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Reading between the Words:
   Strategies for Improving
the Readability of Printed Text

 Christopher D. Nicholas, PhD



            @UserCentricInc
            Follow:    #uxlunch


             Webinar | April 25, 2012
Thomas	
  Bever,	
  PhD
 • PhD  MIT,  Linguis=cs
 • Harvard  Fellow
 • Professor  of  Linguis=cs,  Psychology,  
   Cogni=ve  Science,  Neuroscience  
 • Department  Chair,  University  of  Arizona  (Linguis=cs),  
   University  of  Rochester  (BCS)
 • Co-­‐founder  of  the  Journal  Cogni&on
 • Interna=onally  recognized  exper=se  in  reading  
   comprehension  and  techniques  that  improve  
   readability  of  print  through  linguis=cally  and  
   psychologically  informed  text  formaSng
 • Winner  of  Humboldt  Research  Award  –  2010
Christopher	
  Nicholas,	
  PhD
• PhD  in  Neuroscience
• Exper=se  in  the  how  the  brain  perceives  and  interprets    
  words  and  leZers
• Director  of  Development,  Language  Technologies,  Inc.
• Chief  Technology  Officer,  ReadSmart
• Instructor,  University  of  Arizona  
• Co-­‐inventor  of  several  pending  patents  for  improving  text  
  composi=on  and  an  ebook  format,  packaging,  and  
  distribu=on  system  for  mobile  devices  
Outline

~ How reading works
~ How phrase-formatted text can help
~ Laboratory studies
~ Field studies
~ Direct marketing case studies
~ Take away
How reading works
2°




     2°




2°  is  approximately
equal  to  the  width  
of  1-­‐2  fingers  
at  arms  length
Fovea ~ 2º of visual angle
Some details about reading

• Reading is made up of a series of eye movements,
 called saccades. Between the saccades, peoples’ gaze
 stops or fixates on what they are reading.

• Fixations typically last ~200-250 ms
• During a fixation, people see roughly 7-15 characters
 or ~ 2-2.5 words

• e average English word has 5.5 letters
How reading looks in real time...
Another detail: ~ 1 in 6 characters is a space.
How text formatting helps
Ragged-right text
Spaces sizes between words are even within and across lines.
Right justified text
Spaces sizes are even within a given line.
In print, spaces are not informative to readers.
       But it wasn’t always that way . . . .
Gettysburg
 Address




http://memory.loc.gov/mss/mal/mal3/435/4356600/002.jpg
we 46 here 41 highly 20 resolve 42 that 41 these 37 dead
shall 37 not 24 have 48 died 43 in 30 vain; that 20 this
nation 32 shall 28 have 54 a 34 new 34 birth 31 of -5 freedom
and 42 that 31 this 28 government 39 of 20 the 20 people, by
the 11 people, for 23 the 13 people, shall 24 not -5 perish
from 20 the 26 earth.


 Numbers = units of space
 between the handwritten words
If it were word processed,   we here highly resolve that these dead
it would look like this.     shall not have died in vain: that this
                             nation shall have a new birth of freedom:
                             and that this government of the people, by
                             the people, for the people, shall not perish
                             from the earth
Writers (at least Lincoln/Hayes)                   Word processors make spaces
naturally change the size of spaces                the same size within a line.
between words to create phrase
packages
                                                   for us to be here dedicated to the great
    we here highly resolve that these dead
                                                   task remaining before us – that from
    shall not have died in vain: that this         these honored dead we take increased
    nation shall have a new birth of freedom:      devotion to the that cause for which
    and that this government of the people, by
    the people, for the people, shall not perish   they here gave gave the last full
    from the earth                                 measure of devotion – that we here
                                                   highly resolve that these dead shall not
                                                   have died in vain; that this nation shall
                                                   have a new birth of freedom: and that
                                                   this government of the people, by the
                                                   people, for the people, shall not perish
                                                   from the earth
If you think about it,
line returns are a type of “space.”
7 out 11 lines
start with
an new phrase
Writers (at least Lincoln/Hayes)
tend to break lines                     Word processors break lines
at phrase boudaries                     wherever they end


                                        for us to be here dedicated to the great
                                        task remaining before us -- that from
                                        these honored dead we take increased
                                        devotion to the that cause for which
                                        they here gave gave the last full
                                        measure of devotion -- that we here
                                        highly resolve that these dead shall not
                                        have died in vain; that this nation shall
                                        have a new birth of freedom: and that
                                        this government of the people, by the
                                        people, for the people, shall not perish
                                        from the earth
  8 lines begin               4 lines
  with a new phrase   break a phrase    7 lines begin                    7 lines
                                        with a new phrase        break a phrase
What happens when
we consciously format text this way?
Lab studies
Standard text                     Formatted text




People don’t notice any difference--even when they look
at the documents side by side.
Standard formatting




Phrase-based formatting
Overlaid
40 years of reading studies, across labs, with different methods
show improvement with phase-based formatting.

