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An online ergonomic evaluator for 3D product design

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<strong>An</strong> <strong>online</strong> <strong>ergonomic</strong> <strong>evaluator</strong> <strong>for</strong> <strong>3D</strong> <strong>product</strong> <strong>design</strong><br />

Chien-Fu Kuo, Chih-Hsing Chu *<br />

Department of Industrial Engineering and Engineering Management, National Tsing Hua University, Hsinchu 300, Taiwan, ROC<br />

Abstract<br />

Received 15 May 2004; received in revised <strong>for</strong>m 4 January 2005; accepted 24 February 2005<br />

Available <strong>online</strong> 21 April 2005<br />

This paper presents an <strong>online</strong> <strong>ergonomic</strong> evaluation system <strong>for</strong> <strong>3D</strong> <strong>product</strong> development with car interior <strong>design</strong> as an<br />

example, which consists of a <strong>3D</strong> viewer, a digital human model, an <strong>ergonomic</strong> engine, and the web-based GUI’s. The digital<br />

human is constructed with a number of templates based on anthropometry database that represent various levels of body size and<br />

shape <strong>for</strong> the end-user. The interactions between the human and a <strong>product</strong> model are captured by the viewer, and thus, simulate<br />

the user operation of the <strong>product</strong>. According to the Chaffin’s biomechanical model, the <strong>ergonomic</strong> engine then computes the<br />

physical loads of body joints with the captured in<strong>for</strong>mation. The result enables <strong>online</strong> evaluation of the <strong>product</strong> <strong>design</strong> from the<br />

<strong>ergonomic</strong> aspects. It also serves as a base of interactive <strong>product</strong> customization. This research is the first study that realizes the<br />

web-based <strong>ergonomic</strong> evaluation <strong>for</strong> <strong>3D</strong> car interior <strong>design</strong> with no needs of high-end CAD systems or complex VR<br />

environment. In this manner, the human factor issues can be effectively taken into account at the early <strong>design</strong> phase and<br />

the costs of <strong>ergonomic</strong> evaluation will be significantly reduced.<br />

# 2005 Elsevier B.V. All rights reserved.<br />

Keywords: Product <strong>design</strong>; Digital human model; <strong>3D</strong> viewing; Ergonomics; CAD<br />

1. Introduction<br />

To satisfy the customer’s needs is a critical issue <strong>for</strong><br />

companies worldwide to survive in the global market.<br />

Customization (or personalization) is considered an<br />

effective means to achieve this imperative and should<br />

be conducted throughout a <strong>product</strong> lifecycle as<br />

possible. Hence, human-centered <strong>product</strong> <strong>design</strong> [1]<br />

has received much attention in both academia and<br />

* Corresponding author. Tel.: +886 3 5742698;<br />

fax: +886 3 5722685.<br />

E-mail address: chchu@ie.nthu.edu.tw (C.-H. Chu).<br />

Computers in Industry 56 (2005) 479–492<br />

0166-3615/$ – see front matter # 2005 Elsevier B.V. All rights reserved.<br />

doi:10.1016/j.compind.2005.02.002<br />

www.elsevier.com/locate/compind<br />

industries. Like <strong>design</strong> <strong>for</strong> manufacturing (DFM) or<br />

<strong>design</strong> <strong>for</strong> assembly (DFA), <strong>ergonomic</strong> issues must<br />

also be taken into account at the early <strong>design</strong> stage.<br />

Important human factors, such as vision, reach of<br />

envelope, operation strength, and workloads determine<br />

to a large extent the <strong>product</strong> per<strong>for</strong>mance, and<br />

thus, need to be timely accessed during the <strong>product</strong> life<br />

cycle.<br />

Recent progresses in in<strong>for</strong>mation technologies<br />

provide many useful tools <strong>for</strong> accomplishing<br />

human-centric <strong>design</strong>. Among them, computer-aided<br />

software systems have assisted to enhance the<br />

efficiency of most activities in engineering <strong>design</strong>


480<br />

and manufacturing. Integration between heterogeneous<br />

software systems has also become feasible in<br />

the modern IT environment. On the other hand, since<br />

the early 1990s human behavior has been modeled in a<br />

digital <strong>for</strong>m that enables full-scale <strong>ergonomic</strong> evaluation,<br />

both physically and psychologically, in a variety<br />

of industrial applications [2–4]. To incorporate a<br />

digital model that simulates human actions in the<br />

<strong>product</strong> <strong>design</strong> process has been recognized as highly<br />

effective in realizing human-centric <strong>product</strong> <strong>design</strong>.<br />

