Neither by global nor local cues alone: evidence for a unified orientation process

Blindfolded adults' use of geometric cues in haptic-based relocation

Non-visual information is important for navigation in limited visibility conditions. We designed a haptic-based relocation task to examine blindfolded adults' use of geometric cues. Forty-eight participants learned to locate a corner in a parallelogram frame. They were then tested in different transformed frames: (a) a reverse-parallelogram, in which locations predicted by original length information and angle information conflicted, (b) a rectangle, which retained only length information, and (c) a rhombus, which retained only angle information. Results show that access to the environment's geometry through haptic modality is sufficient for relocation. However, adults' performances in the current task were different from that in visual tasks in previous findings. First, compared to previous findings in visual-based tasks, length information lost its priority. Approximately half of the participants relied on angle information in the conflict test and the other half relied on length. Second, though participants encoded both length and angle information in the learning phase, only one cue was relied on after the conflict test. Finally, though participants encoded the target location successfully, they failed to represent the global shape of the environment. We attribute adults' different performances in haptic-based and visual-based tasks to the high cognitive demands in encoding and using haptic spatial cues, especially length information.

Can humans perform mental regression on a graph? Accuracy and bias in the perception of scatterplots

Despite the widespread use of graphs, little is known about how fast and how accurately we can extract information from them. Through a series of four behavioral experiments, we characterized human performance in "mental regression", i.e. the perception of statistical trends from scatterplots. When presented with a noisy scatterplot, even as briefly as 100 ms, human adults could accurately judge if it was increasing or decreasing, fit a regression line, and extrapolate outside the original data range, for both linear and non-linear functions. Performance was highly consistent across those three tasks of trend judgment, line fitting and extrapolation. Participants' linear trend judgments took into account the slope, the noise, and the number of data points, and were tightly correlated with the t-test classically used to evaluate the significance of a linear regression. However, they overestimated the absolute value of the regression slope. This bias was inconsistent with ordinary least squares (OLS) regression, which minimizes the sum of square deviations, but consistent with the use of Deming regression, which treats the x and y axes symmetrically and minimizes the Euclidean distance to the fitting line. We speculate that this fast but biased perception of scatterplots may be based on a "neuronal recycling" of the human visual capacity to identify the medial axis of a shape.

Spatial reorientation with a geometric array of auditory cues

A visuocentric bias has dominated the literature on spatial navigation and reorientation. Studies on visually accessed environments indicate that, during reorientation, human and non-human animals encode the geometric shape of the environment, even if this information is unnecessary and insufficient for the task. In an attempt to extend our limited knowledge on the similarities and differences between visual and non-visual navigation, here we examined whether the same phenomenon would be observed during auditory-guided reorientation. Provided with a rectangular array of four distinct auditory landmarks, blindfolded, sighted participants had to learn the location of a target object situated on a panel of an octagonal arena. Subsequent test trials were administered to understand how the task was acquired. Crucially, in a condition in which the auditory cues were indistinguishable (same sound sample), participants could still identify the correct target location, suggesting that the rectangular array of auditory landmarks was encoded as a geometric configuration. This is the first evidence of incidental encoding of geometric information with auditory cues and, consistent with the theory of functional equivalence, it supports the generalisation of mechanisms of spatial learning across encoding modalities.

Crossing boundaries: Global reorientation following transfer from the inside to the outside of an arena

In 2 spatial navigation experiments, human participants were asked to find a hidden goal (a WiFi signal) that was located in 1 of the right-angled corners of a kite-shaped (Experiment 1) or a cross-shaped (Experiment 2) virtual environment. Goal location was defined solely with respect to the geometry of the environment. Following this training, in a test conducted in extinction, participants were placed onto the outside of the same environments and asked to locate the WiFi signal. The results of both experiments revealed that participants spent more time searching in regions on the outside of the environments that were closest to where the WiFi signal was located during training. These results are difficult to explain in terms of analyses of spatial navigation and reorientation that emphasize the role of local representational encoding or view matching. Instead, we suggest that these results are better understood in terms of a global representation of the shape of the environment.

