presentation sensometrics g ares final.ppt [mode de compatibilité] · 2012. 7. 31. · title:...
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Penalty analysis based on CATA questions to identify Penalty analysis based on CATA questions to identify drivers of liking and directions for product drivers of liking and directions for product
reformulationreformulation
Gastón AresGastón Ares11, Cecilia Dauber, Cecilia Dauber11, Elisa Fernández, Elisa Fernández11, Ana Giménez, Ana Giménez11, , Paula VarelaPaula Varela22
1 Facultad de Química. Universidad de la República. Montevideo, Uruguay
2 Instituto de Agroquímica y Tecnología de Alimentos, Valencia, Spain.Instituto de Agroquímica y Tecnología de Alimentos, Valencia, Spain.
1111th Sensometrics, 10-13 July 2012, Rennes,
France
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IntroductionIntroduction
DuringDuring newnew productproduct developmentdevelopment oneone ofof thethe challengeschallenges forfor
IntroductionIntroduction
DuringDuring newnew productproduct developmentdevelopment,, oneone ofof thethe challengeschallenges forforSensorySensory && ConsumerConsumer ScienceScience isis toto provideprovide actionableactionableinformationinformation forfor specificspecific changeschanges inin productproduct formulationformulation((MoskowitzMoskowitz && HartmannHartmann 20082008))((MoskowitzMoskowitz && HartmannHartmann,, 20082008))..
ManyMany strategiesstrategies havehave beenbeen usedused inin productproduct optimizationoptimization forforidentifyingidentifying driversdrivers ofof likingliking andand idealideal productsproducts::identifyingidentifying driversdrivers ofof likingliking andand idealideal productsproducts::
PreferencePreference mappingmapping basedbased onon sensorysensorycharacterizationcharacterization ofof thethe productsproducts (van(van KleefKleef etet alal..,, 20062006))..characterizationcharacterization ofof thethe productsproducts (van(van KleefKleef etet alal..,, 20062006))..
ConsumerConsumer--basedbased sensorysensory characterizationscharacterizations ((DooleyDooley etet alal..,,
20102010;; AresAres etet alal..,, 20102010;; VarelaVarela && Ares,Ares, 20122012))..))
ConsumersConsumers’’ descriptiondescription ofof thethe idealideal productproduct
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JustJust--aboutabout--rightright scalesscales (JAR)(JAR)
ConsumersConsumers evaluateevaluate aa setset ofof attributesattributes asas deviationsdeviations fromfromthethe idealideal ((LawlessLawless && HeymannHeymann,, 20102010))..(( yy ,, ))
SimpleSimple andand commoncommon approachapproach
PenaltyPenalty analysisanalysis enablesenables thethe identificationidentification ofof directionsdirections forforproductproduct reformulationreformulation ((XiongXiong && MeullenetMeullenet,, 20062006))..
TheyThey havehave raisedraised severalseveral concernsconcerns regardingregarding theirtheirinfluenceinfluence onon overalloverall likingliking scoresscores ((EplerEpler etet alal..,,19981998;; PopperPopper etet alal..,,influenceinfluence onon overalloverall likingliking scoresscores ((EplerEpler etet alal..,,19981998;; PopperPopper etet alal..,,
20042004))..
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IdealIdeal profileprofile methodmethod
ConsumersConsumers raterate thethe intensityintensity ofof aa setset ofof attributesattributes forfor thetheConsumersConsumers raterate thethe intensityintensity ofof aa setset ofof attributesattributes forfor thethesamplessamples andand theirtheir idealideal productproduct usingusing scalesscales ((WorchWorch etet alal..,,
20102010;; WorchWorch etet alal..,, 20122012a,a, 20122012b)b)..
IdealIdeal productproduct descriptionsdescriptions areare similarsimilar toto thethe mostmost likedlikedproductsproducts..pp
ProvidesProvides actionableactionable informationinformation forfor productproduct reformulationreformulation..
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CheckCheck--allall--thatthat--applyapply (CATA)(CATA) questionsquestions
HaveHave gainedgained popularitypopularity forfor sensorysensory characterizationcharacterization ofofHaveHave gainedgained popularitypopularity forfor sensorysensory characterizationcharacterization ofoffoodfood productsproducts withwith consumersconsumers (Adams(Adams etet alal..,, 20072007;; DooleyDooley etet alal..,,
20102010;; AresAres etet alal..,, 20102010;; AresAres etet alal..,, 20112011))..
