Visualization for epidemiological modelling: challenges, solutions, reflections and recommendations.

We report on an ongoing collaboration between epidemiological modellers and visualization researchers by documenting and reflecting upon knowledge constructs-a series of ideas, approaches and methods taken from existing visualization research and practice-deployed and developed to support modelling of the COVID-19 pandemic. Structured independent commentary on these efforts is synthesized through iterative reflection to develop: evidence of the effectiveness and value of visualization in this context; open problems upon which the research communities may focus; guidance for future activity of this type and recommendations to safeguard the achievements and promote, advance, secure and prepare for future collaborations of this kind. In describing and comparing a series of related projects that were undertaken in unprecedented conditions, our hope is that this unique report, and its rich interactive supplementary materials, will guide the scientific community in embracing visualization in its observation, analysis and modelling of data as well as in disseminating findings. Equally we hope to encourage the visualization community to engage with impactful science in addressing its emerging data challenges. If we are successful, this showcase of activity may stimulate mutually beneficial engagement between communities with complementary expertise to address problems of significance in epidemiology and beyond. See https://ramp-vis.github.io/RAMPVIS-PhilTransA-Supplement/. This article is part of the theme issue 'Technical challenges of modelling real-life epidemics and examples of overcoming these'.

Constraint-Based Breakpoints for Responsive Visualization Design and Development.

This paper introduces constraint-based breakpoints, a technique for designing responsive visualizations for a wide variety of screen sizes and datasets. Breakpoints in responsive visualization define when different visualization designs are shown. Conventionally, breakpoints are static, pre-defined widths, and as such do not account for changes to the visualized dataset or visualization parameters. To guarantee readability and efficient use of space across datasets, these static breakpoints would require manual updates. Constraint-based breakpoints solve this by evaluating visualization-specific constraints on the size of visual elements, overlapping elements, and the aspect ratio of the visualization and available space. Once configured, a responsive visualization with constraint-based breakpoints can adapt to different screen sizes for any dataset. We describe a framework that guides designers in creating a stack of visualization designs for different display sizes and defining constraints for each of these designs. We demonstrate constraint-based breakpoints for different data types and their visualizations: geographic data (choropleth map, proportional circle map, Dorling cartogram, hexagonal grid map, bar chart, waffle chart), network data (node-link diagram, adjacency matrix, arc diagram), and multivariate data (scatterplot, heatmap). Interactive demos and supplemental material are available at responsive-vis.github.io/breakpoints.

Rethinking map legends with visualization.

This design paper presents new guidance for creating map legends in a dynamic environment. Our contribution is a set of guidelines for legend design in a visualization context and a series of illustrative themes through which they may be expressed. These are demonstrated in an applications context through interactive software prototypes. The guidelines are derived from cartographic literature and in liaison with EDINA who provide digital mapping services for UK tertiary education. They enhance approaches to legend design that have evolved for static media with visualization by considering: selection, layout, symbols, position, dynamism and design and process. Broad visualization legend themes include: The Ground Truth Legend, The Legend as Statistical Graphic and The Map is the Legend. Together, these concepts enable us to augment legends with dynamic properties that address specific needs, rethink their nature and role and contribute to a wider re-evaluation of maps as artifacts of usage rather than statements of fact. EDINA has acquired funding to enhance their clients with visualization legends that use these concepts as a consequence of this work. The guidance applies to the design of a wide range of legends and keys used in cartography and information visualization.

Design by Immersion: A Transdisciplinary Approach to Problem-Driven Visualizations.

While previous work exists on how to conduct and disseminate insights from problem-driven visualization projects and design studies, the literature does not address how to accomplish these goals in transdisciplinary teams in ways that advance all disciplines involved. In this paper we introduce and define a new methodological paradigm we call design by immersion, which provides an alternative perspective on problem-driven visualization work. Design by immersion embeds transdisciplinary experiences at the center of the visualization process by having visualization researchers participate in the work of the target domain (or domain experts participate in visualization research). Based on our own combined experiences of working on cross-disciplinary, problem-driven visualization projects, we present six case studies that expose the opportunities that design by immersion enables, including (1) exploring new domain-inspired visualization design spaces, (2) enriching domain understanding through personal experiences, and (3) building strong transdisciplinary relationships. Furthermore, we illustrate how the process of design by immersion opens up a diverse set of design activities that can be combined in different ways depending on the type of collaboration, project, and goals. Finally, we discuss the challenges and potential pitfalls of design by immersion.

