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Special Issue Article

Proc IMechE Part B:


J Engineering Manufacture
1–12
Improvement of user experience using Ó IMechE 2017
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virtual reality in open-architecture sagepub.co.uk/journalsPermissions.nav
DOI: 10.1177/0954405417711736

product design journals.sagepub.com/home/pib

Hao Song1, Fangyuan Chen1, Qingjin Peng2, Jian Zhang1 and Peihua Gu1

Abstract
User experience has a significant impact on the effective product design and improvement, especially for a personalized
product to meet user’s individual need. The development of personalized products requires data from user experience
in the evaluation of the product function and performance. The existing methods of Internet-based interactive platforms
and direct market user surveys cannot provide users full experience of product features. This research proposes a user
interactive system based on virtual reality technologies to provide users a close-real experience in the development of
open-architecture products. The system provides users an interface built on the virtual environment. The users can
review a product design by virtually operating and evaluating the product. The system records users’ operations and
feedbacks for designers to improve the product. Food trucks designed using the open-architecture concept are used as
applications to verify the proposed method. A user survey is conducted to examine the system effectiveness.

Keywords
Product design, virtual reality, open-architecture product, interactive system, user experience

Date received: 17 August 2016; accepted: 2 May 2017

Introduction the time and cost required. Virtual reality (VR) tech-
nologies provide interactive environments for users to
A variety of products in the market can meet different obtain experience that is difficult to have in reality. VR
user requirements, which however increases cost of the systems have been used in product design,3,4 process
product. Open-architecture products (OAPs) were pro- evaluations,5–7 and manufacturing simulations.8,9
posed for a cost-effective solution to meet personalized However, there is a lack of VR applications for the user
needs based on the existing manufacturing mode.1 involvement in product development.
OAPs allow product users to add personalized func- VR integrates technologies of the simulation, com-
tional modules in an original product to meet their puter graphics, human–machine interface, multimedia,
changeable requirements during the product lifespan. sensor and networks. VR hardware includes comput-
The knowledge of users’ needs is essential in the devel-
ers, tracking equipment, and input/output (I/O)
opment of OAPs for the personalized functional mod-
devices. Data gloves are commonly used in the human–
ule.2 The current product development is mainly the
computer interaction of VR systems. Through the fin-
work of industries and product designers. There is not
ger bend and the palm camber, the sensor can capture
enough involvement of users in the process of product
positions and directions of hands for virtual hands to
development. It is therefore necessary to have a new
control virtual objects in virtual environments. Besides
way to allow users to participate in the process of prod-
the visual perception of computer graphics, there are
uct development effectively.
The existing methods provide three ways for users to
involve in the process of product development. They
1
are interactive platforms based on the Internet, the Shantou University, Shantou, China
2
direct product experience, and the survey of product University of Manitoba, Winnipeg, MB, Canada
users, respectively. The first and third methods cannot Corresponding author:
provide the user real experience of product features Qingjin Peng, University of Manitoba, Winnipeg, MB, R3T 5V6, Canada.
fully. The second way cannot be used in a large scale as Email: Qingjin.Peng@umanitoba.ca
2 Proc IMechE Part B: J Engineering Manufacture 00(0)

