Matilda
Matilda
Matilda
and Reading
Editors
Ching Y. Suen
Concordia University, Canada
[email protected]
Lu Qin
The Hong Kong Polytechnic University, Hong Kong
[email protected]
Published
Vol. 1 Digital Fonts and Reading
edited by Mary C. Dyson and Ching Y. Suen
Forthcoming
Vol. 2 Advances in Chinese Document and Text Processing
edited by Cheng-Lin Lu and Yue Lu
For photocopying of material in this volume, please pay a copying fee through the Copyright Clearance
Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, USA. In this case permission to photocopy
is not required from the publisher.
ISBN 978-981-4759-53-3
Printed in Singapore
v
vi Introduction to the series
two books are already in the pipeline: this one, Digital Fonts and Reading,
and the next, Advances in Chinese Document and Text Processing. As time
goes by, it is hoped that others will follow suit covering research and devel-
opments in different parts of the world.
The publication of this book series could not have been accomplished
without the tremendous help and encouragement from our colleagues, in
particular Dr. Shi Kuo Chang of the University of Pittsburgh, Chao Ning
Liu formerly with IBM Yorktown Heights, and Ms. Kim Tan of WSPC, as
well as the beautiful memory of the founder of CLCS, the late Dr. Yaohan
Chu of the University of Maryland.
vii
viii Preface
Sorkin (chapter 8) and Shaikh and Chaparro (chapter 13). Slattery (chapter
4) reviews eye movement research as a methodology for studying reading
and highlights the disconnect between psycholinguistic research and font
design, discussing possible reasons. These resonate with my own expla-
nations of the divergence which have guided my efforts to bridge the gap.
Beier (chapter 5) draws on scientific findings and designer’s experiences
to review what we know about the legibility of fonts that are designed to
be read at a distance. This knowledge is converted into practical guid-
ance on how shapes can be improved for optimal distance reading. Wang
(chapter 6) reports an investigation of the effects of introducing interword
spacing in Chinese text read by children in two age groups. As she found
that the younger children (7-8 year olds) benefitted from additional space,
the results have implications for the design of learning materials.
Perspectives on type design practice (chapters 7-10) range from an
introduction to Chinese typefaces, to coverage of specific issues, to the
introduction of a more theoretical approach. Lu, Zhu, Zhang, and Tang
(chapter 7) provide a detailed account of the complexities of designing
Chinese characters, outline the typical workflow, and discuss partic-
ular challenges. Some concepts and methods common to the designs of
Chinese and Latin typefaces can be identified. Sorkin (chapter 8) also
deals with practicalities by describing the factors to consider when opti-
mizing type for different viewing distances, media, technologies, angle of
viewing, and readers. Nemeth (chapter 9) focuses on the harmonization
of type design across scripts, touched upon by Lu et al. In contrast to the
preceding descriptions of practice, this chapter takes a critical look at the
practice and questions the case for regularity and uniformity as opposed
to flexibility. McKaughan (chapter 10) introduces the design method of
pattern languages, illustrating with an example of designing newspaper
typefaces. The approach works at a level of abstraction that can handle the
multiple variables within and between letters and their interrelationships
and can combine knowledge across disciplines.
The final section on using type (chapters 11-14) explores various aspects
of fonts in quite diverse ways, from scientific methods to case studies.
Dyson, Tam, Leake and Kwok (chapter 11) pick up the theme of consis-
tency of stylistic characteristics of fonts and investigate whether designers
have the expertise to enable them to perceive this consistency when they
cannot read the (Chinese) characters. Lacava (chapter 12) examines the
x Preface
process of selecting fonts for newspapers through two case studies (one
English, one Arabic), providing an interesting complement to the pattern
language approach (chapter 10). The personality of the font is also touched
upon, which is the subject of chapter 13. Shaikh and Chaparro focus on the
perception of onscreen typefaces in terms of personality and the perceived
appropriateness of typefaces for various document types. In common with
Dyson et al., this research is concerned with the stylistic characteristics of
fonts. Almuhajri and Suen (chapter 14) conduct experiments to compare
Arabic fonts in terms of legibility and readability with a view to recom-
mending fonts for Personal Digital Assistants.
