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Case Studies in Geography Education as a Powerful Way of Teaching Geography

• First Online: 20 October 2016

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• Hana Svobodová 5  

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A case study presents an appropriate form and method of providing students with a solution of real situations from the surroundings in which they live. This is called “powerful teaching”, and it is designed to help pupils and students to be able to cope with the rigours of everyday life through geography education. This method is not so well known and used in Czechia as abroad, where it is known under the name “powerful knowledge” or “powerful teaching”. For this reason the introductory part of this chapter devotes enough space to understand “powerful learning” and noted how it differs from inquiry-based, project-based, problem-based, student-centred and constructivist approaches to learning. Knowledge from the Czech geography education is in our case used for solving a case study in a decisive process in which students solve options and consequences of the construction of a ski resort in Brno (in Czechia). They submit their conclusions to the municipal council for assessment.

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Hofmann, E., Svobodová, H. (2017). Case Studies in Geography Education as a Powerful Way of Teaching Geography. In: Karvánková, P., Popjaková, D., Vančura, M., Mládek, J. (eds) Current Topics in Czech and Central European Geography Education. Springer, Cham. https://doi.org/10.1007/978-3-319-43614-2_7

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The study of the interrelationships between people, place, and environment, and how these vary spatially and temporally across and between locations. Whereas physical geography concentrates on spatial and environmental processes that shape the natural world and tends to draw on the natural and physical sciences for its scientific underpinnings and methods of investigation, human geography concentrates on the spatial organization and processes shaping the lives and activities of people, and their interactions with places and nature. Human geography is more allied with the social sciences and humanities, sharing their philosophical approaches and methods ( see physical geography for a discussion on the relationship between human and physical geography; environmental geography ).

Human geography consists of a number of sub-disciplinary fields that focus on different elements of human activity and organization, for example, cultural geography , economic geography , health geography , historical geography , political geography , population geography , rural geography , social geography , transport geography , and urban geography . What distinguishes human geography from other related disciplines, such as development, economics, politics, and sociology, are the application of a set of core geographical concepts to the phenomena under investigation, including space , place , scale , landscape , mobility , and nature . These concepts foreground the notion that the world operates spatially and temporally, and that social relations do not operate independently of place and environment, but are thoroughly grounded in and through them. With respect to methods, human geography uses the full sweep of quantitative and qualitative methods from across the social sciences and humanities, mindful of using them to provide a thorough geographic analysis. It also places emphasis on fieldwork and mapping ( see cartography ), and has made a number of contributions to developing new methods and techniques, notably in the areas of spatial analysis , spatial statistics , and GIScience . The long-term development of human geography has progressed in tandem with that of the discipline more generally ( see geography ). Since the Quantitative Revolution in the 1950s and 1960s, the philosophy underpinning human geography research has diversified enormously. The 1970s saw the introduction of behavioural geography , radical geography , and humanistic geography . These were followed in the 1980s by a turn to political economy , the development of feminist geography , and the introduction of critical social theory underpinning the cultural turn . Together these approaches formed the basis for the growth of critical geography , and the introduction of postmodern and post-structural thinking into the discipline in the 1990s. These various developments did not fully replace the theoretical approaches developed in earlier periods, but rather led to further diversification of geographic thought. For example, quantitative geography continues to be a vibrant area of geographical scholarship, especially through the growth of GIScience. The result is that geographical thinking is presently highly pluralist in nature, with no one approach dominating.

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Types of Case Studies

At least five different types of case studies have been discussed in the geography and social science literature: intrinsic, collective, explanatory, descriptive, and exploratory. In each of these types, there may be single case or multiple case approaches used. An intrinsic case study is defined as research wherein the researcher has a (personal or professional) interest in the project. In this approach, the insider scholar may play the role of a relatively subjective observer (instead of working from a more objective outsider perspective). Collective work refers to the study of a group of interrelated case studies conducted by a single scholar or several researchers working collaboratively. Data from more than one site are often gathered, analyzed, and synthesized collaboratively by a team of researchers using a comparative method of analysis. Explanatory case studies are best used when doing causal investigations since they lend themselves to analysis and, at times, even make contributions to predictive models. Descriptive case studies require that an overarching descriptive or interpretive theory be developed before beginning the study. Finally, exploratory case studies are conducted to gather and analyze foundational data to be used for more expanded work and a set of larger questions to be pursued and carried out after these preliminary pilot data have been assessed.

In human geography , all five of these types of case study approaches have been used in teaching and research. None are mutually exclusive although the use of single case, exploratory, and then explanatory approaches is often the most reliable and valid. For example, a focused case study of Russian immigrants in one metropolitan area (as shown in Figure 1), began with a single case exploratory study and then moved into becoming an explanatory case study in later stages of the project as immigration theory ultimately was tested by a collaborative group of geographers. Key to understanding the application of the theory of heterolocalism in a North American metropolitan area, for example, was a followup study that spatially analyzed religious networks of the same group in the same study area (as shown in Figure 2). This example, and many others published in the discipline's flagship journals in recent years, attest to the usefulness and popularity of the case study approach in conducting geographic research.

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• Published: 26 March 2021

Environmental problems and Geographic education. A case study: Learning about the climate and landscape in Ontinyent (Spain)

• Benito Campo-Pais   ORCID: orcid.org/0000-0001-7675-7788 1 ,
• Antonio José Morales-Hernández 1 ,
• Álvaro Morote-Seguido 1 &
• Xosé Manuel Souto-González   ORCID: orcid.org/0000-0003-1480-327X 1  

Humanities and Social Sciences Communications volume  8 , Article number:  90 ( 2021 ) Cite this article

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• Environmental studies

Cultural perceptions of the environment bring us back to elements and factors guided by “natural” cause-effect principles. It seems that academic education has had little effect on the manner and results of learning about changes in the local landscape, especially as regards rational explanations. There is considerable difficulty relating academic concepts about the climate to transformations in the environmental landscape. Teaching tasks are mediatized due to the use of rigorous and precise concepts which facilitate functional and satisfactory learning. This is the objective of the research this article aims to undertake, for which we have chosen the case of Ontinyent (Spain). This research will include two parts: the first aims to identify problems in geographical education of the climate, and the second applies to didactic suggestions for improvement. Methodologically, this study involves qualitative, non-experimental, research-oriented toward change, which purports to understand the educational reality. Our sample included a total of 431 students. Moreover, a semi-structured interview, conducted with teachers in schools and universities in Ontinyent, was organized. Fourteen teachers were interviewed, including two who participated as research professors in the action-research method. The study revealed that students’ conceptual and stereotypical errors, in the different educational stages, vary according to the type (climate, weather, climate change, landscape) and stage (Primary, Secondary, University). They are persistent and continuous, given that they are repeated and appear anchored in the ideas and knowledge development of students regarding the problems and the study of the climate throughout their education.

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“The spring, the summer,

The childing autumn, angry winter, change

Their wonted liveries, and the mazed world,

By their increase, now knows not which is which:

And this same progeny of evils comes

From our debate, from our dissension”

(W. Shakespeare, A Midsummer Night’s Dream , cited in Kitcher and Fox, 2019 )

Introduction

Traditionally, school-taught geography has focused on studying the relationships between physical and cultural factors in the organization of the environment (Capel, 1981 , 1984 ; Graves, 1985 ). Climate change and the environmental impact are two representative examples that have had an impact on how the research group S ocials Footnote 1 has planned educational activities.

In this vein, the sixth Global Environment Outlook report (GEO 6) declared that climate change is a matter of priority that affects both human (including human health) and natural systems (the air, biological diversity, freshwater, the oceans, and the earth) and alters the complex interactions between these systems (UNEP, 2019 , p. 10).

Furthermore, the 2030 Agenda for Sustainable Development expresses, through Sustainable Development Goal 13 (SDG 13), the need to “take urgent action to combat climate change and its impacts” (United Nations, 2015 , p. 16). All of this leads us to reflect on the way in which we learn about and understand the concept of climate and its impact on the landscape, and vice versa, in order to take measures, as a critical and active citizen, which could reverse the current emergency situation facing the planet’s climate.

Within the group Socials (University of Valencia, Spain), we are developing a line of didactic research related to socio-environmental education to analyze the obstacles which hinder learning about the climate and landscape in an academic setting. This includes the following: (1) The lack of an interdisciplinary approach to understand the impact on socio-ecological systems from a glocal perspective; (2) The disconnection between scholarly academic knowledge related to the climate/landscape and the reality experienced by students, which allow for geographic conceptualization and an understanding of the world from school-taught geography (Cavalcanti, 2017 ); (3) The absence of analysis of the influence of social representations (Moscovici, 1961 ) on the perception of the environment (Reigota, 2001 ) related to the interaction between climate and landscape; (4) The need to boost active participation (Hart, 1993 ) in order to implement strategies and measures related to climate change mitigation and adaptation; and (5) The accuracy of using active territoriality (Dematteis and Governa, 2005 ) to create emotional links with the territory we must manage (Morales, Santana and Sánchez, 2017 ), due to its particular impact on climate and landscape factors.

All of this leads us to re-evaluate the importance of analyzing cultural perceptions of the environment to determine the factors which have an impact on environmental transformation, starting from the paradigm Education for Eco-Social Transformation. The aim is to encourage the inclusion thereof in the academic curriculum (González, 2018 ). This is a line of study we have already tackled through the analysis of the trialectics of spatiality, where we reconsidered the Piaget taxonomy of lived, objective, and conceived spaces (Hannoun, 1977 ). We aimed to further our understanding of space through lived emotions, the cultural perceptions which create spatial stereotypes, and the conceived space, a result of the actions taken by political and economic leaders in the country (Souto, 2016 , 2018a ). This conceptual modification helped us understand the environment as a process of intellectual construction, like a reflection of a physical reality conceived with emotions and social filters. In other words, this is coherent with what we consider in our research proposal.

Our approach to the problem

Local geographical studies are methodologically similar to what are known as case studies in educational research. To this effect, it is worthwhile recalling that a local case is specific, but it is not unique or unrepeatable. That is to say, there are aspects particular to the social and territorial context, but the explanatory factors refer us to theories that have been developed around other comparative analyses. In this vein, the work we are presenting here, as a case study of climate and landscape education in Ontinyent (Spain), answers three basic questions which outline the problem.

Firstly, what is the role of the academic system in explaining everyday issues? If climate change and the perception of changes in the landscape are of social concern, we must specify whether the academic system should codify aspects of these expectations in a conceptual corpus. This can be done through a series of educational activities and by seeking answers to events that may be communicated with explanations in a public sphere. This will be the main objective of this study.

Secondly, we wonder what specific disciplinary knowledge can contribute? In the case of geography, due to its interdisciplinary links, it will be useful to determine its impact on academic knowledge and, consequently, the construction of a public opinion regarding everyday issues. How can an understanding of geography affect the development of a critical theory which questions the practical meaning of everyday life?

Finally, a significant contribution to this study: what conclusions can we draw from the social representations of spontaneous knowledge in developing social arguments? We want to know to what extent representations of daily practicality present an obstacle to developing independent knowledge and thus render conceptual disciplinary knowledge useful for arguing in public opinion debates influencing common sense and determining our everyday practicality. We wanted to exemplify this with ideas provided by students and teachers from schools in the region.

When looking at the relationships between stages, from global phenomena to local measures with eco-geographical dynamics and where anthropogenic activities are included as explanatory factors, school and university students’ ideas about the climate and the lived and conceived landscape do not tend to be included in a subjective way. This fact contradicts the definition itself of the landscape set out in the European Landscape Convention, by not taking into account the territorial perception of the population (Council of Europe, 2000 ).

The central idea of our line of research points to using students’ personal and social perceptions as a starting point to develop basic knowledge about the climate and landscape. We question spontaneous concepts to explain the landscape in terms of the climate and create a certain environment (microclimate, evapotranspiration, sunlight…).

