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Wonsup Lee, Kihyo Jung, Heecheon You Department of Industrial and Management Engineering, POSTECH, South Korea 17 th IEA World Congress
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Page 1: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Wonsup Lee, Kihyo Jung, Heecheon You

Department of Industrial and Management Engineering, POSTECH, South Korea

17th IEA World Congress

Page 2: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Contents

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Page 3: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Background

Getting importance of user-friendly product development⇒ Required easy of use, comfortable and satisfactory interface

(Jordan, 1996; Abras et al., 2004; Courage and Baxter, 2005)

Short-term lifecycle of product development & high competition⇒ Required quick, simple, and comprehensive evaluation

on product development companies (Hartson et al., 1996; Butler, 1996)

⇒ for quick evaluation: Subjective testing > Objective testing⇒ for simple evaluation: Quantitative testing > Qualitative testing

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Page 4: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Classification of usability evaluation methods

Type of information collection• Qualitative evaluation vs. Quantitative evaluation

Type of collected data• Subjective evaluation vs. Objective evaluation

Scope of evaluation• Comprehensive evaluation vs. partial evaluation

Page 5: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Type of information collection

Qualitative evaluation • Descriptive information of opinions or insights• Methodologies: interview, heuristic evaluation, observation,

questionnaires, think aloud

Quantitative evaluation • Quantified opinions• Methodologies: measurement, scaling (e.g. Borg’s CR-10),

scoring

Page 6: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Type of collected data

Subjective evaluation • Participants’ opinions, experimenters’ insights• Methodologies Subjective and qualitative: interview, questionnaires Subjective and quantitative: Borg’s CR-10 scale, 5-scale

Objective evaluation • Participants’ performance or ability (e.g. performance time,

accuracy, error rate, motion, force)• Methodologies: ergonomic experiment with equipment

Page 7: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Scope of evaluation

Comprehensive evaluation • Summative evaluation• Usually conducted on the final stage of product development

phase• Evaluated most of elements or characteristics

Partial evaluation • Formative evaluation• Usually conducted on the earlier stage or on special purpose• Evaluated focused elements, functions or benchmark tasks• e.g. keypad size of mobile phone

Page 8: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Better manners for practitioners

Type of information collection• Qualitative evaluation vs. Quantitative evaluation

Type of collected data• Subjective evaluation vs. Objective evaluation

Scope of evaluation• Comprehensive evaluation vs. partial evaluation

for quick, simple, and comprehensive evaluation for practitioners

Page 9: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Product-User Interaction Model

Force- Muscular strength- Force distribution

Posture/Motion- Joint angle- Joint motion range

Grip fit

Dust ormaterials

Furniture

Tasksequence

Typeof task

Efficiency

Comfort

Fatigue

Fitness ofgrasp

Spatiallimitations

Joints

Muscles

Anthropometry

Product Task User

Type ofthe floor

Physical UI

Environment

Need to consider 4 categories and those preferences

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Page 10: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Objectives

Developed a systematic protocol for comprehensive testing and analysis on product usability

Conducted subjective and quantitative usability evaluation

Applied to canister-type vacuum cleaner to examine its effectiveness

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Page 11: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Approach

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Page 12: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Approach

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Page 13: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Step 1. Analysis of product characteristics

Force- Muscular strength- Force distribution

Posture/Motion- Joint angle- Joint motion range

Grip fit

Dust ormaterials

Furniture

Tasksequence

Typeof task

Efficiency

Comfort

Fatigue

Fitness ofgrasp

Spatiallimitations

Joints

Muscles

Anthropometry

Product Task User

Type ofthe floor

Physical UI

Environment

Product-User Interaction Model Analysis of each categories and those preferences

13

Page 14: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Hierarchy of product component (illustrated for vacuum cleaner)

Category Component Category Component

Body

Body case

Wand andBrush

Telescopic wand

Carriage handle Wand handle

Control buttons Hose

Display Control buttons

Dust bin Connector

Wheels Brush

Characteristics of PRODUCT

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Page 15: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Characteristics of TASK

Hierarchy of task

Category Task Subtask

Infrequenttask

Preparation

Power supply

Brush installation

Brush exchange

Interactive task Operation

MovementUse of carriage handle

Use of wheels

Button controlPower on/off

Suction power control

15

Page 16: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Usability measures

Category ComponentComfortable

postureThe extent to which comfortable postures are maintained while operating the product

Efficient motionThe extent to which motions are efficiently used to operate the product

Natural motion The extent to which natural motions are used to operate the productEffective use of

forceThe extent to which forces used to operate the product are acceptable

Fit to the handThe extent to which the handle or grip fits to the size and shape of the hand

Ease of use The extent to which a user easily operates the product

Characteristics of USER

Force- Muscular strength- Force distribution

Posture/Motion- Joint angle- Joint motion range

Grip fit

Efficiency

Comfort

Fatigue

Fitness ofgrasp

Joints

Muscles

Anthropometry

User

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Page 17: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Environment

Characteristics of ENVIRONMENT

floor bed

upon furniture under furniture gaps

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Page 18: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

As conducting usability test by tasks, related characteristics are also evaluated

Task ⅹ Component

Relationship among characteristics

Task

ComponentBody Wand

Bodycase

Controlbuttons Display

Carriagehandle

Telescopicwand

Brush

PreparationPower supply OBrush installation O O

Brush exchange O O

Operation

MovementUse of carriagehandle

O O

Button control

Power on/off O O

Suction power control

O O

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Page 19: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Task ⅹ Usability measures

