Professional Documents
Culture Documents
Nigel C. Lewis
Designer
London, UK
This edition first published 2020
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10 9 8 7 6 5 4 3 2 1
To my family.
For Layla & Ettie, Amelia & Loe.
vii
Contents
Outline xix
Preface xxiii
6 The Senses 75
6.1 The System of Senses 75
6.2 The Senses 76
6.3 Further Senses 78
6.4 The Senses and Multi-Sensory Experience 81
6.5 Multi-Sensory Emotions, Feelings and Aspirations 83
6.6 Pleasure 85
Exhibit 6.1 The Human Ear 86
Exhibit 6.2 The Human Senses 88
Further Reading 89
18 Structure 323
18.1 Beginnings 323
18.2 Laws of Nature 323
Contents xiii
Appendix I.3.1 Ancient Settings – Europe, Near East, Asia and Americas 435
I.3.1.1 Neolithic Age 10 000–3000 BC – Mid East and Europe 435
I.3.1.2 Bronze Age 3000–1000 BC – Europe and Mid East 436
I.3.1.3 Ancient Iron Age 1000 BC to 0 AD – Mid East 437
I.3.1.4 Early Age 0–1000 AD – Europe and Mid East 439
I.3.1.5 Mesoamerica to 1500 AD 440
I.3.1.6 North America to 1500 AD 440
I.3.1.7 Asia and the Orient to 1500 AD 441
I.3.1.8 Africa to 1500 AD 443
I.3.1.9 Europe – Mediaeval Cities After 1000 AD 443
Further Reading 444
Photos 444
Appendix V.10.1 Pattern Language – Design and Human Needs (Illustration) 505
Further Reading 508
Appendices – Part VI 509
Appendix VIII.19.1 Building Materials and House Types in Vernacular Britain 537
VIII.19.1.1 Walling 537
VIII.19.1.2 Roofing 540
VIII.19.1.3 Types – Plan and Section 542
Further Reading 546
Photos 547
Appendix VIII.19.4 Historic Ecclesiastic and Civic Buildings; Geometric Modern and
Iconic Modern US Buildings 569
VIII.19.4.1 Historic Ecclesiastical Buildings 569
VIII.19.4.2 Historic Civic Buildings 571
Photos 574
VIII.19.4.3 Modern Geometric Buildings 581
VIII.19.4.4 Modern Iconic Tower Buildings 588
Appendices – Part IX 593
Index 617
xix
Outline
This is the path that we are seeking, given the natural context and surroundings, through
informed human understanding to determine better ways in which built form may be cre-
ated, in order to respond to the actual human and behavioural requirements as demanded
in their particular environment and natural setting(s).
In one simple word, it is this good ‘fit’ and fittingness that designers should aspire to, in
order to achieve attainment of defined goals and objectives of users of the built form in a
particular setting that also has a ‘spirit of place’.
Hence, the challenges of the process are how to recognise essential human needs, to achieve
given spatial requirements, to satisfy the defined ‘programme’ and to fulfil all of these users’
needs.
In order to do this, we need a better behavioural understanding, which should be developed
at a human level – we are centred in this world and we perceive everything from our own
individual perspective.
Thence, the initial task is to better explore our own understanding of the world – through all
of our ‘senses’, with perception of the immediate environment through our brain and eyes,
and via our visual, tactile and audible sensations. Thus, through our individual sensing of
the world and personal feelings, and through deeper understanding and use of memory, we
can assemble clearer pictures and meanings of our individual space.
For this, it is important to extend our understanding of the perceptual experience of built
form by exploring different theories of perception of space and time. The mind is a complex
organism and is pivotal with all our senses in the understanding and aesthetic appreciation
and interpretation of form and place.
In order to do this, we need to explore the ‘language of form’ and to find the best ways not
only to assess but also to express our feelings in the appreciation of ‘good’ form. The world
constitutes boundless three-dimensional natural space, yet the creation of ‘place’ through
the careful design, shaping and placing of man-made objects and forms is one of the key
challenges in the present world.
Not just the creation of any place, but rather the creation of places and centres that have
life, delight and sense of order, and which are uplifting to the human spirit. Here we have to
delve deeper, for example, into Gestalt psychology to assess lines, shapes, colours, patterns
and forms, which, when developed systematically and created tectonically, can lead to real
‘genius loci’.
