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    Cutlery design undergoes extensive evaluation of hand-obJect Interaction,

    leading to Improved products for people with hand use limitations.

    EOPLE USE THEIR HANDS TO CONTROL AND

    interact with their environment. Although a

    number of studies explain the physical inter-

    action between hand and object during a task, they fall

    short of describing a simplified model. Guidelines and

     performance specifications that can be easily applied by

    human factors/ergonomics professionals, industrial

    designers, and other members of a product develop-

    ment team are vital for an effective outcome. The

    model of hand-object interaction described here uses

    current clinical and ergonomics measurement tech-niques, such as task analysis, observation, interview,

    focus groups, questionnaires, anthropometrics, and

    measurement of range of movement and grip strength.

    In addition, we undertook further measurements of fin-

    ger friction and finger compliance, or finger stiffness.

    We employed this user-centered design approach to

    elicit information from users about their needs and

    aspirations and the physical functionality (effectiveness)

    of the tool. This approach validates the research out-

    comes to support new product development and a more

    holistic and evidence-based approach for designers

    BY GEORGE TORRENS, DEANA

    McDONAGH-PHilP,   &   ANNE NEWMAN

    (McDonagh-Philp, Lebbon,   &   Torrens, 1999). We

     begin with a detailed description of hand-object inter-

    action in this case study and provide criteria for evalu-

    ating existing and new cutlery products. This work 

    resulted in the design of an improved product.

    Hand-Object Interaction Model

    The following model is based on eight years of 

    research on hand-object interaction (Brown, Torrens,

    &   Wright, 1992; Torrens   &   Gyi, 1999). For the pur-

     poses of this study, our focus was on the physical inter-action between the hand and the task object, rather 

    than the cognitive interaction. The measurements

    described here reflect the emphasis on characterizing

    the physical attributes of the hand and relating them to

    a defined physical interaction with an object during the

     performance of a given task. The model is based on

    three levels of physical interaction: macro, intermedi-

    ate, and micro interaction. Figures I and 2 show the

    three levels of interaction and the forces they resist.

     Note that micro- and intermediate interaction resist

    shear forces in parallel with the palmar surface, whereas

    SPRING 2001 •   ERGONOMICS IN DESIGN   7

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    Bone

    Skin surfaceSoft   tissue

    Product surface

    I   Shear forces

    Interlockingcontactarea-.:=-

    I

     Figure 1.

     Micro interaction is the friction between the skin and prod-

    uct surface materials. In intermediate interaction, the soft 

    tissues underlying the palm face interlock with surface details

    of a product to provide a mechanical interlock beyond skin

     friction. These two levels of interaction have been found to

    work best at less than 20 Newtons force.

    Rotational and~

    linear forces ••• ;:in shear to hand '\surface

    Lateral force perpendicular to

    hand surfaceAxial forces acting

    ~ perpendicular to handsurface

     Figure 2.

     In macro interaction, the structure of the hand (bone,joints,

    and muscles) interlocks with the shape of the product. This

    level of interaction has beenfound to work at all levels of   

     force, but primarily in tasks requiring more than 20

     Newtons force.

    TABLE   1.   OVERVIEW OF HAND-OBJECT INTERACTION AND RELATED TEST METHODS

    Hand/body   Object

    Characteristics Characteristics Equipment Outcome

    Micro   Skin friction; skin Surface material; Friction meter; Skin performance

    interaction   moisture; stress; state   surface finish; surface thermocouple; blood   (friction), related to skin

    of physical exertion;   ternperature; flow meter; humidity and underlying soft tissue

    heart rate; blood   contaminants, edge   meter (galvanic   compliance. Pressure (Pa)

     pressure; blood flow;   detail (sharp) resistance) at points on the surface of  

    surface pressure   the hand, finger tempera-

    ture and surface moisture

    Intermediate   Skin and soft tissue Surface features; Compliance meter; Compliance characteristics

    interaction   friction and mechanical surface material; thermocouple; blood   of skin and underlying soft

    shear/hydraulic   surface finish; surface flow meter; humidity tissues that enable mecha-

     pressure; temperature; temperature meter    nical interlocking to occur 

    humidity; stress; heart   related to finger friction.

