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Article history: In most studies on Kansei, the product form analysis model is based on the external features or elements
Received 16 January 2015 of the product components. However, such an approach cannot completely convert consumer emotional
Received in revised form perceptions into design elements. Therefore, this study combined the ergonomic technology used in
18 July 2016
Kansei engineering with the unique cognitive ability of humans to identify patterns and establish an
Accepted 24 September 2016
emotional perception model that can integrate the overall interrelations of the constituent elements.
Steering wheel design was used as the object of examination. Three types of adjectives were applied to
describe the constituent elements. The first type was esthetic factors and involve external esthetics. The
Keywords:
Constituent factor
second type comprised two pairs of adjectives, sturdy/delicate and lightweight/heavy, called operational
Overall interrelation strength factors because they relate to form and strength. The third type comprised simplistic/changeful
Kansei engineering and artificial/spontaneous, called modernity factors because they pertain to the modern sense of beauty
Design assessment of the parts. Multiple linear regression analysis was used to construct a Kansei engineering model and
Car steering wheel compare the performance of individual elements and the product as a whole. The results show that the
R2 values in the overall model were greater than those in the element-oriented model, indicating that the
integrated model outperformed the element-oriented model in variance explanation. The differences
between the numerical values of the adjective pairs classic/fashionable (esthetic factors), sturdy/delicate
(operational strength factors), and simplistic/changeful and artificial/spontaneous (modernity factors)
were significant, demonstrating that the overall model is useful in predicting how consumers make
assessments according to emotional perceptions. The R2 increase of the modernity factors was the most
obvious, indicating that the overall model assesses modernity more accurately. Comparing results and
verifying test samples demonstrated that the overall model is more useful in predicting consumer ap-
praisals that are based on emotional perception.
Relevance to industry: This study determined that esthetics, operational strength, and modernity are the
three most crucial factors in the emotional perceptions and preferences of consumer regarding steering
wheel design. The results demonstrate that a model that integrates constituent elements can evaluate
consumer behavior and assist product designers in understanding consumers.
© 2016 Elsevier B.V. All rights reserved.
1. Introduction frequently is neither the appearance nor power system of the car,
but rather its interior design, of which the steering wheel is the
1.1. Background and study motivation most fundamental component. In addition to the shape of the
steering wheel, the gripping experience and the convenience dur-
The car part that a driver interacts with most directly and ing operation are also crucial. In an era of emotional consumption,
the sense of satisfaction with a product that a consumer derives and
that leads to a purchase decision is no longer merely a consider-
*
This study combined the ergonomic technology used in Kansei engineering ation regarding function or practical use. Sense perception is
with the unique cognitive ability of humans to identify patterns and establish an applied to comprehensively and perceptually assess before a pur-
emotional perception model that can integrate the overall interrelations of the
chase decision is made (Chang et al., 2005). When a consumer
constituent elements. Steering wheel design was used as the object of examination.
* Corresponding author. wants to buy something, he/she will have a kind of feeling and
E-mail address: willis.ccw@gmail.com (C.-W. Chen). image (Kansei in Japanese) in his/her mind. If the consumer's
http://dx.doi.org/10.1016/j.ergon.2016.09.010
0169-8141/© 2016 Elsevier B.V. All rights reserved.
98 Y.-M. Chang, C.-W. Chen / International Journal of Industrial Ergonomics 56 (2016) 97e105
feeling could be implemented in the new product, he/she would be Yamamoto, emphasized the “contribution of automobiles to cul-
more satisfied with the product (Nagamachi, 2002). Affective tural creativity” and explained his theory of car-driving culture. He
design has received much attention from both academia and in- proposed applying Kansei engineering in designing automobile
dustries. It aims at incorporating customers' affective needs into interiors to satisfy the needs and emotional demands of car users
design elements that deliver customers' affective satisfaction. The and to increase the comfort of automobiles. Through Kansei engi-
main challenge for affective design originates from difficulties in neering, designers can access objective data and more compre-
mapping customers' subjective impressions, namely Kansei, to hensively understand consumer preferences and perception
perceptual design elements (Jiao et al., 2006). In today's competi- (Chuang and Chen, 2004). During exploration of product appear-
tive environment, satisfying customer needs has become a great ance and consumer impressions, Kansei engineering is a crucial
concern of almost every company (Cross, 2000). While there are cut-in point. Developing product design and theory according to
various customer needs, the functional and affective needs have consumer feelings and perceptions (psychological impressions) is
been recognized to be of primary importance for customer satis- now common (Chang et al., 2005). Through engineering ap-
faction (Khalid, 2001). Following the progress achieved in the auto proaches, human emotional perceptions are quantified to establish
industry in recent years, consumer demand for quality in various a functional relationship between the quantity of the emotional
aspects of automobiles has increased. The control panel in new cars perception and the physical quantity (form) of the stimulus that
often features an LCD screen that can integrate DVDs, stereos, GPS triggers the emotional perception; this relationship is the founda-
