基于QFD与工效学方法的产品开发与评价技术研究
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摘要
对于用户需求的辨识是产品开发流程中的关键步骤,真实有效的用户需求信息是产品成功的基础,好的设计应当在体现产品基本功能的同时,又能让消费者从中得到愉悦与舒适的体验。在产品整个设计过程中,想要最大程度满足用户需求,两个方面十分关键:一是如何将最大多数顾客显性和潜在的需要恰当转化为设计的初始条件;二是如何将设计要求(初始条件)转化为可用于生产的图纸或文档。因此,设计能否获得成功,取决于于设计者与工程师对于顾客需求的分析和把握,以及如何将用户需求合理恰当地表达到产品特征当中。只有同时解决设计中这两个主要方面,才能制造出真正令顾客满意的产品。
     本文基于以上认识,对现有的产品质量功能开发架构做了改进,将工效学理论融入对于用户需求属性以及产品设计属性的识别当中,更加客观有效地挖掘用户需求信息与产品设计信息,建立了客观工效学实验与主观满意度评测相结合的产品开发体系,并选取了手持电动工具典型产品进行案例应用,验证了方法的有效性,为产品设计师与工程师提供了更为清晰而有效的开发与评价手段。
     本文主要研究内容包括:
     1、基于工效学及用户满意度理论,选择手持电动工具为切入点,更深入对用户需求信息进行辨识,通过因子分析等统计学方法来进行数据分析,优化数据结构,萃取有效变量,最终确立各项用户需求属性的优先度。同时依据经典的满意度模型重新划分用户需求属性类别,建立起面向手持电动工具的多维满意度模型。
     2、选取了手持电钻这一典型产品进行案例应用,利用工效学理论,建立人体变量与产品变量间的相关矩阵,通过专家知识确定相对重要的产品设计属性。同时结合已经确立的用户需求属性进行关联耦合分析,获得了产品设计属性的优先度顺序,明确了相对重要的设计属性要素。
     3、针对手持工具的操作特点,进行了手部抓握操作工效学实验研究,分析了手部压力分布特征以及相关肌群的最大负荷。总结了抓握直径变化对于手部压力分布的影响,同时为后续手持电钻操作实验打下基础。
     4、以手持电钻为例进行了工效学实验研究,利用工效学方法测定了用户在钻孔作业中各项生理指标(尺桡偏角、sEMG、FSRs)与心理指标(Borg负荷量表)的参数变化,同时获得了产品工作效能的相关指标(钻孔速度与精确度)参数,通过数据分析提取了有效的实验数据,对五款产品进行客观评测。
     5、针对产品进行主观满意度评测,进而结合客观工效学实验对相关指标进行替换融合,完成了综合评价体系的构建。通过不同评价指标间的对比分析,对产品进行多维评价,并尝试建立了面向手持电动工具的工效学综合评价系统。
In general, identification of customer needs is the first and the most important step in the development of any product. Reliable and comprehensive user needs is crucial for developing usable products as well as fundamental to market success. How to satisfy user needs, there are two fold characters should be done. First, how to transform most of the user needs to design attributes. Second, how to transform the design attribute to manufacture documents.
     Based on the knowledge above, this thesis developed a multidisciplinary design approach for integrating ergonomics and engineering design technology (QFD). A modified HoQ (House of Quality) matrix adapted from QFD was proposed and utilized to systematically identify the critical ergonomic design elements corresponding to users' functional requirements as well as affective needs. A case study of electric drill design was conducted to demonstrate the applicability of the proposed design methodology. In order to verify the research hypothesis following efforts are performed:
     1. Elicit comprehensive user needs and expectation related to user satisfaction by extensive ergonomics knowledge. Identify user needs and expectations related to user satisfaction and prioritize them by questionnaire and statistical analysis.
     2. Assess the design priority of product attributes of the electric hand tool by correlating weighted user needs with product design attributes. Finally, identify the important ergonomic design elements of electric hand tool regarding to user satisfaction.
     3. Based on the character of electric hand tool, an ergonomics experiment was conducted to analyze the hand force distribute and the sEMG signal. Concluded the influence of grab diameter on FSRs, which was prepared for the ergonomics experiment on electric drill operating.
     4. Evaluate the design attributes of electric hand tools on ergonomic effectiveness in terms of biomechanical, physiological, and psychophysical aspects of user with two experiments. Assess qualitatively the impacts of design attributes of electric hand tool on users' subjective preference or expectation.
     5. Develop an integrated design priority evaluation method by incorporating objective performance measures with subjective evaluation measures so as to identify the overall priority of design alternatives of an electric hand tool.
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