Thinking outside of the box II: Disrupting the cognitive map

A number of influential spatial learning theories posit that organisms encode a viewpoint independent (i.e. allocentric) representation of the global boundary shape of their environment in order to support spatial reorientation and place learning. In contrast to the trial and error learning mechanisms that support domain-general processes, a representation of the global-shape of the environment is thought to be encoded automatically as part of a cognitive map, and without interference from other spatial cues. To date, however, this core theoretical assumption has not been appropriately examined. This is because previous attempts to address this question have failed to employ tasks that fully dissociate reorientation based on an allocentric representation of global-shape from egocentric reorientation strategies. Here, we address this issue in two experiments. Participants were trained to navigate to a hidden goal on one side of a virtual arena (e.g. the inside) before being required to find the same point on the alternative side (e.g. the outside). At test, performing the correct search behaviour requires an allocentric representation of the global boundary-shape. Using established associative learning procedures of overshadowing and blocking, we find that search behaviour at test is disrupted when participants were able to form landmark-goal associations during training. These results demonstrate that encoding of an allocentric representation of boundary information is susceptible to interference from landmark cues, and is not acquired through special means. Instead, the results suggest that allocentric representations of environmental boundaries are acquired through the same kind of error-correction mechanisms that support domain-general non-spatial learning.

Thinking outside of the box: Transfer of shape-based reorientation across the boundary of an arena

The way in which human and non-human animals represent the shape of their environments remains a contentious issue. According to local theories of shape learning, organisms encode the local geometric features of the environment that signal a goal location. In contrast, global theories of shape learning suggest that organisms encode the overall shape of the environment. There is, however, a surprising lack of evidence to support this latter claim, despite the fact that common behaviours seem to require encoding of the global-shape of an environment. We tested one such behaviour in 5 experiments, in which human participants were trained to navigate to a hidden goal on one side of a virtual arena (e.g. the inside) before being required to find the same point on the alternative side (e.g. the outside). Participants navigated to the appropriate goal location, both when inside and outside the virtual arena, but only when the shape of the arena remained the same between training and test (Experiments 1a and 1b). When the arena shape was transformed between these stages, participants were lost (Experiments 2a and 2b). When training and testing was conducted on the outside of two different-shaped arenas that shared local geometric cues participants once again explored the appropriate goal location (Experiment 3). These results provide core evidence that humans encode a global representation of the overall shape of the environments in, or around, which they navigate.

Reorienting in virtual 3D environments: do adult humans use principal axes, medial axes or local geometry?

Studies have shown that animals, including humans, use the geometric properties of environments to orient. It has been proposed that orientation is accomplished primarily by encoding the principal axes (i.e., global geometry) of an environment. However, recent research has shown that animals use local information such as wall length and corner angles as well as local shape parameters (i.e., medial axes) to orient. The goal of the current study was to determine whether adult humans reorient according to global geometry based on principal axes or whether reliance is on local geometry such as wall length and sense information or medial axes. Using a virtual environment task, participants were trained to select a response box located at one of two geometrically identical corners within a featureless rectangular-shaped environment. Participants were subsequently tested in a transformed L-shaped environment that allowed for a dissociation of strategies based on principal axes, medial axes and local geometry. Results showed that participants relied primarily on a medial axes strategy to reorient in the L-shaped test environment. Importantly, the search behaviour of participants could not be explained by a principal axes-based strategy.

Get out of the corner: Inhibition and the effect of location type and number on perceptron and human reorientation

Spatial learning and navigation have frequently been investigated using a reorientation task paradigm (Cheng, Cognition, 23(2), 149-78, 1986). However, implementing this task typically involves making tacit assumptions about the nature of spatial information. This has important theoretical consequences: Theories of reorientation typically focus on angles at corners as geometric cues and ignore information present at noncorner locations. We present a neural network model of reorientation that challenges these assumptions and use this model to generate predictions in a novel variant of the reorientation task. We test these predictions against human behavior in a virtual environment. Networks and humans alike exhibit reorientation behavior even when goal locations are not present at corners. Our simulated and our experimental results suggest that angles are processed in a manner more similar to features, acting as a focal point for reorientation, and that the mechanisms governing reorientation behavior may be inhibitory rather than excitatory.

