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skills/cognitive-design/resources/cognitive-fallacies.md
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skills/cognitive-design/resources/cognitive-fallacies.md
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# Cognitive Fallacies & Visual Misleads
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This resource covers common design failures that confuse or mislead users - what NOT to do and how to avoid cognitive pitfalls.
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**Covered topics:**
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1. Chartjunk and data-ink ratio violations
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2. Misleading visualizations (truncated axes, 3D distortion)
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3. Cognitive biases in interpretation
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4. Data integrity violations
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5. Integrity principles and solutions
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---
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## Why Avoid Cognitive Fallacies
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### WHY This Matters
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**Core insight:** Common visualization mistakes aren't just aesthetic failures - they cause systematic cognitive misinterpretation and damage trust.
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**Problems caused by fallacies:**
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- **Chartjunk:** Consumes working memory without conveying data
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- **Truncated axes:** Exaggerates differences, misleads comparison
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- **3D effects:** Distorts perception through volume illusions
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- **Cherry-picking:** Misleads by omitting contradictory context
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- **Spurious correlations:** Implies false causation
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**Why designers commit fallacies:**
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- Aesthetic appeal prioritized over clarity
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- Unaware of cognitive impacts
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- Intentional manipulation (sometimes)
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- Following bad examples
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**Ethical obligation:** Visualizations are persuasive - designers have responsibility to communicate honestly.
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---
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## What You'll Learn
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**Five categories of failures:**
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1. **Visual Noise:** Chartjunk, low data-ink ratio, clutter
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2. **Perceptual Distortions:** 3D effects, volume illusions, inappropriate chart types
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3. **Cognitive Biases:** Confirmation bias, anchoring, framing effects
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4. **Data Integrity Violations:** Truncated axes, cherry-picking, non-uniform scales
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5. **Misleading Correlations:** Spurious correlations, false causation
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---
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## Why Chartjunk Impairs Comprehension
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### WHY This Matters
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**Definition:** Gratuitous visual decorations that obscure data without adding information (Tufte).
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**Cognitive mechanism:**
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- Working memory limited to 4±1 chunks
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- Every visual element consumes attentional resources
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- Decorative elements compete with data for attention
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- Resources spent on decoration unavailable for comprehension
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**Result:** Slower comprehension, higher cognitive load, missed insights
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---
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### WHAT to Avoid
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#### Common Chartjunk
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**Avoid:** Heavy backgrounds (gradients/textures), excessive gridlines, 3D effects for decoration, decorative icons replacing data, ornamental elements (borders/fancy fonts)
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**Why problematic:** Reduces contrast, creates visual noise, distorts perception, competes with data
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**Solution:** White/light background, minimal gray gridlines, flat 2D design, simple bars, minimal decoration
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---
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#### Data-Ink Ratio
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**Tufte's principle:** Maximize proportion of ink showing data, minimize non-data ink
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**Application:**
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```
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Audit every element: "Does this convey data or improve comprehension?"
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If NO → remove it
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If YES → keep it minimal
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```
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**Example optimization:**
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```
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Before:
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- Heavy gridlines: 30% ink
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- 3D effects: 20% ink
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- Decorative borders: 10% ink
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- Actual data: 40% ink
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Data-ink ratio: 40%
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After:
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- Minimal axis: 5% ink
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- Simple bars: 95% ink
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Data-ink ratio: 95%
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Result: Faster comprehension, clearer message
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```
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---
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## Why Truncated Axes Mislead
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### WHY This Matters
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**Definition:** Axes that don't start at zero, cutting off the baseline
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**Cognitive issue:** Viewers assume bar length is proportional to value - truncation breaks this assumption
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**Effect:** Small absolute differences appear dramatically large
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---
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### WHAT to Avoid
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#### Truncated Bar Charts
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**Problem example:**
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```
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Sales comparison:
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Company A: $80M (bar shows from $70M)
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Company B: $85M (bar shows from $70M)
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Visual: Company B's bar looks 5x larger than A
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Reality: Only 6.25% difference ($5M on $80M base)
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Mislead mechanism: Truncated y-axis starting at $70M instead of $0M
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```
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**Solutions:**
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```
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Option 1: Start y-axis at zero (honest proportional representation)
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Option 2: Use line chart instead (focuses on change, zero baseline less critical)
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Option 3: If truncating necessary, add clear axis break symbol and annotation
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Option 4: Show absolute numbers directly on bars to provide context
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```
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---
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#### When Truncation is Acceptable
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**Line charts:**
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```
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✓ Showing stock price changes over time
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✓ Temperature trends
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✓ Focus is on pattern/trend, not absolute magnitude comparison
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Requirement: Still note scale clearly, provide context
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```
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**Small multiples with consistent truncation:**
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```
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✓ Comparing trend patterns across categories
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✓ All charts use same y-axis range (fair comparison)
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✓ Clearly labeled
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Purpose: See shape differences, not magnitude
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```
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---
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## Why 3D Effects Distort
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### WHY This Matters
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**Cognitive issue:** Human visual system estimates 3D volumes and angles imprecisely
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**Mechanisms:**
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- **Perspective foreshortening:** Elements at front appear larger than identical elements at back
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- **Volume scaling:** Doubling height and width octuples volume, but may be perceived linearly
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- **Angle distortion:** 3D pie slices at different positions appear different sizes even when equal
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---
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### WHAT to Avoid
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#### 3D Bar Charts
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**Problem:**
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```
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3D bars with depth dimension:
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- Harder to judge bar height (top surface not aligned with axis)
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- Perspective makes back bars look smaller
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- Depth adds no information, only distortion
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Solution: Use simple 2D bars
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```
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---
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#### 3D Pie Charts
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**Problem:**
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```
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3D pie with perspective:
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- Slices at front appear larger than equal slices at back
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- Angles further distorted by tilt
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- Already-poor angle perception made worse
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Solution: If pie necessary, use flat 2D; better yet, use bar chart
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```
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---
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#### Volume Illusions
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**Problem:**
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```
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Scaling icons in multiple dimensions:
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Person icon twice as tall to represent 2x data
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Visual result: 4x area (height × width)
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Viewer perception: May see as 2x, 4x, or even 8x (volume)
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Solution: Scale only one dimension (height), or use simple bars
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```
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---
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## Why Cognitive Biases Affect Interpretation
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### WHY This Matters
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**Core insight:** Viewers bring cognitive biases to data interpretation - design can either reinforce or mitigate these biases.
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**Key biases:**
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- **Confirmation bias:** See what confirms existing beliefs
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- **Anchoring:** First number sets benchmark for all subsequent
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- **Framing effects:** How data is presented influences emotional response
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**Designer responsibility:** Present data neutrally, provide full context, enable exploration
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---
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### WHAT to Avoid
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#### Reinforcing Confirmation Bias
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**Problem:**
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```
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Dashboard highlighting data supporting desired conclusion
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- Only positive metrics prominent
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- Contradictory data hidden or small
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- Selective time periods
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Result: Viewers who want to believe conclusion find easy support
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```
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**Solutions:**
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```
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✓ Present full context, not cherry-picked subset
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✓ Enable filtering/exploration (users can challenge assumptions)
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✓ Show multiple viewpoints or comparisons
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✓ Note data limitations and contradictions
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```
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---
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#### Anchoring Effects
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**Problem:**
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```
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Leading with dramatic statistic:
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"Sales increased 500%!" (from $10k to $50k, absolute small)
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Then: "Annual revenue $2M" (anchored to 500%, seems disappointing)
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First number anchors perception of all subsequent numbers
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```
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**Solutions:**
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```
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✓ Provide baseline context upfront
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✓ Show absolute and relative numbers together
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✓ Be mindful of what's shown first in presentations
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✓ Use neutral sorting (alphabetical, not "best first")
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```
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---
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#### Framing Effects
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**Problem:**
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```
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Same data, different frames:
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"10% unemployment" vs "90% employed"
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"1 in 10 fail" vs "90% success rate"
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"50 new cases today" vs "Cumulative 5,000 cases"
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Same numbers, different emotional impact
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```
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**Solutions:**
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```
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✓ Acknowledge framing choice
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✓ Provide multiple views (daily AND cumulative)
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✓ Show absolute AND relative (percentages + actual numbers)
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✓ Consider audience and choose frame ethically
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```
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**Note:** Framing isn't inherently wrong, but it's powerful - use responsibly
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---
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## Why Data Integrity Violations Damage Trust
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### WHY This Matters
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**Tufte's Graphical Integrity:** Visual representation should be proportional to numerical quantities
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**Components:**
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- Honest axes (zero baseline or marked truncation)
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- Fair comparisons (same scale)
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- Complete context (full time period, baselines)
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- Clear labeling (sources, methodology)
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**Why it matters:** Trust is fragile - one misleading visualization damages credibility long-term
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---
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### WHAT to Avoid
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#### Cherry-Picking Time Periods
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**Problem:**
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```
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"Revenue grew 30% in Q4!"
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...omitting that it declined 40% over full year
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Mislead mechanism: Showing only favorable subset
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```
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**Solutions:**
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```
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✓ Show full relevant time period
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✓ If focusing on segment, show it IN CONTEXT of whole
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✓ Note data selection criteria ("Q4 only shown because...")
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✓ Provide historical comparison (vs same quarter previous year)
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```
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---
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#### Non-Uniform Scales
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**Problem:**
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```
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X-axis intervals:
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0, 10, 20, 50, 100 (not uniform increments)
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Effect: Trend appears to accelerate or decelerate artificially
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```
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**Solutions:**
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```
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✓ Use uniform scale intervals
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✓ If log scale needed, clearly label as such
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✓ If breaks necessary, mark with axis break symbol
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```
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---
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#### Missing Context
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**Problem:**
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```
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"50% increase!" without denominator
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50% of what? 2 to 3? 1000 to 1500?
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"Highest level in 6 months!" without historical context
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What was level 7 months ago? 1 year ago? Historical average?
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```
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**Solutions:**
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```
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✓ Show absolute numbers + percentages
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✓ Provide historical context (historical average, benchmarks)
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✓ Include comparison baselines (previous period, peer comparison)
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✓ Note sample size and data source
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```
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---
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## Why Spurious Correlations Mislead
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### WHY This Matters
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**Definition:** Statistical relationship between variables with no causal connection
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**Classic example:** Ice cream sales vs shark attacks (both increase in summer, no causal link)
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**Cognitive bias:** Correlation looks like causation when visualized together
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**Designer responsibility:** Clarify when relationships are correlational vs causal
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---
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### WHAT to Avoid
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#### Dual-Axis Manipulation
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**Problem:**
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```
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Dual-axis chart with independent scales:
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Left axis: Metric A (scaled 0-100)
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Right axis: Metric B (scaled 0-10)
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By adjusting scales, can make ANY two metrics appear correlated
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Viewer sees: Lines moving together, assumes relationship
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Reality: Scales manipulated to create visual similarity
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```
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**Solutions:**
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```
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✓ Use dual-axis only when relationship is justified (not arbitrary)
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✓ Clearly label both axes
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✓ Explain WHY two metrics are shown together
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✓ Consider separate charts if relationship unclear
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```
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---
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#### Implying Causation
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**Problem:**
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```
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Chart showing two rising trends:
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"Social media usage and depression rates both rising"
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Visual implication: One causes the other
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Reality: Could be correlation only, common cause, or coincidence
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```
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**Solutions:**
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```
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✓ Explicitly state "correlation, not proven causation"
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✓ Note other possible explanations
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✓ If causal claim, cite research supporting it
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✓ Provide mechanism explanation if causal
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```
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---
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## Integrity Principles
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### What to Apply
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**Honest Axes:**
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```
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✓ Start bars at zero or clearly mark truncation
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✓ Use uniform scale intervals
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✓ Label clearly with units
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✓ If log scale, label as such
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```
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**Fair Comparisons:**
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```
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✓ Use same scale for items being compared
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✓ Don't manipulate dual-axis to force visual correlation
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✓ Show data for same time periods
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✓ Include all relevant data points (not selective)
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```
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**Complete Context:**
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```
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✓ Show full time period or note selection
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✓ Include baselines (previous year, average, benchmark)
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✓ Provide denominator for percentages
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✓ Note when data is projected/estimated vs actual
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```
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**Accurate Encoding:**
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```
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✓ Match visual scaling to data scaling
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✓ Avoid volume illusions (icon sizing)
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✓ Use 2D representations for accuracy
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✓ Ensure color encoding matches meaning (red=negative convention)
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```
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**Transparency:**
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```
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✓ Note data sources
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✓ Mention sample sizes
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✓ State selection criteria if data is subset
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✓ Acknowledge limitations
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✓ Provide access to full dataset when possible
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```
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490
skills/cognitive-design/resources/cognitive-foundations.md
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490
skills/cognitive-design/resources/cognitive-foundations.md
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# Cognitive Foundations
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This resource explains the core cognitive psychology principles underlying effective visual design.
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**Foundation for:** All other paths in this skill
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---
|
||||
|
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## Why Learn Cognitive Foundations
|
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|
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### WHY This Matters
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Understanding how humans perceive, attend, remember, and process information enables you to:
|
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- **Predict user behavior:** Know what users will notice, understand, and remember
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- **Design with confidence:** Ground decisions in research, not guesswork
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- **Diagnose problems:** Identify why designs fail cognitively
|
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- **Advocate effectively:** Explain design rationale with scientific backing
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||||
|
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**Mental model:** Like a doctor needs anatomy to diagnose illness, designers need cognitive psychology to diagnose interface problems.
|
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|
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**Research foundation:** Tufte (data visualization), Norman (interaction design), Ware (visual perception), Cleveland & McGill (graphical perception), Miller/Cowan (working memory), Gestalt psychology (perceptual grouping), Mayer (multimedia learning).
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|
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Without cognitive foundations: design by intuition alone, inconsistent decisions, inability to explain why designs work or fail.
|
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|
||||
---
|
||||
|
||||
## What You'll Learn
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|
||||
### Core Cognitive Concepts
|
||||
|
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This section covers 5 foundational areas:
|
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1. **Perception & Attention** - What users notice first, visual search, preattentive processing
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2. **Memory & Cognition** - Working memory limits, chunking, cognitive load
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||||
3. **Gestalt & Grouping** - Automatic perceptual organization patterns
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4. **Visual Encoding** - Hierarchy of perceptual accuracy for different chart types
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5. **Mental Models & Mapping** - How prior experience shapes expectations
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||||
|
||||
---
|
||||
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## Why Perception & Attention
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||||
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||||
### WHY This Matters
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**Core insight:** Attention is limited and selective like a spotlight - you can only focus on one thing at high resolution while periphery remains blurry.
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**Implications:**
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- Visual design controls where attention goes
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- Competing elements dilute attention
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||||
- Critical information must be made salient
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- Users scan, they don't read everything thoroughly
|
||||
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**Mental model:** Human vision is like a camera with a tiny high-resolution center (fovea covers ~1-2° of visual field) and low-resolution periphery. We rapidly move attention spotlight to important areas.
|
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|
||||
---
|
||||
|
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### WHAT to Know
|
||||
|
||||
#### Preattentive Processing
|
||||
|
||||
**Definition:** Detection of basic visual features in under 500ms before conscious attention.
|
||||
|
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**Preattentive Features:**
|
||||
- **Color:** A single red item among gray pops out instantly
|
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- **Form:** Unique shapes stand out (circle among squares)
|
||||
- **Motion:** Moving elements grab attention automatically
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||||
- **Position:** Spatial outliers noticed quickly
|
||||
- **Size:** Largest/smallest items detected fast
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Use preattentive features sparingly for 1-3 critical elements only.
|
||||
Too many salient elements = visual noise = nothing stands out.
|
||||
```
|
||||
|
||||
**Example:** Dashboard alert in red among gray metrics → immediate attention
|
||||
|
||||
**Anti-pattern:** Everything in bright colors → overwhelm, nothing prioritized
|
||||
|
||||
---
|
||||
|
||||
#### Visual Search
|
||||
|
||||
**Definition:** After preattentive pop-out, users engage in serial visual search - scanning one area at a time with high acuity.
|
||||
|
||||
**Predictable Patterns:**
|
||||
- **F-pattern:** Text-heavy content (read top-left to top-right, then down left side, short horizontal scan middle)
|
||||
- **Z-pattern:** Visual-heavy content (top-left to top-right, diagonal to bottom-left, then bottom-right)
|
||||
- **Gutenberg Diagram:** Primary optical area top-left, terminal area bottom-right
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Position most important elements along scanning path:
|
||||
- Top-left for primary content (both patterns start here)
|
||||
- Top-right for secondary actions
|
||||
- Bottom-right for terminal actions (next/submit)
|
||||
```
|
||||
|
||||
**Example:** Dashboard KPIs top-left, details below, "Export" button bottom-right
|
||||
|
||||
---
|
||||
|
||||
#### Attention Spotlight Trade-offs
|
||||
|
||||
**Attention is zero-sum:** Effort spent on decorations is unavailable for data comprehension.
|
||||
|
||||
**Rule:** Maximize attention on task-relevant elements, minimize on decorative elements.
|
||||
|
||||
**Squint Test:** Blur design (squint or Gaussian blur) - can you still identify what's important? If hierarchy disappears when blurred, it's too subtle.
|
||||
|
||||
---
|
||||
|
||||
## Why Memory & Cognition
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Working memory can hold only ~4±1 meaningful chunks of information, and items fade within seconds unless rehearsed.
|
||||
|
||||
**Implications:**
|
||||
- Interfaces must be designed to fit memory limits
|
||||
- Information must be chunked into groups
|
||||
- State should be externalized to interface, not user's memory
|
||||
- Recognition is vastly easier than recall
|
||||
|
||||
**Mental model:** Working memory is like juggling - you can keep 3-5 balls in the air, but adding more causes you to drop them all.
|
||||
|
||||
**Updated understanding:** Miller (1956) proposed 7±2 chunks, but Cowan (2001) showed actual capacity is 4±1 for most people.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Know
|
||||
|
||||
#### Working Memory Capacity
|
||||
|
||||
**Definition:** "Mental scratchpad" holding active information temporarily (seconds) before transfer to long-term memory or loss.
|
||||
|
||||
**Capacity:** **4±1 chunks** for most people
|
||||
|
||||
**Chunk:** Meaningful unit of information
|
||||
- Expert: "555-123-4567" = 1 chunk (phone number)
|
||||
- Novice: "555-123-4567" = 10 chunks (each digit separate)
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Design within 4±1 constraint:
|
||||
- Navigation: ≤7 top-level categories
|
||||
- Forms: 4-6 fields per screen without wizard
|
||||
- Dashboards: Group metrics into 3-5 categories
|
||||
- Choices: Limit concurrent options to ≤7
|
||||
```
|
||||
|
||||
**Example:** Registration wizard with 4 steps (personal info, account, preferences, review) vs single 30-field page
|
||||
|
||||
**Why it works:** Each step fits in working memory; progress indicator externalizes "where am I"
|
||||
|
||||
---
|
||||
|
||||
#### Cognitive Load Types
|
||||
|
||||
**Intrinsic Load:** Inherent complexity of the task itself (can't change)
|
||||
|
||||
**Extraneous Load:** Mental effort from poor design - confusing interfaces, unclear icons, missing context
|
||||
→ **MINIMIZE THIS**
|
||||
|
||||
**Germane Load:** Meaningful mental effort contributing to learning or understanding
|
||||
→ **Support this, don't eliminate**
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Reduce extraneous load to free capacity for germane load:
|
||||
- Remove decorative elements (chartjunk)
|
||||
- Simplify workflows (fewer steps, fewer choices)
|
||||
- Provide memory aids (breadcrumbs, visible state, tooltips)
|
||||
- Use familiar patterns (standard UI conventions)
|
||||
```
|
||||
|
||||
**Example:** E-learning slide with audio narration + diagram (germane load) vs text + diagram + background music (extraneous load from competing visual text and irrelevant music)
|
||||
|
||||
---
|
||||
|
||||
#### Recognition vs. Recall
|
||||
|
||||
**Recall:** Retrieve from memory without cues (hard, error-prone, slow)
|
||||
- "What was the error code?"
