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CHAPTER 7

SPATIAL MEMORY:
PLACE LEARNING, PILOTING,
AND ROUTE KNOWLEDGE
Ken Cheng and Paul Graham
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Most of the natural world is dotted with sizeable entrances. He placed rings of pinecones around
objects that are stable over a substantial portion of individual wasps’ nest entrances. On returning from
animals’ lives. Exceptions are bare deserts and open foraging journeys, wasps would search for their nest
seas. Many terrestrial animals can use these stable at the center of a ring of pinecones even when the
objects—landmarks—for navigation. Landmarks ring had been displaced by Tinbergen. He showed
are used in diverse ways: to define a place, to chart a that insects learned something about the landmarks
direction to a goal (piloting), or to form and execute surrounding an important location, a finding that set
stereotypical routes. In this chapter, we approach the stage for decades of experimentation using land-
these phenomena taxonomically, focusing on bees mark displacements and manipulations, which are
and ants among invertebrate animals and rats and still used in modern studies of insect navigation.
pigeons among vertebrate animals, although a num-
ber of other species are mentioned. For the most part, Using Landmarks to Define a Place
we leave out humans, in part because humans are so For small insects that may be easily perturbed by
well represented in other chapters in this volume. air currents or ground undulations, visual input
provides accurate feedback about any unintended
movements. Hoverflies (T. S. Collett & Land, 1975)
INVERTEBRATES’ USE OF LANDMARKS
and Tetragonisca guard bees (Kelber & Zeil, 1997)
The largest repertoire of navigational research on use vision to maintain a stable position in space.
invertebrates concerns insects, primarily ants and Similarly, Junger (1991) showed in a beautiful
bees. Like larger brained, longer lived animals, indi- experiment how water striders maintain a desirable
vidual insects also take advantage of landmarks to position on a flowing stream by keeping the reti-
aid navigation back to important locations. Intrigue notopic view of the world fixed. Individual water
regarding the mechanisms of insect navigation is striders were allowed to establish a station on an
ancient, but the scientific study of insect naviga- artificial stream that had a single elevated lamp as a
tion has prospered since the pioneering work of landmark. The water striders tried to keep the eleva-
Nobel Laureates Niko Tinbergen (Tinbergen, 1951) tion of the lamp constant. If the lamp was lowered,
and Karl von Frisch (von Frisch, 1967). Tinbergen the water striders increased their rowing frequency
(1951) famously demonstrated the importance of to compensate for the perceived slip downstream.
visual landmarks for ground nesting digger wasps Likewise, if the lamp was elevated, water striders
as they tried to locate their inconspicuous nest allowed their rowing frequency to decrease and let

DOI: 10.1037/13936-008
Handbook of Spatial Cognition, D. Waller and L. Nadel (Editors)
Copyright © 2013 by the American Psychological Association. All rights reserved.

137
Cheng and Graham

themselves slip downstream to restore the lamp’s test ground they searched accurately at the fictive
elevation to its original value. nest position. In contrast to bees, if the array was
Memory of a visual scene can also be used to expanded by a factor of two, the search distribu-
return to a fixed location in three-dimensional space tion became scattered. The sharp search peak at the
after a prolonged excursion. For instance, male center returned if the landmarks in the expanded
hoverflies often leave their station to chase poten- array were doubled in size. Although distances to
tial mates. After each chase, however, they return landmarks did not match, in this array the retino-
to their original hover location. In their seminal topic view at the center matched the view from the
work, T. S. Collett and Land (1975) showed that a goal location of the training array. Similar results
fly’s return to its original hover location was driven were found in the Australian desert ant Melophorus
by the memory of the visual scene as seen from the bagoti (Narendra et al., 2007; for a review, see
original hover point. Remembering how the world Cheng, Narendra, Sommer, & Wehner, 2009). The
appeared from a target place is a neat way of con- term snapshot now refers to any behavioral model
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firming that one has reached that location. More that describes an organism’s 2-D memory of visual
important, one can use the discrepancy between landmarks and scenes. We next look at the details of
one’s current view of the world and the view stored what components constitute an insect’s snapshot.
at the goal to drive the search for that goal. This
What is in a snapshot? Insects have very different
use of a remembered view of the world to guide the
visual systems from vertebrates (Land & Nilsson,
search for a goal has come to be known as snapshot
2002), and it is important for us to imagine what
matching, following the work of Cartwright and
the world looks like to an insect. Three primary
Collett (1982, 1983, 1987).
factors make an insect’s eye view of the world differ-
ent from the way we see the world: (a) the palette
The Snapshot Model of visual features available to an insect is different,
Cartwright and Collett (1983) trained honeybees to
(b) insects have much lower visual resolution than
find a sucrose feeder at a point defined by a triangu- we do, and (c) most insects have a nearly 360° pan-
lar landmark array. To ensure that the bees learned oramic field of view. With respect to the available
the landmarks, the array of landmarks and feeder features, we know from extensive pattern recogni-
was shifted in the experimental room from trial to tion experiments with honeybees and Drosophila
trial. On tests with the feeder removed, trained bees flies that insects encode scenes using apparent size
searched accurately at the fictive feeder position (Cartwright & Collett, 1983; Ernst & Heisenberg,
defined by the array. After the bees had learned the 1999), edge orientation (Srinivasan, Zhang, &
task, the array was transformed to probe how land- Witney, 1994), color (Hempel de Ibarra, Giurfa, &
marks were encoded and used. When the array was Vorobyev, 2002; Lehrer, 1999; Tang, Wolf, Xu, &
expanded, bees searched at a location that provided Heisenberg, 2004), and vertical center of gravity
the best match to the directions of landmarks as (Ernst & Heisenberg, 1999). When we consider this
seen from the goal. limited palette of available features and the low reso-
Similarly, walking ants searching for their nest lution, we can make sense of the cues that insects
entrance or a feeder guide their search by stored seem to use as landmarks in the natural world.
views of the world as seen previously from the goal Because efficient navigation requires information
(e.g., Durier, Graham, & Collett, 2003; Narendra, that can be used over a reasonable distance, this is
Si, Sulikowski, & Cheng, 2007; Wehner & Räber, likely to come from large environmental features.
1979). Color Plate 12 shows a typical experimen- Classic and modern studies have demonstrated navi-
tal demonstration of how a stored view guides an gational control by such large features (e.g., moun-
ant’s search. Wehner, Michel, and Antonsen (1996) tains: Menzel, Geiger, Jeorges, Müller, & Chittka,
placed a trio of landmarks around the nest entrance 1998; Southwick & Buchmann, 1995; forest edges:
of a Cataglyphis fortis colony. When the ants were von Frisch & Lindauer, 1954). A long-held idea has
displaced to a similar landmark array on a distant been that these large objects may gain their salience

