The DT-X7 series handheld terminal
is CASIO's latest product which fully integrates the Human-Centered
Design ("HCD") methodology. Analyzing "usability" objectively, CASIO
claims to have created a device to meet the practical needs of users.
Handheld terminals are important information devices which enable
logistics, retail and field service operators to connect goods and
systems at the respective sites. They are loosely divided into three
types: the "grip type" with a built-in bar code scanner for use in
logistics and retailing, the "PDA type" for data input and
output-focused tasks, and the "printer type" for use in issuing traffic
and parking offense tickets and train tickets on-board, and reading
public utility meters. However, the business orientation of handheld
terminals has meant that their development has tended to focus on
aspects which can be numerically analyzed, such as functions, dimensions
and cost. |
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While ways to innovate the shape
and positioning of keys to create user-friendly designs have been
devised, there has been a virtual absence of objective design evaluation
methods. This points out to a failure by manufacturers to adopt a
design-oriented approach used in the development of "consumer devices".
The fact remains, however, that logistics operators in the warehouse and
retail staff on the shop floor are the ones actually using handheld
terminals and the usability of these devices can significantly impact
upon operating efficiency.
CASIO has fully integrated the Human-Centered Design methodology into
the development of a grip-type handheld terminal while objectively
evaluating "usability" and "fatigue prevention" throughout the design
process.
The DT-X7, launched in overseas markets in October, is the culmination
of these efforts.
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DT-X7 series Handheld Terminal
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At first glance, the DT-X7
resembles a multi-functional mobile phone. In fact, it shares a number
of features with recent mobile phones including the positioning and
color coding of the keys and the clear resin finish around the screen.
However, CASIO states that most of these similarities are simply the
results of the design process.
Koichi Sato of Design Center in the Development Headquarters was
responsible for overseeing the promotion of this Human-Centered Design
process. We also spoke to Motoyuki Matsui, Manager of the Product
Engineering Department, and Tomoyuki Nihei of Product Development
Department at the Hachioji Product Development Headquarters, who were
both involved in planning and design of the DT-X7.
Involving designers and marketing from the development stage
------ I have heard that the DT-X7
adopted the Human-Centered Design methodology in all aspects of its
design. What was the motivation behind this approach?
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Nihei: This project began in earnest in around February 2006.
Prior to this, we carried out in-depth research in the distribution and
retail handheld terminal markets and found that many users focused on
the practical usability of the device. This came as somewhat of surprise
to us because we thought that the majority of users would value
functionality, but it also served as a reminder that users are looking
for
quality in terms of basic usability in a market where the gap in
functionality is narrowing among manufacturers. That is why we embarked
upon a comprehensive pursuit of practical usability.
Matsui: The development flow is also different. Usually the planning
department works out the specifications and then the designers give
these plans form, but we were committed to involving the designers and
sales representatives from the initial planning stage and especially to incorporating the opinions of actual users into the product. |

Tomoyuki Nihei
at the Hachioji
Product Development Headquarters
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------ So the development flow was similar to a "spiral model" rather than a
"waterfall model"?
Nihei: The development style
evolved naturally as a result of integrating the Human-Centered Design
process into the development system. This is probably the first time
that CASIO has undertaken a development project which fully integrates
this process.
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Matsui: We also created a number of mockups based on user opinions and
evaluated them on subjects with various physical attributes in order to
make further improvements. Through this workflow, we gradually created
the device by giving form to usability.
Sato: First we created five
evaluation mockups together with the section in charge of product design
that reflected the opinions of actual users. We created two mockups as
improved versions based on the subjects' evaluations. The design which
came about as result of further evaluation became the basic shape of the
DT-X7.
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Lined mockups used in the first stage till the final development stage
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Evaluation on two gripping methods by numeric value
------ It must be difficult to evaluate "usability", unlike specifications
printed on a catalogue which can be valued numerically. What approach
did you use?
Nihei: First we came up with four criteria: "lightweight", "easy to
hold", "easy scanning operation" and "easy key operation". Many of the
users are in fact women with small hands so we thought it was important
that the device be lightweight and compact to suit a woman's hand.
The term "usability" is often used
but it is a concept that cannot be expressed numerically, which makes it
difficult to determine how to create a product that is easy to use. By
integrating the Human-Centered Design process, analyzing the factors
that constitute usability and carrying out various analyses and tests on
users' physical attributes and work environments, we created a "criteria
of the usability" to incorporate into the product.