devices, digital TVs, and smartphones. In some high-end models, tion of design development (Zheng, 1993). In other words, Kansei
the steering wheel is equipped with a dial control featuring engineering is being used to convert customer demands and feel-
consolidated functions. Further examples such as LCD screens in ings into product design elements and realize the ideas in the
headrests and constant air conditioning control suggest that the minds of consumers (Nagamachi, 1995a) (Nagamachi, 1995b) (Jindo
trend of installing entertainment devices in cars is irreversible. et al., 1994). In most studies on Kansei, the external design and
However, car design is complex and changing, involving consider- features of products have formed the core of analysis. Therefore,
ations of interactions among the driver, the vehicle, and the envi- Kansei engineering can be defined as a technology that quantifies
ronment. Within Taiwan and abroad, the comfortability of seats and and presents the feelings that people have toward objects (prod-
driving is of particular interest. However, one other crucial factor ucts) and that explores design elements that match certain emo-
has often been neglected: the geometric elements of the driver tions that people have. The word “Kansei” can be interpreted as
(human) and the design of the steering wheel (object). The turn and people's feelings toward or impressions of an object, representing
angle design for the geometric structure of the steering wheel af- their psychological expectations and perceptions. Businesses in
fects driver comfort. Drivers hold the steering wheel until the Japan have widely applied Kansei engineering in various fields,
journey ends; An understanding of the pressure patterns that are such as in the design of cars, office chairs (Jindo et al., 1995), interior
appropriate for the human body (that is, the patterns that reduce design of cars (Jindo and Hirasago, 1997), vehicle interior image
discomfort or improve what is called comfort) can make product (Tanoue et al., 1997), and color planning for product appearance
design and usage very satisfying and fulfilling (Goonetilleke, 2000). (Fukushima et al., 1995). However, from the perspective of cognitive
Car owners look beyond functionality to consider emotional design psychology, further analysis suggests that ambiguity, uniqueness
features, car designers may need to learn how to include emotional and dominance are three important aspects to consider when
design features as a design procedure (Helander et al., 2013). designing and developing icons.(Goonetilleke et al., 2001). Exam-
Therefore, control devices built into the steering wheel have drawn ining consumer recognition and perception of a product by iden-
the attention of drivers. tifying only the features of the object cannot explain human
Most drivers, particularly those who drive for work, such as taxi cognitive behavior completely. The overall interrelations between
drivers, often experience neck, shoulder, lower back, or waist pain components are also critical. Thus, this study developed a Kansei
after driving a long distance or for a long period (Chien, 2006). engineering model to analyze and determine the interrelations of
Hence, in addition to appropriate operating environments and constituent elements. The three main objectives were to (1)
comfortable seats, drivers require a well-designed steering wheel. investigate consumer design preferences, (2) identify the types of
Worldwide vehicle sales surpassed 80 million in 2013, and the emotional perceptions toward product form, and (3) understand
market continued to grow in 2014, which led to a positive outlook the viability and capacity of the two emotional perception analysis
for profitability in the global automotive industry. The two major systems regarding the constituent elements and their overall
automotive markets of China and the United States are expected to interrelations.
continue growing. Furthermore, as automobile companies continue
to innovate, they will attract more drivers to purchase their prod- 2. Methods of study and implementation
ucts. Thus, more attention will be paid to how these automobile
companies innovate and make safer vehicles catering to the needs In this study, two Kansei engineering systems were developed
and interests of drivers. Quantitative data on the relationship be- to analyze the design of car steering wheels according to the overall
tween design elements and user evaluations is useful to product interrelations of constituent elements. The results were interpreted
designers and managers in formulating design strategies (Hsu et al., and predictive capacities were compared. The steps of the devel-
2000). Therefore, this study identified the effects of steering wheel opment are as follows:
devices on driver perception to design a comfortable entertainment
system with quality steering wheel interfaces. 2.1. Stimulation test sample selection
1.2. Study objectives In the development of products, methods enabling the designer
to create an appropriate image for a product so that it may
The software and hardware installed in automobiles, such as communicate with the user are always critical issues (Chuang and
GPS and mobile phone hands-free devices, are increasingly diverse, Ma, 2001). Pictures of steering wheels of different designs were
increasingly complicating driving. In a speech at the World Auto- obtained from books, magazines, and almanacs for use as the
motive Technology Conference and the U.S. Automaker Seminar in stimulation test samples. Because the chief objective of this study
1986, former Mazda Motor Cooperation president, Kenichi was to examine the correlations among the constituent elements,
Y.-M. Chang, C.-W. Chen / International Journal of Industrial Ergonomics 56 (2016) 97e105 99
participants, the researcher first removed all brand logos from the
samples and converted the images into 30 cm 30 cm black-and-
white prints. A focus group research method was then used to
select representative samples. The focus team (product design
specialists) comprised six graduate students from the Graduate
Institute of Industrial Design at National Cheng Kung University.
