Human Factors - A Key to ImprovedQualityThomas Backstrom <strong>and</strong> Nigel ClaridgeTelecom services are being developed rapidly, <strong>and</strong> introduced at an alarming pace.Both end-users <strong>and</strong> telecom network operators will soon experience how theseservices <strong>and</strong> other emerging possibilities place new <strong>and</strong> greater dem<strong>and</strong>s on theircommunication with the telecom system. Technical solutions must take human issuesinto account - technology is used by people in their daily lives. As the number ofservices offered increases, it will become more <strong>and</strong> more important to provideefficient interaction between the individual <strong>and</strong> the technology.Internationally, the art of creating an integrated man-machine system is known asHuman Factors Engineering, or Human Factors <strong>for</strong> short.The authors describe what Human Factors is, Ericsson's corporate policy within thearea, <strong>and</strong> the process required to create good <strong>and</strong> usable products from the humanviewpoint.human factorstelecommunication servicesst<strong>and</strong>ardisationFig. 1In a changing world, where telecommunicationsis becoming a part of everyday life of the individual,variations in culture, traditions <strong>and</strong> languageplace dem<strong>and</strong>s on the design of telecom products<strong>and</strong> services. Human Factors increases thedegree of usability <strong>and</strong> acceptability by makingproducts simple <strong>and</strong> easy to useEricsson manufactures <strong>and</strong> supplies productswithin a wide variety of areas - fromspecialised <strong>and</strong> complex products, suchas in<strong>for</strong>mation systems used in fighter aircraft,to public <strong>and</strong> private telephone exchanges<strong>and</strong> consumer products such astelephone sets. Each product has its ownset of specific design requirements <strong>and</strong>conditions, based on the characteristics<strong>and</strong> limitations of the intended users.Although there are few similaritiesbetween the design specifications <strong>for</strong> thecockpit of a modern fighter <strong>and</strong> those <strong>for</strong>a desk-top telephone set, all products - irrespectiveof the level of technology - haveone basic dem<strong>and</strong> in common: they mustbe designed so as to per<strong>for</strong>m well in theenvironment <strong>for</strong> which they are intended.Clearly, a fighter cockpit or air traffic controlcentre requires significantly more developmentresources than a simpler product,but how many of us have beenfrustrated, if not injured, when using a canopener. After several unsuccessful attemptswe have probably thrown it away.To avoid these problems, the way a productwill be used - <strong>and</strong> by whom - must bethoroughly analysed <strong>and</strong> the results integratedearly into relevant product specifications.In principle, there is little differencebetween the Human Factors methods appliedwhen designing a cockpit <strong>and</strong> thoseapplied in the design of a telephone set.The variation lies in the number <strong>and</strong> complexityof relevant factors, resulting incockpit design being significantly more difficult<strong>and</strong> more extensive.Historical backgroundThe need <strong>for</strong> new specialist knowledgearose because both users <strong>and</strong> manufacturersbecame more <strong>and</strong> more specialisedin their activities, <strong>and</strong> because dem<strong>and</strong>s<strong>for</strong> safety <strong>and</strong> efficiency increased. Thisknowledge identified dem<strong>and</strong>s to be includedin product design - dem<strong>and</strong>s thatwere based on the users' (operators') cognitive<strong>and</strong> physical limitations <strong>and</strong> the worksituation. It also <strong>for</strong>mulated these dem<strong>and</strong>sso that they were understood <strong>and</strong>usable by the systems engineer.The need <strong>for</strong> Human Factors knowledgewas accentuated during the Second WorldWar. Technical developments advancedto such a degree that individuals operatingsystems <strong>and</strong> vehicles experienced seriousdifficulties <strong>and</strong> were exposed to personaldanger. It became necessary todesign control systems <strong>and</strong> to present in<strong>for</strong>mationin a way that permitted efficientoperation, yet avoided overstressing theindividual <strong>and</strong> eliminated the risk of accidents.This development has continued, <strong>and</strong> HumanFactors knowledge is now applied notonly to complex <strong>and</strong> sophisticated productsbut also to a wide range of everydayproducts, such as cars, computers, tools<strong>and</strong> machinery <strong>and</strong> consumables. Aids <strong>for</strong>the elderly <strong>and</strong> the h<strong>and</strong>icapped is anotherarea where Human Factors knowledge isapplied.ERICSSON REVIEW No. 1-2, 1992
21NIGEL CLARIDGENomos Management ABTHOMAS BACKSTROMEricsson Telecom ABBox 1Definition of Human FactorsHuman Factors is defined as "The study of the relationbetween man <strong>and</strong> his occupation, equipment<strong>and</strong> environment, <strong>and</strong> particularly the applicationof anatomical, physiological <strong>and</strong>psychological knowledge to problems arisingtherefrom".There<strong>for</strong>e, "Human Factors in In<strong>for</strong>mation Technology"(IT) is considered to be the study of, <strong>and</strong>application of Human Factors knowledge to, allaspects of the relation between the human, themachine <strong>and</strong> the environment which directly influencethe safe, efficient, acceptable <strong>and</strong> satisfyingusage of the IT system.Box 2HUMAN FACTORSENGINEERINGEricsson's PolicyPurpose To ensure high Human Factors'quality in all Ericsson productsPolicy Human Factors Engineeringshould be applied to all product design,thus making the productsprofessional also from the