The publication of this book would not have been possible without
the wonderful enthusiasm of authors, the support of colleagues in the
Department of Typography & Graphic Communication at the University
of Reading, and the patient assistance and skill of Natassia Swulinska in
typesetting and laying out pages.
Mary C. Dyson
Contributors
Mrouj Almuhajri
Department of Computer Science, Saudi Electronic
University Dhahran, Saudi Arabia
[email protected]
Sofie Beier
School of Design, The Royal Danish Academy of Fine Arts,
Schools of Architecture, Design and Conservation, DK
[email protected]
Eleni Beveratou
[email protected]
Ann Bessemans
PXL-MAD (Media, Arts & Design), University Hasselt, Belgium,
READSEARCH
[email protected]
Matthew Carter
Type designer, Carter & Cone Type Inc., USA
[email protected]
Barbara Chaparro
Software Usability Research Lab; Department of Psychology;
Wichita State University; Wichita
[email protected]
Mary C. Dyson
Department of Typography & Graphic Communication,
University of Reading, UK
[email protected]
xi
xii Contributors
Brian Kwok
School of Design, Hong Kong Polytechnic University
[email protected]
Kevin Larson
Advanced Reading Technologies, Microsoft, USA
[email protected]
Lucie Lacava
Lacava Design Inc., Montreal, QC
[email protected]
Clare Leake
Department of Typography & Graphic Communication,
University of Reading, UK
Xiaoqing Lu
Institute of Computer Science and Technology, Peking University
[email protected]
Rob McKaughan
Advanced Reading Technologies, Microsoft, USA
[email protected]
Titus Nemeth
[email protected]
A. Dawn Shaikh
Google
[email protected]
Timothy J. Slattery
Department of Psychology, Bournemouth University, UK
[email protected]
Contributors xiii
Eben Sorkin
Sorkin Type Co. Easthampton MA, USA
[email protected]
Ching Y. Suen
Centre for Pattern Recognition and Machine Intelligence
Concordia University Montreal, Canada
[email protected]
Keith Tam
Department of Typography & Graphic Communication,
University of Reading, UK
[email protected]
Ting Tang
Founder Fonts Business Division, Beijing Founder
Electronics Co., Ltd
[email protected]
Hsiu-Feng Wang
Department of e-Learning Design and Management,
National Chiayi University, Taiwan
[email protected]
August 1, 2014 10:17 9in x 6in Scanning Transmission Electron Microscopy. . . b1683-fm
xv
xvi Contents
Ann Bessemans
Due to the low quality level of visual input they receive in the form of printed text, visually
impaired beginning readers are at a disadvantage in comparison to their peers. In the past,
typography has often been regarded as a useful instrument to improve the legibility of the
printed reading material that is being offered to children with low vision. However, the
legibility research that was at the base of this conception was not always of good quality.
In cognitive science for example, many efforts were made that were methodologically
correct, yet the test material (typefaces) was unrealistic. On the other hand, typographers
themselves introduced many typefaces that were supposed to improve legibility, but the
reasoning behind them was hardly ever sufficiently methodologically supported. More-
over, most legibility research focused on people with low vision in general, ignoring the
fact that visually impaired children constitute a very particular group with specific issues.
This PhD research project approached the issue of legibility for visually impaired begin-
ning readers from a design context. The research is an attempt at bridging the gap between
the font designers and the cognitive scientists studying the legibility of letter characters.
In the development of the test material, the focus was on parameter design. Parameters are
shape characteristics that can be isolated within the same type. Starting from two existing
types (one serif, one sans-serif), typefaces were designed based on five parameters that
explored the balance between homogeneous and heterogeneous in both form and rhythm.
