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此頁空白 This is a blank page. Case Study (Teacher Guide) – Retail Shop Design Case Study: Retail Shop Design (Teacher’s Guide) 1 Case Study (Teacher Guide) – Retail Shop Design Author Mr Li Pak-kei, Patrick Lecturer, Department of Multimedia & Internet Technology HK Institute of Vocational Education (Lee Wai Lee) Ms Yuen Ka-wah, Cathy Lecturer, Department of Multimedia & Internet Technology HK Institute of Vocational Education (Tsing Yi) Project Coordinators Mr Li Yat-chuen Senior Training Consultant Institute of Professional Education And Knowledge, VTC Mr Tsang Siu-wah, Ephraim Training Consultant Institute of Professional Education And Knowledge, VTC The copyright of the materials in this Case Study belongs to the Education Bureau of the Government of the Hong Kong Special Administrative Region. Duplication of materials in this Case Study may be used freely for non-profit making educational purposes only. In all cases, proper acknowledgements should be made. Otherwise, all rights are reserved, and no part of these materials may be reproduced, stored in a retrieval system or transmitted in any form or by any means without the prior permission of the Education Bureau of the Government of the Hong Kong Special Administrative Region. © Copyright 2010 Note by the Institute of Professional Education And Knowledge, VTC: Every effort has been made to trace the copyright for the photographs and images in this Case Study as needed. We apologize for any accidental infringement and shall be pleased to come to a suitable arrangement with the rightful owner if such accidental infringement occurs. 2 Case Study (Teacher Guide) – Retail Shop Design Case Study: Retail Shop Design (Teacher guide) General Information Subject: Design and Applied Technology Level: S4-6 Learning elements: Knowledge Contexts Compulsory Part: Strand 1 Process • Design and Innovation • Design in practise Elective Part: Module 5 Visualisation and Computer-aided Design Modelling • Product visualisation and 3D modelling • Computer-aided design • • • To understand the application of sketch and Computer- aided Design system through the study of retail shop design To understand the impacts and design considerations of shop branding and corporate image through market research To understand the situation on the needs and uses of retail design through teamwork tasks and individual design assignments Small group discussions and presentation Impact • • • • • Apply creative thinking techniques to generate new ideas Identify the needs of users and customers Collect product information Develop solutions modelled in appropriate materials to convey design concepts Understand how ‘virtual’ prototypes for visualising design can enhance the product development process Case Study: Students should be made aware of the relevance of the technology they are studying to the real world. Case studies on technology and design enable students to put their learning into an authentic context, and so provide an additional resource that can add a new dimension to learning about technology and design. Authentic Context: Students could explore the idea of visualisation and CAD modelling through the design process of a retail shop in Hong Kong Topics Covered: Compulsory Part Strand 1 : Design and Innovation Elective Part Module 5 : Visualisation and Computer-aided Design (CAD) Modelling 3 Case Study (Teacher Guide) – Retail Shop Design 1. Teaching Notes 1.1 The Essentials of Different Sketches Sketching is extremely important in the professional designer’s world for several reasons. As someone describes an idea to you, you get a picture in your mind. That picture is subjective, based on how you interpret words. A sketch visualizes the idea for the viewer, providing a shared visual experience that can be discussed, debated and refined. Beyond communication, sketching is a way of thinking. Throwing lines down, doodling through a problem, we find new solutions. Through documenting that thinking in drawings, we go through the act of evaluating and building on thoughts until they are complete. Three-dimensional computer model is a good example to explain how the sketching skill is important. While creating a computer model of one idea, the designer would flush out 50 concept sketches, meet with a group, refine the ideas, and do another round of finished concepts. A sketch is fluid. It implies to viewers that this is still a work in process, and they are freely to have input, brainstorm, and share ideas. A sketch has that perfect amount of communication and interpretation. When the concept reaches an optimal state, then it is the best time going to three-dimensional computer model. 