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景观视觉质量评估:方法、技术和建议 Q1
景观视觉质量评估:方法、技术和建议 Q1
Ecological Indicators
journal homepage: www.elsevier.com/locate/ecolind
Review
A R T I C L E I N F O A B S T R A C T
Keywords: It is well established that landscape quality evaluations have the potential to serve as a contextual basis for the
Landscape integration of cultural ecosystem services into landscape management and policies. Nonetheless, the methods for
Visual quality evaluation assessing the visual quality of landscapes are varied and there is no consensus on the appropriate choice of
Visual resources
landscape evaluation indicators or approaches. In response, we conducted a comprehensive review of the
literature on this topic to highlight the methods used and identify major methodological strategies. It examines
the ways and technologies, particularly in which quantitative measures, or indicators, can be used and what
contribution they might make to the management and planning of landscapes. In this paper, a comprehensive
electronic literature was performed via two electronic databases (Web of Science, and Chinese National
Knowledge Infrastructure). Our review indicated that if objective results are expected in studies on landscape
quality evaluation, experts’ view should not be the only source and the view of users, the physical, biological,
and social characteristics of the environment should also be considered together. In this context, continuously
renewed and revised analysis studies provide a basis for the plan of shaping the visual configuration of the
landscape. The contribution of this paper lies in presenting and reviewing the methodologies and techniques of
landscape evaluation and providing practical advice for their appropriate selection and application, in addition
to encouraging discourse of the professional community about this topic.
* Corresponding author at: College of Landscape Architecture and Art, Jiangxi Agricultural University, Nanchang 330045, China.
E-mail address: 515189191@qq.com (C. Liu).
https://doi.org/10.1016/j.ecolind.2022.109174
Received 4 May 2022; Received in revised form 7 July 2022; Accepted 13 July 2022
Available online 28 July 2022
1470-160X/© 2022 The Authors. Published by Elsevier Ltd. This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-
nc-nd/4.0/).
N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
Burcau of Land Management) (Burton, 1968) and one landscape the topics polled, at least three methods are often defined. One is the
resource management system (LMS of USDA Soil Conservation Service) expert-based assessment approach, which is mostly used by specialists in
(Milcu et al., 2013) were proposed in the United States. The VRM system objective evaluation research and focuses on the evaluation of the
may perform visual surveys, analyses, and evaluations of large-scale “scene,” encompassing ecological and formal aesthetic models. The
scenic regions that need to be planned, as well as develop manage second is to concentrate on the “sensory-based” public preference
ment goals and metrics. In general, LMS frameworks views landscape technique, which includes psychological and phenomenological models
visual resources as an essential aspect of environmental decision-making and user’s methods like questionnaire surveys and public opinion tests
and planning, and are by and large utilized in the administration of to intimately connect with public subjective judgments. The third way is
public lands to analyze and establish the scope and intensity of human quantitative synthesis, which stresses both “scene” and “sensory,” inte
activities permitted in public landscapes. grating subjective and objective methodologies, such as psychophysical
In the 1980s, several landscape aesthetic evaluation researchers models and component replacement models.
explicitly separated the classification and description of landscape at Although the objectives of landscape evaluation are generally
tributes in order to distinguish the difference between the landscape of obvious, developing practical methods to achieve them remains a
one area and another area. For example, Calvin et al. (1972), Craik challenge. More specifically, since visual quality assessment can be a
(1975) and Daniel (1976) employed the semantic differential approach study subject in a variety of professional fields, the methods for evalu
to determine the visual quality of a landscape by assessing the prefer ating the visual quality of the landscapes are varied and there is no
ences of various landscape elements, highlighting the relevance of consensus on the appropriate choice of landscape evaluation indicators
landscape element substitution and semantic description. Then a or approaches (Kalivoda et al., 2014). Therefore, a summary of the ap
growing number of academics focused on the significance of landscape proaches utilized, together with their advantages and disadvantages, is
features in landscape rating, since these characteristics are essential required to frame the present state of knowledge regarding landscape
factors influencing the appraisal of landscape visual quality, as well as assessment modeling and give recommendations for future study. For
important aspects for the development of local characteristics and the this reason, this current paper is to offer a comprehensive literature
tourist business. Hull et al. (1986), Kellomaeki and Savolainen (1984), review on the common techniques and unique approaches of landscape
and Bulut et al. (2008), for example, used psychological, behavioral visual quality evaluation, as well as their strengths and weaknesses and
preference, and other empirical methods to conduct comprehensive how the was used in practice. Furthermore, we present practical advice
experience evaluation and single factor evaluation of tourism landscapes for analysis method selection by assessment objectives or professional
from the perspective of visual aesthetics, and developed the mathe discipline. And at last, directions for approaches improvement and
matical model of visual quantitative analysis. It is well established that, future research are discussed.