For instance, vehicle interior <strong>design</strong> is an engineering<br />

task that must cautiously consider <strong>ergonomic</strong> interactions<br />

between the <strong>design</strong> and the end-user. Equipments<br />

in a car should be properly arranged so that the<br />

driver can posture well and feel com<strong>for</strong>table in<br />

driving. Assessments of car setting are usually very<br />

time-consuming and involve multidisciplinary team<br />

members such as engineer, <strong>design</strong>er, <strong>ergonomic</strong><br />

expert, and test user. Complex facilities such as<br />

physical mock-up, virtual reality system, and CAD<br />

software are commonly employed in the assessment<br />

process. The development costs of these <strong>product</strong>s are<br />

consequently increased.<br />

A number of software tools [5–9] have been<br />

developed <strong>for</strong> <strong>ergonomic</strong> <strong>design</strong> of consumer <strong>product</strong>s,<br />

machines, workplaces, and occupational<br />

devices. Most of them utilize full-scale CAD systems<br />

and/or high-end virtual reality environment <strong>for</strong><br />

<strong>ergonomic</strong> estimation [10,11]. However, CAD or<br />

VR tools may not be always available to <strong>product</strong><br />

<strong>design</strong>ers or small/medium enterprises that cannot<br />

af<strong>for</strong>d such costly tools. In addition, any <strong>ergonomic</strong><br />

evaluation <strong>for</strong> consumer <strong>product</strong>s should be conducted<br />

based on appropriate anthropometry data. It is not very<br />

likely that anthropometry databases and <strong>design</strong> tools<br />

are located in one software system within a company,<br />

and thus, the integration between them poses a serious<br />

problem. Finally, customers’ inputs are highly<br />

valuable and most of the time necessary <strong>for</strong> <strong>ergonomic</strong><br />

<strong>design</strong>. However, to obtain their opinions within an<br />

engineering context during the <strong>product</strong> <strong>design</strong> remains<br />

a challenging task. Very little research has addressed<br />

this issue.<br />

This study develops a web-based light-weighted<br />

<strong>ergonomic</strong> <strong>evaluator</strong> <strong>for</strong> vehicle interior <strong>design</strong>. A<br />

digital human model is constructed based on Taiwan<br />

local anthropometry data that enables the user to query<br />

<strong>ergonomic</strong> in<strong>for</strong>mation through a regular browser.<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

The <strong>product</strong> model is simplified from its original <strong>3D</strong><br />

CAD representation, but still retains necessary<br />

in<strong>for</strong>mation <strong>for</strong> the purpose of <strong>ergonomic</strong> evaluation.<br />

This system allows the <strong>3D</strong> human to interact with the<br />

<strong>product</strong> model, thus mimicking the condition in<br />

which a person is sitting in the front seat and driving<br />

the vehicle. Given a posture, physical loads on the<br />

body joints of the digital human can be computed<br />

using the Chaffin’s biomechanical model. In this<br />

manner, the user can interactively adjust the interior<br />

setting until a better <strong>design</strong> is obtained that gives a<br />

more com<strong>for</strong>table posture explicitly <strong>for</strong> the user. This<br />

work demonstrates the feasibility of web-based<br />

ergocentric <strong>product</strong> <strong>design</strong> with no needs of CAD<br />

or VR systems. It provides both the <strong>design</strong>er and endcustomer<br />

1 an easy but effective solution <strong>for</strong> <strong>ergonomic</strong><br />

evaluation of <strong>product</strong> development at the early <strong>design</strong><br />

stage.<br />

2. Research approaches<br />

2.1. Digital human modeling<br />

<strong>3D</strong> virtual humans have been used in many<br />

engineering and entertainment applications since the<br />

early 1990s. For example, interactive computer<br />

models have served as a substitute <strong>for</strong> ‘‘the real<br />

human’’ in the <strong>ergonomic</strong> evaluation <strong>for</strong> <strong>design</strong>s of<br />

vehicles, work areas, machine tools, occupational<br />

devices, etc. prior to the actual construction [12–14].<br />

They successfully provide a real-time representation<br />

of human beings or other live participants embedded<br />

in virtual environment. In addition, the <strong>design</strong>er is able<br />

to collect customers’ feedback based on a digital<br />

model that simulates human behaviors both physically<br />

and psychologically at the early concept <strong>design</strong> phase.<br />

In addition, such a digital human can carry useful<br />

in<strong>for</strong>mation like body shapes, dimensions, motion<br />

constraints, and operation sequences in <strong>3D</strong> space that<br />

must be taken into account in detailed <strong>design</strong>.<br />

Allowing the end-user, characterized by the digital<br />

human, to interact with the <strong>product</strong> model facilitates<br />

<strong>product</strong> personalization as the <strong>design</strong> process evolves.<br />

1 Both the professional <strong>design</strong>er and the general customer can use<br />

the proposed <strong>ergonomic</strong> evaluation system. There is no direct link<br />

between these two roles. ‘‘The user’’ can mean either one depending<br />

on the context in this paper.


