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Expert Systems with Applications 30 (2006) 658–673

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A Kansei mining system for affective design


Jianxin (Roger) Jiao*, Yiyang Zhang, Martin Helander
School of Mechanical and Aerospace Engineering, Nanyang Technological University, Nanyang Avenue 50, Singapore, Singapore 639798

Abstract

Affective design has received much attention from both academia and industries. It aims at incorporating customers’ affective needs into
design elements that deliver customers’ affective satisfaction. The main challenge for affective design originates from difficulties in mapping
customers’ subjective impressions, namely Kansei, to perceptual design elements. This paper intends to develop an explicit decision support
to improve the Kansei mapping process by reusing knowledge from past sales records and product specifications. As one of the important
applications of data mining, association rule mining lends itself to the discovery of useful patterns associated with the mapping of affective
needs. A Kansei mining system is developed to utilize valuable affect information latent in customers’ impressions of existing affective
designs. The goodness of association rules is evaluated according to their achievements of customers’ expectations. Conjoint analysis is
applied to measure the expected and achieved utilities of a Kansei mapping relationship. Based on goodness evaluation, mapping rules are
further refined to empower the system with useful inference patterns. The system architecture and implementation issues are discussed in
detail. An application of Kansei mining to mobile phone affective design is presented.
q 2005 Elsevier Ltd. All rights reserved.

Keywords: Affective design; Customer needs; Kansei engineering; Association rule mining; Conjoint analysis

1. Introduction it is imperative to design products by engaging customers’


emotions or attention so as to differentiate among products.
In today’s competitive environment, satisfying customer When designing products, customers’ affective needs
needs has become a great concern of almost every company must be considered (Jordan, 2000). Affect is said to be a
(Cross, 2000). While there are various customer needs, the customer’s psychological response to the perceptual design
functional and affective needs have been recognized to be of details (e.g. styling) of the product (Demirbilek & Sener,
primary importance for customer satisfaction (Khalid, 2003). Affect is a basis for the formation of human values
2001). In particular, mass customization and personalization and human judgment. For this reason it might be argued that
are increasingly accepted as an important instrument for models of product design that do not consider affect are
firms to gain competitive advantages (Tseng & Piller, 2003). essentially weakened (Helander & Tham, 2003). Until
Moreover, with the development of global markets and recently, the affective aspects of designing and design
modern technologies, it is likely that many similar products cognition have been substantially absent from formal
will be functionally equivalent. Customers may find it is theories of design (Helander, Khalid & Tham, 2001).
difficult to distinguish and choose many product offerings Affective design is the inclusion or representation of affect
(Huffman & Kahn, 1998). Design for performance (e.g. (e.g. emotions, subjective impressions, visual perceptions,
functional design) and design for usability (e.g. ergonomic etc.) in design processes (Khalid, 2004). Many research
design) no longer empower a competitive edge because issues are implied, including, for example, (1) how to
measure and analyze human reactions to affective design;
product technologies turn to be mature, or competitors can
and (2) how to assess the corresponding affective design
quickly catch up (Khalid & Helander, 2004). In this regard,
features. In the end, it is necessary to develop theories and
predictive models for affective design.
The main challenge for affective design is to grasp the
* Corresponding author. Tel.: C65 6790 4143; fax: C65 6791 1859. customers’ affective needs accurately and subsequently to
E-mail address: jiao@pmail.ntu.edu.sg (J.(R.) Jiao). design products that match these needs. In most cases, it is
0957-4174/$ - see front matter q 2005 Elsevier Ltd. All rights reserved. very hard to capture the customers’ affective needs due to
doi:10.1016/j.eswa.2005.07.020 their linguistic origins. Since subjective impressions are
J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 659

difficult to translate into verbal descriptions, affective needs to perceptual design elements. Based on association rule
are relatively short-lasting emotional states and tend to be mining, this research develops an inference system for
imprecise and ambiguous (Helander & Khalid, 2005). affective design decision support. The Kansei mining
Sometimes, without any technical experience, the customers system utilizes valuable information latent in customers’
do not know what they really want until their preferences impressions on existing affective designs.
are violated. In practice, customers, marketing folks and The remainder of the paper proceeds as follows. In
designers employ different sets of context to express their Section 2, the background research leading to Kansei
understanding of affect information. Differences in seman- mining is reviewed. Section 3 presents the general
tics and terminology impair the coherence of transferring formulation of Kansei mining problems. In Section 4, the
affective needs effectively from customers to designers. methodology of Kansei mining based on association rule
Furthermore, the sender–receiver problem which may arise learning is described. The Kansei mining system architec-
during the communication process between customers and ture and its implementation issues are discussed in Section
designers is a further reason leading to the misconception of 5. Evaluation of Kansei mining and association rule
customer affective needs (Blecker & Kreutler, 2004). refinement are discussed in Section 6. Section 7 reports
Kansei Engineering has been developed to deal with the application of Kansei mining to mobile phone affective
customers’ subjective impressions (called Kansei in design. Using a separate transaction data set, validation of
Japanese) regarding a product (Nagamachi, 1989). By the Kasei mining system is discussed in terms of affective
Kansei words, the customers are guided to express their design support in Section 8. Managerial implications and
affective needs, their feelings, and their emotional states. conclusions are drawn in Section 9.
These emotional and sensory wants are then translated into
perceptual design elements of the product (Nagamachi,
1996). While Kansei words excel in describing affective
needs, the mapping relationships between Kansei words and 2. Background review
design elements are often not clearly available in practice.
Designers are often not aware of the underlying coupling Approaches to capture, analyze, understand and project
and interrelationships among various design elements with customer needs have received a significant amount of
regard to the achievement of customers’ affective satisfac- interests (McKay et al., 2001). A method used for
tion. Clausing (1994) discerns customer needs and product transforming the customer needs to product specifications
specifications, and points out that the mapping problem in is developed by Ofuji et al. (Shoji et al., 1993), in which
between is the key issue in ‘design for customers’. semantics methods, such as the Kawakita Jiro (KJ) method
In addition, there rarely exists any definite structure of (i.e. affinity diagram) and multi-pickup method (MPM), are
affective need information. Kansei words are usually applied as the basis for discovering underlying facts from
expressed in abstract, fuzzy, or conceptual terms, leading affective language. Kano et al. (1984) propose a diagram to
to work on the basis of vague assumptions and implicit categorize different types of customer requirements for
inference. A few researchers have enforced a hierarchical product definition.
structure or an AND/OR tree structure for the articulation of Market researchers have emphasized customer profiling
customer needs, for example, the requirement taxonomy by applying regression analysis to compare customer
(Hauge & Stauffer, 1993), the customer attribute hierarchy characteristics and to determine their overall ranking in
(Yan, et al., 2001), and the functional requirement topology contribution towards profitability (Jenkins, 1995). Tra-
(Tseng & Jiao, 1998). Nevertheless, the non-structure nature ditionally, market analysis techniques are adopted for
of affect information itself coincides with those difficulties investigating customers’ responses to design options. For
in natural language processing (Shaw & Gaines, 1996). example, conjoint analysis is widely used to measure
Due to the above hindrances inherent in the Kansei preferences for different product profiles and to build market
mapping process, reusing knowledge from historical data simulation models (Green & DeSarbo, 1978). Louviere
suggests itself as a natural technique to facilitate the et al. (1990) use discrete choice experiments to predict
handling of affective need information, as well as tradeoffs customer choices pertaining to design options. Turksen and
among many design elements. To this end, this paper Willson (1992) employ fuzzy systems to interpret the
proposes to apply data mining techniques to improve the linguistic meaning regarding customer preferences as an
identification of customers’ affective needs and the mapping alternative to conjoint analysis. As a qualitative approach,
of these needs to affective design elements. Data mining has focus groups are used to provide a reality check on the
been well recognized for decision support by efficient usefulness of a new product design (LaChance-Porter,
knowledge discovery of previously unknown and poten- 1993). Similar techniques include one-on-one interviews
tially useful patterns of information from past data (Chen and similarity–dissimilarity attribute rankings (Griffin &
et al., 1996). As one of the important applications of data Hauser, 1992). While these types of methods are helpful for
mining, association rule mining lends itself to the discovery discovering the customer needs, it is still difficult to obtain
of knowledge associated with mappings from Kansei words design requirement information because customers
660 J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673

