Emulating Perceptual Experience of Color Vision Deficiency with Virtual Reality

Abstract. One of the major goals of Universal Design is to create experiences that are inclusive to all users, including those affected by Color Vision Deficiency. Color Vision Deficiency might have a significant impact on a users’ perception of the content or the environment. There is a range of tools already available, that can be used to either aid or automate the process of readability testing for digital interfaces and content in respect to Color Vision Deficiency. Two different approaches to addressing this issue can be found. A brief review of such methodologies is provided in this paper. The first approach (user-end) attempts to solve the problem by altering mediation between the user and the content. The second (design-end) allows the designer to view an image, or color scheme altered to recreate the perceptual experience of a user affected by Color Vision Deficiency and asses the design from the perspective of a color-blind user. With an implemented proof-of-concept we investigate the potential use of Virtual Reality Head-Mounted Displays to employ similar methodology, to allow designers or interior decorators to experience physical environments (i.e.: classroom, library or a cafeteria) from the perspective of a color-blind person. Such tools might increase the designers’ empathy towards color-blind users but also allow them to identify visual components, such as infographics or advertisement, in a physical environment that are poorly visible to color-blind users. Such tools could be developed by taking advantage of a modern Head-Mounted Displays six degrees of freedom tracking, a 360 camera and color processing filters applied during post-processing at run-time, allowing a designer to easily switch between different types of colorblindness emulation

Increasing Accessibility for Map Readers with Acquired and Inherited Color Vision Deficiencies: A Re-Coloring Algorithm for Maps

Approximately 8% of the male population suffer from an inherited form of color vision deficiency (CVD). Age, diabetes, macular degeneration, cataracts and glaucoma result in eye defects including an acquired form of CVD. Inherited CVD is marked by a difficulty in discerning red from green, while acquired CVD is marked by a difficulty in discerning blue from green. A recent review of the cartographic literature revealed a deficit in studies on accessible maps for readers with the acquired form of CVD. In addition, research on accessible maps for readers with the inherited form of CVD was restricted to the design or pre-publication stage. An approach is needed to render maps already in circulation accessible to an audience with CVD. The purpose of this research is to improve the accessibility of maps post-publication. Image re-coloring is a method of altering an image\u27s color composition in such a way as to make it accessible to a color vision deficient audience. An innovative algorithm is presented that produces a re-colored map that can be perceived by individuals with red-green (inherited) CVD, blue-green CVD (acquired) and normal color vision alike. The algorithm was tested on a control group of participants with normal color vision and a case group of participants with impaired color vision through a series of matching, content and personal preference questions about six pairs of maps. Each map pair represented one of the following color schemes: balance, diverging, qualitative area, qualitative dot, sequential polychrome, and two variable. Each map pair is composed of two renditions: a map using a color palette that is potentially confusing to viewers with impaired color vision (original rendition) and a map where the original color palette has been re-colored by the algorithm (re-colored rendition). According to the results of a Wilcoxon signed-rank test, the performance of the case group improved when using the re-colored renditions compared to when using the original renditions while the performance of the control group was the same for both renditions. A Mann-Whitney rank sum test revealed that while the scores of the case group were lower than the control group when using the original renditions, they were the same when using the re-colored renditions. A binomial test revealed that subjects in the case group displayed a preference towards all the re-colored renditions while subjects in the control group displayed a preference to two of the six original renditions

Individualized Models of Colour Differentiation through Situation-Specific Modelling

