ISO/TR 22411:2008
(Main)Ergonomics data and guidelines for the application of ISO/IEC Guide 71 to products and services to address the needs of older persons and persons with disabilities
Ergonomics data and guidelines for the application of ISO/IEC Guide 71 to products and services to address the needs of older persons and persons with disabilities
ISO/TR 22411:2008 presents ergonomics data and guidelines for applying ISO/IEC Guide 71 in addressing the needs of older persons and persons with disabilities in standards development. It provides ergonomics data and knowledge about human abilities — sensory, physical and cognitive — and allergies, as well as guidance on the accessible design of products, services and environments.
Données d'ergonomie et lignes directrices pour l'application du Guide ISO/CEI 71 aux produits et services afin de répondre aux besoins des personnes âgées et de celles ayant des incapacités
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TECHNICAL ISO/TR
REPORT 22411
First edition
2008-09-01
Ergonomics data and guidelines for the
application of ISO/IEC Guide 71 to
products and services to address the
needs of older persons and persons with
disabilities
Données d'ergonomie et lignes directrices pour l'application du Guide
ISO/CEI 71 aux produits et services afin de répondre aux besoins des
personnes âgées et de celles ayant des incapacités
Reference number
ISO/TR 22411:2008(E)
©
ISO 2008
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ISO/TR 22411:2008(E)
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ISO/TR 22411:2008(E)
Contents Page
Foreword .v
Introduction.vi
1 Scope.1
2 Normative references.1
3 Terms and definitions .1
4 General considerations.3
4.1 Need for technical guidance in implementing ISO/IEC Guide 71 in individual standards.3
4.2 Approaches for achieving accessibility.3
4.3 Human abilities data.4
5 Using this Technical Report.4
6 Developing standards — Issues to consider during the standards developing process .4
6.1 General .4
6.2 Definition of the standardization project .4
6.3 Composition of the drafting committee .5
6.4 Content of the standard.5
6.5 Review process .6
6.6 Publication of the standard .6
7 Resolution of contradictory requirements.6
8 Factors to consider with design guidelines .7
8.1 General .7
8.2 Alternative format.7
8.3 Location and layout of information and controls and positioning of handles .17
8.4 Lighting levels and glare .20
8.5 Colour and contrast .22
8.6 Size and style of font and symbols in information, warnings and labelling of controls .24
8.7 Clear language in written or spoken information .27
8.8 Graphical symbols and illustration .31
8.9 Loudness and pitch of non-spoken communication.33
8.10 Slow pace of information presentation .33
8.11 Distinctive form of product, control or packaging.35
8.12 Ease of handling.36
8.13 Expiration date marking.50
8.14 Contents labelling and warning of allergens.51
8.15 Surface temperature.52
8.16 Accessible routes.52
8.17 Logical process .58
8.18 Surface finish.61
8.19 Non-allergenic/toxic materials .62
8.20 Acoustics.63
8.21 Fail-safe .64
8.22 Ventilation .65
8.23 Fire safety of materials .65
9 Ergonomic data on human abilities and the consequences of impairment.65
9.1 General .65
9.2 Sensory abilities .66
9.3 Physical abilities.96
9.4 Cognitive abilities.125
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ISO/TR 22411:2008(E)
9.5 Allergies.131
Annex A (informative) Principles of accessible design.134
Annex B (informative) Data on spectral sensitivity of the eye as a function of age and application.136
Annex C (informative) Visual acuity data as a function of viewing distance for different age
groups.140
Annex D (informative) Span of fundamental colours .144
Annex E (informative) Cases of allergy.148
Bibliography .154
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ISO/TR 22411:2008(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International Standards is normally carried out through ISO
technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
In exceptional circumstances, when a technical committee has collected data of a different kind from that
which is normally published as an International Standard (“state of the art”, for example), it may decide by a
simple majority vote of its participating members to publish a Technical Report. A Technical Report is entirely
informative in nature and does not have to be reviewed until the data it provides are considered to be no
longer valid or useful.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO/TR 22411 was prepared by Technical Committee ISO/TC 159, Ergonomics.
