A Practical Guide To Graphics Reporting
A Practical Guide To Graphics Reporting
A Practical Guide To Graphics Reporting
GRAPHICS
REPORTING
INFORMATION GRAPHICS
FOR PRINT, WEB & BROADCAST
Jennifer George-Palilonis
Ball State University
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06 07 08 09 10 10 9 8 7 6 5 4 3 2 1
CHAPTER ONE
Mastering the Art of Visual Storytelling 3
History 4
Our Visual Culture 6
The Role of the Graphics Reporter 7
Spotting Graphics Potential 9
The Visual Editor 13
In the Eyes of an Expert: J. Ford Huffman,
Deputy Managing Director, USA Today 15
Chapter One Exercise 17
Graphics Potential Packaging Form 21
CHAPTER TWO
Multimedia Storytelling: How Different Media Use Graphics 23
Print Graphics & News Coverage 24
Sept. 11, 2001: A Case Study 28
Digital Media Formats: Animation & Interactivity 31
MSNBC.com: A Case Study 37
Information Graphics & Convergence 38
One Graphic, Three Formats: A Case Study 41
In the Eyes of an Expert: Don Wittekind,
Graphics Director, South Florida Sun-Sentinel 44
Chapter Two Exercise 47
V
VI CO N T E N T S
CHAPTER THREE
Research & Writing for Graphics Reporting 49
Research Sources for Information Graphics 49
Sifting Through the Rubble 54
Developing a Source List 56
The Written Components of an Information Graphic 57
Information Graphics & News Coverage 61
In the Eyes of an Expert: Michael Price,
Presentation Editor, San Diego Union-Tribune 63
Chapter Three Exercise 67
CHAPTER FOUR
Ethics & Graphics Reporting 69
The Graphics Reporter’s Code of Conduct 70
Visual Plagiarism & Copyright 72
The Internet as a Source 73
Working with Numbers 74
In the Eyes of an Expert: Jeff Goertzen,
Senior Artist, St. Petersburg Times 75
Chapter Four Exercise 80
CHAPTER FIVE
Designing Information Graphics 83
The Seven Basic Design Principles 83
Working with a Grid 91
Color & Type Palettes 92
In the Eyes of an Expert: Ron Reason, Design Consultant 96
Chapter Five Exercise 98
CHAPTER SIX
Cartography for Journalists 101
Functions of Maps 102
Kinds of Maps 103
The Physical Components of a Map 109
Map Construction 114
Color Use in Maps 116
Type in Maps 117
CO N T E N T S VII
CHAPTER SEVEN
Charts, Tables & Text-Based Graphics 125
Text-Based Graphics 128
Pie Charts 131
Bar Charts 133
Fever Charts 135
Tips for All Types of Graphics 136
In the Eyes of an Expert: Angela Smith,
Graphics Reporter, The State-Journal Register 139
Chapter Seven Exercises 140
CHAPTER EIGHT
Taking the “Numb” Out of Numbers: Statistical Data Displays 143
Spotting Problems with Statistics 144
Establishing Validity in Polls & Surveys 146
In the Eyes of an Expert: Kris Goodfellow, ESRI 149
Chapter Eight Exercise 152
CHAPTER NINE
Diagrams & Illustrative Graphics 153
Types of Diagrams 153
Organizing the Content 155
Illustration Techniques 159
In the Eyes of an Expert: Nigel Holmes, Explanation Graphics 161
Chapter Nine Exercises 165
Appendix A 169
Glossary 175
Index 185
ABOUT THE AUTHOR
VIII
ACKNOWLEDGMENTS
Along with Jim, I dedicate this book to my sons, Quinn and Gage.
Even as newborns, your strength amazes me, your beautiful faces
leave me speechless. While my career will always be important to me,
and while I will continue to reach toward new goals, nothing will ever
mean more to me than your health and happiness. You are the most
important, most amazing, most fulfilling accomplishment of my life.
I would also like to thank the rest of my family for your love, wisdom
and guidance, not just now, but for a lifetime of support. To my
mother, Jan, for teaching me how to be a successful wife, mother and
professional woman. To my father, Jerry, for always encouraging me
to strive toward excellence in everything I do, and thank you for con-
tinuing to love me, even when I pushed you to your limits. To my
brother, Chris, for your generosity of spirit, your good-natured out-
look on life and your enormous heart. To my sister-in-law, Kari, for
being the sister I always wanted. And, to my beautiful niece, Taya, for
keeping us all on our toes and for influencing our decision to have
kids of our own. Thank God for all of you.
This book would also not be possible without the support, wisdom
and guidance of my most cherished friends and mentors. Thanks to
Angela for being the best friend anyone could ever hope for. You
have loved and always will love me no matter what I do or where I
land, and you mean so much more to me than you’ll ever know.
IX
X A Practical Guide to Graphics Reporting
Thanks to Ron Reason for bringing me along for the ride on so many excit-
ing and challenging projects. I learn something new each time we work
together. Thanks to Dr. Mario Garcia for presenting me with so many won-
derful opportunities in our business. Over the years, you and your family
have come to mean so much to me. Thanks to Deborah Withey for open-
ing new doors for me very early in my career. Thanks to all of the amazing,
talented and supportive journalists I have worked with, especially those at
the Detroit Free-Press and the Chicago Sun-Times. And, thanks to Pamela
Leidig-Farmen, Ryan Sparrow, Alfredo Marin-Carle, Lori Demo, Marilyn
Weaver and the rest of the faculty at Ball State for both nurturing me as a
student and later supporting me as your colleague.
Thanks also, to all those who contributed to this book, including J. Ford
Huffman, Don Wittekind, Michael Price, Jeff Goertzen, Ron Reason,
George Rorick, Angie Smith, Kris Goodfellow and Nigel Holmes. Your
expertise lends credibility to my work, and your willingness to share your
ideas strengthens our craft.
ONE
Mastering the Art
of Visual Storytelling
As a visual journalist who also really enjoys writing, I have often said that
information graphics reporting provides the best of both worlds. At once a
“word” person and a “design” junkie, I have always been fascinated by the
notion that the combination of words and visuals within a story package have
an extreme impact on catching a reader’s attention, keeping it and even ensur-
ing that he or she retains the information much longer than when a story is pro-
vided in the form of words alone. Information graphics generally stimulate
more brainpower because they appeal to both the literal and visual regions of
the brain. Information graphics can tell stories with a degree of detail that is
often otherwise impossible. Information graphics provide consumers with an
incredibly rich “reading” experience. And, information graphics provide jour-
nalists with a powerful tool for telling a variety of different kinds of stories.
Although it is still a fairly specialized field, the development of Web tech-
nologies, new and better graphics software and a greater variety of media
options has caused information graphics reporting to gain prominence in a
variety of news organizations. Although newspapers and magazines have been
making good use of information graphics for about 20 years, interactive, ani-
mated and 3D graphics are presented with more and more frequency on infor-
mation or news Web sites and television news broadcasts. Regardless of the
media format, information graphics serve an extremely important role in visual
storytelling – a concept that has a profound impact on journalism in our
increasingly visual culture.
3
4 A Practical Guide to Graphics Reporting
GRAPHICS HISTORY
1637: René Descartes
outlines the “Cartesian
Grid,” a system of plotting
points on a graph made
of intersecting lines,
called “coordinates.”
Descartes’ contributions
to geometry are the basis
for contemporary charts
and graphs.
1786: William Playfair
(Scotland) publishes The
Commercial Political
Atlas, a collection of 44
statistical charts. One
used bars to illustrate
imports and exports.
information graphics explosion that began to take place in the 1801 to 1805: Playfair
1980s, USA Today was founded in September of 1982. Its editorial publishes books that use
circles to represent
mission was simple: cater to the time-starved reader with tightly
amounts.
edited story packages in an entertaining and easy-to-read format.
1861: Charles Joseph
This meant shorter stories, innovative use of color and a multitude
Minard (France) plots the
of maps, charts, polls and other color graphics in the place of the progression and recession
more traditional, long-form, text-driven stories common in most of Napoleon’s army
newspapers. At USA Today, editors viewed information graphics as through its invasion of
Russia in 1812. Minard
equally, if not more, effective than word-driven story structures in plots six variables,
conveying news and information in simple, easy-to-understand including size, location,
contexts for readers. According to Lori Demo, a former USA Today direction, time and
editor, “If the story starts to get too bogged down by explanation, it’s temperatures.
6 A Practical Guide to Graphics Reporting
NEWSPAPER GRAPHICS time for a graphic.” USA Today has continued to evolve this philos-
ophy for more than 20 years, and many newspapers across the
1875: The Times, in
London, publishes first country have adopted similar formats.
weather map. Now, most newspapers across the country and around the
1876: New York Daily world employ a number of information graphics reporters and edi-
Herald publishes first U.S. tors, and many devote a considerable amount of space to informa-
weather map. tion graphics, either as portions of larger story packages or as free-
Early to mid-1900s: During standing visual story displays.
World War I and II, U.S.
newspapers used maps to
inform readers of the lat-
est developments. Our Visual Culture
More than ever before, publications editors must be visually
1930s: Large U.S. newspa-
pers, such as the New sophisticated to keep up with the visual demands of consumers.
York Times and Chicago Ours is an increasingly visual culture in which consumers are daily
Tribune use maps and faced with a barrage of options from which to obtain news and
charts more regularly. information. During the mid- to late1800s, technological develop-
1960s and1970s: Most U.S. ment was rampant, and three advancements in particular prompted
newspapers add charts what photographer Lloyd Eby calls, “a profound change in human cul-
and graphs to coverage of
a variety of topics on a ture…taking us from a literary culture, based primarily on words and
regular basis. printing, to an increasingly image-based, or visual culture” (1999).
1980s: Advances in technol- The first of these was the invention of photography in 1839. The
ogy and software, as well as ability to capture real-life still images was foundational for the
the creation of USA Today, development of visual storytelling in all forms of media. And,
a newspaper committed to
although then-publisher of the Chicago Daily News Melville Stone
graphics reporting, con-
tribute to the information called it a “temporary fad,” the New York Daily Graphic’s first use of
graphics explosion occur- a photograph in 1880 set the stage for the positioning of photojour-
ring at most American nalism as an essential component to newspaper journalism. The
newspapers.
second development that contributed to a shift in culture was
2001: The New York Thomas Edison’s invention of the “kinetoscope” in the early 1890s.
Times receives national
This first motion picture camera is the foundation for the film
attention for its use of
maps and diagrams dur- industry that is such an integral part of our culture today. The third
ing coverage of the Sept. innovation was the invention of television. And, although the tele-
11 attacks on the World vision wasn’t actually invented until the early 1900s, work began in
Trade Center. Maps of
the late 1890s, and many consider it the single most culturally defin-
blocked-off neighbor-
hoods and damaged utili- ing invention of the Twentieth Century.
ties, among others, were As all of these media have evolved, and with more recent innova-
provided for readers just tions like the World Wide Web, consumers are provided with a greater
one day after the attacks.
number of sources for information. And, in a time-starved society
MASTERING THE ART OF VISUAL STORYTELLING 7
filled with individuals looking for ways to make their lives more effi- GRAPHICS RESEARCH
cient, the process of “reading” has changed as well. After all, cable
Eye-Trac Research
television provides us with hundreds of channels, several of which
Conducted by Dr. Mario
offer all news, all the time or special interest topics like history, art or Garcia and Pegie Stark
science. Why spend hours reading when you can get a quick fix in Adam on behalf of the
full moving color on CNN or the Discovery Channel? The Internet Poynter Institute for
Media Studies in 1991,
provides us with more control over how we navigate news and infor- Eye-Trac research exam-
mation. Why spend too much time trying to find what you’re look- ined how readers navigate
ing for in print, when you can just “Google” it on the net? We have a newspaper and what
more access to information than ever before, and the consumption elements are most salient.
Eye-Trac findings reflected
of visual messages is often faster and easier than reading. some interesting implica-
Right about now, the avid writers in the audience are probably tions for information
thinking, “Oh, great, you’re telling me my skill is worthless!” But graphics use in newspa-
hold on. Relax. It’s not that dramatic. Good writing is good writing, pers. Perhaps most signif-
icant was that readers
and by and large, people are still interested in that. After all, con- tended to engage with
trary to what some of the more panicked folks have said about cer- more photos and artwork
tain inventions, radio did not replace books; television did not than text and headlines,
indicating that visual ele-
replace radio; and so far, the Internet has not replaced newspapers,
ments act as main points
magazines and other prominent forms of print media. of entry onto a page.
However, these innovations have and must change our
Dual Coding Theory
approaches to the development and presentation of print media. Developed by cognitive
For several years, newspapers in particular, have been looking for psychologist Allan Paivio
ways to increase visual appeal through both page design and graph- in the 1970s, DCT pro-
ics reporting. And, as mentioned before, information graphics, poses that memory con-
sists of two separate but
whether for print, broadcast or the Web, provide a method for sim- interrelated codes for pro-
plifying complicated or numerically dense information, not only cessing information – one
making it easier to understand but more palatable for the time- verbal and one visual. By
integrating illustrations
starved consumer as well. Thus, information graphics should be
with text or elaborating
viewed as a way to better explain, enhance and complement written on illustrations with expla-
stories in news coverage, as well as a viable form of storytelling inde- nations, the brain will
pendent of text-driven stories. encode information in
both verbal and nonverbal
forms, and memory is
VISUAL CUES FOR ten, the same types of exercises should be used to determine a
GRAPHICS REPORTERS story’s graphics potential.
Graphics don’t always have to come directly from the story. Often,
they can serve as visual sidebars that not only enhance the story, but
build on it as well.
intend to read the story often engage with the graphics first because
they tend to be more eye-catching. In both cases, you simply can’t cre-
ate a graphic that isn’t complete without the story. Readers should fin-
ish an information graphic feeling confident that they understand the
information it presents. This isn’t to say that you must tell the entire
story with the graphic. However, the portions of the story that are rep-
resented in the graphic must be complete and clear.
Can you offer some tips for spotting graphics potential in a story?
Think of the graphic as a visual sidebar.
Think of a graphic as the place for context.
Then find the hints in the copy: numbers, totals, comparisons
and trends.
Who do you think are among the best newspaper and magazine
graphics staffs? In other words, who’s doing it well; who’s leading
the way?
Anybody who thinks of an idea, who gets that idea into the
paper, who gets one more reader to understand one more story:
These are my heroes, whether they’re at a major metro or at a
community daily.
to pay his salary and support the program will come from.
However, he’s a bit more optimistic about the community’s
commitment to keep the programs going.
He says that because Bush’s plan stresses increased gradua-
tion rates, schools will need alternative schools even more.
“Realistically, I don’t worry about there not being a need for
alternative schools,” he said. “It’s not the trend. Society knows
that it has to find a way to keep these kids in school, and it will.”
Still, Himes admits that these programs could fail, even in
the face of high demand. “These programs could fall apart due
to the financial dynamics. But I have to believe that because
there’s such a huge need, society will find a way to make it work.”
MASTERING THE ART OF VISUAL STORYTELLING 21
GRAPHICS POTENTIAL
What are the three most important points of this story? Why should the reader care?
a.
b.
c.
Does the story refer to comparisons, breakdowns, trends, how to, how much, numbers, a time series or other concepts
that can be illustrated? If so, outline the key points of those references.
a.
b.
c.
d.
e.
GRAPHICS STRATEGY
Check the types of graphics that apply to your story, and give a short, one-sentence description of how:
Pie chart: ______________________________________________________________________________
Table: ________________________________________________________________________________
Timeline: ______________________________________________________________________________
Diagram: ______________________________________________________________________________
Map: _________________________________________________________________________________
This Page Intentionally Left Blank
CHAPTER
TWO
Multimedia Storytelling: How
Different Media Use Graphics
Print publications such as newspapers and magazines have, in many ways,
pioneered the field of information graphics reporting. And, as technology and
software continue to improve, so do the methods graphics reporters use to cre-
ate visual story packages. In recent years, information graphics have begun to
evolve beyond the traditional print format, as newspapers, television stations
and other news organizations have begun to make better use of the multimedia
storytelling capabilities of the Web. Additionally, with improvements in 3D and
animation graphics software, such as Newtek Lightwave and Macromedia Flash,
information graphics for broadcast, Web and even print have become more
visually rich and realistic.
Regardless of the format, many of the basic rules for creating effective infor-
mation graphics remain unchanged. Subsequent chapters will address these
principles and combine them with more detailed descriptions of the various
types of information graphics used in news reporting. However, before we go
there, it’s important to address some of the driving philosophies behind how dif-
ferent media use information graphics in news coverage. Obviously, some fun-
damental differences do exist. After all, an information graphic in a newspaper
isn’t likely to start dancing and spinning around the page, but this is a distinct
possibility for broadcast or Web graphics.
The ways in which the audience consumes and navigates an information
graphic is different depending on what form the delivery mechanism takes (i.e.,
newspapers, Web sites, TV broadcasts). And, in an industry saturated with talk of
23
24 A Practical Guide to Graphics Reporting
GRAPHICS SOFTWARE tion, which is usually the illustration or visual data metaphor. Thus,
the placement of elements in relation to one another is extremely
Newtek Lightwave
and Strata influential in terms of what order and path the reader will take in
Best known for their use reading the graphic and textual elements. (Chapter Five, “Designing
in the creation of 3D Information Graphics,” will address the specifics of this concept for
video game graphics, all types of graphics in greater detail.)
