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研究生: 黃信夫
Huang, Hsinfu
論文名稱: 應用一個有效的人因實驗程序方法於產品使用性測試
An Effective Ergonomics Experimental Standard Operating Procedure (EESOP) for Product Usability Testing
指導教授: 賴新喜
Lai, hsin-hsi
學位類別: 博士
Doctor
系所名稱: 規劃與設計學院 - 工業設計學系
Department of Industrial Design
論文出版年: 2008
畢業學年度: 96
語文別: 英文
論文頁數: 116
中文關鍵詞: 人因研究人因實驗標準作業程序(EESOP)有效性與效率產品使用性實驗標準化
外文關鍵詞: effective and efficient, EESOP, experimental standards, product usability, Ergonomics
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  • 使用性在產品上扮演一個重要的角色。因此,很多人因研究進行改善產品使用性的人因實驗,以期望這些實驗的結果可以增強產品使用性。然而,這些人因研究的實驗過程是否符合人因工作法則將是另一個值得探討的議題。本研究主要目的在於建立並應用一個有效的人因實驗程序方法來協助研究者更有效率地進行產品使用性的改善,並產生標準化的使用性實驗文件。因此,這個研究結合質性研究的方法論建立與量化研究的實驗驗證以提出改進產品使用性之人因實驗標準作業程序方法 (即EESOP)。這個程序方法的設計特徵包括:1) 結構化的實驗程序 2) 明確的使用性實驗任務3) 選擇性的決策點 4) 標準化的使用性支援文件5) 產品使用性測試的適用性。再者,為了觀察與驗證其程序過程的流暢性和有效性,本研究應用這個創新的程序方法於二個產品使用性改善的驗證實驗中。
    本研究考量EESOP應用在不同類型產品上的通則化。因此,驗證實驗的主題包括一般消費性產品 (非電子產品型態)與電腦資訊介面產品 (電子產品型態)。在驗證實驗I中,透過人因實驗程序方法所得到的實驗結果明顯地且有效地呈現安全帽面罩在不同環境中使用時的視認度績效變化,並且提供使用者一個安全帽面罩產品的最適選擇。在驗證實驗II中,實驗過程在這個程序方法的輔助下,其結果中可以明確地呈現影響觸控圖示使用性的因素,並在使用性建議文件中描述觸控圖示的使用性設計方針。這些結果都有助於增強使用者對產品的使用性與滿意度。針對在實驗標準化概念下所提出的使用性改善結果,這二個提升產品使用性的驗證研究結果也通過相關科學期刊審查的考驗。這說明結合實驗標準化概念的EESOP可以有效地產出產品使用性測試的結果。因此,這些驗證研究的過程與結果顯示透過人因實驗標準作業程序不僅使人因研究者的研究工作朝向更有效且系統化,並且也落實ISO的概念在人因實驗室中。最後,一個有效提升產品使用性的人因實驗標準作業程序互動模型也被提出。

    Usability plays an important role in the overall pleasure of a product. As a result, much ergonomic experiments have been done in an effort to improve product usability. These experimental results are expected to enhance product usability. However, whether the experimental procedures conformed to the ergonomics or not is a matter for argument. This is a significant issue worth exploring for the researchers in ergonomics studies. The aim of this study was to outline an effective and efficient experimental methodology for improving product usability. Our ergonomics guide, the Ergonomics Experimental Standard Operating Procedure (EESOP) for product usability testing, is a structured methodology that makes use of both qualitative and quantitative methods. The characteristics of EESOP can be summarized as follows: 1) structural procedure, 2) concise usability task description, 3) alternative decision, 4) applicability for product usability testing, and 5) standard usability support documents.
    Furthermore, this study verified the generalizability of EESOP by applying it to two different types of product usability testing. The two verifying experiments were performed on one consumer product (non-electronic product) and one electronic product. In the verifying experiment I, the optimal choice of tinted visors at different times was significantly presented in the results of verifying experiment. In the verifying experiment II, the design guideline of touched icons was significantly presented by ergonomics experimental standard operating procedure for product usability testing. These results will help users increase the efficiency and satisfaction regarding the products that they are using. In short, this study shows that the EESOP not only increased the efficiency of usability research but also extended the concepts of ISO in the ergonomics laboratory to real-world product testing. Finally, a system interaction model is proposed in this study.

