An Audit Tool for Assessing the Visuocognitive Design of Infographics

Jonathan Gay, V. Simms, R. Bond, D. Finlay, H. Purchase
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Abstract

Visuocognitive design accommodates the alignment of visualization to human cognitive processes. Established theory suggests that 1) recognition is easier than recall [1], 2) spatial visualizations are less abstract than temporal ones [2], and 3) aesthetics induce cognitive ease [3]. These principles, and others, underpin our new audit tool that focusses on design for cognition. Theories of form, function and utility have been known for many decades and are well-known in the field of design, but infovisualization is a relatively new field, as are associated fields such as user-experience (UX), user-centered design and information design. Therefore, generally, design schools focus far more (possibly, exclusively) on teaching form, style, function, sustainability and user-experience than on visuocognition. The same emphasis is found in the design industry. This audit tool has been created to provide heuristic evaluations based on a set of visuocognitive design principles and is, therefore, a valuable contribution. To devise the visuocognitive principles, we conducted a narrative review as a method of approach. The tool is composed of one prerequisite and six principles. ‘Informed Engagement’ is the prerequisite to accurately inform the graphics with ground truth, and to give them substance. The six principles are: 1) clarity, 2) arrangement, 3) cued meaning, 4) intuitive meaning, 5) cognitive fit, and 6) cognitive preference. They are divided into three groups: the first two principles concern appearance, the second two principles concern meaning, and the last two principles concern cognition (Figure 1). The term ‘meaning’ can imply intended meaning by the designer (in a graphic representation), or construed meaning by the user. The novelty of this audit tool is that it fixes ‘meaning’ as the pivotal point between aesthetic visual display and mental cognition, with the aim to align construed meaning with intended meaning and achieve fluent cognition.
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评估信息图表视觉认知设计的审计工具
视觉认知设计适应了视觉与人类认知过程的一致性。现有理论认为,1)识别比回忆更容易[1],2)空间可视化比时间可视化更抽象[2],3)美学诱导认知轻松[3]。这些原则,以及其他原则,支撑了我们新的审计工具,专注于为认知而设计。形式、功能和效用的理论已经存在了几十年,并且在设计领域众所周知,但信息可视化是一个相对较新的领域,相关领域如用户体验(UX)、以用户为中心的设计和信息设计也是如此。因此,一般来说,设计学校更多地(可能是完全)关注教学形式、风格、功能、可持续性和用户体验,而不是视觉认知。在设计行业也发现了同样的重点。创建这个审计工具是为了提供基于一组视觉认知设计原则的启发式评估,因此是一个有价值的贡献。为了设计视觉认知原理,我们进行了叙事回顾作为一种方法。该工具由一个先决条件和六个原则组成。“知情参与”是准确地向图形传达基本事实并赋予其实质内容的先决条件。这六个原则是:1)清晰,2)排列,3)暗示意义,4)直觉意义,5)认知契合,6)认知偏好。它们被分为三组:前两个原则与外观有关,后两个原则与意义有关,最后两个原则与认知有关(图1)。术语“意义”可以暗示设计师的意图(在图形表示中),也可以暗示用户的理解意义。该审计工具的新颖之处在于,它将“意义”作为审美视觉表现与心理认知之间的枢纽,旨在使解释意义与预期意义保持一致,实现流畅的认知。
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