Stroke weight Width of the lines which make up the font. Many serif fonts use different weight strokes, such as the right half of the Times Roman letter “U” being thinner than the left half. On the other hand, most modern sans serif fonts are mono-weight, meaning the lines forming the letter are all the same weight, such as with Arial. x-height Height of lowercase letters measured from the baseline, excluding ascenders and descenders, as in “x.” Figure xx. Typography terms. Serif versus san serif The two main categories of font types are serif (with the little tails on the letters) and sans serif (without the little tails). The serifs are suppose to help guide the eye along the row of text and enhance reading. In the U.S., body text is typically set in serif fonts; European readers often see san serif body fonts. The reading speed and comprehension research finds little differences between two as long as a reasonable font choices are made. Researchers do consistently find a preference in US readers for serif, but attribute it to familiarity with the typeface. In a interesting contradiction,— but one that is rather common in the usability literature—Bernard et al., (2002) found that Verdana was the most preferred font, while Times was the least preferred for online reading. However, they also found that Georgia and Times serif fonts are considered more attractive. In other words, people thought Times was more attractive, but wanted to read text formatted with Verdana. Contradictions such as these reveal the importance of usability testing with real users and not basing designs on either design rule-of-thumb or asking people which they prefer. Their preferred choice may not be the best choice for comprehension. Likewise, Brumberger, (2004) found typefaces do have persona which they impart on the text, but that persona does not have a significant impact on either comprehension or reading time. For print (at least in the US), there is general agreement to use serif for a body font and sans serif for headings. However, there is an ongoing debate about whether or not to use serif or sans serif fonts for online text since computer monitors have trouble properly displaying a serif because of the relatively (compared to print) low resolution. The lower resolution of a monitor causes the serifs to display poorly. “One reason for this could be that at smaller font sizes on computer screens, the serifs stop acting as distinguishers and start becoming visual 'noise'” (Bernard & Mills, 2000). The argument is that that the width of a serif cannot be less than one pixel and always comes in full pixel increments, but the strokes of the font may also only be one pixel, thus the serif width is the same size as the stroke widths. While some specialty fonts may have this design as part of the standard font, the common fonts such as Times Roman and Garamond do not. There serifs are designed to be much smaller and narrower than the stroke widths. This same argument applies to display of unequal stroke widths common in serif fonts, where the monitor has a difficult time properly displaying the varying line width. Modern LCD monitors are improving on their ability to display serifs and the serif/sans serif debate for online information may soon be passé. While designers continue to debate the serif/sans serif online issue, research on reading speed and individual preferences is mixed. Although reading speed may be slower on a monitor than paper, the serif and sans serif reading speed on a monitor tend to be about the same. In an online study, reading efficiency is the same for serif and sans serif fonts, but serif fonts read faster (Bernard, Lida, Riley, Hackler & Janzen, 2002). On the other hand, with printed close-set type, close-set type there was no different in reading speed (Moriarity & Scheiner,1984) between serif and sans serif. Studies have found serif fonts to promote greater reading comprehension than sans serif fonts, such as Arial. For example, a study by Boyarski, et al., (1998) found small but significantly higher levels of comprehension for a serif font (Georgia) over a sans serif font (Verdana). For small type or text with lots of numbers, sans serif fonts are the most readable. Font size Not surprisingly, larger text sizes are perceived to be more readable than smaller sizes (Mills & Weldon, 1987; Rudnicky & Kolers, 1984). However, any actual readability differences are often not significant until the size difference become larger than would normally be consider in font choices (Tinker, 1963). For example, finding a readability difference may require comparing a 12 pt and 24 pt font, but design teams essentially never face of choice of having to pick between 12 pt or 24 pt font sizes. Bernard et al., (2002) believe these results should also be true for online reading. A conclusion in agree with Chadwick-Dias, McNulty & Tullis (2003) who found text size on a web page did not significantly affect performance in any age group Word legibility seems to moderately increase up to a 12 pt type size. Although reading speed does not seem to be significantly impaired by smaller sizes, the reader does suffer visual fatigue if forced to read long passages in small type (Tinker, 1963). Tinker claims that for body font text in print, 9-12 point fonts with 2 points of leading will all have essentially the same reading speed. For online text 12-point size were read faster than fonts at the 10-point size (Bernard, et al., 2002). Eye tracking studies show larger font sizes are read slower than 10-12 point type. The area seen by the eye does not change, but the amount of type seen at a glance decreases. This increases the amount of cognitive effort required to put the words together. Guidelines for choice the font size. For most general audiences, font size at 10–12 points is good. For a predominantly older readership of 65 and over or for audiences with known visual handicaps, use a body text font at 14–18 points. Consider how many greeting card companies and Reader’s Digest offer large print versions. For young children or beginning readers of any age, a type size around 14 points in san serif is best (Bernard et al, 2001). Although these guidelines