Based on legibility research with test material that conforms to both the scientific and the
typographic knowledge in this field, a typeface is proposed that provides support for the
target group of visually impaired children in the first stages of the reading process.
1.1 Introduction
19
20 Digital fonts and reading
peded is less able to develop both intellectually and socially. Because most
of the process of learning to read is finished after the age of nine it is im-
portant that children who encounter difficulties are supported in the initial
stages of this process [Stanovich, 1986; Marquet et al., 2006].
Visually impaired children with no additional disorders do not have
problems with reading comprehension, spelling or accuracy. Therefore the
reading problems of children with low vision are (initially) visual and not
cognitive [Gompel et al., 2003; Gompel, 2005]. A visual impairment has a
direct impact on technical reading skills.
Due to the low quality of visual input they receive in the form of printed
text, beginning visually impaired readers are at a disadvantage in compar-
ison to their (visually unimpaired) peers. The reading process is disturbed
due to a reduction in visual input [Gompel et al., 2003; Gompel, 2005].
Children with a visual impairment have problems with the decoding of
words, the deciphering of visual patterns, and the recognition of letters.
Because their decoding is hampered, the reading speed is lower, which
eventually can lead to cognitive problems necessitating a transfer from
regular to special education. To improve visual input, a lot of attention is
given to optical reading aids and the use of large print. Large print is often
seen as a quick fix to show that efforts have been made for the visually
impaired. Research has shown that large print books are not effective for
the technical reading process for most children with low vision [Lovie-
Kitchin et al., 2001; Corn et al., 2002].
In the past, typography has often been looked upon as a useful instrument
to improve the legibility of printed reading material that is being offered
to people with low vision. However, legibility research efforts are not al-
ways of good quality. In the case of cognitive scientists this is all too of-
ten caused by inadequate domain knowledge of typography, pointed out
by Spencer [1969], Dyson [1999], Lund [1999] and Bessemans [2012].
This can lead to the use of incorrect terminology, poorly designed letters,
poorly motivated and incorrect choice of text material. For the designers,
this is due to an intuitive way of approaching legibility research [Dyson,
1999; Lund, 1999; Bessemans, 2012]. Typographers rarely do empirical
research. Very few attempts are made by typographers to test their de-
Matilda: a typeface for children with low vision 21
signed material on their target group. They portray their ‘findings’ as tru-
ism, but these lack any scientific validation.
Many legibility studies focusing on the influence of design, both within
cognitive science and within the design world, lack internal and/or exter-
nal validity. Figure 1 shows test material illustrating a common external
validity problem. The material is carefully constructed by manipulating
isolated parameters (like heaviness of serifs, letter width, letter height).
This results in high internal validity. But the external validity is very low.
These letters are not considered real typefaces used in everyday life. Fig-
ure 2 shows test material illustrating a common internal validity problem.
The test material could be present in real life, which means that the ex-
ternal validity is high. However, effects on legibility cannot be attributed
to single design parameters. Several design parameters (or even a com-
bination) can influence the legibility effect. For example a difference in
legibility between Helvetica and Times New Roman cannot be attributed
solely to the serifs as there are other differences between the two types.
Therefore the internal validity is rather low. Design parameters are design
characteristics within the same font that can be isolated and can be manip-
ulated independently of each other. A design parameter can therefore be
related to the internal and external validity.
Moreover, most legibility research has focused on adults with low vi-
sion, ignoring the fact that visually impaired children constitute a very
particular group with specific issues. Both the fact that their reading pro-
22 Digital fonts and reading
cess has just started, as well as the fact that their visual impairment is not
caused by ageing, makes it difficult or even impossible to simply transfer
results. It makes sense to hypothesize that the elderly are more aided by
a macro level of typography like the layout of a page or book or even
a bigger type size which slows down reading but is more comfortable
[Bouwhuis, 1993].
