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研究生: 林大偉
Ta-wei Lin
論文名稱: 色彩恆常之實驗檢測與反證
Empirical Verification and Contrary Evidences of Color Constancy
指導教授: 孫春望
Chun-Wang Sun
口試委員: 林榮泰
none
莊明振
none
陳玲鈴
Lin-Lin Chen
梁容輝
Rung-huei Liang
學位類別: 博士
Doctor
系所名稱: 設計學院 - 設計系
Department of Design
論文出版年: 2009
畢業學年度: 97
語文別: 中文
論文頁數: 126
中文關鍵詞: 色彩恆常環境識別下行歷程認知策略人類視覺
外文關鍵詞: Color Constancy, Environment Identification, Top-down Process, Cognitive Strategies, Human Vision
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本研究針對色彩恆常此一議題,從人類視覺以及設計的角度切入,嘗試以實驗法進行檢驗與反證。在現存的色彩恆常定義與解釋方面,本研究根據色彩恆常之古典理論所提出之主張,並針對現存色彩恆常之各家定義進行剖析,嘗試建構一個色彩恆常的操作型定義,並提出二項基本質疑。在方法上的取向方面,本研究收集近50年來有關色彩恆常之重要實驗,分別針對比對時間序、配對方式和受測者三項因素進行綜合討論與分析,嘗試找出影響色彩恆常之重要因子。
根據現有文獻,本研究企圖提出一個適當的研究架構,以Brunswik (1956)的透鏡模型 (Lens Model) 為基礎,針對記號、位置、色相、明度、色差、主觀明度排序和色溫共七種相關線索,提出5組共計11個假設 (脈絡假設vs.表徵假設、引導假設vs.推論假設、相對明度假設vs.類比明度假設、漠視假設vs.預期假設、白色最亮假設vs.灰色世界假設vs.黑色最暗假設),分別以記憶、推理和預期三個反證實驗,比較和錨定二個檢測實驗,進一步檢驗色彩恆常相對於人類視覺之適切性。
另一方面,本研究以色彩恆常之操作型定義為基本架構,嘗試融合Shannon和Weaver (1949) 的溝通程序模型,嘗試提出一個以人類視覺為基礎的色彩恆常認知模型,並納入認知心理中的上行歷程與下行歷程,提出「記憶」、「推理」和「比對」三種認知模組,以及「純粹的上行歷程」和「上下行歷程兼備」二種典型,嘗試解釋人們在達成色彩恆常中可能採用的認知策略。同時,在歷經五個實驗之後,本研究根據實驗所得,對當代設計師提出,因應色彩恆常相關議題的三大項設計建議:(1) 提供積極資訊,包括色彩本身或色彩以外的資訊;(2) 設定視覺極限,包括表面色彩和照明光譜成份上的最小閾值;(3) 改善設計師資源,包括設計環境和設計師養成。據上,期能在科技日趨進步的複雜照明環境中,建構最適合人類視覺的環境識別設計。


This study verifies and discusses color constancy with experimentation in terms of human vision and design. In color constancy definitions and interpretations, an operational definition for color constancy will be developed and 2 basic questions are posed by analyzing various color constancy definitions proposed by different schools based on classic color constancy theories. In the approach method, this study has collected major experiments of color constancy over the past 50 years to locate major factors affecting color constancy in three aspects: comparison time sequence, matching method, and subjects.

With reference to the literature, this study attempts to establish an appropriate research framework based on the Brunswik’s Lens model (1956), and proposes 11 hypotheses in 5 groups in terms of the correlations among symbol, location, hue, lightness, color difference, subjective lightness ranking, and color temperature to compare and anchor two evaluative experiments in terms of 3 argumentative experiments: Memory, Inference, and Expectation to further examine the suitability of color constancy in human vision. These hypotheses include Context vs. Representation, Guidance vs. Inference, Relative Lightness vs. Analogue Lightness, Disregard vs. Expectation, White Patch vs. Gray World vs. Black Patch.

This study also attempts to propose a human-vision-based color constancy cognition model by integrating the Communication Models of Shannon and Weaver (1949) according to basic framework established according to the operational definition of color constancy. By integrating the result to bottom-up process and top-down process from Cognitive Psychology, 3 cognitive modules, "Memory", "Reasoning", and "Comparison", and 2 patterns, "Pure bottom-up process" and "Bottom-up and top-down mixed process" are proposed to explain the possible cognitive strategies humans adopt to achieve color constancy. Also, after these 5 experiments, this study makes 3 color-constancy-related design recommendations for contemporary designers: (1) providing aggressive information, including color and extra-color information; (2) defining visual limits, including the minimum threshold values in surface colors and illuminant spectrum; and (3) improving designer resources, including design environment and designer formation. By doing so, this study attempts to develop an environmental identification design that is most suitable for human vision in sophisticated illumination environment during these times of continuous technological advancement.

