Proceedings of the ASME 2012 International Design Engineering Technical Conferences & Computers and Information in Engineering Conference IDETC/CIE 2012 August 12-15, 2012, Chicago, Illinois, United States DETC2012/DTM-70434 MODELING PRODUCT FORM PREFERENCE USING GESTALT PRINCIPLES, SEMANTIC SPACE, AND KANSEI José E. Lugo ⇤ Stephen M. Batill Design Automation Laboratory Department of Aerospace and Mechanical Engineering University of Notre Dame Notre Dame, Indiana 46556 Email: [email protected] [email protected] ABSTRACT Engineers describe design concepts using design variables. Users develop their visual judgment of products by mentally grouping design variables according to Gestalt principles, extracting meaning using semantic dimensions and attaching attributes to the products, as reflected in Kansei methodology. The goal of this study was to assess how these different sources of information and representations of product form (design variables, Gestalt variables, Kansei attributes, and semantic dimensions) could combine to best predict product preference for both designers and users. Sixteen wheel rim designs were created using four design variables that were also combined into higher-order Gestalt variables. Sixty-four participants viewed each rim, and rated it according to semantic dimensions and Kansei attributes, and provided an overall “like” rating. The most reliable prediction of product preference were developed using Gestalt variables in combination with the meaning and emotion the users attached to the product. Finally, implications for designers are discussed. knowledge, experience and project-specific information derived from modeling, analysis and experimentation. The decisions are driven by the roles and responsibilities of groups or individuals who participate in the process. Some of the decisions are objective and supported by quantitative information and some are subjective and result from emotional assessments [1]. Traditionally, industrial or product designers tend to focus on decisions related to form or visual appearance with the intent to exploit the opportunities provided by a new design [2–4], while engineering designers are faced with the pragmatic decisions associated with assuring that the design meets the functional constraints set forth in design requirements and specifications, as in Zuo et al. [5]. In today’s design challenges these roles overlap more and more with the realization of the importance of user-centered design and the subsequent recognition that users also influence the design process. For users certain properties can influence how a product is judged. A property is an attribute, quality, or characteristic of a product. Furthermore, properties range from materials and dimensions to geometric features. In the design of a product, a designer can specify some of the properties. The set of properties that the designer can control will be referred to as design variables. Design variables are physical features and dimensions of a product. Examining how design variables influence the subjective judgment and preference of a product is one of the purposes 1 INTRODUCTION The engineering design process involves a sequence of interrelated decisions. These decisions are based upon acquired ⇤ Address all correspondence to this author. Laura Carlson Spatial Cognition Laboratory Department of Psychology University of Notre Dame Notre Dame, Indiana 46556 Email: [email protected] 1 Copyright c 2012 by ASME of this study. Both the users and the designers have a role in developing the requirements on both form and function of a new design. Early in the design process concepts can be expressed in ways that represent potential form (concept sketches or renderings) or ways that represent potential function (target design specifications) but in both cases these are only expressions of what the product may become. Prior to the actual product being built, most of the representations of a product are visual [6]. They take the form of sketches, drawings, CAD and Virtual Reality (VR) models. Decisions made early in the design process based upon these conceptual expressions of a product are influenced by how both designers and users react to visual representations of a product [7, 8]. The human visual system has a bias to group certain properties (i.e a visual representation of a product) into higher order variables following Gestalt principles; this study will be referring to these variables as Gestalt variables. Therefore, in addition to the information provided by design variables, designers and users also perceive the product in terms of these Gestalt variables. The higher order properties included in this study are proximity, closure and continuation. However, there is not a unique set of Gestalt variables for a given visual representation of a product. The use of Gestalt principles to discretize the visual representation of a product, and to model the predicted product preference, are the novel applications of these principles presented in this study. Although, one would hope that most of the design decisions are rational and justifiable based upon quantifiable information, that is not always the case, particularly early in the process. There are situations where the decisions are intuitive, often justified by experience, but sometimes they are emotional and are influenced by factors that might not normally be associated with engineering design. Nevertheless, they are important as they affect the outcome of the process. This study uses Kansei words, from Kansei engineering methodology, to