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ABSTRACT

There is a keen interest in calculating spatial associations between two variables spanning the same study area. Many methods for calculating such associations have been proposed, but the case when both variables are categorical is underdeveloped despite the fact that many datasets of interest are in the form of either regionalizations or thematic maps. In this paper, we advance this case by adapting the so-called -measure method from its original information-theoretical formulation to the analysis of variance formulation which provides more insight for spatial analysis. We present a step-by-step derivation of the -measure from the perspective of the analysis of variance. The method produces three indices of global association and two sets of local association indicators which could be mapped to indicate spatial distribution of association strength. The open-source software for calculating all indices from vector datasets accompanies the paper. To showcase the utility of the -measure, we identified three different application contexts: comparative, associative, and derivative, and present an example of each of them. The -measure method has several advantages over the widely used Mapcurves method, it has clear interpretations in terms of mutual information as well as in terms of analysis of variance, it provides more precise assessment of association, it is ready-to-use through the accompanying software, and the examples given in the paper serves as a guide to the gamut of its possible applications. Two specific contributions stemming from our re-analysis of the -measure are the finding of the conceptual flaw in the Geographical Detector—a method to quantify associations between numerical and categorical spatial variables, and a proposal for the new, cartographically based algorithm for finding an optimal number of regions in clustering-derived regionalizations.

Disclosure statement

No potential conflict of interest was reported by the authors.

Additional information

Funding

This work was supported by the University of Cincinnati Space Exploration Institute.

Notes on contributors

J. Nowosad

Jakub Nowosad is a postdoctoral fellow at the Space Informatics Lab. His main research is focused on developing and applying data mining and pattern-based spatial methods to large datasets in order to broaden our understanding of processes and patterns in the environment. During his PhD he had worked on predicting pollen concentration of Corylus, Alnus, and Betula using machine learning and GIS. His research interests also include spatial analysis, statistics, and programming. Jakub is an avid R user and an active member of the R community.

T. F. Stepinski

Tomasz Stepinski is the Thomas Jefferson Chair Professor of Space Exploration at the University of Cincinnati and a Director of Space Informatics Lab. His recent area of research is a development of automated tools for intelligent and intuitive exploration of very large Earth and planetary datasets. He led the team who developed the GeoPAT2 – a toolbox for pattern-based spatial analysis. He is also interested in computational approaches to geodemographics, racial segregation and diversity.

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