In this vein, students taking the Research in Social Science Didactics: Geography postgraduate programs (University of Valencia) have produced several master’s and Doctoral Theses which deal with the existing relationship between social representations and environmental education Footnote 2 . Some of this research is related to the EcoRiba Footnote 3 project, with the aim of understanding the importance of linking this didactic research to integral education about the local environment, in order to promote more sustainable and supportive interactions both in a local and global setting (Morales and García, 2016 ; Morales, 2017 ; Morales, 2018 ). It is a way of integrating academic studies into social and civic renown, an academic construction of an educational public space for the local community.

The research context

Studies about “marginalised students” Footnote 4 as examples of the realities of academic failure, but also of second chances, present arguments about what happens in the teaching and thus the didactics of geography. Analyzing this set of school students provides evidence linking failure with teachers’ and students’ personal narratives to understand what is concealed (Campo, Ciscar, and Souto, 2014 ; García Rubio and Souto, 2020 ). As such, it was possible to carry out an assessment, using social representations, of academic knowledge which facilitates improvement options at different educational stages, including the experiences of marginalized students (Campo, 2014 ). These representations also challenge academic traditions and routines, presenting obstacles and causing difficulties teaching and learning geography (Canet et al., 2018 ; Campo et al., 2019 ). These studies represent the instruction and methodological arguments that are part of the rational and personal reasons for taking on this research: learning difficulties at school, social representations in educational research of geography didactics, and the question of innovation as a requirement for educational improvement.

We have pinpointed these principles for a research topic. Learning about the climate and landscape is fundamental for students to understand environmental changes and problems and, moreover, is part of geography didactics both in basic education (Tonda and Sebastiá, 2003 ; Jaén and Barbudo, 2010 ; García de la Vega, 2014 ; Martínez and López, 2016 ; Olcina, 2017 ; Martínez and Olcina, 2019 ), and in the work of students training to become teachers (Valbuena and Valverde, 2006 ; Boon, 2014 ; Souto, 2018a ; Morote et al., 2019 ) who highlight the dilemmas and perceptions of geography or climate change (González and Maldonado, 2014 ; Chang and Pascua, 2016 ). In our case, we are mainly concerned with observing what is happening in classrooms. Students make explanations about climate problems which are full of mistakes and stereotypes produced by the trivialization of some scientific concepts shared by the mass media (Olcina and Martín, 1999 ; Martín-Vide, 2009 ). In order to analyze students’ education about the climate and landscape, we must identify teaching practices (Souto, 2013 , 2018a ) and reveal what students know. In both cases, we are guided by various studies focused on conceptions, ideas, and representations (Gil, 1994 ; García Pérez, 2002 , 2004 ; Kindelan, 2013 ; Bajo, 2016 ; Santana, 2019 ; García-Monteagudo, 2019 ) which, stemming from research and interest in the psychology of learning, aim to understand student mistakes and make constructive suggestions based on models focused on student learning. This starts with their existing knowledge, moving on to what students have been taught, and finally observing the impact of the media on their education. In this way, theoretical tenets of social representations will allow us to interpret what is happening, based on referential systems and enabling categories that classify contexts, phenomena, or individuals (Jodelet, 1991 ). We use these educational research theories with the pertinent epistemological awareness (Castorina and Barreiro, 2012 ) which proves the representations observed in school geography (Souto and García, 2016 ) among the population as regards climate change (Heras, 2015 ; Alatorre-Frenk et al., 2016 ) and the landscape (Santana et al., 2014 ) or among students and teachers in the practice thereof (Domingos, 2000 ).

This objective corresponds with a line of research Footnote 5 linked to doctoral research Footnote 6 , which outlines its idiographic, explanatory, and applied nature (Bisquerra, 2009 ). First, it is idiographic due to the approach for understanding and interpreting the unique nature of school geography lessons on the climate and landscape as curricular content. Secondly, it is explanatory because it claims to clarify what is happening in teaching-learning processes. Finally, it is applied in nature because it aims to transform the conditions of didactic activities and introduce improvements in the teaching-learning process of geography using real-life experiences from schools in Ontinyent (Spain). This research will include two parts: the first aims to identify problems in geographical education of the climate, and the second applies to didactic suggestions for improvement.

In this article, we will develop the first part—assessing the topic we outlined above. Our hypothesis indicates that geography lessons about the climate, school traditions, and the mass media lead to knowledge shaped by stereotypes and conceptual mistakes which are exposed in children’s education and remain present in higher education.

Methodology

This study involves qualitative, non-experimental, research-oriented toward change, which purports to understand the educational reality. As such, an open and mixed design is most suitable, which adapts to the knowledge observed during the study. This justifies the analytical study we propose for this research. We selected the case study (Stake, 1999 , Álvarez and San Fabián, 2012 ) as a way of analyzing how students in Ontinyent (Valencia) learn about the region’s climate and landscape. Given the study’s characteristics and the objective of making the quantity of information manageable and systematizing the analysis (Goetz and Lecompte, 1988 ; Miles and Huberman, 1994 ; Rodríguez et al., 1996 ; Rodríguez et al., 2005 ) we have used a combination of quantitative techniques, which make statistical analysis possible (Gil, 2003 ), and qualitative techniques, which facilitate content analysis, for the data analysis. This combination of techniques is used in case studies to further explore explanations for the phenomena analyzed, with the aim of making the quantity of information manageable (Bisquerra, 2009 ).

It is worthwhile outlining the sample in context for assessment purposes. The sampling technique used is non-probabilistic for convenience and accessibility (Bisquerra, 2009 ; Otzen and Manterola, 2017 ). We chose the municipality of Ontinyent due to adjustment reasons and opportunity criteria. On the one hand, the population of Ontinyent assures a sample size that is representative of a concrete population: the innovation program Footnote 7 provided access to school and university settings in this municipality which has a population of 35,534 Footnote 8 (2016) and boasts educational centers across the different educational stages: Kindergarten, Primary, Secondary, and University. In other words, we can carry out a transversal study of children’s education about the climate throughout the different educational stages, with different chronological ages, at the same time and encompassing the entire school and university education of one person. On the other hand, Ontinyent, as shown in Fig. 1 is a municipality in the Community of Valencia (Spain) with specific climatic conditions due to its location 47 kilometers from the Mediterranean Sea. It has a typical Mediterranean climate or, according to the Koppen classification, a semi-arid cold climate with mild winters and hot summers (Guerra, 2018 ).

Ontinyent is located within Valencian Community (Spain). Self-elaborated map based on Google Earth data.

During the 2015–16 academic year, between May and December 2016, we gathered data from different school classrooms in Ontinyent, including 5 Kindergartens Footnote 9 and Primary Schools (4 public schools and 2 private schools with state-funded financial support), 3 Compulsory and Baccalaureate Secondary Schools Footnote 10 (1 public school and 2 private schools with state-funded financial support) and the headquarters of the University of Valencia in Ontinyent (2 classes of the Teaching Diploma). In total, 202 first-year primary school pupils, 204 fifth-year primary school pupils, 135 second-year secondary school students, and 92 university students taking the Teaching Diploma participated.

As such, our sample included a total of 633 students, covering a range of the academic population, from both school and university, in Ontinyent which has a total of 6185 students Footnote 11 . If we take the demographic numerical data in Table 1 Footnote 12 as a reference, it represents a Confidence Interval (CI) of 0.52% which indicates that the academic population in Ontinyent is representative of the academic population in the Community of Valencia. This represents a level of reliability equaling 95% of the academic population, typical of Social Sciences statistical studies (Campo and Martínez, 2017 ). But this does not mean that the study sample is in turn representative of the population in the Community of Valencia.

In order to define the context of academic knowledge, qualitative tools were developed. These tools are unique to research in Social Science Didactics and include a semi-structured interview and questionnaire (Banchs, 2000 ). These tools have been validated by experts in the fields of knowledge associated with this research (Physical Geography, Regional Geographical Analysis, Social Science Didactics and Didactics, and School Organisation) from four universities, three of which are in Spain (Seville, Alicante, and Valencia) and one in Chile (La Serena). Footnote 13

Furthermore, this research draws on previous studies Footnote 14 , using the action-research method which puts the participating students and teachers at the heart of the study (Stenhouse, 1990 ; Elliot, 2000 ), reflecting on their own practice (Teppa, 2012 ). This distinctly includes the model of a research professor in the research (Stenhouse, 1975 ; Sancho and Hernández, 2004 ). In order to improve the curriculum, teachers and other professionals are in the best conditions to carry out this type of research.

The questionnaire is a versatile technique that facilitates the collection of information regarding the objectives of the research. In January and February 2016, teachers and students were asked to participate in the study, obtaining a commitment of wilfulness for this investigation. This is done through specific questions which gather specific quantifiable information for the study (Cohen and Manion, 1990 ), thus allowing for direct comparison between groups. In our case, this is a comparison between the variable of educational stages or the co-variation of students’ ideas in the different educational stages when learning about the climate. Its design focuses on the evaluative considerations of a questionnaire about geography didactics (Alfageme et al., 2010 ) and follows the process itself for the creation of questionnaires: following the research objectives, creating a first draft of the questionnaire for assessment and validation by experts, carrying out a pilot test and delivering the final version of the questionnaire (Del Rincón et al., 1995 ). For the proposed analysis, we used three of the sections which make up the questionnaire: the first section, item 1, covers information sources for students about climate change; the second section, items 2 to 6, looks at the difference between the climate and the weather; the third section, items 7 to 10, tackles the causes of climate change. The questionnaire was created based on content that appears in the textbooks used by participants, containing the same questions/items in order to maintain homogeneity among the 431 participating students, representing Primary Education (10–12 years old; 105 girls and 99 boys), Secondary Education (13–15 years old; 63 girls and 72 boys) and University (82 women and 8 men with 21–23 years old). The design covers a mixed structure of closed and open questions which appear in sections with the corresponding items.

The semi-structured interview , conducted with teachers in schools and universities in Ontinyent, is a substantial part of the research. The teachers were selected according to accessibility and interest in the research. This convenience-based option was chosen due to the possibility of being able to interview them and the relevance to the project framework on the study of the climate and landscape Footnote 15 . Fourteen teachers were interviewed, including two who participated as research professors in the action-research method. The questions were chosen for the study related to their ideas (Saraiva, 2007 ) before participating in the project and covered teacher training, methodology and practice, and their explanations of environmental problems—how they explain environmental changes in Ontinyent to their students. Ultimately, we wanted to find out what the teacher knows and what they do to help their students learn about the climate.

Of the 14 teachers, 8 are women and 6 are men. Three of them are over the age of 56, 2 are between 46 and 55 years old, 6 between 36 and 45, and 3 between 25 and 35 years old. They teach in public (6), private (7), and privately managed public (1) schools. They teach at different educational levels, 1 in Kindergarten, 2 in Primary, 9 in Secondary School, and 2 at Baccalaureate level. They teach different subjects: 2 teach Social Sciences, 4 teach Biology, 2 teach Physics and Chemistry, 1 teaches Mathematics, 1 teaches Language and Literature, 1 teaches Social Integration, 1 teaches Administration and 1 teaches Kindergarten.

Results and data analysis

The data gathered using the questionnaire and interviews are shown, in a quantitative setting, through the already processed conversion into percentages of the participants’ responses per educational stage. The qualitative data has been categorized in line with the desired objectives.

Students’ perception of climate and landscape

In the first section of the questionnaire, related to the hypothesis and objectives of the study, we wanted to know what the students’ favorite source of news on climate change was in order to analyze the trends among students regarding the information they obtain about climate change in the communication society, and the impact on their academic knowledge (Souto, 2011 ). The items in this section questioned the participants about where they get information on climate change, establishing an order of preference. In order to understand what information, they get and the extent to which they receive it from the sources mentioned, we asked a multiple-choice question, the percentages of which established a percentage median of the students’ priorities per educational stage. The data were quantified using a statistical median of the participants’ responses per stage, reflecting the order of importance of the sources they selected in the first step. We differentiated online social networks from the internet, due to their renown and growth. Although the first requires the second, we distinguished that the essential use and function of social networks is communication between people who are active in social relationships, while the internet is a source of information with multiple uses and possibilities. Thereafter, we will detail the number of students who chose each source as their top source and the percentage of the sample. As such, as shown in Fig. 2 , of the 423 students we can see how sources evolve from the family environment (37.7%) in Primary School to the Internet (39.3% in Secondary School and 79.8% at University). We also observe that social networks are used more in Secondary School than at any other educational stage.

