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Qualified Affordance-based Design PDF

167 Pages·2017·5.35 MB·English
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Clemson University TigerPrints All Theses Theses 5-2012 Qualified Affordance-based Design Jun Hu Clemson University, [email protected] Follow this and additional works at:https://tigerprints.clemson.edu/all_theses Part of theMechanical Engineering Commons Recommended Citation Hu, Jun, "Qualified Affordance-based Design" (2012).All Theses. 1171. https://tigerprints.clemson.edu/all_theses/1171 This Thesis is brought to you for free and open access by the Theses at TigerPrints. It has been accepted for inclusion in All Theses by an authorized administrator of TigerPrints. For more information, please [email protected]. QUALIFIED AFFORDANCE-BASED DESIGN A Thesis Presented to the Graduate School of Clemson University In Partial Fulfillment of the Requirements for the Degree Master of Science Mechanical Engineering by Jun Hu May 2012 Accepted by: Dr. Georges M. Fadel, Committee Chair Dr. Joshua D. Summers Dr. Gregory M. Mocko Dr. Jonathan R.A. Maier ABSTRACT Function-based approaches are taught by the engineering design community and implemented in practice. The most significant advantage of these approaches is that they can guide the designers to abstract the essential problems from the design requirements, build the function-based models, and consequently provide the direction of the solution. However, due to the lack of a consistent scientific definition on the meaning of the function, these approaches may be contradictory when representing human-centered aspects, features, and non-physical purposes. To address this issue, design researchers have pursued two general directions: (1) broadening the meaning of function and (2) introducing an alternative scientific concept such as “affordance” or “wirk” to compensate for the weaknesses of the functional descriptions. Research on affordance is the focus in this thesis. Although the term affordance has been introduced in design methodology, some significant details like representation, categorization, and application into mechanical design still need to be further studied. Therefore, this thesis starts by analyzing the ambiguity of function in design to support the necessity of involving affordances, and then reviews and compares the usages of affordance in Human-Computer Interaction (HCI), Artificial Intelligence (AI), design, psychology, and philosophy. The research opportunities are identified from the review and the comparison of the various approaches. One of the opportunities is to qualify the affordance-based design. Therefore, a new categorization of affordances applicable for product design is proposed, including doing and happening Artifact-Artifact Affordances ii (dAAA and hAAA), doing and happening Artifact-Environment Affordances (dAEA and hAEA), and doing and happening Artifact-User Affordances (dAUA and hAUA). iii DEDICATION To my parents iv ACKNOWLEDGMENTS First, I don‟t know what words can express my gratitude to Dr. Georges Fadel for his wise guidance and continuous patience during my study and research over the past two years. He is always willing to help when my research encounters a bottleneck. It has been a pleasure to work with him and I believe that I have learned a lot from him. I also take this opportunity to thank Dr. Jonathan Maier and Dr. Paolo Guarneri for sharing their ideas in the early stage of my research and later on helping identify the problems in my proposal ahead of this thesis. I would also like to thank Dr. Joshua Summers and Dr. Gregory Mocko for supporting me throughout this research. I would also say thank you to all the student members of the Clemson Engineering Design Application and Research (CEDAR) group. I always obtained bright sparks from the teamwork in the group. I especially cherish the time cooperating with Manh Tien Nguyen visiting CEDAR from the Technical University of Munich. We worked in the same area for half a year and discussed a lot on the research. In addition, I am grateful to Dr. Jiquan Yang from Nanjing Normal University and Dr. Sabrish Babu and his group from the School of Computing at Clemson University for their significant and unselfish help during the building of the VR treadmill. I want to also thank Ms. Barbara Ramirez from the Department of English at Clemson University for correcting my English writing in this thesis. Last but not least, I dedicate this thesis with love and gratitude to my parents for their unwavering support in the past twenty five years. v TABLE OF CONTENTS ABSTRACT ....................................................................................................................... ii DEDICATION.................................................................................................................. iv ACKNOWLEDGMENTS ................................................................................................ v TABLE OF CONTENTS ................................................................................................ vi LIST OF TABLES ......................................................................................................... viii LIST OF FIGURES .......................................................................................................... x CHAPTER 1: INTRODUCTION................................................................................. 1 1.1 Motivation ................................................................................................................. 1 1.2 Thesis overview ......................................................................................................... 2 CHAPTER 2: CONCEPTS REVIEW ......................................................................... 4 2.1 Function .................................................................................................................... 