Sensory Evaluation Techniques

Höfundur Gail Vance Civille; B. Thomas Carr; Katie E. Osdoba

Útgefandi Taylor & Francis

Snið ePub

Print ISBN 9781032389080

Útgáfa 6

Útgáfuár 2025

21.290 kr.

Description

Efnisyfirlit

  • Cover
  • Half Title
  • Title
  • Copyright
  • Dedication
  • Contents
  • Preface to the Sixth Edition
  • Acknowledgments
  • Authors
  • In Memory of Morten Meilgaard, D.Sc.
  • In Memory of Clare A. Dus
  • 1 Introduction to Sensory Techniques
  • 1.0 Learning Objectives
  • 1.1 Introduction
  • 1.2 History and Development of Sensory Evaluation
  • 1.3 The Science of Sensory
  • 1.3.1 Human Assessors as Instruments
  • 1.3.2 The Process of Sensory Perception
  • 1.4 The Sensory Toolbox
  • 1.5 Applications of Sensory Evaluation
  • 1.6 Designing and Conducting a Sensory Study
  • References
  • 2 Physiology: Sensory Attributes and the Way We Perceive Them
  • 2.0 Learning Objectives
  • 2.1 Introduction
  • 2.2 Sense of Sight (Vision)
  • 2.2.1 Physiological Basis of Vision
  • 2.2.2 Individual Differences
  • 2.2.3 Application to Sensory Evaluation – Appearance
  • 2.2.4 Appearance Attributes
  • 2.3 Sense of Hearing (Audition)
  • 2.3.1 Physiological Basis of Audition
  • 2.3.2 Individual Differences
  • 2.3.3 Application to Sensory Evaluation – Sound
  • 2.3.4 Sound Attributes
  • 2.4 Sense of Touch (Somesthesis)
  • 2.4.1 Physiological Basis of Touch
  • 2.4.2 Individual Differences
  • 2.4.3 Application to Sensory Evaluation – Texture and Feel
  • 2.4.4 Texture and Feel Attributes
  • 2.5 Sense of Smell (Olfaction)
  • 2.5.1 Physiological Basis of Olfaction
  • 2.5.2 Individual Differences
  • 2.5.3 Application to Sensory Evaluation – Aroma, Flavor, Fragrance
  • 2.5.4 Odor Attributes
  • 2.6 Sense of Taste (Gustation)
  • 2.6.1 Physiological Basis of Gustation
  • 2.6.2 Individual Differences
  • 2.6.3 Application to Sensory Evaluation – Basic Tastes
  • 2.6.4 Basic Taste Attributes
  • 2.7 Chemesthesis
  • 2.7.1 Physiological Basis of Chemesthesis
  • 2.7.2 Individual Differences
  • 2.7.3 Application to Sensory Evaluation – Chemical Feeling Factors
  • 2.7.4 Chemical Feeling Factor Attributes
  • 2.8 Flavor Perception and Other Cross-Modal Interactions
  • References
  • 3 Psychophysics
  • 3.0 Learning Objectives
  • 3.1 Introduction
  • 3.2 Psychophysics and Sensory Evaluation
  • 3.2.1 Fechner’s Law
  • 3.2.2 Stevens’ Law
  • 3.2.3 Beidler Model
  • 3.2.4 Thurstonian Theory
  • 3.2.5 Signal Detection Theory
  • 3.3 Sensory Thresholds
  • 3.3.1 Definitions
  • 3.3.2 Methods of Threshold Determination
  • 3.4 Factors Influencing Sensory Verdicts
  • 3.4.1 Physiological Factors
  • 3.4.2 Psychological Factors
  • 3.4.3 Poor Physical Condition
  • References
  • 4 Facility Design and Test Controls
  • 4.0 Learning Objectives
  • 4.1 Introduction
  • 4.2 Facility Design
  • 4.2.1 Facility Layout
  • 4.2.2 General Design Factors
  • 4.3 Product Controls
  • 4.3.1 Sensory Technicians
  • 4.3.2 Sample Preparation
  • 4.3.3 Sample Presentation
  • 4.3.4 Product Sampling