The bars represent the percentage in each educational stage.

When analyzing the data, we started with the premise that traditional information sources for learning over the last century such as school, family, friends (social relations), and the media (the press, television) have been expanded by this society of information, communication and technology and the globalization of information and news, because we are now in a network society (Castells, 2006 ). Surveys by official bodies about the information society in Spain and in Europe (Eurostat, 2016 ) show that in 2016 95.2% of students in Spain used the internet, 58.8% used it every day, and 25.7% almost every day for between one and three hours. Among those over the age of 15, around 90% used the internet for e-mail and social networks. The data obtained allowed us to qualify these figures, which are reduced into percentages about more generic sectors. In this way, we established four large categories of information sources that have an impact on knowledge: school, family, the media (Internet, television, and the press), and social relations (friends and networks).

The trend shift towards the media as an information source for students was confirmed. This preference, especially from secondary school onwards, corresponds with the exponential trend for the use of the media by society. However, this suggests a problem and a risk for learning about the climate as it is subject to errors and stereotypes. The liquid modernity we live in comprises the transience, use, and access to a large quantity of data. From the perspective of cognitive psychology and as proven, people find it difficult to retain more than seven units of information. When building our knowledge, quality is more important than quantity. This liquid society produces a series of habits that make it difficult to learn geography (Sebastiá and Tonda, 2017 ). The need for information to learn collides with the sheer quantity of data available which spreads on technological motorways and platforms, motorways of information in the informational technological revolution. The so-called technological revolution hangs over new informative engineering like a cloud and is of great concern for data verification and codes of best practice (Goldenberg and Bengtsson, 2016 ; Wardle et al., 2018 ). Fake news is generated to create states of opinion about climate change (Maslin, 2019 ) and we have observed how these factors have a harmful impact on students’ geographical literacy (Campo, 2019 ). In other words, data shows us that students do not look at social media from a critical perspective.

In addition to understanding the attitudes to climate and environmental knowledge, we wanted to find out what knowledge students had in relation to two main aspects of climate education : the difference between the climate and the weather, and understanding the causes of climate change. We dedicated a part of the questionnaire to these issues.

For the first aspect, we analyzed students’ understanding of the differences between the climate and the weather, identifying whether they knew how to distinguish them. To do this, we provided different statements which they had to match up with climate or weather. This gave us some clues as to their cognitive level (Anderson and Krathwohl, 2001 ; Biggs and Tang, 2007 ; Granados, 2017 ) and what the students had learned because the act of matching up indicates subject knowledge and the identification of relationships. The data was obtained through a closed polytomous question in which they could choose which statement referred to the climate, the environment, or unsure. The statements were included in the following items of the questionnaire: item 2, “Last year, the annual average temperature in Ontinyent was 16.2°C” (climate); item 3, “In the summer, the Clariano river is drier than in the winter” (climate); item 4, “The Ontinyent landscape is the Mediterranean” (climate); item 5, “It’s very hot today” (weather); item 6, “Yesterday, the historical center of Ontinyent was flooded” (weather).

As shown in Fig. 3 , the students in each educational stage who correctly matched the concepts with the statements were measured. In addition to the responses from students who answered incorrectly, there were the students who indicated that they did not know.

The colors of the bars represent the student’s answers per item. Right answers are represented by “RIGHT”. Wrong answers are represented by “WRONG”. Not answered questions are represented by “DON’T KNOW”. We have combined the “WRONG” and “DON’T KNOW” answers to represent the degree of confusion regarding each item at each educational stage.

In general, throughout the three stages, more than 25% of students matched the items up incorrectly, making mistakes with all the suggested statements, except for university students who answered item 3 correctly at a rate of 76.2%, item 4 at 92.9%, and item 6 at 77.4%. The high proportion of students who answered item 2 incorrectly stands out, with at least 53.3% answering incorrectly. This percentage corresponds to the secondary school pupils. The average annual temperature was not associated with the climate and the time event “last year” confused them. Primary pupils and university students were further off-the-mark for item 2 with 67.6% and 72.6% respectively, responding incorrectly. As regards the weather, for item 5 at least 36.9% of the students surveyed (this percentage corresponds to university students) did not connect that the weather happens at a certain time while the climate is a succession of weather conditions; for item 5, 53.9% of primary school pupils and 46.7% of secondary school pupils were also incorrect.

We have noted that mistakes about the concepts of climate and weather carry through from primary school to university. If we calculate the average of wrong answers to all items for students from each educational stage, the degree of confusion per participating stage is 55.5% for primary education (113 students out of 204), 41.4% for secondary education (56 students out of 135) and 32.32% for university (27 students out of 84).

Ultimately, students from all educational stages make mistakes or display a lack of knowledge about the climate and weather. This is proven by the incorrect answers to questions about the average temperature and climate (item 2), knowledge of the local climate, characteristics of the climate and its implications for the landscape (items 3 and 4), or identifying the fleeting nature of weather as the climate (item 5) or indeed other phenomena, such as a temporary flood (item 6).

Furthermore, using the questionnaire we wanted to find out if students recognized some of the causes of climate change which were presented in the questions, relating them to gas emissions or the increase in the greenhouse effect. The items were dichotomous: the participants had to select whether the statements were true or false. In line with the taxonomies established by the educational stages, the questions asked aimed to distinguish causes from events, truths from falsehoods, which is interesting given the confusion that surrounds climate change. The statements corresponded with the following items in the questionnaire: item 7, “Thanks to the greenhouse effect, we can live on Earth”; item 8, “Deforestation doesn’t have an impact on climate change, it only has an impact on ground erosion”; item 9, “One of the causes of climate change is the global warming of the Earth”; item 10, “One of the causes that contribute to the process of climate change is the excessive burning of fossil fuels”.

In Table 2 , we note how items 8 and 9 maintain a line of progression of wrong answers in correlation with the age of students and their cognitive level per educational stage. For item 8, 31.9% and 32.9%, and for item 9, 18.6% and 15.6% of primary school and secondary school pupils responded incorrectly. Although they are almost the same, for item 8 around 32% of both groups had difficulties relating deforestation processes with the climate, as indicated by IPCC reports Footnote 16 . The loss of wooded areas produces a rise in carbon emissions, gases which increase the greenhouse effect (IPCC, 2013 ) because they are not absorbed by tree leaves and trunks. In parallel, deforestation leads to land desertification (IPCC, 2019 ) which hinders the processes of afforestation and reforestation. This chain explanation is an example of seeing the world and its problems in a holistic way, working on comprehensive thinking (Morin, 1990 ). This is more difficult to integrate with various fields of knowledge for certain levels and education.

As regards the answers to items 9 and 10, there is visible controversy. For item 9, most students recognize the link between global warming and climate change. But it is concerning that the link is not as clear in the answers to item 10 to which 54% of primary pupils, 33.3% of secondary pupils, and 26.2% of university students answered incorrectly. This data supposes that 41.06% of the surveyed population (see Table 3 ), in other words, 177 of 431 students between the ages of 6 and 24, do not identify the causal relationship between human activities and global warming. They do not associate the increase in burning fossil fuels with climate change (IPCC, 2014 ).

The item which reveals the most mistakes is item 7. Some of the experts consulted when validating this item already indicated that it is a complex question given the origin of the gases because there are those of natural and human origin.

The analysis of the results shows us that there are different levels of confusion among students across all the educational stages to explain the relationships between physical factors (items 7 and 9), humans (items 8 and 10), and climate change. However, there is further confusion regarding the effects of human activities, which lead to deforestation and the burning of fossil fuels, on the climate and its evolution.

Teachers’ opinion about climate and landscape explanation

The semi-structured interview allowed us to expand on certain aspects. Once the questions on learning had been asked and the students’ ideas about the climate and landscape gathered, we wanted to define a more precise scale for analysis. In other words, we wanted to see how learning happens in real life in school classrooms. The questionnaire confirmed our hypothesis that there some conceptual problems and corresponding mistakes. The interview allowed us to dig deeper into these assumptions through teachers’ disciplinary and practical training. The design of a personal interview makes it easier to repeat questions to teachers, related with concrete aspects that we had already found proof of thanks to the students’ answers to the questionnaire.

For the study, four categories related to teachers’ ideas were established, allowing us to elaborate coherent explanations for the analysis of students’ education and the vulgar representations of climate change theories. This followed patterns shown by different authors regarding problems in learning and teaching geography, related to students and teachers (Horno, 1937 ; García Pérez, 2011 ; Liceras, 2000 ; Martínez and Olcina, 2019 ).

Teacher training: the academic background of the teachers interviewed is apparent in the basic statistical data we gathered. We asked them when they complete their continuous teacher training, how long it takes, at what time of day, where, and what topics they study. Given the inaccuracy of some responses, we asked them again to specify when they studied, if it was in their free time, in the evening after class, during summer courses, a Cefire course Footnote 17 etc.

Student difficulties regarding the topic of the climate. We tried to understand what the main difficulties are which hinder the effectiveness of the explanations they bring to the subject matter and the problems they encounter when trying to explain topics to their students when teaching about the climate, climate change, and the Ontinyent landscape. To be more precise, we asked them again about knowledge gaps and the procedures and didactic learning difficulties they encounter when explaining these topics.

Teaching methodologies: classroom strategies. We wanted to identify what teachers’ perceptions are regarding how to explain the climate in order to understand their opinion as a teacher on education about the climate and landscape, the relationship between the climate and landscape in the Clariano river landscape in the municipality of Ontinyent, and by which means they explain the problem of climate change to their students in the class. We aimed to understand how they lay out the topic with the textbook in addition to their own explanations using local data or any other means.

which Concepts teachers value and believe necessary to their explanations: climate, weather, climate change, minimum average temperature, night-time irradiation, sunlight, greenhouse effect, albedo effect, cold drop, and landscape. The scale is designed for them to evaluate the concept in line with their use or evaluation of it, with 0 being “nothing” (I don’t use it or deem it useful), 1 “little”, 2 “quite” and 4 “a lot”.

For this article, we will present a summary of the analysis for each category in line with the questions asked and answered by the teachers.

If we analyze the results of the interviews regarding teacher training , most participants, 12 out of 14, revealed that they completed their training outside working hours. Only two teachers answered that certain times were set aside in their work timetable for training purposes. In general, training takes place in the evening or summer, at the cost of their free time. The Cefire courses Footnote 18 were the most common option for continuous training. In the end, their training was reliant on the personal availabilities of teachers who had to bear the responsibility of their training outside school hours and its costs. This infringes the challenges highlighted by different international geography partnerships and the IGU’s Footnote 19 declarations where they recommend geography training as a necessity for primary and secondary school teachers (De Miguel et al., 2016 ; De Miguel, 2017 ). However, it cannot be denied that nowadays, with regard to work and school organization and structure, the school system and political decisions on education result in scarce teacher training to the detriment of teachers’ intentions. It is a pathway that presents too many obstacles for them to be able to commit to potential interests including didactics, innovation, and scientific knowledge about climate change. Rather it relies on the individual will and sense of responsibility of teachers, as reflected in this teacher’s answer Footnote 20 :

“Outside of school hours, through the completion of courses such as Cefire, reading scientific articles published in journals, watching documentaries, TV programs, etc.”

As regards students and the main learning difficulties when it comes to the climate and landscape, teachers understand and outline 25 problems in total which have been categorized into five groups, and the problems which appear in Fig. 4 are broken down into percentages according to the frequency with which they appeared in teachers’ answers, which was in this order: Field of Study (5 problems, 18 references), Student Characteristics (7 problems, 14 references), Didactic Materials (5 problems, 9 references), Teaching Staff (5 problems, 9 references) and School Context (3 problems, 5 references).

