Rochester Institute of Technology
RIT Scholar Works
Theses
Thesis/Dissertation Collections
5-1-1997
Autonomy, well-being, and design
Paul James
Follow this and additional works at:
http://scholarworks.rit.edu/theses
Recommended Citation
Rochester
Institute
ofTechnology
A
Thesis Submitted
to the
Faculty
oftheCollege
of
Imaging
Arts
andSciences
in
Candidacy
for
theDegree
ofMaster
ofFine
Arts.
Autonomy,
Well-Being,
andDesign
by
Paul
A.
James
Approvals
Chief Advisor: Craig McArt
Date
SU-.s07
J 2
Associate Advisor: Doug Cleminshaw
Associate Advisor: Jim Sias
Date
_-"'V::'-o.:.2~2+/_'f~~Z
_
T
r
~Chairperson: Kim Sherman
Date
5 .
-::z...;S -
f(
7
I, Paul A. James, prefer to be contacted each time a request for production is
made. I can be reached at the following address:
10
INTRODUCTION
Reflecting
on his father's indignant struggleto negotiate a bathroomenvironment, author and design critic Ralph Caplan wrote, "What
handicapped him and handicapped me when I helped him
bathe,
wasnot adisease. Itwas design. He died of
Parkinson's,
but he wasdisabledby
design."1The products and spacesthat we useto
help
usbathe,
preparefood,
groom ourselves and perform othernecessary
daily
activities can have a significant impact onthe overall quality of our lives.Accomplishing
these activities ofdaily
living,
orADL's,
servesas a primary basis forphysiological, psychological, and sociological health.2 Research into
the basic activities of
daily living
has shown that independence andhealth are
directly
related to one's capacityto perform basic activitieswithout assistance.3 When that
autonomyis compromised dueto
injury
orillness,
our physical, psychological, social, and economic well-being isthreatened.4
The quality ofourlives is dependent in part upon the ability
ofthe products that support ourADL'sto shoulderthe burden of
adaptability as our physical and mental capabilitiesdiminish due to
aging or illness. Failure ofthose productsto react inthis fashion serves
onlyto compound the ramifications of ourdisabilities and diminish the
1 RalphCaplan, "DisabledbyDesign."
Interior Design(August 1992): 88
2 DonFabun,'TheWorldofA+B<=>C,YouandCreativity,"Kaiser Aluminum News 25no.3,(1968): 9-16
3 Herman Miller ResearchCorporation, Metaform(PrintedPrivately), 1988.
4JamesJ. Pirkl,Transgenerational Design- Products foranAging Population (NewYork:Van
Nordstrand Reinhold, 1994), 87
2__
PROJECT
OVERVIEW
The objective ofthis thesis isto demonstrate howproductdesign can
effectivelyimprove the quality of our lives
by
promoting individualautonomy in light of diminished physical capabilities due to illness and/or
aging. Critical to this demonstration is an understanding of the
relationship between personal well-being and our built environments.
Developing
this understanding became the initial focus of my research.The link between personal well-being and physiological, psychological,
and sociological health is well established. In a work exploring the
dynamic relationship between older adults and
daily living
tasks such as cooking, cleaning, and personal care, authorsClark, Czaja,
and Weberpropose atransactional model of human performance which suggests,
"the successful performance of atask is dependent on a match between
the individual's capabilities and the demands generated
by
the task."1 When a person's capabilities are diminished due to aninjury,
illness,
orsimple aging, eitherthe demands ofthetask must be reduced orthe
person's original level ofcompetency must be restored in orderto ensure
successful completion ofthetask.2 Inorderto
help
restore previous levels of capability, physical therapy,training,
and other rehabilitationstrategies can and should be implemented to
help
alleviate theimbalance between task demand and personal capability.
My
area ofproductdesign to
help
reduce the demands ofthe task.Designing
andimplementing
products, spaces and proceduresthat can reduce,combine, or eliminate the demands ofthe task
thereby
reducing the demands and stress placed on the individual canhelp
to restore thenecessary critical balance demand and capability.
By leveraging
thedemand side ofthis transactional performance model and understanding
the direct relationship between health and self-reliant care, it is thus
realisticto conclude that responsible and intelligent product design can
directly
impactthe quality ofliving
forthe peoplethey
serve and support.With an understanding ofthe direct qualitative link between design and
well
being,
I soughttoidentify
an activity ofdaily living(ADL)
that heldboth personal interest and a sufficient opportunityforthe qualitative and
quantitative impact of design. I investigated and considered such ADL's
as food preparation, personal exercise, personal grooming, household
maintenance, personal transportation,vocational support, among others.
Eventually
I became interested specifically in the tasks supportingpersonal care needs dueto the
intuitively
powerful relationship betweenself-reliance,
independence,
dignity
and self esteem.The personal care ADLwith arguablythe mostsignificant, direct impact
on physiological, psychological, and sociological health is personal
hygiene.
My
research suggested that autonomy in making decisions (and actions) regarding personal care was foundto have a directinfluence on autonomyand performance levels in otherdomains.3
3Elias
S.Cohen,J.D.,"TheElderly
Mystique:ConstraintsontheAutonomy
oftheElderly
withDisabilities,"
Consequences ofthis
inability
or apprehension of an individual toadequately care forthemselves not only had obvious implications for
health,
but forsocial interaction and personal morale as well.4Withthis understanding, I chose to focus myefforts on
investigating
thebathing
process.My
intention wastoidentify
inefficiencies in the existing relationships between people and currently availablebathing
supporttools,
and thendevelop
a meansto reduce or eliminatetheseinefficiencies,
thus promoting autonomy, self-reliance, and well-being.My
survey and analysis ofthe available products and environments designed to improve safety and convenience in thebathing
environment uncovered a recurring solution with a problematic assumption and an inconsistent logicthat eventually formed the basis forthe development ofmyproduct.
