Theoretical Issues in Ergonomics Science
Theoretical Issues in Ergonomics Science
200]
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To cite this article: Simon T. W. Schütte , Jörgen Eklund , Jan R. C. Axelsson & Mitsuo
Nagamachi (2004) Concepts, methods and tools in Kansei engineering, Theoretical Issues in
Ergonomics Science, 5:3, 214-231, DOI: 10.1080/1463922021000049980
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Theor. Issues in Ergon. Sci.
May–June 2004, vol. 5, no. 3, 214–231
Trends in product development today indicate that customers will find it hard to
distinguish between many products due to functional equivalency. Customers
will, therefore, base their decisions on more subjective factors. Moreover, in the
future, products will consist, to a higher grade, of a combination of a tangible and
intangible part. Kansei Engineering is a tool translating customer’s feelings into
concrete product parameters and provides support for future product design.
Presently, a total of six different types of Kansei Engineering are in use. The
aim of this paper is to propose a framework in Kansei Engineering to facilitate
the understanding of the different types of Kansei Engineering and to open Kan-
sei Engineering for the integration of new tools. The new structure includes the
choice of a product domain, which can be described from a physical and a
semantic perspective as building a vector space in each. For the latter mentioned
space, the Semantic Differential Method is used. In the next step, the two spaces
are merged and a prediction model is built, connecting the Semantic Space and
the Space of Product Properties together. The resulting prediction model has to
be validated using different types of post-hoc tests.
1. Introduction
Kansei Engineering is a proactive product development methodology which trans-
lates customers’ impressions, feelings and demands on existing products or concepts
into design solutions and concrete design parameters. As portrayed in figure 1, the
psychological impression intended for a future product is put into a Kansei Engin-
eering System (KES), which in turn delivers the required product design parameters
evoking the impression being aimed for.
Kansei Engineering is mainly a catalyst for a systematical development of new
and innovative solutions, but can also be used as an improvement tool for existing
products and concepts. Kansei Engineering is based on subjective estimations of
product and concept properties and gives expression to the demands on the products
which customers are not aware of, by using semantic tools developed by Osgood
(1969).
Several success stories contribute to the sound record that Kansei Engineering
nowadays has in Japanese companies. Mazda used Kansei Engineering in the devel-
opment of its model Miyata (in Europe: MX 5). More than 10 years after its first
Theoretical Issues in Ergonomics Science ISSN 1463–922X print/ISSN 1464–536X online # 2004 Taylor & Francis Ltd
http://www.tandf.co.uk/journals
DOI 10.1080/1463922021000049980
Kansei Engineering 215
launch, the Miyata has become the best sold sports coupé in the world (The Guinness
Book of Records 2001). When Sharp introduced a newly developed video camcorder
with a LCD-display instead of a conventional ocular, they increased their market
share in this segment from 3 to 24%. Even in this case, Kansei Engineering identified
the customer’s demands on the new product resulting in a new concept. A third
example showing the wide product range Kansei Engineering can deal with is
Wacaol. This underwear manufacturing company collected Kansei data about the
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usage of the common brassiere and based on this information designed a new model.
Their market share topped Japanese markets at 42% (Nagamachi, Ishihara and
Nishino 2001, Personal communication).
The method was developed by Professor Misuto Nagamachi in the early 1970s in
Japan and has been used in many Japanese companies. In the middle of the 1990s,
the method spread to the US and Europe. Over the 30 years of its existence, Kansei
Engineering has been developed substantially. In total, six different Kansei
Engineering procedures have now been tested and are available. Table 1 presents
the types of Kansei Engineering currently available in the order of their introduction.
Interest in creating quantifying links between product properties and user
impressions has existed for a long time. Research on this question has been done
before in different areas, e.g. QFD (Cohen 1995) and Conjoint Analysis (Green and
Rao 1971) in TQM, Semantic Environment Description (SMB) in Architecture
(Küller 1975) or Perceptual Vector Spaces for positioning of competing products
and Means-End Analysis (Reynolds and Olson 2001) in economics and marketing.
However, a deeper look reveals that the user’s perception is a very complex
formation alluding to many different scientific fields, namely Mechanical
Engineering, Quality, Mathematics, Psychology and Ergonomics, etc. (Schütte
2002). Hence, the role of Kansei Engineering in this context is to tunnel through
the borders between the different scientific fields, identifying suitable tools and
reassembling them into new methods for Kansei Engineering. In fact, Kansei
Engineering does not develop new theories or tools in the different areas at all.