The inner ring represents the relative frequency of each difficulty within its group. The outer ring represents the absolute frequency of each difficulty within the whole array of difficulties.

The problems which are identified the most and repeated most frequently are the need to experience the topic outside of the classroom and the theoretical complexity of the content, the spread of data to be used on the topic, the lack of basic education among students, and inter-disciplinary coordination. The rest of the factors highlighted by one or more teachers included the conceptual ideas and errors already held by students, the lack of continuity in the educational stages to tackle curricular topics or the objectives of the school. The teachers’ answers justify the importance of taking them into account when making changes for innovation, the integration of subject matters, and working on projects and problems relevant to the student. Geography is a science explained through other sciences; these ideas, as well as those previously mentioned, were expressed by the teachers interviewed, as summarized by this teacher:

“On the one hand, the content is approached in an isolated way in some subjects and, in my opinion, it should be studied in “all” subject areas. There should be coordination among teachers, as well as continuity between stages and courses, providing a contextualised approach applied to their surroundings. Consequently, their families, the authorities and the rest of the community should participate in their studies. If, furthermore, we don’t get out of the “ordinary classroom” scenario in order to observe, evaluate, analyze, apply knowledge, etc., the student ends up viewing a real problem which affects them directly as an abstract foreign concept, “something we talk about but has nothing to do with me”.

Geography is a science that requires practice, so the main problem mentioned is the need for contact with the environment. It is relevant for the student to study the climate and landscape. The theoretical complexity of the topic combines with the education received by the pupil, the materials used, and the academic context, but how do teachers tackle the subject to give answers and explain the problems of school geography lessons with climate problems and the environmental consequences? (Santiago, 2008 ).

We will now look at how teachers organize and handle their explanations to respond to these difficulties. The methodological aspects outlined in Table 3 demonstrate the 27 aspects the teachers associated with their teaching and the study of the climate. These factors belong to three main groups: materials and resources (13), methodologies (7), and type of activities (7). Most teachers use the textbook (10), documentaries and videos (7), local articles and data (6), illustrations, and the internet (5) for support, as a basis for the information to be studied in the classroom. In addition, but to a lesser extent, they use information about extreme weather events, climograph, or personal experiences related to the climate. The second group relates to the methods used. Environmental experimentation and research appear as the main strategy for learning alongside democratic training, the development of knowledge using previous ideas, cooperative learning, and interactive methods. Finally, the third group encompasses the activities undertaken in tandem with the methodology: brainstorming, understanding of reading materials, presenting projects, debates, and data analysis.

Some methodological aspects about resources, activities, and strategies coincide with those regularly used for teaching and learning about the climate (Romero, 2010 ; Martínez and López, 2016 ; Olcina, 2017 ), such as the textbook, the use of data and graphs, maps and activities for the interpretation and analysis of data. However, although there are aspects which could be included generically, there are no references to specific or innovative aspects for the study of the climate such as thematic maps, satellite images, the creation of monthly rain diagrams, constructing a laboratory, gathering data about the weather on a daily basis (Cruz, 2010 ) or learning based on projects or interdisciplinary projects (Rekalde and García, 2015 ).

The contrast between the difficulties that teachers observe among their students and the teaching they practice indicates that, without specific continuous teacher training, teachers’ thoughts and intentions do not correspond with their practice to a large extent. In other words, teachers are aware of the difficulties, but they cannot utilize methods such as methodological changes and specific resources for the design of activities related to the improvement of climate study at school.

In the end, we are interested in finding out what value teachers attribute to their explanations of independent and necessary concepts to explain climate and climate change. Here we have to highlight, as can be observed in Fig. 5 , the result obtained regarding the frequency of use for its evaluation. Teachers use, with a frequency of over 50%, the concepts of climate change, landscape, the greenhouse effect, climate, and weather compared with, at less than 50%, the minimum average temperature, cold drops, and sunlight. Night-time irradiation and the albedo effect were practically mentioned by one teacher.

The graph bars show how teachers make use of these concepts. The frequency of use of these concepts, represented by colors, shows the percentage of use of each notion by teachers on a scale from 0 (never) to 3 (very frequently).

The results show that teachers identify some concepts as more important to explain climate change in class. Thanks to the analysis carried out with the questionnaire, we were able to demonstrate the confusion experienced by students about the climate and weather, the mistaken identification of the average temperature as a piece of data that explains the climate, or the confusion about the causes of climate change. Teachers attribute relative value to minimum average temperatures, night-time irradiation, the albedo effect of sunlight. Science, on the other hand, explains and draws links between climate change and the increase in night-time temperatures to explain global warming, one of the causes of climate change, as expressed in a report and evaluations by the Intergovernmental Panel on Climate Change (Houghton; Callander and Varney, 1992 ):

“Average warming over parts of the Northern Hemisphere mid-latitude continents has been found to be largely characterized by increases in minimum (night-time) rather than maximum (daytime) temperatures.” (p. 7)

“A notable feature over considerable areas of the continental land masses of the Northern Hemisphere is that warming over the last few decades is primarily due to an increase in night-time rather than daytime temperatures.” (p. 21).

The school geography curriculum in Spain prescribes the complexity of curricular content, in line with the cognitive level of the pupil, to be studied during primary and secondary education. Studying with a progression of knowledge is important. During primary education, the curriculum is based on the physical environment, studying the air, then the atmosphere, atmospheric phenomena, weather elements, measurements and recording, the difference between weather and climate, the characteristics of different climates, and explanations for climate change (Martínez and López, 2016 ). During secondary education, they expand on causal and complex thinking, physical and human geography, and ecology from an analytical and later scalar perspective (Romero, 2010 ). Here lies the problem in properly understanding knowledge development processes on the topic of the climate. The teachers we interviewed mentioned this when they identified students’ learning difficulties, identifying their lack of basic training, their idealization of concepts, or the discontinuity in the curricular development of the topic. However, this contrasts with how the teachers evaluated basic concepts used to explain the climate, which is more or less the same as those found in the textbooks, related to the curriculum, rather than those necessary for a comprehensive causal explanation, such as that of climate change. As such, sunlight is only valued by one of the teachers interviewed and used very little. In Ontinyent itself, data over the last 30 years reveals the progressive increase in annual temperatures (Souto, 2018b ), which is not caused so much by sunlight—the same percentage of sunlight hours at certain times of the day is maintained—but rather by night-time irradiation. This concept was only mentioned by two teachers who use it very little.

As we can see, teachers mainly follow the topics in the curriculum as embodied in the textbooks, with the exception of the local reference to the Clariano river. They agree on the importance of this element of the landscape and understanding the significance of its dynamic relationship with the climate. The teachers observe the difficulty students have when studying the climate without leaving the classroom and speak of the need for more commensurate strategies. However, they maintain school traditions and routines, the use of the textbook, and standard curricular content.

Conclusions

The conclusions of the statistical study we carried out confirm the representativeness of the sample, while the analysis of responses verifies the substantiality of the surveyed population in tracking certain stereotypes in the “practical sense” (Domingos and Diniz, 2019 ) and the mechanic reproduction of climate and landscape concepts.

The results endorse the use of “practical sense” ideas Footnote 21 when it comes to everyday explanations regarding the climate, climate change, and its relationship with the landscape. We expected to explain the traditional method of learning about the climate, conditioned by students’ social representations. In this way, we concluded that the mistaken stereotypes and perceptions of a part of the academic population in primary, secondary, and baccalaureate, as well as higher education, are related with the assumption of “common sense”, derived from an everyday practical sense, to which authority is granted when “the facts” are reflected in social communication media.

The study revealed that students’ conceptual and stereotypical errors in the different educational stages vary according to the type (climate, weather, climate change, landscape) and stage (primary, secondary, university). They are persistent and continuous, given that they are repeated and appear anchored in the ideas and knowledge development of students regarding the problems and the study of the climate throughout their education.

We highlight the continuity regarding the manner of reasoning, although representations of abstract thinking are distinguished among secondary school and university students. In these stages, representations of concrete thinking, characteristic of lower cognitive levels and stages, are considered in the school curriculum for the teaching of the climate (Martínez and Olcina, 2019 ).

In the mind maps drawn by students about the climate and learning about the climate, we ascertained that the media and education are the most important factors in the development of knowledge among students. As regards the first, the influence of the internet and digital social communication media grows every day on students as a source of information, whilst other traditional sources of learning and knowledge such as school and family fall behind. As regards teaching, we highlight the role of the teacher in classes: how they teach, the obstacles of the school system, methodology, and the selection of conceptual aspects, procedures, and attitudes which predispose a certain education of the climate, its materialization on the landscape and the evidence of climate change.

Ultimately, the representativeness of the study helps us decipher one of the initial conjectures of this research: “stereotypes and conceptual errors about the climate and landscape are repeated in different statistical demographic cohorts” . This means that the educational system reinforces the ideas derived from common sense and those who transform these stereotypes into alternative arguments as a result of academic education (basic and university) are scarce.

In terms of the students and given the considerable degree of confusion between the weather and climate or about the causes of climate change in the educational stages, we showed how social representations have had an impact on children, teenagers, and young adults developing their knowledge about the climate and landscape, influenced more by the presence of vulgar theories on the topic than by the understanding and application of school concepts.

As regards the teachers, we showed how teachers’ intentions for methodological change collide with difficulties in specific continuous professional development. The obstacles to developing different methodologies, resources, and innovative activities are not overcome by teacher training in order to provide comprehensive explanations about climate change to their students. The increase of the influence of the media on students’ education about climate change facilitates students’ development of knowledge about the climate and environmental changes filled with errors and stereotypes. Some situations cannot be compared or analyzed in a classroom environment, either due to a lack of time dedicated to these topics or due to the obstacles inferred by teaching practice, such as the absence of specific training.

Failing to contest these spontaneous conceptions and academic traditions and routines leads to academic concepts being overshadowed by an incomplete explanation of the climate, resulting in a partial explanation based on vulgar and superficial ideas.

Data availability

The article directly contains the data used to carry out the analysis pertinent to the study. If you are interested in the rest of the data gathered for the research, it can be made available by reasonable written request to the authors.

The Social(S) group is recognized by the University of Valencia as a research group, including teachers from the non-university educational system as collaborators. For more details on the educational background of the group, you can check http://socialsuv.org/educacionsocioambiental/ .

Accordingly, we can highlight the doctoral theses by Diana Santana, “School participation and environmental governance: an educational dialectic” and Diego García, “The social representation of the rural environment: an analysis of school geography”, both presented in 2019, alongside more than ten Master’s theses developed between 2011 and 2019 which tackle the line of research related with Socio-environmental Education.

EcoRiba is a program local to Riba-roja de Túria in Valencia, Spain, which aims to showcase the landscape in order to invigorate the territory. It was presented to society in February 2016 and underpins all the objectives of this sustainable strategy for socio-environmental education.

This is what we call students who have obstacles and hindrances to achieving the objectives and basic skills set out in the school curriculum for a certain age. The book “La invisibilidad de las periferias escolares” [The invisibility of marginalised students] by J. García and X. Souto ( 2020 ) contains a compilation of a research project, thesis, and innovative educational proposals for use in classrooms by teachers who carry out this work with their students.

Group subsidiary dedicated to research and innovation in the education of history and geography at the University of Valencia, Socials group which refers to the understanding of social and environmental problems when teaching and learning about the climate and landscape. https://www.uv.es/uvweb/servicio-investigacion/es/grupos-investigacion/grupo-1285949714098.html?p2=GIUV2015-217 .

The work we referred to pertained to research carried out within the Research in Specific Didactics Doctoral Programme at the University of Valencia, in the line of research of Geography Didactics. Namely, the doctoral thesis entitled “Knowledge of the climate and landscape: from analysis to a teaching proposal”.

