Viewgraphs
Ron Graham
with Wolfgang Hees and Lisa Henn
I've been collecting examples of good and bad viewgraphs for several years, and I usually give my students tips based mostly on the bad.

It's very easy to come up with bad examples of visual information presented at meetings. (I've been keeping a file for years.) But the most notorious example (I think) is called "History of O-Ring Damage in Field Joints," and it was presented to management of Morton Thiokol and NASA in the days leading up to the Challenger accident in 1986. I worked for NASA for twelve years, and I still can't interpret this diagram!

Check it out for yourself.

The lessons we learn from uninterpretable information are as follows:

  1. Plot data as a function of what really matters. In the Challenger case, the engineers plotted o-ring data as a function of time, on a launch-by-launch basis. Well, the problems with the o-rings were not time-variant. They were a function of temperature, and given that prior to the accident no Shuttle launch took place at a temperature below 51F, if you plot o-ring damage as a function of temperature the risk to that particular launch becomes chillingly (pardon the expression) clear.

You have to give your hearers a context for cause and effect. If they can't see that context in your visual display, they probably won't hear you when you tell 'em.

  1. White space is your friend. The Thiokol engineers cluttered their information up with little rockets. Tufte calls that "chartjunk." Justly so, because it obscures the info content of the viewgraph while offering no new info in return. I look for a high "info/ink ratio."

Sometimes we engineers look at the Thiokol guys as being so moral, so ethical, because they attempted to blow the whistle on the o-rings before the accident. But the other side of the story is that the Thiokol guys obscured the facts so badly in their visual content that it was difficult for managers (who tend to have a short and shallow attention span) to align the visual and verbal messages before them.

But we can be quick to judge others in these cases. I know from experience that I'm subject to the same errors in judgment -- and I've yet to meet an engineer who isn't. Here are a couple of related chartjunk issues common to engineers:

  • A series of six regression plots on one chart -- even the front row can't read the plot labels on the screen in this case. Put it in the handout instead and summarize it on the screen with a few critical numbers.
  • A series of three curves on one regression plot -- if this were originally in color the individual traces might be discernable, but in black and white even a legend can't help the reader figure out which curve is which. Put it in the handout instead and summarize it on the screen with a few critical numbers.

  1. Some things can't be presented on viewgraphs, and we shouldn't even try. Example: flowcharts. I admit that flowcharts may be going the way of the dinosaur in the age of object-oriented programming, but they can be used to...well, "chart flow" of other procedures besides programs. The problem is that if the flowchart contains more than a very few elements, the text within those elements is impossible to read if you're more than a few feet away.

    Here are two examples of material ready-at-hand but inappropriate for presentation:

    • A photograph of a test facility -- a good color photograph becomes a very poor black and white copy. Information communicated by nuances of color in the original is completely lost in the presentation. If you must use color photographs, display them in color and include color copies in your handouts. (Which is expensive.)
    • A chart of specifications -- the font will be too small to read; the text too much to absorb. This could have been included in a handout and not presented on the screen.

I come from a world where engineers take pages from books and make viewgraphs out of them, as if we can read the page as easily on the screen as in our laps. But the human eye can't process characters that are so small, so far away. And our brains won't let us. They tell us to think about something else, like sex, sports, music, movies, or beer. Anything else.

  • Contrast is your friend. Make no mistake about it: black text on a white background is the combo that offers the highest contrast. If you want to use some alternative format, that format must give you something else you need. Hillegoss says in her book that the human eye has trouble processing color -- any color other than black -- unless it's presented at least in the size of a 36-point O.

    Contrast isn't just about color, either. Sometimes text can hurt you even in black & white. Consider the use of all caps, which on the Internet is considered the equivalent of shouting. It's no easier to read on a visual display (Hillegoss thinks that the Surgeon General's message on a pack of cigarettes, for instance, is all caps on purpose for that reason) than in an e-mail. I've seen engineers try to compensate for that with "capital capitals," or all caps in two sizes so you can still "capitalize" words, but that just seems to bollix it up even worse. Besides text case, justification can hurt you in terms of contrast -- full justification removes a visual cue from your readers. Remember how badly they need visual cues to pick up what you tell them.

  • Repetition is your enemy. Many organizations use a "viewgraph form," expecting you to do up each page on one of those forms. But after the first time the form is presented (it usually contains the name of the organization, a logo, and sometimes the name of the presenter and/or meeting), it no longer communicates information to the hearers. "Beware the Jubjub bird, and shun the fumious Bandersnatch." And also shun unnecessary repetition if at all possible.

    Many presentations feature paper copies of viewgraphs, made available to the audience and interested absentees. Although the information in the viewgraph form may be redundant during the presentation, it's very necessary if the chart is used out of context later.

    Even in this case, such information as the author's name and organization should not clutter up every single transparency. Logos, for instance, are low in information content and take up a good deal of space, possibly distracting the reader. A "just-readable" line of unobtrusive text at the bottom of the page should be all that's needed.

  • Computer-generated output is seldom display-ready. I'm not talking about Excel charts, which (hopefully) are created exactly for display to readers/hearers. I'm talking about computer programs (even CAD packages like Pro/E) whose outputs include graphics. You may be obliged to edit the defaults (just like in Excel); you may even be obliged to port numbers outside of the program to something else (like Excel) more suitable.

    Here are two examples of system drawings:

    References

    Tufte, E., Visual Explanations. Graphics Press, 1997.
    Hilligoss, S., Visual Communication: a Writer's Guide. Addison-Wesley, 1999.


    What You Can Do

    1. For selecting type face and detail drawings, follow try one of the following:
      • Place the chart on the floor at your feet and try to read it while standing.
      • Place the chart on the screen in the room you'll present it in, and try to read it from the back row.
      If in either case you can read the chart, your audience can probably read it too.
    2. For determining the amount of information conveyed in a single chart, time yourself discussing the chart. If it takes you longer than a minute to explain, it may contain too much information. If you are trying to convey more than one major point, that may be too much as well.
    3. Don't read to the audience what they can read themselves. They will read, especially if your presentation is accompanied by handouts. Your job is to add value to what they read.
    4. Don't use a viewgraph form for every page in the presentation, if you can avoid it. (Sometimes you can't. You may find your management likes them.) After the first use, they no longer contain information.

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