Visual Illusions: Their Causes, Characteristics and Applications

Part 3

Chapter 33,885 wordsPublic domain

The distribution of rods and cones over the retina is very important. In the fovea centralis--the point of the retina on the optical axis of the eye--is a slight depression much thinner than the remainder of the retina and this is inhabited chiefly by cones. It is this spot which provides visual acuteness. It is easily demonstrated that fine detail cannot be seen well defined outside this central portion of the visual field. When we desire to see an object distinctly we habitually turn the head so that the image of the object falls upon the fovea of each eye. Helmholtz has compared the foveal and lateral images with a finished drawing and a rough sketch respectively.

The fovea also contains a yellow pigmentation which makes this area of the retina selective as to color-vision. On viewing certain colors a difference in color of this central portion of the field is often very evident. In the outlying regions of the retina, rods predominate and in the intermediate zone both rods and cones are found. Inasmuch as rods are not sensitive to color and cones do not function at low intensities of illumination it is obvious that visual impressions should vary, depending upon the area of the retina stimulated. In fact, many interesting illusions are accounted for in this manner, some of which are discussed later.

It is well known that a faint star is seen best by averted vision. It may be quite invisible when the eye is directed toward it, that is, when its image falls upon the rod-free fovea. However, by averting the line of sight slightly, the image is caused to fall on a retinal area containing rods (sensitive to feeble light) and the star may be readily recognized. The fovea is the point of distinct focus. It is necessary for fixed thoughtful attention. It exists in the retina of man and of higher monkeys but it quickly disappears as we pass down the scale of animal life. It may be necessary for the safety of the lower animals that they see equally well over a large field; however, it appears advantageous that man give fixed and undivided attention to the object looked at. Man does not need to trust solely to his senses to protect himself from dangers. He uses his intellect to invent and to construct artificial defenses. Without the highly specialized fovea we might see equally well over the whole retina but could not look attentively at anything, and therefore could not observe thoughtfully.

When an image of a bright object exists upon the retina for a time there results a partial exhaustion or fatigue of the retinal processes with a result that an after-image is seen. This after-image may be bright for a time owing to the fact that it takes time for the retinal process to die out. Then there comes a reaction which is apparent when the eye is directed toward illuminated surfaces. The part of the retina which has been fatigued does not respond as fully as the fresher areas, with the result that the fatigued area contributes a darker area in the visual field. This is known as an after-image and there are many interesting variations.

The after-image usually undergoes a series of changes in color as well as in brightness as the retinal process readjusts itself. An after-image of a colored object may often appear of a color complementary to the color of the object. This is generally accounted for by fatigue of the retinal process. There are many conflicting theories of color-vision but they are not as conflicting in respect to the aspect of fatigue as in some other aspects. If the eye is directed toward a green surface for a time and then turned toward a white surface, the fatigue to green light diminishes the extent of response to the green rays in the light reflected by the white surface. The result is the perception of a certain area of the white surface (corresponding to the portion of the field fatigued by green light) as of a color equal to white minus some green--the result of which is pink or purple. This is easily understood by referring to the principles of color-mixture. Red, green, and blue (or violet) mixed in proper proportions will produce any color or tint and even white. Thus these may be considered to be the components of white light. Hence if the retina through fatigue is unable to respond fully to the green component, the result may be expressed mathematically as red plus blue plus reduced green, or synthetically a purplish white or pink. When fatigued to red light the after-image on a white surface is blue-green. When fatigued to blue light it is yellowish.

Further mixtures may be obtained by directing the after-image upon colored surfaces. In this manner many of the interesting visual phenomena and illusions associated with the viewing of colors are accounted for. The influence of a colored environment upon a colored object is really very great. This is known as simultaneous contrast. The influence of the immediately previous history of the retina upon the perception of colored surfaces is also very striking. This is called successive contrast. It is interesting to note that an after-image produced by looking at a bright light-source, for example, is projected into space even with the eyes closed. It is instructive to study after-images and this may be done at any moment. On gazing at the sun for an instant and then looking away, an after-image is seen which passes in color from green, blue, purple, etc., and finally fades. For a time it is brighter than the background which may conveniently be the sky. On closing the eyes and placing the hands over them the background now is dark and the appearance of the after-image changes markedly. There are many kinds, effects, and variations of after-images, some of which are discussed in other chapters.

