DIN EN ISO 9241-129-2011 Ergonomics of human-system interaction - Part 129 Guidance on software individualization (ISO 9241-129 2010) German version EN ISO 9241-129 2010《人机交互的人类工效学.pdf

1、March 2011 Translation by DIN-Sprachendienst.English price group 22No part of this translation may be reproduced without prior permission ofDIN Deutsches Institut fr Normung e. V., Berlin. Beuth Verlag GmbH, 10772 Berlin, Germany,has the exclusive right of sale for German Standards (DIN-Normen).ICS

2、13.180; 35.080!$n9T“1752249www.din.deDDIN EN ISO 9241-129Ergonomics of human-system interaction Part 129: Guidance on software individualization (ISO 9241-129:2010)English translation of DIN EN ISO 9241-129:2011-03Ergonomie der Mensch-System-Interaktion Teil 129: Leitlinien fr die Individualisierung

3、 von Software (ISO 9241-129:2010)Englische bersetzung von DIN EN ISO 9241-129:2011-03Ergonomie de linteraction homme-systme Partie 129: Lignes directrices relatives lindividualisation des logiciels(ISO 9241-129:2010)Traduction anglaise de DIN EN ISO 9241-129:2011-03www.beuth.deDocument comprises pag

4、esIn case of doubt, the German-language original shall be considered authoritative.5803.11 DIN EN ISO 9241-129:2011-03 2 National foreword This standard has been prepared by Technical Committee ISO/TC 159 “Ergonomics”, Subcommittee SC 4 “Ergonomics of human-system interaction”, Working Group WG 5 “S

5、oftware ergonomics and human-computer dialogues” in collaboration with Technical Committee CEN/TC 122 “Ergonomics” (Secretariat: DIN, Germany). The responsible German body involved in its preparation was the Normenausschuss Ergonomie (Ergonomics Standards Committee), Joint Working Committee NA 023-0

6、0-04-05 GAK Gemeinschaftsarbeitskreis NAErg/NIA; Benutzungsschnittstellen. ISO 9241 was originally developed as a seventeen-part International Standard on the ergonomics requirements for office work with visual display terminals. As part of the standards review process, a major restructuring of ISO

7、9241 was agreed to broaden its scope, to incorporate other relevant standards and to make it more usable. The general title of the revised ISO 9241, “Ergonomics of human-system interaction”, reflects these changes and aligns the standard with the overall title and scope of Technical Committee ISO/TC

8、 159, Subcommittee SC 4. The revised multipart standard is structured as series of standards numbered in the “hundreds”: the 100 series deals with software interfaces, the 200 series with human centred design, the 300 series with visual displays, the 400 series with physical input devices, and so on

9、. The DIN Standard corresponding to the International Standard referred to in this document as follows: ISO 9241-171 DIN EN ISO 9241-171 National Annex NA (informative) Bibliography DIN EN ISO 9241-171, Ergonomics of human-system interaction Part 171: Guidance on software accessibility isEUROPEAN ST

10、ANDARD NORME EUROPENNE EUROPISCHE NORM EN ISO 9241-129 November 2010 ICS 13.180; 35.180 English Version Ergonomics of human-system interaction Part 129: Guidance on software individualization (ISO 9241-129:2010) Ergonomie de linteraction homme-systme Partie 129: Lignes directrices relatives lindivid

11、ualisation des logiciels (ISO 9241-129:2010) Ergonomie der Mensch-System-Interaktion Teil 129: Leitlinien fr die Individualisierung von Software (ISO 9241-129:2010) This European Standard was approved by CEN on 14 November 2010. CEN members are bound to comply with the CEN/CENELEC Internal Regulatio

12、ns which stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member. T

13、his European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions. CEN me

14、mbers are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spai

15、n, Sweden, Switzerland and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG Management Centre: Avenue Marnix 17, B-1000 Brussels 2010 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Me

16、mbers. Ref. No. EN ISO 9241-129:2010: EContents Page Foreword4 Introduction .5 1 Scope 6 2 Normative references 6 3 Terms and definitions .7 4 Conformance8 5 Framework for applying this part of ISO 9241 8 6 Introduction to individualization 9 6.1 The role of individualization .9 6.2 When to provide