Four students were male, two were female, all were industrial
design majors in undergraduate and graduate programs, and three
Fig. 1. 114 Test samples initially collected.
had more than two years of practical design experience. To avoid
discrepancy regarding form vs content, the focus team, through
direct visual perception, classified the test samples according to the
visual characteristics of the images. To classify the 114 test samples
by form contrast, the KJ method was adopted. This method is used
for qualitative analysis based on intuition and for innovating
through teamwork. Because this method is used for analyzing how
participants perceive the images, it enables the characteristics of
images to be more clearly understood (Yang, 2003) The team
members classified the samples with similar appearances into
groups and to select 45 representative samples for the emotional
perception survey. The team members discussed and divided the
samples into 12 groups. The representative samples were then
chosen (Fig. 2). Despite the logo removal, interference from pre-
conceptional impressions remained in the overall assessment and
Fig. 2. Final representative test samples. interpretation. Consequently, the representative samples were
traced to produce linear sketches (Fig. 3) that were used as the final
representative test samples.
Table 1
Eighty adjectives.
Table 2
Twenty contrasting pairs of adjectives.
University) applied the 20 pairs of adjectives to the 45 steering To confirm the relations between the appearance of steering
wheel samples, and a preliminary SD test was conducted. Ward's wheels and the emotional perception vocabulary, an SD survey was
hierarchical clustering method was used to analyze the results administered to 30 junior year students from the Department of
(Table 3). From the cluster dendrogram (Fig. 4), 10 final represen- Multimedia and Entertainment Science at Southern Taiwan Uni-
tative pairs of adjectives were chosen (Table 4) to alleviate the versity of Technology. The 30 participants all had a driving license,
burden of the participants in the official SD test. were students enrolled in continuing education programs, and
were aged 22e28 years. The 10 pairs of adjectives listed in Table 2
2.3. Product form deconstruction and description were used as a measure and a 9-point Likert scale (1e9 points from
left to right) was used to evaluate the 45 steering wheel test
The form of a product is the aggregate result of the components, samples.
Table 4
Adjective pairs used in SD test.
Simplistic -Changeful Artificial - Spontaneous Unique - Common Casual - formal Embellished - plain
Sturdy - Delicate Classic - Fashionable Lightweight - Heavy Futuristic - Conventional Classy - Ordinary
Table 5
Morphological analysis.
Item Category
Wheel rim material D1. Leather cover D2. Walnut veneer cover D3. Composite
cover
Hub surface E1. Unibody E2. Jointed
Hub shape F1. Water drop- shaped F2. Pyramidal F3. Trapezoidal
Overall Interrelation Spoke-rim joint G1. Gapless joint G2. Gapped joint
Visible areas of center, H1. Approximate visible areas H2. Unequal visible areas
spokes and rim
3. Results and discussion Cronbach's a of between 0.65 and 0.70 indicates moderate reli-
ability, and that a Cronbach's a of between 0.70 and 0.80 entails
3.1. Emotional perception assessment results high reliability, the questionnaire results of the present study
exhibited high reliability. Through varimax orthogonal rotation,
Initially, the average numbers of times the 30 participants the loadings of the three element factors were obtained, as
applied the adjectives were established and factor analysis was shown in Table 10.
conducted. Table 6 shows that the correlation coefficient from The variances in relation to the esthetic, operational strength,
the KMO and Bartlett's test achieved a significance level of 0.714 and modernity factors were 44.62%, 19.52%, and 11.90%; the accu-
(sig ¼ 0.000). According to principal component analysis, mulated total variance was 76.043%. According to the meanings of
three elements with an eigenvalue exceeding 1 were extracted. the adjectives, the factors can be categorized into esthetic factors:
Table 7 shows that the three types of factors together six pairs of adjectives with qualities relevant to comparing external
explained 76.043% of the total variance. To ensure that the sta- esthetics, namely, embellished/plain, futuristic/conventional,
tistical data acquired using the questionnaire in this study classy/ordinary, unique/common, classic/fashionable, and casual/
exhibited satisfactory reliability, a reliability analysis of the data formal; operational strength factors: two pairs of adjectives with
was conducted to determine the Cronbach's a value to be 0.711 qualities used for comparing form and power, namely, sturdy/
(Table 8), and the overall statistics of the items were examined delicate and lightweight/heavy; and modernity factors: two pairs of
(Table 9). According to DeVellis' (1991) suggestion that a adjectives with qualities used for assessing the level of modernity
and esthetics, namely, simplistic/changeful and artificial/
spontaneous.