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ISO/TR 22411:2008(E)
Introduction
This Technical Report is intended to help standards developers understand the accessible design principles of
ISO/IEC Guide 71 and implement them into individual standards by providing design considerations and
ergonomic data related to human abilities. While this Technical Report was written primarily for standards
developers, it is recognized that much of the information is technical in form and committees are advised to
seek technical advice on the interpretation of such data where relevant expertise is not available within the
committee. In addition to its application by standards developers, this Technical Report could also be useful to
manufacturers, designers, service providers, educators and others.
ISO/IEC Guide 71 stresses the concept that taking care of the needs of older persons and persons with
disabilities is important in developing relevant International Standards. The underlying idea is that products,
services and environments encountered in all aspects of daily life and intended for the consumer market and
the workplace should be designed to be accessible for all people including those with special requirements,
such as older persons and persons with disabilities. This idea, called accessible design, has been spreading
all over the world. Some regional and national standard bodies have adopted the ISO/IEC Guide 71 as their
own standard or guidance.
ISO/IEC Guide 71 has successfully addressed the importance of being aware of the needs of older persons
and persons with disabilities. For seven design fields it provides structured tables of factors and human
abilities that need to be considered in designing products and services. Its tables are intended to also direct
the attention of standards developers to these factors when they draft or revise standards. However,
ISO/IEC Guide 71 does not exhaustively describe how to consider those factors or how to find solutions for
them. What is required is to establish design methods for implementing the concept of accessible design into
individual standards. The methods demand a wider range of knowledge on properties and ergonomic data of
human abilities. Without such knowledge, better design for persons with special requirements will not be
realized.
Social and economic effects are expected from accessible design. In the social dimension, a greater number
of individuals — including older persons and persons with disabilities — will be able to be involved in social
activities without any restriction in using products or enjoying services and environments. The economic effect
is that products developed using accessible design can be purchased by a wider range of people, including
older persons and those with disabilities, who are now a significant proportion of consumers with buying
power.
ISO/TC 159, Ergonomics, has been involved in this challenging work, firstly with an ad hoc group and then
with Working Group WG 2, Ergonomics for persons with special requirements, the result of which has been
the development of this Technical Report, which also incorporates factors that do not appear in
ISO/IEC Guide 71 where considered necessary. Nevertheless, these design considerations and human ability
data are arranged in accordance with the structure of ISO/IEC Guide 71, for ease of reference.
This Technical Report widens the scope of users as far as possible and is not limited to the 5th to 95th
1)
percentiles of working populations . It constitutes a starting point from which to offer technical information for
accessible design. It is not exhaustive and does not fully reflect the present state of knowledge and data for
accessible design: while some of the design considerations are well established, others are still under
development.
1) A percentile describes the percentage of people in a population group (e.g. 5 % or 95 %) for which the relation to a
certain body size is greater or smaller than the value given in each case. For more details, see ISO 7250.
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TECHNICAL REPORT ISO/TR 22411:2008(E)
Ergonomics data and guidelines for the application of
ISO/IEC Guide 71 to products and services to address the
needs of older persons and persons with disabilities
1 Scope
This Technical Report presents ergonomics data and guidelines for applying ISO/IEC Guide 71 in addressing
the needs of older persons and persons with disabilities in standards development.
It provides:
⎯ ergonomics data and knowledge about human abilities — sensory, physical, cognitive abilities — and
allergies;
⎯ guidance on the accessible design of products, services and environments.
Each of its design considerations or recommendations is based on ergonomic principles that are necessary
for making products, services and environments accessible to older persons and those with disabilities. It is
applicable to products, services and environments encountered in all aspects of daily life, as well as in the
consumer market and workplace (herein, the term “products and services” is used to cover all these areas).
While it does not provide techniques for designing assistive devices, some of its provisions do, however,
support interoperability with assistive technology. Conformity assessment of any international, regional or
domestic standards is outside its scope.
2 Normative references
The following referenced documents 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/IEC Guide 71:2001, Guidelines for standards developers to address the needs of older persons and
persons with disabilities
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1
accessible design
design focused on principles of extending standard design to persons with some type of performance
limitation to maximize the number of potential customers who can readily use a product, building or service,
which may be achieved by
⎯ designing products, services and environments that are readily usable by most users without any
modification,
⎯ making products or services adaptable to different users (adapting user interfaces), and
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ISO/TR 22411:2008(E)
⎯ having standardized interfaces to be compatible with special products for persons with disabilities.