    ABSTRACT I ACKNOWLEDGEMENTS IV CONTENTS V LIST OF TABLES VIII LIST OF FIGURES IX Chapter 1 Introduction 1 1.1 Background and motivation 1 1.2 The purpose of this study 4 1.3 Relevance to industry 5 1.4 Organization of this study 5 Chapter 2 Literature review 8 2.1 Ergonomic methods in product design 8 2.2 The Procedure of Ergonomic methods 10 2.3 Usability Concept 15 2.3.1 Definition of usability 15 2.3.2 Usability design principles and benefits 17 2.3.3 Significance of usability in product 17 2.4 Standard Operating Procedures (SOPs) 19 2.5 Related study on development of working procedures 21 2.6 Summary 25 Chapter 3 Procedure development and design 29 3.1 Development methods of EESOP for products usability testing 29 3.2 Process structure in EESOP 35 3.3 Main tasks in EESOP 36 3.4 Usability support documents in EESOP 37 3.5 Effectiveness testing of the EESOP 40 3.6 Verifying experiments design for EESOP 40 Chapter 4 Experimental Verification I: Improving product usability on helmet product applying the EESOP 42 4.1 Apply the EESOP to the usability testing of helmet 42 4.2 Define usability of helmet by the EESOP 42 4.3 Building an experiment for helmet by the EESOP 44 4.3.1 Materials 48 4.3.2 Experimental procedures 50 4.3.3 Subjective evaluation 52 4.4 Results 53 4.4.1 Results from descriptive statistics 53 4.4.2 Changes in visibility performance 55 4.4.3 The difference in subjects’ genders 57 4.4.4 Results from subjective evaluation 58 4.5 Discussion and building the document of usability suggestion for verifying experiment I 59 4.6 Summary 63 Chapter 5 Experimental Verification II: Improving icon usability on touchscreen product applying the EESOP 65 5.1 Apply the EESOP to the usability testing of touchscreen 65 5.2 Define usability of touchscreen by the EESOP 65 5.3 Building an experiment for touchscreen by the EESOP 68 5.3.1 Materials 72 5.3.2 Experimental procedures 73 5.3.3 Subjective evaluation 74 5.4 Results 75 5.4.1 Factors of usability 76 5.4.2 Importance of the usability of elements 78 5.4.3 The difference in subjects’ experience 80 5.5 Discussion and building the document of usability suggestion for verifying experiment II 82 5.6 Summary 84 Chapter 6 Discussion and conclusion 86 6.1 Significant results by EESOP 86 6.2 Working modality of EESOP 89 6.3 EESOP system interactive model 90 6.4 Conclusion and suggestion 91 Reference 93 Appendix I 101 VITA 114 LIST OF TABLES Table 2.1 Common symbols of standard operating procedures 21 Table 3.1 Format of product usability overview documents 39 Table 4.1 Document of usability overview in the verification experiment I 43 Table 4.2 Document of experimental rules in the verifying experiment I 46 Table 4.3 Document of program in the verifying experiment I 47 Table 4.4 Layout of the on-road test 52 Table 4.5 Results from descriptive statistics 54 Table 4.6 Comparison between male and female performance 58 Table 4.7 Difference compared to no-visor 60 Table 4.8 Document of usability suggestion in the verification experiment I 63 Table 5.1 Document of usability overview in the verification experiment II 67 Table 5.2 Document of experimental rules in the verification experiment II 70 Table 5.3 Document of program in the verification experiment II 71 Table 5.4 Twenty elements of usability 74 Table 5.5 Loadings of elements for the seven main factors 76 Table 5.6 Result of the Duncan t-test 79 Table 5.7 Ranking of elements 79 Table 5.8 Document of usability suggestion in the verification experiment II 85 Table 6.1 The comparison of the EESOP and traditional experimental method for the improvement of product usability 88 Table 6.2 Working modality of EESOP 89 LIST OF FIGURES Figure 1.1 Research structure of this study 7 Figure 2.1 Example of HTA of kettle operation 9 Figure 2.2 TAFEI diagram of kettle operation 10 Figure 2.3 Operating procedure of observation 12 Figure 2.4 Operating procedure of questionnaires 13 Figure 2.5 Operating procedure of interview 14 Figure 2.6 Usability frameworks from ISO 9241 16 Figure 2.7 A model of SOPs development 20 Figure 2.8 Usability evaluation procedures 23 Figure 2.9 Ergonomic criteria implementation procedure 24 Figure 3.1 Interface of Novagraph Chartist 5.1 30 Figure 3.2 A completed structural overview of EESOP for product usability testing 31 Figure 3.3a Structure of product usability definition in the EESOP 32 Figure 3.3b Structure of usability testing in the EESOP 33 Figure 3.3c Structure of usability suggestion in the EESOP 34 Figure 4.1 Procedure of definition for goal product (i.e., the helmet) 44 Figure 4.2 Procedure of helmets’ experiment according to EESOP 45 Figure 4.3 Procedure of subjects choosing 48 Figure 4.4 Tinted helmets visors used in the experiment 49 Figure 4.5 The experimental situation in the lab 51 Figure 4.6 Procedure of analysis and discussion in the verification experiment I 53 Figure 4.7 Visibility of the different visor types with types of light interference 55 Figure 4.8 Influence of the different helmet visors on visibility 56 Figure 4.9 Changes in visibility performance under light interference 57 Figure 4.10 Difference in visibility performance between genders 57 Figure 4.11 The results of subjective evaluation of tinted helmets 59 Figure 4.12 Comparison of subjective and objective results 64 Figure 5.1 Procedure of definition for the touchscreen 66 Figure 5.2 Procedure of touchscreens’ experiment according to EESOP 69 Figure 5.3 Touchscreen icons used in the experiment II 72 Figure 5.4 Experimental situation 73 Figure 5.5 Procedure of analysis and discussion in the verification experiment II 75 Figure 5.6 Differences in seven factors based on subject experience 82 Figure 5.7 Example of a touch icon 85 Figure 6.1 EESOP system interactive model 90

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