1. Introduction
Spatial orientation is an essential skill for daily life since it allows individuals to navigate efficiently within the environment in an independent manner and without getting lost [
1]. Spatial orientation relies on the sense of direction, which is defined as the individuals’ awareness of their location within the environment and orientation towards unseen landmarks within it [
2]. Generally, people are aware of their sense of direction and are able to provide an accurate estimate of it [
3].
Several large-scale spatial skills contribute to one’s sense of direction. They include the ability to read maps [
2], give and follow directions [
4], learning routes [
3], estimate distances [
2], point to unseen landmarks [
2,
3], and navigate efficiently [
5]. Moreover, one’s sense of direction involves landmarks’ familiarity [
3], with orientation to landmarks likely playing a critical role in maintaining sense of direction [
6]. Altogether, these skills provide individuals with the complex trait of sense of direction that defines one’s ability to orient and navigate in spatial surroundings.
The trait of sense of direction has primarily been examined through self-report assessments. One widely used and well-known self-report measure of an individual’s sense of direction is the Santa Barbara Sense of Direction (SBSOD) Scale [
4]. This scale has high internal reliability, with a Cronbach’s alpha of 0.88 reported in the original study [
4] and a value of 0.87 reported more recently [
7]. Furthermore, the scale shows good item–total correlations ranging from 0.34 to 0.75, as well as an overall high test–retest reliability of 0.90, with individual test–retest reliability correlations ranging from 0.42 to 0.90 [
4], suggesting that the scale demonstrates strong reliability. The SBSOD scale has also been shown to correlate with several tasks, including those measuring the ability to point to environmental landmarks, update one’s position in space while blindfolded, and estimate directions and distances [
4]. Additionally, the scale is related to the ability to update and assess one’s orientation and location in a new environment [
4]; these relationships indicate the validity of the SBSOD scale, as they demonstrate its connection to several large-scale spatial abilities. Overall, the SBSOD scale is a validated and reliable measure that effectively quantifies the construct of sense of direction of the individuals.
Aside from the individual variability in orienting and navigating spatial surroundings within the healthy population [
8], some individuals suffer from a lifelong condition that makes them lost even in extremely familiar surroundings, a condition known as Developmental Topographical Disorientation (DTD) [
9]. In individuals affected by DTD, besides the selective difficulty in orienting, cognitive functions remain intact, and no brain damage or neurological conditions are reported [
10,
11,
12,
13]. All cases of DTD described so far in the literature report the same symptoms: getting lost in familiar surroundings, difficulties with orientation experienced since childhood, no cognitive or memory impairments, and no brain injuries or neurological disorders [
14]. For most individuals, their difficulty with orienting is related to their inability to form a mental representation of their environment (i.e., a cognitive map; [
12,
14,
15,
16,
17]). Case studies of DTD have also highlighted the impact of the condition on individual’s everyday life, their professional career, and their social relationships [
10,
11,
17,
18]. Despite the knowledge gained on the behavioral, cognitive, and neurological mechanisms underlying DTD, to date, there is no tool available to the public and health practitioners to identify in the general population such a devastating lifelong developmental condition.
Previous work [
16] has demonstrated that individuals with DTD report a poorer sense of direction as measured by the SBSOD scale compared to healthy controls, indicating that this scale is able to discriminate between individuals with DTD and individuals without severe topographical disorientation. However, while the SBSOD scale is effective as a broad measure of sense of direction, it was not designed specifically for identifying DTD, nor optimized for brevity or clinical application. In the present study, we extend the utility of the SBSOD by systematically identifying a subset of items that retain the core psychometric strengths of the original scale while offering improved practicality for rapid screening. Specifically, we apply a rigorous item reduction process using internal consistency metrics and factor analysis to develop a concise 4-item tool—the Rapid Sense of Direction (R-SOD) scale—that preserves sensitivity to sex differences and group status (DTD vs. control) and maintains correlations with objective spatial tasks. This innovation provides a novel, efficient, and scalable self-report measure tailored for detecting DTD in both research and clinical settings. In assessing the nomological net (the outcomes the construct is related to, [
19]) of such a subset of items, we further expect them (as a measure of sense of direction) to correlate with large-scale spatial functions such as the ability to form cognitive maps and the ability to recognize places from different perspectives (i.e., perspective-taking skill), which are known to be critical for successful navigation and orientation in large-scale spatial surroundings [
20,
21]. The R-SOD thus represents a refinement of the SBSOD with targeted application to DTD, transforming a general assessment tool into a focused diagnostic screening instrument.
