UNESP – UNIVERSIDADE ESTADUAL PAULISTA “JÚLIO DE MESQUITA FILHO” CÂMPUS DE PRESIDENTE PRUDENTE Programa de Pós-graduação em Ciências Cartográficas GUSTAVO GRASSI COLOR PREFERENCE OF CARTOGRAPHIC SYMBOL DESIGN RELATED TO THE URBAN LANDSCAPE CHARACTERISTICS OF SÃO PAULO WESTERN REGION FOR 1:10,000 TOPOGRAPHIC MAPS Presidente Prudente – SP 2021 2 UNESP – UNIVERSIDADE ESTADUAL PAULISTA “JÚLIO DE MESQUITA FILHO” CÂMPUS DE PRESIDENTE PRUDENTE Programa de Pós-graduação em Ciências Cartográficas GUSTAVO GRASSI COLOR PREFERENCE OF CARTOGRAPHIC SYMBOL DESIGN RELATED TO THE URBAN LANDSCAPE CHARACTERISTICS OF SÃO PAULO WESTERN REGION FOR 1:10,000 TOPOGRAPHIC MAPS Presidente Prudente – SP 2021 Master Science dissertation presented to the Programa de Pós-graduação em Ciências Cartográficas, Faculdade de Ciências e Tecnologia de Presidente Prudente/SP – UNESP. Supervisor: Prof. Dr. Edmur Azevedo Pugliesi 3 Sistema de geração automática de fichas catalográficas da Unesp. Biblioteca da Faculdade de Ciências e Tecnologia, Presidente Prudente. Dados fornecidos pelo autor(a). Essa ficha não pode ser modificada. G769c Grassi, Gustavo Color preference of cartographic symbol design related to the urban landscape characteristics of São Paulo western region for 1:10,000 topographic maps / Gustavo Grassi. -- Presidente Prudente, 2021 145 p. Dissertação (mestrado) - Universidade Estadual Paulista (Unesp), Faculdade de Ciências e Tecnologia, Presidente Prudente Orientador: Edmur Azevedo Pugliesi 1. Topographic map. 2. Cartographic design. 3. Cartographic symbol design. 4. Landscape. 5. Color preference. I. Título. 4 5 To my beloved parents, Zilda and Orlando, to my sister, Júlia, to my cats (Sami, Ninim, especially Ziva), to my dogs (Kate and Mulanguim), in memoriam of Lilica. To my sensei, dr. Daisaku Ikeda. To my great friends, Bruno, Mari, Vito, and colleagues with whom I shared this brief journey. 6 ACKNOWLEDGEMENTS This study was funded by Conselho Nacional de Desenvolvimento Científico e Tecnológico – CNPq. Grant: 132401/2019-3. I would like to thank the UNESP (Universidade Estadual Paulista) – Faculdade de Ciências e Tecnologia, Câmpus de Presidente Prudente and PPGCC (Programa de Pós-graduação em Ciências Cartográficas) for all support and infrastructure to develop this research. I am thankful to my supervisor, Prof. Dr. Edmur Azevedo Pugliesi, for his guidance and support in this research. I am thankful to my friends and colleges from PPGCC for their support and collaboration in developing this work. I am thankful to all those who kindly agreed to participate in the research as subjects. This study was financed in part by the Coordenação de Aperfeiçoamento de Pessoal de Nível Superior - Brasil (CAPES) - Finance Code 001. 7 “Buddhism is a teaching of unsurpassed reason. Therefore, the strength of your faith must manifest itself in the form of studying, exercising your ingenuity, and making twice as much effort as anyone else. Earnest daimoku is the wellspring for the energy to challenge these things.” Daisaku Ikeda 8 Abstract This research aims to evaluate the preference for buildings cartographic symbol designs for topographic maps at 1:10,000 scale, to define symbols that may represent part of the western urban landscape located in the state of São Paulo. Three proposals were designed to represent urban buildings in the context of topographic maps: Pink visually coherent with the national cartographic conventions; Orange visually coherent with the urban landscape of the western portion of the São Paulo state; Gray visually coherent with the digital navigational maps used frequently. The map evaluation considered the preference for the symbol designs by using two groups of participants, one named architects, and the other named non-architects. Participants gave their opinions about the designs, scored, and ordered them as well. The Orange design, understood as visually coherent with the urban landscape of the western portion of the São Paulo state, was the most preferred in all aspects, in terms of opinion, score, and order of preference. Despite that, the differences in score and order of preference between Orange and Pink designs were not statistically significant. On the other hand, the differences in score and order of preference between Gray and the two other designs were statistically significant, indicating that the Gray as the least preferred. The participants' opinions indicated that the preference for the Orange is related to the better contrast between the buildings and the other cartographic symbols on the map. Also, the preference was influenced by the visual comfort provided by the composition, for being more colorful and more attractive, when compared with Pink and Gray. Furthermore, from the statistical analysis considered, map users with background knowledge in architecture and those with other backgrounds could be considered part of the same population. Keywords: Topographic map; Cartographic design; Cartographic symbol design; Landscape; Color preference. 9 Resumo O objetivo desta pesquisa é avaliar a preferência de símbolos cartográficos de edificações em mapas topográficos na escala 1: 10.000, para definir símbolos que podem representar parte da paisagem urbana localizada no oeste do estado de São Paulo. Foram elaboradas três propostas de mapas topográficos para representação de edifícios urbanos: Rosa visualmente coerente com as convenções cartográficas nacionais; Laranja visualmente coerente com a paisagem urbana do oeste paulista; Cinza visualmente coerente com os mapas de navegação digitais usados com frequência. A avaliação do mapa considerou a preferência pelos desenhos dos símbolos usando dois grupos de participantes nomeados de arquitetos e não arquitetos. Os participantes deram suas opiniões sobre os designs, pontuaram e também os ordenaram. O design Laranja entendido como visualmente coerente com a paisagem urbana do oeste paulista foi o mais preferido em todos os aspectos, ou seja, em termos de comentários, pontuação e ordem de preferência. Apesar disso, as diferenças em pontuação e ordem de preferência entre os designs Laranja e Rosa não foram estatisticamente significativas. Por outro lado, as diferenças na pontuação e ordem de preferência entre Cinza e os dois outros designs foram estatisticamente significativas, indicando que o Cinza foi o menos preferido. As opiniões dos participantes indicaram que a preferência pelo Laranja está relacionada com o melhor contraste entre as edificações e os demais símbolos cartográficos no mapa. Além disso, a preferência foi influenciada pelo conforto visual proporcionado, por ser mais colorido e atraente que o Rosa e o Cinza. Além disso, a partir da análise estatística utilizada nesta pesquisa, os usuários do mapa com formação em arquitetura e aqueles com outras origens podem ser considerados parte da mesma população. Palavras-chave: Mapa topográfico; Projeto cartográfico; Projeto de símbolo cartográfico; Paisagem; Preferência por cor. 10 Figure Index Figure 1 – Electromagnetic spectrum ....................................................................................... 25 Figure 2 – Human eye components .......................................................................................... 26 Figure 3 – Grouping by color similarity, white circles versus black circles ............................ 28 Figure 4 – Difference between the perception of the figure and ground as a function of the contour: a) weak contour refers to the weak perception of the ground; b) better differentiation between the figure and the ground by highlighting the outline ................................................ 29 Figure 5 – Example of simultaneous contrast or induction ...................................................... 32 Figure 6 – Example of successive contrast or color differentiation ......................................... 33 Figure 7 – Workflow for creating the three designs ................................................................. 36 Figure 8 – Area of study in the São Paulo County highlighted by black contour selected for this research .............................................................................................................................. 38 Figure 9 – Clippings of satellite images in the true color composition of cities in the São Paulo state ................................................................................................................................ 44 Figure 10 – Clippings of satellite images in true color composition from the capital and metropolitan region of the São Paulo state ............................................................................... 45 Figure 11 – Clippings from municipalities of the western of the São Paulo state: a, b, c, d, e, f satellite images in true color composition, 2020 g, h, i, j, k, l orthoimages at 1:10,000 scale, 2010 .......................................................................................................................................... 46 Figure 12 – Clippings of digital navigational maps: Google Maps above and Waze online bellow ....................................................................................................................................... 47 Figure 13 – Clippings of proposed designs applied for the area 01 at 160 dots per inch resolution, zoom 100%: Pink (on the top), Orange (in the middle), Gray (at the bottom) ...... 50 Figure 14 – Proposed designs applied for the area 01: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 51 Figure 15 – Proposed designs applied for the area 02: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 52 Figure 16 – Proposed designs applied for the area 03: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 53 Figure 17 – Proposed designs applied for the area 04: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 54 Figure 18 – Proposed designs applied for the area 05: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 55 Figure 19 – Proposed designs applied for the area 06: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 56 Figure 20 – Proposed designs applied for the area 07: Pink (on the top), Orange (in the middle), Gray (at the bottom) ................................................................................................... 57 Figure 21 – Workflow of the steps used to evaluate the user’s preference for the proposed designs ...................................................................................................................................... 58 Figure 22 – Steps used during the interview with the questionnaires ...................................... 63 Figure 23 – Boxplot showing means for each design, according to the preference of architects in (a) and non-architects in (b) ................................................................................................. 76 Figure 24 – Boxplot showing the means by design assessed by architects and non-architects 77 Figure 25 – Mean of preference responses from the group of (a) architects (b) and non- architects ................................................................................................................................... 79 11 Table Index Table 1 – Specification of the feature classes selected for this work ....................................... 39 Table 2 – Graphical specification of some feature classes presented in the T34-700 manual . 42 Table 3 – Graphical specification of the cartographic symbols ............................................... 48 Table 4 – Architects' opinions about the Pink design .............................................................. 68 Table 5 – Architects' opinions by feature class in the Pink design .......................................... 