and marketing folks do not necessarily understand what techniques to build customer requirements into the QFD
design engineers need to know. process (Byrne & Barlow, 1993). McAdams et al. (1999)
A number of complex customer behaviors such as propose a matrix approach to the identification of
perceptions, motivations, attitudes and personality can be relationships between customer needs and product
grouped under psychological factors for making rational functions.
decisions (Louder & Bitta, 1988). These factors influence Kansei engineering has been well recognized as a
the way in which customers select, organize and interpret a technique of translating consumers’ psychological feelings
company and its product offerings. As a structured about a product into perceptual design elements (JSKE,
questioning methodology built upon Kelly’s repertory grid 2003). Nagamachi (1996) proposes six technical styles of
technique (Kelly, 1955), the laddering technique has been Kansei engineering methods with applications to the
widely used to transform customers’ psychological factors automobile industry, cosmetics, house design, and sketch
into useful inputs for design applications (Rugg & diagnosis. He studies the integration of Kansei engineering
McGeorge, 1995). Many methods and tools in the field of and virtual reality in Kansei design. Nadia (2001) adopts
knowledge acquisition, such as observation, self-report Kansei modeling to reduce the uncertainty and complexity
(Cortazzi & Roote, 1975), interview, protocol, ethnographic involved in the mapping between visual expressions and
methods (Mead, 1928), and sorting techniques (Shaw, impressive words used to convey them. Hajime (2002)
1980), have some applicability in requirement elicitation for explores a unique field of food Kansei engineering. By food
product development (Shaw & Gaines, 1996). Maiden and Kansei engineering, emotional states are measured when
Rugg (1996) propose a framework called acquisition of one eats and drinks. It explains why humans acquire a taste
requirements (ACRE) to assist practitioners in under- for several commercially available food and beverages.
standing the strengths and weaknesses of each of the Sedgwick et al. (2003) adopt semantic differential tech-
methods for requirement elicitation. Chen and his co- niques to inform the customers of the surface’s physical
authors propose an integrated approach to the elicitation of characteristics for their packaging to enhance their
customer requirements by combining picture sorts, fuzzy emotional engagement with the products. Ishihara et al.
evaluation, laddering, and neural network techniques (Chen (1995) apply neural network techniques to enhance the
& Occeña, 1995; Chen et al., 2000, 2002; Yan et al., 2001, inference between Kansei words and design elements in
2002). Kansei design systems. Matsubara and Nagamachi (1997)
To map customer needs to design specifications, Hauge propose to develop hybrid expert systems for Kansei design
and Stauffer (1993) develop taxonomy of product require- support.
ments to assist in traditional qualitative market research. To Osgood et al., (1967) propose semantic differential
elicit knowledge from customers (ELK), the taxonomy of techniques, in which adjective pairs of opposite meanings
customer requirements is deployed as an initial concept are created. Thus, different product alternatives can be
graph structure in the methodology for question probe—a subjectively evaluated using such semantic scales. Relying
method used in the development of expert systems. While on Osgood’s methodology, Kuller (1975) develops semantic
ELK aims at making customer information more useful to scales for product design for the first time, where 36
the designer, the taxonomy developed for ELK is too adjectives are validated and grouped into seven factors. The
general to be a domain independent framework (Tseng & Kuller’s method for measuring affect becomes the catalyst
Jiao, 1998). A key component of Quality Function for successive researches. Krlsson et al. (2003) apply the
Deployment (QFD; Clausing, 1994) is the customer Kuller’s method to evaluate automobiles so that different
requirement framework to aid the designer’s view in designs of automobiles are discerned. Chen and Liang
defining product specifications. While QFD excels in (2001) evaluate 19 cars using such adjectives as ‘stream-
converting customer information to design requirements, it lined’, ‘futuristic’, ‘cute’, ‘dazzling’, ‘comfortable’, ‘digni-
is limited as a means of actually discovering the voice of fied’, ‘sturdy’, ‘powerful’ and ‘mature’. Each car is rated by
customers (Hauge & Stauffer 1993). To empower QFD with 48 subjects using a scale according to multidimensional
market aspects, Fung and Popplewell (1995) propose to scaling. Similar work is developed by Khalid and Helander
preprocess the customer needs prior to their being entered as (2004) to measure users’ responses to four electronic
customer attributes into the House of Quality (HoQ). In this devices for the instrument panel of cars. Helander and
process, the voice of customers is categorized using an Tay (2003) investigate if the same Kansei words could be
affinity diagram (KJ method). Fung et al., (2002) further used to describe four different types of kitchen appliances.
adopt the Analytic Hierarchy Process (AHP; Saaty, 1980) to More recently, Jordan (2000) and Desmet (2003) introduce
analyze and prioritize customer requirements. Fung et al. questionnaires and measurement instruments to assess
(2002) extend their QFD-based customer requirement emotional responses to consumer products. Whatever the
analysis method to a non-linear fuzzy inference model. method, emotions are not easy to study, especially when it
Fukuda and Matsuura (1993) also propose to prioritize the involves studying emotion blends (Scherer, 1998). At this
customer’s requirements by AHP for concurrent design. stage the measurement of emotions poses one of the most
Researchers at IBM have applied structured brainstorming challenging aspects of affective design.
J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 661