3. Results
3.1. Group Effects and Associations with Behavioral Performance
First, we investigated the item-wise associations between the 15 different SBSOD scale statements and sex, DTD status, and task performance (see
Figure 2). As expected, [
35,
36,
37], we found that females generally reported worse evaluations of their own spatial abilities as compared to males; the only exception to this finding is Item 12 (“It’s not important to me to know where I am”), in which the sex difference was negligible. In contrast, Item 3 (“I am very good at judging distances”) showed the largest Sex effect size (d = 0.68) among all of the items, with males self-reporting better judgment of distances as compared to females.
With respect to the DTD effects, individuals with DTD reported a lower score on all items, confirming worse self-reported measures as compared to healthy individuals [
16]. Most of the items depicted medium to large effect sizes (i.e., ds exceeding 0.50) with the exception of Item 2 (“I have a poor memory for where I left things”), Item 7 (“I enjoy reading maps), and Item 12 (“It’s not important to me to know where I am”), in which only small effects differentiated the two groups. On the other hand, and importantly, we found very large effect sizes on Item 1 (“I am very good at giving directions”), Item 4 (“My “sense of direction” is very good), Item 8 (“I have trouble understanding directions”), Item 10 (“I don’t remember routes very well while riding as a passenger in a car”), Item 14 (“I can usually remember a new route after I have traveled it only once”), and Item 15 (“I don’t have a very good “mental map” of my environment”).
As expected, the measures collected for the non-spatial face memory task (i.e., the CFMT) showed very small partial correlations with all of the items. On the other hand, we found that the SCT had the strongest correlation with most of the items. The 4MT also consistently showed stronger correlations with most of the items. The MRT seemed to display relatively smaller associations with almost all of the items except for the map-reading items (Item 7: “I enjoy reading maps”, and Item 9: “I am very good at reading maps”). The CMT depicted stronger correlations with a few items such as Item 7 (“I am very good at reading maps”) and Item 8 (“I have trouble understanding directions”). The highest correlation observed in our dataset was the SCT with Item 9 (“I am very good at reading maps”) and MRT with Item 7 (“I enjoy reading maps”). Items that showed weak correlations with most of the tasks included Item 2 (“I have a poor memory for where I left my things”), Item 3 (“I am very good at judging distances”), Item 5 (“I tend to think of my environment in terms of cardinal directions”), Item 10 (“I don’t remember routes very well while riding as a passenger in a car”), and Item 12 (“It’s not important to me to know where I am”). With the overall scale score, the strongest correlation was reported with the SCT, followed by the 4MT, MRT, and CMT. Correlations between the non-spatial task (i.e., the CFMT) and most of the items, as expected, were not effectively significant. This demonstrates evidence of the scale’s validity since the scale correlates with constructs related to sense of direction (4MT, SCT, and CMT) and does not correlate with unrelated constructs related to face processing (CFMT). These findings are displayed in
Figure 2.
3.2. Scale Shortening
Our stepwise scale shortening effects are reported in
Figure 3. This shortening procedure generated improvements or stable internal consistencies up to a 11-item version (excludes items 2, 5, 7, and 12) of the scale, generating the most consistent item set with an alpha of 0.932. Continued shortening produced reductions in alpha scores, but these scales continued to display “excellent” internal consistency [
29,
30,
31] through the 4-item version of the scale. This 4-item version of the scale includes original items 1 (“I am very good at giving directions”), 4 (“My sense of direction is very good”), 14 (“I can usually remember a new route after I have traveled it only once”), and 15 (“I don’t have a very good mental map of my environment”), and includes positively and negatively worded items. We will refer to this shortened scale as ‘Rapid Sense of Direction (R-SOD) Scale.
