SIST EN ISO 9241-940:2022

Ergonomics of human-system interaction - Part 940: Evaluation of tactile and haptic interactions (ISO 9241-940:2017)

This document:
- describes the types of methods that can be used for the evaluation of haptic devices and of systems that include haptic devices,
- specifies a procedure for the evaluation of haptic interactions by a usability walkthrough or usability test (see Annex J), and
- provides guidance on the types of methods that are appropriate for the evaluation of specific attributes of haptic systems, cross-referenced to the guidance in the relevant clauses of other International Standards (see Annexes A, B, C, D, E, F and G).
It applies to the following types of interaction :
- augmented reality — information overlaid on a real scene, e.g. vibrating belt indicating distance;
- gesture control of a device or a virtual scenario;
- unidirectional interaction such as a vibrating phone or a vibrating belt;
- virtual environment — virtual space with which a user can interact with the aid of a haptic device.
ISO 9241-940 applies to the following types of devices:
- gesture sensor, e.g. video that discerns 3D hand movements, touch screens that sense 2D touches;
- kinaesthetic haptic device e.g. desktop haptic interface;
- tactile display e.g. vibrating phone.
ISO 9241-940 is not applicable to standard input devices such as keyboards, mice or track balls.
NOTE   The ISO 9241-400 subseries covers standard input devices, and ISO 9241-411 applies to the evaluation of input devices such as keyboards and mice.
ISO 9241-940 can be used to identify the types of methods and measures for
- establishing benchmarks,
- establishing requirements for haptic interaction,
- identifying problems with haptic interaction (formative evaluation), and
- use of the criteria to establish whether a haptic system meets requirements (summative evaluation).

Ergonomie der Mensch-System-Interaktion - Teil 940: Evaluation taktiler und haptischer Interaktionen (ISO 9241-940:2017)

Dieses Dokument
—   beschreibt die Verfahrensarten, die für die Bewertung von haptischen Geräten und von Systemen, die haptische Geräte enthalten, verwendet werden können,
—   legt ein Verfahren für die Bewertung haptischer Interaktionen durch den gedanklichen Durchlauf oder die Prüfung der Gebrauchstauglichkeit (siehe Anhang J) fest, und
—   gibt Hinweise auf die Verfahrensarten, die für die Bewertung spezifischer Attribute haptischer Systeme geeignet sind, mit normativen Querverweisungen auf die Hinweise in den entsprechenden Abschnitten anderer internationaler Normen (siehe Anhang A, Anhang B, Anhang C, Anhang D, Anhang E, Anhang F und Anhang G).
Es ist anwendbar für die folgenden Arten der Interaktion:
—   erweiterte Realität – Informationen, die einer realen Szene überlagert werden, z. B. ein vibrierender Gürtel, der die Entfernung anzeigt;
—   Gestensteuerung eines Geräts oder eines virtuellen Szenarios;
—   unidirektionale Interaktion wie z. B. ein vibrierendes Telefon oder ein vibrierender Gürtel;
—   virtuelle Umgebung – virtueller Raum, mit dem ein Benutzer mit Hilfe eines haptischen Geräts interagieren kann.
Dieses Dokument ist anwendbar für die folgenden Arten von Geräten:
—   Gestensensor, z. B. Video, das 3D Handbewegungen erkennt, berührungsempfindliche Bildschirme, die 2D Berührungen erkennen;
—   kinästhetisches haptisches Gerät, z. B. haptische Desktop-Schnittstelle;
—   taktile Anzeige, z. B. vibrierendes Telefon.
Dieses Dokument ist nicht anwendbar auf Standard-Eingabegeräte wie Tastaturen, Mäuse oder Rollkugeln (Trackballs).
ANMERKUNG   ISO 9241 400 deckt Standard-Eingabegeräte ab, während ISO 9241 411 für die Bewertung von Eingabegeräten wie Tastaturen und Mäusen gilt.
Mit diesem Dokument können die Verfahrensarten und Maßnahmen ermittelt werden, um
—   Benchmarks festzulegen,
—   Anforderungen an die haptische Interaktion festzulegen,
—   Probleme mit haptischer Interaktion (formative Evaluation) zu erkennen, und
—   um Kriterien, ob ein haptisches System die Anforderungen erfüllt (summative Evaluation), anzuwenden.