Configuring hierarchical layouts to address research questions.

We explore the effects of selecting alternative layouts in hierarchical displays that show multiple aspects of large multivariate datasets, including spatial and temporal characteristics. Hierarchical displays of this type condition a dataset by multiple discrete variable values, creating nested graphical summaries of the resulting subsets in which size, shape and colour can be used to show subset properties. These 'small multiples' are ordered by the conditioning variable values and are laid out hierarchically using dimensional stacking. Crucially, we consider the use of different layouts at different hierarchical levels, so that the coordinates of the plane can be used more effectively to draw attention to trends and anomalies in the data. We argue that these layouts should be informed by the type of conditioning variable and by the research question being explored. We focus on space-filling rectangular layouts that provide data-dense and rich overviews of data to address research questions posed in our exploratory analysis of spatial and temporal aspects of property sales in London. We develop a notation ('HiVE') that describes visualisation and layout states and provides reconfiguration operators, demonstrate its use for reconfiguring layouts to pursue research questions and provide guidelines for this process. We demonstrate how layouts can be related through animated transitions to reduce the cognitive load associated with their reconfiguration whilst supporting the exploratory process.

Complementary and alternative medicine use by primary care patients with chronic pain.

OBJECTIVES: To describe the characteristics and attitudes toward complementary and alternative medicine (CAM) use among primary care patients with chronic pain disorders and to determine if CAM use is associated with better pain control. DESIGN: Cross-sectional survey. SUBJECTS: Four hundred sixty-three patients suffering from chronic, nonmalignant pain receiving primary care at 12 U.S. academic medical centers. OUTCOME MEASURE: Self-reported current CAM usage by patients with chronic pain disorders. RESULTS: The survey had an 81% response rate. Fifty-two percent reported current use of CAM for relief of chronic pain. Of the patients that used CAM, 54% agreed that nontraditional remedies helped their pain and 14% indicated that their individual alternative remedy entirely relieved their pain. Vitamin and mineral supplements were the most frequently used CAM modalities. There was no association between reported use of CAM and pain severity, functional status, or perceived self-efficacy. Patients who reported having at least a high school education (odds ratio [OR] 1.1, 95% confidence interval [CI] 1.02-1.19, P = 0.016) and high levels of satisfaction with their health care (OR 1.47, 95% CI 1.13-1.91, P = 0.004) were significantly more likely to report using CAM. CONCLUSIONS: Complementary and alternative therapies were popular among patients with chronic pain disorders surveyed in academic primary care settings. When asked to choose between traditional therapies or CAM, most patients still preferred traditional therapies for pain relief. We found no association between reported CAM usage and pain severity, functional status, or self-efficacy.

Spatially ordered treemaps.

Existing treemap layout algorithms suffer to some extent from poor or inconsistent mappings between data order and visual ordering in their representation, reducing their cognitive plausibility. While attempts have been made to quantify this mismatch, and algorithms proposed to minimize inconsistency, solutions provided tend to concentrate on one-dimensional ordering. We propose extensions to the existing squarified layout algorithm that exploit the two-dimensional arrangement of treemap nodes more effectively. Our proposed spatial squarified layout algorithm provides a more consistent arrangement of nodes while maintaining low aspect ratios. It is suitable for the arrangement of data with a geographic component and can be used to create tessellated cartograms for geovisualization. Locational consistency is measured and visualized and a number of layout algorithms are compared. CIELab color space and displacement vector overlays are used to assess and emphasize the spatial layout of treemap nodes. A case study involving locations of tagged photographs in the Flickr database is described.

Design Exposition with Literate Visualization.

We propose a new approach to the visualization design and communication process, literate visualization, based upon and extending, Donald Knuth's idea of literate programming. It integrates the process of writing data visualization code with description of the design choices that led to the implementation (design exposition). We develop a model of design exposition characterised by four visualization designer architypes: the evaluator, the autonomist, the didacticist and the rationalist. The model is used to justify the key characteristics of literate visualization: 'notebook' documents that integrate live coding input, rendered output and textual narrative; low cost of authoring textual narrative; guidelines to encourage structured visualization design and its documentation. We propose narrative schemas for structuring and validating a wide range of visualization design approaches and models, and branching narratives for capturing alternative designs and design views. We describe a new open source literate visualization environment, litvis, based on a declarative interface to Vega and Vega-Lite through the functional programming language Elm combined with markdown for formatted narrative. We informally assess the approach, its implementation and potential by considering three examples spanning a range of design abstractions: new visualization idioms; validation though visualization algebra; and feminist data visualization. We argue that the rich documentation of the design process provided by literate visualization offers the potential to improve the validity of visualization design and so benefit both academic visualization and visualization practice.

