DIN SPEC 33440-2013 Ergonomic design of user-interfaces and products for Smart Grid and Electromobility《智能电网和电移动的用户界面和产品的人体工效学设计》.pdf

1、May 2013 DIN-Normenausschuss Ergonomie (NAErg)DIN-SprachendienstEnglish price group 16No 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 DIN Specificati

2、ons.ICS 13.180; 35.240.99There are various procedures for developing a DIN SPEC: This document has been developed in accordance with the prestandard procedure.!%FR/“2354712www.din.deDIN SPEC 33440Ergonomic design of user-interfaces and products for Smart Grid and ElectromobilityEnglish translation o

3、f DIN SPEC 33440:2013-05Ergonomische Gestaltung von Interaktionsschnittstellen und Produkten fr Smart Grid und ElektromobilittEnglische bersetzung von DIN SPEC 33440:2013-05Design ergonomique des interfaces des utilisateurs et produits de Smart Grids et lectromobilitTraduction anglaise de DIN SPEC 3

4、3440:2013-05www.beuth.deDocument comprises 37 pagesD07.16DIN SPEC 33440:2013-05 2 Contents Page Foreword . 3 Introduction 4 1 Scope 5 2 Normative references 5 3 Terms and definitions 6 4 Fundamental ergonomic goals and principles 8 4.1 Ergonomics General 8 4.2 Ergonomic goals . 9 4.2.1 Usability 9 4

5、.2.2 Ease of operation . 9 4.2.3 Accessibility/“Zugnglichkeit” 9 4.2.4 User experience (joy of use) (see informative Annex B) . 10 4.2.5 Trust (see informative Annex A) 11 5 Application of ergonomic principles and goals to the user interface . 11 5.1 User dialogues. 11 5.1.1 General 11 5.1.2 Suitabi

6、lity for the task . 11 5.1.3 Self-descriptiveness 11 5.1.4 Conformity with user expectations . 12 5.1.5 Suitability for learning . 12 5.1.6 Controllability . 13 5.1.7 Other aspects . 14 5.2 Design and layout of interactive elements (input and output) . 15 5.2.1 Importance . 15 5.2.2 Fundamental proc

7、edure . 15 5.2.3 Compatibility obviousness 15 5.2.4 Selecting the dialogue elements . 19 5.3 Presentation of information 20 5.4 User guidance 21 5.4.1 Language . 21 5.5 Technical documentation . 23 5.5.1 General 23 5.5.2 Language . 23 5.5.3 Product description 24 5.5.4 Operating manuals/instructions

8、 for use/user information 24 6 Development of ergonomic products and services . 25 6.1 Context of use 25 6.1.1 Target population 25 6.1.2 Specification of the functional scope of a product or service 25 6.1.3 Specification of the use environment and possible interferences 25 6.2 Iterative developmen

9、t process . 26 Annex A (informative) Trust . 27 Annex B (informative) User experience “Joy of use” . 28 Annex C (informative) Ease of operation Examples 29 Annex D (informative) Recommendations for the design of operating manuals 31 Annex E (informative) Smart meter grids 33 Bibliography . 37 DIN SP

10、EC 33440:2013-05 3 A comma is used as the decimal marker. Foreword This DIN SPEC has been prepared by Working Group NA 023-00-04-08 GAK of the DIN-Normenausschuss Ergonomie (DIN Standards Committee Ergonomics) and DKE STD 1911 2011. This DIN SPEC, prepared according to the prestandard procedure, is

11、a document which has not yet been published by DIN as a full standard, taking European framework conditions into consideration. The graphical symbols used in this document serve to aid the understanding of the document and are not intended as concrete recommendations for pictorial representation. Fu

12、rthermore, standardized examples can be found in DIN ISO 7000. No draft of this DIN SPEC has been published. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. DIN and/or DKE shall not be held responsible for identifying any or all s

13、uch patent rights. Comments on experience with this DIN SPEC should be sent preferably as a file by email to naergdin.de in the form of a table. The template of this table can be downloaded from www.din.de/stellungnahme; or in paper form addressed to DIN Deutsches Institut fr Normung e. V., Normenau

14、sschuss Ergonomie (NAErg), Am DIN-Platz, Burggrafenstr. 6, 10787 Berlin. DIN SPEC 33440:2013-05 4 Introduction The term “smart grid” refers to future strategies that, taken together, will lead to a new concept of energy supply. Here, the roles of the involved parties (end user, energy supplier, grid

