Chapter 2: Studying Human Geography ⅠLearning Objectives By reading chapter 2, you should be able to: 1. Identify the philosophical constructs which underpin geographic approaches and be able to explain how they relate to geographic approaches, concepts, and methods. 2. Understand how human geographers incorporate Marxism into geographic approaches. 3. Explain the importance of maps to the study of human geography. 4. Understand how maps are made, know the different types of maps, and some of their common limitations. 5. Have knowledge of general methods and resources used for qualitative and quantitative research. ⅡChapter Summary Human geography incorporates a variety of philosophical perspectives in its approaches and analysis. First, there is the broad philosophical debate between determinism and free will, which, in human geography, is understood as the debate between environmental determinism (the physical environments effects on human culture) or of possibilism, the idea that humans make decisions to shape their own actions. Human geography also incorporates the philosophies of empiricism, positivism, humanism, and Marxism, and these philosophies affect the choice of concepts and methods geographers use in their studies. The key concepts of geography are space, location, place, region, distance, scale, diffusion, perception, development, discourse, and globalization, and these concepts underpin how human geographers study the world. All of these concepts relate to the use of maps and writing. Empiricism gives priority to factual observations in the belief that knowledge stems from experience. Positivism incorporates the scientific method of using empirical evidence to establish theories, test hypotheses, and devise laws. As such, empiricism and positivism form the basis for the quantitative methods which are used to formally test hypotheses and contribute to formal theories. Quantitative methods gather data through questionnaires and sampling, and use models to make sense of this data. Empiricism is also the basis for the information gathering techniques of cartography, geographic information systems (GIS), and remote sensing. These techniques typically make use of the concepts of location, region, distance, and spatial scale. Humanism, on the other hand, focuses on how humans perceive the world and make decisions. It employs phenomenology, the idea that knowledge is subjective; pragmatism, the idea that human actions are structured by subjective interpretations; and existentialism, a philosophy which stresses individual decision making. Human geography addresses human landscapes, such as culture, and how people think, feel and act. Humanists approach the geographic concept of place in three ways: sense of place, placelessness, and sacred space. They also frequently employ the concept of perception. Marxism is an approach which relates the process of social and economic change through economic structures, such as capitalism through ideas of the forces, relations, and modes of production. Marx was concerned with the exploitation of workers and this philosophy related how this exploitation occurred within the capitalist economic system. Marxist geographers typically address the unevenness of development and question positivism, thereby using concepts of space, place, distance, development, discourse, and globalization. Human geographers also employ qualitative and quantitative approaches to assess human relationships to their environment. Qualitative approaches include ethnography, fieldwork, and participant observation, and may also employ resources such as art, literature, architecture, music, photographs, and conversation. Quantitative geography approaches include questionnaires, sampling, and the use of models to explain phenomena. Human geographers employ a variety of techniques of analysis based on the use of maps. Cartography is the production and dissemination of maps and communicates a variety of information spatially. In order to describe different phenomena, maps can be chloropleths or isopleths and can be viewed at a variety of scales. Scale relates the area covered in a map. Due to the issue of projecting a sphere on a flat surface, depending on the projection technique, maps compress some region of the world as compared to the relative size of another region. Contemporary human geography has benefited from the information age. A Geographic Information System (GIS) is a computer based tool which is used to store, display, analyse, and map data that is spatially referenced. Remote sensing is the process by which data is obtained, and the two main techniques are photographic and non-photographic sensor systems. Today, much remote sensing information is collected through satellites and electromagnetic radiation to transfer data. Ⅲ、the key points of the text Three different aspects of human geography are considered in this section: philosophical conceptual analytical Philosophical Options Environmental determinism is a part of the larger determinism school of thought (predetermined human actions). This option was accepted for the following reasons: The cause and effect theory was accepted as a scientific explanation that linked it to Darwin’s On the Origin of Species (1859). Environmental determinism has been a long recognized theory, beginning with the Greeks. Any new explanatory approach highlighting the importance of geography to society was acceptable. The existence of a specific pattern made the theory