Rather, it is an all-embracing methodology containing rules for how different
tools can interact with each other in order to quantify the impact a certain product
trait has on the users’ perception.
Future growth of Kansei Engineering and the application to new areas make it
necessary to allow the integration of more tools and methods from other areas. This
might be essential for the success of Kansei Engineering. As mentioned, already the
methodology contains six different types, making it very complex to handle. A gen-
eral concept of Kansei Engineering working procedure is therefore desirable, facil-
itating the understanding and expansion of the methodology. Nagamachi (1996,
1997a, b) has already presented an overall ‘schema of the procedure of Kansei
Engineering System’, which in a broad way presents the basic Kansei Engineering
structure.
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The aims of this paper are to give an overview of different existing approaches in
Kansei Engineering, and to introduce—based on the existing Kansei Engineering
schema—a conceptual model of the Kansei Engineering process, in order to demon-
strate the particular use of the different tools and to facilitate the use of the Kansei
Engineering concept.
In the following article, essential definitions of expressions and terms in Kansei
Engineering are given and a conceptual model is introduced, followed by a discus-
sion and conclusions.
2.2. Product
Since Kansei Engineering deals mainly with product development, the perspective of
Kansei Engineering on products has to be clarified.
The word ‘product’ originates from the Latin word productum, which means
result or gain. During the industrial revolution it became synonymous with indust-
rially manufactured artefacts. Nowadays, the expression also includes services
(Röstlinger and Goldkuhl 1999). Originally Kansei Engineering only focused on
artefacts, but recent studies conducted on internet-services proved that Kansei
Engineering has a much wider applicability (Nishino et al. 1999). According to
Röstlinger and Goldkuhl (1999), artefacts can be connected with certain services,
e.g. delivery and installation of a washing machine. Since the number of this type of
products will increase in the future (IVA 1999), Kansei Engineering has to be capable
of conducting examinations of both the services and artificial parts of the products in
a single study. Figure 2 portrays the three different types of products Kansei
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Product
This can be shown using a hammer as an example. The spoken word ‘hammer’ is not
the same stimulus as the object hammer. The former is a pattern of sound waves and
the latter a combination of visual, olfactory and tactual sensations. The word ‘ham-
mer’ elicits a type of behaviour which is in some manner relevant to the object
‘hammer’. This means that the spoken or read word ‘hammer’ is the sign for the
object ‘hammer’. Osgood’s research resulted, in the simplest terms, into the question
‘Under what conditions does something which is not an object become a sign of that
object?’ (Osgood 1969).
To answer this question, Stagner and Osgood (1946) conducted questionnaire
studies. The subjects chosen were supposed to rate signs (words) of objects like
218 S. T. W. Schütte et al.
Figure 3. Example of a 7-point rating scale, originally used by Osgood (1969).
Differential Techniques. When the word pairs in the individual factors were con-
sidered, it was possible to identify a pattern and name these factors.
Figure 4. The Semantic space, adapted from Carroll (1959).
Choice of
Domain
Synthesis update
update
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Test of Validity
Model building
These two descriptions span a vector space each. Subsequently, these spaces are
merged with each other in the synthesis phase, indicating which of the product
properties evokes which semantic impact. Only after these steps have been carried
out is it possible to conduct a validity test, including several types of post-hoc
analyses. As a result of this step, the two vector spaces are updated and the synthesis
step is run again. When the results from this iteration process are satisfactory, a
model can be built describing how the semantic and the space of application are
associated.
The task in this first step is to define the domain and find representatives
(products, drawings, samples, etc) covering as much as possible of the domain.
(Nagamachi 2001b).
The list above is sorted according to the complexity of behavioural patterns. Since
the Kansei is a multifaceted phenomenon, Kansei Engineering mainly uses the evalu-
ation of words and their emotional impact on the human mind. This guarantees
detailed descriptions of the Kansei, but as a result those parts of the Kansei which
cannot explicitly be expressed in words are latent or in the worst case excluded.
Moreover, there is a risk that words which do not belong to the domain are collected
as well. These ‘impurities’ cannot be detected until a post-hoc test is conducted,
causing a certain amount of extra work.
Kansei Engineering is based on subjective estimations of products and concept
properties and it helps users to express their demands on the products—even those,
which they are not aware of.