other sensations in VR systems such as hearing, touch, personalized functional modules of an OAP to meet
feel, and even smell and taste. The motion simulation their individual needs. Big manufacturers produce the
can animate moving of the human head, eyes, gestures, product platform. Development of personalized mod-
or other actions corresponding to participants in a real ules can be conducted by small-sized industries or prod-
environment. Sensing devices support interactions uct users.32 The OAP enable not only users to be the
between users and products. product consumer but also developers of the product by
The development of VR technologies has made a lot allowing them to participate in the design process. An
of progress in recent years with applications in various OAP therefore can result in the improved product per-
fields.10 Using a VR system, virtual human models can formance and reduced product cost to solve problems
be built. With the aid of the track ball, head-mounted in the development of personalized products.33
device (HMD), and data gloves, users can easily under- For industries to develop products using the OAP
stand the structure of a product. The United States concept, a cost-effective tool is required in the develop-
Department of Defense Advanced Research Projects ment and improvement of the product functional mod-
agency has conducted a study called the SIMNET vir- ules with the user involvement.34 Current research
tual battlefield system since the 1980s to provide tank activities in design of the OAP mainly focus on the
joint training; the system can connect more than 200 integration of different methods,35 such as the analysis
simulators.11 VR has applications in manufacturing of functional requirements based on the axiomatic
called virtual manufacturing to investigate the dynamic design,36 and the module division of an OAP based on
process of manufacturing systems.12 VR technologies QFD (Quality Function Deployment) product mod-
have also been used in the interior design, real estate ules.35 Two methods were proposed by Zhang et al.20
development, and industrial simulations.13–15 for the user involvement in product design. The first
One of the purposes in VR applications is to form an method using a network platform cannot provide the
immersive environment to simulate details of a product true experience of users for the product performance.
or process without the manufacturing cost occurred in The users cannot decide whether the product meets
traditional methods.16 VR can improve the product their need accurately. The second method uses VR, but
analysis and validation using digital product models.17 it can only show the result without the process detail of
VR has been used in the product development and users’ involvement. There were no details of informa-
improvement.18 VR can provide users a close-real expe- tion of the user participation. It is therefore necessary
rience in a cost-effective way to involve the users in the to have an effective method to improve the participat-
process.19 Through the visual feedback and product ing degree of users’ involvement in product design.
interaction, users can evaluate a product based on their The evaluation of product assembly and disassembly
requirements.20 The VR technology was used to test operations is also an important content in the OAP design
and verify the performance of products where the most to ensure that the product is easily upgraded by users using
computer-aided design (CAD) systems cannot do.21 A the personalized functional module. VR provides an ideal
lot of efforts have been made by industries and research- tool for this purpose, such as interactive operations in VR
ers to meet users’ needs in products or processes.22 The environments.36 An assembly navigation approach can
user involvement in the design process is the key for cus- support human interactions in virtual environments to
tomized products.23 There are many studies on the user achieve effective virtual assembly path planning.37–40 A
involvement in product design. Zhang et al.20 discussed mixed VR disassembly environment can evaluate disas-
two methods to increase the degree of user involvements sembly sequences in the product development.41 A virtual
in product design using the network platform and VR training system has been used to guide users in assembly
systems. Li discussed the design of personalized toys for operations with haptics and visual fidelity.42
different age users.24 Dai25 introduced an emotional The method proposed in this research develops an
design method to the personalized product design. interactive VR system with functions of the user inter-
Sun26 built an information flow model to study the action, product model processing, function simulation,
involvement of individuals and groups for the product user data recording, and analysis. It provides tools to
innovation. Tang27 studied methods for rapid responses analyze details of users’ involvement in the OAP design.
to the product customization. Wang28 described the The system can not only support users’ participation in
important role of user participations in the product the OAP development but also provide data for OAP
development and innovation. developers to improve the product. It can also be used
The OAP was proposed in the 2013 annual confer- in the operation simulation of upgrading personalized
ence theme report of International Academy for modules. Food trucks designed using the OAP concept
Production Engineering (CIRP) as a new structure of are used in the case study to verify the proposed system.
products. It uses functional modules from different In order to test the effectiveness of the proposed sys-
sources for the product adaptability to meet different tem, a questionnaire survey is conducted by comparing
users’ need.29 An OAP is formed by officially approved users’ experience in the knowledge and operations
public common platforms and privately designed per- before and after using the system. Participants with var-
sonalized modules.30 Characteristics of the OAP were ied ages and genders have no experience of using the
discussed by Zhang et al.31 Users can change VR system and food truck. Both qualitative and
Song et al. 3