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Place Learning, Piloting, and Route Knowledge

by contrasting against the sky and being part of the ily on landmarks that are closer than more distant
skyline (Fourcassié, 1991; Fukushi, 2001; Towne & (Cheng, Collett, Pickhard, & Wehner, 1987). The
Moscrip, 2008; van Iersal & van den Assem, 1964; more distant panorama, however, is more stable in
Wehner et al., 1996; Wehner & Räber, 1979). Recent appearance, providing useful contextual informa-
evidence from ants has demonstrated that skylines tion. Laboratory experiments controlling distant
can be sufficient for charting a direction of travel. cues show their usefulness. P. Graham, Durier,
P. Graham and Cheng (2009a) used an artificial and Collett (2004) trained a group of wood ants
arena to generate a skyline profile that mimicked within a white curtained arena to find food midway
the skyline profile of a natural panoramic scene. between a small and a large cylinder, so that the
The crude skyline was enough for the ants to chart two landmarks subtended different retinal angles
an initial direction of travel even though color at the goal. They were then tested with the small
cues, the distance distribution of objects, and ori- and large cylinders replaced by two cylinders of the
entation relative to a celestial compass were all same intermediate size. This test array allows ants
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radically different from the ants’ familiar foraging to make a perfect retinotopic match with the snap-
locations (Color Plate 12b). shot of the world from the feeder location in train-
Having an extensive field of view (Point c) seems ing. The ants, however, searched midway between
to be useful for snapshot matching, and conse- the cylinders, rather than in the predicted position
quently, studies show that snapshots incorporate a closer to the cylinder that replaced the large train-
large part of a visual scene. The studies described ing cylinder. They behaved as if they were unable to
previously (Cartwright & Collett, 1983; Wehner identify which of the two cylinders was a replace-
et al., 1996; Color Plate 12) indirectly suggested ment for the large cylinder and which for the small.
that snapshots are extensive. A more explicit test of A second group of ants was trained with one wall
the range of a single snapshot, however, comes from of the white arena covered with large black shapes.
experiments with wood ants (Durier et al., 2003). The randomly patterned curtain could not be used
Wood ants were trained to search for food in the to pinpoint the feeder because the array of feeder
center of an equilateral array of three cylinders, and plus landmarks was moved relative to the pattern
in control tests with no feeder, the search peak was throughout training. When tested with the inter-
focused on the fictive feeder position. Then, in probe mediate cylinders, however, these ants searched
tests, the triangular array was distorted so as to give correctly at the point where the sizes of landmarks
two possible matching solutions, in which either matched those found at the feeder location dur-
the apparent sizes of the cylinders matched those in ing training. The ants’ snapshots thus seem to bind
the snapshot or the angles between landmarks were together features of the patterned curtain and the
correct. If ants used restricted snapshots of each cylinder, with the contextual information provided
cylinder, they would search where the apparent size by the patterned wall serving to disambiguate the
of each cylinder is correct. In fact, the ants showed landmarks. For example, when an ant close to the
a broader search pattern, suggesting that they had goal is facing one cylinder, the contextual pattern
learned both apparent sizes of the cylinders and the falls mostly on one eye and not the other. When
angles between them. The snapshot in this case must facing the other cylinder, the patterned wall would
have extended at least 120° from the midline. fall mostly on the other eye.
As well as being extensive, snapshots are also Experiments outdoors with natural panoramas
inclusive, including both the distant panorama and provide more evidence for the functional role of
landmarks close to a route or a place. Close land- contextual information provided by the panorama.
marks can be used to pinpoint a location precisely Strong panoramic cues can make up for weak local
because the landmarks’ appearance on the retina cues in landmark-based search. Thus, honeybees
changes appreciably with movement. Thus, with an navigate by a landmark set in its usual context, even
array of experimentally provided landmarks defin- if the appearance of the landmark is significantly
ing a feeder position, honeybees rely more heav- changed (T. S. Collett & Kelber, 1988). Conversely,

