” lea es ou he e m “map”—as Raisz (1934) does, who s a es ha he “ ec- angula s a is ical ca og ams” in his wo k a e no maps. I one akes he s ic de ini ion by Hake e al. (2002) in o accoun , an EAUM does no ul ill he condi ion o a co ec o hogonal p ojec ion; ins ead, i could be ca ego ized as a map-alike p oduc . On he o he hand, aking in o accoun he less s ic de ini ion o he In e na ional Ca og aphic Associa ion (ICA 2003), i is applicable o use he e m “map” since he p ima y ele ance o spa ial ela ionships is s ill gi en. Some imes, his map ype is associa ed o he e m “ ile map” (e.g. McNeill and Hale 2017). Howe e , he e is also ano he (and mo e dominan ) meaning ha ile maps cu geog aphical space—wi hou explici ly conside ing admin- is a i e egions—in o egula elemen s o allow as e and indi idualized access (Pe e son 2012). O he au ho s such as Epps ein e al. (2015) o Wongsuphasawa (2016) use he e m “g id map”. This sugges s a egula as e , neglec ing o he uni ep esen a ions such as hexagons. Finally, EAUMs should no be con used wi h alue-by- a ea maps (Den 1999) o a ea ca og ams (Slocum e al. 2009), in which he a eas o each enume a ion uni a e scaled o sized p opo ionally o an a ibu e alue (e.g. popula ion). 2.2 Gene a ion o EAUMs The gene a ion o EAUMs can be iewed as a so-called assignmen p oblem, which is known om g aph heo y: gi en is a bipa i e g aph, which consis s o wo subse s wi h he same numbe o nodes, one pa i ion o he o iginal geo- g aphic inpu si ua ion and he o he o he ou pu EAUM. While he nodes ep esen egion cen oids, he edges model he ac ual neighbo hood o egions. The g aph ma ching is now a combina o ial op imiza ion p oblem ha looks o a unique assignmen be ween nodes o he wo pa i ions, in which he o e all cos s o edge weigh s (e.g. he dis ances o cen oids) mus be minimized. The con en ional algo i hm o weigh ed ma chings in bipa i e g aphs is he Hunga ian me hod, also called he Kuhn-Munk es algo i hm (Kuhn 1955; Munk es 1957). I sol es he assignmen p oblem in O(n3) ime (whe e n is he numbe o nodes). This algo i hm was also used o gene a - ing map examples o he ollowing s udy.2 The e a e se e al specialized o ex ended o ms o his algo i hm as well as o he app oaches such as he simplex me hod (Ba e al. 1977). Howe e , i is beyond he scope o his pape o gi e a comp ehensi e o e iew o he a ie y o hese me hods. 3 Dis o ions inEAUMs To enable an objec i e and nume ical desc ip ion o dis- o ions in EAUMs o absolu e o ela i e compa ison pu poses, a ious measu es a e p esen ed in he ollowing (Sec .3.1). These measu es a e hen applied o h ee exam- ple maps in o de o assess hei exp essi eness (Sec .3.2). 3.1 Measu es The dis o ion e ec be ween wo maps can be desc ibed by se e al measu es. Fo example, Nus a and Kobou o (2016) use he ca ego ies s a is ical accu acy (p ese a- ion o hema ic alues), con igui y (p esence o o e laps o gaps), geog aphy (p ese a ion o shape and size), and opology (especially p ese a ion o neighbo hoods). Alam e al. (2016) e e o dis o ions o geome y, opology and complexi y. EAUMs a e no deal wi h in hese publica ions. Fo ou pu poses, he ollowing geome ical and opological measu es ha e been de ined: Geome ical dis o ions: • Dis ance dis o ion (G_DD): mean alue o all dis ances be ween egion cen oids in geog aphical and EAUM map ha co espond o each o he ’s (no malized by dis ance o longes ex ension o o al map, i.e. ei he in No h–Sou h o Eas –Wes di ec ion). • Single enume a ion a ea size a iance (G_SA): s anda d de ia ion o a ea sizes o geog aphical egions (no mal- ized by di ision by mean alue o a ea sizes). The la ge he s anda d de ia ion is, he la ge he dis o ion wi hin an EAUM (wi h a ea s anda d de ia ion o Ze o) will be. 2 PyEAC so wa e: h ps ://gi la b.com/g2lab /pyeac . 