On this basis, the process of design and composition is explored further, whereby, through
appropriate language and the application of a grammar of design and fitting syntax, the
physical size and shapes of built form can be better created, appreciated and experienced.
Outline xxi
Here discussion of order, proportion, symmetry, rhythm, harmony and ‘wholes’ is impor-
tant, which can be applied in a rigorous design process from a human perspective.
Design strategies, approaches and methodologies are explored, and a hierarchical set of
rules, canons or ordering principles have been developed, which address composition and
configuration, massing and volumes, organisation and geometry, function and circulation,
all of which are instrumental in the creation of attractive form with harmony and balance
and having ‘good fit’ and ‘human spirit’.
the importance of the historical context, regional context, ecological and climatic envi-
ronment and the interface with man’s behaviour and basic human needs (Human
Needs).
xxii Outline
assesses all of the perceptual senses and feelings in ‘being’ of the world. It addresses
human behaviour and outlines the mechanics of vision and the importance of other
senses and feelings (Neurological Senses).
● Part III addresses the perceptual experience of man-made form and different theories
of perception of form and aesthetics. It addresses configuration and the need for order
and balance, and Gestalt principles (Principles of Configuration).
● Part IV provides an overview of design language and grammar, in addressing design
and order and different elements in the creation of form. This includes the grammar
of design and syntax, composition of form, aesthetic judgement and beauty (Principles
of Composition).
● Part V addresses design processes, strategy and methodological approaches to design.
It addresses the ‘programme’ and user needs and spatial requirements. It addresses
different design approaches and design requirements and the importance of order and
self-conscious design, ‘wholes’ and centres having life and spirit (Pattern Language).
Section III – Form, Function and Fit
● Part VI addresses a set of design rules for form that relates to use, function and fit,
both individually and grouped. From a wide cultural perspective, this includes build-
ings of different use and form types and in particular dwellings, which constitute the
vital essence of home life and community (Principles of Assembly).
● Part IX summarises and extensively illustrates examples of ‘good’ urban form. This
Preface
Natural Environment
In an increasingly overpopulated and congested globe, within a planet having finite sources,
humankind is centred in this world. Whilst adapting to the natural habitat and using found
materials, in organising and developing their own techniques, humans have created their
own shelter and forms of dwelling in different regions and have been able to advance to the
level of civilisation that we find ourselves in today.
Human Senses
This has been possible through the use of our brain and mind to learn and understand and
to organise ourselves, using our individual senses to create a man-made habitat that fits
within the natural environment, and affords us the numerous activities that we are now
able and wish to pursue.
From the earliest survival needs to physiological and security needs, with sophistication
we now are more focused on well-being, belongingness, esteem and self-actualisation moti-
vations. In this way, we have developed our own cognitive abilities and are starting to better
understand our neuro-biological system and individual senses.
Whilst most emphasis has been on vision and the visual system, we continue to seek to
better understand our perceptual experiences incorporating all of our other aural, tactile
and olfactory sensing in the modern world.
Man-Made Settings
In terms of buildings around us, we react and adapt differently under varying spatial and
temporal conditions, as our mood and feelings are invariably shaped by our surroundings.
Whilst being dependent on climate in our regional context, we are able to adapt our set-
tings to best suit our intended activities and purposes. However, in order to exert control
over dull or monotonous development, we require not only consensus as to general uses but
also affirmation as to the size, shape, order and balance of built form, and also its structure,
materials and sustainability.
xxiv Preface
This leads us to the search for better design, organisation, and implementation of built facil-
ities that not only enhance our life experiences but also are themselves fit for purpose. Such
self-conscious design needs to be able to create uplifting spaces as ‘wholes’, having a sense
of place, which all users and observers, not just a particular sub-group, can recognise and
enjoy with delight.
To this end, the goal is, through better understanding of the human body, the brain and
eyes and visual and related senses, to develop a design language, with associated grammar
and syntax, which can be used such as to enable an enhanced design process to be pursued.
Design Approach
Building upon earlier knowledge and detailed historical experience, a set of ordering prin-
ciples relating to design have been derived, which may be considered as useful pillars upon
which an integrated and more objective process of design and order may be developed.