The <strong>design</strong>er can also use the model as an effective<br />

medium to demonstrate the final <strong>design</strong> by rendering a<br />

scenario <strong>for</strong> the <strong>product</strong> in use. It is generally<br />

recognized that combining <strong>3D</strong> CAD technologies<br />

with digital human models enables <strong>3D</strong> digital mockup<br />

<strong>for</strong> <strong>product</strong> evaluation and testing during its entire<br />

lifecycle, thus reducing the <strong>product</strong> development time<br />

and costs [15].<br />

2.2. <strong>3D</strong> visualization<br />

Ergonomic evaluation of a <strong>product</strong> often involves<br />

<strong>3D</strong> <strong>design</strong> in<strong>for</strong>mation such as shape, size, distance,<br />

and position. These <strong>design</strong> parameters must be derived<br />

from the <strong>product</strong> model, most likely a CAD<br />

representation. The derivation process usually<br />

requires user interactions, and thus, cannot be<br />

accomplished automatically in many occasions. A<br />

user interface between <strong>3D</strong> CAD and the <strong>ergonomic</strong><br />

evaluation tool is needed when they are not fully<br />

integrated in a software system. It is not practically<br />

feasible <strong>for</strong> the end-user (customer in this case) to<br />

specify those parameters directly in a CAD system.<br />

This is because, first, they may not be able to work<br />

with CAD software. Second, most of the time the user<br />

and the <strong>product</strong> <strong>design</strong>er are physically located in<br />

different places. Currently, most commercial CAD<br />

systems do not provide interfaces <strong>for</strong> the end-user to<br />

remotely access <strong>product</strong> <strong>design</strong> in<strong>for</strong>mation. As a<br />

result, it is difficult to realize the concept of <strong>product</strong><br />

customization in practice, particularly concerning<br />

<strong>ergonomic</strong>s.<br />

<strong>3D</strong> visualization technology [16] was originally<br />

developed <strong>for</strong> viewing CAD files and <strong>design</strong> data<br />

without CAD systems or advanced graphics environment.<br />

This technology has been successfully applied<br />

to the Internet-based collaborative <strong>design</strong> environments<br />

[17–20]. Several commercial CAD viewers<br />

[21,22] have been developed and successfully<br />

deployed in industry. The underlying principle of<br />

<strong>3D</strong> viewing is to simplify a CAD model with <strong>3D</strong><br />

polygons (or meshes) so that the file size becomes<br />

small enough <strong>for</strong> its transmission and manipulation via<br />

the Internet with minimal latency [23]. The simplification<br />

process discards most topological and highlevel<br />

<strong>design</strong> feature in<strong>for</strong>mation but retains important<br />

geometric data. Such a model may not be suitable <strong>for</strong><br />

engineering <strong>design</strong> per se, but it fits well in many other<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492 481<br />

applications in a <strong>product</strong> lifecycle; <strong>for</strong> instance, it<br />

facilitates <strong>design</strong> review by providing easy-to-access<br />

tools <strong>for</strong> non-<strong>design</strong> people, such as managers,<br />

<strong>product</strong>ion staff, suppliers, and marketing people<br />

[24]. The similar technology has been applied to<br />

<strong>online</strong> interactive catalogs <strong>for</strong> <strong>3D</strong> components [25–<br />

27]. Most commercial <strong>product</strong> data management<br />

(PDM) systems also adopt it <strong>for</strong> viewing multimedia,<br />

complex <strong>design</strong> data, and BOM in<strong>for</strong>mation [28,29].<br />

These examples demonstrate the potential of <strong>3D</strong><br />

visualization as an interfacing technology <strong>for</strong> capturing<br />

customer feedback during the <strong>product</strong> <strong>design</strong>.<br />

There<strong>for</strong>e, this study extends its use to on-line<br />

<strong>ergonomic</strong> evaluation.<br />

To realize on-line <strong>ergonomic</strong> evaluation <strong>for</strong> <strong>3D</strong><br />

<strong>product</strong> <strong>design</strong>, the following functional requirements<br />

must be fulfilled by the implementation plat<strong>for</strong>m: (1)<br />

user interactions, (2) <strong>3D</strong> object manipulation, (3)<br />

accessibility via the Internet, and (4) integration with<br />

other legacy systems. VR, CAD, and <strong>3D</strong> visualization<br />

techniques were originally developed <strong>for</strong> distinct<br />

purposes. They all provide the above functions, but<br />

may fit differently into our purpose from practical<br />

aspects [30]. Table 1 illustrates their comparison from<br />

various metrics. <strong>3D</strong> visualization is chosen <strong>for</strong> the<br />

implementation of this study, as it has a lower cost,<br />

requires less use skills and network bandwidth, is<br />

easier <strong>for</strong> customization, and accessible to everyone in<br />

certain occasions.<br />

2.3. <strong>An</strong>thropometry database<br />

Research of the human body and its parts are<br />

generally classified into two categories: static anthropometry<br />

and dynamic anthropometry. The <strong>for</strong>mer is<br />

related to stress and <strong>for</strong>ce calculations <strong>for</strong> the human<br />

body under static and stable postures. The results have<br />

Table 1<br />

Comparison of VR, CAD, and <strong>3D</strong> visualization <strong>for</strong> <strong>product</strong> customization<br />