Ergonomie de l'interaction homme-système - Partie 940: Évaluation des interactions tactiles et haptiques (ISO 9241-940:2017)

ISO 9241-940:2017
-      décrit les types de méthodes pouvant être utilisés pour l'évaluation de dispositifs haptiques et de systèmes comprenant des dispositifs haptiques;
-      spécifie une procédure pour l'évaluation des interactions haptiques par une révision structurée de l'utilisabilité ou par un essai de l'utilisabilité (voir l'Annexe J); et
-      fournit des lignes directrices concernant les types de méthodes qui sont appropriés pour l'évaluation d'attributs spécifiques des systèmes haptiques, ayant fait l'objet de références croisées par rapport aux lignes directrices des articles correspondants d'autres Normes internationales (voir les Annexes A, B, C, D, E, F et G).
ISO 9241-940:2017 s'applique aux types d'interaction suivants:
-      réalité augmentée ? informations superposées à une scène réelle, par exemple ceinture vibrante indiquant la distance;
-      commande gestuelle d'un dispositif ou d'un scénario virtuel;
-      interaction unidirectionnelle telle qu'un téléphone vibrant ou une ceinture vibrante;
-      environnement virtuel ? espace virtuel avec lequel un utilisateur peut interagir à l'aide d'un dispositif haptique.
ISO 9241-940:2017 s'applique aux types suivants de dispositifs:
-      capteur de gestes, par exemple vidéo discernant les mouvements de la main en 3D, écrans tactiles captant les touches en 2D;
-      dispositif haptique kinesthésique, par exemple interface haptique de bureau;
-      écran tactile, par exemple téléphone vibrant.
ISO 9241-940:2017 ne s'applique pas aux dispositifs d'entrée standard tels que claviers, souris ou boules de commande.
NOTE       L'ISO 9241-400 traite des dispositifs d'entrée standard, et l'ISO 9241-411 s'applique à l'évaluation des dispositifs d'entrée tels que les claviers et les souris.
ISO 9241-940:2017 peut être utilisé pour identifier les types de méthodes et de mesures pour
-      établir des références,
-      établir les exigences relatives à une interaction haptique,
-      identifier les problèmes associés à une interaction haptique (évaluation formative), et
-      utiliser des critères pour déterminer si un système haptique satisfait aux exigences (évaluation sommative).

Ergonomija medsebojnega vpliva človek-sistem - 940. del: Vrednotenje taktilnih in haptičnih interakcij (ISO 9241-940:2017)

Ta dokument:
– opisuje vrste metod, ki se lahko uporabljajo za vrednotenje haptičnih naprav in sistemov, ki vključujejo haptične naprave;
– določa postopek za vrednotenje haptičnih interakcij z natančnim pregledom uporabnosti ali preskusom uporabnosti (glej dodatek J); in
– podaja smernice v zvezi z vrstami metod, ki so primerne za vrednotenje določenih atributov haptičnih sistemov, ki se navzkrižno sklicujejo na smernice iz ustreznih točk drugih mednarodnih standardov (glej dodatke A, B, C, D, E, F in G).
Uporablja se za naslednje vrste interakcij:
– obogatena resničnost (informacije prek prizora iz resničnega sveta, npr. varnostni pas, ki z vibriranjem označuje oddaljenost);
– upravljanje kretenj v napravi ali scenariju navidezne resničnosti;
– enosmerna interakcija, na primer vibrirajoči telefon ali vibrirajoči pas;
– navidezno okolje (navidezni prostor, na katerega lahko uporabnik vpliva s pomočjo haptične naprave).
Standard ISO 9241-940 se uporablja za naslednje vrste naprav:
– tipalo za zaznavanje gibov, npr. video sistem, ki prepoznava 3D-poteze rok, zasloni na dotik, ki zaznavajo 2D-dotike;
– kinestetična haptična naprava, npr. namizni haptični vmesnik;
– tipni prikazovalnik, npr. vibrirajoči telefon.
Standard ISO 9241-940 se ne uporablja za standardne vhodne naprave, kot so tipkovnice, miške ali sledilne kroglice.
OPOMBA:   Podskupina standardov ISO 9241-400 obravnava standardne vhodne naprave, pri čemer se standard ISO 9241-411 uporablja za vrednotenje vhodnih naprav, kot so tipkovnice in miške.
Standard ISO 9241-940 se lahko uporablja za določanje vrst metod in ukrepov za:
– določitev meril;
– določitev zahtev za haptično interakcijo;
– prepoznavanje težav pri haptični interakciji (formativno vrednotenje); in
– uporabo meril za ugotavljanje, ali haptični sistem izpolnjuje zahteve (sumativno vrednotenje).

