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Soft Exclusion Coding Protocol · Monte Carlo Research Lab
Twelve operational categories for identifying indirect mechanisms of spatial filtering in luxury tourism environments.
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Taxonomy principles
- Each category must refer to an observable mechanism.
- A relationship with a specific spatial practice must be identified.
- Luxury aesthetics alone do not constitute sufficient evidence.
- High prices alone do not automatically constitute soft exclusion.
- The mere presence of security does not automatically constitute an exclusionary mechanism.
- Alternative explanations must be examined.
- Secondary coding is used only when a mechanism performs an additional, distinct function.
Complete mechanism taxonomy
SE1 · Physical and Architectural Deterrence
Theoretical definition: material configurations that indirectly increase the physical or perceptual difficulty of approaching, entering, crossing or remaining in a space.
Operational definition: SE1 is coded when a constructed or movable physical element produces an observable deterrent effect without constituting an absolute prohibition.
Observable indicators:
- planters that narrow access;
- fences with technically open passages;
- gates or doors;
- bollards;
- narrow approaches;
- changes in level;
- defensive architectural configurations;
- thresholds that appear to enclose a restricted area.
Inclusion rules:
- The element affects an identifiable spatial practice.
- The restriction remains avoidable to some degree.
- The effect goes beyond an ordinary design variation.
Exclusion rules:
- Closed barriers that produce direct exclusion.
- Facilities designed to improve accessibility.
- Immediate safety barriers.
- Decorative elements without spatial consequences.
Positive example: large planters reduce a public approach to a narrow passage that pedestrians repeatedly avoid.
Counterexample: bollards prevent vehicle access but leave a wide, clearly signposted pedestrian route.
Ambiguous case: a construction fence protects a work area but also blocks a commonly used public approach.
Alternative explanations: safety, traffic management, construction work, accessibility or protection of materials.
Coding instruction: record the specific physical element, its location and the affected spatial practice. Do not code “architecture” as a general characteristic.
SE2 · Route Steering and Circulation Control
Theoretical definition: spatial organisation that channels users towards differentiated, indirect or hierarchical routes.
Operational definition: SE2 is coded when spatial layout or management redirects, separates or complicates movement without necessarily prohibiting it.
Observable indicators:
- enforced routes;
- segmented circulation;
- indirect access;
- controlled crossings;
- pedestrian redirection;
- differentiated routes for visitors and premium users;
- dead-end approaches;
- repeated detours.
Inclusion rules:
- An alternative route is imposed or clearly encouraged.
- The difference affects comfort, access, proximity or visibility.
Exclusion rules:
- Universal one-way systems without significant differentiation.
- Emergency diversions.
- Temporary repairs without a selective effect.
- Routes designed to improve accessibility.
Positive example: general visitors are directed around a building while invited users use a direct central entrance.
Counterexample: all pedestrians use the same temporary detour around an area under repair.
Ambiguous case: a premium entrance offers direct access while an apparent public entrance requires a long lateral approach, but the actual access regime is unknown.
Coding instruction: wherever possible, record the origin, destination, ordinary route and redirected route.
SE3 · Furniture and Resting Restrictions
Theoretical definition: arrangements that limit the ability to stop, sit, wait or remain without entering into a commercial relationship.
Operational definition: SE3 is coded when the provision, removal or configuration of furniture restricts non-commercial use of a space for remaining or resting.
Observable indicators:
- absence of public seating;
- removal of benches;
- uncomfortable or divided seats;
- standing-only configurations;
- seating reserved for customers;
- arrangements that discourage waiting.
Inclusion rules:
- The setting could reasonably accommodate stopping or resting.
- The arrangement plausibly conditions the ability to remain.
- Customer-only use conditions are documented.
Exclusion rules:
- Corridors intended solely for circulation.
- Emergency exits.
- Temporary maintenance.
- Absence of seating in places where there is no reasonable expectation of remaining.
Positive example: all seating around a public viewpoint belongs to commercial terraces requiring consumption.
Counterexample: a narrow emergency passage has no seating.
Ambiguous case: benches are removed before a major event, but no documentation explains why.
Coding instruction: record public and commercial seating, comfort level, accessibility and observed use.
SE4 · Visual and Symbolic Signalling
Theoretical definition: visual arrangements that communicate restricted belonging or uncertain legitimacy without establishing a formal prohibition.
Operational definition: SE4 is coded only when visual or symbolic signals are related to access, circulation, remaining or perceived legitimacy.
Observable indicators:
- private-looking design in accessible spaces;
- exclusive aesthetic codes;
- symbolic territorial markers;
- controlled visibility;
- visually separated user areas;
- formal thresholds without access information.
Inclusion rules:
- There must be more than a mere appearance of luxury.
