Mercy on our minds: lightening cognitive load with the known-new contract

Lawrence Evalyn and I have an interdisciplinary friendship. I study research methods and data visualization; he studies eighteenth century literature and the digital humanities. I taught him about pivot tables; he taught me about sentence stress. I still think I got the better half of that exchange.

Sentence stress is my favorite tool for writing about complicated topics. Communicating complexity is also my goal in data visualization, so sentence stress is a natural complement to a conversation about data storytelling.

According to the concept of sentence stress, every sentence has two parts: the topic position and the stress position. A sentence’s stress position establishes a sentence’s main idea. It always comes just before a full stop. For example, “When the pirates come over, we played board games” emphasizes the board games. “At our board game night, we played with pirates” emphasizes the pirates.

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Framing questions and crochet hooks

Interlibrary loan has reclaimed my copy of Visualization Analysis and Design, so I’m on to the next book on my shelf: Information Visualization: Perception for Design by Colin Ware.

I stand behind Ware’s position that data visualization is a tool for cognitive work, an external aid that shores up memory and pattern perception. Our brains need tools to think through complicated information, the same way our hands need tools to weave cloth. I can see the numbers in a spreadsheet, but interpreting them is like trying turn a pile of yarn into fabric with nothing but my fingers. A simple tool like a crochet hook radically extends what I can do with raw materials.

I do, however, struggle with the profit model introduced in the first chapter. Ware writes that learning to interpret new graphic symbols comes with a cost, and that novel designs should be used only when their benefits outweigh the cost of learning to use them.

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Sword Graphs Part II: Abstraction in Self-Encoding

In Sword Graphs Part I, I introduced the concept of self-encoding with this chart:

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The graphic is self-encoded because the images themselves represent a value, rather than that value being translated into a mark like a bar or dot. Information about the length of the blade is represented by the length of the blade: the sword encodes itself.

But why not go a step further and show actual photographs of the swords, or a step fewer and use the same generic outline for all of them? The choice of images in self-encoding depends on specificity and processing speed.

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Sword Graphs Part I: Self-Encoding

For your consideration, swords:

swordgraphcomplete-01

The sword graph was a bit of self-indulgent fun, but it did give me an opportunity to reflect on graph humor and the appeal of self-encoding. I created the term “self-encoding” to describe charts where the object being described represents (or encodes) itself, rather than being translated into a more abstract image like a bar or a dot. Self-encoding preserves important quantitative information (such as the length of a hilt) while also presenting additional qualitative information (the presence or absence of a pommel, the shape of the crossguard).

Sometimes self-encoding is just for fun. Consider these two classics of graph humor:

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Interaction Without Interactivity

Last week I sat in on a guest lecture by Xaquín G.V., a visual editor at the New York Times. He showed a variety of interactive projects rich in hooks. One article from his time at the Guardian asked readers to create a stable coalition government by dragging and dropping political parties. Another interactive was a surprise at the end of an article about the gender pay gap, showing how much more money a man would have made than a woman in the time since the page was opened.

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Hook is an accurate term: as a reader, I immediately wanted to play with these visualizations. As a designer, I immediately wanted to make interactives like them. Unfortunately, I haven’t learned how to build interactive visualizations yet. So I started to wonder: how can I achieve a similar effect in static visualizations?

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Time and Space

I’m up to my ears in student loan data at the moment—not my own this time, thank God—and trying my hand at the peculiar alchemy of data visualization. A group of loans becomes a list of numbers, becomes an aggregation, becomes an angle or a color or a position in space. Encoding turns a thousand bills at a thousand kitchen tables into a digestible summary.

This week, I’ve also been thinking about how we encode attention: trading in space and time to communicate when an audience should stop and think. Take this graphic, part of a New York Times feature on the survivors of the Las Vegas massacre:

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Here, space breaks one number down to its components: not to transform them in some way, or to compare between them, but to convey that there are individuals within an aggregation. The print version of the story traded inches of column space for individual figures of each victim:

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The graphic doesn’t communicate any information beyond the labels: 456 injured, 413 shot, 58 killed. Instead it creates a space for reflection on the individuals within those numbers. The graphic isn’t space-efficient, because efficiency isn’t the point.

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Blown out of the blanket fort: beginning Tamara Munzner’s Visualization Analysis and Design

Confirmation bias is pernicious, but so is confirmation pleasure: the comfortable settling-in while reading one’s third or fourth introductory text on a subject, instead of reaching for something a little more challenging. It’s like reading a retelling of a fairy tale, or watching the hundredth episode of a procedural. When I open an intro-level book on data visualization, I know we’re going to talk about chartjunk, and axes that stretch to zero, and the concept of statistical uncertainty. I can snuggle into these subjects like a blanket.

The first chapters of Tamara Munzner’s Visualization Analysis and Design blew that smugness right out of me. Reading this book isn’t like wrapping myself in a blanket. It’s like climbing a rope ladder in a windstorm. I know how I got here, I can see where I’m going, and if I stretch, I can just reach the next rung. But I’ve been blown far from my comfort zone, and suddenly I can see that the horizon stretches way further than I expected.

All I can say is: good, and, more of this please.

Munzner’s book isn’t a how-to guide. It’s a framework for thinking about information visualization: all information visualization. I’m accustomed to thinking of vis as a means of communication. Munzner identifies communication as one of many possible goals, and develops a vocabulary that reaches across disciplines. When is a field not a field? When we have to consider continuous spatial data, that’s when.

While I’m busy rebuilding my fundamental understanding of information visualization, here are a few points that stuck out to me:

  • Visualization is an extension of human memory and information processing, but it’s also an extension of computer capacity. Graphics translate back and forth between a computer’s raw processing power and a human’s ability to pick out patterns that matter to other humans. And, like any translator, the grammar that a visualization uses when presenting information changes the way that information is understood. (It is a little bit refreshing to think of humans as an asset instead of a ball-and-chain for algorithms!)
  • The goal of visualization is not to optimize, it is to satisfy. When looking at design problems, don’t look at a narrow range of options and obsess over finding the very best one. Keep your eyes open to a wide variety of options and choose one of the many good ones. This goes counter to all of my instincts: I’m accustomed to thinking that if I spend just a few more minutes tinkering with formatting and color and font, I can beam my intentions directly into the brain of my audience. That’s a great way to fall down a rabbit hole of minutiae, and a poor way to keep my eyes open to the full scope of methods available to me.