Affective evaluation necessitates a new and different affect information of a particular customer,
perspective to design. Essentially, it is not how to evaluate cni 2Ci jdni 2½1; .; Ni , can be depicted as a vector of

users; but how the user evaluates (Helander & Khalid, certain Kansei words, for example, fni h ½f2 ; f4 ; .; f8 ,
2005). A common problem lies in that, although prospective where f2 refers to the 2nd Kansei word employed by
customers may respond in a survey that they like to buy, customer cni , f4 the 4th Kansei word, and f8 the 8th Kansei
they may regret at the time of the actual purchase. There is a word. All population of customers’ affective needs
  
long mental step between intention and behavior (Fishbein constitute a set, F  h ff1 ; f2 ; .; fNi g.
& Ajzen, 1972). Hence, the information on customer needs Affective design yields many products that are desired by
may be sketchy, and designers will proceed by ignoring different customers. Each product is characterized by a set
customer needs and estimate functional requirements as of perceptual design elements (DEs), V h fvq jqZ 1; .; Qg;
much as they can. The mapping from the affective customer where vZ :: vq 2Vq . All existing products comprise a set,
domain to the design domain will have to be based on Ph{p1,p2,.,pT} where T refers to the total number of
incomplete information. products. The specification of a particular product, pt2-
Furthermore, most approaches assume product Pjdt2[1,.,T], can be represented as a vector of certain
development starts from a clean sheet of paper. In DEs, for example, vt h ½v2 ; v3 ; .; v6 ; where v2 means that
practice, most new products evolve from existing product pt involves the 2nd DE, v3 the 3rd DE, and v6 the
products (i.e. variant design). Historical data, product 6th DE. All the instances of DEs comprise a set,
evolution paths, and feedback from customers on current V  h fv1 ; v2 ; .; vT g.
products are often considered only implicitly, if not Differentiation between the customer domain (F*) and
ignored. As a result, product design seldom has the the design domain (V*) is consistent with the fact that
opportunity to take advantage of the wealth of customer customers’ affective impressions are associated with the
need information accumulated from previous product gestalt products, rather than individual DEs. The customers
designs. This demands a structured approach to Kansei do not know what their affective needs mean by mapping to
design and to the capturing of gestalt affect information specific DEs. The mapping relationship between customer
from existing designs. affective needs and perceptual design elements is thus noted
as F*0V*, where an association rule, 0, indicates an
inference from the precedent (F*) to the consequence (V*).
3. Problem description All association rules constitute the knowledge base for the
mappings from Kansei words to DEs, LZ hfm 0 vq i.
As shown in Fig. 1, affective design involves a mapping
process from affective needs in the customer domain to
perceptual design elements in the design domain. It
illustrates how a designer may achieve affective design 4. Association rule mining
and how the customer of the product will perceive and react.
In general, customer affective needs can be described using Association rule mining is a data mining method to find
a set of Kansei words, F h ffm jmZ 1; .; Mg; where the interesting association or correlation among a large set
f Z :: fm 2Fm . Suppose that there are multiple market of data items. Let hZ{i1,i2,.ix,.iy,.im} be a set of items,
segments, Sh{sij iZ1,.,I}, each containing homogeneous and T a set of database transactions, where Th{t1,t2,.,ti.,
customers. The customers in each segment comprise a set, tK}. Associated with an identifier, each transaction ti is a set
Cih{c1,c2,.,cN}, where Ni denotes the total number of of items such that ti4h. A transaction ti is said to contain ix
customers involved in ith segment. For each segment, the if and only if ix4ti. An association rule is an implication of
the form ix0iy, where ix4h, iy4h, and ixhiyZF. The rule
ix0iy in the transaction set T holds the support s%, where
s% is the percentage of transactions in T that contain ixhiy
(i.e., both ix and iy). This is taken as a probability, i.e.,
P(ixhiy). The rule ix0iy in the transaction set T holds the
confidence c%, where c% is the percentage of transactions
containing ix that contain iy in T. This is taken to be a
conditional probability, i.e. P(iy/ix). That is (Han & Kamber,
2001),
Countðix h iy Þ
S% Z (1)
CountðtÞ

Countðix h iy Þ
C% Z ; (2)
Fig. 1. Mapping in affective design. Countðix Þ
662 J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673

where Count(ixhiy) refers to the number of the transactions to establish the transaction records first and then find the
that contain both item ix and item iy; Count(ix) denotes the items involved in each transaction. One-to-one relationships
number of the transactions that only contain item ix; and should be established among various fields in the same
Count(t) means the number of all the transactions in T. transaction. The relational database model is considered for
Those rules that satisfy both a minimum support threshold the Kansei database, as it allows files to be related by means
(min_sup) and a minimum confidence threshold (min_conf) of a common field, which makes the model flexible. Fig. 3
are called strong rules. shows the entity relationships among transaction data.
The sales records are extracted from the company’s
legacy databases and are stored in the need information
5. Kansei mining system table labeled with the customer ID. The perceptual design
elements are identified from previous product specifications
Fig. 2 shows the architecture of the Kansei mining and are stored in the product document table labeled with
system, which consists of four modules, namely Kansei the product ID. The affective need information table thus
database construction, Kansei mining, goodness evaluation, contains all transaction records that entail the translation of
and rule refinement and presentation. First, a relational customers’ affect information to Kansei words. Kansei
database is established to document all target data extracted words are identified a priori from customer needs based on
from past sales records and previous product specifications. market research. Kansei words are mostly adjectives and
All records are assorted by affective needs, design elements, sometimes nouns. A mobile phone customer, for example,
and Kansei words. Then the Kansei mining procedure is may use such Kansei words as ‘comfortable’, ‘highly
initiated to search for interesting patterns. By Kansei qualified’ and ‘cute’ to articulate his subjective impression
mining, many useful rules are generated. Then goodness on a particular design that comprises a few perceptual
evaluation is enacted to justify the quality of rules with design elements. The product document table contains
respect to individual segments. Finally, the rule refinement information of existing design elements that constitute
and presentation module comes into play to identify those various product styles. These two tables are related through
most relevant and valuable rules and accordingly constructs customer-product pairs that relate each customer ID to a
the knowledge base. product ID used to meet this customer, thus embodying
mapping transaction data from previous designed products.
5.1. Kansei database construction
5.2. Kansei mining
Before proceeding to rule mining of data sets, raw data
must be preprocessed in order to be useful for knowledge Traditional association rule mining (ix0iy) assumes that
discovery. For association rule mining, it is most important all items belong to one item-set of transaction data (ix4h,

Fig. 2. Kansei mining system architecture.