Figure 3: An onion model explaining the sensoric and cognitive aspects within reading.
from other designers (mainly typefaces). This context will lead to an initial
design that ultimately results in test fonts. These test fonts are used with-
in legibility studies (see 1.5). In turn, the results of the legibility studies
provide motivation for a second type design that will eventually lead to
the development of a special font for children with low vision. Using this
global framework, this study starts with an explicit definition of legibility,
and uses methods of measuring that have both internal and external validi-
ty. The output is an improved insight into the nature of legibility and some
practical guidelines in the realm of type design.
During the process of designing the test typefaces the focus was on
parameter designs. Departing from two existing typefaces (serif DTL
Documenta and sans-serif Frutiger) a number of derived typefaces were
designed with five different parameters: (1) variable x-height; (2) conven-
tional contrast; (3) unconventional contrast; (4) direction; (5) letter width
(see Figure 4).
24 Digital fonts and reading
Figure 4: The test fonts (sans serif and serif) with their illustrated rhythm. From top to
bottom: the basic fonts Frutiger and DTL Documenta; parameter conventional contrast;
parameter unconventional contrast; parameter direction; parameter letter width; parameter
variable x-heights.
1. Variable x-height: By changing the x-height and the ascender and descender
height of the letters, this design parameter induced a lot of heterogeneity,
both rhythmically and in terms of letter form.
2. Conventional contrast: This parameter adds contrast to the letter in a conven-
tional way. Certain letter parts were emphasized in a conventional manner.
This parameter mainly induced heterogeneity in terms of letter forms.
3. Unconventional contrast: This design parameter emphasized the most dis-
tinctive character parts within the letters. This induced in particular the het-
erogeneity of letter forms (because of less symmetry).
4. Direction: Within this parameter, more heterogeneity was induced within
rhythm by playing with the directions of the letter strokes.
5. Letter width: Within this parameter, more heterogeneity was induced within
rhythm and letter form by varying the letter widths.
Matilda: a typeface for children with low vision 25
The five parameters were used to examine the balance between homo-
geneous and heterogeneous in both form and rhythm. The heterogeneity
with regard to the letter shape can be illustrated by making related letters
less similar (see Figure 5). The heterogeneity with regard to the rhythm
of the font can be illustrated by a more irregular stripe pattern which is
formed by the vertical letter strokes.
Using the concepts of homogeneity and heterogeneity we can say that
in general sans serif typefaces are homogeneous within their letter forms
(because of possible mirroring) and heterogeneous within their rhythm
(see Figure 6). With serif typefaces it is the other way around (certainly for
serif typefaces based on the 20th century model): they are heterogeneous
within their letter forms (the serifs and contrasts make mirroring impos-
sible) and homogeneous within their rhythm. Theoretical and practical
insights concerning legibility of material for low vision children pointed
in the direction of more heterogeneity. Notice that we never tested very
extreme forms of heterogeneity.
Figure 5: Illustrating the heterogeneity within letter shape. Top: a geometrical sans serif.
Bottom: a humanistic sans serif.
Figure 6: Illustrating letter and rhythm heterogeneity. The heterogeneity within the
letter shape lies in the serifs and the contrast of the serif typefaces. The heterogeneity
within the rhythm lies within the rhythmical pattern formed by sans serifs.
a
Pseudowords were used because phonological rules and conventions within the
letterforms remain, while semantic knowledge and the influence of context are excluded.
b
100 pseudowords were created with an equal amount of letters. These pseudowords were
used within each parameter and the basic fonts. The software controlling the experiment
selected and mixed at random an equal amount of words within the design parameters. Si-
multaneously the fonts (basic and derived) were chosen at random by the software (Affect).
Matilda: a typeface for children with low vision 27
c
The children were asked which fonts read the best for them.
28 Digital fonts and reading
1.6 Results
d
It became clear that the difference with respect to the design parameter rhythm and the
basic font is not seen by most of the beginning readers. This parameter can therefore be
useful for practical use because it induces legibility while remaining invisible.