individualuser's <strong>and</strong> h<strong>and</strong>ler's point ofviewResponsibility Business Area <strong>and</strong>/or Local Companymanagement is responsible<strong>for</strong> the issuance of application rules<strong>for</strong> Human Factors Engineering.Corporate Systems <strong>and</strong>Technology is responsible <strong>for</strong>coordination activitiesGuiding Principles- Products <strong>and</strong> systems to be used in similar userenvironments should be given uni<strong>for</strong>m economicor Human Factors properties- In product design work, great attention shouldbe paid to the concepts "user-friendliness" <strong>and</strong>"suitability <strong>for</strong> purpose"- Our professional knowledge in Human FactorsEngineering should be utilised in our marketing- Qualified application of Human Factors Engineeringshould be emphasised as importantquality improvements- Existing st<strong>and</strong>ards in the Human Factors fieldmust be followed <strong>and</strong> measures must be takento further develop such st<strong>and</strong>ardsERICSSON REVIEW No. 1-2,1992What is Human FactorsAs defined in Box 1, Human Factors is aninterdisciplinary science. The terms HumanFactors <strong>and</strong> Ergonomics are oftenused synonymously when defining boththe applied area of research <strong>and</strong> the methodused to create products. In Sc<strong>and</strong>inavia,the term Ergonomics has beenstrongly identified with the physical designof products <strong>and</strong> workplaces, i.e. associatedwith man's physical characteristics relevantin this context: anthropometry,stress, vision <strong>and</strong> hearing. The term HumanFactors is used to encompass theseaspects - <strong>and</strong> also the cognitive aspects- in the design process, such as man's abilityto process, interpret <strong>and</strong> act upon in<strong>for</strong>mation.Cognitive issues have grown inimportance as in<strong>for</strong>mation technology hasbroken into more <strong>and</strong> more areas of application.The changing world ofTelecommunicationsAs a result of increased competitionthrough deregulation, network operators'cost situation has become strained at thesame time as subscriber dem<strong>and</strong> <strong>for</strong> servicehas increased. Subscribers have becomeincreasingly dependent on the telecomservices they use. Individuals <strong>and</strong>companies are emphasising the need <strong>for</strong>mobility; yet dem<strong>and</strong>ing access to the samefunctions <strong>and</strong> services irrespective oflocation. Many of these dem<strong>and</strong>s are nowfulfilled by both public <strong>and</strong> private exchanges<strong>and</strong> by fixed <strong>and</strong> mobile services.Common to all these changes is the dem<strong>and</strong><strong>for</strong> simplified methods of h<strong>and</strong>lingan increased range of complex services.Services must be easy to learn <strong>and</strong> easyto use <strong>for</strong> end-users, subscribers <strong>and</strong> networkoperator service staff. H<strong>and</strong>ling procedures<strong>for</strong> a given service should be thesame irrespective of the application, whichmeans that efficient, uni<strong>for</strong>m h<strong>and</strong>lingcharacteristics will become one of the mostimportant competitive edges in the future.This applies both to products which arepart of the network <strong>and</strong> to products usedby subscribers when utilising network services.<strong>Efficient</strong> h<strong>and</strong>ling characteristicsare a result of products that are well adaptedto user requirements <strong>and</strong> the intendedtask.There are further advantages to be gainedthrough the application of Human Factors.Variations in culture, tradition <strong>and</strong> languageare taken into account, which resultsin products becoming accessible toa wider range of end-users. The applicationof Human Factors will reduce trainingtime, lead to more reliable data input <strong>and</strong>higher productivity, <strong>and</strong> ensure that productswill be better adapted to the environmentsin which they will be used. Facedwith the trend (noticeable in many countries)of increased supplier responsibility<strong>for</strong> product safety, the need to designgood, safe products supported by usabilitytesting becomes paramount. HumanFactors input in product development willbecome more <strong>and</strong> more essential.Ericsson's PolicyEricsson's goal as regards Human Factorsis that all Ericsson products should meetuser requirements <strong>for</strong> com<strong>for</strong>t <strong>and</strong> safety,<strong>and</strong> at the same time promote user <strong>and</strong>system per<strong>for</strong>mance efficiency. The Ericssonview of Human Factors is summarisedin a corporate policy which has been approvedby the Corporate Executive Committee,Box 2. The policy emphasises theneed <strong>for</strong> all Ericsson products to have aprofessional design with regard to user requirements.It also expresses the need <strong>for</strong>co-ordination in these issues between thedifferent corporate units.A principal criteria put into practice is thatspecifications about usability <strong>and</strong> functionalityare integrated, at an early stage, intothe development process of completelynew or existing products.The Technical Committee <strong>for</strong>Human FactorsEricsson Technology Council (ETC) coordinatesthe follow-up of technical developmentsin general, <strong>and</strong> also the provisionof new technology within Ericsson. Thistask is per<strong>for</strong>med via a number of researchcentres, application labs <strong>and</strong> a series ofspecialised technical committees. TheTechnical Committee <strong>for</strong> Human Factors(TUHF) is one of these committees.TUHF's task is to strengthen Ericsson'scompetence within the area of HumanFactors <strong>and</strong> to ensure a uni<strong>for</strong>m corporateprofile.TUHF, through a network of contacts, bothwithin Ericsson <strong>and</strong> with external institu-