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Sato: In terms of design, we have carried out designing with
"affordance" in mind (originally a psychology term, affordance is a
coined word formed from the transitive verb "afford" meaning "to
provide" and the suffix "ance", and refers to the concept of a person's
recognition of an object and the relationship of their interaction with
that object based thereupon) so that the user could intuitively grasps
the device and use it without the need for guesswork.
We also carried out various tests. We objectively evaluated usability
together with Associate Professor Nagao of the Chiba Institute of Technology. This also involved experiments in which subjects used the
device after being fitted with an eye-mark recorder to monitor eye movements and an electromyograph ("EMG") to measure muscle tension. We also adopted a method which
compared the subjective evaluations of the subjects both before and
after using the device. By examining these test results as numerical
statistics, we were able to perform objective evaluations. |
Koichi Sato at the Design Center
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Matsui: We spent about six months deciding on the product shape but
repeated these evaluations up until the final stage. We carried out
tests over and over to verify whether the product really was easy to
use.
Nihei: For an example, there are two ways to hold a grip-type handheld
terminal. It may help if you imagine a convenience store or supermarket.
When filling up stocks on the shelf, the user scans the bar code
appearing on the price tag on the shelf and enters a value using
numerical keys. In this case, the user holds the terminal in his (or
her) palm and operates the numeric keys with his (or her) thumb. The
scanner is operated with the Trigger Center key located just below the
screen.
On the other hand, when the user is checking incoming goods, the user
holds the goods in one hand and the terminal in the other hand to scan
the bar code to verify whether the quantity of the incoming goods
matches the quantity displayed. In this case, the user grasps the
terminal from above while the terminal is placed in an upright position
with the screen up so the scanner is operated with one of the side
trigger keys.
For either way to hold the terminal, we have arranged the scan trigger
keys at several suitable positions for "easy to hold" and "easy to
operate" in mind.
The design innovation and impressive functionality improve usability
evaluation
------ You mentioned that you repeated
the evaluations until the product was completed. What specific aspects
of this evaluation helped to realize the device's usability and in what
way?
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Matsui: For example, the tip of the terminal appears to be on an angle
downward when viewed from the side. This downward angle matches the
direction of the scanner's emitted laser beam.
Sato: According to the eye-mark
recorder data, this led to a dramatic reduction in the user's eye
movements. Previous handheld terminals required intensive eye movements
as the user's line of sight followed the aimer (the laser beam which
performs scanning) around the price tag. The data indicated an increase
in the number of times the aimer can correctly focus to the bar code on
the first attempt upon pressing the scan trigger key without
miss-shooting at above or below of the bar code and consequently a
decrease in the number of errors.
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A body designed for scanning
efficiency
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Matsui: The terminal has a raised contour on the back to make it easier
to hold and there are shallow grooves for the user's fingers where the
terminal's center of gravity is also adjusted to optimize these
features. Also, the center key is positioned to facilitate natural
finger movement and frequently-used keys are aligned within the range of
easy finger access.
Sato: This has considerably decreased the frequency with which the user
has to re-grip the terminal while minimizing hand and finger strain,
which means that it minimizes user fatigue.
Matsui: Even when re-gripping the terminal, the grooves on the back act
as a guide for the user's fingers and the resulting fit contributes to
stability in the hand.
Sato: Judging by the subjective evaluations, there was a significant
improvement after use so we can assume that the usability has been well
received. Comparing these subjective evaluations to those of the
previous handheld terminals and competitor's products, we are confident
that the DT-X7 received high evaluations overall.
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Motoyuki Matsui, Manager of the
Product Engineering Department
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Nihei: Equipping the terminal with a voice-based guidance was another
aspect of the usability. This function reduces the need to repeatedly
look at the screen when inspecting goods, so the user's eye movements
decrease. The 2.4-inch QVGA transflective color LCD is very effective
because it enhances the screen's contrast and makes it easier to read,
as well as displaying an operating guide which matches the color of the
function keys, F1 to F4, on the keyboard. That is also why the terminal
has those colorful keys.
We also focused on ease of implementation by equipping the terminal with
relevant tools, such as support tools, to develop applications and to
build a wireless communication environment.
Realizing design without sacrificing functionality
------ The DT-X7 is a business support
device so am I right to assume that its design has not been given
priority at the expense of functionality?
