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Visualizing

Pairness
Equity Maps for Planners
Emily Talen

T
he achievement of equity in the distribution of public resources is a
goal of paramount importance to planners. Deciding the distribu-
tion of benefits (“who gets what”) and costs (“who pays”) is some-
thing planners do almost daily, as they attempt to guide the allocation of
The achievement ofequity in the distri- scarce public resources. In planning, equitable distribution entails locat-
bution o f public resources is a goal o f ing resources or facilities so that as many different spatially defined social
paramount importance to planners. groups as possible benefit-i.e. have access.
Equitable distribution entails locat-
The allocation of public resources was once termed the “hidden
ing resources or facilities so that as
many different spatially defined social function of government” (Jones, Greenberg, and Drew 1980), but in the
groups as possible benefit-i.e. have past fifteen years it has received considerable attention. Crompton and
access. For planning purposes, what is Lue (1992) attribute the change to judicial involvement (the oft-cited case
o f paramount importance is that plan-
ners and also their constituents under-
of Hawkins v. Town of Shaw), the perception of scarcity, the increase in citi-
stand what distributional principles zen action groups, improved techniques to evaluate benefits and costs,
underlie any geographic arrangement and a rising insistence that patrons bear some portion of delivery costs.
o f public resources. This paper pres- The complexities involved in the equitable allocation of public re-
ents a prototype method with which
planners can readily generate and eval-
sources include not only methodology (how can equity be measured?),
uate various “equity maps” o f resource but also a multitude of value judgements about who should benefit, the
distribution. The method exploits t h e nature of social justice, and the definition of political consensus. The
visualization capabilities o f CIS, which stakes are high: since public resources are, in some sense, part of each
allow interactive exploration o f the
spatial relationships between public
individual’s income, their spatial distribution directly affects the distribu-
facilities and socioeconomic charac- tion of public welfare (Pahl 1971; Harvey 1973).
teristics. Considering these complexities, it is not surprising that planners have
tended to approach distributional equity in a rather ad hoc fashion. Ex-
Talen, AlCP is a research assistant pro-
fessor at the Regional Research Insti- amples ofdistributive policy explicitly based on equity criteria, such as that
tute at West Virginia University. She in Savannah, Georgia (Toulmin 1988) are few. Usually, resources are dis-
has previously worked as a planner for tributed according to predefined standards such as per capita allocation
the City ofSanta Barbara, CA. Her re-
(e.g., 1 acre of park land per 1,000 residents) without conscious attention
search focuses on the creative use o f
CIS to explore equity, territorial jus- to distributional fairness. While such an approach minimizes the costs of
tice, and other social planning topics. decision-making, it ignores the social geography of urban areas. Alterna-
tively, resources may be allocated in response to political activism or the
Journal ofthe American Planning
Association, Vol. 64, No. 1, Winter
ability ofneighborhood groups to mobilize support for a particular facility.
1998. “American Planning While this method may appear superior to a unidimensional distributional
Association, Chicago, IL. standard, it rewards political-savvy at the expense of legitimate need.

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Planners continue to be called on to act as dissemi- are not meant to be generalizable; rather, they demon-
nators of social justice (see, for example, Krumholz strate a particular application of the method.
and Forester 1990), and the allocation of public facili- The paper presents a brief background on the
ties is one arena where social inequities can be miti- measurement of equity and a summary of the empiri-
gated, or at least offset by compensatory distribution. cal demonstrations of accessibility in the literature.
To the extent that disadvantaged groups can be spa- An outline of the various definitions of equity ger-
tially defined, the locational distribution of public mane to planning is presented. The methodology
facilities affords planners a rare opportunity to relieve section describes the basic technique of equity map-
the condition of those with fewer resources. ping, including the interactive process. The acces-
The question then arises: how can the spatial eq- sibility measures used here are explained, and the
uity of public resource distribution be analyzed and methodological difficulties are identified.
incorporated into public decision-making? What I With this analytical and methodological back-
propose here is equity mapping, a method that relies ground in place, a number of equity maps for the city
on the visualization techniques embedded in geo- of Pueblo, Colorado are examined. I attempt to guide
graphic information systems (GIs). Using a case study, the reader through an interactive, exploratory process
I demonstrate a prototype method for interactive use of assessing some aspects of distributional equity.
of GIS in which mapped distributions of (a) access to There follows a comparison of the different ways of
facilities and (b) socioeconomic characteristics are measuring access, and how they produce different ana-
used for exploratory analysis of spatial data. The map- lytical results. The paper’s conclusion presents a brief,
ping process ties directly into state-of-the-art proce- step-by-step “how to” of equity mapping, and then as-
dures in which dynamically linked windows allow the sesses the limitations as well as the value of equity
analyst to fully exploit the display capabilities of GIs. mapping for planners.
(See, for example, Anselin, Dodson, and Hudak 1993;
Batty and Xie 1994.) The implementation is straight- Background
forward; all that is required is the necessary software: The role of equity in resource distribution has en-
a standard GIS package capable of importing data and gaged the efforts of a wide array of disciplines. A re-
performing overlay functions, and a statistical pack- cent overview by Marsh and Schilling (1994) on the
age; locational information on any appropriate public measurement of equity in facility location analysis
facility or resource; and socioeconomic data such as lists the contributions of political scientists, sociol-
population and housing characteristics, readily avail- ogists, economists, geographers, and management
able in digital format from the census bureau or a lo- scientists. Many divergent modes of analysis are dis-
cal library. cernible. Policy analysts discuss the morality of poli-
For planning purposes, what is of fundamental tical choices in resource allocation, the preferred
importance is that planners-and also their constit- structure of government for fulfilling service needs,
uents-recognize the distributional principles under- the fiscal requirements, and the administration of ser-
lying any geographic arrangement of public resources. vice production (Merget 1979). Much research has fo-
The use of maps can elucidate equity variation and cused also on the political ramifications of planning
perhaps demystify it. By analyzing the spatial incon- for unwanted public facilities (sometimes criticized as
gruity between resource need and resource distribu- “environmental racism”), which presents an entirely
tion, planners can explicitly reveal the distributional different set of impact assessment methodologies and
choices being made about “who gets what.” As a basis locational strategies (Seley 1983; White and Ratick
for planmaking, revelations about who benefits, pre- 1989). Staeheli (1989) has analyzed the reasons for
sented in visual, spatially-oriented terms, enable com- providing services in terms of their maintaining the
munities to evaluate their distributional preferences legitimacy of capitalism. Indeed, the multidimension-
and see whether or not they are in line with broader ality of equity in providing services or facilities is at
community goals and with notions of fairness. times overwhelming. For the purposes of this paper, I
will briefly discuss both the definition and the mea-
Obiectives
J surement of equity, as well as empirical demonstra-
The purpose of this paper is to present a method tions of geographic variations in the accessibility of
planners can use to readily generate and evaluate vari- desired facilities.
ous (‘equity maps” of resource distribution. The pa-
per’s methodological contribution uses a case study as The Definition and Measurement of Equity
the framework within which to clarify the application In the purest sense, equity can be achieved only
of the method. The results of the case study analysis after society has arrived at a consensus about what is