In digital environments, colour is used for many purposes: for example, to encode information in charts, signify missing field information on websites, and identify active windows and menus. However, many people have inherited, acquired, or situationally-induced Colour Vision Deficiency (CVD), and therefore have difficulties differentiating many colours. Recolouring tools have been developed that modify interface colours to make them more differentiable for people with CVD, but these tools rely on models of colour differentiation that do not represent the majority of people with CVD. As a result, existing recolouring tools do not help most people with CVD. To solve this problem, I developed Situation-Specific Modelling (SSM), and applied it to colour differentiation to develop the Individualized model of Colour Differentiation (ICD). SSM utilizes an in-situ calibration procedure to measure a particular user’s abilities within a particular situation, and a modelling component to extend the calibration measurements into a full representation of the user’s abilities. ICD applies in-situ calibration to measuring a user’s unique colour differentiation abilities, and contains a modelling component that is capable of representing the colour differentiation abilities of almost any individual with CVD. This dissertation presents four versions of the ICD and one application of the ICD to recolouring. First, I describe the development and evaluation of a feasibility implementation of the ICD that tests the viability of the SSM approach. Second, I present revised calibration and modelling components of the ICD that reduce the calibration time from 32 minutes to two minutes. Next, I describe the third and fourth ICD versions that improve the applicability of the ICD to recolouring tools by reducing the colour differentiation prediction time and increasing the power of each prediction. Finally, I present a new recolouring tool (ICDRecolour) that uses the ICD model to steer the recolouring process. In a comparative evaluation, ICDRecolour achieved 90% colour matching accuracy for participants – 20% better than existing recolouring tools – for a wide range of CVDs. By modelling the colour differentiation abilities of a particular user in a particular environment, the ICD enables the extension of recolouring tools to helping most people with CVD, thereby reducing the difficulties that people with CVD experience when using colour in digital environments

Age-related cognitive decline and navigation in electronic environments

The older population is increasing, as is life expectancy. Technical devices are becoming more widespread and used for many everyday tasks. Knowledge about new technology is important to remain as an active and independent part of the society. However, if an old user group should have equal access to this technology, new demands will be placed on the design of interfaces and devices. With respect to old users it is and will be important to develop technical devices and interfaces that take the age-related decline in physical and cognitive abilities into account. The aim of this work was to investigate to what extent the age-related cognitive decline affects performance on different computer-related tasks and the use of different interfaces. With respect to the use of computer interfaces, two studies were conducted. In the first study, the information was presented with a hierarchical structure. In the second study the information was presented as a 3D-environment, and it was also investigated how an overview map could support navigation. The third study examined the age-related cognitive decline in the use of a small mobile phone display with a hierarchical information structure. The results from the studies showed that the most pronounced age-related difference was found in the use of the 3D-environment. Within this environment, prior experience was found to have the largest impact on performance. Regarding the hierarchical information structures, prior experience seemed to have a larger impact on performance of easy tasks, while age and cognitive abilities had a larger impact on performance of more complex tasks. With respect to navigation aids, the overview map in the 3D-environment did not reduce the age-differences; however, it contributed to a better perceived orientation and reduced the feeling of being lost

A flexible object orientated design approach for the realisation of assistive technology

This thesis contributes to a growing body of research conducted by the Interactive Systems Research Group (ISRG) at Nottingham Trent University within the fields of accessibility and accessible technologies. Core to this research is the exploration of how interactive technologies can be developed and applied as platforms for education, rehabilitation and social inclusion. To this end the group has been actively evolving the User Sensitive and Inclusive Design (USID) methodology for the design, development and evaluation of accessible software and related technologies. This thesis contributes to the further development of the USID method with a focus on its application for the design of assistive technology

Assessment of Quality of Experience of High Dynamic Range Images Using the EEG and Applications in Healthcare

