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BOOK: The Design of Everyday Things
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Suppose I keep all my notes in a small red notebook. If this is my only notebook, I can describe it simply as “my notebook.” If I buy several more notebooks, the earlier description will no longer work. Now I must identify the first one as small or red, or maybe both small and red, whichever allows me to distinguish it from the others. But what if I acquire several small red notebooks? Now I must find some other means of describing the first book, adding to the richness of the description and to its ability to discriminate among the several similar items. Descriptions need discriminate only among the choices in front of me, but what works for one purpose may not for another.

Not all similar-looking items cause confusion. In updating this edition of the book, I searched to see whether there might be more recent examples of coin confusions. I found this interesting item on the website
Wikicoins.com
:

          
Someday, a leading psychologist may weigh in on one of the perplexing questions of our time: if the American public was constantly confusing the Susan B. Anthony dollar with the roughly similar-sized quarter, how come they weren't also constantly confusing the $20 bill with the identical-sized $1 bill?
(James A. Capp, “Susan B. Anthony Dollar,” at
www.wikicoins.com
. Retrieved May 29, 2012)

Here is the answer. Why not any confusion? We learn to discriminate among things by looking for distinguishing features. In the United States, size is one major way of distinguishing among coins, but not among paper money. With paper money, all the bills are the same size, so Americans ignore size and look at the printed numbers and images. Hence, we often confuse similar-size American coins but only seldom confuse similar-size American bills. But people who come from a country that uses size and color of their paper money to distinguish among the amounts (for example, Great Britain or any country that uses the euro) have learned to use size and color to distinguish among paper money and therefore are invariably confused when dealing with bills from the United States.

More confirmatory evidence comes from the fact that although long-term residents of Britain complained that they confused the one-pound coin with the five-pence coin, newcomers (and children) did not have the same confusion. This is because the long-term residents were working with their original set of descriptions, which did not easily accommodate the distinctions between these two coins. Newcomers, however, started off with no preconceptions and therefore formed a set of descriptions to distinguish among all the coins; in this situation, the one-pound coin offered no particular problem. In the United States, the Susan B. Anthony dollar coin never became popular and is no longer being made, so the equivalent observations cannot be made.

What gets confused depends heavily upon history: the aspects that have allowed us to distinguish among the objects in the past. When the rules for discrimination change, people can become confused and make errors. With time, they will adjust and learn to discriminate just fine and may even forget the initial period of confusion. The problem is that in many circumstances, especially one as politically charged as the size, shape, and color of currency, the public's outrage prevents calm discussion and does not allow for any adjustment time.

Consider this as an example of design principles interacting with the messy practicality of the real world. What appears good in principle can sometimes fail when introduced to the world. Sometimes, bad products succeed and good products fail. The world is complex.

CONSTRAINTS SIMPLIFY MEMORY

Before widespread literacy, and especially before the advent of sound recording devices, performers traveled from village to village, reciting epic poems thousands of lines long. This tradition still exists in some societies. How do people memorize such voluminous amounts of material? Do some people have huge amounts of knowledge in their heads? Not really. It turns out that external constraints exert control over the permissible choice of words, thus dramatically reducing the memory load. One of the secrets comes from the powerful constraints of poetry.

Consider the
constraints of rhyming. If you wish to rhyme one word with another, there are usually a lot of alternatives. But if you must have a word with a particular meaning to rhyme with another, the joint constraints of meaning and rhyme can cause a dramatic reduction in the number of possible candidates, sometimes reducing a large set to a single choice. Sometimes there are no candidates at all. This is why it is much easier to memorize poetry than to create poems. Poems come in many different forms, but all have formal restrictions on their construction. The ballads and tales told by the traveling storytellers used multiple poetic constraints, including rhyme, rhythm, meter, assonance, alliteration, and onomatopoeia, while also remaining consistent with the story being told.

Consider these two examples:

               
One. I am thinking of three words: one means “a mythical being,” the second is “the name of a building material,” and the third is “a unit of time.” What words do I have in mind?

               
Two. This time look for rhyming words. I am thinking of three words: one rhymes with “post,” the second with “eel,” and the third with “ear.” What words am I thinking of?
(From Rubin & Wallace, 1989.)

In both examples, even though you might have found answers, they were not likely to be the same three that I had in mind. There simply are not enough constraints. But suppose I now tell you that the words I seek are the same in both tasks: What is a word that means a mythical being and rhymes with “post”? What word is the name of a building material and rhymes with “eel”? And what word is a unit of time and rhymes with “ear”? Now the task is easy: the joint specification of the words completely constrains the selection. When the psychologists David Rubin and Wanda Wallace studied these examples in their laboratory, people almost never got the correct meanings or rhymes for the first two tasks, but most people correctly answered, “ghost,” “steel,” and “year” in the combined task.

The classic study of memory for epic poetry was done by Albert Bates Lord. In the mid-1900s he traveled throughout the former
Yugoslavia (now a number of separate, independent countries) and found people who still followed the oral tradition. He demonstrated that the “singer of tales,” the person who learns epic poems and goes from village to village reciting them, is really re-creating them, composing poetry on the fly in such a way that it obeys the rhythm, theme, story line, structure, and other characteristics of the poem. This is a prodigious feat, but it is not an example of rote memory.

