Tutorial: Station Labels Using the “Core Type Area” - Part 3: Angled Labels
While it’s true that I don’t really like the use of station labels that are angled — being very much in the Erik Spiekermann camp that believes horizontal labels aid comprehension and create a cleaner looking map — I do realise that there are times when their use is necessary.
If you do use angled labels, then I strongly advise that you keep the number of angles used to the absolute minimum required — type that reads from many different directions is always going to cause headaches. This is one thing that the Sydney rail network map (both the new version and the previous one) has done well: it only uses labels angled in one direction, reading from the bottom left to the top right.
Once you’ve decided that you absolutely have to use angled labels, the rules for their placement are exactly the same as in the previous two tutorials, except that you rotate everything 45 degrees around, using the placement rules that used to apply to one type of route line to the other.
The first image shows what it looks like if you take labels that were used for a route line angled at 45 degrees from top left to lower right and rotate the lot another 45 degrees counter-clockwise. Use the corners of the Core Type Area to determine positioning. It’s pretty easy to see how this would also work if your labels were angled the other direction. The same technique would also apply to a vertical route line, but exercise common sense here — there’s even less reason to angle a label on a vertical route line!
The second image shows a vertical route line that’s been rotated 45 degrees clockwise to show how angled labels for a 45-degree route line should look. Use the edges of the Core Type Area in these cases.
One more post in this series to come: labels where route lines intersect!
Tutorial: Station Labels Using the “Core Type Area” - Part 2: 45-Degree Angled Route Lines
Following on from last week’s tutorial, here’s how to use the Core Type Area to make your station labels align perfectly and consistently when you’re applying them to 45-degree angled route lines.
If you use the edges of the Core Type Area when you’re aligning labels to horizontal and vertical route lines, then it should make perfect sense that you use the corners of it when you’re labelling angled stations. The first GIF shows the defining setup — using the bottom right corner for labels above and to the left of the route line and the top left corner for labels below and to the right of the route line. I’ve shown this setup first because it always looks right: there’s always a capital letter in the former, and the bottom right edge of a lower-case letter in the latter.
The second image shows what happens when you apply the same rules to the opposite angle. That is, using the top right corner for names to the left and below the route line, and the bottom left corner for names above and to the right. When the route line is angled like this, it can be harder to see that you’ve got the placement right, because the letterforms are more varied.
In the first instance, the last letter of a word could be an “n” (as we have here) or a “d”. We need to allow space for the “d” to fit comfortably, hence the use of the Core Type Area, which shows us exactly that. Whatever you do, don’t nudge labels without a final ascender up until that letter aligns with the station marker: this is what leads to uneven and inconsistent baselines as seen on the recent Sydney Trains map redesign.
Labels to the right and above aren’t quite as bad, but there’s still some variance: the first letter could be a “T”, “B”, or “W”, all of which have a different visual relationship to that bottom left corner. Remember to use the Core Type Area — the box that defines the maximum size the label could take up — and not the letterforms themselves to align text to markers and you should always be okay.
The last image shows a mistake I see quite often when designers try to align their labels to 45-degree lines by simply moving the label sideways from the marker, instead of across and up/down an even amount. I personally prefer not to do this, as I think it creates uneven spacing, but it can look effective and interesting when done right.
However, be aware that labels that sit on the lower side of the route line need to hang from the top of the Core Type Area (by their cap height) or they’ll end up being too close to the route line, as shown in the image. Type that sits on the higher side of the route line can sit on its baseline.
Tutorial: Station Labels Using the “Core Type Area” - Part 1: Horizontal and Vertical Route Lines
A lot of transit maps that I’ve seen and reviewed on this blog are badly let down by their labelling. Sometimes it seems that the labels have been applied without much forethought or planning, or just slapped on at the end and placed wherever they will fit. But labels are arguably one of the most important parts of a transit map: it should always be immediately apparent which station marker a label belongs to, and labels should be applied according to a consistent set of rules.
My first common rule is to make sure that there’s enough space between the route line or station marker and the text: I see way too many maps where the labels are jammed right up to the line (often in a vain effort to save a little bit of space).
That said, let’s take a look at how I like to approach labels on my maps. The first image shows a sample label: I chose the name “Washington” simply because it has a good mix of letters that work well as an example: importantly, it has both ascending and descending letters. I’ve marked out the four main vertical typographical elements: these are the cap height, the x-height, the text’s baseline and the descender line.
Behind this, I’ve shaded an area in pink that I like to call the “Core Type Area” — the height from the baseline up to the cap height. I use this Core Type Area to determine how to align labels to other elements of the map. I discount the height of the letters below the baseline simply because sometimes a word doesn’t have any descending letters at all. This becomes important when setting up labels that sit above a horizontal route line, as we’ll see below.
The second image is an animated GIF that shows two different ways to align labels to station markers on a vertical route line. It shows magenta guides indicating the Core Type Area and thicker cyan guides that simply indicate that all the labels are a consistent difference away from their station marker. I’ve shown the two most common types of station marker: dots and ticks.
The first and third sets of labels centre the type vertically using the baseline and the x-height, while the second and fourth use the height of the Core Type Area. Both of these approaches produce good results, although I personally believe that the Core Type Area method looks slightly better regardless of whether the label is to the left or the right of the line.
The last GIF shows how using the Core Type Area gives consistent results when placing labels above and below a horizontal route line. As you can see, the cyan guides are the same length each time, but though we align labels beneath the route line to the cap height (the top of the Core Type Area), we align labels that are above the route line to the type’s baseline (the bottom of the Core Type Area), not the descender line. That’s because a lot of words don’t have any descenders in them: in these cases, the label would look as if they were too far away from the station marker in comparison to labels that are below the line. The trick here is to make sure you’ve got enough space between the descender line and your station marker/route line to ensure that they don’t touch or overlap.
Next time, we’ll tackle labels on diagonal route lines.
Map design involves a great deal of technique and precision. Though nowadays programs largely automate this century-old craft, keeping a well-organized workspace will increase your efficiency. Jump past the break to see the three tricks you can use to streamline your workflow.
A great set of transit map-related Adobe Illustrator tips. I’m absolutely kicking myself that I didn’t know that graphic styles can be applied globally to a layer — a huge time-saver!
See also my own tips for designing transit maps.