Whilst not fully comprehensive, they are considered as fundamental building blocks for
an integrated process of design, which often appears to have been neglected. Design is a
mysterious, multi-faceted and recursive process that requires detailed embedded knowl-
edge and research. However, built and urban forms have different roles and purposes, and
differing requirements for groups of users, in order to afford desired features in varied set-
tings.
Such ‘affordances’ not only need to serve their purposes and users well but also need to
be able to create harmonious and cerebral personal experiences that result in the creation
of recognised places having ‘genius loci’.
Principles
It is to be hoped therefore that by focusing attention on such details and ordering, the con-
cerning twelve (12) principles or canons are:
● Configuration
● Composition
● Articulation and conjugation
● Proportion and symmetry
● Rhythm and harmony
● Organisation and arrangement
● Function and purpose
● Communication and circulation
● Colour and contrast
● Structure
● Assembly
● Emplacement
Preface xxv
Configuration Composition
Articulation
Structure
Emplacement
Assembly
Proportion
Rhythm Organisation Function
All of these are detailed in separate exhibits to each chapter; such that these can be used
to assist to promote, challenge and extend designers’ thinking in the realisation of better
developed and more stimulating resultant built and urban form.
Section I
The Environment
3
Part I
Now in the Anthropocene, it has taken many generations to determine that we, with our
animal cousins, inhabit a spherical earth, which is in regular orbit in the solar system. As
a result of this, we benefit not only from the sun’s radiation and hydrological rains but also
enjoy the different seasons in rotation in different regions around the world.
Small as we are in relative scale to the globe, in our immediate presence, we perceive the
earth to be flat that lies in front of us – horizontally the earth, the sky and the horizon – our
eyes transmit a photographic two-dimensional image to our brain, which frames the natural
scene ahead of us.
It is this very interaction between the sky and the earth, or the sea, in nature that creates
the landscape and pattern of images in front of us. At this junction, the marriage of natural
features creates the magical world around us.
Typically, the earth is an undulating ground, which is varied and discontinuous, having
different reliefs and different soils with varied patterns and texture.
The sky, although really hemi-spherical, is perceived linearly and is constantly changing
in colour – although predominantly blue, grey or white with shapes and patterns according
to the cloud formation.
The rising and setting of the sun and the temporal rhythm create the varying degrees of
light and shadows and illuminations of the landscape. The air quality, haze and humidity
constantly change according to the angle of the sun and wind, and geographical location.
In all, from our individual perception, the whole landscape and environment is constantly
changing in the greens, browns and yellows under varying natural forces on a daily basis.
The view of such natural places although fixed for each of us is therefore mutable and con-
tinuously changing every day. The landscape is characterised by an indefinite multitude of
different scenes, constantly changing in both hue and colour.
Design and Order: Perceptual Experience of Built Form - Principles in the planning and making of place,
First Edition. Nigel C. Lewis.
© 2020 John Wiley & Sons Ltd. Published 2020 by John Wiley & Sons Ltd.
6 1 Natural Sites and Places
forest, desert, scrub or savannah. The presence of water in the form of rivers, lakes or sea
creates a significant feature, shape and colour in the landscape.
The whole setting is dependent on the topography of a place, the surface relief and its
extension into adjoining space. As examples, there may be the mountain range, rolling hills,
undulating plains, the forests, seas and lakes, each unique in their own context varying in
texture, colour and vegetation.
Often the presence of water creates edges with adjoining land, which forms distinctive
shapes or figures in the landscape. This may define the sense of place and, depending on
the configuration, also acts as a centre of the scene.
Again, orientation is significant, relative to the cardinal points and axis of the sun, which
determine the illumination of a setting. Hence, the special properties or characteristics
of the landscape start to be determined from its particular setting and prevailing natural
features.
This will tend to result in a form that ‘wants to be’ and belong in its natural setting, and
through its orientation, articulation, function and identification fits comfortably into the
context given by nature. ‘We dwell in the landscape and the landscape dwells in us’.
So humans, taking essential human needs into consideration, rooted in the local environ-
ment, in response created early structures so as to provide shelter and protection. Over time,
inhabitants reconfigured man-made forms according to their own lives and the particular
ways in which they dwelt. Hence, the built form reflected their human presence and they
continued to best shape buildings according to the setting, climate and materials available
locally.
From their primary purpose of affording shelter, gradually buildings came to act as vehi-
cles for dwelling in and on the ground and for nurturing family units and acting as their
centre of human existence. And as they were added to and expanded, this in time created
small groupings and community.