The Educational Innovation Project, “teacher training entrenched in the environment from the perspective of school practice” by the Generalitat Valencia with the code UV-SFPIE-GER18-85040, was developed during the three academic years from 2016 to 2019 by teachers in Ontinyent and the Department of Experimental and Social Science Didactics at the University of Valencia. This facilitated relationship-building with teachers, schools, and local bodies which was a guarantee for the sample and data collection.

Data about the Ontinyent population from the year 2016 extracted from the 2019 municipal sheets which can be found on the Generalitat Valencia’s Statistics Portal: http://www.pegv.gva.es/auto/scpd/web/FITXES/Fichas/46184.pdf .

Representations held by Kindergarten pupils were studied, but the explanation thereof is not reflected in the article, because it was a specific study of drawings.

Hereafter, we will use the term Secondary Education to refer to Compulsory Secondary Education.

For this article, pictorial representations were not analyzed.

Census data from the Valencian Statistics Institute (IVE).

The procedure to validate the questionnaire consisted of sending a first model of 84 questions so that the five experts could evaluate it. With the comments and assessment of each item, we have selected the most relevant questions to be able to analyze the students’ learning results; an exchange of views that have been archived, but not published. 10 questions have been selected from these results in this article.

See note 8, an Educational Innovation Project created with the objective of both students and teachers improving the teaching and learning about the climate and local landscape.

See note 4 of this article.

IPCC is the acronym for the Intergovernmental Panel on Climate Change, made up of an international group of experts and part of the UN, which generates periodical reports with studies and recommendations about climate change.

In the Community of Valencia, the Cefire is responsible for providing state-run courses for the continued professional development of teachers.

See previous note.

IGU is the acronym for the International Geographical Union.

Response received to the question regarding when and on what topic they take classes, given by a biology teacher from a public school which provides compulsory secondary education.

We follow the theories of Moisés Domingos regarding Pierre Bourdieu and Sergi Moscovici’s ideas.

Alatorre-Frenk G, González-Gaudiano E, Bello O (2016) Representaciones Sociales sobre Cambio Climático. Un Acercamiento a sus Procesos de Construcción. Trayectorias año 18(43):73–92

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This work is part of the project: The social representations of school content in the development of teaching skills , R&D Projects on Knowledge Development and Scientific Consolidation and System Technology R + D + i (Spanish Ministry of Science, Innovation and Universities), reference PGC2018-094491-B-C32, and co-financed with EU FEDER funds. This work was supported by the research project “The social representations of educational content in the development of teaching competencies” [PGC2018-094491-B-C32], funded by the Ministry of Science, Innovation, and Universities of Spain and co-funded by the ERDF.

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Campo-Pais, B., Morales-Hernández, A.J., Morote-Seguido, Á. et al. Environmental problems and Geographic education. A case study: Learning about the climate and landscape in Ontinyent (Spain). Humanit Soc Sci Commun 8 , 90 (2021). https://doi.org/10.1057/s41599-021-00761-6

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Case Study: The Amazon Rainforest

The Amazon in context

Tropical rainforests are often considered to be the “cradles of biodiversity.” Though they cover only about 6% of the Earth’s land surface, they are home to over 50% of global biodiversity. Rainforests also take in massive amounts of carbon dioxide and release oxygen through photosynthesis, which has also given them the nickname “lungs of the planet.” They also store very large amounts of carbon, and so cutting and burning their biomass contributes to global climate change. Many modern medicines are derived from rainforest plants, and several very important food crops originated in the rainforest, including bananas, mangos, chocolate, coffee, and sugar cane.

In order to qualify as a tropical rainforest, an area must receive over 250 centimeters of rainfall each year and have an average temperature above 24 degrees centigrade, as well as never experience frosts. The Amazon rainforest in South America is the largest in the world. The second largest is the Congo in central Africa, and other important rainforests can be found in Central America, the Caribbean, and Southeast Asia. Brazil contains about 40% of the world’s remaining tropical rainforest. Its rainforest covers an area of land about 2/3 the size of the continental United States.

There are countless reasons, both anthropocentric and ecocentric, to value rainforests. But they are one of the most threatened types of ecosystems in the world today. It’s somewhat difficult to estimate how quickly rainforests are being cut down, but estimates range from between 50,000 and 170,000 square kilometers per year. Even the most conservative estimates project that if we keep cutting down rainforests as we are today, within about 100 years there will be none left.

How does a rainforest work?

Rainforests are incredibly complex ecosystems, but understanding a few basics about their ecology will help us understand why clear-cutting and fragmentation are such destructive activities for rainforest biodiversity.

High biodiversity in tropical rainforests means that the interrelationships between organisms are very complex. A single tree may house more than 40 different ant species, each of which has a different ecological function and may alter the habitat in distinct and important ways. Ecologists debate about whether systems that have high biodiversity are stable and resilient, like a spider web composed of many strong individual strands, or fragile, like a house of cards. Both metaphors are likely appropriate in some cases. One thing we can be certain of is that it is very difficult in a rainforest system, as in most other ecosystems, to affect just one type of organism. Also, clear cutting one small area may damage hundreds or thousands of established species interactions that reach beyond the cleared area.

Pollination is a challenge for rainforest trees because there are so many different species, unlike forests in the temperate regions that are often dominated by less than a dozen tree species. One solution is for individual trees to grow close together, making pollination simpler, but this can make that species vulnerable to extinction if the one area where it lives is clear cut. Another strategy is to develop a mutualistic relationship with a long-distance pollinator, like a specific bee or hummingbird species. These pollinators develop mental maps of where each tree of a particular species is located and then travel between them on a sort of “trap-line” that allows trees to pollinate each other. One problem is that if a forest is fragmented then these trap-line connections can be disrupted, and so trees can fail to be pollinated and reproduce even if they haven’t been cut.

The quality of rainforest soils is perhaps the most surprising aspect of their ecology. We might expect a lush rainforest to grow from incredibly rich, fertile soils, but actually, the opposite is true. While some rainforest soils that are derived from volcanic ash or from river deposits can be quite fertile, generally rainforest soils are very poor in nutrients and organic matter. Rainforests hold most of their nutrients in their live vegetation, not in the soil. Their soils do not maintain nutrients very well either, which means that existing nutrients quickly “leech” out, being carried away by water as it percolates through the soil. Also, soils in rainforests tend to be acidic, which means that it’s difficult for plants to access even the few existing nutrients. The section on slash and burn agriculture in the previous module describes some of the challenges that farmers face when they attempt to grow crops on tropical rainforest soils, but perhaps the most important lesson is that once a rainforest is cut down and cleared away, very little fertility is left to help a forest regrow.

What is driving deforestation in the Amazon?

Many factors contribute to tropical deforestation, but consider this typical set of circumstances and processes that result in rapid and unsustainable rates of deforestation. This story fits well with the historical experience of Brazil and other countries with territory in the Amazon Basin.

Population growth and poverty encourage poor farmers to clear new areas of rainforest, and their efforts are further exacerbated by government policies that permit landless peasants to establish legal title to land that they have cleared.

At the same time, international lending institutions like the World Bank provide money to the national government for large-scale projects like mining, construction of dams, new roads, and other infrastructure that directly reduces the forest or makes it easier for farmers to access new areas to clear.

The activities most often encouraging new road development are timber harvesting and mining. Loggers cut out the best timber for domestic use or export, and in the process knock over many other less valuable trees. Those trees are eventually cleared and used for wood pulp, or burned, and the area is converted into cattle pastures. After a few years, the vegetation is sufficiently degraded to make it not profitable to raise cattle, and the land is sold to poor farmers seeking out a subsistence living.

Regardless of how poor farmers get their land, they often are only able to gain a few years of decent crop yields before the poor quality of the soil overwhelms their efforts, and then they are forced to move on to another plot of land. Small-scale farmers also hunt for meat in the remaining fragmented forest areas, which reduces the biodiversity in those areas as well.

Another important factor not mentioned in the scenario above is the clearing of rainforest for industrial agriculture plantations of bananas, pineapples, and sugar cane. These crops are primarily grown for export, and so an additional driver to consider is consumer demand for these crops in countries like the United States.

These cycles of land use, which are driven by poverty and population growth as well as government policies, have led to the rapid loss of tropical rainforests. What is lost in many cases is not simply biodiversity, but also valuable renewable resources that could sustain many generations of humans to come. Efforts to protect rainforests and other areas of high biodiversity is the topic of the next section.

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1.1 Geography Basics

Learning objectives.

• Understand the focus of geography and the two main branches of the discipline.
• Learn about the tools geographers use to study the earth’s surface.
• Summarize the grid system of latitude and longitude and how it relates to seasons and time zones.
• Distinguish between the different types of regional distinctions recognized in geography.
• Understand the spatial nature of geography and how each place or region is examined, analyzed, and compared with other places or regions.
• Determine the basic geographic realms and their locations.

What Is Geography?

Geography is the spatial study of the earth’s surface (from the Greek geo , which means “Earth,” and graphein , which means “to write”). Geographers study the earth’s physical characteristics, its inhabitants and cultures, phenomena such as climate, and the earth’s place within the universe. Geography examines the spatial relationships between all physical and cultural phenomena in the world. Geographers also look at how the earth, its climate, and its landscapes are changing due to cultural intervention.

The first known use of the word geography was by Eratosthenes of Cyrene (modern-day Libya in North Africa), an early Greek scholar who lived between 276 and 194 BCE. He devised one of the first systems of longitude and latitude and calculated the earth’s circumference. Additionally, he created one of the first maps of the world based on the available knowledge of the time. Around the same time, many ancient cultures in China, southern Asia, Polynesia, and the Arabian Peninsula also developed maps and navigation systems used in geography and cartography.

The discipline of geography can be broken down into two main areas of focus: physical geography and human geography . These two main areas are similar in that they both use a spatial perspective, and they both include the study of place and the comparison of one place with another.

Physical geography is the spatial study of natural phenomena that make up the environment, such as rivers, mountains, landforms, weather, climate, soils, plants, and any other physical aspects of the earth’s surface. Physical geography focuses on geography as a form of earth science. It tends to emphasize the main physical parts of the earth—the lithosphere (surface layer), the atmosphere (air), the hydrosphere (water), and the biosphere (living organisms)—and the relationships between these parts.

The major forms of study within physical geography include the following:

• Geomorphology (the study of the earth’s surface features)
• Glaciology (the study of glaciers)
• Coastal geography (the study of the coastal regions)
• Climatology (the study of climates and climate change)
• Biogeography (the study of the geographic patterns of species distribution)

Some physical geographers study the earth’s place in the solar system. Others are environmental geographers, part of an emerging field that studies the spatial aspects and cultural perceptions of the natural environment. Environmental geography requires an understanding of both physical and human geography, as well as an understanding of how humans conceptualize their environment and the physical landscape.

Physical landscape is the term used to describe the natural terrain at any one place on the planet. The natural forces of erosion, weather, tectonic plate action, and water have formed the earth’s physical features. Many US state and national parks attempt to preserve unique physical landscapes for the public to enjoy, such as Yellowstone, Yosemite, and the Grand Canyon.

Human geography is the study of human activity and its relationship to the earth’s surface. Human geographers examine the spatial distribution of human populations, religions, languages, ethnicities, political systems, economics, urban dynamics, and other components of human activity. They study patterns of interaction between human cultures and various environments and focus on the causes and consequences of human settlement and distribution over the landscape. While the economic and cultural aspects of humanity are primary focuses of human geography, these aspects cannot be understood without describing the landscape on which economic and cultural activities take place.

The cultural landscape is the term used to describe those parts of the earth’s surface that have been altered or created by humans. For example, the urban cultural landscape of a city may include buildings, streets, signs, parking lots, or vehicles, while the rural cultural landscape may include fields, orchards, fences, barns, or farmsteads. Cultural forces unique to a given place—such as religion, language, ethnicity, customs, or heritage—influence the cultural landscape of that place at a given time. The colors, sizes, and shapes of the cultural landscape usually symbolize some level of significance regarding societal norms. Spatial dynamics assist in identifying and evaluating cultural differences between places.