1、 緒論1 1-1 研究背景1 1-1.1 自動形成的色彩恆常是否存在?1 1-1.2 色彩恆常是一種分進合擊的認知策略?1 1-2 研究動機2 1-2.1 現存的色彩恆常解釋是否適當?2 1-2.2 色彩本身所提供的資訊是否可以達成色彩恆常?2 1-3 研究目的3 1-3.1 建立色彩恆常之認知模型3 1-3.2 提供照明劇烈改變下的色彩設計建議3 2、 文獻探討4 2-1 發展歷史4 2-1.1 色覺理論發展4 2-1.2 操作型定義5 2-1.3 曾經有過的解釋7 2-1.4 色彩恆常現象的基本質疑8 2-2 色彩視覺9 2-2.1 人類視覺9 2-2.2 機器視覺9 2-3 Retinex理論11 2-3.1 反射係數假設11 2-3.2 五個實驗12 2-3.3 三個疑點15 2-4 透鏡模型16 2-4.1 標準的透鏡模型16 2-4.2 可能影響的線索17 2-5 實驗方法上的取向19 2-5.1 同時配對vs.繼時配對19 2-5.2 不對稱配對vs.強迫選擇20 2-5.3 受測者效應21 2-6 認知策略22 2-6.1 色彩記憶與記憶色彩22 2-6.2 色彩推理與色彩知識24 2-6.3 主觀明度與色差閾值25 2-6.4 灰色世界與白色最亮28 2-6.5 環境色溫與預期心理28 2-7 小結30 2-7.1 記憶模組31 2-7.2 推理模組32 2-7.3 比對模組32 3、 研究方法33 3-1 研究架構與發展流程33 3-1.1 研究架構33 3-1.2 研究假設34 3-1.3 研究流程35 3-2 研究設計36 3-2.1 受測者36 3-2.2 設備36 3-2.3 測試光源37 3-2.4 環境光源色溫38 3-2.5 色彩樣本38 3-2.6 混色測驗40 3-2.7 虛擬環境40 3-3 反證實驗一:記憶42 3-3.1 脈絡假設與表徵假設42 3-3.2 自變數與依變數43 3-3.3 實驗任務44 3-3.4 主實驗情境設計:記號與位置45 3-3.5 子實驗情境設計:偽裝的記號45 3-3.6 試驗程序設計46 3-4 反證實驗二:推理47 3-4.1 引導假設與推論假設47 3-4.2 自變數與依變數48 3-4.3 實驗任務:色彩參考49 3-4.4 情境設計:色相與明度50 3-4.5 試驗程序設計51 3-5 檢測實驗一:比較52 3-5.1 相對明度假設與類比明度假設52 3-5.2 自變數與依變數52 3-5.3 實驗任務53 3-5.4 情境設計:主觀明度排序53 3-5.5 試驗程序設計54 3-6 反證實驗三:預期55 3-6.1 漠視假設與預期假設55 3-6.2 自變數與依變數55 3-6.3 實驗任務:同時配對和強迫選擇56 3-6.4 情境設計:色溫暗示之控制57 3-6.5 試驗程序設計57 3-7 檢測實驗二:錨定59 3-7.1 灰色世界假設、白色最亮假設、黑色最暗假設59 3-7.2 自變數與依變數60 3-7.3 實驗任務60 3-7.4 情境設計:錨定基準61 3-7.5 試驗程序設計62 3-8 資料分析63 3-8.1 辨識率63 3-8.2 反應時間63 3-8.3 色相偏移角度63 3-8.4 混色能力64 3-8.5 理論明度序位64 3-8.6 主觀明度序位65 3-8.7 色溫65 3-8.8 色彩偏移65 3-8.9 恆常指數66 3-8.10 統計分析方法66 4、 反證實驗一:記憶68 4-1 主實驗結果68 4-1.1 辨識率的平均數68 4-1.2 辨識率的交互作用68 4-1.3 反應時間的平均數69 4-1.4 反應時間的交互作用69 4-2 子實驗結果70 4-2.1 色相角度之偏移趨勢70 4-2.2 覺醒的受測者70 4-3 討論與分析72 4-3.1 形態資訊容易和色彩資訊關聯而形成內在表徵72 4-3.2 空間資訊不容易和色彩資訊有所關聯72 4-3.3 形態資訊主要地被採用時,色彩恆常表現由概念驅動72 4-4 