Lecture 8: Framework for Effective Design
Transcription
Lecture 8: Framework for Effective Design
PS499 Transit Maps: Past, Present & Future Lecture 8: Framework for Effective Design Maxwell J Roberts Department of Psychology University of Essex www.tubemapcentral.com version date: 09/03/2016 Framework for Effective Design • Prescriptions for transit map design from • • • • • Journalists London Transport Designers Computer scientists General public • Towards a framework for effective design • • • • Overview of the framework Henry Beck and the framework Framework elements in detail Framework practicalities and realities Framework for Effective Design • Prescriptions for transit map design from • • • • • Journalists London Transport Designers Computer scientists General public • See Roberts (2014) for details Prescriptions from Journalists • Don’t distort geography! Prescriptions from Journalists • Don’t leave the river off! Prescriptions from Journalists • Throw it all away! Prescriptions from Journalists • And try something completely different! Prescriptions from London Transport • 1993 London Regional Transport style guide compiled by Henrion, Ludlow, & Schmidt Prescriptions from London Transport • 1993 LRT Style guide: lots of minutiae but nothing about the overall configuration Prescriptions from Designers • Conpiled by Ovenden (2008) Good practice in diagram design • Station names must be close to station marker (and clearly relate to only one station). • Equalise station spacing wherever possible (it looks neater). • Line width should be in aesthetic balance (with the overall space and point size of station names. • All lines the same width (unless they are part of MÉTRO - TRAMWAY - CRISTALIS rail etc). another service i.e. Tram/mainline • Station markers should be universal (except at C interchanges) plan lignes fortes de Lyon CUIRE HENON ô Rh ne CITÉ INTERNATIONALE La Doua - Gaston Berger Musée d’Art Contemporain Gare Museum HÔTEL DE VILLE VALMY Louis Pradel GARE ST PAUL Terreaux Gare GORGE DE LOUP Gare Gare BELLECOUR ST JUST AMPÈRE Liberté GUILLOTIÈRE Victor Hugo Gare Saint-André Rue de l'Université PERRACHE Lefèvre Pont des Planches L. BONNEVAY GARE PART-DIEU Saxe - Préfecture MINIMES Théâtres Romains Vivier Merle Part-Dieu - Servient Palais de Justice Mairie du 3 ème VIEUX LYON Cathédrale St-Jean Cuzin Stalingrad A PART-DIEU Cordeliers Bourse Vaulx Hôtel de Ville Astroballe Léon Blum Cyprian Léon Blum Bon Coin Poizat Blanqui Bernaix Centre Mémoires et Société Grandclément Verlaine EN VAULX- VELIN L. Braille-Montaland Alsace La Soie Institut d’Art Contemporain Ste-Geneviève Thiers -Lafayette Bel Air Les Brosses Décines Centre Gare de Dauphiné Villeurbanne Lacassagne Collège Bellecombe Part DieuJules Favre Garibaldi-Lafayette Les Halles Paul Bocuse Saxe-Lafayette GARE Molière CORDELIERS Grand Vire RÉPUBLIQUE - Villeurbanne GRATTE-CIEL FLACHET CUSSET B BROTTEAUX Bât d’Argent FOURVIÈRE Lesire CHARPENNES FOCH La Feuillée Mas du Taureau Charles Hernu Vitton-Belges MASSÉNA C Vaulx les Grolières Le Tonkin Parc Tête d’Or-Duquesne CROIX-PAQUET La Grappinière Condorcet Parc Tête d’OrChurchill D EN VAULX- VELIN Université Lyon 1 Interpol CROIX-ROUSSE GARE DE VAISE IUT-FEYSSINE Croix-Luizet INSA - Einstein Centre de Congrès Saône Reconnaissance Balzac Décines Grand Large Villette PLACE GUICHARD Meyzieu Gare Bourse du Travail SAXE-GAMBETTA MEYZIEU Z.I. GARIBALDI SANS-SOUCI MONPLAISIR-LUMIÈRE GRANGE BLANCHE Quai Claude Bernard Ambroise Paré Vinatier Essarts - Iris Boutasse - Camille Rousset Hôtel de Ville - Bron Les Alizés Rebufer Simplification, Alegibility and common sense are the prime ingriedients of great design. A detail from the Lyon diagram MONTROCHET by the Lattitude agency demonstrates how a 20 degree Métro angle can be just as effective as 45. Suchet Centre Berthelot Sainte-Blandine JEAN MACÉ Tramway Jean XXIII Maryse Bastié Garibaldi - Berthelot Route de Vienne Jet d'eau Mendès France Villon PLACE JEAN JAURÈS Rhône Bachut Mairie du 8 ème LAËNNEC Parilly - Université Europe - Université MERMOZ PINEL Porte des Alpes Parc Technologique Hauts de Feuilly Salvador Allende Alfred de Vigny St-Priest-Hôtel de Ville • Make a clear distinction between ordinary stations and interchanges (this greatly helps B D passengers planning journeys). Accessibilité • Interchange station markers should be universal (though at extremely complex or lengthy interchanges a white-line connector or variation of this symbol may be necessary as long as it fits into the overall style of the others) • Station markers should be ticks or ‘blobs’ (dots, open circles and ‘blobs’ are the most common. Ticks come second. Avoid ‘line breaks’ as these can be extremely confusing). • Stations names should all be horizontal (if at an angle, all should follow same angle; mixing horizontal names with angled ones looks bad). • Background colour is generally white (pastel shades can be used if they do not clash with the line colours. Very dark backgrounds (black, dark Trolleybus Cristalis DEBOURG PARILLY Esplanade des Arts Jules Ferry