This act of ‘dwelling’ leads to the creation of ‘place’ appreciated through human exis-
tence – in other words, places came to be identified and exist through use and experience,
due to different individual perceptions of place. Such places are made particular by individ-
uals in many different ways, which reflect their different ways of life and activities. And in
due course, such places derive a sense of meaning that is attached in reflecting their purpose
or sense of association.
perspective, at that particular point in time and space. Norberg-Schulz has described con-
ceptual space as follows:
– ‘Pragmatic’ space as the environment and surrounding objects that facilitate physical
action.
– ‘Perceptual’ space that reflects the immediate environment and man’s orientation.
– ‘Abstract’ space that is physical space as described mathematically.
– ‘Cognitive’ space as thoughtful experience of the abstract relations between man’s affec-
tive behaviour and environment.
– ‘Existential’ space in his own image of the environment within which he interacts.
Contrastingly, tangible architectural space is described as an expressive space that is cre-
ated by oneself and adapted to one’s own particular needs.
Space exists and can be described in differing ways, such as open space, surrounding
space, hollowed-out space, concrete space, enclosed space, etc., according to the environ-
ment and objects or built form located within it.
As a result, one has subjective architectural experiences in interacting in different physi-
cal environments. This is the beginning of different sensations of space and resulting ‘place’
that comes about in being or entering different environments. These resulting images then
start to create a particular sense of ‘place’ and meaning for different users.
Further Reading
From very distinct climatic differences in different zones, basic forms of traditional shelter
developed in quite different manners.
From the igloo of the Inuit tribes in Northern Canada, the reed and grass coverings for
the Pacific Islanders, to the stick and canvas tents for nomadic African tribes and aboriginal
peoples, necessarily the form and the look of these quite different solutions varied consid-
erably. In accordance with the climatic region and the available natural local materials,
different indigenous types of built forms started to evolve.
Design and Order: Perceptual Experience of Built Form - Principles in the planning and making of place,
First Edition. Nigel C. Lewis.
© 2020 John Wiley & Sons Ltd. Published 2020 by John Wiley & Sons Ltd.
12 2 Ecological and Climatic Context and Basic Protection Needs
2.2.1 Rock
Earliest evidence of human settlement is found in the caves in Lascaux, France. Both across
Cappadocia and Anatolia in Turkey and Andalusia in Spain, networks of caves were adapted
to serve as ‘homes’, and in Honan, China, areas of loess silt were carved and excavated to
create dwellings.
2.2.2 Stone
In the Mediterranean, in Greek Islands and Italian hill towns, the presence of stone was
incorporated around the natural rock to create homes and dwellings, with vaulting.
2.2.3 Clay
In Mali, the presence of clay was used to create earth buildings, which could be regularly
maintained with mud renewal. Similarly, for the Pueblo, Mexico and in Yemen, vertical
towers were built to benefit from capturing the wind to cool buildings from the intense heat.
2.2.4 Brick
Earliest bricks were made from mud and adobe, but as techniques with materials developed,
clays were filtered to create rich and differently coloured styles of bricks. In different forms,
of fortress or dwelling, bricks were used to construct different protected enclosures.
2.2.5 Timber
In North America, the forests of British Columbia were sourced for strong timbers,
and longhouses and American log cabins were built. In a similar way, Maori houses in
New Zealand, dwelling houses in Bali in the Pacific, minka houses in Japan, round houses
in Samoa and tree houses in New Guinea all profited from the rich growth of hardwoods
in these regions.
Hence, different types of traditional vernacular buildings started to evolve requiring dif-
fering craft and artisanal skills in response to the local culture, traditions, rituals and use
requirements of different people using locally found materials1 .
1 As nations have passed through different stages of development, we are now encountering re-use of
basic materials from card and wood, and manufactured items such as bottles, cans, steel and tyres.
2.5 Theory of Human Needs 15
Thus, the built form is to be considered to reflect the patterns of behaviour and the
emotional needs of the community. In terms of perception, besides the physiological and
psychological requirements, the needs of sensory stimulation and social interaction and
communication are to be satisfied. Hence, there is a need for identity and formation of
‘place’ to create a domain for human habitation, in affording shelter and comfort, and
satisfaction of the majority of essential human needs.
