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CHAPTER 9

SPATIAL MEMORY: PROPERTIES


AND ORGANIZATION
Timothy P. McNamara
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Many human activities, ranging from retrieving a knowledge acquired from them, may be at least as
cell phone from a purse to making one’s way to work important for effective navigation as mental repre-
and back home, depend on the ability to remember sentations of an environment acquired from direct
the locations of objects in the environment. Our experience. Because these topics are investigated in
reliance on such spatial memories is so ubiquitous other chapters of this volume (see Chapters 13 and
in daily life, and our use of them is so effortless in 14), as well as in other reviews (see Golledge, 1999;
most situations, that we may not appreciate their Montello, 2005), I elected not to cover them in this
fundamental importance. For prehistoric humans, chapter.
survival depended on the ability to use spatial This chapter is divided into six principal sec-
memories effectively to guide actions in space. They tions. I begin by discussing the elemental types of
were essential, for instance, for finding the way back spatial knowledge: object–place knowledge, route
to a previously discovered source of food or water, knowledge, environmental shape knowledge, and
for safely returning home after a sudden change of survey knowledge. In the second section, I investi-
weather, and for not getting lost while foraging and gate classical and current theories of the acquisition
hunting. of spatial knowledge. The third section discusses
The goal of this chapter is to review empiri- properties of spatial knowledge, such as its hier-
cal and theoretical advancements in the scientific archical structure and orientation dependence. In
understanding of human spatial memory. I attend the fourth section, I examine the concept of spatial
primarily to spatial memories acquired from direct reference systems and the nature of the reference
experience, such as vision and locomotion, and on systems used in spatial memory. I then review con-
spaces sufficiently large to afford movement, such as temporary cognitive models of spatial memory, with
translation and rotation, although I take the liberty an eye for identifying similarities among them. I
of referring to a few studies that investigated memo- close the chapter with a summary and prospectus
ries of table-top-sized “environments.” My decision for future research on human spatial memory.
to focus on these topics should not be interpreted as
a comment on the importance of other kinds of spa-
TYPES OF SPATIAL KNOWLEDGE
tial memories, such as those obtained from language
or indirect sources (e.g., maps). Indeed, for modern Spatial memories are composed of several types of
humans, external representations of space, such as spatial knowledge. In this section, I review four
guidebooks and vehicle navigation systems, and the types of spatial knowledge: knowledge of objects

DOI: 10.1037/13936-010
Handbook of Spatial Cognition, D. Waller and L. Nadel (Editors)
Copyright © 2013 by the American Psychological Association. All rights reserved.

173
Timothy P. McNamara

and places, knowledge of routes, knowledge of envi- tor uses a beacon by guiding locomotion toward it,
ronmental shape, and knowledge of spatial layout and as long as each successive landmark is percep-
(i.e., survey knowledge). tible from its predecessor on a route, route knowl-
edge need not contain a great deal of information
Object–Place Knowledge about actions to be taken at each landmark. Waller
Spatial memories, as the term is used in this chap- and Lippa (2007) investigated these two functions
ter, are memories of the locations of objects, places, of landmarks in route learning in desktop virtual
and environmental features. Such memories are environments. They found that routes containing
constructed from knowledge of the identities and beacon landmarks were learned more efficiently
appearances of entities in the environment. I use the than routes containing associative cue landmarks
term object–place to refer to this type of knowledge, and that beacon-based route learning was less
with the aim of capturing the notion that whereas enduring and produced poorer knowledge of envi-
some of these environmental entities naturally ronmental directions than did associative-cue-based
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would be considered objects (e.g., coffee table, stop route learning. Knowledge of routes in all but the
sign), others correspond to significant locations of simplest of environments almost certainly includes
greater extent and less well-defined boundaries (e.g., landmarks that function as associative cues, as bea-
small city park, path intersection, saddle between cons, and even as both.
two hills). Landmark knowledge (e.g., Siegel & In Siegel and White’s (1975) theory, early in
White, 1975) is a special case of object–place knowl- acquisition, route knowledge does not represent
edge. People know the identities of many objects metric information such as distance, temporal
and places in their environments that may not serve duration, or turning angles. According to this
as landmarks. Landmarks are entities of special theory, such metric properties are only acquired
significance to spatial memory and navigation (e.g., gradually with experience in an environment.
Couclelis, Golledge, Gale, & Tobler, 1987): They However, as discussed subsequently, there is grow-
are used to indicate the locations of other objects ing evidence that route knowledge contains metric
and places (e.g., the restaurant is at the top of the properties from early in the acquisition of spatial
Sheraton Hotel), they may be the goals of navigation knowledge.
(e.g., I am going to the state capitol), they mark the
locations of changes of direction (e.g., turn left at Environmental Shape Knowledge
the Convention Center), and they are used to main- Many, if not most, humans now live in largely car-
tain course (e.g., you will pass the Ryman on your pentered worlds. In such environments, the shapes
right). In Siegel and White’s (1975) classical theory of rooms, corridors, streetscapes, and even bounded
of the acquisition of spatial knowledge (discussed green spaces can be salient. There is emerging evi-
subsequently), landmark knowledge is the first to be dence that knowledge of environmental shape is a
acquired and is the building block of other types of fundamental type of spatial knowledge and that it is
spatial knowledge. used in navigation.
Cheng (1986) first discovered the importance of
Route Knowledge environmental shape in reorientation. He found that
Route knowledge consists of knowledge of sequences when rats searched for the known location of food
of landmarks and associated decisions and actions in rectangular enclosures under certain conditions,
(e.g., Siegel & White, 1975). Actions specify the they often committed rotational errors in which
steps needed to get to the next landmark on the they searched equally in both the correct location
route (e.g., turn left at the laundromat and drive one and the incorrect location differing from the correct
block to 20th Ave.). Landmarks functioning in this one by 180° of rotation. For instance, if the correct
way correspond to associative cues. location were in one of the corners, the rotational
Landmarks can also serve as beacons or as goals error would be the corner diagonally opposite to
of navigation (e.g., Waller & Lippa, 2007). A naviga- the correct corner. These errors occurred even when