Lightwave and Strata are
tools for illustrating and Likewise, print graphics reporters must also consider how their
modeling 3D imagery. graphics will be presented in conjunction with the other story ele-
Print graphics reporters ments on a page. Although more and more, some newspapers and
began experimenting with
magazines are allowing information graphics to serve as independent
3D software in the late
1990s as a method for story forms, more often than not, print graphics appear together with
creating richer, more real- other story elements, such as written stories, photographs, head-
istic looking newspaper lines and other kinds of display type. Therefore, a graphics reporter
and magazine graphics.
must understand that a reader’s navigation of a print graphic will
Lightwave and Strata also
include animation func- also be affected by the context in which it is presented. Graphics
tions that allow a graphics could be secondary visual elements in a news package or dominant
reporter to put 3D illus- visual elements, and depending on how much visual weight a
tration models into full
graphic holds on a page, it may be one of the first elements a reader
motion for the Web and
broadcast. The produc- is attracted to. Thus, all graphics must be written and designed to
tion process is lengthened stand alone, regardless of whether they will appear alone or within
quite a bit when 3D soft- a story package. Readers should come away from a graphic with a
ware is used because the
rendering process (com- clearer understanding of what the story is about. They should not
manding the program to come away from a graphic feeling more confused or asking more
convert an illustration questions than they did before they started. Finally, space is defi-
from its original vector- nitely a hot commodity in newspapers and other types of print pub-
based model to the final
3D image) can be quite lications. Thus, print graphics reporters must always be aware of
time-consuming. the amount of space available for their graphics. There is a fine line
between trying to cram too much information into too small a space
and not providing the reader with enough valuable information in
too large a space. Balancing these concepts in graphics reporting
isn’t always easy. But, a space-efficient graphic is one that presents
the most amount of information in the most organized manner in
the least amount of space.
Just days after the 9/11 attacks, this New York Times’ graphic
diagrammed the World Trade Center towers and explained how the
buildings collapsed, even though they were built to withstand such an
attack. These diagrams provided context for the devastating results
of the attacks.
rytelling capabilities, but also in many cases, serve as the best way
to tell a dramatic story with such far-reaching implications for a
nation and a culture.
GRAPHICS TIPS newspaper Web sites to enrich the dissemination of information via
the Internet, information graphics continue to evolve. Now, when
Think Inverted Pyramid:
Every graphic should fol- the illustration of movement, action and progression is essential to
low a logical pattern; it the audience’s ability to form a clear understanding of a particular
should have a beginning, story, graphics reporters have the opportunity to develop visuals
middle and end. When
that do, in fact, represent true visual motion.
developing a graphic, con-
sider the organization and Thus, animated graphics often represent a truer depiction of
flow to determine how a how something really has happened or is expected to happen.
reader will visually navi- Animation permits us to actually show a rise or a fall. It provides us
gate the information.
with an opportunity to both isolate steps in a process and illustrate
Find strong visual and textual a progression in real time. Finally, animated graphics have
reference material: The
enhanced a journalist’s ability to convey action in a story, which is
most effective graphics
reporters keep source files often more engaging, more dramatic and more direct than a static
just like any other print graphic.
reporter. Keep a list of However, like any technology, animated graphics are not perfect.
people (doctors, mechan-
ics, scientists, professors, In fact, as is the case with any illustration technique, design effect or
etc.) who are willing to visually graphic treatment of information, early use of animation soft-
help you when you have a ware in graphics reporting has at times been overused. It is extreme-
question about a graphic ly important for all graphic journalists to understand that the techno-
you are working on. Keep
handy a core set of refer- logical ability to implement a visual effect should not be equated with
ence books (maps, ency- free license to use it. In fact, an effective graphics reporter knows
clopedias, etc.). Develop a when to show restraint where animation is concerned. The decision
list of trustworthy Web to animate must be preceded by a carefully scripted plan for the pac-
sites on common topics.
Conduct your own inter- ing of the graphic through the creation of a storyboard that represents
views, visit the scene, a fluid and concise play-by-play of the action. Storyboarding is com-
make sketches and take mon in other forms of live motion storytelling, such as film and tele-
your own photos and
vision, and a well-directed storyboard can help lead to a clear and
measurements when the
story allows for it. tightly edited information graphic.
Animation also introduces a more complicated technological
Understand the info.: Make
sure you understand the challenge. Illustration software programs, such as Macromedia
information before you try FreeHand and Adobe Illustrator, while extremely rich and complex,
to explain it. One com- have relatively shallow learning curves compared to animation pro-
mon cause for inaccuracy
grams such as Macromedia Flash. Of course, the more illustratively
in a graphic is a reporter
who doesn’t get it. complicated the print graphic, the more time it will take to develop.
However, animated graphics not only require the same amount of
Compare apples to apples: Your
job is to simplify complicated time and attention during the illustration process, but they demand
information, not bog it a great degree of technical savvy when the time comes to make
down in more complexity. them actually move. Animation programs in general are a bit deeper
M U LT I M E D I A S T O R Y T E L L I N G : H O W D I F F E R E N T M E D I A U S E G R A P H I C S 33
and more complex than other types of illustration software. Thus, GRAPHICS TIPS
creating an effective animated graphic generally takes more time
Understand the context:
and more software knowledge than creating print graphics. Find out what purpose
Additionally, animation for online graphics is generally accom- the visual device serves in
panied by a degree of interactivity uncommon in any other form of the audience’s under-
standing of the informa-
graphic storytelling. The nature of the Internet is such that the read-
tion. When planning and
ing experience can and should be non-linear. In other words, while creating the graphic,
print media – such as newspapers and magazines – generally pro- make sure the context is
mote a linear engagement in which the audience reads a story or plain and easy for your
audience to grasp.
visual package in a predetermined order (beginning, middle, end),
the online format allows the audience the opportunity to choose the Articulate the purpose:
Some graphics serve as
order in which they will engage with information. Online readers
representations of real
have a greater amount of control over the pace and order in which objects, such as building
they receive information. And, because of the non-linear nature of diagrams or land maps.
online storytelling, a graphics reporter cannot assume that the audi- Others illustrate more
conceptual ideas, such as
ence will engage with certain portions of a graphic in any certain inflation, stock prices or
order. Of course, a graphic that provides a step-by-step progression company mergers.
of information will often require a linear presentation. However, Decide what you want
interactive graphics that the audience gets to pick and choose, click your audience to learn
from your graphic, and
and navigate in a random fashion must be planned and written to express its purpose in five
stand alone. In other words, the graphics reporter must assume that words or less.
all portions of text are read independent of one another, changing Avoid art for art’s sake: In
the rules for how to make references to individuals or parts of an other words, make sure
event. For example, if a person is referred to in one chunk of text that you hang as much
and then again on a separate page of the graphic presentation, he or information (whether that
be in the form of text or
she must be referenced by first and last name on both occasions audio) from the main illus-
because you cannot guarantee the order in which the text will be tration. The visuals should
encountered. Thus, the most effective online graphics are those work in concert with any
explanatory elements.
presented in a manner that promotes a high degree of interactivity
while at the same time observing a clear and logical organization Movement can be great, but
use it wisely: Make things
with attention to the variety of ways different online readers may
grow or shrink in propor-
choose to engage with the content. tion to the actual time
For example, if a graphic’s focus is to show how to do something that correlates with it.
in a step-by-step fashion, the audience members should be permit- Avoid animation that
lacks an explanatory pur-
ted to click through each step at their own pace. If a graphic is meant
pose. Make sure anima-
to show various aspects of a particular situation or event, and order tions are clear, logical and
is not a key factor, the audience should be able to decide which easy to follow.
aspect they will engage with first, second, third, etc. If the informa-
34 A Practical Guide to Graphics Reporting
This MSNBC.com
narrative graphic pro-
vides a simple explana-
tion of Enron’s dramatic
rise and fall. Diagrams,
detailed illustrations and
rich audio commentary
offer a thorough
description of Enron’s
demise, from failed busi-
ness plans to who and
what was to blame.
Sun-Sentinel
graphic
copyrighted This Sun-Sentinel
South Florida
Sun-Sentinel. All graphic simulates the
rights reserved.
Used with
actual voting process
permission. for readers about to
use new, touch-screen
voting machines. The
cursor becomes a hand,
and the reader can
complete a full ballot
online to practice using
the new machines.
This MSNBC.com
explorative graphic
explains the conflict
between India and
Pakistan and creates a
highly immersive
experience. This
graphic is designed in
three layers, and the
audience can choose
the order and pace to
engage the content.
M U LT I M E D I A S T O R Y T E L L I N G : H O W D I F F E R E N T M E D I A U S E G R A P H I C S 35
This MSNBC.com
instructive graphic
explains how tornados are
formed by letting the
audience sequentially
click through the infor-
mation, one step at a
time. By clicking the
“next” or “back” buttons,
the audience controls the
pacing of the navigation.
Information Graphics
& Convergence
Convergence, one of the most prominent buzzwords in mass
media in the early Twenty-first Century, refers to partnerships
between and among various types of media organizations, such as
newspapers, Web sites and broadcast news stations. Some media
partnerships are a result of a common owner, such as the Media
General conglomerate in Tampa, Florida, which consists of The
Tampa Tribune, NBC Channel 8 news (WFLA) and tbo.com. All
three organizations reside in the same building and share content
and staff for news coverage. Other partnerships exist between sep-
arately owned organizations, such as the one between the Miami
Herald owned by Knight-Ridder Inc. and CBS Channel 4 news
(WFOR), owned by Viacom, who agree to share some content and
generally promote each other’s products within their own news cov-
erage. Regardless of the organizational agreement, however, con-
vergence presents a great opportunity for the development of infor-
mation graphics for a single story across platforms.
This chapter has already outlined the strengths and weaknesses
of graphical presentation in each of these types of media formats,
and consequently, each of the platforms – print, online and televi-
sion – the potential to serve different types of stories and different
types of graphics at varying levels of effectiveness. A newspaper
graphic, for example, may be better suited for showing graphics that
are a bit heavier in text or graphics that provide greater visual context
for an accompanying story. Web and television graphics may be
more effective in showing the sequence of an event or the action
attached to a graphic due to the potential for live animation. And
although a television graphic generally provides the audience with a
more passive experience, a Web graphic engages the user in a more
interactive manner.
Thus, at the heart of convergence in graphics reporting is a
question that graphics reporters have been answering on a much
M U LT I M E D I A S T O R Y T E L L I N G : H O W D I F F E R E N T M E D I A U S E G R A P H I C S 39
Fully animated; least Illustrations are Broadcast news spots are Can combine video and
interactive. The accompanied by audio short. You may only audio with graphic
BROADCAST
and listens as the graphic to get to the point. The video, a broadcast
information unfolds. development of 3D and graphic can show an
animation can be time event or process in real
consuming, making it time.
difficult to create
detailed broadcast
graphics on deadline.
Static, one-dimen- Text serves as the Everything for the graphic Graphics can be created
GRAPHICS
sional structure; read- primary explanatory has to fit into one scene. relatively quickly on
PRINT
Greatest animation and Text and audio can be May also be more time Can show action in real
GRAPHICS
interactive potential. combined to serve consuming on deadline. time; has the potential
ONLINE
DON WITTEKIND
Graphics Director,
In the Eyes of an Expert
South Florida How have multimedia graphics evolved at the Sun-Sentinel?
Sun-Sentinel Back in 1996, the Sun-Sentinel was undergoing an overhaul from
a traditional service-based art department to a modern journal-
istic news graphics department. The graphics director who over-
saw this transition, Leavett Biles, believed that a modern graph-
ics department should produce for print, online and broadcast,
and he began hiring with this in mind. I came on board in 1996
Don Wittekind leads a with the stated mission to develop online graphics.
team of 10 multimedia
journalists who produce Our early work, all produced in Macromedia Director, tended to
news and entertainment
be fairly encyclopedic, and generally made minimal use of
packages for print, online
and broadcast distribu- audio and photography. And video (on the Web) was impossi-
tion. A veteran journalist, ble at this time (due to slower dial-up modem speeds). So what
he has also worked for the we produced were basically animated versions of newspaper
Atlanta Journal-Consti-
print graphics. Like their newspaper counterparts, they tended
tution and Melbourne’s
Florida Today in positions to tell only part of the story, and were often meant to accompany
ranging from design to a larger package.
editing to computer sup-
port. He is a 1989 gradu-
ate of the University of Today, thanks to advances in software (Macromedia Flash) and
Central Florida. increased bandwidth, we now incorporate every form of media
into our projects. This has allowed the multimedia component,
which was once an accessory, to become the entire project. If you
look at examples such as “Aids in the Caribbean,” “Haiti: The
Eroding Nation” and “Marine Parks: Below the Surface” (www.sun-
sentinel.com/broadband/theedge), you’ll see that the entire story
is presented in a multimedia manner. And we don’t ignore the text,
either. It’s right there with the audio, video and animations.
With multimedia, you get the best of all worlds. You can offer
the depth of coverage from a print product, and also make use
of the storytelling and explanatory power of animation, video
and interactivity. Now a graphic artist can dump the arrows and
blurs used in print to simulate motion and instead animate
what happened. That’s a powerful tool that can greatly increase
the reader’s understanding. Add to that the ability to seamlessly
integrate photos, video and audio into the narrative, and you
have something unique.
story, rather than show and tell, is in my opinion the most pow-
erful aspect of online storytelling.
With broadcast you also have to worry about time, but in this case
we’re talking about the length of your presentation. You still have
video and audio to work with, but you have to get your entire
point across in 20 to 30 seconds. That’s a whole new challenge.
5 TIPS:
1. You are first and foremost a journalist. Never forget that.
2. Get your reporting done first. Too many people rush into
multimedia before they really know what the story is. Let the
content drive you in the right direction.
3. If multimedia doesn’t help you tell the story, don’t use it.
Remember, not every subject needs a multimedia treatment.
4. Don’t trust your first idea. Whether you are working in print, online
or broadcast, the obvious solution is seldom the best. Brainstorm!
5. Integrate your media. The most powerful multimedia seam-
lessly uses different elements to form a narrative. Don’t segregate.
References
Nichani, Maish and Venkat Rajamanickam. “Interactive Visual Explainers – A
Simple Classification.” elearningpost (Sept. 2003). 14 Oct. 2004
<http://www.elearningpost.com/features/archives/002069.asp>.
CHAPTER
THREE
Research & Writing
for Graphics Reporting
Regardless of the outlet or format, good journalistic writing is rarely a spon-
taneous exercise. In fact, in our business, research is often at the center of the
wheel around which a story revolves. Whether your specialty as a journalist is
pictures, text, design or graphics, strong research and writing skills are always
important. Just as a good photographer writes compelling captions for her
images or a successful writer engages in a good deal of in-depth research and
reporting before diving into the story, so too must the dedicated graphics
reporter. If we think of a graphic as a potential story form, then we must also
respect research as an essential part of the process by which a graphic comes to
be. Research provides a reporter with the education he needs to convey informa-
tion with confidence and authority. And evidence of research in a graphic pro-
vides the reader with the proof she needs to assess the validity of a presentation.
Research injects your work with credibility and your byline with respect.
49
50 A Practical Guide to Graphics Reporting
ONSITE REPORTING ics reporter’s ability to spot good visual reference materials and
replicate them for his own graphics. In this regard, graphics
More and more, graph-
ics reporters are reporters may consult a variety of sources and conduct research for
required to leave the both the textual and illustrative pieces of their visual stories.
newsroom and gather Kathleen A. Hansen and Nora Paul (2004) cite four contributors
information from the
for information commonly used by communicators: informal
field. In fact, it is often
more effective for a sources, institutional sources, scholarly sources and journalistic
graphics reporter to sources.1 All four can be extremely valuable to a graphics reporter,
visit the site of a news and understanding how each can contribute to the development of
event and conduct face-
a graphic is important. Additionally, a skilled graphics reporter
to-face interviews with
expert sources just like should be ready to consult books, legal documents, annual reports,
other reporters. Web sites, newspapers, magazines, experts in the field and even tel-
However, because a evision when gathering information for a graphic. With all of these
graphics reporter is
often gathering source potential sources in your arsenal, most graphics should come
material for both the together pretty efficiently.
textual and visual ele- Unfortunately, one of the biggest mistakes an inexperienced
ments of a graphic, graphics reporter makes is failing to exhaust all of the source options
there are a number of
tools he should bring before throwing in the towel on a project. Thus, it is extremely
along. important that you understand the nature and potential of each pos-
Sketchpad, notebook and sible source of information and how to use them in the context of
pencils: Always be pre- various types of graphics.
pared to take notes and Making good use of informal sources is dependent upon a
sketch the scene. reporter’s ability to monitor and observe her surroundings. In other
Digital camera: Take pic- words, pay attention to what’s going on around you. Hansen and
tures from different Paul write, “Informal sources include observations about audiences,
angles and varying dis-
tances from the area(s) messages, and the environment in which the communicator oper-
of visual interest. ates, as well as networks of supervisors, colleagues, clients, neigh-
Digital images can be bors, and friends the communicator deals with every day.” Informal
read quickly once you
sources can provide a journalist with a great source for story ideas, as
get back to the office,
as well as provide a well as methods for interpreting those stories. In particular, informal
more realistic visual ref- sources can be extremely valuable to a graphics reporter when she is
erence for your scene. on assignment collecting information for a graphic related to a place
Tape measure: In order to or news event. Often, in both breaking news situations and advance
later provide a realistic project-oriented stories, a graphics reporter will be required to get
perspective of a scene,
you may need to know 1 In their 2004 textbook, Behind the Message: Information Strategies for Communicators,
the exact dimensions of
Hansen and Paul provide a thorough analysis of the various types of sources commonly used by
the news site. communicators. The sources they cite have been adopted for this discussion, and definitions
have been modified to better illustrate their usefulness to graphics reporters.
