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Sensory Evaluation Manual 2002 Nottingham PDF
Sensory Evaluation Manual 2002 Nottingham PDF
SENSORY EVALUATION
MANUAL
ACKNOWLEDGEMENTS
These notes form the basis of a practical workshop presented for personnel at Naresuan
University, Phitsanulok, Thailand in July, 2002. We would like to thank Michael O’Mahony
for his permission to include copies of the statistical tables from his book “Sensory
Evaluation of Food: Statistical Methods and Procedures” and material supplied by the Centre
for Food Technology, DPI, Brisbane.
TABLE OF CONTENTS
ACKNOWLEDGEMENTS ....................................................................................................2
INTRODUCTION....................................................................................................................5
DIFFERENCE TESTING.....................................................................................................53
REPORTING .........................................................................................................................91
SELECTED BIBLIOGRAPHY............................................................................................92
JOURNALS ............................................................................................................................94
STATISTICAL TABLES......................................................................................................95
INTRODUCTION
Sensory evaluation - A scientific discipline used to evoke, measure, analyse and interpret
reactions to those characteristics of foods and materials as they are perceived by the senses of
sight, smell, taste, touch and hearing.
Sensory evaluation was one of the earliest methods of quality control and it is still widely
used in industry. However, the level of application depends on the situation (e.g. beer and
wine tasting to operators sampling of products from production line).
• The Food
• The People
• The Testing Environment
• Methods
• Sensory evaluation
• Sensory Analysis
• Organoleptic Analysis
• Taste Testing
• Psychophysics
• Subjective Evaluation
Advantages
Disadvantages
• Time consuming
• Expensive to run
• Method selection
• Analysis
• Interpretation
• Product development
• Product matching
• Product improvement
• Process change
• Cost reduction
• New raw materials selection
• Quality control
• Storage stability
• Product grading / rating
• Consumer acceptance
• Consumer preference
• Panel selection / training
• Correlation subjective / objective
Sensory Standards
AS 2542.2.5 1991 Sensory analysis of foods - Specific methods - 'A not A' test
These attributes are expressed as a continuum and not as finite properties. It is impossible to
rate each one individually unless special precautions are taken, e.g. blindfolds, nose clips,
coloured lights, purees.
Humans possess about 30 different senses. However, the sensory properties of foods are
perceived through the senses of:
• Sight;
• Smell;
• Taste;
• Touch; and
• Hearing.
Stimuli
A stimulus is any chemical or physical activator that causes a response in a receptor, e.g. eye
is receptor for light, ear is receptor for sound.
• Intensity/strength;
• Extent/separation;
• Duration/retention; and
• Hedonics/like-dislike.
Receptors
Receptors are the stimuli detecting cells of the sense organ, e.g. taste buds on tongue, light
receptors in retina of eye.
Perception
SENSE OF SIGHT-
The appearance of foods is a major factor governing its acceptability and can be subdivided
into three main categories:
• Optical properties- colour, gloss and translucency
• Physical form-shape and size
• Mode of presentation-lighting packaging etc
Optical properties
Vision
Light
Visible light is that part of the electromagnetic spectrum which radiates between wavelengths
of 380 - 770 nm.
[NOTE: All electromagnetic radiations are physically the same. However, the optical system
of the eye is such that only the visible range of wavelengths is absorbed by the lens.]
Light sources
Incandescent lights consist of a tungsten filament which is heated in an inert gas. The higher
the temperature, the more light produced. Light from this source tends to be harsh and tends
to highlight the red end of the spectrum.
Fluorescent lights operate by electrical excitation of atoms that produces spectral lines at
specific wavelengths which then impinge onto fluorescent materials which convert the
incident light into light at a longer wavelength. Light produced is softer but can produce
colour distortion at particular wavelengths.
• Absorbed;
• Reflected;
• Transmitted; and
• Refracted.
The relationship between and within each of these components is responsible for the colour
and gloss characteristics of the food. The main light/object interactions produced are:
Lightness/value;
Colour/hue;
Chroma/purity; and
Gloss.
Physical form
The second class of product appearance is physical form that can be subdivided into three
parts:
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• Shape;
• Surface texture; and
• Visual consistency.
Shape and size are important from a food technologist's point of view because these can be
altered during the manufacture of processed products. Some examples include:
• Setting of a jelly
• Syrups of different concentrations
• Pastes and purees
Mode of presentation
This aspect should be considered from a marketing point of view and is important because it
influences sales. Mode of presentation is applicable on the supermarket shelf (at retail level)
and also in terms of presentation at the table (home and restaurant).