|
||||
- "Which menu has the export function?"
|
||||
|
||||
**Recognition:** Identify among presented options (easy, fast, accurate)
|
||||
- Error message shown in context
|
||||
- Menu items visible
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Design for recognition over recall:
|
||||
- Show available options (dropdown) vs requiring typed command
|
||||
- Display current filters as visible chips vs requiring memory
|
||||
- Provide breadcrumbs vs expecting user to remember navigation path
|
||||
- Use icons WITH labels vs icons alone
|
||||
```
|
||||
|
||||
**Example:** File menu with visible "Save" option vs command-line requiring user to remember "save" command
|
||||
|
||||
---
|
||||
|
||||
#### Chunking Strategy
|
||||
|
||||
**Definition:** Grouping related information into single meaningful units to overcome working memory limits.
|
||||
|
||||
**Application Patterns:**
|
||||
- **Lists:** Break into categories (❌ 20 ungrouped nav items → ✓ 5 categories × 4 items)
|
||||
- **Forms:** Group fields (❌ 30 sequential fields → ✓ 4-step wizard with grouped fields)
|
||||
- **Phone numbers:** Use conventional chunking (555-123-4567 = 3 chunks vs 5551234567 = 10 chunks)
|
||||
- **Dashboards:** Group metrics by category (Traffic panel, Conversion panel, Error panel)
|
||||
|
||||
---
|
||||
|
||||
## Why Gestalt & Grouping
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** The brain automatically organizes visual elements based on proximity, similarity, continuity, and other principles - this happens preconsciously before you think about it.
|
||||
|
||||
**Implications:**
|
||||
- Layout directly creates perceived meaning
|
||||
- Whitespace is not "empty" - it shows separation
|
||||
- Consistent styling shows relationships
|
||||
- Alignment implies connection
|
||||
|
||||
**Mental model:** Gestalt principles are like visual grammar - rules the brain applies automatically to make sense of what it sees.
|
||||
|
||||
**Historical note:** Gestalt psychology (1910s-1920s) discovered these principles, and they remain validated by modern neuroscience.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Know
|
||||
|
||||
#### Proximity
|
||||
|
||||
**Principle:** Items close together are perceived as belonging to the same group.
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Use spatial grouping to show relationships:
|
||||
- Related form fields adjacent with minimal spacing
|
||||
- Unrelated groups separated by whitespace
|
||||
- Label next to corresponding graphic (not across page)
|
||||
```
|
||||
|
||||
**Example:** Dashboard with 3 panels (traffic, conversions, errors) separated by whitespace → automatically perceived as 3 distinct groups
|
||||
|
||||
**Anti-pattern:** Even spacing everywhere → no perceived structure
|
||||
|
||||
---
|
||||
|
||||
#### Similarity
|
||||
|
||||
**Principle:** Elements that look similar (shape, color, size, style) are seen as related or part of a pattern.
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Use consistent styling for related elements:
|
||||
- All primary CTAs same color/style
|
||||
- All error messages same red + icon treatment
|
||||
- All headings same font/size per level
|
||||
```
|
||||
|
||||
**Example:** All "delete" actions red across interface → users learn "red = destructive action"
|
||||
|
||||
**Anti-pattern:** Inconsistent button styles → users can't predict function from appearance
|
||||
|
||||
---
|
||||
|
||||
#### Continuity
|
||||
|
||||
**Principle:** Elements arranged on a line or curve are perceived as more related than elements not aligned.
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Use alignment to show structure:
|
||||
- Left-align related items (form fields, list items)
|
||||
- Grid layouts imply equal status
|
||||
- Flowing lines guide eye through narrative
|
||||
```
|
||||
|
||||
**Example:** Infographic with visual flow from top to bottom, numbered steps along continuous path
|
||||
|
||||
**Anti-pattern:** Haphazard placement → no clear reading order
|
||||
|
||||
---
|
||||
|
||||
#### Closure
|
||||
|
||||
**Principle:** Mind perceives complete figures even when parts are missing, filling gaps mentally.
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Leverage closure for simplified designs:
|
||||
- Dotted lines imply connection without solid line visual weight
|
||||
- Incomplete circles/shapes still recognized (reduce ink)
|
||||
- Implied boundaries via alignment without explicit borders
|
||||
```
|
||||
|
||||
**Example:** Dashboard cards separated by whitespace only (no borders) → still perceived as distinct containers
|
||||
|
||||
---
|
||||
|
||||
#### Figure-Ground Segregation
|
||||
|
||||
**Principle:** We instinctively separate scene into "figure" (foreground object of focus) and "ground" (background).
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Ensure clear figure-ground distinction:
|
||||
- Modal dialogs: dim background, brighten foreground
|
||||
- Highlighted content: stronger contrast than surroundings
|
||||
- Active state: clearly differentiated from inactive
|
||||
```
|
||||
|
||||
**Example:** Popup form with darkened background overlay → form is clearly the figure
|
||||
|
||||
**Anti-pattern:** Insufficient contrast → users can't distinguish what's active
|
||||
|
||||
---
|
||||
|
||||
## Why Visual Encoding Hierarchy
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Not all visual encodings are equally effective for human perception - some enable precise comparisons, others make them nearly impossible.
|
||||
|
||||
**Cleveland & McGill's Hierarchy (most to least accurate):**
|
||||
1. Position along common scale (bar chart)
|
||||
2. Position along non-aligned scales
|
||||
3. Length
|
||||
4. Angle/slope
|
||||
5. Area
|
||||
6. Volume
|
||||
7. Color hue (categorical only)
|
||||
8. Color saturation
|
||||
|
||||
**Implications:**
|
||||
- Chart type choice directly determines user accuracy
|
||||
- Bar charts enable 5-10x more precise comparison than pie charts
|
||||
- Color hue has no inherent ordering (don't use for quantities)
|
||||
|
||||
**Mental model:** Human visual system is like a measurement tool - some encodings are precision instruments (position), others are crude estimates (area).
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Know
|
||||
|
||||
#### Task-Encoding Matching
|
||||
|
||||
**Match encoding to user task:**
|
||||
- **Compare values:** Bar chart (position/length 5-10x more accurate than pie angle/area)
|
||||
- **See trend:** Line chart (continuous line shows temporal progression, slope changes visible)
|
||||
- **Understand distribution:** Histogram/box plot (shape visible, outliers apparent)
|
||||
- **Part-to-whole:** Stacked bar/treemap (avoid pie >5 slices - angles hard to judge)
|
||||
- **Find outliers/clusters:** Scatterplot (2D position enables pattern detection)
|
||||
|
||||
---
|
||||
|
||||
#### Color Encoding Rules
|
||||
|
||||
- **Categorical:** Distinct hues (red, blue, green). Limit 5-7 categories. Hue lacks ordering.
|
||||
- **Quantitative:** Lightness gradient (light→dark). Avoid rainbow (misleading peaks). Darkness = more.
|
||||
- **Diverging:** Two-hue gradient through neutral (blue←gray→orange). Shows direction/magnitude.
|
||||
- **Accessible:** Redundant coding (color + icon + label). 8% males colorblind.
|
||||
|
||||
---
|
||||
|
||||
#### Perceptually Uniform Colormaps
|
||||
|
||||
**Problem:** Rainbow spectrum has non-uniform perceptual steps - equal data differences don't produce equal perceived color differences. Can hide or exaggerate patterns.
|
||||
|
||||
**Solution:** Use perceptually uniform colormaps:
|
||||
- **Viridis** (yellow→green→blue)
|
||||
- **Magma** (purple→red→yellow)
|
||||
- **Plasma** (purple→orange→yellow)
|
||||
|
||||
**Why:** Equal data steps = equal perceived color steps = honest representation
|
||||
|
||||
**Application:** Any heatmap, choropleth map, or continuous quantitative color scale
|
||||
|
||||
---
|
||||
|
||||
## Why Mental Models & Mapping
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Users approach interfaces with preconceived notions (mental models) from past experiences. Designs that violate these models require re-learning and cause confusion.
|
||||
|
||||
**Implications:**
|
||||
- Familiarity reduces cognitive load (System 1 processing)
|
||||
- Deviation from standards forces conscious thought (System 2 processing)
|
||||
- Consistent patterns become automatic
|
||||
- Natural mappings feel intuitive
|
||||
|
||||
**Mental model:** Like driving a car - once you've learned, you don't consciously think about pedals. New car with reversed pedals would be dangerous because it violates your mental model.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Know
|
||||
|
||||
#### Mental Models (User Expectations)
|
||||
|
||||
**Definition:** Internal representations of how things work based on prior experience and analogy.
|
||||
|
||||
**Sources:**
|
||||
- **Platform conventions:** iOS vs Android interaction patterns
|
||||
- **Cultural patterns:** Left-to-right reading in Western contexts
|
||||
- **Physical world:** Skeuomorphic metaphors (trash can for delete)
|
||||
- **Other applications:** "Most apps work this way" (Jakob's Law)
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Use standard UI patterns to leverage existing mental models:
|
||||
- Hamburger menu for navigation (mobile)
|
||||
- Magnifying glass for search
|
||||
- Shopping cart for e-commerce
|
||||
- Standard keyboard shortcuts (Ctrl+C/V)
|
||||
```
|
||||
|
||||
**When to deviate:** Only when standard pattern demonstrably fails for your use case AND you provide clear onboarding
|
||||
|
||||
**Example:** File system trash can - users understand "throw away to delete" from physical world metaphor
|
||||
|
||||
---
|
||||
|
||||
#### Affordances & Signifiers
|
||||
|
||||
**Affordance:** Properties suggesting how to interact (button affords clicking, slider affords dragging)
|
||||
|
||||
**Signifier:** Visual cues indicating affordance (button looks raised/has shadow to signal "press me")
|
||||
|
||||
**Application Rule:**
|
||||
```
|
||||
Design controls to signal their function:
|
||||
- Buttons: raised appearance, hover state, cursor change
|
||||
- Text inputs: rectangular field with border, cursor appears on click
|
||||
- Sliders: handle that looks draggable
|
||||
- Links: underlined or colored text, cursor changes to pointer
|
||||
```
|
||||
|
||||
**Example:** Flat button vs raised button - raised appearance signals "I'm interactive" without user experimentation
|
||||
|
||||
**Anti-pattern:** Everything looks flat and identical → user must experiment to discover what's clickable
|
||||
|
||||
---
|
||||
|
||||
#### Natural Mapping
|
||||
|
||||
**Definition:** Relationship between controls and effects that mirrors spatial/conceptual relationships in intuitive way.
|
||||
|
||||
**Application Patterns:**
|
||||
- **Spatial:** Stove knob layout mirrors burner layout (front-left knob → front-left burner)
|
||||
- **Directional:** Volume up = move up, zoom in = pinch outward, scroll down = swipe up (matches physical)
|
||||
- **Conceptual:** Green = go/good/success, Red = stop/bad/error (culturally learned, widely understood)
|
||||
|
||||
**Rule:** Align control layout/direction with effect for instant comprehension
|
||||
|
||||
---
|
||||
|
||||
## Application: Putting Foundations Together
|
||||
|
||||
### Dashboard Design Example
|
||||
|
||||
**Problem:** 20 equal-weight metrics → cognitive overload
|
||||
|
||||
**Applied Principles:**
|
||||
- **Attention:** 3-4 primary KPIs top-left (large), smaller secondary below, red for violations only
|
||||
- **Memory:** Group into 3-4 panels (Traffic, Conversions, Errors) = fits 4±1 chunks
|
||||
- **Gestalt:** Proximity (related metrics within panel), similarity (consistent colors), whitespace (panel separation)
|
||||
- **Encoding:** Bar charts (comparisons), line charts (trends), avoid pies (poor angle perception)
|
||||
- **Mental Models:** Standard chart types, conventional axes (time left-to-right), familiar icons + labels
|
||||
|
||||
**Result:** 5-second comprehension vs 60-second confusion
|
||||
|
||||
---
|
||||
|
||||
### Form Wizard Example
|
||||
|
||||
**Problem:** 30-field form → 60% abandonment
|
||||
|
||||
**Applied Principles:**
|
||||
- **Attention:** 4 steps revealed gradually, current step prominent
|
||||
- **Memory:** 4-6 fields per step (fits 4±1 capacity), progress indicator visible (externalizes state)
|
||||
- **Gestalt:** Related fields grouped (name, address), whitespace between groups
|
||||
- **Recognition over Recall:** Show step names ("Personal Info" → "Account" → "Preferences" → "Review"), display entered info in review, enable back navigation
|
||||
- **Natural Mapping:** Linear flow left-to-right/top-to-bottom, "Next" button bottom-right consistently
|
||||
|
||||
**Result:** 75% completion, faster task time
|
||||
497
skills/cognitive-design/resources/data-visualization.md
Normal file
497
skills/cognitive-design/resources/data-visualization.md
Normal file
@@ -0,0 +1,497 @@
|
||||
# Data Visualization
|
||||
|
||||
This resource provides cognitive design principles specifically for charts, dashboards, and data-driven presentations.
|
||||
|
||||
**Covered topics:**
|
||||
1. Chart selection via task-encoding alignment
|
||||
2. Dashboard hierarchy and grouping
|
||||
3. Progressive disclosure for interactive exploration
|
||||
4. Narrative data visualization
|
||||
|
||||
---
|
||||
|
||||
## Why Data Visualization Needs Cognitive Design
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Data visualization is cognitive communication - the goal is insight transfer from data to human understanding. Success requires matching visual encodings to human perceptual strengths.
|
||||
|
||||
**Common problems:**
|
||||
- Wrong chart type chosen (pie when bar would be clearer)
|
||||
- Dashboards overwhelming users with too many metrics
|
||||
- Interactive tools causing anxiety (users fear getting lost)
|
||||
- Data stories lacking clear narrative guidance
|
||||
|
||||
**How cognitive principles help:**
|
||||
- Choose encodings that exploit perceptual accuracy (Cleveland & McGill hierarchy)
|
||||
- Design dashboards within working memory limits (chunking, hierarchy)
|
||||
- Structure exploration to reduce cognitive load (progressive disclosure, visible state)
|
||||
- Guide interpretation through annotations and narrative flow
|
||||
|
||||
**Mental model:** Data visualization is a translation problem - translating abstract data into visual form that human perception can process efficiently.
|
||||
|
||||
---
|
||||
|
||||
## What You'll Learn
|
||||
|
||||
**Four key areas:**
|
||||
|
||||
1. **Chart Selection:** Match visualization type to user task and perceptual capabilities
|
||||
2. **Dashboard Design:** Organize multiple visualizations for at-a-glance comprehension
|
||||
3. **Interactive Exploration:** Enable data investigation without overwhelming or losing users
|
||||
4. **Narrative Visualization:** Tell data stories with clear flow and guided interpretation
|
||||
|
||||
---
|
||||
|
||||
## Why Chart Selection Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Not all visual encodings serve all tasks equally well - position/length enable 5-10x more accurate comparison than angle/area.
|
||||
|
||||
**Cleveland & McGill's Perceptual Hierarchy (most to least accurate):**
|
||||
1. Position along common scale
|
||||
2. Position along non-aligned scales
|
||||
3. Length
|
||||
4. Angle/Slope
|
||||
5. Area
|
||||
6. Volume
|
||||
7. Color hue
|
||||
8. Color saturation
|
||||
|
||||
**Implication:** Chart type choice directly determines user accuracy in extracting insights.
|
||||
|
||||
**Mental model:** Different charts are tools for different jobs - bar chart is like precision calipers (accurate comparison), pie chart is like eyeballing (rough proportion sense).
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Task-to-Chart Mapping
|
||||
|
||||
**User Task: Compare Values**
|
||||
|
||||
**Best choice:** Bar chart (horizontal or vertical)
|
||||
- **Why:** Position/length encoding (top of hierarchy)
|
||||
- **Enables:** Precise magnitude comparison, easy ranking
|
||||
- **Example:** Comparing sales across 6 regions
|
||||
|
||||
**Avoid:** Pie chart
|
||||
- **Why:** Angle/area encoding (lower accuracy)
|
||||
- **Problem:** Difficult to judge which slice is larger when differences are subtle
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
For precise comparison → bar chart with common baseline
|
||||
Sort descending for easy ranking
|
||||
Add data labels for exact values (dual coding)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**User Task: Show Trend Over Time**
|
||||
|
||||
**Best choice:** Line chart
|
||||
- **Why:** Position along time axis shows progression naturally
|
||||
- **Enables:** Pattern detection (rising, falling, cyclical), slope perception
|
||||
- **Example:** Monthly revenue over 2 years
|
||||
|
||||
**Avoid:** Bar chart for trends (acceptable but line is clearer), stacked area (hard to compare non-bottom series)
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
Time always on x-axis (left to right)
|
||||
Use line for continuous data, bar for discrete periods
|
||||
Limit to 5-7 lines max (more becomes tangled mess)
|
||||
Annotate significant events ("Product launch Q2")
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**User Task: Understand Distribution**
|
||||
|
||||
**Best choice:** Histogram or box plot
|
||||
- **Why:** Shows shape (normal, skewed, bimodal), spread, outliers
|
||||
- **Enables:** Pattern recognition (is data normally distributed?), outlier identification
|
||||
- **Example:** Distribution of customer order values
|
||||
|
||||
**Avoid:** Pie charts (can't show distribution), bar charts of individual values (too granular)
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
Histogram: Choose appropriate bin width (too narrow = noise, too wide = hide patterns)
|
||||
Box plot: Shows median, quartiles, outliers clearly
|
||||
Include sample size in label for context
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**User Task: Show Part-to-Whole Relationship**
|
||||
|
||||
**Acceptable choice:** Pie chart (BUT only if ≤5 slices and differences clear)
|
||||
- **Why:** Circular metaphor intuitive for "whole"
|
||||
- **Limitations:** Hard to judge angles, tiny slices unreadable
|
||||
|
||||
**Better choice:** Stacked bar chart or treemap
|
||||
- **Why:** Position/length still more accurate than angle
|
||||
- **Enables:** Easier comparison of parts
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
If using pie: ≤5 slices, sort descending, label percentages directly
|
||||
Better: Stacked bar (compare lengths) or treemap (hierarchical parts)
|
||||
Always ask: "Do users need precise comparison?" → If yes, avoid pie
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**User Task: Find Outliers or Clusters**
|
||||
|
||||
**Best choice:** Scatterplot
|
||||
- **Why:** 2D position enables pattern detection, outliers pop out preattentively
|
||||
- **Enables:** Correlation visualization, cluster identification
|
||||
- **Example:** Relationship between marketing spend and revenue by product
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
Add trend line if correlation expected
|
||||
Use color/shape for categorical third variable (max 5-7 categories)
|
||||
Label outliers with annotations
|
||||
Consider log scale if data spans orders of magnitude
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**User Task: Compare Multiple Variables**
|
||||
|
||||
**Best choice:** Small multiples (repeated chart structure)
|
||||
- **Why:** Consistent structure enables pattern comparison across conditions
|
||||
- **Enables:** Seeing how patterns change by category
|
||||
- **Example:** Monthly sales trends for each product category (separate line chart per category)
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
Keep axes consistent across multiples for fair comparison
|
||||
Arrange in logical order (by average, alphabetically, geographically)
|
||||
Limit to 6-12 multiples (more requires pagination)
|
||||
Highlight one for focus if needed
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Dashboard Design Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Dashboards combine many visualizations competing for limited attention - without clear hierarchy and grouping, users experience cognitive overload.