- A behavioural, informational or interactional effect must be documented.
Exclusion rules:
- Expensive materials alone.
- Decorative branding.
- Architectural grandeur without restrictive consequences.
- Researcher discomfort unsupported by evidence.
Positive example: visitors repeatedly stop before an accessible lobby because its threshold resembles a private residential entrance.
Counterexample: an ornate luxury boutique has a clearly signposted open entrance used by visitors with diverse profiles.
Ambiguous case: a dark, discreet entrance appears intimidating, but no behavioural evidence is available.
Coding instruction: identify the specific visual signal and the evidence linking it to spatial behaviour.
SE5 · Signage and Informational Filtering
Theoretical definition: unequal or insufficient access to information that conditions the ability to identify, understand or use a space.
Operational definition: SE5 is coded when information on access, routes, rules or conditions is absent, unclear, selective or unnecessarily difficult to obtain.
Observable indicators:
- absence of public-access signage;
- ambiguous rules;
- digital-only instructions;
- unclear reservation requirements;
- language limitations;
- poorly visible opening hours;
- confusing public–private boundaries.
Inclusion rules:
- The information gap affects a practical spatial decision.
- The information should reasonably be available at the point where the decision must be made.
Exclusion rules:
- Minor design imperfections.
- Information clearly available before the decision is made.
- Language differences without consequences for access.
Positive example: a publicly accessible passage lacks signage while private destinations are prominently indicated.
Counterexample: entry conditions are clearly presented in several languages before access.
Ambiguous case: access information is available only via a QR code, but most users appear able to use it.
Coding instruction: record what information is missing, where it should appear and which spatial decision is affected.
SE6 · Economic Conditionality
Theoretical definition: conditioning proximity, remaining, participation or use through payment, purchase or consumption.
Operational definition: SE6 is coded when economic conditions regulate a spatial practice rather than merely establish the price of a product.
Observable indicators:
- minimum spending requirements;
- mandatory consumption;
- reservation deposits;
- paid seating;
- access linked to a purchase;
- indirect fees;
- paid access to views or positions of proximity.
Inclusion rules:
- Payment affects access, remaining or participation.
- The condition applies to the spatial activity being coded.
Exclusion rules:
- High prices alone.
- Ordinary prices for goods or services.
- Optional premium services where basic access remains unchanged.
Positive example: visitors may use a viewing area only after purchasing a table package with a minimum-spend requirement.
Counterexample: a high-priced café is surrounded by freely accessible public seating.
Ambiguous case: staff suggest that something should be purchased, but no explicit or repeated requirement is observed.
Coding instruction: record the exact condition, its amount, the affected activity and available alternatives.
SE7 · Normative and Behavioural Filtering
Theoretical definition: formal or informal expectations that condition legitimate spatial participation according to behaviour, appearance or compliance with particular procedures.
Operational definition: SE7 is coded when behavioural expectations indirectly discourage or condition participation.
Observable indicators:
- dress expectations;
- photography restrictions;
- rules against waiting;
- advance-reservation expectations;
- age-related conditions;
- restrictions on sitting;
- behavioural ambiguity enforced at discretion.
Inclusion rules:
- The rule affects a spatial practice.
- Indirect or discretionary enforcement can be identified.
Exclusion rules:
- Proportionate safety rules.
- Legal requirements applied universally.
- Rules intended to protect users or fragile materials.
- Explicit absolute prohibitions recorded as direct exclusion.
Positive example: people without confirmed reservations are repeatedly discouraged from waiting near an entrance.
Counterexample: flash photography is universally prohibited to protect works of art.
Ambiguous case: a dress code is published online, but how it is actually enforced is unknown.
Coding instruction: record the rule, communication method, enforcement pattern and spatial effect.
SE8 · Surveillance and Security Presence
Theoretical definition: visible or exercised surveillance that alters access, circulation, remaining or perceived legitimacy.
Operational definition: SE8 is coded when surveillance performs or supports an observable filtering function.
Observable indicators:
- security personnel positioned at thresholds;
- entrance monitoring;
- repeated visual observation;
- selective checks;
- security personnel following users;
- questions associated with monitoring.
Inclusion rules:
- Surveillance plausibly affects or conditions spatial use.
- Surveillance is linked to a threshold, route or practice.
Exclusion rules:
- Cameras alone.
- Universal checks.
- Emergency security measures.
- Personnel with no observable access-related function.
Positive example: a security guard repeatedly approaches people who stop near an entrance, and several subsequently leave.
Counterexample: cameras are present, but users circulate and remain without intervention.
Ambiguous case: a staff member stands beside an entrance but may be providing assistance rather than controlling access.
Coding instruction: record position, behaviour, frequency of intervention and observable consequences.