68 Table 6 – Architects' opinions about the Orange design .......................................................... 69 Table 7 – Architects' opinions by feature class in the Orange design ...................................... 69 Table 8 – Architects' opinions about the Gray design .............................................................. 70 Table 9 – Architects' opinions by feature class in the Gray design .......................................... 70 Table 10 – Non-architects’ opinions about the Pink design ..................................................... 71 Table 11 – Non-architects' opinions by feature class in the Pink design ................................. 71 Table 12 – Non-architects’ opinions about the Orange design ................................................ 72 Table 13 – Non-architects' opinions by feature class in the Orange design ............................. 72 Table 14 – Non-architects’ opinions about the Gray design .................................................... 73 Table 15 – Non-architects' opinions by feature class in the Gray design ................................ 73 Table 16 – Summary of the statistical distribution employed to the mean of the datasets for the rating scores assigned by architects and non-architects. The significance level considered was 5% (≥ 0.05) ....................................................................................................................... 75 12 Summary 1. Introduction ................................................................................................................... 14 1.1. Aim ........................................................................................................................ 18 1.2. Justification ............................................................................................................ 19 1.3. Dissertation overview ............................................................................................ 20 2. Literature Review .......................................................................................................... 21 2.1. Topographic Maps ................................................................................................. 21 2.2. Landscape .............................................................................................................. 23 2.3. Light and receptors ................................................................................................ 24 2.4. Perceptual organization .......................................................................................... 26 2.5. Principles of colors for cartography ....................................................................... 29 2.5.1. Color vision ........................................................................................................ 29 2.5.2. Color components and color models .................................................................. 30 2.5.3. Color contrast and differentiation ...................................................................... 31 2.5.4. Subjective reactions to color .............................................................................. 33 2.6. Map evaluation ....................................................................................................... 34 3. Cartographic design for the topographic maps ............................................................. 36 3.1. Planning the map .................................................................................................... 37 3.2. Preparing the cartographic database ...................................................................... 38 3.3. Designing cartographic symbols for the proposed topographic maps ................... 39 3.3.1. Visual coherence between the proposition and the national cartographic convention ......................................................................................................................... 41 3.3.2. Visual coherence between the proposition and the western landscape in the state of São Paulo ...................................................................................................................... 43 3.3.3. Visual coherence between the proposition and the digital navigational maps used frequently .................................................................................................................. 46 3.4. Proposed designs and graphical specifications ...................................................... 48 4. Assessment of the user’s preference ............................................................................. 58 4.1. Preparing the questionnaire and commitment documents ..................................... 59 4.2. Subjects .................................................................................................................. 59 4.3. Experimental design ............................................................................................... 60 4.4. Procedure ............................................................................................................... 61 5. Results ........................................................................................................................... 64 5.1. Analysis of the opinions regarding the characteristics of the designs ................... 64 5.1.1. General analysis by the design composition ...................................................... 65 13 5.1.2. Analysis by toponymy and individual cartographic symbols ............................ 66 5.2. Analysis of the rating scores assigned to the designs ............................................ 74 5.2.1. Statistical analysis of the data distribution ......................................................... 74 5.2.2. Comparison of the scores for architects and non-architects ............................... 75 5.2.3. Comparison of the scores between architects and non-architects ...................... 76 5.3. Analysis of the order of preference for the designs ............................................... 77 5.3.1. Percentage of the order of preference ................................................................ 78 5.3.2. Paired comparison for architects and non-architects .......................................... 79 5.3.3. Paired comparison between the architects and non-architects ........................... 80 5.4. Discussion .............................................................................................................. 81 6. Conclusions and recommendations ............................................................................... 86 REFERENCES ..................................................................................................................... 90 APPENDIX A – DOCUMENTS FOR THE ETHICAL AND LEGAL PURPOSE PROVIDED FOR THE LOCAL RESEARCH AND ETHIC COMMITTEE ..................... 96 APPENDIX B – QUALITATIVE DATA: SUBJECTS’ RESPONSES FOR WHAT THEY THINK ABOUT THE DESIGNS ...................................................................................... 106 APPENDIX C – QUANTITATIVE AND ORDINAL DATA: SUBJECTS’ RESPONSES ABOUT SCORE RATING AND PREFERENCE ORDERING THE DESIGNS ............ 133 APPENDIX D – CATEGORIZATION OF DESCRIPTIONS REPORTED BY SUBJECTS IN TERMS OF AESTHETIC DIMENSIONS AND USABILITY ITEMS ...................... 142 14 1. Introduction Topographic maps represent natural and anthropic geographic features of the Earth’s surface (KEATES, 1973). These kinds of maps present a wide variety of landscape features, and they serve as a basis for several applications (ROBINSON et al., 1995; SSC, 2005; KENT, 2009; COLLIER, 2009). The beauty associated with topographic maps is related to how the landscape characteristics are symbolized cartographically (KENT, 2005). Each country has its symbology style, which is applied to the national topographic maps (ROBINSON et al., 1995) and the style may characterize a national identity (KENT, 20009; KENT; VUJAKOVIC, 2009). Studies regarding the representation of topographic maps that have been conducted worldwide are limited (SLUTER et al., 2018). Some of the research in Europe focused on understanding the characteristics and peculiarities of the topographic map's styles used by the national mapping agencies in European countries (KENT, 2009; KENT; VUJAKOVIC, 2009, 2011; ORY et al., 2015). The style of a topographic map could be identified by symbology and texts, which is employed to describe landscape (KENT, 2005). Those works considered topographic maps at 1:50,000 scale to identify stylistic similarities between national symbology. In the United States, Raposo and Brewer (2014) studied the preference of different cartographic designs by using orthoimages as background for U.S. topographic maps at 1:24,000 scale. They tested different designs for the whole U.S. considering several different landscapes. Their results identified that the preference for the topographic map design was influenced by the landscape portrayed. In Brazil, efforts have been engaged on studying large-scale topographic maps mainly with cartographic generalization (COMÉ; SLUTER, 2015; CASTRO; SLUTER, 2019; GRASSI; PUGLIESI, 2020b), cartographic representation at multiple scales (MENDONÇA; 15 AMORIM; PUGLIESI, 2017), and cartographic symbol design (NATINGUE, 2014; SLUTER et al., 2018; LEMES NETO, 2020). Brazilian researchers have, recently, concentrated on studying large-scale topographic maps representations due to the absence of cartographic conventions1 (SLUTER et al., 2018). Paraná state established its large-scale cartographic conventions visually coherent with the national cartographic conventions (SLUTER et al., 2018). In São Paulo, cartographic conventions are established by Instituto Geográfico e Cartográfico do Estado de São Paulo - IGCSP (Geographic and Cartographic Institute of the São Paulo State), a state mapping agency. Among the products made and supplied by IGCSP, one of them is the topographic maps at 1:10,000 scale, which are resulting from photogrammetric restitution by using Computer-Aided Design (CAD) tools. Observing the urban landscape of the western region of the São Paulo state through a true color composition of satellite images or orthoimages at 1:10.000 scale, some features are noticeable: buildings in a mix of orange, red, and brown shades; paved roads in dark gray; and vegetation in medium-dark green shades. Those features seem to be representative of the urban space at 1:10.000 scale. Both state agencies mentioned previously employ different ways of representing the urban landscape. It seems that both of them seek to follow visual coherence with the conventions established by the national topographic mapping2 agency instead of coherence with certain features of the urban landscape, such as those buildings symbols in shades of red. According to Sluter et al. (2018), in Parana state the Câmara Técnica de Cartografia e Geoprocessamento – CTCG (Technical Chamber of Cartography and Geoprocessing) agency requested from their research group a study about large-scale topographic map conventions. They declared have followed principles of legibility for topographic maps which were 1 The definition of cartographic conventions on topographic maps follows Kent and Vujakovic (2009), “e.g. surronding the use of color, such as blue for water, brown for contours, green for vegetation, and black for ‘cultural’ features”. 2 In Brazil, the expressions “national systematic mapping” or “systematic mapping” are used for topographic mapping. 