Interactive visual exploration of a large spatio-temporal dataset: reflections on a geovisualization mashup.

Exploratory visual analysis is useful for the preliminary investigation of large structured, multifaceted spatio-temporaldatasets. This process requires the selection and aggregation of records by time, space and attribute, the ability to transform data and the flexibility to apply appropriate visual encodings and interactions. We propose an approach inspired by geographical 'mashups' in which freely-available functionality and data are loosely but flexibly combined using de facto exchange standards. Our case study combines MySQL, PHP and the LandSerf GIS to allow Google Earth to be used for visual synthesis and interaction with encodings described in KML. This approach is applied to the exploration of a log of 1.42 million requests made of a mobile directory service. Novel combinations of interaction and visual encoding are developed including spatial 'tag clouds', 'tag maps', 'data dials' and multi-scale density surfaces. Four aspects of the approach are informally evaluated: the visual encodings employed, their success in the visual exploration of the dataset, the specific tools used and the 'mashup' approach. Preliminary findings will be beneficial to others considering using mashups for visualization. The specific techniques developed may be more widely applied to offer insights into the structure of multifarious spatio-temporal data of the type explored here.

Revealing Patterns and Trends of Mass Mobility Through Spatial and Temporal Abstraction of Origin-Destination Movement Data.

Origin-destination (OD) movement data describe moves or trips between spatial locations by specifying the origins, destinations, start, and end times, but not the routes travelled. For studying the spatio-temporal patterns and trends of mass mobility, individual OD moves of many people are aggregated into flows (collective moves) by time intervals. Time-variant flow data pose two difficult challenges for visualization and analysis. First, flows may connect arbitrary locations (not only neighbors), thus making a graph with numerous edge intersections, which is hard to visualize in a comprehensible way. Even a single spatial situation consisting of flows in one time step is hard to explore. The second challenge is the need to analyze long time series consisting of numerous spatial situations. We present an approach facilitating exploration of long-term flow data by means of spatial and temporal abstraction. It involves a special way of data aggregation, which allows representing spatial situations by diagram maps instead of flow maps, thus reducing the intersections and occlusions pertaining to flow maps. The aggregated data are used for clustering of time intervals by similarity of the spatial situations. Temporal and spatial displays of the clustering results facilitate the discovery of periodic patterns and longer-term trends in the mass mobility behavior.

Small Multiples with Gaps.

Small multiples enable comparison by providing different views of a single data set in a dense and aligned manner. A common frame defines each view, which varies based upon values of a conditioning variable. An increasingly popular use of this technique is to project two-dimensional locations into a gridded space (e.g. grid maps), using the underlying distribution both as the conditioning variable and to determine the grid layout. Using whitespace in this layout has the potential to carry information, especially in a geographic context. Yet, the effects of doing so on the spatial properties of the original units are not understood. We explore the design space offered by such small multiples with gaps. We do so by constructing a comprehensive suite of metrics that capture properties of the layout used to arrange the small multiples for comparison (e.g. compactness and alignment) and the preservation of the original data (e.g. distance, topology and shape). We study these metrics in geographic data sets with varying properties and numbers of gaps. We use simulated annealing to optimize for each metric and measure the effects on the others. To explore these effects systematically, we take a new approach, developing a system to visualize this design space using a set of interactive matrices. We find that adding small amounts of whitespace to small multiple arrays improves some of the characteristics of 2D layouts, such as shape, distance and direction. This comes at the cost of other metrics, such as the retention of topology. Effects vary according to the input maps, with degree of variation in size of input regions found to be a factor. Optima exist for particular metrics in many cases, but at different amounts of whitespace for different maps. We suggest multiple metrics be used in optimized layouts, finding topology to be a primary factor in existing manually-crafted solutions, followed by a trade-off between shape and displacement. But the rich range of possible optimized layouts leads us to challenge single-solution thinking; we suggest to consider alternative optimized layouts for small multiples with gaps. Key to our work is the systematic, quantified and visual approach to exploring design spaces when facing a trade-off between many competing criteria-an approach likely to be of value to the analysis of other design spaces.

Map LineUps: Effects of spatial structure on graphical inference.