[30]<br />

VR CAD <strong>3D</strong> viewer<br />

Cost High Medium to high Low<br />

User skills High High Low<br />

Network bandwidth<br />

required<br />

High Medium Low<br />

Easy customization Low Medium to high High<br />

Accessibility Low Medium High


482<br />

been applied to guide the <strong>design</strong> of hand tools,<br />

furniture, and other consumer <strong>product</strong>s [31,32]. The<br />

latter is focused on analyzing the action angles,<br />

trajectories, and reaching spaces of the body parts<br />

under specified human motions. It contributes to the<br />

<strong>design</strong> of work environment, machines, <strong>product</strong>ion<br />

lines, and other occupational equipments [33,34].<br />

Ergonomic assessment <strong>for</strong> the car interior <strong>design</strong><br />

mainly concerns static anthropometry. In this study, a<br />

digital model is constructed with a local anthropometry<br />

database in Taiwan [35], which serves as a<br />

complete data source <strong>for</strong> characterizing the <strong>3D</strong> human<br />

body of both male and female adults in the country.<br />

This human model can be customized according to<br />

different body sizes chosen by the user. The<br />

customization is per<strong>for</strong>med based on the template<br />

approach [36] previously developed in which human<br />

models at different scales are controlled by a set of<br />

anthropometrical parameters. The <strong>design</strong> of this<br />

anthropometry database follows three important<br />

guidelines: (1) <strong>design</strong> <strong>for</strong> extreme individuals, (2)<br />

<strong>design</strong> <strong>for</strong> adjustable range, and (3) <strong>design</strong> <strong>for</strong> average.<br />

2.4. Posture generation<br />

The digital human can be placed in a set of postures<br />

that are recognized in a motion capturer and modeled<br />

with the captured data [37]. The human motion is<br />

comprised of a set of rigid parts connected by joints,<br />

referred to as a human template, as shown in Fig. 1.A<br />

different human template is generated from each<br />

anthropometry data set that corresponds to a specific<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

percentage of the body size. These rigid parts are<br />

allowed to rotate and translate with respect to the<br />

connected joints under biomechanical constraints.<br />

Complex and realistic postures are thus created with<br />

minimal user’s interactions. Moreover, compounding<br />

homogeneous trans<strong>for</strong>mations are applied to generate<br />

the postures of body extremity [38]. For instance, the<br />

posterior segments, like wrist’s final position, are<br />

determined by a series of the anterior segment’s<br />

rotations including <strong>for</strong>earm, upper arm, and torso.<br />

Note that the use of the human templates helps a nonskilled<br />

<strong>design</strong>er easily create realistic character<br />

postures by learning only a small set of key<br />

parameters.<br />

2.5. Posture evaluation<br />

The mechanism <strong>for</strong> the posture evaluation is based<br />

on a musculoskeletal load assessment method<br />

proposed by Chaffin and Baker [39]. This twodimensional<br />

static sagittal model (see Fig. 2) divides<br />

human body into seven major parts [40]. The<br />

dimensions of each part are collected and stored in<br />

the anthropometric database. Ignoring the influence of<br />

inertia, we compute the angle of each joint and<br />

combine the result with the dimensional data. In the<br />

posture assessment, the focus is on shoulder, elbow,<br />

wrist, hip, knee, and toe. The relative positions<br />

between important body points and the <strong>product</strong> are<br />

Fig. 1. <strong>3D</strong> human template based on motion capture data. Fig. 2. Chaffin’s biomechanical model [39].


calculated after the user has accommodated the digital<br />

human template to the simplified <strong>3D</strong> model in the<br />

viewer. The stress induced by the posture on lumbar<br />

vertebra is then estimated.<br />

3. System architecture<br />

The on-line <strong>ergonomic</strong> <strong>evaluator</strong> proposed in this<br />

study consists of five major software components: <strong>3D</strong><br />

viewer, posture generator, <strong>ergonomic</strong> evaluation<br />

engine, interface to CAD system, and the web-based<br />

GUI’s. Fig. 3 illustrates the corresponding system<br />

architecture. Each module and the data flows among<br />

them are described as follows.<br />

3.1. <strong>3D</strong> viewer<br />

Actify SpinFire TM [21] is an integral part of the<br />

system. It provides Software Development Kits (SDK)<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492 483<br />

Fig. 3. System architecture of the <strong>online</strong> <strong>ergonomic</strong> evaluation system.<br />

in a number of programming languages (JavaScript,<br />

VB, and C++) <strong>for</strong> customized development tasks. This<br />

software converts commercial CAD model into its<br />

proprietary file <strong>for</strong>mat—.<strong>3D</strong> <strong>for</strong> better file transmission<br />

and manipulation over the Internet. The conversion<br />

process produces a set of 2D meshes from the<br />

geometry of the CAD model, usually according to<br />

Delaunay Triangulation algorithms [41]. Most topological<br />

in<strong>for</strong>mation and other engineering attributes<br />

are not retained in the .<strong>3D</strong> file <strong>for</strong> file size reduction.<br />

Such a light-weighted model is more suitable to<br />

network transmission and <strong>online</strong> manipulation. This<br />

software also provides a graphical environment <strong>for</strong><br />

real-time rendering .<strong>3D</strong> models. Simple dimensional<br />

data such as length and angle can be calculated<br />

interactively in <strong>3D</strong> GUI’s or programmatically via<br />

API’s. In addition, this viewer can serves as a plug-in<br />

in Windows TM application programs, so its customization<br />

and integration with other systems are<br />

convenient.