In seeking to establish a series of basic human needs dependent on a chosen discipline, the
framework is geared to the mode of enquiry. Maslow’s ‘hierarchy of needs’ is the dominant
theory and was written under the heading ‘Theory of human motivation’. His five principal
basic needs emanate from a desire to understand behavioural patterns from a psychological
perspective, as he presented a fundamental basis of motivation, along with a sixth sense
concerning intellectual desire (see Exhibit 2.1).
Essential needs
Physiological Physical Survival Physical Shelter and Shelter
security, security
sexual
satisfaction
Safety and Security, Safety Social Privacy,
security, order, safety contract territoriality
orientation in
society
Belonging Securing of Identity Belonging, Symbolic Community,
love participation identification access to
services
Esteem Recognition — Affection, Growth, Personalisation
status, respect pleasure
Self- — Capacity for Self-fulfilment — Freedom of
actualisation freedom of choice
choice
Figure 2.1 Essential basic needs. Source: Reproduced with permission of Jon Lang, Urban Design’.
16 2 Ecological and Climatic Context and Basic Protection Needs
Aesthetic Needs
Cognitive Needs
Esteem Needs
Safety Needs
Physiological Needs
Leighton used terminology of ‘essential striving sentiments’, each of which has differing
probabilities and importance. It is quite difficult to adopt this theory of sentiments into
a universal statement of needs. Erikson’s ‘eight stages of man’ analyse the psychological
individual identities at each stage of the life cycle. Cantril’s ‘pattern of human concerns’
reflects changes according to the stage of the life cycle and highlights certain commonalities
of human concern. All of these do essentially support Maslow’s basic theory of human needs
and motivation (see Figure 2.1).
Accordingly, Maslow explains that having established his categories of needs, they are
interrelated to a ‘hierarchy of pre-potency’. ‘The most pre-potent goal will monopolise con-
sciousness … (such that) when a need is fairly well satisfied, the next pre-potency (higher)
need emerges’. Thus, the chosen needs are ordered in such a fashion that this evolution of
needs will occur in accordance as they are satisfied (see Figure 2.2).
These hierarchies may differ between individuals and cultures according to certain
behavioural conditions, and in consequence evidence themselves to differing degrees.
Despite these relative variations, any thwarting of these basic human goals is con-
sidered to be a psychological threat and accordingly the hierarchy reflects general
aspirations and human behaviour. This helps to define a framework of human needs
to which our man-made environment aims to contribute in order to assist in fulfilment
(Figure 2.3).
2.5 Theory of Human Needs 17
Freedom
1 2 3 4
Physiology Safety
Moral
Order
5 6 7 8 9 10 11 12
Body
Belonging - Esteem
Affiliation
Mind Head
13 14 15 16 17 18
Aesthetic Cognitive
19 20 21 22 23 24
Self-actualisation
1 Equality 25 26 27
2 Justice
3 Liberty
4 Humanitarianism 16 Possession of self-esteem
17 To be held in esteem by others
5 Survival, food & water, homeostatis 18 To secure recognition
6 Health & physical development
7 Sleep, relaxation & exercise 19 To sense natural & man-made environments
8 Sense of fulfilment 20 To sense beauty & delight
21 To recognise formal aesthetics
9 Protection from natural elements
10 Protection from the artificial 22 To exhibit perception
11 Protection from human elements 23 To fulfil the intellect
12 Sustained feeling of security 24 To learn and seek meaning
Physiological
This contains essential categories necessary for enabling the sustenance of human life,
that is, eating and drinking, and the input of oxygen, food and water to fulfil the body’s
biological functions. Also necessary are further individual behavioural activities of loco-
motion, walking, resting and sleeping.
The behavioural pattern linking the hierarchy is safety, which becomes the next level
of pre-potency.
(For each category, the basic need as stated is shown in the diagram, Figure 2.2, fol-
lowed by a behavioural pattern in verbal form.)
Safety/Security
More intuitive elements of need are used to describe the behavioural patterns of safety.
The linking pattern in the hierarchy is Leighton’s sentiment of ‘having a sense of belong-
ing to a moral order’, which qualifies each individual need.
Love/Belonging
As another need, love and belonging is divided into categories of giving and receiving.
Self-Esteem/Esteem of Others
This category of need is divided between the individual’s possession of one’s own
self-esteem and need also to be held in self-esteem by others.
