EN ISO 9241-129-2010 en Ergonomics of human-system interaction - Part 129 Guidance on software individualization《人机交互的人类工效学 第129部分 软件个性化指南》.pdf

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1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS EN ISO 9241-129:2010Ergonomics of human-systeminteractionPart 129: Guidance on softwareindividualization (ISO 9241-129:2010)BS EN ISO 9241-129:2010 BRITISH STANDARDNational fo

2、rewordThis British Standard is the UK implementation of EN ISO9241-129:2010.The UK participation in its preparation was entrusted to TechnicalCommittee PH/9, Applied ergonomics.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not

3、purport to include all the necessaryprovisions of a contract. Users are responsible for its correctapplication. BSI 2010ISBN 978 0 580 68942 0ICS 13.180; 35.180Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of t

4、heStandards Policy and Strategy Committee on 31 December 2010.Amendments issued since publicationDate Text affectedEUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN ISO 9241-129 November 2010 ICS 13.180; 35.180 English Version Ergonomics of human-system interaction - Part 129: Guidance on softwar

5、e individualization (ISO 9241-129:2010) Ergonomie de linteraction homme-systme - Partie 129: Lignes directrices relatives lindividualisation des logiciels (ISO 9241-129:2010) Ergonomie der Mensch-System-Interaktion - Teil 129: Leitlinien fr die Individualisierung von Software (ISO 9241-129:2010) Thi

6、s European Standard was approved by CEN on 14 November 2010. CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical refer

7、ences concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member. This European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CEN

8、 member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions. CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ice

9、land, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG Management Centre: Avenu

10、e Marnix 17, B-1000 Brussels 2010 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Members. Ref. No. EN ISO 9241-129:2010: EBS EN ISO 9241-129:2010EN ISO 9241-129:2010 (E) 3 Foreword This document (EN ISO 9241-129:2010) has been prepared by Technical Co

11、mmittee ISO/TC 159 “Ergonomics” in collaboration with Technical Committee CEN/TC 122 “Ergonomics” the secretariat of which is held by DIN. This European Standard shall be given the status of a national standard, either by publication of an identical text or by endorsement, at the latest by May 2011,

12、 and conflicting national standards shall be withdrawn at the latest by May 2011. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. Acco

13、rding to the CEN/CENELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, It

14、aly, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Endorsement notice The text of ISO 9241-129:2010 has been approved by CEN as a EN ISO 9241-129:2010 without any modification. BS EN ISO 92

15、41-129:2010ISO 9241-129:2010(E) ISO 2010 All rights reserved iiiContents Page Foreword .v Introduction.vii 1 Scope1 2 Normative references1 3 Terms and definitions .2 4 Conformance .3 5 Framework for applying this part of ISO 92413 6 Introduction to individualization4 6.1 The role of individualizati

16、on.4 6.2 When to provide the capability for individualization .5 6.3 Limitations on the provision of individualization 6 6.4 Initiation of individualization6 7 General guidance on individualization6 7.1 Accessibility.6 7.2 Controllability 7 7.3 Detectability .8 7.4 Consistency .9 7.5 Usability of in

17、dividualization results and features 9 8 Stages of individualization .9 8.1 Initiation of individualization9 8.2 Deciding on individualization actions.10 8.3 Changing system and context .11 9 Configuration, settings and defaults.11 9.1 Configuration and reconfiguration11 9.2 Usability of configurati

18、on and reconfiguration 12 9.3 Guided configuration and reconfiguration .14 9.4 Default settings15 10 Supporting individual users.16 10.1 User profiles.16 10.2 User management of profiles.17 10.3 Automatic profile acquisition.18 10.4 Portability of profiles.19 10.5 Providing training and help on use

19、individualization19 11 Individualizing interface components.20 11.1 General guidance on individualizing interface components 20 11.2 Individualizing visual media.21 11.3 Individualizing auditory media.22 11.4 Individualizing tactile media.22 11.5 Individualizing temporal aspects of media.23 12 Indiv

20、idualizing interaction activities23 12.1 Supporting user creation and use of stored interaction sequences .23 12.2 Providing user control of security options.24 12.3 User guidance24 12.4 On-line help24 BS EN ISO 9241-129:2010ISO 9241-129:2010(E) iv ISO 2010 All rights reserved13 Individualizing cont

21、ent. 25 13.1 General. 25 13.2 Cultural and linguistic variations 26 Annex A (informative) Overview of the ISO 9241 series. 27 Annex B (informative) Factors to consider when designing individualizations 28 Annex C (informative) Sample procedure for assessing applicability and conformance 36 Bibliogra

22、phy. 49 BS EN ISO 9241-129:2010ISO 9241-129:2010(E) ISO 2010 All rights reserved vForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out throug

23、h ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborat

24、es closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standard

25、s. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the possibility that some of the elements of thi

26、s document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 9241-129 was prepared by Technical Committee ISO/TC 159, Ergonomics, Subcommittee SC 4, Ergonomics of human-system interaction. ISO 9241 consists of the following part

27、s, under the general title Ergonomic requirements for office work with visual display terminals (VDTs): Part 1: General introduction Part 2: Guidance on task requirements Part 4: Keyboard requirements Part 5: Workstation layout and postural requirements Part 6: Guidance on the work environment Part