RESEARCH & WRITING FOR GRAPHICS REPORTING 51
When a tragic fire tion that is relevant to graphics. Annual reports, earnings reports,
broke out at a local historical records or organization officials are just a few of the
bar, the Boston Globe resources graphics reporters should consult when dealing with
graphics reporters relied institutional sources.
on video footage shot by Scholarly sources, such as academic institutions or medical and
someone in the bar at the
scientific research centers exist to expand the body of knowledge
time of the fire, as well as
about related topics, and the results of their research are often use-
a member of a band who
had played there once ful to journalists. In particular, scholarly institutions often develop
before to determine the their own information graphics, such as charts, graphs and even
floor plan of the building diagrams as a method of reporting findings. Journalists should be
and create this graphic on aware of the many electronic indexes, databases and search engines
deadline. through which many scholarly reports, abstracts and journals are
Graphic by Peter Demarco, Ed Wiederer, archived, such as Academic Search Premier or Lexis-Nexis.
James Bennett and Joan McLaughlin.
Copyrighted Boston Globe. All rights
Often, journalists rely on what has already been reported about
reserved. Used with permission. a specific topic when developing a foundation for new stories or
RESEARCH & WRITING FOR GRAPHICS REPORTING 53
work, some sources, primarily those that are subject to peer review
or heavy fact checking, are generally more reputable than others.
Graphics reporters often rely on special topic encyclopedias,
atlases or medical documents for visual and textual reference mate-
rials for their work. For example, aeronautics or automotive encyclo- DOMAIN DEFINITIONS
pedias contain illustrations and diagrams of every type of airplane or .org sites are most often
car ever made. Likewise, atlases and almanacs often include valu- used by non-profit organi-
zations or industry stan-
able sources for maps and charts common to communications
dard groups. Again, it is
graphics. However, when conducting research using printed publi- no more difficult to obtain
cations, consider a few safeguards: (1) Do a background check on the a .org than a .com. So,
author(s) to make sure they are reputable sources on the relative there are no guarantees
that a .org site is more
topic; (2) when consulting annual reports and other publications reputable. Additionally,
submitted by a specific company or organization, scrutinize the because .org sites are
data, double check it against other sources and work to determine more often used by special
whether there is any bias present; (3) make sure the date of publica- interest organizations, you
must be wary of biased or
tion is as recent as possible or that an earlier publication date won’t self-serving information.
affect the accuracy of the information at hand. However, it is generally
safe to say that a .org site
ELECTRONIC SOURCES: When I am conducting research for a graphic is run by a group or
organization with some
or story, I sometimes wonder how I ever survived without the degree of knowledge
Internet! With search engines like Lycos, Google and Yahoo!, you can about the topic.
simply type in the word or topic you are interested in, and, voilå, .gov and .mil sites are sanc-
hundreds of potential sources at your fingertips! However, it’s tioned by the U.S. federal
important to remember to approach Web sources with care. After government. And even
though you shouldn’t nec-
all, just about anyone can purchase the rights to a URL and then
essarily take everything
publish just about anything he or she wants on that site. Thus, cer- contained within a .gov or
tain types of sites are often safer than others. Sites used by the U.S. .mil site as 100 percent
government (.gov), non-profit organizations (.org) and educational accurate, you can rest
assured that government
institutions (.edu), for example, are generally considered to be more
officials endorsed infor-
reputable than sites administered to commercial organizations or mation on a .gov site
individuals (.com). However, while the sponsoring organizations of before it was posted.
these sites may carry more clout than the average person, it’s still .int sites are generally related
important to remember that even government or education sites to international treaties or
may contain biased or self-serving statements. So, when conduct- containing international
databases. Information
ing research using the Web, make sure you determine the name of
obtained from a .int site is
the individual, organization or group responsible for the site’s pub- generally sanctioned by an
lication so you can check up on them and find out if they are rep- official political or govern-
utable; make sure the site includes a revision date so that you can mental agency.
56 A Practical Guide to Graphics Reporting
CALLOUTS: When
labels need additional
explanation or defini-
tion, beyond the
one-word descrip-
tion, they can be
accompanied by a
callout. A callout is
generally an additional
sentence or two that
provides more
specific information
about the visual por-
SOURCE LINE: A source line
EXPLAINER: Supplemental tion of the graphic it
should accompany all credible
chunks of text are often use- accompanies.
graphics packages. Let the
ful in graphics packages that
reader know where your infor-
require additional context.
mation comes from. After all,
it’s not likely that you, the
graphics reporter, are an BYLINE: A byline lets the reader know who is responsible for compil-
expert in everything! ing the information at hand, adding to the credibility of the graphic.
60 A Practical Guide to Graphics Reporting
Just because a stock price, for example, has risen consistently for the
past ten years doesn’t mean it will continue that trend. Just because
a plane crashed doesn’t mean everyone on board is dead. Avoid
making predictions beyond what you know to be true at any given
time. And even though it can be very easy to slip up and uninten-
tionally draw your own conclusions about a situation, you must take
care to only state the facts, report the news and let the audience
draw their own conclusions. Additionally, make sure you are always
using complete data. If numbers are missing or you don’t have
access to complete visual reference material for an illustration,
rethink your graphic. Leaving out key information will likely leave
the audience with more questions than they started with.
Developing an appropriate writing style for graphics can also
be tough to master. Of course, it’s always important that the writing
be lively, interesting and fluid. However, like other forms of journal-
istic writing, graphics style should generally be clear, use easy-to-
understand language and avoid jargon. Avoid vague or misleading
language, and write in layman’s terms. Furthermore, don’t over-
write. Allow the data metaphor, the chart or illustration, to repre-
sent key information, and avoid unnecessary words and sentences.
Be concise. Get to the point. There’s no need to repeat yourself. If
you said it clearly the first time around, you can avoid redundancy
and consequently, develop a more efficient graphic. So, summarize
important information, and work to evaluate the data in the context
of the news event it accompanies.
When possible, use sentence structures that employ present
tense and active voice. Admittedly, there are times when the tone of
a graphic will be awkward if present tense is used. However, most of
the time, present tense carries with it a quality of urgency and time-
liness. Even when constructing a time line, present tense is gener-
ally a more effective, vibrant writing style. Likewise, sentences that
make use of active verbs are generally more concise and interesting
to read. When possible, avoid passive verbs, also known as “verbs of
being,” such as is, am, are, was, were, has, have or had. Put the sub-
ject first in the sentence, and make sure the subject is actually doing
something. Finally, write in third person. There is rarely cause to
use personal pronouns in an information graphic. Even features
graphics should remain neutral in this regard.
RESEARCH & WRITING FOR GRAPHICS REPORTING 61
What types of sources do you find yourself consulting again and again?
U.S. Census Bureau; CIA Fact Book; The Times World Atlas (or
other comprehensive world atlas); The Thomas Guide (or other
reputable, local street atlas); National Oceanic and Atmospheric
and Administration/National Weather Service; the Bureau of
Labor Statistics inflation adjuster (www.bls.gov); a dependable
online percentage-change calculator (or homemade spread-
sheet equivalent); The Statistical Abstract; howthingswork.com;
my Rolodex; and librarians, librarians, librarians.
What’s the most extensive research you have ever done for an
information graphic?
When I was the graphics editor for The Philadelphia Inquirer,
my staff created a presentation that helped readers understand
the nature of a severe area drought. The full page presented a
visual storyboard that included charts, maps and diagrams. The
infographic calculated precipitation shortfalls versus norms,
reservoir levels and detailed the underground water table. It
also taught readers where their water supply actually came
from: a unique system of reservoirs (located hundreds of miles
away) that supplies the Pennsylvania side of the Delaware River,
and an underground aquifer system that supplies the New
Jersey side of the river. Each staff member was responsible for
one subject area of the infographic, and it took about four
months to produce, including research, writing, illustration,
design and editing.
Please offer five tips for graphics reporters to consider when con-
ducting research.
1. Communicate with all staff involved in the presentation,
66 A Practical Guide to Graphics Reporting
Please offer five tips for graphics reporters to consider when com-
posing the written components of an information graphic.
1. Apply the inverted pyramid when writing and organizing the
infographic.
2. When you start, write a headline for your infographic – not a
cutesy title or subject label but a subject/verb summary (prob-
ably five to 10 words) – of the visual story you are telling. That
will help you keep your presentation focused.
3. Avoid jargon. Use words that any reader can understand. If
technical terms must be used, make sure they are defined.
4. Have others read your work. Heed their suggestions and
advice. Often the best improvements are offered by those read-
ing an infographic for the first time, with no foreknowledge of its
subject matter.
5. Study infographics in The New York Times, Time and
Newsweek. Analyze how those publications write infographics.
They do so often on very complicated subjects, with so few
words; yet, they are complete. Strive for that kind of simplicity.
chatter, callouts and explainers for a print graphic. Then, think about
how the text would change if the graphic were an interactive diagram
presented on the Web. Finally, adapt the text into a script used to
explain an animated broadcast graphic.
To effectively complete this assignment, you may need to create
rough sketches of the print diagram, as well as simple storyboards for the
online and broadcast pieces. This will help plan how many chunks of text
or audio you’ll need to effectively explain this process. If you have access
to them, consult the appropriate stylebooks for your writing as well.
References
Hansen, Kathleen A. and Nora Paul. Behind the Message: Information
Strategies for Communicators. Boston: Allyn & Bacon. 21 Jul. 2003.
CHAPTER
FOUR
Ethics & Graphics Reporting
In recent years, surveys of public opinion place journalism at the bottom of
15 groups in terms of public credibility – even below politicians! Thus, maintain-
ing the highest journalistic and ethical standards for your publication’s informa-
tion graphics is not only important, but it’s essential to the credibility and reli-
ability of the product. The ethical and responsible journalist is one who con-
stantly challenges and reviews his personal ethical standards, as well as those of
the publication for which he works. According to Richard Keeble, author of
Ethics for Journalists, ethical inquiry “…encourages journalists to examine their
basic moral and political principles; their responsibilities and rights; their rela-
tionships to their employer and audience; their ultimate goals.” And in a media
age that boasts increased globalization, constant advances in technology and
more media outlets and journalistic roles (i.e., reporters, photographers, editors,
producers, graphics reporters, designers, etc.) than ever before, continued ethi-
cal inquiry on a number of levels must be every journalist’s top priority.
In general, graphics reporters face many of the same basic everyday ethical
challenges as photographers, editors and reporters who write. However, the
context in which some of these challenges present themselves is often a bit dif-
ferent. Add to this the fact that while much has been written about the ethical
responsibilities of journalists, few scholars, journalists and critics have
addressed the more specialized considerations related to graphics reporting and
design. Copyright laws are much sketchier where the graphic arts are con-
cerned, and due to the specific illustration techniques used by graphics
69
70 A Practical Guide to Graphics Reporting
Web sites. It will also often be necessary for you to sketch drawings
and illustrations based on these references in order to ensure that
your reproduction is accurate according to an official source.
However, the key to maintaining ethics in visual reporting is to
clearly give credit to those sources you do use.
Most source lines appear in the bottom left-hand corner of your
graphic, outside the boundaries set for the graphics package itself.
Most publications list all initial sources and omit sources that are
used solely to confirm or verify the accuracy of initial sources. In
any event, know your publication’s policy for citing sources, and do
not stray from it.
fact that people are generally drawn to and more likely to trust JEFF GOERTZEN
reporting that represents people who look like them. We want to see
Senior Artist,
ourselves and others we feel we can relate to in the pages of our St. Petersburg Times
newspapers, on our nightly news broadcasts and on the news and
information Web sites we frequent. Therefore, when developing
information graphics that include human figures, avoid always
using the same skin tones or gender. Second, because we will have
a tendency to consult real people or experts in a particular field for
our graphics, we must seek diversity in our information gathering as
Jeff Goertzen is a senior
well. Make sure that your list of commonly consulted sources
graphics journalist for the
includes some cultural and gender-oriented diversity, and review St. Petersburg Times and
your graphics for these staples of good reporting as well. an international graphics
consultant. He has
worked with more than
In the Eyes of an Expert 60 newspapers around
the world building graph-
What are some common ethical challenges graphics reporters ics departments and
encounter, and how should the responsible graphics reporter deal training journalists, edi-
with each? tors and graphics artists
how to incorporate
I appreciate that we are discussing this issue because through- graphics in their daily
out my career as a graphics journalist, I’ve encountered almost news coverage. His clients
every ethical dilemma that a reporter (who writes) encounters. include USA Today, El
Mundo in Spain, Le
Here are a few:
Monde in Paris and New
Straits Times in Malaysia.
For artists, (plagiarism) would be copying someone else’s art- He has been a visiting fac-
work or reworking a wire graphic and putting your name at the ulty member for the
Poynter Institute for
bottom of the graphic. Copying photographs or illustrating over
Media Studies since 1987
someone else’s photograph to make it look illustrated and tak- and serves on the Society
ing credit for it would also qualify as plagiarism, and it’s done for News Design Board of
quite often. The best advice I can give to artists on this matter is Directors where he
organizes graphics work-
to sketch, and don’t trace, unless it is your own photo. Use other shops around the world.
references as inspiration, but don’t copy someone else’s artwork; His work as a graphics
and be careful about ripping off ideas. The temptation is so journalist has won dozens
great at times, especially when you’re on deadline and you’re of awards both with the
Society for News Design
desperate for an idea or an image. and the Malofiej. Jeff has
a master’s degree in jour-
Always identify yourself as a journalist in the field. Let your nalism and fine arts from
sources know whom they are talking to. You are often seen as the the California State
University at Fresno.
bad guy when you’re snooping around crash sites, crime scenes
76 A Practical Guide to Graphics Reporting
What was the most challenging onsite reporting situation you have
encountered? How was it challenging, and how did you deal with it?
My interview with Tony Hawk was by far the most challenging.
He was doing his Boom-Boom Huckjam Tour throughout the
United States and was scheduled to reach the Tampa Bay area
toward the end of the tour. I was to fly out to San Diego to inter-
view him and research how they assemble and disassemble the
track and his world-famous “vert ramp.” I knew virtually nothing
about extreme skateboarding, and I had very little time to brush
up on the event before I had to meet up with Tony in San Diego.
I was told I would only have five, maybe 10 minutes with Tony.
When he sat down at the table, it was hard to keep my cool and
conduct a smooth interview. My mind almost went blank, and I
could barely keep from stuttering. There’s really nothing you
can do to prepare for celebrity interviews. Trying to keep cool
and focused in these sorts of situations is something you don’t
learn in school. It takes experience.
That was only half of the research. The other half was trying to get
a full understanding how the enormous track and vert ramp is
assembled and disassembled. Trying to be everywhere at once and
not miss anything is an incredible challenge. Also, knowing where
to go, who to talk to and where to find the sources while all the
mayhem of the track assembly is taking place is nearly impossible.
views. I took lots of photos and came back with more informa-
tion than I would possibly need.
The reporters in the newsroom (who write) are your role mod-
els. Follow all the same rules they follow. Work like they work;
think like they think; act like they act. Learn from them. They are
proactive on the phone and on the streets, constantly looking
for stories. You do the same.
References
Edelman, Murray and Don Dillman. “What Is a Scientific Sample Survey or
Poll?” Jan. 2002. The AAPOR Standards Committee. 2 Jan. 2005.
<www.aapor.org/default.asp?ID=27&page=news_and_issue/aapor_
newsletter_detail>.
Franklin Pierce Law Center. Ed. Thomas G. Field, Jr. Dec. 2002. Pierce Law,
Concord, NH. 2 Jan. 2005 <http://www.piercelaw.edu/tfield/copyVis.htm>.
Intellectual Property Law Server. Ed. George A. Wowk. Dec. 2004. Parlee
McLaws LLP. 2 Jan. 2005 < www.intelproplaw.com/copyright>.
This Page Intentionally Left Blank
CHAPTER
FIVE
Designing
Information Graphics
Actually composing an information graphic – putting all of the pieces
together in a rhythmic, orderly, interesting design – is equal in importance to
writing the text and creating the main illustrations. In fact, the design of the
graphic can have a direct impact on an audience’s ability to follow the informa-
tion that is presented in an efficient and logical manner. Design can also affect
the level of meaning and understanding an audience will take away from the
graphic. Thus, understanding how to compose/design an information graphic
is paramount to a graphics reporter’s ability to succeed.
Basic design principles have been studied and implemented since the days
of the ancient Roman and Greek architects, sculptors and artists. Visual experi-
mentation in the fine arts has led to principles that were later applied in the
design fields. While every graphics reporter should feel a degree of creative free-
dom when working, there are certain concepts that are tried and true for ensur-
ing your work is fundamentally sound.
83
84 A Practical Guide to Graphics Reporting
Symmetrical balance is a
more deliberate, formal
organization of
elements. By organizing
elements symmetrically,
the reporter can place
equal importance on
more than one aspect of
the graphic.
terms. Each needs the other in order for either to exist. Thus, pro-
portion refers to the size of one element in relation to the other ele-
ments in a graphic or the overall space devoted to the graphics
package. In other words, it refers to how large or small an element
is compared to its surroundings. Proportion can be achieved
through size, shape and tone, and it can help establish importance
through emphasis.
Proportion is important to information graphics because it
helps create a sense of hierarchy and order among the elements.
For example, if the headline or title for a graphic is too small, it could
get lost among the other elements. Likewise, if it is too large, it
could overpower more important visual elements. And, the head-
line should be proportionate to the total amount of space devoted
to a graphic. A 54-point headline would be way too large for a
graphic that occupies only two columns of a broadsheet newspaper
page. However, if the graphic is large enough to fill an entire broad-
sheet page, the 54-point headline would be just right in relation to
other elements on the page and the size of the page itself.
Proportion is also achieved by incorporating elements of vary-
ing sizes or shapes in a layout. This practice allows us to compare
them to one another and make visual judgments about their relative
sizes and shapes or proportion. Adhering to proportional size and
shape relationships will result in a more interesting overall visual
effect than if all elements are more or less the same size. Proportion
is also useful in contributing to a sense of depth. A large, dominant
item is immediately perceived as being closer, or in the foreground,
whereas the smaller element is perceived as being farther away, or
in the background. Thus, the main illustration in a graphics pack-
age should be considerably larger than any other element because
it is likely the most important.