Self-Actualisation
This in part is related to the self-esteem category mentioned earlier. In addition, indi-
vidual behaviour patterns and those related to social relationships are identified. This
category leads to subsequent cognitive intellectual needs.
Further Reading 19
Cognitive/Aesthetic Needs
These needs are separated according to perceptual, intellectual and learning categories.
All of the above-mentioned ‘needs’ are considered to constitute a useful framework for
the definition of basic human needs. In general, each need must be satisfied before the
next need can fully motivate us, as in the daily life of activities we ascend and descend
the ladder searching for fulfilment.
Further Reading
Design and Order: Perceptual Experience of Built Form - Principles in the planning and making of place,
First Edition. Nigel C. Lewis.
© 2020 John Wiley & Sons Ltd. Published 2020 by John Wiley & Sons Ltd.
22 3 Historical and Regional Development
3.2.4 Africa
Across continental Africa with its numerous tribes, settlements developed around rivers,
coastal enclaves, lakes, lacustrine developments and the Great Rift Valley.
Africa
Benin Thatch/wattle Rectangular/stilts Lake
Tolek Mousgoum Cameroon Mud Hut Parabolic 1800
Pygmy Congo
Nilotic Egypt
Bushmen Kalahari Desert
Masai Kenya Straw Hut Ogival
Kikuyu Kenya Circular
Basuto Lesotho Hut Mountain
Dogon Mali Mud Rectangular 1800
Yoruba Nigeria
Indlu Zulu South Africa Thatch/grass Beehive Circular 1800
Batammaliba Togo Earth/plaster Roundhouse Circular 1800
Asia
Bedouin Arabia Canvas Tented Rectangular 0 Desert
Yao Dong Shanxi China Silt/cave Rectangular 1000 Hill
Tulou Fujian China Earth/bamboo Circular 1600
India Brick/stone Ponds Stepped 1000
Iran
Minka Japan Wood/bamboo Rectangular 1500
Marsh Arab Mesopotamia Reed Woven Barrel 0 Lake
Ger/yurt Mongol Mongolia Willow/mat Circular 1000 Steppe
Izba Russia Timber/log Rectangular 1600
Lhasa Tibet Wood/earth Rectangular 1500
Boyko Carpathian Ukraine Timber/log Dome 1500
Yemen Tower Rectangular 1000
Australasia
Aborigine Australia Thatch/stick Circular
Kuren Bali Bamboo Post/beam Rectangular Island
Fiji Wood Piling Rectangular
Tongkonan Toraja Indonesia Thatch Saddleback
Korowai Irian Jaya Banyan/thatch Rectangular/tree house Forest
Minka Japan Wood/thatch Triangular
Malaysia
Kalaba New Guinea Stilts Water
Maori New Zealand
Polynesian Polynesia Island
Kalinga Philippines Bamboo/wood Octangular
Samoa Net/coral Hut Circular
North
America
Igloo Eskimo Arctic Ice/snow Excavation Circular/spiral Artic
Tipi Navajo America Canvas/pole Conical
America Log Rectangular 1650
Pueblo New Mexico Adobe Rectangular 750 Desert
Haida Canada Timber/log Beam/plank Rectangular
Caribbean Caribbean Island
Country/ Material for Type of Period
Name Tribe Region Continent dwelling technique Form (BC) Site
South
America
Urus Bolivia Reed Rectangular
Amazon Brazil River
Paisa Colombia Bamboo Rectangular
Maya Mexico Stone Tiered Stepped
Tzotzil Mexico Thatch Pyramid
Urus Peru Reed Rectangular Lake
Europe
Saxon England Wood Cruck Triangular 1200
Devon England Cob/clay Rectangular 1500
Borie France Stone Drystone Circular/rectangular 1700
Greece Stone Dome Megaron Island
Dutch Holland Brick/thatch Barn Rectangular 1500
Trullo Apulia Italy Stone Conical 1000
Gamme Sami Norway Poles/turf Domed Round 1000
Hebridean Scotland Stone/thatch House Rectangular 1800
Cappadocia Turkey Rock cave Carving Conical 500 Cave
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the disease would be greatly furthered if competent epidemiologists
should see fit to devote their entire time to a study of the disease in
its various ramifications. The author suggests a research
organization of individuals whose function it would be to become
completely acquainted with influenza. The organization should be
under the direction of a competent board of epidemiologists. Under
them would work several groups composed of epidemiologists,
bacteriologists and others. There should be sufficient groups so that
they might be distributed to diverse regions of the earth. They should
be equipped for travel, with mobile bacteriologic laboratories and all
the necessary equipment for epidemiologic surveys, so that at a
moment’s notice they could proceed to wherever an epidemic of any
disease simulating influenza is reported to be prevalent. The working
groups would be under the administrative control of the central
directors and would make their reports to them. All groups should be
so distributed geographically as to have easy and rapid access to any
community in which an epidemic might occur. They would keep
themselves informed concerning the disease prevalence in all
communities under their jurisdiction. This would be done through
the co-operation of the civil health authorities and through the
utilization of all other available sources of information. The central
board should be constantly in touch with the groups, so that the
infectious disease prevalence in all parts of the world would be
known at all times.