probe the emotions inferred from a product, and then predict product preference. The Kansei words used in this study have product-specific meaning because they are the terms used by users to explain attributes of the product. Another attribute that is represented by a product’s form is its meaning [9]. In this study, the semantic space is introduced to measure the meaning designers and users assign to a product’s form. The semantic space is a 3-dimensional space that measures meaning with respect to 3 factors: evaluation, activity and potency. Each of these dimensions are then used to predict product preference. Previous work has shown that expertise influences product form assessment [7]. Thus this study used two subject groups that varied in expertise. Expertise was defined with respect to the potential role of the subject in the design process. Experts were students with mechanical or industrial design majors who had some level of experience in making design decisions. Nonexperts were students with other majors and were potential users of the product. This distinction was used to investigate whether this small variation in expertise altered the influence of these different sources of information: design variables, Gestalt variables, Kansei words and semantic space. The first goal of this study was to demonstrate which Gestalt variables can be used to predict product preference. The hypothesis is that the Gestalt variables (e.g. proximity, etc.) are representative of the mental process when the product form is visually explored. When a subject looks at a product their preference mental model is formed by discretizing the product shape following Gestalt principles. This implies that representing the design space with traditional engineering design variables may not be as effective when product preference is the desired outcome. The second goal was to explore whether different sources of information and representations of product form (design variables, Gestalt variables, Kansei words and semantic space) can be combined to predict product preference. This paper employed a study of automobile wheel rim designs to test the hypotheses and accomplish the goals. Different methods were used to gather subjects visual judgment of the wheel rims. Kansei words were used to capture subjects’emotions towards the wheel rims. Semantic space was used to gather meanings associated with the wheel rim designs. The methodology used in this paper is not limited to developing a relationship between the wheel rim form (discretize by design variables) and the subjects judgments as in previous research studies with other products [4, 10–12]. Rather, explain and justify the form-judgment relationship, a novel procedure to discretize the wheel rim form in terms of Gestalt variables is presented. This new representation of the wheel rim form is more consistent with the manner that humans process visual images. 2 BACKGROUND This section introduces concepts and serves as a foundation to build the study that is presented in this paper. 2.1 Gestalt Principles When our visual system gathers information through the eyes, the brain processes the information and interprets it. This interpretation, visual perception, is a psychological manifestation of visual information. Visual perception is formally defined as “the process of acquiring knowledge about environmental objects and events by extracting [information] from their emitted or reflected light” [13]. The information gathered through our eyes could be interpreted in many ways but we only perceive it one way at any given time. A simple example is given by Edgar Rubin with the optical illusion known as the Rubin vase in which you either see a vase or two faces looking at each other. Gestalt 2 Copyright c 2012 by ASME principles help to dictate which interpretation out of many is perceived visually at a given time. Gestalt is a German word that means form. Gestalt principles are the factors that govern how we perceive the whole form. As Kurt Koffka explains, “It has been said: The whole is more than the sum of its parts. It is more correct to say that the whole is something else than the sum of its parts, because summing up is a meaningless procedure, whereas the whole-part relationship is meaningful” [14]. Gestalt principles consider the basic elements that compose an image. Then, they consider the relationships between those basic elements to group them. The relationships used in this study are: proximity, closure, and continuation (see Fig. 1). The proximity principle states that elements of an image (e.g. lines or dots) that are closer to each other will be perceived as being together, as a group. The closure principle states that a set of elements can be perceived as a close figure despite the presence of gaps such as the triangle in Fig. 1. The continuation principle states that when there is a smooth change from one element to another these elements will be grouped together. Specifically, these three principles will be applied in section 3.2.3 to the case study product to define Gestalt variables that discretized the wheel rim form. tem seems to be much more sensitive to certain kinds of differences than others [13]. For example, the same elements can show grouping regarding orientation at one angle, but might show less grouping at another angle. When more than one principle is presented, a process framework could extract the principles that organize the visual perception of the image [15]. The wheel rim designs presented in this study can show more than one Gestalt principle in a single image. 