Contrast can be created by using varying sizes and shapes of ele- The symmetry and
ments, implementing the use of color and through the use of a typo- unified type palette
graphic palette that incorporates a number of different fonts. establish a great deal of
Typographic contrast is very important to information graphics
harmony in this graphic.
Contrast is introduced
design. Through the use of varying fonts and type sizes, you can dis-
through differences in
tinguish among different levels of information, from headlines and
color and shape, as well as
labels, to chatter and explainers. This contributes to both the visual the typographic texture
appeal of a design and the ordering of items on a page. that exists in the bold and
Shape contrast breaks up the repetition in a graphic. By imple- light combinations.
menting the use of elements with different shapes, you can work to
Graphic by Josh Engleman.
minimize harmony and add contrast and variety to the printed page. Used with permission.
Several techniques are tent? These are all questions a graphics reporter should ask when
used in this display to trying to determine how to introduce harmony to a design.
create a sense of rhythm. You can work toward typographic harmony by choosing type-
The arrow is used to create faces that work well together for one reason or another. Likewise,
a sense of implied motion.
harmony can be introduced through the predominant use of verti-
Numbers are used to
cal or horizontal shapes within a graphic layout. For example, if the
represent a chronological
ordering of events, and the graphic is a vertical shape, the elements in the layout should repeat
general placement and the same format to achieve harmony of shape in the design.
sizing of elements in an
asymmetrical display helps RHYTHM: Just as rhythm in music can move you to dance, sway or
to rhythmically move the tap your foot, visual rhythm is the combination and arrangement of
eye through the elements that moves your eyes through a graphic presentation.
information. Visual rhythm can be achieved by repeating patterns that are simi-
lar in size, shape or color, by alternating elements that contrast one
Graphic by Shawn Barkdull.
Used with permission. another in some way or by placing elements in a manner that cre-
ates progression, such as small to large or light to dark.
D E S I G N I N G I N F O R M AT I O N G R A P H I C S 89
FOCUS: While there are several ways to create focus, each method
results in creating a difference of some kind among elements in a
graphic. Focal points are important for grabbing a reader’s atten-
tion and establishing importance and visual hierarchy.
One of the most important rules of thumb for any graphic
designer is that there must always be a dominant element, which is
usually the main illustration. This refers to the one object within the
design that is larger than the others. By introducing a dominant ele-
ment, a good designer creates a focal point, or an area to which the
eye is drawn most strongly. Once a dominant element is estab-
lished, the addition of secondary and tertiary focal points is neces-
sary. In information graphics, these are usually secondary illustra-
tions and explanatory text blocks. Remember that the dominant
element should be noticeably larger than the other elements within
a graphic. In fact, the dominant element can be up to three times as
large as any other element in a graphic presentation.
90 A Practical Guide to Graphics Reporting
Ab
In this graphic, you UNITY: In publications design, unity generally refers to the overall
can see the underlying cohesiveness of the design of the entire publication. At first, unity
grid the graphics reporter may sound a lot like harmony. However, while harmony refers to
used to help organize and how elements in a specific graphic or in a page design work together,
size the visual elements of unity refers to the cohesiveness of the entire product. Unity can best
the graphic. Note that
be achieved through the implementation of consistent typographic
each element, from text
and/or color palettes and a uniform grid system.
blocks to illustrations,
locks to the grid. After becoming familiar with a publication, a consumer should
be able to immediately recognize graphics from that publication
Graphic by Robin Anderson. simply based on the consistent presentation of type and color. Thus,
Used with permission.
most publications will have already established these palettes, and
you should always adhere to them when composing new graphics.
D E S I G N I N G I N F O R M AT I O N G R A P H I C S 91
tent. Thus, the overall size of your graphic will likely be between one
and six standard broadsheet or tabloid columns in width. Doubling
that grid – turning a six-column grid into a twelve-column grid – can
be extremely helpful for designing information graphics because
you will often be dealing with many small blocks of explanatory text
or smaller, secondary illustrations. Then, to make your grid even
more precise, add horizontal lines that create exact squares when
combined with your vertical grid lines. By doubling the grid and
adding a horizontal baseline, you establish for yourself a much
more detailed grid to work with and a nice guide for the placement
of all of those smaller elements.
COLOR CHECKLIST If you are developing graphics for the Web, you will likely have a
Strive for visual accuracy: pre-established amount of space to work with as well. If your editor
Your first and primary hasn’t already established a grid, it’s in your best interests to do so.
objective should be to
accurately reflect the visual And, while broadcast graphics don’t generally contain much text,
appearance of your sub- there may be a number of illustrative pieces for which you will need
ject matter by choosing to establish proportions and balance. In both cases, you may sim-
colors that are as close to
ply choose a logical number of vertical and horizontal columns –
reality as possible.
proportionate to the overall size of the media format – that allow
Establish a consistent choice
you to place textual and visual elements in a proportionate and bal-
of colors: Make sure you
have an adequate number anced arrangement.
of greens, blues, browns
and flesh tones in your
palette. Then round it out
with a few neutral, pastel
Color & Type Palettes
tints. Using established color and typographic palettes for your infor-
mation graphics is imperative when attempting to establish unity
Text is best in black: Avoid
color in chatter and for your publication and harmony for your individual graphics. Not
explainers. It causes type only will you create a sense of visual recognition that will become a
to be difficult to read in part of your publication’s visual identity, but you will also ensure
small sizes. that similar elements within a single graphics package are designed
Avoid creating false relation- in a similar fashion. This will eliminate confusion and disorder for
ships: By using the same your audience. Chances are, the publication you work for will have
color for elements within
your graphic, you will established these palettes a long time ago. However, should you
automatically create a ever find yourself participating in a redesign or the creation of a new
visual connection between product, there are several important considerations to be mindful of
them. Be careful that the
when developing new color and type palettes.
associations that are
caused by color combina-
tions aren’t unnatural. COLOR PALETTES: Developing a well-rounded color palette that covers
D E S I G N I N G I N F O R M AT I O N G R A P H I C S 93
all the necessary bases is important. If you don’t, members of the TYPE CHECKLIST
graphics staff may be inclined to arbitrarily mix new colors later
Choose a sans serif: Most
because the palette doesn’t contain one they need. Before you know it, graphics type palettes
there will be stray colors in a variety of shades floating around the pub- make use of a single sans
lication, defeating the original purpose for establishing a palette at all. serif font that comes in a
number of weights and
There are a few colors that are essential for every color palette.
widths. Sans serifs are
For example, graphics often depict images of nature or human considered to be most
beings. Thus, your graphics palette should contain several shades readable in small sizes
of green for trees and grass, browns and tans for earth and ground when combined with
complex illustrations.
and blues for water and sky. You should also include a wide range of
flesh tones to represent individuals with very light skin to very dark Develop an inventory of
styles: Make a list of all of
skin. This will ensure that you never lack a skin tone you may even-
the possible typographic
tually need, as well as account for racial and ethnic diversity among elements you may need to
the human figures illustrated in your graphics. A few shades of red, create an information
orange, yellow and violet from deeper tones to brighter tones are graphic – headlines, chat-
ter, labels, etc.
also necessary to represent the natural colors of the world in which
we live. Finally, complete the palette with a number of pastel tints Create prototypes for differ-
ent kinds of graphics: Test
in neutral shades like peach and tan to be used when background different weights and sizes
shades are necessary. Darker hues like red, green or blue generally in graphics prototypes to
make poor background shades because they are too dark and determine the most read-
intense to recede into the background of your graphic. Thus, they able and space-efficient
styles for different typo-
often overpower the content they are meant to highlight. graphic elements.
If you’re developing graphics for print, beware that one of the
Develop a hierarchy among
biggest mistakes you can make when developing a color palette is to elements: Use different sizes
rely on only your computer screen for determining the appearance and weights to distinguish
of certain mixes. Depending on the type of paper on which you are among different styles, such
printing and the presses on which your publication is produced, the as headlines, explainers and
labels. The difference
colors you mix on screen may look very different in print. Therefore, doesn’t necessarily have to
when you have chosen a set of colors for your palette, run a press be extreme, but is necessary
test to make sure the colors will print the way you intended. If they to provide adequate con-
trast among typographic
do not, you may need to adjust the color mixes until they are accu-
elements in a graphic.
rate. Then, don’t ever worry if they look strange on the screen. If you
Stick to it: Once you have
have tested them in print, that’s all you need to worry about. Finally,
established a type palette,
remember that when you are creating graphics for the Web and don’t stray from it. This
broadcast, you are working with the additive color palette, RGB (red, will only interfere with the
green, blue). Color that is printed, on the other hand, is subtractive, harmony of individual
graphics and the unity of
CMYK (cyan, magenta, yellow and black). When developing a color
the entire publication.
palette for print, you can mix various shades of these four colors to
94 A Practical Guide to Graphics Reporting
produce every color in the rainbow. When developing color for the
Web, you must choose from a limited number of pre-established
Web-safe colors.
vide more options for a more detailed type palette. In the end, you
may not use every weight or width available in a given font, but hav-
ing a number of options will be helpful when developing a rich,
comprehensive palette. Once the primary graphics font has been
chosen, you can begin testing the readability and efficiency of dif-
ferent weights and sizes.
Start by developing an inventory of all of the different typo-
graphic elements you will make use of in the various kinds of graph-
ics you’ll produce. For example, all graphics will likely contain
headlines, chatter, explanatory callouts, labels, source lines and
bylines. Maps will contain street, city and country labels, as well as
labels for political boundaries and bodies of water. Finally, large,
complex diagrams may also contain additional explainer boxes,
bold lead-in text or labeling devices. Once you have developed a
comprehensive type style inventory, you can start creating proto-
types that test various type styles in a variety of weights and sizes to
find the combination that works best for each element. Establish a
fair amount of contrast among the styles for different elements by
using different sizes and weights. This will ensure that there is some
hierarchy and visual rhythm built into your palette. As a rule, head-
lines for smaller graphics should generally be between 18 and 30
point. Add to that a size and style for a larger, more complex graph-
ics package, and you should have plenty of headline options.
Labeling devices are generally bolder and are between 10 and 14
point, depending on their intended use, and chatter and explanatory
callouts generally range between eight and 10 point, depending on
what is most readable in a specific weight and width. It’s a good idea
to test a number of style options in a number of different types of
graphics – maps, charts, diagrams, etc. – before settling on the styles
that will comprise the final type palette.
Finally, perhaps the most important thing to remember is that
once a type palette has been established, you must stick to it. I have
known designers and graphics reporters who will occasionally
squeeze or resize type to make it fit in tight situations, and believe
me, it’s not a good idea. The minute you start manipulating type
styles beyond how they were originally intended – even if you think
the modifications are “barely noticeable” to the audience – you put
the integrity of the design at risk. You disturb the unity of the pub-
96 A Practical Guide to Graphics Reporting
RON REASON lication’s overall visual appeal, and you defeat the purpose for estab-
lishing a consistent style in the first place.
Design Consultant
1: NASAL CAVITY Chemicals in the air enter the body here, where it is
moistened, warmed and filtered.
4: BRONCHI From the trachea, the air is split into two tubes, called
the bronchi.
5: LUNGS Located behind the rib cage, the bronchial tubes split into
tiny tubes transferring the air to sacs called alveoli.
(Inset) ALVEOLI The bronchial tubes split into tiny tubes, transferring
the air to sacs called alveoli. These sacs provide nourishment to the
bloodstream. When these sacs are filled with harmful substances, they
spread through the rest of the body, increasing the risk for disease.
SIX
Cartography for Journalists
Maps are, perhaps, the most common types of information graphics. In
addition to serving a variety of purposes in communications design, such as
forecasting the weather, locating the scene of a news event or plotting statistical
information geographically, maps are also used by the government, private and
public companies and community organizations. Road maps provide us with
directions for how to get to where we’re going. Land-use maps are used to out-
line a city’s zoning parameters. Topographic maps show the physical features
(i.e., water, mountains, valleys, etc.) of land. Statistical maps associate numeri-
cal data with specified areas of land. In fact, for every known location in the
world, any number of maps may exist that provide a variety of information from
a simple x-marks-the-spot location to a more detailed explanation of a specific
location’s various characteristics.
Thus, map-making, or cartography, mixes geography with many other fields,
including mathematics or meteorology, and a cartographer’s job often includes a
great deal of research and data analysis, as well as illustration. Likewise, a graph-
ics reporter who is faced with the task of creating a map-based graphic must be
aware of a number of concepts related to all of these areas to effectively do her
job. Newspapers, magazines, online publications and broadcast media frequently
use maps as a way to apply news and information to cartographic illustration.
Understanding what kinds of maps are possible for illustrating a given story
requires thorough knowledge of the geographic nature of map-making and
knowledge of the illustrative hierarchy prescribed by cartography.
101
102 A Practical Guide to Graphics Reporting
Functions of Maps
While a graphics reporter’s basic goals for map design are the
same – to accurately depict a landmass or location in the context of
CARTOGRAPHY FOR JOURNALISTS 103
3-ALARM FIRE
Wh
BSU
Kinds of Maps
eel
Central
ing
High
Walnut St.
School
Ave
reporters. The most common of these are surface (locator) University Ave. .
Blvd
McKinley Ave.
maps, geological maps and statistical maps. Each type serves River
ite
Main St.
h
e. 32
must understand the function as well as the illustrative char- Av Jackson St.
e
or
acteristics of each type. ite River ilg N 1 MILE
Wh K
Land use
Residential N
Residential/Transitional
Commercial/Mixed Use
Office/Mixed Use
Arts/Entertainment/Mixed
Hospital/Medical Research
R/D-Light Industrial
Retail-Office Core
Civic/Government
Land-use maps are where the event occurred. Locator maps provide recognition when
commonly used to a story occurs on a local or state level and a greater degree of con-
show how various patches text when a story occurs on a broader, international scale.
of land are zoned. Color- Regardless of whether they show city streets or focus on a single
coded segments show the country, they are usually relatively small, as it generally doesn’t take
types of activities that take
much space to pinpoint a specific location. Locator maps should be
place on each block or
clean and simple so that the audience can consume them at a
area.
glance, and they should include adequate visual detail. In other
words, label streets, highways, landmarks or cities that are either in
the immediate vicinity of the news focus or are major, widely recog-
nized areas to provide clear context for the primary location. If you
are working for a publication in the United States, it is generally
acceptable to isolate a single state without showing its bordering
states (if they aren’t intrinsic to the story) because you can assume
that most readers at least know in what part of the country most
states exist. However, when a locator map focuses specifically on a
CARTOGRAPHY FOR JOURNALISTS 105
country outside the United States, avoid isolating the country. You
can’t assume your readers know where various countries are in the
world without seeing their neighboring countries. Locator maps
may also include insets that show either a zoomed out or zoomed in
view of the area to either provide greater context or more detail.
Insets are discussed in greater detail in the next section.
Flood plain
clay
Hills
sand
Old terrace
water
Marsh
Gulf
Louisiana
Chenier
clay
Marsh is top
loses ground
unstable
and provides soil
little structural
support.
water
To present day, coastal waters along
the Louisiana coast have swallowed an water
area of land the size of Rhode Island. Every
day, a chunk of land the sixe
size of a football field sand
sinks farther below sea level because of the
construction of flooding embankments combined
with natural erosion.
water
Swamp and marshlands in southern Lousiana cause accelerated
land loss due to sinking. This graphic shows the geological difference
between the northern and southern parts of Louisiana.
106 A Practical Guide to Graphics Reporting
MANATE E OKEECHOBEE
CANDADIAN
CANADIAN PRECIPITATION DEPARTURES FROM NORMAL
500
100
80
Precipitation departures
60
40 Weather maps are the most
20 common types of isolene
0 maps. Like choropleth maps,
-20 isolenes shows similarities in
-40 bands or blocks of value in a
-80 color-coded fashion. This
-100 map simplifies the informa-
tion at hand by associating
precipitation levels with
degrees of color.
108 A Practical Guide to Graphics Reporting
MAP SYMBOLS
Scale:
500 miles
Compass Direction:
N
lapping the scale with text. Instead, find a way to drop the scale in
Legend/Key: a less detailed area of the map. Finally, although you may encounter
County Infections reference maps that measure distances in kilometers, if you are cre-
of Citrus Canker ating a map for a primarily American audience, you should convert
1995-1997 kilometers to miles because that is the standard measurement used
in the states. Metric conversion charts can be found online or in the
1998-2000 Associated Press Stylebook. Kilometers may be used for maps created
for audiences outside the states.
2001-2003
COMPASS DIRECTION: Ideally, an effective, accurate map should also
Pointer Box: include a north compass direction, and most maps should be drawn
Explainer text should be
with north facing up to eliminate any possible confusion on the part
set inside pointer box. of the audience as to the orientation of the map. The most common
Leave space for margins.
way of designating the compass direction is to simply place the let-
ter “N” along with an arrow that points north in one of the bottom
corners of the map. Like the scale, the compass direction shouldn’t
CARTOGRAPHY FOR JOURNALISTS 111
overlap text, and shouldn’t interfere with the point of news interest in
the map. Some publications may choose to deviate from consistent
use of the “N” symbol in maps by establishing a rule that all maps are
drawn with true north facing upward because the average reader is
likely to assume “N” is up anyway. Then, if there is a rare occasion to
deviate from this rule because the content calls for a different angle,
for example, then the “N” symbol is added with an arrow pointing
the reader in the appropriate direction. Three-dimensional maps or
maps that are turned a specific direction due to special circum-
stances in the content are rare, but are indeed sometimes necessary.
For example, if your map includes a building that has suffered some
sort of damage as a result of a tornado or earthquake, and the bulk of
the damage is on the north side of the building, you may choose to
turn the building around to show that area of interest more closely.