File embargoed until 30.09.2021 at author's request.Recent years have witnessed the widespread application of High Dynamic Range (HDR) imaging, which like the Human Visual System (HVS), has the ability to capture a wide range of luminance values. Areas of application include home-entertainment, security, scientific imaging, video processing, computer graphics, multimedia communications, and healthcare. However, in practice, HDR content cannot be displayed in full on standard or low dynamic range (LDR) displays, and this diminishes the benefits of HDR technology for many users. To address this problem, Tone-Mapping Operators (TMO) are used to convert HDR images so that they can be displayed on low-dynamic-range displays and preserve as far as possible the perception of HDR. However, this may affect the visual Quality of Experience (QoE) of the end-user. QoE is a vital issue in image and video applications. It is important to understand how humans perceive quality in response to visual stimuli as this can potentially be exploited to develop and optimise image and video processing algorithms. Image consumption using mobile devices has become increasingly popular, given the availability of smartphones capable of producing and consuming HDR images along with advances in high-speed wireless communication networks. One of the most critical issues associated with mobile HDR image delivery services concerns how to maximise the QoE of the delivered content for users. An open research question therefore addresses how HDR images with different types of content perform on mobile phones. Traditionally, evaluation of the perceived quality of multimedia content is conducted using subjective opinion tests (i.e., explicitly), such as Mean Opinion Scores (MOS). However, it is difficult for the user to link the quality they are experiencing to the quality scale. Moreover, MOS does not give an insight into how the user feels at a physiological level in response to satisfaction or dissatisfaction with the perceived quality. To address this issue, measures that can be taken directly (implicitly) from the participant have now begun to attract interest. The electroencephalogram (EEG) is a promising approach that can be used to assess quality related processes implicitly. However, implicit QoE approaches are still at an early stage and further research is necessary to fully understand the nature of the recorded neural signals and their associations with user-perceived quality. Nevertheless, the EEG is expected to provide additional and complementary information that will aid understanding of the human perception of content. Furthermore, it has the potential to facilitate real-time monitoring of QoE without the need for explicit rating activities. The main aim of this project was therefore to assess the QoE of HDR images employing a physiological method and to investigate its potential application in the field of healthcare. This resulted in the following five main contributions to the research literature: 1. A detailed understanding of the relationship between the subjective and objective evaluation of the most popular TMOs used for colour and greyscale HDR images. Different mobile displays and resolutions were therefore presented under normal viewing conditions for the end-user with an LDR display as a reference. Preliminary results show that, compared to computer displays, small screen devices (SSDs) such as those used in smartphones impact the performance of TMOs in that a higher resolution gave more favourable MOS results. 2. The development of a novel Electrophysiology-based QoE assessment of HDR image quality that can be used to predict perceived image quality. This was achieved by investigating the relationships between changes in EEG features and subjective quality test scores (i.e. MOS) for HDR images viewed with SSD. 3. The development of a novel QoE prediction model, based on the above findings. The model can predict user acceptability and satisfaction for various mobile HDR image scenarios based on delta-beta coupling. Subjective quality tests were conducted to develop and evaluate the model, where the HDR image quality was predicted in terms of MOS. 4. The development of a new method of detecting a colour vision deficiency (CVD) using EEG and HDR images. The results suggest that this method may provide an accurate way to detect CVD with high sensitivity and specificity (close to 100%). Potentially, the method may facilitate the development of a low-cost tool suitable for CVD diagnosis in younger people. 5. The development of an approach that enhances the quality of dental x-ray images. This uses the concepts of QoE in HDR images without re-exposing patients to ionising radiation, thus improving patient care. Potentially, the method provides the basis for an intelligent model that accurately predicts the quality of dental images. Such a model can be embedded into a tool to automatically enhance poor quality dental images.Ministry of Higher Education and Scientific Research (MoHESR