  • 4.4 Assessor Controls
  • 4.4.1 Training or Orientation
  • 4.4.2 Time of Day
  • 4.4.3 Testing Environment
  • Appendix: Considerations for Selecting External Testing Facilities
  • References
  • 5 Data Collection and Management
  • 5.0 Learning Objectives
  • 5.1 Introduction
  • 5.2 Sensory Measurement and Data Collection
  • 5.2.1 Types of Data
  • 5.2.2 Methods for Measuring Sensory Responses
  • 5.2.3 Scales Used in Sensory Evaluation
  • 5.3 Data Management
  • 5.3.1 Importance of Data Management
  • 5.3.2 The Data Life Cycle
  • 5.3.3 Data Collection
  • 5.3.4 Data Storage
  • 5.3.5 Data Processing and Cleaning
  • 5.3.6 Data Control
  • References
  • 6 Overall Discrimination Tests
  • 6.0 Learning Objectives
  • 6.1 Introduction
  • 6.2 Test Planning
  • 6.2.1 Assessors in Discrimination Tests
  • 6.2.2 Test Parameters
  • 6.2.3 Test Controls
  • 6.2.4 Data Analysis
  • 6.3 Methods
  • 6.3.1 Tetrad Test
  • 6.3.2 Triangle Test
  • 6.3.3 Duo-Trio Test
  • 6.3.4 Two-Out-of-Five Test
  • 6.3.5 Same/Different Test (or Simple Difference Test)
  • 6.3.6 “A”–“not A” Test
  • 6.3.7 Difference-from-Control Test
  • 6.3.8 Sequential Tests
  • 6.3.9 Replicated Tests
  • References
  • 7 Attribute Discrimination Tests
  • 7.0 Learning Objectives
  • 7.1 Introduction
  • 7.2 Directional Difference Test: Comparing Two Samples
  • 7.2.1 Scope and Application
  • 7.2.2 Assessors
  • 7.2.3 Test Procedure
  • 7.2.4 Analysis and Interpretation of Results
  • 7.3 Specified Tetrad Test: Comparing Two Samples on a Specified Attribute Using the Method of Tetrads
  • 7.3.1 Scope and Application
  • 7.3.2 Test Procedure
  • 7.3.3 Analysis and Interpretation of Results
  • 7.4 Pairwise Ranking Test: Comparing Several Samples in All Possible Pairs
  • 7.4.1 Scope and Application
  • 7.4.2 Test Procedure
  • 7.4.3 Analysis and Interpretation of Results
  • 7.5 Introduction: Multisample Difference Tests – Block Designs
  • 7.5.1 Randomized (Complete) Block Designs
  • 7.5.2 Balanced Incomplete Block (BIB) Designs
  • 7.6 Multisample Difference Tests – Methods
  • 7.6.1 Simple Ranking Test, Randomized (Complete) Block Design
  • 7.6.2 Rating Approach, Randomized (Complete) Block Design
  • 7.6.3 BIB Ranking Test, Balanced Incomplete Block Design
  • 7.6.4 BIB Rating Approach, Balanced Incomplete Block Design
  • References
  • 8 Selection and Training of Panel Members
  • 8.0 Learning Objectives
  • 8.1 Introduction
  • 8.2 Panel Development
  • 8.2.1 Personnel
  • 8.2.2 Facilities
  • 8.2.3 Investment
  • 8.3 Selection and Training of Panelists for Discrimination Tests
  • 8.3.1 Selection
  • 8.3.2 Training
  • 8.4 Selection and Training of Panelists for Descriptive Testing
  • 8.4.1 Recruiting
  • 8.4.2 Selection
  • 8.4.3 Training
  • 8.4.4 Validation
  • 8.5 Panel Performance and Motivation
  • 8.5.1 Discrimination Panel Performance
  • 8.5.2 Overall Panel Performance – Descriptive Analysis
  • 8.5.3 Individual Panelist Performance – Descriptive Analysis
  • 8.5.4 Panelist Feedback, Rewards, and Motivation