different user requirements to experience the prod-


uct functions.
 Product model processing. Product models are
imported into the VR system with different func-
tional modules to be used in product operations.
The product models are stored in a product model
base.
 Function simulation. It performs interactive activi-
ties between users and product models and recog-
nizes users’ requirements and instructs VR system
operations to accomplish different interactions.
 Data recording and analysis. It records the process
of the user involvement and provides the feedback
Figure 1. VR-based user interactive system. to designers for the product improvement. Users’
needs and suggestions for the product improvement
are concluded through the data analysis.
quantitative questions are provided for the participants.
The statistical analysis of the questionnaire reveals that
the VR interactive system provides an ideal tool for User interactive interface
users in learning and experiencing. WorldViz VR devices used in the research for user
interactions with product models are shown in
Figure 2. Users conduct interactive actions of product
VR-based user interactive system evaluations using two projection screens to form a vir-
The proposed system uses VR technologies in the tual simulation environment. The user interactive inter-
design of OAPs to improve the user experience. face is formed using the Python program in a
Interactions are conducted between product models functional style to provide a functional-appearing inter-
and users for the product evaluation and improvement. face as shown in Figure 3. Product models are operated
Figure 1 shows elements of the proposed user interac- by a user in the virtual environment through the inter-
tive system. active process until results are satisfied by the user. The
The system consists of a user interactive interface, a user can choose any part of a product for examinations
product processing module, a function simulation mod- in the process of experience.
ule, and a data recording and analyzing module. Users
operate product models in the virtual environment to
experience the product, which includes the review and Product model processing
operation of product models. Details of the system ele- Product model processing in the system converts prod-
ments are explained as follows: uct models into the function simulation models. The
models are stored in a model base for simulation opera-
 User interactive interface. Users interact with prod- tions. The product models are converted into a data
uct models through VR devices. The interface fol- format used in the VR system. Details are built for
lows users’ commands to display product modules of OAPs required in the simulation, such as
operations using VR functions to accomplish module operations, configurations, and replacements.

Figure 2. VR devices.
4 Proc IMechE Part B: J Engineering Manufacture 00(0)

Figure 3. User interface.

Table 1. Data format and transformation.

Software Format Operation Data content

Step 1 SolidWorks .part ! .sat Modelling Size, shape


Step 2 3ds Max .sat ! .osgb Modularity Color, texture
Step 3 Vizard .osgb Simulation Position, action

Product models available in the system have to meet 4. Operation details of the product, such as driver’s
user selections in the simulation. view of a car, the convenience of car operations,
After different product models are formed for the and driver’s comfort in the car.
interactive need, the system is ready for the user opera- 5. Product’s special performance such as the collision
tion in the virtual environment. Along with applica- effect.
tions of the interactive system, the number of models in
the product model base will continue to increase. It is a
continuous work for product model processing when Function simulation
each time new models are added into the system. Function simulation processes user interactions with
Different product models are dynamically updated by product models. The simulation identifies the user
the model processing for the simulation need in the operation to convert user’s requirements to instructions
product evaluation and improvement. The model for- for VR operations. One of its most important parts is
mat and data contents are listed in Table 1. the motion capture system. The motion capture system
used in this research has a tracking mode with 6 degrees
of freedom, combined with functions of optical track-
Design for user experience ing and inertia positioning to obtain XYZ coordinates
Design for user experience is a key of the system appli- of the motion object and the rotation angles of XYZ
cation. Users can be product designers, current and three directions. The optical motion capture system
potential product users, which require different con- includes Precision Position Tracking (PPT) Wand, PPT
tents of the user experience. Current product users and Processor, PPT Cameras, and PPT Eyes. PPT Wand is
potential users may examine the product functions and a wireless handheld input device with 6 degrees of free-
performances. Designers may experience product dom to browse, navigate, select targets, and has other
details comprehensively including rationality of the interactive operations in the virtual environment com-
product structure and assembly details. Therefore, the bined with PPT trackers. PPT Eye is a small, portable,
design for user experience includes following contents: wireless motion tracking device that can be installed by
users. When it is used with WorldViz PPT action sys-
1. Different user preferences in product colors and tem, users can browse the product model in the VR sys-
shapes for product’s appearance. tem. PPT Processor is mainly used to process the
2. Product assembly and disassembly for user opera- tracking data and transmit data in the VR system.
tions and for designers to develop the product. The response speed and precision of the function
3. Rationality of product structure and characteristics simulation affect the simulation reality directly. The
of the structure by observing structure of a product Vizard VR package has the infrastructure built on
for upgrading product function modules. Open GL high-performance image processing software
Song et al. 5

