Abstract:Charts and images appear together throughout scientific publications, yet most computational work does not characterize their coherence. We argue that a chart, its accompanying image, and the caption that links them form a multimodal unit, and that the inferential work required to read it varies systematically. To capture this variation, we develop a typology of reasoning gaps, R1 through R5, that characterizes how chart, image, and text jointly convey a scientific claim, and the interpretive work this demands of the reader. Some pairs restate the same data, while in other pairs, charts are used to quantify a structure the image localizes, project image content onto an external variable, audit an image-based claim, or jointly construct a frame that neither panel can establish alone. The typology is anchored in the grounding theory of communication and was derived bottom-up, with a neuroscience expert, from a corpus of 79 traumatic brain injury papers and 32 chart-image pairs. Crucially, the levels provide a systematic mechanism for identifying where grounding succeeds or breaks down, rather than leaving it to subjective inference. We show this in a study in which a domain expert and three non-experts judge vision-language model (VLM) descriptions of 25 pairs: the level predicts where their judgments align and where they diverge, isolating the points at which contextual knowledge, not the figure, carries coherence. This typology thus offers figure designers a systematic way to balance text against chart-image pairs, bridging the expert-to-non-expert divide in reading a scientific takeaway.
Abstract:We introduce Rationalize, a role-pair framework for shared semantic reasoning between humans and AI models in data-driven sensemaking. Building on ideas in human-machine teaming and critical thinking, we conceptualize human-AI interaction as a series of complementary role pairs (Explorer-Guide, Investigator-Informant, Teacher-Student, Judge-Advocate) operating in a shared reasoning space. In this space, human analysts and AI models (such as LLMs) make purposes, questions, assumptions, evidence, inferences, and implications explicit, facilitating alignment not only at the output level but at the level of rationalization of intent and action by each side. We relate these role pairs to the bidirectional human-AI alignment framework, illustrating how "aligning AI to humans" and "aligning humans to AI" differ by role, and sketch a collaborative research agenda for alignment design and assessment using element-level and role-specific approaches.