2.2 Semantic Space Charles E. Osgood, a social political psychologist, developed the semantic differential method in the 1950s. This method measures the connotative meaning of concepts [16]. Some of the concepts studied by Osgood were general terms like Russians, patriots, and America. In a study to sample the semantic space, Osgood presented 20 different concepts to 100 subjects; each subject rated each concept on 50 different scales [17]. The rating scales used the Likert scale with pair of adjectives that are antonyms on each end point. A factor analysis summarized the meaning of concepts into three semantic dimensions: evaluation, potency and activity. The three semantic dimensions are orthogonal and define the semantic space. The evaluation dimension contains word pairs like beautiful-ugly, good-bad, clean-dirty; the potency dimension contains word pairs like strong-weak, large-small, heavy-light, and the activity dimension contains word pairs like fast-slow, active-passive and hot-cold. The semantic space is a three dimensional space where the meaning of a concept can be located in space. This study replaces concepts with different product designs to capture the connotative meaning of designs. The semantic differential and the semantic space were developed as tools to measure semantic meaning. When first developed, the tool was criticized as a measurement of meaning from a linguistic perspective but psychologists consider it to be a useful tool [18]. The semantic differential and semantic space are used now in studies from other disciplines [7, 19]. In the current study, the semantic space is used to measure the extracted meaning from the form of the wheel rim and to represent it in the three semantic dimensions. 2.3 Kansei Engineering The following example illustrates Kansei Engineering: You are driving a convertible sports car down a curvy road: the wind on your face, the short shift leather knob in your hand shifting as you are going into the turn; the grip of the tires, as the car hits the apex, the acceleration that gives you tunnel vision, the sound of the tuned exhausts and the vibrations as the engine revs up accelerating out of the turn all take the driver and passenger into a state of excitement. These emotions are the Kansei of most sports cars. When designers and users see, hear, touch, taste and smell an artifact, they go through an assessment process to build their FIGURE 1: Gestalt Principles examples: a.) and b.) Proximity, c.) Closure, d.) Continuation When the concept was introduced, Gestalt principles were only demonstrated one at a time. Also, the principles work better when everything else is equal, that is there is only one relationship between the basic elements of an image. The visual sys3 Copyright c 2012 by ASME 3 METHODOLOGY The concepts presented in the background section are applied to a case study. This section describes the case study participants, the design of the study, including the procedures and tasks carried out by the participants. judgment of that artifact. Parts of the judgment of the artifact are feelings and feelings build up to emotions. These subjective emotional responses to an artifact are what Kansei Engineering connects with engineering features. The word Kansei is a Japanese term that is translated by Nagamachi as“the subjective impressions of an artifact that are gathered through the senses” [20]. There are other definitions in literature, all trying to explain this same concept but there is no direct translation from Japanese to English [21, 22]. Kansei Engineering is commonly translated to English as emotional or affective engineering. Kansei engineering is a method that translates the users’feelings into design specifications [19]. K. Yamamoto first used the term Kansei Engineering in 1986 [23]. Mitsuo Nagamachi developed the Kansei Engineering method in the 1970s at the Hiroshima International University. This method is preceded by other methods that share the idea of gathering the user needs or emotional impact of an artifact. One of these is the Semantic Differential method introduced in the previous section. Another method that followed was the Quality Function Development method created by Misuno and Akao in the 1960s. After Kansei Engineering was introduced, the Kano model was developed in the 1980s. One of the key features of Kansei Engineering that differs from these other methods is its goal of translating the emotional feedback that subjects report into changes in the design variables of the artifacts. This was used in this study as a starting point to identify the relationship between design variables and product judgment. The Kansei Engineering methodology can be summarized in six steps. The method starts with a collection of what is called Kansei words, which are words that customers and sellers use to describe the emotions perceived by the product. This collection of words should represent the description of the product, but in order to innovate new words can be added. To reduce the list, the words can be filtered by different methods like pre-surveys and affinity diagrams. Once the list is reduced to a quantity subjects can evaluate, the semantic differential method is used to build the scales. Schütte has noted that the number of Kansei words subjects can evaluate changes with culture [21]. Once the words are selected, a sample of products from the market is collected. These products are categorized according to the features that the designer deems important, and the products are chosen such that there is a variance in the features of interest. In the current study instead of using a market sample CAD models were generated to systematically represent different design variations. Then, an evaluation experiment is conducted where each product is rated against each scale. The experiment is administered to a desired number of subjects. The results are interpreted performing a multivariate statistical analysis and using other statistical tools. The process ends with models that explain the Kansei of a product to designers. The importance of this method in the current research is that it determines how design variables influence the subjective judgment and preference for a product. 