16 presented by Keates (1973). The result presented by the authors is similar to the national cartographic conventions. On the other hand, to represent the portion west of the São Paulo state on large- scale maps, designing cartographic symbols and evaluating the communication quality of those symbols are necessary to recommend to the IGCSP agency appropriate ways of characterizing the landscape. Since this study is purely scientific, were sought options and non-orthodoxy possibilities for conceiving a large-scale topographic map representation, which is the first Brazilian study to explore this unknown area. The landscape representation through topographic map symbols could be established based on different aspects of visual coherence, such as the conventions established for the national topographic mapping, the experience or habit of using online maps for navigation, the similarity of the symbol with the regional landscape. The national cartographic conventions that represent the official topographic maps, for scales between 1:25,000 and 1:250,000, are available in the technical manual T34-700, are established by the Diretoria de Serviço Geográfico do Exército (Brazilian Army) (BRASIL, 2000). In the absence of cartographic conventions for large-scale topographic maps, the municipalities or the states could have available a standard symbology to produce a homogeneous mapping for all municipalities that respect the regional and local landscape characteristics. The frequent experience or the habit of using online navigational maps (such as Google Maps, Bing Maps, ArcGIS Online, or Waze) may influence the preferences when choosing the symbolized landscape through a topographic map. Experience or habit is a Gestalt law in searching for visual patterns (ELLIS, 1955; MACEACHREN, 1995). According to Dearden (1984), familiarity and habit with particular places, such as forests, farms, or cities in recreational activities and travels, influenced the landscape preference. Additionally, Hammitt, Knauf, and Noe (1989) found that recreational activity preference is strongly related to experience in that activity, not their expertise. 17 The beauty and aesthetic of a place can be translated into cartographic conventions and applied to topographic maps (KENT 2005). Associating the cartographic symbol with the landscape could define identities that vary through the space on a topographic map. Thus, the cartographic convention could be thought of and developed to portray a local or a regional landscape. The landscape perception is strongly related to the scale and to the observer’s cultural background, and "it could be defined as the domain of the visible, that which the view encompasses" (SANTOS, 1988). Considering individual differences, people with different characteristics or levels of knowledge, such as a professional trained in architecture, an artist, or an ordinary person, could perceive the landscape differently (SANTOS, 1988). The process of perceiving the local landscape that is portrayed on a topographic map may be entirely dissimilar among readers with different levels of knowledge. In addition, as the topographic map symbols would be consistent with the local landscape, the readers’ preference for the landscape may influence his preference for different map designs. In research carried out by Dearden (1984), the landscape preference of a group of participants was strongly influenced by the current living environment (last five years) and past landscape experiences. Also, the recreational activities and travel, otherwise, professional expertise and socio-economic variables did not influence them. In the matter of topographic map design preference, Raposo and Brewer (2014) found out that the landscape characteristics had direct influences on the map readers' preference. Consequently, the landscape of the living environment seems to affect the individuals' preference for the landscape. It appears that the preference for different topographic map designs is closely related to the landscape characteristics. Although the national conventions are related to the landscape, the generic character of the landscape for the whole country may not be the most appropriate at the local and regional levels. 18 Hence, two questions are presented by considering the visual coherence between the propositions created in this research and the concepts that they represent, intending to supply the absence of large-scale topographic map conventions for the São Paulo state. First, which kind of design best represents the landscape of the western region of the state of São Paulo: national conventions, online maps for navigation, or urban landscape? Second, could professional training influence the preference for choosing different designs? It is hypothesized that people who live in the west of the São Paulo state will prefer topographic maps at 1:10,000 scale more visually related to the landscape characteristics that are present in the region where they live due to previous experience with that landscape rather than a design visually coherent with the national cartographic conventions, or visually coherent with the online navigation maps. 1.1. Aim This research aims to evaluate the preference for cartographic symbol designs that represent buildings on topographic maps at 1:10,000 scale, to define symbols that may represent part of the western landscape of the state of São Paulo. The specific objectives for this study are summarized in: - Design three proposals of buildings cartographic symbol for topographic maps considering three types of visual coherence: national conventions, online maps for navigation, and urban landscape. - Analyze the subject’s opinions about each proposed design. - Analyze the subject’s preference for the designs in terms of score and order of preference. 19 1.2. Justification The topographic maps at 1:10,000 scale, produced by the Instituto Geográfico e Cartográfico do Estado de São Paulo – IGCSP (Geographic and Cartographic Institute of the São Paulo State), are available in CAD (Computer-Aided Design) and paper formats. However, those types of material have their representations limited for database purposes and for viewing in digital media. In contrast, some countries offer online platforms for topographic maps, such as the United States of America (United States Geological Survey – USGS), Germany (Geodateninfrastruktur Deutschland – GDI), the United Kingdom (Ordnance Survey – OS), and the Netherlands (Publieke Dienstverlening Op de Kaar – PDOK), also due to the digital technology advances and a stable economy. In Brazil, an initial effort has been conducted (https://bdgex.eb.mil.br/bdgexapp/mobile/), but it seems that official national topographic maps are far away to be constructed and used effectively online in the following years. Since there are no national cartographic conventions for maps at 1:10,000 scale, topographic maps produced by IGCSP should have their conventions. Kent (2009) points out the importance of representing topographic maps as a means of revealing a “socially constructed landscape,” which could be understood as “achievement of political independence”. In addition to portraying the landscape, the cartographic symbols could reveal its beauty (KENT, 2005). A beautiful, pleasant, and attractive map tends to be used more often. In the digital environment, especially on the internet, the beauty and quality of the map are vital elements to attract the user to read, return and continue visiting your content (DEEB et al., 2015). Topographic maps can be used to implement several applications that are part of people's daily lives. It is possible to think that the availability of topographic maps on the internet that reveal the landscape features can be reached by many users. In this sense, the 20 construction of a symbology based on theories of cartographic communication and psychology of perception can contribute to achieving map communication and encourage the use of topographic maps. When considering the state of São Paulo, the most populous in Brazil, the development of user-oriented symbology can positively impact many users in different areas, such as education, urbanism, business, and engineering. This work aims to take a step towards those paths and seek an initial comprehension about the topographic maps preference with a group of people who live in the west of the São Paulo state and serve as a source of inspiration and reference for further studies research on this subject. 1.3. Dissertation overview This dissertation was structured in the following five chapters. Chapter 2 “Literature review” serves as the theoretical basis for elaborating and evaluating the cartographic designs: topographic maps, landscape, light and receptors, perceptual organization, principles of color for mapping, and map evaluation. Chapter 3 “Cartographic design for the topographic maps” considers the processes of planning the map, obtaining and preparing the cartographic database, designing the cartographic symbols. Chapter 4 “Assessment of the user’s preference” presents the steps employed to prepare questionnaires, and commitment documents that are required for the interviews, the recruitment of subjects, the experimental design, and the details of the procedure that involves the map evaluation. Chapter 5 “Results” describes the process of analyzing qualitative and ordinal data obtained from the interviews with the subjects, taking into account the statistical distribution of the data, and the type of statistical analysis that fit with the data. Chapter 6 “Conclusion and recommendations” presents the analysis of the results and bring out ideas for further research. 21 2. Literature Review 2.1. Topographic Maps Topographic maps are directly related to the topography, which refers to representing and identifying all features that are located on the Earth's surface, whether a natural or anthropic character, always associated with a specific position (KEATES, 1973). What will be portrayed on the map occurs by the importance of the features in its geographical context (COLLIER, 2009). The SSC (2005) indicates that no one feature should stand out strongly to others, except in specific situations. The employment of cartographic conventions is essential for understanding topographic maps (ROBINSON et al., 1995). The cartographic conventions on the map may reveal the beauty of the landscape that is being represented (KENT, 2005). Each country has its map agency that is responsible for organizing the cartographic conventions (ROBINSON et al., 2009; COLLIER, 2009). Although the symbology employed for topographic maps varies from country to country, the geographic features represented do not differ much (COLLIER, 2009; KENT, 2009; KENT; VUJAKOVIC, 2011). The focus of research on topographic maps representations in the world and Brazil are identified. Worldwide, the focus has been on understanding the different styles and particularities that are presented on the map face (KENT, 2009; KENT; VUJAKOVIC, 2009; KENT; VUJAKOVIC, 2011; ORY et al., 2015), as well as on users' preference over the maps (RAPOSO; BREWER, 2014). Kent (2009) offered an initial approach to establish a methodology for analyzing topographic map styles based on exploring a thematic map and topographic map symbols. In his work, it is considered some European countries, and he focused on the changes brought by the technological and cultural advances over time. Kent and Vujakovic (2009) evaluated the 22 graphical characteristics presented on topographic maps of some European countries, and they found a unique topographic map style that characterizes national identities. Two years later, Kent and Vujakovic (2011) identified the adoption of a supranational and unique symbology as a challenge since the meaning and cultural values attributed to the symbols on topographic maps remain relevant. Instead of supporting just a unique