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A R T I C L E I N F O A B S T R A C T
Keywords: Tactual encoding of information is an essential aspect of communication in many aspects of life, but especially so
Skin tribology for persons with visual impairments. The most common encoding is the use of topological features on a static
Finger friction medium such as paper. While Braille is widely used and effective for text transcription, the effective use of tactile
Tactile graphics
graphics to communicate spatial or graphical information is less standardized. Tactile graphical techniques
Braille
typically employ collections of individual topological features or texture patterns to communicate spatial in
formation (maps, plots, diagrams), with the goal of minimizing reader confusion among the elements. In this
study, the authors investigated the tribology and perception aspects of this complex issue in order to identify
fundamental surface parameters which play a dominant role. Using texture specification guidelines published by
the Braille Authority of North America (BANA), the investigators produced raised parallel-ridge textures on
thermally activated tactile paper. The texture parameters modified included the width of ridges, spacing between
ridges, and the inclination of the ridges to the pattern boundaries. Subjects reported their perception of tactile
similarity or difference between members of texture pairs that were presented under a blind. Measurements of
friction force were also collected for these textures to determine if friction mechanisms were most responsible for
perceptive ability, or if other surface attributes played a dominant role. The study found that modifying pattern
pitch improved perceptive ability to differentiate between adjacent mismatched texture patterns, but that ridge
width had a deleterious effect. The results suggested that perceptive ability was not strongly related to various
friction mechanisms proposed, but was closely correlated with changes in the number of pattern ridges in contact
with the fingertip during tactile graphic exploration.
1. Introduction reliance on tactile information for day-to-day life. For this population,
the most well-known tool for communicating traditionally visual in
The use of tactile cues to communicate various forms of information formation is braille, a set of raised dot patterns that represent alpha
is ubiquitous. Examples can be found from passive cues, such as the numeric characters. However, the many forms of non-textual
raised homing features on the ‘F’ and ‘J’ keys of a standard English information that cannot be efficiently represented by the braille system
language QWERTY-style computer keyboard, all of the way to active are often addressed by the use of tactile graphics, which typically
cues, such as the subtle vibration of a touchscreen device to indicate that employ raised shapes, patterns and textures to represent visually spatial-
the unit has detected the push of a virtual button on the screen. based information. Examples of tactile graphics include maps, diagrams,
Furthermore, these cues span the realm of applications of convenience and charts. One drawback of tactile graphics, as with braille, is that they
or basic quality of life – as in the previous example – to those that entail are relatively space inefficient, in that they often require far more media
the fundamental ability of a user to interact with society, as is the case surface area than their visual counterparts and are not simple copies of
for persons with visual impairments. While all humans employ the sense the graphics they are based on. Graphics consisting of multiple spatial
of touch to process the constant barrage of sensory information, blind regions with distinct boundaries, such geographic maps, typically
and visually impaired individuals (BVI) have a comparatively stronger employ distinct textures instead of colors. From an information density
* Corresponding author.
E-mail address: cris1@iastate.edu (C.J. Schwartz).
https://doi.org/10.1016/j.wear.2023.204877
Received 21 October 2022; Received in revised form 3 February 2023; Accepted 6 February 2023
Available online 31 March 2023
0043-1648/© 2023 Elsevier B.V. All rights reserved.
R.H. Fast and C.J. Schwartz Wear 523 (2023) 204877
standpoint, this runs into the challenge of choosing textures and patterns friction data to support or refute each hypothesis before moving to the
that are easily discernible for the reader, yet provide a broad enough next. In this way, the partially confounded factors of friction and other
discernible texture pallet to represent a reasonably rich graphic. As an surface interactions could be separated as possible explanations for the
empirically developed guide for professionals preparing tactile graphics, perception results.