Fundamental to the effective use of visualization as an analytic and descriptive tool is the assurance that presenting data visually provides the capability of making inferences from what we see. This paper explores two related approaches to quantifying the confidence we may have in making visual inferences from mapped geospatial data. We adapt Wickham et al.'s 'Visual Line-up' method as a direct analogy with Null Hypothesis Significance Testing (NHST) and propose a new approach for generating more credible spatial null hypotheses. Rather than using as a spatial null hypothesis the unrealistic assumption of complete spatial randomness, we propose spatially autocorrelated simulations as alternative nulls. We conduct a set of crowdsourced experiments (n=361) to determine the just noticeable difference (JND) between pairs of choropleth maps of geographic units controlling for spatial autocorrelation (Moran's I statistic) and geometric configuration (variance in spatial unit area). Results indicate that people's abilities to perceive differences in spatial autocorrelation vary with baseline autocorrelation structure and the geometric configuration of geographic units. These results allow us, for the first time, to construct a visual equivalent of statistical power for geospatial data. Our JND results add to those provided in recent years by Klippel et al. (2011), Harrison et al. (2014) and Kay & Heer (2015) for correlation visualization. Importantly, they provide an empirical basis for an improved construction of visual line-ups for maps and the development of theory to inform geospatial tests of graphical inference.

Exploring Curved Schematization of Territorial Outlines.

Hand-drawn schematized maps traditionally make extensive use of curves. However, there are few automated approaches for curved schematization; most previous work focuses on straight lines. We present a new algorithm for area-preserving curved schematization of territorial outlines. Our algorithm converts a simple polygon into a schematic crossing-free representation using circular arcs. We use two basic operations to iteratively replace consecutive arcs until the desired complexity is reached. Our results are not restricted to arcs ending at input vertices. The method can be steered towards different degrees of "curviness": we can encourage or discourage the use of arcs with a large central angle via a single parameter. Our method creates visually pleasing results even for very low output complexities. To evaluate the effectiveness of our design choices, we present a geometric evaluation of the resulting schematizations. Besides the geometric qualities of our algorithm, we also investigate the potential of curved schematization as a concept. We conducted an online user study investigating the effectiveness of curved schematizations compared to straight-line schematizations. While the visual complexity of curved shapes was judged higher than that of straight-line shapes, users generally preferred curved schematizations. We observed that curves significantly improved the ability of users to match schematized shapes of moderate complexity to their unschematized equivalents.

Moving beyond sequential design: Reflections on a rich multi-channel approach to data visualization.

We reflect on a four-year engagement with transport authorities and others involving a large dataset describing the use of a public bicycle-sharing scheme. We describe the role visualization of these data played in fostering engagement with policy makers, transport operators, the transport research community, the museum and gallery sector and the general public. We identify each of these as `channels'--evolving relationships between producers and consumers of visualization--where traditional roles of the visualization expert and domain expert are blurred. In each case, we identify the different design decisions that were required to support each of these channels and the role played by the visualization process. Using chauffeured interaction with a flexible visual analytics system we demonstrate how insight was gained by policy makers into gendered spatio-temporal cycle behaviors, how this led to further insight into workplace commuting activity, group cycling behavior and explanations for street navigation choice. We demonstrate how this supported, and was supported by, the seemingly unrelated development of narrative-driven visualization via TEDx, of the creation and the setting of an art installation and the curating of digital and physical artefacts. We assert that existing models of visualization design, of tool/technique development and of insight generation do not adequately capture the richness of parallel engagement via these multiple channels of communication. We argue that developing multiple channels in parallel opens up opportunities for visualization design and analysis by building trust and authority and supporting creativity. This rich, non-sequential approach to visualization design is likely to foster serendipity, deepen insight and increase impact.

Attribute Signatures: Dynamic Visual Summaries for Analyzing Multivariate Geographical Data.

The visual analysis of geographically referenced datasets with a large number of attributes is challenging due to the fact that the characteristics of the attributes are highly dependent upon the locations at which they are focussed, and the scale and time at which they are measured. Specialized interactive visual methods are required to help analysts in understanding the characteristics of the attributes when these multiple aspects are considered concurrently. Here, we develop attribute signatures-interactively crafted graphics that show the geographic variability of statistics of attributes through which the extent of dependency between the attributes and geography can be visually explored. We compute a number of statistical measures, which can also account for variations in time and scale, and use them as a basis for our visualizations. We then employ different graphical configurations to show and compare both continuous and discrete variation of location and scale. Our methods allow variation in multiple statistical summaries of multiple attributes to be considered concurrently and geographically, as evidenced by examples in which the census geography of London and the wider UK are explored.