Relationship among characteristics

TaskUsability measures

Comfortableposture

Efficientmotion

Naturalmotion

Fit tothe hand

Ease of use

PreparationPower supply O OBrush installation O O OBrush exchange O O O

Operation

MovementUse of carriage handle

O

Button control

Power on/off O O

Suction power control

O O

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Page 20: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Approach

20

Page 21: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Compo-nent

Task Usability questionsProduct Model

Model A Model B Model C

Brush

Brushinstallation

The extent to which brush is connected to tube at a single trial WITHOUT ERROR

Low High

Low High

Low High

The extent to which brush is EASILY connected to tube

Brushexchange

The extent to which release button on brush is pressed by applying PROPER FORCE

The extent to which brush can be EASILY disconnected from tube

Step 2. Questionnaire development

Based on analysis of characteristics of TASK, PRODUCT, and USER categories and its relationship

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Page 22: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Based on analysis of characteristics of TASK, PRODUCT, and USER categories and its relationship

Compo-nent

Task Usability questionsProduct Model

Model A Model B Model C

Brush

Connection of brush to tube

The extent to which brush is connected to tube at a single trial WITHOUT ERROR

Low High

Low High

Low High

The extent to which brush is EASILY connected to tube

Disconnection of brush from tube

The extent to which release button on brush is pressed by applying PROPER FORCE

The extent to which brush can be EASILY disconnected from tube

Step 2. Questionnaire development

Task ⅹ Component

Task

ComponentBody Wand

Bodycase

Controlbuttons Display

Carriagehandle

Telescopicwand

Brush

PreparationPower supply OBrush installation O O

Brush exchange O O

Operation

MovementUse of carriage handle

O O

Button control

Power on/off O O

Suction power control

O O

22

Page 23: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Based on analysis of characteristics of TASK, PRODUCT, and USER categories and its relationship

Compo-nent

Task Usability questionsProduct Model

Model A Model B Model C

Brush

Connection of brush to tube

The extent to which brush is connected to tube at a single trial WITHOUT ERROR

Low High

Low High

Low High

The extent to which brush is EASILY connected to tube

Disconnection of brush from tube

The extent to which release button on brush is pressed by applying PROPER FORCE

The extent to which brush can be EASILY disconnected from tube

Task ⅹ Usability measures

TaskUsability measures

Comfortableposture

Efficientmotion

Naturalmotion

Fit tothe hand

Ease of use

Preparation

Power supply O O

Brush installation O O O

Brush exchange O O O

Operation

MovementUse of carriage handle

O

Button control

Power on/off O O

Suction power control

O O

Step 2. Questionnaire development

23

Page 24: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Compo-nent

Task Usability questionsProduct Model

Model A Model B Model C

Brush

Brush installation

The extent to which brush is connected to tube at a single trial WITHOUT ERROR

Low High

Low High

Low High

The extent to which brush is EASILY connected to tube

Brush exchange

The extent to which release button on brush is pressed by applying PROPER FORCE

The extent to which brush can be EASILY disconnected from tube

Step 2. Questionnaire development

Based on analysis of characteristics of TASK, PRODUCT, and USER categories and its relationship

Quantitative results

24

Page 25: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Step 2. Conducting usability testing

2.1m

1.1m

1.1m

0.5m 0.3m

1.4m

0.6m

floor

desk

shelters

Evaluation room set up: based on analysis of ENVIRONMENT

Participants evaluated every TASK related components and usability measures (PRODUCT)

(USER)

25

Page 26: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Approach

26

Page 27: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Compo-nent

Task Usability questionsProduct Model

Model A Model B Model C

Brush

Brush installation

The extent to which brush is connected to tube at a single trial WITHOUT ERROR

Low High

Low High

Low High

The extent to which brush is EASILY connected to tube

Brush exchange

The extent to which release button on brush is pressed by applying PROPER FORCE

The extent to which brush can be EASILY disconnected from tube

Step 3. Quantification of evaluation result

Evaluation conducted by component, task, and usability measure Qualitative results calculated by usability measure, task, and

component

Component TaskUsability measure

Model A Model B

Score Task score Score Task score

Brush

BrushInstallation

Comfortable posture

3.2

3.1

3.9

3.7Efficient motion 3.2 3.7

Easy of use 2.9 3.5

Brushexchange

Comfortable posture

3.5

3.5

4.2

3.9Efficient motion 3.4 3.7

Easy of use 3.6 3.8

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Page 28: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Step 3. Analysis of usability problems

Good Fair Bad

Category Design criteria Description Image

Preferred

Weight Model A (290 g) is lighter than Models B, E (513 g), D (610 g) and C (545 g)

-

Visual information Arrows to indicate connecting location and direction

Auditory feedback Sound feedback when pipes are connected properly

Requiring improvement Use of force Models B, C, D, and E require larger force to connect pipe

with brush-

Click

Standard Error

Brush installation

Quantitative result of components

were established

Qualitative design guidelineswere suggested by benchmarking analysis

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Page 29: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Advantages• Comprehensive evaluation by using Product-User Interface

Model• Analysis of characteristics of TASK, PRODUCT, USER, and

ENVIRONMENT and its relationships⇒ Systematically applied to make questionnaire and analyze of testing result

Limitations• Just considered qualitative comparisons of evaluated

products⇒ Need to find optimal values of design criteria

• Not considered importance between components or tasks⇒ Applied this concept as weight of scores on the next research

Discussions

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Page 30: Wonsup Lee, Kihyo Jung, Heecheon Youedt.postech.ac.kr/homepage_data/publication_proceedings_international/... · Wonsup Lee, Kihyo Jung, Heecheon You . Department of Industrial and

Need faster analysis and easier interpret results⇒ We have developed several types of evaluation systems

Web-based type

Stand-alone type

Future study


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