Traditionally, the field of cartography , or map making, has been a vital discipline for geographers. While cartography continues to be an extremely important part of geography, geographers also look at spatial (space) and temporal (time) relationships between many types of data, including physical landscape types, economies, and human activity. Geography also examines the relationships between and the processes of humans and their physical and cultural environments. Because maps are powerful graphic tools that allow us to illustrate relationships and processes at work in the world, cartography and geographic information systems have become important in modern sciences. Maps are the most common method of illustrating different spatial qualities, and geographers create and use maps to communicate spatial data about the earth’s surface.

Geospatial techniques are tools used by geographers to illustrate, manage, and manipulate spatial data. Cartography is the art and science of making maps, which illustrate data in a spatial form and are invaluable in understanding what is going on at a given place at a given time.

Making maps and verifying a location have become more exact with the development of the global positioning system (GPS) . A GPS unit can receive signals from orbiting satellites and calculate an exact location in latitude and longitude, which is helpful for determining where one is located on the earth or for verifying a point on a map. GPS units are standard equipment for many transportation systems and have found their way into products such as cell phones, handheld computers, fish finders, and other mobile equipment. GPS technology is widely implemented in the transport of people, goods, and services around the world.

Remote sensing technology acquires data about the earth’s surface through aerial photographs taken from airplanes or images created from satellites orbiting the earth. Remotely sensed images allow geographers to identify, understand, or explain a particular landscape or determine the land use of a place. These images can serve as important components in the cartographic (map-making) process. These technologies provide the means to examine and analyze changes on the earth’s surface caused by natural or human forces. Google Earth is an excellent example of a computer tool that illustrates remotely sensed images of locations on the earth.

Figure 1.1 Low Elevation Air Photo of Cultural Landscape in Morehead, Kentucky

Photo by R. Berglee – CC BY-NC-SA.

Geographic information science (GIS) , often referred to as geographic information systems, uses a computer program to assimilate and manage many layers of map data, which then provide specific information about a given place. GIS data are usually in digital form and arranged in layers. The GIS computer program can sort or analyze layers of data to illustrate a specific feature or activity. GIS programs are used in a wide range of applications, from determining the habitat range of a particular species of bird to mapping the hometowns of university students.

Figure 1.2 Illustration of Layers in a GIS Process

GIS specialists often create and analyze geographical information for government agencies or private businesses. They use computer programs to take raw data to develop the information these organizations need for making vital decisions. For example, in business applications, GIS can be used to determine a favorable location for a retail store based on the analysis of spatial data layers such as population distribution, highway or street arrangements, and the locations of similar stores or competitive establishments. GIS can integrate a number of maps into one to help analysts understand a place in relation to their own specific needs.

GIS also focuses on storing information about the earth (both cultural and natural) in computer databases that can be retrieved and displayed in the form of specialized maps for specific purposes or analyses. GIS specialists require knowledge about computer and database systems. Over the last two decades, GIS has revolutionized the field of cartography: nearly all cartography is now done with the assistance of GIS software. Additionally, analysis of various cultural and natural phenomena through the use of GIS software and specialized maps is an important part of urban planning and other social and physical sciences. GIS can also refer to techniques used to represent, analyze, and predict spatial relationships between different phenomena.

Geography is a much broader field than many people realize. Most people think of area studies as the whole of geography. In reality, geography is the study of the earth, including how human activity has changed it. Geography involves studies that are much broader than simply understanding the shape of the earth’s landforms. Physical geography involves all the planet’s physical systems. Human geography incorporates studies of human culture, spatial relationships, interactions between humans and the environment, and many other areas of research that involve the different subspecialties of geography. Students interested in a career in geography would be well served to learn geospatial techniques and gain skills and experience in GIS and remote sensing, as they are the areas within geography where employment opportunities have grown the most over the past few decades.

The Earth and Graticule Location

When identifying a region or location on the earth, the first step is to understand its relative and absolute locations. Relative location is the location on the earth’s surface with reference to other places, taking into consideration features such as transportation access or terrain. Relative location helps one compare the advantages of one location with those of another. Absolute location , on the other hand, refers to an exact point on the earth’s surface without regard to how that point is related to any other place. Absolute location is vital to the cartographic process and to human activities that require an agreed-upon method of identifying a place or point.

Just as you were taught in geometry that there are 360 degrees in a circle or a sphere, the earth also has 360 degrees, and they are measured using a grid pattern called the graticule . Lines of latitude and longitude allow any absolute location on the earth to have an identifiable address of degrees north or south and east or west, which allows geographers to accurately locate, measure, and study spatial activity.

Geographers and cartographers organize locations on the earth using a series of imaginary lines that encircle the globe. The two primary lines are the equator and the prime meridian. From these lines, the systems of longitude and latitude are formed, allowing you to locate yourself anywhere on the planet. The line is the longest when you travel along in an east-west direction. At the equator, the sun is directly overhead at noon on the two equinoxes, which occur in March and September.

Figure 1.3 Basic Lines of Longitude and Latitude

Parallels or Lines of Latitude

Figure 1.4 Noted Lines of Latitude

The equator is the largest circle of latitude on Earth. The equator divides the earth into the Northern and Southern Hemispheres and is called 0 degrees latitude. The other lines of latitude are numbered from 0 to 90 degrees going toward each of the poles. The lines north of the equator toward the North Pole are north latitude, and each of the numbers is followed by the letter “N.” The lines south of the equator toward the South Pole are south latitude, and each of the numbers is followed by the letter “S.” The equator (0 latitude) is the only line of latitude without any letter following the number. Notice that all lines of latitude are parallel to the equator (they are often called parallels) and that the North Pole equals 90 degrees N and the South Pole equals 90 degrees S. Noted parallels include both the Tropic of Cancer and the Tropic of Capricorn, which are 23.5 degrees from the equator. At 66.5 degrees from the equator are the Arctic Circle and the Antarctic Circle near the North and South Pole, respectively.

Meridians or Lines of Longitude

The prime meridian sits at 0 degrees longitude and divides the earth into the Eastern and Western Hemispheres. The prime meridian is defined as an imaginary line that runs through the Royal Observatory in Greenwich, England, a suburb of London. The Eastern Hemisphere includes the continents of Europe, Asia, and Australia, while the Western Hemisphere includes North and South America. All meridians (lines of longitude) east of the prime meridian (0 and 180) are numbered from 1 to 180 degrees east (E); the lines west of the prime meridian (0 and 180) are numbered from 1 to 180 degrees west (W). The 0 and 180 lines do not have a letter attached to them. The meridian at 180 degrees is called the International Date Line . The International Date Line (180 degrees longitude) is opposite the prime meridian and indicates the start of each day (Monday, Tuesday, etc.). Each day officially starts at 12:01 a.m., at the International Date Line. Do not confuse the International Date Line with the prime meridian (0 longitude). The actual International Date Line does not follow the 180-degree meridian exactly. A number of alterations have been made to the International Date Line to accommodate political agreements to include an island or country on one side of the line or another.

Climate and Latitude

The earth is tilted on its axis 23.5 degrees. As it rotates around the sun, the tilt of the earth’s axis provides different climatic seasons because of the variations in the angle of direct sunlight on the planet. Places receiving more direct sunlight experience a warmer climate. Elsewhere, the increased angle of incoming solar radiation near the earth’s poles results in more reflected sunlight and thus a cooler climate. The Northern Hemisphere experiences winter when sunlight is reflected off the earth’s surface and less of the sun’s energy is absorbed because of a sharper angle from the sun.

The Tropic of Cancer is the parallel at 23.5 degrees north of the equator, which is the most northerly place on Earth, receiving direct sunlight during the Northern Hemisphere’s summer. Remember that the earth is tilted 23.5 degrees, which accounts for seasonal variations in climate. The Tropic of Capricorn is the parallel at 23.5 degrees south of the equator and is the most southerly location on Earth, receiving direct sunlight during the Southern Hemisphere’s summer.

The tropics (Cancer and Capricorn) are the two imaginary lines directly above which the sun shines on the two solstices , which occur on or near June 20 or 21 (summer solstice in the Northern Hemisphere) and December 21 or 22 (winter solstice in the Northern Hemisphere). The sun is directly above the Tropic of Cancer at noon on June 20 or 21, marking the beginning of summer in the Northern Hemisphere and the beginning of winter in the Southern Hemisphere. The sun is directly above the Tropic of Capricorn at noon on December 21 or 22, marking the beginning of winter in the Northern Hemisphere and the beginning of summer in the Southern Hemisphere. Solstices are the extreme ends of the seasons, when the line of direct sunlight is either the farthest north or the farthest south that it ever goes. The region between the Tropics of Cancer and Capricorn is known as the tropics. This area does not experience dramatic seasonal changes because the amount of direct sunlight received does not vary widely. The higher latitudes (north of the Tropic of Cancer and south of the Tropic of Capricorn) experience significant seasonal variation in climate.

Figure 1.5 Road Sign South of Dakhla, Western Sahara (Claimed by Morocco), Marking the Tropic of Cancer

This sign was placed in this desert location by the Budapest-Bamako rally participants. The non-English portion is in Hungarian because of the European participants in the race.

Wikimedia Commons – public domain.

The Arctic Circle is a line of latitude at 66.5 degrees north. It is the farthest point north that receives sunlight during its winter season (90 N − 23.5 = 66.5 N). During winter, the North Pole is away from the sun and does not receive much sunlight. At times, it is dark for most of the twenty-four-hour day. During the Northern Hemisphere’s summer, the North Pole faces more toward the sun and may receive sunlight for longer portions of the twenty-four-hour day. The Antarctic Circle is the corresponding line of latitude at 66.5 degrees south. It is the farthest location south that receives sunlight during the winter season in the Southern Hemisphere (90 S − 23.5 = 66.5 S). When it is winter in the north, it is summer in the south.

The Arctic and Antarctic Circles mark the extremities (southern and northern, respectively) of the polar day (twenty-four-hour sunlit day) and the polar night (twenty-four-hour sunless night). North of the Arctic Circle, the sun is above the horizon for twenty-four continuous hours at least once per year and below the horizon for twenty-four continuous hours at least once per year. This is true also near the Antarctic Circle, but it occurs south of the Antarctic Circle, toward the South Pole. Equinoxes , when the line of direct sunlight hits the equator and days and nights are of equal length, occur in the spring and fall on or around March 20 or 21 and September 22 or 23.

Figure 1.6 Graphic of the Four Seasons

Universal Time (UT), Coordinated Universal Time (UTC), Greenwich Mean Time (GMT), or Zulu Time (Z): all four terms can be defined as local time at 0 degrees longitude, which is the prime meridian (location of Greenwich, England). This is the same time under which many military operations, international radio broadcasts, and air traffic control systems operate worldwide. UTC is set in zero- to twenty-four-hour time periods, as opposed to two twelve-hour time periods (a.m. and p.m.). The designations of a.m. and p.m. are relative to the central meridian: a.m. refers to ante meridiem , or “before noon,” and p.m. refers to post meridiem , or “after noon.” UT, UTC, GMT, and Z all refer to the same twenty-four-hour time system that assists in unifying a common time in regard to global operations. For example, all air flights use the twenty-four-hour time system so the pilots can coordinate flights across time zones and around the world.

The earth rotates on its axis once every twenty-four hours at the rate of 15 degrees per hour (15 × 24 = 360). Time zones are established roughly every 15 degrees longitude so that local times correspond to similar hours of day and night. With this system, the sun is generally overhead at noon in every time zone that follows the 15-degree-wide system. The continental United States has four main time zones (see Table 1.1 “Four Main Time Zones in the Continental United States and Their Central Meridians” and Figure 1.7 “Major Time Zones of the World” ).