  • 8.5.5 Panel Maintenance and Troubleshooting
  • References
  • 9 Descriptive Analysis Techniques
  • 9.0 Learning Objectives
  • 9.1 Introduction
  • 9.2 Field of Application
  • 9.3 Components of Descriptive Analysis
  • 9.3.1 Characteristics: The Qualitative Aspect
  • 9.3.2 Intensity: The Quantitative Aspect
  • 9.3.3 Order of Appearance: The Time Aspect
  • 9.3.4 Overall Impression: The Integrated Aspect
  • 9.4 Commonly Used Descriptive Test Methods with Trained Panels
  • 9.4.1 Flavor Profile Method
  • 9.4.2 Texture Profile Method
  • 9.4.3 Quantitative Descriptive Analysis (QDA®) Method
  • 9.4.4 Spectrum Descriptive Analysis Method
  • 9.4.5 Temporal Methods of Descriptive Analysis
  • 9.5 Commonly Used Descriptive Test Methods with Untrained Panels
  • 9.5.1 Free-Choice Profiling
  • 9.5.2 Flash Profiling
  • 9.5.3 Projective Mapping (Napping)
  • 9.5.4 Sorting
  • 9.5.5 Polarized Sensory Positioning
  • 9.5.6 Free-JAR
  • 9.6 Application of Descriptive Analysis Panel Data
  • References
  • 10 Spectrum Descriptive Analysis
  • 10.0 Learning Objectives
  • 10.1 Introduction: Designing a Descriptive Method
  • 10.1.1 History
  • 10.1.2 Philosophy
  • 10.2 Core Tenets of Spectrum Descriptive Analysis
  • 10.2.1 Core Tenet 1: A Good Panel Leader is Essential
  • 10.2.2 Core Tenet 2: Panelists are Highly Trained
  • 10.2.3 Core Tenet 3: The Panel is Cared For
  • 10.2.4 Core Tenet 4: A Universal Scaling Framework is Used
  • 10.2.5 Core Tenet 5: Attributes are Clearly Defined
  • 10.2.6 Core Tenet 6: References are Used
  • 10.2.7 Core Tenet 7: Data are Regularly Checked for Quality
  • 10.2.8 Core Tenet 8: Data are Interpreted
  • 10.2.9 Core Tenet 9: Support Systems are in Place
  • 10.3 Spectrum Terminology and Lexicon Development
  • 10.3.1 The Process
  • 10.3.2 A Note on Texture Terms
  • 10.3.3 Published Lexicons
  • 10.4 Evaluation Protocols
  • 10.5 Intensity: Universal Scaling Framework
  • 10.5.1 Universal Scaling of Texture Attributes
  • 10.5.2 Features of Universally Scaled Data
  • 10.6 Analysis and Interpretation of Spectrum Descriptive Analysis Data
  • 10.6.1 What Makes Spectrum Method Descriptive Data Different?
  • 10.6.2 Individual vs. Consensus Data Collection
  • 10.6.3 Analysis Techniques
  • 10.6.4 Connecting Technical Terms to Consumer Terms
  • 10.7 Modified Spectrum Descriptive Analysis
  • 10.8 Advanced Applications of Spectrum Descriptive Analysis
  • 10.8.1 Degree of Difference
  • 10.8.2 Complexes
  • 10.8.3 Integrated Terms
  • 10.8.4 Sensory Quality and Shelf-Life
  • 10.8.5 Malodor Testing
  • 10.9 Combining Spectrum Descriptive Data with Other Sources of Data
  • 10.9.1 Qualitative and Quantitative Consumer Data
  • 10.9.2 Instrumental Data
  • Appendix 10.1 Spectrum Terminology for Descriptive Analysis (Appearance)
  • 10.1a Optical Characteristics
  • 10.1b Physical Characteristics
  • Appendix 10.2 Spectrum Terminology for Descriptive Analysis (Food and Beverage Flavor)
  • 10.2a Aroma and Aromatics
  • 10.2b Basic Tastes
  • 10.2c Chemical Feeling Factors