As the intensity of illumination of a landscape, for example, decreases toward twilight, the retina diminishes in sensibility to the rays of longer wave-lengths such as yellow, orange, and red. Therefore, it becomes relatively more sensitive to the rays of shorter wave-length such as green, blue, and violet. The effects of this Purkinje phenomenon (named after the discoverer) may be added to the class of illusions treated in this book. It is interesting to note in this connection that moonlight is represented on some paintings and especially on the stage as greenish blue in color, notwithstanding that physical measurements show it to be approximately the color of sunlight. In fact, it is sunlight reflected by dead, frigid, and practically colorless matter.

Some illusions may be directly traced to the structure of the eye under unusual lighting conditions. For example, in a dark room hold a lamp obliquely outward but near one eye (the other being closed and shielded) and forward sufficiently for the retina to be strongly illuminated. Move the lamp gently while gazing at a plain dark surface such as the wall. Finally the visual field appears dark, due to the intense illumination of the retina and there will appear, apparently projected upon the wall, an image resembling a branching leafless tree. These are really shadows of the blood vessels in the retina. The experiment is more successful if an image of a bright light-source is focused on the sclerotic near the cornea. If this image of the light-source is moved, the tree-like image seen in the visual field will also move.

The rate of growth and decay of various color-sensations varies considerably. By taking advantage of this fact many illusions can be produced. In fact, the careful observer will encounter many illusions which may be readily accounted for in this manner.

It may be said that in general the eyes are never at rest. Involuntary eye-movements are taking place all the time, at least during consciousness. Some have given this restlessness a major part in the process of vision but aside from the correctness of theories involving eye-movements, it is a fact that they are responsible for certain illusions. On a star-lit night if one lies down and looks up at a star the latter will be seen to appear to be swimming about more or less jerkily. On viewing a rapidly revolving wheel of an automobile as it proceeds down the street, occasionally it will be seen to cease revolving momentarily. These apparently are accounted for by involuntary eye-movements which take place regardless of the effort made to fixate vision.

If the eyelids are almost closed, streamers appear to radiate in various directions from a light-source. Movements of the eyelids when nearly closed sometimes cause objects to appear to move. These may be accounted for perhaps by the distortion of the moist film which covers the cornea.

The foregoing are only a few of the many visual phenomena due largely to the structure of the eye. The effects of these and many others enter into visual illusions, as will be seen here and there throughout the chapters which follow.

III

VISION

A description of the eye by no means suffices to clarify the visual process. Even the descriptions of various phenomena in the preceding chapter accomplish little more than to acquaint the reader with the operation of a mechanism, although they suggest the trend of the explanations of many illusions. At best only monocular vision has been treated, and it does not exist normally for human beings. A person capable only of monocular vision would be like Cyclops Polyphemus. We might have two eyes, or even, like Argus, possess a hundred eyes and still not experience the wonderful advantages of binocular vision, for each eye might see independently. The phenomena of binocular vision are far less physical than those of monocular vision. They are much more obscure, illusory, and perplexing because they are more complexly interwoven with or allied to psychological phenomena.

The sense of sight differs considerably from the other senses. The sense of touch requires solid contact (usually); taste involves liquid contact; smell, gaseous contact; and hearing depends upon a relay of vibrations from an object through another medium (usually air), resulting finally in contact. However, we perceive things at a distance through vibration (electromagnetic waves called light) conveyed by a subtle, intangible, universal medium which is unrecognizable excepting as a hypothetically necessary bearer of light-waves or, more generally, radiant energy.

It also is interesting to compare the subjectiveness and objectiveness of sensations. The sensation of taste is subjective; it is in us, not in the body tasted. In smell we perceive the sensation in the nose and by experience refer it to an object at a distance. The sensation of hearing is objective; that is, we refer the cause to an object so completely that there is practically no consciousness of sensation in the ear. In sight the impression is so completely projected outward into space and there is so little consciousness of any occurrence in the eye that it is extremely difficult to convince ourselves that it is essentially a subjective sensation. The foregoing order represents the sense-organs in increasing specialization and refinement. In the two higher senses--sight and hearing--there is no direct contact with the object and an intricate mechanism is placed in front of the specialized nerve to define and to intensify the impression. In the case of vision this highly developed instrument makes it possible to see not only _light_ but _objects_.