I discovered many excellent product solutions that have been developed to
help
aid those who havedifficulty
providing fortheirown personalbathing
needs. The most impressive designs included various grabbars,
hand rails,folding
seats, and barrier-less entry products which improve egress and mobility and have greatly reducedthe risk ofinjury
from falling. These attractive products provide a safe, simple, dignified and affordable way tohelp
an individual to enter, occupy, and exit abathing
The current products that supportthe actual
bathing
processes, on theother
hand,
are not as well resolved andfunctionally
successful. Thefaucet handles are hardto adjust and difficultto understand. The fixed
shower nozzles are restrictive
by
their nature sincethey
can'taccommodate people of different heights. The hand-held shower
nozzles promise real, desirable benefits with their custom application
abilities, butthose customization benefits are unfortunately difficult for
some individualsto realize. Though it is obviousthat the extensive
recommendation and implementation of grab
bars,
folding
seats, andsupport rails confirm the market demandfor productsthatcompensate for
a person's lack ofstrength, coordination, mobility and sensory
competencies, these are preciselythe capabilities that are necessaryto
effectively operate and manipulate a hand-held shower nozzle. When
analyzed, the successful operation of a hand-held nozzles requires, at a
minimum, acute
dexterity,
grip strength,flexibility,
hand-eye coordination,and balance. If a person'sfaculties are alreadyfocused on the motor
and concentration requirements of negotiating a wet, slippery, and
potentially dangerous
bathing
environment, it is not realistic to thinkthatadding waterdispersion requirements to thissituation provides any
conceivable benefit. The opposite is actuallythe case, and
consequently, the effortto improve the situation has furthercomplicated
the taskand alienated many ofthe intended beneficiaries.
Forelderly and disabled persons, the opportunityto realize the benefits
of a self-positionable watersource and share in the increased ease and
on the marketsimply ignoresthe physiological characteristics ofthis
significant audience and the
totality
ofthe problem. I will show how thisgap might
theoretically
be bridged withoutimposing
inefficienciesor redundancies thatwould relegate the solution to only a niche audience.2J
PRODUCT
OVERVIEW
To provide individualsthe meansto position the watersource anywhere
they
choose within theirbathing
enclosure while eliminating the need toaccuratelygrasp, store, see, or even hold the
device,
I have developed the FreehandBathing
Arm (fig.1a,b).The Freehand
Bathing
Arm provides thesimplicity of afixed positionshowerand the
flexibility
of a hand-held shower whiletaking
into account the limitationsof elderly and handicapped persons. Fora fixed position,standing shower, one can simply push, pull, nudge, or place Freehand's shower headto the desired height. There is no needto release any levers ortighten anyscrews.
Simply
move the shower head to thedesired position and release. The unique balance created
by
Freehand's torsional springs and counter-balanced mass locations will
processtosuittheirspecific needs and tasteswhile reducing the level of "skill"
necessaryto accomplish the task.
Forthose who prefer or require a seated shower, Freehand seamlessly adaptsto this application withoutany adjustment whatsoever. Forthe batherwho needs a clear path of egressinto or out ofthe
bathing
environment, free oftangle of hoses or piping, Freehand simplyswings out ofthe way allowing forclear accessto support rails and seating apparatuses. Once seated, the usercan position Freehand's nozzle with the use ofahand,
elbow,head,
knee orfoot while never needing to account fordetaching
or remounting adevice that might otherwise fall to the flooror become otherwise entangled. This freedom allows the user to devote their skillsto washing, relaxing and maintaining stability and balance fora safer, more enjoyable and self-reliantbathing
experience.The Freehand
bathing
arm provides the adaptability and compatibility an individual needs for dignified bathing. It does so in a mannerthat doesn't stigmatize anyoneliving
alone orin afamily
because oftheir stature, situation, or physical limitations. In light of aging anddisability,
Freehand improves the qualityof our livesby
enabling people of all ages to be more self-sufficient with moredignity
fora greater portion oftheirlives.PROCESS OVERVIEW
The design process illustrated
below(fig
2.)
was assembled and utilizedto
develop
Freehand. The model enabled the identification andobjectification of the
issues,
constraints and opportunities critical todeveloping
product concepts, specificallywith universal orcross-generational design appeal. The model functioned as aframework for
discussions,
a wayto organize research or information gathering efforts,astrategyfor
developing
insight and freshideas,
and a means formeasuring the validity or appropriateness of a concept.
The model consists offour basic phases: Preparation. Analysis.
Synthesis, and Evaluation. These particularcategorizations are common
to many design methods,5and are consistent with
psychological models
of human creativity.6
Preparation
This phase contains much ofthe basic research effortsthat ledto the
generation ofthe project's objective. The varietyof research servedto
establish afirm foundation of data and insightthat helped to ensure the
relative
durability
of my objective. Thevarious secondary researchsurveys also served as a general knowledge
learning
tool,
as it coveredmany various complementary topics focused on social, physiological,
Preparation
C
Analys
Audience Profile
}
C
O
Task
Physiological
I
Psychological
Sociological
rf^ ^w
Product Mode
I
Activity(i)
1
Action(iJ)
Demand(iJ)
Interface(ij)
Synthesis
Evaluation
Initiation
Routine Use
I
Special UseCompletion
Analysis
This phase consists ofthree parts: Audience Profile Analysis.
Product/System Mode Analysis, and Task Analysis. The objective ofthis
phase is to generate
data, information,
and a general understanding of all the issuesthat will affect theform, fit,
andfunction ofthe final productconcept.
Audience Profile Analysis - The basic structure of this analysis is
borrowed in-part from James J. Pirkl and Anna L. Babic's booktitled
Guidelines and Strategies for
Designing
Transgenerational Products!The purpose ofthe analysis isto establish a complete physiological,
psychological, and sociological profile ofthe target audience. It's meant
to highlight many ofthe often overlooked variables such as emotional
issues,
cultural values, anddynamic,
ratherthan static, human factors data. Their bookprovides an excellent overview of the natural humandecrements due to aging and a convenient source fordata and specific
human factors information.
Product/System Mode Analysis
-The format ofthis analysis is
based in-part on the mode analysis portion ofthe Structured
Planning
process model developed
by
Charles Owen at the Institute of Design atconsiderthe various aspects orphases of a product's life cycle
during
theconcept
development,
or Synthesisphase of the this model. This isaccomplished
by
engaging in conceptualization activities focusedaround several individual life cycle phases. Phases like manufacturing,
distribution,
ordisposal,
forinstance,
can each have unique and oftenconflicting constraints and objectivesthat affectthe products final
solution.
