EN ISO 9241-143-2012 en Ergonomics of human-system interaction - Part 143 Forms《人机交互作用的人类工效学 表格》.pdf

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1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS EN ISO 9241-143:2012Ergonomics of human-system interactionPart 143: FormsIncorporating corrigendum May 2012BS EN ISO 9241-143:2012 BRITISH STANDARDNational forewordThis Britis

2、h Standard is the UK implementation of EN ISO 9241-143:2012. It supersedes BS EN ISO 9241-17:1998, which is withdrawn.The UK participation in its preparation was entrusted to Technical Committee PH/9, Applied ergonomics.A list of organizations represented on this committee can be obtained on request

3、 to its secretary.This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application. The British Standards Institution 2012 Published by BSI Standards Limited 2012ISBN 978 0 580 79096 6 ICS 13.180; 35.180 Compliance with a Brit

4、ish Standard cannot confer immunity from legal obligations.This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 March 2012.Date Text affectedImplementation of CEN correction notice30 June 201225 April 2012: supersession information addedto EN t

5、itle page and forewordAmendments/corrigenda issued since publicationEUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN ISO 9241-143 March 2012 ICS 35.180; 13.180 Supersedes EN ISO 9241-17:1998English Version Ergonomics of human-system interaction - Part 143: Forms (ISO 9241-143:2012) Ergonomie de

6、linteraction homme-systme - Partie 143: Formulaires (ISO 9241-143:2012) Ergonomie der Mensch-System-Interaktion - Teil 143: Formulardialoge (ISO 9241-143:2012) This European Standard was approved by CEN on 29 February 2012. CEN members are bound to comply with the CEN/CENELEC Internal Regulations wh

7、ich stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member. This E

8、uropean Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions. CEN members

9、 are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sw

10、eden, Switzerland, Turkey and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG Management Centre: Avenue Marnix 17, B-1000 Brussels 2012 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national

11、 Members. Ref. No. EN ISO 9241-143:2012: EForeword This document (EN ISO 9241-143:2012) has been prepared by Technical Committee 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 th

12、e status of a national standard, either by publication of an identical text or by endorsement, at the latest by September 2012, and conflicting national standards shall be withdrawn at the latest by September 2012. Attention is drawn to the possibility that some of the elements of this document may

13、be the subject of patent rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. This document supersedes EN ISO 9241-17:1998. According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following countries are bound

14、to implement this European Standard: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Swe

15、den, Switzerland, Turkey and the United Kingdom. Endorsement notice The text of ISO 9241-143:2012 has been approved by CEN as a EN ISO 9241-143:2012 without any modification. ii BS EN ISO 9241-143:2012ISO 9241-143:2012(E) BS EN ISO 9241-143:2012ISO 9241-143:2012(E) ISO 2012 iiiContents Page Foreword

16、 . v Introduction . vii 1 Scope 1 2 Normative references 1 3 Terms and definitions . 2 4 Forms 6 4.1 Selection . 6 4.2 General requirements and recommendations 6 5 Information presentation 9 5.1 General . 9 5.2 Layout . 9 5.3 Names and labels 10 5.4 Visual cues in fields and forms elements . 13 6 In

17、teraction 15 6.1 Navigation 15 6.2 Navigation by tab keys and scrolling 16 6.3 Input focus and cursors 17 6.4 Input 21 6.5 User control . 22 6.6 Feedback 24 6.7 Access to forms and dialogue boxes 25 6.8 Default values 27 6.9 Default actions for forms elements . 28 7 Validation . 30 7.1 Single-field

18、validation . 30 7.2 Multiple-field validation . 30 8 Choice of form elements. 30 8.1 Accessibility of form elements 30 8.2 Choice considerations 30 8.3 Push buttons 31 8.4 Toggle buttons . 31 8.5 Text entry fields . 31 8.6 Radio buttons 32 8.7 Check boxes 32 8.8 Stepper buttons . 33 8.9 Single-selec

19、tion list boxes . 34 8.10 Multiple-selection list boxes 34 8.11 Pop-up/drop-down list 35 8.12 Combination boxes . 36 8.13 Single-selection hierarchical lists . 37 8.14 Multiple-selection hierarchical lists . 38 8.15 Analogue form elements (slider, rotary dials and equivalents) . 38 8.16 Tabbed form

20、elements 39 9 Form element design 39 9.1 Alphanumeric text entry . 39 9.2 Choice . 41 9.3 List-based elements for choice 42 BS EN ISO 9241-143:2012ISO 9241-143:2012(E) iv ISO 20129.4 Tabs .46 9.5 Scroll bars 48 9.6 Push buttons and tool palettes 50 10 Conformance 52 Annex A (informative) Overview of

21、 the ISO 9241 series 53 Annex B (informative) Checklist for applying this part of ISO 9241 54 Bibliography 94 BS EN ISO 9241-143:2012ISO 9241-143:2012(E) ISO 2012 vForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bod

22、ies). The work of preparing International Standards is normally carried out through 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

23、 non-governmental, in liaison with ISO, also take part in the work. ISO collaborates 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,

24、Part 2. The main task of technical committees is to prepare International Standards. 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 cast

25、ing a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 9241-143 was prepared by Technical Committee ISO/TC 159, Ergonomics, Subcommittee SC