J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 663

This paper adopts a well-known algorithm, called Apriori


algorithm (Agrawal & Srikant, 1994) to determine frequent
item-sets. Apriori is an influential algorithm for mining
frequent item-sets. It uses prior knowledge of frequent item-
set properties and employs an iterative approach known as a
level-wise search, where k-item-sets (the item-sets that contain
kth items) are used to explore (kCI) -item-sets. Once the
frequent item-sets are identified from DB, it is straightforward
to generate strong association rules from them.

Fig. 3. Organization of transaction data. 5.3. Goodness evaluation

Each association rule indicates a particular correspon-


and iy4h). In the case of Kansei mining, however, rule dence between certain Kansei words and a few design
mining involves two different item-sets, that is, ix4F* and elements. Such a correspondence must be useful to suggest
iy4V*, corresponding to Kansei words and design elements, the underlying inference mechanism of affective design.
respectively. For each market segment, si, item-set F* Therefore, the goodness of each association rule has to be
consists of a number of Kansei words embodied in various evaluated in order to find relevant and valuable mapping
customer affective needs belonging to the same segment, patterns. This is to be elaborated more in Section 6.
i.e., ffm jc mZ 1; .; Mg. Each customer’s affective needs
for a specific product suggest a particular combination of 5.4. Rule refinement and presentation

certain Kansei words, i.e. fni Z ½fm M . The product is
*
described as an item-set V comprising a set of design Based on the evaluation results, the associated rules are
elements, i.e. Vq h fvq jqZ 1; .; Qg: As a result, the refined to keep the most meaningful rules in the knowledge
general form of an association rule in Kansei mining is base in the form of either case bases or rule bases. The
given as the following, characteristics of each segment should also be explored
based on the rules and the related support and confidence
a1 o a2 /oax /oaX 0 b1 o b2 /oby
(3) levels. Moreover, the causality of original association rules
/obY ½Support Z s%; Confidence Z c%; are defined for single DE options, as the precedent of each
rule is a subset of {fm} and the consequence of each rule is a
where dax 2ffm gM jc xZ 1; .; X% M,
 subset of {(ni,t)} per se. Nevertheless, inference relation-
dby 2fvq gQ jc yZ 1; .; Y % Q, and s% and c% refer to
ships do exist in various combinations of more DE options.
the support and confidence levels for this rule, respectively.
This means a need for generating combinatorial rules. To
They are calculated based on the following,
solve such a rule refinement problem, the Kansei mining
countða1 o a2 /oaX o b1 o b2 /obY Þ system adopts an equivalence class method proposed by
s% Z !100%
countðDBÞ ChangChien and Lu (2001). Finally, users can retrieve all
(4) the rules stored in the knowledge base to understand the
mappings of affective needs to DEs clearly, to gain insights
countða1 o a2 /oaX o b1 o b2 /obY Þ into the consequences of diverse customer preferences on
c% Z !100% different product images, and thus to justify the proper
countða1 o a2 /oaX Þ
specification of product offerings in terms of perceptual
(5)
features.
where count(a1oa2.oaXob1ob2.oby) is the number
of transaction records in database (DB) containing all items
a1, a2, ., and aX, as well as b1, b2, ., and bY; count(DB) is 6. Goodness evaluation for association rule refinement
the total number of data records contained in DB; and
count(a1oa2.oaX) is the number of transaction records in One of the challenges of association rule mining lies
DB containing all items a1, a2, ., and aX. In addition, the set in the decision of thresholds, i.e. the minimum support
{a1,a2,.,ax,.,aX} embodies a non-empty subset of and minimum confidence levels. Generally, allowing low
ffm jc m 2½1; Mg, whereas the set {b1, b2,.,by,., bY} levels of the thresholds may produce overwhelmed
exhibits a non-empty subset of fvq jc q 2½1; Qg. The information. To the contrary, using too strict threshold
association rule in Eq. (3) means that the data occurrence of levels may result in possible omission of useful mapping
a1, a2, ., and aX associates with the data occurrence of b1,, patterns. It is, however, difficult to determine appropriate
b2, ., and bY at a s%-support and a c%-confidence levels. parameters for granularity, especially at the stage when
A good number of efficient algorithms for mining the underlined patterns are still unknown. While arbitrary
association rules have been proposed (Chen et al., 1996). decision for such parameters is deemed to be improper,
664 J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673