30%                                     30%



20%                                     20%

                                                              28%
                                                       26%
                            23%
10%                                     10%                         19%
              18% 16% 16%
                                                 13%
        11%                                                               10%

0%                                      0%
       Reading speeed increase                Retention rate improvement

      North, 1951      Frase, 1979            North, 1951            Anglin, 1968
      Hartley, 1980    Jandreau, 1986         Cromer, 1970           Mason, 1979
      Bever, 1989                             Gerrell, 1983
25%                    30%

20%
                       20%
  When we consciously phrase-format text
15%

10%
    people read faster and 10%
                           remember more.
5%

0%                      0%
e following studies are based on a specific
automated phrase-formatted text methodology
Percentage of students           Increase in positive ratings
     earning honors grades         when textbooks is phrase-formatted



                   Standard
      Phrase-      Textbook
      formatted                             Phrase-formatted
      Textbook                              Textbook
                                            78%



     Percentage of students
     receiving failing grades


       Phrase-
       formatted                          Standard
       Textbook                           Textbook
                   Standard
                   Textbook               50%




Community College Computer Literacy Course
Phrase-formatted text
 helps students learn more
and like learning tools better.
50%

                               40%

                               30%

                               20%                38%

                               10%

                               0%
                                        Increased in enjoyment
                                     when article is phrase-formatted




Measure: Post-passage survey
50%

                      40%

                      30%
        Phrase-formatted text
                     20%
makes reading more enjoyable for adults
                      10%

                      0%
Native Chinese speakers




                                       30%



                                       20%



                                       10%
                                                         12%

                                       0%
                                               Increase in TOEFL Score
                                             when test is phrase-formatted




Measure: TOEFL score
Native Japanese speakers




   60%                                         60%


   40%                                         40%


   20%                                         20%             44%

                    15%
    0%                                          0%
         Increase in Comprehension                   Increase in Comprehension
             Advanced Students                           Basic-level Students




Measure: Reading Comprehension on SAT like Essays
Native Spanish speakers



   20%                                              8%

   15%
                                                    5%
   10%
                      18%
                                                    3%
    5%
                                                                      3%

    0%                                              0%
           Increase in Reading Speed                      Increase in Comprehension*




Measure: Comprehension scores for native Spanish speakers
         on English SAT test instructed to read for accuracy* not speed
Increase in Comprehension
                                 30%



                                 20%



                                 10%                     18%
                                           10%

                                 0%
                                           No         Distractions
                                       Distractions




Measure: Reading Comprehension
Increase in Comprehension
                                                 30%



                                                 20%



                                                 10%
                                                                          17%
                                                            12%

                                                   0%
                                                            1st           6th
                                                         generation    generation
                                                         photocopy     photocopy




Measure: Reading degraded copy (1st or 6th generation photocopies)
Phrase-formatted text improves comprehension
            when reading is not easy.




• Reading in a non-native language
• While distracted
• From degraded copies
What’s happening?

Phrase-formatted Text makes spaces meaningful.
is helps readers plan fixations more effectively.
Phrase-formatted
                                    Standard Text
                                                                  Text
              # Fixations         Poor
                                  Readers   >    Superior
                                                 Readers
                                                            Poor
                                                            Readers   ≈   Superior
                                                                          Readers


           Fixation length        Poor
                                  Readers   >    Superior
                                                 Readers
                                                            Poor
                                                            Readers   ≈   Superior
                                                                          Readers

               Recursive
                reading
                                  Poor
                                  Readers   >    Superior
                                                 Readers
                                                            Poor
                                                            Readers   ≈   Superior
                                                                          Readers




Measure: Eyetracking and Reading comprehension
Field studies
Standard Formatting

            [Brand] and the
          free I Can support
           program can help                  200%
           you manage your
            type 2 diabetes
                                             150%


                                             100%
                                                              142%
      Phrase-formatted Text                  50%