17、the capability for individualization .10 6.3 Limitations on the provision of individualization.11 6.4 Initiation of individualization 11 7 General guidance on individualization11 7.1 Accessibility.11 7.2 Controllability.12 7.3 Detectability13 7.4 Consistency14 7.5 Usability of individualization resu

18、lts and features.14 8 Stages of individualization .14 8.1 Initiation of individualization 14 8.2 Deciding on individualization actions .15 8.3 Changing system and context16 9 Configuration, settings and defaults .16 9.1 Configuration and reconfiguration 16 9.2 Usability of configuration and reconfig

19、uration 17 9.3 Guided configuration and reconfiguration .19 9.4 Default settings20 10 Supporting individual users .21 10.1 User profiles .21 10.2 User management of profiles .22 10.3 Automatic profile acquisition .23 10.4 Portability of profiles.24 10.5 Providing training and help on use individuali

20、zation 24 11 Individualizing interface components .25 11.1 General guidance on individualizing interface components 25 11.2 Individualizing visual media .26 11.3 Individualizing auditory media .27 11.4 Individualizing tactile media .27 11.5 Individualizing temporal aspects of media .28 12 Individual

21、izing interaction activities28 12.1 Supporting user creation and use of stored interaction sequences28 12.2 Providing user control of security options .29 12.3 User guidance 29 12.4 On-line help 29 EN ISO 9241-129:2010 (E) DIN EN ISO 9241-129:2011-03 2 13 Individualizing content30 13.1 General .30 1

22、3.2 Cultural and linguistic variations.31 Annex A (informative) Overview of the ISO 9241 series .32 Annex B (informative) Factors to consider when designing individualizations.33 Annex C (informative) Sample procedure for assessing applicability and conformance.41 Bibliography54 EN ISO 9241-129:2010

23、 (E) DIN EN ISO 9241-129:2011-03 3 Foreword This document (EN ISO 9241-129:2010) has been prepared by Technical Committee ISO/TC 159 “Ergonomics” in collaboration with Technical Committee CEN/TC 122 “Ergonomics” the secretariat of which is held by DIN. This European Standard shall be given the statu

24、s of a national standard, either by publication of an identical text or by endorsement, at the latest by May 2011, and conflicting national standards shall be withdrawn at the latest by May 2011. Attention is drawn to the possibility that some of the elements of this document may be the subject of p

25、atent rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,

26、Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Endorsement notice The t

27、ext of ISO 9241-129:2010 has been approved by CEN as a EN ISO 9241-129:2010 without any modification. EN ISO 9241-129:2010 (E) DIN EN ISO 9241-129:2011-03 4 Introduction Individualization is used in a wide variety of ways to enhance applications both for users and for branding of the applications th

28、emselves. The wide variety of different implementations includes many instances where individualization creates considerable challenges for the users that it ought to be helping. This becomes an even greater challenge when users have to deal with different individualization approaches in each of the

29、 several applications that they use. The purpose of this part of ISO 9241 is to provide guidance on the application of software individualization in order to achieve as high a level of usability as possible. Thus it addresses individualization as the modification of interaction and presentation of i

30、nformation to suit individual capabilities and needs of users. Individualization enables support of a wide range of users, tasks, and contexts of use. It is particularly useful in increasing accessibility (which is discussed in ISO 9241-171). On the one hand, ISO 9241-110 provides general guidance o

31、n individualization, identifying it as one of the seven dialogue principles that are important for the design and evaluation of interactive systems. On the other hand, this part of ISO 9241 provides considerably more detail on the ergonomic use of individualization. This part of ISO 9241 addresses b

32、oth user-initiated and system-initiated individualization. It encompasses the concepts of configuration, customization, adaptivity, adaptation, profiling, and internationalization. It serves the following types of users: designers of user-interface development tools and style guides to be used by in