1.2 The Essentials of AutoCAD AutoCAD is a general purpose computer aided design (CAD) program to communicate and receive design ideas without ambiguity through basic knowledge and skill of preparing drawing and sketching. It also aims to visualise and standardise a wide range of presentation drawings for different professions; for instance, the architectural & interior design, engineering design, product design & manufacturing, multimedia production. However, the advantage of using CAD has hitherto been increasingly appreciated in decade over traditional manual drafting methods. It produces neater and more accurate drawing, and it provides faster rate of production. By selecting a variety of command in CAD program, users could apply different special drafting techniques. CAD also avoids the time-wasting and errors which possibly occurs in the repetition of drawing works. 1.3 Site Visit Site visit is part of the quality evaluation process, which helps student to understand what markets do. Usually, it includes various activities, for instance, taking photo, drawing sketch, observing facilities, and interacting with staff, students and peer team review. 1.4 Researches and Analysis Produce a research folder by collecting picture, photos, articles, charts and words from different media, for example, Internet, newspaper or magazine. Questionnaire is one of the research elements consisting of a series of questions and other clues for gathering information from the target group. Prepare about 30 to 50 sets and summarised the result by creating charts and words. 1.5 Branding and Corporate Image (CI) See Appendix I 1.6 CAD Tutorial 4 Case Study (Teacher Guide) – Retail Shop Design The tutorials of CAD system are suggested to divide into four categories: 2D Basics, 2D Advance, Plotting Technique, 3D Modelling and Rendering. (Suggested computer software: Adobe Photoshop, Adobe Illustrator and Autodesk 3Ds Max.) 1) 2D Basics • • • • • • • • • Drawing Objects Object Selection Modifying Objects Direct Distance Entry Drawing Aids Units and Scales Using Co-ordinates Object Snap Object Properties 2) 2D Advance • • • • • • Advanced Selection User Co-ordinate Systems Dimensioning Using Images Scaling Images All About Images 3) Plotting Technique • • • ISO Paper Sizes Paper Space Setting up plotter 4) 3D Modelling and Rendering • • • • • • Basic 3D and Surface Modelling Adding Sunlight to your Drawings Creating Custom Bitmap Materials Creating Seamless Tiles Applying materials and creating a setting Perspectives, Slides and Scripts 5 Case Study (Teacher Guide) – Retail Shop Design 1.7 More Exercises for CAD Visualisation Example 1: Measure the Site and Layout Plan exercise Source: http://shultzsigns.com/ Step One: By giving a set out plan, students are expected to measure the site in real space using measuring tape. It allows them to practice in the actual space. Step Two: Students are required to construct a floor plan and practice various drawing and modify tools in AutoCAD. Example 2: Coffee Table Design Step One: The idea sketches show primitive designs of a coffee table. 6 Case Study (Teacher Guide) – Retail Shop Design Step Two: Finalizing the Ideas Concepts were evaluated and the final idea is generated. Designer started concerning about the choice of materials. Step Three: Construction Drawing Development 1) Use scale ruler to draw a coffee table with Top View, Side View and Sections on paper and mark actual dimension for the details. 2) To draw a coffee table by using AutoCAD in both Model Space and Paper Space for further development. There are two modes of drawing in AutoCAD, both called "SPACE". The normal mode and the default are called "Model Space." This is the space you will always use and objects are always drawn in real world units (full size). The other mode is called "Paper Space", which allows only a 2-dimensional world, and can be visualized on a flat sheet of paper. Paper Space is a 2-dimensional drawing mode in which you can create various "views" of a 3-dimensional drawing in "holes" of the paper, which is called "viewports" for plotting. It is useful for plotting several views of an object at different scales, or for putting orthogonal drawing titles on a perspective or axonometric drawing. 