Using
each phase's set of constraints as a catalyst todevelop
product ideas that selfishlyoptimize the needs ofthat particularphase
will
hopefully
uncoverfresh and innovative data that ,when considered intotal, will generate new and insightful
thinking
that will drive refinementand innovation in the final solution.
Task Analysis
-The framework forthis phase of the analysis was found in a paper
by
M. CherieClark,
SaraJ.Czaja,
and Ruth A. Webertitled "OlderAdults and
Daily Living
Task Profiles."^ The process here isto isolate specific activities performed
during
the accomplishment of atask and distill those activitiesdown to the particular actions performed
by
theindividual,
thus generating an understanding ofthe demandsinherent in or generated
by
the environmentduring
those actions. Anexhaustive list is thus compiled
describing
the interaction or interface between each personal action and its associated environmentaldemand. This list represents the Interface portion ofthe model.
During
the generation ofthis
list,
one records anyideas,
opportunities,insights,
hunches,
problems, or concepts that might come to mind based upon theknowledge and perspective established
during
the previous AudienceProfile and the Product/Svstem Mode analysis sections.
9 Clarketal,Task Profiles,p.537-549
Synthesis
The Synthesis phase ofthe model is designed to
bring
order, andeventually
form,
to the information generatedduring
the Interface portionofthe Analysis phase. With thefinal objective, constraints, and necessary
elements as aguide, this is wherethe actual resolution ofform and initial
engineering ideation takes place.
Evaluation
This portion ofthe model is where the product concept's fit is evaluated
againstthe measurements determined
during
the Preparation phase ofthe model. It is wherethe relative quality ofthe solution can be
3_0
PREPARATION
The notion of adirect relationshipbetween the subjective qualityof
an experience andthe physical elements ortools utilized
during
theexperience hasalways intrigued me. I mayjust be predisposedto
enjoying neatlittle gadgets like my
bikes,
camping equipment,cooking utensils, and musical
instruments,
but Isincerely believe that these toolsdirectly
affect myenjoyment ofthe activitywhichthey
enable. Thisrelationship, Ibelieve,
contributedto my interest not onlyin industrialdesign,
butto thefocus ofthis project.3_1
BACKGROUND
Priorto comingto Rochester Institute of
Technology,
I obtained an informational interview with industrial designer William Stumpfduring
which he shared his philosophyaboutdesign andthe role he felt itplayedin oursocietyand culture. Apartfrom thesignificantoverall impactthis interview had on my
life,
I wasspecificallystruckby
a recollection heshared ofafavoritedaily
event in hischildhood.He described in fonddetail a ritual hisfatherwould undertakeevery
morning. The
heating
ofthe water, thesharpening ofthe straightrazor, the ivory-handled boar hair
brush,
the worn pewter mug, the fragrantsoap, and the baritonevoicethat hummed Scandinavian folksongs as he watched his fatherprepare forwork. As Iwondered ifthiscould be ascene from a Norman Rockwell
painting, he asked meto contrastthatevent with myown
preparation that morning. Aerosolcan, disposable razor, late for
the
bus,
and the monotonedescription oflast night's homicide onthe morning radio newsshow. His point wasthat the ideaof
process and ritual in ourindustrializedwestern culture was
being
lostto the seductions of
technology,
efficiency, and productivity.The notion heshared, andthe personal aspirationthatit created
that
day
wasthat design could not onlyprovide a sound andgraceful solutionto aproblem, but itcould also affectthe qualityof
ourlives
by helping
tobring discovery
and meaning to the ordinaryrituals of our existence.
This idea of somehow
leveraging
designto infuse meaning andenjoyment intothese
daily
activities while enabling a successful andefficient completion ofthe taskbecamethe foundation for
generating mythesis objective.
3_1
OPPORTUNITY IDENTIFICATION
My
searchforan appropriate and desirable topicon which tofocusmyeffortstookseveralturns. The
following
schematic(fig
3.)
tracesmy progress ofthoughtand focusthrough-out the firstfour
Meeting
#1:"Improve qualityoflife
by
cleaning up
environment"
Re-green urban environment
Waterpollution
Indoorair pollution
Reduce demands
on the environment
Primarysources: "Green Design"(Burrall) "Design fortheRealWorld"
(Papanek)
Meeting
#2:"IHowcan design improve qualityoflifeby
focusing
on'means'
of
living,
'being'not'having'"Can humans understand product, maintain
it,
feel satisfied
by
it?? Does it increase choices?
Does itenhance self reliance, self worth?
Does it make maximum use ofexisting infrastructure?
Is it safe to make, reuse, recycle?
? How does it recycle "naturally"?
Does it leave room for imagination Primarysource:
and creativity? "Biologic"(Wann)
Meeting
#3:"
Canproduct support or enhancelife
quality?"
Activities of
daily
living; bathing,
toileting,continence,
dressing,
transfereing,feeding,
walking, vision, grooming. . .Idea of
"re-ritualization"
ofprocess
Choose
bathing
due to sensual nature,urbanization, economics, census
data,
residentialremodeling data/trends. Primarysource:
"Metaform"(Herman Miller)
Topictoo broad Environmental angle
fading
Looking
at "whole"bathing
experience/environmentNeed to narrow
target market
Meeting
#4:"
Focus on elderly:
Universal,
Transgenerationaldesign."
? Start
looking
into psychological, sociological, and phsyical issues ofaging? Issues:
well-being, independence,
dignity,
stigma, environmental support.Analyze aging process, current
bathing
solutions,bathing
process(confront, avoid, remove,etc.)identifying
commonalities, trends,shortcomings, etc. . .A
OBJECTIFICATION
Afterthe fourth meeting, thefinal focusofthis project
finally
became clear; todesign a
bathing
systemthat improvedthe qualityof people's lives
by
providingforthefollowing:Help
peopleto remain independent asthey
grow olderby
seamlessly adaptingto theirchanging sensoryand physical
capabilities.
Allowpeopleto more easilychoosethe means
by
whichthey
accomplish theirpersonal hygiene needs.