Agence commerciale TCL Parc relais TCL Navette aéroport Office de tourisme STADE DE GERLAND Cordière GARE DE VÉNISSIEUX Gare Toutes les stations de métro, tramway et trolleybus Cristalis sont accessibles à l’exception de la station Croix-Paquet. Pour connaître la disponibilité des ascenseurs, appeler le 04 26 10 12 12 ou consulter le site internet www.acces.tcl.fr ST-PRIEST Bel-Air © latitude - cartagène n45-10/07 This list of concepts is sometimes abbreviated throughout the book as “Good design practice” • Remove unnecessary topography (though leaving important waterways or green spaces – often stylised – is sometimes considered useful for a vague orientation). Vignelli says he “I would even love to had dropped all surface geography from the New York Subway diagram”. • No streets are shown (though occasionally key highways like arterial roads may be acceptable). • Straighten-out lines (avoid changing direction of a line unless totally necessary - Roberts says “an unnecessary change of direction is a design flaw”). • Use only horizontal and vertical lines and one diagonal angle. (Spandonine says: ...“to use any more is both pointless and untidy” • 45 degrees is the most common angle for all diagonals (though 20, 30, 35, 60 and 65 have also been utilized to good effect). • Create at least one simple axis (north-south or east-west if relevant, though stylised ‘circle’ lines are also utilized as perfect spheres). • Compress the suburbs (or areas where stations are spaced far apart geographically). • Enlarge central area (or areas where stations are in close proximity geographically. Beck said: “I tried to imagine that I was using a convex lens.....to present the central area on a larger scale”). • Do not change line direction under a station marker (especially at correspondences). Foale says: “The eye can cope with sections of line passing under things but if a direction change occurs while the line is beneath a symbol or another line, it can be quite confusing” • Do not change line direction more than once between stations. (It hampers clarity). • Leave adequate space for the text of the station name (it’s as crucial as plotting the lines) Foale says; “the space for text is as important as the trajectory of the lines”. • Station names should NEVER crash over lines. blues etc) can work with the same proviso but primary colour backgrounds should be avoided). • Simplify complex interchanges/service patterns (badly drawn correspondences will let down the entire diagram). • Keep all station names the same size (though in systems where terminal stations play a key role, there may be a good reason to enhance their appearance in bold/caps/reversed out etc). • Keep all stations on the same side of the line (this is rarely possible all over but looks neat on a long simple line). • Use upper and lower case text (it is more humane). • Stay within corporate identity (the in-house operator style should permeate every feature of the diagram - anything that does not fit will look hideously out of place when the diagram is on display in situ). • All text must be in the operator’s house font (never condense/alter a font to squeeze text in to a badly designed space). • Station names to read EXACTLY as on the platform signage (this avoids passenger confusion. Abbreviations on the map to squeeze-in text are unacceptable – however heritage signage may still show abbreviations, in this case use the full name on the diagram). Woods says “it’s amazing how many official maps spell their own station names incorrectly” • Diagrams do not need to be totally abstract (with modern computer graphics and good design most diagrams can give reasonable reflection of at least the key features of city geography without losing all points above). Roberts says: “preserve spatial relationships where possible” • REMEMBER: Someone else may re-design your diagram at a later stage! Beck said: [the diagram] “…must be thought of as a living and changing thing, with schematic and spare-part osteopathy going on all the time”. Prescriptions from Designers • A sensible collection on the surface? • A large list, many criteria to take account of • No criteria overtly contradictory • Might be issues with prioritisation • Are all of these necessary for usability … … or might some merely affect attractiveness? Do not change line direction more than once between stations Stations names should all be horizontal … or could breaking some of them yield benefits? Use only horizontal and vertical lines and one diagonal angle metro graph (G, L), draw each metro line L ∈ L as a continuous curve along its edge sequence in G such that the total number of metro line crossings is minimum. a balanced local feature density in the whole map. (R10) Use unobtrusive and clearly legible placement of station labels. The precise interpretation of this rule differs beThis line layout problem can in fact be considered indetween different layout algorithms. Overlapping labels and pendently of Problems 1 and 2 since it is neither affected by occlusions are usually prohibited. Horizontally