7 Case Study (Teacher Guide) – Retail Shop Design Model Space – For creating real world size drawing 3) Paper Space – For producing 2-dimensional drawing in different scales. Plot the construction drawing with full dimensions to scale in paper. Title box is required. Step 4: Three-dimension CAD Modelling 3D CAD modelling aims to help the designers visualize the form, proportion and material selection of the coffee table. 1) Create different views in 3D CAD interface 8 Case Study (Teacher Guide) – Retail Shop Design 2) Visualise the coffee table design by 3D model rendering (Digital mock-up environment). The mocks-up can be used as a demonstration model to help design team to illustrate the ideas and concepts. 3) Model Making According to the 3D CAD modelling, produce the mock-up model (Scale 1:10) with real materials before manufacturing takes place. 9 Case Study (Teacher Guide) – Retail Shop Design 1.8 There are some tips recommended for the students when conducting group discussion: 1) Read the case materials at least twice and put down some footnotes or questions aside the paragraphs. 2) Jot down a list of the problems and issues that to be discussed. 3) Try to add meanings to the numerical data presented in the case (if any) or any findings discovered during their research. 4) Try to apply the concepts and analytical tools that they have learned earlier or in other subjects. 5) Be thorough in diagnosis of the situation and make at least one page summary of their group discussion. 6) Try support opinions among the group with well-reasoned argument skills and data until they can say “here our analysis show that …..". 7) Use tables, charts, and graphs to present their findings or conclusion as far as they can. Sometimes simple summary tables or a bulleted paragraph will work wonders. 8) Prioritize their recommendations means make sure their practical recommendations are really practical; make sure they can be carried out in an acceptable time frame with the available skills and resources. 9) Review the recommended solutions to see if it really addresses all of the identified problems and issues, advices from other groups can be consulted. 10) Be conscientious to recommend some solutions or conclusions that could not have disastrous results if it doesn't work out as planned, remind them to be a responsible and conscientious case analyst and is tackling a real case. Teacher can take the role of a facilitator and prepare worksheets in accordance to the case context. The worksheets should include reflective questions so that they can be a formative assessment to determine how students are learning and to make sure they are engaging in the learning process. The worksheets with appropriate tables and hints could help students to record their work systematically so that they can be easily monitored. This makes their learning outcomes become tangible and assessable. The follow-up activities recommended in this case study are the substantiation of contexts through different learning and teaching strategies. We believe that students can acquire the generic skills and explore the problem in a greater depth through this series of interactive activities. However, the classroom implementation is up to the teacher professional decision that is based on the teaching schedule and the learning outcomes depend on the readiness of students, lesson preparation and planning. 10 Case Study (Teacher Guide) – Retail Shop Design 2. Schemes of Work The teaching scheme is served as a basis for teachers to plan for their own lessons. The design of a dessert shop is quite comprehensive and emerging. It involves issues at different stages and design consideration. The primary planning just covers the necessary tasks and experience that students might need to go through. Like any other case studies, students need to do a lot of background readings to formulate their own concept and understand the issue; otherwise they cannot play an active role in presenting their views in a provocative group discussion. This means students may need to take additional after school hours to complete their tasks. Transforming knowledge from extensive information into a comprehendible and presentable conclusion is an acquisition process. Although students may find it challenging in the beginning, they have to overcome it and complete the required tasks. The role of teacher is like a coach to encourage his team, set achievable goal for progress and success. We believe in the motto “Practice makes perfect”, once students get used to this learning approach, and importantly, with the support of teachers, they will become a good case analyst. Suggested scheme of work No. of periods: 12 lessons Duration of each lesson: 40 min. Lesson Teaching /Learning Activities 01 Introduction of the Case Teacher should explain the case study background. It will cover areas in Branding & Corporate Image and Retail & Exhibition Design. Teacher needs to explain the assessment method and the expected learning outcomes – new design solution with PowerPoint presentation and worksheet. Studying the case study Students need to understand the case as the background information. Self-assessing questions help them to identify the key issues. 