after decades of theoretical study and practice, landscape evaluation
research has progressively been subdivided further into four paradigms, 2. Materials and method
according to the viewpoint of assessment is the “landscape” of the ob
ject, or the “view” of the subject (Zube, 1974). The four paradigms are The current section sought to investigate the intellectual structure of
expert paradigm, psychophysical paradigm, cognitive paradigm, and landscape assessment studies. To that purpose, we employed a subject
empirical paradigm respectively. And the professional design-based search to gather bibliographic materials from Web of Science (WOS) and
assessment and public perception-based evaluation are the two pri Chinese National Knowledge Infrastructure (CNKI). The search in the
mary evaluation methodologies for landscape visual quality evaluation. database above yielded 2246 records and our research were conducted
The most generally used expert paradigm emphasizes the notion of under the guidance of scientometric methods implemented in Cite Space
formal beauty, and the assessment work is conducted by specialists to (Chen, 2018), a visual analysis framework based on networks of co-cited
evaluate the aesthetic worth of the landscape, such as the Visual Man documents. The Cite Space may demonstrate how the landscape study
agement System (VMS) and Landscape Management System (SMS) of has evolved, what the evident intellectual turning points on the crucial
the US Forest Service (Bacon, 1979; Li et al., 2002). The psychophysical route are, and what topics have attracted the interest of researchers. In
paradigm explains the landscape-aesthetic relationship using the stim the context of landscape assessment, this work identified almost 130
ulus–response relationship, which includes three widely used methods available papers that need extensive reading based on this criterion and
in landscape evaluation (Wang, 1995), namely the Scenic Beauty Eval got included in our review article.
uation method (SBE) proposed by Daniel (Daniel, 1976; Hull, 1986), the The topic distribution of landscape quality evaluation may be found
Law of Comparative Judgement method (LCJ) proposed by Buhyoff by viewing the results in Cite Space using the “Category” option, as
et al. (1982) and Schroeder et al. (1984), and the Semantic Differential shown in Fig. 1. Each joint represents the number of papers published,
method (SD) proposed by Echelberger (1979). The cognitive paradigm, and its size is proportional to the total papers. It was concluded that the
which includes Kaplan’s environmental evaluation model (Kaplan,1988; most publications have been successively published in environmental
Javadinejad et al.,2019) and Appleton’s habitat and prospect-refuge science, ecology, biodiversity conservation, geography, forestry,
theory (Appleton, 1975), explains human aesthetics to landscape regional urban planning, and agriculture science. Not only that, but
through evolutionary processes and functional demands. The empirical professional disciplines such as aesthetics, psychology, computer sci
paradigm emphasizes people’s subjective involvement in landscape ence and statistics are essential in the multidisciplinary research of
aesthetics, such as Smaalders’ phenomenological model (Smaalders, landscape assessment.
1989; Fox,1989). As rendered in Fig. 2, after removing the query phrases (landscape
Furthermore, Daniel (1983) classified evaluation methods into five evaluation, ecology evaluation), the findings of keyword co-occurrence
key models: formal aesthetic model, ecological model, psychophysical analysis suggest that “biodiversity“, “agricultural landscape”, ”land
model, psychological model, and phenomenological model. Different use”, “ecosystem service”, “forest” and “conservation” are the keywords
evaluation methods have been gradually developed under the guidance that have been used for a long time and with a high frequency, which
of different paradigms and evaluation modes, such as the Scenic Beauty illustrates the primary focus of landscape assessment research. Fig. 3
Evaluation method (SBE) (Daniel, 1976), Analytic Hierarchy Process visualizes the keywords clustering network (Top ten) through cluster
(AHP) (Suh and Yang, 2004), aesthetic evaluation quantity method analysis of keywords with more frequent occurrences. Given the size of
(BIB-LCJ) (Yu, 1988), Semantic Differential method (SD) (Arthur, the joint, we regard clusters #0 to #3 (i.e., ecosystem service, landscape
1977), Physiological and Psychological Indicators method (PPI) (Yang change, diversity, and landscape management) as representing hot
et al., 2018). Different theoretical models and practical aims result in a research themes in the domain. The literature in cluster #0, which is
broad range of visual perception research approaches. On the basis of largest one in terms of betweenness centrality, plays a leading role in
2
N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
3
N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
long been a concern. Furthermore, there has been growing interest in the factor layer.