Therefore, semantic tools, e.g. Semantic Differential Method developed by
Osgood et al. (1969), are used. In this way it is possible to quantify such complex
emotions as spatial perception (Bergqvist and Domeij 2001) or the impression of the
sound of vehicles (Nagamachi 1994).
4.2.2. The procedure of spanning the semantic space: In practice, the step ‘Span
the semantic space’ in figure 5 is carried out in three steps, as portrayed in figure
6. Using the desired domain as a starting point, Kansei words describing the con-
sidered product are collected. In a second step, the number of words is reduced to
a more practical number. This can be done by using different tools, as described
below. In the last part, the data is compiled in a standardized way in order to fa-
cilitate the following synthesis phase. If important Kansei words are missed in this
step, the result can become practically unusable. Hence, it is better to select a few
more words than necessary.
4.2.3. Collection of Kansei words: A Kansei word is a word describing the pro-
duct domain. Often these words are adjectives, but other grammatical forms are
possible, e.g. when describing the domain ‘fork-lift truck’, adjectives like effective,
robust, quick, etc. but also verbs and nouns (acceleration) can occur (Schütte and
Eklund 2001). In order to get a complete selection of words, all available sources
have to be used, even if the words emerging seem to be similar or the same.
Suitable sources can be:
Kansei Engineering 221
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Figure 6. Spanning the Semantic Space broken down into three steps (insprired by
Nagamachi (1997) and Osgood and Suci (1969)).
. Magazines;
. Pertinent literature;
. Manuals;
. Experts;
. Experienced users;
. Relating Kansei studies; and
. Ideas, visions.
An important point is to translate ideas and visions into Kansei words because non-
existing solutions should also be considered. Only in this way can Kansei Engin-
eering be used as a creative product development tool, which generates new and
revolutionary solutions. The task is to describe the domain, not the existing
products.
Depending on the domain considered, the number of existing Kansei words
generally varies between 50–600 (Nagamachi 1997a). Since it is of great importance
to collect all existing words, the word collection is continued until no new words
occur. The data gathered will critically influence the validity of the results if import-
ant words are missing.
always causes a loss of information. On the other hand, if the number of words
collected exceeds a critical size it can be difficult to find volunteers to fill in ques-
tionnaire forms, due to the amount of time needed. Therefore, the statistical
power may suffer from a low number of participants (Körner and Wahlgren
2000). Also, the quality of the gathered data will also be relatively poor due to ef-
fects of fatigue on the participants (SCB 2001).
Hence, the data quality is appreciably affected by the number of Kansei words or
if the evaluation time of the questionnaire reaches critical dimensions, and so a
reasonable data reduction must be carried out. Two empirically tested possibilities
are portrayed in figure 7 (Arnold and Burkhard 2001).
One of the possible word reduction methods presented in figure 7 is a pilot study
using Osgood’s Semantic Differentials and factor analysis. The participants are sup-
posed to think about the domain per se and answer the question ‘How do you think
this Kansei Word corresponds to the Domain?’ Subsequent factor and/or cluster
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analyses are applied in order to reveal the connections between the words and to
allow the choice of representatives for each factor or cluster which become the new
set of Kansei words.
Another possibility is to use a focus group and/or expert group to gather the
words together according to their affinity and choose representatives for every group
(Card-System). Since the outcome of this will be a very condensed number of words,
the validity of these words must be tested. That can be done in two steps:
. Manual inspection if the selected words represent the semantic space suffi-
ciently directly after the clustering; and
. Executing a post-hoc factor analysis after finishingthe main study.
Which method is used depends on the context, but no study has yet compared the
two different methods with each other.
4.2.5. Compiling data: After the relevant words have been collected and rated on
the semantic scales, the number of words selected is reduced in a way that the re-
maining words represent the semantic space properly. The outcome from this step
is a list containing the rankings of the selected words against the artefacts used for
each participant. This can be stacked in a three dimensional matrix, as presented
in figure 8.
Figure 8. Raw store data matrix, obtained when a group of subjects (x-axis) judges a sample
of concepts (y-axis) against a set of semantic scales (z-axis). Each cell contains a number
from 1–7, representing the judgement of a particular concept on a particular scale by a single
subject (adapted from Osgood and Suci (1969)).