484<br />

3.2. Web-based GUI<br />

The web-based graphical user interface (GUI) is<br />

embedded in Microsoft Explorer 6.1 using simple<br />

HTML <strong>for</strong>mat. Java Server Pages (JSP TM ) technology<br />

connects the viewer to multi-media data sources<br />

within a browser environment. A variety of languages<br />

like JavaScript, VBScript, and DHTML provide<br />

effective tools <strong>for</strong> the GUI implementation in a JSP<br />

program. The GUI also enables instant communications<br />

between the system and the user with integration<br />

with standard Windows UI components.<br />

3.3. Server technology<br />

This system adopts Apache Tomcat TM as a web<br />

application server that links the <strong>3D</strong> viewer embedded in<br />

the web-based GUI and the reference engines (posture<br />

generator and <strong>ergonomic</strong> evaluation engine) at the back<br />

end. A commercial Java SDK–JXL TM offers an interfacing<br />

technology <strong>for</strong> the data transfer between the<br />

viewer and the posture generator constructed in Microsoft<br />

Excel TM spreadsheets, or related rule databases.<br />

3.4. Posture generator<br />

The human templates produce a variety of postures<br />

required in <strong>ergonomic</strong> evaluation. It is constructed from<br />

a massive amount of the body motion data captured with<br />

a full-scale high-speed camera. Different patterns of<br />

human configuration are recognized from the captured<br />

data using data mining techniques [42], andtheresults<br />

are stored in Microsoft Excel TM spreadsheets. Each<br />

template usually corresponds to a set of coordinate<br />

trans<strong>for</strong>mations <strong>for</strong> various body parts involved in the<br />

generation of a particular posture. These spatial<br />

relationships exist in Excel TM tables and drive the<br />

configuration change of the digital human in the viewer<br />

through SpinFire SDK and its internal mathematical<br />

functions. This posture generator also offers the viewer<br />

the detailed dimensions of any chosen human model. It<br />

also passes the posture data along with the user inputs<br />

over to the evaluation engine.<br />

3.5. Ergonomic evaluation engine<br />

The system currently allows <strong>ergonomic</strong> evaluation<br />

<strong>for</strong> a set of sitting postures using a two-dimensional<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

statically biomechanical model. The evaluation result<br />

consists of the compression as well as shear <strong>for</strong>ces on<br />

L5/S1 and moments/<strong>for</strong>ces at critical joints of the<br />

upper limbs including shoulder, elbow, and wrist. The<br />

corresponding <strong>for</strong>mulae are explicitly expressed in<br />

Excel TM and all the related computations are<br />

per<strong>for</strong>med with VBA. The posture generator provides<br />

the pose data required in the evaluation through direct<br />

binding between two Excel threads. The engine then<br />

sends the outcome over to the user via the application<br />

server in HTTP protocol. The viewer is running a<br />

socket thread pending <strong>for</strong> the response from the<br />

engine. The server will refresh the browser and publish<br />

with the evaluation data. Note that more biomechanics<br />

models can be readily appended into the engine <strong>for</strong><br />

other <strong>ergonomic</strong> evaluations.<br />

4. Implementation and discussions<br />

4.1. Scenario I<br />

We illustrate two scenarios that demonstrate on-line<br />

<strong>design</strong> evaluation <strong>for</strong> <strong>ergonomic</strong>s using the proposed<br />

system. In the first scenario, the user remotely opens up a<br />

browser embedding with the <strong>3D</strong> viewer via the Internet<br />

and establishes a HTTP link to the server, as shown in<br />

Fig. 4. The main page consists of three modules. The left<br />

one (L) provides a set of UI’s withwhichtheusercan<br />

query geometric in<strong>for</strong>mation in the current <strong>design</strong>. The<br />

middle area (M) contains a <strong>3D</strong> display space of the<br />

viewer and a history data access area. The user can<br />

change the pose of the digital human with the joint<br />

angles keyed in from the right module (R). The<br />

evaluation process generally consists of the following<br />

steps shown in Figs. 5–8, respectively:<br />

(1) Choose an interior <strong>design</strong> from the drop down<br />

menu in middle module.<br />

(2) Generate preferable <strong>3D</strong> views and record them <strong>for</strong><br />

future evaluation.<br />

(3) Measure the dimensions in <strong>3D</strong> space that<br />

determine the com<strong>for</strong>t of the current interior<br />

setting.<br />

(4) Calculate the corresponding joint angle (the hip<br />

angle in this case).<br />

(5) Repeat (4) and (5) <strong>for</strong> each joint angle (six angles<br />

to be determined in this example).