4 2.2 Affordance ............................................................................................................... 12 CHAPTER 3: QUESTIONS AND HYPOTHESES ................................................. 35 CHAPTER 4: CATEGORIZING AFFORDANCES FOR DESIGN...................... 38 4.1 Building the spreadsheet of affordances ................................................................. 38 4.2 Evaluating the current schemes .............................................................................. 40 4.3 Proposing a new scheme for product design .......................................................... 54 4.4 The affordance-based interaction models ............................................................... 63 4.5 Summary ................................................................................................................. 71 CHAPTER 5: CONCLUSIONS AND FUTURE WORK ........................................ 72 5.1 Research Contributions .......................................................................................... 72 5.2 Answering the Research Question .......................................................................... 73 5.3 Research Results ..................................................................................................... 74 5.4 Future Research Opportunities ............................................................................... 74 vi APPENDIX A: SPREADSHEET OF SUMMARIZING AFFORDANCES USED IN LITERATURE ................................................................................................................ 76 APPENDIX B: CATEGORIZING THE SUMMARIZED AFFORDANCES BASED ON THE NINE CATEGORIZATION SCHEMES ..................................................... 90 APPENDIX C: CATEGORIZING THE SUMMARIZED AFFORDANCES BASED ON THE NEW CATEGORIZATION PROPOSED IN THE RESEARCH ............. 94 APPENDIX D: AFFORDANCES IN THE DESIGN OF A VR TREADMILL ..... 108 D.1 Preprocessing in conceptual design .................................................................... 108 D.2 The mechanical subsystem ................................................................................... 113 D.3 The VR subsystem................................................................................................. 136 D.4 The control subsystem .......................................................................................... 138 D.5 Limitations in the prototype ................................................................................. 143 D.6 Discussion ............................................................................................................ 145 REFERENCES .............................................................................................................. 147 vii LIST OF TABLES Table Page Table 2.1: Example of relevant conjugate variables (Paihès et al., 2010) .......................... 6 Table 2.2: Comparison of affordance as defined by Gibson and Norman (McGrenere and Ho, 2000) .......................................................................................................................... 13 Table 2.3: Affordance representations in Maier and Fadel‟s case studies (2009) of a vacuum cleaner and an automotive window switch ......................................................... 16 Table 2.4: Affordances types (Hartson, 2003) .................................................................. 21 Table 2.5: Affordances structured with the means-end hierarchy (Albrechtsen et al., 2001) ........................................................................................................................................... 22 Table 3.1: Research questions, hypotheses and tasks ....................................................... 37 Table 4.1: The categorizations of affordances in literature .............................................. 40 Table 4.2: Ten collected items are not viewed as affordances ......................................... 42 Table 4.3: Pols‟ four categories of affordances and the corresponding examples (Pols, 2011) ................................................................................................................................. 52 Table 4.4: The statistic results of the new categorization in the spreadsheet ................... 61 Table 5.1: Answers to the research question .................................................................... 74 Table 0.1: Partial requirements list of the VR treadmill ................................................. 109 Table 0.2: Power devices comparison ............................................................................ 115 Table 0.3: Mechanism comparison ................................................................................. 117 viii Table 0.4: Energy-based representation of forces and movements (Paihès et al., 2010) 123 Table 0.5: The situations determine the RMA and TMA of links .................................. 124 Table 0.6: The analysis of hAAAs for the mechanism in Figure 0.9 ............................. 127 Table 0.7: The analysis of hAAAs of the mechanism in Figure 0.19 ............................. 133 Table 0.8: Experiment to test the relationship between PWM values and the speed of the push rod ........................................................................................................................... 140 Table 0.9: Calculate the average W from -8° to 0°, according to the different PWM values from 60% to 100% .......................................................................................................... 143 ix

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psychology, and philosophy. The research opportunities are identified from the review and the comparison of the various approaches. One of the opportunities is to qualify the affordance-based design. Therefore, a new categorization of affordances applicable for product design is proposed, including
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