NOTE 1 Terms such as design for all, barrier-free design, inclusive design and transgenerational design are used
similarly but in different contexts.
NOTE 2 Accessible design is a subset of universal design, where products and environments are usable by all persons,
to the greatest extent possible, without the need for adaptation or specialized design.
[ISO/IEC Guide 71:2001, 3.2]
3.2
assistive technology
assistive device
piece of equipment, product system, hardware, software or service that is used to increase, maintain or
improve functional capabilities of individuals with disabilities
NOTE This can be acquired commercially off-the-shelf, modified or customized. The term includes technical aids for
persons with disabilities. Assistive devices do not eliminate impairment but may lessen the difficulty an individual has in
carrying out a task or activity in specific environments.
[ISO/IEC Guide 71:2001, 3.3]
3.3
user
person who interacts with the product, service or environment
NOTE Adapted from ISO 9241-11:1998.
[ISO/IEC Guide 71:2001, 3.6]
3.4
alternative format
different presentation which may make products and services accessible by the use of another mobility or
sensory ability
[ISO/IEC Guide 71:2001, 3.8]
3.5
impairment
problem in body function or structure such as a significant deviation or loss which can be temporary due, for
example, to injury, or permanent, slight or severe, and which can fluctuate over time, in particular,
deterioration due to ageing
NOTE 1 Body function can be a physiological or psychological function of a body system; body structure refers to an
anatomic part of the body such as organs, limbs and their components, as defined by the World Health Organization
(WHO), see Reference [42].
NOTE 2 This definition differs from that in ISO 9999:2002 and, slightly, from the WHO definition, see Reference [43].
[ISO/IEC Guide 71:2001, 3.4]
3.6
accessibility
extent to which products, systems, services, environments or facilities can be used by people from a
population with the widest range of capabilities to achieve a specified goal in a specified context of use
NOTE 1 Context of use includes direct use or use supported by assistive technology.
NOTE 2 Term and definition adopted by TC 159 and first published in 2007.
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4 General considerations
4.1 Need for technical guidance in implementing ISO/IEC Guide 71 in individual standards
ISO/IEC Guide 71 provides standards developers with guidance on taking into account the needs of older
persons and persons with disabilities when developing new standards or revising existing ones. It defines
seven design fields and human abilities and summarizes ergonomic factors to be considered in the form of
tables. These are followed by possible solutions with some practical examples.
However, ISO/IEC Guide 71 neither fully describes methods for realizing its principles nor shows ways to
consider the factors in developing standards, and the examples and possible solutions explained therein are
not exhaustive. Standards developers need to interpret the principles of ISO/IEC Guide 71 and find their own
technical solutions, applicable to individual standards. To achieve this, ergonomic data on human abilities as a
function of age and impairment (grouped by their nature) are necessary. This technical information is currently
distributed across multiple standards and documents. Therefore, it would be preferable and helpful for users
of ISO/IEC Guide 71 to have common technical guidance that they could consult during their drafting work
from time to time. This technical guidance, provided by this Technical Report, is intended to bridge
ISO/IEC Guide 71 and other, individual standards, as shown in Figure 1. Furthermore, standards for different
products or services can become inconsistent or contradictory if they lack common data sources on
accessible design.
Figure 1 — ISO/TR 22411 in relation to ISO/IEC Guide 71 and individual standards
4.2 Approaches for achieving accessibility
This Technical Report describes two different approaches.
The first is concerned with compensation for impaired abilities with alternative modalities. An example of this
is providing visual information for visually impaired persons by means of other sensory modalities such as
hearing and/or tactile sense(s). This approach is called the alternative format in ISO/IEC Guide 71. Although
this method is primarily intended to compensate for serious impairments, it is also helpful for persons when
one of their modalities is occupied by another busy task, such as using auditory information for a person who
is involved in tasks with visual displays.
The second approach is to design products and services taking into account the extent of impairments,
including those related to ageing. Impairments occur in every aspect of sensory, physical, and cognitive
abilities. Many can be compensated for by ergonomic design methods provided the impairment is not serious.
Giving auditory information at a higher sound level for persons with hearing impairment is an example of this
approach, which relies on sets of data derived from knowledge on human abilities.