74 KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 • To al enume a ion a ea size a iance (G_TA): di e ence o o al a eas be ween geog aphical and EAUM ep esen- a ion (no malized by o al a ea o geog aphical a ea). • Di e ence A ea o pe ime e (G_DP): sum o p o uding and clipped a eas o EAUM in compa ison o geog aphi- cal a ea (no malized by o al geog aphical a ea). Topog aphical dis o ions: • Omission o neighbo s (T_ON): numbe o neighbo - hood ela ionships ha a e missing a e ans o ma ion o EAUM (no malized by o al numbe o neighbo hoods in map) • Commission o neighbo s (T_CN): numbe o neigh- bo hood ela ions ha a e added a e ans o ma ion o EAUM (no malized by o al numbe o neighbo hoods in map). • To al numbe o neighbo hood e o s (T_TN): sum o T_ON and T_CN. • P opo ion o islands (T_PI): numbe o islands (which by de ini ion canno be p ese ed in EAUMs) in ela ion o o al numbe o egions. In all cases he measu es a e designed in such a way ha he alue ange is limi ed o [0; 1] and he ideal case (i.e., no dis o ion) is e lec ed by he alue 0. 3.2 Example The a o emen ioned measu es ha e been applied o h ee EAUMs ha ha e been de i ed om gi en base maps wi h co ec geog aphical appea ance—showing he s a es o Aus alia, Ge many, and he Uni ed S a es. Using he PyEAC so wa e men ioned in chap e 2.2, wo ypes o uni shapes ha e been c ea ed, namely egula squa es (REG) and hexagons (HEX). Table1 summa izes he esul s o all gi en measu es. Compa ing he indi idual measu es be ween he wo basic EAUM shapes (REG and HEX) o one and he same a ea, no signi ican di e ences wi h ega d o geome ical dis o ions can be obse ed (e.g. in he case o Aus alia: G_DD = 0.19 o HEX and G_DD = 0.20 o REG). On he o he hand, he e a e clea di e ences be ween REG and HEX in opological measu es, howe e , wi h no clea ends. The di e en maxi- mum numbe o neighbo s (REG: eigh , HEX: six) oge he wi h he ac ual dis ibu ion o egions is p obably esponsible o hese di e ences. When looking a he di e ences be ween a eas (wi h he same basic EAUM shape), Aus alia shows la ges dis o ions, which is due o he small numbe o egions and he speci ic loca ion o Tasmania. Compa ed o he Ge man map, he US example shows (wi h one excep ion) sligh ly smalle geome i- cal dis o ions. Rega ding opological changes, again no clea ends can be de i ed. Figu e2 shows o an exempla y measu e (D_GG) and a selec ed basic shape (REG) ha he e a e la ge spa ial a i- ances wi hin he measu es lis ed in Table1. The speci ied mean alues, he e o e, show a s ong smoo hing e ec and do no c ea e a clea o e all imp ession o dis o ions o a speci ic da a se . All in all, due o he in many cases unclea ends, he egional a ia ion o he measu es and he a he la ge se o analy ical measu es, his analy ical app oach is no easible o pu poses such as compa ing maps o e en con olling an EAUM gene a ion algo i hm. As a consequence, his con i- bu ion will ollow an empi ical app oach in he nex chap e s o be e unde s and he impo ance and ele ance o hese measu es. Table 1 Geome ical and opological dis o ions o EAUMs o h ee example a eas A ea Aus alia Ge many USA No. o egions 7 16 49 EAUM basic shape HEX REG HEX REG HEX REG Geome ical dis o ions G_DD 0.19 0.20 0.01 0.01 0.15 0.16 G_SA 0.91 0.91 0.81 0.81 0.77 0.77 G_TA 0.11 0.08 0.05 0.08 0.04 0.02 G_DP 0.37 0.43 0.27 0.25 0.18 0.18 Topological dis o ions T_ON 0.00 0.10 0.34 0.16 0.50 0.45 T_CN 0.19 0.48 0.48 0.60 0.54 0.81 T_TN 0.19 0.57 0.83 0.76 1.04 1.27 T_PI 0.00 0.00 0.13 0.13 0.00 0.00 75KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 4 Empi ical S udy: Sea ch o Regions inEAUMs 4.1 Resea ch Ques ion Fo many map usage asks ha a e o be sol ed wi h he help o hema ic maps wi h a ea e e ence (e.g. mosaic o cho o- ple h maps), he sea ch o egions is an essen ial ope a ion. In his case ei he he name o he egion o he loca ion on ano he map o compa ison pu poses is gi en. Since geo- me ical dis o ions a e ine i able wi h EAUMs, he ques ion a ises how e ec i e he sea ch can be. Fo u he de elop- men s o EAUMs and o he map ypes, i is also in e es ing o know which sea ch s a egies he use s a e using. 