33、terface designers; user-interface desig ners, who will apply the guidance during the development process; developers, who will apply the guidance during the de sign and implementation of system functionality; system administrators responsible for im plementing solutions to meet end-user needs; buyer

34、s, who will reference this part of ISO 9241 during product procurement; evaluators, who are responsible for ensuring that products are in accordance with this part of ISO 9241. The ultimate beneficiary of this part of ISO 9241 will be the end-user of the software. Although it is unlikely that end-us

35、ers will read this part of ISO 9241, its application by designers, developers, buyers and evaluators ought to provide user interfaces that are more usable through the use of individualization. This part of ISO 9241 concerns the development of software for user interfaces. However, those involved in

36、designing the hardware aspects of user interfaces may also find it useful when considering the interactions between software and hardware aspects. EN ISO 9241-129:2010 (E) DIN EN ISO 9241-129:2011-03 5 1 Scope This part of ISO 9241 provides ergonomics guidance on individualization within interactive

37、 systems, including recommendations on where individualization might be appropriate or inappropriate, and how to apply individualization. It focuses on individualization of the software user interface to support the needs of users as individuals or as members of a defined group. It does not recommen

38、d specific implementations of individualization mechanisms. It provides guidance on how the various aspects of individualization are made usable and accessible, but does not specify which individualizations are to be included within a system. NOTE Individualizations depend on the specific context of

39、 use for which an interactive system is to be designed and/or used, and need to be developed for that specific context of use. This part of ISO 9241 is not intended to be used in isolation. It deals only with individualization within the context of designing a complete software system. It is intende

40、d to be used with ISO 9241-110 and any other parts in the ISO 9241 series applicable to the design of the intended system. Some of its guidance can also be applied to hardware user interfaces and user interfaces that combine software and hardware. 2 Normative references The following referenced docu

41、ments are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 9241-171, Ergonomics of human-system interaction Part 171: Guidance on sof

42、tware accessibility ISO/IEC 24786, Information technology User interfaces Accessible user interface for accessibility settings EN ISO 9241-129:2010 (E) DIN EN ISO 9241-129:2011-03 6 3 Terms and definitions For the purposes of this document, the following terms and definitions apply. 3.1 accessibilit

43、y interactive systems usability of a product, service, environment or facility by people within the widest range of capabilities NOTE 1 The concept of accessibility addresses the full range of user capabilities and is not limited to users who are formally recognized as having a disability. NOTE 2 Th

44、e usability-oriented concept of accessibility aims to achieve levels of effectiveness, efficiency and satisfaction that are as high as possible considering the specified context of use, while paying attention to the full range of capabilities within the user population. ISO 9241-20:2008, 3.1 3.2 con

45、text of use users, tasks, equipment (hardware, software and materials), and the physical and social environments in which a product is used ISO 9241-11:1998, 3.5 3.3 individualization modification of interaction and presentation of information to suit individual capabilities and needs of users ISO 9

46、241-171:2008, 3.17 3.4 preconfiguration configuration of software prior to first use of the software 3.5 predefined user profile profile based on a stereotype or combination of stereotypes NOTE 1 Stereotypes used as the basis of a predefined user profile could include a role, a job function or a gro

47、up membership. NOTE 2 Predefined user profiles are often used to define access privileges to specific web content. ISO 9241-151:2008, 3.20 3.6 profile user profile set of attributes used by the system that are unique to a specific user/user group ISO 9241-151:2008, 3.19 3.7 reconfiguration changing

48、the configuration of software that has already been configured EN ISO 9241-129:2010 (E) DIN EN ISO 9241-129:2011-03 7 3.8 usability extent to which a system, product or service can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified co

49、ntext of use ISO 9241-210:2010, 2.13 3.9 user interface all components of an interactive system (software or hardware) that provide information and controls for the user to accomplish specific tasks with the interactive system ISO 9241-110:2006, 3.9 3.10 user interface element user interface object entity of the user interface that is presented to the user by the software EXAMPLE Text, graphic, control. NOTE 1 User-interface elements can be interactive or not. NOTE 2 Both entities relevant to the task and entities of th