study of rural landscapes recently. Additionally, we found that virtual In general, the conclusions of qualitative analysis are frequently
reality (VR) technology and the analytical hierarchy process (AHP) are questioned as determining the weights between indicators at each level.
being widely used as fundamental tools for landscape evaluation. Consequently, Saaty et al. introduced the consistent matrix method to
improve the accuracy, in which the relative scale is used for pairwise
3. Results and discussion comparison instead of comparing all the indicators together, to decrease
the difficulty of comparing variables with diverse qualities.
3.1. Overview of visual quality evaluation researches and the employed For example, for a given criteria, make a pairwise comparison of its
methods subordinate indicators and assign marks according to their prominence
as given in Table 3.
In the methodological of evaluation research, early scholars pro Construct the comparison judgment matrix using the evaluation in
posed that assessment normally consist of three phases (Fig. 5), i.e., data dicator system and hierarchical structure given, defined as,
collection (early stage), evaluation implementation (middle stage), and ⎡ ⎤
1 a12 ... a1j
data analysis (final stage) (Boster, 1971; Craik, 1975; Iverson et al., ⎢ a21 1 ... a2j ⎥
1993). Among them, the two well-known expert-based and public-based A=⎢ ⎥ in which, aii = 1; aij = 1 (1)
⎣ ⋮ ⋮ ⋱ ⋮ ⎦ aji
assessment systems are at the second stage. In the context of evaluation ai1 ai2 ... aij
process, Table 1 provides a list of the initial landmark approaches
employed in landscape visual quality evaluation, and Table 2 exhibits Matrix element aij is the comparison result of the importance of in
the implementation of previous methodologies. dicators i and j,aij = 1/aij .
As can be seen from the table above, the SBE and LCJ are directly Solve the eigenvector of the judgment matrix to obtain the priority
derived from public subjective perception, which is the expression of weight of each element at same level to an element at the upper level,
early psychological landscape aesthetic research and the foundation and finally merge the final weight of each alternative scheme to the
works of the “psychological measurement method”. Moreover, the VRM, overall goal by the weighted sum algorithm.
LRM and VIA methods are all expert-based, and are specifically realized Because of matters like the complexity of evaluation factors, the
by assigning values to landscape elements and their contributions to the hierarchy of evaluation objects, ambiguity in evaluation criterions,
overall landscape aesthetic quality of each physical element. Because of ambiguity or uncertainty of evaluation influencing factors, and inability
their ease of use, these three methodologies have become the primary of quantifying qualitative indicators, it is difficulty for users to accu
evaluation methods in landscape management systems of many coun rately describe the objective reality with absolute “Either A or B”, and
tries. Furthermore, approaches based on the CIM include the SQ, SD, there is frequently a vague phenomenon of “Both A and B”.
Kuang-Ao, POE, and LAP. The addition of language descriptions makes As a result, the fuzzy evaluation approach (FM) might be employed
the review process more comprehensive and adapted to varied land as an alternate strategy in this circumstance. the FM based on fuzzy sets
scapes in comparison with the public-based SBE and LCJ. However, the evaluates the affiliation level of the item under examination from mul
uncertainties of this questionnaire method are the reviewers’ perception tiple indicators.