ConsumersConsumers areare presentedpresented aa listlist ofof termsterms andand areare askedasked totocheckcheck allall thethe termsterms theythey considerconsider appropriateappropriate toto describedescribeaa samplesampleaa samplesample..
Quick,Quick, simplesimple andand easyeasy tasktask forfor consumersconsumers (Adams(Adams etet alal..,,20072007))..
ItIt hashas beenbeen usedused toto describedescribe consumersconsumers’’ idealideal productproduct((CowdenCowden etet alal..,, 20092009;; AresAres etet alal..,, 20112011))..
Penalty/rewardPenalty/reward analysisanalysis forfor emotionalemotional termsterms ((PlaehnPlaehn,, 20122012))..
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AimAim ofof thethe studystudyAimAim of of thethe studystudy
ApplyApply penaltypenalty analysisanalysis basedbased onon consumerconsumerresponsesresponses toto aa CATACATA questionquestion aboutabout aa setset ofofsamplessamples andand theirtheir idealideal productproduct toto identifyidentify driversdriverssamplessamples andand theirtheir idealideal productproduct toto identifyidentify driversdriversofof likingliking andand directionsdirections forfor productproduct reformulationreformulation..
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MaterialsMaterials andand methodsmethodsMaterialsMaterials and and methodsmethods
StudyStudy 11:: YogurtsYogurtsyy gg
oo 7474 consumersconsumers evaluatedevaluated 88 yogurtsyogurts formulatedformulatedfollowingfollowing aa 2233 fullfull factorialfactorial designdesign forfor fatfat contentcontent,,gg gggelatingelatin andand starchstarch..
oo TheyThey triedtried thethe yogurts,yogurts, ratedrated theirtheir texturetexture likingliking usingusingaa 99--pointpoint hedonichedonic scalescale andand answeredanswered aa CATACATAquestionquestion composedcomposed ofof 1616 texturetexture termsterms
ThTh ll dd thth CATACATA titi ff th ith i id lid loo TheyThey alsoalso answeredanswered thethe CATACATA questionquestion forfor theirtheir idealidealyogurtyogurt..
Smooth Viscous Homogeneous LiquidSmooth Viscous Homogeneous Liquid
Lumpy Creamy Sticky Rough
Gummy Thick Gelatinous Firm
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Heterogeneous Consistent Runny Mouth-coating
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StudyStudy 22:: ApplesApplesyy pppp
oo 119119 consumersconsumers evaluatedevaluated 55 commercialcommercial appleapplecultivarscultivars..
oo TheyThey triedtried thethe applesapples,, ratedrated theirtheir overalloverall likingliking usingusing aa99--pointpoint hedonichedonic scalescale andand answeredanswered aa CATACATA questionquestioncomposedcomposed ofof 1515 odourodour,, flavourflavour andand texturetexture termsterms
oo TheyThey alsoalso answeredanswered thethe CATACATA questionquestion forfor theirtheir idealidealllappleapple..
Firm Sour Odourless Juicy CrispyFirm Sour Odourless Juicy Crispy
Tasteless Sweet Flavoursome Mealy Bitter
Coarse Apple flavour Apple odour Soft Astringent
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DataData analysisanalysisyy
oo OverallOverall likingliking scoresscores•• ANOVAANOVAANOVAANOVA•• ClusterCluster analysisanalysis onon datadata fromfrom StudyStudy 22
CATACATA iioo CATACATA questionquestion•• FrequencyFrequency ofof useuse•• Cochran’sCochran’s QQ testtest•• Cochran sCochran s QQ testtest•• CorrespondenceCorrespondence analysisanalysis
oo PenaltyPenalty analysisanalysis
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oo PenaltyPenalty analysisanalysis
•• DummyDummy variablevariable approachapproach
Consumer Sample Firm Sour Odourless Juicy AstringentConsumer Sample Firm Sour Odourless Juicy … Astringent
1 Crisp Pink 0 1 0 1 … 0
1 … … … … … … …0 i di t th t th tt ib t d t… … … … … … … …
119 Royal gala … … … … … …
0: indicates that the attribute was used todescribe the sample as in the ideal product
1: indicates that the attribute was used differently
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yto describe the sample and the ideal product
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oo PenaltyPenalty analysisanalysis
•• TheThe percentagepercentage ofof consumersconsumers whowho usedused anan attributeattributedifferentlydifferently forfor describingdescribing eacheach samplesample andand thethe idealidealproductproduct
ThresholdThreshold:: 2020%% ((XiongXiong && MeullenetMeullenet,, 20062006;; PlaehnPlaehn,, 20122012))..