小結73 4-4.1 形態資訊是最佳的色彩導航輔助元素73 4-4.2 形態資訊和空間資訊可能混淆色彩資訊的觀察73 5、 反證實驗二:推理74 5-1 實驗結果74 5-1.1 辨識率的平均數74 5-1.2 辨識率的交互作用74 5-1.3 反應時間的平均數75 5-1.4 反應時間的交互作用75 5-2 混色能力的相關分析和迴歸分析75 5-2.1 辨識率之相關分析75 5-2.2 辨識率之簡單迴歸分析76 5-3 三種混色能力77 5-3.1 三種混色能力之差異分析77 5-3.2 三種混色能力在情境C和D的多重比較78 5-3.3 中、低混色能力之交互作用79 5-3.4 高混色能力之交互作用80 5-4 討論與分析81 5-4.1 不可靠的色彩推理81 5-4.2 色彩引導所引發的第一種推理策略81 5-4.3 混色能力是第二種推理策略81 5-4.4 三種混色能力的表現差異82 5-5 小結82 6、 檢測實驗一:比較83 6-1 實驗結果83 6-1.1 照明光譜所影響的理論明度差83 6-1.2 色彩資訊量所影響的理論明度差83 6-1.3 所有受測者的主觀明度排序一致性83 6-1.4 主觀明度序位與理論明度序位的相關分析84 6-1.5 短波長照明下的二種明度序位呈現負相關85 6-1.6 不同色彩資訊量的主觀明度排序一致性86 6-1.7 主觀明度排序可被預測的閾值分析87 6-2 討論與分析89 6-2.1 中、長波長光源下的主觀明度序位支持相對明度假設89 6-2.2 短波長光源下的主觀明度序位支持類比明度假設89 6-2.3 12個色彩樣本的色彩資訊量並未受到主觀明度的顯著影響89 6-3 小結89 6-3.1 短波長光源之下的色彩識別設計應該被避免89 6-3.2 增加明度差應該優於增加色相差89 6-3.3 採用大於6的高標準明度差89 7、 反證實驗三:預期90 7-1 實驗結果90 7-1.1 三種環境光源下的色彩恆常表現90 7-1.2 三種環境光源下的色彩認知偏移趨勢90 7-1.3 色溫暗示對於長波長色相的影響92 7-1.4 色溫暗示對於中波長色相的影響93 7-1.5 色溫暗示對於短波長色相的影響93 7-2 討論與分析94 7-2.1 色溫暗示對於色彩恆常的影響94 7-2.2 高色溫光源暗示下的預期效應95 7-2.3 色溫與色相之間的相對關係95 7-2.4 色溫暗示下的色彩認知規律性96 7-3 小結98 7-3.1 相對於環境色溫的類似色相 (相距60o) 容易被高估且有預期效應98 7-3.2 與環境色溫相同的同一色相 (相距0o) 依賴明度排序98 7-3.3 相對於環境色溫的對比色相 (相距120o) 是保持色彩恆常的關鍵98 7-3.4 色溫暗示下的預期效應存在著色彩認知規律性98 7-3.5 色溫暗示對於螢幕的色彩認知產生干擾99 8、 檢測實驗二:錨定100 8-1 實驗結果100 8-1.1 辨識率平均數100 8-1.2 理論明度?還是主觀明度?102 8-2 討論與分析104 8-2.1 白色最亮?還是灰色世界?104 8-2.2 主觀明度序位是辨識關鍵105 8-3 小結107 8-3.1 主觀明度應該被重視107 8-3.2 黑色最暗假設應該被考慮107 9、 結論與建議108 9-1 色彩恆常認知模型108 9-1.1 記憶模組109 9-1.2 推理模組110 9-1.3 比對模組111 9-1.4 分進合擊的認知策略112 9-2 設計建議114 9-2.1 提供積極資訊114 9-2.2 設定視覺極限115 9-2.3 改善設計師資源117 9-3 未來展望118 9-3.1 更多主觀線索和認知策略有待檢測118 9-3.2 測試光源反推至標準光源的反證實驗118 9-3.3 色溫暗示預期心理之規律性有待完善118 9-3.4 黑色最暗假設的檢測118

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