aligned the geometry of the layout (only the network topology matters, text is mostly preferred, but horizontal metro lines can which is the same in all metro maps) nor by the label placement. also be labeled with diagonal labels. Often all labels of At its combinatorial core, we need to determine for each edge stations between two neighboring interchanges are placed and each incident vertex a corresponding order of all metro coherently on the same side of the path between them. each vertex v ∈All V ,line place each station name close to its (R4) Metro lines pass straight through interchanges. Interlinesfor sharing the edge. crossings are fully determined vertexorders. position such that no label intersects any other label or change stations are higher degree vertices, where it is by these II. N ETWORK L AYOUT A LGORITHMS feature of G. particularly important that metro lines are visually easy to follow without ambiguities. This is supported if no B. Design Principles Different methods apply additional design-specific con- In this section we cover algorithms for Problem 1, the most metro line changes its orientation in an interchange. straints positions, for example, one Next, weonlistthea possible collectionlabel of design principles and rules onmay studied subtask in automated metro mapThis design. mentioned (R5) Use large angular resolution. rule As aims to distribute require horizontally aligned labels or allow the of diagonal which the existing metro map layout methods are use based. We above, some methods take an integrated approach for the layout incident edges evenly around vertices. onewhen may discussing allow introducing line layout breaks algorithms. in long station and labeling of a metro map. In this case we also describe referlabels, to thisorlist individual (R6) Minimize geometric distortion and displacement. Many Obviously, the labeling that can beofachieved Not names. every method implements all ofquality these rules. Most the the labeling procedures. Westay start discussion of as approaches try to as with closeatoshort the input geometry by a solution of Problem 2 depends directly on the geometry rules are used to define the constraints and quality measures for the computational problem complexity before summarizing possible in order to maintain the user’s mental mapthe of the of the1,layout when solving Problem 1. Thus many Problem but onecomputed rule also specifies constraints for Problem 2. various layout algorithms that have been proposed over the last city and the resemblance to geography. Some methods automated layout methods combine the two problems and solve 15 years, grouped by the underlying algorithmic principles. apply this rule only locally, that is, the relative positions (R1)them Do in notanchange the network topology. integrated manner, where the This graphimportant layout must of pairs of adjacent vertices should be maintained. rule prohibits such asplacement. modifying provide sufficientstructural space fordistortions conflict-free label (R7) Use uniform edge lengths. Since distances in a metro the circular edge orders around vertices or introducing A. Problem Complexity A third task has been from anterms algorithmic map are not linked to geographic distances, any edge in additional edgethat crossings. In considered graph theoretical the perspective is toembedding compute an routing of the (colored) the layout has thethe same length.ofThis often combinatorial of optimal the layout is preserved. This It is known thatideally minimizing number bends in implies an metro lines along the edges of the underlying graph. Here the partsmap) of the network the city center are rule is respected by almost all methods and thus already octilinear that graphdense (or metro layout is an in NP-hard optimizaoptimization is to minimize the number of line crossings tion problem enlarged and result peripheral stations move together. included in goal the definition of Problem 1. [9]. This already applies to acloser very limited partially parallel metro lines, which appear whenever (R8) Keep rules, unrelated ensures that there (R2)ofRestrict edge orientations. The vast majority of metro map two set of design thatfeatures is, apartapart. fromThis rulerule (R1), enforcing parallel meetuses andthe split at opposite some between non-incident vertices, layout lines methods octilinear set ofsides. orientations, that rule (R2) is with the minimal octilinearclearance set of orientations suffices to show edges, and around station labels. is,Problem horizontal, vertical, ±45°-diagonal 3 (Metro Lineand Crossings): Givenorientations. an embedded the NP-hardness of optimizing rule (R3). This is in contrast (R9) minimization Avoid large empty the map. This asks for Othergraph orientations hexalinear (based on L60°as a to bend in the spaces case ofinorthogonal graphrule layout, metro (G, L), such draw aseach metro line L ∈ a balanced local feature in the whole map. angles) are possible, too.edge Some methods dosuch not that use the that is, rule (R2) restricting edgesdensity to horizontal