Summary
Appearance is an important aspect of food quality as it is the first subjective evaluation made
of food quality. The product has to pass the visual assessment before the consumer can or
will consider the other parameters such as taste and texture.
Smell is one of our most primate senses. Supposedly prehistoric people were more
influenced by smell than other senses.
The human nose is capable of detecting thousands of different odour substances. However,
our sensitivity is much less than other animals. (Animals use smell - food, mating, territory
etc).
Smell is detected both before and during eating. Smell is an important aspect of flavour.
There are 20x106 olfactory receptors, but only about 1000 taste receptors.
Odour description requires the development of an odour/flavour memory, e.g. fishy, flowery,
woody. This is the basis of flavour/odour memory development by wine judges and
milk/cheese graders. Individuals vary a great deal in their sensitivity to different
odours/aromas.
From the diagram it can be seen that most of air misses the olfactory area. Only 5-10% of
inspired air passes over olfactory receptors. However, this amount can be increased by
sniffing harder; obviously the more air which passes over the receptors the better the
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response.
• Substance needs to be volatile enough to get into air in the sensory region.
• Substance needs to be partially soluble in mucus covering of receptors.
• Minimum number of odorous molecules need to be present.
• Need to be in contact with receptors for minimum time.
Olfactory intensity
Human nose is about 10-100 times more sensitive to odours than any physico-chemical
analysis (e.g. gas chromatography). It has been demonstrated that human nose is capable of
detecting ethyl mercaptan at a concentration of 0.01 mg/230m3 of air, which is equivalent to
about 8 molecules/receptor.
Olfactory threshold
Olfactory interactions
Nature of the response may change with concentration (e.g. perfumes at low concentration
are pleasant but at strong concentration may be unpleasant).
Interaction of odours:
• Additive - increase intensity;
• Suppressive - decrease intensity; and
• Blending - when new odour unrelated to originals.
Olfactory adaptation
Initial sensation maybe strong - but weakens and makes identification difficult; this is due to
adaptation of olfactory receptors.
Summary
• Foods contain numerous compounds of varying volatility that can make analytical
interpretation difficult (e.g. strong peaks may produce weak odour whereas weak
peaks may produce a strong odour).
• Taste;
• Smell;
• Touch; and
• Temperature.
Strictly speaking taste involves only those sensations mediated by the Gustatory Nerve Fibres
and these sensations have five (5) basic qualities:
• Salt;
• Sweet;
• Sour; and
• Bitter.
• Umami
Taste stimuli
Taste response requires an aqueous solution of the substance (stimulus) to contact the taste
buds. Therefore, saliva secretions are important in terms of ensuring contact between the
product and the taste buds. Saliva production is generally stimulated by chewing, as well as
the appearance and odour of the food. The tongue is important as it brings the food into
contact with the taste buds and also provides a mixing action which enables an even
distribution of food about the taste buds as well as preventing the development of
concentration gradients.
Taste receptors
The receptors for taste are the taste buds and these are mounted on papillae (folds in the skin
of the tongue). The area of greatest response is the top of the tongue. Other areas in the
mouth and throat where taste buds are situated include: palate, pharynx, larynx, tonsils,
epiglottis, lips, cheeks, underside of tongue and floor of mouth.
Taste buds are mainly located at the tip, sides and rear of tongue. There is very little response
in the centre of the tongue. Different areas of the tongue are most responsive to different
sensations.
• Tip sweet
• Sides - salty
• Sides - sour
• Rear - bitter
Taste cells constantly degenerate and regenerate. Their life cycle is 10 days and they are
easily destroyed by heat.
The tongue itself is important as it brings the food into contact with the taste buds and also
provides a mixing action which enables an even distribution of food about the taste buds as
well as preventing the development of concentration gradients.
A basic taste is one for which specific taste buds have been identified as being
physiologically responsible for the particular taste sensation.
Sourness
This is the simplest taste as only acids (H+) produce sourness and as the (H+) increases the
sourness increases
Sweetness
The common substances that produce the sweet taste are the sugars and other hydroxy
compounds such as alcohols and glycols. Other substances such as lead salts, amino acids,
proteins, non-nutritive sweeteners (cyclamates, saccharin and aspartame ) also taste sweet.
Saltiness
Many crystalline water-soluble salts yield a salty taste, but only sodium chloride gives a pure
salty taste. Other substances taste salty but also bitter, alkaline, sweet and salt in various
combinations.
