by Amar
Feeling unhappy? Try ligatures.
The question of whether applying proper typographic rules really makes text more legible or aesthetically pleasing to anyone other than typography geeks has no doubt been debated to death.
Certain aspects of text presentation, such as line width, leading and anti-aliasing have been shown to cause differences in reading speed and/or comprehension. However, do the more subtle aspects that typographers pay attention to, such as ligatures and kerning (allowing the space occupied by two characters to overlap), really make any difference?
As part of a series of studies, a group of researchers around Microsoft’s Kevin Larson tested the use of advanced typographic features of OpenType (kerning, ligatures, small caps, non-lining numerals, subscript and superscript) against text without these features.

The result was that they made no significant difference to reading speed or comprehension, and in fact not even to subjective ratings: about half the people preferred the non-OpenType version of the text.
However, they then went on to determine participants’ affect, or emotional state. One way they did this was by measuring activation of the facial corrugator muscle. Surprisingly, participants turned out to frown less, and could therefore be said to have been “happier”, when reading text with the enhanced typography.
In another test, people were given creative problem solving tasks after they had done the reading. It had previously been shown that performance on these correlates with positive affect, so it was hoped that the outcome would capture aesthetic appeal. Indeed, participants who read text with good typography did perform better on the tests.
These results are interesting in themselves, but proving the merit of good typography wasn’t the study’s only goal. Another main motivation was to find new ways of measuring the effect of aesthetic factors. These are often too subtle to be noticed consciously, and therefore can’t be tested through questionnaires. It looks like measuring facial muscle activation and creative cognitive task performance may be sensitive and reliable enough to do the job.
(These results were presented at the British HCI 2006 conference, but the paper, Measuring the Aesthetics of Reading, is not yet available online. However, you can get a precursory paper that covers part of the work.)
- Categories: text & typography, aesthetics
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12:15
Did any of the test subjects include people with mild learning difficulties, e.g. dyslexia? Certain people who find it difficult to read normal text sometimes learn alternative techniques for reading and, therefore, probably use slightly different parts of the brain. If these new techniques are effected by the different type, maybe this accounts for statistical differences in emotional state?
17:53
I don’t have the results for the facial-muscle experiment at hand, but for the cognitive task, 4 of the 10 people reading with good typography solved the task, while none of the 9 people reading with poor typography solved it. This was found to be statistically significant. Of course, this is not a huge sample, so individual differences will play a role. I guess we’ll have to wait for follow-up studies to confirm these results.
22:06
I would also think it would be very sensitive to which specific font and OpenType features were turned on. In the specific example given, I find the ligatures linking the lower-case ‘t’s with the previous letters very distracting, while being very pleased with every other OpenType feature. (Disclaimer: I am not a font geek; I merely cary a mild interest)
22:33
Mark,
In that font (Hoefler Text), the ligatures between the S and the T are classified as “rare ligatures”, and can be turned off independently from the more common ones like “ff” and “fi”. From the screenshots in the paper, I figured that they had them turned on in the study. Personally I tend to agree that they are a bit distracting. However, my guess is that individual OpenType features would make too small a difference to be measurable, so they opted for testing the combined effect of all of them. Or perhaps this set of features is what the authors consider ideal.
00:24
I agree with Mr. Whybird. I found my eyes jumping to the rare ligatures before I even began reading the text. It looks “fancy”, which is why I suspect half the people didn’t like it as much. If the text instead just used the common ligatures and kerning, I suspect that 60% of the general public would think they are the same. I remember as a young man, my mother turned on MS Word’s kerning. I could not figure out why what I printed afterwards was shorter.
15:59
Interesting! I’m filing this away for future reference. By the way, your example graphic could use a fair amount of kerning between the “nT” in OpenType
And not to nitpick, but raised ordinals “nd”, “th”, etc., went out of fashion typographically in the early 1900s, only to be resurrected (unfortunately) by Microsoft Word’s auto-correct. Generally I think you’ll find them uncommon in contemporary style guides.
Thanks for the article!
17:31
If the “rare” or “discretionary” ligatures (st, ct) were activated for the test, it’s not a very useful study. These antiquated ligratures are intended to be used in short copy or display (decorative) typography, not long running text.
The benefits of OpenType really lie in the way it gives convenient access to various glyphs within a single font. It’s up to a skilled typographer to use these features in a judicious way. Switching everything to “on” is not good typography.
00:28
Very interesting read, please please please post some more articles when you get a chance!
14:18
A follow-up study could also measure the the pleasure that the ligatures, even and perhaps especially, the rare ones, induce in the mind of the designer and typographer. The ct combination seems tailor made to trigger a rush of endorphins.
There is a little doubt in my mind that the an unexpected ligature can induce feelings of euphoria in the right context ( particularly if associated with hops). I offer as Exhibit “A” this link to a St. Peter’s Winter Ale label.
http://typophile.com/node/3545
Regards, Neil
01:57
I’m surprised how many people think that old-style numbers is more typographic than regular numbers. Actually old style numbers make sense only in long blocks of text, and only in case of serif faces.
My point is: it is not good idea to bring separate “23rd JANUARY 2007″ line as an example. Most people will read plain text (without old-style figures and small-caps) better then enhanced.
20:51
[…] if it doesn’t necessarily have a utilitarian impact on your intake of information, it seems to have other effects. There’s a world of fonts out there, fonts for all occasions, but the web is missing out on […]
03:44
[…] A description of the study (from UIScape, a sort of Science That Matters for CHI research) […]
13:50
In my work, I’ve had excellent results using the “discretionary ligatures” — as Adobe InDesign refers to them — but only in italic. They blend in quite well there and look great. I’ve prepared three documents for my church that way, and received nothing but praise. Used sparingly, they lend an air of sophistication. They also look great when used for very large type, such as a headline or subhead.
But I definitely would never use them in modern text. Also, don’t forget to letterspace the all-caps and small caps. It makes a huge difference. I would also never use superscripts for “23rd” for three reasons: it’s distracting, on small text sizes it can be very hard to read, and good copy editing practice simply eliminates “st,” “rd,” etc.
13:58
As to oldstyle vs. lining numbers:
The rule is, always use lining numbers whenever you use all-caps. That’s what they’re there for in good typography. They ARE “capital” numbers.
Oldstyle figures are designed to drop below the base line and blend in with text. Old style figures existed centuries before lining figures ever came on the scene.
The numbers 3, 4, 5, 7, and 9 drop down below the base line the same way g, q, and y do. 6 and 8 extend high the way d, h, and l do.
If you use lining figures in text, it’s like SHOUTING IN ALL CAPS. But:
IN A HEADLINE IT’S LIKE SUDDENLY wispering WHEN USING OLDSTYLE.
14:43
What a great article
14:51
[…] durch Messungen am Corrugator-Muskel, umgangssprachlich auch »Zornesfalten-Muskel« genannt: Feeling unhappy? Try ligatures. Haben wir Typografen das nicht schon immer […]