The R-SOD scale generally retains the same pattern of associations as the full scale. Differences between males and females remained strong (d from 0.667 to 0.608 in SBSOD and R-SOD, respectively), as did the differences between individuals identified as DTD and healthy controls (d from 1.435 to 1.576). The associations with the face memory task remained small (r from 0.036 to 0.030), and the associations with the 4MT, SCT, and CMT remained stable (rs from 0.167 to 0.145, 0.226 to 0.215, 0.130 to 0.131, respectively). The sole departure from common properties with the full scale was the reduction in association with performance in the mental rotation task (r from 0.154 to 0.098); this is largely due to the removal of the map-reading items (7 and 9), which showed the strongest associations with this task. Perhaps unsurprisingly, if this stepwise removal procedure continues to where it can no longer proceed, one of the two remaining items is the statement that shares the same terminology as the scale title, i.e., item 4, ‘My sense of direction is very good’; perhaps self-evidently indicating that the direct question (e.g., ‘how well would you rate your sense of direction’) is the most effective way to solicit an ecological self-evaluation of an individual’s sense of direction.
The confirmatory factor analysis (see
Appendix A,
Table A6) generally depicts a similar pattern of item removal when items with the lowest factor loading are consecutively dropped until the 4-item version. Importantly, Items 1, 4, 14, and 15 demonstrate the strongest factor loadings and these factor loadings remain consistent from the 15-item version to the 4-item version. Lastly, the exploratory factor analysis with the final four items revealed that these items measured one factor based on eigenvalues being greater than 1. Factor loadings were strong for the four items; Item 1: 0.77, Item 4: 0.93, Item 14: 0.83, and Item 15: −0.81. Overall, this suggests that these four items measure one underlying factor and represent the strongest relationship with the construct of sense of direction.
In the R-SOD scale, a mean score of less than 11.5 is likely to be an individual with DTD whereas a score greater than or equal to 11.5 is likely to be a healthy control. For Item 1 (“I am very good at giving directions”), Item 4 (“My sense of direction is very good”), and Item 14 (“I can usually remember a new route after I have traveled it only once”), a score greater than 5.5 is likely to be an individual with DTD whereas a score less than 5.5 is likely to be a healthy control. For Item 15 (“I don’t have a very good “mental map” of my environment), a score less than 2.5 is likely to be an individual with DTD whereas a score greater than 2.5 is likely to be a healthy control. This model correctly identified 87% of DTD cases (sensitivity) whereas it correctly identified 71% of healthy individuals (specificity) with a balanced accuracy of 78%. Additionally, the area under the curve (AUC) is 79% which suggests acceptable discrimination between DTD and healthy individuals. Although, specificity is lower in this model, sensitivity is higher which suggests the ability to correctly identify DTD cases supporting the use of these items as a general screening tool for DTD. This trade-off between sensitivity and specificity is acceptable for the specific purpose of developing a tool to identify the presence of DTD. These scores will be implemented on our online platform (gettinglost.ca) to identify individuals that may potentially have DTD and will be translated into multiple languages.
4. Discussion
In this study, we identified a minimal number of four items from the Santa Barbara Sense of Direction (SBSOD) scale that would retain its sensitivity to DTD by distinguishing extremely well among DTD and healthy controls. We refer to this set of four items as the R-SOD scale. We provide evidence that the R-SOD scale exhibits excellent internal consistency (α = 0.900) and shows extremely similar patterns of sensitivity to sex differences in self-reported sense of direction, while remaining associated with a variety of objective computerized large-scale spatial orientation tasks that we have employed previously in assessing spatial abilities [
16]. As such, we feel that the R-SOD (
Appendix B) can effectively operate as a tool that is able to identify individuals affected by DTD, and given its brevity, could be of practical use in clinical and research settings where time is a constraint.
