Articulation Effects in Lightness: Historical Background and Theoretical Implications

The concept of articulation was first introduced by Katz [1935 The World of Colour (London: Kegan Paul, Trench, Trubner & Co)] to refer to the degree of complexity within a field. Katz, who created the basic research methods for studying lightness constancy, found that the greater the degree of articulation within a field of illumination, the greater the degree of constancy. Even though this concept has been largely forgotten, there is much empirical evidence for Katz's principle, and the effects on lightness are very strong. However, when articulation is increased within a framework that does not coincide with a region of illumination, constancy is weakened. Kardos (1934 Zeitschrift für Psychologie Ergänzungband 23) advanced the concept of co-determination, according to which the lightness of a surface is determined relative to more than one field of illumination. Gilchrist et al (1999 Psychological Review 106 795–834) argue that the fields concept should be replaced by the more operational frameworks concept and that a wide variety of lightness errors can be explained by a modification of the Katz principle: the greater the articulation within a perceptual framework, the stronger the anchoring of lightness values within that framework.

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