Table 1.1 Four Main Time Zones in the Continental United States and Their Central Meridians

Figure 1.7 Major Time Zones of the World

The twenty-four times zones are based on the prime meridian in regard to Universal Coordinated Time (UTC), Greenwich Mean Time (GMT), or Zulu Time (Z), which all operate on the twenty-four-hour time clock. Local time zones are either plus or minus determined by the distance from the prime meridian.

Figure 1.8 Diagram Illustrating the Width of a Time Zone

In this diagram, 75 W is the central meridian for the eastern standard time zone in the United States.

The eastern standard time zone is five hours earlier than the time at the prime meridian (UTC) because it is about 75 degrees west of 0 degrees (5 × 15 = 75). For example, if it is noon in London, then it is 7 a.m. in New York. If it is 1 p.m. in New York, it is 10 a.m. in San Francisco, which is three times zones to the west. Since there are twenty-four hours in a day, there are twenty-four time zones on Earth. Each time zone is 15 degrees wide.

A problem with the 15-degree time zones is that the zones do not necessarily follow state, regional, or local boundaries. The result is that time zones are seldom exactly 15 degrees wide and usually have varied boundary lines. In the United States, the boundaries between the different time zones are inconsistent with the lines of longitude; in some cases, time zones zigzag to follow state lines or to keep cities within a single time zone. Other countries address the problem differently. China, for example, is as large in land area as the United States yet operates on only one time zone for the entire country.

Regions in Geography

A region is a basic unit of study in geography—a unit of space characterized by a feature such as a common government, language, political situation, or landform. A region can be a formal country governed by political boundaries, such as France or Canada; a region can be defined by a landform, such as the drainage basin of all the water that flows into the Mississippi River; and a region can even be defined by the area served by a shopping mall. Cultural regions can be defined by similarities in human activities, traditions, or cultural attributes. Geographers use the regional unit to map features of particular interest, and data can be compared between regions to help understand trends, identify patterns, or assist in explaining a particular phenomenon.

Regions are traditionally defined by internal characteristics that provide a sense of place. Their boundaries vary with the type of region, whether it is formal, functional, or vernacular; each type has its own meaning and defined purpose. A formal region has a governmental, administrative, or political boundary and can have political as well as geographic boundaries that are not open to dispute or debate. Formal boundaries can separate states, provinces, or countries from one another. Physical regions can be included within formal boundaries, such as the Rocky Mountains or New England. An official boundary, such as the boundary of a national park, can be considered a formal boundary. School districts, cities, and county governments have formal boundaries.

Natural physical geographic features have a huge influence on where political boundaries of formal regions are set. If you look at a world map, you will recognize that many political boundaries are natural features, such as rivers, mountain ranges, and large lakes. For example, between the United States and Mexico, the Rio Grande makes up a portion of the border. Likewise, between Canada and the United States, a major part of the eastern border is along the Saint Lawrence Seaway and the Great Lakes. Alpine mountain ranges in Europe create borders, such as the boundary between Switzerland and Italy.

While geographic features can serve as convenient formal borders, political disputes will often flare up in adjacent areas, particularly if valuable natural or cultural resources are found within the geographic features. Oil drilling near the coast of a sovereign country, for example, can cause a dispute between countries about which one has dominion over the oil resources. The exploitation of offshore fisheries can also be disputed. A Neolithic mummy of a man who died in 3300 BCE caused tension between Italy and Switzerland: the body was originally taken to Innsbruck, Switzerland, but when it was determined that the body was found about 90 meters (180 feet) inside the border of Italy, Italian officials laid claim to the body.

Functional regions have boundaries related to a practical function within a given area. When the function of an area ends, the functional region ends and its boundaries cease to exist. For example, a functional region can be defined by a newspaper service or delivery area. If the newspaper goes bankrupt, the functional region no longer exists. Church parishes, shopping malls, and business service areas are other examples of functional regions. They function to serve a region and may have established boundaries for limits of the area to which they will provide service. An example of a common service area—that is, a functional region—is the region to which a local pizza shop will deliver.

Vernacular regions have loosely defined boundaries based on people’s perceptions or thoughts. Vernacular regions can be fluid—that is, different people may have different opinions about the limits of the regions. Vernacular regions include concepts such as the region called the “Middle East.” Many people have a rough idea of the Middle East’s location but do not know precisely which countries make up the Middle East. Also, in the United States, the terms Midwest or South have many variations. Each individual might have a different idea about the location of the boundaries of the South or the Midwest. Whether the state of Kentucky belongs in the Midwest or in the South might be a matter of individual perception. Similarly, various regions of the United States have been referred to as the Rust Belt, Sun Belt, or Bible Belt without a clear definition of their boundaries. The limit of a vernacular area is more a matter of perception than of any formally agreed-upon criteria. Nevertheless, most people would recognize the general area being discussed when using one of the vernacular terms in a conversation.

Using a State as a Comparison Guide

In comparing one formal political region with another, it is often helpful to use a familiar country, state, province, or political unit as a reference or guide. Wherever you are located, you can research the statistical data for a formal region familiar to you to provide a common reference. The US state of Kentucky is one example that can be used to compare formal political regions. Kentucky ranks close to the middle range of the fifty US states in terms of its population of 4.3 million people. Kentucky is also within the median range of the fifty states in overall physical area. The state’s 40,409-square-mile physical area ranks it thirty-seventh in size in the United States. Kentucky is not as large in physical area as the western states but is larger in physical area than many of the eastern states. Kentucky includes part of the rural peripheral region of Appalachia, but the state also has cosmopolitan core urban centers such as Lexington and Louisville. Kentucky also borders the metropolitan city of Cincinnati. The rural peripheral regions of the state are home to agriculture and mining. The urban core areas are home to industry and service centers. Other US states could also be used as examples. Identifying a state’s geographical attributes provides readers both in and outside the United States with a comparison indicator for geographic purposes.

The state of Kentucky can be used as a comparison guide for understanding other formal political regions around the world.

World Regional Geography

World regional geography studies various world regions as they compare with the rest of the world. Factors for comparison include both the physical and the cultural landscape. The main questions are, Who lives there? What are their lives like? What do they do for a living? Physical factors of significance can include location, climate type, and terrain. Human factors include cultural traditions, ethnicity, language, religion, economics, and politics.

World regional geography focuses on regions of various sizes across the earth’s landscape and aspires to understand the unique character of regions in terms of their natural and cultural attributes. Spatial studies can play an important role in regional geography. The scientific approach can focus on the distribution of cultural and natural phenomena within regions as delimited by various natural and cultural factors. The focus is on the spatial relationships within any field of study, such as regional economics, resource management, regional planning, and landscape ecology.

Again, this textbook takes a regional approach with a focus on themes that illustrate the globalization process, which in turn helps us better understand our global community. The regions studied in world regional geography can be combined into larger portions called realms . Realms are large areas of the planet, usually with multiple regions, that share the same general geographic location. Regions are cohesive areas within each realm. The following eleven realms are outlined in this text:

• Europe (Eastern Europe and Western Europe)
• The Russian Realm (Russian republic of the former Soviet Union)
• North America (United States and Canada)
• Middle America (Caribbean, Mexico, Central America)
• South America
• North Africa, the Middle East and central Asia
• Subsaharan Africa (Africa south of the Sahara Desert)
• Southern Asia (India and its neighbors)
• Eastern Asia (China, Mongolia, Japan, and the Koreas)
• Southeast Asia (mainland region and the islands region)
• Australia and the Pacific (including New Zealand)

Figure 1.10 Major World Realms

Key Takeaways

• Geography is the spatial study of the earth’s surface. The discipline of geography bridges the social sciences with the physical sciences. The two main branches of geography include physical geography and human geography. GIS, GPS, and remote sensing are tools that geographers use to study the spatial nature of physical and human landscapes.
• A grid system called the graticule divides the earth by lines of latitude and longitude that allow for the identification of absolute location on the earth’s surface through geometric coordinates measured in degrees. There are twenty-four time zones that are set at 15-degree intervals each and organize time intervals around the world.
• The tilt of the earth’s axis at 23.5 degrees helps create the earth’s seasonal transitions by either absorbing or reflecting the sun’s energy. The line of direct sunlight always hits the earth between 23.5 degrees north (Tropic of Cancer) and 23.5 degrees south (Tropic of Capricorn), depending on the time of year.
• A region is the basic unit of study in geography. Three main types of boundaries define a region: formal, functional, and vernacular. World regional geography is the study of a particular group of world regions or realms as each compares with the rest of the world.

Discussion and Study Questions

• How does the discipline of geography provide a bridge between the social sciences and the physical sciences?
• How does the cultural landscape assist in indicating the differences between a wealthy neighborhood and a poverty-stricken neighborhood?
• How can remote sensing technology assist in determining what people do for a living?
• What is the significance of the Tropic of Cancer and the Tropic of Capricorn?
• What occupations depend on knowledge of the seasons for their success?
• If it is 4 p.m. in San Francisco, what time is it in London, England?
• How would GIS, GPS, or remote sensing technology be used to evaluate the destruction caused by a tornado in Oklahoma?
• How is the cultural landscape influenced by the physical landscape?
• Can you list a formal region, a functional region, and a vernacular region that would include where you live?
• What methods, topics, or procedures would be helpful to include in the study of world geography?

Geography Exercise

Identify the following key places on a map:

• Arctic Circle
• Antarctic Circle
• International Date Line
• Prime meridian
• Tropic of Cancer
• Tropic of Capricorn
• Use Google Earth to locate your current school or residence.
• Draw a map of your home state or province and include lines of latitude and longitude.
• Compile the statistical data on your home state, province, or territory to use in comparing formal political regions.

World Regional Geography Copyright © 2016 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

GeographyCaseStudy.Com

Detailed resources for pre-university Geography students

Urban infrastructure

By Matt Burdett, 16 May 2018

On this page, we look at urban system growth including infrastructure improvements over time, such as transport, sanitation, water, waste disposal and telecommunications.

• Milano Centrale railway station, Milan, Italy. Urban infrastructure such as railway stations needs periodic upgrading, such as this US$120 million upgrade of Milan’s artistically important railway terminus. Source: By the author.

What is infrastructure?

In the study of geography, infrastructure usually refers to the built environment . This includes buildings and transport, as well as electricity, gas, water and sanitation connections.

Infrastructure is a very wide ranging term. One example of a wide definition is: “The basic structure, the framework, the system which supports the operation of an organization (e.g. the power and water supplies, the transport and communication facilities, the drainage system), which makes economic development possible, the basic capital investment of a country or enterprise” (Clark, 2004).

Hard versus soft infrastructure

There are two main types of infrastructure within an urban area. The first is that described in the definition above: the built environment, meaning the physical connections between places that carry people, materials, information and energy. These ‘fixed’ things include roads, railways, pipes, and cables. They are frequently called hard infrastructure or fixed infrastructure ( Gotbaum, 2011 ).

In a wider sense, an urban area also has a social and economic infrastructure. This refers to the institutions that need to exist for the city to be maintained. For example, we can describe the ‘healthcare infrastructure’ as not only the hospital buildings but also the expertise of medical staff, money to pay for it, the legal system which allows it to happen and the political will to make adequate decisions about healthcare provision. This is known as soft infrastructure and is really about the ability to provide specialised services.

Essential elements of urban infrastructure

Essential infrastructure includes the following:

• Water supplies
• Waste disposal
• Telecommunications

These infrastructure are almost always run on a network system in urban areas. This means they have inputs, outputs, nodal points and links.

• Inputs: the material or energy coming into the urban system
• Outputs: the waste material leaving the urban system
• Links: pipes, roads and so on that distribute the energy or material through the system
• Nodal points : central locations which connect to each other; there are often many nodal points operating in a hierarchy, and nodes can be connected to more than one part of the system

The diagram below shows the links and nodes for a computer network, but the concept of network development applies to many different areas in geography too including physical infrastructure in urban areas.

• A simplified diagram of links and nodes. Source: Farkas and Raleigh, 2013 .

