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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:
- 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.
-
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.
-
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
- 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.
- 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.
- 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.
- 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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