Statistical methods in Kansei engineering studies

Aquesta tesi doctoral tracta sobre Enginyeria Kansei (EK), una tècnica per traslladar emocions transmeses per productes en paràmetres tècnics, i sobre mètodes estadístics que poden beneficiar la disciplina. El propòsit bàsic de l'EK és descobrir de quina manera algunes propietats d'un producte transmeten certes emocions als seus usuaris. És un mètode quantitatiu, i les dades es recullen típicament fent servir qüestionaris. S'extreuen conclusions en analitzar les dades recollides, normalment usant algun tipus d'anàlisi de regressió. L'EK es pot situar en l'àrea de recerca del disseny emocional. La tesi comença justificant la importància del disseny emocional. Com que el rang de tècniques usades sota el nom d'EK és extens i no massa clar, la tesi proposa una definició d'EK que serveix per delimitar el seu abast. A continuació, es suggereix un model per desenvolupar estudis d'EK. El model inclou el desenvolupament de l'espai semàntic – el rang d'emocions que el producte pot transmetre – i l'espai de propietats – les variables tècniques que es poden modificar en la fase de disseny. Després de la recollida de dades, l'etapa de síntesi enllaça ambdós espais (descobreix com diferents propietats del producte transmeten certes emocions). Cada pas del model s'explica detalladament usant un estudi d'EK realitzat per aquesta tesi: l'experiment dels sucs de fruites. El model inicial es va millorant progressivament durant la tesi i les dades de l'experiment es van reanalitzant usant noves propostes.Moltes inquietuds pràctiques apareixen quan s'estudia el model per a estudis d'EK esmentat anteriorment (entre d'altres, quants participants són necessaris i com es desenvolupa la sessió de recollida de dades). S'ha realitzat una extensa revisió bibliogràfica amb l'objectiu de respondre aquestes i altres preguntes. Es descriuen també les aplicacions d'EK més habituals, juntament amb comentaris sobre idees particularment interessants de diferents articles. La revisió bibliogràfica serveix també per llistar quines són les eines més comunament utilitzades en la fase de síntesi.La part central de la tesi se centra precisament en les eines per a la fase de síntesi. Eines estadístiques com la teoria de quantificació tipus I o la regressió logística ordinal s'estudien amb detall, i es proposen diverses millores. En particular, es proposa una nova forma gràfica de representar els resultats d'una regressió logística ordinal. S'introdueix una tècnica d'aprenentatge automàtic, els conjunts difusos (rough sets), i s'inclou una discussió sobre la seva idoneïtat per a estudis d'EK. S'usen conjunts de dades simulades per avaluar el comportament de les eines estadístiques suggerides, la qual cosa dóna peu a proposar algunes recomanacions.Independentment de les eines d'anàlisi utilitzades en la fase de síntesi, les conclusions seran probablement errònies quan la matriu del disseny no és adequada. Es proposa un mètode per avaluar la idoneïtat de matrius de disseny basat en l'ús de dos nous indicadors: un índex d'ortogonalitat i un índex de confusió. S'estudia l'habitualment oblidat rol de les interaccions en els estudis d'EK i es proposa un mètode per incloure una interacció, juntament amb una forma gràfica de representar-la. Finalment, l'última part de la tesi es dedica a l'escassament tractat tema de la variabilitat en els estudis d'EK. Es proposen un mètode (basat en l'anàlisi clúster) per segmentar els participants segons les seves respostes emocionals i una forma d'ordenar els participants segons la seva coherència en valorar els productes (usant un coeficient de correlació intraclasse). Com que molts usuaris d'EK no són especialistes en la interpretació de sortides numèriques, s'inclouen representacions visuals per a aquests dos nous mètodes que faciliten el processament de les conclusions.Esta tesis doctoral trata sobre Ingeniería Kansei (IK), una técnica para trasladar emociones transmitidas por productos en parámetros técnicos, y sobre métodos estadísticos que pueden beneficiar la disciplina. El propósito básico de la IK es descubrir de qué manera algunas propiedades de un producto transmiten ciertas emociones a sus usuarios. Es un método cuantitativo, y los datos se recogen típicamente usando cuestionarios. Se extraen conclusiones al analizar los datos recogidos, normalmente usando algún tipo de análisis de regresión.La IK se puede situar en el área de investigación del diseño emocional. La tesis empieza justificando la importancia del diseño emocional. Como que el rango de técnicas usadas bajo el nombre de IK es extenso y no demasiado claro, la tesis propone una definición de IK que sirve para delimitar su alcance. A continuación, se sugiere un modelo para desarrollar estudios de IK. El modelo incluye el desarrollo del espacio semántico – el rango de emociones que el producto puede transmitir – y el espacio de propiedades – las variables técnicas que se pueden modificar en la fase de diseño. Después de la recogida de datos, la etapa de síntesis enlaza ambos espacios (descubre cómo distintas propiedades del producto transmiten ciertas emociones). Cada paso del modelo se explica detalladamente usando un estudio de IK realizado para esta tesis: el experimento de los zumos de frutas. El modelo inicial se va mejorando progresivamente durante la tesis y los datos del experimento se reanalizan usando nuevas propuestas. Muchas inquietudes prácticas aparecen cuando se estudia el modelo para estudios de IK mencionado anteriormente (entre otras, cuántos participantes son necesarios y cómo se desarrolla la sesión de recogida de datos). Se ha realizado una extensa revisión bibliográfica con el objetivo de responder éstas y otras preguntas. Se describen