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Cheng and Graham

wood ants may ignore a familiar landmark seen in the array from their usual compass direction,
the wrong context (P. Graham, Fauria, & Collett, they searched principally in the correct position.
2003). Honeybees required to search at two different Approaches from an unusual direction, however,
locations with respect to two different landmarks in resulted in search distributions with two peaks.
the same context encounter response competition One peak was in the correct position relative to the
between the two tasks, whereas response competi- ant’s sky compass (near the SE cylinder), and the
tion can be avoided if those tasks are undertaken in other was correct relative to the approach direction.
different panoramic contexts (Cheng, 2005). Both compass cues and approach direction can help
resolve the ambiguity inherent in the array. This
How is a snapshot used? Snapshot matching is study did not report the fine-grained behaviors used
a matter of iteratively reducing the discrepancy to align current and stored views during snapshot
between one’s current view of the world and one’s use. One mechanism used by wood ants indoors
stored snapshot. This can be thought of as a two- is to face conspicuous landmarks, both when
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step process: (a) align the current view of the world acquiring and using snapshots (Durier et al., 2003;
with that of the stored snapshot and (b) move to Nicholson, Judd, Cartwright, & Collett, 1999).
make current image more similar to the snapshot. Central Australian desert ants have been observed
For flying insects, the ability to translate in all direc- to walk the expected distance from one landmark
tions without changing their body orientation sim- toward another in searching for their nest (Narendra
plifies the job of snapshot alignment. Experiments et al., 2007). This process deserves far more study.
with wasps and bees (e.g., T. S. Collett, 1995; for Once images are aligned, the insect needs to
a review, see Cheng, 2000) have shown how indi-
move to reduce the mismatch. It could do this in
viduals adopt a preferred body orientation both
two ways. First, if it can identify features or land-
when departing and when returning to their nest.
marks that are common to both the current view
Maintaining a preferred orientation reduces the
and the stored snapshot, then it can calculate the
size of the search space greatly because when close
movement direction that will bring the views into
to the goal, landmarks will already be close to the
agreement. This would require the insect to recog-
positions they occupy in the goal snapshot stored
nize visual features at retinal locations away from
when facing in the same preferred direction. In
their location in the stored snapshot. This kind of
other words, this strategy eliminates the need to
position invariant feature recognition is computa-
mentally rotate images in search of the best ori-
entation. Bees can control their body orientation tionally nontrivial, although some evidence suggests
with the aid of a celestial or magnetic compass that insects are capable of this (Drosophila: Tang
(Frier, Edwards, Smith, Neale, & Collett, 1996; et al., 2004; cockroaches: Kwon, Lent, & Strausfeld,
Lindauer, 1960), or they may use aspects of the 2004; wood ants: Lent, Graham, & Collett, 2010). A
landmark configuration, such as flying parallel second possible mechanism is that insects could per-
to a wall (Cheng, 1999). form gradient descent on an error score measuring
Compass cues are also available to ants, but they the discrepancy between the current view and the
can only walk in the direction of their longitudinal stored snapshot. This possibility is computationally
body axis, making the alignment of a current view more parsimonious and has consequently been pop-
with a stored snapshot more difficult. Åkesson and ular in the robotics community (Mangan & Webb,
Wehner (2002) showed how ants can use compass 2009; Zampoglou, Szenher, & Webb, 2006; Zeil,
information and approach direction when locating a Hofmann, & Chahl, 2003). For example, one algo-
goal within an ambiguous array of landmarks. Ants rithm is to keep going in the same direction if the
were trained to return directly from a food site to error score is reducing but change direction if the
their nest, which was located close to one cylinder error increases. Such a strategy uses behavior to sub-
(SE cylinder) within a square array of four similar stitute for the neural hardware and software required
cylinders. Foragers were then tested with the array for solving difficult perceptual problems. A parallel
placed on unfamiliar terrain. When ants approached is found in the behavior of saccades used to direct a