  • Appendix 10.3 Spectrum Terminology for Descriptive Analysis (Food Texture)
  • 10.3a Semi-Solid Foods
  • 10.3b Solid Foods
  • 10.3c Liquids
  • 10.3d Residual Texture
  • Appendix 10.4 Spectrum Terminology for Descriptive Analysis (Fragrance and Malodor)
  • 10.4a Grape Juice Intensity Scale for Aroma
  • 10.4b Common Fragrance Terms
  • 10.4c Common Malodor Terms
  • Appendix 10.5 Spectrum Terminology for Descriptive Analysis (Hand/Body Lotion Protocol and References)
  • 10.5a Appearance
  • 10.5b Pick Up
  • 10.5c Rub Out
  • 10.5d Afterfeel (Immediate) Additional Time Points 5, 10, 15, or 20 Minutes as Needed
  • Appendix 10.6 Spectrum Terminology for Descriptive Analysis (Paper Protocol and References)
  • Appendix 10.7 Spectrum Terminology for Descriptive Analysis (Hair Shampoo Protocol and References)
  • 10.7a Appearance
  • 10.7b Pick Up
  • 10.7c Application and Lather Evaluation
  • 10.7d Rinsing Procedure and Wet Tress Evaluation
  • 10.7e Drying Procedure and Dry Tress Evaluation
  • References
  • 11 Affective Testing: Product Research with Consumers
  • 11.0 Learning Objectives
  • 11.1 Introduction
  • 11.2 Applications of Affective Testing
  • 11.2.1 Product Maintenance and Quality Control
  • 11.2.2 Product Improvement and Optimization
  • 11.2.3 New Product Development
  • 11.2.4 Innovation, Including at the Fuzzy Front End
  • 11.2.5 Assessment of Market Potential
  • 11.2.6 Competitive Intelligence: Category Review/Benchmarking
  • 11.2.7 Communication and Advertising Claims Support
  • 11.3 Considerations When Designing Product Research with Consumers
  • 11.3.1 Choosing the Right Method
  • 11.3.2 Selecting Stimuli/Samples for the Research
  • 11.3.3 Selecting Participants for the Research
  • 11.3.4 Choosing the Most Relevant Venue/Context for Testing
  • 11.4 Quantitative Consumer Research in Practice
  • 11.4.1 Applications
  • 11.4.2 Design Considerations for Quantitative Affective Tests
  • 11.4.3 Types of Quantitative Affective Tests
  • 11.5 Qualitative Research in Practice
  • 11.5.1 Applications
  • 11.5.2 Design Considerations for Qualitative Affective Tests
  • 11.5.3 Types of Qualitative Affective Tests
  • 11.5.4 Interpreting Results
  • 11.6 Consumer Research in Conjunction with Other Sensory Techniques
  • References
  • 12 Basic Statistical Methods
  • 12.0 Learning Objectives
  • 12.1 Introduction
  • 12.2 Summarizing Sensory Data
  • 12.2.1 Summary Analysis of Data in the Form of Ratings
  • 12.2.2 Estimating the Proportion of a Population That Possesses a Particular Characteristic
  • 12.2.3 Confidence Intervals on μ and p
  • 12.2.4 Other Interval Estimates
  • 12.2.5 Data Transformations
  • 12.3 Statistical Hypothesis Testing
  • 12.3.1 Statistical Hypotheses
  • 12.3.2 One-Sided and Two-Sided Hypotheses
  • 12.3.3 Type I and Type II Errors
  • 12.3.4 Examples: Tests on Means, Standard Deviations, and Proportions
  • 12.4 Statistical Design of Sensory Panel Studies
  • 12.4.1 Sampling: Replication versus Multiple Observations