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4.3.1. Manual collection of product properties and selection: The most common
variant in every designing process is the manual collection and selection of the
product attributes made by the product designer alone. In complex matters, tech-
nical aids can be used, like fish-bone diagrams, etc. However, in the end it is the
designer’s experience and intuition that decide which product parameters will be
taken into account. The quality of the result depends on factors like the designer’s
experience, the company structure or the product’s maturity.
4.3.2. Using quality tools in product development: When working in the early
stages of a project, the product specifications are usually not fixed. So, designers
work more holistically and in teams. All their opinions could contain a potential
benefit, and everybody’s knowledge should be included in the future product.
224 S. T. W. Schütte et al.
Figure 9. Spanning the space of product properties, broken down into three steps
(inspired by Nagamachi (1997) and Osgood and Suci (1969)).
Figure 10. Possible tools for spanning the space of product properties.
Quality techniques can provide a variety of different tools, which can be used to
achieve this.
In this case, an affinity diagram (Klefsjö et al. 1999) can be applied, including a
brainstorming phase when collecting the existing parameters and a joint decision
phase containing a ranking and selection of the different solutions.
Kansei Engineering 225
4.3.3. Collection and selection made by using focus group data: In the third alter-
native, the collection and selection processes are separated and supported by two
different tools. In the first step, all the existing product parameters are collected
from different sources like:
. Technical documents,
. Comparisons of competing products,
. Magazines,
. Pertinent literature,
. Manuals,
. Experts,
. Experienced users, and
. Related Kansei studies.
By only using these sources, it would hardly be possible to develop innovative prod-
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. Ideas,
. Visions,
. Concept studies,
. Analysis of the usage of existing products and conclusions drawn, and
. Related product groups.
In the second step, a focus group, consisting of potential users, is asked to choose
desired product properties from a list containing the collected domain properties
(Domain properties are all the properties the product in question could have). A
frequency analysis or pareto diagram over the product traits mentioned reveals their
importance and rank. Figure 11 shows the pareto diagram made for wrist watches. It
can be seen that the type of dial, the material and the colour represent together more
than 80% of all votes.
160 100
140 90
80
120
70
100
60
80 50
60 40
30
40
20
20 10
0 0
Dial Material Colour Strap Accuracy
Figure 11. Pareto diagram, importance of product properties of watches.
226 S. T. W. Schütte et al.
The following products have to possess these parameters. These products will be
used in the synthesis in order to represent the new product’s properties (according to
Nagamachi 1995: items). In many cases, it is not possible to find products corre-
sponding to any item; especially when the item originates from a concept or idea. In
these cases, it is possible to use computer-made images or video-clips. The products
have to be chosen carefully according to the rules of Design of Experiments, other-
wise any ensuring statistical treatment can cause problems.
4.4. Synthesis
In the synthesis step, the Semantic Space and the Space of Properties are linked
together, as displayed in figure 12. For every Kansei word, a number of product
properties are found, affecting the Kansei word. Ishihara et al. (1998) conducted a
study on beer can design. Their results showed that the score of the Kansei Word
‘bitter’ is most affected by the colour of the can and the shape of the logo. In fact, a
black colour in combination with a non-oval logo evoked a strong bitter Kansei,
whereas a white can with an oval logo involved the opposite Kansei.
The research into establishing these links has been one of the core parts of
Nagamachi’s work with Kansei Engineering in the last few years. At present, a
number of different qualitative and quantitative tools are available. Since the incom-
ing data is stacked in a standardized way, every tool can be used, and it is even
possible to use different tools and compare the results afterwards in order to reveal
the best suitable tool.
4.4.1. Qualitative treatments: People working with design are usually aware of
the links between peoples’ impressions and the product traits. They know the tar-
get groups well from different sources and have a ‘sixth sense’ or intuition about
how the products should be designed. This latent knowledge cannot be expressed
and is very difficult to communicate. By providing data from the previous steps,
the experts become able to share their knowledge with their colleagues and in that
way create a new awareness. QFD uses almost the same principles when linking
Item2
Kansei Word 2 Item 1
Kansei Word 1 Item 3 Item 4
the customers needs to the metrics in the house of quality (Nagamachi, Ishihara
and Nishino 2001, Personal communication). In a Kansei Engineering context,
this procedure is called Kansei Engineering Type I.
4.4.2. Statistical treatment: In many cases, experts are more aware of the user’s
demands than the users themselves. On the other hand, users can easily assess
whether a product is suitable in a certain respect or not. Nagamachi (2001) and
his research group have developed a number of different statistical procedures
using different mathematical implements to capture the user’s impression and
make the synthesis independent of expert knowledge. Those are.