The power of multiple constraints allows one singer to listen to another singer tell a lengthy tale once, and then after a delay of a few hours or a day, to recite “the same song, word for word, and line for line.” In fact, as Lord points out, the original and new recitations are not the same word for word, but both teller and listener perceive them as the same, even when the second version was twice as long as the first. They are the same in the ways that matter to the listener: they tell the same story, express the same ideas, and follow the same rhyme and meter. They are the same in all senses that matter to the culture. Lord shows just how the combination of memory for poetics, theme, and style combines with cultural structures into what he calls a “formula” for producing a poem perceived as identical to earlier recitations.

The notion that someone should be able to recite word for word is relatively modern. Such a notion can be held only after printed texts become available; otherwise who could judge the accuracy of a recitation? Perhaps more important, who would care?

All this is not to detract from the feat. Learning and reciting an epic poem, such as Homer's
Odyssey
and
Iliad
, is clearly difficult even if the singer is re-creating it: there are twenty-seven thousand lines of verse in the combined written version. Lord points out that this length is excessive, probably produced only during the special circumstances in which Homer (or some other singer) dictated the story slowly and repetitively to the person who first wrote it down. Normally the length would be varied to accommodate the whims of the audience, and no normal audience could sit through twenty-seven thousand lines. But even at one-third the size, nine thousand lines, being able to recite the poem is impressive: at one
second per line, the verses would take two and one-half hours to recite. It is impressive even allowing for the fact that the poem is re-created as opposed to memorized, because neither the singer nor the audience expect word-for-word accuracy (nor would either have any way of verifying that).

Most of us do not learn epic poems. But we do make use of strong constraints that serve to simplify what must be retained in memory. Consider an example from a completely different domain: taking apart and reassembling a mechanical device. Typical items in the home that an adventuresome person might attempt to repair include a door lock, toaster, and washing machine. The device is apt to have tens of parts. What has to be remembered to be able to put the parts together again in a proper order? Not as much as might appear from an initial analysis. In the extreme case, if there are ten parts, there are 10! (ten factorial) different ways in which to reassemble them—a little over 3.5 million alternatives.

But few of these possibilities are possible: there are numerous physical constraints on the ordering. Some pieces must be assembled before it is even possible to assemble the others. Some pieces are physically constrained from fitting into the spots reserved for others: bolts must fit into holes of an appropriate diameter and depth; nuts and washers must be paired with bolts and screws of appropriate sizes; and washers must always be put on before nuts. There are even cultural constraints: we turn screws clockwise to tighten, counterclockwise to loosen; the heads of screws tend to go on the visible part (front or top) of a piece, bolts on the less visible part (bottom, side, or interior); wood screws and machine screws look different and are inserted into different kinds of materials. In the end, the apparently large number of decisions is reduced to only a few choices that should have been learned or otherwise noted during the disassembly. The constraints by themselves are often not sufficient to determine the proper reassembly of the device—mistakes do get made—but the constraints reduce the amount that must be learned to a reasonable quantity. Constraints are powerful tools for the designer: they are examined in detail in
Chapter 4
.

Memory Is Knowledge in the Head

An old Arabic folk tale,
“‘Ali Baba and the Forty Thieves,” tells how the poor woodcutter ‘Ali Baba discovered the secret cave of a band of thieves. ‘Ali Baba overheard the thieves entering the cave and learned the secret phrase that opened the cave: “Open Simsim.” (
Simsim
means “sesame” in Persian, so many versions of the story translate the phrase as “Open Sesame.”) ‘Ali Baba's brother-in-law, Kasim, forced him to reveal the secret. Kasim then went to the cave.

          
When he reached the entrance of the cavern, he pronounced the words, Open Simsim!

               
The door immediately opened, and when he was in, closed on him. In examining the cave he was greatly astonished to find much more riches than he had expected from ‘Ali Baba's relation
.

               
He quickly laid at the door of the cavern as many bags of gold as his ten mules could carry, but his thoughts were now so full of the great riches he should possess, that he could not think of the necessary words to make the door open. Instead of Open Simsim! he said Open Barley! and was much amazed to find that the door remained shut. He named several sorts of grain, but still the door would not open
.

               
Kasim never expected such an incident, and was so alarmed at the danger he was in that the more he endeavoured to remember the word Simsim the more his memory was confounded, and he had as much forgotten it as if he had never heard it mentioned
.

               
Kasim never got out. The thieves returned, cut off Kasim's head, and quartered his body
. (From Colum's 1953 edition of
The Arabian Nights.)

Most of us will not get our head cut off if we fail to remember a secret code, but it can still be very hard to recall the code. It is one thing to have to memorize one or two secrets: a combination, or a password, or the secret to opening a door. But when the number of secret codes gets too large, memory fails. There seems to be a conspiracy, one calculated to destroy our sanity by overloading our memory. Many codes, such as postal codes and telephone numbers, exist primarily to make life easier for machines and their
designers without any consideration of the burden placed upon people. Fortunately, technology has now permitted most of us to avoid having to remember this arbitrary knowledge but to let our technology do it for us: phone numbers, addresses and postal codes, Internet and e-mail addresses are all retrievable automatically, so we no longer have to learn them. Security codes, however, are a different matter, and in the never-ending, escalating battle between the white hats and the black, the good guys and the bad, the number of different arbitrary codes we must remember or special security devices we must carry with us continues to escalate in both number and complexity.

BOOK: The Design of Everyday Things
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