the Braille Authority of North America (BANA) has published a guide of
best practices in selecting textures for tactile graphics. In their guide, 2. Methods and materials
BANA have categorized distinct groups of tactual pattern families for use
in tactile graphics, including arrays of raised dots, ridges and other 2.1. Tactile discrimination assessment
geometric elements. The guidelines indicate that textures from different
groups can generally be printed adjacent to each other and provide 2.1.1. Stimulus
reasonable discernability for the reader, while textures from within a The BANA guidelines for tactile graphics divide textures (also
single group are not recommended to be used adjacently [1]. These referred to alternatively as patterns in this paper) into general categories
guidelines have been developed empirically; however, thus far there has based on tactile similarity. These guidelines recommend that adjacent
been little fundamental research to determine the relevant texture regions of a tactile graphic should employ patterns from different cat
pattern paraments that govern discernability. Understanding how fac egories to avoid confusion for the reader. The patterns within each
tors such as surface geometry, spacing of elements, and the interactions category typically employ a repeated individual geometric element –
between the material and fingers of the readers would help to maximize such as a circular dot, ridge, triangle – varied by factors such as size,
the potential information that can be contained in a tactile graphic. width, and orientation of the elements to comprise the larger pattern.
Once an individual’s skin comes into contact with a surface, their Building on the results of a previous study [12], this study focused on
sense of touch provides them with a wealth of information. In the case of patterns of parallel ridges, defined by the width of the individual raised
tactile graphics, this information is ascertained through active explor ridge elements and by the pattern pitch from one ridge to the next.
atory procedures of the fingertips [2], often called dynamic touch. The Texture patterns were developed using two levels of each of these fac
relative motion of sliding one’s fingers produces a measurable frictional tors: ridge-to-ridge pitch settings of 2.8 and 5.6 mm, respectively; and
force that researchers have used to establish a relationship between the ridge width values of 0.7 and 1.4 mm, respectively. This produced four
forces experienced by neural tactile receptors and qualitative properties distinct reference texture patterns as described in Fig. 1 and Table 1. The
such as roughness, stickiness, and comfort [3–5] in the perception of particular baseline values of pitch and width were chosen to replicate
particular surface types. In addition to shear forces generated through some of the textures used in the previous study, in order to integrate the
friction, the fingertip also experiences loading in the normal direction. previous findings into the dataset for the current study.
In some studies, variation of normal load has little effect on perception The tactile samples were printed on polymer microcapsule-infused
[6], suggesting that there is more going on than the simple relationship paper-based medium referred to as swell touch paper (Swell Touch
between normal force and friction. While studies have shown that the Paper, American Thermoform Corporation). This is a widely used me
coefficient of friction of fabrics can affect the perception [7,8], its dium for the production of tactile graphics. Swell touch paper works
applicability to tactile graphics is not yet clear. Some studies have such that each sheet is initially printed as a gray-scale image using a
suggested that tactile perception is also impacted by other parameters laser printer. Following this, the sheet is run through a thermal pro
such as finger penetration depth, affect the qualitative perception of the cessing unit and any areas that have been printed in black ink form a
texture [9–11]. For example, a study by Lederman showed that as the raised area once exposed to heat. As in the previous study, samples were
space between metal grooves increased, they were judged as less rough then attached to adhesive magnetic tape to prevent distortion of the
[13]. However, thus far there has been precious little work done to paper from being touched and from moving across the table.
elucidate the role of tribology in tactile graphic usability. Each texture sample used in the perception study consisted of pairs of
Relatively few studies have focused on the relationship between the above reference textures. The texture pair were printed within a
friction mechanisms and tactile discrimination using the patterns or rectangular-bounded area of 110 × 100 mm with each half comprising
print media commonly used in tactile graphics. The latter component, one of the four reference patterns. This resulted in a total of 16 unique
the medium that the graphics are printed on, likely has a profound texture combination combinations. The unique pairwise combinations
impact not only on friction but also on tactile perception. A common are referred to by a unique identifier (letters ‘A’ through ‘P’). Four
medium used for tactile graphics produced in educational settings is a combinations from Renganathan and Schwartz [12], labeled ‘Q’ through
polymer-infused thermally activated paper (commonly referred to as ‘T’, were included in the current perception study, as described above.
‘swell touch’ paper) which produces raised features that correspond to The textures in these samples were parallel-ridge patterns identical to
the dark areas printed on the medium. Tactile perception experiments reference patterns 1 and 2, respectively, but with the angle of ridges
done with swell touch paper showed that the length of the transition oriented at 45◦ to the left-right axis of the samples rather than perpen
area between different textures had little effect on the discrimination dicularly oriented as in the other reference patterns. A complete listing
thresholds of the participants [14]. In a more recent study by Renga of the reference textures used in the study is shown in Table 2.
nathan et al., using swell touch paper and texture patterns specified by
BANA, sighted participants could clearly distinguish between dot pat 2.1.2. Experimental procedure
terns and ridge patterns, but had difficulty discerning between textures As the study involved human participants, this study was approved
within the same pattern family [12]. Thus the role of friction and surface by the Institutional Review Board of Iowa State university. Thirteen
parameters in tactile perception is still very much an open question in sighted subjects participated in the study, all of which were over 18
the realm of tactile graphics usability.