to realize the rapid and efficient virtual environment Data analysis can identify the user personalized need
rendering. Users wear three-dimensional (3D) glasses for the product improvement, especially for persona-
and PPT Eyes, holding a PPT Wand in the simulation lized function modules.
environment to have the product experience. In the During the user experience, the system automatically
operation, the simulation processes interactions in real generates two types of documents. One is for the level
time between product models and users according to of user’s satisfaction and the time used in the system
the simulation requirement. The simulation is pro- operation. The other document is the process of prod-
cessed by a rendering system before the visualization is uct operations. Accurate locations of the tracker are
projected onto screens. Different interactions can be recorded in the simulation. These data are used to ana-
conducted between the user and VR system in the lyze users’ experience for designers to identify potential
simulation process. The interactive process is recorded problems in the design improvement.
in the computer for the further analysis.

The system implementation


Data recording and analysis The system is implemented using the computer Python
Data recording and analysis record the process of language under the WorldViz VR system. Figure 4
user’s participations and operation details and analyze shows the program flowchart. When the program
data for suggestions of user’s needs and the product starts, the configuration runs to connect VR devices
improvement. The process supports the product data such as the PPT Wand and glasses. A VR interface
recording in the simulation process. The data recorder shows to the user for operations. The system then loads
uses the VR motion capture system. In the operation in models for the user to operate the product in the VR
process, data recorded can be real time displayed on environment. The system data flow contains series-
the screen. It can also generate a list of the data and parallel data with the unidirectional and bidirectional
show locations of the operating part. The recorded flows in the interactive system. The data interact with
data are classed into different groups for the analysis. various product models. For example, the function

Figure 4. Flowchart of the system.


6 Proc IMechE Part B: J Engineering Manufacture 00(0)

simulation passes the data according to user’s opera- assembly and disassembly to check the feasibility of
tions to the computer, and then the computer controls upgrading modules or train operators as shown in
the user interactive interface to generate operations. In Figure 7.
the process, the data mainly flow between product
models and components in the computer, at the same
Experience in the rationality of product structure and character-
time, the computer will pass results to the user through
istics of the structure. This operation observes the prod-
the user interactive interface. After that, the data flow
uct structure for upgrading product functional
is mainly from the product model processing to the
modules. Users can select a variety of personalized
simulation operation. The simulation handles data to
modules according to the individual requirements in
show results through the user interface. Some data flow
the VR environment. The PPT Wand is used to operate
from the simulation to data recording and analyzing
various kinds of kitchen appliances. An object becomes
processes.
the light green when a virtual hand is closed to the
object. The selected object can be moved with the vir-
Case study tual hand when the user presses a trigger of the wand.
The user releases the trigger key when the object is
Food trucks have a variety of structures to offer differ-
reached the specified location. Figure 8 shows the selec-
ent functions based on the food for sales. There are over
tion and placement of personalized function modules.
5000 food trucks providing 1.2 million different kinds
of meals a day from halal food to hot dogs in streets of
New York at the end of year 2015.27,30 There is also an Experience in the product operation. Users can experience
increasing demand for food trucks in China to meet dif- the food truck in the operation simulation. User’s per-
ferent needs. For requirements of consumers and regu- spective is fixed in driver’s position but the angle of
lators, the design and production of food trucks using view can be changed. The user can experience driving
the open-architecture concept provides an ideal solution the food truck through controlling moving directions.
for the fast food industry. At the same time, the driving speed can be adjusted.
The food truck is proposed as a typical OAP using Figure 9 shows the simulation of different driving
common platform modules, customized function mod- speeds.
ules, and personalized modules as shown in Figure 5.
Parts formed by chassis, motor, and steering systems
are common platform modules applied for all different Experience in product’s performance in some special
food trucks, made by original manufacturers. They will needs. The truck performance can be simulated in
not be changed in the product use phase. The custo- some special circumstances, such as colliding objects.
mized function modules are parts of the truck body Based on the quality, density, friction coefficient, accel-
including the truck body, doors and windows, and so eration of gravity, and other physical quantities of the
on, which can be customized by users with the manu- truck and objects, the user can see different collision
facturer. The body can have different shapes and col- effects by setting different physical quantities. Figure
ors. Personalized function modules include cabinets, 10 shows a screenshot of the simulation.
grills and gas tanks, and so on. These personalized Therefore, users can have an in-depth understanding
modules can be produced by different manufacturers of the food truck performance using the proposed
or supplied by users. The combination of these modules interactive system, which enhanced the user participa-
forms a personalized food truck based on user’s prefer- tion in the product design process. When a user experi-
ence to meet user’s individual need. A user can experi- ences the product, the interactive system records a
ence a variety of product performances in the proposed series of data, such as users’ selections of the custo-
system through the interactive operation proposed in mized function modules and corresponding colors,
this research. locations of the personalized modules in the system.
Designers can clearly understand the user needs based
on these data and then design a food truck to meet the
Experience in different user preferences in product colors and user’s requirement.
shapes for product’s appearance. A user can select differ-
ent shapes and colors of the food truck according to
the individual need. The user observes the shape and System evaluation
color of the truck from different distances and perspec- A questionnaire survey method is used to evaluate the
tives in the VR environment. The color and shape can effectiveness of the proposed system by comparing
be changed using the VR device wand. There are six users’ experience before and after using the interactive
colors designed for the truck. The color of different system. Prior to the experiment, 15 participants with
parts can be changed by the user as shown in Figure 6. varied ages and genders were given a brief verbal intro-
duction to the experiment. Due to the lack of knowl-
Experience in product assembly and disassembly. The food edge on the VR-based interactive system, the
truck and its modules can be simulated for the participants were provided a training program of the
Song et al. 7