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Properties and Organization

proximal, nongeometric featural cues, such as visual ACQUISITION OF SPATIAL KNOWLEDGE


patterns or olfactory cues, were available to allow
The classical theory of the acquisition of spatial
the rat to distinguish the correct location from the
knowledge was proposed by Siegel and White
rotational error. Similar findings have been observed
(1975) to explain the stagewise development of spa-
in many species, including humans (for a review, see
tial ability in children. This developmental theory
Cheng & Newcombe, 2005).
was founded on Siegel and White’s analysis of the
Although there have been many demonstrations
sequence of representations acquired by adults when
of the limitations of such findings (e.g., Cheng,
they learned a new environment. According to this
2008; Hupbach & Nadel, 2005; Huttenlocher, theory, the identities and appearances of landmarks
2008; Learmonth, Nadel, & Newcombe, 2002), are learned first, followed by routes between land-
there is ample evidence that adults are sensitive to marks. Route knowledge is assumed to be nonmet-
environmental geometry when they learn a new ric early in acquisition, consisting of the order of
environment (e.g., Schmidt & Lee, 2006; Shelton &
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landmarks and the appropriate actions to be taken


McNamara, 2001) and when they reorient and navi- at each one in the sequence. Through experience,
gate (e.g., Hartley, Trinkler, & Burgess, 2004; Kelly, route knowledge can acquire metric properties and
McNamara, Bodenheimer, Carr, & Rieser, 2008, specify distances, temporal durations, and turn-
2009; Nardi, Newcombe, & Shipley, 2010). It is ing angles. The most sophisticated form of spatial
unknown whether these findings generalize to natu- knowledge is survey knowledge, which is assumed
ral environments. Perhaps the best evidence that to be derived from accumulated route knowledge
they may comes from studies showing that people (e.g., Thorndyke & Hayes-Roth, 1982).
are sensitive to geographical slant when learning Although this theoretical framework has been
and navigating in large-scale virtual environments enormously influential, there is empirical evi-
(e.g., Restat, Steck, Mochnatzki, & Mallot, 2004; dence that questions its generality (for reviews,
Steck, Mochnatzki, & Mallot, 2003). see Ishikawa & Montello, 2006; Montello, 1998).
The limitations of the classical theory are apparent
Survey Knowledge in the findings of Ishikawa and Montello’s (2006)
Survey knowledge is knowledge of the overall study. Participants in this experiment were passively
spatial layout of an environment. This knowledge transported by automobile along two routes in a
includes Euclidean (“straight-line”) distances private residential area. The routes passed around
and interpoint directions defined in a common and over many hills, and afforded few views of dis-
reference system. A key characteristic of survey tant landmarks. Learning took place over 10 days
knowledge is that the spatial relations between (one session per week for 10 weeks); on the fourth
locations can be retrieved or inferred even if travel and subsequent days, participants were transported
has never occurred between the locations. Survey along a connecting route between the two routes
knowledge of an environment is often referred and encouraged to learn the spatial relation between
to as a cognitive map (a term coined by Tolman, them. Participants’ knowledge of the routes and
1948). Survey knowledge is typically considered their interrelations was tested using landmark recall,
the most advanced type of knowledge obtained direction estimates, route and Euclidean distance
about an environment (e.g., Siegel & White, 1975). estimates, and map drawing.
Behaviors taken to be the signature of survey Performance was above chance on all tasks after
knowledge include the abilities to create efficient the first session and near perfect on some, such as
routes (e.g., taking shortcuts), to point directly landmark sequence recall and route distance estima-
to unseen locations, and to estimate Euclidean tion. Direction estimates and more difficult distance
distances. Experimental investigations of survey estimates (e.g., Euclidean estimates within the more
knowledge have usually examined the condi- complex route) were only moderately accurate and
tions that lead to its acquisition. Such studies are improved minimally over the course of learning.
reviewed in the next section. Substantial individual differences were observed.

