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  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>Spatial Knowledge and Information Canada</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <title-group>
        <article-title>Web Maps for Global Data Visualization: Does Mercator Matter?</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>SAM LUMLEY</string-name>
          <email>sam.lumley@mail.mcgill.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>RENEE SIEBER</string-name>
          <email>renee.sieber@mcgill.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Geography, School of Environment, McGill University</institution>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2019</year>
      </pub-date>
      <volume>7</volume>
      <issue>1</issue>
      <abstract>
        <p>The Mercator projection has become a standard across web mapping platforms, but has long been considered inappropriate for global data display due to its distortion of high latitude areas. With the ever-rising popularity of web maps, the Mercator projection has seen a resurgence in its use for spatial data visualizations. In this study we investigated the implications of the area distortion effects of the Mercator projection for public data interpretation. We recruited 120 participants via Amazon's Mechanical Turk platform to complete an online survey assessing their ability to identify and account for the distortion effects. Participants were asked to estimate the areas covered by five colored regions on a global map, having been split into a control group using an equal-area projection and a treatment group using a Mercator projection. On average, participants did not discount for the projection and their data interpretation differed between the two conditions as a result. Our findings provide an empirical basis for the distortion effects of the Mercator projection currently used in web maps, and further implicate its appropriateness for displaying global data. More broadly, they introduce experimental methods for research exploring cartographic biases in non-expert groups.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <sec id="sec-1-1">
        <title>1.1 Web maps for data visualization</title>
        <p>
          Web map visualization describes the
interactive display of geographic
information on a computer-based map
          <xref ref-type="bibr" rid="ref15">(Kraak &amp; Brown, 2014)</xref>
          . By giving users an
intuitive schema for navigation, web maps
represent a popular communication tool for
sharing spatial information
          <xref ref-type="bibr" rid="ref12 ref7">(Elwood, 2011;
Johnson &amp; Sieber, 2012)</xref>
          . Further, the
development of map tiling services over the
past decade has dramatically reduced the
computational demands for data retrieval
and display
          <xref ref-type="bibr" rid="ref9">(Haklay, Singleton, &amp; Parker,
2008)</xref>
          , enabling user-friendly interaction
and serving the information seeking
Mantra: “overview first, details on demand”
          <xref ref-type="bibr" rid="ref26">(Shneiderman, 1996)</xref>
          .
        </p>
        <p>
          As a result, there is a growing adoption of
web mapping applications, such as Google
Maps, OpenLayers and Mapbox APIs, in
public data portals and interactive maps
          <xref ref-type="bibr" rid="ref5">(Batty, Hudson-Smith, Milton, &amp; Crooks,
2010)</xref>
          . This resurgence demands further
research into the perceptual implications of
the Mercator projection’s area distortions.
Understanding how such representational
features influence public data interpretation
represents a critical issue in GIScience, and
will be key to improving cartographic
communication more generally.
        </p>
      </sec>
      <sec id="sec-1-2">
        <title>1.2 Mercator in web maps</title>
        <p>
          The Mercator projection has become the
standard across web mapping applications
          <xref ref-type="bibr" rid="ref2">(Battersby, Finn, Usery, &amp; Yamamoto,
2014)</xref>
          . The preservation of angles
(conformality) and universally upward
pointing north (cylindricality) make it
ideally suited for street mapping services
(Strebe, 2012). The variant used in web
mapping represents the earth as a square at
its lowest zoom level by truncating each pole
by 5°. These properties come at the expense
of area distortions that increase from the
equator to the poles.
        </p>
        <p>
          While mapping platforms provide a
powerful and convenient tool for data
visualization, past research has shown that
even experienced users can struggle to
compensate for distortions when making
on-the-spot judgements
          <xref ref-type="bibr" rid="ref18 ref6">(Downs &amp; Liben,
1991; MacEachren, 2004)</xref>
          . The “Mercator
Effect” predicts that people overemphasize
the importance of the enlarged high latitude
regions
          <xref ref-type="bibr" rid="ref24">(Saarinen, 1988)</xref>
          , which can lead to
an inaccurate interpretation of any global
data being overlaid. Critical geographers
further argue that the distortion and
orientation effects have served to reinforce
European colonialism
          <xref ref-type="bibr" rid="ref10">(Harpold, 1999)</xref>
          , and
more recently new forms of ‘digital
imperialism’
          <xref ref-type="bibr" rid="ref8">(Farman, 2010)</xref>
          .
        </p>
        <p>
          For this reason, the Mercator projection has
long been renounced for use in scientific
visualization on the grounds that its area
distortions mislead map readers
          <xref ref-type="bibr" rid="ref23">(Robinson,
1966)</xref>
          . Despite this turbulent history and
recent resurgence, there are still relatively
few empirical studies investigating the
cognitive implications of map projections
for data display
          <xref ref-type="bibr" rid="ref2">(Battersby et al., 2014)</xref>
          .