As we go up the scale of vertebrate animals we find that there is a gradual change of the position of the eyes from the sides to the front of the head and a change of the inclination of the optical axes of the two eyes from 180 degrees to parallel. There is also evident a gradual increase in the fineness of the bacillary layer of the retina from the margins toward the center, and, therefore, an increasing accuracy in the perception of form. This finally results in a highly organized central spot or fovea which is possessed only by man and the higher monkeys. Proceeding up the scale we also find an increasing ability to converge the optic axes on a near point so that the images of the point may coincide with the central spots of both retinas. These changes and others are closely associated with each other and especially with the development of the higher faculties of the mind.

Binocular vision in man and in the higher animals is the last result of the gradual improvement of the most refined sense-organ, adapting it to meet the requirements of highly complex organisms. It cannot exist in some animals, such as birds and fishes, because they cannot converge their two optical axes upon a near point. When a chicken wishes to look intently at an object it turns its head and looks with one eye. Such an animal sees with two eyes independently and possibly moves them independently. The normal position of the axes of human eyes is convergent or parallel but it is possible to diverge the axes. In fact, with practice it is possible to diverge the axes sufficiently to look at a point near the back of the head, although, of course, we do not see the point.

The movement of the eyes is rather complex. When they move together to one side or the other or up and down in a vertical plane there is no rotation of the optical axes; that is, no torsion. When the visual plane is elevated and the eyes move to the right they rotate to the right; when they move to the left they rotate to the left. When the visual plane is depressed and the eyes move to the right they rotate to the left; when they move to the left they rotate to the right. Through experience we unconsciously evaluate the muscular stresses, efforts, and movements accompanying the motion of the eyes and thereby interpret much through visual perception in regard to such aspects of the external world as size, shape, and distance of objects. Even this brief glimpse of the principal movements of the eyes indicates a complexity which suggests the intricacy of the explanations of certain visual phenomena.

At this point it appears advantageous to set down the principal modes by which we perceive the third dimension of space and of objects and other aspects of the external world. They are as follows: (1) extent; (2) clearness of brightness and color as affected by distance; (3) interference of near objects with those more distant; (4) elevation of objects; (5) variation of light and shade on objects; (6) cast shadows; (7) perspective; (8) variation of the visor angle in proportion to distance; (9) muscular effort attending accommodation of the eye; (10) stereoscopic vision; (11) muscular effort attending convergence of the axes of the eyes. It will be recognized that only the last two are necessarily concerned with binocular vision. These varieties of experiences may be combined in almost an infinite variety of proportions.

Wundt in his attempt to explain visual perception considered chiefly three factors: (1) the retinal image of the eye at rest; (2) the influence of the movements of one eye; and, (3) the additional data furnished by the two eyes functioning together. There are three fields of vision corresponding to the foregoing. These are the retinal field of vision, the monocular field, and the binocular field. The retinal field of vision is that of an eye at rest as compared with the monocular field, which is all that can be seen with one eye in its entire range of movement and therefore of experience. The retinal field has no clearly defined boundaries because it finally fades at its indefinite periphery into a region where sensation ceases.

It might be tiresome to follow detailed analyses of the many modes by which visual perception is attained, so only a few generalizations will be presented. For every voluntary act of sight there are two adjustments of the eyes, namely, focal and axial. In the former case the ciliary muscle adjusts the lens in order to produce a defined image upon the retina. In axial adjustments the two eyes are turned by certain muscles so that their axes meet on the object looked at and the images of the object fall on the central-spots of the retina. These take place together without distinct volition for each but by the single voluntary act of _looking_. Through experience the intellect has acquired a wonderful capacity to interpret such factors as size, form, and distance in terms of the muscular movements in general without the observer being conscious of such interpretations.

Binocular vision is easily recognized by holding a finger before the eyes and looking at a point beyond it. The result is two apparently transparent fingers. An object is seen single when the two retinal images fall on corresponding points. Direction is a primary datum of sense. The property of corresponding points of the two retinas (binocular vision) and consequently of identical spatial points in the two visual fields is not so simple. It is still a question whether corresponding points (that is, the existence of a corresponding point in one retina for each point in the other retina) are innate, instinctive, and are antecedent of experience or are "paired" as the result of experience. The one view results in the _nativistic_, the other in the _empiristic_ theory. Inasmuch as some scientists are arrayed on one side and some on the other, it appears futile to dwell further upon this aspect. It must suffice to state that binocular vision, which consists of two retinas and consequently two fields of view absolutely cooerdinated in some manner in the brain, yields extensive information concerning space and its contents.