también las aplicaciones de IK más habituales, junto con comentarios sobre ideas particularmente interesantes de distintos artículos. La revisión bibliográfica sirve también para listar cuáles son las herramientas más comúnmente utilizadas en la fase de síntesis. La parte central de la tesis se centra precisamente en las herramientas para la fase de síntesis. Herramientas estadísticas como la teoría de cuantificación tipo I o la regresión logística ordinal se estudian con detalle, y se proponen varias mejoras. En particular, se propone una nueva forma gráfica de representar los resultados de una regresión logística ordinal. Se introduce una técnica de aprendizaje automático, los conjuntos difusos (rough sets), y se incluye una discusión sobre su idoneidad para estudios de IK. Se usan conjuntos de datos simulados para evaluar el comportamiento de las herramientas estadísticas sugeridas, lo que da pie a proponer algunas recomendaciones. Independientemente de las herramientas de análisis utilizadas en la fase de síntesis, las conclusiones serán probablemente erróneas cuando la matriz del diseño no es adecuada. Se propone un método para evaluar la idoneidad de matrices de diseño basado en el uso de dos nuevos indicadores: un índice de ortogonalidad y un índice de confusión. Se estudia el habitualmente olvidado rol de las interacciones en los estudios de IK y se propone un método para incluir una interacción, juntamente con una forma gráfica de representarla. Finalmente, la última parte de la tesis se dedica al escasamente tratado tema de la variabilidad en los estudios de IK. Se proponen un método (basado en el análisis clúster) para segmentar los participantes según sus respuestas emocionales y una forma de ordenar los participantes según su coherencia al valorar los productos (usando un coeficiente de correlación intraclase). Puesto que muchos usuarios de IK no son especialistas en la interpretación de salidas numéricas, se incluyen representaciones visuales para estos dos nuevos métodos que facilitan el procesamiento de las conclusiones.This PhD thesis deals with Kansei Engineering (KE), a technique for translating emotions elicited by products into technical parameters, and statistical methods that can benefit the discipline. The basic purpose of KE is discovering in which way some properties of a product convey certain emotions in its users. It is a quantitative method, and data are typically collected using questionnaires. Conclusions are reached when analyzing the collected data, normally using some kind of regression analysis. Kansei Engineering can be placed under the more general area of research of emotional design. The thesis starts justifying the importance of emotional design. As the range of techniques used under the name of Kansei Engineering is rather vast and not very clear, the thesis develops a detailed definition of KE that serves the purpose of delimiting its scope. A model for conducting KE studies is then suggested. The model includes spanning the semantic space – the whole range of emotions the product can elicit – and the space of properties – the technical variables that can be modified in the design phase. After the data collection, the synthesis phase links both spaces; that is, discovers how several properties of the product elicit certain emotions. Each step of the model is explained in detail using a KE study specially performed for this thesis: the fruit juice experiment. The initial model is progressively improved during the thesis and data from the experiment are reanalyzed using the new proposals. Many practical concerns arise when looking at the above mentioned model for KE studies (among many others, how many participants are used and how the data collection session is conducted). An extensive literature review is done with the aim of answering these and other questions. The most common applications of KE are also depicted, together with comments on particular interesting ideas from several papers. The literature review also serves to list which are the most common tools used in the synthesis phase. The central part of the thesis focuses precisely in tools for the synthesis phase. Statistical tools such as quantification theory type I and ordinal logistic regression are studied in detail, and several improvements are suggested. In particular, a new graphical way to represent results from an ordinal logistic regression is proposed. An automatic learning technique, rough sets, is introduced and a discussion is included on its adequacy for KE studies. Several sets of simulated data are used to assess the behavior of the suggested statistical techniques, leading to some useful recommendations. No matter the analysis tools used in the synthesis phase, conclusions are likely to be flawed when the design matrix is not appropriate. A method to evaluate the suitability of design matrices used in KE studies is proposed, based on the use of two new indicators: an orthogonality index and a confusion index. The commonly forgotten role of interactions in KE studies is studied and a method to include an interaction in KE studies is suggested, together with a way to represent it graphically. Finally, the untreated topic of variability in KE studies is tackled in the last part of the thesis. A method (based in cluster analysis) for finding segments among subjects according to their emotional responses and a way to rank subjects based on their coherence when rating products (using an intraclass correlation coefficient) are proposed. As many users of Kansei Engineering are not specialists in the interpretation of the numerical output from statistical techniques, visual representations for these two new proposals are included to aid understanding