  • 12.4.2 Blocking an Experimental Design
  • 12.4.3 Randomized (Complete) Block Designs
  • 12.4.4 Balanced Incomplete Block Designs
  • 12.4.5 Latin-Square Designs
  • 12.4.6 Split-Plot Designs
  • 12.4.7 A Simultaneous Multiple Comparison Procedure
  • Appendix 12.1 Probability
  • Appendix 12.1A Normal Distribution
  • Appendix 12.1B Binomial Distribution
  • References
  • 13 Advanced Statistical Methods
  • 13.0 Learning Objectives
  • 13.1 Introduction
  • 13.2 Data Relationships
  • 13.2.1 All Independent Variables
  • 13.2.2 Dependent and Independent Variables
  • 13.3 Preference Mapping
  • 13.3.1 Internal Preference Mapping
  • 13.3.2 External Preference Mapping
  • 13.3.3 Partial Least-Squares Mapping
  • 13.4 Treatment Structure of an Experimental Design
  • 13.4.1 Factorial Treatment Structures
  • 13.4.2 Fractional Factorials and Screening Studies
  • 13.4.3 Conjoint Analysis
  • 13.4.4 Response Surface Methodology
  • References
  • 14 Guidelines for Choice of Technique
  • 14.1 Introduction
  • 14.2 Define the Project Objective
  • 14.3 Define the Test Objective
  • 14.4 Review Project Objective and Test Objectives: Revise Test Design as Needed
  • 15 Guidelines for Reporting Results
  • 15.0 Learning Objectives
  • 15.1 Introduction
  • 15.1.1 Qualities of a Good Report
  • 15.1.2 Types of Reports
  • 15.2 Anatomy of the Report
  • 15.2.1 Part 1: Summary or Abstract
  • 15.2.2 Part 2: Objectives and Introduction
  • 15.2.3 Part 3: Materials and Methods
  • 15.2.4 Part 4: Results and Discussion
  • 15.3 Graphical Presentation of Data
  • 15.3.1 Introduction
  • 15.3.2 General Guidelines for Graphing Data
  • 15.3.3 Common Graphs and Examples
  • 15.4 Example Reports (Tables 15.2 Through 15.4)
  • References
  • 16 Sensory Evaluation in Quality Assurance/Quality Control
  • 16.0 Learning Objectives
  • 16.1 Introduction
  • 16.1.1 What Is Quality, and Why Is It Important?
  • 16.1.2 The Quality Ecosystem
  • 16.1.3 The Role of Sensory in Quality
  • 16.1.4 Stakeholder Groups in a QA/QC Program
  • 16.1.5 General Design Principles of a Sensory Quality Program
  • 16.1.6 Overview: Choice of Methodology
  • 16.2 Starting the Journey – Gathering Information for the Sensory Quality Program
  • 16.2.1 Defining Program Objectives
  • 16.2.2 Understanding the Product(s)
  • 16.2.3 Gathering Information about Current Production Processes
  • 16.2.4 Understanding Resource Needs
  • 16.2.5 Anticipating Implementation Challenges
  • 16.3 Defining Sensory Quality Parameters
  • 16.3.1 Choosing Control Points
  • 16.3.2 Putting Together a Team
  • 16.3.3 Understanding Product Variability
  • 16.3.4 Defining the Control Product
  • 16.3.5 Reviewing Key Defects
  • 16.3.6 Decision-Making
  • 16.3.7 Establishing Specifications and Action Standards
  • 16.4 Choosing the Right Methodology
  • 16.5 Three Methods Commonly Used In Sensory Quality Programs
  • 16.5.1 In-Out
  • 16.5.2 Difference from Control
  • 16.5.3 Attribute Descriptive
  • 16.6 Program Implementation
  • 16.6.1 Ensuring Program Success