Makethesystem equally desirable
by
bothfully
and lessorabledindividuals inorderto reduce or eliminatethe stigma associated
with "specially" supportive products.
Makethesystem easyto specify, customize,
install,
use,maintain, and enjoy.
Withthis objective established as a sort of"yardstick"
by
whichtomeasurethe appropriateness of productconcepts, the Analysis
4.0
ANALYSIS
The analysis portion ofthe process model isseparated into three
sectionsthatgenerated three typesof information used as input forthe
Synthesis portion ofthe model.
The Audience Profile analysis helped to
develop
an understandingofthe target audience.
The Task Demand Profile analysis helped to
identify
the specificactivities, personal actions, and environmental demands that are
inherent in accomplishing the task under investigation.
The Product/System Mode analysis helped to ensure the
consideration of all the possible modes of a product's existence.
Analyzing
all three ofthese areas provided a solid knowledge base fromwhichto generate ideas for product solutions. The model could be used
to organize investigations into manyother producttypes withdifferent
target audience profiles
by
simply substituting the appropriate audiencebackground information into this section ofthe model.
4J
AUDIENCE PROFILE ANALYSIS
This analysis establishes a profile of the psychological, physiological,
and sociologicalcharacteristics ofthetarget audience. In this case, the
audience is primarilythe elderly population and secondarily the
handicapped and disabled populations. As one stepsthrough this
portion ofthe model, it is importantto record initial ideas oropportunities
that might cometo mind as one would naturally extrapolate howthe
profile characteristics relateto the objective ofthe project. These initial
intuitions can be
liberating,
asthey
can dispel or challenge existingparadigms, since the identification of specificform orengineering
constraints are not yet binding.
Historically,
design and human factors specialists have been concernedprimarily with the physiological aspects of elderly and disabled persons.
Because ofthe obvious importance ofthe physical interface between the
individual andthe product, much data has been compiled that outlines
the specific physical and sensorycharacteristics ofthese populations. As
a result, manyofthe products designed forthese populations have
focused only on overcoming the particular physical
limitations,
and haveneglected addressing the importance ofthe emotional relationships we
have with our products and spaces. This neglect has ledto "specialized"
products that, although
they
function adequately, condescendinglythe psychological and sociological needs ofthat audience so as not to
compound the
debilitating
effects of physiological changes.In their book "Guidelines and Strategies for
Designing
TransgenerationalProducts,"
authors Pirkl and Babic provide an excellent overview ofthe
complex physical, psychological and sociological changes that take
place in all of us as we age and confront diminished capabilities.1
They
also present a set of detailed guidelines and strategies intended to
help
the development of products that are sensitive to thespecific physical
and sensory limitations ofthe elderly audience.2
The book provides a
resource for
developing
an audience demand profile and anunderstanding ofthe elderly population.
Below,
Ibriefly
outline theelemental process of creating this audience profile, and provide
examples of how product ideas were generated while
developing
myunderstanding ofthe target audience.
4.1.1
Psychological
Changes
Psychological changes can be separated into three areas: information
processing, personality, and the myth ofsenility.3
Information
Processing
1 Pirkletal, "Guidelines forTransgenerational
Products,"
11-18,27-44passim.
2
ibid.,50-74passim.
3 Ibid.,38
Information processing includes reaction
time, intelligence, learning,
memory patterns, and problem solving techniques.
Reaction Time - Reaction
time increases(response slows) with age.
It is also correlatedto thecomplexityofthe task.
Idea: In the
bathing
environment, dangerous consequences of slowerreaction times canbe seen inissues relatedto stabilityand
balance,
falling,
anddangers from scalding burns and cold watershocks.Balancedpressureplumbing loops provide resistanceto sudden water
temperature changes
by
eliminatingpressure surges due to unexpectedwaterdemands elsewhere in the home.
Intelligence
-Intelligence does not appear to change until quite late
in life. Issuesof motivation, vocabulary, contemporaryskills, and speed,
however,
decrease and do affecttask performance.Idea: If
bathing
spaces and products demandnew and unfamiliarskills,or present other possible motivational
barriers,
the desire orability tobathe couldbeaffected. Avoid
developing
products thatare unfamiliarinstyle, process, material, orfunction. Make
bathing
process as similar aspossible to previous life experience, or atleastequalto "normal"
bathing
practices.
Learning
-Learning
appears to be unaffectedby
age.Reducing
complexity
by
redundantcueing and simplifying complex tasks intowater adjustmenthandle couldbe warm, andthe cold waterhandle
cold?
Memory
- Aspeople age, it is proven that shortterm memory
capabilities diminish whereas
long
term memory remains more intact.Idea: A temperaturepreset on a watercontroldevice might eliminate a
possible danger ifan elderlyperson needs to rememberto avoidoverly
hot baths for
instance.
Problem
Solving
- Olderpeople are much more cautious than
younger people and are less
likely
to use trial-and-error problem solvingtechniques. The absence of clearinstruction orintuitiveclues(i.e. size,
shape, color, sequence, priority, etc.) can be
intimidating
and candiscourage elderlypeople from even attempting a puzzling task thata
younger person wouldtackle out of curiosity.
Idea:Haveyou eversteppedintoa hotelroom shower andhadtrouble
determining
howtoadjustthe watertemperature?Push,
pull, up,down,
left,
right,
red, blue? Ihave hadtrouble. Iimagineothers havetoo.Personality
Although it is generallythoughtto be true that older persons
display
moreand more ofthe temperament
they
had as ayoungster, there are widediversities in those personalities and it is crucial that designers avoid
developing
concepts based on any certain stereotype.Idea:Provide a productthatallows theperson the option to customizeits
use to whatevercultural or personalbackground
they
mighthave.The Myth of
Senility
The best research availabledisprovesthat it is somehow
"natural"
to
becomeforgetful ordisengaged from reality as one ages. Over94%of
elderly people remain
independent,
and the normal aging process is notcongruent with mental health problems.