        [Brand] and the free                  0%
      I Can support program                         Increase in click-throughs
        can help you manage                          on phrase-formatted ad
        your type 2 diabetes




Measure: Click-through rates on webpage ad
20%

                                                          15%

                                                          10%

                                                           5%               10%

Standard Formatting                                        0%
                                                                Increase in likelihood
                                                                  to send to a friend

                                                            8
                                                            6
Phrase-formatted Text
                                                            4
                                                            2
                                                                    7             0
                                                            0
                                                                 Phrase- Standard
                                                               formatted     Text
                                                                  Text
                                                            # Comprehension questions
                                                              answered more correctly
Measure: Comprehension + Would you forward? survey for on-line newsletter
Phrase-based makes content more actionable.
Direct Mail Studies
Direct Mail Case Study 1

                                                   12.6% increase
          5%
                                                  in response rate
          4%                                        when text is
          3%                                     phrase-formatted
                         4.46%
          2%                         4.12%


          1%

          0%
                     Phrase-based    Standard
                      Formatting    Formatting




Measure: Response Rate
Direct Mail Case Study 1
                                                    7.7% increase
       $15.00                                         in gi size
                                                     when text is
       $11.25                                     phrase-formatted

        $7.50               $14.98
                                      $13.90


        $3.75


           $0
                      Phrase-based    Standard
                       Formatting    Formatting




Measure: Average gi size
Direct Mail Case Study 1


        $1.00
                                                   22.8% increase
        $0.75                                     in income / piece
                                                     when text is
        $0.50
                                                  phrase-formatted
                          $0.70
        $0.25                         $0.57



          $0
                      Phrase-based    Standard
                       Formatting    Formatting




Measure: Income / piece
Direct Mail Case Study 2


          5%
                                                   16.3% increase
          4%
                                                  in response rate
          3%                                        when text is
          2%                                     phrase-formatted
                         3.46%
                                     3.09%
          1%

          0%
                     Phrase-based    Standard
                      Formatting    Formatting




Measure: Response Rate
Direct Mail Case Study 2
                                                   3.2 % increase
       $15.00                                        in gi size
                                                    when text is
       $12.00
                                                  phrase-formatted
        $9.00
                            $14.40    $13.95
        $6.00

        $3.00

           $0
                      Phrase-based    Standard
                       Formatting    Formatting




Measure: Average gi size
Direct Mail Case Study 2


        $0.50

        $0.40
                                                   19.5% increase
        $0.30
                          $0.50
                                                  in income / piece
        $0.20                         $0.42          when text is
        $0.10
                                                  phrase-formatted

          $0
                      Phrase-based    Standard
                       Formatting    Formatting




Measure: Income / piece
Phrase-based makes direct mail more effective.




• Higher response rates
• Larger gis
• Greater income / piece
What’s the message?


                                 enjoyable
 Phrase-formatted text is more   memorable
                                 actionable
                                 persuasive
Questions about applying ReadSmart to your documents?


                        Bob Schumacher
                        rschumacher@usercentric.com
                             @UserCentricInc
                             Follow:    #uxlunch




Questions about ReadSmart technology?

                        Chris Nicholas
                        chris@readsmart.com

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Strategies for Improving the Readability of Printed Text