standard to the European countries, they suggested two levels of representation, one national and the other supranational, and the users could choose that. Seeking to understand whether French and Swiss people could differentiate or not between topographic map styles of those countries, Ory et al. (2015) found that most people could distinguish the styles based on the toponymy, relief, and geographical landscape characteristics. Considering other kinds of representing topographic maps, Raposo and Brewer (2014) inquired people about their preference and map readability when using U.S. topographic map designs with orthoimages. They identified which landscape had a significant influence over the preference. However, readability did not seem influenced by the landscape. In Brazil, the large-scale topographic map remains without a cartographic convention at the national, state, or local levels. Once DSG establishes scales between 1:25,000 to 1:250,000, and minors than 1:250,000 are established by Instituto Brasileiro de Geografia e Estatística – IBGE (Brazilian Institute of Geography and Statistics). Large-scale topographic maps conventions must be established by municipalities or state mapping agencies (SLUTER et al., 2018). Some Brazilian researchers have focused on cartographic generalization (COMÉ; SLUTER, 2015; MENDONÇA; AMORIM; PUGLIESI, 2017; CASTRO; SLUTER, 2019; GRASSI; PUGLIESI, 2020b) and cartographic symbol design (NATINGUE, 2014; LEMES NETO, 2020; SLUTER et al., 2018). Natingue (2014) proposed symbols to represent geographic features on topographic maps at 1:5,000 scale for the Parana state. Comé and Sluter (2015) suggested a technique to detect geometrical conditions that could be appropriate for cartographic generalization for 23 buildings, urban roads, and property boundaries, considering scales between 1:2,000 and 1:10,000. Mendonça, Amorim, and Pugliesi (2017) developed a graphic representation of a zoomable and interactive topographic map, working with scales between 1:10,000 and 1:25,000. Sluter et al. (2018) carried out a bibliographic survey about topographic maps in Brazil and identified a lack of research work in the national context. Also, they defined geographic features that should be part of the 1:2,000 scale, as well as the symbology for those features. The results also are recommendations for the Câmara Técnica de Cartografia e Geoprocessamento – CTCG (Technical Chamber of Cartography and Geoprocessing), located in Parana state. Castro and Sluter (2019) aimed to establish minimum dimensions for a group of cartographic symbols for topographic maps that represent urban features by using colored area and linear symbols. Lemes Neto (2020) evaluated the readability of the symbology established in the technical manual T34-700, as well as a group of proposed symbols, both for coffee and sugar cane. Grassi and Pugliesi (2020b) studied cartographic generalization for blocks, buildings, urban and rural road features considering the scales between 1:10,000 and 1:50,000. Studies that explore other possibilities for large-scale topographic map representations beyond in line with the national cartographic convention were not found. 2.2. Landscape The landscape may be defined as everything that belongs to the domain of the visible (SANTOS, 1988). The visual connotation of the landscape is not restricted to a single- framed view or an aesthetic pleasure, and it is also related to a more significant concern with viscerally and experience (MORIN, 2009). The concept of landscape linked to people's perception is related to the tradition of characterizing the landscape with roots in art and 24 humanity (SIMENSEN; HALVORSEN; ERIKSTAD, 2018). The landscape perception is strongly related to the observation scale and the observer's cultural background (SANTOS, 1988). People with different knowledge perceive the landscape differently (SANTOS, 1988). However, although a background knowledge in architecture may influence landscape perception, Dearden (1984) points out that it does not strongly relate to landscape preference. The landscape preference is more related to aspects of familiarity or habit, such as previous experience with the landscape, where the person is living for the last 5 years, their recreational activities and travel, and activities of personal engagement (DEARDEN, 1984). Regarding the urban landscape perception, the studies conducted by Lynch (1960) and Downs and Stea (1973) may help to understand urban space from people's mental images. Lynch (1960) identified five essential elements that people use to orient themselves in North American cities: paths, edges, districts, nodes, and landmarks. Downs and Stea (1973) relate cognitive images to behavior patterns, and they identified that mental images are constructed as a function of activities performed by people. 2.3. Light and receptors The electromagnetic spectrum is the organization and classification of the electromagnetic energy generated by the light as a function of the wavelength, commonly with the unit of measurement in nanometers or micrometers (DENT; TORGUSON; HOLDER, 2009). The electromagnetic spectrum is classified into gamma rays, X-rays, ultraviolet, visible, infrared, microwave, radio waves, and long waves (HALLIDAY; RESNICK; WALKER, 2009), as depicted in Figure 1. The portion of the spectrum perceived by the human visual system corresponds to the visible spectrum or light, allowing humans to sense colors. It corresponds to wavelengths of about 400 to 700 nm (ROBINSON et al., 1995). 25 Figure 1 – Electromagnetic spectrum From: Dent, Torguson, and Holder (2009) The human eye has the function of making the acquisition of light to be transferred and processed by the brain (ROBINSON et al., 1995). The pair of eyes allows the stereoscopic view of what is observed. Each eye has a spherical shape with approximately 2.5 cm in diameter (Figure 2). 26 Figure 2 – Human eye components From: Dent, Torguson and Holder (2009) In the retina (Figure 2), the fovea is where the more excellent visual acuity is found, the region of the optic nerve where communication takes place between the retina, and the brain; a region of the optic nerve that creates what is called a blind spot (SLOCUM et al., 2009). Cones and rods are found in the retina, which are two types of cells capable of recording the intensity of light, and the perception of wavelength will give the sensation of colors (ROBINSON et al., 1995; MACEACHREN, 1995). 2.4. Perceptual organization Gestalt theory, dated to the early 20th century, is the result of the work conducted by German psychologists, including Wertheimer, Kohler, and Koffka (MACEACHREN, 1995). Their work sought to establish an understanding of the visual field (PENNA, 2000). As stated by MacEachren, "the Gestalt approach emphasized the holistic nature of human reactions to sensation." Wertheimer affirms that “there are wholes, the behavior of which is not 27 determined by that of their elements, but where the part-processes are themselves determined by the intrinsic nature of the whole.” (ELLIS, 1955). Two essential aspects compound the Gestalt principles, linked to visual scene recognition, perceptual grouping, and figure-ground segregation (MACEACHREN, 1995), also known as two components of perceptual organization: grouping and segregation (GOLDSTEIN; BROCKMOLE, 2009). In the perceptual grouping, a particular group of elements presented in a scene is perceived as a group with similar characteristics or attributes. In other words, the elements are perceived as belonging to a single-family or different families according to their appearance (MACEACHREN, 1995). Wertheimer presents nine laws, or rules, that explain the occurrence of perceptual grouping (ELLIS, 1955): proximity, common fate, prägnanzstufen (concise forms), objective set, experience or habit, good continuation, simplicity, similarity, and closure. Proximity means that objects arranged nearby tend to be perceived as a unique structure (MACEACHREN, 1995; GOLDSTEIN; BROCKMOLE, 2009). The common fate means that objects moving together or in the same direction are seen as a group (MACEACHREN, 1995; GOLDSTEIN; BROCKMOLE, 2009). The concise forms represent a threshold of stability in which objects form grouping (ELLIS, 1955; MACEACHREN, 1995). The objective set indicates that if any change occurs, there will be a tendency to form stable groups (ELLIS, 1955; MACEACHREN, 1995). The experience or habit indicates that grouping occurs when observing familiar shapes or arrangements (MACEACHREN, 1995). The most critical perceptual grouping rules to be considered in this present study are good continuation, simplicity, similarity, and closure. A good continuation is achieved when elements that follow a constant direction group, such as points, traces, lines, or areas, remain continuous (MACEACHREN, 1995; GOLDSTEIN; BROCKMOLE, 2009). The simplicity or good figure means that objects will be grouped in the simplest form or figure (MACEACHREN, 28 1995; GOLDSTEIN; BROCKMOLE, 2009). As a visual technique, simplicity is presented by low quantities of visual units and it is characterized by visual organizations that are easily assimilated, read, and understood quickly (GOMES FILHO, 2015). The similarity indicates that elements of the same appearance are identified as groups (Figure 3) (MACEACHREN, 1995; GOLDSTEIN; BROCKMOLE, 2009). The closure shows that closed objects tend to be perceived as whole shapes and bounded objects. (MACEACHREN, 1995). The figure-ground segregation requires the visual sensor to organize the visual elements in two planes, one less important (ground or background) and the other which can attract the visual attention (MACEACHREN, 1995). The figure should attract the viewer's visual attention (GOLDSTEIN; BROCKMOLE, 2009), and according to MacEachren (1995), six rules work to achieve figure-ground segregation: heterogeneity, contour, surroundedness, orientation, relative size, and convexity. Figure 3 – Grouping by color similarity, white circles versus black circles From: Adapted from MacEachren (1995) The surroundedness means that objects surrounded tend to be seen as figures (BRUCE; GREEN, 1990; MACEACHREN, 1995). The orientation favor objects with horizontal or vertical orientation to be seen as figures, easier than diagonally oriented (BRUCE; GREEN, 1990; MACEACHREN, 1995). The relative size, named as size by Robinson et al. (1995), or positive and negative by Dondis (2003), indicates the smallest between two areas tends to be seen as a figure. Convexity means that elements whose contours have great 29 convexity tend to be seen as a figure more easily than elements with smooth edges (MACEACHREN, 1995). The main figure-ground segregation rules to be used in this research are heterogeneity and contour. The heterogeneity indicates that different elements must be present in the observed region (MACEACHREN, 1995). Robinson et al. (1995) called this rule a differentiation factor. The contour considers that objects are more easily perceived when edges define them (MACEACHREN, 1995). This factor is also known as good contour (ROBINSON et al., 1995) or illusory contour (GOLDSTEIN; BROCKMOLE, 2009). The contour is directly related to the occurrence of heterogeneity or differentiation because even objects of similar coloring can be differentiated according to a contour (Figure 4). Figure 4 – Difference between the perception of the figure and ground as a function of the contour: a) weak contour refers to the weak perception of the ground; b) better differentiation between the figure and the ground by highlighting the outline From: Adapted from MacEachren (1995) 2.5. Principles of colors for cartography 2.5.1. Color vision The appropriate use of colors