attractive. Possibilism, or the cultural landscape view, is a variant of ‘free will’ (self-determined human choices). It emerged for two reasons: Existing literature on humans and land argued that humans made decisions that were not overtly influenced by the physical environment. Existing examples of human landscapes in similar outcomes of individual human decision-making were already known. Major Philosophies in Contemporary Geography Empiricism The empirical approach is based on factual realities; therefore, the acquisition of knowledge is a necessary process of verification. Empiricism rejects generalizations and, rejected by other philosophies, forms the basic framework of positivism. Traditional regional geography was empiricist in nature. Positivism Positivism believes that human geography should be objective in nature without the biases of personal beliefs. As a result, humans and physical objects can be treated similarly. Positivism was closely associated with quantitative methods and theory development in the 1960s. An integral part of spatial analysis, positivism developed into a scientific method that studies facts, conceptualization, hypothetical derivations, and the creation of laws on verification. The roots of positivism can be traced to the work of Comte, who distinguished between science on one hand and religion and metaphysics on the other. Humanism Humanism developed in the 1970s to challenge positivism. It emphasizes the role of humans as decision-makers; the way humans perceive their world, land, landscapes, and regions; and subjectivity in general. There are several humanistic philosophies: pragmatism, phenomenology, existentialism, and idealism: Pragmatism believes that every human action is based on human perceptions and practical experience. It is closely related to empiricism. Phenomenology believes that knowledge is subjective and an understanding of the individual human is crucial to it. Existentialism and idealism have not been very influential in geography. Marxism Karl Marx was a revolutionary who tried to understand society and social change by referring to historical changes in social relations (historical materialism). To trace the history of economic change, he summarized the following: forces of production, e.g. raw materials relations of production, or the ways in which production process is organized, e.g. ownership and control mode of production, or the culmination of forces and relations, e.g. feudalism ‘superstructure’, which refers to the legal and political systems, social consciousness, and the larger human geographic world infrastructure, which in this case is the economic structure of the capitalist world that determines the superstructure of the human geographic world Marxism maintains that economic processes control human behaviour and focuses on social and environmental ills. Its long-term goal is to create a transformation from capitalism to socialism. Human Geographic Concepts Two basic principles of human geography are geographic literacy: to know the facts, to know where places are geographic knowledge: to explain the facts The terms discussed below are essential to human geography and facilitate the understanding of how human behaviour affects the earth’s surface. Space Absolute space exists in areal extent. It is objective and forms the basis of map-making, chorology, and spatial analysis (very similar to the ideas of Kant). Relative space is area as perceived by society that keeps changing. Human geographers are skeptical of spatial analysis because they believe space itself does not have any content and its importance lies only in its human context. Location Location is a position within space, not necessarily on the earth’s surface. Absolute location identifies a position with mathematical reference to latitude and longitude and thus does not change. Relative location identifies a position relative to one or more locations that may change. A toponym is the place name that also helps identify location. Place Place refers to a location with a specific identity, e.g. home. A sense of place is evoked in relation to a distinctive place with special significance. Sacred space refers to a place that is respected usually for a religious purpose. Mundane space is occupied by humans but has no particular quality. The concept of ‘placelessness’ refers to landscapes that are relatively similar. Topophilia refers to the love of a place while topophobia refers to the dislike of a place. Region A formal region is an area with one or more common features. Defining formal regions is a subjective matter. A functional region is an area with locations related to either each other or to a specific location. With the increasing use of spatial analysis in the 1960s, the concept of functional regions became more popular. Distance Distance is measured in standard units such as kilometres, while human geographers measure distances in terms of time and cost. Distance may be relative or absolute. The distribution and pattern of geographic facts is explained with reference to distances. The concept of distance decay refers to the effect of increasing distance on time and cost. Accessibility refers to the ease with which a location can be reached. Interaction refers to the movement between locations. Agglomeration refers to the close concentration of activities in a particular location while deglomeration refers to decentralization or movement away from concentrations. Scale Scales may