4.2 Hypo heses Based on he knowledge o cogni i e psychology and isual pe cep ion (e.g. op-down objec ecogni ion; Biede man 1981), i is assumed ha opological ela ionships a e key c i e ia o sea ching o speci ic egions in maps. This leads o he ollowing hypo heses: • [H1.1] Use s apply di e en sea ch s a egies o egions depending on hei opological si ua ion (e.g. co ne , bo - de , cen e , and island). • [H1.2] Algo i hms o gene a ing EAUMs can p ese e he espec i e opological ela ionships only o a ce ain deg ee and hus in luence he sea ch e ec i eness. 4.3 S udy Design Conside ing he a ious opological cases wi h dis inc solu ions ha allow single o mul iple choice ques ions, a quan i a i e, web-based s udy has been gene a ed. Because no use g oup-speci ic cha ac e is ics a e assumed, socio-demog aphic we e no ga he ed. In o de no o le he s udy p ocessing ime become oo long, only map examples o Ge many and he USA we e shown. The s udy used he wo mos common basic geome ical shapes o EAUMs, namely egula squa es (REG) and hexa- gons (HEX). The egion o be sea ched o was ma ked on a map wi h he “co ec ” geog aphical shape (GEO). Righ o i an EAUM—ei he in REG o HEX layou —was p e- sen ed and a single choice selec ion om ou sugges ed a ge egions was eques ed; in all cases he ques ion was: “Please loca e he ma ked egion in he igh map. Choose he bes solu ion o you” (Fig.3). “Please loca e he ma ked egion in he igh map. Choose he bes solu ion o you” (Fig.3). Wi h ha app oach, a pos- sible lack o knowledge abou he names o he egions was bypassed. A o al o 11 cases we e gi en—conside ing com- bina ions o possible opologies (co ne , bo de , cen e , and island) and di e en base maps ( ede al s a es o Ge many and USA). When applying hese cases o he wo EAUM shapes (REG, HEX), a o al o 22 asks had o be sol ed. Fig. 2 Spa ial dis ibu ion o measu e D_GG o h ee EAUM da a se s wi h basic REG shape (no e: maps use di e en da a classi ica ion schemes because absolu e alue anges di e oo much be ween examples) Fig. 3 Exempla y ask o sea ching gi en egion in map wi h geo- g aphical shape (GEO; le ) in he EAUM map (he e: REG; igh ) 76 KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 The map examples we e no p esen ed in a sys ema ic o de in o de o a oid lea ning e ec s. As e iciency is no in he ocus o his su ey, ime measu emen s we e no conduc ed. 4.4 Resul s A o al o 222 pa icipan s ook pa in he su ey. While Fig.4 shows he espec i e loca ions o he cases men- ioned, Table2 gi es an o e iew o he esul s. The col- umn “use p e e ence” shows he pe cen age o use s who selec ed he mos common solu ion, ega dless o whe he his solu ion was iden ical wi h he algo i hmic assignmen o he espec i e s a e. This measu e e alua es he pu e sea ch s a egy. The column “calcula ed s a e de ec ed” shows he pe cen age a which use s selec ed he egion wi h a name ma ch be ween geog aphical and EAUM ep- esen a ion. Only in 9 o 22 cases (ma ked wi h “Y” in he column “compa ison”) did use p e e ence ac ually e e ed o he egion wi h he calcula ed s a e. No consis en s a egies and esul s could be obse ed o he sea ch o co ne egions. In case 1.1 ( egion in an uppe igh co ne ; Fig.5), 91% o he egions we e assigned in he REG ep esen a ion and 87% in he HEX ep esen a ion. In con as , he localiza ion in case 1.2 (lowe igh co ne ; Fig.6) shows signi ican ly poo e al- ues. The lowe igh co ne was selec ed in REG only by 48% ( hough he majo i y) and in HEX by 41% o he pa - icipan s. The sea ch c i e ion o a co ne (in his example he lowes and igh mos ) was ob iously no p edominan , bu he pe iphe al loca ion in combina ion wi h he imagi- na y o e lap o he EAUM egion wi h he o iginal egion. Case 1.2 is also an example o a misma ch be ween solu- ions ha we e p