most practitioners rely on the conjecture by domain 6.2. Segment-level goodness evaluation
experts.
In the case of Kansei mining, it is more preferable to Due to the heterogeneous nature of customer needs,
adopt a two-step approach to generate the most promising measuring the customer perceived utility is difficult. For
rule patterns. At first, sets of raw rules are generated by every two customers whose needs differ from each other,
specifying low values for the support and confidence their appreciation of the benefits gained from the same
thresholds. Low threshold levels warrant raw rules are product design may be distinct. In practice, companies
yielded as many as possible. The fact is that all rules always provide diverse products to accommodate different
generated using higher threshold levels are de facto subsets customers. For a product that is to serve certain customer
of the rule sets generated from less strict mining. And then, needs, the perceived benefits may be less for those
these raw rules are evaluated according to their goodness, customers with dissimilar requirements. Hence the average
and thus are refined by discarding those poor rules. Such a perceived benefit of a design is dominated by the majority of
two-step approach circumvents the difficulties in justifying similar customer needs. This may distort the evaluation of a
reasonable support and confidence thresholds, and thereby design if considering disparate customers at the same time.
helps to identify meaningful rules. Market segmentation has convinced that groups of
customers with similar needs are likely to present a more
homogeneous response to products and marketing programs
6.1. Goodness index (Kotler, 1994). As a result, rule refinement should be
implemented at the segment level. That means both
It is necessary to choose the right criterion of goodness expected and achieved utilities should be measured
for rule refinement. Corresponding to certain customer according to the customers belonging to the same segment.
needs represented as a bundle of Kansei words, the designer Within the same segment, customer affective needs and rule
provides a bundle of design elements considered most patterns are similar.
approximate to meet the customer’s expectation. From the Assume that there exist multiple market segments,
designer’s viewpoint, a customer’s affective satisfaction can Sh{sijiZ1,.,I}. For each segment, si, a number of J raw
be interpreted as the customer’s expected utility measured rules are generated from Kansei mining. The customer’s
based on the customer’s perceived benefits embodied in a perceived benefits of DEs suggested by the jth rule are
combination of Kansei words. Nevertheless, from the measured as the achieved utility, fUijA gI:J , corresponding to
customer’s perspective, his perceived benefits may vary the customer’s expected utility of those Kansei words in
when design delivers different bundles of design elements. relation to the jth rule, fUijE gI:J . Suppose there are L
This implies that the achieved utility of a design in terms of transaction records involved in the transaction database.
design elements is different from the original customer’s Each transaction record comprises two item-sets, i.e. F* and
expected utility in terms of Kansei words, although these V*. For each segment, si, the customer’s expected utility for
design elements suppose to be mapped from the specified the item-set F* involved in lth transaction, where lZ1,.,L,
Kansei words. The customer’s perceived benefits from is represented by fUilF gI:L , and the customer’s expected
utility for the item-set V* involved in lth transaction is
delivered design elements constitute the achieved utility,
represented by fUilV gI:L .
indicating what they really gain.
A number of procedures for simultaneously performing
Therefore, the difference between the expected and
market segmentation and calibrating segment-level part-
achieved utilities reveals the degree of a customer’s
worth utilities have been developed in recent years (Wedel
affective satisfaction. The theory of modern service market-
& Kamakura, 1998). Among many methods, conjoint
ing suggests that the more difference between the
analysis has proven to be an effective means to estimate
customers’ gained service level and their expected service individual level part-worth utilities associated with individ-
level, the more their satisfactions are (Zeithaml & Bitner, ual product attributes (Green & Krieger, 1985). This paper
2001). More delight can even be created by achieving more thus applies conjoint analysis to determine the expected and
than the expected utility (Kano et al., 1984). Such a achieved utilities. A goodness index is computed as the
difference further explains to what extent offering certain following,
design elements can fit the customers’ affective needs. As a
result, a goodness index of mapping rules is introduced as UijA
lij Z ; (6)
the ratio of the achieved utility to the expected utility. The UijE
higher value of the ratio, the higher quality of the rule would
be. Such a ratio-based index is advantageous over the
X
Q
conventional approaches based on weighted sum. It enables s:t: UijA Z aAj C uAiq xjq ;
a dimensionless measure of relative magnitude, in addition qZ1 (7)
to overcoming the tedious issue of determining importance
weights. ci 2f1; .; Ig; c j 2f1; .; Jg;
J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 665

X
Q Table 1
UijE Z aEj C uEiq xjq ; Kansei words for mobile phones
qZ1 (8) fm jc mZ 1;/; M Description Code

ci 2f1; .; Ig; c j 2f1; .; Jg; f1 Portable F1


f2 Sturdy F2
f3 Enjoyable F3
X
Q
f4 Dignified F4
UilV Z UilF Z al C uEiq ylq ; f5 Cheerful F5
qZ1 (9) f6 Natural F6
f7 Delightful F7
ci 2f1; .; Ig; c l 2f1; .; Lg; f8 Stimulating F8
f9 Comfortable F9

xjq ; ylq 2f0; 1g; f10

Dazzling F10
(10) f11 Mature F11

cj 2f1;/; Jg; c l 2f1;/; Lg; c q 2f1;/; Qg; f12 Fashionable F12

f13 Friendly F13

where lij indicates the goodness of the jth rule for segment f14 Cute F14

f15 Futuristic F15
si, UijA denotes the achieved utility of the jth rule with respect
to segment si; UijE stands for the expected utility of the jth
rule for segment si; UilF represents the total utility of all
Kansei words involved in the lth transaction for segment si; phone users. Based on existing designs, a total number of 23
UilV is the total utility of all design elements included in the perceptual design elements are extracted, as shown in
lth transaction for segment si; uAiq means the achieved part- Table 2.
worth utility of the qth design element for segment si; uEiq It is interesting to notice the difference between the
represents the expected part-worth utility of segment si in customers’ and designers’ views on affective design of
relation to the qth design element; and constants aAj , aEj and mobile phones. What customers really perceive is how they
al are respective intercepts. feel about the gestalt impression of a particular mobile
Eq. (6) is to measure the goodness of the jth rule, that is, phone design. Their affective needs are expressed in their
to what extent the design elements involved in this rule fit own language (Kansei words). It is in the design domain
the customer’s expected utility. Eqs. (7) and (8) refer to the
where the affective aspect of a mobile phone is interpreted
procedure of conjoint analysis-ensure that the composite
in terms of individual design elements. There is a practical
utilities to be constructed from part-worth utilities of
need to fill the gap between the customers’ expectations in
individual design elements, fvq gQ . Eq. (9) indicates that
the customer domain and product fulfillment in the design
the customer expectations embodied in diverse customer
domain.
needs are modeled as the expected part-worth utilities of
individual design elements, fvq gQ . Constraint (10) rep-
resents a binary restriction, where xjq is a binary variable 7.2. Transaction database
such that xjqZ1 if the qth design element is contained in jth
rule, and xjqZ0 otherwise; and ylq is a binary variable such The set of Kansei words are stored in the affect
that ylqZ1 if the qth design element is contained in lth information database, whilst perceptual design elements
transaction, and ylqZ0 otherwise. are stored in the product specification database. These two
databases are interrelated with each other according to
customers’ choices of mobile phones. The target data are
7. Case study extracted from previous customer need information and
product specifications and are organized into a transaction
7.1. Problem illustration database, as shown in Table 3. Each transaction record
indicates what design elements are used for fulfilling a
The potential of Kansei mining has been tested in a customer’s affective expectation.
company that produces a large variety of mobile phones. For illustrative simplicity, only 30 out of hundreds of
The company has conducted extensive market studies and transaction records are used in the case study here. As
competition analyses and projected the trends of design shown in Table 3, the set of Kansei words for each customer
technologies in the business sector concerned. The historical indicates the customer’s affective needs for his choice of
data about the customer affective needs of mobile phones mobile phones, which are described as a particular instance
are assorted according to well-known Kansei words related of the subset of FZ ffm gM . Among 30 mobile phone designs
to mobile phones (Khalid & Helander, 2004). As shown in provided to satisfy the 30 customers, the design elements
Table 1, a total number of 15 Kansei words are used to used in each design are represented as specific instances of
describe affect information as perceived by different mobile the DE vector, ½vq Q .
666 J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673

Table 2
Perceptual design elements for mobile phones

Code V1 V2 V3 V4
vq

Code V5 V6 V7 V8
vq

Code V9 V10 V11 V12


vq

Code V13 V14 V15 V16


vq

Code V17 V18 V19 V20


vq

Code V21 V22 V23


vq

7.3. Association rule mining A data-mining tool, Magnum Opus (Version 2.0,
www.rulequest.com), is employed to find the mapping
As shown in Table 3, the 30 transaction data are organized relationships between the Kansei word item-set and the
in two segments, s1 and s2, which are identified based on design element item-set for each segment. Given transaction
established market research of the company. Segment s1 databases, all data are extracted and input to the Magnum
includes customer records 1, 2, 4, 7, 8, 11, 12, 14, 15, 18, 21, Opus system. There are five rule mining metrics provided by
24, 25 and 29. Segment s2 consists of customers 3, 5, 6, 9, 10, the system: leverage, lift, strength, coverage, and support.
13, 16, 17, 19, 20, 22, 23, 26, 27, 28 and 30. Different rules are generated using different search modes.