can positively improve visual search tasks, as pointed out in the study conducted by Williams (1967). In that work, it was identified that colors are more decisive in determining elements than shapes or size. In the context of web maps, 30 Muehlenhaus (2013) suggest the reduced use of colors and point out that the base map can be preferably white, light gray, dark gray, or black, thus avoiding other predominant colors. Color perception occurs by biochemical processes in the human brain, using electromagnetic energy captured by the eyes and transmitted by electrical pulses to the brain (WADE; SWANSTON, 2001; DENT; TORGUSON; HOLDER, 2009; SLOCUM et al., 2009). The eyes have two types of cells, cones, and roads. Cones are responsible for the decomposition of colors and the rods to light acquisition (WADE; SWANSTON, 2001). There are three types of cones, and each one responds to capture an electromagnetic wave interval, short (blue), medium (green), and long (red) (SLOCUM et al., 2009). Two main theories describe how electromagnetic energy is received by the eye and conveyed to the brain: trichromatic theory and theory of the opponent process. Trichromatic colors theory was developed by Thomas Young in 1801 and defended by Hermann von Helmholtz in 1852. This theory indicates that the transmission of electromagnetic waves happens directly from cones to the brain. The opponent-process theory was proposed by the physiologist Ewald Hering, in 1877. It is based on the premise that the electromagnetic pulse is not transmitted directly to the brain, although there are cone cells. The cones capture the energy that is sent to ganglion cells (WADE; SWANSTON, 2001). The ganglia are characterized into three channels, one of gray intensity and two opposing color channels, one red-green and one blue-yellow (WADE; SWANSTON, 2001). Then, it works by mixing the pairs so that the brain perceives colors. The comprehension of color vision contributes to the knowledge about color components and additive color models, which, in turn, make a constant presence in building a colorful graphic design. 2.5.2. Color components and color models 31 Colors can be understood from three components, or dimensions, that form the basis for additive and subtractive theories. The three components are hue, value or brightness, and saturation or chroma (ROBINSON et al., 1995; SLOCUM et at., 2009; MUEHLENHAUS, 2013). The nomenclature of the components varies according to the model adopted (SLOCUM et al., 2009). Among the various color additive models, two are very noticeable due to their presence in a GIS environment, the RGB and the HSV models. The RGB color additive model is machine-oriented, as it performs the specifications in red, green, and blue light values (SLOCUM et al., 2009). This model can be represented by a color cube, which along a central diagonal represent the values of gray that vary from black to white, and in each main axis that composes the prominent faces of the cube, each of the components materializes red, green, and blue (DENT; TORGUSON; HOLDER, 2009; SLOCUM et al., 2009). The HSV additive color model is a three-dimensional conical model, and its main components are hue, saturation, and value (DENT; TORGUSON; HOLDER, 2009; PETERSON, 2014). The hue corresponds to the circle of the cone with angular variation from 0 to 360°, in which the main colors (red, yellow, green, cyan, blue, and magenta) are set each 60° (DENT; TORGUSON; HOLDER, 2009; SLOCUM et al., 2009). The value corresponds to the vertical axis of the cone, ranging from 0 to 100%, from black at the bottom to white on the top. Saturation corresponds to the horizontal axis, ranging from 0 to 100%, varying from the center to the edge of the cone, from white in the center to the pure color in the full circle of the cone when the value is 100% (DENT; TORGUSON; HOLDER, 2009; PETERSON, 2014). 2.5.3. Color contrast and differentiation 32 As previously mentioned, the ‘good’ use of colors contributes positively to visual search tasks (WILLIAMS, 1967). Robinson et al. (1995) affirmed that “the choice of colors is vital to the map’s success in portraying the geographic information effectively and, equally important, is not creating bothersome combinations and contrasts that are garish or draw unwanted attention.” In addition, the color’s visual variables (hue, saturation, and value) are instrumental in getting the perceptual grouping and figure-ground segregation (DENT; TORGUSON; HOLDER, 2009). However, working with colors is not always easy. When color is used, two visual phenomena may occur, the simultaneous contrast (ITTEN, 1970), also known as induction (BREWER, 1992), and the successive contrast (BECK, 1970), also known as differentiation (BREWER, 1992). Itten (1970) identified that simultaneous contrast or induction could be captured only by the eye (Figure 5). As pointed by Goldstein and Brockmole (2009), simultaneous contrast is “the effect that occurs when surrounding one color with others changes the appearance of the surrounded color.” Figure 5 – Example of simultaneous contrast or induction From: Goldstein and Brockmole (2009) The successive contrast or color differentiation is a phenomenon that occurs spontaneously when observing colors in different contexts (Figure 6). For example, a gray square looks darker when placed on a light background, and that same gray appears lighter when set on a dark background (BREWER, 1992). Although having complete control is not 33 possible, good map designs tend to minimize the occurrence of this phenomenon (DENT; TORGUSON; HOLDER, 2009). Figure 6 – Example of successive contrast or color differentiation From: Goldstein and Brockmole (2009) 2.5.4. Subjective reactions to color People have color preferences, they give meaning to colors, and their behavior can be affected by colors (DENT; TORGUSON; HOLDER, 2009). Throughout life, the preference for colors changes. The study conducted by Helson and Lansford (1970) presents aspects about the color combination preference: the most pleasant color combinations result in a significant difference in value, which allows the segregation of figure-background; more excellent backgrounds are lighter or darker, intermediate values tend not to please; in general for figures the shades between green and blue or with little gray are pleasant, and shades in yellow, yellowish-green or with much gray are unpleasant; and mainly, the figure must be either lighter or darker to stand out from the background. Regarding the association of colors with emotions or sensations, Sharpe (1974) shows that: warm tones (red, orange, and yellow) tend to be associated with excitement, 34 stimulation, and aggressiveness; blue and green tones give the feeling of security, calm, and peace; shadows of brown, gray and black melancholy, depression and sadness. On using colors in maps, Robinson (1967) emphasized that colors should be used as tools to simplify the map and transmit information more clearly. Colors are used as tools to achieve the figure and the background of the map. The colors affect the perceptibility of the map. That is, legibility and visual acuity will be affected by the result of the use of colors. The colors, especially the hue, cause subjective reactions and sensations in people, which must be considered when planning the map. 2.6. Map evaluation Map evaluation has been used to measure the quality of the cartographic communication by considering specific user tasks, focused on efficacy (ex.: number of correct answers), efficiency (ex.: response time), and preference (ex.: level of satisfaction). In addition to quantitative assessments, it is possible to use qualitative map assessments. Suchan and Brewer (2000) present qualitative methods for map evaluation, focusing on three areas: verbal data from questionnaires, interviews, and think-aloud protocols; methods of ethnographic data analysis; and analysis of documents such as maps, images, or texts. Questionnaires can have open and/or closed questions, depending on how structured the questionnaire is (SUCHAN; BREWER, 2000). Scales can be applied to evaluate questions or statements, such as Linkert-Scale, or NASA-TLX (SUCHAN; BREWER, 2000; GHUNTER, 2003; PRESTON, 2009; PUGLIESI et al., 2013). “Interviews are related to questionnaires but occur as social interaction. For instance, in focused interviews, participants discuss their experience of a situation created by the researcher” (SUCHAN; BREWER, 2000). And, as pointed out by Young and Stanton, “if you want to find out what a person thinks of a device, you simply ask him/her” (YOUNG; STANTON, 2005). 35 The interview technique which can be used for evaluation has advantages because questionnaires are familiar for most people, and in some cases, it can be applied via the internet. However, there are disadvantages, such as evaluation analysis can take a considerable time, and sometimes the protocol used to gather information from the interview can induce misleading results (YOUNG; STANTON, 2005). A relevant form of interview is semi-structured. According to Stanton (2005), “the semi-structured approach is recommended for a product evaluation interview.” A semi- structured interview follows an agenda of questions, but it is not random (completely unstructured) or strict (completely structured) (STANTON, 2005). The idea of having an agenda of items allows to extract relevant information from unfamiliar users, for example, "Let's talk about visual clarity: Did you think the information is clear and well organized?" (YOUNG; STANTON, 2005). 36 3. Cartographic design for the topographic maps The method employed to design the maps is depicted in a workflow presented in Figure 7. The following subsections present the adopted steps. The workflow used to construct the topographic maps, such as a definition for the interdependent variables and data selection, the preparation of a cartographic database, and the construction of a cartographic design. Figure 7 – Workflow for creating the three designs Font: The Author (2021) 37 3.1. Planning the map In the context of cartographic design, Decanini and Imai (2000) used the term ‘interdependent variables’ as a group of aspects related to the stage of planning a thematic map: purpose, user and task, study area, scale, information, projection system, reference system, among others. Tyner (2010) and Muehlenhaus (2013) point out some similar aspects for interdependent variables as the map purpose. The topographic map is a product constructed for general purposes (ROBINSON et al., 1995) and it can be used for inventory mapping, town plans, orientation, navigation, etc. (SSC, 2005). According to the Swiss Society of Cartography (2005), topographic maps at 1:10,000 scale are mainly used for local applications in administration, business, planning, and data analysis. Since no cartographic database was not found to have building features available for the western region of the São Paulo state, it was necessary to use a cartographic database available at GeoSampa, a geo-portal of the São Paulo city government. GeoSampa provides several types of spatial data of the São Paulo city for free, including blocks, streets, vegetation, and buildings in GIS format (Shapefile ESRI). After choosing São Paulo city to use in this research, a refinement was performed, in which some neighborhoods were selected to be used as areas of study, at 1:10.000 scale (Figure 8). The reference system SIRGAS2000 was adopted, as well as Universal Transverse Mercator projection, for a database located in zone 23, southern hemisphere. 