3.1 Participants A total of 64 subjects from the University of Notre Dame participated in the study (35 males; 29 females). All subjects had normal or corrected-to-normal vision. They completed a written consent agreement and were briefed on the experimental protocol before starting. They were compensated with either $10.00 or course credit. The subjects were classified in two groups (according to their design expertise) as either students with design experiences or students with other majors. Senior students from the mechanical engineering and industrial design programs were considered students with design experience. Also, graduate students holding a degree in those disciplines were so classified. The remaining subjects were students of other majors with diverse academic backgrounds. The design students were recruited from a senior level design methods course through email. The students of other majors were recruited from the Department of Psychology subject pool . The subject groups were composed of 32 design students (25 males; 6 females) and 32 students from other majors (10 males; 22 females). The distinction between subjects was made because of previous research showing that the judgment towards the same product varies with expertise [7]. 3.2 Design of Case Study This section describes the development of the case study and includes a description of the different wheel rim designs that were generated and how the judgment dimensions were chosen. Some of the judgment dimensions are taken from Osgood’s semantic space and the remainder were Kansei words. The general dimension, “like”, was included as a measure of product preference. 3.2.1 Product Selection An automobile wheel rim was chosen as the case study product because it is geometrically simple, easy to represent visually with few design variables and has emergent Gestalt variables; at the same time it plays an important role in the appearance and function of an automobile. The wheel rims are associated with an emotional reaction, as reflected in comments on blogs and web pages. In addition, they can be rated with respect to the three principal meaning dimensions for semantic space. Another reason to use wheel rims in the case study is because it is a very common way to change the appearance of a vehicle. 4 Copyright c 2012 by ASME 3.2.2 Design Variables The product under study was characterized using engineering design variables. These variables correspond to features manipulated in the product design. A parametric CAD model was used to render the images of wheels rims with a normal tire and a white background. The images were a front view of the wheel rim, thus the design variables selected were the ones that changed the visual appearance of the rim from this view. The design variables selected to parameterize the CAD model were: number of spokes (Spokes), number of bolts (Bolts), spoke width angle (Width), and spoke blend radius (Radius), that is the radius where the spoke meets the outer and inner rim (see Fig. 2). The blend radius to the outer rim is double the blend radius of the inner rim. Each design variable was selected at two levels: low and high. See Tab. 1 for each variable level values. In practice a designer would select values for each of the design variables in order to define a specific wheel rim design. factorial DOE generates a total of 16 different wheel rims designs, shown in Tab. 2. (The reader is encouraged to look at the 16 designs and identify the one that he or she likes most to later compare with the results of the study.) In order to show each subject a complete set while limiting subject fatigue, the study only used these four design variables at two levels. The CAD model was used to generate virtual renderings of the 16 wheel rims designs with a normal tire and a white background. 3.2.3 Definition of Gestalt Variables Gestalt variables were defined to describe the wheel rims designs in terms of Gestalt Principles. The first Gestalt Principle to be applied was proximity. A general definition of the proximity principle that can be applied to most objects is that elements of the objects that are close to each other may be perceived as being grouped together. This general definition can be applied to the wheel rim to develop various quantitative measurements of proximity, accordingly three Gestalt variables are defined based on this principle. Two of them refer to the angular proximity between spokes and bolts, the other to the angular proximity between a spoke and the adjacent spokes. The coding defined for these variables is as follows: Proximity Bolts to Spokes = (number of bolts closely aligned with spokes) / (number of bolts) Proximity Spokes to Bolts = (number of spokes closely aligned with bolts) / (number of spokes) Proximity Spokes to Spokes =1 / (number of spokes) The Gestalt Principle of closure was used to develop an additional Gestalt