Understanding the Process of Creating Graphics
Understanding the Process of Creating Graphics
Creating graphics involves planning, producing, revising, and citing.
Whether you focus first on the text or the graphics, consider the following four issues as you plan your graphics.
- Audience. Will readers understand the kinds of graphics you want to use? Will they know the standard icons in your field? Are they motivated to read your document, or do you need to enliven the text—for example, by adding color for emphasis—to hold their attention? General audiences know how to read common types of graphics, such as those that appear frequently in newspapers or on popular websites. A general audience, for example, could use this bar graph to compare two bottles of wine:
However, they would probably have trouble with the following radar graph:
- Purpose. What point are you trying to make with the graphic? Imagine what you want your readers to know and do with the information. For example, if you want readers to know the exact dollar amounts spent on athletics by a college, use a table:
2013
|
38,990 |
29,305 |
2014
|
42,400 |
30,080 |
2015
|
44,567 |
44,213 |
If you want readers to know how spending on athletics is changing over time, use a line graph:
- The kind of information you want to communicate. Your subject will help you decide what type of graphic to include. For example, in writing about languages spoken by your state’s citizens, you might use a table for the statistical data, a map for the patterns of language use, and a graph for statistical trends over time.
- Physical conditions. The physical conditions in which readers will use the document—amount of lighting, amount of surface space available, the size of the screen on which the information will be displayed, and so forth—will influence the type of graphic as well as its size and shape, the thickness of lines, the size of type, and the color.
Read more about planning and budgeting in Ch. 3.
As you plan how you are going to create the graphics, consider four important factors:
- Time. Because making a complicated graphic can take a lot of time, you need to establish a schedule.
- Money. Creating a high-quality graphic can be expensive. How big is the project budget? How can you use that money effectively?
- Equipment. Determine what tools and software you will require, such as spreadsheets for tables and graphs or graphics software for diagrams.
- Expertise. How much do you know about creating graphics? Do you have access to the expertise of others?
Usually, you won’t have all the resources you would like. You will have to choose one of the following four approaches:
- Use existing graphics. For a student paper that will not be published, some instructors allow the use of photocopies or scans of existing graphics; other instructors do not. For a document that will be published, whether written by a student or a professional, using an existing graphic is permissible if the graphic is in the public domain (that is, not under copyright), if it is the property of the writer’s organization, or if the organization has obtained permission to use it. Be particularly careful about graphics you find on the web. Many people mistakenly think that anything on the web can be used without permission. The same copyright laws that apply to printed material apply to web-based material, whether words or graphics.
Aside from the issue of copyright, think carefully before you use existing graphics. The style of the graphic might not match that of the others you want to use; the graphic might lack some features you want or include some you don’t. If you use an existing graphic, assign it your own number and title.
- Modify existing graphics. You can redraw an existing graphic or use a scanner to digitize the graphic and then modify it electronically with graphics software.
- Create graphics on a computer. You can create many kinds of graphics using your spreadsheet software and the drawing tools on your word processor. Consult the Selected Bibliography for a list of books about computers and technical communication.
See a Tech Tip on inserting and modifying graphics.
Read more about work made for hire in Ch. 2.
- Have someone else create the graphics. Professional-level graphics software can cost hundreds of dollars and require hundreds of hours of practice. Some companies have technical-publications departments with graphics experts, but others subcontract this work. Many print shops and service bureaus have graphics experts on staff or can direct you to them.
As with any other aspect of technical communication, build in enough time and budget enough money to revise the graphics you want to use. Create a checklist and evaluate each graphic for effectiveness. The Writer’s Checklist at the end of this chapter is a good starting point. Show your graphics to people whose backgrounds are similar to those of your intended readers and ask them for suggestions. Revise the graphics and solicit more reactions. The Writer’s Checklist at the end of this chapter is a good starting point.
Read more information about copyright in Ch. 2.
If you wish to publish a graphic that is protected by copyright (even if you have revised it), you need to obtain written permission from the copyright holder. Related to the issue of permission is the issue of citation. Of course, you do not have to cite the source of a graphic if you created it yourself, if it is not protected by copyright, or if your organization owns the copyright.
In all other cases, however, you should include a source citation, even if your document is a course assignment and will not be published. Citing the sources of graphics, even those you have revised substantially, shows your
instructor that you understand professional conventions and your ethical responsibilities.
Read more about style manuals in Appendix, Part B.
If you are following a style manual, check to see whether it presents a format for citing sources of graphics. In addition to citing a graphic’s source in the reference list, most style manuals call for a source statement in the caption:
Source: Verduijn, 2015, p. 14. Copyright 2015 by Tedopres International B.V. Reprinted with permission.
Source: Johnson Space Center Digital Image Collection. Copyright 2015 by NASA. Reprinted with permission.
If your graphic is based on an existing graphic, the source statement should state that your graphic is “based on” or “adapted from” your source:
Source: Adapted from Jonklaas et al., 2011, p. 771. Copyright 2008 by American Medical Association. Reprinted with permission.