In that case, north wouldn’t be facing up, and the audience should be
made aware of this alteration so as not to create confusion. Like the
scale, the compass direction should be clean, simple and out of the
way. Avoid adding illustrative flair to devices that are used as mere
secondary reference points in a graphic.
MAP REFERENCES side of the map so that they are easy to read and don’t interfere with
the illustrated information found in the map itself.
There are a lot of helpful
and reliable references for
developing maps of all REFERENCE POINTS: Effective maps should also include reference
kinds. Every graphics points that most of the intended audience would be familiar with to
reporter should have a
create recognition and context for the illustration. Reference points
source list for maps on
hand. include state highways, main streets, state capitals, neighboring
towns or cities, parks, rivers, churches, schools, railroads or business
Any up-to-date world atlas:
Several good world atlases districts. These familiar focal points help readers get a sense of how
exist. National Geographic close or far something is as well as where something happened in
and Rand McNally, for relation to streets, neighborhoods or cities with which they are more
example, frequently
familiar. Of course, you must use your best judgment regarding how
release new versions of
their atlases that include many reference points to place in a map. Too many can clutter your
full-color political maps for map and too few can result in not showing enough reference points
each continent, maps with for your map to be meaningful to most of your audience.
topographic detail, individ-
ual maps for the United
States and Canadian POINTER BOXES: Maps that are intended to accompany a news or
provinces, an index of feature story should have a central area of interest. This point on
thousands of place names your map is generally the area(s) where the main event occurred.
and country-by-country
geographical data. You can effectively highlight these areas by using pointer boxes to
call out key locations or information in the map. The visual style for
An up-to-date country atlas:
All graphics reporters pointer boxes generally varies among publications and types of
should have an atlas that graphics. However, most are generally white with black type or
accurately reflects the black with white type. The key to designing an effective pointer box
country in which they live. is making sure it stands out clearly among the other elements in the
These will show state/
province/etc., and borders graphic, calling direct and immediate attention to the area it signi-
and topographic detail as fies. Text inside a pointer box should have adequate space sur-
well as index thousands of rounding it. You shouldn’t run text right to the edges of the box, as
place names.
this tight placement will cause visual tension. The type inside a
Several detailed maps of your pointer box should be limited to one to three words and should also
city, county and state: These
be a couple of points larger than the other textual elements of the
can generally be obtained
from your local chamber graphic, because elements highlighted by the pointer box should be
of commerce or city hall. of extreme interest and news focus. The type in a pointer box is gen-
Look for maps that show erally either bold or all caps to create a visual hierarchy in compari-
detail of the city’s zoning
son to other textual elements. The pointer box should be rectangu-
boundaries, neighbor-
hoods, roads, streets and lar, and the arrow attached to it should stem from the middle of the
highways, county lines, etc. box, either on one side or from the bottom. Avoid overlapping key
illustrative and other textual information with a pointer box.
CARTOGRAPHY FOR JOURNALISTS 113
MAP-MAKING TIPS map, the less text it will likely require. For example, simple, small
locator maps sometimes don’t include a headline or much chatter.
Find a good reference:
Without a strong base Rather, they include labels for streets and other key locations, as
map, you can’t ensure that well as callouts in pointer boxes to highlight the news focus. More
your reproduction will be detailed maps, on the other hand, often include headlines that
accurate. Every good
clearly summarize the main point of the map, chatter that expands
graphics reporter has a list
of handy map references, on the headline and transitions to the illustrative portions of the
including a world atlas and graphic and additional callouts, labels and explainers that support
a detailed map of the city the visual information. Chatter and explainers should be tightly
in which he or she works.
edited, concise and written in active voice.
Edit the fat: Before getting
started, pinpoint the cen-
SOURCE LINES AND BYLINES: Be sure to cite the main textual and
tral area of news value on
your base map. Then visual sources for any information graphic. It’s important for the
determine which sur- audience to know where your information came from because it
rounding streets, cities, lends credibility to your graphic and reliability to your product or
boundaries, landmarks,
bodies of water, etc., pro- publication. Likewise, most maps include a byline that gives credit
vide important context for to the graphics reporter. Source lines generally appear just outside
your map and which ones the graphic along the bottom left-hand edge and bylines along the
are unnecessary to under- bottom, right-hand edge.
standing the news event.
Get rid of those that are
less important.
Adhere to a type and color
Map Construction
palette: Most publications Don’t worry. No one is expecting you to illustrate a neighbor-
will have previously estab- hood, city, state or country by memory. In fact, as a journalist, you
lished color and type would be making a big mistake by doing so. Like any other reporter,
palettes to be used for
a graphics reporter seeks expert sources and official documents to
information graphics. It’s
important that you strictly help tell accurate stories. Thus, when creating a map, your first step
follow those guidelines to should be to find good, reliable reference material. Make sure your
maintain hierarchy, order map reference is current and roads and boundaries are easily
and consistency.
understood and adequately marked. State and world atlases, phone
Determine what type of map books that include simple area maps, county maps and road maps
should be used: Is it active?
If so, make sure you show are all great sources for reference. Once a good base map has been
that action. Is it passive? If located, you can focus on the area of news value.
so, make sure the focal If you’re creating a map for print, you’ll likely be illustrating and
point is placed in a central designing to fill a predetermined amount of space. And even graph-
position on the map. Is it
statistical or geographic? ics for the Web and broadcast will likely need to fit certain image size
Choosing the right type of requirements. Make sure the space allotted for the map is adequate,
map will definitely impact and then determine how much of the area from your base map
CARTOGRAPHY FOR JOURNALISTS 115
news event you intend to locate. If you focus too closely on the area
of news value, you may not be able to provide enough reference
points for the average reader to quickly determine the location of
the event. If you zoom out too much, you risk cluttering the map
with too much unnecessary information, overshadowing the visual
impact of the most important area. Again, use your best judgment
to determine just how closely to focus in on your area of interest.
Finally, make sure that the area of news value is placed near the cen-
ter or visual center (slightly above and to the left of true center) of
the map. The visual center will likely be the natural entry point for
most readers, so placing the area of news value too low, too high or
too close to the edges of the map will create visual tension and draw
the eye away from the most important part of the map.
shades you will include in the graphic. It has been proven that the SAMPLE TYPE PALETTE
eye can generally only distinguish six shades of gray at once, and
Develop a type palette for
grays should generally vary by 20 percent each for the eye to clearly maps that you will use for
detect a difference in tone. Thus, when developing any type of black every map you publish to
and white graphic, you should adhere to a palette that includes create a strong sense of
unity among the types of
white, 20 percent black, 40 percent black, 60 percent black, 80 per-
graphics that regularly
cent black and 100 percent black. This way, you can be relatively run. Below shows a sam-
certain that strong contrast among elements will be clear. ple type palette for maps.
Newspaper graphics reporters should be even more careful with Roads & streets: 8-point,
color and shades of gray when developing graphics because sans serif, regular weight.
newsprint is usually very porous, causing the ink to print darker Don’t take up too much
space with street labels.
than it may first look on screen. So, it is generally a good idea for
They need to be clean and
newspaper graphics reporters to test colors and shades of gray on readable but shouldn’t be
the paper’s actual presses to ensure that what is designed on the dominant visual elements.
computer screen prints well on paper. Graphics reporters for mag- Cities & towns: 9-point, sans
azines, online and broadcast generally have less to worry about serif, regular weight. You
when matching what they are designing to what the audience will may also choose to make
cities and towns bold to
see, because colors are generally truer in these mediums.
make them stand out
more. A capital city may
be marked with bold to
Type in Maps stand out among others.
As with most other types of information graphics, sans serif Bodies of water: 8-point,
typefaces are generally more effective than serifs. Maps in particu- sans serif, oblique (italic).
Labels for bodies of water
lar tend to be more detailed illustratively, and with numerous lines
are the same size as road
representing borders, roads and bodies of water, the typeface you labels. Using italics helps
choose should be less detailed and cleaner to avoid excess clutter. distinguish them as bodies
Sans serif typefaces read clearly at smaller sizes, take up less space of water and not roads.
The type for a river or
and are less likely to interfere with the illustrative detail of your map.
stream should follow the
Typographic contrast can be introduced by using oblique (italic), path of the waterline.
bold or all caps in addition to the regular weight of the face.
Pointer boxes: 12-point,
An effective type palette will include a bit of differentiation sans serif, bold, all caps. A
among the type styles used to label various common map elements, bold weight and all caps
such as roads and streets, cities and towns, country or state names make the text inside a
pointer box stand out.
and bodies of water. Additionally, you may choose yet another
Pointer boxes highlight
style/size for any text that might appear in a pointer box. Finally, the area of news value in a
round out your typographic palette by including the font, Carta. map and should therefore
Carta is a symbol font that includes shapes common to map-making, be the most noticeable
signifying elements.
including state road and highway signs. By using Carta, the graphics
118 A Practical Guide to Graphics Reporting
GEORGE RORICK What are some of the more common mistakes graphics reporters
The Poynter Institute
make when developing maps for news coverage?
for Media Studies Using 3D maps for visual effects rather than a method for clari-
& USA Today
fying the topic. Geographical mistakes, typos and no scale for
distance are also common.
STYLE PALETTE
Box size: 12.5p x 14p
Background shade: 4C, 7M, 17Y
River line: 3-point, 50C, 23M, 5Y, 12K
River type: 6-point, Times italic (attach to path)
CARTOGRAPHY FOR JOURNALISTS 123
Walnut St.
School
Street labels: 8-point.
Ave
Riverside Ave.
Helvetica, u&lc
.
R iver B
ite
Main St. Helvetica, 3-point black circle
h
W
e. 32
Av Jackson St. Reference point labels: 6-point
e
or Helvetica u&lc
ite River ilg N 1 MILE
Wh K
Pointer box text: 9.6-point
Helvetica Bold, all caps
Compass: 8-point Helvetica
Bold, all caps
• British Airways Flight 200 was headed for Heathrow Airport near
London.
• Jet crashed in Ardennes Mountains.
• Crash site was on side of 2,300-foot mountain about 20 miles
from Bastogne, Belgium.
• Noon, Wednesday (5 a.m. EST), Schmoe had lunch with German
business leaders in Stuttgart.
• At about 2 p.m., Schmoe’s plane left Stuttgart for flight to
Heathrow.
• 2:52 p.m., Plane disappears from radar screens.
• 7 p.m., U.S. ambassador to Belgium informs U.S. officials that
plane is missing.
• 7:22 p.m., Nightfall in Belgium hampers rescue efforts.
• Reported possible cause for crash was a weather report consisting
of rain, strong winds from the south and visibility of no more than
100 yards.
• U.S. Navy helicopters dispatched from the USS Conolly as well as
NATO rescue teams were dispatched to the area.
• On board: 27 passengers, 6 crew members; flight list has not yet
been released.
• No survivors have been found.
References
Herzog, David. Mapping the News. Redlands, CA: ESRI P, 2003.
CHAPTER
SEVEN
Charts, Tables
& Text-Based Graphics
Abstract graphs and charts, along with the beginnings of statistical theory
and the systematic collection of empirical data, were introduced to mathemat-
ics during the Eighteenth Century. And as the collection of economic, political
and census data became more common, visual forms of presentation that
allowed the data to “speak to the eyes” also became more prevalent. First con-
ceptualized in the late 1700s by William Playfair, a Scottish architect, pie charts
and bar charts use geometric shapes to metaphorically represent statistical con-
cepts. Pie charts, for example, use sections of circles to represent parts of a
whole amount. Bar charts, on the other hand, use rectangular shapes to repre-
sent how whole amounts may compare to one another. These simple shapes act
as illustrations of visual data metaphors. And because the brain tends to better
remember information that is in some way related to visual symbolism or
imagery, individuals often come to understand statistical information more
quickly and easily when presented in this way.
In fact, some of the most space-efficient, effective information graphics are
simple charts. Tab charts, pie charts, bar charts and fever (or line) charts are
often capable of presenting a great deal of serious statistical data in a relatively
small amount of space, providing the audience with a great deal of evaluative
information. Although these types of information graphics may seem relatively
simple at first glance, don’t underestimate their power or complexity. Not only
do they have the potential to act as visual points of entry when combined with
a story package and communicate important messages often central to the
125
126 A Practical Guide to Graphics Reporting
2003 MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER 2004 JANUARY FEBRUARY
May 28, 2003 July 22, 2003 August 29, 2003 October 27, 2003 January 17, 2004
Large increase of U.S. troops Explosion in Najaf Suicide bomber Bomb takes U.S.
resistance to U.S. kill Uday and kills 90, including kills 35, injures death toll in Iraq
occupation. Qusay Hussein. Shi’ite leader 224 outside war to 500.
Saddam Hussein Ayatollah Red Cross
Mohammed headquarters.
Bakir al-Hakim.
In this example, the time audience’s understanding of a story, but they can be extremely
line is actually displayed tricky to execute as well. Graphics reporters must understand that
in conjunction with a data the nature of the information at hand will dictate which type of
metaphor. The time graphic should be used to properly display the data. Likewise, what
continuum helps organize
attracts the eye may not necessarily engage the brain, and to be
the content linearly and
effective, these types of graphics must be used to present clear and
conceptually.
precise information accurately and consistently.
Graphic by Miranda Mulligan.
One of the most important things that Chapter Eight will teach
Used with permission.
C H A R T S , TA B L E S & T E X T- B A S E D G R A P H I C S 127
us is that statistics can often mislead rather than inform. Charts and
tables, therefore, should accurately reflect the numbers they portray.
This concept will be addressed in greater detail in the following
chapter, but it is also an important concept to be aware of as we
explore the different types of tables and charts in this chapter. Time
lines, tables and various types of charts all have different strengths,
weaknesses and purposes, and the sections that follow will provide
you with some clear-cut guidelines for how and when to apply them.
128 A Practical Guide to Graphics Reporting
Text-Based Graphics
Although most information graphics contain some type of illus-
tration or data metaphor (chart), there are also ways to present
information that is primarily text-driven in a more graphic format.
Time lines and tables represent two commonly used text-based
graphics that can provide readers with a great deal of important
information in formats that are more visual and more conducive to
at-a-glance reading. Although tables and time lines aren’t exactly
the most “graphic” pieces, they are alternative storytelling forms
that provide opportunities for a more visually pleasing, visually
organized format for data than the traditional one-paragraph-at-a-
time story form.
In an increasingly visual age, designers and graphics reporters
are often taught to cater to time-starved audiences by providing
story packages that contain a number of different story forms. Of
course, broadcast journalists have been catering to these types of
readers for a long time. But even as television technologies evolve
and information graphics as well as interactive television formats
develop, information layering becomes more and more prominent
in broadcast as well. Regarding print media and the Web, the idea is
that by providing the shorter “quick reads,” fact boxes, information
graphics and other less traditional story forms, you provide the audi-
ence with an opportunity to scan the content quickly. Likewise, you
may even have a better chance of keeping the audience engaged
through a more visually rhythmic presentation. Thus, by developing
a more hierarchical typographic format, as well as a more graphic
style for the presentation of time lines, tables and other kinds of text-
based graphics, you can hopefully create a more visually engaging
package with relatively text-heavy pieces.
Any time you encounter content that addresses an ongoing
story, a historic event or a set of circumstances precipitated by
another, a time line may be an effective way to help provide more
context for the primary story. In print formats, time lines should
generally be comprised of 10 to 20 entries, each with a specific date
attached. Entries are generally no more than one or two sentences
and should be written in active voice present tense, even if the
events of each entry happened years ago. Present tense is an effec-
C H A R T S , TA B L E S & T E X T- B A S E D G R A P H I C S 129
BUSH KERRY
HEALTHCARE
care, and provide inexpensive $1,000 a year, cut waste and lower Tables are best used when the num-
coverage for those who need it most. the cost of prescription drugs.
bers or figures themselves are as
important or even more important
MARRIAGE
that bans same-sex marriage. behind equal benefits for gay than a comparison or breakdown of
couples.
the differences between them.
Supports offensive war against Iraq Supports continuing peace efforts
WAR IN IRAQ
and terrorism. Wants to restructure in Iraq. Wants to reduce U.S. troop Graphic by Broc Borntrager.
American forces overseas to use strength in Iraq by the end of first Used with permission.
existing forces more effectively. term in office.
rape, incest or when a woman’s life Supreme Court justices who are in
is endangered. favor of a woman’s right to choose.
tive way to apply a more engaging and timely tone to any kind of
information graphic.
Furthermore, the basic design for your time line can take a
number of forms. When there are large gaps in the amount of time
between each entry, you may choose to present entries in a horizon-
tal or vertical format, using only typographic hierarchy and a few
simple structural effects to create a more visual display. If space and
structure permit, you may choose to take your design approach a
step further by creating a visual time continuum on which to place
130 A Practical Guide to Graphics Reporting
the entries. The continuum serves as the visual data metaphor and
should be divided into equal sections – five, 10 or 20 years per chunk
– with each time-based entry placed relative to its time period. This
approach also calls for a horizontal presentation because conceptu-
ally, the data metaphor (the continuum) is best conveyed in this for-
mat. Finally, if you choose this approach, it is also important that you
work on a grid to ensure a clean organization of entries both above
and below the time line. In most cases, too few or too many entries
organized erratically along the continuum can really compromise
the readability of the graphic. You may also choose to incorporate
historic photographs with some or all of the entries on your time
line. Photos can really enhance the graphic appeal of a time line by
making it more visually interesting and more informative.
Like any other type of information graphic, the technological
potential of a Web-based format can also enhance the interactivity
and multimedia potential for a time line. The presentation and
design of a Web-based time line can be a bit richer if entries are pre-
sented in a more non-linear format, allowing the audience a chance
to navigate each time period or entry in whatever order he or she
likes. In addition, Web-based time lines can incorporate video and
audio clips with text-based entries, often providing the audience
with a richer interactive experience.