Table 6
KMO and Bartlett's test.
3.2. Emotional perception assessment mode of element-oriented
KMO and Bartlett's test and overall models: construction and comparison
Kaiser-Meyer-Olkin Measure of Sampling Adequacy 0.714
Bartlett's Test of Sphericity Approx. Chi-Square 173.729 To contrast the results of the two Kansei engineering models
df 45 from the form analysis of the element-oriented model and the
Sig 0.000
overall model, multiple linear regression analysis was used,
102 Y.-M. Chang, C.-W. Chen / International Journal of Industrial Ergonomics 56 (2016) 97e105
Table 7
Total variance explained.
Table 8 listed according to a nominal scale, and dummy variables were used
Statistics of reliability. in the multiple regression analysis. Zero and 1 represented
Cronbach's alpha Number of items nonquantifiable characteristics and attributes. In the element-
0.711 10
oriented form analysis model, the design factors were mainly
element characteristics, whereas in the overall model, the design
factors were combinations of element characteristics and the
overall interrelations of the elements. Table 11 show the results of
establishing the relations between the car steering wheel form the regression analysis of the two models.
factors and the emotional perception vocabulary. The design factors In Table 11, the blank spaces (such as B3: No decorative, uneven
obtained from the form analysis of the 45 test samples were surface design) signify that the influence of the element did not
defined as independent variables, and the averages of the achieve the significance level of 0.05. A higher standardized coef-
emotional perception evaluations of the 10 adjective pairs were set ficient indicates that the participants considered the impression of
as the dependent variables. Backward regression was then used to the second adjective in the pair to be more useful in design
conduct multiple regression analysis of each pair of adjectives, development. A negative standardized coefficient means that the
locating the form factors that significantly influenced the emotional participants believed that the first adjective of the pair exerted a
perception vocabulary. Simultaneously, the design factors were stronger influence on impression creation.
Table 9
Overall statistics of the items.
Scale mean obtained Scale variance obtained when Revised total Cronbach's alpha obtained
when the item was excluded the item was excluded item correlation when the item was excluded
Table 10
Post-rotation factor loadings.
Adjective Factor type 1 esthetic factor Factor type 2 operational Strength factor Factor type 3 Modernity factor
Attribute Embellished Futuristic e Classy e Unique e Classic e Casual e Sturdy e Lightweight e Simplistic e Artificial e
e Plain Conventional Ordinary Common Fashionable Formal Delicate Heavy Changeful Spontaneous
Y.-M. Chang, C.-W. Chen / International Journal of Industrial Ergonomics 56 (2016) 97e105
Item Category Standardized Standardized Standardized Standardized Standardized Standardized Standardized Standardized Standardized Standardized
Coefficient Coefficient Coefficient Coefficient Coefficient Coefficient Coefficient Coefficient Coefficient Coefficient
A. Number of Spokes 3 spokes 0.212 0.124 0.063 0.235 0.454 0.221 0.542 0.467
4 spokes 0.121 0.349 0.432 0.332 0.453 0.112 0.323 0.431 0.543 0.060
B. Touch of Spokes Uneven surface 0.322 0.322 0.212 0.434 0.225 0.065 0.064 0.098 0.654
design
No decorative uneven 0.165 0.187 0.132 0.062 0.065 0.061 0.325 0.343 0.232
surface design
C. Positioning of Spokes 90/180 0.437 0.118 0.212 0.238 0.121 0.154 0.098 0.267 0.132
90/145 0.276 0.211 0.163 0.112 0.320 0.221 0.268 0.332 0.211