This investigation focused directly on determining the role that
friction plays in the ability to perceive differently patterned regions in
tactile graphics, or to get conclusive evidence that friction plays a minor
role in comparison to other surface interactions. The authors used a
thorough human subject perception study of sighted individuals,
coupled with established tribological methods to explore potential
mechanistic explanations for perceptive ability. The investigative
approach employed was to propose a sequence of hypotheses based on
potential friction mechanisms, and then using the actual measured Fig. 1. Comparative illustration of the reference patterns 1, 2, 3, and 4.
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R.H. Fast and C.J. Schwartz Wear 523 (2023) 204877
Table 2
Unique pairwise texture combinations used in the perception study. ‘left’ and ‘right’ refer to the two respective regions of the texture sample. In combinations with
pairs of different patterns, the comparison column indicates which parameter is modified in moving from the left to right across the pair. The ridges in combinations ‘Q’
through ‘T’ were obliquely oriented at 45◦ to that of the other combinations.
Combination Patterns (left, right) Comparison (left to right) Combination Patterns (left, right) Comparison (left to right)
Fig. 2. a) View of the forced choice experimental setup from behind the blind. Samples were placed so the letters faced away from the researcher and towards the
participant. b) View of the top of the friction-frequency experiment. The X-axis points down, parallel with the ridges, the Y-axis points towards the left and the Z-axis
points towards the ground, perpendicular to the XY plane.
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R.H. Fast and C.J. Schwartz Wear 523 (2023) 204877
3. Results & discussion random chance (indicated by a mean frequency of 0.5). This provides
some insight into what factors correlated to successfully detecting
As stated previously, the goals of this investigation were to deter different texture patterns in a pair. Among the combinations in the first
mine which tribological behaviors, namely friction mechanisms, play a group (E through L) displaying a very high probability of successful
significant role in the tactual ability to differentiate between common differentiation, either the pitch was solely changed between members of
texture patterns in tactile graphics, or to definitively eliminate friction the pair, or both pitch and width were changed. At 97% chance or higher
as a dominant player. The perception study results are initially presented of being seen as different, these were the combinations that presented
here, followed by a section-by-section discussion of various hypotheses the least confusion. The second group, (A through D) were combinations
that were proposed to explain the results. In sequential order, the data where both members of the pair were identical. Interestingly, combi
are used to provide support, or highlight a lack of evidential support, for nation B was perceived as an identical pattern pair with slightly more
each hypothesis with the goal of eliminating them until the most plau confidence than the other three combinations in this group. Of the four
sible explanation remains. combinations, B exhibited both the low setting of pitch and width. The
final group of texture pairs (M through P), produced the greatest level of
perceptive uncertainty. In each of these textures, only the width of the
3.1. Forced choice perception study ridges was different between the members of the pair. Surprisingly this
suggests that the adjustments in ridge width (doubled, in this study) can
3.1.1. Perception of sameness or difference actually be detrimental to proper discrimination between texture pat
Fig. 3 reports the mean values, over each test subject, of the pro terns if not accompanied by a concurrent change in pattern pitch.
