Soft Exclusion Taxonomy

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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.

Continue to the observation and coding method →

Coding Taxonomy · Soft Exclusion Coding Protocol