    rate; blood pressure   Excel file; hand and finger 

    and flow; surface surface pressure, finger  

     pressure   temperature and surface

    moisture

    Macro   Finger and hand joint   Object handle/grip CODA, Goniometer; The ability of the hand to

    interaction   segment position (grip   size; shape; surface video; stadiometer; mechanically interlock 

     pattern); joint capsule temperature; edge anthropometer    with an object shape, opti-

    integrity; skeletal   detail (sharp)   mizing soft tissue and skin

    integrity; tendon   friction. Excel file, x, y, z

    integrity; range of    coordinates related to time,

    movement; muscle force (vector and resultant,

     bulk; temperature; torque), hand surface pres-

    humidity; stress; heart sure, surface temperature

    rate; blood pressure and   and surface moisture

    flow; surface pressure;

    anthropometrics

    ERGONOMICS IN DESIGN   .   SPRING   2001

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    TABLE   2.   THE HANDS OF EACH PARTICIPANT AND

    THEIR MEDICAL CONDITION

    macro-interaction resists forces that are perpendicular 

    to the palmar surface.

    Table 1 is a comprehensive overview of hand-object

    interaction, showing measurements taken and their out-

    comes. Selected individual measurements may be used

    in isolation and may be adequate to validate hand char-

    acteristics and interaction performance. The choice of 

    Participant

    Case   Study

    Assistive technology products support an individual

    in daily livings tasks, such as opening a can or using

    eyeglasses. Many of the available assistive technology

    cutlery products have originated from clinical studies or 

    individual clinicians' expertise. However, in the United

    Kingdom and Northern Ireland, such products are

    often categorized as wheelchairs, lifting hoists, hear-ing aids, or environmental controllers. Although these

     products satisfy utilitarian-functional needs, it is clear that they do not always meet users' cultural and social

    aspirations.

    Industrial design brings together the physical func-

    tionality and social and cultural function (i.e., desir-

    ability) through a user-centred design approach.

     Nottingham Rehab Supplies Limited commissioned

    design research on cutlery for users with limited grip

    and dexterity. The cutlery was to be marketed to a large

    user group within the UK and Northern Ireland,

    Europe, and United States. The cutlery reviewed in the

    study reflected the commercially available ranges in the

    UK and Northern Ireland; many of these items are alsoavailable in Europe and the United States. The pilot

    study involved volunteers from the Loughborough

    (Leicestershire, UK) area who had a variety of muscu-

    loskeletal and neuromuscular diseases. The samplegroup reflected the larger population that is likely to

    require assistive technology cutlery. The contacts were

    obtained through national, regional, and branch offices

    of special interest groups in the UK (e.g., age concern,

    arthritis care, and community groups).

    We selected seven individuals for the initial pilot

    study whose medical conditions caused a weak grip or 

    limited dexterity. Table 2 shows these participants'

    measurements to be taken may depend on project con-

    straints, such as time scales, user group characteristics,

    funding, and available resources (e.g., staffing).

    The following case study exemplifies the application

    of some of the measurements shown in Table 1. The

    measurements taken at a given moment during a task 

    or series of tasks performed by an individual can vary

    considerably. This is because the person's physiological

    and psychological states are constantly changing, main-

    ly caused by external influences such as stress (needing

    to complete a job in a hurry, for example), humidity,

    temperature, and vibration (including noise).

    The physiological changes that affect grip can be

    measured through heart rate, blood pressure, skin or 

     body temperature, and skin humidity. The external

    influences, such as pressure to perform a task, environ-

    mental temperature, noise/vibration, and humidity can

    also be measured to compare the measurements. Such a

    comprehensive set of measurements of a given task 

    enables a more detailed characterization of an individ-ual and the task he or she is performing.