. Linear regression (Ishihara 2001);
. General Linear Model (GLM) (Arnold and Burkhard 2001);
. QT1 (Komazawa and Hayashi 1976);
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4.4.3. Test of validity and iterations: At this point of the Kansei procedure, a
model of the Kansei is available, but nothing is said about the validity of this
model. Using Weinreich’s (1958) ideas about the Semantic Space, it is possible to
conduct a factor analysis from the data gathered and compare the results with the
Kansei words delivered from the Semantic Space. As mentioned in section 4.2.1,
the number of output words was deliberately too large. By comparing the result
from the first (after selecting the Kansei words) and the second factor analysis
(after the completed synthesis), it is now possible to spot the words which have no
effect on the Kansei. This is fed back to the Semantic Space and, if an iteration
process is necessary only, when the new words are used.
Theoretically, this procedure can also be used for determining which of the prod-
uct properties is obsolete, but this has not been tested yet. Newly developed models
can be tested with other different products possessing certain product items. By
comparing the predicted value with the data acquired from a new test questionnaire,
the model quality can be determined.
4.4.4. Model building: When the validity tests give a satisfactory result, the data
gathered from the synthesis can be presented as a model. These models are a func-
tion depending on the product properties and predict the Kansei score for a cer-
tain word:
Depending on the tool chosen, the function can be qualitative, linear or non-linear.
228 S. T. W. Schütte et al.
5. Discussion
One of the advantages of Kansei Engineering is the fact that the methods and tools
used are collected from different areas of research. This enables Kansei Engineering
to solve the task in hand using the most suitable methods and makes it flexible for
solving very different problems. However, does this mean that Kansei Engineering is
just a re-combination of already known methods? The authors consider Kansei
Engineering rather as an independent methodology, integrating and complementing
known methods and tools into new units.
In fact, Kansei Engineering relates the research from different areas with each
other and combines the methods to make a new whole. In that way, e.g. Hayashi’s
Quantification Theory (Komazawa and Hayashi 1976) could be connected to
Osgood’s (1969) semantical scales to a indispensable cycle within the Kansei
Engineering process.
Even in practical applications, Kansei Engineering is often seen as an indepen-
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can be the duration of validity of the chosen Kansei words, the target groups, prod-
uct groups, etc.
6. Conclusions
The Kansei Engineering concept introduced in this paper is a synopsis of the
methods and tools used in Kansei Engineering in order to evaluate the relationship
between the individual’s psychological experience of a certain product and its design.
Seen from this perspective, this paper can be understood in a wider sense as a
definition of contemporary Kansei Engineering, allowing the opportunity for further
development. The Key-Figure (figure 5) identifies the different areas in Kansei
Engineering and links the available tools from the different areas to the different
steps.
The adaptation of the different tools to Kansei Engineering can in some cases be
difficult, since many tools used in Kansei Engineering are borrowed from other
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Acknowledgements
The Swedish authors wish to thank Professors Nagamachi, Ishihara and Nishino
from Hiroshima International University for their help and support on many occa-
sions. Moreover, we want to express our thanks to BT Industries for financial sup-
port and providing us with the opportunity to test our theories in practice.
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Linköping University, Sweden. His main field of research is Kansei Engineering in product
development. Together with Jörgen Eklund and Jan Axelsson, Schütte is a member of the
Kansei Engineering Research Group at Linköping University (www.ikp.liu.se/kansei).
Jörgen Eklund received his PhD in Industrial Ergonomics at Nottingham University, UK, in
1986. He is presently a Professor at the Division of Quality and Human–Systems Engineering,
Linköping University, Sweden. He has published over 150 publications in the field of applied
ergonomics, with a focus on industrial production and product design. His research interests
include the borderline between the disciplines quality technology and ergonomics, and also
cover methods for product design. He has long experience working and collaborating with
industry.
Jan Axelsson holds an Associated Professorship in quality and human–systems engineering at
Linköping University, Sweden. He is the current President of the Ergonomics Society of
Sweden (ESS) and Editor in Chief of the Journal of Nordic Ergonomics. He is also a board
member of the Nordic Ergonomics Society (NES) as well as the Swedish Association for
Quality (SFK). In the International Ergonomics Association, he represents NES in the council
and is a member of the technical and scientific committee on Quality Management. With over
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