Tables represent another kind of text-based graphic and are best
used when the numbers or figures themselves are as important or
even more important than a comparison or breakdown of the differ-
ences between them. In other words, when comparing the stats of
two competing basketball teams, for example, the individual per-
centages for each category often attract as much interest as whose
stats are better between the two teams. In this case, a table would be
better than a bar chart because the table calls more attention to the
individual data figures, while the bar chart draws more attention to
the differences between them. Tables can also be more effective
when the individual numbers in a data set have no discernable pat-
tern. As you will find when you read the following sections, pie, bar
and fever charts generally show some sort of trend or pattern in the
data that facilitates the use of a data metaphor to pull it together
visually. Finally, like a time line, a table should incorporate a clear
typographic hierarchy and design format that makes the reading
C H A R T S , TA B L E S & T E X T- B A S E D G R A P H I C S 131
Pie Charts
Put simply, pie charts, or circle graphs, are used to represent dif-
ferent parts of a whole. Data displayed in pie charts must always be
represented in percentages, and because the circle metaphor is
associated with a complete amount, 100 percent, the sections of a
pie chart should always equate to this sum. In this way, it is possible
to see how something is divided among different groups represent-
ing a whole. For example, when reporting census data that focuses
on the racial makeup of a specific city or town, a pie chart can show
both how individual groups (black, white, Asian, Hispanic, etc.)
compare to one another as well as show what portion of the total
each group represents.
Perhaps more important than knowing what makes a pie chart
work well within a presentation is knowing the different ways in
which pie charts are often misrepresented. In other words, while
they may look like simple illustrations of numerical content, if they
aren’t correctly executed, pie charts (or any kind of chart, for that
matter) can actually skew, distort or completely destroy the accuracy
132 A Practical Guide to Graphics Reporting
HEALTH CARE COVERAGE Pie charts are a simple and clear way to show a breakdown
Private companies provide the majority of health of a whole. Perhaps the most important rule for pie
care coverage in the United States. Below is a
breakdown of the kinds of health care used by charts is that the wedges must add up to 100 percent.
most Americans under the age of 65.
of the data at hand. There are several ways this distor-
Public tion can occur:
8% LEAVING OUTONE OR MORE PARTS OF THE WHOLE: If your
No coverage pie chart doesn’t represent exactly 100 percent every time,
18% you have misrepresented the information. Two things
will happen. Either the audience will examine the graphic
Private at a glance and simply take the data at face value, causing
74%
them to believe the sections of the chart are the complete
and entire set of data, or they will notice that your chart
equals more or less than 100 percent and will be left with
questions about how this is possible or what has been left
out. Either way, you have misled the audience and ren-
dered the data useless as it was presented.
PIE CHART TIPS
NOT DEFINING WHAT THE “WHOLE” STANDS FOR: If a whole is not
Represent a whole.
defined, then we don’t know what the parts represent. Ten percent
Illustrate a “breakdown.” of 10 is one. Ten percent of 100,000 is 10,000. If your audience isn’t
Sections must add up to given a clear indication of what the whole amount actually is, then
100 percent. they are left with no context or frame of reference for the percent-
More than two and less ages you have offered. I once sat through an hour-long presentation
than seven wedges. focused on presenting the results from a survey that questioned
Each wedge should have media professionals about their attitudes toward media conver-
its percentage displayed. gence. The presenter showed one pie chart after another that stated
Introductory chatter large percentages of newspaper editors and television producers
should state the total had positive and negative attitudes, making the study seem pretty
quantity of the breakdown.
impressive and telling regarding the climate in today’s media envi-
Circles work best to ronment. It wasn’t until the end of the presentation that the presen-
demonstrate percentages
at a glance. ter quickly conveyed to the audience that 14 newspaper editors and
23 television producers responded to the survey. In other words,
Proportions must be
accurate. when the data showed that 50 percent of newspaper editors
responded a certain way to a specific question, the raw number
When stacking pie charts,
colors or shadings must amounted to seven. Seven! There are more than 1,000 daily newspa-
be used consistently. pers in the United States, and seven hardly represents a scientific
C H A R T S , TA B L E S & T E X T- B A S E D G R A P H I C S 133
sample! Not only was I extremely frustrated by the presenter’s mis- CHARTING SOFTWARE
representation of the numbers, but I was irritated that I had wasted
Although there are many
an hour of my life listening to such insignificant findings. Don’t put different types of data-
your readers in the same situation I was by not letting them know up charting software avail-
front what the sample size is. And, while you’re at it, make sure your able, most graphics
reporters use the charting
sample size is large enough to accurately reflect the larger popula-
functions in Macromedia
tion. Finally, it’s also a good idea to label each wedge with the pop- FreeHand or Adobe
ulation and the actual percentage figure it represents. Don’t leave Illustrator to construct
the audience guessing. the base chart for their
information graphics.
Both programs allow a
USE PROPER TERMINOLOGY & VISUAL METAPHORS: A pie chart repre- reporter to enter data
sents a “breakdown.” When introducing the information you are and choose the type of
presenting in a pie chart, refrain from calling it a “comparison” or a graph most appropriate
for its presentation. When
“trend,” as these aren’t the primary goals of a pie chart. Likewise, cir-
all of the information has
cles work best to demonstrate percentages of a whole at a glance. been entered, either pro-
On occasion, I have seen pie charts that make use of other shapes gram will actually provide
(such as a dollar bill divided into sections) to represent parts of a you with a pie, bar or
fever chart that is propor-
whole. However, in most cases, because of the more obvious sym- tionate and accurate
metry of a circle and because circles are naturally associated with a based on the data at
“whole,” these shapes are generally the most accurate and effective hand. Then, because
way of presenting a breakdown of data. most media organizations
have pre-established
design styles and typo-
PROPORTIONS & DESIGN MUST BE ACCURATE: If a wedge of your pie graphic palettes, the
chart is meant to represent 45 percent of the whole, then the wedge chart generated by the
itself should be exactly 45 percent of the circle. This relationship is illustration program is
altered to match. Micro-
really at the heart of the effectiveness of the visual metaphor. Also, soft Excel can also be an
when reporting several sets of data in pie form or stacking several effective and helpful pro-
pie charts representing similar data, make sure colors or shadings gram for setting up data-
bases for organizing large
are used consistently. For example, if you are presenting a package
chunks of data intended
of pie charts all focused on different facets of the same populations for use in tables or charts.
(types of dogs, for example), make sure that the colors or shades
used for each category remain the same across multiple pies.
Bar Charts
Also perfected by Playfair in the late 1700s, bar charts are used
to compare data using rectangular bars to represent amounts with-
in a data set. Because the bars are sized relative to the amounts they
134 A Practical Guide to Graphics Reporting
Hungary 11.4%
Puerto 9.2%
Rico
Best used to show com- Source: J345 Handout By: Lindsay Beach
parisons of amounts at a
glance. represent, these types of charts make comparisons between differ-
Vertical bar charts have ent variables very easy to see. Furthermore, they can potentially
time as their bases and are show trends in data by showing how one variable is affected as the
best used when intervals
other rises or falls.
are irregular.
Horizontal bar charts
HORIZONTAL & VERTICAL BARS HAVE DISTINCT PURPOSES: If bars are
compare amounts when
time is not a factor. presented vertically, the y-axis represents the kind of data (i.e., dol-
lars, amounts, etc.) presented, and the x-axis represents time.
It’s easy to perceive differ-
ences in length, especially Vertical bar charts are best used when the time intervals are not
when lengths are horizon- equal. If bars are presented horizontally, the x- and y-axes can rep-
tal. resent any two variables that share a quantitative relationship.
Lines are read left to right.
Horizontal bars should be A CLEAR COMPARISON MUST BE PRESENT: Whenever you stack similar
stacked logically (i.e., visual devices next to one another in a clear horizontal or vertical
longest to shortest). pattern, you are implying that there is some comparative relation-
A background grid is not ship among them. Thus, consistent labels for the x- and y-axes must
necessary, but the baseline be present, and there must be a clear comparative pattern in the data
must be common.
you are presenting. If a clear and logical comparison doesn’t exist,
Allow for a consistent you may be using the wrong type of graphic to present your data.
minus grid if necessary.
Each bar should have its PROPORTIONS & DESIGN MUST BE ACCURATE AND CONSISTENT: It is
total displayed.
generally not necessary to illustrate a background grid with your bar
Stacked bar charts provide chart because it is relatively easy to perceive differences in length,
comparisons among sets
of similar data. especially when lengths are horizontal. Like text, lines are generally
C H A R T S , TA B L E S & T E X T- B A S E D G R A P H I C S 135
EACH BAR SHOULD HAVE ITS TOTAL DISPLAYED: Even if you have a
clear and consistent interval displayed along the y-axis, you should
display the exact figure along with its bar, especially when the bars
fall somewhere in between the intervals. In other words, don’t make
your audience guess what the exact figure is. The bars make differ-
ences clear at a glance and the numbers reinforce the actual numer-
ical differences at hand. FEVER CHART TIPS
Initially, they are bar
charts, but each peak is
Fever Charts plotted, using space more
effectively.
Also called “line graphs,” these types of graphics compare two
Should demonstrate a
related variables. The concept of the fever chart originated in 1637
trend.
when René Descartes outlined the “Cartesian grid,” a system of plot-
The emphasis should be
ting points on a graph made of intersecting lines. Fever charts
on movement.
require that each variable is plotted along the x- or y-axis, and they
Little or no movement
are most commonly used to show change over time, necessitating
can be reported as text.
that the x-axis represents equal time intervals (i.e., days of the week,
Not suited well for show-
months of the year, consecutive years, etc.) and the y-axis repre-
ing huge increases or
sents related amounts. decreases.
Fever charts are great for showing specific values of data, espe-
Need background grids.
cially when the nature of one variable is directly related to another.
Data is plotted in logical
They show trends in data clearly by illustrating how one variable
intervals, consistently.
affects the other as it increases or decreases. They enable the audi-
Each axis should be clearly
ence to make educated predictions about the results of data not yet
labeled.
recorded, and they are extremely effective ways to quickly show
Scales must be evenly
rises and falls as well as changes in data over specific periods of
spaced.
time. However, like pie and bar charts, fever charts can also be very
Display the beginning
misleading if they are not developed and used correctly.
and/or ending totals if
change is the news.
INCONSISTENCIES IN SCALES ON THE AXES CAN SKEW THE APPEAR-
Projections should be
ANCE OF DATA: The values between the points along each axis must shown as dashed lines or
be the same. In other words, if time is the x-axis, then you must differently keyed colors.
136 A Practical Guide to Graphics Reporting
50
accurate and relevant.
50% 50%
45 43% 45%
40
45% IN MOST CASES, A BACKGROUND GRID IS
40%
NECESSARY: Without a background grid,
35
35% it becomes more difficult for the audi-
30
ence to easily discern where the points
0
actually fall in relation to the x- and y-
No
Ju
Jan
Ju
Oc
Ap
Au
Se
Ma
Ma
Fe
De
ne
ly
t.
v.
pt
ril
g.
b.
rch
c.
.
The best graphics apply to all types of graphics in order to ensure that they are always
attempt to hang as clean, effective and easy to read. Overall, simple is almost always
much information from a better. Adding too much design “flair,” such as unnecessary color,
single visual element as expressive type displays or unstructured white space, is generally a
possible. In this example,
waste of time and space and draws attention away from the most
the graphics reporter
important part of the presentation: the data. Likewise, 3D effects
combined key events in
Enron’s troubled history often get in the way and can really distort and even render your
with the rapid decline of graphic inaccurate. Content values draw readers and facilitate the
stock prices. The graphic comprehension process. “Chartoons,” or graphics that complicate
is, at once, a time line and the data metaphor with cliché illustrations or cartoon-like decora-
a fever chart. tions, often complicate and overshadow the data as well. An infor-
Graphic by Josh Engleman. mation graphic should relate to the reader and be able to stand
Used with permission. alone. Thus, introductory chatter, numerical data, visual metaphors
C H A R T S , TA B L E S & T E X T- B A S E D G R A P H I C S 139
son. Or, choose two NFL quarterbacks and create a table that compares
their current season stats. You are encouraged to add photographs or
team logos to enhance the visual appeal of your table.
Next, create a time line that chronicles the history of the political con-
flict between the United States and Iraq. Conduct all necessary research,
edit it down, write 10 to 20 entries and create a design style for your time
line. You are encouraged to include photographs or other visual devices.
Each of these text-based graphics should include a headline, intro-
ductory chatter, a byline and a source line. Develop your own style,
typographic and color palettes for each as well.
3. In the past 20 years, the levels of federal and state aid to families with
dependent children have tripled.
1975 state, $4.7 million; 1975 federal, $3.9 million;
1995 state, $12.7 million; 1995 federal, $10.5 million
EIGHT
Taking the “Numb” Out of
Numbers: Statistical Displays
Some of the most frequently published kinds of information graphics
attempt to simplify complicated information by presenting it in a form that the
average person will understand. Specifically, graphics reporters are often called
upon to decipher large and complex sets of numerical data related to stories
about the economy, census reports, financial statements, polls, surveys, scien-
tific research and other types of statistical findings. I once worked with a
reporter who responded to all questions related to numbers with the same state-
ment: “I am a journalist, not a mathematician, dammit!” However, if you really
want to be a graphics reporter you should shun this sentiment immediately and
learn to embrace your role as occasional mathematician in the newsroom.
Granted, no one will expect you to be a mathematical genius. However, it
will be important for you to understand and be capable of assessing the news
value in statistical data to report it in a way that your audience will find enlight-
ening and easy to understand. And, perhaps the most daunting fact of all is that
once the information is published, your audience will rarely question its validity
until a clear and obvious mistake has been made. In other words, if you have
added, subtracted or otherwise “figured” incorrectly, your audience may notice
the error. However, if your mistake lies in the presentation of the data, your audi-
ence is unlikely to notice, and you will be guilty of a great deal of negligence in
reporting.
This means you’ll need to have a basic understanding of some very specific
types of statistical data and some common mathematical equations, as well as
143
144 A Practical Guide to Graphics Reporting
ANALYZING YOUR DATA how to best report that information in a graphic. Knowing the func-
tions of different types of charts, as outlined in the previous chapter,
When encountering a set
of statistical data, you may for example, is the first step in effectively assessing the information
want to keep the following at hand and determining the most accurate and effective way to
questions in mind to present it. Likewise, being able to decipher statistical data and make
make sure you are
sense of it yourself is essential to your ability to simplify the infor-
approaching it with a criti-
cal eye. The more you are mation accurately and sensibly for your audience. Being up to
able to assess the data for speed with some basic equations most common to the types of
its news value and accuracy, information you’ll likely encounter will also ensure that you are
the better you can serve
your audience. capable of making calculations that are relevant to your story.
Finally, knowing how to spot problems with the raw numbers you
Who is reporting/collecting
the data? Is bias present? have been given, as well as knowing some of the more common tac-
tics people may take when attempting to “massage” the numbers to
What is the size of the
sample group? fit their own agendas, will help you make sure your reporting is hon-
est, fair and accurate.
Are percentages backed
up with raw totals?
What is the time period
over which data was
Spotting Problems with Statistics
collected? Perhaps the most important concept you can take away from
this chapter is that an effective graphics reporter must lend a critical
Is the manner in which
the values are represented eye to every set of numbers she encounters. You should never take
appropriate? the data at face value, assume it is correct or fail to scrutinize the
Is time or place a factor? numbers to make sure they are relevant, accurate and realistically
reported within the context of a specific news story. Believe it or not,
Are there other external
variables that could skew it’s pretty easy to make numbers lie. In fact, depending on how the
the data? data is framed, anyone can easily create a context for a data set that
What methodology was serves a specific purpose or agenda without actually fabricating any
used to collect the data? of the real numbers. But, this doesn’t mean that trying to detect and
rectify these problems is a hopeless cause. Just being aware of some
ways in which data can be misrepresented can protect you from
exacerbating the problem.
ics reporter must really scrutinize the data, looking for any suspi-
cious statements, comparisons or figures. It may even be a good
idea to do some additional reporting to make sure that the numbers
you have been given are, indeed, accurate. If you notice any ques-
tionable citations or missing numbers, for example, don’t be afraid
to call someone and ask why this is so. And, if the missing data can’t
be accounted for, then you generally have two options. The first is
that you can choose not to run a graphic because you can’t lay your
hands on a complete and therefore accurate set of numbers. The
second is to figure out the best way to present the numbers you do REFERENCE MATERIALS
have while making it clear to the audience that the data isn’t exactly It is strongly recommended
complete and why this is the case. The worst thing you can do is that students interested in
simply present the data as it was offered to you, without making an pursuing careers in graph-
ics reporting find a
attempt to remedy the problem.
Statistics 101 class to pro-
vide a strong foundation
MAKE SURE YOU’RE COMPARING APPLES TO APPLES, ORANGES TO for understanding these
ORANGES: For example, if you want to make it seem as though the types of graphic displays.
Here are a few additional
price of a particular item has skyrocketed over a period of time, you
references for you to con-
can do so by failing to account for inflation. For example, have you sult that will help you col-
ever rolled your eyes when grandma and grandpa said things like, lect and evaluate statisti-
“When I was a child, a candy bar only cost a nickel!” Although this cal data:
statement is fundamentally true, the comparison that is so shock- Precision Journalism: A
ingly implied by your elders isn’t exactly accurate because it doesn’t Reporter’s Introduction to
Social Science Methods.
account for inflation. Inflation is an increase in the price of goods By Phillip Meyer. Fourth
and services that are representative of the economy as a whole. Edition, May 2002.