28、9: Requirements for non-keyboard input devices Part 11: Guidance on usability Part 12: Presentation of information Part 13: User guidance Part 14: Menu dialogues Part 15: Command dialogues Part 16: Direct manipulation dialogues Part 17: Form filling dialogues BS EN ISO 9241-129:2010ISO 9241-129:2010

29、(E) vi ISO 2010 All rights reservedISO 9241 also consists of the following parts, under the general title Ergonomics of human-system interaction: Part 20: Accessibility guidelines for information/communication technology (ICT) equipment and services Part 100: Introduction to standards related to sof

30、tware ergonomics Technical Report Part 110: Dialogue principles Part 129: Guidance on software individualization Part 151: Guidance on World Wide Web user interfaces Part 171: Guidance on software accessibility Part 210: Human-centred design for interactive systems Part 300: Introduction to electron

31、ic visual display requirements Part 302: Terminology for electronic visual displays Part 303: Requirements for electronic visual displays Part 304: User performance test methods for electronic visual displays Part 305: Optical laboratory test methods for electronic visual displays Part 306: Field as

32、sessment methods for electronic visual displays Part 307: Analysis and compliance test methods for electronic visual displays Part 308: Surface-conduction electron-emitter displays (SED) Technical Report Part 309: Organic light-emitting diode (OLED) displays Technical Report Part 310: Visibility, ae

33、sthetics and ergonomics of pixel defects Technical Report Part 400: Principles and requirements for physical input devices Part 410: Design criteria for physical input devices Part 420: Selection of physical input devices Part 910: Framework for tactile and haptic interaction Part 920: Guidance on t

34、actile and haptic interactions The following parts are under preparation: Part 143: Form-based dialogues Part 154: Design guidance for interactive voice response (IVR) applications Requirements, analysis and compliance test methods for the reduction of photosensitive seizures and evaluation methods

35、for the design of physical input devices are to form the subjects of future parts 391 and 411. BS EN ISO 9241-129:2010ISO 9241-129:2010(E) ISO 2010 All rights reserved viiIntroduction Individualization is used in a wide variety of ways to enhance applications both for users and for branding of the a

36、pplications themselves. The wide variety of different implementations includes many instances where individualization creates considerable challenges for the users that it ought to be helping. This becomes an even greater challenge when users have to deal with different individualization approaches

37、in each of the several applications that they use. The purpose of this part of ISO 9241 is to provide guidance on the application of software individualization in order to achieve as high a level of usability as possible. Thus it addresses individualization as the modification of interaction and pre

38、sentation of information to suit individual capabilities and needs of users. Individualization enables support of a wide range of users, tasks, and contexts of use. It is particularly useful in increasing accessibility (which is discussed in ISO 9241-171). On the one hand, ISO 9241-110 provides gene

39、ral guidance on individualization, identifying it as one of the seven dialogue principles that are important for the design and evaluation of interactive systems. On the other hand, this part of ISO 9241 provides considerably more detail on the ergonomic use of individualization. This part of ISO 92

40、41 addresses both user-initiated and system-initiated individualization. It encompasses the concepts of configuration, customization, adaptivity, adaptation, profiling, and internationalization. It serves the following types of users: designers of user-interface development tools and style guides to

41、 be used by interface designers; user-interface designers, who will apply the guidance during the development process; developers, who will apply the guidance during the design and implementation of system functionality; system administrators responsible for implementing solutions to meet end-user n

42、eeds; buyers, who will reference this part of ISO 9241 during product procurement; evaluators, who are responsible for ensuring that products are in accordance with this part of ISO 9241. The ultimate beneficiary of this part of ISO 9241 will be the end-user of the software. Although it is unlikely

43、that end-users will read this part of ISO 9241, its application by designers, developers, buyers and evaluators ought to provide user interfaces that are more usable through the use of individualization. This part of ISO 9241 concerns the development of software for user interfaces. However, those i

44、nvolved in designing the hardware aspects of user interfaces may also find it useful when considering the interactions between software and hardware aspects. BS EN ISO 9241-129:2010BS EN ISO 9241-129:2010INTERNATIONAL STANDARD ISO 9241-129:2010(E) ISO 2010 All rights reserved 1Ergonomics of human-sy

45、stem interaction Part 129: Guidance on software individualization 1 Scope This part of ISO 9241 provides ergonomics guidance on individualization within interactive systems, including recommendations on where individualization might be appropriate or inappropriate, and how to apply individualization

46、. It focuses on individualization of the software user interface to support the needs of users as individuals or as members of a defined group. It does not recommend specific implementations of individualization mechanisms. It provides guidance on how the various aspects of individualization are mad

47、e usable and accessible, but does not specify which individualizations are to be included within a system. NOTE Individualizations depend on the specific context of use for which an interactive system is to be designed and/or used, and need to be developed for that specific context of use. This part

48、 of ISO 9241 is not intended to be used in isolation. It deals only with individualization within the context of designing a complete software system. It is intended to be used with ISO 9241-110 and any other parts in the ISO 9241 series applicable to the design of the intended system. Some of its g

49、uidance can also be applied to hardware user interfaces and user interfaces that combine software and hardware. 2 Normative references The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 9241-171, Ergonomics of human-system interaction Part 171: Guidance