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fair. This state is virtually unattainable, however, since Finally, equitable distribution can be defined by
what one group deems equitable is often seen as ineq- market criteria that make the cost of the service a key
uitable by another. In other words, many different factor in distribution. In particular, willingness to pay
definitions of equity could be operationalized in de- may be operationalized, in which case the equitable
fining distributional equity. This is analogous to distribution of services is defined according to the de-
Arrow‘s impossibility theorem (195l),which showed gree to which people use (and therefore pay for) a par-
that a community welfare function cannot be logically ticular service. Alternatively, allocation may be based
derived. It is also important to note the conflicts inher- on the amount of taxes paid or on least cost (on the
ent in equity definitions: for example, how social eq- basis of lower land costs, for example). Applying this
uity conflicts with territorial justice (Pinch 1985), and approach summons up the conflict between efficiency
how equity in risk distribution conflicts with equity and equity, which pits aggregate quantities of services
in access to services (Humphreys 1988). (output) against considerations of who the beneficiar-
In planning, the provision of resources according ies are. It is unlikely that distributions based on ef-
to locational equity has been variously interpreted. ficiency can be made to coincide with need-based
Fifteen years ago, Lucy identified five categories of eq- distributions.
uity that are relevant to planning for local services In this paper, I analyze the location of public facili-
(1981). Subsequent taxonomies relevant to planning ties according to a need-based distributional standard.
have been offered by Crompton and Wicks (1988), This is done for two reasons. First, although the con-
Truelove (1993), and Marsh and Schilling (1994). At cept of need can be entirely relative, involving individ-
least four separate categories are distinguishable. In ual assessments of deprivation (Harvey 1973), it is
the first category, equitable distribution is defined as nevertheless valid to characterize need on the basis of
equality, in which everyone receives the same public the socioeconomic characteristics of the population.
benefit, regardless of socioeconomic status, willing- This characterization of equity can be accomplished
ness or ability to pay, or other criteria; residents re- easily from census data, and can be integrated easily
ceive either equal input or equal benefits, regardless of into a GIS framework. In contrast, the determination
need. In the second category, equity in the distribu- of equity based on demand or market considerations
tion of public benefits can be according to need, relies on data that may not be readily available or easily
termed “compensatory” equity by Crompton and interpreted. For example, without rigorous analysis of
Wicks (1988). Lucy refers to this as “unequal treat- constituency preferences and demonstrated use sur-
ment of unequals,” which is based on indicators such veys (which are beyond the means of many planning
as poverty and race, and ideally would factor in the agencies), achieving equitable distribution as defined
nature of the benefit. Savannah, Georgia, for example, by demand is not likely.
directs city resources into the neighborhoods judged Second, on a more philosophical level, defining
to be “the worst off” (Toulmin 1988). A closely related equity without regard to socioeconomic status may of-
notion, equity planning-a procedure for mitigating fer equality of opportunity, but leaves in place the ine-
the inequity of class distinctions-has been promul- qualities of the existing social structure. Planners are
gated through the writings of Norman Krumholz in the business of offsetting the burdens imposed by
(1975; 1982), and more recently by Krumholz and For- unchecked “free” market economies,’ and one ap-
ester (1990). proach to this vocation is to administer territorial eq-
The third category is the equitable distribution of uity in a compensatory way. This view is closely related
services or facilities according to demand. Active par- to the notion of equity planning (Krumholz 1975;
ticipation in distributive decisions is “rewarded by in- 1982; Krumholz and Forester 1990).
creased user benefit. Squeaky wheels have better access
to public goods conferred on them. Demand may be Methods and Empirical Demonstrations of
conceptualized as economic (demonstrated use) or po- Geographic Variations in Accessibility
litical (“vociferous advocacy”).(See Crompton and Lue Despite the procedure’s obvious link to planning,
1992.) The distributional outcome based on demand there have been few empirical examples of mapping
differs sharply from need-based distributions. For ex- the spatial equity of a facility system or other public
ample, Mladenka and Hill (1977) concluded that ac- resource for planning purposes. Particularly absent
cording to the demand criterion, library location from the literature on planning are assessments of the
patterns should favor wealthier neighborhoods, since relationship between the spatial distribution of urban
consumption is higher there. A need-based criterion facilities and spatially referenced socioeconomic char-
would produce an entirely different equitable ar- acteris tics.
rangement. A study by Knox (1978) was perhaps one of the