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Place Learning, Piloting, and Route Knowledge

limited high-resolution fovea, visual or tactile, onto 1998), beacon aiming (Chittka, Kunze, Shipman, &
relevant stimuli (Catania & Remple, 2004). Buchmann, 1995; P. Graham et al., 2003), and visual
centering (Heusser & Wehner, 2002).
Using Landmarks Over Large Scales
Maplike behavior. An important and commonly
Landmarks are used to guide routes and perhaps,
addressed question is whether views and land-
in honeybees, to guide maplike behaviors. The idea
marks inform insects about where they are in the
of map-based navigation in honeybees, however,
world, in addition to what they should do. That
remains contentious.
is, can insects organize their large set of spatial
Routes. We have seen how landmarks can be memories into a single representation of the
used to guide a return to a discrete location. world, a so-called cognitive map? In ants, numer-
World knowledge, however, is not limited just to ous attempts have failed to demonstrate that navi-
important locations. Many insect species learn gational information is combined in any way that
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and remain faithful to habitual routes (Kohler might be described as a cognitive map (Andel &
& Wehner, 2005; Rosengren & Fortelius, 1986; Wehner, 2004; M. Collett, Collett, Chameron, &
Santschi, 1913), primarily for foraging. Therefore, Wehner, 2003; Knaden & Wehner, 2006). In fact,
some of their spatial knowledge is expressed in insect spatial memories seem to be largely insu-
the information required to guide those routes, lated from each other. An elegant experiment by
which can be extraordinarily long. Orchid bees, Wehner, Boyer, Loertscher, Sommer, and Menzi
for example, have been reported to use routes of (2006) showed how the information for guiding
over 10 km to visit sparsely distributed orchids in outbound and inbound routes is independent.
a fixed order (Janzen, 1971). Using barriers, Australian desert ants (M. bagoti)
The precision required to guide a route is less were forced to spatially separate outbound and
than that required to get to a single important loca- inbound routes so that the ants took a looped
tion, because to successfully follow a route, one route from nest to feeder and back. On key tests,
does not need to visit a sequence of precise goals experienced ants on their inbound journey were
in a rigid order. The animal only has to produce a captured from the feeder along the inbound route
sensible direction for a particular point on the route or near the nest and then displaced to a point on
and make sure that they stay within a route corridor. their habitual outbound route. Despite this being
We thus see landmarks used differently for route a familiar location, the ants behaved as if they
guidance than for snapshot matching. For example, were lost and only managed to return home if their
T. S. Collett, Dillmann, Giger, and Wehner (1992) systematic search led them by chance to discover
allowed desert ants to develop routes with one land- their familiar inbound route.
mark (a triangular shape) placed to the left of the A long controversy surrounds the notion of cog-
direct homeward path and a second landmark (a cyl- nitive mapping in honeybees (Dyer, 1991; Gould,
inder) to the right. Once familiar with this arrange- 1986; Menzel et al., 2005; Wehner & Menzel, 1990).
ment, ants were taken to a test field and placed in Evidence comes from displacement experiments in
front of one of the landmarks. They detoured around which honeybees on their way to a goal (feeder or
the test landmark so as to place it on the same side hive) were displaced. Gould (1986) first reported
of the retina as they would have experienced in the that the bees headed to the goal they were en route
training. They did not, however, match the reti- to, but this pattern of results has failed to be repli-
nal size of the landmark in the way that would be cated, with several studies indicating that the bees
expected if they were using a snapshot to control flew in the compass direction they were originally
their path. Other heuristic uses of landmarks that flying in, exhibiting route-based behavior rather
keep insects safely within a familiar route include than maplike behavior (Dyer, 1991; Wehner &
associating compass headings with visually recog- Menzel, 1990). Menzel et al. (2005) tracked honey-
nized places (M. Collett, Collett, Bisch, & Wehner, bees in displacement experiments using harmonic

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Cheng and Graham

radar and found that displaced bees indeed first flew their homes and the food boxes in the middle of
off the route (compass direction) they were execut- the enclosure (Figure 7.1). This original study on
ing. After the route behavior, however, many bees trail blazing has not been followed up systemati-
then headed to a goal, either the feeder or the hive. cally to our knowledge. In recent times, a video has
This was interpreted as map-based behavior but can been made of lab rats let loose in a field (Berdoy &
also be explained as route vectors associated with Stewart, 2002). These lab rats established trails as
views (Cheng, 2006). well, but details are not provided.
The advent of global positioning devices has led
Summary. It is fair to conclude from the litera-
to studies detailing the paths that homing pigeons
ture that, for the most part, views and landmarks
take over the natural landscape. The pigeons often
simply inform insects on what to do and not
use landmarks to guide their often stereotypical and
where they are in the world (Cheng, 2006;
idiosyncratic routes home, following well marked
T. S. Collett & Collett, 2002; Wehner, 2003,
routes such as roads (Biro, Meade, & Guilford,
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2009). Landmark information is associated