Statistical methods in Kansei engineering studies

Aquesta tesi doctoral tracta sobre Enginyeria Kansei (EK), una tècnica per traslladar emocions transmeses per productes en paràmetres tècnics, i sobre mètodes estadístics que poden beneficiar la disciplina. El propòsit bàsic de l'EK és descobrir de quina manera algunes propietats d'un producte transmeten certes emocions als seus usuaris. És un mètode quantitatiu, i les dades es recullen típicament fent servir qüestionaris. S'extreuen conclusions en analitzar les dades recollides, normalment usant algun tipus d'anàlisi de regressió. L'EK es pot situar en l'àrea de recerca del disseny emocional. La tesi comença justificant la importància del disseny emocional. Com que el rang de tècniques usades sota el nom d'EK és extens i no massa clar, la tesi proposa una definició d'EK que serveix per delimitar el seu abast. A continuació, es suggereix un model per desenvolupar estudis d'EK. El model inclou el desenvolupament de l'espai semàntic – el rang d'emocions que el producte pot transmetre – i l'espai de propietats – les variables tècniques que es poden modificar en la fase de disseny. Després de la recollida de dades, l'etapa de síntesi enllaça ambdós espais (descobreix com diferents propietats del producte transmeten certes emocions). Cada pas del model s'explica detalladament usant un estudi d'EK realitzat per aquesta tesi: l'experiment dels sucs de fruites. El model inicial es va millorant progressivament durant la tesi i les dades de l'experiment es van reanalitzant usant noves propostes.Moltes inquietuds pràctiques apareixen quan s'estudia el model per a estudis d'EK esmentat anteriorment (entre d'altres, quants participants són necessaris i com es desenvolupa la sessió de recollida de dades). S'ha realitzat una extensa revisió bibliogràfica amb l'objectiu de respondre aquestes i altres preguntes. Es descriuen també les aplicacions d'EK més habituals, juntament amb comentaris sobre idees particularment interessants de diferents articles. La revisió bibliogràfica serveix també per llistar quines són les eines més comunament utilitzades en la fase de síntesi.La part central de la tesi se centra precisament en les eines per a la fase de síntesi. Eines estadístiques com la teoria de quantificació tipus I o la regressió logística ordinal s'estudien amb detall, i es proposen diverses millores. En particular, es proposa una nova forma gràfica de representar els resultats d'una regressió logística ordinal. S'introdueix una tècnica d'aprenentatge automàtic, els conjunts difusos (rough sets), i s'inclou una discussió sobre la seva idoneïtat per a estudis d'EK. S'usen conjunts de dades simulades per avaluar el comportament de les eines estadístiques suggerides, la qual cosa dóna peu a proposar algunes recomanacions.Independentment de les eines d'anàlisi utilitzades en la fase de síntesi, les conclusions seran probablement errònies quan la matriu del disseny no és adequada. Es proposa un mètode per avaluar la idoneïtat de matrius de disseny basat en l'ús de dos nous indicadors: un índex d'ortogonalitat i un índex de confusió. S'estudia l'habitualment oblidat rol de les interaccions en els estudis d'EK i es proposa un mètode per incloure una interacció, juntament amb una forma gràfica de representar-la. Finalment, l'última part de la tesi es dedica a l'escassament tractat tema de la variabilitat en els estudis d'EK. Es proposen un mètode (basat en l'anàlisi clúster) per segmentar els participants segons les seves respostes emocionals i una forma d'ordenar els participants segons la seva coherència en valorar els productes (usant un coeficient de correlació intraclasse). Com que molts usuaris d'EK no són especialistes en la interpretació de sortides numèriques, s'inclouen representacions visuals per a aquests dos nous mètodes que faciliten el processament