give rules in point, the actual and apparent size of fonts can vary greatly. Figure xx shows font that are the same size, but display very different actual heights. Font choices need to be tested with the intended readers. Figure xx. Variation in actual height of fonts sizes. All fonts shown are 40 points, but the height of the capital letter varies. Kerning and tracking Kerning is the adjustment of space between pairs of letters. Tracking is the adjustment of space for groups of letters and entire blocks of text. Excessively tight or loose tracking causes readability problem since it makes the words harder to distinguish (figure xx). Very tight kerning is useful for special effects, such as logos where the letters are touching. For example, in the FedEx and IBM logos, the letters all but touch. People read faster with close set type than with regular set type. Reading speed was the same with serif and sans serif (Moriarty & Scheiner, 1984). The justification is that with close set type, more letters can be seen within the fixation area. However, this study was only with reading speed over a short time period and did not attempt to measure comprehension. The proper use of tracking lets the text fit properly onto the page with minimal hyphenation and orphans. The tracking is used to adjust text to prevent widows and orphans, but at times the change is excessive. The design team needs to ensure text adjustments made for a paragraphs appearance do not reduce the overall readability. Figure xx. Example of different font tracking. Settings here are expanded or condensed 1.1 pts versus Microsoft Word’s default of 1.0. Paragraph layout elements The previous section looked at various aspects of a typeface itself. This section looks at the typographic factors that affect how a typeface is set in longer blocks of text. Good layout results in higher satisfaction and less mental fatigue than poor designs (Chaparro, Shaikh, & Baker, 2005). Leading Leading is the space between the lines of text (also called line spacing). The guideline for normal body text is to have leading equal to 20% of the font size. Long lines of text need more leading. Vertical spacing effects how people perceive online text. They seem to prefer a larger amount of vertical space than is standard for web browsers (Holleran & Bauersfeld, 1993), but reading speed and comprehension seem to be relatively unaffected unless taken to an extreme (Chaparro, Shaikh, & Baker, 2005). Line lengths The line of text should be about two alphabets (52 characters) long for best reading. Research into the relative legibility of different line lengths in print has led to recommendations that line lengths should not exceed about 70 characters per line. Most articles tend to claim longer or shorter lines will slow down reading speed. For longer lines, the eye often gets lost during the return to the next line. If the lines are too short, readers cannot make use of much information in each fixation and there is significant time lost as the eye is constantly having to return to the next line (Rayner & Pollatsek,1989). Line length has also been found to affect reading rate online. Dyson and Haselgrove (2001) found the length for best compromise between reading speed and comprehension was 55 characters, comparable to that for print. Longer line lengths do seem to be read faster (Dyson & Kipping, 1998; Shaikh, 2005). Shaikh found lines with 95 characters read the fastest, but the readers preferred shorter lines. On the other hand, 95 characters was her longest line, but reading on paper could easily have a longer line. A portrait-formatted page with .5 inch margins contains 90–95 characters; pages formatted landscape would greatly exceed that length and cause reading trouble. Type alignment The most readable alignment is left justified, ragged right. It provides a distinct visual appearance to each page based on the line breaks. Fully justified text, although used by many book and magazine publishers, does not provide that visual distinction. Left justified, ragged right text also provides the most consistent word and character spacing. Fully justified text often has to use overly tight or loose tracking to align the text. Centered or ragged left, justified right texts are difficult to read since they do not provide a consistent left margin for the eye flyback to return to. They should be used only as special formatting and not for body text or any blocks of text more than a few lines long. Background contrast The eye distinguishes the text based on the relative contrast between the foreground and background. Reducing that contrast makes the eye work harder which lowers reading speed and comprehension. The color used for the background also has a significant effect on the legibility. A study of which looked at slides displayed on a computer screen found reading speeds were highest for color combinations with high contrast between the letters and backgrounds (Garcia & Caldera, 1996). Black-on-white, yellow-on-blue, black-on-gray, and yellow-on-black were read significantly faster than other combinations. Based on the lighting, the legibility of the text can change. With lower light levels, the font must be larger for a person to distinguish it. The background contrast also plays a major role in legibility with smaller fonts being more legible on a high contrast background (figure xx). Figure xx. Legibility with different font/background contrasts. Text is 12 pt Time Roman with the background shading increasing by 20% per step from 0-100%. Reversed out text Reversed type is a lighter typeface on a darker background (figure xx). The large dark area easily draws the eye to it. Reversed type works well for a headline, but not large blocks of text. Black fonts on a light background are more legible than white fonts on a black background (Taylor, 1934; Scharff & Ahumada, 2003). Advertising research has found ads with large revered areas are rated as less visually appealing and rated as harder to read. Ad Effectiveness: "What Affect Does Reverse Type have on an Ad?" The Readex Review, Memo 11, Copyright 2001 Reversed text is read about 10% slower and requires more eye fixations (Tinker, 1963). Reversed type