variable. There are two wheel rim designs where the spoke radii blends are tangent with the adjacent spoke radii blends forming a closed figure. The contrast between a wheel design with and without closure can be seen in Fig. 3 where the design on the right shows closure and the one on the left does not show the effect. Without closure the radius blends are not tangent and it is hypothesized that the subjects fixate more on the spokes than the rim. The designs for this variable, closure, were coded 1 for the designs 8 and 16, and coded 0 for all other designs. The last Gestalt variable was developed from the continuation principle. An initial evaluation of the survey data helped identify this variable. It was noted that designs with the Width set at the low level, and the Radius and Spokes set at the high level, behaved effectively as the designs with the Width set at the high level. One Gestalt principle that can explain this phenomena is the continuation principle. Specifically the larger radius blends and the number of spokes increase the continuation (smoother changes between sections) in the front surface of the wheel. Considering these 2 factors and adding the actual width of the spokes, the continuation Gestalt variable was defined as: FIGURE 2: Design Variables: a.) spoke width angle, b.) spoke blend radius, c.) number of Bolts, d.) number of Spokes) TABLE 1. WHEEL RIM DESIGN VARIABLES Design Variable Low Value High Value Bolts 4 8 Radius 0.7 in. (17.8 mm) 1.5 in. (38.1 mm) Spokes 4 10 Width 10 16 Perceived Width of Spokes = Width ⇥ Spokes ⇥ Radius With these four design variables, each at two levels, a full 5 Copyright c 2012 by ASME 3.3 Closure = 0 Case Study Procedure The study began after the subjects completed a consent agreement, and were briefed on the experimental protocol. The subjects started the experiment by entering their major field of study and a subject number. Then, they were presented with onscreen instructions followed by one example of the task to be completed. When they completed the task (responded to all the questions) for the same wheel rim design they moved on to complete the same task for the remaining wheel rim designs. The order in which the wheel rim designs were presented to the subject was randomly selected within subjects. Each subject evaluated all 16 wheel rim designs. The study equipment used was a PC computer, a Qwerty keyboard, mouse and a monitor (18 inches (45.7 cm) measured diagonally and set to a resolution of 1280 x 960 pixels). The study procedure was administered using E-Prime 2.0 software (Psychology Software Tools, Pittsburgh, PA). In the study task subjects were shown an image of one of the wheel rim designs with a tire. Below the image was a sentence describing a specific judgment dimension (e.g. On the scale below rate your perception of how STRONG is the wheel). At the bottom of the screen was the 7-point Likert scale, as shown in Fig. 4. The judgment dimension were composed of Kansei words, semantic space terms, and the general judgment dimension that asked how much the subject “like” the design. The judgment dimensions were displayed in random order within subjects, with the exception of the “like” dimension that was always asked last. The subjects provided their responses using the keyboard, and these responses were recorded in the computer. The software package SPSS 19 was used to build the regression models presented in the Results section. Closure = 1 FIGURE 3: CLOSURE PRINCIPLE EXAMPLE 3.2.4 Definition of the Semantic Space To be able to locate each design in semantic space, one word was selected from each semantic space dimension; see section 2.2 for examples. From the evaluation component “Beautiful” was selected, for the activity component “Fast” was selected, and for the potency component “Strong” was selected. It was a subjective decision that these three terms were the ones that applied most directly to wheel rims. In an industry setting the designer would have to choose the most applicable word for each dimension. 3.2.5 Selection of Kansei Words In order to capture the attributes that subjects attach to the wheel rims designs, Kansei methodology is used, specifically the use of Kansei words. To find the Kansei words for a rim, descriptions of the product were collected from web pages and blogs where customers and users discussed this product. Also, point of sale verbatim from web pages that indicated how the seller approached the consumer and sold the product were collected. In absence of this information other sources of information could be used such as customer and expert interviews, store intercepts and observation. All the words (2,201) were analyzed for frequency of occurrence. The words that had higher frequency and were used to describe the wheel rims were selected. Eight words were selected to be included in the study to avoid subject fatigue. The Kansei words included in the judgment dimensions were: Aggressive, Performance, Quality, Racing, New, Clean, American, and European. 