General Information

• Status: Published
• Public Enquiry End Date: 30-Jan-2022
• Publication Date: 14-Jun-2022
• ICS: 13.180 - Ergonomics
• ICS: 35.180 - IT Terminal and other peripheral equipment
• Technical Committee: VSN - Safety of machinery
• Current Stage: 6060 - National Implementation/Publication (Adopted Project)
• Start Date: 08-Apr-2022
• Due Date: 13-Jun-2022
• Completion Date: 15-Jun-2022
• Ref Project: EN ISO 9241-940:2022 - Ergonomics of human-system interaction - Part 940: Evaluation of tactile and haptic interactions (ISO 9241-940:2017)

Standards Content (Sample)

SLOVENSKI STANDARD
01-julij-2022
Ergonomija medsebojnega vpliva človek-sistem - 940. del: Vrednotenje taktilnih in
haptičnih interakcij (ISO 9241-940:2017)
Ergonomics of human-system interaction - Part 940: Evaluation of tactile and haptic
interactions (ISO 9241-940:2017)
Ergonomie der Mensch-System-Interaktion - Teil 940: Evaluation taktiler und haptischer
Interaktionen (ISO 9241-940:2017)
Ergonomie de l'interaction homme-système - Partie 940: Évaluation des interactions
tactiles et haptiques (ISO 9241-940:2017)
Ta slovenski standard je istoveten z: EN ISO 9241-940:2022
ICS:
13.180 Ergonomija Ergonomics
35.180 Terminalska in druga IT Terminal and other
periferna oprema IT peripheral equipment
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EN ISO 9241-940
EUROPEAN STANDARD
NORME EUROPÉENNE
March 2022
EUROPÄISCHE NORM
ICS 13.180; 35.180
English Version
Ergonomics of human-system interaction - Part 940:
Evaluation of tactile and haptic interactions (ISO 9241-
940:2017)
Ergonomie de l'interaction homme-système - Partie Ergonomie der Mensch-System-Interaktion - Teil 940:
940: Évaluation des interactions tactiles et haptiques Evaluation taktiler und haptischer Interaktionen (ISO
(ISO 9241-940:2017) 9241-940:2017)
This European Standard was approved by CEN on 13 March 2022.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations 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.
This 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 members 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, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2022 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 9241-940:2022 E
worldwide for CEN national Members.

Contents Page
European foreword . 3

European foreword
The text of ISO 9241-940:2017 has been prepared by Technical Committee ISO/TC 159 "Ergonomics” of
the International Organization for Standardization (ISO) and has been taken over as EN ISO 9241-
940:2022 by Technical Committee CEN/TC 122 “Ergonomics” the secretariat of which is held by DIN.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by September 2022, and conflicting national standards
shall be withdrawn at the latest by September 2022.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national standards body.
A complete listing of these bodies can be found on the CEN website.
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,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the
United Kingdom.
Endorsement notice
The text of ISO 9241-940:2017 has been approved by CEN as EN ISO 9241-940:2022 without any
modification.
INTERNATIONAL ISO
STANDARD 9241-940
First edition
2017-11
Ergonomics of human-system
interaction —
Part 940:
Evaluation of tactile and haptic
interactions
Ergonomie de l'interaction homme-système —
Partie 940: Évaluation des interactions tactiles et haptiques
Reference number
ISO 9241-940:2017(E)
©
ISO 2017
ISO 9241-940:2017(E)
© ISO 2017, Published in Switzerland
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form
or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior
written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of
the requester.
ISO copyright office
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. [phone]
Fax [phone]
[e-mail]
www.iso.org
ii © ISO 2017 – All rights reserved

ISO 9241-940:2017(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
4 Conformance . 4
5 How to use ISO 9241-940 . 4
5.1 Structure . 4
5.2 Uses of this document . 5
5.3 Evaluation in the design and development lifecycle . 5
5.4 Planning activities . 6
5.5 Initial assessment . 6
5.6 Unique aspects of haptic interaction. 7
6 Types of evaluation methods . 8
6.1 General . 8
6.2 Physical measurements against requirements . 8
6.3 Inspection by an expert . 8
6.4 Usability test . 8
6.4.1 General. 8
6.4.2 Measurement context . 8
6.4.3 Evaluation data . 9
7 Quality of haptic interaction .10
7.1 Quality model .10
7.2 Haptic system attributes . .11
7.2.1 Quality attributes .11
7.2.2 Haptic device attributes (see Annex A) .11
7.2.3 Haptic user interface attributes .12
7.3 Usability attributes .12
7.3.1 Context of use (see Annex D) .12
7.3.2 Specific usage qualities (see Annex E) .13
7.3.3 Human-centred quality (see Annex F) .14
7.4 Evaluation matrix .14
7.4.1 Types of attributes .14
7.4.2 Measures of haptic quality .14
8 Guide to the annexes .17
Annex A (informative) Haptic device attributes .19
Annex B (informative) Haptic effect design principles .27
Annex C (informative) Haptic effect task elements .32
Annex D (informative) Context of use .37
Annex E (informative) Specific usage qualities .39
Annex F (informative) Human-centred quality .46
Annex G (informative) Gesture attributes.55
Annex H (informative) Examples of evaluation of device attributes .65
Annex I (informative) Unique aspects of haptic interaction .77
Annex J (normative) Evaluation by usability walkthrough or usability task test .79
Bibliography .
...