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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
Copyright American Psychological Association. Not for further distribution.
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
174
Properties and Organization
175
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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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
Copyright American Psychological Association. Not for further distribution.
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)
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
Copyright American Psychological Association. Not for further distribution.
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.
179
Timothy P. McNamara
180
Properties and Organization
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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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
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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
the spatial memory literature. I look forward, with References
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