3.2.6 Product Preference Scale Product preference was established by asking: “Do you like this wheel?” This question was answered on a 7-point Likert scale, where 1 was “not at all” and 7 was “very”. The other judgment dimensions discussed above (Kansei words and semantic space) where also rated on the 7-point Likert scale. To maintain consistency among Kansei words and semantic space only the positive word of the semantic differential pair was used. FIGURE 4: EXAMPLE OF STUDY TASK. 6 Copyright c 2012 by ASME TABLE 3. JUDGEMENT DIMENSIONS PREDICTED BY DESIGN VARIABLES 4 RESULTS AND DISCUSSIONS The key results of the study are presented and discussed in this section. First, the results indicate that changes in the form or shape of the wheel rims change the subjects design preference and judgment. Various forms for the parametric models used to characterize the subjects judgment for the wheel rims are presented. Initially, these models were based upon design variables alone but when the model form was based upon Gestalt variables, the models produced better predictions of product preference. Additional improvements to the prediction model were realized when Kansei words and semantic space were added to the Gestalt variables. Lastly, information from subject expertise was added to the model; however, this knowledge did not improve the preference prediction model. Judgment 4.1 Wheel Rim Form Variation and Judgment A linear regression using the design variables to predict the “like” scale resulted in a good fit and statistically significant model (R2 = 0.931, P < 0.05). A linear regression was performed for the rest of the judgment dimensions using the design variables as predictors. An example of the functional form of the equation used in the regression is shown below, b are the coefficients that the regression specifies. This information is summarized in Tab. 3. This table illustrates and confirms that variations in the form of the wheel rim caused by design variables influenced the product preference and all other judgment dimensions. Standarized Coefficients R2 Dimension Bolts Radius Spokes Width Like 0.058 0.147* 0.944* 0.123* 0.931 Fast 0.088 0.079 0.780* -0.191 0.660 Strong 0.074* 0.124* 0.937* 0.288* 0.983 Beautiful 0.066 0.184* 0.929* 0.029 0.903 Aggressive 0.201* 0.126 0.820* 0.189 0.765 Performance 0.098 0.125 0.914* 0.163* 0.888 Quality 0.114* 0.146* 0.933* 0.194* 0.943 Racing 0.087 0.089 0.807* 0.052 0.669 New 0.004 0.229 0.717* 0.021 0.567 Clean -0.537* -0.097 -0.076 0.220 0.352 American 0.055 0.043 0.885* 0.283* 0.869 European 0.062 0.317 0.156 -0.301 0.219 Significant Coefficients (P < 0.05)* 4.2 Wheel Rim Design Preference Now that it is known that the form of the wheel rim design influences how it is judged, how these forms are preferred will be discussed. The wheel rim design that subjects liked most was design 15, and the least liked was design 1. In Fig. 5 the designs are ordered by increasing average “like” ratings. This Figure also includes the results from three models that were developed to predict “like” and are discussed in the next sections. Inspecting how the wheel rim designs increase in the “like rating, a discontinuity is apparent in the plot that separates the wheel rim designs in two groups. One group is composed of designs 1, 2, 5, 6, 9, 10, 13, and 14; they have a lower average “like” rating and all designs share the lower bound in the Spokes variable. The other group is composed of designs 3, 4, 7, 8, 11, 12, 15, and 16; they have a higher average “like” rating and all designs share the higher bound in the Spokes variable. This shows that the Spokes variables has a strong effect in the “like” rating. JudgementDimension = b1 + b2 (Spokes) + b3 (Bolts) + b4 (Width) + b5 (Radius) Table 3 shows that for the judgment dimension Like all design variables play a significant role except Bolts. However for other judgment dimension like Clean then Bolts is the only significant design variable. Also the Table shows that more complex judgment dimensions such as European can not be effectively model by design variables. For most of the judgment dimensions Spokes is significant. In ten out of twelve judgment dimensions it is the design variable that had the most effect in all judgment dimensions. In each of these dimensions more Spokes improved judgment of the subjects, the only exception was the Clean dimension where less Spokes improved judgment of the subjects. Overall the results indicate that design variables do have an influence on the product judgment and preference. This information is important for all disciplines involved in the design of the product, but in particular for engineering designers because they might select values for some of the product design variables to meet other objectives (e.g. function or weight) and be unaware of their consequences regarding product judgment and preference. 4.3 Linear Regression Models to Predict Product Preference The first model presented in Fig. 5 to predict “like” employs design variables alone and the second Gestalt variables alone. 7 Copyright c 2012 by ASME 5 Reported Design Variables Model (Predicted) Gestalt Variables Model (Predicted) Gestalt + Semantic + Kansei Model (Predicted) Like Rating 4.5 4 3.5 3 2.5 1 9 5 13 2 10 14 6 3 4 11 12 16 Wheel Rim Designs 8 7 15 FIGURE 5: WHEEL RIM DESIGNS VS LIKE RATING. Both models provided statistically significant results and good fits to the reported data, with the Gestalt variables model more closely approximating the average subjects “like” data in nine out of sixteen wheel rim designs. Table. 