|
||||
|
||||
**Problems dashboards solve:**
|
||||
- At-a-glance status monitoring
|
||||
- Quick decision-making
|
||||
- Pattern detection across metrics
|
||||
|
||||
**Cognitive challenges:**
|
||||
- Information density overwhelming working memory
|
||||
- No clear entry point (where to look first?)
|
||||
- Related metrics not visually grouped
|
||||
- Excessive scrolling breaks mental model
|
||||
|
||||
**Mental model:** Dashboard is like airplane cockpit - instruments grouped by system, critical alerts preattentively salient, most important gauges in pilot's direct view.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Visual Hierarchy for Dashboards
|
||||
|
||||
**Principle:** Establish clear focal point with size, position, and contrast
|
||||
|
||||
**Application pattern:**
|
||||
|
||||
**Primary KPIs (3-4 max):**
|
||||
```
|
||||
- Position: Top-left (F-pattern start)
|
||||
- Size: Large numbers (36-48px)
|
||||
- Style: Bold, high contrast
|
||||
- Purpose: "What's the current status?" answered in 5 seconds
|
||||
```
|
||||
|
||||
**Secondary Metrics (5-10):**
|
||||
```
|
||||
- Position: Below or right of primary KPIs
|
||||
- Size: Medium (18-24px)
|
||||
- Grouping: Clustered by relationship (all conversion metrics together)
|
||||
- Purpose: Supporting detail for primary KPIs
|
||||
```
|
||||
|
||||
**Tertiary/Details:**
|
||||
```
|
||||
- Position: Lower sections or drill-down
|
||||
- Size: Smaller (12-16px)
|
||||
- Access: Details on demand (click to expand)
|
||||
- Purpose: Deep investigation, not monitoring
|
||||
```
|
||||
|
||||
**Example:** E-commerce dashboard - Primary KPIs top-left (revenue, conversion, users), secondary metrics mid (channels, products), tertiary bottom (details, history).
|
||||
|
||||
---
|
||||
|
||||
#### Gestalt Grouping for Clarity
|
||||
|
||||
**Principle:** Use proximity, similarity, and whitespace to show relationships
|
||||
|
||||
**Proximity:** Related metrics close, unrelated separated by whitespace
|
||||
**Similarity:** Consistent styling (same charts styled same way, color encoding consistent)
|
||||
**Example:** Traffic panel (sessions, pageviews, bounce), Conversion panel (rate, revenue, AOV) separated by whitespace, red for errors throughout
|
||||
|
||||
---
|
||||
|
||||
#### Chunking for Working Memory
|
||||
|
||||
**Principle:** Limit concurrent visualizations to 4±1 major groups
|
||||
|
||||
**Application rule:** Group >15 metrics into 3-5 categories, each with 3-5 metrics max = 9-25 metrics organized into 4±1 chunks (fits working memory).
|
||||
|
||||
---
|
||||
|
||||
#### Preattentive Salience for Alerts
|
||||
|
||||
**Principle:** Use red color ONLY for threshold violations requiring immediate action
|
||||
|
||||
**Application rule:** Normal = gray, alert = red (critical only). Avoid red for all negatives (causes alert fatigue). Example: Revenue down 2% = gray, down 15% = red threshold violation.
|
||||
|
||||
---
|
||||
|
||||
#### Data-Ink Ratio Maximization
|
||||
|
||||
**Principle:** Remove decorative elements; maximize ink showing actual data
|
||||
|
||||
**Remove:** Heavy gridlines, 3D effects, gradients, excessive decimals, decorative icons, chart borders
|
||||
**Keep:** Data (points/lines/bars), minimal axes, direct labels, meaningful annotations
|
||||
|
||||
---
|
||||
|
||||
## Why Progressive Disclosure Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Users fear getting lost in complex data exploration - progressive disclosure (overview first, zoom/filter, then details) provides safety net and reduces cognitive load.
|
||||
|
||||
**Shneiderman's Mantra:** "Overview first, zoom and filter, then details on demand"
|
||||
|
||||
**Benefits:**
|
||||
- Reduces initial cognitive load (don't show everything at once)
|
||||
- Provides context before detail (prevents disorientation)
|
||||
- Enables personalized investigation (users drill into what they care about)
|
||||
- Lowers anxiety (visible state shows "where am I", undo provides safety)
|
||||
|
||||
**Mental model:** Like Google Maps - start with full map view (overview), zoom to neighborhood (filter), click building for details (details on demand).
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Overview Level
|
||||
|
||||
**Purpose:** Provide context and entry point
|
||||
|
||||
**Design principles:**
|
||||
```
|
||||
Show: Overall pattern, main trends, big picture
|
||||
Hide: Granular details, outliers (show in drill-down)
|
||||
Enable: Quick understanding of "what's the story here?"
|
||||
```
|
||||
|
||||
**Example:**
|
||||
```
|
||||
Sales Dashboard Overview:
|
||||
- Total sales number (aggregated)
|
||||
- Trend line (last 90 days)
|
||||
- Top 3 performing regions (summary)
|
||||
User understands: "Sales are up 12% this quarter, West region leading"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Filter/Zoom Level
|
||||
|
||||
**Purpose:** Focus on subset of interest
|
||||
|
||||
**Design principles:**
|
||||
```
|
||||
Show: Filtered results clearly
|
||||
Externalize: Active filters as visible chips/tags (recognition, not recall)
|
||||
Enable: Easy modification (click chip to remove filter)
|
||||
Provide: Clear "Reset all filters" option
|
||||
```
|
||||
|
||||
**Example:**
|
||||
```
|
||||
User clicks "West region" from overview:
|
||||
- Dashboard updates to show only West region data
|
||||
- Visible chip at top: "Region: West" with X to remove
|
||||
- Breadcrumb: "All Regions > West"
|
||||
- "Reset" button returns to overview
|
||||
User sees: "I'm viewing West region data, can easily get back"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Details on Demand Level
|
||||
|
||||
**Purpose:** Reveal specifics only when needed
|
||||
|
||||
**Design principles:**
|
||||
```
|
||||
Trigger: Hover, click, or expand action (not visible by default)
|
||||
Show: Granular data, additional metrics, raw numbers
|
||||
Position: Tooltip, modal, or expandable section (doesn't disrupt main view)
|
||||
```
|
||||
|
||||
**Example:**
|
||||
```
|
||||
User hovers over data point on trend line:
|
||||
- Tooltip appears: "June 15, 2024: $45,234 sales, 234 orders, $193 AOV"
|
||||
- User moves mouse away: Tooltip disappears
|
||||
- Main chart unchanged (not cluttered with all this detail by default)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### State Visibility
|
||||
|
||||
**Principle:** Always show current navigation state - don't make users remember
|
||||
|
||||
**Critical state to externalize:**
|
||||
```
|
||||
✓ Active filters (as removable chips)
|
||||
✓ Current zoom level or time range
|
||||
✓ Drilled-down path (breadcrumbs)
|
||||
✓ Sorting/grouping applied
|
||||
✓ Comparison baseline (if comparing to previous period)
|
||||
```
|
||||
|
||||
**Example implementation:**
|
||||
```
|
||||
Dashboard header always shows:
|
||||
- Time range: "Last 30 days" (clickable to change)
|
||||
- Filters: [Region: West] [Product: Widget] (each with X to remove)
|
||||
- Comparison: "vs. previous 30 days" (toggle on/off)
|
||||
- Breadcrumb: "Overview > West > Widget Sales"
|
||||
|
||||
User never wonders: "What am I looking at? How did I get here?"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Narrative Visualization Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** People naturally seek stories with cause-effect and chronology - structuring data as narrative chunks information meaningfully and aids retention.
|
||||
|
||||
**Benefits of narrative structure:**
|
||||
- Easier to process (story arc vs heap of facts)
|
||||
- Better retention (narrative = memorable)
|
||||
- Guided interpretation (annotations prevent misunderstanding)
|
||||
- Emotional engagement (storytelling activates empathy)
|
||||
|
||||
**Mental model:** Data journalism isn't a data dump - it's a guided tour where the designer leads readers to insights.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Narrative Structure
|
||||
|
||||
**Classic arc:** Context → Problem/Question → Data/Evidence → Resolution/Insight
|
||||
|
||||
**Application to visualization:**
|
||||
|
||||
**Context (What's the situation?):**
|
||||
```
|
||||
- Title that sets stage: "U.S. Solar Energy Adoption 2010-2024"
|
||||
- Subtitle: "How policy changes drove growth"
|
||||
- Brief intro text or annotation providing background
|
||||
```
|
||||
|
||||
**Problem/Question (What are we investigating?):**
|
||||
```
|
||||
- Visual question posed: "Did tax incentives accelerate adoption?"
|
||||
- Annotation highlighting the question point on chart
|
||||
```
|
||||
|
||||
**Data/Evidence (What does data show?):**
|
||||
```
|
||||
- Chart showing trend with clear inflection point
|
||||
- Annotation: "Tax credit introduced 2015" with arrow to spike
|
||||
- Supporting data: % increase after policy vs before
|
||||
```
|
||||
|
||||
**Resolution/Insight (What did we learn?):**
|
||||
```
|
||||
- Conclusion annotation: "Adoption rate tripled post-incentive"
|
||||
- Implications: "States with stronger incentives saw faster growth"
|
||||
- Call-to-action or next question (optional)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Annotation Strategy
|
||||
|
||||
**Principle:** Guide attention to key insights; prevent misinterpretation
|
||||
|
||||
**Types of annotations:**
|
||||
|
||||
**Callout boxes:**
|
||||
```
|
||||
Purpose: Highlight main insight
|
||||
Position: Near relevant data point
|
||||
Style: Contrasting color or background
|
||||
Content: 1-2 sentences max ("Sales spiked 45% after campaign launch")
|
||||
```
|
||||
|
||||
**Arrows/Lines:**
|
||||
```
|
||||
Purpose: Connect explanation to data
|
||||
Use: Point from text to specific data element
|
||||
Example: Arrow from "Product launch" text to spike in line chart
|
||||
```
|
||||
|
||||
**Shaded regions:**
|
||||
```
|
||||
Purpose: Mark time periods or ranges
|
||||
Use: Highlight recession periods, policy changes, events
|
||||
Example: Gray shaded region "COVID-19 lockdown Mar-May 2020"
|
||||
```
|
||||
|
||||
**Direct labels:**
|
||||
```
|
||||
Purpose: Replace legend lookups
|
||||
Use: Label lines/bars directly instead of requiring legend
|
||||
Example: Line chart with "North region" text next to the line (not legend box)
|
||||
```
|
||||
|
||||
**Application rule:**
|
||||
```
|
||||
Annotate: Main insight (what users should notice)
|
||||
Annotate: Unusual events (explain outliers/anomalies)
|
||||
Don't annotate: Obvious patterns (if trend is clear, don't state "going up")
|
||||
Test: Can user grasp message without annotations? If not, add guidance
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Scrollytelling
|
||||
|
||||
**Definition:** Visualization that updates or highlights aspects as user scrolls
|
||||
|
||||
**Benefits:**
|
||||
- Maintains context (chart stays visible while story progresses)
|
||||
- Reveals complexity gradually (progressive disclosure in narrative form)
|
||||
- Engaging (interactive storytelling)
|
||||
|
||||
**Application pattern:**
|
||||
|
||||
**Example progression:** Start with full context (0%) → Highlight specific periods as user scrolls (33%, 66%) → End with full picture + projection (100%). Chart stays visible, smooth transitions, user can scroll back, provide skip option.
|
||||
|
||||
424
skills/cognitive-design/resources/educational-design.md
Normal file
424
skills/cognitive-design/resources/educational-design.md
Normal file
@@ -0,0 +1,424 @@
|
||||
# Educational Design
|
||||
|
||||
This resource provides cognitive design principles for instructional materials, e-learning courses, and educational software.
|
||||
|
||||
**Covered topics:**
|
||||
1. Multimedia learning principles (Mayer's principles)
|
||||
2. Dual coding theory
|
||||
3. Worked examples for skill acquisition
|
||||
4. Retrieval practice for retention
|
||||
5. Segmenting and coherence
|
||||
|
||||
---
|
||||
|
||||
## Why Educational Design Needs Cognitive Principles
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Human learning is constrained by working memory limits and processing channels - instructional design must align with these cognitive realities.
|
||||
|
||||
**Common problems:**
|
||||
- Dense slides with text paragraphs + complex diagrams (split attention)
|
||||
- Passive reading/watching (weak memory traces)
|
||||
- Decorative graphics competing with instructional content
|
||||
- Information overload (exceeds working memory)
|
||||
- No active recall opportunities (retrieval practice missing)
|
||||
|
||||
**How cognitive principles help:**
|
||||
- **Dual coding:** Combine relevant visuals + words (two memory traces)
|
||||
- **Modalities principle:** Audio narration + visuals (splits load across channels)
|
||||
- **Coherence:** Remove extraneous content (frees working memory)
|
||||
- **Segmenting:** Break into chunks (fits working memory)
|
||||
- **Retrieval practice:** Active recall strengthens retention
|
||||
|
||||
**Research foundation:** Richard Mayer's multimedia learning principles, John Sweller's cognitive load theory, Paivio's dual coding theory
|
||||
|
||||
---
|
||||
|
||||
## What You'll Learn
|
||||
|
||||
**Five key areas:**
|
||||
|
||||
1. **Multimedia Principles:** How to combine words, pictures, and audio effectively
|
||||
2. **Dual Coding:** Leveraging visual and verbal processing channels
|
||||
3. **Worked Examples:** Teaching complex procedures efficiently
|
||||
4. **Retrieval Practice:** Active recall for long-term retention
|
||||
5. **Segmenting & Coherence:** Chunking content and removing noise
|
||||
|
||||
---
|
||||
|
||||
## Why Multimedia Principles Matter
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** People have separate processing channels for visual and verbal information (Baddeley's working memory model) - proper multimedia design leverages both without overloading either.
|
||||
|
||||
**Baddeley's Model:**
|
||||
- **Phonological loop:** Processes spoken/written words
|
||||
- **Visuospatial sketchpad:** Processes images/spatial information
|
||||
- **Central executive:** Coordinates both channels
|
||||
|
||||
**Implication:** You can split cognitive load across channels, but wrong combinations cause interference.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Multimedia Principle
|
||||
|
||||
**Principle:** People learn better from words + pictures than words alone
|
||||
|
||||
**Evidence:** Dual coding creates two memory traces instead of one (Paivio 1971, Mayer 2001)
|
||||
|
||||
**Application:**
|
||||
```
|
||||
❌ Text-only explanation of process
|
||||
✓ Diagram showing process + text labels
|
||||
✓ Video demonstrating concept + verbal explanation
|
||||
|
||||
Example: Teaching how heart pumps blood
|
||||
❌ Text description only
|
||||
✓ Animated diagram of heart + narration
|
||||
Result: 50-100% better retention with multimedia
|
||||
```
|
||||
|
||||
**Caution:** Pictures must be RELEVANT to content
|
||||
```
|
||||
❌ Decorative stock photo of "learning" (generic student at desk)
|
||||
✓ Annotated diagram directly supporting concept
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Modality Principle
|
||||
|
||||
**Principle:** Audio narration + visuals better than on-screen text + visuals
|
||||
|
||||
**Why:** On-screen text + complex visual both compete for visual channel (overload)
|
||||
|
||||
**Application:**
|
||||
```
|
||||
For animations or complex diagrams:
|
||||
❌ Dense on-screen text + diagram (visual channel overloaded)
|
||||
✓ Audio narration + diagram (splits load across channels)
|
||||
|
||||
Example: Explaining software interface
|
||||
❌ Screenshot with text callouts explaining every feature
|
||||
✓ Screenshot + voiceover explaining each feature
|
||||
Result: Reduces cognitive load, improves comprehension
|
||||
```
|
||||
|
||||
**Exception:** For static text-heavy content (articles, code), on-screen text is fine
|
||||
- Reader controls pace
|
||||
- Can re-read as needed
|
||||
- Narration unnecessary
|
||||
|
||||
---
|
||||
|
||||
#### Spatial Contiguity Principle
|
||||
|
||||
**Principle:** Place text near corresponding graphics, not separated
|
||||
|
||||
**Why:** Prevents holding one in memory while searching for the other (split attention)
|
||||
|
||||
**Application:**
|
||||
```
|
||||
Diagram with labels:
|
||||
❌ Diagram on left, labels in legend/list on right (requires visual search + memory)
|
||||
✓ Labels directly ON or immediately adjacent to diagram parts
|
||||
|
||||
Example: Anatomy diagram
|
||||
❌ Numbered diagram + separate key (1. Heart, 2. Lungs...)
|
||||
✓ Direct labels on organs + leader lines
|
||||
Result: Instant association, no memory burden
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Temporal Contiguity Principle
|
||||
|
||||
**Principle:** Present corresponding narration and animation simultaneously, not sequentially
|
||||
|
||||
**Why:** Holding one in memory while waiting for the other adds cognitive load
|
||||
|
||||
**Application:**
|
||||
```
|
||||
Video lesson:
|
||||
❌ Show full animation, then explain what happened (requires remembering animation)
|
||||
✓ Narrate while animation plays (synchronized)
|
||||
|
||||
Example: Chemistry reaction
|
||||
❌ Play full reaction animation → then explain
|
||||
✓ Narrate each step as it's happening
|
||||
Result: Immediate connection between visual and explanation
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Coherence Principle
|
||||
|
||||
**Principle:** Exclude extraneous material - every element should support learning goal
|
||||
|
||||
**What to remove:**
|
||||
```
|
||||
❌ Decorative graphics unrelated to content
|
||||
❌ Background music during instruction
|
||||
❌ Tangential interesting stories (if they don't support main point)
|
||||
❌ Excessive detail beyond learning objective
|
||||
|
||||
✓ Keep: Relevant diagrams, supporting examples, meaningful practice
|
||||
```
|
||||
|
||||
**Application:**
|
||||
```
|
||||
Slide design:
|
||||
Before (violates coherence):
|
||||
- Stock photo of "teamwork" (decorative)
|
||||
- Background music playing
|
||||
- Tangent about company history
|
||||
- Dense paragraph with extra details
|
||||
→ Cognitive overload from extraneous content
|
||||
|
||||
After (coherent):
|
||||
- Diagram directly illustrating concept
|
||||
- No background music
|
||||
- Focus only on learning objective
|
||||
- Concise explanation
|
||||
→ All working memory devoted to learning
|
||||
```
|
||||
|
||||
**Evidence:** Extraneous content can reduce learning by 30-50% (Mayer)
|
||||
|
||||
---
|
||||
|
||||
#### Signaling Principle
|
||||
|
||||
**Principle:** Highlight essential material to guide attention
|
||||
|
||||
**Application:**
|
||||
```
|
||||
✓ Bold key terms first time introduced
|
||||
✓ Headings/subheadings show structure
|
||||
✓ Arrows/circles on diagrams highlighting key elements
|
||||
✓ Verbal cues: "The most important point is..."