•• MeanMean dropdrop associatedassociated withwith thethe deviationdeviation fromfrom thetheidealideal..
KruskalKruskal--WallisWallis testtestKruskalKruskal WallisWallis testtest
•• PartialPartial--leastleast squaressquares (PLS)(PLS) regressionregressionOverallOverall likingliking asas dependentdependent variablevariable andand dummydummyOverallOverall likingliking asas dependentdependent variablevariable andand dummydummyvariablesvariables asas regressorsregressors ((XiongXiong && MeullenetMeullenet,, 20062006))..
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ResultsResultsResultsResults
StudyStudy 11:: YogurtsYogurts
TextureTexture likingliking scoresscores
7
5.6 a5.2 a,b
5.6 a5.9 a
5.3 a,b
7
4.2 c,d
3.5 d
4.4 b,c5
king
(1‐9)
3
Texture li
11 2 3 4 5 6 7 8
Samples
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Samples
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FrequencyFrequency ofof useuse ofof thethe termsterms ((%%))
Attribute Sample1 2 3 4 5 6 7 8 Ideal
Smooth *** 41 53 12 38 62 64 23 45 92Lumpy *** 32 7 57 11 26 11 61 8 1Viscous ns 5 8 18 7 14 12 7 15 12Homogeneous *** 20 39 8 49 26 57 5 43 80
i id *** 3 4 23 3 4 1 22 0 3
Smoothness, Homogeneityand Creaminess main driversLiquid *** 73 4 23 3 45 1 22 0 3
Thick *** 3 32 23 49 8 43 30 51 38Gelatinous *** 1 30 4 31 0 22 0 26 0Firm *** 0 36 1 47 1 45 8 65 20
and Creaminess main driversof texture liking, in agreementwith previous studies(Pohjanheimo & Sandell, 2009;Firm 0 36 1 47 1 45 8 65 20
Sticky * 3 4 14 3 3 4 8 8 0Creamy ** 16 35 18 36 35 38 32 38 86Rough *** 24 5 46 16 9 7 46 11 0
( o ja e o & Sa de , 009;Bayarri et al., 2011).
Consistent *** 0 45 9 57 11 45 20 55 31Mouth-coating * 15 11 30 16 14 19 24 16 9Gummy ns 1 0 4 5 1 1 7 5 0Runny *** 55 11 20 3 47 5 15 0 18
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Runny 55 11 20 3 47 5 15 0 18Heterogenous *** 32 19 49 4 18 7 42 0 3
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The ideal yogurt was closeto the samples with thehighest texture liking scoreshighest texture liking scoresand far from the leastpreferred samples.
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PenaltyPenalty analysisanalysis
3
Sample 1
2scores Thick, Homogeneous and
Liquid were the most
Lumpy Homogeneous
Thick
Consistent
2exture liking
s relevant attributes.
