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題名:圖形簡化設計之視覺最佳化研究
作者:許峻誠 引用關係
作者(外文):Chun Cheng Hsu
校院名稱:國立臺灣科技大學
系所名稱:設計研究所
指導教授:王韋堯
學位類別:博士
出版日期:2007
主題關鍵詞:圖形設計簡化原則完形心理學物體辨識理論視覺認知設計操作graphic designlaw of simplicitygestalt theoryobject recognition theoryvisual cognitiondesign operation
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有些「圖形」容易被辨識、被偏好,有些圖形卻無法讓人喜好或理解,是什麼原因造成這樣的結果?在完形心理學(gestalt theory)、設計學、人因工程以及物體辨識理論有許多相關的探討。本研究旨在瞭解如何測量一個圖形是否容易被辨識以及一個「好的圖形」的設計建議。這方面的研究之所以重要的原因有三點:(1)它可以告訴我們一種測量「圖形簡化最佳值」的方式;(2)建立圖形設計量化描述的基礎以及(3)提供圖形簡化設計實作上參考。
第一階段,本研究以文獻分析與專家法進行現況調查,除了整理相關視覺理論外,也歸納出圖形簡化設計方法,主要可分成「整體形狀之萃取」和「部件特徵之萃取」兩種模式。前者可細分為:描繪外形輪廓、保留結構關係、平面化;後者又可細分為:強調視覺特徵、強調功能特徵、保留紋理與材質特徵。
第二階段,本研究以實驗法搭配設計實作的方式,試圖建構圖形量化描述的框架。利用迴歸分析,從外在圖形形狀之量化描述和內在簡化程度認知的評估,得到圖形簡化的操作型定義之方程式:圖形簡化程度=1.276+0.005(整體節點量)+0.131(部件元素量)。這個階段除了提出「整體形狀之萃取」和「部件特徵之萃取」兩種簡化設計操作與可測量性外,由其操作規則所產生的圖形也可以做為下一階段實驗的樣本,以改善過去研究在實驗圖形樣本操弄上的侷限,使統計結果更精準、設計規則的分析更明確。
第三階段以三因子實驗設計探討圖形「簡化手法組合、物體類別與受試者背景」三個自變項間對於視覺認知的影響,透過對「辨識正確率、反應時間、偏好」三個應變項的評估結果來瞭解「圖形簡化最佳值」。變異數分析結果發現:圖形「辨識正確率」分別受「簡化手法組合」和「物體類別」主效應的影響顯著,同時也受「簡化手法組合和物體類別」的交互作用影響。「辨識反應時間」分別受「簡化手法組合」和「受試者背景」的影響顯著,同時也受「簡化手法組合和物體類別」的交互作用影響。圖形「偏好」受「簡化手法組合」的主效應影響顯著,同時也受「簡化手法組合和受試者背景」的交互作用影響。
經過各階段的研究,有幾點發現:第一,雖然圖形的細節有助於提昇圖形的辨識正確率和反應時間,但當細節的量達到某一閾值後,即使再增加圖形的細節,也無助於提昇圖形的辨識正確率或反應時間,對具有設計背景人士而言,甚至會降低偏好度。基本上,圖形「整體節點量」達到25個或者「部件元素量」在3個以上,在圖形辨識上就會有較快的反應時間以及80%左右的正確率。另外,我們建議設計師在簡化圖形時,必須特別注意「物體類別」對於辨識正確率和反應時間的影響,尤其是自然物不適合部件減少的簡化模式。第二,雖然設計和非設計背景人士在辨識正確率上無差異,但是對於圖形簡化程度之偏好卻不同,設計人士的偏好與簡化程度呈現「倒U型」曲線關係;非設計人士則呈現直線之正相關。設計者必需特別注意此點差異。
本研究物體圖形設計的操作可從兩個角度來說明,由整體形狀來看,利用Attneave的圖形量化理論計算「節點量」;從部件元素的角度,利用RBC理論的幾何子(geons)計算「部件元素量」。通過本研究所歸納的一些簡單計算公式可以預測圖形辨識正確率、反應時間、偏好和簡化程度認知的評估值。圖形簡化設計手法的應用很廣泛,包括商標、公共標誌、造形設計以及各種相關電腦介面與圖示設計等等。設計師常憑感性與直覺處理圖形,本研究提出明確的設計操作規則與數值並不試圖取代設計的創意性,而是希望彌補設計師直覺之不足,或讓設計初學者有規則可循,透過這些預測方法提供設計師評估圖形簡化時的參考與建議。此外,研究希望能作為未來電腦輔助圖形應用以及各種圖形設計手法量化描述的基礎。
Some graphics can be easily distinguished and desired, while some cannot be desired or comprehended by the general public. What are the causes behind such outcomes? Relevant investigations in great deal have been found in the gestalt theory, design discipline, ergonomics, and object recognition theory. The purposes of this study are centered on understanding the means of measuring whether a graphic can be easily recognized and proposing a “Good Graphic” design. The three critical factors presented for the study in this field are: (1) Revelation of a method of measuring the most optimal graphic simplification value and, (2) establishment of the basis of quantitative description for graphic design (3) provision of reference for the clinical graphic simplification design.
