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Visual Answers to Scientific Questions

Graphics that convey process, structure, and instruction can act as intermediaries between information and understanding.

Howard Wainer and

n 1787, Charles Gravier, Count of time, visualizations have been spatial have in common is that they provide a Vergennes, delivered a gift to the representations of spatial phenomena, uniquely effective way to think about King of France, Louis XVI: A book being the most obvious example and understand scientific phenomena. by , a young Scot- of visual space being used, in miniature, Itish engineer, which had been published to represent geographical space. The Goals of Visualizations in London a year prior. Titled The Com- These visualizations—drawings, il- There is a rich history of examining such mercial and Political Atlas, it contained lustrations, and —of space graphics to visualize the unseen or to no maps, but instead displayed innova- as space, represent a literal lifelikeness, understand the unknown. The graphics tive of principally economic data. as in graphic violence and graphic novel. answer basic questions, such as: How do Louis XVI, an amateur geographer and Ironically, this definition of graphic is not I get there? How do I do it? What hap- owner of many fine atlases, examined listed first in dictionaries, even though it pened? Why did happen? But they also his new acquisition with great interest. is the far older usage. serve the deeper purpose of acting as an Although the charts were novel, he had The preference for visual over verbal intermediary between information and no difficulty in grasping both their con- descriptions of real-world phenomena understanding. They can communicate tent and their purpose. He is reported to accelerated in the late 18th century with what was found to a broader commu- have concluded that the charts “spoke the rising popularity of the epistemol- nity, and preserve what was ephemeral all languages and were very clear and ogy espoused by the British empiricists, for distribution to all—not just the lucky easily understood.” The communica- especially David Hume. They believed few who were in the right place at the tive clarity and universality of the vi- that language, developed before science, right time with the right equipment. In sual form has been rediscovered and was not as well suited for scientific com- addition, they have often been called repeated endlessly in the more than two munication as other means, especially into service for their believability. Ed- centuries since the last French monarch. visual ones. By 1878, most natural scien- ward R. Tufte, in his classic 1983 book Humans have used visualizations tists agreed with what French physiolo- The Visual Display of Quantitative Informa- to answer important questions for mil- gist Étienne-Jules Marey had said on the tion, made the point that effective dis- lennia. Charts and that show value of graphical representation: plays provide “beautiful evidence.” spatial representations of distinctly non- Aristotle, in his Metaphysics, ob- There is no doubt that graphical spatial phenomena are a more recent de- served that “we understand best those expression will soon replace all velopment, and they tend to get a lot of things we see grow from their very be- others whenever one has at hand modern glory in big data mining and vi- ginnings.“ And indeed, if answering a movement or change of state— sualization. However, for a much longer questions was all that visualizations in a word, any phenomenon. could do, their place in the pantheon Born before science, language is of scientific tools would be secure. But often inappropriate to express ex- as polymath John is a and author. His act measures or definite relations. most recent book is Truth or Truthiness: Distin- Tukey reminded us in 1977, “a picture guishing Fact from Fiction by Learning to Think Since Marey’s time, language has ob- achieves its greatest value when it forc- like a Data Scientist (Cambridge University Press, viously not disappeared in the service es us to notice what we never expected 2016). Michael Friendly is a professor of psychol- of conveying science or other informa- to see.” Graphics, representing space as ogy at in Toronto and director of tion, but there can be no doubt that space, have been invaluable in the past its Statistical Consulting Service. His most recent visualizations have blossomed. To ex- (as the following examples illustrate), book is Discrete Data Analysis with R: Visualiza- tion and Modeling Techniques for Categorical amine the growth and power of visual- remain vital in the present (as shown and Count Data (Chapman & Hall, 2015). Their izations, we have chosen to look back to by your car’s GPS or the weather maps upcoming book in press is Data : A the 19th and 18th centuries, specifically on the nightly news), and they will no History of Visual Thinking and Graphic Com- at examples of falling cats, the physi- doubt continue to provide a valued munication (Harvard University Press). Email for cal character of a woolly mammoth, complement to synthetic statistical Wainer: [email protected] and ship building. What these graphics graphs to guide us in the future.