15、 operator, etc.) and their relation to one another will be considerably changed or redefined. Natural and legal persons who purchase energy for their own use should contribute, through their consumption behaviour, towards ensuring that the energy supply system can be used in an optimum manner with t

16、he involvement of volatile energy sources such as wind and solar power. These final consumers can also generate energy themselves and either use it themselves or feed it into the power grid. The components of this energy system include grids, measuring devices (“smart grid meters”) and measuring pro

17、cedures (“smart metering”). Participants in the system include organizations such as energy supply and distribution companies, metering point operators, grid operators, operators of storage facilities and final consumers. These will deal and interact with new intelligent machines and household devic

18、es, as well as intelligent measuring devices for consumed and generated energy, and in the future, with energy storage in the form of electric vehicles (e-mobility). The passive energy consumer will become an active partner in energy networks. This applies to commercial as well as private final cons

19、umers. This document offers guidance for the design of technical facilities and products other than vehicles taking the needs and particularities of the user into consideration. DIN SPEC 33440:2013-05 5 1 Scope This DIN SPEC describes fundamental ergonomic aspects and principles of the human-system

20、interaction that could be relevant in the use and application of technical products and services in the context of the smart grid and electromobility. The document is primarily aimed at manufacturers and suppliers of technical products and services, but can also be helpful in the selection of suitab

21、le products. 2 Normative references The following documents, in whole or in part, are normatively referenced in this document and are indispensable for its application. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (includ

22、ing any amendments) applies. DIN EN 894-4:2010-11, Safety of machinery Ergonomics requirements for the design of displays and control actuators Part 4: Location and arrangement of displays and control actuators DIN EN 61310-1; VDE 0113-101:2008-09, Safety of machinery Indication, marking and actuati

23、on Part 1: Requirements for visual, acoustic and tactile signals DIN EN ISO 26800:2011-11, Ergonomics General approach, principles and concepts (ISO 26800:2011); German version EN ISO 26800:2011*)DIN EN ISO 9241-11:1999-01, Ergonomic requirements for office work with visual display terminals (VDTs)

24、Part 11: Guidance on usability (ISO 9241-11:1998); German version EN ISO 9241-11:1998*)DIN EN ISO 9241-20:2009-08, Ergonomics of human-system interaction Part 20: Accessibility guidelines for information/communication technology (ICT) equipment and services (ISO 9241-20:2008); German version EN ISO

25、9241-20:2009*)DIN EN ISO 9241-110:2006-08, Ergonomics of human-system interaction Part 110: Dialogue principles (ISO 9241-110:2006); German version EN ISO 9241-110:2006*)DIN EN ISO 9241-210:2011-01, Ergonomics of human-system interaction Part 210: Human-centred design for interactive systems (ISO 92

26、41-210:2010); German version EN ISO 9241-210:2010*)DIN ISO 20282-1:2008-10, Ease of operation of everyday products Part 1: Design requirements for context of use and user characteristics (ISO 20282-1:2006) *)Translators note: For the purpose of this translation, the English version was used as a ref

27、erence. DIN SPEC 33440:2013-05 6 3 Terms and definitions For the purposes of this document, the terms and definitions given in DIN EN ISO 26800:2011-11 and the following apply. 3.1 ergonomics human factors scientific discipline concerned with the understanding of interactions among human and other e

28、lements of a system, and the profession that applies theory, principles, data and methods to design in order to optimize human well-being and overall system performance NOTE 1 to entry: This definition is consistent with that given by the International Ergonomics Association from the year 2000. SOUR

29、CE: DIN EN ISO 26800:2011-11, 3.1 3.2 usability extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use SOURCE: DIN EN ISO 9241-11:1999-01, 3.1 3.3 effectiveness accuracy and completeness with w

30、hich users achieve specified goals SOURCE: DIN EN ISO 9241-11:1999-01, 3.2 3.4 efficiency resources expended in relation to the accuracy and completeness with which users achieve goals SOURCE: DIN EN ISO 9241-11:1999-01, 3.3 3.5 satisfaction freedom from discomfort, and positive attitudes towards th

31、e use of the product SOURCE: DIN EN ISO 9241-11:1999-01, 3.4 3.6 ease of operation usability of the user interface of an everyday product when used by the intended users to achieve the main goal(s) supported by the product SOURCE: DIN ISO 20282-1:2008-10, 3.4 3.7 accessibility usability of a product