2004; Lipp et al., 2004). Such stereotypical routes
with instructions that piece routes together,
may add significant travel distance but presumably
in the fashion of visual signposts (T. S. Collett &
lessen the cognitive processing required for naviga-
Collett, 2002) or visually based servomechanisms
tion. The stereotypy is reminiscent of insect naviga-
(Cheng, 2006).
tion, such as the routes of the Australian desert ant
M. bagoti (Kohler & Wehner, 2005). It is unclear
VERTEBRATES’ USE OF LANDMARKS how the landmarks on the route guide navigation,
The bulk of research advancing our understanding and manipulation of large-scale geographic features
of landmark use in vertebrates has featured domestic is of course difficult.
rats and domestic pigeons. However, a number of
other species, including wild or wild-caught ani- Landmark Use in Rodents
mals, have also been examined. Far more research The confined space of a laboratory does not allow
has been devoted to how animals pinpoint a goal routes of any substantial distance, but lab studies
than to route navigation, the topic with which we have demonstrated amply the use of landmarks by
begin this section. domesticated rats. Convincing evidence had already
emerged from Edward Tolman’s laboratory in the
Routes first half of the 20th century. In one example from
Routes are much studied in insect models but little Tolman’s lab, Ritchie (1947) trained rats to go to one
studied in vertebrate animals. Perhaps the larger of the arms of a T maze in the center of a rectangu-
sizes of vertebrate animals and their correspondingly lar room. The stem was flipped from side to side,
larger distances of movements make the study of so that the starting point varied. Ritchie found that
routes difficult. One classic study on wild rats docu- a sizeable cage rack played a large role in defining
mented the development of routes in a new territory. places. Moving it from one corner of the room to
Calhoun’s (1963) book was more famous for docu- the diagonally opposite corner induced the major-
menting social interactions in wild rats confined to a ity of rats (24/32) to go to the opposite arm, the
sizeable (approximately 1,000 m2) but delimited plot unrewarded arm during training.
(Ramsden & Adams, 2009). However, he also docu- Later in the 20th century, and up to the present,
mented thoroughly the historical development of the radial maze developed by Olton and Samuelson
trails over the nearly 2 years that the rats spent in the (1976) and the swimming pool developed by Morris
enclosure. An elaborate system of trails flourished, (1981) were much used to study landmark use in
and the rats reportedly followed the trails much of rats, with variants extending to other lab animals as
the time. In one remarkable observation, the rats even well. The radial maze consists of a central platform
tunneled under approximately 25 cm of snow over with multiple—typically eight—arms radiating from
frozen ground, retracing some of the trails between it. Food is placed at the ends of each arm, and the

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Place Learning, Piloting, and Route Knowledge

A B
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FIGURE 7.1. Route following behavior in wild rats. (a) Wild rats were left alone in an enclosed outdoor space
(approximately 30 m square) to live and breed. Nest boxes were provided in the enclosure, and food was available
in food boxes in the middle. The figure shows the network of crisscrossing routes blazed and used by the rats in
their first year in the enclosure. (b) Following routes under approximately 25 cm of snow. Snow had fallen earlier
in the first winter and froze on the ground. On the night before these observations, approximately 25 cm of snow
had fallen. Some rats, however, managed to get to the food boxes in the center. They did so by attempting to chart
routes under the snow. Dotted lines show normal routes used by the rats. Solid lines show routes under snow. From
The Ecology and Sociology of the Norway Rat ([a] p. 17, [b] p. 76) by J. B. Calhoun, 1963, Bethesda, MD: U.S.
Department of Health, Education, and Welfare, Public Health Service. In the public domain.

rat is typically in the central platform to start a trial. to the arms they had not visited according to the
Rats learn quickly to visit the arms without repeat rotated array of landmarks.
visits, maximizing foraging efficiency. Manipulations The swimming pool apparatus, variously called
of cues give evidence that rats rely primarily on the Morris pool, water maze, or Morris maze
spatial memory instead of following a completely (although nothing is mazelike about an expanse
stereotypical order, such as always choosing the of open water in a pool), is typically filled with
next arm to the right or left, or choosing at random water that is rendered opaque, with a hidden
(Brown, 1992; Olton & Samuelson, 1976; Roberts, platform for the rats to find to escape the water
1984). Brown also found that the rats typically sur- (to which they are averse). As such, no local or
vey a prospective arm before choosing or rejecting it, “beacon” cues at the target location are available.
making “microchoices” that have little relation to With the animals typically placed in different start
whether the arm had been visited. Nonetheless, their locations, they are forced to use landmarks in or
final or “macrochoices” are far from random and are around the pool. Indeed, manipulations show that
correct at a high rate. Systematic rotation of land- rats rely on landmarks for finding the platform.
marks showed the control of landmarks on radial- For example, some studies feature a circular pool
maze performance (Suzuki, Augerinos, & Black, surrounded by a circular enclosure of tall curtains
1980). For example, when an array of landmarks (Chamizo, Mantiega, Rodrigo, & Mackintosh,
hung on curtains around the maze was rotated 2006; Rodrigo, Chamizo, McLaren, & Mackintosh,
180° in the middle of a trial, the rats subsequently 1997). Landmarks hung on the curtain could then
behaved as if the world had rotated. They went be rotated from trial to trial, requiring the rats to