Table 3
Transaction database

Record TID Kansei words fni h ½fm jc mZ 1; .; M Design elements vt jc tZ 1;/; T
Segment1 T001 F1, F2, F6, F11, F13 V1, V5, V8, V10, V12, V15, V18, V20
T002 F1, F3, F6, F7, F11, F13 V3, V5, V12, V15, V18, V20, V21
T004 F2, F3, F6, F7, F9, F11, F13, F14 V1, V3, V5, V10, V13, V21, V22
. . .
T024 F6, F7, F9, F13, F14 V3, V5, V8, V9, V18, V20, V22
T025 F3, F7, F11, F13, F14 V3, V6, V10, V13, V18, V20, V21, V22
T029 F1, F6, F7, F9, F13, F14 V3, V5, V8, V13, V15, V18, V20, V22
Segment2 T003 F5, F8, F12, F15 V2, V4, V6, V7, V9, V17, V19
T005 F3, F4, F8, F10, F12, F15 V2, V6, V7, V9, V16, V17, V19, V21
T006 F5, F8, F12, F15 V2, V4, V6, V7, V9, V17, V19
. . .
T027 F3, F4, F5, F8, F10, F12 V2, V4, V6, V7, V10, V11, V17, V19
T028 F3, F5, F8, F12, F15 V2, V4, V6, V7, V10, V17, V21
T030 F4, F5, F10, F12 V6, V10, V11, V13, V17, V19
J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 667

Table 4
Association rules produced by Kansei mining

Rule Inference relationship Support Confidence


Segment 1 1 portable0V15 0.633 0.323
2 portable 0V12 0.633 0.267
3 Delightful0V3 0.300 0.289
4 Enjoyable0V21 0.329 1.000
5 Mature0V10 0.233 0.322
6 Mature0V18 0.233 0.368
7 Natural0V18 0.267 1.000
8 Delightful0V22 0.300 0.323
9 Comfortable0V22 0.267 0.933
10 Portable0V5 & V15 & V12 0.633 0.315
11 Delightful0V13 & V3 0.300 0.267
12 Cute0V12 0.600 1.000
13 Delightful & cute0 0.264 0.875
V3 & V22
14 Natural & mature & frien- 0.206 0.764
Fig. 4. Kansei mining in Magnum Opus. dly0V18 & V20 & V10
15 Delightful & comfortable & 0.263 0.872
cute0V22 & V3 & V12
In this case study, only the support and strength search 16 Natural & delightful & 0.212 0.864
modes are used to implement the Apriori algorithm, which friendly0V18 & V20
requires only support and confidence thresholds to find & V3 & V8
strong association rules. By specifying the minimum value 17 Mature & natural & friendly 0.200 0.664
& comfortable0V18 & V20
for each matrix, all the rules satisfying the specified
& V22 & V10
thresholds are identified. 18 Cute & portable0V12 & V5 0.526 0.835
To ensure that a complete set of rules are derived, the & V15
maximal number of possible rules is set at 10,000. 19 Mature & enjoyable & 0.200 0.763
Accordingly, the Magnum Opus system finds association sturdy0V18 & V20 &
V8 & V10
rules within this range. The minimum leverage, minimum
20 Natural & portable & 0.200 0.625
lift, minimum strength, minimum coverage, and minimum friendly0V12 & V10
support are set as 0, 1.0(default value required by the & V5 & V15
system), 0.2, 0, and 0.2, respectively. Fig. 4 shows the Segment 2 1 Enjoyable0V21 0.600 1.000
setting of search modes and their metrics used in the rule 2 Fashionable0V2 0.467 0.433
3 Fashionable0V7 0.467 0.226
induction process of Magnum Opus. The mining process 4 Dignified0V17 & V19 0.700 0.227
runs two times and terminates with two sets of rules 5 Dignified0V19 0.700 0.323
containing 265 and 173 association rules for segment 1 and 6 Fashionable0V6 0.467 0.200
2, respectively. For illustrative simplicity, only 20 rules are 7 Cheerful0V7 & V4 0.627 0.375
8 Dignified0V17 0.700 0.289
presented here for each segment, as shown in Table 4.
9 Stimulating0V6 0.362 0.362
10 Cheerful0V6 & V2 0.627 0.482
7.4. Goodness evaluation 11 Dazzling0V17 & V9 0.533 0.875
12 Stimulating0V7 0.362 0.325
13 Cheerful & stimulating0V7 0.300 1.000
The achieved utility of an association rule is derived & V4
from the customer’s perceived utility in terms of related 14 Dazzling & cheerful0V17 0.206 0.764
design elements to this rule. Customer perceived utilities are & V6 & V2
determined based on conjoint analysis. Conjoint analysis 15 Enjoyable & digni- 0.233 0.825
starts with the construction of testing choice sets. Given all fied0V17 & V19 & V21
16 Dignified & dazzling0V17 0.267 0.923
the design elements involved in the transactions, for & V19 & V9
segment s1, a total number of 214Z16,384 possible 17 Dazzling & fashionable & 0.327 0.671
combinations may be constructed. To overcome combina- stimulating0V17 & V2 &
torial explosion, orthogonal experiments are designed using V9
18 Futuristic & dignified & 0.300 0.648
the Orthogonal Array Selector provided by SPSS software
enjoyable & stimula-
(www.spss.com). A total number of 36 and 27 orthogonal ting0V17 & V19 & V21
testing choice sets are generated for segments s1 and s2, 19 Enjoyable & futuristic & 0.253 0.876
respectively. With these choice sets, two fractional factorial cheerful0V19 & V21 & V2
experiments are designed to explore the achieved utility of 20 Dazzling & futuristic0V17 0.325 0.712
& V19
every design element for each segment. The results of
respective experiment designs are shown in Tables 5 and 6.
668 J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673