38 Figure 8 – Area of study in the São Paulo County highlighted by black contour selected for this research From: The author (2021) 3.2. Preparing the cartographic database A cartographic database was prepared as a framework to design the maps symbols. ArcGIS 10.8 was used to organize the database, including new layers in Shapefile ESRI format, which were opened in Quantum GIS 3.6.3 (QGIS) to design the cartographic representations. Since a street layer was not available in an area spatial dimension, it was necessary to construct one. The feature classes chosen to be used in this work are shown in Table 01. As it can be seen, it was not added contour line, spot height, water course and body, landmark, and so on. The low number of feature classes chosen to be present on the map face followed the Gestalt law of simplicity, once the purpose of the participants was to compare different designs conceived for the buildings. 39 Table 1 – Specification of the feature classes selected for this work Category Class Spatial Dimension Measurement Level Source Construction Building Area Single class GeoSampa Block Area Single class GeoSampa Transportation System Street Line Ordinal GeoSampa Street Area Single class Author Vegetation Public Park Area Single class GeoSampa Green area Area Single class GeoSampa Single class = Qualitative data having just one type. From: The author (2021) The street feature class was labeled and classified according to the Código de Trânsito Brasileiro – CTB (Brazilian Traffic Code). That classification is used mainly in studies related to urban planning and hierarchizes streets in three levels of importance depending on the traffic speed: local (30 Km/h), collector (40 Km/h), and arterial (60 Km/h). Street data provided by GeoSampa with line geometry was used for labeling street names. An Erase operation was used in ArcGIS by subtracting blocks from the chosen area to create streets with area dimensions. The proposed representations for topographic maps were created in QGIS 3.6.3. 3.3. Designing cartographic symbols for the proposed topographic maps Three approaches were considered to construct the proposals for the topographic map symbols for the context of the west region of the São Paulo state, at 1:10,000 scale. The first approach is visually coherent with the national cartographic conventions, which was 40 inspired by the proposal presented by Sluter et al. (2018), for the Paraná state. The second approach is visually coherent with the urban landscape of the western portion of the São Paulo state, which was inspired by the works of Kent (2005), Kent and Vujakovic (2009), Kent (2013), in which they brought reflections about the relationship between the topographic map aesthetics and the local landscape. The inspiration was also based on the findings presented by Raposo and Brewer (2014) on what they found out which landscape influences the topographic map preference when using orthoimage as background. The third approach is visually coherent with the navigational maps used frequently, which indirectly derive from the Gestalt laws (ELLIS, 1955; MACEACHREN, 1995) and the preference for past habits or experiences (DEARDEN, 1984; HAMMITT; KNAUF; NOE, 1989). The HSV model was used to set up all three designs. To compare the three proposals that may represent buildings, the same kind of street design was used. It was decided to work with the concept of visual association, such as Sluter et al. (2018), in which gray was employed to represent the paved street. The gray color is also used in the context of national spatial data infrastructure by BRASIL (2018) to depict streets and their topological relationship with other geographic features, in the matter of acquiring geospatial vector data. To achieve the Gestalt laws of closure and good continuation (figure- ground), as well as contour3, (grouping), three different types of relationships were considered for blocks and streets: among different blocks, among different streets, and between blocks and streets. In those cases, both feature classes were outlined/contoured equally. The good continuation of the streets is also provided by the natural characteristic of the road layout. The gray color allowed to achieve perceptual grouping for the streets, which also provided segregation from the other features. 3 The term “contour” used in Gestalt to refer to a buffer resource around an object (outline) is the same term used in Topography to refer to lines of the same altitude 41 The street names had the same design for the three propositions. The typeface established by the manual T34-700, the Sans Serif Narrow (SSNR), did not present legibility on the display. Then, for arterials and collectors it was decided to use Calibri typeface in dark gray color (HSV = 0,0,15; RGB = 38,38,38). Arterials were sized to 8 points, bold, countered by a white mask of 1.5 points. Collectors were sized to 7.5 points, regular, countered by a white mask of 1.5 points. Bold and regular styles were used as visual variables to represent names for arterials and collectors, respectively. The local streets names were omitted in favor of legibility. Intending to reduce the possible differences when the participants of the experiment were using different displays via the internet, two notebooks were used during the stage of design, an Acer Aspire ES1-572 n16c1 series, 15.6", LCD screen, and a Dell Inspiron 7000 series, 15", LED screen. 3.3.1. Visual coherence between the proposition and the national cartographic convention The national cartographic conventions present in the Technical Manual T34-700 2nd Part must be used to represent geographic features on official topographic maps (BRASIL, 2000). According to the manual, those specifications must be employed in the ‘final drawing’, that is, the map representation. The present study considers only a few features: buildings, streets, blocks, and vegetation, from several items presented in the manual. The specifications defined in the manual T34-700 for those features are shown in Table 02. An adaptation of the official conventions was achieved by using a dropper tool to get the feature color shown in the T34-700 since there is no color model associated with the features. The color employed for blocks was adjusted to represent the building; the hue was not changed in the HSV model, but the value was increased, and the saturation was decreased. All features of the same class for buildings were filled and outlined with similar colors to achieve 42 a high level of perceptual grouping. Darker the outline was an option to reach figure-ground segregation by contour, a Gestalt law. Considering the blocks, to avoid using a reddish magenta for the whole space, a soft gray tone was used to differentiate them from the buildings and the ‘empty spaces’ in white areas. The dropper tool was also used to get the graphical characteristics of the arboreal natural vegetation, while the hue was maintained, the value and the saturation were decreased. Table 2 – Graphical specification of some feature classes presented in the T34-700 manual Category Class Spatial Dimension Symbology Constructions Buildable area, represented by scale (page 49) Area Generic Building (page 27) Area Transportation System Street (page 2) Line Paved road (page 1) Line Landmark Natural arboreal vegetation (page 53) Area From: Adapted from T34-700 (BRASIL, 2000) 43 3.3.2. Visual coherence between the proposition and the western landscape in the state of São Paulo According to Kent (2005), the beauty of a topographic map can be achieved by the landscape represented on the map face. Constructing a topographic map representation according to the landscape character was inspired by the works of Kent (2005), Kent and Vujakovic (2009), and Kent (2013), in which they formulated ideas about the aesthetics of the topographic map and the local landscape. Also, another inspiration came from the findings provided by Raposo and Brewer (2014), which found the preference for the map design was mainly influenced by the represented landscape. They used orthoimage as background for the topographic maps and applied several map designs for the whole U.S. country. Thus many landscapes and designs were assessed. Concerning the landscape preference, the findings provided by Dearden (1984) indicated that the participants’ choice was influenced by some factors, among them, familiarity with the observed landscape and the place where the person has lived in the last five years. Dearden (1984) used photographs taken from the observer's perspective. However, the Brazilian official topographic maps are projected orthogonally, and according to Santos (1988), the perspective and the observer's knowledge could influence the perception of the landscape. It was necessary to identify some characteristics of urban landscapes to represent a topographic map considering similarity with the landscape of some municipalities in the São Paulo state. Satellite images, available for free of charge were obtained from Google Earth and orthoimages at 1:10,000 scale, available from IGCSP were clipped in true colored composition. In Figure 9, clippings from large and small cities located in the São Paulo state are presented. The most distinctive visual patterns of the landscape seen from the orthogonal views were identified between the metropolitan region located in the capital (Figure 9: c, f) and 44 the countryside cities by the west and east (Figure 9: a, b, d, e, g, h, j, k) and the east coast (Figure 9: i, l). The landscape located in the metropolitan region is remarkably shaded by gray shades being predominantly compound by high buildings, shadows of the buildings, and paved urban roads (Figure 9: c, f; Figure 10). The landscape located in the west and east countryside cities are remarkably shaded by orange, brown, green and gray shades (Figure 9: a, b, d, e, g, h, j, k; Figure 11). Figure 9 – Clippings of satellite images in the true color composition of cities in the São Paulo state From: Google Earth (2021) 45 Figure 10 – Clippings of satellite images in true color composition from the capital and metropolitan region of the São Paulo state From: Google Earth (2021) The small and medium cities located in the western countryside present roofs predominantly in shades of orange, red and brown, followed by shades of gray, similar to pavements made of cement or concrete (Figure 11). In that sense, the representation of blocks, buildings, and urban roads were based on those color compositions identified by satellite images (Figure 11 a, b, c, d, e, f) and orthoimages at 1:10,000 scale (Figure 11 g, h, i, j, k, l). A dropper tool was used to get the color in the RGB model from the roofs of a few cities from the west of São Paulo state. The colors were converted to the HSV model. Hue, saturation, and value were adjusted empirically to achieve a pleasant shade. It was obtained an orange color, which was used to fill and contour features identified as buildings to use with the cartographic database of São Paulo city. 46 Figure 11 – Clippings from municipalities of the western of the São Paulo state: a, b, c, d, e, f satellite images in true color composition, 2020 g, h, i, j, k, l orthoimages at 1:10,000 scale, 2010 From: a, b, c, d, e, f Google Earth (2021) and g, h, i, j, k, l IGC (2010) 3.3.3. Visual coherence between the proposition and the digital navigational maps used frequently The proposition visually similar to navigation maps frequently used was inspired by the findings related to the landscape preference provided by Dearden (1984). Personal familiarity with the landscape was the determining factor. Hammitt, Knauf, and Noe (1989) 47 identified that the previous experience in a recreational activity influences their preference for carrying it out. In addition, the Gestalt law of experience or habit is a factor that influences the recognition of visual patterns (ELLIS, 