ECOGRAPHY 25: 601–615, 2002
The consequences of spatial structure for the design and analysis
of ecological field surveys
Pierre Legendre, Mark R. T. Dale, Marie-Jose´e Fortin, Jessica Gurevitch, Michael Hohn and Donald Myers
Legendre, P., Dale, M. R. T., Fortin, M.-J., Gurevitch, J., Hohn, M. and Myers, D.
2002. The consequences of spatial structure for the design and analysis of ecological
field surveys. – Ecography 25: 601–615.
In ecological field surveys, observations are gathered at different spatial locations. The
purpose may be to relate biological response variables (e.g., species abundances) to
explanatory environmental variables (e.g., soil characteristics). In the absence of prior
knowledge, ecologists have been taught to rely on systematic or random sampling
designs. If there is prior knowledge about the spatial patterning of the explanatory
variables, obtained from either previous surveys or a pilot study, can we use this
information to optimize the sampling design in order to maximize our ability to detect
the relationships between the response and explanatory variables?
The specific questions addressed in this paper are: a) What is the effect (type I error)
of spatial autocorrelation on the statistical tests commonly used by ecologists to analyse
field survey data? b) Can we eliminate, or at least minimize, the effect of spatial
autocorrelation by the design of the survey? Are there designs that provide greater
power for surveys, at least under certain circumstances? c) Can we eliminate or control
for the effect of spatial autocorrelation during the analysis? To answer the last question,
we compared regular regression analysis to a modified t-test developed by Dutilleul
for correlation coefficients in the presence of spatial autocorrelation.
Replicated surfaces (typically, 1000 of them) were simulated using different spatial
parameters, and these surfaces were subjected to different sampling designs and
methods of statistical analysis. The simulated surfaces may represent, for example,
vegetation response to underlying environmental variation. This allowed us 1) to
measure the frequency of type I error (the failure to reject the null hypothesis when
in fact there is no effect of the environment on the response variable) and 2) to estimate
the power of the different combinations of sampling designs and methods of statistical
analysis (power is measured by the rate of rejection of the null hypothesis when an
effect of the environment on the response variable has been created).
Our results indicate that: 1) Spatial autocorrelation in both the response and
environmental variables affects the classical tests of significance of correlation or
regression coefficients. Spatial autocorrelation in only one of the two variables does
not affect the test of significance. 2) A broad-scale spatial structure present in data has
the same effect on the tests as spatial autocorrelation. When such a structure is present
in one of the variables and autocorrelation is found in the other, or in both, the tests
of significance have inflated rates of type I error. 3) Dutilleul’s modified t-test for the
correlation coefficient, corrected for spatial autocorrelation, effectively corrects for
spatial autocorrelation in the data. It also effectively corrects for the presence of
deterministic structures, with or without spatial autocorrelation. The presence of a
broad-scale deterministic structure may, in some cases, reduce the power of the modified
t-test.
P. Legendre (pierre.legendre@umontreal.ca), De´pt de Sciences Biologiques, Uni. de
Montre´al, C.P. 6128, succ. Centre -ille, Montre´al, Que´bec, Canada H3C 3J7. –
M.R.T. Dale, Dept of Biological Sciences, Uni. of Alberta, Edmonton, AB, Canada
T6G 2E9.– M.-J. Fortin, Dept of Zoology, Uni. of Toronto, Toronto, ON, Canada
M5S 3G5.– J. Gureitch, Dept of Ecology and Eolution, State Uni. of New York,
Stony Brook, NY 11794 -5245, USA.– M. Hohn, West Virginia Geology and Economy
Surey, P.O. Box 879, Morgantown, WV 26507 -0879, USA.– D. Myers, Dept of
Mathematics, Uni. of Arizona, P.O. Box 210089, Tucson, AZ 85721, USA.
Accepted 11 March 2002
Copyright © ECOGRAPHY 2002
ISSN 0906-7590
ECOGRAPHY 25:5 (2002) 601