210 American Scientist, Volume 107 © 2019 Sigma Xi, The Scientific Research Honor Society. Reproduction with permission only. Contact [email protected]. vides a close account of the cat’s for a happy landing. In frames 11 to 13, as the cat is approaching the ground, its legs are still stretched out, front and back, then from frames 14 to 16, it does two things: first, it extends its feet down for landing, and then arches its back to absorb the shock. Finally, in the ending three frames, the cat raises its tail, to achieve balance in its landing position. Marey published his investigations of the motion of falling cats in the prestigious French Proceedings of the Academy of Sciences (Compte rendus de l’Academie des Sciences). He was able to conclude that it was the inertia of the cat’s own mass that enabled it to right itself, using separate actions of Successive images from 1894 of a falling cat were captured in photographs taken at a rate of its muscles in its front and rear halves. 12 frames per second with a “chronophotographic gun.” This device (below) had a cylinder on As this example shows, the unaid- top to hold the film roll and recorded 24 images over a two-second period. ed eye was unable to discern the an- swer to the widely asked question of how a cat can right itself while falling Falling Cats and Photography Guns and thus land on its feet. But once the eye was augmented with the proper The question of how a falling cat ple and animals as they walked, ran, equipment, an answer was obtained almost always lands on its feet has at- leaped, and jumped, against a black that could be universally agreed upon, tracted the interest of some legend- background. The figure above shows with additional interpretation. Not ary mathematical physicists, includ- that during the experiment, a cat was only could the scientists see the data, ing James Clerk Maxwell and George held by its feet and let go in that po- but others were able to “read” these Gabriel Stokes. It was commonly be- sition. One chronophotographic gun images as well, and draw their own lieved that cats had a “righting reflex,” was used to record the side view, while conclusions. An anonymous writer in so the empirically minded Maxwell another recorded the end view. Marey Nature made these observations: “The and some of his contemporaries at- also arranged these frames into a short rotation of the fore and hind parts of tempted to determine such data as the film, making the first cat video. the cat’s body takes place at different minimum height of fall for a cat to fail to right itself. At that time, cat defenes- tration was reputed to have caused death or injury to not a few felines in the name of science. But the exact mechanism of the cat’s usual response and an understanding of how it could accomplish this right- ing were unknown. To physicists, the problem was how a cat could turn itself over without violating the laws of phys- ics. The principle of conservation of an- /Alamy Stock Photo gular momentum meant that rotational change must remain constant unless act- ed upon by an external torque, so how could a cat rotate in three-dimensional space in the absence of an external force? FALKENSTEINFOTO Étienne-Jules Marey, a French scien- tist, physiologist, and chronophotogra- pher, saw this question as just another applied scientific problem that he could As the images show, the cat’s vertical stages. At first the twist is almost ex- tackle with his chronophotographic position is nearly the same in the first clusively confined to the fore part, but gun—an instrument that could take 12 frames while the assistant opens his when this amounts to about 180 de- consecutive photos per second at the hands, until the cat is finally in free fall. grees the rear part of the animal turns.” pull of the trigger. In 1894 he carried It is remarkable that the cat’s righting The writer also noted the cat’s “expres- out a series of empirical studies of fall- response is immediate, and is nearly sion of offended dignity . . . at the end,” ing cats at his Physiological Station, a completed in frames six through eight. concluding that it indicated “a want of

Etienne-Jules Marey/Wikimedia Commons; Etienne-Jules Marey/Wikimedia lab space were he photographed peo- But equally, detailed inspection pro- interest in scientific investigation.”

www.americanscientist.org © 2019 Sigma Xi, The Scientific Research Honor Society. Reproduction 2019 July–August 211 with permission only. Contact [email protected]. ing relatives. Modern reconstructions get woolly mammoth anatomy right— upward curling tusks, humped shoul- ders, downward sloping spine—a re- sult obtained not solely by studying bones but also by looking closely at the

Among other mistakes, Peale had the woolly mammoth’s tusks on upside down.