26、4, Ergonomics of human-system interaction. This first edition of ISO 9241-143 cancels and replaces ISO 9241-17:1998, of which it constitutes a technical revision. ISO 9241 consists of the following parts, under the general title Ergonomic requirements for office work with visual display terminals (V

27、DTs): 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 9: Requirements for non-keyboard input devices Part 11: Guidance on usability Part 12: Presentatio

28、n 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 9241-143:2012ISO 9241-143:2012(E) vi ISO 2012ISO 9241 also consists of the following parts, under the general title Ergonomics o

29、f human-system interaction: Part 20: Accessibility guidelines for information/communication technology (ICT) equipment and services Part 100: Introduction to standards related to software ergonomics Technical Report Part 110: Dialogue principles Part 129: Guidance on software individualization Part

30、143: Forms Part 151: Guidance on World Wide Web user interfaces Part 154: Interactive voice response (IVR) applications Part 171: Guidance on software accessibility Part 210: Human-centred design for interactive systems Part 300: Introduction to electronic visual display requirements Part 302: Termi

31、nology 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 assessment methods for electronic visual display

32、s 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, aesthetics and ergonomics of pixel defects Techn

33、ical Report Part 331: Optical characteristics of autostereoscopic displays Technical Report Part 391: Requirements, analysis and compliance test methods for the reduction of photosensitive seizures Part 400: Principles and requirements for physical input devices Part 410: Design criteria for physica

34、l input devices Part 411: Evaluation methods for the design of physical input devices Technical Specification Part 420: Selection of physical input devices Part 910: Framework for tactile and haptic interaction Part 920: Guidance on tactile and haptic interactions User-interface elements, human-cent

35、red design and evaluation methods, ergonomic requirements for the reduction of visual fatigue from stereoscopic images, and the evaluation of tactile and haptic interactions are to form the subjects of future parts 161, 230, 392 and 940. BS EN ISO 9241-143:2012ISO 9241-143:2012(E) ISO 2012 viiIntrod

36、uction This part of ISO 9241 is concerned with the ergonomic design of forms. Forms, including dialogue boxes, are appropriate for data entry tasks requiring input or modification of multiple data items. Forms are used in various circumstances, including filling forms, such as income tax forms, regi

37、stration (school, motor vehicle), and service order completion, entering information received over the telephone, interactively populating data in an application, such as database updates, consumer profiles and e-commerce transactions, specifying the application options and parameters (complex data

38、retrieval requests, personalisation, system configurations settings), and responding to a mediate request for system information (e.g. using a dialogue box). Forms can vary in content and complexity from a simple field to complex data entry that involves multiple data records. Forms are often based

39、on a visual spatial metaphor but can be implemented in other modalities (e.g. voice user interfaces over the telephone). Form users fill-in, select entries for, modify fields and/or use, the form to retrieve information from the system. This part of ISO 9241 is aimed at a) user-interface designers,

40、who will apply it during the development process, b) the designers of printed forms which serve as source documents, c) buyers, who will reference it during the product procurement process, d) evaluators responsible for ensuring products meeting its requirements and recommendations, e) the designers

41、 of development tools to be used by interface designers, and f) end users, who will gain from the potential benefits it provides. This part of ISO 9241 provides requirements and recommendations concerning forms. Some of these are conditional with respect to whether they are relevant in terms of cont

42、ext of use variables such as particular kinds of users, tasks, environments or technology. Designers using this part of ISO 9241 ought to be able to determine whether they are developing an interface that will meet those of the standards requirements and recommendations that are applicable. Likewise

43、, buyers and evaluators ought to have a means of determining how a product matches the applicable requirements and recommendations. It is not intended that every requirement and recommendation given in this part of ISO 9241 be applied, only those that are relevant. Annex B provides an example of a p

44、rocedure for evaluating the applicability of, and conformance with, the requirements and recommendations. The application of this part of ISO 9241 is expected to improve the overall quality of the form, but this International Standard (like any other standard) will not guarantee the quality of the i

45、nterface. Quality depends on specific usability criteria as set by the user, buyer or other form consumer, which may include specifications based on this part of ISO 9241. BS EN ISO 9241-143:2012ISO 9241-143:2012(E) viii ISO 2012ISO 9241-110 describes dialogue principles that are relevant for the de

46、sign of forms. The principles provide the designer and evaluator with additional information concerning the ergonomic rationale for the various recommendations given in this part of ISO 9241 and, therefore, assist in making trade-offs. However, it is often necessary to base trade-offs on other consi

47、derations as well. BS EN ISO 9241-143:2012INTERNATIONAL STANDARD ISO 9241-143:2012(E) ISO 2012 1Ergonomics of human-system interaction Part 143: Forms 1 Scope This part of ISO 9241 provides requirements and recommendations for the design and evaluation of forms in which the user fills-in, selects en

48、tries for, or modifies labelled fields on, a “form” or dialogue box presented by the system. Often the system then creates or updates the data associated with the form. Form-based entries typically are in the form of typed input (abbreviations, or full names) or selections from available option list

49、s. This part of ISO 9241 is applicable to forms regardless of the modality in which they are rendered (visual, spatial, vocal). However, much of the guidance is based on a model of visual and spatial relationship. In addition, this part of ISO 9241 specifies the use of non-text methods for providing forms entries (e.g. list boxes) and pertains to dialogue boxes which utilize form techniques. Guidance is provided on the selection and design of those user-interfac