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Friday, July 15, 2011
Schematic vs realistic skeletals: Follow up
9:59 AM
| Posted by
Scott Hartman
I'm happy to say I've received some excellent feedback on the previous blog post on schematic skeletal diagrams. Several comments in particular share a similar feeling, which I'll repost here:
As you can see, they all raise a similar question - why would anyone want to publish a a skeletal diagram that isn't realistic (or in some cases, "correct"). I suspect that they aren't the only ones with this question, so I thought it would be worth addressing the issue with its own post. So let's start at the beginning....
Let's all have a moment of honesty here; how is a young scientific illustrator supposed to go about learning to produce a realistic skeletal reconstruction? Greg Paul has written a single, traditionally hard to attain article on the subject, and has written several guides to how he interprets common debates on dinosaur functional morph. That's about it; the result was that many young artists took the "make it look like Greg Paul's" strategy, but there are several problems with this. First, it's not always clear to illustrators when something is a well-established anatomical consensus, or whether it's an interpretation largely unique to Greg. Making this worse is that Greg has (somewhat notoriously) issued a mass cease and desist request for people to stop copying his look. Since there aren't many sources to tease out which parts are science (and therefore not copyrightable) and which are stylistic (and therefor subject to his copyright), many artists are probably feeling like throwing their arms up in surrender.
It's my hope that through several projects (including a modest contribution from this blog) that the science behind this process can be better documented, become better subject to testing, and generally move from the realm of dark art to the evidence-driven process it should be. But I also think we need to be realistic about what stage we're at. Right now there aren't even a handful of people who regularly publish on the subject, and the publications that do exist often are often made in the gray literature and are not subject to further testing.
So what can we do?
I think first and foremost we have to be realistic about the size of the challenge in front of us. Given the name of this site it shouldn't surprise the reader to learn that I think skeletal reconstructions can (and generally should) be done to realistic standards. I also believe the creation of them should be a data-driven activity, with a methodology that is transparent and subject to testing by others.
But a lot of work has to be done before we get there. In the mean time, properly labeling a published skeletal as either schematic or realistic will be useful to the process; by making it clear when a skeletal isn't intended as realistic it will increase the accuracy of paleoart (since artists won't use it), make it more obvious which taxa are still in need of a realistic skeletal, and improve the "signal to noise ratio" when people try to understand what are common anatomical assumptions.
Proper labeling is also easy to do, making it a reasonable request of anyone getting ready to submit a manuscript (or reviewing them), as it requires a minimal investment of time and improves the usefulness of the paper itself. Yes, this may be the "low-hanging fruit" in a larger revamp of skeletal reconstructions, but that doesn't mean it isn't worth pursuing.
I don't see any reason someone would make a reconstruction more schematic than necessary (due to perspective, converting bones to lines, incompleteness or deformation, lack of available material, etc. that you mention). In the strat column and cell examples, there are obvious reasons not to make them realistic, but what about skeletons? Surely the only reason to not draw bones correctly is to save time, but in that case I'd argue it's better to not to include a reconstruction than to make a half-assed one. -Mickey Mortimer
This is a very.. charitable interpretation of what's going on. I agree that there is a place for schematics, but I think they should be made to look schematic (you see this sometimes, where bones are reduced to oblongs, and laid out in a vary schematic way). Just labelling skeletals as schematic will do little to stop artists using them I'm afraid. -John Conway
I would have to side with John on the matter of schematic representations. You write "When writing a professional paper, which one of these styles is "better" depends on the needs of the authors, the time, ability, and access to the data that the illustrator has, and a host of other practical concerns. Far be it from any of us to dictate that one type of skeletal diagram is suitable in all cases." But I can't see any way in which is schematic diagram is better than a realistic one. In short, surely the only reason to put up with the schematic is when the data just isn't there to do the job right? -Mike Taylor
As you can see, they all raise a similar question - why would anyone want to publish a a skeletal diagram that isn't realistic (or in some cases, "correct"). I suspect that they aren't the only ones with this question, so I thought it would be worth addressing the issue with its own post. So let's start at the beginning....