Table 5
Response surface experiment design for segment 1

Conjoint test (segment 1) Preference Scale


Choice V1 V3 V5 V6 V8 V9 V10 V12 V13 V15 V18 V20 V21 V22
1 1 0 0 1 1 0 0 1 1 0 0 1 1 0 7
2 0 1 1 0 0 1 1 0 0 1 1 0 0 1 5
3 1 0 1 0 1 0 1 0 1 0 1 0 1 0 9
. . . . . . . . . . . . . . . .
34 0 0 0 1 0 0 0 1 0 0 0 1 0 0 4
35 1 1 1 0 1 1 1 0 1 1 1 0 1 1 5
36 0 1 1 1 0 1 1 1 0 1 1 1 0 1 2

Table 6
Response surface experiment design for segment 2

Conjoint test (segment 2) Preference Scale


Choice V2 V4 V6 V7 V9 V10 V11 V13 V16 V17 V19 V21
1 1 1 0 1 1 0 1 1 0 1 1 0 8
2 0 1 1 0 1 1 0 1 1 0 1 1 5
3 1 0 1 1 0 1 1 0 1 1 0 1 3
. . . . . . . . . . . . . .
25 0 0 1 0 0 1 0 0 1 0 0 1 5
26 1 0 0 1 0 0 1 0 0 1 0 0 2
27 0 1 0 0 1 0 0 1 0 0 1 0 6

For instance, a value of 1 in columns 2–15 of Table 5 equations are obtained by interpreting his original choice
indicates that vq is involved in the choice sets, and 0 means data as a binary instance of the part-worth utility. Each
not selected. The last column of Table 5 collects the regression corresponds to a bundle of design elements and
perceived benefits by the respondents. indicates the achieved benefit perceived by the respondent.
For the two segments, a total number of 14 and 16 By running dummy regression, the achieved part-worth
customers are selected to act as the respondents, respect- benefits for the respondent are derived. Averaging the
ively. Each respondent is asked to evaluate 36(or 27) achieved part-worth benefits of all respondents within one
choices one by one based on a 9-point scale, where ‘9’ segment, a segment-level achieved utility is derived for each
means the customer perceives the most benefit and ‘1’ the individual design element.
least. This results in 14!36Z504 and 16!27Z432 groups Likewise the expected part-worth utility of each design
of data for two segments, respectively. For each respondent element is derived based on the conjoint analysis procedure.
in segment s1 or s2, a total number of 504 or 432 regression Rather than relying on choice set construction, the
respondents are asked to evaluate their perceived benefit
Table 7 of each Kansei word contained in a transaction record. The
Part-worth utilities for individual design elements design elements involved in this transaction suppose to
Segment 1 Segment 2 deliver a utility as much as what the respondent expects
DE Expected Achieved DE Expected Achieved using Kansei words. Thus, all the transaction records
utility utility utility utility become the choice sets, where vq is encoded as 1 if it is
V1 0.08 0.05 V2 1.27 1.65
V3 1.67 1.95 V4 1.37 0.73
V5 1.86 1.13 V6 1.41 0.82
V6 0.03 0.04 V7 1.14 0.61
V8 1.28 1.31 V9 0.83 1.24
V9 0.11 0.14 V10 0.13 0.11
V10 0.86 0.91 V11 0.12 0.07
V12 1.73 1.04 V13 0.04 0.06
V13 1.46 1.45 V16 0.05 0.07
V15 0.93 0.31 V17 1.23 1.56
V18 0.93 0.96 V19 1.24 1.85
V20 1.28 1.25 V21 0.82 0.87
V21 1.47 1.45
V22 1.12 1.26 Fig. 5. Comparison of goodness evaluation for two segments
J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 669

Table 8
Result of goodness evaluation

Segment 1 Segment 2
Rule # vq U1jA U1jE Rule # vq U2jA U2jE
1 V15 0.31 0.93 1 V21 0.87 0.82
2 V12 1.04 1.73 2 V2 1.65 1.27
3 V3 1.95 1.67 3 V7 0.61 1.14
4 V21 1.45 1.47 4 V17, V19 3.41 2.47
5 V10 0.91 0.86 5 V19 1.85 1.24
6 V18 0.96 0.93 6 V6 0.82 1.41
7 V18 0.96 0.93 7 V4, V7 1.34 2.51
8 V22 1.26 1.12 8 V17 1.56 1.23
9 V22 1.26 1.12 9 V6 0.82 1.41
10 V5, V12, V15 2.48 4.52 10 V2, V6 2.47 2.68
11 V3, V13 3.4 3.13 11 V9, V17 2.8 2.06
12 V12 1.04 1.73 12 V7 0.61 1.14
13 V3, V12 2.99 3.4 13 V4, V7 1.34 2.51
14 V10, V18, V20 3.12 3.07 14 V2, V6, V17 4.03 3.91
15 V3, V12, V22 4.25 4.52 15 V17, V19, V21 4.28 3.29
16 V3, V8, V18, 5.47 5.16 16 V9, V17, V19 4.76 3.3
V20
17 V10, V18, V20, 4.38 4.19 17 V2, V9, V17 4.45 3.33
V22
18 V5, V12, V15 2.48 4.52 18 V17, V19, V21 4.28 3.29
19 V5, V10, V18, 4.25 4.93 19 V2, V19, V21 4.37 3.33
V20
20 V5, V10, V12, 3.39 5.38 20 V17, V19 3.41 2.47
V15

contained in the transaction, and 0 otherwise. The Table 8 (for example, l11Z0.33 and l23Z0.54) do not
customers’ expected benefits are used as the assessment contribute much to customers’ satisfaction, and thus should
criteria for each choice in the fractional factorial exper- be discarded.
iment. The 9-point scale is also used to express customer A threshold of l*Z0.7 is determined a priori by domain
expected benefits. Running another dummy regression, a experts. As a result, Rules 1, 2, 10, 12, 18, and 20 are
segment-level expected part-worth utility is obtained for ignored for segment 1, and Rules 3, 6, 7, 9, 12, and 13 are
each design element. Table 7 shows the results of the discarded for segment 2. The results of rule refinement are
respective expected and achieved part-worth utilities of shown in Table 9. These refined rules are further aggregated
every design element within two segments. or elaborated to construct the knowledge base for affective
Based on the part-worth utilities, the achieved utility, UijA , design support.
and the expected utility, UijE , of every association rule for
each segment are composed according to Eqs. (7)–(10) and
shown in Table 8. Accordingly, the corresponding goodness
index for each rule is calculated using Eq. (6). The results are 8. Validation for affective design support
shown in Fig. 5.
To validate the rationale of identified Kansei mapping
relationships in support to affective design, a separate set of
7.5. Rule refinement
past designs are used for testing. Five transaction records
from each segment are selected. Another 20 respondents for
As shown in Fig. 4, high goodness measures indicate a
each segment are invited as the customers to evaluate these
good mapping relationship in terms of the achievement of
testing products (referred to as existing designs). Based on
the customer’s affective satisfaction, whereas the low the
the original affective needs documented in respective
poor. Among those good mapping rules, some designs (for
transaction data, the Kansei mining system suggests another
example Rule 3 for segment 1 and Rule 5 for segment 2)
set of designs (referred to as inferred designs). Following
outperform the customers’ original expectations (l13Z
1.17O1 and l25Z1.49O1). This is consistent with the Table 9
wisdom suggest by Kano diagram (Kano et al., 1984). Such Refined rule sets for two segments
designs are considered as ‘delighters’ for customer Association rule #
satisfaction, in addition to those ‘must-have’ designs
Segment 1 3, 4, 5, 6, 7, 8, 9, 11, 13, 14, 15, 16, 17, 19
whose achievements fall into l*%lij%1. On the other
Segment 2 1, 2, 4, 5, 8, 10, 11, 14, 15, 16, 17, 18, 19, 20
hand, those rule patterns yielding poor goodness as shown in
670 J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673