  • 16.6.2 Panelist Selection and Training
  • 16.6.3 Sampling
  • 16.6.4 Documentation and Reporting Procedures
  • 16.6.5 Escalation Procedures
  • 16.6.6 Ongoing Program Monitoring and Maintenance
  • 16.7 Controls, References, And Gold Standards
  • 16.7.1 Selecting a Control Sample
  • 16.7.2 Control Storage and Renewal
  • 16.8 Special Considerations
  • 16.8.1 Sensory Quality for Personal and Home Care Products
  • 16.8.2 Working with Co-Manufacturers
  • 16.8.3 Highly Perishable Products
  • References
  • 17 Advanced Consumer Research Techniques
  • 17.0 Learning Objectives
  • 17.1 Introduction
  • 17.2 Uncovering Unarticulated Needs at the Front End of Innovation
  • 17.2.1 Definition and Purpose
  • 17.2.2 Applications
  • 17.2.3 Tools and Techniques
  • 17.2.4 Design of Research
  • 17.2.5 Data Analysis and Mining
  • 17.3 Exploring Consumer Experiences and Choices through the Product Lifecycle
  • 17.3.1 Definition and Purpose
  • 17.3.2 Applications
  • 17.3.3 Tools and Techniques
  • 17.3.4 Design of Research
  • 17.3.5 Data Analysis and Mining
  • 17.4 Commissioning the Consumer in the Design of New Products
  • 17.4.1 Definition and Purpose
  • 17.4.2 Applications
  • 17.4.3 Tools and Techniques
  • 17.5 Product Renovation: Capturing the Iconic Experience
  • 17.5.1 Definition and Purpose
  • 17.5.2 Applications
  • 17.5.3 Tools and Techniques
  • 17.5.4 Design of Research
  • 17.5.5 Data Analysis and Mining
  • 17.6 Benefit Perception Beyond Liking
  • 17.6.1 Definition and Purpose
  • 17.6.2 Applications
  • 17.6.3 Tools and Techniques
  • 17.6.4 Design of Research
  • 17.7 Category Appraisals, Key Drivers Studies, Preference Mapping, and Sensory Segmentation
  • 17.7.1 Definition and Purpose
  • 17.7.2 Applications
  • 17.7.3 Tools and Techniques
  • 17.7.4 Design of Research
  • 17.8 Use of Consumer Data to Inform Shelf Life or Quality Assurance Limits
  • 17.8.1 Definition and Purpose
  • 17.8.2 Applications
  • 17.8.3 Tools and Techniques
  • 17.8.4 Design of Research
  • 17.9 Substantiation of Advertising Claims
  • 17.9.1 Introduction
  • 17.9.2 Types of Claims
  • 17.9.3 Types of Claims Testing
  • 17.9.4 Managing the Claims Process
  • 17.9.5 Cautions and Things to Consider
  • 17.10 Additional Resources
  • References
  • 18 Statistical Tables
  • Table 18.1 Random Orders of the Digits 1–9: Arranged in Groups of Three Columns
  • Table 18.2 Standard Normal Distribution
  • Table 18.3 Upper-α Probability Points of Student’s t-Distribution (Entries are tα:ν)
  • Table 18.4 Percentage Points of the Studentized Range: Upper-α Critical Values for Tukey’s HSD Multiple Comparison Procedure Instructions
  • Table 18.5 Upper-α Probability Points of χ2-Distribution (Entries are χ2α:ν)
  • Table 18.6 Upper-α Probability Points of F-Distribution (Entries are Fα:ν1, ν2)
  • 19 Practical Sensory Problems
  • 19.1 Introduction
  • Appendix 19.1 Moderator Guide for Grated Italian Cheese Groups (Scenario 4)
  • References
  • Index

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