can be harder to read since the ink can spread into the white areas of the reversed type. With normal black on white printing, the ink spreads out and makes the letter wider, with reversed text, the ink spreads in and makes the letter smaller. The ink spread is most pronounced with serif type since narrow serifs can handle very little spreading before looking jagged or broken. The broken appearance makes the page look bad. The large dark area slows down reading. In general, reversed text should be done with larger sans serif fonts and the lines should have increased leading. Figure xx. Reversed type. Notice how the 10 pt lines of (Times Roman) serif and (Arial) sans serif read differently as the black visually bleeds into the serifs. Use of modern serif, with their small serifs would exacerbate the bleed problem. Typeface and emotion High quality HII ensures that any emotional elements within the text fits the information being communicated. The typeface in a presentation carries with it an emotional element that affects how the audience responds to a text and what they learn from it (Larson, 2004). Kostelnick (1990) points out that that the typography carries a “visual texture, tone, and mood,” that “suggests a rhetorical stance: serious, conversational, low key, energetic, highly technical, or user friendly” (p. 199). Essentially every book on typography or desktop publishing discusses typeface personality, although they don’t always use the term ‘personality’. For example, Kostelnick and Roberts (1998) claim that typefaces are perceived as having an emotional state, such as serious, funny, formal, friendly, personable, or technical. Likewise, Parker (1997) and Shushan and Wright (1994) discuss how a typeface conveys mood, communicates attitude, and sets tone. Typeface personality comes from both the typeface anatomy and its context, since long use of certain typefaces in certain contexts has connected them in people’s minds (Mackiewicz, 2005). For example, use of cursive or Old English fonts for invitations. The full typeface personality is not a instant or pre-defined attribute, but rather an emergent one which arises from reading a text with a particular typeface within the overall context of the document, as Brumberger (2004) explains: The data emphasizes that typefaces and texts interact during the reading process, countering the notion that a typeface with a particular persona will lend that persona to any document. Although a group of readers may consistently assign particular personality attributes to a particular typeface, that typeface may not consistently color every text they read in the same way. Thus, the project reinforces the notion of technical communication as rhetorical problem solving (Flower 1989), in which context is crucial and each communication situation requires a carefully considered and appropriately tailored solution (p. 22). In general, each typeface has a distinct persona and the design team must match that persona with the text. In ongoing design battle, some designers want to pick fonts based on their appearance to add interest, while others argue for using standards such a Arial or Times Roman to privilege easy-to-read or what the reader is comfortable with even if they are boring. Working against the latter idea, Mackiewicz (2005) found that fonts perceived as comfortable-to-read are not necessarily perceived as “plain” or “boring.” She found that Gill Sans and Souvenir Lt were rated high on all three scales she test for: comfortable to-read, attractive, and interesting. Her findings on the interesting variable suggest that audiences are ready for fonts that break from default settings and old standards. Of course, design teams need to test their font choices, but other fonts besides the basic standards of Times Roman and Arial can be effectively used (Mackiewicz, 2007a). Brumberger (2003a, 2003b, 2004) has performed the most extensive examination of how a typeface carries with it an emotional element and how people react to that emotional element. Figure xx show some of the typefaces she examined and how they were perceived. Concluding her review of past research into typeface appropriateness, Brumberger (2003a) states “each of these studies demonstrates readers’ awareness of typeface appropriateness and their ability to make judgments regarding the appropriateness of typefaces for a specific purpose or text” (p. 225). Of note, she found readers expect the emotional element to match the tone of the text and any mismatch causes some level of cognitive dissidence. Figure xx. Typeface persona (adapted from Brumberger, 2003b, p. 214) While Brumberger dealt with a wide range of typefaces, even research of common typefaces and staying within a serif or sans serif font style, Tantillo, DiLorenzo-Aiss, and Mathisen (1995) found significant differences in how people perceived a font. When students were asked to evaluate six typefaces (Avant Garde, Century Schoolbook, Goudy Old Style, Helvetica, Times New Roman, or Univers) using 28 variables, the three sans-serif typefaces were rated significantly different from the three serif typefaces on many of the variables. Serif fonts were rated as more elegant, charming, emotional, distinct, beautiful, interesting, extraordinary, rich, happy, valuable, new, gentle, young, calm, and less traditional than the sans serif type styles. They summed up the finding by concluding that sans serif styles were perceived as more readable and less legible than the serif styles. This research used common typefaces which readers should see and read with some regularity, yet they have significant differences in how they were perceived. Design teams need to careful consider the impact of the font choices on the text and not pick based on a designer’s favorite or simply falling back on Times Roman or Arial. One piece of helpful research, Mackiewicz (2005) found that examining only five of the letters within a font—uppercase J and lowercase a, g, e, and n letterforms—gives enough information for a design team to make decisions about the font emotional attributes and to determine if the font is appropriate for the document.
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