|
||||
✓ Color highlighting for critical information (use sparingly)
|
||||
|
||||
Example: Complex diagram
|
||||
Without signaling: User must determine what's important
|
||||
With signaling: Arrows point to key mechanism, key part highlighted
|
||||
Result: Attention directed to essentials
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Segmenting Principle
|
||||
|
||||
**Principle:** Break lessons into user-paced segments rather than continuous presentation
|
||||
|
||||
**Why:** Fits working memory limits, allows consolidation before next chunk
|
||||
|
||||
**Application:**
|
||||
```
|
||||
❌ 30-minute continuous lecture video (cognitive overload)
|
||||
✓ 6 segments × 5 minutes each, user clicks "Next" to continue
|
||||
|
||||
Benefits:
|
||||
- Fits attention span
|
||||
- User controls pace (can pause/replay)
|
||||
- Breaks between segments allow consolidation
|
||||
- Can skip ahead if already know topic
|
||||
```
|
||||
|
||||
**Optimal segment length:** 3-7 minutes per concept
|
||||
|
||||
---
|
||||
|
||||
## Why Dual Coding Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Dual Coding Theory (Paivio):** Humans process visual and verbal information through separate channels that can reinforce each other.
|
||||
|
||||
**Benefits:**
|
||||
- Two memory traces instead of one (redundancy aids recall)
|
||||
- Visual channel good for spatial/concrete concepts
|
||||
- Verbal channel good for abstract/sequential concepts
|
||||
- Combined = stronger encoding
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
**Application patterns:**
|
||||
|
||||
**Text + Diagram:**
|
||||
```
|
||||
Example: Explaining data structure
|
||||
✓ Code snippet (verbal) + visual diagram of structure
|
||||
Result: Can recall via either channel
|
||||
```
|
||||
|
||||
**Narration + Illustration:**
|
||||
```
|
||||
Example: Historical event
|
||||
✓ Illustrated timeline + audio story
|
||||
Result: Visual spatial memory + verbal narrative memory
|
||||
```
|
||||
|
||||
**Caution - Avoid Redundant Text:**
|
||||
```
|
||||
❌ On-screen text identical to audio narration (doesn't add channel, just duplicates)
|
||||
✓ On-screen keywords/outline + audio detailed explanation
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Worked Examples Matter
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** For novices learning procedures, worked examples reduce extraneous cognitive load and allow focus on solution patterns.
|
||||
|
||||
**Problem-solving (novice):**
|
||||
- High cognitive load (exploring solution space)
|
||||
- Many wrong paths taken
|
||||
- Limited capacity for noticing patterns
|
||||
|
||||
**Worked example (novice):**
|
||||
- Low extraneous load (no exploring)
|
||||
- All capacity devoted to understanding steps
|
||||
- Can study solution pattern
|
||||
|
||||
**Application:** Transition from worked examples → partially completed examples → full problems
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
**Worked Example Structure:**
|
||||
|
||||
```
|
||||
Step 1: Problem statement
|
||||
Step 2: Solution shown with explanation of each step
|
||||
Step 3: Principle highlighted: "Notice how we..."
|
||||
|
||||
Example: Math problem
|
||||
Instead of: "Solve this equation: 3x + 7 = 19"
|
||||
Better:
|
||||
Problem: 3x + 7 = 19
|
||||
Solution:
|
||||
3x + 7 = 19
|
||||
3x = 12 (subtract 7 from both sides - inverse operation)
|
||||
x = 4 (divide both sides by 3 - inverse operation)
|
||||
Principle: Use inverse operations to isolate variable
|
||||
```
|
||||
|
||||
**Fading:**
|
||||
```
|
||||
Start: Full worked example
|
||||
Next: Partially worked (complete last step)
|
||||
Then: Start provided, learner completes middle + end
|
||||
Finally: Full problem-solving
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Retrieval Practice Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Testing effect:** Practicing retrieval (active recall) creates stronger memory traces than passive re-reading.
|
||||
|
||||
**Evidence:** Retrieval practice improves long-term retention by 30-50% vs passive study (Roediger & Karpicke)
|
||||
|
||||
**Why it works:**
|
||||
- Active recall strengthens memory pathways
|
||||
- Identifies gaps in knowledge (metacognitive benefit)
|
||||
- Desirable difficulty (requires effort = better encoding)
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
**Application patterns:**
|
||||
|
||||
**Embedded quizzes:**
|
||||
```
|
||||
After each segment: 2-3 questions testing key concepts
|
||||
✓ Multiple choice (forces retrieval)
|
||||
✓ Short answer (even better - must generate answer)
|
||||
✓ Immediate explanatory feedback (not just "correct/incorrect")
|
||||
|
||||
Example:
|
||||
After video on Gestalt principles:
|
||||
Q: "Which principle explains why we see related items as grouped when they're placed close together?"
|
||||
A: Proximity principle
|
||||
Feedback: "Correct! Proximity is the tendency to group nearby elements. This is why we use whitespace to separate unrelated content."
|
||||
```
|
||||
|
||||
**Spaced repetition:**
|
||||
```
|
||||
Immediate: Quiz at end of lesson
|
||||
1 day later: Review quiz
|
||||
1 week later: Cumulative quiz
|
||||
1 month later: Final assessment
|
||||
|
||||
Spacing effect: Distributed practice beats massed practice
|
||||
```
|
||||
|
||||
**Low-stakes practice:**
|
||||
```
|
||||
✓ Formative quizzes don't count toward grade (reduces anxiety)
|
||||
✓ Unlimited attempts (learning goal, not evaluation)
|
||||
✓ Explanatory feedback (teaching moment)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Segmenting & Coherence Matter
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Segmenting:** Prevents cognitive overload by chunking within working memory limits
|
||||
|
||||
**Coherence:** Eliminates extraneous load so all capacity devoted to learning
|
||||
|
||||
**Together:** Essential for managing cognitive load in complex material
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
**Segmenting strategies:**
|
||||
|
||||
```
|
||||
30-minute topic divided into:
|
||||
- Segment 1 (5 min): Concept introduction + first example
|
||||
- Pause (user clicks next)
|
||||
- Segment 2 (5 min): Second example + principle
|
||||
- Pause
|
||||
- Segment 3 (5 min): Practice problem
|
||||
- Pause
|
||||
- Segment 4 (5 min): Application to real scenario
|
||||
- Pause
|
||||
- Segment 5 (5 min): Summary + quiz
|
||||
|
||||
Benefits: Working memory not overloaded, consolidation between segments
|
||||
```
|
||||
|
||||
**Coherence strategies:**
|
||||
|
||||
```
|
||||
Remove:
|
||||
❌ Decorative stock photos
|
||||
❌ Background music
|
||||
❌ Tangential fun facts (if they don't support learning objective)
|
||||
❌ Overly detailed explanations beyond scope
|
||||
|
||||
Keep:
|
||||
✓ Relevant diagrams supporting concept
|
||||
✓ Concrete examples illustrating principle
|
||||
✓ Practice problems applying knowledge
|
||||
✓ Summaries reinforcing key points
|
||||
```
|
||||
|
||||
83
skills/cognitive-design/resources/evaluation-rubric.json
Normal file
83
skills/cognitive-design/resources/evaluation-rubric.json
Normal file
@@ -0,0 +1,83 @@
|
||||
{
|
||||
"criteria": [
|
||||
{
|
||||
"name": "Completeness",
|
||||
"description": "Are all required components present and comprehensive?",
|
||||
"scores": {
|
||||
"1": "Major components missing - skill has significant gaps in coverage",
|
||||
"2": "Several important components missing or incomplete - limited utility",
|
||||
"3": "Core components present but some supporting elements missing - adequate coverage",
|
||||
"4": "Nearly complete with only minor gaps - good comprehensive coverage",
|
||||
"5": "Exceptionally complete - all core and supporting components present with depth"
|
||||
}
|
||||
},
|
||||
{
|
||||
"name": "Clarity",
|
||||
"description": "Are instructions clear, unambiguous, and easy to understand?",
|
||||
"scores": {
|
||||
"1": "Instructions confusing or ambiguous - difficult to follow",
|
||||
"2": "Some clarity but significant ambiguity remains - requires interpretation",
|
||||
"3": "Generally clear with occasional ambiguity - mostly understandable",
|
||||
"4": "Clear and well-explained with minimal ambiguity - easy to follow",
|
||||
"5": "Crystal clear with excellent explanations and examples - no ambiguity"
|
||||
}
|
||||
},
|
||||
{
|
||||
"name": "Actionability",
|
||||
"description": "Can the skill be followed step-by-step and applied in practice?",
|
||||
"scores": {
|
||||
"1": "Theoretical only - no actionable steps or practical guidance",
|
||||
"2": "Limited actionability - some steps but difficult to apply",
|
||||
"3": "Adequately actionable - can be followed with some effort",
|
||||
"4": "Highly actionable - clear steps and practical application guidance",
|
||||
"5": "Exceptionally actionable - detailed steps, examples, and immediate applicability"
|
||||
}
|
||||
},
|
||||
{
|
||||
"name": "Structure",
|
||||
"description": "Is the skill logically organized with clear navigation?",
|
||||
"scores": {
|
||||
"1": "Poorly organized - difficult to navigate, no clear structure",
|
||||
"2": "Weak organization - some structure but hard to find information",
|
||||
"3": "Adequately organized - logical structure, acceptable navigation",
|
||||
"4": "Well organized - clear structure and easy navigation",
|
||||
"5": "Exceptionally organized - intuitive structure, excellent navigation, linked resources"
|
||||
}
|
||||
},
|
||||
{
|
||||
"name": "Examples",
|
||||
"description": "Are sufficient concrete examples provided to illustrate concepts?",
|
||||
"scores": {
|
||||
"1": "No examples provided - purely theoretical",
|
||||
"2": "Minimal examples - insufficient to illustrate concepts clearly",
|
||||
"3": "Adequate examples - covers main concepts with at least one example each",
|
||||
"4": "Good examples - multiple concrete illustrations across most concepts",
|
||||
"5": "Excellent examples - comprehensive concrete illustrations for all major concepts"
|
||||
}
|
||||
},
|
||||
{
|
||||
"name": "Triggers",
|
||||
"description": "Is 'when to use' clearly defined with specific trigger conditions?",
|
||||
"scores": {
|
||||
"1": "No trigger conditions specified - unclear when to use",
|
||||
"2": "Vague triggers - difficult to know when skill applies",
|
||||
"3": "Adequate triggers - general guidance on when to use",
|
||||
"4": "Clear triggers - specific conditions and scenarios well-defined",
|
||||
"5": "Excellent triggers - comprehensive when/when-not guidance with concrete scenarios"
|
||||
}
|
||||
},
|
||||
{
|
||||
"name": "Cognitive Foundation",
|
||||
"description": "Are cognitive psychology principles well-explained and properly applied?",
|
||||
"scores": {
|
||||
"1": "No cognitive foundation - purely prescriptive rules without explanation",
|
||||
"2": "Weak cognitive foundation - limited explanation of underlying principles",
|
||||
"3": "Adequate cognitive foundation - basic principles explained",
|
||||
"4": "Strong cognitive foundation - principles well-explained with research backing",
|
||||
"5": "Exceptional cognitive foundation - deep principles, research citations, WHY clearly explained"
|
||||
}
|
||||
}
|
||||
],
|
||||
"threshold": 3.5,
|
||||
"passing_note": "Average score must be ≥ 3.5 for skill to be considered production-ready. Scores below 3 in any individual criterion require revision before deployment."
|
||||
}
|
||||
411
skills/cognitive-design/resources/evaluation-tools.md
Normal file
411
skills/cognitive-design/resources/evaluation-tools.md
Normal file
@@ -0,0 +1,411 @@
|
||||
# Evaluation Tools
|
||||
|
||||
This resource provides systematic checklists and frameworks for evaluating designs against cognitive principles.
|
||||
|
||||
**Tools covered:**
|
||||
1. Cognitive Design Checklist (general interface/visualization evaluation)
|
||||
2. Visualization Audit Framework (4-criteria data visualization quality assessment)
|
||||
|
||||
---
|
||||
|
||||
## Why Systematic Evaluation
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Cognitive design has multiple dimensions - visibility, hierarchy, chunking, consistency, feedback, memory support, integrity. Ad-hoc review often misses issues in one or more dimensions.
|
||||
|
||||
**Benefits of systematic evaluation:**
|
||||
- **Comprehensive coverage:** Ensures all cognitive principles checked
|
||||
- **Objective assessment:** Reduces subjective bias
|
||||
- **Catches issues early:** Before launch or during design critiques
|
||||
- **Team alignment:** Shared criteria for quality
|
||||
- **Measurable improvement:** Track fixes over time
|
||||
|
||||
**Mental model:** Like a pre-flight checklist for pilots - systematically verify all critical systems before takeoff.
|
||||
|
||||
Without systematic evaluation: missed cognitive issues, inconsistent quality, user confusion that could have been prevented.
|
||||
|
||||
**Use when:**
|
||||
- Conducting design reviews/critiques
|
||||
- Evaluating existing designs for improvement
|
||||
- Quality assurance before launch
|
||||
- Diagnosing why design feels "off"
|
||||
- Teaching/mentoring cognitive design
|
||||
|
||||
---
|
||||
|
||||
## What You'll Learn
|
||||
|
||||
**Two complementary tools:**
|
||||
|
||||
**Cognitive Design Checklist:** General-purpose evaluation for any interface, visualization, or content
|
||||
- Quick questions across 6 dimensions
|
||||
- Suitable for any design context
|
||||
- 10-15 minutes for thorough review
|
||||
|
||||
**Visualization Audit Framework:** Specialized 4-criteria assessment for data visualizations
|
||||
- Clarity, Efficiency, Integrity, Aesthetics
|
||||
- Systematic quality scoring
|
||||
- 15-30 minutes depending on complexity
|
||||
|
||||
---
|
||||
|
||||
## Why Cognitive Design Checklist
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Purpose:** Catch glaring cognitive problems before they reach users.
|
||||
|
||||
**Coverage areas:**
|
||||
1. Visibility & Comprehension (can users see and understand?)
|
||||
2. Visual Hierarchy (what gets noticed first?)
|
||||
3. Chunking & Organization (fits working memory?)
|
||||
4. Simplicity & Clarity (extraneous elements removed?)
|
||||
5. Memory Support (state externalized?)
|
||||
6. Feedback & Interaction (immediate responses?)
|
||||
7. Consistency (patterns maintained?)
|
||||
8. Scanning Patterns (layout leverages F/Z-pattern?)
|
||||
|
||||
**Mental model:** Like a doctor's diagnostic checklist - systematically check each vital sign.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Check
|
||||
|
||||
#### 1. Visibility & Immediate Comprehension
|
||||
|
||||
**Goal:** Core message/purpose graspable in ≤5 seconds
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Can users identify the purpose/main message within 5 seconds? (5-second test)
|
||||
- [ ] Is important information visible without scrolling (above fold)?
|
||||
- [ ] Is text/content legible? (sufficient size, contrast, line length)
|
||||
- [ ] Are interactive elements distinguishable from static content?
|
||||
|
||||
**Test:** 5-second test (show design, ask what they remember). **Pass:** Identify purpose. **Fail:** Remember decoration or miss point.
|
||||
**Common failures:** Cluttered layout, poor contrast, content buried below fold.
|
||||
**Fix priorities:** CRITICAL (contrast), HIGH (5-second clarity), MEDIUM (hierarchy)
|
||||
|
||||
---
|
||||
|
||||
#### 2. Visual Hierarchy
|
||||
|
||||
**Goal:** Users can distinguish primary vs secondary vs tertiary content
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Is visual hierarchy clear? (size, contrast, position differentiate importance)
|
||||
- [ ] Do headings/labels form clear levels? (H1 > H2 > H3 > body)
|
||||
- [ ] Does design pass "squint test"? (important elements still visible when blurred)
|
||||
- [ ] Are calls-to-action visually prominent?
|
||||
|
||||
**Test:** Squint test (blur design). **Pass:** Important elements visible when blurred. **Fail:** Everything same weight.
|
||||
**Common failures:** Everything same size, primary CTA not distinguished, decoration more prominent than data.
|
||||
**Fix priorities:** HIGH (primary not prominent), MEDIUM (heading hierarchy), LOW (minor adjustments)
|
||||
|
||||
---
|
||||
|
||||
#### 3. Chunking & Organization
|
||||
|
||||
**Goal:** Information grouped to fit working memory capacity (4±1 chunks, max 7)
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Are long lists broken into categories? (≤7 items per unbroken list)
|
||||
- [ ] Are related items visually grouped? (proximity, backgrounds, whitespace)
|
||||
- [ ] Is navigation organized into logical categories? (≤7 top-level items)
|
||||
- [ ] Are form fields grouped by relationship? (personal info, account, preferences)
|
||||
|
||||
**Test:** Count ungrouped items. **Pass:** ≤7 items or clear grouping. **Fail:** >7 items ungrouped.
|
||||
**Common failures:** 15+ flat navigation, 30-field ungrouped form, 20 equal-weight metrics.
|
||||
**Fix priorities:** CRITICAL (>10 ungrouped), HIGH (7-10 ungrouped), MEDIUM (clearer groups)
|
||||
|
||||
---
|
||||
|
||||
#### 4. Simplicity & Clarity
|
||||
|
||||
**Goal:** Every element serves user goal; extraneous elements removed
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Can you justify every visual element? (Does it convey information or improve usability?)
|
||||
- [ ] Is data-ink ratio high? (maximize ink showing data, minimize decoration)
|
||||
- [ ] Are decorative elements eliminated? (chartjunk, unnecessary lines, ornaments)
|
||||
- [ ] Is terminology familiar or explained? (no unexplained jargon)
|
||||
|
||||
**Test:** Point to each element, ask "What purpose?" **Pass:** Every element justified. **Fail:** Decorative/unclear elements.
|
||||
**Common failures:** Chartjunk (3D, backgrounds, excess gridlines), jargon, redundant elements.
|
||||
**Fix priorities:** HIGH (decoration competing with data), MEDIUM (unexplained terms), LOW (minor simplification)
|
||||
|
||||
---
|
||||
|
||||
#### 5. Memory Support
|
||||
|
||||
**Goal:** Users don't need to remember what could be shown (recognition over recall)
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Is current system state visible? (active filters, current page, progress through flow)
|
||||
- [ ] Are navigation breadcrumbs provided? (where am I, how did I get here)
|
||||
- [ ] For multi-step processes, is progress shown? (wizard step X of Y)
|
||||
- [ ] Are options presented rather than requiring recall? (dropdowns vs typed commands)
|
||||
|
||||
**Test:** Identify what users must remember. Ask "Could this be shown?" **Pass:** State visible. **Fail:** Relying on memory.
