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Spatial Statistics and Composite Indicators:

                    a review of existing case studies
                                   and
                          open research issues

                   on Spatial Composite Indicators

                                      by
                       Daniele Trogu, Michele Campagna



D. Trogu                                                 daniele.trogu@unica.it
M. Campagna                                                campagna@unica.it
Summary

Composite indicators and the spatial dimension

Critical analysis of recent advances

Open issues for further research




D. Trogu                                         daniele.trogu@unica.it
M. Campagna                                        campagna@unica.it
Composite indicators

Multidimensional measure

Description of complex characteristics of reality

Synthesises the effects of a certain set of sub-factors

Provide performance ranking of spatial units




D. Trogu                                                  daniele.trogu@unica.it
M. Campagna                                                 campagna@unica.it
CI: application domain

Socio-economic systems

Policy-making support tool

Usually based on a-spatial data

CI reference to spatial units (administrative boundary)




D. Trogu                                                  daniele.trogu@unica.it
M. Campagna                                                 campagna@unica.it
CI: application domain
 Usually based on a-spatial data

 CI reference to spatial units (administrative boundary)

                                                                               1
                                                                   INDICATOR is AVG. MEASURE

                                   ?           ?               ?
            2             ?
                              LARGE SMALL-SCALE SPATIAL UNIT
NO SPATIAL MEASURES
                      ?
                          ?                                    ?
                                          ?        ?

 D. Trogu                                                                  daniele.trogu@unica.it
 M. Campagna                                                                 campagna@unica.it
Building CIs
Theoretical framework                       Weighting and aggregation

Data selection                              Robustness and sensitivity

Imputation of missing data                  Back to the real data

Multivariate analysis                       Links to other variables

                                            Presentation and visualization
Normalisation



                        (Source: OECD and JRC, 2008)


 D. Trogu                                                     daniele.trogu@unica.it
 M. Campagna                                                    campagna@unica.it
CI and Spatial statistics:
                                  understanding the spatial structure

            CI values may be not random in space

            CI value patterns may be spatial dependent

Thus, spatial dependence must be take into account in forecast
models

In policy-making
accounting for the spatial structure allows to better understand
phenomena in spatial units

 D. Trogu                                                   daniele.trogu@unica.it
 M. Campagna                                                  campagna@unica.it
Spatial Dimension of CI
                                                            State of Art


Recent growing interests towards the spatial dimension of CI due to:

 Advance in technologies (computing power & software)

Advance in spatial data availability (e.g. Spatial Data Infrastructures)




 D. Trogu                                                    daniele.trogu@unica.it
 M. Campagna                                                   campagna@unica.it
Analysis of recent advances:
                                  Spatial CI Matrix
Taxonomy of three main domains:

        Indicators

        Sub-domains

        Methods




 D. Trogu                                 daniele.trogu@unica.it
 M. Campagna                                campagna@unica.it
Spatial CI matrix structure:
                          Spatial CI
                                        Spatial CI Matrix
                           Matriix



           Indicators   Sub-domains           Methods


      Indicator           Economy           Spatial features

       Authors
                            Social           Spatial Units
     Composite
                        Environmental       Study of spatial
       Domain
                                             dependence
D. Trogu                                          daniele.trogu@unica.it
M. Campagna                                         campagna@unica.it
Matrix(1): Indicators

Indicators give meta-information about CI:

        Indicator (name)

        Authors

        Composite

        Domain



 D. Trogu                                    daniele.trogu@unica.it
 M. Campagna                                   campagna@unica.it
Matrix (2): Sub-domain

Sub-domain shows which are the sub-factors considered to define the
CI:

 Economy

Social

Environment




 D. Trogu                                               daniele.trogu@unica.it
 M. Campagna                                              campagna@unica.it
Matrix (3): Methods

 Describes the methodology and technical aspects used for analysing
the spatial dependence of the CI:

 Spatial features

Spatial units

Study of Spatial Dependence




 D. Trogu                                                daniele.trogu@unica.it
 M. Campagna                                               campagna@unica.it
Results
 CI are often used only in the socio-economic field