g
Liquid
Sticky
R h
Mouth‐coating
GummyRunny
Heterogeneous
1
ean drop
inte
Smooth
ViscousGelatinous
RoughMe
Creamy0
0 10 20 30 40 50 60 70 80 90
Percentage of consumers (%)
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Recommended changes:Increase in Homogeneity and
Att ib t Sample
Increase in Homogeneity andThickness
Attribute p1 2 3 4 5 6 7 8 Ideal
Smooth *** 41 53 12 38 62 64 23 45 92Lumpy *** 32 7 57 11 26 11 61 8 1Viscous ns 5 8 18 7 14 12 7 15 12Homogeneous *** 20 39 8 49 26 57 5 43 80Liquid *** 73 4 23 3 45 1 22 0 3Thick *** 3 32 23 49 8 43 30 51 38Thick *** 3 32 23 49 8 43 30 51 38Gelatinous *** 1 30 4 31 0 22 0 26 0Firm *** 0 36 1 47 1 45 8 65 20Sticky * 3 4 14 3 3 4 8 8 0Creamy ** 16 35 18 36 35 38 32 38 86Rough *** 24 5 46 16 9 7 46 11 0Consistent *** 0 45 9 57 11 45 20 55 31Mouth coating * 15 11 30 16 14 19 24 16 9Mouth-coating * 15 11 30 16 14 19 24 16 9Gummy ns 1 0 4 5 1 1 7 5 0Runny *** 55 11 20 3 47 5 15 0 18Heterogenous *** 32 19 49 4 18 7 42 0 3
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g
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3
Sample 6
Rough
2scores
The percentage of
SmoothLumpy
Viscous
HomogeneousLiquid
GummyHeterogeneous
2exture liking
s The percentage ofconsumers whoconsidered that theattributes deviated from
ThickSticky
CreamyConsistent
1
ean drop
in te the ideal was lower than
50%. Smooth, Creamy,and Consistent were the
Thick
Gelatinous
Firm
Mouth‐coating
Runny
Me
most relevant attributes.
Runny
00 10 20 30 40 50 60 70 80 90
Percentage of consumers (%)
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Recommended changes: anincrease in smoothnees, and
i d d i
Att ib t Sample
creaminess, and a decrease inconsistency.
Attribute p1 2 3 4 5 6 7 8 Ideal
Smooth *** 41 53 12 38 62 64 23 45 92Lumpy *** 32 7 57 11 26 11 61 8 1Viscous ns 5 8 18 7 14 12 7 15 12Homogeneous *** 20 39 8 49 26 57 5 43 80Liquid *** 73 4 23 3 45 1 22 0 3Thick *** 3 32 23 49 8 43 30 51 38Thick *** 3 32 23 49 8 43 30 51 38Gelatinous *** 1 30 4 31 0 22 0 26 0Firm *** 0 36 1 47 1 45 8 65 20Sticky * 3 4 14 3 3 4 8 8 0Creamy ** 16 35 18 36 35 38 32 38 86Rough *** 24 5 46 16 9 7 46 11 0Consistent *** 0 45 9 57 11 45 20 55 31Mouth coating * 15 11 30 16 14 19 24 16 9Mouth-coating * 15 11 30 16 14 19 24 16 9Gummy ns 1 0 4 5 1 1 7 5 0Runny *** 55 11 20 3 47 5 15 0 18Heterogenous *** 32 19 49 4 18 7 42 0 3
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g
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RegressionRegression coefficientscoefficients fromfrom PLSPLS modelmodel
TSample 1 Sample 2 Sample 3 Sample 4 Sample 5 Sample 6 Sample 7 Sample 8
RegressionRegression coefficientscoefficients fromfrom PLSPLS modelmodel
TermSample 1 Sample 2 Sample 3 Sample 4 Sample 5 Sample 6 Sample 7 Sample 8% RC % RC % RC % RC % RC % RC % RC % RC