and expression abilities, as well as the design of the questionnaire. On the one hand, it can consider the hierarchy of objects, high
Additionally, interdisciplinary assessment techniques based on algo lighting the fuzziness of evaluation criteria and influencing factors;
rithms and statistical models, such as the FM, FG, DM, AHP, PPI, IPA, CP, People’s experience, on the other hand, may be fully included into the
SBTD, SM, EVA, VLUP, LCQ, and CLM, are the focus and hotspot of the assessment to make the results more objective and in accordance with
current research with the advantage of accuracy and objectivity of the real situation. Specifically, the general steps are as follows.
results. Step 1: Establish the evaluation indicator set, review set and weight
Consider the analytic hierarchy process (AHP), in which evaluation set.
target, evaluation criterions and evaluation objects are decomposed into Indicator set is a broad set made up of various factors affecting the
the highest, medium, and lowest levels depending on their connection, evaluation object, each of which has varied degrees of ambiguity and are
as shown in Fig. 6. The highest level refers to the purpose of decision- expressed asU = (u1 , u2 , ⋯, un ). Divide the set U into s subfactor sets U1 ,
making and the problem to be solved. The lowest level refers to the al U2 , ⋯, Us by attributes, whereUi = (ui1 , ui2 , ⋯, uin ), i = 1, 2, ⋯s, and
∑ ⋃s
ternatives in decision-making. The middle layer refers to the indictors satisfies si=1 ni = n, i=1 Ui = U, for anyi ∕= j, Ui ∩ Uj = ∅. Make a
considered and the criteria for decision-making. For the two adjacent comprehensive evaluation for each factor set Ui and construct the review
layers, the high layer is called the target layer and the low layer is the setV = (v1 , v2 , ⋯, vm ), and then the weight distribution of each indicator
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N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
5
N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
Table 2 Note: E*P = mixed expert-based (E) and public-based (P) method; E + P =
Application of the evaluation methods. expert-based (E) or public-based (P) is workable; F*I = mixed field (F) and in
door(I) evaluation method; F + I = field or indoor evaluation is workable.
Methods Application Scope E/P F/I Feature
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N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
7
N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
8
N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
tools. Meanwhile, the human sense landscape is often split and charac
terized with data, eventually generating an overall landscape resource
map of a region. As an example, Wagtendonk and Vermaat (2014a,b))
developed an empirical method based on a low-resolution GIS to
quantify perceived landscape cluttering of Jsseldelta (Figs. 7–9). It
demonstrated that expert-based assessment of landscape cluttering can
be approximated with an objective map-based algorithm.
In terms of scale, landscape evaluation is expanding to full-scale
coverage, no longer limited to a specific landscape, such as a park,
campus, or community, but to urban, regional, and even national
landscape assessment development. Furthermore, the objects of land
scape appraisal practice are becoming increasingly diverse and there
have been fruitful evaluation practices carried out in the rural landscape
(Lokocz et al., 2011; Sowinska et al., 2019; Sottini et al., 2019), coastal
landscape (Salameh, 2001; Pereira et al., 2019; Yi et al., 2021), road
landscape (Akbar et al., 2003; Chen and Li, 2021; Zheng et al., 2022),
forest landscape (Meitner et al., 2006; Liu et al., 2019; Jahani and
Rayegani, 2020) and park landscape (del Castillo et al., 2015; Gungor
and Polat, 2018; Du et al., 2020). Fig.8. Scenario outcomes for the 72 sample1 km2 squares of the clutter
ing indicator.
Fig. 7. Landscape cluttering per 100 × 100 m grid cell on a score from 0 to 80 (quantile classification) in the Netherlands (left image) and in an enlarged area
(IJsseldelta, right image) in the year 2000.
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N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
landscape assessment principles and the two scales of reference chosen using indicators requires a significant amount of multidisciplinary work
(objects and disciplines). and mutual contamination.
In the structured evaluation system, terms like mountains, polar re Technically, the use of GIS and 3D technology significantly expand
gions, deserts, swamps, tundra, and tropical rainforests are examples of the space–time scale of quality assessment and influence evaluation,
natural landscapes. Agricultural landscape refers to the agriculture, enhances evaluation accuracy, and increases the application value of
forestry, animal husbandry and fishery, etc. The rural landscape in these two types of research in landscape planning. Although conven
cludes rural communities or activity areas with buildings or structures tional media such as photographs have limitations, they are nonetheless
such as farms and villages. Urban landscape refers to the landscape with commonly employed in the process of public investigation due to
high building density, which is completely created by human activities, simplicity. Furthermore, network technology advancements have less
including industrial and commercial system, transportation system and ened the temporal and spatial constraints of group involvement, and
greening system (Naveh and Lieberman, 2013). augmented reality technologies have contributed new capacity to
enhance the reality of environment.