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earliest examples of how mapped accessibility patterns access patterns and socioeconomic patterns simulta-
can be used to assess the equity of resource distribu- neously, nor examined how planned equity patterns
tion. Using several gravity-based measures of proxim- differ from actual ones. The paper also offers a
ity to urban services, Knox demonstrated how they method by which planners can explore spatial equity
could be used as indicators of social well-being in in an interactive, GIs-based environment.
cities. Territorial variations in opportunity were as-
sessed in terms of proximity to urban resources, in or- Methodology
der to obtain an overall measure of “relative personal Defining what is meant by equity must be coupled
accessibility” to be used for comparisons. An isometric with deciding on the rules to gauge whether or not
map was produced that indicated the relative levels of equity has been achieved. In this paper, I employ a
access to a specific urban service (in this case, medical need-based determination of equity, arguing that dis-
care). More recently, Martin and Williams (1992) con- tributive policy should recognize the fact that some
ducted a spatial analysis of the variations in access to citizens are more able than others to offset reductions
primary health-care centers. in public facilities and services. There are two broad
A basic approach to mapping spatial equity was analytical questions to be asked in interpreting equity
recently demonstrated by Truelove (1993). Counting maps structured this way. First, is there any indication
the number of opportunities within a defined range of that the facilities provided match the needs of the
a particular facility can identify regions that are loca- population? Second, is there a characteristic differ-
tionally advantaged (or disadvantaged). (See also Toul- ence-in terms of socioeconomic makeup-between
min 1988.) To demonstrate how spatial equity is those areas with higher provisions for their needs and
evaluated, Truelove presented several maps showing those with lower provisions for their needs? The first
regions of Toronto that are not “covered by day-care question asks whether or not needs are met; the sec-
facilities. He then compared the socioeconomic char- ond question asks whether or not distributional bi-
acteristics of the areas with divergent spatial proximi- ases appear.
ties, to characterize distributional bias. The basic methodological approach to equity
Pacione (1989) examined differences in access to mapping is to map both the distribution of accessibil-
secondary schools by compiling mapped indices of ac- ity measures and the distribution of socioeconomic
cess. Using a gravity-based model, the author revealed data in such a way that spatial variation in equity can
different “undulating” surfaces, which provided a ba- be scrutinized. This method is essentially spatial univar-
sis for comparing the effects of school closings on ac- iate, bivariate, or multivariate analysis, which reviews the
cess. In addition to visual comparison of spatial mapped distribution of data and the spatial patterns
variation, Pacione derived an overall coefficient of in order to characterize spatial association. For ex-
variation, by which the aggregate effect of different ample, indicators of socioeconomic status are mapped
spatial patterns of facilities can be compared. The so- relative to access (high or low access) as a way of dis-
cioeconomic characteristics of the neighborhoods that covering any indication of distributional bias.
fared better and those that fared worse, in terms of For planners, it is useful to evaluate proposed (i.e.
facility provision, were presented to reveal any under- planned) as well as achieved distributional patterns
lying patterns of distributional bias. (Talen 1996). Analyzing the “equity map” of proposed
More recently, Geertman and Ritsema Van Eck plans reveals the distribution preferences of a commu-
(1995) have demonstrated how accessibility maps nity.2 Obviously, this is not as ideal as survey-based
(generated using GIs) can be used in planning applica- approaches, since plans quickly become outdated, and
tions. Moving beyond the traditional GIS methods of distributions shown in plans do not necessarily reflect
overlay, buffering, and network analysis, the authors constituent preferences adequately. However, to the
showed how to produce maps of “potential surfaces,” extent that plans are developed to reflect community
using the gravity potential method of measuring ac- intent, they are a useful proxy for community prefer-
cessibility. Although socioeconomic variables were not ence. Comparing planned accessibility patterns (based
included, the authors showed how the maps can be on the planned distribution of facilities) with actual
used to visually identify, for example, potential build- (achieved) accessibility patterns offers insights into
ing sites with enough public transport. the nature of plan implementation.
Each of these studies offers something toward the
refinement of method explicated in this paper. But The Interactive Process
while each is concerned with making mapped, visual As noted, the analysis here is meant to be inter-
comparisons of spatial variations in access to services, active and investigatory in the sense that the results of
none has investigated access and equity by mapping one type of analysis-for example, mapping park ac-

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DATAINPUT:
f VISUAL CHARACTERIZATION OF

MODIFY:
measurement of access
EQUITY

DATA
SPATIAL
ANALYSIS:
IDENTIFY
SPATIAL
location/distance
pophousing char- definition of need CLUSTERS:
univariate
acteristics
bivariate visual assessment
facility attributes
multivariate formal assessment
A