Stenomaps: Shorthand for shapes.

We address some of the challenges in representing spatial data with a novel form of geometric abstraction-the stenomap. The stenomap comprises a series of smoothly curving linear glyphs that each represent both the boundary and the area of a polygon. We present an efficient algorithm to automatically generate these open, C1-continuous splines from a set of input polygons. Feature points of the input polygons are detected using the medial axis to maintain important shape properties. We use dynamic programming to compute a planar non-intersecting spline representing each polygon's base shape. The results are stylised glyphs whose appearance may be parameterised and that offer new possibilities in the 'cartographic design space'. We compare our glyphs with existing forms of geometric schematisation and discuss their relative merits and shortcomings. We describe several use cases including the depiction of uncertain model data in the form of hurricane track forecasting; minimal ink thematic mapping; and the depiction of continuous statistical data.

An extensible framework for provenance in human terrain visual analytics.

We describe and demonstrate an extensible framework that supports data exploration and provenance in the context of Human Terrain Analysis (HTA). Working closely with defence analysts we extract requirements and a list of features that characterise data analysed at the end of the HTA chain. From these, we select an appropriate non-classified data source with analogous features, and model it as a set of facets. We develop ProveML, an XML-based extension of the Open Provenance Model, using these facets and augment it with the structures necessary to record the provenance of data, analytical process and interpretations. Through an iterative process, we develop and refine a prototype system for Human Terrain Visual Analytics (HTVA), and demonstrate means of storing, browsing and recalling analytical provenance and process through analytic bookmarks in ProveML. We show how these bookmarks can be combined to form narratives that link back to the live data. Throughout the process, we demonstrate that through structured workshops, rapid prototyping and structured communication with intelligence analysts we are able to establish requirements, and design schema, techniques and tools that meet the requirements of the intelligence community. We use the needs and reactions of defence analysts in defining and steering the methods to validate the framework.

Creative user-centered visualization design for energy analysts and modelers.

We enhance a user-centered design process with techniques that deliberately promote creativity to identify opportunities for the visualization of data generated by a major energy supplier. Visualization prototypes developed in this way prove effective in a situation whereby data sets are largely unknown and requirements open - enabling successful exploration of possibilities for visualization in Smart Home data analysis. The process gives rise to novel designs and design metaphors including data sculpting. It suggests: that the deliberate use of creativity techniques with data stakeholders is likely to contribute to successful, novel and effective solutions; that being explicit about creativity may contribute to designers developing creative solutions; that using creativity techniques early in the design process may result in a creative approach persisting throughout the process. The work constitutes the first systematic visualization design for a data rich source that will be increasingly important to energy suppliers and consumers as Smart Meter technology is widely deployed. It is novel in explicitly employing creativity techniques at the requirements stage of visualization design and development, paving the way for further use and study of creativity methods in visualization design.

Exploring uncertainty in geodemographics with interactive graphics.

Geodemographic classifiers characterise populations by categorising geographical areas according to the demographic and lifestyle characteristics of those who live within them. The dimension-reducing quality of such classifiers provides a simple and effective means of characterising population through a manageable set of categories, but inevitably hides heterogeneity, which varies within and between the demographic categories and geographical areas, sometimes systematically. This may have implications for their use, which is widespread in government and commerce for planning, marketing and related activities. We use novel interactive graphics to delve into OAC--a free and open geodemographic classifier that classifies the UK population in over 200,000 small geographical areas into 7 super-groups, 21 groups and 52 sub-groups. Our graphics provide access to the original 41 demographic variables used in the classification and the uncertainty associated with the classification of each geographical area on-demand. It also supports comparison geographically and by category. This serves the dual purpose of helping understand the classifier itself leading to its more informed use and providing a more comprehensive view of population in a comprehensible manner. We assess the impact of these interactive graphics on experienced OAC users who explored the details of the classification, its uncertainty and the nature of between--and within--class variation and then reflect on their experiences. Visualization of the complexities and subtleties of the classification proved to be a thought-provoking exercise both confirming and challenging users' understanding of population, the OAC classifier and the way it is used in their organisations. Users identified three contexts for which the techniques were deemed useful in the context of local government, confirming the validity of the proposed methods.