32、, service, environment or facility by people within the widest range of capabilities NOTE 1 to entry: 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. DIN SPEC 33440:2013-05 7 NOTE 2 to entry: T

33、he 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. SOURCE: DIN EN ISO 9241-20:2

34、009-08, 3.1 3.8 context of use users, tasks, equipment (hardware, software and materials), and the physical and social environments in which a product is used SOURCE: ISO 9241-11:1998, 3.5 3.9 interactive system combination of hardware, software and/or services that receives input from, and communic

35、ates output to, users Note 1 to entry: This includes, where appropriate, packaging, branding, user documentation, on-line help, support and training. SOURCE: ISO 9241-210:2011, 2.8 3.10 user interface all components of an interactive system (software or hardware) that provide information and control

36、s for the user to accomplish specific tasks with the interactive system SOURCE: DIN EN ISO 9241-110:2006-08, 3.9 3.11 user experience persons perceptions and responses resulting from the use and/or anticipated use of a product, system or service Note 1 to entry: User experience includes all the user

37、s emotions, beliefs, preferences, perceptions, physical and psychological responses, behaviours and accomplishments that occur before, during and after use. Note 2 to entry: User experience is a consequence of brand image, presentation, functionality, system performance, interactive behaviour and as

38、sistive capabilities of the interactive system, the users internal and physical state resulting from prior experiences, attitudes, skills and personality, and the context of use. Note 3 to entry: Usability, when interpreted from the perspective of the users personal goals, can include the kind of pe

39、rceptual and emotional aspects typically associated with user experience. Usability criteria can be used to assess aspects of user experience. SOURCE: DIN EN ISO 9241-210:2011-01, 2.15 3.12 final consumer a natural person or a legal person who purchases energy for personal end-use SOURCE: German law

40、 on the energy industry (EnWG): 2011, 3, para. 25 DIN SPEC 33440:2013-05 8 4 Fundamental ergonomic goals and principles 4.1 Ergonomics General The term “ergonomics” has developed from the field of organized work. Ergonomics is the science of the universal principles of human work. The term is derive

41、d from the Greek words ergon (work) and nomos (law, rule). Freely translated, it means “universal laws of work”. The term as currently used is defined in 3.1. This document takes into account ergonomics as defined by the International Ergonomics Society (IEA) in 1988, which deviates from the current

42、 definition in 3.1 in that it is not restricted to work: “The science of ergonomics can be defined as the design of the working environment with the goal of drawing the greatest benefit from human capacity without exceeding human limits.” Ergonomics is concerned with the optimization of efficiency,

43、health, safety and the comfort of humans in human-machine systems in the workplace, at home and when playing. Today, the following ergonomic goals should be taken into consideration when designing products and services in a holistic approach: usability; ease of operation; accessibility; joy of use;

44、trust. Ergonomic principles and rules are to be applied, especially with respect to the user interface, i.e. for user dialogues, user guidance, interactive elements, information representation, documentation. The following are of particular importance for the development of ergonomic products and se

45、rvices: specification of the utilization context with the target population SOURCE: DIN EN ISO 26800:2011-11, definition 2.8, the iterative development process. DIN SPEC 33440:2013-05 9 4.2 Ergonomic goals 4.2.1 Usability In accordance with DIN EN ISO 9241-11, usability is the extent to which a prod

46、uct can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use. The context of use includes users, work tasks, working equipment (hardware, software and materials) and also the physical and social environment in which the p

47、roduct is used. A product or service does not have usability as such, but rather within the respective context of use. Effectiveness is the degree of goal attainment without taking consideration of the associated expenditure and effort, and also without consideration of whether the needs of the user

48、 would be satisfied with that which is attained. Measures of efficiency set the attained degree of effectiveness in relationship to the expenditure of resources (e.g. human performance, time, monetary cost). Both effectiveness and efficiency can be determined without evaluation by the user. Since it

49、 is generally not sufficient to measure the quality of a product solely by its goal attainment and the necessary expenditure for this, the subjective measure of satisfaction has been introduced. The particular aim is that the use of an object should not be associated with a negative impact on the user. 4.2.2 Ease of operation Ease of operation in terms of usability is the ease of use of the user interface of an everyday product. When considering usability, it does not matter whether an observed