    RA in all joints, had disease

    for 16 years, restricted fin-

    ger and upper limb move-ment.

    Skin disease (itching), left

    hand index finger fixed in

    extension, frail condition.

    RA, in most joints, severe

    Ulna deviation, contracture

    of finger tendons.

    Rheumatoid Arthritis (RA),

    had disease for 40 years,

    affects most joints.

    Osteoarthritis of the hands

    and upper limb, enlarged

    knuckle (MCP) joints, frail

    condition.

    Spinal infarction (form of stroke) in the spine, injured

    in 1987, diabetes, generalloss of upper-limb function,

    limited haptic perception.

    Description of Medical

    Condition

    Tetraplaegic C6 Complete.

    Injured in 1984, contractureof right hand fingers enables

    grip through wrist flexion.

    5

    1

    7

    6

    4

    3

    2

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    TABLE4. PARTICIPANT2 USINGTHE RANGEOF

    CUTLERYEVALUATED

    Cutlery

     NOTE:   From the above details, it can be seen that this person (par-

    ticipant 2), when using a knife and fork, approached the plate with

    the utensils at a steep vertical angle. This is to maximize the downward

    force applied through the hands. Knife, fork, and spoon are balanced

    in the hand when not in active use.

    t o " ~  

    Spoon

    .~., -7"

    ,; ~t"I   r    J '\"":

    ------   --

    C

    F

    D

    E

    Knife   &   fork 

    TABLE 3. EXSTINGPRODUCTSUSEDFOR PRODUCT

    DESIGNAUDITANDBENCHMARKING

    Sample Name Supplier  

    A Queens cutlery Smith   &  NephewLimited

    B   AMEFA   Nottingham RehabLimited

    C Selectagrip Nottingham Rehab

    Limited

    D   Caring cutlery Nottingham Rehab

    Limited

    E   Ultralite   Nottingham Rehab

    Limited

    F Goodgrips Nottingham RehabLimited

    hands and an outline of their medical conditions. Ini-

    tially, the assessment involved the use of a grip dynamo-

    meter and a simple task. Participants were accepted if 

    they had a grip strength of less than 150 Newtons in

    their right hand, if they could not touch one or more of 

    their fingers to their thumb of the same hand, or if they

    could not make a fist. We asked them to present their 

    own cutlery and used these products as a benchmark for 

    comparison with seven sets of cutlery (see Table 3) cho-

    sen to represent the range of products currently avail-

    able for users who have limited dexterity and grip

    strength.

    The sample group for this pilot study represented a

     broad spectrum of medical conditions, age, and socio-

    economic backgrounds. Five participants lived in single-

    level home (i.e., no stairs or elevator), and two lived   in

    apartments with care worker support. The mean grip

    strength was extremely low, not exceeding 50 Newtons.

    Three of our volunteers could not hold the grip

    dynamometer, and five could not make a fist with their right hand.

    Participants provided a subjective rating (1 =  very good,

    2  =  good,   3 =  adequate,   4  = poor,S    = very poor)   for each set

    of cutlery, including their personal use cutlery. The rat-

    ings, or scores, covered physical functions (usability, for 

    example) and design detailing (e.g., color, shape, and

    ease of cleaning). As part of the evaluation, we asked

    them to demonstrate how they would normally use the

     products while simulating the cutting of a piece of rub-

     ber that represented a piece of lean meat. During a rat-

    ing exercise, the researcher noted any additional

    comments relating to social and cultural issues made by

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    TABLE   6.   FEEDBACK ON CUTLERY SAMPLES

    Current Cutlery Deficiencies

    Handles too large in diameter to hold (samples A, C,  D,

    and E were more than 30 mm wide).

    Handle surface inadequate in assisting grip through skin

    friction.