30 Digital fonts and reading
1.7 Matilda
e
Named after the book ‘Matilda’ from Roald Dahl (1988).
Matilda: a typeface for children with low vision 31
'Zit j e goed, Sofie? Voor de rest van de curs us is het van belang dat
je inziet dat sofisten echte filosofen waren, die hun plaats verdienen
in de geschiedenis van het menselijk denken. De sofisten lieten zich
voor hun werk betalen, omdat ze niet zoals Plato konden rekenen
op een rijkelijk inkomen. Het waren mensen met een ruime belang-
stelling voor intellectuele en ethische problemen, die hun kunde in
dienst stelden van hun studenten. Dergelijke sofisten zijn de hele
geschiedenis door gekomen en gegaan. In zekere zin war en zij de
eerste humanist en en onafhankelijke onderzoekers. Met leraren en
betweters, die ofwel dik tevreden zijn met het weinige dat ze we ten
of opscheppen dat ze van een heleboel dingen verstand hebben,
waar ze in werkelijkheid geen snars van begrijpen, hebben ze dus
niks van doen .. .' !, ?.
' Zit je goed, Sofie? Voor de rest van de curs us is het van belang dat
je inziet dat sofisten echte filosofen waren, die hun plaats verdienen
in de geschiedenis van het menselijk den ken. De sofisten lieten zich
voor hun werk beta len, omdat ze niet zoals Plato konden rekenen
op een rijkelijk inkomen. Het waren mens en met een ruime belang-
stelling voor intellectuele en ethische problem en, die hun kunde in
dienst stelden van hun studenten. Dergelijke sofisten zijn de hele
geschiedenis door gekomen en gegaan. In zekere zin waren zij de
eerste humanisten en onafhankelijke onderzoekers. Met leraren en
betweters, die ofwel dik tevreden zijn met het weinige dat ze weten
of opscheppen dat ze van een heleboel ding en verstand hebben,
waar zein werkelijkheid geen snars van begrijpen, hebben ze dus
niks van doen .. .' !,?.
'Zit je goed, Sofie? Voor de rest van de cursus is het van belang dat
je inziet dat sofisten echte filosofen waren, die hun plaats verdienen
in de geschiedenis van het menselijk denken. De sofisten lieten zich
voor hun werk betalen, omdat ze niet zoals Plato konden rekenen
op een rijkelijk inkomen. Het waren mensen met een ruime belang-
stelling voor intellectuele en ethische problemen, die hun kunde in
dienst stelden van hun studenten. Dergelijke sofisten zijn de hele
geschiedenis door gekomen en gegaan. In zekere zin waren zij de
eerste humanisten en onafhankelijke onderzoekers. Met leraren en
betweters, die ofwel dik tevreden zijn met het weinige dat ze weten
of opscheppen dat ze van een heleboel dingen verstand hebben,
waar ze in werkelijkheid geen snars van begrijpen, hebben ze dus
niks van doen .. .' !,?.
Figure 9: Comparison of the text color and letter width between Matilda (top), DTL
Documenta (middle) and Frutiger (bottom).
32 Digital fonts and reading
f
Emphasizing letter parts seems to be helpful for visually impaired children at the lowest
reading level.
Matilda: a typeface for children with low vision 33
1.8 Conclusion
frequencies within a typeface can affect legibility for normal and poor
readers (e.g. low vision readers). This is in line with the findings of my
doctoral dissertation where disturbed stripe patterns within words resulted
in better decoding skills (and thus legibility) for those with a less devel-
oped perceptual system.
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36 Digital fonts and reading
267
268 Index
typographic
knowledge, 19–20, 30, 79, 91, 169,
186–187, 189
practice, 22, 153, 166, 171, 173, 186,
189
word
shape, 60–61
spacing, see inter-word space
superiority effect, 46
word frequency, 44, 57–58, 61–62,
66–67, 70
writing system, 42, 110, 112, 193–196,
199–200, 202–207