portion of instances when a pair’s two texture patterns were perceived The above trends become more prevalent when the combinations are
as being different from each other. As these are measures of perception, grouped by the sequence of pattern modifications from the original
they do not directly reflect the true state of the pair being the same reference texture (1 through 4), to a single parameter change (either in
pattern (value of zero in the plot) or different patterns (value of unity). width or pitch), and finally to a combination where both parameters
In fact, the magnitude of the difference of the mean value from either were modified. This can be referred to as a trajectory group of modifi
zero or unity, gives an indication of the level of uncertainty in the cation. This produces four distance trajectories of perceptive capabil
perceptive experience. ities. For example, Fig. 4 illustrates the progression of perceptive
Analysis of variance (ANOVA) indicated that the differences in differentiation starting from a combination of identical patterns and
perception were a strong function of the texture combination (as ex then progressing, step-wise, to a combination with a pair that is mis
pected), and that there was not a statistically significant impact of in matched in both pitch and width. The most enlightening observation
dividual test subject, or higher-level interactions between combination from this analysis is found by comparing the difference in start and finish
and test subject. Linear modeling supported these conclusions in that detection frequencies, with the amount of change in detection when just
nearly all of the unique texture combinations had non-zero model co a single factor is modified. In the case shown in the figure, the frequency
efficients (with p-values below 0.05), while confidence intervals for the of perceiving the (identical) texture pair as different starts at approxi
model coefficients for test subject tended to span zero. As an indirect mately 27% (combination A), and attained 100% when both the width
indicator of the validity of the data in the current investigation, the and pitch were mismatched between the two members of the pair (G).
observed perception frequencies for combinations Q through T are However, the crucial observation is that changing pitch alone (E) yields
comparable to those reported previously [12]. This suggests that find an approximately 97% frequency of perceiving a difference in the pair.
ings from the previous study are reproducible, and these findings also Thus the change of pitch accounts for nearly all of the improvement in
serve as a benchmark for the current results. perceptive ability when compared to changing both parameters. On the
As seen in the figure, the 16 textures (not including Q through T other hand, changing only width between members of the pair (com
which are oriented at 45◦ ) fall into three primary groups: those which bination M) yields a fairly middling improvement in perceptive ability of
were almost always perceived different, those that were nearly always approximately 51%, and even then results in successful discrimination
perceived as the same, and those where the response was close to between texture patterns no better than random chance. Taken together,
this provides robust evidence that between the two pattern parameters
investigated here, it is the pattern pitch that is most responsible for
providing sufficient tactile cues for perceptive differentiation between
mismatched patterns, while varying the ridge width provided far less
benefit. Looking at the other three trajectory groups, it was even
observed that changing width alone negatively impacted successful
perceptive differentiation between members of a mismatched pair.
Because of the very definite results observed in the trajectory group
illustrated in the figure, combinations A, E, and M were used in the
tribological investigation into the impact of both pitch and ridge width
modification.
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R.H. Fast and C.J. Schwartz Wear 523 (2023) 204877
Fig. 4. Illustration of one of the four trajectory groups used for analysis of results. Evolution of perceptive ability from original pair of identical reference textures to a
single factor change (pitch or width), and culminating in the change of both factors. Annotations indicate the particular factor change in the step from one com
bination to the next, and the numerical values below the combination illustrations reports the mean frequency of perceptive differentiation.
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R.H. Fast and C.J. Schwartz Wear 523 (2023) 204877
Fig. 6. Frequency domain representation of friction and normal force for texture combinations A, E, and M, with amplitude plotted on a logarithmic scale. A low-pass
filter with a cutoff frequency of 60 Hz was applied to address background noise.
mechanism is very unlikely to be of primary importance in modulating time taken for the fingertip to complete one complete swipe across the
the perceptive ability to differentiate between mismatched texture texture combination sample, with the boundary between the two
patterns. Therefore, the investigators discarded the vibrotactile hy members of the pair occurring at approximately 300 ms from the leading
pothesis for these textures and moved to the next potential explanation. edge of the sample. What is immediately apparent in the data is that
there is little variation in the measured friction force across the entire
3.2.2. Pattern-induced changes in mean friction force texture sample, and very little evidence of a measurable change in the
The next hypothesis proposed to explain the perception data values of friction regardless of which member of the texture pair is being
involved the magnitude of the measured shear force during fingertip contacted. Furthermore, while examination of the data clearly shows a
sliding. It was surmised that the raised topology of the printed textures complex collection of various frequency components, a frequency
would produce a characteristic shear force as a function of both adhesive analysis did not reveal any components that had the strength or con
and hysteretic friction mechanisms. All textures were printed on the sistency to be labeled as characteristic frequency components. This is
same swell touch substrate, thus normalizing the adhesive friction somewhat surprising given that the mismatched pairs (E and M) consist
component. Changes in relative friction between texture patterns, if of different ridge widths and/or pattern pitch for each member of the
large enough, could potentially provide tactile cues used in the pair. In fact, there is a lack of a clear signature in the data to indicate the
perception study. Furthermore, if significant differences were observed physical transition from one member of the pair to the next. As in the
in friction measured during sliding against the individual members of a case of the vibrotactile hypothesis discussed above, the hypothesis that
pair, then the role of pattern pitch and ridge width could then be perception is heavily influenced by texture-induced modulation of the
examined from a contact mechanics perspective. friction force, is not supported by the data. More directly, the variations
Fig. 7 presents the time-history shear force measured during fingertip in the patterns used in this study did not produce significant change in
swipes across texture combinations A, E and M, respectively. The the friction force measured.