FIGURE 1. Equity mapping process

cessibility and housing value-should lead to explora- map) the data inputs. Spatial clusters are then identi-
tion of other types of relationships. The process is fied, leading the analyst to interactively investigate
dynamic: maps do not yield definitive answers; they how modifying the data changes the observed equity
expose relationships and guide the investigator to patterns. Variation in how equity is characterized
probe further correlations. The flowchart presented in drives the analysis.
figure 1 illustrates the interactive nature of the equity To some extent, the differences in measurement
mapping process. and in how the variables are compared are dictated by
In building equity maps, the three types of vari- data availability and software capabilities. For ex-
ables (“data input”) can be altered to fine-tune the ample, if data on facility characteristics are detailed,
methodology and allow for a wide range of applica- comparative analysis of how specific population needs
tion. These types are (1) locational information (e.g., are being met by the geographic distribution of facili-
distance between residents and parks); (2) population/ ties-and how this has improved or worsened over
housing characteristics (socioeconomic data); and time-can be accomplished. As another example, if the
(3) facility characteristics. In the interactive process of particular GIS package being used supports network
constructing equity maps, these data are modified to analysis, distance measures can be based on the ex-
reflect alternative measurements of access and defini- isting street pattern between supply (facilities) and de-
tions of need. For example, the accessibility measures mand points (population/housing), perhaps weighted
can vary in terms of the spatial unit used or of how by type of road (in which speed is accounted for).
the measure is computed. Population/housing charac-
teristics may be variables indicative of potential dis- Accessibility Measures
crimination (race and housing value, for example), or If need-based equity in public facility planning is
may simply reflect certain types of needs (based on age adopted as the criterion, the measurement of equity
of population, for example). Facilities can be charac- looks at the locational distribution of facilities relative
terized by size, range of services, or quality. If park to the locations of different socioeconomic groups. To
facilities are being analyzed, the data may characterize relate the locations of facilities and population groups
the more intensive space needs of higher-density areas, to each other in a meaningful way, uccessibility between
areas with smaller lot sizes, or areas with fewer oppor- the locations must be measured.
tunities for recreation. Any of these definitions can be There are a wide variety of accessibility measures
employed in the interactive process of constructing eq- from which to choose. In the case studies included
uity maps. here, four different accessibility measures are em-
Various spatial data analysis techniques (univari- ployed: the well-known gravity potential formula, and
ate, bivariate, multivariate) are used to compare (i.e. three other measures taken from facility location

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modeling, termed “objective functions” (defined be- demand point (in this application, census block). The
low). The measures were selected for their ease of in- covering objective seeks to maximize the number of
terpretation, their prolific use in the literature, and people “covered,” so that as many people as possible
their lack of computational burden and data require- have a facility located within a given distance. This as-
ments. The use of these less mathematically complex sumes that the facility is equally enjoyed within this
measures (the “common sense approach”) was urged covering range, and that beyond the specified radius,
by Koenig (1980), who found a “remarkable conver- use of the facility is diminished.
gence” between common sense measures and those In this demonstration, a tally of the number of
using more detailed mathematical expressions of con- parks located within a cri-ticaldistance-defined as one
sumer surplus and behavioral utilities. He wrote: mile-is given as a way of characterizing access. This
“[Tlhe [common sense approach] can be clearly and distance is justified using the criteria for park access
readily understood by policy planners and decision given in DeChiara and Koppelman (1982). The higher
makers. Such direct understanding is not provided by the score (i.e. the higher the number of parks within
mathematical models used in some other approaches” the critical distance), the better.
(147). Of course, simplicity must be treated with
caution: while the less elaborate measures constitute Mininum Distance. Inequity of access is inevitable,
a useful proxy for accessibility, the reduction of com- since some blocks will always be closer than others to
plexity can create limitation and weaknesses in the any given facility. In locational modeling, “equity”
measure^.^ models seek to minimize inequality by choosing a lo-
The formal expressions of these access measures cation that reduces the longest journey of any con-
are available on request. sumer (in this case, census block) to a minimum
(Hodgart 1978). In this paper, the equity model is de-
Gravity Model. In the gravity model, which is per- fined simply as the minimum distance between each
haps the most widely used model of spatial interac- point of origin (i.e. census block) and the nearest
tion, interaction between locations is weighted by the park facility.
frictional effect of distance, similarly to the interaction
between objects in Newtonian physics. In the specific Software
use of the model here, the “force of attraction” be- In this paper, ArcView version 3.0 software is used
tween resident location and park location is propor- to construct the equity maps. It should be noted that
tional to the attractiveness of the park (e.g., park size), virtually any of the other available GIS software pack-
and inversely proportional to the square of the dis- ages could be used. The statistical package used is
tance between them. Therefore, demand for parks (the Spacestat (Anselin 1994), which was written specifi-
“force of attraction”) is expected to fall at a negative cally for spatial data analysis. Spacestat is used to ob-
rate with distance. In these terms, the computed acces- tain the accessibility measures, and can be used to
sibility score characterizes the use (or demand) of ev- construct the formal indicators of spatial association.
ery park. Therefore, the higher the score, the better;
the access score will be lower where distances to parks Case Study
are greater. The city of Pueblo, Colorado was selected as a case
study to demonstrate the process of equity mapping
Minimizing Travel Cost. The travel cost measure, in planning. The city was selected according to the fol-
adapted from locational optimizing models, is simply lowing criteria: existence of a comprehensive plan that
a measure of the average distance between each origin includes proposed park development, and existence of
(for example, census block) and each destination (i.e. data on actual park locations and recreational facilities
public facility). How this distance is computed can, of both at the time the plan was prepared, and at a future
course, vary widely. In this paper, the travel cost mea- date (the “planning horizon”).
sure for each block is the average straight-line distance To demonstrate the analytical process, I analyze
between that block and every park in the city. Since the spatial equity of one particular kind of public facil-
the goal of improving accessibility is to minimize the ity: parks. Parks are a public resource particularly ger-
cost of travel, the lower the score, the better. mane to planning applications because of their pivotal
role in comprehensive planning efforts as well as their
Covering Objectives. In the covering model, a cer- capacity to improve neighborhood quality.
tain critical distance or covering radius is defined, and Both planned park locations and the park loca-
a binary coefficient is used to identify the facilities tions existing in 1990 are included in the example eq-
that are included within the critical distance for each uity maps. Figure 2 shows the generalized location of