  Spatial dimension in composite indicator is still a rather unexplored
field

Spatial units are usually administrative boundary

Spatial data are seldom used in CIs construction

 Spatial location may influence the performance of a given spatial
units

 D. Trogu                                                      daniele.trogu@unica.it
 M. Campagna                                                     campagna@unica.it
Open research issues
 More research to understand the implication for CIs in terms of spatial
dependence

 New methods to extend CIs design methodologies to the case of
spatial data (i.e. GIS based spatial composite indicators)

 Possibility to choose spatial units on the basis of particular spatial
features of phenomena (e.g. Landscape value or Env. Sustainability)

 Understand how spatial analysis can help in the definition of Spatial
Composite Indicator

 D. Trogu                                                     daniele.trogu@unica.it
 M. Campagna                                                    campagna@unica.it
Thank you
  for your attention!




  Questions, comments, remarks, suggestions are
  welcome!



D. Trogu                                          daniele.trogu@unica.it
M. Campagna                                         campagna@unica.it

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Trogu & Campagna - input2012

  • 1. Spatial Statistics and Composite Indicators: a review of existing case studies and open research issues on Spatial Composite Indicators by Daniele Trogu, Michele Campagna D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 2. Summary Composite indicators and the spatial dimension Critical analysis of recent advances Open issues for further research D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 3. Composite indicators Multidimensional measure Description of complex characteristics of reality Synthesises the effects of a certain set of sub-factors Provide performance ranking of spatial units D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 4. CI: application domain Socio-economic systems Policy-making support tool Usually based on a-spatial data CI reference to spatial units (administrative boundary) D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 5. CI: application domain Usually based on a-spatial data CI reference to spatial units (administrative boundary) 1 INDICATOR is AVG. MEASURE ? ? ? 2 ? LARGE SMALL-SCALE SPATIAL UNIT NO SPATIAL MEASURES ? ? ? ? ? D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 6. Building CIs Theoretical framework Weighting and aggregation Data selection Robustness and sensitivity Imputation of missing data Back to the real data Multivariate analysis Links to other variables Presentation and visualization Normalisation (Source: OECD and JRC, 2008) D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 7. CI and Spatial statistics: understanding the spatial structure CI values may be not random in space CI value patterns may be spatial dependent Thus, spatial dependence must be take into account in forecast models In policy-making accounting for the spatial structure allows to better understand phenomena in spatial units D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 8. Spatial Dimension of CI State of Art Recent growing interests towards the spatial dimension of CI due to: Advance in technologies (computing power & software) Advance in spatial data availability (e.g. Spatial Data Infrastructures) D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 9. Analysis of recent advances: Spatial CI Matrix Taxonomy of three main domains: Indicators Sub-domains Methods D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 10. Spatial CI matrix structure: Spatial CI Spatial CI Matrix Matriix Indicators Sub-domains Methods Indicator Economy Spatial features Authors Social Spatial Units Composite Environmental Study of spatial Domain dependence D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 11. Matrix(1): Indicators Indicators give meta-information about CI: Indicator (name) Authors Composite Domain D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 12. Matrix (2): Sub-domain Sub-domain shows which are the sub-factors considered to define the CI: Economy Social Environment D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 13. Matrix (3): Methods Describes the methodology and technical aspects used for analysing the spatial dependence of the CI: Spatial features Spatial units Study of Spatial Dependence D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 14. Results CI are often used only in the socio-economic field Spatial dimension in composite indicator is still a rather unexplored field Spatial units are usually administrative boundary Spatial data are seldom used in CIs construction Spatial location may influence the performance of a given spatial units D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 15. Open research issues More research to understand the implication for CIs in terms of spatial dependence New methods to extend CIs design methodologies to the case of spatial data (i.e. GIS based spatial composite indicators) Possibility to choose spatial units on the basis of particular spatial features of phenomena (e.g. Landscape value or Env. Sustainability) Understand how spatial analysis can help in the definition of Spatial Composite Indicator D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it
  • 16. Thank you for your attention! Questions, comments, remarks, suggestions are welcome! D. Trogu daniele.trogu@unica.it M. Campagna campagna@unica.it