|
||||
**Common failures:** No active filter indication, no progress indicator, hidden state.
|
||||
**Fix priorities:** CRITICAL (lost in flow), HIGH (critical state invisible), MEDIUM (minor memory aids)
|
||||
|
||||
---
|
||||
|
||||
#### 6. Feedback & Interaction
|
||||
|
||||
**Goal:** Every action gets immediate, clear feedback
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Do all interactive elements provide immediate feedback? (hover states, click feedback)
|
||||
- [ ] Are loading states shown? (spinners, progress bars for waits >1 second)
|
||||
- [ ] Do form fields validate inline? (immediate feedback, not after submit)
|
||||
- [ ] Are error messages contextual? (next to problem, not top of page)
|
||||
- [ ] Are success confirmations shown? ("Saved", checkmarks)
|
||||
|
||||
**Test:** Click/interact. **Pass:** Feedback within 100ms. **Fail:** No feedback or delayed >1s without indicator.
|
||||
**Common failures:** No hover states, no loading indicator, errors not contextual, no success confirmation.
|
||||
**Fix priorities:** CRITICAL (no feedback for critical actions), HIGH (delayed without loading), MEDIUM (missing hover)
|
||||
|
||||
---
|
||||
|
||||
#### 7. Consistency
|
||||
|
||||
**Goal:** Repeated patterns throughout (terminology, layout, interactions, visual style)
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Is terminology consistent? (same words for same concepts)
|
||||
- [ ] Are UI patterns consistent? (buttons, links, inputs styled uniformly)
|
||||
- [ ] Is color usage consistent? (red = error, green = success throughout)
|
||||
- [ ] Are interaction patterns predictable? (click/tap behavior consistent)
|
||||
|
||||
**Test:** List similar elements, check consistency. **Pass:** Identical styling/behavior. **Fail:** Unjustified variations.
|
||||
**Common failures:** Inconsistent terminology ("Email" vs "E-mail"), visual inconsistency (button styles vary), semantic inconsistency (red means error and negative).
|
||||
**Fix priorities:** HIGH (terminology), MEDIUM (visual styling), LOW (minor patterns)
|
||||
|
||||
---
|
||||
|
||||
#### 8. Scanning Patterns
|
||||
|
||||
**Goal:** Layout leverages predictable F-pattern or Z-pattern scanning
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Is primary content positioned top-left? (where scanning starts)
|
||||
- [ ] For text-heavy content, does layout follow F-pattern? (top horizontal, then down left, short mid horizontal)
|
||||
- [ ] For visual-heavy content, does layout follow Z-pattern? (top-left to top-right, diagonal to bottom-left, then bottom-right)
|
||||
- [ ] Are terminal actions positioned bottom-right? (where scanning ends)
|
||||
|
||||
**Test:** Trace eye movement (F/Z pattern). **Pass:** Critical elements on path. **Fail:** Important content off path.
|
||||
**Common failures:** Primary CTA bottom-left (off Z-pattern), key info middle-right (off F-pattern), patterns ignored.
|
||||
**Fix priorities:** MEDIUM (CTA off path), LOW (secondary optimization)
|
||||
|
||||
---
|
||||
|
||||
## Why Visualization Audit Framework
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Purpose:** Comprehensive quality assessment for data visualizations across four independent dimensions.
|
||||
|
||||
**Key insight:** Visualization quality requires success on ALL four criteria - high score on one doesn't compensate for failure on another.
|
||||
|
||||
**Four Criteria:**
|
||||
1. **Clarity:** Immediately understandable and unambiguous
|
||||
2. **Efficiency:** Minimal cognitive effort to extract information
|
||||
3. **Integrity:** Truthful and free from misleading distortions
|
||||
4. **Aesthetics:** Visually pleasing and appropriate
|
||||
|
||||
**Mental model:** Like evaluating a car - needs to be safe (integrity), functional (efficiency), easy to use (clarity), and pleasant (aesthetics). Missing any dimension makes it poor overall.
|
||||
|
||||
**Use when:**
|
||||
- Evaluating data visualizations (charts, dashboards, infographics)
|
||||
- Choosing between visualization alternatives
|
||||
- Quality assurance before publication
|
||||
- Diagnosing why visualization isn't working
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Audit
|
||||
|
||||
#### Criterion 1: Clarity
|
||||
|
||||
**Question:** Is visualization immediately understandable and unambiguous?
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Is main message obvious or clearly annotated?
|
||||
- [ ] Are axes labeled with units?
|
||||
- [ ] Is legend clear and necessary? (or use direct labels if possible)
|
||||
- [ ] Is title descriptive? (conveys what's being shown)
|
||||
- [ ] Are annotations used to guide interpretation?
|
||||
- [ ] Is chart type appropriate for message?
|
||||
|
||||
**5-Second Test:**
|
||||
- Show visualization for 5 seconds
|
||||
- Ask: "What's the main point?"
|
||||
- **Pass:** Correctly identify main insight
|
||||
- **Fail:** Confused or remember decorative elements instead
|
||||
|
||||
**Scoring:**
|
||||
- **5 (Excellent):** Main message graspable in <5 seconds, perfectly labeled
|
||||
- **4 (Good):** Clear with minor improvements needed (e.g., better title)
|
||||
- **3 (Adequate):** Understandable but requires effort
|
||||
- **2 (Needs work):** Ambiguous or missing critical labels
|
||||
- **1 (Poor):** Incomprehensible
|
||||
|
||||
---
|
||||
|
||||
#### Criterion 2: Efficiency
|
||||
|
||||
**Question:** Can users extract information with minimal cognitive effort?
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Are encodings appropriate for task? (position/length for comparison, not angle/area)
|
||||
- [ ] Is chart type matched to user task? (compare → bar, trend → line, distribution → histogram)
|
||||
- [ ] Is comparison easy? (common baseline, aligned scales)
|
||||
- [ ] Is cross-referencing minimized? (direct labels instead of legend lookups)
|
||||
- [ ] Are cognitive shortcuts enabled? (sorting by value, highlighting key points)
|
||||
|
||||
**Encoding Check:**
|
||||
- Identify user task (compare, see trend, find outliers)
|
||||
- Check encoding against Cleveland & McGill hierarchy
|
||||
- **Pass:** Position/length used for precise comparisons
|
||||
- **Fail:** Angle/area/color used when position would work better
|
||||
|
||||
**Scoring:**
|
||||
- **5 (Excellent):** Optimal encoding, zero wasted cognitive effort
|
||||
- **4 (Good):** Appropriate with minor inefficiencies
|
||||
- **3 (Adequate):** Works but more effort than necessary
|
||||
- **2 (Needs work):** Poor encoding choice (pie when bar would be better)
|
||||
- **1 (Poor):** Wrong chart type for task
|
||||
|
||||
---
|
||||
|
||||
#### Criterion 3: Integrity
|
||||
|
||||
**Question:** Is visualization truthful and free from misleading distortions?
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Do axes start at zero (or clearly note truncation)?
|
||||
- [ ] Are scale intervals uniform?
|
||||
- [ ] Is data complete? (not cherry-picked dates hiding context)
|
||||
- [ ] Are comparisons fair? (same scale for compared items)
|
||||
- [ ] Is context provided? (baselines, historical comparison, benchmarks)
|
||||
- [ ] Are limitations noted? (sample size, data source, margin of error)
|
||||
|
||||
**Integrity Tests:**
|
||||
1. **Axis test:** Does y-axis start at zero for bar charts? If not, is truncation clearly noted?
|
||||
- **Pass:** Zero baseline or explicit truncation note
|
||||
- **Fail:** Truncated axis exaggerating differences without disclosure
|
||||
|
||||
2. **Completeness test:** Is full relevant time period shown? Or cherry-picked subset?
|
||||
- **Pass:** Complete data with context
|
||||
- **Fail:** Selective dates hiding broader trend
|
||||
|
||||
3. **Fairness test:** Are compared items on same scale?
|
||||
- **Pass:** Common scale enables fair comparison
|
||||
- **Fail:** Dual-axis manipulation creates false correlation
|
||||
|
||||
**Scoring:**
|
||||
- **5 (Excellent):** Completely honest, full context provided
|
||||
- **4 (Good):** Honest with minor context improvements possible
|
||||
- **3 (Adequate):** Not misleading but could provide more context
|
||||
- **2 (Needs work):** Distortions present (truncated axis, cherry-picked data)
|
||||
- **1 (Poor):** Actively misleading (severe distortions, no context)
|
||||
|
||||
**CRITICAL:** Scores below 3 on integrity are unacceptable - fix immediately
|
||||
|
||||
---
|
||||
|
||||
#### Criterion 4: Aesthetics
|
||||
|
||||
**Question:** Is visualization visually pleasing and appropriate for context?
|
||||
|
||||
**Checklist:**
|
||||
- [ ] Is visual design professional and polished?
|
||||
- [ ] Is color palette appropriate? (not garish, suits content tone)
|
||||
- [ ] Is whitespace used effectively? (not cramped, not wasteful)
|
||||
- [ ] Are typography choices appropriate? (readable, professional)
|
||||
- [ ] Does style match context? (serious for finance, friendly for consumer)
|
||||
|
||||
**Important:** Aesthetics should NEVER undermine clarity or integrity
|
||||
|
||||
**Scoring:**
|
||||
- **5 (Excellent):** Beautiful and appropriate, enhances engagement
|
||||
- **4 (Good):** Pleasant and professional
|
||||
- **3 (Adequate):** Acceptable, not ugly but not polished
|
||||
- **2 (Needs work):** Amateurish or inappropriate style
|
||||
- **1 (Poor):** Ugly or completely inappropriate
|
||||
|
||||
**Trade-off Note:** If forced to choose, prioritize Clarity and Integrity over Aesthetics
|
||||
|
||||
---
|
||||
|
||||
#### Using the 4-Criteria Framework
|
||||
|
||||
**Process:**
|
||||
|
||||
**Step 1: Evaluate each criterion independently**
|
||||
- Score Clarity (1-5)
|
||||
- Score Efficiency (1-5)
|
||||
- Score Integrity (1-5)
|
||||
- Score Aesthetics (1-5)
|
||||
|
||||
**Step 2: Calculate average**
|
||||
- Average score = (Clarity + Efficiency + Integrity + Aesthetics) / 4
|
||||
- **Pass threshold:** ≥3.5 average
|
||||
- **Critical failures:** Any individual score <3 requires attention
|
||||
|
||||
**Step 3: Identify weakest dimension**
|
||||
- Which criterion has lowest score?
|
||||
- This is your primary improvement target
|
||||
|
||||
**Step 4: Prioritize fixes**
|
||||
1. **CRITICAL:** Integrity < 3 (fix immediately - misleading is unacceptable)
|
||||
2. **HIGH:** Clarity or Efficiency < 3 (users can't understand or use it)
|
||||
3. **MEDIUM:** Aesthetics < 3 (affects engagement)
|
||||
4. **LOW:** Scores 3-4 (optimization, not critical)
|
||||
|
||||
**Step 5: Verify fixes don't harm other dimensions**
|
||||
- Example: Improving aesthetics shouldn't reduce clarity
|
||||
- Example: Improving efficiency shouldn't compromise integrity
|
||||
|
||||
---
|
||||
|
||||
## Examples of Evaluation in Practice
|
||||
|
||||
### Example 1: Dashboard Review Using Checklist
|
||||
|
||||
**Context:** Team dashboard with 20 metrics, users overwhelmed and missing alerts
|
||||
|
||||
**Checklist Results:**
|
||||
- ❌ **Visibility:** Too cluttered, 20 equal-weight metrics
|
||||
- ❌ **Hierarchy:** Everything same size, alerts not prominent
|
||||
- ❌ **Chunking:** 15 ungrouped metrics (exceeds working memory)
|
||||
- ❌ **Simplicity:** Chartjunk (gridlines, 3D, gradients)
|
||||
- ❌ **Memory:** No active filter indication
|
||||
- ✓ **Feedback:** Hover states, loading indicators present
|
||||
- ⚠️ **Consistency:** Mostly consistent, minor button variations
|
||||
- ❌ **Scanning:** Key KPI bottom-right (off F-pattern)
|
||||
|
||||
**Fixes:** (1) Reduce to 3-4 primary KPIs top-left, group others. (2) Remove chartjunk, establish hierarchy. (3) Show active filters as chips. (4) Standardize buttons.
|
||||
|
||||
**Outcome:** Users grasp status in 5 seconds, find alerts immediately
|
||||
|
||||
---
|
||||
|
||||
### Example 2: Bar Chart Audit Using 4 Criteria
|
||||
|
||||
**Context:** Q4 sales bar chart for presentation
|
||||
|
||||
**Audit Scores:**
|
||||
- **Clarity (4/5):** Clear title/labels, direct bar labels. Minor: Could annotate top performer.
|
||||
- **Efficiency (5/5):** Optimal position/length encoding, sorted descending, common baseline.
|
||||
- **Integrity (2/5 - CRITICAL):** ❌ Y-axis starts at 80 (exaggerates differences), ❌ No historical context.
|
||||
- **Aesthetics (4/5):** Clean, professional. Minor: Could use brand colors.
|
||||
|
||||
**Average:** 3.75/5 (barely passes). **Critical issue:** Integrity <3 unacceptable.
|
||||
|
||||
**Fixes:** (1) Start y-axis at zero or add break symbol + "Axis truncated" note. (2) Add Q3 baseline for context. (3) Annotate: "West region led Q4 with 23% increase."
|
||||
|
||||
**After fixes:** Clarity 5/5, Efficiency 5/5, Integrity 5/5, Aesthetics 4/5 = **4.75/5 Excellent**
|
||||
|
||||
479
skills/cognitive-design/resources/frameworks.md
Normal file
479
skills/cognitive-design/resources/frameworks.md
Normal file
@@ -0,0 +1,479 @@
|
||||
# Design Frameworks
|
||||
|
||||
This resource provides three systematic frameworks for structuring cognitive design thinking and decision-making.
|
||||
|
||||
**Frameworks covered:**
|
||||
1. Cognitive Design Pyramid (hierarchical quality assessment)
|
||||
2. Design Feedback Loop (interaction cycles)
|
||||
3. Three-Layer Visualization Model (data communication fidelity)
|
||||
|
||||
---
|
||||
|
||||
## Why Use Frameworks
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
Frameworks provide:
|
||||
- **Systematic structure** for design thinking (not ad-hoc)
|
||||
- **Complete coverage** across multiple dimensions
|
||||
- **Prioritization guidance** (what to fix first)
|
||||
- **Shared vocabulary** for team communication
|
||||
- **Repeatable process** applicable across projects
|
||||
|
||||
**Mental model:** Like architectural blueprints - frameworks give structure to design decisions so nothing critical is forgotten.
|
||||
|
||||
Without frameworks: inconsistent application of principles, missed dimensions, unclear priorities, reinventing approach each time.
|
||||
|
||||
---
|
||||
|
||||
##What You'll Learn
|
||||
|
||||
Three complementary frameworks, each suited for different contexts:
|
||||
|
||||
**Cognitive Design Pyramid:** When you need comprehensive multi-dimensional quality assessment
|
||||
|
||||
**Design Feedback Loop:** When you're designing interactive interfaces and need to support user perception-action cycles
|
||||
|
||||
**Three-Layer Visualization Model:** When you're creating data visualizations and need to ensure fidelity from data through interpretation
|
||||
|
||||
---
|
||||
|
||||
## Why Cognitive Design Pyramid
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Design effectiveness depends on satisfying multiple needs in hierarchical sequence - perceptual clarity is foundation, enabling cognitive coherence, which enables emotional engagement, which enables behavioral outcomes.
|
||||
|
||||
**Key principle:** Lower levels are prerequisites for higher levels:
|
||||
- If users can't perceive elements clearly → coherence impossible
|
||||
- If design isn't coherent → engagement suffers
|
||||
- If not engaging → behavior change fails
|
||||
|
||||
**Mental model:** Like Maslow's hierarchy of needs - must satisfy foundational needs before higher-level needs matter.
|
||||
|
||||
**Use when:**
|
||||
- Comprehensive design quality check needed
|
||||
- Diagnosing what level is failing
|
||||
- Prioritizing improvements (fix foundation first)
|
||||
- Evaluating entire user experience holistically
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### The Pyramid (4 Tiers)
|
||||
|
||||
```
|
||||
┌─────────────────────────┐
|
||||
│ BEHAVIORAL ALIGNMENT │ ← Peak: Guides actual user behavior
|
||||
├─────────────────────────┤
|
||||
│ EMOTIONAL ENGAGEMENT │ ← Higher: Motivates and doesn't frustrate
|
||||
├─────────────────────────┤
|
||||
│ COGNITIVE COHERENCE │ ← Middle: Makes logical sense
|
||||
├─────────────────────────┤
|
||||
│ PERCEPTUAL EFFICIENCY │ ← Base: Seen and registered correctly
|
||||
└─────────────────────────┘
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Tier 1: Perceptual Efficiency (Foundation)
|
||||
|
||||
**Goal:** Users can see and register all necessary elements clearly.
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Sufficient contrast for all text and key elements (WCAG AA minimum: 4.5:1 for body text, 3:1 for large text)
|
||||
- [ ] Visual hierarchy obvious (squint test - primary elements still visible when blurred)
|
||||
- [ ] No overwhelming clutter or visual noise (data-ink ratio high)
|
||||
- [ ] Typography legible (appropriate size, line height, line length)
|
||||
- [ ] Color distinguishable (not relying solely on hue for colorblind users)
|
||||
- [ ] Grouping perceivable (Gestalt principles applied)
|
||||
|
||||
**Common failures:**
|
||||
- Low contrast text (gray on light gray)
|
||||
- Everything same visual weight (no hierarchy)
|
||||
- Chartjunk obscuring data
|
||||
- Text too small or lines too long
|
||||
|
||||
**Fix priority:** HIGHEST - without perception, nothing else works
|
||||
|
||||
**Example:** ❌ All metrics gray 12px → ✓ Primary KPIs 36px bold, secondary 18px gray
|
||||
|
||||
---
|
||||
|
||||
#### Tier 2: Cognitive Coherence (Comprehension)
|
||||
|
||||
**Goal:** Information is organized to align with how users think and expect.
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Layout matches mental models and familiar patterns (standard UI conventions)
|
||||
- [ ] Terminology consistent throughout (same words for same concepts)
|
||||
- [ ] Navigation/flow logical and predictable (no mystery meat navigation)
|
||||
- [ ] Memory aids present (breadcrumbs, state indicators, progress bars)
|
||||
- [ ] Chunking within working memory capacity (≤7 items per group, ideally 4±1)
|
||||
- [ ] Recognition over recall (show options, don't require memorization)
|
||||
|
||||
**Common failures:**
|
||||
- Inconsistent terminology confusing users
|
||||
- Non-standard UI patterns requiring re-learning
|
||||
- Hidden navigation or state
|
||||
- Unchunked long lists overwhelming memory
|
||||
|
||||
**Fix priority:** HIGH - enables users to understand and navigate
|
||||
|
||||
**Example:** ❌ 30 ungrouped fields, inconsistent labels → ✓ 4-step wizard, grouped fields, consistent terms, progress visible
|
||||
|
||||
---
|
||||
|
||||
#### Tier 3: Emotional Engagement (Motivation)
|
||||
|
||||
**Goal:** Design feels pleasant and motivating, not frustrating or anxiety-inducing.
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Aesthetic quality appropriate for context (professional/friendly/serious)
|
||||
- [ ] Design feels pleasant to use (not frustrating)
|
||||
- [ ] Anxiety reduced (progress shown, undo available, clear next steps)
|
||||
- [ ] Tone matches user emotional state (encouraging for learning, calm for high-stress tasks)
|
||||
- [ ] Accomplishment visible (checkmarks, confirmations, completed states)
|
||||
|
||||
**Common failures:**
|
||||
- Ugly or amateurish appearance reducing trust
|
||||
- Frustrating interactions causing stress
|
||||
- No reassurance in multi-step processes
|
||||
- Inappropriate tone (playful for serious tasks)
|
||||
|
||||
**Fix priority:** MEDIUM - affects engagement and trust, but only after foundation solid
|
||||
|
||||
**Why it matters:** Emotional state influences cognitive performance - pleasant affect improves problem-solving, stress narrows attention
|
||||
|
||||
**Example:** ❌ Dense text, no progress, no encouragement → ✓ Friendly tone, progress bar, checkmarks, "You're almost done!"