After noting after-images, motes floating in the field of view (caused by defects in the eye-media) and various other things, it is evident that what we call the field of view is the external projection into space of retinal states. All the variations of the latter, such as images and shadows which are produced in the external field of one eye, are faithfully reproduced in the external field of the other eye. This sense of an external visual field is ineradicable. Even when the eyes are closed the external field is still there; the imagination or intellect projects it outward. Objects at different distances cannot be seen distinctly at the same time but by interpreting the eye-movements as the point of sight is run backward and forward (varying convergence of the axes) the intellect practically automatically appraises the size, form, and distance of each object. Obviously, experience is a prominent factor. The perception of the third dimension, depth or relative distance, whether in a single object or a group of objects, is the result of the successive combination of the different parts of two dissimilar images of the object or group.

As already stated, the perception of distance, size, and form is based partly upon monocular and partly upon binocular vision, and the simple elements upon which judgments of these are based are light, shade, color, intensity, and direction. Although the interpretation of muscular adjustments plays a prominent part in the formation of judgments, the influences of mathematical perspective, light, shade, color, and intensity are more direct. Judgments based upon focal adjustment (monocular) are fairly accurate at distances from five inches to several yards. Those founded upon axial adjustment (convergence of the two axes in binocular vision) are less in error than the preceding ones. They are reliable to a distance of about 1000 feet. Judgments involving mathematical perspective are of relatively great accuracy without limits. Those arrived at by interpreting aerial perspective (haziness of atmosphere, reduction in color due to atmospheric absorption, etc.) are merely estimates liable to large errors, the accuracy depending largely upon experience with local conditions.

The measuring power of the eye is more liable to error when the distances or the objects compared lie in different directions. A special case is the comparison of a vertical distance with a horizontal one. It is not uncommon to estimate a vertical distance as much as 25 per cent greater than an actually equal horizontal distance. In general, estimates of direction and distance are comparatively inaccurate when only one eye is used although a one-eyed person acquires unusual ability through a keener experience whetted by necessity. A vertical line drawn perpendicular to a horizontal one is likely to appear bent when viewed with one eye. Its apparent inclination is variable but has been found to vary from one to three degrees. Monocular vision is likely to cause straight lines to appear crooked, although the "crookedness" may seem to be more or less unstable.

The error in the estimate of size is in reality an error in the estimation of distance except in those cases where the estimate is based directly upon a comparison with an object of supposedly known size. An amusing incident is told of an old negro who was hunting for squirrels. He shot several times at what he supposed to be a squirrel upon a tree-trunk and his failure to make a kill was beginning to weaken his rather ample opinion of his skill as a marksman. A complete shattering of his faith in his skill was only escaped by the discovery that the "squirrel" was a louse upon his eyebrow. Similarly, a gnat in the air might appear to be an airplane under certain favorable circumstances. It is interesting to note that the estimated size of the disk of the sun or moon varies from the size of a saucer to that of the end of a barrel, although a pine tree at the horizon-line may be estimated as 25 feet across despite the fact that it may be entirely included in the disk of the sun setting behind it.

Double images play an important part in the comparison of distances of objects. The "doubling" of objects is only equal to the interocular distance. Suppose two horizontal wires or clotheslines about fifty feet away and one a few feet beyond the other. On looking at these no double images are visible and it is difficult or even impossible to see which is the nearer when the points of attachment of the ends are screened from view. However, if the head is turned to one side and downward (90 degrees) so that the interocular line is now at right angles (vertical) to the horizontal lines, the relative distances of the latter are brought out distinctly. Double images become visible in the latter case.

According to Bruecke's theory the eyes are continuously in motion and the observer by alternately increasing or decreasing the convergence of the axes of the eyes, combines successively the different parts of the two scenes as seen by the two eyes and by running the point of sight back and forth by trial obtains a distinct perception of binocular perspective or relief or depth of space. It may be assumed that experience has made the observer proficient in this appraisal which he arrives at almost unconsciously, although it may be just as easy to accept Wheatstone's explanation. In fact, some experiences with the stereoscope appear to support the latter theory.