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localize the platform with respect to the experi- Another line of research on female gerbils, test-
mental landmarks. ing their use of individual landmarks in an arena,
What is it about landmarks that rats use for local- suggested an elemental view of the use of landmarks
ization? Classic cognitivist thinking is that rats (in (T. S. Collett, Cartwright, & Smith, 1986). This
contrast to insects) encode the configuration of land- much-cited study, reviewed earlier, was based on
marks in a maplike fashion, including the metric rela- earlier work on honeybees (Cartwright & Collett,
tions between them (O’Keefe & Nadel, 1978; Tolman, 1982, 1983). For the gerbils as well as for the bees,
1948). The term cognitive map appeared in the title the landmarks in the middle part of the arena were
of both these cited works. Evidence suggests that for typically moved from trial to trial so that they alone
rodents, places are not defined by isolated objects defined the goal position where a seed could be
at or around the site but rather by some larger array found. The gerbils could learn to locate the target
of surrounding landmarks. For example, with chip- using a single landmark or multiple landmarks,
munks and golden-mantled ground squirrels, a feeder either identical-looking or distinct ones. Evidence
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on a pole that was moved a small distance away from indicated that they encoded the direction and dis-
its habitual location was not sought out initially; the tance to landmarks, or a vector. Multiple vectors
squirrels instead searched at the original location are encoded so that with a multiple-landmark array,
where the feeder had been (Devenport & Devenport, the removal of a single landmark did not disrupt
1994). In a radial maze in the lab, single objects performance. As with honeybees (Cheng et al.,
could be placed at the end of each arm, on a curtain 1987), the shortest vector, associated with the near-
surrounding the maze. When these landmarks were est landmark, was weighted the most. In case of
rearranged at random in the middle of a trial, the rats conflict with more distant landmarks on transforma-
searched at random after the transformation (Suzuki tion tests, the gerbils searched at the target location
et al., 1980). They did not seek out the objects associ- associated with the nearest landmark to the goal.
ated with arms they had not yet visited. Thus, a con- Trajectory planning was also implicated, because
figural change seems to mean a new space to them, in when lights were turned out while a gerbil was en
which “all bets are off.” route, it continued to the goal in the dark.
One kind of configural property that rats and An influential vector-sum model was proposed
many other vertebrate animals might use is the from the study. According to this model, the animal
geometry of surfaces and objects (Cheng, 1986; encodes goal-to-landmark vectors for individual
Cheng & Newcombe, 2005; Twyman & Newcombe, landmarks. This component made the model
2010; Vallortigara, 2009). Geometric properties elemental in nature. In the case of an array of iden-
refer to the arrangement of points in space, irre- tical landmarks, however, configural information
spective of the featural properties of the points, enables the animal to distinguish which landmark
such as what color they reflect, whether they form is which. Configural information was not proposed
a rough or smooth surface, and so forth (Gallistel, for trajectory planning. Here, individual landmarks
1990). Thus, the rectangular shape of a rectangu- drive behavior separately and independently. For
lar arena constitutes a geometric property, that of each encoded landmark, the animal added to the
shape, but the fact that one wall is white constitutes self-to-landmark vector, estimated from incoming
a featural property. The idea of a geometric module perceptual information, the inverse of the remem-
first arose following the observation that rats make bered landmark-to-goal vector. The use of multiple
systematic confusions between diagonally oppo- landmarks, rather than a single landmark, would
site locations, which are geometrically equivalent add accuracy to navigation (Kamil & Cheng, 2001).
(Cheng, 1986). Since then, much research and vari-
ous theories on the topic have followed. The topic Elemental Use of Landmarks:
is discussed in other chapters in this volume (see The Case of Pigeons
Chapters 8 and 10), so we focus instead on use of T. S. Collett et al.’s (1986) study on gerbils influ-
landmarks as individual objects. enced a body of lab-based research on domesticated

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Place Learning, Piloting, and Route Knowledge

pigeons that further developed the vector-sum vids, were strongly predisposed to maintain a fixed
model (for a review, see Cheng, Spetch, Kelly, & distance from a surface, such as a wall (Cheng &
Bingman, 2006). The vector-sum model was pro- Sherry, 1992; Gould-Beierle & Kamil, 1998; Spetch,
posed for pigeons and examined by Cheng (1988, Cheng, & Mondloch, 1992). Thus, when a land-
1989) in experiments in a square arena inside a clut- mark near a wall was moved in a direction diagonal
tered lab providing plenty of landmarks. Unlike to the wall, the peak density of searching shifted
T. S. Collett et al.’s gerbil study, the goal for the more in the direction parallel to the wall than in
pigeon was typically located at a single spot in the the direction perpendicular to the wall (Cheng &
arena, making many cues usable for pinpointing Sherry, 1992). According to the original vector-sum
the target. A key finding supporting the vector-sum model, the peak density of searching should have
model, better called the vector-averaging model, is shifted in a diagonal direction, the direction of land-
that with landmark shifts, birds searched somewhere mark shift. Adding a component of perpendicular
on a line connecting the goal location according distance to the model, however, allows the modified
Copyright American Psychological Association. Not for further distribution.