Figure 5. Food trucks and function modules.

system to learn the PPT Wand and system operations. Using the statistical analysis in the SPSS software,
They were then asked to experience the product model the Cronbach’s alpha is calculated to test reliability and
in the system and then to complete a questionnaire internal consistency for rating questions in the ques-
about their experience of the food truck. In the ques- tionnaires. The t-test is used to find the statistically sig-
tionnaires listed in Appendix 1, the subjects were asked nificant difference of mean scores between before and
to give scores (ranging from 0 for ‘‘unknown’’ to 100 after using the system. Through the data analysis, both
for ‘‘well known’’) about the experience. Data collected of questionnaires get a high Cronbach’s alpha (0.733)
from the questionnaires are analyzed to evaluate the and (0.8233), respectively, which means that the scale of
system performance. In addition, the subjects were also the questions has a high level of the reliability and inter-
asked to comment advantages and disadvantages of the nal consistency in the both questionnaires. Figure 11
system. shows one of the results.
8 Proc IMechE Part B: J Engineering Manufacture 00(0)

Figure 6. Selection of shapes and colors.

Figure 7. Simulation of the assembly and disassembly.

Figure 8. Selection and placement of personalized function Figure 9. Experience in different driving speeds.
modules.

Figure 12 shows the mean scores, difference of two Table 2 displays scores of Question 2 about the expe-
mean scores, and quantity of subjects of Question 1 in rience of assembly and disassembly of the food truck
the two questionnaires. It is to test users’ experience in and shows scores of Question 3 about the experience
colors and shapes for the food truck. A statistically sig- degree of the structure for the food truck. There is a sta-
nificant difference was found before and after the expe- tistically significant effect of the interactive system on
rience of the interactive system, p-value \ 0.05. the both understanding of the food truck configuration,
Therefore, it indicates that the users’ experience for the p \ 0.05, and learning of the assembly and disassem-
food truck has been significantly improved after using bly, p \ 0.05. Therefore, the results suggest that users
the system. acquire not only understanding of the food truck
Song et al. 9

catch the certain virtual parts accurately and quickly in


the operation using the VR device.
In conclusion, the statistical analysis reveals that the
proposed system in this research creates an effective
learning and experiencing environment, which signifi-
cantly improves user involvements in the product
design and evaluation. The majority of participants
agree that the VR-based system provides a user-
friendly, cost-effective, safe, and highly interactive
learning and experiencing environment.