and vertical continuous curve along its sequence in G (R10) Use unobtrusive legible placement of station straight-line all and resort is to minimum. curvilinear edges, orientations only, which canand be clearly solved efficiently using network total number ofedges metroat line crossings labels. [10]. The precise interpretation this polynomialrule differs befor example, based on Bézier splines. flow algorithms As a consequence, no of exact This each line individual layout problem be consideredasinde- time algorithms tween different layout algorithms. labels and (R3) Draw metro can line in as fact straight/monotone for optimizing metro mapOverlapping layouts involving pendently 1 and 2 since is neitherpolyline affected by diagonal edge occlusions are usually Horizontally aligned possible of andProblems avoid sharp turns. For ittraditional orientations can beprohibited. expected and all suggested thedrawings, geometrythis of the layoutto(only thefew network matters, methods are textlimited is mostly preferred, butanother, horizontal metro lines implies use as bendstopology as possible in some way or for example, by can which the same in all metro maps) by the label placement. relaxing constraints, also be labeled with heuristics, diagonal labels. Often all labels with ispreferably obtuse angles. Fornor curvilinear drawings, applying approximations, and of Atpreferably its combinatorial we need determine for points each edge local optimization stations between two using neighboring interchanges placed uniformcore, curvature andtofew inflection techniques, asymptotically sloware exact and each be incident coherently on the the same sidegraphs. of the path between them. should used. vertex a corresponding order of all metro computations or restricting input lines sharing the edge. All line crossings are fully determined by these orders. Prescriptions from Computer Scientists • Taken from Nöllenburg (2014) Prescriptions from Computer Scientists • A shorter list than Ovenden (2008) • But many correspond with Ovenden’s list • Highlights: • R2: use a limited number of angles • R3: keep lines straight • Interchanges: do not change direction under one (R4), space angles of crossing lines widely (R5) • R6: minimise topographical distortion • Overall balance: have evenly-spaced stations (R7) and avoid large empty spaces (R9) • R10: apply station names neatly, avoid obstruction Prescriptions from Computer Scientists • List is intended as a specification for automated computerised creation of transit maps • Focus is on what configural criteria that are definable and can be measured and scored • Too many criteria and the computer algorithms would be overwhelmed by degrees of freedom • Subtleties are missing compared with Ovenden (2008) but researchers aiming for feasible criteria Prescriptions from the General Public • Any transit map usability prediction entails some sort of theory of effective design • Intuitive personal theories need not be fully specified or even internally-consistent • Determines products and outcomes • Transport manager: Specification, acceptance • Designer: Recommendations and product • Media commentator: Choice of headlines • General Public: Response to new design • What if disagreement, can’t all be right? Prescriptions from the General Public • Roberts, Gray, & Lesnik (2016) investigated these intuitive theories of design • Experiment 2: 649 people rated 9 matched London maps for usability/attractiveness • Design rules Octolinear Multilinear Curvilinear • Design priority – names on maps conceal these Compact (high complexity trajectories) Geographical (topographical, complex) Stylised (low complexity trajectories) Prescriptions from the General Public Prescriptions from the General Public • Roberts, Gray, & Lesnik (2016) investigated these intuitive theories of design • Experiment 3 (E3): 80 people planned journeys using three stylised Berlin maps, then rated six maps for usability/attractiveness • Design rules Octolinear Multilinear Curvilinear • City (stylised, low complexity trajectories) Berlin London Prescriptions from the General Public • Usability ratings by subjects • Very high for octolinearity • High for simplicity • London only: multilinear preferred to curvilinear? • Berlin: curvilinear preferred to multilinear? Usability Ratings 90.0 89 88 75 67.5 67 55 45.0 54 48 54 47 47 39 34 28 22.5 28 21 0 E2 E2 E2 E3 E3 E2 E2 E2 E3 E3 Octolinear Multilinear Complex Simple E2 E2 E2 E3 E3 Curvilinear Berlin! (simple) N.B. Compact and geographical maps not distinguished her, both labelled complex, stylised maps all labelled as simple Prescriptions from the General Public • Attractiveness ratings by subjects • London only: very high for octolinear • High for simplicity • Curvilinear preferred to multilinear Attractiveness Ratings 90.0 86 83 74 67.5 67 60 45.0 48 54 53 41 22.5 19 0 23 36 25 E2 E2 E2 E3 E3 E2 E2 E2 E3 E3 Octolinear Multilinear Complex 43 41 Simple E2 E2 E2 E3 E3 Curvilinear Berlin! (simple) N.B. Compact and geographical maps not distinguished her, both labelled complex, stylised