Our findings provide a descriptive, item-wise characterization of the original SBSOD scale items. Of these items, we identified a handful that their removal produced nominal improvements in scale wise performance. A 11-item version of the scale (see
Figure 3) exhibited very high reliability (α = 0.932) with only nominal changes in group effects (DTD vs. controls) and associations with objective tasks as compared to the original scale. While the 4-item R-SOD largely retains these properties, the sole effective departure from the original scale properties is a reduction in association of the scale score with mental rotation performance, with the full SBSOD scale showing a
rpart = 0.154, dropping to
rpart = 0.098 with R-SOD scale. While we do not feel this undermines the utility of the shortened version of the scale, for research applications that are specifically interested in this association (which appears to be driven primarily by the ‘map-reading’ items 7 and 9 of the SBSOD scale) researchers may want to be cognizant of this change in scale properties as this scale may not be effective in identifying general spatial deficits. Conceptually, the association between map-reading and ecological navigation has presumably been decreasing with the high uptake of turn-by-turn GPS and other computerized navigational aids [
38], which has decreased the need for more ‘traditional’ map-reading skills [
39,
40]. This increased reliance on GPS has been reported to have a negative effect on self-reported sense of direction [
38,
41] which may reduce the link between map reading and overall sense of direction. Nevertheless, the R-SOD and SBSOD scales share the same rank-ordered correlations with objective task performance.
Of some interest is the generally stronger associations between scale items and the SCT, as compared to those seen with the CMT; both tasks assess the large-scale spatial ability of forming a mental representation of the environment, with the CMT utilizing ecological stimuli as compared to the SCT utilizing abstract geometric ones. Superficially, a task with more ecologically relevant stimuli would be expected to generate a stronger association with a self-report scale that is ostensibly weighted towards real-life experiences. However, this was not the case in our study. The deviation may be partially driven by the better psychometric properties of the SCT as compared to CMT-like tasks, as previous work has shown that the SCT is more reliable [
26], and the associations between self-report and CMT performance may be somewhat suppressed due to regression attenuation [
42]. This possibility highlights a potential limitation of this work: while we are confident in our spatial battery, and have used it successfully in other research contexts, there is a wide variety of spatial assessments utilized by different researchers [
43], and it is possible that using a different spatial assessment battery for validation would have produced evidence justifying a different pattern of selected items for a shortened scale. However, in the context of identifying DTD, which is known to rely mostly on the inability to form a cognitive map of the environment (which the SCT is measuring), the R-SOD scale remains a very valuable tool to be adopted. Additionally, despite the explicit request to report any neurological condition or cognitive difficulties aside from spatial orientation, since the current definition of DTD primarily relies on self-report measures, it remains a possibility that lifelong issues with orientation reported by some individuals may be experienced for other reasons. Another possible limitation in the DTD sample is that it is largely composed of females. This may be due to sampling bias where females are more likely to report difficulties or may reflect DTD being more prevalent in females. Lastly, we used a relatively straightforward method for cutting scale items. Although alpha is a commonly used measure to shorten scales, a more complex technique [
44] or different selection criteria for the alpha [
45] may have yielded different results. Nevertheless, the R-SOD retains excellent internal consistency and shows equivalent patterns of associations with our battery of spatial tasks that include assessments of small, medium, and large spatial abilities, supporting its utility as a rapid assessment of an individual’s self-reported sense of direction to potentially identify the presence of DTD. Future work is required to investigate the effectiveness of the R-SOD scale with a new group of participants to ensure reproducibility.
A recent DTD case study [
18] highlighted healthcare providers focusing on navigation-related anxiety instead of the navigational difficulties experienced by the individual. This demonstrates a general lack of knowledge about DTD among healthcare providers which likely contributes to many potential cases of DTD being undetected for many years or misdiagnosed. It is crucial to increase awareness and knowledge about DTD, especially among healthcare providers and clinicians. The four items of the SBSOD scale that we identified in this study could easily be implemented in clinical settings for healthcare providers to utilize, and it may also be a useful tool for individuals who may suspect being affected by DTD.