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Physical Design: A perfect set of 77 UX Heuristics

July 22, 2021Freebies2 min read
Table of contents
  1. Key takeaways
  2. The 77 product design heuristics

Most usability heuristics target screens. This set of 77 is built for physical and product design, a rare, evidence-based toolkit for the physical world.

Quick answer

These are 77 UX heuristics for physical and product design, drawn from the evidence-based design research of McKilligan, Daly, Seifert and Gonzalez. Classic heuristics (Nielsen’s 10, Shneiderman’s 8, ISO 9241) focus on digital interfaces; this set fills the gap for physical products. Use it as a menu of design moves to generate ideas and to measure a product’s usability, ergonomics and innovation. You do not have to apply all 77; pull the clusters you need.

Key takeaways

  • Heuristic analysis is a core UX research method, and it guides usability testing.
  • Common heuristics (Nielsen, Shneiderman, ISO 9241) mostly target digital design.
  • This 77-item set is for physical and product design, useful with IoT and hardware.
  • It comes from the paper 'Evidence-based design heuristics for idea generation' (Yilmaz et al., Design Studies, 2016).
  • Treat it as a toolbox: pull smaller clusters, do not force all 77.

The 77 product design heuristics

  1. Add levels
  2. Add motion
  3. Add natural features
  4. Add to existing product
  5. Adjust function through movement
  6. Adjust functions for specific users
  7. Align components around center
  8. Allow user to assemble
  9. Allow user to customize
  10. Allow user to rearrange
  11. Allow user to reorient
  12. Animate
  13. Apply mechanism in new way
  14. Attach independent functional components
  15. Attach product to user
  16. Bend
  17. Build user community
  18. Change direction of access
  19. Change flexibility
  20. Change geometry
  21. Change product lifetime
  22. Change surface properties
  23. Compartmentalize
  24. Contextualize
  25. Convert 2-D material to 3-D object
  26. Convert for second function
  27. Cover or wrap
  28. Create service
  29. Create system
  30. Divide continuous surface
  31. Elevate or lower
  32. Expand or collapse
  33. Expose interior
  34. Extend surface
  35. Flatten
  36. Fold
  37. Hollow out
  38. Impose hierarchy on functions
  39. Incorporate environment
  40. Incorporate user input
  41. Layer
  42. Make components attach/detachable
  43. Make multifunctional
  44. Make product recyclable
  45. Merge surfaces
  46. Mimic natural mechanisms
  47. Mirror or array
  48. Nest
  49. Offer optional components
  50. Provide sensory feedback
  51. Reconfigure
  52. Redefine joints
  53. Reduce material
  54. Repeat
  55. Repurpose packaging
  56. Roll
  57. Rotate
  58. Scale up or down
  59. Separate functions
  60. Simplify
  61. Slide
  62. Stack
  63. Substitute way of achieving function
  64. Synthesize functions
  65. Telescope
  66. Twist
  67. Unify
  68. Use common base for components
  69. Use continuous material
  70. Use different energy source
  71. Use human-generated power
  72. Use multiple components in one function
  73. Use packaging as functional component
  74. Use repurposed or recycled materials
  75. Utilize inner space
  76. Utilize opposite surface
  77. Visually distinguish functions
Source

Yilmaz, S., McKilligan, S., Daly, S., Seifert, C. and Gonzalez, R. Evidence-based design heuristics for idea generation. Design Studies, 2016. The original set is 70 heuristics, with 7 that subdivide one of the others, totaling 77.

What are design heuristics?

Mental shortcuts that capture strategies which tend to lead to workable solutions. In design, they are recurring moves distilled from many successful products.

Why use heuristics for physical design?

Because most usability heuristics (Nielsen, Shneiderman, ISO 9241) target digital interfaces, leaving physical and product design without a shared, evidence-based toolkit. This set fills that gap.

Do you have to use all 77 heuristics?

No. Treat them as a menu. Pull smaller clusters relevant to your product’s usability, ergonomics or innovation goals.

Where do these 77 heuristics come from?

From the paper ‘Evidence-based design heuristics for idea generation’ by Yilmaz, McKilligan, Daly, Seifert and Gonzalez, published in Design Studies in 2016.

How do heuristics relate to usability testing?

Heuristic analysis defines the parameters you evaluate against, which then guides usability testing. It is part of any solid UX research toolbox.

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