art of those who observed the animals firsthand. More than half of the hun- dreds of drawings left by Paleolithic artists on the walls of the Rouffignac cave were of woolly mammoths. This resource was unavailable to Peale. Al- though the cave’s art had been known An 1802 drawing of the mammoth was based on a skeletal reconstruction of the time that char- about from the 15th century, it was not acterized it as a “carnivorous animal of immense size.” Cave drawings of mammoths, such as the one from Rouffignac Cave in France shown below, were not widely known at the time. widely studied until the 1940s. Peale’s case, compared with the modern rendering of the woolly mam- What Does a Woolly Mammoth Look Like? moth, shows the power of the draw- ings to answer the question, What did On the walls of caves at Lascaux took it on the road, displaying it in both the animal look like? These illustra- and Rouffignac in the south of France London and Bristol. A contemporane- tions offer a window into the deeper are some the earliest examples of hu- ous drawing based on Peale’s skeleton context of the history of science by man visualizations. There are hun- (left), however, shows that among his also provoking the question, How dreds of remarkable paintings and other mistakes, he had the tusks on up- did these animal live? Although the drawings of animals, humanlike fig- side down. Peale was even confused answer to the deeper question is not ures, and abstract or geometric signs, which carbon dating has estimated to be about 13,000-17,000 years old. Al- though these cave drawings are styl- ized, they are spectacular by any mea- sure. The animals depicted were so majestically rendered (right) that the French historian Henri Abbé Breuil (1877–1961) called Lascaux ”the Sistine Chapel of prehistory.” The value of such visual communications has some- times proved to be profound. Through such depictions, the original artists have reached out across the centuries and aided modern understanding of ancient creatures. The story of the reconstruction of the woolly mammoth serves as an ex- ample. In 1801, Charles Willson Peale, a curator of one of the first museums of natural history in the , put a mammoth skeleton on display in about the mammoth’s eating habits, de- entirely clear, having an accurate an- Philadelphia’s Philosophical Hall. The scribing them as carnivorous. swer to the first one means that inves- skeleton was a mixture of anatomy and Peale had reconstructed the animal tigators can at least begin on the right guesswork; missing bones had been re- from fossilized bones, anatomical sur- path, so it is difficult to overestimate placed by wood or papier-mâché. The mises, and analogical reasoning based the power of firsthand observations

exhibit proved so successful that Peale on elephants, the animal’s nearest liv- accurately conveyed. Rapp Halour; The History Collection/Alamy Stock Photo

212 American Scientist, Volume 107 © 2019 Sigma Xi, The Scientific Research Honor Society. Reproduction with permission only. Contact [email protected]. A plate in Charles-Joseph Panckoucke’s 1783 Encyclopédie Méthodique: Marine shows how Bibliography various parts of a ship were seen to be embedded in the local trees. Breuil, H. É. P. 1952. Four Hundred Centuries of Cave Art. Montignac: Cen- tre d’etudes et de documentation pre- How to Build a Ship from a Forest historiques. Friendly, M., and H. Wainer. In press. Some of the things that people knew harvested, and the sawyers would use : A History of Visual how to do long ago now seem mysteri- the figure to guide their cutting. Thinking and Graphic Communication. ous to us. For instance, it is difficult for This graphic is an early example of Cambridge: Harvard University Press. us to imagine the combination of sci- visual thinking and visual explanation Funkhouser, H. G. 1937. Historical ence and craft required for shipwrights that compactly answers: How do I do it? development of the graphic representa- to efficiently transform the contents of How do I transform the trees like those tion of statistical data. Osiris 3:269–404. a local forest into a 19th-century, 24- found in a local forest into the necessary Marey, É. J. 1894. Des mouvements gun frigate for the British Royal Navy. parts to build a ship? Such instructions que certains animaux exécutent pour How did they look inside the tree to see could be expressed verbally, in the same retomber sur leurs pieds, lorsqu’ils what parts could be used for different way that someone might provide you sont précipités d’un lieu élevé. Comptes purposes, and then make a to with turn-by-turn directions when you rendus 119:714–717. show how it could be done? are lost. But how many words would it The figure above is from Charles- take to lay out the structure of tree selec- Playfair, W. 1801. The Commercial and Joseph Panckoucke’s 1783 marine ency- tion and the necessary carpentry to serve Political Atlas, Representing, by means of clopedia, and shows how shipwrights the purposes of the shipwrights? And in Stained Copper-Plate Charts, The Progress could inscribe on trees the parts of the how many different languages would of the Commerce, Revenues, Expenditure, ship they needed to build the whole ves- the instructions have to be repeated to and Debts of England, during the whole sel. Long, straight tree trunks would be- make them universally understood? of the Eighteenth Century. Edited and come the ship’s masts; shorter, straight But, as with asking for directions and be- introduced by Howard Wainer and Ian sections would be its spars or yardarms, ing drawn a , this gives Spence. : Cambridge Univer- and forked sections would naturally fill immediate, memorable instructions that sity Press, 2007. and buttress the bow or various over- can be utilized, and the lessons implicit Tukey, J. 1977. Exploratory Data Anal-

Historic Images/Alamy Stock Photo hangs. The trees were then efficiently in it are easily generalized for future use. ysis. Addison-Wesley: Boston.

www.americanscientist.org © 2019 Sigma Xi, The Scientific Research Honor Society. Reproduction 2019 July–August 213 with permission only. Contact [email protected].