de les conclusions.Esta tesis doctoral trata sobre Ingeniería Kansei (IK), una técnica para trasladar emociones transmitidas por productos en parámetros técnicos, y sobre métodos estadísticos que pueden beneficiar la disciplina. El propósito básico de la IK es descubrir de qué manera algunas propiedades de un producto transmiten ciertas emociones a sus usuarios. Es un método cuantitativo, y los datos se recogen típicamente usando cuestionarios. Se extraen conclusiones al analizar los datos recogidos, normalmente usando algún tipo de análisis de regresión.La IK se puede situar en el área de investigación del diseño emocional. La tesis empieza justificando la importancia del diseño emocional. Como que el rango de técnicas usadas bajo el nombre de IK es extenso y no demasiado claro, la tesis propone una definición de IK que sirve para delimitar su alcance. A continuación, se sugiere un modelo para desarrollar estudios de IK. El modelo incluye el desarrollo del espacio semántico – el rango de emociones que el producto puede transmitir – y el espacio de propiedades – las variables técnicas que se pueden modificar en la fase de diseño. Después de la recogida de datos, la etapa de síntesis enlaza ambos espacios (descubre cómo distintas propiedades del producto transmiten ciertas emociones). Cada paso del modelo se explica detalladamente usando un estudio de IK realizado para esta tesis: el experimento de los zumos de frutas. El modelo inicial se va mejorando progresivamente durante la tesis y los datos del experimento se reanalizan usando nuevas propuestas. Muchas inquietudes prácticas aparecen cuando se estudia el modelo para estudios de IK mencionado anteriormente (entre otras, cuántos participantes son necesarios y cómo se desarrolla la sesión de recogida de datos). Se ha realizado una extensa revisión bibliográfica con el objetivo de responder éstas y otras preguntas. Se describen también las aplicaciones de IK más habituales, junto con comentarios sobre ideas particularmente interesantes de distintos artículos. La revisión bibliográfica sirve también para listar cuáles son las herramientas más comúnmente utilizadas en la fase de síntesis. La parte central de la tesis se centra precisamente en las herramientas para la fase de síntesis. Herramientas estadísticas como la teoría de cuantificación tipo I o la regresión logística ordinal se estudian con detalle, y se proponen varias mejoras. En particular, se propone una nueva forma gráfica de representar los resultados de una regresión logística ordinal. Se introduce una técnica de aprendizaje automático, los conjuntos difusos (rough sets), y se incluye una discusión sobre su idoneidad para estudios de IK. Se usan conjuntos de datos simulados para evaluar el comportamiento de las herramientas estadísticas sugeridas, lo que da pie a proponer algunas recomendaciones. Independientemente de las herramientas de análisis utilizadas en la fase de síntesis, las conclusiones serán probablemente erróneas cuando la matriz del diseño no es adecuada. Se propone un método para evaluar la idoneidad de matrices de diseño basado en el uso de dos nuevos indicadores: un índice de ortogonalidad y un índice de confusión. Se estudia el habitualmente olvidado rol de las interacciones en los estudios de IK y se propone un método para incluir una interacción, juntamente con una forma gráfica de representarla. Finalmente, la última parte de la tesis se dedica al escasamente tratado tema de la variabilidad en los estudios de IK. Se proponen un método (basado en el análisis clúster) para segmentar los participantes según sus respuestas emocionales y una forma de ordenar los participantes según su coherencia al valorar los productos (usando un coeficiente de correlación intraclase). Puesto que muchos usuarios de IK no son especialistas en la interpretación de salidas