e e ed by use s and he one ha was gene a ed by he algo i hm. I is he e o e no su p ising ha only 4% ( o REG and HEX) o he pa icipan s iden i- ied ha algo i hmic solu ion as Ba a ia. Also o bo de egions, de ec ion esul s di e ed s ongly be ween examples. No h Rhine-Wes phalia (case 1.3) shows e y good de ec ion a es o 98% (REG) and Fig. 4 Localiza ion o cases 1 o 11 in s udy 1 Table 2 Resul s o s udy 1 conce ning egion sea ch in EAUMs Topological si ua ion Case S a e EAUM Use p e e ence Calcula ed s a e de ec ed Compa ison Co ne 1.1 Mecklenbu g-Wes e n Pome ania REG 91% 91% Y HEX 87% 87% Y 1.2 Ba a ia REG 48% 48% Y HEX 49% 4% N Bo de 2.3 No h Rhine-Wes phalia REG 98% 98% Y HEX 90% 90% Y 1.4 B andenbu g REG 59% 59% Y HEX 60% 38% N 1.5 Texas REG 45% – – HEX 65% 1% N Cen e 1.6 Hesse REG 63% 36% N HEX 78% 78% Y 1.7 Saxony-Anhal REG 40% 32% N HEX 55% – – 1.8 U ah REG 41% 41% Y HEX 95% – – 1.9 Neb aska REG 70% 1% N HEX 79% 6% N Island 1.10 B emen REG 52% 46% N REG 50% 50% Y 1.11 Be lin REG 62% 34% N REG 79% 18% N 77KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 90% (HEX). The s a egy he e was ob iously o ei he coun along he edge om op o bo om, o o selec he egion a abou he same heigh as in he o iginal. In case 1.4 (B andenbu g), he esul is signi ican wo se (59%/38%), which is appa en ly due o he unclea posi ion o he s a e B andenbu g ela i e o he island Be lin in he EAUMs. In he case o Texas (case 1.5; Fig.7) i was no he bulge a he lowe edge, bu he i s a eal o e lap wi h he o iginal egion ha was selec ed mos equen ly (65%)—using he eading o de om he le o igh . The HEX-algo i hm has Texas placed o a a he dis an loca- ion, which, unsu p isingly, was only ecognized by 1% o use s. Also o cen e egions, a s ong de ia ion be ween exam- ples can be obse ed— he use p e e ence alues ange be ween 40 and 70% (REG) and 55% and 95% (HEX). Ob i- ously, mos use s sol ed hese asks by coun ing enume a- ion uni s. Howe e , he coun ing as such was no always Fig. 5 Case 1.1: Sea ch o Mecklenbu g-Wes e n Pome a- nia (le , geog aphical shape)— use alloca ions (in pe cen ) in REG (middle) and HEX ( igh ) ep esen a ions; g een column indica es alloca ion o ha egion by algo i hm Fig. 6 Case 1.2: Sea ch o Ba a ia (le , geog aphical shape)—use alloca ions (in pe cen ) in REG (middle) and HEX ( igh ) ep esen a ions; g een column indica es alloca- ion o ha egion by algo i hm Fig. 7 Case 1.5: Sea ch o Texas (le , geog aphi- cal shape)—use alloca ions (in pe cen ) in HEX ( igh ) ep esen a ion; g een column indica es alloca ion o ha egion by algo i hm 78 KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 co ec —in pa icula , i mo e han h ee egions had o be conside ed like in he USA example. Fu he mo e, he mis- alignmen o spa ial uni s in he geog aphical and ( o some ex en ) in he HEX- ype hampe s he coun ing. In gene al, HEX has highe ecogni ion a es han REG in he gi en examples. Island egions ep esen a p oblem wi h he ep esen a ion in EAUMs as he e is pe se no pe ec solu ion. Acco d- ingly, he de ec ion a es a e also no sa is ying. In 50–79% o he cases, he island and he su ounding polygon we e a anged in he o de in which hey we e ead (usually om le o igh ; e.g. Be lin is assumed o be o he igh o B andenbu g, Fig.8). No HEX solu ion was o e ed o he sea ch o island egions bu one and he same REG a ian had o be p ocessed wice by he pa icipan s in he s udy wi h a ce ain ime lag. While he de ec ion a e emained he same in he case o B emen, he a e o Be lin luc- ua ed e y s ongly (62% s. 79%), which sugges s low in ui i eness. 