Further, it is unclear whether past results
remain relevant
          <xref ref-type="bibr" rid="ref20">(Montello, Waller, Hegarty,
&amp; Richardson, 2004)</xref>
          , particularly in light of
recent mapping technologies
          <xref ref-type="bibr" rid="ref17">(Lapon, Ooms,
&amp; Maeyer, 2017)</xref>
          . Digital interfaces offer
new opportunities and new modalities
through which people can engage with
spatial data
          <xref ref-type="bibr" rid="ref9">(Haklay et al., 2008)</xref>
          . The
resulting shifts in use warrant further
investigation.
        </p>
        <p>
          A recent body of research has begun to
explore these implications. Notably,
          <xref ref-type="bibr" rid="ref4">(Battersby &amp; Montello, 2009)</xref>
          investigated
the influence of map projections on
globalscale cognitive maps. Their results from 194
student participants’ area estimations of
world regions suggested that projection
choice had a lower-than-expected impact on
cognitive maps, a finding further explicated
in a follow up review by
          <xref ref-type="bibr" rid="ref2">Battersby et al.
(2014)</xref>
          . Aside from a study on map
projection preferences
          <xref ref-type="bibr" rid="ref25">(Šavrič, Jenny,
White, &amp; Strebe, 2015)</xref>
          , most recent
experimental research on map projections
has been focused on academic or expert
populations. As the number of web mapping
applications used to display scientific data
rises, it will be increasingly important to
understand the implications of projection
choices in digital interfaces for non-expert
audiences
          <xref ref-type="bibr" rid="ref21 ref27">(Nocke, Flechsig, &amp; Bohm, 2007;
Slocum et al., 2001)</xref>
          , a primary objective of
the present study.
        </p>
      </sec>
      <sec id="sec-1-3">
        <title>1.3 The present study</title>
        <p>This study assesses the influence of the
Mercator projection on area estimation and
data interpretation in non-expert audiences.
Specifically, we were interested in whether
people identify the distortions, and if they
do, how able they are to account for them.
This question was addressed through an
online experimental survey exploring
impacts on area-based judgements about
global geospatial data. To this end, we
advanced two hypotheses: (1) individuals
making on-the-fly judgements about spatial
data presented on a map are unlikely to
identify or correct for projection distortions
and; (2) even if individuals are aware of the
distortions, they will struggle to accurately
convert back to the corresponding areas.</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>2. Methods and Data:</title>
      <sec id="sec-2-1">
        <title>2.1 Participants</title>
        <p>
          Participants (N = 120) were recruited using
Amazon’s Mechanical Turk online hiring
platform
          <xref ref-type="bibr" rid="ref1">(Amazon, 2014)</xref>
          . Mechanical Turk
is a well-established recruitment tool used
widely in social science research (Berinsky
et al., 2012; Litman et al., 2017), and has
been implemented successfully in
cartographic research more recently
          <xref ref-type="bibr" rid="ref22">(e.g.
Retchless &amp; Brewer, 2015; Šavrič et al.,
2015)</xref>
          . All of our respondents were adults
living in the United States and participated
through a Qualtrics online survey. Our
sample had a mean self-reported age of 35
years (SD = 13.0), with 29% female and 42%
with a bachelor’s degree as their highest
attained level of education. Participants
were offered $1.00 for completing the
survey, plus a $0.50 performance-based
bonus. After eliminating responses with
incomplete or unusable answers, we
retained 113 valid responses.
        </p>
      </sec>
      <sec id="sec-2-2">
        <title>2.2 Design</title>
        <p>Participants were randomly assigned to one
of two conditions: a treatment condition
using a Mercator version of the map (N =
60) and a control condition using an
equalarea (Lambert cylindrical) version (N = 53).
The control map projection was chosen
because areas could be compared at
facevalue across the image, while also being a
commonly used projection (Šavrič et al.,
2015).</p>
        <p>
          The data used in the map visualizations was
derived from a global temperature dataset
downloaded from the University of East
Anglia Climatic Research Unit’s website
          <xref ref-type="bibr" rid="ref13">(Jones, New, Parker, Martin, &amp; Rigor,
1999)</xref>
          . The data was interpolated and
colorquantized to produce five lateral regions
that emphasized the Mercator Effect, and
then overlaid on a country outline map.
Figure 1.0 shows a greyscale version the two
map projections given to participants. We
used the Image Color Summarizer tool
          <xref ref-type="bibr" rid="ref16">(Krzywinski, 2016)</xref>
          to calculate the
facevalue areas for each shaded region,
measured as a percentage of the entire
image, such that the face-value areas for the
control map represented the undistorted
area values.