4 presents the contrast between models; design variables alone do not perform as well as Gestalt variables, therefore Gestalt variables were chosen to develop an alternative prediction model. All models in Tab. 4 are linear models where the variables specified are multiplied by regressed b coefficients. The next step was to explore the effect of adding meaning and emotional information to the model. This was done by including the semantic space and Kansei words to the Gestalt variables model. The semantic space adds meaning information to the models and Kansei words add emotional information to the models. First, a regression model was built in two steps: the first step consisted in performing the linear regression model with Gestalt variables to predict product preference, the second step was a stepwise regression to add the semantic space. This stepwise regression chose the predictive variables to be included in the model using a F-test with criterion of P 0.05 to enter and P 0.10 to exit. This model included all Gestalt variables. The dimensions chosen by the stepwise regression from semantic space were Beautiful and Strong. The same procedure was implemented to build a model with Gestalt variables and Kansei words. This next model included all Gestalt variables. The Kansei words selected by the stepwise regression were Quality, European, Aggressive, and Performance. Table 4 also shows that when semantic space was added to Gestalt variables the model was improved as indicated by increased correlation coefficients, the same trend is shown when adding Kansei words. 8 Copyright c 2012 by ASME TABLE 4. PRODUCT PREFERENCE MODELS SUMMARY Model (Like =) R2 F Sig. Std. Rˆ2 Sig. Error D D design of today’s products with the ease of customization and personalization of products. 4.5 f (DV ) 0.931 91.1 0.000* 0.213 - - f (GV ) 0.949 96.7 0.000* 0.187 - - f (GV, SS+ ) 0.978 153.0 0.000* 0.127 0.029 0.013 f (GV, KW + ) 0.987 182.8 0.000* 0.103 0.038 0.012 f (GV, KW + , SS+ ) 0.990 210.4 0.000* 0.091 0.041 0.015 Significant Models (P < 0.0005)* Variables filtered by Stepwise regression+ D reference model is f (GV ) The last model constructed used Gestalt variables, semantic space and Kansei words. This model was built in three steps: the first step consisted of determining the linear regression model with Gestalt variables to predict product preference. The second step was a stepwise regression that used the same criterion used previously to choose Kansei words; the third step also consisted of a stepwise regression with the same criterion previously used but with the semantic space. In addition to Gestalt variables this last model included Kansei words Quality, European, Aggressive, and Performance, and from semantic space only Beautiful. This is the best model achieved in this study with a R2 of 0.990 (P < 0.05, F = 210.401, n = 64). This implies that when trying to understand how the form of a product influences the product preference, a designer can gather information from Gestalt variables, and attach meaning and emotions that the shape might invoke for the users. In practice a designer will be most interested in a model that predicts the most preferred design. This last model is the one that when compared to the rest of the models presented better predicts the most preferred design (wheel rim 15). Implications For Designers This study focused on modeling product form preference using Gestalt principles, semantic space and Kansei words for a specific product. The results indicate that designers could follow the methodology presented to model form preference of other products. However the intent of this work was to establish a base for future formal methods that incorporate Gestalt principles, semantic space and Kansei words to aid engineering designers to design the form of a product taking into account these dimensions in conjunction with the functionality of the product. This paper establish two important points for the application of such a method, first product form does influence the judgment of the product, and second, the use of appropriately selected Gestalt variables could better predict the judgment of the form of the product. In order to apply the methodology used in this study a designer would have to follow these steps. For the Gestalt variables the designer should apply the Gestalt Principles to the product form. A systematic method should be developed to apply Gestalt Principles to a product form. In the Semantic Space the designer can choose the words that apply best to the product from each semantic space dimension. Words from the seller of the product and from the users that describe the product can be collected from the sources mentioned, then filtered by frequency and then by the higher frequency words used as the Kansei words. Finally a parametric CAD model is built to generate alternative designs. With these items a study can be built to gather the data to use to model the product form judgment. Then the model can inform other designers involved in the design of the product. Note that the complexity of the models and number of subjects would most likely have to increase in order to apply the methodology in an industry setting. 5 CONCLUSIONS The results of this study showed that when a designer needs to gauge product preference from the form or shape of a product, information from design variables, visual perception, meaning and Kansei are useful to predict product preference. Furthermore, both design variables and Gestalt variables were able to individually predict product preference. However, when comparing the models developed using either design variables or Gestalt variables, the later one showed better fit. This indicates a potential advantage of discretizing the product form using a method similar to the way subjects mentally group the design variables of the product form. Once these models are established for a specific product they can be used in the early design stages of the product at the studio, but more important these models can be 4.4 Expertise Effect on Product Preference The difference in subject expertise was explored as