Table 10
Part-worth utilities perceived by testing groups

Segment 1 Segment 2
DE Expected utility Achieved utility DE Expected utility Achieved utility
V1 0.06 0.05 V2 3.72 1.63
V3 1.63 1.91 V4 1.42 0.81
V5 1.73 1.16 V6 1.43 0.75
V6 0.08 0.03 V7 3.17 1.06
V8 1.23 1.34 V9 0.85 1.28
V9 0.13 0.07 V10 0.07 0.08
V10 0.92 1.41 V11 0.13 0.11
V12 1.12 1.08 V13 0.06 0.04
V13 1.45 0.39 V16 0.11 0.09
V15 0.97 0.38 V17 1.17 1.52
V18 0.97 1.05 V19 1.31 1.92
V20 1.34 1.31 V21 0.58 1.21
V21 1.48 1.42
V22 1.08 1.35

Table 11
Performance comparison of design achievement

Transaction Affective Expected Existing Existing Existing Inferred Inferred Inferred Improve- Improve-
TID Needs utility Product Product Product Product Product Product ment (%) ment (% )
Kansei Design Achieved Goodness Design Achieved Goodness Utility Goodness
words elements utility index elements utility index index
Segment 1 1 F2, F3, 7.67 V3, V5, 7.52 0.98 V3, V8, 7.70 1.004 2.393 2.449
F7, F9, V10, V15, V10, V15,
F14 V20, V22 V20, V22
2 F6, F7, 5.76 V10, V13, 5.51 0.957 V3, V10, 7.03 1.220 27.59 27.48
F9, F11, V18, V20, V18, V20,
F13 V22 V22
3 F6, F7, 8.11 V8, V10, 7.26 0.895 V3, V10, 8.49 1.045 16.94 16.76
F11, F14 V12, V13, V12, V15,
V15, V20, V18, V20,
V22 V22
4 F3, F6, 6.46 V3, V10, 6.1 0.944 V3, V10, 7.26 1.124 19.02 19.07
F7, F11, V12, V13, V13, V18,
F14 V20 V21
5 F2, F3, 7.67 V3, V5, 8.19 1.068 V3, V8, 8.37 1.091 2.198 2.154
F11, F13 V10, V18, V10, V18,
V20, V22 V20, V22
Segment 6.916 0.969 7.77 1.097 12.35 13.21
average
Segment 2 6 F3, F4, 6.74 V2, V6, 7.64 1.134 V2, V9, 7.71 1.144 0.916 0.882
F10 V9, V19, V17, V19,
V21 V21
7 F4, F5, 5.33 V4, V6, 5.00 0.938 V2, V6, 5.82 1.092 16.4 16.42
F10 V17, V19 V17, V19
8 F8, F10, 7.07 V4, V7, 6.59 0.932 V2, V7, 7.41 1.048 12.44 12.45
F12, F15 V9, V17, V9, V17,
V19 V19
9 F4, F5, 9.40 V2, V4, 7.91 0.841 V2, V4, 9.43 1.003 19.22 19.26
F8, F10, V6, V9, V7, V9,
F12 V17, V19 V17, V19
10 F3, F4, 8.50 V4, V7, 8.02 0.944 V2, V7, 8.62 1.014 7.481 7.415
F8, F10, V9, V17, V9, V17,
F15 V19, V21 V19, V21
Segment 7.032 0.958 7.798 1.06 10.89 10.65
average
J.(R.) Jiao et al. / Expert Systems with Applications 30 (2006) 658–673 671

the conjoint analysis procedure, these 40 respondents providing a dialog platform for the two parties. With the
indicate their perceived utilities through Kansei word for interaction, the customers can ask for explanations of their
the existing designs as well as the inferred designs. Then the affective needs. It helps customers understand better the
expected utility of affective needs, the achieved utility of products they are interested in. On the other hand, it is
existing design, and the achieved utility of inferred design possible for the designers to explore and capture the
are derived for every original product in each segment. The customers’ want and refine the designs according to the
performance of the system is justified by comparing the feedback from the customers. With the increase of
respective achievements of existing and interred designs in information technologies and flexibility of manufacturing
terms of customers’ affective satisfaction. The support to systems, the companies can accommodate different styles of
affective design manifests itself through improvements in purchasing behavior. It is possible that the customers
the achieved utility and goodness measure at both the interact directly with the engineering to further explore
product and segment levels. the capacity and opportunity by specifying their needs and
Table 10 shows the part-worth expected and achieved making tradeoffs and decisions.
utilities of every design element. These part-worth utilities
are derived from the responses of 40 customers. As different
groups of respondents are engaged, their perceived part- Acknowledgements
worth utilities may bear slight variation (e.g. Table 7 vs.
Table 10). Table 11 summarizes the performances of the This research is supported by Singapore NTU-Gintic
existing and inferred designs as perceived by the testing Collaborative Research Project (U01-A-130B). The authors
group of respondents. All inferred designs outperform the would like to express their sincere thanks to Professors
originally designed products. The maximal improvement of Mitchell M. Tseng, Halimahtun M. Khalid, Kuohsiang Chen
customer’s perceived utilities reaches 27.59%, while and Chun-Hsien Chen, and colleagues of Global Manu-
minimum at 0.916%. In terms of goodness measure, the facturing & Logistics Forum at Nanyang for their valuable
improvement is as much as 27.48% maximal and 0.882% advices.
minimum. At the segment level, the overall performance is
also improved. The improvements of the achieved utility
and goodness measure for segment s1 are 12.35 and 13.21%,
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