maps all labelled as simple Prescriptions from the General Public • Curvilinear rated more attractive than usable • Multilinear rated more usable than attractive • Suggests separate sources for ratings Usability Ratings 90.0 90.0 89 88 86 75 67.5 67 83 74 67.5 67 60 55 45.0 Attractiveness Ratings 54 48 54 47 47 48 41 39 34 28 22.5 45.0 54 53 28 22.5 21 0 E2 E2 E2 E3 E3 E2 E2 E2 E3 E3 Octolinear Multilinear Complex Simple E2 E2 E2 E3 E3 Curvilinear Berlin! (simple) 19 0 23 36 25 E2 E2 E2 E3 E3 E2 E2 E2 E3 E3 Octolinear Multilinear Complex 43 41 Simple E2 E2 E2 E3 E3 Curvilinear Berlin! (simple) Prescriptions from the General Public • 183 people sufficiently consistent to be classed as holding a clear theory of effective design • Identified 61: strong octolinearity theory octolinear maps more usable than any alternative • Further 31: weak octolinearity theory octolinear maps most usable within same design priority • Further 32: linearity theory curvilinear maps least usable within same design priority • Further 54: simplicity theory simplest trajectories most usable within same design rules • Further 5: topographicity theory topographical maps most usable within same design rules Prescriptions from the General Public • 270 plausible experts at transit map design • Transport professionals • Design professionals • People aware of research into design issues • No differences from everyone else • Tendencies: overall rating scores very similar • Coherence: similar proportion categorisable • Sophistication: prevalence of theories the same • Everyone is the general public in terms of theories of effective transit map design! Prescriptions for Transit Map Design • No grand unified theory • A disorderly collection • Isolated and disconnected heuristics, principles, and rules of thumb • Derived from logic, empirical testing, observation, intuition, or prejudice • Leads to poor specification, over-simplification, inconsistencies and conflict • Empirical evidence can identify those broadly correct, correct with caveats, and failures? Framework for Effective Design • Towards a framework for effective design • • • • Overview of the framework Henry Beck and the framework Framework elements in detail Framework practicalities and realities Overview of the Framework • What is the framework? • An attempt to identify, integrate and categorise prescriptions/design aspects of transit maps • These might potentially impinge on actual usability and aesthetic responses to them • As such, not a theory of effective design, and not falsifiable; these could be important, or not • With everything slotted into place, relative contributions and importance can be identified • E.g. Roberts (2012, 2014); Roberts et al. (2013) • See Lecture 4 for details on usability studies • See Lectures 5/6 for on psychological theories Overview of the Framework • Individual theories of design = particular fleshings out of the framework • These identify elements of the framework that are particularly important for usability • These prioritise between elements of the framework for relative importance for usability • An individual theory of design is testable and falsifiable Overview of the Framework • Choose design rules and implement them to maximise: • Simplicity: simple line trajectories • Coherence: lines relate to give good shape • Harmony: aesthetically pleasing elements • Balance: evenly spread across the page • Topographicity: geography distorted with care Henry Beck and the Framework • Beck seems to have implicitly known about the elements of this framework Henry Beck and the Framework • Beck’s first design remarkable, a textbook case of following this framework • Early success misleads people, they misinterpret criteria for effective design • Success NOT the application of octolinearity; merely using a ruler does not guarantee success • Success in effectiveness of Beck’s implementation within the constraints of octolinearity • Misunderstanding leads to many ineffective designs today Framework Elements: Simplicity • Definition Line trajectories should be simple, corners/ changes of direction should be minimised What is the point of taking the twists and turns of reality and turning them into zig-zags instead? Reality hasn’t been simplified, all that has happened is that the shape of the complexity has been changed Framework Elements: Simplicity Reality Beck’s Design Poor Simplicity Framework Elements: Simplicity • Poor simplicity (reality): Paris Metro (2015) B C RER: au delà de cette limite, en direction de la banlieue, la tarification dépend de la distance. Les tickets t+ ne sont pas valables. 