    Handle shapes incorrect for the majority of users inter-

    viewed.

    Center of gravity of some cutlery incorrectly positioned

    (sample E was very utensil head heavy).

    Length of the knife blade was found to be as long as

    handle, reducing possible leverage applied by the

    user through the handle (all knife samples were

    around 50/50 handle/blade).

    Poor styling.

    Poor build quality.

    Appear to be difficult to clean.

    mm to 36 mm from the distal end of the handle (a

    minus value indicates that the point is beyond the dis-

    tal end of the handle; see Figure 4, page 11).

    Cutlery handles of sample E were found to have the

    highest coefficient of friction (2.58), primarily because

    they are made of a foam elastomer material. Knife sam-

     ples D and F were found to be the most efficient at cut-

    ting the meat block. Knife D had a serrated blade, as

    did all other knives except knife F. The angle of the

     blade may have had a greater effect on performance

    than did blade serration. Knives A, B, C, and E had

    conventionally shaped blades; the front of knives D and

    F were steeply angled (D   =  25°, F   =   30°).

    The values shown in Table 5 and Figure 3 are a

    composite value produced by combining the rating

    Specification for Design Solution

    A handle with a thin section to enable the user to jam

    the utensil between fingers.

    Handles with a ridge between the utensil head and the

    handle and at the base of the handle to stop the hand

    slipping onto the blade or off the handle during cutting.

    High-friction handle material should be used on the

    handle.

    The cross-section of the handle should be faceted, with

    the main area of grip smooth to avoid high pressure

     points.

    The knife blade should be angled, if possible.

    The handle should to be perceived by the user to be

    easy to clean.

    The handle should be machine washable and avoid dirt

    traps.

    given by each of the seven participants for each ques-

    tion. A value over 80 indicated a strong dislike of the

     product, and a value less than 60 indicated that they

    liked the product. The scale provides an indication or a

    trend of opinions from within the sample group.

    Table 5 indicates a noticeable dislike for samples B,

    C, and E; all three had high overall rating values and

    individual values. Sample A was well liked for its per-

    ceived weight and ease of cleaning. The user group dis-

    liked cutlery sets Band C, expressing dissatisfaction

    about the defined aspects of all other sample sets. The

    cutting forces of between 2 and 4 Newtons involved in

    meat cutting using a knife are small compared with the

    force required to lift a coffee pot, for example.

     Figure   5.  Prototype cutlery development (left) and the final preproduction design solution (right).

      E RGONOMICS IN DESIGN.   SPRING 200 I

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    TABLE   7.   DETAILS OF NEW CUTLERY PRODUCT

    DESIGN SPECIFICATION

    • The new cutlery has been designed to be inconspic-

    uous when used in public places; it looks like con-

    ventional kitchen-grade cutlery.

    • The black handle color was chosen to visually reduce

    the overall handle size.

    • The conventional handle shape and steel utensil head

    make it acceptable to other family members and

    friends (inclusive design).

    • The handles are all the same shape, providing a

    strong identity with the set and reducing production

    costs.

    • The handles are injection molded over the steel uten-

    sil head to avoid dirt traps, and all materials used are

    dish-washable.

    • The flattened hexagonal handle section is large

    enough to enable a finger to be comfortably pressed

    onto the edge of the knife, or jammed (cleat-like)

    into the crotch of the thumb and index finger.

    • Ridges and dimples have been avoided because they

    cause discomfort to the target users, as they often have

     poor skin quality because of their medical condition.

    • The high-friction elastomer covering on the handle

     provides an effective grip to the skin surface.

    • The flared sections to the front and back of the han-

    dle length provide more stability against the utensil's

    turning in the hand.

    • The flared sections also stop the hand's sliding off 

    the handle front or back.

    • The new designs are lightweight for ease of handling.