to the shifted landmark and the goal according to elemental model to work again, albeit with added
unshifted landmarks. This is best illustrated by an assumptions (Cheng et al., 2006).
example (Color Plate 13). Pigeons were trained to Even though the vector-sum model suggests the
find hidden food 20 cm in front of a tall, narrow averaging of multiple cues, pigeons often use just a
blue cardboard. The goal was near one corner of single landmark in conflict situations. In some stud-
the arena and constant from trial to trial, making the ies, pigeons were trained to search in the middle of
entire arena, and what lay beyond, usable landmarks. an array of four identical landmarks. When the array
On one test, the blue board on the wall was shifted 30 was expanded, they typically matched the vector
cm to the left. Now the target location according to to just a single landmark, both on a touch-screen
the cardboard was 30 cm to the left of the Earth-based task (Spetch, Cheng, & MacDonald, 1996) and in
target location, which is also the location specified by an arena (Spetch et al., 1997). Other experiments
whichever of the unshifted landmarks that the birds with pigeons, however, showed that they can and
encoded. Averaging the dictates of these landmark- do encode the vectors to multiple individual land-
to-goal vectors means searching somewhere on the marks. Sutton (2002) trained pigeons with irregular
straight line connecting the two theoretical goal arrays of landmarks. In manipulations reminiscent
locations, a prediction derivable mathematically from of T. S. Collett et al.’s (1986) study on gerbils, the
vector algebra. That was precisely what the pigeons shifting of any individual landmark had no effect on
did in this transformation test (Cheng, 1988) and shifting the peak density of searching. The pigeons
others like it (Cheng, 1988, 1989). ignored the shifted landmark and “went with” the
A 2-D snapshot is unlikely to account for the rest of the unshifted array.
pigeon’s behavior. Transformations that do not
change the positions of landmarks, although modi- Cue Competition in Using Landmarks
fying the appearance of landmarks, had no system- Cue competition is often found in learning to use
atic effect on search behavior (Cheng, 1988). Thus, individual landmarks to locate a target (Chamizo,
doubling the width of a stripe on the wall or the 2003; Cheng & Spetch, 1998). Prior learning on the
height of a nearby wooden block did not drive the basis of one set of landmarks may interfere with the
pigeons to search further from the landmark. From learning of a new landmark later added to the set,
the standpoint of matching a 2-D image, they should the phenomenon of blocking (Kamin, 1969). Thus,
have. Distance to landmarks seems to be a key com- when rats had already learned to use a set of three
ponent of what is encoded. landmarks around a circular pool to locate the hidden
Complications soon arose with the vector-sum platform, they failed to learn the relation of the
model that required modifying some of its details platform to an added fourth landmark (Rodrigo
while retaining its spirit. The pigeons, along with et al., 1997). Simultaneous presentation of multiple
black-capped chickadees and three species of cor- landmarks may also interfere with learning

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Cheng and Graham

landmark-goal relations, the phenomenon of over- An elaborate model derived from edge-based
shadowing (Pavlov, 1927). In one example, pigeons views has recently been proposed to explain rat
and humans learned to locate a target on a touch- navigation in lab situations (Sheynikhovich,
screen monitor using multiple landmarks (Spetch, Chavarriaga, Strösslin, Arleo, & Gerstner, 2009).
1995). For a landmark at a fixed distance from the Edge-based means that the view is based primarily
target, subjects learned its relation to the target best on parsing the orientation of contour edges in the
if it was the nearest landmark to the target, rather visual world. Elaborating on O’Keefe and Nadel’s
than the second nearest. Thus, a very near landmark (1978) distinction, such views then drive two differ-
overshadowed the learning of a landmark at an ent navigational systems, the taxon and locale sys-
intermediate distance. tems. The taxon system uses views to drive behavior
Cue competition is not always found. In particu- directly, similar in spirit to the insect models. The
lar, individual landmarks typically do not interfere locale system uses views to construct an allocentric
with learning to locate the target according to the representation of space through head-direction cells,
Copyright American Psychological Association. Not for further distribution.