Conclusion
Figure 10. Simulation of the collision. It is essential for designers to understand users’ require-
ments and changeable demands in the development of
personalized products. An effective user interface is
structure but also experience of assembly and disassem- important for users to experience product in the prod-
bly of the food truck. uct development and improvement. Current practices
For Questions 4 and 5 in Table 2, the former is for of the product development are mainly the work of
the cognition degree of operating food trucks and the product developers. There is a lack of users’ involve-
latter is to evaluate users’ cognition performance in ments in the process. VR technologies provide a close-
some special needs for food trucks. It reveals that users real environment to improve the user participation in
got understanding of the operation, p \ 0.05, and per- the product development. VR enables users to involve
formance, p \ 0.05, through the interactive system. a design process and evaluate the product performance
In the open questions, 80.0% of participants com- for their requirements, which provides an ideal tool for
ment that the interactive system creates a friendly and the OAP design to achieve the personalized product
realistic-learning environment and an almost truly performance with the reduced cost. The goal of this
experiencing environment. Using a wand to operate the research was the development of a VR-enable user
virtual food truck largely increases the learning and interactive system to improve user’s involvement in the
experience interest. Some of them also proposed that it OAP development. The proposed system considered
would be more confident to operate the food truck the need in the user experience of a product. The user
through the interactive system training. However, interactive system provides functions of the user inter-
55.3% of participants mentioned that it is not easy to action to product models, the process simulation, and

Figure 11. Cronbach’s alpha of Question 1.


10 Proc IMechE Part B: J Engineering Manufacture 00(0)

Figure 12. The t-test result of Questionnaire 1.

Table 2. T-test results of Questions 2, 3, 4, and 5.

Mean (before) Mean (after) Mean (difference) N p

Question 2 40.27 71.47 31.2 15 \ 0.05


Question 3 48.00 64.60 16.6 15 \ 0.05
Question 4 46.73 70.60 23.867 15 \ 0.05
Question 5 40.00 57.00 17.0 15 \ 0.05

user data process for details of users’ involvement. The publication of this article: The authors wish to
system can support both the user participation and acknowledge that this research has been supported by
product developers for their different needs in the prod- the National Natural Science Foundation of China
uct development. It can also be used in the operation (Grant No. 51375287, 51505269) and Discovery Grants
simulation of upgrading personalized modules. The (RGPIN-2015-04173) of the Natural Sciences and
user survey shows the archived goal of the proposed Engineering Research Council (NSERC) of Canada.
system.
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12 Proc IMechE Part B: J Engineering Manufacture 00(0)

40. Ng LX, Wang ZB, Ong SK, et al. Integrated product After the experience of the VR-based interactive sys-
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environment. Assembly Autom 2013; 33(4): 345–359. ‘‘unknown’’ to 100 for ‘‘well known’’:
41. Wang CG, Mitrouchev P, Li GQ, et al. Disassembly
operations’ efficiency evaluation in a virtual environ-
ment. Int J Comput Integ M 2016; 29: 309–322. 1. The cognition degree of colors and shapes for food
42. Jiang W, Zheng JJ, Zhou HJ, et al. A new constraint- trucks.
based virtual environment for haptic assembly training. 2. The cognition degree of the assembly and disas-
Adv Eng Softw 2016; 98: 58–68. sembly for food trucks.
3. The cognition degree of the structure for food
trucks.
Appendix 1
4. The cognition degree of the use process for food
Before using the VR-based user interactive system, trucks.
please mark following questions from 0 for ‘‘unknown’’ 5. The cognition degree of performance in some spe-
to 100 for ‘‘well known’’: cial needs for food trucks.

1. The cognition degree of colors and shapes about


Open-ended questions are as follows:
food trucks.
2. The cognition degree of the assembly and disas-
sembly for food trucks. 1. What did you enjoy the most in using the virtual
3. The cognition degree of the structure for food reality (VR) interactive system?
trucks. 2. What did you enjoy the least in using the VR inter-
4. The cognition degree of the use process for food active system?
trucks.
5. The cognition degree of performance in some spe-
cial needs for food trucks.

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