Had such an organization been in existence during the last thirty
years, every one of the so-called influenza epidemics reported in one
place or another would have been investigated. Detailed
epidemiologic, statistical, demographic and bacteriologic reports
would have been made. It matters little how small or insignificant
the outbreak appears to be. Even the smallest have their
characteristic features and are worthy of study. If we study epidemic
influenza but once in thirty years, we will never become well
acquainted with the disease. We must see it repeatedly and
frequently. If it does not exist during the intervals we must study the
diseases simulating it. It is surprising how much of the knowledge
acquired in 1889 was forgotten by 1918. Even some of the more
important features had passed from memory. Thus we find
statements in 1918 that the age morbidity was quite different from
that in all preceding epidemics. Research into the literature of the
past does not corroborate this impression.
If influenza is scattered throughout the earth in mild form, it
would avail us but little to send a commission to Bokhara to study
the endemic focus supposed by some to exist in Turkestan. Even
though the disease were endemic in that country, one would not
expect to discover epidemics there. The general immunity of the
population in the endemic area is probably increased. Nevertheless
one unit might well be stationed in Turkestan, there to study the
existing conditions regarding infectious diseases.
There would be ample work for all groups at all times. The study
would not be limited to a consideration of infectious diseases.
Sociologic conditions may be of importance. We have recorded
instances of this. Wherever there is an unusual concentration of large
masses of individuals the investigators should study the results of
such concentration.
An advantage of this organization would be that the groups
through their central bureau would establish an information bureau
of infectious disease prevalence analogous to the popular weather
bureau of today. They would report the presence of a cloud before it
had appeared on the local horizon.
In the absence of any epidemics resembling influenza, there would
be abundant opportunity for correlated work. We have mentioned
the epidemiologic resemblances between influenza and certain other
infectious diseases. Comparative study of any or all of them is of
importance. The bacteriologist and the immunologist would find
plenty of material in the study of measles prevalences. The two
diseases are so similar in their manner of spread, in the probable
mode of transmission, in their clinical characteristics and in the
results of laboratory attempts at transmission, that one must assume
that the causative viruses are not dissimilar. Any new facts that we
may gain concerning measles will be of value in the study of
influenza.
Many years could be well devoted merely to a study of immunity in
influenza.
The results obtained by this proposed organization for the
investigation of influenza would be slow in achievement. The study is
not of a type calculated to appeal to the popular imagination.
Communities in which the dread of an imminent pestilence is not
present would subscribe with some hesitation to appeals for
pecuniary assistance. Fortunately, however, there are in existence
several organizations already well developed along these lines,
organizations chiefly interested in certain other diseases. There can
be no doubt but that at the present time the financing of such a
broad project could be arranged, and that the groups could be
efficiently organized on the basis of experience already gained in
similar projects.
Crookshank well remarks that our present epidemiologic
intelligence service is hardly superior to that of a Meteorologic Office
which only gives warning of rain when unfurled umbrellas pass along
the street. Influenza will surely return. There will be mild epidemics
within the next few years. In time another pandemic will arrive, and
after it will come pandemic after pandemic. In 1918 as in 1889 we
were caught unprepared. Let us do our utmost to prevent the
recurrence of this tragedy. To delay is to loose the valuable
information gained during the last two years. The future is not
without well grounded hope, but success will not be achieved until
we have attained a much deeper understanding of the epidemiology
of influenza.
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