applied normal force was reasonably constant and fell primarily within a
range of 1.5–2 N. The timescale of the horizontal axis corresponds to the
Fig. 7. Time-history plot of friction and normal force of textures A, E, and M after a lowpass filter with a cutoff frequency of 60 Hz.
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R.H. Fast and C.J. Schwartz Wear 523 (2023) 204877
Having not seen strong evidential support for the three previous This study investigated the role of pitch and width in governing the
hypotheses dependent on friction-induced phenomena, the authors ability of sighted human test subjects to correctly identify pairs of
concluded that the perceptive ability to differentiate between identical adjacent ridged textures as similar or different. A second aim was to
and/or different texture patterns must be influenced by an alternative ascertain the role and importance of friction mechanisms on this
surface attribute. The final hypothesis explored in this study was that the perceptive ability. The focus application for this work is the use of these
number of ridge edges simultaneously in contact with the fingertip at a texture patterns in tactile graphics printed on swell touch paper for BVI
given time was significant factor in perception. The rationale for this instructional materials. The investigation yielded the following
proposal relied on the intuitive understanding that during sliding, conclusions:
localized subregions of fingertip contact will alternatively penetrate the
voids between pattern ridges, impact the leading edge of a certain 1. The ability of sighted human subjects to correctly differentiate be
number of ridges, and deform as the skin is driven up, over and beyond tween mismatched adjacent patterns was improved by using
the lateral extent of each ridge. This is a far more complex scenario for different pitches for each pattern.
perception than that of a purely friction-based mechanism; however, 2. In contrast, the use of different ridge widths, without modifying
some quantitative aspects of this phenomenon can be determined using pitch, had either a null or negative impact on the perceptive ability of
previously developed models. The number of proximal edges (the face of subjects to correctly differentiate between mismatched patterns.
each pattern ridge that is closest to the centerline of the fingertip during 3. There was an absence of supporting evidence that friction-induced
sliding) was calculated using a modified Hertzian contact model phenomena were responsible for the perceptive ability of the test
developed by Wilde et al. [15]. This model incorporates the standard subjects. Hypotheses based on vibrotactile mechanisms, pattern-
Hertzian parameters (surface radii, contact pressure and elastic modulus induced changes in the mean friction, and pattern-induced changes
of the bodies), but integrates pattern-specific attributes including the in the variance of friction, were all rejected.
distance between the pattern elements (ridges) and the width of the 4. There was evidential support for the hypothesis that perceptive
elements themselves. Given that this investigation involved patterns ability was most greatly impacted by the number of ridge edges in
where all attributes were fixed other than pattern pitch and width, the contact with the fingertip, and that the ability to differentiate be
total number of proximal edges in contact were calculated and expressed tween mismatched patterns was improved when adjacent patterns
as a ratio relative to a single reference texture (pattern 1). The relative exposed the fingertip to different numbers of simultaneous ridge
ratio of predicted number of edges for the three reference patterns in edges in contact. This supported the findings regarding the roles of
question (found on texture combinations A, E and M) are presented in pattern pitch and ridge width.
Tables 3 and 4.
Examining the tables, it is clear that modification of pitch is the only
parameter that has an observable impact on the number of ridge edges Declaration of competing interest
encountered by the sliding fingertip. This makes intuitive sense because
pattern pitch is a fundamental measure of the spacing between the The authors declare that they have no known competing financial
ridges themselves. A higher pitch thus directly leads to greater spacing interests or personal relationships that could have appeared to influence
between the leading edges of each ridge. In the case of the texture the work reported in this paper.
combinations, there is a predicted reduction in the number of ridge
edges encountered of one third when the test subjects explored combi References
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