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Mitterrand* Olympiades Croix de Chavaux* Robespierre b Daumesnil* Chevaleret Porte Porte Porte d’Italie de Choisy d’Ivry* Gentilly Arcueil–Cachan ( fin 2014) Antony C Stade Charléty Mairie de Montrouge* Châtillon–Montrouge L’O n de M de Vé airie li In ov Lo zy el u Pa vois rc N D ew ord oit M in eu Vé e Ge don lizy -l o 2 Ge rge a-Fo s or r ge Mil êt la s Po nd m y p M Pav ido u ail é de Bla H la nc ôp P ita lain l e So Béc le lè il r Le e va nt B Cité Universitaire Montsouris Jean Moulin f @ Vauban Centre de Châtillon Parc André Malraux Division Leclerc Saint-Rémy lès-Chevreuse ( fin 2014) Porte Porte de Vanves d’Orléans Alésia* Mairie de Montreuil Porte de Montreuil Buzenval Bercy Campo Quai Formio* de la Gare* Nationale* Gallieni Porte de Bagnolet Dugommier Saint Marcel Place d’Italie Glacière Plaisance* Didot Corvisart Gare de Lyon 4 Marie de Miribel Picpus Montgallet Gare d’Austerlitz Porte des Lilas Adrienne Bolland Séverine Alexandre Dumas Reuilly–Diderot Les Gobelins Saint-Jacques Mouton Duvernet Gambetta* Maraîchers Avron Rue des Boulets Quai de la Rapée Censier Daubenton* Denfert Rochereau* Gaîté Malakoff Plateau de Vanves Corentin Celton* Port-Royal Raspail Pernety Brancion Issy f @ A Georges Brassens Vavin Voltaire* Charonne Ledru-Rollin* Faidherbe Chaligny Place Monge 3 Mairie des Lilas* Père Lachaise Saint-Ambroise Bréguet Sabin Tournan Pelleport Philippe Auguste* Chelles Gournay Noisy-le-Sec Pré St-Gervais Saint-Fargeau Rue Saint-Maur* Richard Lenoir Petit Noisy Place Télégraphe des Fêtes* Ménilmontant Bastille* Jussieu* Notre-Dame des-Champs Edgar Quinet* Volontaires Parc des Expositions Porte d’Issy 8 Vélizy Saint-Quentin Villacoublay en-Yvelines Robert Wagner Pasteur* Porte de Versailles Suzanne Lenglen Issy Val de Seine Luxembourg St-Placide* Gare Montparnasse Convention Balard* Saint-Sulpice Vaugirard* Desnouettes Jacques-Henri Lartigue Brimborion Sèvres Lecourbe Sully Morland* Cluny La Sorbonne Maubert Mutualité Cardinal Lemoine St-Michel Rennes St-Paul Butte du Chapeau Rouge Couronnes Parmentier St-Sébastien Froissart Pont de Bondy Botzaris Jourdain Oberkampf* Chemin Vert Pont Marie St-Michel Notre-Dame Mabillon Odéon* Montparnasse Falguière Bienvenüe* Commerce Lourmel Billancourt Pont de Sèvres Duroc* Ségur Cambronne Boucicaut* a Marcel Sembat* 7 Vaneau Félix Faure Chardon Lagache Exelmans Rue du Bac Saint François Sèvres Xavier* Babylone* La Motte Picquet Grenelle* Charles Michels* Saint Germain des-Prés Pyrénées 2 Auguste Delaune Hôpital Robert Debré Buttes Chaumont République* Hôtel de Ville Cité* Colonel Fabien* Goncourt* Rambuteau* Hoche Danube d @ Jean Rostand Bolivar Filles du Calvaire Châtelet Pont Neuf Solférino Varenne Louis Blanc Château Landon* Temple Arts et Métiers Châtelet Les Halles Les Halles* Louvre Rivoli* Assemblée Nationale Champ de Mars Tour Eiffel École Bir-Hakeim Militaire Avenue Émile Zola Javel Palais Royal Musée du Louvre Tuileries Musée d’Orsay Invalides* La Tour Maubourg Passy Avenue du Pdt Kennedy Jasmin Pont de l’Alma Réaumur Sébastopol* Étienne Marcel Pyramides Concorde Bonne Nouvelle Porte de Pantin Laumière Jacques Bonsergent Strasbourg Saint-Denis Grands Boulevards Ourcq Stalingrad* Belleville Château d’Eau* Quatre Septembre Sentier Bourse Madeleine* Champs Élysées Clemenceau Gare de l’Est Bobigny Pablo Picasso Église de Pantin* Jaurès* Poissonnière* Libération Hôtel de Ville de Bobigny Pantin Ella Fitzgerald Riquet La Chapelle Bondy La Ferme Crimée* Magenta Richelieu Drouot* Opéra* Auber Franklin D. 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Éluard Théâtre Gérard Philipe Mairie de Villeneuve la-Garenne Chemin des Reniers Les Grésillons Liaison urbaine * hUniversité @ Guynemer Les Courtilles Pôle d’échange multimodal, métro, RER, tramway !"#$%##&##'()*+(,)*-+ '''*+(,)*-+ F Villetaneuse h @ Asnières–Gennevilliers Correspondances 1 E D Épinay Orgemont Pontoise F • Reality has not been simplified Malesherbes G Melun H Propriété de la RATP - Agence Cartographique - PM1 01-2014 - CC - Design: bdcconseil - Reproduction interdite A Légende 7 8 Framework Elements: Simplicity • Poor simplicity (London linearity sequence) • Tetralinear maps often have complex trajectories Framework Elements: Simplicity • Good simplicity (London linearity sequence) • Multilinear maps permit the simplest trajectories Framework Elements: Simplicity • Psychology • Complex trajectories hard to track • Differential complexity will cause journey bias • Complexity makes elements difficult to identify Framework Elements: Simplicity • Measurement • Easy for linear maps • Number of changes of direction? • Total angular transition? Two changes One change 90º transition 90º transition Framework Elements: Simplicity • Measurement • Harder to measure precisely for curvilinear maps • Use tangent points, not cusp points • Minimise control points (changes of direction) • Avoid inflections (s-bends) Framework Elements: Simplicity • Implications • Objective usability: direct impact on journey planning times • Subjective ratings: for both attractiveness and usability, simplest maps receive best ratings • Caveats and Observations • Almost certainly will conflict with the topographicity criterion of the framework • More angles = simpler line trajectories, but the coherence criterion will suffer Framework Elements: Coherence • Definition Elements of the map should relate to each other to give overall design ‘good shape’ The result is orderly and organised A collection