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Timothy P. McNamara

Some participants performed well after only one acquisition (e.g., Greenauer & Waller, 2010; Kelly
or two sessions and maintained high performance & McNamara, 2010). However, even this theoreti-
levels on all tasks across all sessions. Another sub- cal framework does not predict or explain the large
group of participants performed poorly throughout individual differences observed by Ishikawa and
the experiment and showed little learning on the Montello (2006).
more challenging tasks, even after 12 to 14 hours of
exposure to the routes. Only about half of the par-
PROPERTIES OF SPATIAL KNOWLEDGE
ticipants improved monotonically over the course of
learning, and those gains were not large. Spatial knowledge has several key properties. In
These findings largely validate the theoretical this section, I review four aspects of spatial knowl-
distinction between route and survey knowledge, edge that have proven to be especially important in
because tasks sensitive to route information, such understanding human spatial behavior.
as landmark sequence recall and route distance esti-
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mation, produced similar patterns of results, and Fragmented


tasks sensitive to the layout of the routes, such as Spatial knowledge is typically fragmented, in the
Euclidean distance estimation, direction estimates, sense that it consists of a patchwork of detailed
and map drawing, produced results similar to each knowledge of some areas and only sparse knowl-
other but different from the route tasks. These edge of other, possibly neighboring, areas (e.g.,
results, however, contradict several key predictions Appleyard, 1970; Lynch, 1960). Survey knowledge
of the classical theory. Landmark knowledge and never has the property of being of uniformly high
route knowledge were acquired almost simultane- fidelity for all familiar areas.
ously. Route knowledge seemed to contain some
quantitative information from the beginning (see Distorted
also Buchner & Jansen-Osmann, 2008). Even at A second key property of spatial knowledge is that
the earliest stages of learning, participants had memories of spatial relations, such as distances,
some knowledge of the spatial layout of the routes. angles, and orientation, often differ from the physi-
Finally, although some participants gained more cal values in systematic and predictable ways (e.g.,
accurate knowledge of the layouts of the routes over Tversky, 1992, 2000). As discussed subsequently,
the course of learning, few of them could be char- such distortions have played a prominent role in the
acterized as having gained accurate survey knowl- development of theories of spatial memory.
edge of the environments (see also Gärling, Böök, Estimates of Euclidean distances are greater
Lindberg, & Nilsson, 1981; Golledge, Ruggles, when locations are separated by a barrier or
Pellegrino, & Gale, 1993). boundary (e.g., Kosslyn, Pick, & Fariello, 1974;
Overall, the evidence on spatial knowledge McNamara, 1986; Newcombe & Liben, 1982) and
acquisition is most consistent with Montello’s theo- tend to increase with the “clutter” between the loca-
retical framework (Ishikawa & Montello, 2006; tions (e.g., Thorndyke, 1981). Boundary effects
Montello, 1998). According to this theory, the pro- occur even when the boundaries are subjective
cess of acquiring knowledge of the spatial structure (e.g., Carbon & Leder, 2005; McNamara, Hardy, &
of large-scale environments consists of incremen- Hirtle, 1989). Estimates of route distance increase
tal accumulation of metric knowledge instead of with the number of turns (e.g., R. W. Byrne, 1979;
stagewise transitions between qualitatively distinct Sadalla & Magel, 1980) and the number of inter-
types of spatial knowledge. Spatial knowledge is sections (e.g., Sadalla & Staplin, 1980). Distance
never limited solely to nonmetric information. This estimates are also asymmetric under certain cir-
theory emphasizes the importance of knowledge cumstances (e.g., McNamara & Diwadkar, 1997;
integration—combining knowledge about separately Newcombe, Huttenlocher, Sandberg, & Lie, 1999;
learned places into more complex hierarchically Sadalla, Burroughs, & Staplin, 1980). In particular,
organized representations—in spatial knowledge distances from less salient places or objects to more

176
Properties and Organization

salient places or objects (i.e., landmarks or reference Even stronger evidence for hierarchical repre-
points) are underestimated relative to the reverse. sentations can be found in studies in which task
Angles of intersection between roads are remem- performance is shown to depend on the structure
bered as being closer to 90° than they are in real- of explicit hierarchical models of spatial memory
ity (e.g., R. W. Byrne, 1979; Moar & Bower, 1983; (e.g., Hirtle & Jonides, 1985; Huttenlocher,
Sadalla & Montello, 1989; Tversky, 1981). Disparate Hedges, & Duncan, 1991; McNamara, 1986;
regions of space, such as states or continents, are McNamara et al., 1989). For instance, McNamara
remembered as being aligned with each other, and et al. (1989, Experiment 1) required subjects to
individual regions of space are remembered as being learn the locations of objects in a large room; the
oriented with canonical reference axes (e.g., Stevens objects were unrelated and there were no physical
& Coupe, 1978; Tversky, 1981). For instance, peo- or perceptual boundaries in the space. After learn-
ple believe that North America and South America ing, subjects were asked to recall all of the objects
are vertically aligned, even though the east coast of multiple times, to estimate distances between pairs
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the United States is roughly aligned with the west of objects, and to take part in an item recognition
coast of South America. These biases produce sys- test in which the measure of interest was spatial
tematic errors in judgments of the relative directions priming (e.g., McNamara, Ratcliff, & McKoon,
between objects and cities. 1984). The latent hierarchical structure in each
subject’s recall protocols was modeled with the
Hierarchical ordered-tree algorithm (e.g., Reitman & Rueter,
There is strong evidence that memories of the loca- 1980). Distance estimations and spatial priming
tions of objects in the environment are organized were conditionalized on whether pairs of objects
categorically and hierarchically, such that a region were in the same or different subtrees, control-
of space may be represented as a whole, containing ling for Euclidean distance. Different subtrees
other regions and locations and, as a part, contained were assumed to correspond to different subjec-
in larger regions. One indication that spatial memo- tive regions of space. Participants underestimated
ries are hierarchical is that judgments of the spa- distances between pairs of objects in the same
tial relations between cities or objects are affected subjective region relative to pairs of objects in dif-
by the spatial relations between superordinate ferent subjective regions, and spatial priming was
regions (e.g., McNamara, 1986; Stevens & Coupe, greater between pairs in the same subjective region
1978; Tversky, 1981). For instance, in Stevens and than between pairs in different subjective regions.
Coupe’s (1978) experiments, Reno was judged to Additional analyses showed that spatial priming
be northeast of San Diego, even though it is actu- increased with the depth at which object pairs were
ally northwest. According to hierarchical models of categorized in the hierarchical trees. These find-
spatial memory, this error occurs, at least in part, ings provide strong evidence that spatial memories
because people represent Reno in Nevada, San are organized hierarchically, even when the layout
Diego in California, and Nevada east of California. lacks explicit perceptual organization.
These spatial relations imply that Reno should be Huttenlocher et al. (1991; see also Lansdale,
east of San Diego. Other evidence consistent with 1998) developed an elegant mathematical hierar-
the hierarchical representation of space includes the chical model of positional uncertainty and bias in
effects of boundaries on distance estimations (cited memory for the location of single object—the cat-
previously), the effects of region membership on egory adjustment model (CAM). According to this
judgments of orientation (e.g., Maki, 1981; Wilton, model, location is encoded at a fine-grained level
1979) and proximity (e.g., Allen, 1981), and errors and at a categorical level. Encoding at both levels
in estimates of latitude, bearing, and distance varies in precision but is unbiased. Even though
at global scales (e.g., Friedman & Brown, 2000; both representations are unbiased, bias can occur in
Friedman, Brown, & McGaffey, 2002; Friedman & the recall of location for two reasons. One source of
Montello, 2006). bias arises from the manner in which fine-grained and