Historical Perspective:
As I showed in the earlier 3 part series on dinosaur skeletals, the reality is in the history of paleontology it simply has never been a standard requirement to invest the time and effort that goes into producing realistic skeletal reconstructions for publication. Yes, for a period of time realistic skeletals were used by some paleontologists in Europe in the middle of the 19th century, but hardly all. Concerns with improving the anatomical posture of mounts saw a brief return to publications in the U.S. in the 1920s and '30s, but neither of these periods saw anything close to a universal adoption of realistic skeletal reconstructions, nor did either period produce published guidelines on how to produce such skeletals - and don't forget that they make good examples by virtue of how unusual they are in the history of paleontology.
So point 1: It may be be true in some objective sense that realistic skeletal drawings are preferable, but it's never been a standard in scientific publications. Sure, several decades of skeletals by Greg Paul and others may have created an expectation in artists that realism should be the default, but that hasn't translated to professional publications. In my opinion it's neither fair nor realistic to expect all researchers to start including realistic skeletals (especially given the issues discussed below) in published papers cold-turkey, but it is fair to ask them to label their diagrams more explicitly (indeed, better labeling is something we should always strive for). Why isn't it fair? Well, there's a host of...
Practical Concerns:
Writing a paper takes a while. While the process isn't really the mysterious and inaccessible dark art that some assume, it does take time and effort. And unfortunately producing realistic skeletal drawings largely has been a mysterious dark art, without explicit guidelines, and with only a couple of people that produce them (and there isn't any universal consensus on who those people are). The result is that a paleontologist that wants to get a paper out on a new dinosaur could be looking at a really significant investment of time (and possibly money) to try and include a realistic skeletal reconstruction.
Also remember that many researchers don't have research specialties that lend themselves to supervising the creation of a realistic skeletal reconstruction; even at the best of times it can be hard for technical and artistic professionals to find a common language, but for an expert in stratigraphy or systematics it may be even more difficult to direct a staff artist or art student on how to produce a realistic skeletal drawing. This wouldn't be so bad if scientific illustrators had a set of guidelines they could follow when producing realistic skeletal reconstructions, but hey, that brings me to the last point....
Skeletal reconstructions need to stop being a dark art!
Practical Concerns:
Writing a paper takes a while. While the process isn't really the mysterious and inaccessible dark art that some assume, it does take time and effort. And unfortunately producing realistic skeletal drawings largely has been a mysterious dark art, without explicit guidelines, and with only a couple of people that produce them (and there isn't any universal consensus on who those people are). The result is that a paleontologist that wants to get a paper out on a new dinosaur could be looking at a really significant investment of time (and possibly money) to try and include a realistic skeletal reconstruction.
Also remember that many researchers don't have research specialties that lend themselves to supervising the creation of a realistic skeletal reconstruction; even at the best of times it can be hard for technical and artistic professionals to find a common language, but for an expert in stratigraphy or systematics it may be even more difficult to direct a staff artist or art student on how to produce a realistic skeletal drawing. This wouldn't be so bad if scientific illustrators had a set of guidelines they could follow when producing realistic skeletal reconstructions, but hey, that brings me to the last point....
Skeletal reconstructions need to stop being a dark art!
Let's all have a moment of honesty here; how is a young scientific illustrator supposed to go about learning to produce a realistic skeletal reconstruction? Greg Paul has written a single, traditionally hard to attain article on the subject, and has written several guides to how he interprets common debates on dinosaur functional morph. That's about it; the result was that many young artists took the "make it look like Greg Paul's" strategy, but there are several problems with this. First, it's not always clear to illustrators when something is a well-established anatomical consensus, or whether it's an interpretation largely unique to Greg. Making this worse is that Greg has (somewhat notoriously) issued a mass cease and desist request for people to stop copying his look. Since there aren't many sources to tease out which parts are science (and therefore not copyrightable) and which are stylistic (and therefor subject to his copyright), many artists are probably feeling like throwing their arms up in surrender.
It's my hope that through several projects (including a modest contribution from this blog) that the science behind this process can be better documented, become better subject to testing, and generally move from the realm of dark art to the evidence-driven process it should be. But I also think we need to be realistic about what stage we're at. Right now there aren't even a handful of people who regularly publish on the subject, and the publications that do exist often are often made in the gray literature and are not subject to further testing.
So what can we do?
I think first and foremost we have to be realistic about the size of the challenge in front of us. Given the name of this site it shouldn't surprise the reader to learn that I think skeletal reconstructions can (and generally should) be done to realistic standards. I also believe the creation of them should be a data-driven activity, with a methodology that is transparent and subject to testing by others.