(6) Query the <strong>for</strong>ces and the <strong>for</strong>ce moments from the<br />

back end evaluation engine.<br />

In Step (1), the user can choose a <strong>design</strong> from<br />

different car interior settings residing in a remote CAD<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492 485<br />

Fig. 4. User interface of the <strong>ergonomic</strong> <strong>evaluator</strong> embedded in a browser.<br />

Fig. 5. User is selecting a <strong>design</strong> from different car interior settings.<br />

database and upload it to the system <strong>for</strong> examination<br />

(see Fig. 5). Note that the chosen CAD model will be<br />

automatically converted into the .<strong>3D</strong> file <strong>for</strong>mat be<strong>for</strong>e<br />

the upload. The conversion process is accomplished<br />

via a publishing program embedded in the CAD sy-


486<br />

stem. The user has already selected a specific human<br />

model corresponding to his/her body shape and size<br />

generated from the anthropometry database.<br />

Next, the user may want to examine the chosen<br />

<strong>design</strong> in more details by zooming, rotating, cross<br />

sectioning, and other graphic techniques offered by<br />

the system (see Fig. 6). It is also useful that the<br />

intermediate results can be saved <strong>for</strong> future estimation<br />

purpose. The user can instantly retrieve them without<br />

tweaking the GUI’s one more time. The next step is to<br />

interactively adjust the car settings in the <strong>3D</strong> space.<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

Fig. 6. User is accessing the <strong>design</strong> in more detail.<br />

In this example, the seat angle is the major parameter<br />

that can be interactively changed, and thus, influence<br />

the sitting com<strong>for</strong>t. It controls the position of the wheel<br />

steering relative to the human being seated in the front<br />

car. Direct measurement of such <strong>3D</strong> dimensional data<br />

might be difficult <strong>for</strong> end customers. To overcome this<br />

problem, the system provides them a simple button <strong>for</strong><br />

automatic <strong>3D</strong> measurement of the angle. This is<br />

implemented by locating the location of the measured<br />

objects in <strong>3D</strong> space and inquiring their relative<br />

position with corresponding API’s provided by<br />

Fig. 7. Automatic calculation of the relative position between seat angles.


SpinFire TM SDK.Theresultisthencombinedwiththe<br />

anthropometrical data comprising the digital human in<br />

use and sent over to the pose generator <strong>for</strong> determining<br />

the value of the corresponding joint angle (the hip angle<br />

in this case). The similar procedure must be applied to<br />

produce all the required joint angles, including elbow,<br />

shoulder, hip, knee, ankle, and toe. The system then<br />

transmits these parameter values along with the<br />

anthropometrical data over to the back end <strong>ergonomic</strong><br />

evaluation engine over the Internet. The engine can thus<br />

calculate <strong>for</strong>ces/stresses <strong>for</strong> various body joints in the<br />

given posture and <strong>design</strong> settings. The server prompts<br />

the user in real-time with a new page containing the<br />

evaluation result (see Fig. 8), and thus, helps determine<br />

whether the current <strong>design</strong> needs further improvement.<br />

4.2. Scenario II<br />

Online customization of car interior <strong>design</strong> using<br />

<strong>3D</strong> human model is another good application of the<br />

proposed idea. The main screen <strong>design</strong>ed <strong>for</strong> running<br />

this scenario consists of three modules, similar to that<br />

of the first scenario, as shown in Fig. 9. The left<br />

module provides the user drop down lists <strong>for</strong> selecting<br />

a specific digital human model <strong>for</strong> the current use. The<br />

middle area contains a <strong>3D</strong> display space of the viewer<br />

and a history data access area. The user can adjust the<br />

interior <strong>design</strong> through the UI’s in the right module<br />

(R). A typical operational procedure consist of:<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492 487<br />

Fig. 8. Evaluation results <strong>for</strong> various joints generated from the <strong>ergonomic</strong> engine.<br />

(1) Choose an interior <strong>design</strong> from the drop down<br />

menu in middle module.<br />

(2) Determine a digital human model that fits the user<br />

best.<br />

(3) Generate preferable <strong>3D</strong> views and record them <strong>for</strong><br />

future evaluation.<br />

(4) Adjust the car setting according to the digital<br />

human.<br />

(5) Per<strong>for</strong>m the <strong>ergonomic</strong> evaluation described in the<br />

first scenario if needed.<br />

Similar to the first scenario, the user has to choose a<br />

<strong>design</strong> model from the CAD database. The system<br />

then automatically constructs a <strong>3D</strong> digital human according<br />