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Timothy P. McNamara

categorical information are combined. Recall of loca- tion of an object near a category boundary will be
tion is a weighted average of the fine-grain value and biased toward the center of the category. These two
the prototype, or average value, of the category. The sources of bias are referred to as prototype effects
relative magnitudes of the weights depend on the and boundary effects, respectively.
relative precisions of the two sources of information: Huttenlocher et al. (1991) tested the model
As the precision of the fine-grain value decreases with a task requiring participants to remember the
relative to the precision of the prototype, the fine- location of a single dot in a circle. The categories
grain value is weighted less relative to the prototype. corresponded to the quadrants of the circle created
Hence, greater bias toward the prototype occurs as by implicit vertical and horizontal axes centered
the fine-grain values become less precise relative on the circle. Huttenlocher et al. showed that the
to the prototype. These concepts are illustrated in model provided an excellent account of quantitative
Figure 9.1. The second source of bias arises because properties of bias in this task. The CAM is impor-
reports of the locations of objects are constrained to tant because it shows that bias in the remembered
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lie within a category, and consequently, the distribu- location of an object is not necessary for there to be
tion of memory reports will be truncated at category bias in the report of an object’s location from mem-
boundaries. This fact implies that the retrieved loca- ory, and it demonstrates how general principles of

Dispersion of category
(s )
2
r

R = lM + (1–l)r

l = s 2r s 2r + s 2M

Inexactness
surrounding true
value of M
(s )
2
M

Estimate
(R)

A B

Lower l Upper
Boundary Boundary
Category Center Fine-grain
(r) memory of
current stimulus
(M)

FIGURE 9.1. Category-adjustment model implemented in one dimen-


sion. R ! reported location of the object; M ! mean of the distribution
of fine-grain memory (M corresponds to the object’s true location);
ρ ! prototype; λ ! weight on fine-grain memory. As σM2 decreases (i.e.,
precision of fine-grain memory increases), the weight on the fine-grain
memory approaches 1; as σM2 increases (i.e., precision of fine-grain
memory decreases), the weight on the fine-grain memory approaches 0.
From “Category Effects on Stimulus Estimation: Shifting and Skewed
Frequency Distributions,” by S. Duffy, J. Huttenlocher, L. V. Hedges,
and E. L. Crawford, 2010, Psychonomic Bulletin & Review, 17, p. 225.
Copyright 2010 by Springer. Reprinted with permission.