But a lot of work has to be done before we get there. In the mean time, properly labeling a published skeletal as either schematic or realistic will be useful to the process; by making it clear when a skeletal isn't intended as realistic it will increase the accuracy of paleoart (since artists won't use it), make it more obvious which taxa are still in need of a realistic skeletal, and improve the "signal to noise ratio" when people try to understand what are common anatomical assumptions.
Proper labeling is also easy to do, making it a reasonable request of anyone getting ready to submit a manuscript (or reviewing them), as it requires a minimal investment of time and improves the usefulness of the paper itself. Yes, this may be the "low-hanging fruit" in a larger revamp of skeletal reconstructions, but that doesn't mean it isn't worth pursuing.
Labels:Skeletal drawing topics
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Thanks for the reply, but I remain unconvinced. These are not reasons why someone would WANT to make a skeletal more schematic than necessary as much as they are excuses why people DO make them more schematic. As you said in your original post, a schematic reconstruction "emphasizes key features of the anatomy (sometimes literally "emphasizing" them) while perhaps demonstrating other key information, such as which bones are preserved." So for things like diagrams showing biomechanical calculations, we'd all agree they're fine. But just what is the supposed emphasis in Martinez and Alcober's Panphagia recon that makes its schematicity preferrable, to use your example? My guess is that they fully intended their reconstruction to be realistic and would not have positive answers if confronted about the various ways it is not.
ReplyDeleteScott,
ReplyDeleteI think I would disagree that realistic should be used in lieu of schematic. I can think of several reasons to use schematic diagrams of bones, especially when discussing an element that cannot or should not correspond to a single organism (labelling the various fenestrae of the skull in anticipation of tetrapod evolution), or because the material being discussed is incomplete.
That our artistic depictions of skeletons and bones, barring photography, are to a degree necessarily schematic, we cannot even divorce ourselves of this. We already adapt the image of the material we see into ink and graphite or digital line when necessary, and this always (!) results in loss of possible data, especially when we make outlines. It should matter also that when we place skeletal diagrams in phylograms, to show the body forms in progression on a tree, we are being necessarily schematic, even if the skeletons (at 1.5 inches or less!) are so small that a simple silhouette would be preferable.
@Mickey - I'm not trying to convince you that schematics are superior, I'm trying to convince you to start first with encouraging authors to universally adopt proper labeling.
ReplyDeleteIn the long run I think it's preferable for skeletals to be realistic, but it's not fair (or realistic) to expect authors to adopt that convention when there's no real guidelines for how to achieve it.
As for Martinez & Alcober's Panphagia - my guess is they simply never considered it at all, like most authors in the history of the field. Asking for authors to label their diagrams will raise awareness of the issue (i.e., if they want a realistic skeletal they need to put in the effort to get one) and reduce systemic errors that are created when others assumed an unlabeled skeletal is realistic.
@Jaimie - I agreed with much of what you wrote in the first post on this subject. But just because all illustrations are to some degree schematic is not at all the same as saying that there's no difference between a skeletal that is properly scaled and accurately reproduces the outlines of bones, and those which do not take care to attempt this. My biggest concern right now is that people label their intentions in professional articles, so as not to accidentally mislead readers.
ReplyDeleteThe ultimate issue of all skeletals being illustrations is why I use the term "realistic" rather than "real" or "literal". Regardless, a realistic skeletal is a very different beast than a schematic one is, and they ought to be labeled, just like any salient data in a figure or diagram.
Seeing how much interpretation is involved in every stage of 'real' skeleton preparation - ie. going from excavation to description of a bone as characteristic of a specific species - I've become convinced that an abstraction of the results is desirable. Particularly in 3D, the representation of the skeleton needs to focus on the defining characteristics and not on the surface characters, which can be called up in the more realistic scanned meshes.
ReplyDelete@David - Agreed - any representation of data is an abstraction; even photography is, with its ability to alter lightinng show off (or hide) details, exposure settings, etc.
ReplyDeleteWhen it comes to realistic vs schematic it's an issue of intent - if what is being abstracted are the proportions or the shape of the bones, then it's schematic and should be labeled so other workers aren't mislead.
To be fair, there probably are additional classes of portrayal here. For example in 3d you can simplify bone models without making their proportions inaccurate. In the case of peer review they probably deserve their own label ("simplified rendering of taxon X" or some such), but I was intentionally addressing the far ends of the spectrum here, which also happen to be the most common forms in professional papers, although that may change in coming years.