Idea: Provide alevelofintuitive interaction thatis simple enough fora
childbutso powerfulin its refinement and sophistication as tosatisfythe
most
discerning
oftastes.4.1.2
Sociological
Changes
There are more people overthe age of65
living
today
than have lived atyouth-been studying issues pertaining to this situation and have named them
ageism, gerontophobia, and retirement.5
Ageism
Ageism refersto discrimination based on old age. It is manifest in
attitudes,
beliefs,
financial matters, and employment. Like any otherdiscrimination,
itstemsfrom afearofthings thatare different. The fact isthat older people are, ofcourse, not
different,
and thoughthey
may needmore environmental support,
they
don'twant to be treated asbeing
different.
Idea:
Develop
productsthaiare appropriate forpeople of allages, notjustsimplytheyoungorthe old. Products with this
flexibility
wouldhelp
to highlight thesimilarities between thegenerations and eliminatethe
stigma attachedto "special-use"products.
Gerontophobia
Gerontophobia refers to the fearor growing old.
Many
culturesviewgrowing old in differentways. Our American culture places a premium on
youth, andthis attitude has been internalized
by
many people, youngand old. The resulting, internalized fear is often manifest inthe products
and spacesthatwe wantand use, even ifthose products don'tserve our
bestinterests.
Idea: Designattractive, stylishbathproducts thatare safer and easierto
use. Designyouthfulmarketdesireinto non-genderbiasedproducts.
Ibid.,41
Retirement
Retirement marks a departure from the labor force. In ourwork-oriented
society, this new non-productive status contributesto the viewthatelderly
ordisabled people are different. This amplifies the aforementioned
problems of ageism and gerontophobia.
Idea: Makeproducts thathighlighta person'sabilityto be creative and
productive. Insteadof an automatichuman
bathing
machinethatdoesallofthe workforyou, whatabout a productthatenables youto do more of
the work yourself. Providea
feeling
of accomplishment.4.1.3
Physiological
Changes
The changes thatoccur as a result of biological and physiological aging
representthe most significant obstaclesto retaining ourabilityto function
autonomouslyas we grow old or succumbto
injury
ordisease. Whetherthe losses are physical(flexibility, strength, coordination) or
sensory(visual, auditory, tactile),
they
can hinderourabilityto effectivelyinteract with the products and spacesthat surround us in our
homes,
offices, and public places. This hindrancethreatens our qualityof living.
Acomplete and easyto use resource forthe physical and sensory
decrements ofthe elderly and disabled populations can be found in Pirkl
impairments. A summary oftheir generic guidelines for
designing
transgenerational products follows.
Generic Guidelines
-Provide cross-sensory redundant cueing forall alarms, signals, and
controls, e.g., combine an audio signal with a visual indicator.
- Offer
redundant modes of operation utilizingthe next largerset of motor
movements, e.g., fingerto
hand;
handto arm; armto foot.
-Establish consistent display/motion relationships, e.g.,
forward/up,
toincrease,
backward/down to decrease.
-Provide definitive feedback
dues,
e.g., control detentsshould"snap"
into position.
- Reduce
the complexity of all operations, e.g., minimize number oftasks.
- Place
critical,
frequently
used controls within easiest reach, e.g., clustercontrols on basisof priority.
- Prevent
accidental actuation of critical controls, e.g., recess or provide
guard.
-Provide adjustable product/user
interfaces,
e.g.,horizontal/incline,
vertical/incline, raise/lower, push/pull.
- Design for use
by
avariety of populations, e.g., male/female, old/young,weak/strong.
- Design
to facilitate physical and cognitive
function,
e.g., encourage userto practice and improve.
- Design beyond
the basic physical/functional need, e.g., enhance the
user's
independence,
self respect, andquality
of life.- Compensate for
a range of accommodation
levels,
e.g., provide forsome exercise through user interaction/participation.
- Strive
to make task movementssimple and enjoyable, e.g., clockwise
for "on"
or
"increase",
counterclockwisefor"off"
4__
Task Profile
Analysis
This analysiscreates a profile or listof all ofthe personal actions and
coinciding environmental demands that take place
during
the successfulcompletion of ataskutilizing existing products and spaces.
By
utilizingthis form of analysis I was ableto betterisolatethe problems of existing
bathing
products andidentify
an area of investigation that ledto theFreehand
Bathing
Arm concept.Thestructure forthis analysis was found in a paper
by
M. CherieClark,
SaraJ.
Czaja,
and Ruth A. Webertitled "OlderAdults andDaily Living
Task Profiles."8 As applied
here,
the analysis isolates specific activitiesperformed
during
the accomplishment of atask anddistills them down tothe particular actions performed
by
the individual as well as the demandsinherent or generated
by
the environmentduring
those actions. The goalisto generate an exhaustive list
describing
the interaction orinterfacebetween each personal action and its associated environmental
demand.
During
this analysis I was conscious ofkeeping
notes of productideas,
opportunities,
insights,
hunches,
problems, orconceptsthat might cometo mind based upon the knowledge and perspective established
during
the Audience Profile andthe Product/System Mode analysis sections.
The shear number andvariety of ideas generated is important
here,
and8Clarketal, "TaskProfiles,"
537-549
one should avoid anytendenciestowards convergent thinking. The
abilityto thinkcreativelyand
divergently
at this point iscritical.Following
isan illustration ofthe Task Analysisstructure as well as anexplanation of each section, with some examples pertaining to the
development of Freehand.
4.2.1
Activities
Foranytask that a person performsthere are a certain number of
activitiesthatare done issupport ofthat task. To
bathe,
forinstance,
onemust generallyget undressed, turn on the water, adjustthe temperature,
enterthe bathtub or showerstall, move underneath or applythe water
stream to one's
body,
possiblyadjustthe waterflow ortemperature,
getawayfromthe waterstream in orderto applythe soapto lift the dirtand
grime into suspension, reapplythe waterin orderto rinse awaythe soap
and
dirt,
turn offthe water, exitthe environment,dry
oneself, and dressoneself. As can be seen, the seeminglysimple task of
bathing
involvesmanydifferentstages, in this casethere aretwelve. These activities
opportunities exist. In my investigation into existing
bathing
products itwas clearthat egress was the main concern forsafe and proper bathing.
Having
already found numerous well designed products that addressedthis
issue, however,
I continued tosearch foran opportunityto furtherimprove the safetyor effectiveness ofthe
bathing
process. Thissearchwas facilitated
by
thefollowing
interface analysis.4.2.2
Action /Demands
Interface
For each activityestablished above there are both personal actions and
environmental demands associated with it.