178
Properties and Organization

spatial memory (e.g., categorical representation, & Long, 2003; Werner & Schindler, 2004). (The
exact and inexact encoding) can be implemented concept of spatial reference directions and axes will
formally. be explored in detail subsequently.)
Subsequent research has shown that the model
can be extended in several important ways. Fitting Orientation Dependent
and colleagues (Fitting, Wedell, & Allen, 2007, People recall and recognize spatial relations between
2008a, 2008b) have shown that the model can be objects more efficiently from some perspectives than
generalized to account for multiple environmental from others (see McNamara, 2003, for a review).
cues (e.g., letters on the outer edge of the circle) This pattern of results is referred to as orientation
and that such cues aid fine-grain memory and, when dependence. These privileged perspectives are usu-
memory demands are high, the nature of the catego- ally aligned with (i.e., they are parallel or orthogo-
ries. The CAM also may apply to memory of real- nal to) experienced points of view (e.g., Shelton
world geography (Friedman, 2009). A fundamental & McNamara, 2001) but also may be aligned with
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assumption of the CAM is that memory for location salient intrinsic axes of the array of objects (e.g.,
is unbiased. Sampaio and Wang (2009) tested this Mou, Liu, & McNamara, 2009; Mou & McNamara,
assumption by having participants choose between 2002). Typical results are illustrated in Figure 9.2.
their own biased reproduction of the target location There is evidence that spatial memories also may be
and the correct target location after reporting the viewpoint dependent (e.g., Easton & Sholl, 1995;
target location. The majority of participants chose Waller, 2006). Behaviorally, this means that perfor-
the correct target location in preference to their mance is better when the test perspective matches
own biased reproduction on most trials, showing the location of the observer, in addition to his or her
that they retained and were able to access a repre- orientation, at the time of learning.1
sentation of the original target location (cf. Werner
& Diedrichsen, 2002). Challenges to the model SPATIAL REFERENCE SYSTEMS
may exist in its ability to account for effects of the
distributions of targets on location estimates (e.g., Spatial reference systems are necessary for the speci-
Lipinski, Simmering, Johnson, & Spencer, 2010; fication of location and orientation in space. The
Spencer & Hund, 2002; Spetch, Friedman, Bialowas, location of my home, for instance, can be specified by
& Verbeek, 2010). describing its position with respect to the boundaries
The hierarchical structure of spatial memory has of the state (e.g., my home is in the central portion
been shown to affect navigation behavior in virtual of Tennessee), by providing its street address and
environments. Wiener and Mallot (2003) found that zip code, or by describing its position relative to an
people minimized the number of region boundar- observer (e.g., my home is 1.2 miles distant and 60°
ies crossed when navigating to a goal location and left of my facing direction as I write this paragraph).
that they tended to choose paths that permitted the People represent in memory the spatial properties of
quickest access to the region containing the goal a multitude of environments. Just as spatial reference
location. Wiener, Schnee, and Mallot (2004) showed systems are required to specify the locations of objects
further that subjects learned environments faster in physical space, so too spatial reference systems
and searched more efficiently when environments must be used by human memory systems to represent
were divided into regions than when they were not. the locations of objects in the environment.
Their results also revealed that navigation strategies Spatial reference systems are relational systems
seemed to depend on the alignment of the dominant consisting of reference objects, located objects, and
reference directions between different levels of the the spatial relations that exist among them (e.g., Rock,
hierarchical mental representation (see also Werner 1973, 1992; Talmy, 1983). The reference objects

1
Orientation-independent performance has been observed in several published investigations of spatial memory (e.g., Evans & Pezdek, 1980;
Presson, DeLange, & Hazelrigg, 1989; Presson & Hazelrigg, 1984; Richardson, Montello, & Hegarty, 1999, real-walk condition; Sholl & Nolin, 1997,
Experiments 3 and 4). McNamara (2003) discussed possible explanations of these findings in detail.

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Timothy P. McNamara

A may be any objects whose positions are known or


established as a standard and may include other
objects in the environment, abstract coordinate
axes, the observer, and so forth. Many schemes
for classifying spatial reference systems have been
proposed over the years (e.g., Hart & Moore,
1973; Levinson, 1996; Paillard, 1991; Pani &
Dupree, 1994; Tversky, Lee, & Mainwaring, 1999).
For the purposes of understanding the use of spa-
tial memories in navigation and other actions in
space, it is useful to distinguish egocentric and
allocentric (or environmental) reference systems
(e.g., Klatzky, 1998).
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B Egocentric reference systems specify location


and orientation with respect to the organism, and
50
include eye-, head-, and body-based coordinate
systems. Returning to the previous example, the
45 description of my home’s location relative to my
Absoulute Pointing Error (deg)

position uses an egocentric reference system.


40 Viewpoint dependence in human scene recogni-
tion, as discussed previously, implies that visual
memories of scenes are coded in egocentric refer-
35
ence systems. Neurophysiological studies have
shown that the primate brain uses a variety of
30 egocentric reference systems to represent loca-
tions of objects in space (e.g., Andersen, Snyder,
25 Bradley, & Xing, 1997; Snyder, Grieve, Brotchie, &
Egocentric Axis (315°)
Andersen, 1998).
Nonegocentric Axis (0°)
Allocentric reference systems define spatial rela-
20
0 45 90 135 180 225 270 315 tions with respect to elements of the environment,
Imagined Heading (deg) such as the perceived direction of gravity, the sun’s
azimuth, landmarks, or the walls of a room (e.g.,
FIGURE 9.2. Method and results of Mou and McNamara
(2002). (a) Bilaterally symmetric layout used by Mou Wehner, Michel, & Antonsen, 1996). Abstract
and McNamara (2002). All participants viewed the reference systems, such as coordinates of latitude
layout of objects from the viewpoint of 315°; half were and longitude, also qualify as allocentric reference
instructed to learn the layout in columns parallel to
315° (clock, jar, scissors, shoe, etc.), and half were systems. Returning again to the descriptions of my
instructed to learn the layout in columns parallel to 0° home’s location, identifying the state and giving
(scissors, clock, wood, shoe, jar, etc.). Arrows were not a street address both qualify as uses of allocentric
displayed. (b) Absolute pointing error in judgments
of relative direction. For participants who learned the reference systems. Human behavioral research
layout along the 315° axis (egocentric intrinsic axis), indicates that egocentric and allocentric reference
performance was better on 315° than on 0°; the pattern systems are used to represent the spatial structure
was reversed for those who learned the layout along the
of the environment (e.g., Burgess, 2008; Mou,
0° axis (nonegocentric intrinsic axis). Results for both
groups demonstrate orientation dependence of spatial McNamara, Valiquette, & Rump, 2004; Sholl, 2001;
memory. Adapted from “Intrinsic Frames of Reference Wang & Spelke, 2002; Xiao, Mou, & McNamara,
in Spatial Memory” by W. Mou and T. P. McNamara, 2009). Neurophysiological research converges on
2002, Journal of Experimental Psychology: Learning,
Memory, and Cognition, 28, p. 166–167. Copyright the same conclusion (e.g., Andersen et al., 1997;
2002 by the American Psychological Association. Matsumura et al., 1999; Snyder et al., 1998).