1955; MACEACHREN, 1995). Two navigational maps that could be used frequently worldwide, Google Maps and Waze, were considered as inspirations. Those two maps are represented in white and gray shades (Figure 12). Then, the gray coloration was chosen. Figure 12 – Clippings of digital navigational maps: Google Maps above and Waze online bellow From: above, Google Maps (2021), and bellow, Waze online (2021) Designing a map in gray shades is a task of great complexity. Because only the color value should vary for buildings, blocks, and streets, while hue and saturation stay the 48 same in the HSV model. The grayscale makes it challenging to perform the perceptual grouping between features classes by levels of gray, but mainly the figure-ground segregation. Therefore, careful use of the visual variable value was required to not compromise the legibility and differentiation of features. The advantage of a map in shades of gray could be the flexibility for the later addition of thematic layers, in which the neutrality of the map could not influence the perception of the themes. Muehlenhaus (2013) and Peterson (2014) indicate the use of gray as an option for the background of web maps. 3.4. Proposed designs and graphical specifications A graphical specification was defined to be replicated in future works (Table 03). As previously mentioned, it was decided to keep the number of features on the map face, using a Gestalt concept called simplicity, by omitting contour line, spot height, watercourses and water bodies, landmarks, and so on. The reason for that consists of focusing on the reading of features that need to be considered during the evaluation. Table 3 – Graphical specification of the cartographic symbols Category Class HSV RGB Graphic Symbol Width Fill Contour Fill Contour Constructions Buildings Pink 0,10,100 0,30,90 255,230, 230 230,161, 161 0.11mm Buildings Orange 15,15, 100 15,40,90 255,227, 217 230,161, 138 0.11mm Buildings Gray 0,0,90 0,0,70 230,230, 230 179,179, 179 0.13mm Blocks 0,0,95 0,0,20 242,242, 242 51,51,51 0.10mm Transportation System Street 0,0,80 0,0,20 204,204, 204 51,51,51 0.10mm Vegetation Public Park / Green Area 130,10, 90 - 207,230, 211 - - From: The author (2021) 49 The graphical specification presented in Table 03 was used to create the proposed maps. Figure 13 shows clippings of each design that was sized according to the actual size which was designed for the 1:10,000 scale. All the maps designed are shown in the Figures from 14 to 20. Each design was named according to its visual coherence: Pink for national cartographic conventions, Orange for the western landscape of the state of São Paulo, and Gray for frequently used navigational maps. 50 Figure 13 – Clippings of proposed designs applied for the area 01 at 160 dots per inch resolution, zoom 100%: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 51 The nine maps shown in Figures 14 to 16 were used during the qualitative evaluation stage (for further information, see chapter 4). Figure 14 – Proposed designs applied for the area 01: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 52 Figure 15 – Proposed designs applied for the area 02: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 53 Figure 16 – Proposed designs applied for the area 03: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) The sixteen maps shown in Figures 18 to 20 were used during the quantitative assessment stage (for further information, see chapter 4). 54 Figure 17 – Proposed designs applied for the area 04: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 55 Figure 18 – Proposed designs applied for the area 05: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 56 Figure 19 – Proposed designs applied for the area 06: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 57 Figure 20 – Proposed designs applied for the area 07: Pink (on the top), Orange (in the middle), Gray (at the bottom) From: The author (2021) 58 4. Assessment of the user’s preference The workflow that considers the processes of evaluating the cartographic representations is presented in Figure 21. The following subsections present the steps developed to assess the user’s preference for the proposed topographic map symbols, such as the documents for appreciation of the Local Research and Ethics Committee, the characterization of the subjects, the experimental design, and the procedure for applying the experiment. Figure 21 – Workflow of the steps used to evaluate the user’s preference for the proposed designs From: The Author (2021) 59 4.1. Preparing the questionnaire and commitment documents It was necessary to provide to the Local Research and Ethics Committee a set of documents that emphasize the physical safety and moral integrity of the participants and the confidentiality of the data to evaluate the quality of the cartographic communication through the preference that involves an assessment with people. It was necessary to complete three documents and prepare two more items to accomplish the interviews. These three documents consisted of the Termo de Compromisso – Legislação (Commitment Term – Legislation) to be signed by the researcher, the Termo de responsabilidade e compromisso para uso, guarda e divulgação de dados e arquivos de pesquisa (Term of Responsibility and Commitment to use, save and publish data and files) to be signed by the researcher, and the Termo de Consentimento Livre e Esclarecido (Free and Informed Consent Term) to be assigned by the researcher and the participants. Those three documents were made available digitally to each participant. The procedure of the interview was detailed in a script that describes the scenario with instructions about how to perform the tasks, as well as a basic experimental test design. The script and the test design were inspired mainly by Raposo and Brewer (2014) and Deeb et al. (2015), whose focus is on determining the participants' preference about specific characteristics of the map design. The documentation is found in Appendix A. 4.2. Subjects The experiment to evaluate the user’s preference about the proposed maps during the pandemic caused by SARS-CoV-2 was conducted through the internet. As requirements, participants should live in the western region of the state of São Paulo for at least five years, as considered by previous literature (DEARDEN, 1984). Also, the background was considered 60 since it could influence the landscape perception (SANTOS, 1988). Two groups were formed, each one containing 25 participants, totaling 50. One group called architects was compound of subjects majored in Architecture and Urbanism, as well students enrolled in last year of the same type of undergraduate course. The group compound by architects had 3 males and 22 females (mean age 27.92; SD = 9.54; range 21 to 52). The other group called non-architects was compound of subjects majored in other areas (Cartographic Engineering, Civil Engineering, Environmental Engineering, Computer Sciences, and Mathematics), or enrolled in last year of Cartographic Engineering undergraduate course, or postgraduate students in Cartographic Sciences, and teachers of cartography disciplines as well. The non-architects group had 12 males and 13 females (mean age 32.44; SD = 12.16; range 23 to 64). All participants declared having normal vision color and being map users. 4.3. Experimental design The experimental design for the quantitative and ordinal data was a 3 x 2 mixed factor to compare design (visual coherence with national cartographic conventions, the urban landscape of western São Paulo, navigation maps used frequently; within-subject), background knowledge (architects and non-architects; between-subjects). The experimental design focused on identifying the order of preference among the map designs, mainly if there would be any more preferred than others by the participants. The dependent variables were based on subjective measures: level of satisfaction for each design and order of preference among the designs. 61 4.4. Procedure The experiment consisted of interviewing each participant individually through a video conference on the Google Meet platform. Some days before running the test, the experimenter invited the subjects to participate. The subjects were instructed about ethical and legal documentation, and the documents were provided to them. On the day scheduled for the interview, the participant accessed Google Meet, and they were instructed about the experiment. Before starting the assessment, the subject was advised that the videoconference would be recorded. After the consent, the participant informed a set of individual characteristics that could be used for further analysis, if necessary: name, age, gender, whether they have a normal color vision or not, and background knowledge in Architecture or other areas. The experimenter provided the web links to access the maps, and he instructed the participant about how to use the website. The website4 was built by using the Google Platform Blogger tool, which allows viewing images with high resolution, the same as produced. Each blog post presented a set of three maps to see one above the other, then separately by clicking on each map. That strategy facilitated the access by the subjects because each page had a unique and direct access link. Although the procedure of reading maps through a website facilitated the access in a critical moment of restrictions due to the pandemic caused by Sars-CoV-2 in Brazil, that choice implied in the absence of rigorous laboratory control of the experiment (e.g., type, resolution, and size of the display). The unique restriction was that the device should be a notebook or computer, avoiding tablets and smartphones, whose displays would be significantly different. Each participant accessed the website with their device. Applying interviews remotely by videoconferences may have brought the map access closer to the real usage of an online topographic map. 4 https://gustavograssi.blogspot.com/ 62 The experiment procedure is presented in Figure 22. In the experiment introduction, each participant observed a total of three orthoimages which IGCSP produced at the 1:10.000 scale (see Appendix A => Roteiro e questionário do experimento => Primeira Etapa). Important to remember is that the area shown through the orthoimages to the participants does not correspond to the regions shown through the maps, with the reason of not having an available cartographic database of buildings for the west portion of the São Paulo state. Each image exhibits a city seen from the top, in which they are located in the western part of São Paulo: Presidente Prudente, Presidente Venceslau, Dracena. An introduction of the experiment was accomplished by showing the geographic context. After that, three maps were presented corresponding to each design proposed separately, so the participant could judge what they think about the designs, stimulated by these questions5: "What do you think about the symbol designs of the presented map?", "What do you think about the representation of the streets?", "What do you think about the representation of the blocks?", "What do you think about the representation of the buildings?", "What did you most like on the map? Or what stood out positively?", "Is there something on this map that annoyed you or made you feel uncomfortable? Or that stood out negatively?". In the sequence, the presentation of the three designs allowed the participant to assign a score and indicate an order of her or him preference by answering these questions6: "Please, assign a score from 0 to 10 for each of the designs proposed for topographic maps, where 0 is the lowest score and 10 the highest, taking into account the readability of streets, blocks, buildings, vegetation, and street names.", "Please, indicate the order of preference for the designs proposed for these topographic maps." That procedure was performed four times, each one for a different urban area. The reason for that was to check the average of the design scores. The experiment lasted approximately 25 minutes. 