SE9 · Staff-Mediated Interactional Filtering
Theoretical definition: interpersonal practices through which access or participation is questioned, delayed, redirected, discouraged or selectively tolerated.
Operational definition: SE9 is coded when an observed interaction with staff affects access, routes, remaining or participation.
Observable indicators:
- selective greetings;
- questions or checks;
- reservation requests;
- redirection;
- delayed assistance;
- deterrent language;
- selective tolerance;
- informal withdrawal.
Inclusion rules:
- The interaction produces a spatial consequence.
- The behaviour can be described factually.
- Repetition of the pattern strengthens its confirmation.
Exclusion rules:
- Neutral customer assistance.
- Standard questions applied universally.
- Isolated service errors.
- Direct formal refusal recorded solely as direct exclusion.
Positive example: people hesitating at a lobby entrance are asked whether they are guests and redirected before they attempt to enter.
Counterexample: everyone who enters is greeted and given directions in the same way.
Ambiguous case: a visitor receives delayed assistance, but the reason cannot be established.
Coding instruction: record the precise behaviour, sequence and outcome without inferring motivations.
SE10 · Temporal Exclusion
Theoretical definition: restrictive variation in access or use according to time, season, demand or operational phase.
Operational definition: SE10 is coded when a space becomes less accessible, less usable or conditionally available during identifiable periods.
Observable indicators:
- limited public opening hours;
- event-related closures;
- seasonal restrictions;
- access limits during periods of high demand;
- time-limited use;
- rapid transition between public and private conditions.
Inclusion rules:
- The variation modifies an identifiable spatial practice.
- The affected period can be documented.
Exclusion rules:
- Universal closure outside ordinary opening hours.
- Emergency closure.
- Temporary maintenance.
- Immediate safety measures.
Positive example: a public promenade is available only to accredited users during an event’s operating hours.
Counterexample: a municipal garden closes at night in accordance with published hours applied universally.
Ambiguous case: access is reduced at peak times, but this may be due to capacity limits.
Coding instruction: record start, end, recurrence and comparison with ordinary conditions.
SE11 · Spatial Ambiguity and Discreet Access
Theoretical definition: uncertainty arising when an accessible route or entrance is difficult to recognise as available for ordinary use.
Operational definition: SE11 is coded when access exists but its location or status is concealed, appears private or is inadequately communicated.
Observable indicators:
- hidden public routes;
- entrances located away from ordinary circulation;
- unmarked thresholds;
- indirect approaches;
- private-looking entrances;
- absence of wayfinding.
Inclusion rules:
- Access exists or appears conditionally possible.
- The ambiguity affects recognition, approach or entry.
Exclusion rules:
- Genuinely private entrances.
- Entrances clearly identified at the decision point.
- Architectural complexity without consequences for access.
Positive example: a legally public passage is situated behind a hotel’s forecourt and has no public wayfinding signage.
Counterexample: a discreet entrance has a visible sign stating that the public may enter.
Ambiguous case: an entrance appears private, but its legal or operational status cannot be confirmed.
Coding instruction: verify the access regime whenever possible. Where verification is not possible, use the appropriate probable or ambiguous status based on the available evidence.
SE12 · Temporary Privatisation and Event Transformation
Theoretical definition: temporary reorganisation through which an ordinarily accessible space becomes closed, segmented, commercialised or hierarchically structured.
Operational definition: SE12 is coded when event-related installations or management arrangements significantly transform ordinary spatial use.
Observable indicators:
- hospitality enclosures;
- accreditation zones;
- temporary barriers;
- concealed or screened-off areas;
- pedestrian redirection;
- event-only entrances;
- conversion of public seating;
- differentiated user categories.
Inclusion rules:
- Ordinary conditions and event conditions can be compared.
- The transformation affects access, circulation, remaining or visibility.
Exclusion rules:
- Minor decoration.
- Brief emergency measures.
- Works unrelated to the event.
- Security arrangements without additional filtering effects.
Positive example: a public square is divided into public circulation, invitation-only hospitality and media-restricted areas.
Counterexample: temporary signage guides all users around an event without reducing access to public functions.
Ambiguous case: barriers appear during event preparation, but the final access arrangements are not yet known.
Coding instruction: wherever possible, record conditions before, during and after the event.
Interpretive status
| Status | Definition |
|---|---|
| Confirmed soft exclusion | The available evidence clearly supports an indirect restrictive function or effect. |
| Probable soft exclusion | The evidence supports this interpretation, although one relevant element cannot be fully established. |
| Ambiguous mechanism | Exclusionary and non-exclusionary explanations remain plausible given the available evidence. |
| Not soft exclusion | A stronger functional, operational, legal or safety explanation accounts for the observed element. |
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Coding Taxonomy · Soft Exclusion Coding Protocol