As the preliminary stage, this study has adopted the literature review and expert interview to conduct the survey on the current state. In addition to the compilation of relevant visual theories, this study has deduced the following graphic simplification design methods. The methods are mainly categorized into two models: “Extraction of the Overall Conformation” and “Extraction of Partial Features”. The former can be further divided into the sketch of outlines, preservation of structural relationship, and stylization. The later can be divided into the emphasis on visual features, emphasis on functional features, preservation of texture, and material characteristics.
The second stage of the study attempted to construct the frame of the quantitative graphic description through the discipline of experiment in combination with the clinical design operation. By utilizing the regression analysis, the quantitative description of the external graphic shapes and the assessment of the degree of internal simplification cognition would yield the formula defined by the graphic simplification operation as: Graphic Simplification Degree=1.276+0.005(Overall Node Quantity)+0.131(Partial Element Quantity). This stage, in addition to the proposition of the simplicity design operation and measurability for the “Extraction of the Overall Conformation” and “Extraction of Partial Features,” graphics generated from the operation rules can also be used as the samples for the next experiment stage. Such would improve the limitations found in the manipulation of the experimental graphic samples in the previous studies for rendering the statistical results much more accurate and the analysis of design rules much more clarified.
The third stage was characterized by the tri-factor experiment design to investigate the effect of the three independent variables – simplification combination, object category, and participant profile- on the visual recognition. Based on the evaluation results generated from the three dependent variables – recognition accuracy, reaction time, and preference, and then “the most optimal graphic simplification values” could be comprehended. Analysis results of the ANOVA for total scores indicated that the “graphic recognition accuracy” was significantly correlated with the main effects of the simplification combination and the object category, and their interaction. The reaction time was individually influenced by the simplification combination and the participant profile at a significant degree while being simultaneously impacted by the interactions between the simplification combination and the object category. The graphic preference was significantly impacted by the main effect of the simplification combination and was simultaneously influenced by the interactions between the simplification combination and the participant profile.
After the conduction of the study at various stages, a number of findings were achieved. First of all, the graphic details were conducive to facilitate the promotion of the graphic recognition accuracy and reaction time; however, when the detail quantity is reaching a certain threshold value, the graphic recognition accuracy and reaction time could no longer be enhanced, even with an increase in the graphic details. For individuals with the design background, the degree of preference might be even decreased. Fundamentally, when the overall graphic node quantity exceeds 25 or more or the partial element quantity exceeds 3 or more, a faster reaction time and an approximately 80% accuracy can be achieved for the graphic recognition. We would recommend the designers pay exceptional attention to the effects exerted by the object category on the recognition accuracy and reaction time when simplifying the design, especially the simplification model for the elimination of unsuitable nature object parts. Second, even though the designers and non-designers exhibit no variations in the recognition accuracy, differential preferences over the degree of graphic simplification are discovered. Designers’ preference and degree of simplification present an inverted U curve relationship, while non-designers exhibit the positive linear correlation. Designers must exercise due attention to this variation.
The operation of object graphic designs in this study can be illustrated from two perspectives. From the perspective of overall form, the Attneave Graphic Quantification Theory can be applied to compute the number of nodes. From the perspective of the partial elements, the geons presented by the RBC Theory can be used for calculating the partial element quantity. A number of simple computation formulas deduced by the study can predict the evaluation values of the graphic recognition accuracy, reaction time, preference, and cognition of simplification degree. The scope of the graphic simplification design method application is comprehensive, including the trademark, public signs, style design, and various computer-related interface and illustration designs. Designers frequently process the graphics based on sensuality and intuition. The study has proposed clear design operation guidelines and numerical values while not attempting to replace the originality of the design. It is, however, intended to compensate the insufficiency in the designer’s intuition or to enable the design beginners with the rules to follow. Through these prediction methods, references and recommendations can then be provided to the designers when assessing the graphics. Moreover, the study is desired to be established as the fundamentals for the quantitative descriptions of the computer-aided graphic applications and various graphic design methods in the future.
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