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EMILY TALEN

FIGURE 2. Existing and planned parks, Pueblo, Colorado

park facilities planned for the city in 1966, along with nificant growth), the equity map of facility distribu-
1990 existing park locations. Specific data on facilities tion for Pueblo is of particular interest.
are limited to park acreage. Parks information was ob- Figures 3 and 4, in addition to showing the loca-
tained from the following sources: Parks, Recreation and tion of 1990 parks, show the spatial distributions of a
Beautification Report (National Recreation and Park As- population and a housing characteristic: percent His-
sociation 1966))for planned park locations; and Recre- panic and housing value. In figure 3, it is clear that
ational Activities and Facilities Guide (Pueblo Parks and higher housing values are in the north and west of the
Recreation Department 1990), for the location of 1990 city, and lower housing values in the south and east.
parks. Census data at the block level were obtained for The city is almost diagonally split. Figure 4 can be in-
1970 and 1990. terpreted similarly. The eastern and southeastern sec-
Pueblo is a city of just over 100,000, located in tions of the city have higher proportions of Hispanic
southeastern Colorado. Since the mid-1970s) there has population, and lower percentages of Hispanic popu-
been no population growth within the City of Pueblo, lation are found in the north and west.
and, in fact, between 1980 and 1990 there was a slight A comparative analysis of two distributions,
loss of population. As in many other United States shown in figure 5, shows one approach to equity map-
cities, growth has occurred in outlying residential ping. For this figure, need per block in 1990 is sub-
areas, while population growth in the core of Pueblo tracted from the covering access measure per block for
has been stagnant. Since there are no clearly defined 1990, and this amount is compared with the covering
areas in need of new resources (as a function of sig- access measure on the plan. Thus, equity intentions

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I . .

s i

Since there are comparisons made between 1966/70 and 1990, only blocks which had population in 1970 are used
This essentially limits the analysis to the central area of Pueblo. Housing values are in thousands.

FIGURE 3. 1990 parks and 1990 housing value distribution (quartiles)

(i.e. plans) are compared with equity accomplishments with high provision on the plan and high provision
(i.e. 1990). Need is calculated as population per census relative to need in 1990. Thus figure 5 shows those
block multiplied by an estimate of the park acreage blocks where the plan “missed” its intention-that is,
required per ~ e r s o nIt. ~should be noted that “high” had planned above-average accessibility, but by 1990
and “low” access scores on the plan refer to their rela- had an accessibility relative to need that was below
tive magnitude, that is, whether they are above or be- zero-as well as those blocks where the plan was “suc-
low a measure of the central tendency of the data cessful” in terms of its accessibility goals: the darker
(i.e. median or mean). Alternatively, scores could shaded blocks are those that the plan intended to have
be mapped according to quantile distributions, or higher than average provision and that actually did ex-
whether they are positive or negative, or any other de- hibit more provision relative to need (above zero) in
sired categorization of the data. 1990.
The lighter shaded blocks in figure 5 show those To reiterate: the purpose of equity mapping is to
areas with relatively high provision on the plan (above stimulate further inquiry. Why were the blocks with
the median score) and low provision relative to need relatively higher access on the plan targeted for more
(below zero) in 1990. The darker blocks show areas park facilities (or at least better access to parks)? How

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EMILY TALEN

ic

Miles

Since there are comparisons made between 1966/1970 and 1990, only blocks which had population in 1970 are used.
This essentially limits the anaiysis to the central area of Pueblo.

FIGURE 4. 1990 parks and percent Hispanic (quartiles)

quickly, if at all, did the selection of these targeted It is difficult, however, to draw conclusions about
areas become outdated with respect to need? What socioeconomic bias when the aggregate data for the
role did infrastructure constraints play in deciding on two distributions are compared. Table 1 summarizes
park development? Certainly, the question of distribu- the differences between the two categories of blocks
tional bias has to be considered. Traditional critiques shown in figure 5, for a few socioeconomic characteris-
of planning would postulate that the blocks that fared tics. For the lighter shaded blocks, the distribution of
well both on the plan and in actuality probably have a selected blocks covers some areas of higher housing
higher socioeconomic status than do the blocks that value (as shown in figure 3 ) , and as a result the median
did poorly despite the plan’s call for higher provision. housing value is higher for these blocks as compared
It might further be postulated that the areas that ac- to the darker shaded blocks. Thus for darker shaded
quired the higher provision called for on the plan are blocks, which did well in terms of covering access-
likely to be more influential in a political context, based on need, and in relative terms-it cannot be
through either neighborhood activism or interest shown that provision (covering access) was based on
group domination. Critics might surmise that the the location of higher-income areas (as indicated by
blocks that did not do well in spite of the plan had higher housing value). For blocks where provision mi-
less political clout to effect change on their behalf. nus need was relatively high, mean housing value was

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Plan highlactual high


a Plan high/actual low
Streets

0.7 0 0.7 1.4 w

Planned provision is calculated as the amount of park acreage accessible on the plan within a onamile radius of each census block (the covering access measure).
Actual provision is calculated as the amount of park acreage accessible in 1990 within a onamile radius of each census block, minus park need (population per block
times .W25acres).