shape of the environment (Hayward, McGregor, grid cells, and place cells (see Chapters 1 and 2, this
Good, & Pearce, 2003; Pearce, Ward-Robinson, volume). The taxon system can only operate when
Good, Fussell, & Aydin, 2001; Wall, Botly, Black, the agent starts repeatedly from the same point in
& Shettleworth, 2004; for a review, see Cheng & space. When the start point varies from trial to trial,
Newcombe, 2005). But data that are more recent the locale system must be relied on. The model
indicate cue competition from larger featural cues, accounts for a host of data from rats in swimming
such as an entire wall with a distinctive color, can pools and rectangular arenas.
be found in some circumstances. Yet in other cir- Modeling search behavior on the basis of view-
cumstances, facilitation can also be found, in which based matching deserves to be examined in other
competing featural information helps the learning of experimental situations. For example, room cues
geometry (M. Graham, Good, McGregor, & Pearce, defining the absolute position in space often fail
2006; Pearce, Graham, Good, Jones, & McGregor, to control behavior when the apparatus on which
2006; for a review, see Cheng, 2008). the animal is tested is shifted (Hamilton, Akers,
et al., 2009; Hamilton et al., 2008; Hamilton,
View-Based Navigation in Akers, Weisend, & Sutherland, 2007; Skinner et al.,
Vertebrate Animals 2003; Skinner, Horne, Murphy, & Martin, 2010).
View-based matching, which we have already Hamilton and colleagues (2007, 2008) trained rats
reviewed in the case of insect navigation, has been to find a target in a round pool in a room full of
proposed recently as an account of rat navigation. cues above the pool wall. After training, rats were
Two studies tested the possibility that rats might tested with the pool translated so that target
confuse diagonally opposite corners because the two position relative to the pool conflicted with target
locations share similarities in visual appearance even position relative to the room. In many conditions,
if features at the corners or on the walls differ at the rats typically preferred to search at the target posi-
two locations (Cheung, Stürzl, Zeil, & Cheng, 2008; tion relative to the pool. In the one condition in
Stürzl, Cheung, Cheng, & Zeil, 2008). Thus, the which rats preferred the target position relative to
pattern of edges formed by walls, ground, and “sky” the room, the pool walls were made very low (by
(ceiling) are similar at the two locations, as are the filling the pool full; Hamilton et al., 2008). This
shapes and brightnesses of the ground and the sky. preference, however, was transient, and with further
The modeling used mostly a pixel-by-pixel matching training, the rats again preferred the target relative to
process, which means comparing only the bright- the pool (Hamilton, Akers, et al., 2009). Hamilton
ness level of corresponding points between currently and colleagues suggested that a two-stage process
perceived image and target image (snapshot). With might account for such results. The distal room cues
no or minimal image processing, rotational errors might have set a directional frame, and then the pool
were readily produced. was used to pinpoint the target location, perhaps as

146
Place Learning, Piloting, and Route Knowledge

a vector from a point on the wall or a distance from In some cases, we have detailed characterization of
the wall. It is also possible that view-based match- routes, sometimes based on technological innova-
ing accounts for some of the results (Hamilton, tions such as global positioning systems (Biro et al.,
Johnson, Redhead, & Verney, 2009). When the pool 2004; Kohler & Wehner, 2005; Lipp et al., 2004).
walls are prominent, they dominate the target view The research agenda now needs to focus on how
and end up driving behavior to the target relative routes are learned and established and what deci-
to the pool. When the pool walls are low, matching sional and other cognitive processes take place in
the view with respect to room cues becomes more the performance of routes. Adding a neurophysio-
important. How view matching may or may not logical dimension would also be highly interesting,
account for various patterns of data deserves to be when the technology is available for recording from
rigorously modeled to test such loose intuitions. the brains of animals freely moving over substantial
Whereas Hamilton and colleagues (2007, 2008) distances in natural scales of travel.
started rats in various locations, Skinner and col- View-based navigation is another strong theme
Copyright American Psychological Association. Not for further distribution.

leagues started rats with just two starting points in throughout both the invertebrate and vertebrate
two setups, on a T maze or square arena (Skinner literatures on landmark use. Exploring what is com-
et al., 2003, 2010). With two starting points, this mon and what is different about the use of views in
made taxon learning a distinct likelihood. The arena diverse animals is emerging as an important research
was at different positions in the two setups. Learning theme. The role of panoramic views, in addition to
to go in the same direction to reach a target proved a collection of individual landmarks, in navigation
to be generally easy. Place learning—that is, going to has taken on recent interest. Thus, the skyline, only
the same place in the room—often proved difficult. a component of the panorama, has been shown to be
This was the case when the rat faced the same direc- important for insects (P. Graham & Cheng, 2009a,
tion at the two start points, that is, when the maze 2009b; Towne & Moscrip, 2008). View-based navi-
was translated between the two setups so that the gation plays a major part in Sheynikhovich et al.’s
starting arms of the T maze were parallel. However, recent (2009) model of rat navigation. At least two
place learning was relatively easy when the start- major roles for the panorama may be distinguished,
ing views differed. This was the case whether the and these roles are not mutually exclusive. The pan-
starting point was identical (but the maze rotated) orama may serve as a contextual cue (among others)
or different. The authors suggested that the view at for identifying and using individual landmarks. The
the start may have been associated with a particu- panorama may also be used directly for navigation.
lar route to take to get to the target (Skinner et al., These roles could form major research agendas in
2010), a theme echoed in insect navigation. different taxa. Landmark use highlights the evolu-
tion of intelligent behavior in many animals, and
CONCLUSION taking a comparative approach should prove fruitful
in the years to come.
We have focused in this review on invertebrate
and vertebrate species that have been most stud-
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Route following is ubiquitous, found in insects,
The authors proposed an algorithmic model of this
birds, and mammals (Biro et al., 2004; Calhoun, behavior, which is a seminal model in the field of
1963; Kohler & Wehner, 2005; Lipp et al., 2004). robotic navigation.

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