|
||||
|
||||
---
|
||||
|
||||
#### Tier 4: Behavioral Alignment (Action)
|
||||
|
||||
**Goal:** Design guides users toward desired behaviors and outcomes.
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Calls-to-action clear and prominent (primary action obvious)
|
||||
- [ ] Visual emphasis on actionable items (buttons stand out)
|
||||
- [ ] Key takeaways highlighted (not buried in text)
|
||||
- [ ] Ethical nudges toward good decisions (defaults favor user)
|
||||
- [ ] Success paths more accessible than failure paths
|
||||
|
||||
**Common failures:**
|
||||
- Primary CTA not visually prominent
|
||||
- Actionable insights buried in data
|
||||
- Destructive actions too easy (no confirmation)
|
||||
- Defaults favor business over user
|
||||
|
||||
**Fix priority:** MEDIUM-LOW - optimize after foundation, coherence, engagement work
|
||||
|
||||
**Example:** ❌ Insights in footnotes, equal button sizes → ✓ Key insight top (large), "Take Action" prominent green, export secondary gray
|
||||
|
||||
---
|
||||
|
||||
#### Applying the Pyramid
|
||||
|
||||
**Process:**
|
||||
1. **Assess bottom-up:** Evaluate T1 (see clearly?) → T2 (makes sense?) → T3 (pleasant?) → T4 (guides action?)
|
||||
2. **Identify weakest tier:** Where are most failures? Which blocks success?
|
||||
3. **Prioritize foundation-up:** Fix T1 first (enables everything), then T2, then T3/T4
|
||||
4. **Re-evaluate:** Check fixes don't break higher tiers, iterate until all pass
|
||||
|
||||
---
|
||||
|
||||
## Why Design Feedback Loop
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Users don't passively consume interfaces - they actively engage in continuous perception-action-learning cycles.
|
||||
|
||||
**Loop stages:** Perceive → Interpret → Decide → Act → Learn → (loop repeats)
|
||||
|
||||
**Key principle:** Design must support every stage; break anywhere causes confusion or failure.
|
||||
|
||||
**Mental model:** Like a conversation - user asks (via perception), interface answers (via display), user responds (via action), interface confirms (via feedback), understanding updates (learning).
|
||||
|
||||
**Use when:**
|
||||
- Designing interactive interfaces (apps, dashboards, tools)
|
||||
- Ensuring each screen answers user's questions
|
||||
- Providing appropriate feedback for actions
|
||||
- Diagnosing where interaction breaks down
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### The Loop (5 Stages)
|
||||
|
||||
```
|
||||
┌──────────┐
|
||||
│ PERCEIVE │ → "What am I seeing?"
|
||||
└────┬─────┘
|
||||
↓
|
||||
┌──────────┐
|
||||
│INTERPRET │ → "What does this mean?"
|
||||
└────┬─────┘
|
||||
↓
|
||||
┌──────────┐
|
||||
│ DECIDE │ → "What can I do next?"
|
||||
└────┬─────┘
|
||||
↓
|
||||
┌──────────┐
|
||||
│ ACT │ → "How do I do it?"
|
||||
└────┬─────┘
|
||||
↓
|
||||
┌──────────┐
|
||||
│ LEARN │ → "What happened? Was it successful?"
|
||||
└────┬─────┘
|
||||
↓
|
||||
(repeat)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Stage 1: Perceive
|
||||
|
||||
**User question:** "What am I seeing?"
|
||||
|
||||
**Design must provide:**
|
||||
- [ ] Visibility of system status (current page, active state, what's happening)
|
||||
- [ ] Clear visual hierarchy (where to look first)
|
||||
- [ ] Salient critical elements (preattentive cues for important items)
|
||||
|
||||
**Common failures:**
|
||||
- Hidden state (user doesn't know where they are)
|
||||
- No visual hierarchy (don't know what's important)
|
||||
- Loading without indicator (appears broken)
|
||||
|
||||
**Example:** ❌ No active filter indication → ✓ Active filters shown as visible chips at top
|
||||
|
||||
---
|
||||
|
||||
#### Stage 2: Interpret
|
||||
|
||||
**User question:** "What does this mean?"
|
||||
|
||||
**Design must provide:**
|
||||
- [ ] Clear labels and context (explain what user is seeing)
|
||||
- [ ] Familiar terminology (or definitions for specialized terms)
|
||||
- [ ] Adequate context (why am I here, what are these options)
|
||||
- [ ] Visual encoding that matches meaning (charts appropriate for data type)
|
||||
|
||||
**Common failures:**
|
||||
- Jargon or abbreviations without explanation
|
||||
- Missing context (chart without title/axes labels)
|
||||
- Unclear purpose of page/screen
|
||||
|
||||
**Example:** ❌ No title, axes "X"/"Y", no units → ✓ "Q4 Sales by Region (thousands USD)", labeled axes, annotated events
|
||||
|
||||
---
|
||||
|
||||
#### Stage 3: Decide
|
||||
|
||||
**User question:** "What can I do next?"
|
||||
|
||||
**Design must provide:**
|
||||
- [ ] Available actions obvious (clear CTAs)
|
||||
- [ ] Choices not overwhelming (Hick's Law - limit options)
|
||||
- [ ] Recommended/default option suggested when appropriate
|
||||
- [ ] Consequences of choices clear (especially for destructive actions)
|
||||
|
||||
**Common failures:**
|
||||
- Too many options causing paralysis
|
||||
- No guidance on what to do next
|
||||
- Unclear consequences ("Are you sure?" without explaining what happens)
|
||||
|
||||
**Example:** ❌ 10 unclear buttons → ✓ Primary "Continue" prominent, secondary "Save Draft" gray, "Cancel" text link
|
||||
|
||||
---
|
||||
|
||||
#### Stage 4: Act
|
||||
|
||||
**User question:** "How do I do it?"
|
||||
|
||||
**Design must provide:**
|
||||
- [ ] Affordances clear (buttons look pressable, sliders look draggable)
|
||||
- [ ] Controls accessible (appropriate size/position per Fitts's Law)
|
||||
- [ ] Keyboard shortcuts available for power users
|
||||
- [ ] Constraints prevent invalid actions (disabled states, input masking)
|
||||
|
||||
**Common failures:**
|
||||
- Unclear what's clickable (flat design with no affordances)
|
||||
- Tiny touch targets on mobile
|
||||
- No keyboard access
|
||||
- Allowing invalid inputs
|
||||
|
||||
**Example:** ❌ Flat text, no interactive cue → ✓ Raised appearance, hover state, cursor→pointer, focus ring
|
||||
|
||||
---
|
||||
|
||||
#### Stage 5: Learn
|
||||
|
||||
**User question:** "What happened? Was it successful?"
|
||||
|
||||
**Design must provide:**
|
||||
- [ ] Immediate feedback for every action (< 100ms for responsiveness perception)
|
||||
- [ ] Confirmations for successful actions (checkmarks, "Saved" message, state change)
|
||||
- [ ] Clear error messages in context (next to problem, plain language)
|
||||
- [ ] Updated system state visible (if filter applied, data updates)
|
||||
|
||||
**Common failures:**
|
||||
- No feedback (user clicks button, nothing visible happens)
|
||||
- Delayed feedback (loading without indication)
|
||||
- Generic errors ("Error occurred" without explanation)
|
||||
- Feedback hidden or dismissible before user sees it
|
||||
|
||||
**Example:** ❌ Click → nothing visible → page maybe changes → ✓ Click → spinner → success message → confirmed transition
|
||||
|
||||
---
|
||||
|
||||
#### Applying the Feedback Loop
|
||||
|
||||
**For each screen/interaction, ask:**
|
||||
|
||||
1. **Perceive:** Can user see current state and what's important?
|
||||
2. **Interpret:** Will user understand what they're seeing?
|
||||
3. **Decide:** Are next actions clear and not overwhelming?
|
||||
4. **Act:** Are controls obvious and accessible?
|
||||
5. **Learn:** Will user get immediate, clear feedback?
|
||||
|
||||
**Example: Login form**
|
||||
- **Perceive:** Fields visible, labels clear
|
||||
- **Interpret:** "Log in to your account" heading
|
||||
- **Decide:** "Log in" button obvious, "Forgot password?" link
|
||||
- **Act:** Focus states, clickable button, Enter submits
|
||||
- **Learn:** Spinner on submit, success→redirect, error→message next to field with red border
|
||||
|
||||
---
|
||||
|
||||
## Why Three-Layer Visualization Model
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Effective data visualization requires success at three distinct layers - accurate data, appropriate visual encoding, and correct user interpretation. Failure at any layer breaks the entire communication chain.
|
||||
|
||||
**Layers:** Data → Visual Encoding → Cognitive Interpretation
|
||||
|
||||
**Key principle:** You can have perfect data with wrong chart type (encoding failure) or perfect chart with user misunderstanding (interpretation failure). All three must succeed.
|
||||
|
||||
**Mental model:** Like a telephone game - message (data) must be transmitted (encoding) and received (interpretation) accurately or communication fails.
|
||||
|
||||
**Use when:**
|
||||
- Creating any data visualization
|
||||
- Diagnosing why visualization isn't working
|
||||
- Choosing chart types
|
||||
- Validating user understanding
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Layer 1: Data
|
||||
|
||||
**Question:** Is the underlying data accurate, complete, and relevant?
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Data quality verified (no errors, outliers investigated)
|
||||
- [ ] Complete dataset (not cherry-picked subset that misleads)
|
||||
- [ ] Relevant to question being answered (not tangential data)
|
||||
- [ ] Appropriate aggregation/granularity (not hiding or overwhelming with detail)
|
||||
- [ ] Time period representative (not artificially truncated to show desired trend)
|
||||
|
||||
**Common failures:**
|
||||
- Garbage data → garbage visualization
|
||||
- Cherry-picked dates hiding broader context
|
||||
- Outliers distorting scale
|
||||
- Wrong metric for question
|
||||
|
||||
**Fix:** Validate data quality before designing visualization
|
||||
|
||||
**Example:** "Are sales improving?" ❌ Only last 3 months (hides 2-year decline) → ✓ 2-year trend with annotation: "Recent uptick after sustained decline"
|
||||
|
||||
---
|
||||
|
||||
#### Layer 2: Visual Encoding
|
||||
|
||||
**Question:** Are visualization choices appropriate for the data type, user task, and perceptual capabilities?
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Chart type matches task (compare → bar, trend → line, distribution → histogram)
|
||||
- [ ] Encoding matches perceptual hierarchy (position > angle > area)
|
||||
- [ ] Axes scaled appropriately (start at zero for bars, or clearly note truncation)
|
||||
- [ ] Color usage correct (hue for categories, lightness for quantities)
|
||||
- [ ] Labels clear and sufficient (title, axes, units, legend if needed)
|
||||
|
||||
**Common failures:**
|
||||
- Pie chart when bar chart would be clearer
|
||||
- Truncated axis exaggerating differences
|
||||
- Rainbow color scale for quantitative data
|
||||
- Missing units or context
|
||||
|
||||
**Fix:** Match encoding to task using Cleveland & McGill hierarchy
|
||||
|
||||
**Example:** Compare 6 regional sales. ❌ Pie chart (poor angle/area) → ✓ Bar chart (precise position/length)
|
||||
|
||||
---
|
||||
|
||||
#### Layer 3: Cognitive Interpretation
|
||||
|
||||
**Question:** Will users correctly understand the message and draw valid conclusions?
|
||||
|
||||
**Checkpoints:**
|
||||
- [ ] Main insight obvious or annotated (don't require users to discover it)
|
||||
- [ ] Context provided (baselines, comparisons, historical trends)
|
||||
- [ ] Audience knowledge level accommodated (annotations for novices)
|
||||
- [ ] Potential misinterpretations prevented (annotations clarifying what NOT to conclude)
|
||||
- [ ] Self-contained (doesn't require remembering distant information)
|
||||
|
||||
**Common failures:**
|
||||
- Heap of data without guidance to key insight
|
||||
- Missing context (percentage without denominator, comparison without baseline)
|
||||
- Assumes expert knowledge novices lack
|
||||
- Spurious correlation without clarification
|
||||
|
||||
**Fix:** Add titles, annotations, context; test with target users
|
||||
|
||||
**Example:** Ice cream sales vs drowning deaths. ❌ No annotation (viewers assume causation) → ✓ "Both increase in summer (common cause), not causally related"
|
||||
|
||||
---
|
||||
|
||||
#### Applying the Three-Layer Model
|
||||
|
||||
**Process:**
|
||||
1. **Validate data:** Check quality, completeness, relevance, outliers, time period, aggregation
|
||||
2. **Choose encoding:** Identify task → select chart type matching task + perceptual hierarchy → design axes, colors, labels → maximize data-ink
|
||||
3. **Support interpretation:** Add title conveying message → annotate insights → provide context → test with users → clarify misinterpretations
|
||||
4. **Iterate:** Fix weak layers, re-validate
|
||||
|
||||
**Example: Sales dashboard**
|
||||
- **Data:** Complete 2-year sales, verified quality, identified 2 outlier months (note in viz)
|
||||
- **Encoding:** Task = trend + regional comparison. Line chart, distinct hue per region (limit 5), y-axis at zero "Sales (thousands USD)", time on x-axis
|
||||
- **Interpretation:** Title "Regional Sales Trends 2023-2024: Overall Growth with West Leading", annotate outliers ("Holiday promo Nov 2023", "Launch June 2024"), show previous year dotted baseline, tested with sales team
|
||||
- **Result:** Accurate data + appropriate encoding + correct interpretation = insight
|
||||
|
||||
---
|
||||
|
||||
## Choosing the Right Framework
|
||||
|
||||
**Use Cognitive Design Pyramid when:**
|
||||
- Comprehensive multi-dimensional quality assessment needed
|
||||
- Diagnosing which aspect of design is failing
|
||||
- Prioritizing fixes (foundation → higher tiers)
|
||||
- Evaluating entire user experience
|
||||
|
||||
**Use Design Feedback Loop when:**
|
||||
- Designing interactive interfaces
|
||||
- Ensuring each screen supports user questions
|
||||
- Providing appropriate feedback
|
||||
- Diagnosing where interaction breaks down
|
||||
|
||||
**Use Three-Layer Model when:**
|
||||
- Creating data visualizations
|
||||
- Choosing chart types
|
||||
- Validating data quality through interpretation
|
||||
- Diagnosing visualization failures
|
||||
|
||||
**Use multiple frameworks together for complete coverage**
|
||||
|
||||
300
skills/cognitive-design/resources/quick-reference.md
Normal file
300
skills/cognitive-design/resources/quick-reference.md
Normal file
@@ -0,0 +1,300 @@
|
||||
# Quick Reference
|
||||
|
||||
This resource provides rapid access to core cognitive design principles and quick validation checks.
|
||||
|
||||
---
|
||||
|
||||
## Why Quick Reference
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
Quick references enable:
|
||||
- **Fast decision-making** during active design work
|
||||
- **Rapid validation** without deep dive into theory
|
||||
- **Team alignment** through shared heuristics
|
||||
- **Design advocacy** with memorable, citable principles
|
||||
|
||||
**Mental model:** Like a cheat sheet or checklist for design decisions - quick lookups when you need them.
|
||||
|
||||
Without quick reference: slowed workflow, inconsistent application, forgetting key principles under time pressure.
