Guidelines
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Explain required prior knowledge on the chart

For explanatory communication to mixed-familiarity audiences, use text annotation on charts or maps to improve readability and mitigate confusion from unexplained terms or unlabeled locations for viewers with low domain knowledge.

  • purpose:refine
  • basis:rhetorical
  • quality:readability
  • lever:text-annotation
  • communication:resonance
  • knowledge:mixed
  • needs:low-domain-knowledge
  • access:plain-language:use

advice

Explain required prior knowledge

Use text annotation to explain any prior knowledge the reader must bring to the chart. For example, add a short definition for a domain term in the title or caption, and add country or city labels on a map when geography is needed for orientation.

reason

Why orienting explanation works

Interpretation breaks when the chart depends on vocabulary or geography that the reader does not already know. Brief definitions, place labels, and refreshed framing give readers enough orientation to interpret the message without confusion, self-doubt, or topic fatigue.

Mechanism: Explanatory text reduces the amount of outside knowledge needed to read the chart, so readers can focus on the message instead of guessing what a term means or where a place is.

Evidence: Participants misinterpreted a stacked bar chart when they did not understand a key topic term, and a simple definition was identified as a likely improvement (Knoll et al., 2025). Viewers of crisis maps became uncertain when country or city labels were missing, and editors reported revisiting familiar topics with new framing or visual styles to reach new audiences and avoid overwhelm (Koesten et al., 2025; Gregory et al., 2024).

Notes: When the same subject appears repeatedly, the needed explanation may shift from basic definition toward a new angle that helps new readers engage.

context

Where to use orienting explanation

  • User Goal: Explain a topic to readers who may not share the same background knowledge.
  • Data: The topic or geography cannot be interpreted without outside knowledge.
  • Chart Setting: The chart uses a specialized term, the map needs location orientation, or the topic is being revisited for new audiences.
  • Audience: Viewers have mixed familiarity with the topic or place names.
  • Success Criterion: Readers can interpret the message without confusion or self-doubt.

exceptions

When orienting explanation is not enough

Break it when: the audience already knows the topic well and the same subject has been covered repeatedly. Why: repeating only basic explanation can still overwhelm or disengage readers, so the framing may need a new angle instead of just more definitions.

costs

Costs of orienting explanation

Sacrifice: Titles, captions, or map labels become less terse.
Risk: Repeating the same explanatory frame on a familiar recurring topic can feel stale or overwhelming.
Mitigation: Keep definitions and orientation cues short, and refresh the framing when the topic is already well known.

mistakes

Common failure mode

Mistake: Leaving the chart to rely on undefined terms or unlabeled geography. Why it fails: viewers with less topic or geographic knowledge may misinterpret the message or lose confidence in their reading.

check

How to check for missing prior knowledge support

Failure Sign: Readers ask what a key term means or where the place is before they explain the chart’s message.
Quick Check: List the terms and places a reader must already know; if any are not defined or labeled on the chart, the design assumes prior knowledge.
Stronger Test: Ask a person outside the topic area to interpret the chart and note hesitation, uncertainty, or incorrect explanations.

fix

How to fix missing prior knowledge support

  • Add a short plain-language definition for any topic term the chart depends on.
  • Add country or city labels when geography is needed to orient the reader.
  • Rewrite the title, caption, or framing when a recurring topic needs a fresh angle for new audiences.

References

Gregory, K., Koesten, L., Schuster, R., Möller, T., & Davies, S. (2024). Data Journeys in Popular Science: Producing Climate Change and COVID-19 Data Visualizations at Scientific American. Harvard Data Science Review, 6(2). https://doi.org/10.1162/99608f92.141c99cf
Knoll, C., Möller, T., Gregory, K., & Koesten, L. (2025). The Gulf of Interpretation: From Chart to Message and Back Again. Proceedings of the 2025 CHI Conference on Human Factors in Computing Systems, 1–17. https://doi.org/10.1145/3706598.3713413
Koesten, L., Saske, A., Starchenko, S. M., & Gregory, K. (2025). Encountering Friction, Understanding Crises: How Do Digital Natives Make Sense of Crisis Maps? Proceedings of the 2025 CHI Conference on Human Factors in Computing Systems, 1–15. https://doi.org/10.1145/3706598.3713520