to the chosen anthropometric data. Currently,<br />

the available options include: gender (male, female)<br />

and the figure size percentage (95, 90, 50, 10, and 5%).<br />

The model of a full-scale <strong>3D</strong> human is thus imported<br />

from the pose generator into the viewer. Fig. 9 demonstrates<br />

a Taiwanese male with a 50% percentage<br />

line. In contrast, a female with a 90% percentage line<br />

is shown in Fig. 10. Note that the imported models<br />

have been converted into the .<strong>3D</strong> <strong>for</strong>mat, which has a<br />

small file size and easy to be transmitted and graphically<br />

manipulated in a browser environment.<br />

In theory, the car interior setting must fit the digital<br />

human as close as possible to create com<strong>for</strong>t at a given<br />

pose. The user can interactively adjust the seat setting,<br />

mainly controlled by the seat angle and the steering


488<br />

wheel position, through a set of UI’s provided by the<br />

system. These interfaces allows <strong>3D</strong> rotation and<br />

translation of the model with embedded SpinFire TM<br />

API’s. Note that the system maintains the seat, the<br />

steering wheel, and other part models as individual<br />

components in an assembly, namely the car interior<br />

setting, and thus, they can be freely manipulated and<br />

trans<strong>for</strong>med in <strong>3D</strong> space. The user can change the<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

Fig. 9. <strong>3D</strong> <strong>product</strong> customization using the <strong>online</strong> <strong>ergonomic</strong> <strong>evaluator</strong>.<br />

Fig. 10. User is selecting a <strong>design</strong> from different car interior settings.<br />

setting and inspect the result visually or using the<br />

distance measurement function of the viewer until a<br />

com<strong>for</strong>table posture is obtained. Fig. 11 shows that the<br />

steering wheel is highlighted after the user has clicked it<br />

<strong>for</strong> the position adjustment. The wheel is moved to the<br />

new position corresponding to a translation with<br />

500 mm in each x, y, andz-axis, as shown in Fig. 12.<br />

Finally, the user can switch to the first scenario by


clicking the tabs (in the upper left in Fig. 9), and thus,<br />

per<strong>for</strong>m necessary <strong>ergonomic</strong> evaluation <strong>for</strong> the<br />

customization result.<br />

The first scenario has demonstrated <strong>online</strong> assessment<br />

of the com<strong>for</strong>t of a given posture in a car <strong>design</strong>.<br />

If the result is not satisfactory, the user may want to<br />

change the position of the steering wheel or the<br />

seat angle until a better <strong>design</strong> is obtained. The<br />

resulting optimal <strong>design</strong> parameters can be automatically<br />

extracted from the viewer and stored in a<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492 489<br />

Fig. 11. User is selecting a <strong>design</strong> from different car interior settings.<br />

Fig. 12. The new wheel position after customization.<br />

PDM system <strong>for</strong> actual engineering changes. In the<br />

second scenario, the end-user can adjust the car<br />

interior to fit a full-scale <strong>3D</strong> digital human corresponding<br />

to his/her body shape. Likewise, the relative<br />

positions between the car setting and the model can<br />

be readily acquired, and thus, lend a support to<br />

necessary <strong>design</strong> modification. In this manner, this<br />

system provides simple yet effective <strong>online</strong> tools <strong>for</strong><br />

accomplishing <strong>product</strong> customization and personalization.


490<br />

The <strong>3D</strong> viewer—SpinFire TM plays an integral part<br />

in the proposed system. It does serve as a lightweight<br />

interface <strong>for</strong> the user to access <strong>3D</strong> data through the<br />

Internet. The API’s allow <strong>for</strong> easy customization and<br />

access to the Windows resources with JavaScript,<br />

C++, and Visual Basic. Coordinate trans<strong>for</strong>mation<br />

operations of translation, rotation, scaling, and their<br />

combination are also provided. These operations<br />

enable the user to manipulate <strong>3D</strong> objects interactively<br />

over the network, which is one major advantage that<br />

<strong>3D</strong> visualization technology has over other web-based<br />

multi-media tools. However, there are several limitations<br />

in the <strong>3D</strong> viewer used in the system. It requires<br />

installation of a browser plug-in <strong>for</strong> the first time use,<br />

which may cause a security concern in certain<br />

enterprise applications. <strong>An</strong>other bigger restriction of<br />

the current <strong>ergonomic</strong> <strong>evaluator</strong> is that it does not<br />

allow <strong>for</strong> change of the <strong>product</strong> geometry or<br />

engineering attributes. The user can only determine<br />

the <strong>product</strong> arrangement (the relative positions<br />

between parts in the above case) instead of full-scale<br />

customization, due to the limited functions of the<br />

viewer. All the available commercial viewers<br />

[21,22,43,44] are quite deficient in this category.<br />

5. Conclusions<br />

This paper has presented an <strong>online</strong> <strong>ergonomic</strong><br />

evaluation system <strong>for</strong> <strong>3D</strong> car interior <strong>design</strong> using<br />