    Points to Consider 

    Our study participants highlighted a number of 

     problems when using the commercially available ranges

    of cutlery. Table 6 (page 12) illustrates functional and

     physical problems they noted, their visual aspirations

    for this product, and a cutlery specification we devel-

    oped to reverse these deficiencies. Although such asmall-sample survey of opinions and observed abilities

    should not be taken as a representation of the UK and

     Northern Ireland population as a whole, in the absence

    of accessible information, it provides product develop-

    ers with some guidance on the points to consider in

    improving cutlery design.

    Based on the initial findings, we produced concept

    designs using the CAD/CAM and injection molding

    facilities in our department (see Figure 5). The new

    designs incorporated many of the needs and aspirations

    expressed by those involved in the cutlery evaluation

    (see Table 7).

    The same partICipants evaluated the prototypes

     pictured in Figure 5 (page 12). A cycle of evaluation,

    feedback, reflection, and refinement was undertaken on

    two additional occasions and with a larger number of 

     participants. The final design was then tooled for pro-

    duction, and the product is now available through the

     Nottingham Rehab Supplies Limited (which has U.S.

    distributors).

    The evidence-based approach and user-centered

    design methods applied in this study are generic, don't

    cost a lot of money, and are just good practice. The

    extra effort to obtain a closer empathy among manu-

    facturer, designer, and client reduces the risk for in-

    vestors and provides a product that people actually want

    to use and will buy.

    ReferencesBobjer, O. (1989). Ergonomic knives. In A. Mital (Ed.),  Advances in

    industrial ergonomics and safety I  (pp. 291-298). London: Taylor   &

    Francis.

    Brown, F. R., Torrens, G. E.,   &   Wright, D. K. (1992). Research intooptimising hand and body function for tasks in everyday living:

    The development of a range of "easy use" saucepan handles. In M.

    Bracale   &   F. Denoth (Eds.),   Medicon   '92,   Proceedings of the   VI  Mediterranean Conference on lVledical and Biological Engineering    (pp.

    549-553). Naples: Associazione Italiana di Medica e Biologica.

    McDonagh-Philp, D.  c., Lebbon,   c.,   &   Torrens, G. E. (1999). Anevidence based design method within a user-centred design

    approach. In   Proceedings of The 4th Asian Design Confere1lce Inter-

    national Symposium on Design Science.   Nagaoka, Japan: The Pro-

    gram Committee. [CD-ROM].

    Torrens, G. E. (1995). Designing for physical disability: A discussion

    of research and development methods through to a commercial

    conclusion. In R. Cooper (Ed.),   Designing interfaces: Inaugural con-

     ference of the European Academy of Design   (pp. 13-21). Salford, Eng-

    land: University College Salford.

    Torrens, G. E. (1997). What is the optimum surface feature? In S. A.

    Robertson (Ed.),   Contemporary ergonomics  (pp. 314-319). London:

    Taylor    &   Francis.

    Torrens, G. E.,   &   Gyi, D. E. (1999). Towards the integrated mea-

    surement of hand and object interaction. In  Proceedings of the 7th

     International Conference on Product Safety Research   (pp.   217-226).

    Washington, DC: U.S. Consumer Product Safety Commission.

    George E. Torrens is a lecturer in industrial design in the De-

     partment of Design and Technology, Loughborough University,

     Loughborough, Leicestershire, LEU 3TU, 1-509-222-664,fax

    1-509-223-999,   [email protected]. A practicing industri-al designerfor the last   12 years, he is also director of Dexterity

     Research Limited, a company specializing in researchand devel-

    opment on hand-related products. Deana McDonagh-Philp is an

    industrial design lecturer at Loughborough University whose

    areas of research include gender and design, focus group tech-

    niques, and user-centered design techniques and methods. Anne

     Newman is a consumer scientist and ergonomist and manager of 

    the Loughborough Advanced Technology Initiative, part of the

     Loughborough Partnership, where her main role is to advise

    high-tech companies on networking, growth, and innovation.

    IIIil

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