be spatial, temporal, or social. Spatial scale may be used in two ways: the ratio of the distance on the map to the distance on the ground different scales exist for different types of area Temporal scale is important for historical and cultural perspectives. Social scale refers to the individual scale of analysis in human terms. Diffusion Diffusion represents one way in which change occurs in geography. It is the spread of a phenomenon over space and growth over time, e.g. the migration of people. Hagerstrand developed several concepts based on diffusion: the neighbourhood effect where diffusion spreads from the nearest to the farthest the hierarchical effect where diffusion moves from larger centres to smaller ones the S-shaped curve confirming that diffusion starts at a slow pace and then progresses rapidly Perception Perception and mental images form an integral part of human geography. Mental images and maps are important for the following reasons: They make people aware of the degree of connectivity in world concerns. Mental maps change with new circumstances. Mental maps show that humans have different perceptions of environments. This helps to explain population movements. Mental maps of certain individuals, such as decision-makers, are important as they decide where to locate things. Distorted mental maps can present serious problems, particularly if one is in an unknown area. Development Development refers to the measures of economic growth, social welfare, and modernization. Certain areas are more developed than others. For example, the highly developed St Lawrence lowlands of Quebec and Ontario are surrounded by the lesser developed Maritime area and the North. Discourse According to Michel Foucault, the history of ideas is a history of changing discourses in which there is a relationship between power and knowledge truth is relative and is based on the power relations within the societies that create it Globalization Globalization refers to the increasing interaction and integration of the world, economically, politically, and culturally. It is both the result and the cause of the increasing interconnections of places and peoples. It increases the volume of movement and the speed of movement across countries. Components of globalization include technological advances in communications and increasing predominance of transnational corporations. Techniques of Analysis Cartography Cartography is the science of map-making. As communication tools, maps describe the location of geographic facts and as analytical tools they provide answers and directions. Scale, type, and projections form the basis of map-making. Map scale refers to the area covered and the details present (large-scale maps and small-scale maps are examples). Scale may be represented as a fraction, a ratio, a written statement, or a graphic scale. The type of map depends on the type of information that needs to be presented. A dot map shows distribution. Each dot represents a specific number of the objects concerned. A choropleth map shows the subject under study as the average value per unit area within specific boundaries, using colour shadings. An isopleth map shows a series of lines that join points of the same value. Projection is the method of representing part or all of the earth’s surface on a flat surface. It is difficult to map a sphere on a flat surface with complete accuracy; therefore, it is important to select a projection that best serves the objectives of the map. Computer-Assisted Cartography Sometimes called digital mapping, computer-assisted cartography has reduced the need for manual skills: artistic skills are no longer a requisite. Maps can be amended with the addition of new and revised data and various versions can be produced. Geographic Information Systems (GIS) GIS is a computer-based tool that combines functions such as storage, display, and analysis with the mapping of spatially referenced data. It translates spatial data in two ways: vector approach, where points are defined according to distances along two axes while lines are described by the shortest distance between two points raster approach, which represents a mapped area as a series of small rectangular cells called pixels GIS systems have varied applications. Two general applications are measuring and analyzing spatially distributed resources and managing spatially distributed facilities. Remote Sensing Remote sensing is a process using both photographic and non-photographic sensor systems to collect data. Electromagnetic radiation is used to transfer data from the target to the sensor in a variety of wavelengths. Currently, the emphasis is on satellite imagery, but aerial photography is still used in the visible and near-infrared spectral regions. Near-infrared spectral regions are particularly important for obtaining environmental data. Repeated satellite coverage of an area helps in noting land-use changes. Because the data is in digital format, quick data transmission and image manipulation are possible. Besides remote sensing, a GPS (global positioning system) is also used. It uses signals sent out by satellites to calculate location and elevation. Qualitative Methods This term most often refers to social research with an emphasis on attitudes and behaviour. Fieldwork to obtain primary data and participant observation are popular geographic approaches with these methods. Problems of ethnocentrism and bias may arise with qualitative procedures. Quantitative