FIGURE 5. Comparison of planned provision versus high and low actual provisions

in fact lower. Only in terms of housing density is there porated into the investigatory procedure. Need is
some potentially undesirable dissimilarity: in figure 5, therefore based on the presence of higher-than-
selected blocks with higher provision relative to need average percentages of traditionally disadvantaged
in 1990 were lower in housing density than the lighter groups-racial minorities and lower-income groups,
shaded blocks, in terms of number of housing units for example. Relationships between access, and race
per block (for single-family and owner-occupied). In a and income (as opposed to population and number of
more equitable (i.e. need-based) distribution, one housing units) signify the existence or nonexistence of
would expect that higher provision would be associ- spatial equity more overtly, by revealing the relation-
ated with higher housing density. Of course, this may ships between the distribution of resources and spa-
or may not be a function of infrastructure constraints, tially defined socioeconomic groups. For example,
which for higher housing densities in more built-up maps that show the blocks with relatively high access
areas of the city preclude additional parks devel- in 1990 and also a high proportion of home owner-
opment. ship, single-family housing, or white racial makeup
Figure G is an example of an equity map in which may point to a situation in which greater access is af-
sociodemographic variables that could indicate bias in forded blocks with a higher socioeconomic status.
terms of distributional choices are more directly incor- For figure 6 , “ h i g h and “low” access scores and

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TABLE 1. 1990 statistics for selected blocks (figure 5)

Planned provision high; actual provision low (selected blocks)

Median Interquartile Range

Avg no. of rooms 5.O 5.0-6.0

I Mean housing value I $50,000 I $47350-$58,100


Single-family units 16 13-22

Owner-occ. units 12 9-17

Median Interquartile Range

1 Avg no. of rooms I 5.0 I 4.0-5.0

Mean housing value $39,400 $33,950-$42,500

I Single-family units I 11 I 5-16

Owner-occ. units 8 3-13

socioeconomic characteristics are based on the median parisons of changes in distributional equity over time,
:tatistic. The map highlights blocks that have the fol- or maps of quantile distributions related to socioeco-
lowing two simultaneous characteristics: a low gravity nomic attributes. Further, variation in the method-
model access score in 1990, and low housing value in ological components (the way distance is computed,
1990. The number of blocks included in these two cat- for example) could be used to add analytical depth to
egories is not unexpected: 408 blocks (approximately the analysis, and to test the robustness of the initial
one-fourth of the total number of blocks). But the results. Here, dynamically linked windows in a GIS for-
question to be answered is whether or not those blocks mat would be particularly useful.
show any spatial patterning. Planners should investi- In a less spatially-referenced procedure, one pos-
gate why this area had low access, despite the fact that sible type of analysis is to compute and analyze the
it is an area with below-average economic means (i.e. correlation coefficients between socioeconomic vari-
below-average housing value), and thus had demon- ables and the access measures.s For example, 1970
strated need. Further, a visual comparison with figure socioeconomic variables could be correlated with mea-
4 reveals that the blocks selected in figure 6 corre- sures on the plan, and compared with the correlation
spond to areas of high Hispanic population. Again, coefficients between 1990 access measures and 1990
questions about infrastructure, political prowess, and socioeconomic data. Changes may indicate that the in-
simple random variation are all valid. Equity maps like tention of the plan was not upheld, for example, if the
this one alert planners to areas that may not be acquir- directions of the relationships between income groups
ing access to resources to the degree in keeping with and access are different between the plan and 1990.
community goals and need-based standards of equity. Alternatively, scatterplots and other exploratory data
The equity mapping procedure presented above analysis could be used to investigate the linearity of
could be built upon in a number of ways. Input vari- the relationship between access and socioeconomic
ables could be changed, for example, to produce com- data.

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value

Shaded blocks are those that simultaneously posess the following characteristics: access score, based on the gravity model,
below the median (.4504); and housing value below the median for 1990 (below $40.000).

FIGURE 6. Blocks with low access (gravity model) and low housing value

Formal Indicators of Spatial Association ping is Local Indicators of Spatial Association (LISA).
Much of the analysis presented in the previous (See Anselin 1995.) This test for spatial association
section relies on a visual assessment of spatial cluster- (known as spatial autocorrelation) is designed so that
ing in the data. The clusters of blocks appear to be a null hypothesis of no spatial autocorrelation-i.e. a
significant; but, strictly speaking, there is always a random spatial pattern-is rejected if large values are
chance that the clusters of blocks revealed in equity consistently surrounded by large values, small values
mapping are a result of random patterning. This is are consistently surrounded by small values, or large
particularly a danger when broad categories like values are surrounded by small values, and vice versa
“above the median” are used to stratify the data. (Anselin 1995). The testing procedure is easily accom-
There are, of course, statistical methods to discern plished using Spacestat software (Anselin 1992). For
whether or not observed spatial patterns and spatial any variable, the LISA function in SpaceStat returns a
clusters are statistically significant or random. One z-value and associated probability for each block.
such method that is particularly useful in equity map- Mapping the significant values reveals clusters of

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133
EMILY TALEN

In the travel cost measure, high accessibilityscores Indicate high travel costs. Low scores are shaded dark, to represent higher accessrbtlrty
Scores range horn 2 04 miles (high accessibility) to 4 7 miles (low accessibility)

FIGURE 7. Travel cost quartiles

blocks that are spatially autocorrelated in a more rig- A primary issue to be decided is: what character-
orous, statistical sense. ization of access is most suitable? Largely, this boils
down to a decision about how distance between the
Comparing the Characterization of Access user and the facility should be characterized. In all
Essentially, deriving a measurement standard for measures used in this paper, the value of the facility
equity in resource distribution depends on the defini- to the user declines with distance. If a community
tion of equity being used, and how it is measured. If wishes to emphasize the effect of distance as a deter-
equity is predicated on expansion of choice for disad- rent, then the gravity model may be appropriate. Al-
vantaged groups, measurement methods will focus on ternatively, a community may wish to compare access
access to facilities by spatially distinct socioeconomic to facilities as an average of all distances to all facilities
groups. Assuming that the location of these groups (travel cost measure), which treats the resources of a
can be agreed upon-for example, from census data- city as a complete package of public goods. If the goal
the task for communities is to agree upon how to mea- is to assess how to minimize the inequality of nearest
sure access. distance between origin and destination, then a mini-