of criteria, including • • • • Easy-to identify shapes such as circles, horizons Parallel lines Symmetrical divergence Aligned stations Framework Elements: Coherence Framework Elements: Coherence Reality Beck’s Design Poor Coherence Framework Elements: Coherence • Poor coherence (reality): Paris Metro (1975) • Circle does not compensate for incoherent angles Framework Elements: Coherence • Poor coherence (London linearity sequence) • Multilinear maps struggle for coherence Framework Elements: Coherence • Good coherence (London linearity sequence) • Octolinear maps have natural coherence if designed well Framework Elements: Coherence • Psychology • Makes relatedness of elements easier to identify • Assists learning of underlying network structure • Measurement • Challenging, some individual contributors to coherence can be measured • Proportion of lines that are parallel • Adherence to some sort of grid • Symmetry • Qualities of individual lines (simplicity) easy to measure, higher-order relatedness is harder • Prioritisation necessary for multi-criteria elements Framework Elements: Coherence • Implications • Objective usability: might have impact on journey planning times, should influence network learning • Subjective ratings: not directly tested, but should impact on both usability and attractiveness • Caveats and Observations • Important but very subtle • The difference between a good and a great map? • Multiple angles result in a struggle for coherence because of non-parallel lines • Curvilinear maps can look like a mass of disorganised swirling tentacles Framework Elements: Harmony • Definition A placeholder category for design aspects likely to influence the aesthetic appeal of a map but unlikely to affect usability directly Examples of disharmonic elements include • Lines not crossing quite at right-angles, non-perpendicular • Tall, thin, pointed triangles Framework Elements: Harmony Framework Elements: Harmony Reality Beck’s Design Poor Harmony Framework Elements: Harmony • Poor harmony (reality): Grenoble (2016) • Purple route stands out! Framework Elements: Harmony • Poor harmony (London linearity sequence) • Decalinear maps are particularly disharmonic Framework Elements: Harmony • Good harmony (London linearity sequence) • Hexalinear map with pleasing equilateral triangles Framework Elements: Harmony • Psychology • Psychology of aesthetic judgement in its infancy, but design acceptability is an important criterion • Measurement • Disharmonic elements can be identified, but individual differences in appreciation mean that scoring a design might be futile Framework Elements: Harmony • Implications • Objective usability: no effect by definition • Subjective ratings: not directly tested, but should impact on attractiveness the more strongly • Caveats and Observations • Will always be individual differences in aesthetic appreciation, every map will have its advocates • Best to avoid design rules that are inherently disharmonic unless an ideal fit to a network • Coherence and harmony might be related and difficult to disentangle in practice Framework Elements: Balance • Definition Should equal station density across the map, or else a smooth density gradient spreading outwards from dense centre to sparse suburbs There should be no avoidable sudden changes, i.e. adjacent high/low density areas Inverted density gradients (sparse centre, compressed suburbs) are undesirable Framework Elements: Balance Reality Beck’s Design Poor Balance Framework Elements: Balance • Poor balance (reality): London Underground (2016) • Note the ‘South London sag’ Framework Elements: Balance • Poor balance (reality): London Underground (2016) • Note the ‘South London sag’ Framework Elements: Balance • Poor balance (not London linearity sequence) I2#62'/ Q'+10,("=5$*+-0$ Q'+10,( !/#,62'/ I20,9#L700( I2'910$+"K" 3'+-/#, <00,"N',H N-$$#, M0,+2700( M0,+2700("J-996 M0,+2"J',,07 J',,07" M0,+27-*H" 0$)+2#)J-99 N',H ?-*H/'$670,+2 Q#6+"?5-69-& 4%8,-(.# E*H#$2'/ J-99-$.(0$ ?5-69-&" ?'L$#,6" <'$0, 3'$# ?5-69-& Q#6+" J',,07 G562#L I',&#$(#,6"N',H F+'$/0,# J#'(6+0$#"3'$# I'$0$6"N',H J',,07"K" Q#'9(6+0$# N,#6+0$" W5##$685,L V-$.685,L ?0'( V#$+0$ J',9#6(#$ F5(85,L" ]07$ Q-99#6(#$" =5$*+-0$ F5(85,L" J-99 T-$*29#L"?0'( W5##$[6" N',H F7-66"I0++'.# V-985,$" N',H !9&#,+0$ U,##$10,( V-985,$"J-.2" ?0'( Q',7-*H" !S#$5# ?0L'9"R'H N'((-$.+0$ G,#$+"I,066 U06	" J'/&6+#'(" R'H J#'+2 J'/&6+#'( T-$*29#L" ?0'("K" T,0.$'9 G#96-^#"N',H I2'9H"T',/ N',H" ?0L'9 J'$.#," 3'$# N'((-$.+0$ V#$+-62" ]07$" Q#6+ !,*27'L ]5,$&-H#"3'$# 4&&#," J09907'L F05+2" J'/&6+#'( F+>"=02$[6"Q00( G'H#," F+,##+ G9'*H20,6#" ?0'( J-.285,L" K"E69-$.+0$ O'96+0$" I'$0$85,L V-$.69'$( I'9#(0$-'$" ?0'("K" G',$685,L J'*H$#L" I#$+,'9 M0,+2" !*+0$ X'6+" !*+0$ J099'$(" N',H Q2-+#"I-+L F2#&2#,([6"G562 Q00("3'$# X'9-$." 