02-03 Forming groups Teacher divides students into small groups (4-6 people) and encourages them to work in team. Teacher explains to the group about the preparation of research. Students should complete the research by Lesson 4. Group Discussion and brainstorming Encourage them to discuss the topic area in their group. Teacher asks the groups to discuss the characteristics and problems found then summarize on the worksheet. Presentation may be necessary for the selected groups. Homework: Research 11 Case Study (Teacher Guide) – Retail Shop Design Lesson Teaching /Learning Activities 04 Idea Generation Students are asked to choose one type of retail & exhibition design from their research. It is suggested to draw idea sketches on A3 / A4 size paper. Idea generation should be start with brainstorming and mind mapping. 05 06-11 12 Homework: Idea sketches Development Create different sketches. Show the samples of construction drawings and 3D modelling. Teacher is expected to teach how to use scale ruler. Homework: Idea sketches Practice in AutoCAD Students are required to create 2D and 3D drawing by using CAD system. 3 lessons are required for student to practice 2D drawings. 3 lessons are required for student to practice 3D modelling and rendering. Homework: 2D construction drawings and 3D model renderings Final design and presentation preparation Work on the final drawing, rendering and PowerPoint presentation. Homework: Production of 2D and 3D drawings and presentation preparation Final Presentation Students should final check and rehearse their presentation. Presentation is necessary for each group. Teacher explains the presentation. Teacher gives timely feedback and correct answers if necessary. 12 Case Study (Teacher Guide) – Retail Shop Design 3. Model / Suggested Answers Worksheet 1: Self-assessing questions about the Retail & Exhibition Design 1. What kind(s) of task will be applied in the design process? • Design Brief • Brainstorming • Researching • Analysis • Problem identification • Conceptualization and development • Realization • Evaluation • Client presentation • Production and Commercialization • Consumer generating further needs 2. Which is your favourite local / international brand? Please give the reason(s). • An open answer 3. List out of the item(s) in packaging design in retail design. • Shopping bag • Wrapping Paper • Sticker • Price tag • Business card • Staff name tag • Gift Box • Poster 4. In the research stage, what kinds of material do you need to collect when you design a retail shop? • Market position & personality • Theme / mood • Customer circulation • Lighting design • Furniture material, size and proportion • Space planning • Budget 5. In the research stage, what kinds of material do you need to collect when you design an exhibition? • Location • Theme / mood • Customer circulation • Lighting • Booths’ material, size and proportion – not permanent , but safe • Space planning • Budget 13 Case Study (Teacher Guide) – Retail Shop Design Worksheet 2: What is visualisation? 1. Which software(s) support visualisation and computer-aided design (CAD)? • AutoCAD • 3D Studio Max • Adobe Photoshop • Adobe Illustrator • etc 2. List some advantages by using CAD application? • Communicate from abstract idea to concrete ideas • Time Saving • etc 3. List some industries which successfully use visualisation and CAD application in their design processes. • Architectural Design • Interior Design • Product Design • Engineering • etc 4. Guidelines to execute the design project 4.1 Dividing into group Explain the role of each team members clearly before students group themselves. Make sure students are willing and have the skill to take up different positions. 4.2 Deciding the topic area All topic areas have possibilities for problem investigation. It is essential to have the discussion topic conduced during class; two groups working in the same topic are acceptable. 