Nihei: Of course, the terminal is fully equipped with all of the
functions sought on the current market. In addition to communication
functions such as WLAN, Bluetooth, USB and IrDA, the terminal also comes
with a color LCD and two types of battery pack (available as option),
standard and large-capacity, and we haven't compromised on other
functions either.
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Matsui: The raised contour on the
back of the terminal is impressive and may appear large at first glance
but it has in fact been provided to realize an easy-to-hold shape and a
balanced center of gravity.
This forms the battery cover which, when removed, reveals that the
raised contour is largely empty. The areas of the device equipped with
components are thin and lightweight. This meant that an extremely small
substrate was required, which caused the designers quite a lot of struggle.
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The grip features a raised contour
for easy holding
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------ A lot of work appears to have gone into fitting the components.
Matsui: Our handheld terminals are usually equipped with a capacitor on
the substrate to act as a backup power source in case the terminal is
dropped and the battery comes out or the battery contact comes loose but
this requires the use of several large components such as coils which
are an impediment to miniaturization.
We therefore devised a new low-resilience terminal which imitates the
movement of the battery to reduce the chances of the battery contact
coming loose. One end of the battery compartment also features a
protrusion to prevent the battery from falling out upon impact. These
innovations have eliminated the need for a backup power source formed
with the capacitor.
We have also actively adopted ultra-compact components similar to those
used in mobile phones in an effort to make the entire base more compact.
For example, the chip resistor size is 0603 (or 0.6 mm x 0.3 mm). The
use of ultra-small components like this chip resistor has made it
possible to make the terminal lighter and more compact.
------ The method for fixing the circuit boards has also been changed from
screws to a snap-in design.
Matsui: We wanted to save the space taken up by the large, heavy screws.
By introducing a snap-in method, we have created a floating structure
which reduces damage to the circuit boards. By making the body curved
and re-selecting the materials, we managed to decrease the case
thickness and enhance its strength.
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Designing a product that makes users "wish to use" or "wish
to continue the use"
------ The design of the DT-X7 closely resembles that of a mobile phone. Is
it safe to say that the mobile phone culture has had some kind of
influence?
Nihei: Literacy in terms of the usability is something that is shared
even among different products. Although we didn't intentionally try to
liken the terminal's design to that of a mobile phone, our pursuit of
the usability has, to a certain extent, resulted in just that.
Sato: One of the reasons that
happened was that we were conscious of female users. Many women are
quite adept at sending mail on their mobile phones so I think that our
attempts to make the terminal operable for women in a manner with which
they were comfortable naturally led to a shape which resembles that of a
mobile phone.
------ The terminal also features some areas which seem to go beyond mere
practicality, such as the use of transparent components on the screen's
border.
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Nihei: CASIO sales representatives were involved in the DT-X7's
development so the end user's point of view was also considered in the
product concept. This made us aware of the importance of first
impressions among users as well as providing them with a sense of
satisfaction, and this is reflected in the terminal's refined design and
overall feeling of high-quality in addition to its usability.
Sato: We also considered the appearance so that female store personnel
would see the terminal and instantly want to use it. In addition, we
considered the fact that, in the case of retailers, the store's
customers would probably see the terminal as well. They are referred to
as "tertiary users". If a store selects its handheld terminals in the
awareness that they will likely be seen by their customers, then we
should be concerned with the terminal's appearance.
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Color coding and other refined
design including the layout of keyboard which resembles a mobile phone rather
than a typical handheld terminal offers users a good impression at the first
glance.
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------ The terminal has been released already. After marketing has began,
what have your customers responded?
Nihei: Our marketing department reports that there have been a
considerable number of inquiries. Customers have also had favorable
first impressions and we have heard that our sales representatives feel
confident marketing this product.
------ Does everyone involved in the development feel confident in the
making of this product?
Matsui: In the past I had a strong sense of relief upon completing the
development of a new product but this time I have an intense feeling of
satisfaction at having created a product just as we had conceived it. I
think that this is a product which we can pass on with confidence. I
guess I would feel a sense of elation if I could see the terminal
actually being used in a warehouse or on a shop floor.
Sato: This project has also been a major challenge for the Design
Center. This is the first time that CASIO has developed a product which
has continuously integrated the Human-Centered Design process from start
to finish. This experience will probably be applied to the development
of products in other areas in the future.
Our next challenge will be how to incorporate the feedback of users of
the DT-X7 into our next product.
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