180
Properties and Organization

An important subcategory of allocentric refer-


ence systems is intrinsic reference systems. These
reference systems were introduced as a means to
specify the spatial structure of objects or forms (e.g.,
Marr, 1982; Rock, 1973). In such cases, the objects
or forms usually have inherent facets, such as natu-
ral fronts, backs, tops, or bottoms that can be used
to define reference axes. The human body is a para-
digmatic example (e.g., Franklin & Tversky, 1990).
Intrinsic reference systems can also be defined by
features of a collection of objects (e.g., Mou &
McNamara, 2002; Tversky, 1981). The rows and
columns formed by chairs in a classroom constitute
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FIGURE 9.3. Schematic depiction of an orientation


an intrinsic reference system. Intrinsic reference sys- dependent model of enduring spatial memory. Circles
tems also may be defined by less explicit perceptual symbolize the represented objects. Interobject spa-
tial relations are symbolized by vectors; for simplicity
organization, such as an axis of bilateral symmetry only the spatial relation between Objects 3 and 2 is
or the mutual alignment of several objects, or even represented. Dashed and solid gray arrows symbolize
by the arbitrary configuration of a set of objects reference directions in memory of 315° and 0° (e.g.,
egocentric and nonegocentric axis groups in Figure 9.2,
as seen from a particular view (e.g., Greenauer
respectively). Consider the 0° reference direction: The
& Waller, 2008; Mou et al., 2009; Mou, Zhao, & direction from 3 to 2 is represented in memory with
McNamara, 2007; Shelton & McNamara, 2001). An respect to 0° (`32). Because the direction from Object 3
example is illustrated in Figure 9.2. to Object 2 relative to 0° is explicitly represented in
memory, a task such as “Imagine you are standing at
The concept of spatial reference systems proves 3 and facing 4. Point to 2” is relatively easy, because
useful for accounting for two key properties of spa- that direction can be retrieved from memory. By
tial knowledge. First, the orientation dependence contrast, a task such as “Imagine you are standing at
of spatial memories is typically interpreted as indi- 3 and facing 7. Point to 2” is relatively difficult,
because the spatial relation between Objects 3
cating that the spatial layout of an environment and 2 is not represented relative to 315° and
is mentally represented using a dominant refer- therefore must be inferred, which produces mea-
ence direction (e.g., Shelton & McNamara, 2001). surable performance costs. The reverse is true for
Interobject spatial relations that are specified memories using the reference direction of 315°. An
important feature of the model is that it uses an allo-
with respect to this reference direction can be centric reference system, yet produces orientation
retrieved, whereas other spatial relations must be dependent performance.
inferred (e.g., Klatzky, 1998), introducing costs
in latency and errors. The preferred directions in
judgments of relative direction, for example, cor- the use of spatial reference systems at multiple
respond to intrinsic directions in the layout that scales (e.g., Meilinger & Vosgerau, 2010; Poucet,
are experienced or are highlighted by instructions 1993). A region of space that can be viewed in its
or layout geometry (e.g., Mou & McNamara, 2002; entirety from a single vantage point with minimal
Mou et al., 2007; Shelton & McNamara, 2001). locomotion (vista scale, as defined by Montello &
These preferred directions correspond to the Golledge, 1999) may be represented in a locally
dominant reference directions. A simple model of defined spatial reference system. Spatial reference
this form that accounts for orientation dependence systems used in neighboring regions of space may
in judgments of relative direction is illustrated in be interrelated in higher order reference systems in
Figure 9.3. which the local reference systems serve as elements.
The second key property explained by spatial For instance, the spatial layout of each of the rooms
reference systems is the hierarchical structure of in a house may be specified in spatial reference sys-
spatial knowledge. This property may result from tems unique to the room. These spatial reference

181
Timothy P. McNamara

systems may serve as elements in a higher order ref- Nature of the Models
erence system defining the spatial relations among Contemporary models of spatial memory include
the rooms. an egocentric system that computes and represents
Reference systems within the same level and self-to-object spatial relations needed for spatially
between levels of the hierarchy need not use com- directed motor activity, such as walking, reaching,
mon reference directions; that is, conceptual and grasping. In the models proposed by Burgess
“north” in one region may or may not correspond and colleagues (e.g., Burgess, 2008; P. Byrne,
to conceptual “north” in a neighboring region. The Becker, & Burgess, 2007) and by Mou, McNamara,
acquisition of skills attributed to the possession and colleagues (e.g., Mou et al., 2004; Xiao et al.,
of survey knowledge, such as pointing accurately 2009), spatial relations represented in this system
to unseen targets, may occur when the reference are relatively transient and decay in the absence
directions in such locally defined reference systems of perceptual support or deliberate rehearsal (see
become integrated in such a way that all are aligned
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also Waller & Hodgson, 2006).2 In Sholl’s model