14 Case Study (Teacher Guide) – Retail Shop Design 4.3 The must-do list on different design stages Stage Research Must do Enough visual material including: charts, pictures, photo-taking and words. Clear analysis methods including: descriptions, captions and words. Idea Generation Creative method includes brainstorming and mind mapping. Sketches must be experienced by students. Development Non-verbal presentation includes graphic design, corporate image, construction plan and 3D modelling Practice in CAD system Final presentation Accurate size and dimension. Appropriate material and lighting. Must present with a set of construction drawing and 3D model rendering. PowerPoint presentation. 4.4 Project Assessment Marks will be awarded in the following categories: Planning and Comprehension of Project Tasks, Definition of Objectives, Project Progress Planning & Scheduling, Research and Investigation of Background Information, Project Records and Logs, Mid-term Report, Team Work/Leadership Quality of Content Creativity/Originality, Appeal, Aesthetic, Impact & Suitability, Techniques, Achievement Quality of Written Report, Relevant Documentation, demonstration and oral Presentation Presentation The Project Committee in the department shall have the authority to moderate the project assessments submitted by the Project Supervisor with a view to ensure uniform assessment standards across all project students. The project assessment (after moderation by the Project Committee) may be subjected to further moderation by the Board of Examiners while examining the student's Project performance against the background of his/her performance. 15 Case Study (Teacher Guide) – Retail Shop Design 5. Assessment Checklist assessment rubrics are given to each student for their self-evaluation after each lesson. Teacher can discuss the checklist with them to perform formative assessment. Teacher should record the checklist results and monitor the students’ progress. The score rubrics are given to assess the final presentation by teacher and peers. The rubrics criteria can be subject to change by the teacher professional judgment. The benefit of using score rubrics is that students can know which areas they have performed well and which areas need improvement. Students should know the assessment criteria before working on the case so that they can divert their focus onto their learning. For a fair assessment, students can request to be assessed individually instead of as a group. They can state their percentage of contribution to the case before the assessment. Scores can be calculated in accordance to the contribution percentage and allocate to individual student. 6. Reference Materials / further reading materials Textbook: Alina Wheeler, Designing Brand Identity: A Complete Guides to Creating, Building and Maintaining Strong Brands, John Wiley & Sons. Inc., Latest edition References: Amanda Barrett, Corporate Image for Professional Communicators, Batsford Websites: 3D Models and Digital FX http://www.3dmodelart.com.ar/docseng/main_eng.htm http://www.zoorender.com/ http://www.the3dstudio.com/ http://www.shar3d.com/ http://www.the3dstudio.com/product.aspx http://www.planit3d.com/source/ 16 Case Study (Teacher Guide) – Retail Shop Design Polycount http://polycount.com/renderinginprogress.html Accustudio 3D Model Library Index http://www.accustudio.com/ http://planetquake.gamespy.com/ Texture http://textures.forrest.cz/ http://toucan.web.infoseek.co.jp/ Exhibition http://www.1-hong-kong.com/venetian/index_6.htm (Macau – The Venetian) Hong Kong Brand and Product Expo http://www.hkbpe.com.hk/ http://www.itu.int/WORLD2006/ (ITU Telecom 2006) www.tdctrade.com (Trade Development Council) Flash Resources http://www.flashfridge.com/tutorials.asp?ID=5 http://www.flashrespect.com/ Photoshop tutorials http://home.educities.edu.tw/greatgod/photoshop/index.htm http://bonny.idv.tw/www/pshop/index.htm http://bonny.idv.tw/www/pshop/ Model Company – Photography http://www.starzpeople.com Exhibition Display Case Sample http://www.displayproject.com.hk/ Environmental Protection Bag http://www.hknwb.com/ Branding http://stealingshare.com/brand_resources/glossary.htm 17 Case Study (Teacher Guide) – Retail Shop Design Appendix I Branding and Corporate Image (CI) Throughout the 20th century, retail and exhibition design presents in everyday life and social culture. In the knowledge of retail and exhibition design, it is important to understand the social, economic, political, cultural and technology context that give rise to their conception and realisation. Here is an example: • Goods of Desire (G.O.D) Shop Front - Harbour City, Tsim Sha Tsui ‘Very Hong Kong Exhibition’ at InnoCentre (Sept 2007) Pictures Source: http://www.god.com.hk G.O.D ( 住好啲) is the phonetic sound of the Cantonese slang "to live better", because to live better is a basic human desire in Hong Kong. The rise of economic in Asia is a significant force to the market, the world begin to show interest in Asian lifestyle and culture. G.O.D. intends to capitalize on this phenomenon by providing an eastern derived lifestyle concept, as an alternative to the established western way of living. By exploring age-old Oriental traditions and up dating them with modern consumers in mind, G.O.D. demonstrates that the techniques and wisdom of past generations in the East still has a place in the future world. Text Source: http://www.god.com.hk G.O.D. trademarked pattern – reflects 60s – 80s Hong Kong Culture 18 Case Study (Teacher Guide) – Retail Shop Design Pictures Source: http://www.god.com.hk G.O.D Credit Card – present the printing art in 60s Pictures Source: http://hk.dbs.com Brand crossover project of G.O.D Lucullus x GOD Chinese Characters Chocolate 2008 Microsoft x GOD Mouse 2008 SPCA x GOD Dog Adoption Centre 2008 Kee Wah x GOD Mooncake 2008 Red A x GOD Classic Butcher's Lamp 2008 Dragon Tiger Heroes x GOD 2008 Durex x GOD condom packing 2008 Canon x GOD Camera Case 2007 Greenpeace x GOD T-shirt & notebook 2007 Coca-Cola x GOD - on pack premiums 2007 "Crystallized TM - Swarovski Elements" 2007 Milk x "Delay No More" Design Competition (2006) Bonaqua x GOD Water Dispenser (2006) Microsoft X-Box 360 x GOD (2006) Information Source: http://www.god.com.hk Market Positioning and Personality Market positioning strategy is the process by which marketers try to create an image or identity in the minds of their target market for its product, service or brand. A successful shop is much more than a name and a logo; a brand is a promise of an experience, projecting a distinctive personality. Deciding the business to be perceived by the marketplace is the most important decision in launching a new brand or reintroducing an established one. Brand Research and Understanding (Terminology) Brand anatomy Valuation Evocative Revival Acronyms Historical illustrative timeline Culture and custom Physical and psychology Photographic direction Useful, usable and desirable Recognition and reinforcement Graphic motifs Five senses Merchandise Environments 19 Case Study (Teacher Guide) – Retail Shop Design Focused advertising Consistency of message Customer experience Ambassadors Hospitality Assumption Extensions, associations and co-branding Authenticity Ownership Information Source : http://stealingshare.com/brand_resources/glossary.htm Brand Analysis Task 1. Understanding brand terminologies A brand is a perceptual entity rooted in reality, but it is more than that – it reflects the perceptions, the characteristics, the styles and daily practices of the consumers. Branding is not only about ubiquity, visibility, and functions; it is about bonding emotionally with people in their daily life. Only when a product or service kindles an emotional dialogue with the consumer, it can qualify as a brand. 2. Self-positioning statement (Mission and Vision) Should be short, capture your unique brand essence Should be address to a specific target audience What motivates or drives their behaviour 3. Brand hierarchy analysis Hierarchy chart Categories and products 4. Brand encountered Gather brand image, slogan and logo from different stores and brands. 20 Case Study (Teacher Guide) – Retail Shop Design Brand encounter log sheet (SAMPLE) Team Brand Brand Online/ Local/ Member Elements offline International What Where How Brief Description 5. Product levels Core benefit Generic product Expected product Augmented product Potential product 6. Scenarios design (3 x scenarios for each group, 4-6 pictures for each scenario) You need to consider and collect a set of photographs, design three scenarios and create the interaction between the brand and audience Concept from brand encounter 7. Designing memorable experiences The four realms of an experience: - Absorption - Passive participation - Immersion - Active participation 8. Brand Strength and Stature Analysis Brand strength Differentiation – Esteem (DE) Relevance – Esteem (RE) Differentiation – Knowledge (DK) Relevance – Knowledge (RK) (Differentiation and relevance) Brand stature (Esteem & knowledge) 21 Case Study – (Teacher’s Guide) Environmental Technology: Hydrogen-powered car 118