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Framework Elements: Topographicity • Psychology • London Underground distortions known to influence mental models (Vertesi, 2008) and journey choices (Guo, 2011) • Measurement • In theory, it is possible to compute a mean deviation score for a map, but in practice: • Variable scale: not all areas equally distorted • Similar-sized distortions not all equally bad • Distortion matters more for areas of high station density • Cardinal point distortion (N-S and E-W reversal) is likely to matter the most Framework Elements: Topographicity Absolute size of deviation of yellow in relation to blue is identical Yellow is relatively near to blue, deviation is more important Yellow is relatively far from blue, deviation is less important Framework Elements: Topographicity Yellow is still north and east of blue Absolute size of deviation of yellow in relation to blue is identical Yellow is no longer north of blue Framework Elements: Topographicity • Implications • Objective usability: more research needed into effects on station finding and journey choice • Subjective ratings: maps labelled ‘geographically correct’ are not rated highly for usability • Caveats and Observations • Almost certainly will conflict with the simplicity criterion of the framework • Measurable utility of topographical accuracy yet to be demonstrated (e.g., Forrest, 2012) Framework Practicalities and Realities • Choose design rules and implement them to maximise: • Simplicity: simple line trajectories • Coherence: lines relate to give good shape • Harmony: aesthetically pleasing elements • Balance: evenly spread across the page • Topographicity: geography distorted with care • Every network is different, different design rules might suit different networks • The framework is neutral concerning design rules, provided these criteria can be optimised Framework Practicalities and Realities • Framework gives guidance BUT • Unable to specify precise design decisions • Unable to resolve between conflicting criteria • Further research needed to identify • Precise utility of components and prioritisation • Effects of components on objective usability • Effects of components on subjective ratings of usability and attractiveness • Does not supersede individual prescriptions derived from psychological theory (L5/6) • A long way to go from framework to theory • Framework is useful for weeding out bad maps References (1) • Forrest, D. (2014). Causes and consequences of scale change in schematic maps: are users aware and do they care? Schematic Mapping Workshop 2014, University of Essex, April. • Guo, Z. (2011). Mind the Map! The Impact of Transit Maps on Travel Decisions in Public Transit. Transportation Research Part A, 45, 625–639. • Nöllenburg, M. (2014). A survey on automated metro map layout methods. Schematic Mapping Workshop 2014, University of Essex, April. • Ovenden, M. (2008). Paris Metro Style in Map and Station Design. Harrow Weald: Capital Transport Publishing. • Roberts, M. J. (2012). Underground Maps Unravelled: Explorations in Information Design. Wivenhoe, Essex: Published by the author. • Roberts, M. J. (2014). What’s your theory of effective schematic map design? Schematic Mapping Workshop 2014, University of Essex, April. References (2) • Roberts, M. J., Gray, H., & Lesnik, J. (2016). Preference versus performance: Investigating the dissociation between objective measures and subjective ratings of usability for schematic metro maps and intuitive theories of design. Unpublished Manuscript. • Roberts, M.J., Newton, E.J., Lagattolla, F.D., Hughes, S., & Hasler, M.C. (2013). Objective versus subjective measures of Paris Metro map usability: Investigating traditional octolinear versus all-curves schematic maps. International Journal of Human Computer Studies, 71, 363-386. • Vertesi, J., (2008). Mind the gap: the London underground map and users’ representations of urban space. Social Studies of Science, 38, 7–33. Copyright Notice • The text of and organisation of this presentation is copyright ©Maxwell J Roberts, 2016. These slides may be distributed in unaltered form, but must not be reused or reformatted for presentations or teaching, whatever the purpose, and they must not be rehosted for downloading at any other web site, without the express permission of the copyright holder. • The following images are copyright ©Maxwell J Roberts, and may not be used or reused for any purpose except for fair-use educational/illustrative purposes. They may not be used for any commercial purpose (e.g., textbook, academic journal that charges a subscription) without the express permission of the copyright holder. • Slides 17, 19-21 inclusive, 29 (insets), 31, 32, 34, 35, 37, 38, 41, 42, 44, 45, 49, 50, 52, 53, 57, 60, 61, 65, 67, 68, 70, 71 • All other images in this presentation are reproduced for strictly illustrative/educational notfor profit purposes. If you are the originator or copyright holder of any of these images, and wish for a credit to be appended to this presentation, please contact Maxwell J Roberts via email at [email protected] • The web page from which this presentation was downloaded was www.tubemapcentral.com • All subjective evaluations expressed are the personal opinions of the author • This slide must not be deleted from this presentation