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VISUALIZING FAIRNESS: EQUITY MAPS FOR PLANNERS

-
Minimum distance quartiles Covering model quartiles

Minimum distance quartiles have been reversed to allow for easier comparison with the covering model quartiles
1 0 1 Miles
Thus low minimum distance scores are shaded dark Minimum distance scores rangefrom 01 miles (high accessibility)
to 1 02 miles (lowaccessibility) Covering model scores are calculated in square miles of park acreage, for a one-mile radius
Covering model scores range from 0 square miles of park area to 36 square miles of park area

FIGURE 8. Comparison of minimum distance quartiles and covering model quartiles

mum distance measure may be applied. Finally, if the distance and covering model distributions, higher
goal is to maximize the number of people “covered,” scores (darker shaded blocks) correspond with higher
and if it is decided that beyond a given radius, users access. The covering model map reveals that high ac-
acquire no benefit, then a covering approach may be cess is somewhat polarized into the west and north-
warranted. eastern portions of the city, whereas the distribution
A useful way to assess these different characteriza- of access scores defined as minimum distance to the
tions of access is to compare the mapped distribution nearest park presents a more variegated pattern. In the
of each type of measure. Figures 7 and 8 give visual latter case, high scores (i.e., high minimum distances)
insight into the kinds of variation. Figure 7 shows a identify those blocks that have fallen “between the
distribution of travel cost quartiles; the darker shaded cracks” in their proximity to parks. The main conclu-
blocks are those with a lower travel “cost.” Predictably, sion to be drawn is that a characterization of access to
the central portion of the city has, on average, more parks that differentiates blocks with “high access” and
access to park facilities as a whole. Thus if a commu- those with “low access” can vary significantly, de-
nity views the distribution of park facilities as a total pending on how access is defined.
“package” of resources and compares average distance
to all parks, the peripheral areas of the city clearly end Conclusion
up behind. This situation may not be inconsistent Equity mapping is a useful visualization tool. In
with need-based equity goals if disadvantaged groups an interactive GIS format, the procedure allows plan-
are located in the central portion of the city. ners to gauge the degree of equity associated with any
Comparing figure 7 with figure 8 reveals how the particular geographic arrangement of public facili-
spatial pattern of access changes substantially if access ties. The process of building equity maps should be a
is measured differently. Figure 8 shows two distribu- standard procedure in any local planning office. Any
tions that are markedly different from the quartile dis- locality that has the basic components-locational in-
tribution of travel cost. For both the minimum formation on public facilities, census data, a standard

APA JOURNAL.WINTER 1998


EMILY TALEN

GIS package, and a statistical package-can explore in the construction of equity maps can be almost in-
spatial equity issues. finitely refined in the attempt to acquire more precise
The process of equity mapping proposed in this measurement. The use of equity maps will be trouble-
paper proceeds as follows. First, the analyst must some to those who are more comfortable with a
choose among a number of methodological alterna- perceptual-behavioral paradigm when assessing issues
tives: the type of facility used (or a “package” of public such as equity in urban environments. Some will see
facilities); the attributes of the population to be in- the necessity of incorporating the quality of the facil-
cluded (i.e. how need is to be characterized); the type ity or the service in the assessment. Smaller spatial
of accessibility measurement to be used (one model, or zones, sophisticated measures of personal mobility,
more than one for comparative purposes); the distance and greater detail on resident age structure and use
measurement to be used (for example, straight-line or preferences have all been called for (Pacione 1988). It
network-based); and the parameters of the access mea- is not clear, however, whether the increased costs for
sures (covering radii, distance decay parameter, etc.). data gathering and computation may outweigh the
The analyst may also decide to increase the complexity unsubstantiated gain in precision. The real benefit of
of any given measure by adding additional compo- the approach outlined in this paper is that it is a tech-
nents to it (for example, by adding a demand con- nique that is readily available to local planners.
s train t) . Perhaps more damaging to the notion of equity
Once the accessibility measures have been calcu- mapping is the inherent difficulty of differentiating
lated, the second step is to enter the locational and among varying levels of need: how are the various cate-
attribute data into a GIS for mapping and analysis. gories of advantaged versus disadvantaged groups to
Attributes for facilities (either planned, existing, or be defined? The approach advocated in this paper
both) as well as for population units (for example, cen- takes as its philosophical basis a “moral imperative”;
sus blocks) are included. If those are not available in in the tradition of Kant, Hobbes, Rousseau, Hegel and
the GIs, a statistical package must be selected. Finally, Marx, a unitary public interest is identified (Weaver e t
the analysis is performed, consisting of spatial univari- al. 1985).Yet, even if that elusive notion can be identi-
ate, bivariate, or multivariate analysis, and the mapped fied, planners will have to grapple with defining what
distribution of data and the spatial patterns are re- range of territorial variation is acceptable: to what ex-
viewed in order to assess the spatial equity of facility tent is the community willing to redistribute public
distribution. welfare and offset the inequities imposed by a free-
Essentially, the construction of equity maps is market economy?
exploratory spatial data analysis. Relationships are dis- In any case, as stated at the outset, the complexi-
covered and assessed, and data inputs are reformu- ties involved do not undermine the legitimacy of the
lated to investigate, in an interactive way, existing and/ endeavor. The method demonstrated in this paper
or planned equity patterns. As with any seemingly should be viewed as afiamework rather than a rule-
simple method, the method does not reveal all the book for the investigation of spatial equity. In this
complexities involved. Admittedly, it is no easy matter light, the goals of equity mapping are fairly basic: the
to demarcate clearly between “bias” and “no bias” in production of equity maps serves to promote, through
distributions, particularly since tests of significance visualization, a sociological understanding of the rela-
are not readily applied. tionship between distribution and need. Although
One must also consider the interpretation that this method does not address the underlying sociopo-
very little “bias” exists. When the equity of plans is litical processes that determine who benefits and who
assessed in terms of how they are implemented, for pays for public resources, the mapping of spatial op-
example, observed patterns and relationships may re- portunity in relation to population profile establishes
flect no more than the inability of plans to anticipate an essential, and as yet overlooked, preliminary basis
sociodemographic change. Distributions may reflect for inquiry.
no more than the fact that the placement of park facil-
ities is not based on the distribution of socioeconomic
data. Yet even if distributional patterns reflect only an AUTHOR’S NOTE
ad hoc approach to facility planning, the ability to This research was supported in part by grant SBR9304644
delve into the relationship between access and socio- from the National Science Foundation. I would like to thank
economic characteristics is no less useful. Luc Anselin, Lew Hopkins, Helen Couclelis, Reg Golledge,
No doubt equity mapping will be criticized on the Mike Goodchild, and three anonymous referees for their
basis of methodology. The models of accessibility used helpful comments.