Smooth 62 -0.15 50 -0.24 82 -0.17 59 -0.21 41 -0.16 41 -0.20 77 -0.14 53 -0.14Lumpy 31 -0.31 8 - 55 -0.10 12 - 27 -0.15 12 - 59 ns 9 -Viscous 18 - 12 - 16 - 14 - 20 ns 14 - 16 - 22 -0.15Homogeneous 65 -0.13 49 -0.18 77 -0.08 39 -0.17 59 ns 28 -0.16 74 -0.10 36 nsLiquid 73 -0.14 4 - 26 -0.09 5 - 45 -0.18 4 - 24 ns 3 -Thick 38 ns 32 ns 34 ns 46 ns 35 ns 41 ns 32 ns 43 nsGelatinous 1 - 30 ns 4 - 31 ns 0 - 22 ns 0 - 26 nsFirm 20 ns 41 ns 22 ns 41 ns 19 - 46 ns 26 -0.14 55 -0.15Sticky 3 - 4 - 14 ns 3 - 3 - 4 - 8 ns 8 -Creamy 73 ns 57 -0.18 69 -0.10 58 -0.32 59 ns 51 -0.16 57 -0.19 57 -0.35Rough 24 -0.17 5 - 46 -0.09 16 - 9 - 7 - 46 -0.14 11 -Consistent 41 ns 45 ns 39 ns 41 ns 38 ns 39 -0.17 39 ns 45 -0.18Mouth-coating 22 -0.13 12 - 34 -0.10 20 ns 18 - 15 - 28 -0.11 18 -Gummy 1 - 0 - 4 - 5 - 1 - 1 - 7 - 5 -Runny 51 ns 23 ns 30 -0.09 18 - 35 -0.13 23 ns 27 -0.11 18 -Heterogenous 35 -0.15 22 ns 49 -0.12 7 - 18 - 9 - 45 -0.20 3 -Intercept 7.2 7.2 6.3 7.0 6.9 7.3 7.3 7.4Mean drop (*) 3.0 1.8 2.8 1.8 1.0 1.4 2.9 2.1
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StudyStudy 22
FrequencyFrequency ofof useuse ofof thethe termsterms ((%%)) forfor thethe wholewhole consumerconsumersamplesample
yy
pp
AttributeSample
Crisp pink Fuji Granny smith Royal gala Red delicious IdealFirm *** 68 70 66 19 18 79Juicy *** 63 76 49 51 48 92Sweet *** 32 39 5 31 61 77Bitt *** 5 10 18 6 3 2Bitter *** 5 10 18 6 3 2
Apple odour *** 13 8 8 5 8 39Sour *** 52 12 80 7 3 22
Crispy *** 66 55 46 16 11 64
Firmness, Juiciness, Sweetness,Crispiness and Apple flavour werethe main drivers of liking.py
Flavoursome *** 43 44 25 25 31 76Coarse *** 3 1 2 15 24 3
Soft *** 1 2 2 49 45 6Od l *** 13 14 14 22 14 1Odourless *** 13 14 14 22 14 1Tasteless *** 4 9 8 31 10 0
Mealy *** 1 0 1 36 58 5Apple flavour *** 45 40 14 25 37 69
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ppAstringent *** 8 7 16 3 1 7
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OverallOverall likingliking scoresscores
8.2c9
6.4 b
7.7 c7.4c
6.3 b6.7b
6.1b7
res (1‐9)
5.2a 5.2a
4.2 a5
liking scor
Cluster 1 (n=79)
Cluster 2 (n=40)
3
Overall Cluster 2 (n 40)
Cluster 1 preferred Crisp Pink andFuji apples, whereas Cluster 2preferred Red Delicious apples
1Granny Smith
Crisp Pink Royal gala Fuji Red Delicious
preferred Red Delicious apples
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Sour
1
Cluster 1 (n=79)
Astringent
Sour
G ith
Odourless
SoftMealyTasteless Coarse
BitterGranny smith
Royal galaRed delicious014
.8%)
Apple flavour
Firm Apple odour
FlavoursomeJuicy
Sweet
CrispyCrisp pink
0‐1 0 1 2
Dim 2 (
The ideal apple waslocated close to CrispApple flavourFujiIdeal located close to CrispPink and Fuji apples.Firmness, Crispinessand Apple flavour were
‐1
Dim 1 (76 8%)
and Apple flavour werethe main drivers of liking.
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Dim 1 (76.8%)
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1
Cluster 1 (n=79)
Soft
SourC
Odourless
Mealy
Apple odourAstringent
TastelessCoarse
Bitter Granny smith Royal gala
04.6%
)
Apple flavourFirm
Flavoursome
JuicySweet
CrispyCrisp pink
Fuji
Red delicious0
‐1 0 1 2
Dim 2 (14
The ideal apple was locatedFuji
Ideal close to Red delicious andFuji apples.Sweetness and Apple
‐1Dim 1 (75.1%)
flavour were the maindrivers of liking.