  • 1. Reading between the Words: Strategies for Improving the Readability of Printed Text Christopher D. Nicholas, PhD @UserCentricInc Follow:    #uxlunch Webinar | April 25, 2012
  • 2. Thomas  Bever,  PhD • PhD  MIT,  Linguis=cs • Harvard  Fellow • Professor  of  Linguis=cs,  Psychology,   Cogni=ve  Science,  Neuroscience   • Department  Chair,  University  of  Arizona  (Linguis=cs),   University  of  Rochester  (BCS) • Co-­‐founder  of  the  Journal  Cogni&on • Interna=onally  recognized  exper=se  in  reading   comprehension  and  techniques  that  improve   readability  of  print  through  linguis=cally  and   psychologically  informed  text  formaSng • Winner  of  Humboldt  Research  Award  –  2010
  • 3. Christopher  Nicholas,  PhD • PhD  in  Neuroscience • Exper=se  in  the  how  the  brain  perceives  and  interprets     words  and  leZers • Director  of  Development,  Language  Technologies,  Inc. • Chief  Technology  Officer,  ReadSmart • Instructor,  University  of  Arizona   • Co-­‐inventor  of  several  pending  patents  for  improving  text   composi=on  and  an  ebook  format,  packaging,  and   distribu=on  system  for  mobile  devices  
  • 4.
  • 5. Outline ~ How reading works ~ How phrase-formatted text can help ~ Laboratory studies ~ Field studies ~ Direct marketing case studies ~ Take away
  • 7.
  • 8. 2° 2°  is  approximately equal  to  the  width   of  1-­‐2  fingers   at  arms  length
  • 9. Fovea ~ 2º of visual angle
  • 10. Some details about reading • Reading is made up of a series of eye movements, called saccades. Between the saccades, peoples’ gaze stops or fixates on what they are reading. • Fixations typically last ~200-250 ms • During a fixation, people see roughly 7-15 characters or ~ 2-2.5 words • e average English word has 5.5 letters
  • 11. How reading looks in real time...
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  • 26. Another detail: ~ 1 in 6 characters is a space.
  • 28. Ragged-right text Spaces sizes between words are even within and across lines.
  • 29. Right justified text Spaces sizes are even within a given line.
  • 30. In print, spaces are not informative to readers. But it wasn’t always that way . . . .
  • 32.
  • 33. we 46 here 41 highly 20 resolve 42 that 41 these 37 dead shall 37 not 24 have 48 died 43 in 30 vain; that 20 this nation 32 shall 28 have 54 a 34 new 34 birth 31 of -5 freedom and 42 that 31 this 28 government 39 of 20 the 20 people, by the 11 people, for 23 the 13 people, shall 24 not -5 perish from 20 the 26 earth. Numbers = units of space between the handwritten words
  • 34. If it were word processed, we here highly resolve that these dead it would look like this. shall not have died in vain: that this nation shall have a new birth of freedom: and that this government of the people, by the people, for the people, shall not perish from the earth
  • 35. Writers (at least Lincoln/Hayes) Word processors make spaces naturally change the size of spaces the same size within a line. between words to create phrase packages for us to be here dedicated to the great we here highly resolve that these dead task remaining before us – that from shall not have died in vain: that this these honored dead we take increased nation shall have a new birth of freedom: devotion to the that cause for which and that this government of the people, by the people, for the people, shall not perish they here gave gave the last full from the earth measure of devotion – that we here highly resolve that these dead shall not have died in vain; that this nation shall have a new birth of freedom: and that this government of the people, by the people, for the people, shall not perish from the earth
  • 36. If you think about it, line returns are a type of “space.”
  • 37. 7 out 11 lines start with an new phrase
  • 38. Writers (at least Lincoln/Hayes) tend to break lines Word processors break lines at phrase boudaries wherever they end for us to be here dedicated to the great task remaining before us -- that from these honored dead we take increased devotion to the that cause for which they here gave gave the last full measure of devotion -- that we here highly resolve that these dead shall not have died in vain; that this nation shall have a new birth of freedom: and that this government of the people, by the people, for the people, shall not perish from the earth 8 lines begin 4 lines with a new phrase break a phrase 7 lines begin 7 lines with a new phrase break a phrase
  • 39. What happens when we consciously format text this way?
  • 41. Standard text Formatted text People don’t notice any difference--even when they look at the documents side by side.