4.5 In e p e a ion Hypo hesis [H1.1]—assuming di e en sea ch s a egies o di e en opological si ua ions—could be pa ially con- i med. In pa icula , co ne and bo de posi ions we e aken in o conside a ion du ing he sea ch. Essen ially, he ela i e loca ion was es ima ed o spa ial uni s we e coun ed— he le – igh o op-down sea ch sequences clea ly domina ed. In he case o la ge geog aphic egions, hose EAUM egions we e o en selec ed ha show an imagina y o e lap wi h he geog aphical egion (e.g. in case 1.2). Due o he sca e ed esul s and he unsa is ying mean o 66% o he use p e e ence nei he a clea no a success ul s a egy can be de i ed. Ne e heless, he iden i ied basic opological sea ch p e e ences should be aken in o accoun when gene a ing he EAUM. I can be concluded ha he e- quen ly used pa ame e “minimizing dis ances o cen oids” (see Chap e 2.2) does no coincide wi h use ’s expec a ions. Hypo hesis [H1.2] could be con i med: dis o ions in EACMs lead o signi ican de ia ions ha use s canno eas- ily compensa e o . Compa ed o he a o emen ioned mean alue o 66% o he use p e e ence, he de ec ion a e o he egions wi h a name ma ch is only 43%. Fu he mo e, only in 9 ou o 22 asks did he use ’s majo choice ag ee wi h he algo i hmic solu ion. 5 Empi ical S udy: Pa e n Iden i ica ion inEAUMs 5.1 Resea ch Ques ion Cho ople h maps a e p ima ily used o iden i y spa ial pa - e ns. In he ollowing, egions wi h local ex eme alues (LE), global la e al g adien s (GLG; i.e. No h–Sou h o Eas –Wes g adien s) as well as ho spo s (HS) a e consid- e ed. The al e na i e use o EAUMs ha bo s he isk ha he inhe en spa ial dis o ion lead o he ac ha pa e ns a e no longe ecognized well o no a all. On he o he hand, EAUMs should ha e he po en ial o a be e ecogni ion o local ex emes o small enume a ion a eas, hus a oiding he a ea size-bias. 5.2 Hypo heses I is assumed ha due o geome ical dis o ions also he iden i ica ion o spa ial pa e ns in EAUMs is a ec ed in a nega i e manne wi h he excep ion o he iden i ica ion o local ex eme alue egions. This leads o he ollowing hypo heses: • [H2.1] The iden i ica ion o LE akes place in EAUMs wi h g ea e e ec i eness, because he a ea size bias is a oided. Since neighbo hoods a e i ele an in his con ex , no di e ence be ween REG and HEX is o be expec ed. • [H2.2] The iden i ica ion o GLG and HS is bes done in he o iginal geog aphical layou (GEO) due o po en ial neighbo hood dis o ions in REG and HEX. 5.3 S udy Design Conside ing he a ious pa e n cases wi h dis inc solu- ions ha allow single o mul iple choice ques ions, a Fig. 8 Case 1.11: sea ch o Be lin (le , geog aphical shape)—use alloca ions (in pe cen ) in REG ( igh ) ep esen a ion; g een column indica es alloca ion o ha egion by algo i hm 79KN - Jou nal o Ca og aphy and Geog aphic In o ma ion (2021) 71:71–82 1 3 quan i a i e, web-based s udy has been gene a ed. Because no use g oup-speci ic cha ac e is ics a e assumed, socio- demog aphic we e no ga he ed. In o de no o le he s udy p ocessing ime become oo long, only map exam- ples o Ge many and he USA we e shown. The ask was o iden i y pa e ns in di e en map ypes (GEO/REG/HEX). Fo each ask, one map wi h one o mo e pa e ns was p esen ed; in o al, eigh maps we e gi en (examples a e gi en in Figs.9, 10, 11). Pa icipan s we e asked o a mul iple choice-selec ion wi h he op ions o one locale ex eme alue egion (LE), wo LE, No h–Sou h and Eas –Wes g adien s, and HS (while he la e was desc ibed as, high alue su ound by o he qui e high alues “ o be - e unde s anding”). In all cases he ques ion was: “Please name he spa ial pa e n ha you iew in his map. Mul iple op ions a e possible. No e ha da ke colo s mean highe alues”. By pu pose, he espec i e loca ions (i.e., he s a es) should no be named in o de o a oid localiza ion e o s (see s udy 1). Fig. 9 Case 2.3: Rep esen a ion o he same single LE in small enume a ion a ea (he e: B emen in he No h–Wes ) in GEO, REG and HEX maps ( om le ; he da ke he colo he la ge he alue) Fig. 10 Rep esen a ion o he same Eas –Wes pa e ns in GEO, REG and HEX maps ( om le ; he da ke he colo he la ge he alue) Fig. 11 Rep esen a ion o he same ho spo in GEO, REG and HEX maps ( om le ; he da ke he colo he la ge he alue)