Turning
onthe water, forexample, requires several actions and associated demands. A person
mustfirst locate the watercontrol
device(action) by
maybe seeing orfeeling
forit(demand),
addressthedevice(action)
by
possibly navigatingthe physical nature ofthe space inwhich it is mounted(demand),
determine how to operate
it(action)
by,
again, visual orsensoryclues(demands), and then operate
it(action),
by
eithergrasping, pushing,pulling, twisting, or maybe even verbally commanding it
(demands)
tostartthe flowof water.
Once the action/demand pairings were established forthe various
bathing
activities, it became clearto methat there were a significantamount of simultaneous physical and sensory requirements
during
thewashing process.
Depending
on user capabilitylevels,
thesesimultaneous demands posed possible conflict that could either leadto
interruption orfailure to accomplish the activity, or more critically, the
dangerof
instability
and injury.In orderto bathe in a conventional manner, a person must perform four
basicactions: getwet, applysoap, scrub, and rinse.
Accomplishing
thesefoursteps with existing products iswhere I discovered an
opportunity for my productconcept.
Getting
wet is aseeminglysimple process; turn on the water, adjusttheflow level andthe temperature to the desiredsettings, andthen either
move yourself intothe waterstream ormovethewaterstream onto you.
Ifyou're
fully-abled,
the process of moving yourself intothe waterstreamis,
ofcourse, a simpletask. But forthe person hamperedby
aninjury
orother
disability,
the task of moving around in awet, slipperyenvironmentcan be a difficult and dangerous proposition, even with the appropriate
support rails and fixtures. If it's necessaryor
desirable,
then, to move thewaterstream onto and around you, products like the ever-popular, hand
held shower nozzle seem likethe perfect solution. Because oftheir
flexibility
to allow a personto stand or sit and apply water where andwhen
they
desire,
it is not surprising tofind one ofthese productsspecified in every single instance where a
bathing
system is intended forpeople such asthe elderly and
disabled,
who are lessinclined,
or unableto move within the
bathing
environment. Though this seems like aMy
analysis uncovered the paradoxthat the utilization of a hand heldwater nozzle in orderto respondto the various needs of lesser-abled
people actuallycreates conflicting and increased demands on those
individuals. Even a person with minimal impairments will find that
obtaining,
directing
and then reaffixing a hand-held unit whilemaintaining balance and utilizing various soaps and accessories creates
a myriad ofsimultaneous tasks. Even in a well designed
bathing
stallwith appropriate seating and support rail
fixtures,
thebathing
process iscompromised. Ifdue to these complications,
then,
a usersimply leavesthe nozzle fixed in its wall mount in orderto lesson the interface
demands,
the inadequacies of afixed position watersource apply, andlittle has been gained or resolved.
So,
despite solving the issues ofegress, even a well designed
bathing
environment utilizing a hand heldnozzle solution maypose an
intimidating
and even dangerousexperience for an impaired person.
It was atthis point in the projectthat the idea ofthe Freehand
Bathing
Arm emerged. As I considered the
bathing
process and the need todispersewatertovarious desired locationsforvarious periods of
time,
Iwondered if a similartype of dispersion situation already existed that
mightserve as a model to emulate. That afternoon found me sitting at my
drafting
board,
and attachedto that surface was adrafting lamp
and amovable
drafting
arm. I noticedthat both ofthese instruments allowedmetodistribute of disperse either light or information to desired locations
forvarious periods oftime. Once the desired location was determined
andthe unit was placed, I could remove my grasp and itwould retain its
position.
What ifyou replacedthelight bulb with a shower nozzle? What
if,
like theboth the light andthe
drafting
arm, you could movethe end oftheapparatus
by
touching
it atanypoint with either a hand orafoot? Whatabout the factthatwhen I wantto broadcastthe light over a wide area or
concentrate it closely on adetail I need merely push the lightto where its
needed andthen focus only on the
drawing
and not onhanging
orclamping the light fixture? Afterall, light and water can behave in similar
Product/System
Mode Analysis
From aproduct's manufactureand sale, through eventual disposal
orreclamation,thesuccess ofits design iscontingent on morethan
merely satisfyingthe
day
today
usage needs oftheconsumer.Safeand efficient manufacture, profitablesales, excellent
form,
fit,
and
function,
ease ofrepair, and ecologically responsible disposalall contributeto a successful product.
The purpose ofthe Product/System Modeanalysis istoexamine all
possible phases of a product's existence andbeginto considerhow
these issuescan affect a product'sform andfunction. The idea for
thestructure and objective ofthis analysisis patterned afterthe
Structured
Planning
model developedby
Dr. Charles C. Owen atthe InstituteofDesign at Illinois Institute ofTechnology.1
According
to Owen's model, the modes establish focal points around whichto
both generatedata of particularand selfish interestto the mode and
distill information and insight aboutthe product and itsapplication
acrossthevarious phases of its lifecycle.
Though itmayseem premature orconstrainingto considerthese
broad
issues,
even before anytangibleconcepts have beendeveloped,
there is anopportunityto considerthese modes asstarting points around whichto
develop
abatch of unconstrainedinsightor even initial productconcepts beforetoo many
commitments or prejudices are established. Each mode is meant
1Charles
Owen,"ClassNotes," 1991.to act as a catalystforgenerating unconstrained ideas. These
ideas may be
imaginary,
idealistic,
or optimal foronlya given mode,but
they
maysparkinnovative ideas or at least dispel outdatedassumptions and allowfora
truly
progressive solution.Following
is an illustration ofthe analysis(fig.4)
listing
some oftheSystem
Mode:
Issue:
Design
Implication(example):Initiation:
MassCustomizationMarketing/Sales
Purchase/Specification
Installation
Design for assemble-to-order
(ATO),
not engineer-to-order(ETO)
or make-to order
(MTO)
strategyMarket as menu-based productfor
price, size, and function
flexibility
Telephone/on-line specification and
ordering ofmenu-based components
Productretrofitsto anyexisting
wall-mountfixture
Routine
Use:
Bathing/Hygiene Interchangablesnap-onbathing
toolsforsoaps,
lotions, brushes,
etc.Relaxation
Safety
Recycle
(recirculate/filter/reheat)
watertoconserve forextra
long
periodsUtilize external-to-wall plumbing
linesas hand support rails
Special Use:
RehabilitationCleaning/Maintenance
Providespecial add-on accessories
forimmediate conversionto
highly-supportive uses
Componentssnap apartfor
replacement orcleaning in
dishwasher
Reconfiguration Snapapart methodologyallowsfor
ablilityto change configuration in
future
Completion:
Disposal/Recycle Partssnapor breakapart and arelabeled forsorting with like-kind materialsfordisposalor
recycling
5_Q
SYNTHESIS
The analysis activities resulted in
identifying
sixkey
designobjectives. Thisphasedescribes howthe Freehand
Bathing
Armcame to satisfythe
following
criteria:1
)
Makethebathing
processas similar as possible toprevious lifeexperience inorderto reduce stigma of "special"solutions. Create
cross-generational or"universal" design and commercial appeal.