4. Conclusions and outlook With the fast advancement of computer technology, quantitative
evaluation would be an excellent method for landscape visual environ
By way of conclusion, this review concentrates on approaches and ment evaluation. The creation of the landscape visual environment, on
practical excise of landscape visual quality evaluation. We aim to the other hand, is a dynamic process, and the quantitative assessment
explore the methodologies, technologies, and tools of landscape evalu model has a one-sidedness that should be organically combined with
ation research in a systematic and comprehensive way. Especially, an non-quantitative methodologies. The link between the “empirical rela
overview of the methodologies used, as well as their benefits and tion system” and the “numerical relation system” is the key to the
drawbacks, is examined. Literature review of landscape evaluation integration of quantitative and non-quantitative approaches, and the
demonstrates that, to acquire objective results, landscape quality eval development of the connection mode may be anticipated to obtain a full
uation study should not rely just on expert opinions, but also consider assessment conclusion.
the physical, biological, and social aspects of users and the environment. While in the studies on landscape preferences, with the use of more
In this context, continuously renewed and revised analysis studies new technologies, evaluations tend to adopt new methods such as
focusing on cross-field complementarity provide a basis for developing behavior tracking, location, and neural simulation for people through
the landscape assessment system. The paper contributes to academic instruments rather than single scoring, questionnaire, and interview,
research by giving important insights into raise awareness of landscape thus lessening the influence of subjective factors and making the eval
evaluation methods and techniques and providing practical advice for uation results more objective. Furthermore, the application of evalua
their appropriate selection and application, in addition to encouraging tion techniques appears to take multiple approaches to evaluating some
discourse the professional community about this topic. Hence, further same landscape, or just the same method to evaluating several land
research should take the current findings into account. scapes of a kind. Alternatively, employ various approaches to assess
The current development trend of landscape visual quality evalua various sorts of landscapes, and then undertake associated regression
tion is multi-disciplinary crossover with the combination of diverse analysis to discover the rules and provide ideas for new evaluation
paradigms and models. Previously, the validity and reliability of the methods.
findings was questioned due to the difficulties of expressing multi- Although research on the assessment of landscape perception
dimensional landscape through pictures and the subjectivity of land (Generally both expert assessments and general public judgements) has
scape analysis, and the development of visual landscape research was been conducted for a long time, there are few empirical studies on vis
constrained. Current literature survey shows that the advancement of itors’ landscape perception and preference, and even fewer studies on
techniques and technology is increasingly overcoming this gap. Though the visualization of the landscape via representative options. In addition
there haven’t been many improvements in quality assessment, effect to visual, additional sensory components are also involved in perception
assessment, or preference research from a methodology standpoint, the of a landscape. Indeed, the auditory and olfactory senses have a big
research strategies launched on the integration of the user and the influence on people’s perceptions, which may explain why experts’
landscape from the perspectives of subject and object enhance the ob judgements are often different from that of the general public. However,
jectivity of the analysis results. there is no widely used and uniform research method at present. We now
Specialists from numerous disciplines have worked with the evalu have ways to measure auditory contribution thanks to increasing
ation and analysis of the various landscape elements. In the literature attention being paid to the soundscape, but the criteria are not well
under review, there are numerous instances of studies carried out by established enough for landscapes.
experts in either the landscape or the estimative disciplines. In both Despite the fact that the study emphasis has evolved from environ
cases, the studies are constrained by an inadequately interdisciplinary mental management to ecological management, the research goal of
and reductive approach, and the results are to some extent unsatisfac landscape visual quality assessment remains to investigate the influence
tory when viewed from the perspective of the individual disciplines. of landscape features and characteristics on landscape visual quality.
Therefore, studying the landscape for the goal of making an evaluation The significance of ecological environment issues has increased the
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N. Kang and C. Liu Ecological Indicators 142 (2022) 109174
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