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8992 93
100
89
76 758080
68
80
ers (%
)
41
60
3843
40
60
age of con
sume
Cluster 1 (n=79)
Cluster 2 (n=40)
29
38
1820
40
Percen
ta
1 1 03
85
0Firm Juicy Sweet Bitter Apple odour Sour Crispy Flavoursome Coarse Soft
The clusters differred in their description of the ideal apple,particularly in the frequency of mention of the terms Firm,Sour Crispy and Soft
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Sour, Crispy and Soft
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PenaltyPenalty analysisanalysis atat thethe aggregateaggregate levellevel
Cluster 1: Tasteless, Coarse, Soft,M l J i Fi FlMealy, Juicy, Firm, Flavoursome
Cluster 2: Tasteless, Sweet, Bitter,J ic So r TastelessJuicy, Sour, Tasteless
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RegressionRegression coefficientscoefficients fromfrom PLSPLS modelmodel
TermCrisp pink Fuji Red delicious
Cluster 1 Cluster 2 Cluster 1 Cluster 2 Cluster 1 Cluster 2% RC % RC % RC % RC % RC % RC
Firm 42 -0.13 35 ns 38 ns 30 ns 84 -0.09 53 ns
Juicy 45 -0.31 53 -0.23 37 -0.16 35 ns 65 -0.14 38 ns
Sweet 59 -0.16 70 -0.23 50 -0.13 70 -0.19 59 -0.09 23 -0.36
Bitter 23 ns 10 - 27 -0.18 10 - 26 ns 3 -
Apple odour 47 ns 40 ns 48 ns 33 ns 49 ns 30 ns
Sour 49 ns 65 -0.17 43 ns 15 - 43 ns 10 -
Crispy 36 ns 40 ns 49 -0.13 40 -0.19 75 ns 33 ns
Flavoursome 49 ns 53 -0.14 54 ns 58 -0.22 70 -0.08 55 ns
Coarse 23 ns 5 - 23 ns 5 - 46 -0.15 18 -
Soft 22 ns 18 ns 23 ns 18 60 ns 30 0 43Soft 22 ns 18 ns 23 ns 18 - 60 ns 30 -0.43
Odourless 30 ns 20 ns 30 ns 18 - 31 -0.09 20 ns
Tasteless 22 ns 10 - 27 -0.29 13 - 31 -0.12 5 -
Mealy 24 ns 10 - 24 ns 8 - 71 -0.15 48 ns
Apple flavour 48 ns 55 ns 51 -0.11 50 ns 58 -0.11 43 ns
Astringent 26 ns 13 - 30 ns 13 - 29 ns 3 -
Intercept 9 0 8 2 7 6 8 2 7 8 8 8
11th Sensometrics, 10-13 July 2012, Rennes, France 26
Intercept 9.0 8.2 7.6 8.2 7.8 8.8Mean drop 1.3 1.9 0.2 2.1 2.6 0.6
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DiscussionDiscussion andand ConclusionsConclusionsDiscussionDiscussion and and ConclusionsConclusions
ThTh th d lth d l blbl tt id tifid tif ththTheThe methodologymethodology waswas ableable toto identifyidentify thethe sensorysensorycharacteristicscharacteristics ofof thethe idealideal productproduct,, whichwhich werewere similarsimilar totothosethose ofof thethe mostmost likedliked productsproducts..
SimpleSimple andand flexibleflexible addadd--onon toto usualusual CATACATA ballotsballots..
ProvidesProvides informationinformation forfor thethe identificationidentification ofof driversdrivers ofof likingliking,,eveneven forfor consumersconsumers withwith differentdifferent preferencepreference patternspatterns,, andandrecommendationsrecommendations forfor productproduct reformulationreformulation..
DoesDoes notnot provideprovide aa measuremeasure ofof thethe degreedegree ofof differencedifferenceDoesDoes notnot provideprovide aa measuremeasure ofof thethe degreedegree ofof differencedifferencebetweenbetween thethe productproduct andand thethe idealideal..
11th Sensometrics, 10-13 July 2012, Rennes, France 27
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gg Q yQ y ,, ,,
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ThankThank youyou veryvery muchmuchforfor youryour kindkind attentionattention!!
Facultad de Química Universidad de la República Montevideo Uruguay
Gastón AresGastón Ares
Facultad de Química. Universidad de la República. Montevideo, UruguayEmail: [email protected]
3011th Sensometrics, 10-13 July 2012, Rennes,
France