another source of information to help predict product preference. An additional variable of expertise was added to all the previously presented models. However, this expertise variable was not significant in any of the models. This might be because the students identified as designers have little real experience in product design particularly with regard to the wheel rim product. Subjects with more experience and specific knowledge of the product under study could have demonstrated a difference between designers and users. Another factor that might attenuate a distinction between the two groups is that users are more involved in the 9 Copyright c 2012 by ASME used in the product development process by engineer designers that are solving engineering problems that affect the final form of the product. [10] Orsborn, S., Cagan, J., and Boatwright, P., 2009. “Quantifying aesthetic form preference in a utility function”. Journal of Mechanical Design, 131(6), June, pp. 061001–10. [11] Kelly, J. C., Maheut, P., Petiot, J., and Papalambros, P. Y., 2010. “Incorporating user shape preference in engineering design optimisation”. Journal of Engineering Design, 22(9), pp. 627–650. [12] Reid, T. N., Gonzalez, R. D., and Papalambros, P. Y., 2010. “Quantification of perceived environmental friendliness for vehicle silhouette design”. Journal of Mechanical Design, 132(10), Oct., pp. 101010–12. [13] Palmer, S. E., 1999. Vision Science: Photons to Phenomenology. MIT Press. [14] Koffka, K., 1935. Principles of Gestalt Psychology,. Harcourt Brace and Co. [15] Marr, D., 2010. Vision: A Computational Investigation into the Human Representation and Processing of Visual Information. The MIT Press. [16] Osgood, C. E., Suci, G. J., and Tannenbaum, P. H., 1957. The Measurement of Meaning. University of Illinois Press. [17] Osgood, C. E., and Suci, G. J., 1955. “Factor analysis of meaning”. Journal of Experimental Psychology, 50(5), pp. 325–338. [18] Carroll, J. B., 1969. “Review of The Measurement of Meaning”. In Semantic Differential Technique: A Sourcebook, J. G. Snider and C. E. Osgood, eds. Aldine, Chicago, Illinois, pp. 96–115. [19] Nagamachi, M., 2010. Kansei/Affective Engineering. CRC Press. [20] Nagamachi, M., 2001. “Workshop 2 on Kansei Engineering”. In Proceedings of International Conference on Affective Human Factors Design. [21] Schütte, S., 2005. “Engineering Emotional Values in Product Design”. PhD Thesis, Linköpings Universitet, Linköping, Sweden. [22] Lévy, P., 2005. “Interdisciplinary design for the cyberspace by an approach in kansei information - methodology and workgroup communication tool design”. PhD thesis, University of Tsukuba, Japan. [23] Yamamoto, K., 1992. “Japans Automotive Industry: It’s Strength”. In Special Lectures by Top Management, Faculty of Business Administration. ACKNOWLEDGMENT Authors would like to acknowledge the support of the Graduate School of the University of Notre Dame Fernandez Fellowship, and the Department of Psychology at the University of Notre Dame for access to their subject pool. Also the authors would like to thank the anonymous reviewers for their insights and comments. REFERENCES [1] Sylcott, B., Tabibnia, G., and Cagan, J., 2011. “Understanding of emotions and reasoning during consumer tradeoff between function and aesthetics in product design”. In Proceedings of the ASME 2011 International Design Engineering Technical Conference & Computers and Information in Engineering Conference. [2] Pugliese, M. J., and Cagan, J., 2002. “Capturing a rebel: modeling the Harley-Davidson brand through a motorcycle shape grammar”. Research in Engineering Design, 13(April), pp. 139–156. [3] Orsborn, S., Boatwright, P., and Cagan, J., 2007. “Identifying product shape relationships using principal component analysis”. Research in Engineering Design, 18(4), Oct., pp. 163–180. [4] Achiche, S., and Ahmed, S., 2008. “Mapping shape geometry and emotions using fuzzy logic”. ASME Conference Proceedings, 2008(43284), Jan., pp. 387–395. [5] Zuo, Z. H., Xie, Y. M., and Huang, X., 2011. “Reinventing the wheel”. Journal of Mechanical Design, 133(2), Feb., pp. 024502–4. [6] Westmoreland, S., Ruocco, A., and Schmidt, L., 2011. “Analysis of capstone design reports: Visual representations”. Journal of Mechanical Design, 133(5), May, pp. 051010–7. [7] Hsu, S. H., Chuang, M. C., and Chang, C. C., 2000. “A semantic differential study of designers’ and users’ product form perception”. International Journal of Industrial Ergonomics, 25(4), pp. 375 – 391. [8] Linsey, J. S., Clauss, E. F., Kurtoglu, T., Murphy, J. T., Wood, K. L., and Markman, A. B., 2011. “An experimental study of group idea generation techniques: Understanding the roles of idea representation and viewing methods”. Journal of Mechanical Design, 133(3), Mar., pp. 031008– 15. [9] Hsiao, S., and Wang, H., 1998. “Applying the semantic transformation method to product form design”. Design Studies, 19(3), July, pp. 309–330. 10 Copyright c 2012 by ASME TABLE 2. WHEEL RIM DESIGNS Width L Width H Width L Width H Radius L Design 1, Like avg: 2.72 Design 2, Like avg: 3.11 Design 3, Like avg: 4.08 Design 4, Like avg: 4.38 Radius H Design 5, Like avg: 2.86 Design 6, Like avg: 3.34 Design 7, Like avg: 4.61 Design 8, Like avg: 4.47 Radius L Spokes H Design 9, Like avg: 2.73 Design 10, Like avg: 3.22 Design 11, Like avg: 4.39 Design 12, Like avg: 4.41 Radius H Bolts H Bolts L Spokes L Design 13, Like avg: 2.98 Design 14, Like avg: 3.31 Design 15, Like avg: 4.80 Design 16, Like avg: 4.41 11 Copyright c 2012 by ASME
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