Environment size and the use of feature and geometric cues for reorientation

We tested associative-based accounts of orientation by investigating the influence of environment size on the use of feature and geometric cues for reorientation. Two groups of participants were trained in dynamic three-dimensional virtual rectangular environments that differed in size to find a distinctly colored bin located at one of the four corners. Subsequently, we probed the reliance on feature and geometric cues for reorientation during test trials by presenting six trial types: Small Geometry Only, Large Geometry Only, Small Cue Conflict, Large Cue Conflict, Small Distal, and Large Distal. During Geometry Only test trials, all bins were black; thus, all distinctive featural information was removed leaving only geometric cues. For Cue Conflict test trials, all colored bins were shifted counter-clockwise one corner; thus, the geometric cues from the trained corner and the trained color were in direct conflict. During Distal test trials, the bin in the geometrically incorrect corner farthest from the trained corner was colored the same as during training; the remaining three bins were black. Thus, only this distant feature cue could be used to determine the location of the goal bin. Results suggested that geometric cues were used across changes in environment size, featural cues exerted greater influence when in conflict with geometric cues, and the far featural cue was used to disambiguate the correct from the rotationally equivalent location. In short, both feature and geometric cues were used for reorientation, and environment size influenced the relative use of feature and geometric cues. Collectively, our results provide evidence against associative-based accounts of orientation.

Reorientation in diamond-shaped environments: encoding of features and angles in enclosures versus arrays by adult humans and pigeons (Columbia livia)

Although geometric reorientation has been extensively studied in numerous species, most research has been conducted in enclosed environments and has focused on use of the geometric property of relative wall length. The current studies investigated how angular information is used by adult humans and pigeons to orient and find a goal in enclosures or arrays that did not provide relative wall length information. In enclosed conditions, the angles formed a diamond shape connected by walls, whereas in array conditions, free-standing angles defined the diamond shape. Adult humans and pigeons were trained to locate two geometrically equivalent corners, either the 60° or 120° angles. Blue feature panels were located in the goal corners so that participants could use either the features or the local angular information to orient. Subsequent tests in manipulated environments isolated the individual cues from training or placed them in conflict with one another. In both enclosed and array environments, humans and pigeons were able to orient when either the angles or the features from training were removed. On conflict tests, female, but not male, adult humans weighted features more heavily than angular geometry. For pigeons, angles were weighted more heavily than features for birds that were trained to go to acute corners, but no difference in weighting was seen for birds trained to go to obtuse corners. These conflict test results were not affected by environment type. A subsequent test with pigeons ruled out an interpretation based on exclusive use of a principal axis rather than angle. Overall, the results indicate that, for both adult humans and pigeons, angular amplitude is a salient orientation cue in both enclosures and arrays of free-standing angles.

Beacons and surface features differentially influence human reliance on global and local geometric cues when reorienting in a virtual environment

In the reorientation literature, non-geometric cues include discrete objects (e.g., beacons) and surface-based features (e.g., colors, textures, and odors). To date, these types of non-geometric cues have been considered functionally similar, and it remains unknown whether beacons and surface features differentially influence the extent to which organisms reorient via global and local geometric cues. In the present experiment, we trained human participants to approach a location in a trapezoid-shaped enclosure uniquely specified by global and local geometric cues. We explored the role of beacons on the use of geometric cues by training participants in the presence or absence of uniquely-colored beacons. We explored the role of surface features on the use of geometric cues by recoloring two adjacent walls at the correct location and/or adding a line on the floor which corresponded to the major principal axis of the enclosure. All groups were then tested in novel-shaped enclosures in the absence of unique beacons and surface features to assess the relative use of global and local geometric cues. Results suggested that beacons facilitated the use of global geometric cues, whereas surface features either facilitated or hindered the use of geometric cues, depending on the feature.

More than a feeling: incidental learning of array geometry by blind-folded adult humans revealed through touch

View-based matching theories of orientation suggest that mobile organisms encode a visual memory consisting of a visual panorama from a target location and maneuver to reduce discrepancy between current visual perception and this stored visual memory to return to a location. Recent success of such theories to explain the orientation behavior of insects and birds raises questions regarding the extent to which such an explanation generalizes to other species. In the present study, we attempted to determine the extent to which such view-based matching theories may explain the orientation behavior of a mammalian species (in this case adult humans). We modified a traditional enclosure orientation task so that it involved only the use of the haptic sense. The use of a haptic orientation task to investigate the extent to which view-based matching theories may explain the orientation behavior of adult humans appeared ideal because it provided an opportunity for us to explicitly prohibit the use of vision. Specifically, we trained disoriented and blind-folded human participants to search by touch for a target object hidden in one of four locations marked by distinctive textural cues located atop four discrete landmarks arranged in a rectangular array. Following training, we removed the distinctive textural cues and probed the extent to which participants learned the geometry of the landmark array. In the absence of vision and the trained textural cues, participants showed evidence that they learned the geometry of the landmark array. Such evidence cannot be explained by an appeal to view-based matching strategies and is consistent with explanations of spatial orientation related to the incidental learning of environmental geometry.