Depending on the state of the economy and the value of the dollar, Introduction to the
inflation can account for major increases and decreases in the value Practice of Statistics. By
of things over time. Houses cost more than they used to, minimum David S. Moore & George
wage increases every few years and the cost of all kinds of goods and McCabe. Fourth Edition,
August 2002.
services will continue to inflate over time, as long as the economy
continues to evolve. Thus, although a candy bar did cost mere pen- The Psychology of Survey
Response. By Roger
nies several decades ago, this raw value can’t be compared to the Tourangeau, Lance J. Rips
cost of a candy bar today. The only way to make an accurate com- and Kenneth Rasinski.
parison is to report the inflation-adjusted amounts. Do this by con- March 2000.
sulting the Bureau of Labor Statistic’s inflation calculator Improving Survey
(http://www.bls.gov) or by calculating adjusted prices using the Questions: Design and
Consumer Price Index divisors (http://www.bls.gov/cpi/home.htm) Evaluation. By Floyd J.
Fowler, Jr. July 1995.
for the specific years you are dealing with. Note that once prices
146 A Practical Guide to Graphics Reporting
COMMON MATHEMATICAL have been adjusted for inflation, the rate of increase in price
EQUATIONS becomes much less dramatic.
Percentage: Divide small
number by large number; BE CAREFUL NOT TO MASK RAW NUMBERS BY CONVERTING THEM TO
multiply by 100. MORE AMBIGUOUS FIGURES: If a researcher wants to make his find-
Example: ings seem more impactful than they really are, he can turn raw
80 is 50% of 160; numbers into percentages or misrepresent the margin of error so
80/160 = .5 x 100 =50% that it’s not exactly apparent what the raw findings actually were.
Percentage increase: For example, 20 percent of 200 is 40, while 20 percent of 200,000 is
Subtract prior amount 4,000. Big difference, right? The larger the sample, the more accurate
from current amount; the survey. Yet, if I only report percentages, my audience may never
divide by prior amount,
and multiply by 100. know the raw totals, and the credibility and accuracy of my report
could be in question. Likewise, failing to identify projected figures
Example:
Original Amount = 50; versus real data or failing to use a consistent scale in charting data
New Amount = 85 may change the implications of the data you are presenting and mis-
85 - 50 = 15 lead the audience into believing them to be more or less dramatic
15/50 = .3 x 100 = 30% than they actually are.
Fraction to percent: Divide
denominator by CONSIDER ALL POSSIBLE VARIABLES THAT COULD AFFECT THE DATA:
numerator; times 100.
Ask yourself: “Is time or place a factor?” If so, “What is the time period?
Example: Is it one day? One month? One year?” If a study attempts to report data
2/8 = 25%
2/8 = .25 x 100 = 25% gathered over a period of time, the span of time over which the data
was actually collected could dramatically affect the credibility of the
Average (Mean): Add all
numbers; divide sum by report. And when data is collected in a number of different places, a
total amount of numbers. graphics reporter must wonder, “Does location become a variable
Example: that could skew the data?” In fact, if data is gathered over many
4 + 8 + 12 + 16 years or places, a constant needs to be achieved. When necessary,
= 40/4 = 10 try to separate yourself from the data, and look for ways in which the
Median: List numbers report may be tainted by less obvious circumstances. Regardless of
numerically; select middle whether this has been done intentionally or unintentionally, your
number of the series. efforts in this regard can make a huge difference in terms of the
Example: accuracy of a set of data.
4, 4, 8, 12, 16 = 8
MARGIN OF ERROR may skew the response in a way that doesn’t truly reflect your inten-
tions for the question.
Depending on the survey
or poll you are dealing
with, the margin of error CONSIDER HOW THE SURVEY OR POLL WAS ADMINISTERED: How were
will differ depending on respondents chosen? Just going through a phone book, for example,
the relationship between
and randomly choosing names doesn’t make for a random sample.
the sample size and the
size of the greater popula- A random sample occurs when every element in the population has
tion. Thus, the formula for an equal chance to be selected for the survey or poll. It isn’t easy to
figuring the margin of draw a random sample because the only factor operating when a
error involves three basic
parts: the amount of vari- given item is selected must be chance.
ability within the sample, You must also ask when and where the questions were asked.
the degree of precision Was every respondent approached in the same way, in the same sur-
and the sample size. You roundings at the same time? While these questions may not always
can apply this formula for
figuring margin of error: be relevant, you should determine whether they affect the outcome
or responses. Finally, be aware that certain types of survey methods
(p)(1-p)
x 1.96 may actually affect who responds. For example, when conducting
n
phone surveys, you must contend with the notion that some
= Margin of Error
respondents may not be home or may automatically hang up the
p is an estimate of the per- moment you identify yourself as someone conducting a poll.
centage of respondents.
Likewise, surveys conducted via mail or e-mail often require that
A “standard” level of preci- the respondent take action by filling out the survey and mailing it
sion is a 95 percent confi-
dence level. This translates back in. Often, respondents in these types of surveys tend to lean
into 1.96 for this formula. toward extremes in their answers. One school of thought insists that
n is the number of only those who have strong feelings about the topic at hand will be
respondents. motivated enough to actually respond.
So, if an estimated 50
percent of the greater CONSIDER WHO WAS POLLED: Depending on the pool from which
population answered a potential participants for a poll or survey are chosen, it is possible
particular question in a
that whole categories of your greater population could be left out.
survey, and 90 out of 100
people surveyed actually For example, if you are conducting a phone survey, you are elimi-
completed the survey, a nating the possibility of contacting people who aren’t likely to be
10 percent margin of listed. College students are one whole category of individuals who
error is figured as such:
may not be represented there. Also, calling at certain times during
.50 the day may skew who or what types of people will be around to
x 1.96
90 actually answer the phone.
= Margin of Error
www.westgroupresearch.com/res
ESTABLISH OR KNOWTHE MARGIN OF ERROR: Understand that when-
earch/margin.html ever you break down data into subgroups – by race, gender, age, etc.
TA K I N G T H E “ N U M B ” O U T O F N U M B E R S : S TAT I S T I C A L D I S P L AY S 149
WHAT IS A SCIENTIFIC if the source is reliable and unbiased. The reporting maxim,
SAMPLE? “when in doubt, check it out” applies not only to the source but
to the data provided.
The AAPOR Standards
Committee writes, “Polls
and surveys are an impor- How should a graphics reporter determine how a set of statistical
tant means for us to learn data is best displayed?
about people’s attitudes,
behaviors, and character- The best graphics grow out of an understanding of the story, the
istics…. But all surveys are data and the statistical charting options. If you don’t know how
not equal in quality. Polls or why to use a graphic form, you’ll fall back on the same old
and surveys conducted by
flawed methods are often thing again and again. Graphic journalists need to invest in their
described as ‘not scientific.’ own understanding of their profession, seeking to know its his-
A Scientific Sample tory as well as current inspiring work. This curiosity will serve
Survey or Poll will have
you well.
these characteristics:
It samples members of the
What are some of the greatest challenges or pitfalls graphic jour-
defined population in a
way such that each mem- nalists face when dealing with statistical data?
ber has a known nonzero The greatest challenge is when you don’t have all of the data
probability of selection…. because there is no complete source. While a reporter can write
It collects data from a around gaps in statistical data, a graphic journalist should not. It’s
sufficient number of far better to tell a reporter that the data does not exist or is unre-
sampled units in the pop-
ulation … (for example, + liable than to take suspect, incomplete or inaccurate numbers.
or - 5%) at a stated level
of confidence (e.g., 95%). What are some of the more common mistakes graphics reporters
It uses reasonable tested make when developing statistical data displays?
methods to reduce and Unnecessary complexity. Simplicity is a key to displaying statis-
account for unit and item
nonresponse error (differ- tical data. When a graphic looks simple and clear, it is usually
ences between character- because someone has done the hard work to understand and
istics of respondents and show something complex. When graphic journalists pass that
nonrespondents)…. complexity on to the reader, they have missed an opportunity to
It uses reasonable tested help aid in understanding.
methods to reduce and
account for errors of
measurement that may What are some ways to ensure that you’re not missing important
arise from question word- details in your statistical graphics?
ing, the order of questions Be careful and detail oriented. Show it to people in the newsroom
and categories, the behav-
ior of interviewers and of who have the time to pay attention, or run it by a statistician.
respondents, data entry
and the mode of adminis- What should an effective data display add to a story?
tration of the survey.”
Understanding and clarity.
TA K I N G T H E “ N U M B ” O U T O F N U M B E R S : S TAT I S T I C A L D I S P L AY S 151
What’s the most extensive research you have ever done for a statis-
tical graphic?
The most intensive gathering of statistical data project was
working with CBS News on the election mapping for 2003. We INFLATION
spent months gathering statistics for dozens of different data Report the adjusted or
maps. Many, many maps were thrown out because the data just constant figure, never the
didn’t make a strong, instantly understandable point to viewers current or nominal figure.
in a matter of seconds. Clarity was of the utmost importance in Create a multiplier for
this project, and that was a great challenge to someone used to each year’s data to inflate
to the present year using
working in print. In print, we assume that people will spend a the Consumer Price Index
couple of minutes with the graphic. But in the broadcast format, (CPI information comes
I was constantly reminded that in today’s world, people don’t from U.S. Bureau
spend much time with things that they don’t understand. of Labor Statistics;
http://stats.bls.gov).
Please list five tips for dealing with statistical data in journalistic Example:
Your town’s annual budget
research and reporting.
1. Compare data to some norm or average. For instance, when
charting a stock price, it is useful to see that stock charted against Unadjusted figures:
1985 = $32,504,333
an index of its peers so as to see how its performance relates.
1990 = $47,010,100
2. Use all of the tools of the graphic journalists to make the point
1985 CPI/all items
of the graphic clear. Color choice, layout, headline, labeling,
= 107.6
classification schema, data charted and, most importantly, the 1990 CPI/all items
choice of statistical chart should all contribute to making that = 130.7
point clear to readers. Divide the current year’s
3. Get more data and know that you don’t have to use it all. CPI by past year’s CPI.
Reporters may only need a couple of telling statistics to tell a Example: 130.7/107.6
good story. However, a good graphic usually needs far, far more = 1.214684
detail. Don’t be afraid to gather that information yourself or to Multiply the quotient (or
work with the reporter to get it. You might need to develop good multiplier) by past year’s
sources to do this. The reporter might rely on a press secretary dollar amount.
who will give a great quote, but the graphics reporter may be Example: 1.214684 x
able to get the data needed from a librarian in the back office. 32,504,333
= $39,482,493
4. Ask until you understand. When you assume, you can make a
big mistake, hurt your credibility and embarrass the newspaper.
It’s so much better to be humble to a source or a reporter and get Adjusted figures:
it right before it gets into the paper. 1985 = $39,482,493
5. Strive to make the complex, simple and clear.
1990 = $47,010,100
152 A Practical Guide to Graphics Reporting
NINE
Diagrams &
Illustrative Graphics
Often the most complex and illustration-driven types of information graph-
ics, diagrammatical graphics combine substantial amounts of textual informa-
tion with detailed illustrations to dissect the important parts of objects or
chronicle a chain of events. Diagrams require strong textual and visual reference
materials, and graphics reporters may spend a good deal of time away from their
desks conducting research for these types of storytelling devices. And, because
they are generally illustration-driven, diagrams often require a bit more artistic
ability on the part of the graphics reporter than other types of graphics. All in all,
diagrams provide journalists with an opportunity to take the audience where
cameras or reporters can’t. They allow us to show how something happened, the
process by which something occurs or the inner workings of both animate and
inanimate objects.
Types of Diagrams
Diagrams can be divided into two basic categories, passive and active. In a
passive diagram, there is no implied action or movement beyond the rhythm
and natural eye flow that is created through the placement of elements within
the graphic design. Passive diagrams generally show an object with its “parts”
accurately labeled, are often considered to be “simple diagrams” and may
include cutaway, angled or multiple views of a particular object. Passive dia-
grams are used to dissect an object, providing the audience with simple labeling
153
154 A Practical Guide to Graphics Reporting
Say What?
Cutaways are an
effective method
for taking the
audience where a
photograph can-
not. In this case,
the audience is
able to see a cross
section of the
human eye.
tration that the visual complexities outweigh the focus of the graph-
ics package.
Illustration Techniques
Obviously, the stronger your artistic skills, the better illustrator
you will be. Because diagrammatical graphics tend to be very illus-
tration-driven, these can often require more raw artistic talent than
others. Thus, I always encourage graphic journalists to consider tak-
ing drawing, painting or color theory courses to help beef up their
illustration skills. But don’t be fooled. Even the most detailed dia-
grams are generally based on solid visual reference material, and
graphics reporters often develop their own sketches based on these
materials to form the foundation for their own graphics. Thus, find-
ing strong reference material is often the first step in developing
effective, accurate illustrations. Reference materials for diagrams
and explanatory graphics could include diagrams or illustrations
that have already been developed by someone else, photographs
from the actual scene or maps. Then, after you have found a reli-
able, accurate visual reference, you can develop your own version.
As long as you cite the source in your source line, this method is a
perfectly acceptable form of reporting.
As you begin the tracing process, you’ll soon notice that even
the most complex objects are, in essence, a combination of a num-
ber of simple shapes. Break down the object you are illustrating into
the smallest squares, rectangles, circles, ovals and triangles that
comprise it, and you will soon have the outline for your illustration.
And, once the outline is complete, you can begin to add depth and
dimension by applying shading, color and texture.
160 A Practical Guide to Graphics Reporting
line that applies bold, bright colors – should be reserved for less
NIGEL HOLMES
serious topics or graphics that illustrate fake scenarios. Sketches
Explanation Graphics
(hand-drawn pictures) are often effectively used to illustrate fake
scenarios or more feature-oriented topics. Graphics that employ
layered colors, gradients and photographs (i.e., more texturally
detailed illustrations) are best used in news presentations because
they appear to be more visually realistic and thorough. And, while it
is true that many graphics reporters may eventually develop a style Holmes was graphics
they are either known for or tend to employ more often, you should director for Time maga-
never come to rely on a particular illustration style too often zine for 16 years before
because information graphics meant for use in journalistic presen- taking a sabbatical. For
ten years, he has run his
tations should always be content-driven, and always reflect the tone own business, Explanation
and storytelling mission of the news. Graphics, which explains
all manner of things to
and for a wide variety of
In the Eyes of an Expert clients including Apple,
The Smithsonian
How do diagrams/explanatory graphics enhance storytelling? Institution, United
By giving the reader/user a clear picture or an actual visualiza- Healthcare, U.S. Airways,
Discover, Harper’s, The
tion of the event or process.
New Yorker and The New
York Times. He’s written
What are some common challenges to creating effective four books on aspects of
diagrams/explanatory graphics? information design, and
also a series of small
1. Not having enough hard, credible, factually correct informa- books, The Smallest Ever
tion by deadline. Guides for Busy People,
2. An over-reliance on a particular graphic style or software, which explain difficult
even when it’s inappropriate (see below, 3D). concepts in layman’s
terms. The latest is for
3. Lack of cooperation or understanding within the publication GM called The Smallest
about the intent of the graphic. It’s hard to do a good explanation if Ever Guide to the
someone up the chain of command thinks of your work as making Hydrogen Economy. His
new book, Wordless
the page look good, but nothing else (such as informing the readers!).
Diagrams, was published in
April 2005. He’s lectured
What are your thoughts about the evolution of interactive graphics all over the world, and
and the affects of multimedia technology on graphics reporting? with his son, Rowland, he
produces short animated
On the Web, you can easily update and make corrections, so we films. They are currently
should be careful not to rush to publish without full considera- working on a film about a
tion of the facts, just because we can change things later. But new system of electronic
being able to add movement and sound is wonderful; they make health communication.
storytelling easier and richer.
162 A Practical Guide to Graphics Reporting
Apart from the Times, I’m always going back to Otto Neurath
and Gerd Arntz and their pioneering work in Europe in the
1920s and 1930s. They are the real forerunners of much of the
work we do today, so it’s always nice to check in and see that it’s
all been done before!
D I A G R A M S & I L L U S T R AT I V E G R A P H I C S 163
Your graphics begin on paper. Can you explain how this traditional
approach fits into the world of computers and illustration programs?
Everything still starts on paper, and usually in a smallish note-
book/sketchbook. All my very first drawn ideas and written
notes are in these books, which I have kept carefully over many
years and often refer back to. There are many as yet uncompleted
projects in them as well as day-to-day sketches and roughs for
current jobs.
You are widely respected for your work with pictograms. How
important is the pictogram in information graphics?
A couple of years ago I wrote a piece on pictograms for the
Information Design Journal, and it made me think about sym-
bols again. I had written a book (Designing Pictorial Symbols,
1985), but that was largely about icons I’d drawn for Time. Here
I realized that one way we make information graphics is by
using little pictograms as building blocks for entire illustrations.
We each create our own personal visual language – little bits
that we recycle again and again. And as long as it is our own lan-
guage, it’s fine to recycle; in fact it defines our style.
What do you think are the most important fundamental rules for
our business?
I hate rules! They put straightjackets around freedom of expres-
sion. However, I guess I do have some personal rules of my own.
The first is that the best way to explain things is always the sim-
plest way.
Keeping things simple and clear does not mean dumbing down
information, nor does it mean making it look boring and aus-
tere. That is why art is important. I mean art in the service of
information, not art for art’s sake. Sometimes art might mean
just beautiful simplicity. At other times it might mean wit, or
humor, or fun. My fundamental mantra is enjoyable clarity.
it. Of course, many editors and art directors still think of infor-
mation graphics as a sort of colorful decoration for their pages.
While the arguments are obvious to me, nothing I say seems to
convince them. The rule is: Only use color when it’s needed (and
get your arguments lined up!).
NOTE: The last four questions and answers are excerpted from an interview by John Grimwade, Graphics Director
of Condé Nast Traveler, and first published with a retrospective look at Holmes’ work in the Malofiej Information
Graphics Summit Book, 2004. Used with permission.