Networks like this have several advantages. They minimise the risk of failure of the entire network by making it possible to isolate individual sections:

• Parts can be turned off and on, allowing for maintenance to happen without interrupting the entire system
• If one part fails, it can be ‘backed up’ by another part of the system that is still working
• Improvements can be made to one part of the system at a time
• Wholescale improvements can be done more efficiently by upgrading central nodes, and these improvements can ‘cascade’ through the system. A good example is the adaptation of telephone lines to high speed internet, as the nodes in the network can be upgraded to process more data, so the link itself doesn’t need to be altered. Another example is a congested road system, where changing the ways that junctions prioritise traffic can avoid having to build a new road.
• Waste outputs can potentially be recycled back into the system more effectively

In High Income Countries, governments and private companies frequently make improvements to networks to ensure sustainability. Yet “in most poor countries such infrastructure is grossly inadequate” ( Collier and Venables, 2016 ) which causes major problems for people living in those cities.

Key concepts in urban infrastructure

There are several ways to look at urban infrastructure beyond simply describing it. Detailed descriptions of different types of urban infrastructure and the importance they hold within the city system are lower down this page, but first we discuss the key issues that planners have to consider when deciding what infrastructure is needed in an urban area.

Capacity refers to the amount of inputs, flows and outputs that a system can cope with. To be ‘below capacity’ is usually described as having unused parts of the network, or parts that are not used to their full extent, and therefore capacity is reached when all parts of the network are being used to their full extent.

Urban areas that have capacity in their networks are capable of meeting the needs of the population. If the capacity is reached or exceeded, the urban area struggles to meet the needs of people and will suffer social, economic and possibly environmental problems. For example, if the public transport system reaches capacity, there will not be enough space on the buses and trains to transport all the people who need to move around as part of their daily lives, which will cost businesses money in lost revenue, and prevent people from accessing the services they need.

Sustainability

A major concern for modern urban development is to make the infrastructure of a city as sustainable as possible. Sustainability in this context means that the infrastructure will be capable of supporting the environmental, social and economic needs of the city both today and in the future, assuming that it is maintained properly.

Sustainable issues include:

• Sustainable transport infrastructure, such as mass transit systems (subways / metros / underground systems)
• Appropriate energy sources
• Safe and secure housing e.g. that can withstand hazards such as fire and earthquakes
• ‘Future proofing’, such as by ensuring that infrastructure can be easily adapted to unknown future needs. This includes having a system capacity beyond what is currently needed. For example, if there is a new road being planned, it should be capable of carrying more cars than is currently needed so that as the city grows, it doesn’t need to be rebuilt.

Essential infrastructure

In any city, some infrastructure is essential while some is optional. For example, a bridge across a river might be essential while a large sports stadium is not. Examples of essential infrastructure are power stations and electricity supplies, sewage systems, clean drinking water systems, major transport systems (metro systems and railways) and telecommunications networks.

Public sector infrastructure projects

Often, the national government takes responsibility for major infrastructure projects that are considered so important that they must not be allowed to fail, or are so large that no private company could take the project on. These projects generally have a direct impact on everyone in the city, not just the people who choose to use it. For example, a major ring-road (also called a beltway, perifico, orbital or radial road) will not only help the commuters who use it, but also reduce congestion in the city for everyone else by redirecting traffic away from gridlocked areas.

Private sector infrastructure projects

The private sector, i.e. profit making businesses, is generally responsible for non-essential infrastructure. Examples include building office blocks and housing, and profitable infrastructure such as mobile phone networks. For example, the switch from 4G to 5G mobile networks in the United States is predicted to cost US$104 billion, and will mostly be paid for by private cellular companies ( Goovaerts, 2015 ).

However, the private sector is sometimes involved in major ‘public’ projects too. There are two main reasons why governments may still step in and either pay the private company for the project, or take control itself. Firstly, if the private company goes out of business, the government will be forced to step in. In 2018, the company Carillion went out of business. It was the UK’s second largest construction firm with 20,000 workers and even more contractors who relied on it for their income ( BBC News, 2018 ). It was building projects such as the Midland Metropolitan Hospital, the Aberdeen Bypass and the HS2 which is a high speed rail line between London and the middle of the country ( BBC News, 2018a ). The UK government had to pay to continue these projects which were too important to not be continued.

Secondly, rural areas are even more expensive to connect (because of the larger land to cover, and the lower population to sell network access to) so the government will often subsidise a part of the cost. Since the 1980s there has been a gradual move towards using private companies to build more essential infrastructure too, but in almost every case the government is paying a large share of the bill.

BBC News, 2018. Carillion collapse: What next? http://www.bbc.com/news/business-42680590 Accessed 16 May 2018.

BBC News, 2018a. Mapping Carillion’s biggest construction projects. http://www.bbc.com/news/business-42717735 Accessed 16 May 2018.

Clark, 2004. The Penguin Dictionary of Geography (3rd edition). Penguin. London.

Collier and Venables, 2016. Urban infrastructure for development. https://urbanisation.econ.ox.ac.uk/materials/papers/110/oxf-rev-econ-policy-2016-collier-391-409.pdf Accessed 16 May 2018.

Farkes and Rayleigh, 2013. Designing Documents for Selective Reading, in Information Design Journal 20(1), January 2013. https://www.researchgate.net/publication/263192546_Designing_Documents_for_Selective_Reading?_sg=uIWvXLae0aSNSi8cxS-d76PM_LgTcuKKFFRvRJnR27MUbvTFH3FT5My0j1ERxQ8AsFgNHChJwkU7GVnXfl0EGKGS2vR5haQTFA Accessed 16 May 2018.

Goovaerts, 2015. iGR Study Forecasts $104B Cost to Upgrade LTE Networks, Build Out 5G Network. https://www.wirelessweek.com/news/2015/12/igr-study-forecasts-104b-cost-upgrade-lte-networks-build-out-5g-network Accessed 16 May 2018.

Gotbaum, 2011. The Difference Between Soft And Hard Infrastructure, And Why It Matters. https://stateimpact.npr.org/new-hampshire/2011/10/26/infrustructure-soft-and-hard/ Accessed 16 May 2018.

KPMG, 2012. Cities Infrastructure: a report on sustainability. https://home.kpmg.com/content/dam/kpmg/pdf/2012/05/Cities-Infrastructure-a-report-on-sustainability.pdf Accessed 16 May 2018.

Li, 2016. Infrastructure and Urbanization in the People’s Republic of China. https://www.adb.org/sites/default/files/publication/221431/adbi-wp632.pdf Accessed 16 May 2018.

TheONEbrief, n.d. Urban Infrastructure: Keeping Economies and People Healthy. http://theonebrief.com/urban-infrastructure-keeping-economies-and-people-healthy/ Accessed 16 May 2018.

Urban infrastructure: Learning activities

• Define ‘infrastructure’. [1]
• Distinguish between hard and soft infrastructure. [2]
• What is ‘essential infrastructure’? [2]
• What is a ‘nodal point’? [1]
• Explain why many urban infrastructure on a network system. [4]
• For an urban area you know well, can you identify any ‘critical points’ in the infrastructure that, if they fail or need updating, affect the entire urban area? Outline the possible impacts and explain their severity. (If you are struggling, consider the road system: is there anywhere that suffers traffic congestion? If not, explain how the urban infrastructure in this area is networked to prevent this from happening.) [5]
• Define ‘capacity’ in relation to urban infrastructure. [2]
• Suggest and explain three problems that an urban area may face if three different infrastructure networks exceed capacity. [6]
• What is meant by ‘sustainability’ in the context of urban infrastructure? [4]
• Explain how and why governments are often directly involved with large infrastructure projects. [6]

Other tasks

In a small group, design an urban area. You can decide whether to build a new area or improve an existing one. This is not a real simulation of urban planning, but an opportunity for ‘blue sky thinking’ which means to think without any constraints. What infrastructure would your design include? When you have finished, annotate your design to explain the choices you made, and check that you have included all the different types of infrastructure discussed on this page (e.g. did you remember to include cellular phone networks?). If there are several groups working simultaneously, hold a discussion and have a vote about which is the best city and why. One consideration you may think about is: what are the socio-economic and demographic characteristics of this city’s population, and does it meet their needs? Another is: does your city resemble any of the urban models such as Burgess’s Concentric Zone Model, and why?

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Typhoon Haiyan Case Study

What were the primary and secondary effects of Typhoon Haiyan? What were the immediate and long-term responses?

What were the primary effects of Typhoon Haiyan?

Typhoon Haiyan, a category five typhoon, struck the Philippines, close to Tacloban on 8th November, 2013 at 4.40 am. The tropical storm originated in the northwest Pacific Ocean. It is one of the most powerful typhoons to affect the Philippines. Wind speeds of 314 kilometres per hour (195 miles per hour) were recorded.

Typhoon Haiyan

The primary effects of Typhoon Haiyan were:

• strong winds battered homes
• people were made homeless, particularly around Western and Eastern Visayas
• electric was interrupted
• airport badly damaged
• roads were blocked by fallen trees and other debris
• Leyte and Tacloban experienced a 5-metre storm surge, and 400mm of rainfall flooded an area of up to 1km inland
• 90% of Tacloban was destroyed
• 6190 people died
• 29,000 people were injured
• 4.1 million people were made homeless
• 14.1 million people affected
• The overall cost of damage was around $12 billion
• 1.1 million tonnes of crops destroyed
• 1.1 million houses damaged
• 1 million farmers and 600,000 hectares of farmland affected

The strong winds battered homes and even the evacuation centre buildings. Those made homeless were mainly in the Western and Eastern Visayas. Power was interrupted, the airport was severely damaged, and trees and debris blocked roads. Leyte and Tacloban had a five-metre storm surge, and 400 millimetres of heavy rainfall flooded one kilometre inland. Ninety per cent of the city of Tacloban was destroyed.

Debris lines the streets of Tacloban, Leyte island. This region was the worst affected by the typhoon, causing widespread damage and loss of life. Caritas responds by distributing food, shelter, hygiene kits and cooking utensils. (Photo: Eoghan Rice – Trócaire / Caritas)

Although the harvest season was over, rice and seed stocks were squandered in the storm surges, leading to a $53 million US dollars loss.

Over one-third of farmers and fishers lost their income, leading to a total loss of $724 million.

What were the secondary effects?

Social effects

• Infection and diseases spread, mainly due to contaminated surface and ground water.
• Survivors fought for food and supplies. Eight people died in a stampede for food supplies.
• Power supplies were cut off for months in some areas.
• Education was disrupted as many schools were destroyed.
• Seawater, chemicals and sewerage contaminated surface and groundwater.

Economic effects

• An oil tanker ran aground, causing an 800,000-litre oil leak that contaminated fishing waters.
• The airport was badly damaged and roads were blocked by debris and trees.
• Looting was rife, due to the lack of food and supplies.
• Rice prices had risen by nearly 12% by 2014.

Environmental effects

• The leak from the oil barge led to ten hectares of mangroves being contaminated.
• Flooding caused landslides.

What were the immediate responses?

The government issued a televised warning to people to prepare and evacuate.

Eight hundred thousand people were evacuated following a televised warning by the president. Many people found refuge in a stadium in Tacloban. However, many people died when it was flooded. The government provided essential equipment and medical supplies. A curfew was introduced two days after the typhoon to reduce looting.

Over 1,200 evacuation centres were set up to help the homeless.

Three days after the storm, the main airport was reopened, and emergency aid arrived. Power was restored in some regions after a week. One million food packs and 250,000 litres of water were distributed within two weeks.

Over $1.5 billion of foreign aid was pledged. Thirty-three countries and international organisations promised help, with rescue operations and an estimated US $ 88.871 million.

What were the long-term responses?

A cash for work programme paid people to clear debris and rebuild Tacloban.

The international charity organisation Oxfam replaced fishing boats.

Build Back Better is the government’s response to the typhoon. Launched in 2014, it intended to upgrade damaged buildings to protect them from future disasters. They have also set up a no-build zone along the coast in Eastern Visayas, a new storm surge warning system has been developed, and mangroves replanted to absorb future storm surges.

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