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NOTES Arrow, Kenneth 5. 1951. Social Choice and Individual Values.


New York: John Wiley and Sons.
1. This statement is particularly controversial when plan- Banerjee, Tridib. 1993. Market Planning, Market Planners,
ning is equated with regulation (as discussed by k c h - and Planned Markets. Journal of the American Planning Asso-
ardson and Gordon (1993)). The allocation of public ciation 59,3: 353-60.
facilities is no different, and represents one arena in Batty, Michael, and Yichun Xie. 1994. Modelling inside GIs:
which planners are especially needed to compensate for Part 1.Model Structures, Exploratory Spatial Data Analy-
market failure (e.g., in the provision of public facilities sis and Aggregation. International Journal of Geographical In-
like parks; see Banerjee (1993)). formation Systems 8,3: 291-307.
2. Policies-as reflected in comprehensive plans-imply Crompton, John L., and Chi Chuan Lue. 1992. Patterns of
theories, whether explicitly stated or not. Similarly, the Equity Preferences among Californians for Allocat-
distribution of public facilities such as parks is based on ing Park and Recreation Resources. Leisure Sciences 14:
a particular, perhaps unstated service distribution the- 227-46.
ory that implies a certain standard. To discover what the Crompton, John L., and B. E. Wicks. 1988. Implementing a
implicit theories and standards that operate in compre- Preferred Equity Model for the Delivery of Leisure Ser-
hensive plans are is a task similar to deconstructing the vices in the US.Context. Leisure Studies 7: 287-403.
discourse of planning. (See Moore-Milroy 1989.) DeChiara, Joseph, and Lee Koppelman. 1982. Urban Planning
3. As with most empirical endeavors, the specific meth- and Design Criteria. New York: Van Nostrand Reinhold
odology used is not infallible. A few of the difficulties Co., Inc.
associated with the building of equity maps are: Fotheringham, A. S., and D. W. S. Wong. 1991. The Modifi-
(1) ecological fallacy/modifiable areal unit problem, able Areal Unit Problem in Multivariate Statistical Analy-
which occurs when characteristics of aggregate data are sis. Environment and Planning A 23: 1025-44.
also assumed to be present in the individual data; Geertman, Stan C. M., and Jan R. Ritsema Van Eck. 1995.
(2) temporal lag problem, which results from the fact GIS and Models of Accessibility Potential: An Application
that the relationship between facility distribution and in Planning. International Journal of Geographical Information
population distribution (which determines the distribu- Systems 9,l: 67-80.
tion of needs) is dynamic; and (3) the problem of defin- Haining, Robert. 1991. Bivariate Correlation with Spatial
ing accessibility, which can be very complex in its Data. Geographical Analysis 23,3: 210-27.
definition and measurement. Harvey, David. 1973. Social Justice and the City. London: Ed-
4. Any appropriate standard could be used. For figures 2 ward Arnold.
and 3, .0025 acres per person was the standard used, Hodgart, R. L. 1978. Optimizing Access to Public Services.
based on DeChiara and Koppelman’s Urban Planning and Progress in Human Geography 2, 1: 17-48.
Design Criteria ( 1982). Humphreys, John S. 1988. Social Provisiors and Service De-
5. Of course, the normality of the data would have to be livery: Problems of Equity, Health, and Health Care in
investigated, and the unique methodological problems Rural Australia. Geoforum 19,3: 323-38.
that result from performing bivariate correlation analy- Jones, B. D., S. Greenberg, and J. Drew. 1980. Service D e i . m y
sis using spatial data (Haining 1991) would have to be in the City. New York: Longman.
addressed. In the absence of data normality, the relative Knox, Paul L. 1978. The Intraurban Ecology of Primar! Med-
magnitude and the signs of the coefficients (positive or ical Care: Patterns of Accessibility and their Policy Impli-
negative) could still be of value. cations. Environment and Planning A 10: 415-35.
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“This will be a fundamental and widely used text in planning


schools.’’-Peter Marcuse, Columbia University
The history of planning is much more than the recorded
progress of planning as a discipline and a profession.While
the official story of planning celebrates the state and its
traditions of city building and regional development, these
ies focus on previously unacknowledg

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38 APA JOURNAL.WINTER 1998

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