5 The experiment was performed in native language, Portuguese-Brazil, thus all questions were translated and may not correspond exactly to the literal original expressions. 6The experiment was performed in native language, Portuguese-Brazil, thus all questions were translated and may not correspond exactly to the literal original expressions. 63 Figure 22 – Steps used during the interview with the questionnaires From: The author (2021) 64 5. Results The data obtained from the interviews with the subjects were analyzed in three sequential stages: opinions regarding the designs, rating score given to the designs, and order of preference by the designs. 5.1. Analysis of the opinions regarding the characteristics of the designs The analysis of the patterns that can briefly describe the designs was accomplished by searching for repeated terms through the opinions provided by the subjects. Data were organized into different tables according to the group of subjects (architects, non-architects) and the type of design (Pink, Orange, Gray). The responses in the Portuguese language are found in Appendix B. The subjects’ opinions were categorized into positive and negative considerations. Some suggestions for improving the characteristics of the designs are also present, in which they can provide insights that could serve as recommendations for future works. The responses provided by each group of subjects were organized in three different ways: the type of design, general opinions about the map, and specific opinions about the cartographic symbols. The opinions7 provided by the group of architects can be found in Tables 04 and 05 (Pink), Tables 06 and 07 (Orange), and Tables 08 and 09 (Gray). For the non- architects group, the opinions can be found in Tables 10 and 11 (Pink), Tables 12 and 13 (Orange), and Tables 14 and 15 (Gray). Regarding the general opinions, the responses provided by the architects and non- architects were similar. The most important general opinions pointed out by both groups reveal 7 The content of all qualitative responses in Tables 04 to 15 were performed in native language, Portuguese - Brazil, thus their translation may not correspond to the literal original expressions. 65 the Orange design being the best approach to represent contrast and the Gray design being the worst case. Some subjects who declared those maps in Orange having the best contrast affirmed that it was possible to see the buildings at first sight, while those maps with the worst contrast required more time or effort while reading it. In addition, both groups of participants affirmed that they had difficulty seeing the buildings in Gray and Pink designs, a factor not reported in the Orange. Some subjects presented suggestions to improve the legibility of the designs. For example, one of the architects pointed out a concern with the map being used by visually impaired people, indicating that all designs were characterized by tones similar to pastels. Considering the Gray design, 45% of the architects recommended increasing the contrast between different cartographic symbols to see urban fills and voids. Considering non-architects, none of them pointed out general recommendations for the Orange design. About 30% suggested increasing color saturation in the Pink design, and around 15% mentioned increasing the color contrast in the Gray design. Each cartographic symbol was also judged individually. Some participants from both groups pointed out the green color used for vegetation as easy to see but unattractive. For example, about 20% of the architects and 10% of the non-architects suggested darkening the green color to improve the contrast. 5.1.1. General analysis by the design composition The Pink design was quite well evaluated by architects and non-architects (Tables 04 and 10). About 70% of the architects and 40% of the non-architects observed pink as appropriate to differentiate the map features. Around 50% of the architects and 70% of the non- architects judged that seeing the map features was comfortable and pleasant. About 50% of the 66 architects and 35% of the non-architects praised the use of soft colors. On the other hand, about 20% of the participants criticized colors as ‘too soft’, indicating a certain lack of contrast. The Orange design was also quite well evaluated by both groups (Tables 06 and 12). About 50% of the architects and 65% of the non-architects indicated that differentiating the map features was easy. About 70% of both groups judged the design as comfortable or very comfortable. Around 30% of the architects and 20% of the non-architects praised the colors chosen for the map. However, for 20% of the architects and 12% of the non-architects, the Orange was slightly inconvenient. The Gray design was pretty criticized negatively by both groups (Tables 08 and 14). Just a minority of the subjects presented positive opinions. About 20% of the participants in each group affirmed that the reading was comfortable and enjoyable. Around 25% of the architects indicated that a grayed-out map could help insert thematic layers. On the other hand, approximately 85% of the architects and 70% of the non-architects pointed out a lack of contrast and difficulty differentiating the map features. Additionally, about 40% of the architects and 30% of the non-architects indicated this design as more time-consuming to accomplish the reading. In addition, around 45% of the architects and 40% of the non-architects pointed out that the design was 'very gray,' ‘monochromatic,’ ‘boring.’ 5.1.2. Analysis by toponymy and individual cartographic symbols Street labels were scored positively on Pink and Orange designs. Around 65% of the architects (Tables 05, 07, and 09) and more than 85% of the non-architects (Tables 11, 13, and 15) affirmed they could be read easily. Considering the answers provided by design, nearly 50% of the participants from both groups reported Pink as outstanding. About 30% of the architects and 60% of the non-architects reported Orange design with good readability. 67 Approximately 25% of the architects and 12% of the non-architects reported the Gray design as readable. Regarding the Pink design, the architects judged the buildings positively and negatively almost in the same proportion (Table 05). About 25% of the non-architects stated the pink color for building as readable, and around 20% reported that pink was uncomfortable. In the matter of suggestions, 20% of the architects recommended darkening the buildings. Considering non-architects (Table 11), nearly 50% of the respondents indicated difficulty in seeing the outline of the buildings, while 30% reported the color as uncomfortable. Regarding suggestions, 20% of the non-architects who participated in this study recommended increasing or improving the outline. Considering the Orange design, about 55% of the architects pointed out that the buildings were easy to see and an excellent color to differentiate between urban fills and voids. Around 10% criticized the darker colors, and approximately 10% suggested darkening the outline (Table 07). About 60% of non-architects (Table 13) indicated that the Orange facilitated to see the area and its outline, and 45% said that the Orange color was the best choice for the buildings. On the other hand, 20% of non-architects indicated difficulty in seeing the outline. Considering the Gray design (Tables 09 and 15), only about 15% of both groups stated that the gray representation for the buildings was good. On the other hand, 70% of the architects and 20% of the non-architects reported difficulty reading the buildings. In addition, 60% of the architects and 40% of the non-architects pointed out that urban voids and urban spaces were confusing. Additionally, 70% of the non-architects indicated a lack of contrast, 45% of the architects and 12% of the non-architects recommended improving the outline. 68 Table 4 – Architects' opinions about the Pink design Positive feedback N° Negative feedback N° Easy to identify all features / Good readability / clear / Does not cause confusion / very clear 17 Difficult to identify voids, green areas, and buildings 5 Visually smooth / light / pleasant light tones / soft colors 13 Absence of contour lines / topography 4 Comfortable / visually comfortable / aesthetically pleasing 12 Lack of legend / map elements 4 Easy to understand the meaning of the features / easy to read / communicative 8 Poor to add hatches/themes 1 Map is good / very good / well done / it looks good 8 Poor to find spaces 1 I really like it / very cool/cool 6 Blurred vision when looking a long time 1 More comfortable / more enjoyable / more preferred 4 I do not like pink 1 It is not visually tiring / it does not disturb the vision 3 Pink and green do not look comfortable together 1 Interesting 2 It demands a lot of attention identifying details 1 Good map for architects because of the presence of buildings, green areas 1 Overload the vision a little 1 Organized map 1 Not very detailed 1 From: The author (2021) Table 5 – Architects' opinions by feature class in the Pink design Category Positive feedback N° Negative feedback N° Suggestions N° Buildings Easy to view buildings / communicate well the urban voids 6 Buildings cause a little discomfort 5 Darken buildings more 5 Good ability to check volume by geometry 3 Poor to view buildings in dense areas 5 Improve/increase building outline 3 Reddish pink tends to be associated with danger, severity, etc. 1 Maybe use another color for buildings 1 Buildings lack contrast 1 Pink looks like a blur 1 Streets Highlights / well- defined 12 There is not much difference between the categories of streets 1 Give more emphasis / highlight more the classification of the street 2 Road classification well perceptive 1 Label Legible/easy to read labels 23 The absence of labels for local streets can make it difficult for dummies to read 1 Labels are not readable 1 Green areas Good perception 2 Confusion of green with blue 1 Darken even more / increase contrast 4 Voids / Blank areas Clearly visible 1 Blocks Well defined 3 From: The author (2021) 69 Table 6 – Architects' opinions about the Orange design Positive feedback N° Negative feedback N° More visually pleasing / more comfortable / Comfortable / visually comfortable 17 Not so pleasant / little discomfort 5 Good readability / clear / Easy to identify all features on the map 12 Absence of contour lines/topography 3 I like it / very beautiful/interesting 8 Most visually loaded 2 Stronger / darker / more attractive color 7 Less comfortable 2 Good contrast 7 Poor to add hatches/themes 1 More alive / more vibrant / more colorful / more organic / brings joy 5 Two [streets and buildings] competing for graphic weights 1 Does not cause confusion / discomfort / tiredness 4 Scatter information 1 Visually smooth / does not affect overloading vision 3 There is no excellent difference between the features 1 The map is good / well done 2 Orange changes color perception 1 Differentiation of features at first sight 2 Adding layers could get a little heavy 1 Good for general use 1 Absence of legend 1 Better detailed 1 It takes longer to discern features 1 Good map for architects due to the presence of buildings and green areas 1 Less pleasant 1 It causes a little confusion 1 From: The author (2021) Table 7 – Architects' opinions by feature class in the Orange design Category Positive feedback N° Negative feedback N° Suggesti