(Meilinger, 2008; Montello & Pick, 1993). Werner (Holmes & Sholl, 2005; Sholl, 2001; Sholl & Nolin,
and colleagues (Werner & Long, 2003; Werner & 1997) and in Wang and Spelke’s model (2002), this
Schindler, 2004) have shown that misalignment system is dynamic but can represent more enduring
of reference directions in such a reference system
egocentric self-to-object spatial relations. Recent
hierarchy impairs wayfinding performance and
evidence implicates the role of a transient egocentric
produces less accurate knowledge of interobject
system in spatial updating but this evidence is far
directions. Experiments reported by Wang and
from definitive (Kelly, Avraamides, & Loomis, 2007;
Brockmole (2003a) provided evidence that people
Waller & Hodgson, 2006; Xiao et al., 2009).
maintain orientation with respect to a single refer-
The second major system in all of the models
ence system as they navigate. These researchers
is an allocentric system. Wang and Spelke’s (2002)
had participants walk from a room in a building
model is perhaps the most unusual, in that the allo-
on a college campus to the outdoors and then back
centric system in this model only represents envi-
inside to the room. When oriented with respect to
the room, participants lost track of their orientation ronmental shape. In all of the remaining models, the
with respect to the campus, and when oriented with allocentric system represents object-to-object spatial
respect to the campus, they lost track of their ori- relations in an enduring manner. These spatial rela-
entation with respect to the room (see also Wang & tions could include body-to-object spatial relations
Brockmole, 2003b). in which the body is treated like another object in
the environment. The other major difference among
models, at least among those that specify the nature
COGNITIVE MODELS OF of the reference systems used in the allocentric
SPATIAL MEMORY system (Burgess’s model does not), is whether the
Cognitive models of spatial memory attempt to spatial reference system is orientation dependent or
explain how the spatial structure of an environ- independent. Mou and McNamara claim that the
ment is represented in memory and how memories allocentric system uses an orientation-dependent,
of familiar environments are used to guide actions intrinsic reference system (as discussed in the sec-
in space. Contemporary models employ both ego- tion, Spatial Reference Systems). Sholl, in contrast,
centric and allocentric representations of space, and claims that an orientation independent reference sys-
although there are important differences between tem is used, at least in well-learned environments.
models in the nature of those representations and in Finally, Wang and Spelke’s (2002) model
the ways they are used, the models are fundamen- includes a third system in which the appearances
tally quite similar. of familiar landmarks and scenes are represented.

2
Waller and Hodgson (2006) distinguished between transient and enduring systems but are agnostic on the nature of the spatial reference systems
used by each system.

182
Properties and Organization

These representations are viewpoint dependent may be stored in the viewpoint dependent system
and can be conceived of as visual–spatial “snap- and support place recognition when returning.
shots” of the environment (e.g., Burgess, Spiers, &
Paleologou, 2004; Diwadkar & McNamara, 1997; Spatial Updating in the Models
Wang & Simons, 1999). Valiquette and McNamara To navigate effectively in familiar environments,
(2007) attempted to find evidence for such a sys- people must keep track of their position and orien-
tem and to determine whether it could be distin- tation in space as they move. This ability is referred
guished from an environmental system. They asked to as spatial updating.3 Spatial updating in cognitive
participants to learn the locations of objects in a models of spatial memory takes place at two levels.
room from two points of view, one of which was Self-to-object spatial relations are continuously
aligned with salient environmental frames of refer- and efficiently updated in the egocentric system
ence (the mat on which the objects were placed and as a navigator locomotes through an environment.
the walls of the room), and the other of which was This updating process allows the navigator to pass
Copyright American Psychological Association. Not for further distribution.