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ISO/TR 22411:2008(E)
Some design methods extend over both approaches.
4.3 Human abilities data
In addition to design considerations, this Technical Report supplies human ability data relevant to the
accessible design of products and services. The data were adopted from scientific journals or publicly
available sources such as international or domestic standards and academic books. When ergonomic data
were not available, recommended, de facto, values have been described.
5 Using this Technical Report
This Technical Report follows the same structure as that of ISO/IEC Guide 71, for easy reference.
Clause 6 describes additional issues to consider when standards developers draft or revise a standard.
Clause 7 briefly mentions the present status of knowledge pertaining to the factors adopted in this Technical
Report. It also addresses the need to cope with competing requirements in standards which can arise in
drafting or revising a standard.
Clause 8 provides design considerations for each factor described in ISO/IEC Guide 71. Each subclause
begins with a citation from ISO/IEC Guide 71 (in a box) relevant to the subclause. Then design considerations
about the factors follow, where available. The subclauses are linked to the rows in the tables of
ISO/IEC Guide 71, Clause 7. When no information is given, none was available at the time of writing: further
research is necessary.
Clause 9 provides basic knowledge of and reference data for human abilities. Some are directly related to the
design considerations in Clause 8 to supplement them with human ability data, where available. The
subclauses are linked to the columns in the tables of ISO/IEC Guide 71, Clause 7.
Annex A introduces some guiding principles of accessible design to supplement the descriptions in
ISO/IEC Guide 71. Annexes B to D describe visual ability data which supplement the relevant descriptions in
Clause 9. Annex E shows a case report on cases of allergy.
6 Developing standards — Issues to consider during the standards developing
process
6.1 General
ISO/IEC Guide 71:2001, Clause 6, describes a helpful process for ensuring that the needs of older persons
and persons with disabilities are included when standards developers draft a new standard or revise an
existing standard. Users of this Technical Report are advised to refer to ISO/IEC Guide 71 for an overview.
Additional guidance is provided below.
6.2 Definition of the standardization project
While the standards project is being defined and the purpose clarified, it is important to identify the end-users
of the product or service being standardized. Various standards, such as ISO 20282-1:2006 (for everyday
products), provide methods for identifying important user characteristics.
During this process, the following fundamental design recommendations apply. See Annex A.
⎯ Accessible products and services should find acceptance with as many persons as possible.
⎯ Accessible design should not have adverse effects on the functionality of the product or service or on the
usability for any user.
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⎯ Accessible design should not impact the privacy of the users.
EXAMPLE 1 The voice output of cash dispensers is not audible to a third party.
⎯ Products and services should not discriminate against, stigmatize or disadvantage users in any other way.
EXAMPLE 2 A separate entrance for wheelchair users that takes the occupant to a back corridor rather than into
the main foyer.
EXAMPLE 3 Voice output or key tones that can be switched off so as not to disadvantage users who are
sensitive to noise.
⎯ Products and services should pose no safety risk to their users and should comply with the relevant
International Standards under the technical safety laws of the respective countries.
⎯ Products and services should be designed for the intended environment and context of use.
6.3 Composition of the drafting committee
The members of the committee drafting the standard should be aware of ageing and disability issues. Data on
issues affecting older persons and persons with disabilities should be collected. This Technical Report can
serve as a starting point for that information. However, experts in the subject should be consulted or placed on
the committee so that appropriate use of the data can be made within the context of the specific standard
being developed. The following considerations concerning the committee composition are also relevant.
⎯ Experts in ergonomics or human factors can help to interpret data on human physical, sensory,
perceptual and cognitive abilities. They have the skills necessary to apply the data for the intended user
groups that will be affected by the standard.
⎯ Older persons and persons with disabilities should be included for their first-hand experience.
⎯ Accessibility experts can provide a more general knowledge on accessibility requirements.
6.4 Content of the standard
To keep the needs of older persons and persons with disabilities in mind during the writing of the standard, it
[44]
is beneficial to consult, for example, the principles of universal design (see Annex A) .
It is presupposed that a product or service complies with the relevant International Standards under the
technical safety laws of the respective countries. However, persons with certain impairments have
requirements that differ from, and may run counter to, safety regulations. For example, someone with one
hand could wish to disengage a control which requi
...
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