        </p>
      </sec>
      <sec id="sec-2-3">
        <title>2.3 Procedure</title>
        <p>To investigate the effects of projection
choice on data interpretation, we designed
an area estimation and threat perception
task. Participants were shown a global-scale
map with categorical data displayed (Figure
1.0), which they were told represented the
presence of five different pollutants over the
earth’s surface. This construction
corresponded closely enough to a relatable
real-world example, but was abstract
enough for participants to engage without
strong prior perceptions influencing their
responses (a common problem encountered
during our pilot surveys which used a
temperature labelling scheme). Participants
were asked to estimate the total area
covered by each of the five pollutants.
Further interpretation of the data was
evaluated by asking respondents to choose
which of two particular colored pollutants
they perceived to be a greater threat to the
earth.</p>
        <p>Participants were next given a short
explanation of how different projections
unavoidably distort areas and/or shapes
displayed on maps. After this briefing, it was
hoped that some participants would decide
that their previous area judgements had
been be influenced by the projection they
had been given. They were then shown a
blank version of both projections and asked
which one they thought was more suitable
for an area estimation task, and given the
option to alter their original estimates in
light of the briefing. Participants in the
treatment condition changing their
estimations would provide evidence that
they had identified and attempted to
account for the Mercator Effect.</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. Results</title>
      <sec id="sec-3-1">
        <title>3.1 Area estimation</title>
        <p>We tested for the effects of projection type
using independent-samples t-tests to
compare the equal-area and Mercator
conditions across the five area estimations
made by participants. We found a
significant difference across all the regions.
Specifically, participants overestimated the
areas which had been enlarged by the
Mercator projection, in line with face-value
area judgements, as shown in Table 1.0.
Similarly, the control condition estimates
corresponded closely with the face-value
measurements for the equal-area projection.
Surprisingly, the answers to the second area
estimation question did not differ
significantly from the original answers;
while some participants in both categories
chose to alter their answers, most stuck with
their original estimates.</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.2 Data interpretation and map suitability</title>
        <p>A chi-square test of independence was used
to examine the relationship between data
interpretation and projection choice. The
difference between conditions was
significant,  2 (1, N = 113) = 13.58, p &lt; 0.01.
In particular, 17% of participants in the
equal-area condition (N = 53) perceived
pollutant A to be a greater threat than
pollutant E, compared to 50% in the
Mercator condition (N = 60). A chi-square
test was used to test for differences in the
answers to the map suitability questions. No
significant difference was found between
conditions; participants did not judge one
projection to be better than the other for
making area judgements.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Conclusion</title>
      <p>The results from the area estimation and
data interpretation tasks indicated that
participants’ judgements were significantly
affected by the choice of projection.
Specifically, participants took the maps at
face-value and interpreted the data
accordingly. This result was corroborated by
responses to follow-up questions, which
suggested that participants identified the
Mercator projection as being equally
appropriate to the control projection for
area estimation tasks, as well as the fact that
they chose not to adjust their answers to the
second part of the survey.</p>
      <p>
        Further work would be necessary to refine
the methods used in this study. It is possible
that some of the documented effects could
have been observed if participants had not
fully understood the wording of the
questions. Additionally, there were several
unaddressed confounds between the two
conditions which could have contributed
towards the observed differences, such as
the image dimensions and differences in
granularity between the maps which arose
due to scaling deformations. Despite these
limitations, the central result, that the
Mercator projection biases global data
interpretation, has concrete implications for
geovisualization and GIScience research.
This study has provided empirical evidence
for the Mercator Effect in web maps. We
found that individuals were unlikely or
unable to identify and re-project area data
displayed on a Mercator projection to
corresponding areas on the earth’s surface,
corroborating past research
        <xref ref-type="bibr" rid="ref19 ref23">(Monmonier,
1996; Robinson, 1966)</xref>
        . Our framing of the
tasks deliberately pointed towards the
potential for misinterpretation of data in
real-world decision-making scenarios. More
broadly, the results emphasize the strong
influence of cartographic design on public
interpretation of geographic information.
Further work should critically assess efforts
to address the Mercator effect in web maps,
such as the inclusion of gridlines, alternative
web mapping projections and adaptive
maps
        <xref ref-type="bibr" rid="ref11">(Jenny, 2012)</xref>
        . Further GIScience
research can continue to broaden our
understanding of the complex relationships
between visual representation and
perception of geospatial information.
      </p>
    </sec>
    <sec id="sec-5">
      <title>Acknowledgements</title>
      <p>This study was completed in the
Department of Geography at McGill
University under the supervision of
Professor Renee Sieber and Dr. Jin Xing,
both of whom I thank for their support and
guidance. We also thank the two anonymous
reviewers for their helpful comments on
earlier drafts of the manuscript.</p>
    </sec>
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