misaligned with those same frames of reference (viz, through apertures (e.g., doorways), follow paths,
a view from the corner of the room). Participants avoid obstacles and hazards, and so forth. At the
then took part in judgments of relative direction same time, the navigator must update a representa-
(e.g., “Imagine you are standing at the shoe, facing tion of his or her position in the environment, to
the lamp; point to the banana”) and old–new scene remain oriented and to locate distant goals. This
recognition. Performance in judgments of relative updating process takes place in the allocentric
direction was best for the imagined heading paral- system. According to Mou and McNamara (Mou
lel to the aligned learning view and no better for et al., 2004; Xiao et al., 2009), navigators update
the imagined heading parallel to the misaligned their position with respect to the intrinsic refer-
learning view than for unfamiliar headings. This ence system used to represent the spatial structure
pattern of orientation-dependent performance rep- of the local environment. Sholl’s model is the most
licates previous findings (Shelton & McNamara, explicit about the allocentric updating process.
2001; Valiquette, McNamara, & Labrecque, 2007). In this model, the egocentric system is referred to
Performance in scene recognition, however, was as the self-reference system, and it codes self-to-
equally good for the two familiar views and better object spatial relations in body-centered coordinates
for familiar than for novel views (see also Waller, using the body axes of front–back, right–left, and
2006). These findings are consistent with a model in up–down (e.g., Bryant & Tversky, 1999; Franklin
which interobject spatial relations are represented in & Tversky, 1990). The engagement of the self-
an allocentric system using intrinsic reference sys- reference system with the physical environment
tems, as specified in Mou and McNamara’s model, determines the position of a representation of the
and visual memories of landmarks and scenes are self-reference system in the allocentric system. As
stored in a viewpoint-dependent system, as specified a person moves in the environment, the axes of the
in Wang and Spelke’s model. representational self-reference system are moved to
This viewpoint-dependent system may account the corresponding new position in the allocentric
for the effectiveness of the look-back strategy in system representation.
wilderness navigation (e.g., Cornell, Heth, & Rowat,
1992). Routes often look quite different coming and
SUMMARY AND PROSPECTUS
going, leading to navigational errors on the return
trip. The look-back strategy involves occasionally Learning a new environment typically begins by
stopping and turning around to view one’s route in learning routes from place to place; even in large-
the opposite direction while navigating in unfamiliar scale outdoor environments, navigation usually
wilderness environments. These look-back views takes advantage of trails of some kind. People

Spatial updating processes are explored more fully in Chapter 5 of this volume.
3

183
Timothy P. McNamara

quickly acquire knowledge of the identities of manner in which they are used in navigation. For
important objects and places, or landmarks, and instance, in some models, the egocentric system
the sequential order of landmarks on routes. Route computes and represents transient representations,
knowledge has at least quasi-metric properties early whereas in other models, these representations are
during acquisition. Humans and many other organ- more enduring. In one model, the environmental
isms seem to be sensitive to the shape of the imme- system only represents the shape of the environment
diate environment and to depend on environmental and is used for reorientation, whereas in the oth-
shape to reorient. With extensive experience in an ers, it represents object-to-object spatial relations
environment, people sometimes acquire knowl- and is used for virtually all locomotion in familiar
edge of its overall layout, or survey knowledge. The environments. Despite these differences, however,
acquisition of spatial knowledge is best character- the models are quite similar in terms of their overall
ized as the incremental accumulation of quantitative architecture.
spatial relations. Spatial knowledge does not seem to The scientific understanding of human spatial
Copyright American Psychological Association. Not for further distribution.

be limited to qualitative, nonmetric information at memory has advanced enormously since Tolman
any point during acquisition. (1948) presaged the distinction between route and
Humans represent the locations of objects in survey knowledge with his categorization of spatial
space using egocentric and allocentric reference sys- memories into “strip maps” and “comprehensive
tems, and actions in space almost certainly depend maps.” Significant progress has been made in under-
on both egocentric and allocentric representations of standing the nature and acquisition of spatial memo-
the environment. There is evidence that the process ries, how remembered spatial relations are used to
of learning a new environment involves interpreting guide actions, and properties of spatial updating
the spatial structure of that environment in terms of processes. But much remains to be discovered. Many
an allocentric spatial reference system. Interobject important avenues of future research are indicated
spatial relations seem to be specified with respect to by the findings reviewed in this chapter. A few espe-
a small number of reference directions. This aspect cially promising ones might include the following.
of the mental representation produces one of its There is abundant evidence of the hierarchi-
key properties, orientation dependence: Interobject cal organization of enduring spatial memories, but
spatial relations can be utilized more efficiently from the processes involved in the formation of such
perspectives aligned with the dominant reference representations are not well understood. Of special
directions in memory. These reference directions are interest are the mechanisms used to establish cor-
typically parallel to points of view experienced dur- respondences between representations that use dif-
ing learning but also may be determined by instruc- ferent reference directions and the spatial updating
tions and by properties of the environment, such as processes used to switch from one hierarchical level
the mutual alignment of several objects or geograph- to another. The relative importance of egocentric
ical slant. The use of spatial reference systems at and allocentric representations in various spatial
multiple scales may explain why spatial knowledge tasks, their dynamical properties, and the processes
is hierarchically organized. by which egocentric representations in sensorimotor
Cognitive models of spatial memory specify roles systems are transformed into allocentric representa-
for three types of spatial memories: Egocentric self- tions, and vice versa, are largely unknown.
to-object spatial relations, which are used to guide To a significant degree, cognitive models of spatial
locomotion in the nearby environment; viewpoint- memory primarily describe the perceptual–cognitive
dependent representations of landmarks and scenes, architecture of the human spatial memory system. For
which are used for place recognition; and allocentric this reason, they have varying amounts to say about
representations of object-to-object spatial relations, the various topics covered previously in this chap-
which are used primarily for wayfinding. There ter. All are intimately concerned with object–place
are differences among the models in the properties knowledge, survey knowledge, spatial reference sys-
of each of these representation systems and in the tems, and spatial updating. However, none of these

184
Properties and Organization

models has much to say about route knowledge, the frames of reference in the selection of reference direc-
acquisition of spatial knowledge, or the nature of tions in memory and advances an explanation of ori-
entation dependence in terms of reference directions
spatial knowledge (e.g., distortions). An important selected at the time of learning.
direction for future research will be to extend these
models to account for a broader array of findings in
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