90/130 0.254 0.132 0.217 0.245 0.364 0.221 0.165 0.249
D. Wheel Rim Material Leather cover 0.215 0.176 0.098 0.321 0.134 0.264 0.299 0.121 0.255 0.332
Walnut veneer cover 0.211 0.187 0.199 0.087 0.232 0.132 0.119 0.146 0.113 0.216
Composite cover 0.331 0.232 0.215 0.443 0.243 0.226 0.063 0.199 0.345 0.435
E. Crossbar Unibody 0.196 0.276 0.142 0.209 0.176 0.213 0.165 0.324 0.237
Jointed 0.174 0.182 0.091 0.183 0.146 0.108 0.137 0.153 0.157
F. Hub Shape Water drop-shaped 0.082 0.098 0.139 0.099 0.162 0.114 0.012 0.138 0.215 0.189
Pyramidal 0.197 0.212 0.124 0.224 0.112 0.143 0.097 0.210 0.171
Trapezoidal 0.214 0.223 0.187 0.326 0.119 0.269 0.243 0.223 0.165 0.061
Semi-circular 0.061 0.083 0.087 0.102 0.132 0.143 0.112 0.089 0.124
Diamond-shaped 0.135 0.207 0.208 0.321 0.232 0.061 0.079 0.112 0.321 0.216
Round 0.062 0.121 0.101 0.112 0.061 0.154 0.095 0.142 0.231 0.211
G.Spoke-rim joint Gapless joint 0.072 0.063 0.202 0.133 0.021 0.154 0.156 0.124 0.211
Gapped joint 0.176 0.113 0.094 0.087 0.097 0.133 0.053 0.132 0.143
H.Visible areas of Approximate visible areas 0.178 0.111 0.099 0.093 0.112 0.102 0.091 0.115 0.156 0.154
hub, spokes and rim Unequal visible areas 0.021 0.078 0.087 0.043 0.065 0.098 0.067 0.091
I.Switch positions Symmetrical on both 0.097 0.054 0.067 0.102 0.064 0.127 0.132 0.065 0.124 0.095
in relation to the hub sides of the hub
Surrounding the hub 0.115 0.165 0.102 0.234 0.202 0.202 0.156 0.093 0.111 0.211
Constant 4.234 3.884 4.225 4.255 3.755 5.064 4.004 3.575 5.445 3.132
Significance 0.012 0.008 0.011 0.002 0.001 0.020 0.030 0.021 0.022 0.013
R and R2 values R ¼ 0.884 R ¼ 0.888 R ¼ 0.781 R ¼ 0.906 R ¼ 0.924 R ¼ 0.775 R ¼ 0.785 R ¼ 0.784 R ¼ 0.770 R ¼ 0.911
R2 ¼ 0.781 R2 ¼ 0.789 R2 ¼ 0.610 R2 ¼ 0.821 R2 ¼ 0.854 R2 ¼ 0.601 R2 ¼ 0.616 R2 ¼ 0.615 R2 ¼ 0.593 R2 ¼ 0.830
103
104 Y.-M. Chang, C.-W. Chen / International Journal of Industrial Ergonomics 56 (2016) 97e105
Table 12
Comparison of the R2 values of the element-oriented model and the overall model.
Adjective pair Embellished Futuristic Classy Unique Classic Casual Sturdy Lightweight Simplistic Artificial
e Plain e Conventional e Ordinary - Common e Fashionable e Formal e Delicate - heavy - Changeful - Spontaneous
R2 value in feature- 0.774 0.783 0.605 0.817 0.828 0.593 0.581 0.598 0.601 0.819
oriented model
R2 value in integrated 0.781 0.789 0.610 0.821 0.854 0.601 0.616 0.615 0.593 0.830
model
R2 gain value 0.007 0.006 0.005 0.004 0.026 0.008 0.035 0.017 0.008 0.011
Adjusted R2 value in 0.552 0.575 0.412 0.675 0.689 0.374 0.368 0.376 0.397 0.679
feature-oriented
model
Adjusted R2 value in 0.568 0.580 0.425 0.687 0.702 0.397 0.430 0.427 0.374 0.699
integrated model
Adjusted R2 gain value 0.016 0.005 0.013 0.012 0.013 0.023 0.062 0.051 0.023 0.020
Table 13
Relations between emotional perception vocabulary and design factors.
Casual Number of spokes: 3 Spokes (0.454), Touch of spokes: no uneven surface design (0.065), Spoke-rim joint: Gapped joint (0.097),
Positioning of spokes: 90/130 (0.364), Wheel rim material: Leather cover (0.264), Visible areas of hub, spokes and rim:
Hub surface: Jointed (0.108), Hub shape: round (0.154) Unequal visible areas (0.043),
Switch positions in relation to the
hub: Surrounding the hub (0.202)
Formal Number of spokes: 4 Spokes (0.112), Positioning of spokes: 90/180 (0.321), Wheel rim Spoke-rim joint: Gapless joint (0.021),
material: Walnut veneer cover (0.132), Hub surface: Unibody (0.176), Visible areas of hub, spokes and
Hub shape: trapezoidal (0.269) rim: Approximate visible areas (0.102),
Switch positions in relation to the hub:
Symmetrical on both sides (0.127)
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