Environ Sci Pollut Res (2014) 21:13420–13433
DOI 10.1007/s11356-014-3125-z
RESEARCH ARTICLE
Spatial modeling of factor analysis scores
The case of heavy metal biomonitoring in mainland Portugal
Helena Piairo · Raquel Menezes · Inˆ es Sousa ·
Rui Figueira · Cec´ ılia S´ ergio
Received: 21 March 2014 / Accepted: 28 May 2014 / Published online: 11 July 2014
© Springer-Verlag Berlin Heidelberg 2014
Abstract The use of mosses as biomonitors operates as an
indicator of their concentration in the environment, becom-
ing a methodology which provides a significant interpreta-
tion in terms of environmental quality. The different types
of pollution are variables that can not be measured directly
in the environment - latent variables. Therefore, we pro-
pose the use of factor analysis to estimate these variables
in order to use them for spatial modelling. On the contrary,
the main aim of the commonly used principal components
analysis method is to explain the variability of observed
variables and it does not permit to explicitly identify the dif-
ferent types of environmental contamination. We propose
to model the concentration of each heavy metal as a linear
combination of its main sources of pollution, similar to the
case of multiple regression where these latent variables are
identified as covariates, though these not being observed.
Moreover, through the use of geostatistical methodologies,
we suggest to obtain maps of predicted values for the dif-
ferent sources of pollution. With this, we summarize the
information acquired from the concentration measurements
of the various heavy metals, and make possible to easily
determine the locations that suffer from a particular source
of pollution.
Responsible editor: Michael Matthies
H. Piairo () · R. Menezes · I. Sousa
Department of Mathematics and Applications, University
of Minho, Campus de Azur´ em, 4800-058, Guimar˜ aes, Potugal
e-mail: helena.piairo@gmail.com
R. Figueira
Institute of Tropical Scientific Research, Guimar˜ aes, Potugal
C. S´ ergio
National Museum of Natural History and Science, University
of Lisbon, Lisbon, Portugal
Keywords Biomonitors · Heavy metals · Sources
of pollution · Latent variables · Factor analysis ·
Geostatistical methodologies
1 Introduction
In the last centuries in Europe, pollution has been increasing
dramatically since the industrial revolution. Many pollu-
tants were, and still are today, released into the atmosphere
through various means (for example, with the burning of
coal, road traffic, industrial activities, etc.). Humans health
is the most affected one by this type of pollution, especially
with the presence of some heavy metals, for example lead,
manganese, cadmium and mercury, found regularly in the
atmosphere McGranahan and Murray (2003).
The awareness about the problems associated with pol-
lution (such as water and soil contamination) and the con-
cern about the toxic effects of pollutants on living beings,
led, in the last half of the twentieth century, to the need
of quantifying the pollutants in the environmental system
Hill (2010), which has been analysed both at a scientific
and administration levels. Therefore, it became essential to
establish nationwide sampling networks. In the particular
case of Portugal, there still exists a very small number of
base stations equipped for the direct measurement of atmo-
spheric deposition of metals and this same situation also
occurs in many other European countries. Due to the high
costs associated to these monitoring stations, it was neces-
sary to use living organisms for environmental monitoring.
This method began to be recognized and recommended
by national and international agencies from countries such
as Norway, Poland, Spain, Italy, among others (Berg and
Steinnes 1997; Grodzinska et al. 1999; Fern´ andez et al.
2000; Gerdol et al. 2000). Although the concentrations of