Methods Quantitative methods are used for a wide variety of purposes, but particularly for analyzing relationships between spatial patterns and for classifying data. Fieldwork involves the use of a questionnaire that asks all individuals the same questions in the same way. A proper sampling method, based on statistical sampling theory, allows the sample to be treated as representative of the population being surveyed. Positivism and quantitative methods are regarded as dehumanized human geography due to the exclusion of the human element and the inclusion of such elements as aggregate data. On the other hand, humanism and qualitative procedures focus on the combination of research with the researched (the people). Conclusion Contemporary human geography is a diverse discipline that comprises different philosophies, concepts, and techniques that balance each other while combining to offer a wide range of procedures. Ⅳ、Study Questions 1. Describe the role played by the four main philosophies in contemporary human geography. 2. Explain the importance of location, place, region, and distance in human geography. 3. What is the importance of development in change? 4. Discuss the techniques used for data collection and analysis. Short Answer Questions 1. How does the philosophical debate of determinism versus free will appear in the discipline of human geography? Answer: The idea of determinism was incorporated into geography in the form of environmental determinism, which is the idea that the physical environment determines human actions and the development of culture and other societal processes. This approach was commonly incorporated into regional geography until about the 1950s. The idea of free will appears in humanist geography through the employment of the philosophy of existentialism, which stresses that people are responsible for making their own nature and decisions, thereby affecting their environments and landscapes. 2. How do the philosophical constructs of empiricism and positivism relate to the concepts used and approaches taken by human geographers? Answer: Empiricism is the philosophy that knowledge results from experience, and hence measurement. Empiricism thus relates to approaches such as cartography and spatially indexed information in remote sensing and GIS. Empiricism also underlies the human geography concept of location and definitions of site and situation, as well as the concepts of distance, diffusion. Positivism is a philosophy which underlies the scientific method. A combination of empiricism and positivism underlie quantitative approaches and methods. 3. How do the philosophical constructs of humanism and Marxism relate to the concepts used and approaches taken by human geographers? Answer: Humanism is the philosophy that knowledge is subjective and shaped by the individual. Humanists use concepts of place to denote values and feelings associated with a location. They examine regions through culture and feelings, and also examine perceptions of environments. Humanist geographers typically employ qualitative techniques for study. Marxist geographers understand the process of social and economic change through economic structures, such as capitalism. Marxism is expressed through geography in a variety of ways, but tends to be critical of positivist approaches. Marxist geography addresses concepts such as place, the region, distance, diffusion, perception, development, discourse, and globalization. Marxist geographers would also typically employ qualitative techniques for study. 4. Explain how maps can be considered both communication and analytic tools? Answer: Maps are used to manage spatial data and describe the location of facts. Hence, maps are communication tools of location, situation, and distance. Maps are useful as analytical tools through their description of relative locations, and the ability to use isopleths and chloropleths to interpret similar phenomena or density, respectively. Maps can also be used as tools to define research questions. 5. What are contemporary techniques used to map phenomena? Answer: Remote sensing, which is the gathering of spatially referenced data and geographic information systems (GIS), which stores, displays, analyses, and maps spatially referenced data, are both contemporary techniques used to map phenomena. Research questions 1. How is the social theory of Marxism applied by human geographers? What are some common contemporary subjects or contexts this area of thought is applied to? 2. What are some major similarities and differences between humanist and Marxist geographies and how they are applied? 3. What are some contemporary techniques and applications of remote sensing? How has remote sensing contributed to advancing knowledge about the state of the environment? 4. Globalization integrates concepts of space, location, place, region, and distance. What are some human processes or issues positively and negatively affected by globalization and how? 5. What are some contemporary techniques and applications of geographic information systems? How has the use of GIS advanced knowledge in an increasingly complex world? Links of Interest Remote Sensing Society of Canada http://www.casi.ca/canadianremotesensingsociety.aspx American Society for Photogrammetry & Remote Sensing (ASPRS)http://www.asprs.org/ Geospatial Information & Technology Association (GITA) http://www.gita.org/ Urban and Regional Information Systems Association (URISA) http://www.urisa.org/