2)
Minimizesimultaneoustaskdemands in orderto reducedangeroussituations related tostabilityand balance.
3)
Makeproduct/person interface as intuitive and refined aspossible(including redundantvisual, auditory, and sensual cues) in
orderto reduceapprehension,
frustration,
stigma, and eventualneglect.
4)
Providea personthe option toeasilycustomize a product'sspecification,
installation,
anddaily
usetowhateverpersonal,functional,
environmental or cultural preference one mayhave.6)
Offerredundant modes of operation utilizingincreasingly
largermotor movements inorderto automatically and
invisibly
respondtodiminished capabilities.
5J
MANIPULATION
During
this phase, all ofthe researchdata, learning,
and insightestablished
during
the analysis period wasintegrated,
ormanipulated, into designconceptsthat attemptedtosatisfythe
above objectives.
Afterconsidering several process scenarios designed toeliminate
simultaneous
tasking
conditionsincluding
telescoping,flexible,
andaccordion-type dispersion mechanisms aswell as various
enclosure-specificconcepts utilizing wall, ceiling, and/orfloor
delivery
systems, I choseto pursue a solution thatcapitalized onthe efficiencyfound inthe
drafting
equipment analogy identifiedduring
myanalysis. In myopinion, thisconceptintuitively
providedthe best platformcapable ofsatisfying theabove objectivesdueto
its relativelyconventional mechanical principles and inherent
dimensional flexibility. Asolution ofthis typecouldsimply provide
the level of
flexibility
and customizationthat ahand-held unitprovides butwithoutthe precarious manipulation issuesthose
devices present. Itwould also represent such agentle and intuitive
evolution away fromconventional
bathing
processes asto avoidlabeling
andstigmatizingthe batheras one requiring"special"
support.
Following
are photographs of astudy model thatdemonstrate notonlythe eventual articulatingsolution with itscounter-balance and
friction systems, butdisplaysthecapabilityand application
*+'*.
Figures5a-5cdemonstrate thesystem's capabilityof
accommodating both "conventional"wall-mounted shower
applications as well as applicationsonly previouslyserved
by
handheldshower nozzles. Noticethat issuesof physical stature or
personal preferencecan be automaticallyaccommodated with no
needto unlock, unfasten,
hang
up, or retighten anypart ofthe unit.The unit can be positioned
by
eitherpushing, pulling, nudging, orgrasping anyone ofitsvarious segments andthen releasing itto
remainfixed inthedesired location. Note howthe bathercould
sit(orstand) either
facing,
perpendicularto,
oraway fromthe supplywall andthe unit wouldsimilarly accommodate either position. Also
notice howthe unit can be used as an extensionto access and
concentrate on locations not easilyreacheddueto
flexibility,
balance,
or musclefatigue andcramping issues. Once thebathing,
or relaxation period iscomplete, the batherneed onlyto push the
unit aside, and exitthe enclosure.
5_2
RESOLUTION
Thefinal form andfunctional resolution ofthe Freehand
Bathing
The primary rotational planeis governed
by
axis "A" andis parallelto the supplywall. The batherfirstpositionsthe unit
"generally"
in
this plane inanticipation of either astanding or seated shower.
This general position can be
instantly
altered atanytimeduring
thebathing
process, butthe majorityof articulation needs foreither astandingor seated event can beaccomplished
by
a singlepositioning inthis plane. Utilization ofthe supplytube(axis
"B")
traveling
inthis plane works well as a global repositioning "handle"whenusing the apparatus as an extensionfeature.
Asthe unit moves about axis
"A",
it istensioned,
orbalanced,
by
two methods.
First,
a counter-balance mass off-setting the unit'sgross component and captured water weight givesthe unit a
partiallybalanced attitude. Sincethe magnitude ofthe torsional
force acting on axis
"A"
varies as Freehand'ssecondarysegments
move along and awayfromthe wall (i.e. the result of avarying
moment), axis "A"is further restricted
by
abraking
systemillustrated in figure 7a. This
braking
system istensioned once atthe time ofinstallation (oraftercleaning ormaintenance)to achieve
asmoothlybalanced operation in any configuration, thus
customizingthe relative"stiffness" ofFreehand's primary
articulating action. This "ride" canthus becustomized tosuit either
enclosure geometry,
bathing
style, or other personal preference.As Freehandswings awayfrom thesupplywall about axis
"B",
itagain creates a situation ofvarying torsional loads
depending
onthe locationofthe supply nozzle. The"twisting"force is
relatively
small whenthe nozzle is either closetoaxis "B" or closetothe
primaryrotational plane, then growssteadily largeras the nozzle
movesawayfrom the wall, and reaches a maximum when
positioned perpendicularto thewall when axis "B" is parallel to the
floor.
Tocounteractthisvarying forceso that Freehand"floats" about
only in responseto the user's deliberate input
(grab,
nudge orpush), axis "B" isgoverned
by
a variable ratetorsionalcounterbalance ofthe kind illustrated in figure 7b. Thetorsion
spring"winds
up"
andincreases its resistance ifaxis "B" rotates
awayfrom thewall. Itcreates a counter-balancethatvaries insize
responding
directly
to thevarying loadscreated as the FreehandArm is moved aboutthe
bathing
enclosure. The rate ofthisspringwould be determined
by
the geometryand size ofthespecifiedconfiguration and preinstalled
during
manufacture, orsimplyrepositioned inthefield tocreate various preloads. This ensures
that Freehand's nozzle effortlesslyglides about regardless ofthe
customized lengthsofthe varioussegments.