numéricas, se incluyen representaciones visuales para estos dos nuevos métodos que facilitan el procesamiento de las conclusiones.This PhD thesis deals with Kansei Engineering (KE), a technique for translating emotions elicited by products into technical parameters, and statistical methods that can benefit the discipline. The basic purpose of KE is discovering in which way some properties of a product convey certain emotions in its users. It is a quantitative method, and data are typically collected using questionnaires. Conclusions are reached when analyzing the collected data, normally using some kind of regression analysis. Kansei Engineering can be placed under the more general area of research of emotional design. The thesis starts justifying the importance of emotional design. As the range of techniques used under the name of Kansei Engineering is rather vast and not very clear, the thesis develops a detailed definition of KE that serves the purpose of delimiting its scope. A model for conducting KE studies is then suggested. The model includes spanning the semantic space – the whole range of emotions the product can elicit – and the space of properties – the technical variables that can be modified in the design phase. After the data collection, the synthesis phase links both spaces; that is, discovers how several properties of the product elicit certain emotions. Each step of the model is explained in detail using a KE study specially performed for this thesis: the fruit juice experiment. The initial model is progressively improved during the thesis and data from the experiment are reanalyzed using the new proposals. Many practical concerns arise when looking at the above mentioned model for KE studies (among many others, how many participants are used and how the data collection session is conducted). An extensive literature review is done with the aim of answering these and other questions. The most common applications of KE are also depicted, together with comments on particular interesting ideas from several papers. The literature review also serves to list which are the most common tools used in the synthesis phase. The central part of the thesis focuses precisely in tools for the synthesis phase. Statistical tools such as quantification theory type I and ordinal logistic regression are studied in detail, and several improvements are suggested. In particular, a new graphical way to represent results from an ordinal logistic regression is proposed. An automatic learning technique, rough sets, is introduced and a discussion is included on its adequacy for KE studies. Several sets of simulated data are used to assess the behavior of the suggested statistical techniques, leading to some useful recommendations. No matter the analysis tools used in the synthesis phase, conclusions are likely to be flawed when the design matrix is not appropriate. A method to evaluate the suitability of design matrices used in KE studies is proposed, based on the use of two new indicators: an orthogonality index and a confusion index. The commonly forgotten role of interactions in KE studies is studied and a method to include an interaction in KE studies is suggested, together with a way to represent it graphically. Finally, the untreated topic of variability in KE studies is tackled in the last part of the thesis. A method (based in cluster analysis) for finding segments among subjects according to their emotional responses and a way to rank subjects based on their coherence when rating products (using an intraclass correlation coefficient) are proposed. As many users of Kansei Engineering are not specialists in the interpretation of the numerical output from statistical techniques, visual representations for these two new proposals are included to aid understanding.Postprint (published version