|
||||
|
||||
---
|
||||
|
||||
## What to Use
|
||||
|
||||
### 20 Core Actionable Principles
|
||||
|
||||
#### Attention & Perception
|
||||
|
||||
1. **Selective Salience:** Use preattentive features (color, contrast, motion, size) sparingly for critical elements only; overuse overwhelms
|
||||
2. **Visual Hierarchy:** Organize by importance using size, contrast, position, spacing; guide attention along F-pattern or Z-pattern
|
||||
3. **Perceptual Grouping:** Use proximity (close = related), similarity (alike = grouped), continuity (aligned = connected), closure (mind fills gaps)
|
||||
4. **Figure-Ground Distinction:** Ensure clear separation between foreground content and background
|
||||
|
||||
#### Memory & Cognition
|
||||
|
||||
5. **Working Memory Respect:** Limit concurrent elements to 4±1 chunks; group related items; show context rather than requiring memorization
|
||||
6. **Recognition Over Recall:** Make options visible rather than requiring memory; show current state, breadcrumbs, available actions
|
||||
7. **Chunking Strategy:** Group related information into meaningful units (phone: 555-123-4567; navigation: categories not flat list)
|
||||
8. **Progressive Disclosure:** Reveal complexity gradually; show only what's immediately needed, provide details on demand
|
||||
|
||||
#### Encoding & Communication
|
||||
|
||||
9. **Encoding Hierarchy:** Use position/length for precise comparisons (bar charts), reserve angle/area/color for less critical distinctions
|
||||
10. **Data-Ink Maximization:** Remove decorative elements that don't convey information; maximize proportion showing actual data
|
||||
11. **Dual Coding:** Combine relevant visuals with text (two memory traces); use audio narration with complex visuals
|
||||
12. **Spatial Contiguity:** Place labels/annotations adjacent to content they describe; prevent split-attention
|
||||
|
||||
#### Consistency & Standards
|
||||
|
||||
13. **Pattern Consistency:** Use predictable, familiar patterns (standard icons, conventional layouts, platform norms)
|
||||
14. **Terminology Consistency:** Use same words for same concepts throughout
|
||||
15. **Natural Mapping:** Align controls with effects intuitively (increase volume = move up; zoom in = pinch outward)
|
||||
|
||||
#### Feedback & Interaction
|
||||
|
||||
16. **Immediate Feedback:** Provide visible response to every action within milliseconds (loading states, confirmations, validation)
|
||||
17. **Visible State:** Externalize system state to interface (show active filters, current page, progress); don't rely on user memory
|
||||
18. **Error Prevention First:** Constrain inputs, disable invalid actions, provide guidance before errors; when errors occur, provide contextual recovery
|
||||
|
||||
#### Emotional & Behavioral
|
||||
|
||||
19. **Emotional Calibration:** Pleasant aesthetics improve problem-solving; frustration narrows attention and reduces working memory
|
||||
20. **Behavioral Guidance:** Use visual emphasis, clear calls-to-action, ethical nudges to guide toward desired outcomes
|
||||
|
||||
---
|
||||
|
||||
### 3-Question Quick Check
|
||||
|
||||
**Use this for rapid validation:**
|
||||
|
||||
#### Question 1: Attention
|
||||
**"Is it obvious what to look at first?"**
|
||||
- [ ] Visual hierarchy is clear (primary vs secondary vs tertiary)
|
||||
- [ ] Most important element is preattentively salient (but not overwhelming)
|
||||
- [ ] Layout follows predictable scanning pattern (F or Z)
|
||||
|
||||
**If NO:** Increase size/contrast of primary elements, reduce visual weight of secondary items, establish clear entry point
|
||||
|
||||
---
|
||||
|
||||
#### Question 2: Memory
|
||||
**"Is user required to remember anything that could be shown?"**
|
||||
- [ ] Current state is visible (filters, progress, location)
|
||||
- [ ] Options are presented, not requiring recall
|
||||
- [ ] Concurrent elements fit in 4±1 chunks
|
||||
|
||||
**If NO:** Externalize state to interface, show don't tell, chunk information into groups
|
||||
|
||||
---
|
||||
|
||||
#### Question 3: Clarity
|
||||
**"Can someone unfamiliar understand this in 5 seconds?"**
|
||||
- [ ] Purpose/main message is immediately graspable
|
||||
- [ ] No unnecessary decorative elements competing for attention
|
||||
- [ ] Terminology is familiar or explained
|
||||
|
||||
**If NO:** Simplify, add labels/titles, remove extraneous elements, use annotations to guide interpretation
|
||||
|
||||
**If all three are YES → design is likely cognitively sound**
|
||||
|
||||
---
|
||||
|
||||
### Common Decision Rules
|
||||
|
||||
#### Chart Selection
|
||||
|
||||
**Task: Compare values**
|
||||
→ **Use:** Bar chart (position/length encoding)
|
||||
→ **Avoid:** Pie chart (angle/area less accurate)
|
||||
→ **Why:** Cleveland & McGill hierarchy - position > angle
|
||||
|
||||
**Task: Show trend over time**
|
||||
→ **Use:** Line chart with time on x-axis
|
||||
→ **Avoid:** Stacked area (hard to compare non-bottom series)
|
||||
→ **Why:** Continuous lines show temporal progression naturally
|
||||
|
||||
**Task: Show distribution**
|
||||
→ **Use:** Histogram or box plot
|
||||
→ **Avoid:** Multiple pie charts
|
||||
→ **Why:** Enables shape perception (normal, skewed, bimodal)
|
||||
|
||||
**Task: Show part-to-whole**
|
||||
→ **Use:** Stacked bar chart or treemap
|
||||
→ **Avoid:** Pie chart with >5 slices
|
||||
→ **Why:** Easier to compare bar lengths than angles
|
||||
|
||||
**Task: Find outliers**
|
||||
→ **Use:** Scatterplot
|
||||
→ **Avoid:** Table of numbers
|
||||
→ **Why:** Visual pattern makes outliers pop out preattentively
|
||||
|
||||
---
|
||||
|
||||
#### Color Usage
|
||||
|
||||
**Categorical data (types, categories)**
|
||||
→ **Use:** Distinct hues (red, blue, green - perceptually different)
|
||||
→ **Avoid:** Shades of same hue
|
||||
→ **Why:** Hue lacks inherent ordering; best for nominal categories
|
||||
|
||||
**Quantitative data (amounts, rankings)**
|
||||
→ **Use:** Lightness/saturation gradient (light to dark)
|
||||
→ **Avoid:** Rainbow spectrum or varied hues
|
||||
→ **Why:** Lightness has natural perceptual ordering (more = darker)
|
||||
|
||||
**Alerts/errors**
|
||||
→ **Use:** Red sparingly for threshold violations only
|
||||
→ **Avoid:** Red for all negative values
|
||||
→ **Why:** Overuse causes alert fatigue; preattentive salience needs restraint
|
||||
|
||||
**Accessible color**
|
||||
→ **Use:** Redundant coding (color + icon/shape/text)
|
||||
→ **Why:** 8% of males are colorblind; don't rely on color alone
|
||||
|
||||
---
|
||||
|
||||
#### Chunking Information
|
||||
|
||||
**Long lists (>7 items)**
|
||||
→ **Action:** Group into 3-7 categories with visual separation
|
||||
→ **Why:** Working memory limit; chunking fits capacity
|
||||
|
||||
**Multi-step processes**
|
||||
→ **Action:** Break into 3-5 steps, show progress indicator
|
||||
→ **Why:** Progressive disclosure reduces overwhelm, visible state reduces anxiety
|
||||
|
||||
**Form fields**
|
||||
→ **Action:** 4-6 fields per screen; group related fields with proximity/backgrounds
|
||||
→ **Why:** Fits working memory; Gestalt proximity shows relationships
|
||||
|
||||
**Navigation menus**
|
||||
→ **Action:** 5-7 top-level categories max
|
||||
→ **Why:** Decision time increases with choices (Hick's Law)
|
||||
|
||||
---
|
||||
|
||||
#### Error Handling
|
||||
|
||||
**Error message location**
|
||||
→ **Action:** Next to problematic field, not top of page
|
||||
→ **Why:** Gestalt proximity; spatial contiguity reduces cognitive load
|
||||
|
||||
**Error message language**
|
||||
→ **Action:** Plain language ("Password must be 8+ characters") not error codes
|
||||
→ **Why:** Reduces interpretation load, especially under stress
|
||||
|
||||
**Error prevention**
|
||||
→ **Action:** Disable invalid actions, constrain inputs, validate inline
|
||||
→ **Why:** Prevention > correction; immediate feedback enables learning
|
||||
|
||||
**Error recovery**
|
||||
→ **Action:** Show what to fix, auto-focus to field, keep prior input visible
|
||||
→ **Why:** Recognition over recall; reduce motor effort
|
||||
|
||||
---
|
||||
|
||||
#### Typography & Layout
|
||||
|
||||
**Heading hierarchy**
|
||||
→ **Action:** Use size + weight to distinguish levels (H1 > H2 > H3 > body)
|
||||
→ **Why:** Visual hierarchy guides scanning, shows structure
|
||||
|
||||
**Line length**
|
||||
→ **Action:** 50-75 characters per line for body text
|
||||
→ **Why:** Longer lines cause eye strain; shorter disrupt reading rhythm
|
||||
|
||||
**Whitespace**
|
||||
→ **Action:** Use to separate unrelated groups, create breathing room
|
||||
→ **Why:** Gestalt principle - separated = unrelated; crowding increases cognitive load
|
||||
|
||||
**Alignment**
|
||||
→ **Action:** Left-align text in Western contexts; align related elements
|
||||
→ **Why:** Gestalt continuity; consistent starting point aids scanning
|
||||
|
||||
---
|
||||
|
||||
### Design Heuristics at a Glance
|
||||
|
||||
#### Tufte's Principles
|
||||
- **Maximize data-ink ratio:** Remove chart junk, keep only ink showing data
|
||||
- **Graphical integrity:** Visual representation matches data proportionally
|
||||
- **Small multiples:** Repeated structure enables comparison across conditions
|
||||
|
||||
#### Norman's Principles
|
||||
- **Visibility:** State and options should be visible
|
||||
- **Affordances:** Controls suggest their use (buttons look pressable)
|
||||
- **Feedback:** Every action gets immediate, visible response
|
||||
- **Mapping:** Controls arranged to match effects spatially
|
||||
- **Constraints:** Prevent errors by limiting invalid actions
|
||||
|
||||
#### Gestalt Principles (Quick)
|
||||
- **Proximity:** Close = related
|
||||
- **Similarity:** Alike = grouped
|
||||
- **Continuity:** Aligned = connected
|
||||
- **Closure:** Mind completes incomplete figures
|
||||
- **Figure-Ground:** Foreground vs background separation
|
||||
|
||||
#### Cognitive Load Principles
|
||||
- **Intrinsic load:** Task complexity (can't change)
|
||||
- **Extraneous load:** Bad design (MINIMIZE THIS)
|
||||
- **Germane load:** Meaningful learning effort (support this)
|
||||
|
||||
#### Mayer's Multimedia Principles (Quick)
|
||||
- **Multimedia:** Words + pictures > words alone
|
||||
- **Modality:** Audio + visual > text + visual (splits load)
|
||||
- **Contiguity:** Place text near corresponding graphic
|
||||
- **Coherence:** Exclude extraneous content
|
||||
- **Segmenting:** Break into user-paced chunks
|
||||
|
||||
---
|
||||
|
||||
### When to Use Which Framework
|
||||
|
||||
**Cognitive Design Pyramid**
|
||||
→ **Use when:** Comprehensive quality check needed, evaluating all dimensions of design
|
||||
→ **Tiers:** Perception → Coherence → Emotion → Behavior
|
||||
|
||||
**Design Feedback Loop**
|
||||
→ **Use when:** Designing interactive interfaces, ensuring each screen answers user questions
|
||||
→ **Stages:** Perceive → Interpret → Decide → Act → Learn
|
||||
|
||||
**Three-Layer Visualization Model**
|
||||
→ **Use when:** Creating data visualizations, checking data quality through to interpretation
|
||||
→ **Layers:** Data → Encoding → Interpretation
|
||||
|
||||
---
|
||||
|
||||
### 5-Second Tests
|
||||
|
||||
**Dashboard:** Can user identify current status within 5 seconds?
|
||||
|
||||
**Form:** Can user determine what information is needed within 5 seconds?
|
||||
|
||||
**Visualization:** Can user grasp main insight within 5 seconds?
|
||||
|
||||
**Infographic:** Can user recall key message after 5 seconds viewing?
|
||||
|
||||
**Interface:** Can user identify primary action within 5 seconds?
|
||||
|
||||
**If NO to any → simplify, strengthen hierarchy, add annotations**
|
||||
|
||||
---
|
||||
|
||||
### Common Rationales for Advocacy
|
||||
|
||||
**"Why bar chart instead of pie chart?"**
|
||||
→ "Cleveland & McGill's research shows position/length encoding is 5-10x more accurate than angle/area for human perception. Bar charts enable precise comparisons; pie charts make them difficult."
|
||||
|
||||
**"Why simplify the interface?"**
|
||||
→ "Working memory holds only 4±1 chunks. Current design exceeds this, causing cognitive overload. Chunking into groups fits human capacity and improves task completion."
|
||||
|
||||
**"Why inline validation?"**
|
||||
→ "Immediate feedback enables learning through the perception-action loop. Delayed feedback breaks the cognitive connection between action and outcome."
|
||||
|
||||
**"Why not use red for all negative values?"**
|
||||
→ "Preattentive salience depends on contrast. If everything is red, nothing stands out (alert fatigue). Reserve red for true threshold violations requiring immediate action."
|
||||
|
||||
**"Why accessible color schemes?"**
|
||||
→ "8% of males have color vision deficiency. Redundant coding (color + icon + text) ensures all users can perceive information, not just those with typical vision."
|
||||
|
||||
473
skills/cognitive-design/resources/storytelling-journalism.md
Normal file
473
skills/cognitive-design/resources/storytelling-journalism.md
Normal file
@@ -0,0 +1,473 @@
|
||||
# Storytelling & Journalism
|
||||
|
||||
This resource provides cognitive design principles for data journalism, presentations, infographics, and visual storytelling.
|
||||
|
||||
**Covered topics:**
|
||||
1. Visual narrative structure
|
||||
2. Annotation strategies
|
||||
3. Scrollytelling techniques
|
||||
4. Framing and context
|
||||
5. Visual metaphors
|
||||
|
||||
---
|
||||
|
||||
## Why Storytelling Needs Cognitive Design
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** People naturally seek stories with cause-effect and chronology - structuring data as narrative aids comprehension and retention.
|
||||
|
||||
**Challenges of data storytelling:**
|
||||
- Raw data is heap of facts (hard to process)
|
||||
- Visualizations can be misinterpreted without guidance
|
||||
- Readers skim, don't read thoroughly
|
||||
- Need emotional engagement + factual accuracy
|
||||
|
||||
**How cognitive principles help:**
|
||||
- **Narrative structure:** Context → problem → resolution (chunks information meaningfully)
|
||||
- **Annotations:** Guide attention to key insights (prevent misinterpretation)
|
||||
- **Self-contained graphics:** Include all context (recognition over recall, no split attention)
|
||||
- **Emotional engagement:** Appropriate imagery improves retention (Norman's emotional design)
|
||||
- **Progressive disclosure:** Scrollytelling reveals complexity gradually
|
||||
|
||||
**Mental model:** Data journalism is guided tour, not data dump - designer leads readers to insights while allowing exploration.
|
||||
|
||||
---
|
||||
|
||||
## What You'll Learn
|
||||
|
||||
**Five key areas:**
|
||||
|
||||
1. **Narrative Structure:** Organizing data stories with beginning, middle, end
|
||||
2. **Annotation Strategies:** Guiding interpretation and preventing misreading
|
||||
3. **Scrollytelling:** Progressive revelation as user scrolls
|
||||
4. **Framing & Context:** Honest presentation avoiding misleading frames
|
||||
5. **Visual Metaphors:** Leveraging existing knowledge for new concepts
|
||||
|
||||
---
|
||||
|
||||
## Why Narrative Structure Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Human brains are wired for stories - we naturally seek cause-effect relationships and temporal sequences.
|
||||
|
||||
**Benefits of narrative:**
|
||||
- Easier to process (story arc vs unstructured facts)
|
||||
- Better retention (stories are memorable)
|
||||
- Emotional engagement (narratives activate empathy)
|
||||
- Natural chunking (beginning/middle/end provides structure)
|
||||
|
||||
**Mental model:** Like journalism's inverted pyramid, but for visual data - lead with context, build to insight, resolve with implications.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Classic Narrative Arc for Data
|
||||
|
||||
**Structure:** Context → Problem/Question → Data/Evidence → Resolution/Insight
|
||||
|
||||
**Context (Set the stage):**
|
||||
```
|
||||
Purpose: Orient reader to situation
|
||||
Elements:
|
||||
- Title that frames the story: "How Climate Change is Affecting Crop Yields"
|
||||
- Subtitle/intro: Brief background (2-3 sentences)
|
||||
- Visuals: Overall trend or map showing scope
|
||||
|
||||
Example:
|
||||
Title: "The Midwest Corn Belt is Shifting North"
|
||||
Subtitle: "Rising temperatures are pushing viable growing regions 100 miles northward"
|
||||
Visual: Map showing historical corn production zones vs current
|
||||
```
|
||||
|
||||
**Problem/Question (Establish stakes):**
|
||||
```
|
||||
Purpose: Show why this matters, what's at stake
|
||||
Elements:
|
||||
- Specific question posed: "Will traditional farming regions remain viable?"
|
||||
- Visual highlighting problem area
|
||||
- Human impact stated (not just abstract data)
|
||||
|
||||
Example:
|
||||
Question: "Can farmers adapt quickly enough?"
|
||||
Visual: Chart showing yield declines in traditional zones
|
||||
Impact: "1.5 million farming families affected"
|
||||
```
|
||||
|
||||
**Data/Evidence (Show the findings):**
|
||||
```
|
||||
Purpose: Present data that answers question
|
||||
Elements:
|
||||
- Clear visualizations (chart type matched to message)
|
||||
- Annotations highlighting key patterns
|
||||
- Comparisons (before/after, with/without intervention)
|
||||
|
||||
Example:
|
||||
Visual: Line chart showing yields 1980-2024 by region
|
||||
Annotation: "Southern regions declining 15%, northern regions up 22%"
|
||||
Comparison: States that adapted (Iowa) vs those that didn't
|
||||
```
|
||||
|
||||
**Resolution/Insight (Deliver the takeaway):**
|
||||
```
|
||||
Purpose: Answer the question, provide conclusion
|
||||
Elements:
|
||||
- Main insight clearly stated
|
||||
- Implications for future
|
||||
- Call-to-action or next question (optional)
|
||||
|
||||
Example:
|
||||
Insight: "Adaptation possible but requires 5-10 year transition"
|
||||
Implication: "Without support, smaller farms will struggle to relocate/retool"
|
||||
Next: "How can policy accelerate adaptation?"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Opening Strategies
|
||||
|
||||
**Lead with human impact:**
|
||||
```
|
||||
❌ "Agricultural productivity data shows regional variations"
|
||||
✓ "Sarah Miller's family has farmed Iowa corn for 4 generations. Now her yields are declining while her neighbor 200 miles north is thriving."
|
||||
|
||||
Why: Concrete human story engages emotions, makes abstract data personal
|
||||
```
|
||||
|
||||
**Lead with surprising finding:**
|
||||
```
|
||||
❌ "Unemployment rates changed over time"
|
||||
✓ "Despite recession fears, unemployment in Tech Hub cities fell 15% while national rates rose"
|
||||
|
||||
Why: Counterintuitive findings capture attention
|
||||
```
|
||||
|
||||
**Lead with visual:**
|
||||
```
|
||||
Strong opening image/chart that encapsulates story
|
||||
Followed by: "This is the story of..." text
|
||||
Why: Visual impact draws reader in
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Annotation Strategies Matter
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Readers scan rather than study - without guidance, they may miss key insights or misinterpret data.
|
||||
|
||||
**Benefits of annotations:**
|
||||
- Guide attention to important patterns (preattentive cues)
|
||||
- Prevent misinterpretation (clarify what data shows)
|
||||
- Reduce cognitive load (don't make readers discover insight)
|
||||
- Enable skimming (annotations convey story even without deep read)
|
||||
|
||||
**Mental model:** Annotations are like tour guide pointing out important sights - "Look here, notice this pattern, here's why it matters."