At axis
"C",
Freehand once again experiences variabletorsionalloads duetovarying moments relatedto nozzle location. Here
again, the
braking
system describedabove foraxis"A",
figure7a,
The remaining axes,
"D",
"E",
and"F",
are governedsolelyby
thefriction created
by
the o-ringwater seals as illustrated in figure 7c.This solution is dueto thefactthat the forcesacting on thesejoints
so "farout"
along Freehand's length are relativelysmall and
constant and can be accountedfor
by
friction alone withouthindering
thesmooth and balancedaction onthe apparatus. Thisillustration also hints atthe means
by
whichthe varioussegmentsof Freehand's
body
can be "snapped" apartforcustomization ofsize, replacement, orforeasycleaning ofthe component partsin
the kitchen dishwasher.
A
I so*r i i i3 :T5
N3< <S.
N
i>\
U
4
fit
T3fc'
>r
I
If
Thewaterflow andtemperature regulation forFreehand is
accomplished
by
asingle lever-type handle mixer valve seen infigures8 and 9. The geometry and action aredesignedwith a
combination ofdiscrete visual,
tactile,
andsensorycues, as well asculturally intuitive directional cues. To increase flowrate, pull up
("more"),
forincreasedtemperature,
rotateclockwisefincrease") inthedirection ofthe raisedemboss, the oppositeforcold.The lever's
simple rectangular shape stands outawayfromthewall so that it
can easily beactivated
by
hand,
elbow,foot,
or prostheticdevice.The emboss and deboss along withthe ratcheting-typerotating
action provide sensoryfeedbackas to direction and magnitude of
movement.
Thevalve unit can be installed in anylocation within the
bathing
environment so thateasyaccess can beobtained both priorto
entering the enclosure, and/or
during
thebathing
process. The unitis also intended foruse with eitherabalanced pressure valve or
plumbing loop1 which guards againstanysudden pressure or
temperaturefluctuations resultingfrom usagedemands elsewhere
inthe home such as
laundry, kitchen,
ordemands of otherbathroom fixtures.
"HerbertPanzer, PE,"OperationalCriteriaforBalanced PressureShowerValves,"
Heating-Piping. Air
Conditioning
August,(1991), 59-63.In the area ofcustomization, Freehand'stwo arm segmenttubes
can be specified invarious lengths in orderto allowsystem to be
custom fitto anysize enclosure. Thecounter-balance and
braking
systemsare designed toanticipate thesevarying set-ups and adapt
to the resulting loadcharacteristics created
by
each combination.Thevarioustubesegments will simply snapinto place foreither
installation,
remodeling, maintenance, orcleaning purposes.The Freehand
Bathing
Arm presents aunique, powerful, anddignified approachto reducing the demandsofthe
bathing
process.It's
fresh,
yet intuitivesolution enables and prolongsthe abilityforself-sufficient
bathing
practicesin amannerthat is essentiallyconsistentwith established lifeexperiences. Thisautonomy
providesfora
feeling
ofaccomplishment, self-reliance, anddignity,
while reducingthe stigma often associated speciallysupportive
productsand processes. Itallowsforpersonal interpretation and
selection, and respondsto eithertemporary, permanent, sudden, or
evolutionarychanges insupport needs. Freehand improves the
qualityand well-being of people's lives
by
absorbingthe burden ofadaptability, allowing peopleto remain independent and more
__Q
EVALUATION/CONCLUSION
Atthewriting ofthis paperit is nearlyfouryearssincethe gallery
exhibition and defense ofthisthesis.
Revisiting
theproject andfinalizing
this paper has been an revealinglearning
experience, asit has forced meto siftthrough the thoughts and ideasof ayounger
self. Though much of what Ifoundcould have benefited from my
additional fouryears ofexperience and perspective, I havecometo
drawthe
following
conclusions:First,
that the notion behind Freehand's potential abilityto improvethe qualityof peoples lives
by
promoting independence and self-reliance remains significant and substantiallysound.Secondly,
thatthe resultingdesign process provided a good comprehensive approachto problem identificationand solution thatenabled afresh approachto a well established product metaphor.
This processcouldcertainlyserve as aframework forother projects and objectives.
Thirdly,
though I find theexisting articulating solution somewhatintriguing,
I now recognize itto befunctionally
abittoo complicatedandaestheticallytoo "machine-like" and inconsistentwith the
sensual nature of a
bathing
environment. From mycurrentperspective, I would recommend awholly different articulating configuration thatwould simplifythe architectureand work in better
concert with gravity andthe
bathing
environment.Finally,
I no longer feel that auniversallydesigned product capable of meeting the needs of an extensively broad audience is necessarilyin the best net interestof all the audience segments involved. A responsiblyandintelligently
designed niche productwill notonlybetterserve its particularaudience dueto its increasedlevel ofcustomization, butcan doso, I
believe,
withouthaving
toapologize foritsspecial capabilities and withoutviolating the
dignity
ofthe user.
Recalling
the original projectobjectives, The FreehandBathing
Armattemptsto providethefollowing:
Help
peopleto remain independentasthey
grow olderby
seamlessly adaptingto theirchanging sensory and physical
capabilities.
Allow peopleto more easilychose the means
by
whichthey
accomplish theirpersonal hygiene needs.
Makethe system equally desirable
by
bothfully
and lessor-abledindividuals in orderto reduce or eliminatethe stigma associated
with "specially" supportive products.
Makethesystem easyto specify, customize,
install,
use,maintain, and enjoy.
In concept, The Freehand
Bathing
Arm demonstrates howthequalityof ourlives couldbe improved
by
shifting the burden ofadaptabilityand compatibility awayfrom usto the productsthat
serve us. In lightofaging and
disability,
the Freehandsystemwould enable peopleto be moreself-sufficient, with more
dignity,
Selected
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