The following exercise will teach you to create basic charts in Macromedia FreeHand. The appearance of
certain functions may differ depending upon whether you are using a MacIntosh or a PC. However, the
general operations of the program are the same regardless of the platform on which you are working.
To begin, create a folder on the desktop of your computer, and label it with your name.
Command the PAGE RULERS from the VIEW menu. Reset your ruler measurements found at the bottom of
your document, from points to picas.
In the upper, left-hand corner of your document, find the zero guide.
Reset the zero guide to the top left-hand corner of the page by clicking and dragging the
crossbars to line up with the top and left-hand edges of the page on your document.
Command the COLOR MIXER and the SWATCHES panels from the WINDOW menu. Create these colors:
Jade: C 80 M 20 Y 90 K0
Mist: C 30 M 10 Y0 K 10
Salmon: C0 M 45 Y 55 K 10
Teal: C 90 M 20 Y 30 K0
Ungroup the pie from the text, then group only the wedges of the pie together. Make the lines of the pie .6
points, black. Color the respective wedges. Integrated Editing: Teal; Typography: Jade; Graphics: Salmon.
Move the pie to its position within the margins of the frame. Size
the grouped pie while holding down the shift key. Select the frame
for the graphic.
Place the chart in its position inside the frame. Reduce and reset
the text boxes for the callouts of the chart.
Make the type 10 pt. Helvetica Bold centered. Place each callout on its respec-
tive wedge. Be sure to bring the callouts to the front
J245 midterm topics (Modify/Arrange/Bring to Front). Typeset the head-
For the first 15 days of the semester,
students in J245 Editorial Presentation have
studied three course topics. Below is a line for the graphic in 18 pt. Helvetica Bold. Typeset
breakdown of the amount of time devoted
to each subject: the explainer for the graphic in 8 pt. Helvetica plain,
flush left. Typeset the source line and byline in 8 pt.
Helvetica Plain. Place all text blocks in their respec-
Integrated
Editing tive positions.
Information ?%
Graphics
?%
Save and close this document. Export the document as
Typography
an eps file if you wish to place it into a design program.
?%
Create a new FreeHand document. Plot the following information for a horizontal bar chart that demon-
strates the leading men’s basketball scorers in Ball State history.
Choose the bar chart style from the chart gallery. Set column width for bars at 60. Click OK.
APPENDIX A 171
Click the chart gallery button. Click the pie chart button. Set these parameters for a pie chart:
Legend: None; Separation: 0; Data numbers in chart
Draw a box that is 25 picas wide and 17 picas deep. Create a one-pica margin for the box.
Ungroup the bar chart. Delete all lines, ticks and numerals from the graphic,
keeping only the bars and the names.
Command the COLOR MIXER and the SWATCHES from the WINDOW menu. Create these colors:
Almond: C0 M 10 Y 35 K 12
Midnight: C 70 M 10 Y0 K 20
Select the bars of the graph and specify no line. Color the bars with Midnight.
Group the bars together. Rotate the bar chart to make it horizontal.
Group all four bars together. Stretch the bars to the right to
the 21.6 ruler without holding the shift key.
Select the frame for the graphic. Fill the background for the
box of the graphic with Almond. The outer box should have
no line.
Reduce and reset the text boxes for the names of each bar. Make the type 9 pt. Helvetica Bold flush left.
Move each name into its position. Be sure to bring the names to the front (Modify/Arrange/Bring to Front).
Typeset the point totals for each bar in 10 pt. Helvetica Bold. Typeset the headline for the graphic in 18 pt.
Helvetica Bold with -3 kerning. Typeset the explainer for the graphic in 9 pt. Helvetica Plain, flush left,
kerning -1, leading +0. Typeset the source line and byline in 8 pt. Helvetica Plain. Place each in its position.
Position the “hot spot” in the circle. Select no line for the colored circle.
Draw the black .6 diagonal lines, and position them to complete the ball.
Select EDIT, CUT and PASTE INSIDE.
NOTE: This tutorial was authored by Michael Price when he was the journalism graphics sequence coordinator at Ball State University.
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175
GLOSSARY
ACTIONSCRIPT: An object-oriented programming language that can facilitate the creation of ani-
mated and interactive information graphics because it is an event-based language.
ACTIVE GRAPHICS: Maps or diagrams that contain real or implied motion through the use of ani-
mation or visual elements, i.e., arrows or numbers, that imply movement.
ACTIVE VOICE: Occurs when sentences are written using only active verbs, avoiding “verbs of
being,” such as is, was, am, are, were, etc.
ADDITIVE COLOR: Each hue of the color spectrum has a specific frequency. When combined,
additive colors create white light. Red, green and blue (RGB) are the additive colors in the color
spectrum and are used to create color on computer monitors and television screens.
ASYMMETRICAL BALANCE: An informal design composition in which the two vertical halves of a
graphic are unequal in balance.
AUDIENCE: Print media readers, television viewers or Web users are all potential audience mem-
bers for information graphics presentations.
AVERAGE/MEAN: A value computed by dividing the sum of a set of numbers by the number of
numbers.
BALANCE: A basic design principle, balance is achieved when the placement or relative proportion of
elements in a graphic play against one another to create a display that is not too heavy on either side,
top or bottom. There are two types of balance in graphic design, asymmetrical and symmetrical.
BAR CHART: A graphic that uses rectangular bars in varying lengths to represent comparisons of
amounts.
CALLOUTS: Detailed text blocks within a graphic that point to and explain a specific visual ele-
ment within the larger package.
176 A Practical Guide to Graphics Reporting
CARTESIAN GRID: A system of plotting points on a graph made of intersecting lines, called “coor-
dinates” developed by René Descartes.
CHARTOON: A chart in which the data metaphor (i.e., bar, pie or line) in some way incorporates
a cartoonish illustration approach to decorate or embellish the body of the graphic.
CHOROPLETH: A map that is divided into sections that correspond to different categories related
to the raw data. Each category is then colorized to represent a specific value set.
CMYK: The “process colors,” different values of cyan, magenta, yellow and black are mixed
together to create every possible color. Process color is used to create full color in print.
COMMUNICATIONS DESIGN: Graphic design for publications which, at the same time, attempt to main-
tain a high level of aesthetic value and convey information through the process of visual storytelling.
CONSTANT FIGURE: The numeric value that represents the price of a good or service adjusted
over time to account for inflation.
CONSUMER PRICE INDEX (CPI): Published every month by the U.S. Department of Labor, the CPI
is a key measure of inflation that relates to the rise in prices over a period of time. Using the CPI,
one can calculate the change in cost of buying a fixed basket of goods and services.
CONTRAST: A basic design principle, contrast refers to the act of creating visual difference
between elements in graphic design. Contrast is most commonly achieved through shape, tone,
type and size.
CONVERGENCE: Partnerships between and among various types of media organizations, such as
newspapers, Web sites and broadcast news stations.
DATA-INK RATIO: The philosophy that effective graphics give the viewer the greatest number of
ideas in the shortest time with the least amount of ink in the smallest amount of space.
GLOSSARY 177
DATA METAPHOR: A visual element used to represent key information, such as numbers or val-
ues, in a graphic. Common data metaphors include circles to represent a breakdown of whole
amounts, bars to represent comparisons of figures and lines to represent change over time.
Colors and symbols can also be data metaphors.
DOMINANT ELEMENT: The largest element in a design. All graphics must have a dominant ele-
ment proportionate to the other elements in a graphic as well as the overall space allotted for
the graphic.
DOT DISTRIBUTION: A map that uses different sized dots to represent amounts. The dots are dis-
tributed over the map to correspond with locations.
DUAL CODING THEORY (DCT): Memory consists of two separate but interrelated codes for pro-
cessing information – one verbal and one visual. By integrating illustrations with text or elabo-
rating on illustrations with explanations, the brain will encode information in both verbal and
nonverbal forms, and memory is likely to be enhanced.
EDITORIAL CONTENT: All content in a news presentation that is related to news stories.
EXPLAINER: A block of text that points to and explains the significance of a specific portion of a
graphic.
EXPLORATIVE: A single online graphics package that includes multiple illustrations, audio and
video clips, photo slide shows, etc., that allow the audience a chance to explore the various parts
of a single topic.
EYE-TRAC: Research that examined how readers navigate a newspaper and what elements are
most salient. Readers tended to engage with more photos and artwork than text and headlines,
indicating that visual elements act as main points of entry onto a page.
FAIR USE: A doctrine where partial or limited reproduction of another’s work may be permitted
where the use advances public interests such as education or scholarship.
FEVER CHART: A graphic that makes use of a line to demonstrate change over time.
178 A Practical Guide to Graphics Reporting
FOCAL POINT: Visual elements used in graphic design, such as photos, graphics, illustrations and
type, that draw the eye.
FOCUS: A basic design principle that refers to creating emphasis and visual interest within a graphic.
GEOLOGICAL MAPS: Maps that are used to show the Earth’s formations, such as fault lines, sur-
face characteristics of a land mass or mountains, valleys and bodies of water.
GRAPHICS REPORTER: A journalist who’s job is to report, write and illustrate information graphics
as storytelling devices.
GRID: Evenly spaced lines that are used to help graphics reporters ensure that elements are prop-
erly aligned and evenly spaced within a graphics package. These lines don’t print and can be
horizontal and vertical.
HARMONY: A basic design principle, harmony refers to how well the individual elements within a
graphic presentation work together.
INFLATION: An increase in the volume of money and credit resulting in a substantial and contin-
uing rise in the general price level of goods and services in a specific economic setting.
INFORMAL SOURCE: Observations about audiences, messages and the environment in which the
communicator operates, as well as networks of supervisors, colleagues, clients, neighbors, and
friends the communicator deals with every day.
INSET: Map or diagram elements that show either a zoomed-out or zoomed-in view of an area or
object to either provide greater context or more detail.
GLOSSARY 179
INSTITUTIONAL SOURCE: Social or cultural organizations with particular special interests, politi-
cal positions, professional goals or governmental roles.
INTERACTIVITY: A feature of online graphics, interactivity refers to the notion that the audience
can make choices about the pace and order in which he navigates a graphic presentation.
INVERTED PYRAMID: A traditional news writing style in which the writer orders the information
written into a story from most to least important and timely. The same concept can be applied
to the construction of information graphics.
ISOLENE: A mapping style that displays data in relation to land by correlating points of similar
value. This type of map shows similarities in bands or blocks of value.
JOURNALISTIC SOURCE: Newspapers, magazines, trade publications, television and news and
information Web sites.
KINETOSCOPE: The first motion picture camera, the kinetoscope is the foundation for the mod-
ern-day film industry.
LAND USE: Maps that show communities and individuals use land, as well as how chunks of land
are zoned.
LINOTYPE MACHINE: A typesetting machine that produces castings, each of which corresponds to
a line of separate types. By pressing down on keys like those of a typewriter, the matrices for one
line are properly arranged.
LOCATOR: A map that shows a place in relation to its surroundings in an “x-marks-the-spot” fashion.
MAP FAT: Information found in a base map that is unnecessary for the audience’s reasonable
understanding of the story at hand.
180 A Practical Guide to Graphics Reporting
MEAN/AVERAGE: A value computed by dividing the sum of a set of numbers by the number of
numbers.
MEDIAN: The middlevalue in an ordered set of values for which there are an equal number of val-
ues.
MULTIMEDIA: A display or story package that makes use of a variety of media formats, i.e., text,
video, audio, etc.
NARRATIVE: A graphic that explains by giving the audience a vicarious experience of the intent
through a story. A narrative involves very little interactivity and provides a relatively passive
viewing experience.
NATURAL EYE MOVEMENT: In Western culture, the natural path of the eye is left to right, top to
bottom.
PASSIVE GRAPHICS: Maps or diagrams that contain no real or implied motion. Elements are sim-
ply explained and labeled.
PIE CHART: A graphic that makes use of a circle broken into sections to demonstrate parts of a whole.
POINTER BOX: A graphic element that contains explanatory text and points to a particular part of
a graphic display.
GLOSSARY 181
PROPORTION: A basic design principle referring to size and shape relationships among graphic
elements.
RANDOM SAMPLE: A random sample occurs when every element in the population has an equal
chance of being selected for the survey or poll. The only factor operating when a given item is
selected must be chance.
RASTER: Digital images created or captured (for example, by scanning a photo) as a set of sam-
ples of a given space. A raster is a grid of x and y coordinates on a display space.
READABILITY: The ease with which something can be read based on the clarity of grammar or
clarity of illustration.
RELIEF: Also called a topographic map, relief maps show the physical features and surface char-
acteristics of a landmass, or the “lay of the land.”
RGB: Red, green and blue are known as the “additive colors.”
RHYTHM: A basic design principle, rhythm refers to the ability of a design to move the eye
through contrast, size and shape relationships, and placement of elements.
SANS SERIF: A type with little to no differentiation between thick and thin strokes and no design
embellishments. Sans serifs are best used in information graphics because they are clean and
easy to read when used with detailed illustrations.
SCALE: The size of a sample in relation to the size of the actual thing. Scales are always necessary
in maps and sometimes in diagrams.
SCHOLARLY SOURCE: Sources, such as academic institutions or medical and scientific research
centers, that exist to expand the body of knowledge about related topics.
SEARCH ENGINE: A Web site that helps users find other sites focused on specific topics.
182 A Practical Guide to Graphics Reporting
SERIF: A type with curved or finishing strokes at the ends of each straight line in a letterform.
SIDEBAR: A secondary story or storytelling device that supports the main story topically.
SIMULATIVE: A highly immersive online graphic that enables the user to actually experience the
topic by representing some kind of real-word phenomena.
SOURCE LINE: An essential graphic component that cites the source(s) of information displayed
in a graphic.
STATISTICAL MAP: Maps that associate numerical data with specified areas of land.
STORYBOARDS: Preliminary sketches developed for online and broadcast graphics. Storyboards
show each frame of a graphic in an animated display.
SUBTRACTIVE COLOR: The color we see on paper is created using a subtractive model in which
the frequencies that are not absorbed by the object form the color we see.
SYMMETRICAL BALANCE: A formal design composition in which the two vertical halves of a
graphic are equal in balance.
TOPOGRAPHIC MAP: Also called a relief map, topographic maps show the physical features and
surface characteristics of a landmass, or the “lay of the land.”
UNITY: A basic design principle, unity refers to how well elements designed for an entire publica-
tion or palette work together.
VECTOR GRAPHICS: A sequence of commands or mathematical statements that place lines and
shapes in a given two- or three-dimensional space.
VISUAL CENTER: A space slightly above and to the left of real center in a given space.
VOICE-OVER: An audio clip that serves an explanatory role when combined with video or graphic
animation.
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185
INDEX
Academic Search Premier, 52 In Maps, 104, 106-108, Hansen, Kathleen A., 50, 68
Adam, Pegie Stark, 7 111, 113-114, 116-117 Herzog, David, 119, 124
Adobe Illustrator, 26, 31-32, Convergence, 24, 38-40 Huffman, J. Ford, 15-17
98, 118, 122, 133, 141, 160, Copyright, 69, 72-73 Holmes, Nigel, 9, 157,
165 Dahl, Robert A., 8 163-165
Adobe InDesign, 29 da Vinci, Leonardo, 4 Illustration Techniques,
Adobe Photoshop, 29, 31, Demo, Lori,5 159-161
79, 118 Descartes, René, 5, 135 Inflation, 33, 51, 65, 145-146, 151
Adobe Streamline, 118 Designing Graphics, 83-99 Interactivity, 3, 8, 31-42, 62,
Alternative Story Formats, Diagrams, 153-166 67, 128, 130, 161
61-62, 128-131 Types of, 153-155 Keeble, Richard, 69
Anaximander, 4 Dillman, Donna, 81 Lexis-Nexis, 52
Animation, 23, 28, 31-41, Dual Coding Theory, 7 Macromedia Director, 44
44-46, 103, 166 Eby, Lloyd, 6 Macromedia Flash, 23,31-32,44
Bacon, Roger, 4 Edelman, Murray, 81 Macronedua FreeHand, 26,
Bar Charts, 133-135 Edison, Thomas, 6 31-32, 98, 118, 122, 133, 141,
Basic Design Principles, 83-90 Ethics, 69-81 160, 163, 169-172
Broadcast Graphics, 7, Eye Movement, 27, 88-89 Maps, 101-124
23-24, 28, 36-41, 44-48, 58, Eye-Trac,7 Components of, 109-114
61-62, 68, 80, 92-93, 101, 103, Fever Charts, 135-136 Functions of, 102-103
114, 117-118, 151, 155, 165 Garcia, Mario, 7 In News, 118-120
Bureau of Labor Statistics, Geographic Information Kinds of, 103-109
51, 56, 65, 152 Systems (GIS), 118-119 Miami Herald, 38, 119
Cartesian Grid, 5, 135 Goertzen, Jeff, 75-80 Minard, Charles Joseph, 5
Chicago Daily News, 6 Goodfellow, Kris, 149-151 Monahan, John, 17
Chicago Tribune, 6, 27, 119 Graphics History, 4-7 MSNBC.com, 8, 34-35,
Code of Conduct, 70-72 Graphics Potential, 9-13, 21 37-38, 45-46
Color, 5, 87, 90, 92-94, 96-98 Graphics Studies, 7 Multimedia Graphics, 37-40,
In Charts, 132-133, Graphics Software, 3-4, 6, 44-46
135-136 13, 23-24, 26, 28-33, 37, 44, newspagedesigner.com, 81
In Illustration, 159-161, 79-80, 118-120, 133, 162 Newtek Lightwave, 23, 28
163-165 Grids, 90, 91-92, 97-98, 130, New York Daily Graphic, 6
134-136 New York Daily Herald, 6
186 A Practical Guide to Graphics Reporting