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Annotation Types
|
||||
|
||||
**Callout boxes:**
|
||||
```
|
||||
Purpose: Highlight main insight
|
||||
Position: Near relevant data point, contrasting background
|
||||
Content: 1-2 sentences max
|
||||
Style: Larger font than body, bold or colored
|
||||
|
||||
Example on line chart:
|
||||
Callout pointing to spike: "Sales increased 78% after campaign launch - highest growth in company history"
|
||||
```
|
||||
|
||||
**Arrows and leader lines:**
|
||||
```
|
||||
Purpose: Connect explanation to specific data element
|
||||
Use: Point from text annotation to exact point/region on chart
|
||||
Style: Simple arrow, not decorative
|
||||
|
||||
Example:
|
||||
Arrow from "Product launch" text to vertical line on timeline
|
||||
Arrow from "Outlier explained by data error" to specific point
|
||||
```
|
||||
|
||||
**Shaded regions:**
|
||||
```
|
||||
Purpose: Mark time periods or ranges of interest
|
||||
Use: Highlight recessions, policy changes, events
|
||||
Style: Subtle shading (10-20% opacity), doesn't obscure data
|
||||
|
||||
Example:
|
||||
Gray shaded region labeled "COVID-19 lockdown March-May 2020"
|
||||
Allows comparison of before/during/after in context
|
||||
```
|
||||
|
||||
**Direct labels on data:**
|
||||
```
|
||||
Purpose: Eliminate legend lookups
|
||||
Use: Label lines/bars directly instead of separate legend
|
||||
Benefit: Immediate association, no cross-referencing
|
||||
|
||||
Example on multi-line chart:
|
||||
Text "North Region" placed directly next to its line (not legend box)
|
||||
```
|
||||
|
||||
**Contextual annotations:**
|
||||
```
|
||||
Purpose: Explain anomalies, provide necessary background
|
||||
Use: Note data quirks, methodological notes, definitions
|
||||
|
||||
Example:
|
||||
"*Data unavailable for Q2 2020 due to reporting disruptions"
|
||||
"**Adjusted for inflation using 2024 dollars"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Annotation Guidelines
|
||||
|
||||
**What to annotate:**
|
||||
```
|
||||
✓ Main insight (what should reader take away?)
|
||||
✓ Unexpected patterns (outliers, inflection points)
|
||||
✓ Important events (policy changes, launches, crises)
|
||||
✓ Comparisons (how does this compare to baseline/benchmark?)
|
||||
✓ Methodological notes (data sources, limitations)
|
||||
|
||||
❌ Don't annotate obvious patterns ("trend is increasing" when clearly visible)
|
||||
❌ Don't over-annotate (too many annotations = visual noise)
|
||||
```
|
||||
|
||||
**Annotation placement:**
|
||||
```
|
||||
✓ Near the data being explained (Gestalt proximity)
|
||||
✓ Outside the chart area if possible (don't obscure data)
|
||||
✓ Consistent positioning (all callouts top-right, or all left, etc.)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Scrollytelling Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Complex data stories benefit from progressive revelation - scrollytelling maintains context while building understanding step-by-step.
|
||||
|
||||
**Benefits:**
|
||||
- Progressive disclosure (fits working memory)
|
||||
- Maintains context (chart stays visible throughout)
|
||||
- Engaging (interactive vs passive reading)
|
||||
- Guided exploration (designer controls sequence)
|
||||
|
||||
**Mental model:** Like flipping through graphic novel panels - each scroll reveals next part of story while maintaining continuity.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Basic Scrollytelling Pattern
|
||||
|
||||
**Structure:**
|
||||
```
|
||||
1. Sticky chart (stays visible as user scrolls)
|
||||
2. Text sections (scroll past, trigger chart updates)
|
||||
3. Smooth transitions (not jarring jumps)
|
||||
4. User control (can scroll back up to review)
|
||||
```
|
||||
|
||||
**Example implementation:**
|
||||
|
||||
**Section 1 (scroll 0%):**
|
||||
```
|
||||
Chart shows: Full trend line 2010-2024
|
||||
Text visible: "Overall growth trajectory shows steady increase"
|
||||
User sees: Big picture
|
||||
```
|
||||
|
||||
**Section 2 (scroll 33%):**
|
||||
```
|
||||
Chart updates: Highlight 2015-2018 segment in color, rest faded
|
||||
Text visible: "First phase: Rapid growth following policy change"
|
||||
User sees: Specific period in context of whole
|
||||
```
|
||||
|
||||
**Section 3 (scroll 66%):**
|
||||
```
|
||||
Chart updates: Highlight 2020 dip in red
|
||||
Text visible: "COVID-19 impact caused temporary decline"
|
||||
User sees: Anomaly explained
|
||||
```
|
||||
|
||||
**Section 4 (scroll 100%):**
|
||||
```
|
||||
Chart updates: Full color restored, add projection (dotted)
|
||||
Text visible: "Projected recovery to pre-2020 trend by 2026"
|
||||
User sees: Complete story with future outlook
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Scrollytelling Best Practices
|
||||
|
||||
**Transitions:**
|
||||
```
|
||||
✓ Smooth animations (300-500ms transitions)
|
||||
✓ Maintain reference points (axis don't jump)
|
||||
✓ One change at a time (highlight region OR add annotation, not both simultaneously)
|
||||
❌ Jarring jumps (disorienting)
|
||||
```
|
||||
|
||||
**User control:**
|
||||
```
|
||||
✓ Can scroll back up to review
|
||||
✓ Scroll speed doesn't affect (trigger points based on position, not speed)
|
||||
✓ "Skip to end" option for impatient users
|
||||
✓ Pause/play if animations continue automatically
|
||||
```
|
||||
|
||||
**Accessibility:**
|
||||
```
|
||||
✓ All content accessible without scrolling (fallback for screen readers)
|
||||
✓ Keyboard navigation supported
|
||||
✓ Works without JavaScript (progressive enhancement)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Framing & Context Matter
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Same data can support different conclusions based on framing - ethical journalism provides complete context to avoid misleading.
|
||||
|
||||
**Framing effects (Tversky & Kahneman):**
|
||||
- 10% unemployment vs 90% employed (same data, different emotional impact)
|
||||
- Deaths per 100k vs % survival (same mortality, different perception)
|
||||
|
||||
**Ethical obligation:** Provide enough context for accurate interpretation
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Provide Baselines & Comparisons
|
||||
|
||||
**Always include:**
|
||||
```
|
||||
✓ Historical comparison (how does this compare to past?)
|
||||
✓ Peer comparison (how does this compare to similar entities?)
|
||||
✓ Benchmark (what's the standard/goal?)
|
||||
✓ Absolute + relative (numbers + percentages both shown)
|
||||
|
||||
Example: "Unemployment rises to 5.2%"
|
||||
Better: "Unemployment rises to 5.2% from 4.8% last quarter (historical average: 5.5%)"
|
||||
Complete context: Reader can judge severity
|
||||
```
|
||||
|
||||
**Avoid cherry-picking:**
|
||||
```
|
||||
❌ Show only favorable time period (Q4 2023 sales up! ...but down overall year)
|
||||
✓ Show full relevant period + note any focus area
|
||||
|
||||
Example:
|
||||
❌ "Satisfaction scores improved 15 points!" (cherry-picked one quarter)
|
||||
✓ Chart showing full 2-year trend (overall declining with one uptick quarter)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Clarify Denominator
|
||||
|
||||
**Percentages need context:**
|
||||
```
|
||||
❌ "50% increase!" (50% of what?)
|
||||
✓ "Increased from 10 to 15 users (50% increase)"
|
||||
✓ "Increased 50 percentage points (from 20% to 70%)"
|
||||
|
||||
Confusion: Is it 50 percentage point increase or 50% relative increase?
|
||||
Clarity: State both absolute numbers and percentage
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Note Limitations
|
||||
|
||||
**Methodological transparency:**
|
||||
```
|
||||
✓ Data source stated: "Source: U.S. Census Bureau"
|
||||
✓ Sample size noted: "n=1,200 respondents"
|
||||
✓ Margin of error: "±3% margin of error"
|
||||
✓ Missing data: "State data unavailable 2020-2021"
|
||||
✓ Selection criteria: "Only includes full-time employees"
|
||||
|
||||
Purpose: Reader can assess reliability and applicability
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Why Visual Metaphors Matter
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Familiar metaphors leverage existing knowledge to explain new concepts - but only if metaphor resonates with audience.
|
||||
|
||||
**Benefits:**
|
||||
- Faster comprehension (tap into existing schemas)
|
||||
- Memorable (concrete imagery aids recall)
|
||||
- Emotional connection (metaphors evoke feelings)
|
||||
|
||||
**Risks:**
|
||||
- Misleading if metaphor doesn't fit
|
||||
- Cultural assumptions (metaphor may not translate)
|
||||
- Oversimplification (metaphor hides complexity)
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Choosing Metaphors
|
||||
|
||||
**Effective metaphors:**
|
||||
```
|
||||
✓ Virus spread as fire spreading across map (leverages fire = spread schema)
|
||||
✓ Data flow as river (volume, direction, obstacles)
|
||||
✓ Economic inequality as wealth distribution pyramid
|
||||
✓ Carbon footprint as actual footprint size
|
||||
|
||||
Why they work: Concrete, universally understood, structurally similar to concept
|
||||
```
|
||||
|
||||
**Problematic metaphors:**
|
||||
```
|
||||
❌ Complex technical process as simple machine (oversimplifies)
|
||||
❌ Cultural-specific metaphors (e.g., sports metaphors for international audience)
|
||||
❌ Metaphors that contradict data (e.g., "economy is healthy" shown as growing plant - what if it's not growing?)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### Metaphor Guidelines
|
||||
|
||||
**Test your metaphor:**
|
||||
```
|
||||
1. Does it help understanding or just decorate?
|
||||
2. Is it universally recognized by target audience?
|
||||
3. Does it accurately represent the concept?
|
||||
4. Does it oversimplify in misleading ways?
|
||||
5. Could it be misinterpreted?
|
||||
|
||||
If any answer is problematic → reconsider metaphor
|
||||
```
|
||||
|
||||
**Clarify limitations:**
|
||||
```
|
||||
When using metaphor, note where analogy breaks down:
|
||||
"While virus spread resembles fire spread, unlike fire, viruses can have delayed effects..."
|
||||
|
||||
Prevents overgeneralizing from metaphor
|
||||
```
|
||||
|
||||
272
skills/cognitive-design/resources/ux-product-design.md
Normal file
272
skills/cognitive-design/resources/ux-product-design.md
Normal file
@@ -0,0 +1,272 @@
|
||||
# UX & Product Design
|
||||
|
||||
This resource provides cognitive design principles for interactive software interfaces (web apps, mobile apps, desktop software).
|
||||
|
||||
**Covered topics:**
|
||||
1. Learnability through familiar patterns
|
||||
2. Task flow efficiency
|
||||
3. Cognitive load management
|
||||
4. Onboarding design
|
||||
5. Error handling and prevention
|
||||
|
||||
---
|
||||
|
||||
## Why UX Needs Cognitive Design
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
**Core insight:** Users approach interfaces with mental models from prior experiences - designs that violate expectations require re-learning and cause cognitive friction.
|
||||
|
||||
**Common problems:**
|
||||
- New users abandon apps (steep learning curve)
|
||||
- Task flows with too many steps/choices (Hick's Law impact)
|
||||
- Complex features overwhelm users (cognitive overload)
|
||||
- Confusing error messages
|
||||
- Onboarding shows all features at once (memory overload)
|
||||
|
||||
**How cognitive principles help:** Leverage existing mental models (Jakob's Law), minimize steps/choices (Hick's/Fitts's Law), progressive disclosure, inline validation, onboarding focused on 3-4 key tasks (working memory limit).
|
||||
|
||||
---
|
||||
|
||||
## What You'll Learn
|
||||
|
||||
1. **Learnability:** Leverage familiar patterns for instant comprehension
|
||||
2. **Task Flow Efficiency:** Minimize steps and optimize control placement
|
||||
3. **Cognitive Load Management:** Progressive disclosure and memory aids
|
||||
4. **Onboarding:** Teaching without overwhelming
|
||||
5. **Error Handling:** Prevention first, then contextual recovery
|
||||
|
||||
---
|
||||
|
||||
## Why Learnability Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
Users spend most time on OTHER sites/apps (Jakob's Law) - they expect interfaces to work like what they already know.
|
||||
|
||||
**Benefits of familiar patterns:** Instant recognition (System 1), lower cognitive load, faster completion, reduced errors.
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Standard UI Patterns
|
||||
|
||||
**Navigation:**
|
||||
- Hamburger menu (☰) for mobile
|
||||
- Magnifying glass (🔍) for search
|
||||
- Logo top-left returns home
|
||||
- User avatar top-right for account
|
||||
- Breadcrumbs for hierarchy
|
||||
|
||||
**Actions:**
|
||||
- Primary: Right-aligned button
|
||||
- Destructive: Red, requires confirmation
|
||||
- Secondary: Gray/outlined
|
||||
- Disabled: Grayed out
|
||||
|
||||
**Forms:**
|
||||
- Labels above/left of fields
|
||||
- Required fields: Asterisk (*)
|
||||
- Validation: Inline as user types
|
||||
- Submit: Bottom-right
|
||||
|
||||
**Feedback:**
|
||||
- Loading: Spinner for waits >1s
|
||||
- Success: Green checkmark + message
|
||||
- Error: Red + icon + message
|
||||
- Confirmation: Modal for destructive actions
|
||||
|
||||
**Application rule:** Use standard patterns by default. Deviate only when standard fails AND provide onboarding. Test if users understand without help.
|
||||
|
||||
---
|
||||
|
||||
#### Affordances & Signifiers
|
||||
|
||||
Controls should signal function through appearance:
|
||||
|
||||
**Buttons:** Raised appearance, hover state, active state, focus state
|
||||
**Links:** Underlined or distinct color, pointer cursor on hover
|
||||
**Inputs:** Rectangular border, cursor on click, placeholder text, focus state
|
||||
**Draggable:** Handle icon (≡≡), grab cursor, shadow on drag
|
||||
|
||||
**Anti-patterns:** Flat design with no cues, no hover states, buttons looking like labels, clickable areas smaller than visual target.
|
||||
|
||||
---
|
||||
|
||||
#### Platform Conventions
|
||||
|
||||
**iOS:** Back top-left, navigation bottom tabs, swipe gestures, share icon with up arrow
|
||||
**Android:** System back button, hamburger menu top-left, three-dot overflow, FAB bottom-right
|
||||
**Web:** Logo top-left to home, primary nav top horizontal, search top-right, footer links
|
||||
|
||||
**Rule:** Match platform norms. If cross-platform, adapt to each. Don't invent when standards exist.
|
||||
|
||||
---
|
||||
|
||||
## Why Task Flow Efficiency Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
Every decision point and step adds time and cognitive effort.
|
||||
|
||||
**Hick's Law:** Decision time increases logarithmically with choices (2 choices = fast, 10 = slow/paralysis)
|
||||
**Fitts's Law:** Time to target = distance ÷ size (large/nearby = fast, small/distant = slow)
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Reduce Steps
|
||||
|
||||
**Audit method:**
|
||||
1. Map current flow
|
||||
2. Question each step: "Necessary? Can automate? Can merge?"
|
||||
3. Eliminate unnecessary
|
||||
4. Combine related
|
||||
5. Pre-fill known info
|
||||
|
||||
**Example:** Checkout flow reduced from 8 steps to 4 (pre-fill email/shipping, combine review inline) = 50% fewer steps, higher completion.
|
||||
|
||||
---
|
||||
|
||||
#### Reduce Choices (Hick's Law)
|
||||
|
||||
**Progressive disclosure:** Show 5 most common filters, "More filters" reveals rest
|
||||
**Smart defaults:** Highlight recommended option, show "Other options" link
|
||||
**Contextual menus:** 5-7 actions relevant to current mode, not all 50
|
||||
|
||||
**Rule:** Common tasks ≤5 options. Advanced features behind "More". Personalize based on usage.
|
||||
|
||||
---
|
||||
|
||||
#### Optimize Control Placement (Fitts's Law)
|
||||
|
||||
Frequent actions = large and nearby. Infrequent = smaller and distant.
|
||||
|
||||
**Primary:** Large button (44×44px mobile, 32×32px desktop), bottom-right or natural flow
|
||||
**Secondary:** Medium, near primary but distinct (outlined, gray)
|
||||
**Tertiary/destructive:** Smaller, separated, requires confirmation
|
||||
|
||||
---
|
||||
|
||||
## Why Cognitive Load Management Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
Working memory holds 4±1 chunks - exceeding this causes confusion/abandonment.
|
||||
|
||||
**Load types:** Intrinsic (task complexity), Extraneous (poor design - MINIMIZE), Germane (meaningful learning - support)
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Progressive Disclosure
|
||||
|
||||
Reveal complexity gradually, show only immediate needs.
|
||||
|
||||
**Wizards:** 4 steps × 6-8 fields (not 30 fields on one page) = fits working memory, visible progress
|
||||
**Expandable sections:** Collapsed by default, expand on demand
|
||||
**"Advanced" options:** Basic visible, "Show advanced" link reveals rest
|
||||
|
||||
---
|
||||
|
||||
#### Chunking & Grouping
|
||||
|
||||
Group related items, separate with whitespace.
|
||||
|
||||
**Forms:** Group by relationship (Personal Info, Shipping Address) = 2 chunks
|
||||
**Navigation:** 5-7 categories × 3-5 items each (not 25 flat items)
|
||||
|
||||
---
|
||||
|
||||
#### Memory Aids (Recognition over Recall)
|
||||
|
||||
Show options, don't require memorization.
|
||||
|
||||
**Visible state:** Active filters as chips, current page highlighted, breadcrumbs, progress indicators
|
||||
**Autocomplete:** Search suggestions, address autocomplete, date picker
|
||||
**Recent history:** Recently opened files, search history, previous purchases
|
||||
|
||||
---
|
||||
|
||||
## Why Onboarding Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
First experience determines continuation/abandonment. Must teach key tasks without overwhelming.
|
||||
|
||||
**Failures:** All features upfront, passive tutorials, no contextual help
|
||||
**Success:** 3-4 core tasks, interactive tutorials, contextual help when encountered
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Focus on Core Tasks
|
||||
|
||||
Limit to 3-4 most important tasks, not comprehensive tour.
|
||||
|
||||
**Ask:** "What must users learn to get value?" NOT "What are all features?"
|
||||
|
||||
**Example:** Project management app - onboard on: create project, add task, assign to member, mark complete. Skip advanced filtering/custom fields/reporting (teach contextually later).
|
||||
|
||||
---
|
||||
|
||||
#### Interactive Learning
|
||||
|
||||
Users learn by doing, not reading.
|
||||
|
||||
**Guided interaction:** Highlight button, require click to proceed (active learning, muscle memory)
|
||||
**Progressive completion:** Step 1 must complete before Step 2 unlocks = sense of accomplishment, ensures learning
|
||||
|
||||
---
|
||||
|
||||
#### Contextual Help
|
||||
|
||||
Advanced features taught when encountered, not upfront.
|
||||
|
||||
**First encounter tooltips:** One-time help when user navigates to new feature
|
||||
**Empty states:** "No tasks yet! Click + to create first task" with illustrative graphic
|
||||
**Gradual discovery:** After 1 week show tip, after 1 month show power tip (usage-based timing)
|
||||
|
||||
---
|
||||
|
||||
## Why Error Handling Matters
|
||||
|
||||
### WHY This Matters
|
||||
|
||||
Users make errors (slips/mistakes) - good design prevents and provides clear recovery.
|
||||
|
||||
**Goal:** Prevention > detection > recovery
|
||||
|
||||
---
|
||||
|
||||
### WHAT to Apply
|
||||
|
||||
#### Prevention (Best)
|
||||
|
||||
**Constrain inputs:** Date picker (not free text), numeric keyboard for phone, input masking
|
||||
**Provide defaults:** Pre-select common option, suggest formats
|
||||
**Confirm destructive:** Require confirmation modal, "Type DELETE to confirm", undo when possible
|
||||
|
||||
---
|
||||
|
||||
#### Detection (Inline Validation)
|
||||
|
||||
Immediate feedback as user types/on blur, not after submit.
|
||||
|
||||
**Real-time validation:** Password strength meter as typing, email format on blur
|
||||
**Positioning:** Error NEXT TO field (not top of page) - Gestalt proximity
|
||||
|
||||
---
|
||||
|
||||
#### Recovery (Clear Guidance)
|
||||
|
||||
Tell what's wrong and how to fix, in plain language.
|
||||
|
||||
**Bad:** "Error 402"
|
||||
**Good:** "Password must be at least 8 characters"
|
||||
|
||||
**Visual:** Red + icon, auto-focus to error field, keep user input (don't clear), green checkmark when fixed
|
||||
Reference in New Issue
Block a user