Sensory Evaluation Techniques
Kaup valmöguleikar
The sixth edition of this classic text brings sensory evaluation to life for new students and experienced professionals alike. A full array of sensory methods is covered – including descriptive techniques, discrimination testing, and consumer research, plus guidance on test design, statistical analysis, and how to translate results into insights for actionable decisions. Like its predecessors, Sensory Evaluation Techniques, Sixth Edition gives a clear and concise presentation of practical solutions, accepted methods, and standard practices, in addition to advanced techniques.
What’s new in the sixth edition: An expanded chapter on Sensory Physiology, including recent research on individual differences in perception A thorough discussion of Thurstonian theory and its application to discrimination methods, including the Tetrad Test New sections on technology in sensory evaluation, including a discussion of software options for data collection Improved & updated case studies to aid learning comprehension Updated appendices for Spectrum Method attributes, references, and scales Updated references Online supplemental content Sensory Evaluation Techniques remains a practical, relevant, and flexible resource, providing how-to information for a wide variety of users in industry, government, and academia who need the most current information to conduct effective sensory research.
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- Taylor & Francis
- 9781040112960
- 9781032399416
- ePub
- 6
- Gail Vance Civille; B. Thomas Carr; Katie E. Osdoba
- English
- 2024-09-16
- 100
- 2
- 2
Kaflar
- 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