  • 44. 40 years of reading studies, across labs, with different methods show improvement with phase-based formatting. 30% 30% 20% 20% 28% 26% 23% 10% 10% 19% 18% 16% 16% 13% 11% 10% 0% 0% Reading speeed increase Retention rate improvement North, 1951 Frase, 1979 North, 1951 Anglin, 1968 Hartley, 1980 Jandreau, 1986 Cromer, 1970 Mason, 1979 Bever, 1989 Gerrell, 1983
  • 45. 25% 30% 20% 20% When we consciously phrase-format text 15% 10% people read faster and 10% remember more. 5% 0% 0%
  • 46. e following studies are based on a specific automated phrase-formatted text methodology
  • 47.
  • 48. Percentage of students Increase in positive ratings earning honors grades when textbooks is phrase-formatted Standard Phrase- Textbook formatted Phrase-formatted Textbook Textbook 78% Percentage of students receiving failing grades Phrase- formatted Standard Textbook Textbook Standard Textbook 50% Community College Computer Literacy Course
  • 49. Phrase-formatted text helps students learn more and like learning tools better.
  • 50. 50% 40% 30% 20% 38% 10% 0% Increased in enjoyment when article is phrase-formatted Measure: Post-passage survey
  • 51. 50% 40% 30% Phrase-formatted text 20% makes reading more enjoyable for adults 10% 0%
  • 52.
  • 53. Native Chinese speakers 30% 20% 10% 12% 0% Increase in TOEFL Score when test is phrase-formatted Measure: TOEFL score
  • 54. Native Japanese speakers 60% 60% 40% 40% 20% 20% 44% 15% 0% 0% Increase in Comprehension Increase in Comprehension Advanced Students Basic-level Students Measure: Reading Comprehension on SAT like Essays
  • 55. Native Spanish speakers 20% 8% 15% 5% 10% 18% 3% 5% 3% 0% 0% Increase in Reading Speed Increase in Comprehension* Measure: Comprehension scores for native Spanish speakers on English SAT test instructed to read for accuracy* not speed
  • 56. Increase in Comprehension 30% 20% 10% 18% 10% 0% No Distractions Distractions Measure: Reading Comprehension
  • 57. Increase in Comprehension 30% 20% 10% 17% 12% 0% 1st 6th generation generation photocopy photocopy Measure: Reading degraded copy (1st or 6th generation photocopies)
  • 58. Phrase-formatted text improves comprehension when reading is not easy. • Reading in a non-native language • While distracted • From degraded copies
  • 59. What’s happening? Phrase-formatted Text makes spaces meaningful. is helps readers plan fixations more effectively.
  • 60. Phrase-formatted Standard Text Text # Fixations Poor Readers > Superior Readers Poor Readers ≈ Superior Readers Fixation length Poor Readers > Superior Readers Poor Readers ≈ Superior Readers Recursive reading Poor Readers > Superior Readers Poor Readers ≈ Superior Readers Measure: Eyetracking and Reading comprehension
  • 62. Standard Formatting [Brand] and the free I Can support program can help 200% you manage your type 2 diabetes 150% 100% 142% Phrase-formatted Text 50% [Brand] and the free 0% I Can support program Increase in click-throughs can help you manage on phrase-formatted ad your type 2 diabetes Measure: Click-through rates on webpage ad
  • 63. 20% 15% 10% 5% 10% Standard Formatting 0% Increase in likelihood to send to a friend 8 6 Phrase-formatted Text 4 2 7 0 0 Phrase- Standard formatted Text Text # Comprehension questions answered more correctly Measure: Comprehension + Would you forward? survey for on-line newsletter
  • 64. Phrase-based makes content more actionable.
  • 66. Direct Mail Case Study 1 12.6% increase 5% in response rate 4% when text is 3% phrase-formatted 4.46% 2% 4.12% 1% 0% Phrase-based Standard Formatting Formatting Measure: Response Rate
  • 67. Direct Mail Case Study 1 7.7% increase $15.00 in gi size when text is $11.25 phrase-formatted $7.50 $14.98 $13.90 $3.75 $0 Phrase-based Standard Formatting Formatting Measure: Average gi size
  • 68. Direct Mail Case Study 1 $1.00 22.8% increase $0.75 in income / piece when text is $0.50 phrase-formatted $0.70 $0.25 $0.57 $0 Phrase-based Standard Formatting Formatting Measure: Income / piece
  • 69. Direct Mail Case Study 2 5% 16.3% increase 4% in response rate 3% when text is 2% phrase-formatted 3.46% 3.09% 1% 0% Phrase-based Standard Formatting Formatting Measure: Response Rate
  • 70. Direct Mail Case Study 2 3.2 % increase $15.00 in gi size when text is $12.00 phrase-formatted $9.00 $14.40 $13.95 $6.00 $3.00 $0 Phrase-based Standard Formatting Formatting Measure: Average gi size
  • 71. Direct Mail Case Study 2 $0.50 $0.40 19.5% increase $0.30 $0.50 in income / piece $0.20 $0.42 when text is $0.10 phrase-formatted $0 Phrase-based Standard Formatting Formatting Measure: Income / piece
  • 72. Phrase-based makes direct mail more effective. • Higher response rates • Larger gis • Greater income / piece
  • 73. What’s the message? enjoyable Phrase-formatted text is more memorable actionable persuasive
  • 74. Questions about applying ReadSmart to your documents? Bob Schumacher rschumacher@usercentric.com @UserCentricInc Follow:    #uxlunch Questions about ReadSmart technology? Chris Nicholas chris@readsmart.com