Visual Illusions: Their Causes, Characteristics and Applications

by Matthew Luckiesh

Illusions are legion. They greet the careful observer on every hand. They play a prominent part in our appreciation of the physical world. Sometimes they must be avoided, but often they may be put to work in various arts. Their widespread existence and their forcefulness make visual perception the final judge in decoration, in painting, in architecture, in landscaping, in lighting, and in other activities. The ultimate limitation of measurements with physical instruments leaves this responsibility to the intellect. The mental being is impressed with things as perceived, not with things as they are. It is believed that this intellectual or judiciary phase which plays such a part in visual perception will be best brought out by examples of various types of static illusions coupled with certain facts pertaining to the eye and to the visual process as a whole.

In special simple cases it is not difficult to determine when or how nearly a perception is true but in general, agreement among normal persons is necessary owing to the absence of any definite measuring device which will span the gap between the perception and the objective reality. Illusions are sometimes called “errors of sense” and some of them are such, but often they are errors of the intellect. The senses may deliver correctly but error may arise from imagination, inexperience, false assumptions, and incorrect associations, and the recency, frequency, and vividness of past experience. The gifts of sight are augmented by the mind with judgments based upon experience with these gifts.

The direct data delivered by the visual sense are light, intensity, color, direction. These may be considered as simple or elemental sensations because they cannot be further simplified or analyzed. At this point it is hoped that no controversy with the psychologist will be provoked. In the space available it appears unfruitful to introduce the many qualifications necessary to satisfy the, as yet uncertain or at least conflicting, definitions and theories underlying the science of psychology. If it is necessary to add darkness to the foregoing group of elemental visual sensations, this will gladly be agreed to.

The perceptions of outline-form and surface-contents perhaps rank next in simplicity; however, they may be analyzed into directions. The perception of these is so direct and so certain that it may be considered to be immediate. A ring of points is apparently very simple and it might be considered a direct sense-perception, but it consists of a number of elemental directions.

The perception of solid-form is far more complex than outline-form and therefore more liable to error. It is judged partially by binocular vision or perspective and partly by the distribution of light and shade. Colors may help to mold form and even to give depth to flat surfaces. For example, it is well known that some colors are “advancing” and others are “retiring.”

Perhaps of still greater complexity are the judgments of size and of distance. Many comparisons enter such judgments. The unconscious acts of the muscles of the eye and various external conditions such as the clearness of the atmosphere play prominent parts in influencing judgment. Upon these are superposed the numerous psycho-physiological phenomena of color, irradiation, etc.

In vision judgments are quickly made and the process apparently is largely outside of consciousness. Higher and more complex visual judgments pass into still higher and more complex intellectual judgments. All these may appear to be primary, immediate, innate, or instinctive and therefore, certain, but the fruits of studies of the psychology of vision have shown that these visual judgments may be analyzed into simpler elements. Therefore, they are liable to error.

That the ancients sensed the existence or possibility of illusions is evidenced by the fact that they tried to draw and to paint although their inability to observe carefully is indicated by the absence of true shading. The architecture of ancient Greece reveals a knowledge of certain illusions in the efforts to overcome them. However, the study of illusions did not engage the attention of scientists until a comparatively recent period. Notwithstanding this belated attention there is a vast scientific literature pertaining to the multitudinous phases of the subject; however, most of it is fragmentary and much of it is controversial. Some of it deals with theory for a particular and often a very simple case. In life complex illusions are met but at present it would be futile to attempt to explain them in detail. Furthermore, there have been few attempts to generalize and to group examples of typical phenomena in such a manner as to enable a general reader to see the complex fabric as a whole. Finally, the occurrence and application of illusions in various arts and the prominence of illusions on every hand have not been especially treated. It is the hope that this will be realized in the following chapters in so far as brevity of treatment makes this possible.

Doubtless thoughtful observers ages ago noticed visual illusions, especially those found in nature and in architecture. When it is considered that geometrical figures are very commonly of an illusory character it appears improbable that optical illusions could have escaped the keenness of Euclid. The apparent enlargement of the moon near the horizon and the apparent flattened vault of the sky were noticed at least a thousand years ago and literature yields several hundred memoirs on these subjects. One of the oldest dissertations upon the apparent form of the sky was published by Alhazen, an Arab astronomer of the tenth century. Kepler in 1618 wrote upon the subject.

Philosophers of the past centuries prepared the way toward an understanding of many complexities of today. They molded thought into correct form and established fundamental concepts and principles. Their chief tool was philosophy, the experimental attack being left to the scientists of the modern age. However, they established philosophically such principles as “space and time are not realities of the phenomenal world but the modes under which we see things apart.” As science became organized during the present experimental era, measurements were applied and there began to appear analytical discussions of various subjects including optical illusions. One of the earliest investigations of the modern type was made by Oppel, an account of which appeared in 1854. Since that time scientific literature has received thousands of worthy contributions dealing with visual illusions.