web-based <strong>3D</strong> visualization technology. This system<br />

does not require advanced CAD tools or virtual reality<br />

facilities. It provides a virtual human in digital model<br />

that acts as the actual user and enables interactions<br />

with the <strong>product</strong>. This digital human is constructed<br />

with anthropometry data that characterizes the body<br />

shape and size at different levels <strong>for</strong> adults in Taiwan.<br />

Car interior <strong>design</strong> is used in this study <strong>for</strong><br />

demonstrating the feasibility of the proposed system.<br />

The user can adjust the car setting to fit the digital<br />

human through <strong>3D</strong> GUI’s embedded in a browser<br />

via the Internet. <strong>An</strong> <strong>ergonomic</strong> evaluation engine<br />

calculates the induced stresses and <strong>for</strong>ces corresponding<br />

to the posture created by the user. The calculation<br />

results are immediately prompted and help the user<br />

access the <strong>product</strong> <strong>design</strong> from the <strong>ergonomic</strong><br />

aspect. In this manner, the user can tailor the <strong>product</strong><br />

model according to individual preferences, and thus,<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

<strong>online</strong> <strong>product</strong> personalization is effectively achieved,<br />

both technologically and economically. Additionally,<br />

this work has demonstrated the potential of <strong>3D</strong><br />

visualization technologies in the Internet-based mass<br />

customization, linking the end-customer to <strong>product</strong><br />

<strong>design</strong>. They are applicable to other E-commerce<br />

activities, e.g. collection of marketing intelligences,<br />

customer relationship management (CRM), and<br />

customer-driven configuration to order (CTO).<br />

The <strong>ergonomic</strong> evaluation developed in this study<br />

is focused on biomechanical concerns. However,<br />

psychological factors also play an important role in<br />

evaluating a <strong>product</strong> and its acceptance by customers.<br />

More studies should be conducted on how to<br />

accomplish <strong>online</strong> psychological assessment <strong>for</strong><br />

consumer <strong>product</strong>s. In addition, the recent progress<br />

in <strong>for</strong>ce-feedback (haptic) devices brings up new<br />

opportunities <strong>for</strong> <strong>ergonomic</strong> evaluation. This technology<br />

enables on-line physical simulation that is likely<br />

to realize collaboratively distributed <strong>product</strong> assembly<br />

and testing. <strong>An</strong>other research worth of pursuing is to<br />

develop web-based <strong>3D</strong> visualization technologies that<br />

allow the user to modify <strong>product</strong> <strong>design</strong> over the<br />

network. This requires novel meshing techniques <strong>for</strong><br />

CAD models and advanced data structure <strong>for</strong><br />

integration of engineering attributes. Our future<br />

research is concerned with this topic.<br />

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492<br />

Chih Hsing Chu attended National Taiwan<br />

University in Taipei, Taiwan, and<br />

received his BS and MS degrees from<br />

the Mechanical Engineering Department.<br />

He worked as a visiting researcher <strong>for</strong> one<br />

year at the Laboratory <strong>for</strong> Machine Tools<br />

and Production Engineering (WZL),<br />

RWTH Aachen, Germany. He received<br />

his PhD degree in mechanical engineering<br />

at the Laboratory <strong>for</strong> Manufacturing<br />

Automation, University of Cali<strong>for</strong>nia at Berkeley. His project work<br />

at Berkeley concerned Internet-based <strong>product</strong> <strong>design</strong> and manufacturing.<br />

He worked as a web applications engineer at RedSpark Inc.,<br />

an Autodesk Venture, on development of web-based collaboration<br />

software. His past work experiences also include a research intern at<br />

DaimlerChrysler AG, Stuttgart, Germany, and a technical consultant<br />

<strong>for</strong> Stand<strong>for</strong>d Co. Ltd., Taoyuan, Taiwan. Prior to joining National<br />

Tsing Hua University in 2002, he was on the faculty of Industrial and<br />

C.-F. Kuo, C.-H. Chu / Computers in Industry 56 (2005) 479–492<br />

Systems Engineering Department, Virginia Tech, Blacksburg. His<br />

research interests include <strong>product</strong> development, collaborative<br />

<strong>design</strong>, geometric modeling, CAD/CAM, and precision manufacturing.<br />

He is a Member of the SME, ASME, and PDMA.<br />

Chien Fu Kuo is a PhD candidate in the<br />

Department of Industrial Engineering and<br />

Industrial Management, National Tsing<br />

Hua University, Taiwan, Republic of<br />

China. He received his bachelor degree<br />

in industrial <strong>design</strong> from National Cheng<br />

Kung University in 2002. His past work<br />

experience include a <strong>design</strong> intern at<br />

NOVA Design Co. Ltd., Taipei, Taiwan,<br />

a research intern at Chi Mei Medical<br />

Center, Tainan, Taiwan, and a research intern at Ford Motor<br />

Company, Taoyuan, Taiwan. His research interests include computer<br />

aided <strong>ergonomic</strong>s, digital human modeling, and <strong>product</strong> <strong>design</strong>.

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