Bitterness
Many chemically different compounds have a bitter taste. However, bitterness is mainly
associated with alkaloids such as caffeine, quinine, strychnine and nicotine. Originally it was
thought that bitterness was an indication of danger (poison). However, many alkaloids are
used as drugs (e.g. codeine) and many other bitter substances are harmless (glycosides, esters
and aldehydes and tannins in wines and tea).
Bitterness is generally perceived at very low concentration and a relationship appears to exist
between sweet and bitter as many sweet substances produce a bitter aftertaste (saccharin).
Bitterness is the taste which most people have difficulty in detecting and response level varies
greatly from individual to individual.
Umami
Umami is the taste that has been shown to be associated with substances that contain
glutamate. The most notable example is mono-sodium glutamate (MSG). MSG is well
known as a flavour enhancer and can cause adverse reactions in some sensitive individuals.
However, there are many other compounds which contain glutamate and which are capable of
producing the savoury, spicy, brothy taste associated with MSG. Many foods contain
naturally high levels of glutamate.
Taste interactions
Having described the 5 basic tastes it is obvious that foods are a very complex system which
contain many different taste compounds and therefore many different tastes. The fact that
there are only 5 basic tastes and yet we are able to detect hundreds of different taste
sensations is due to a series of complex taste interactions that can range from simple 2 way
interactions to complex 5 way interactions
Interactions between the 4 basic tastes were previously described simplistically by the taste
tetrahedron.
During exposure to a stimulus, sensitivity decreases due to adaptation and fatigue. This loss
in sensitivity varies considerably with the taste (sweet, sour, salty or bitter) and also with the
compound. For example, tasting a series of acids causes the sensitivity to be reduced by the
preceding acids. However, recovery is usually rapid because most common organic acids are
very soluble.
Both absolute threshold and recognition threshold will vary between individuals. Most
people can detect taste within 0.2 - 0.6 seconds and therefore if there is no response within
this time the level is sub-threshold. However, recognition times vary between the basic tastes
• Salt = 0.3s
• Sweet = 0.4s
• Sour = 0.5s
• Bitter = 1.0s
• Vision = 0.02s
• Hearing = 0.01s
• Touch = 0.005s
Reaction times also relate to retention times for example; bitterness has the longest reaction
time (1.0s) and the sensation lingers considerably after tasting.
Summary
• ·Five types of taste receptors - salt, sweet, sour, bitter and umami.
Hearing
Sound is the perception by humans of vibrations in a physical medium (air). The sound of
food when it is being eaten is an important aspect in determining quality.
Positive aspects:
Negative aspects:
Texture usually relates to solid food while viscosity relates to homogeneous liquid foods and
consistency relates to non-homogeneous liquid foods.
Instrumental methods only measure one aspect of "texture" and again cannot relate the
complex interactions which produce the perception of food texture.
Finger feel
Juiciness can be used as a subjective quality index (eg the “thumbnail” test for corn).
Mouth feel
Liquids
Solids
SENSORY INTERACTION
As has been indicated previously when eating or tasting food there is a continuous
relationship between the senses and unless steps are taken to separate the individual senses or
stimuli, interactions may occur. It is not known whether interactions occur at the receptor
site or the brain. However, the second option would appear to be more likely.
This is the ability of a response from one modality to influence or affect the response from
another. There are two aspects of this:
Positive - interactions giving clues to possible identity, e.g. pink milkshake being strawberry
flavoured.
Negative - If clues are not correct this may lead to confusion and a wrong judgement, e.g.
pink milkshake with pineapple flavour.
Taste - odour
Receptors for these two senses are very close so that interactions between these senses are
highly likely and these may be important in classifying a particular taste.
Taste - tactile
The taste threshold for sugar, salt, caffeine have all been shown to be lower in water than in
tomato sauce. This may be due to the fact that in more viscous solutions the chemicals do not
react with the receptors as easily as in pure solutions.
Taste - sight
This is a very important aspect because vision is the first sense affected and appearance of a
product will have a major influence on absolute quality. Bright colours indicate strong
flavours whereas dull colours indicate mild flavours.
Other interactions include:
• Odour - Sight
• Odour - Tactile
• Taste – Hearing
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• Odour - Hearing
Multiple interactions
Multiple interactions between more than two modalities are also possible.
Example: Tasting food pureed, blindfolded and with nose clips gives a different response
than when interactions are allowed.
These interactions are more difficult to define and measure but are just as important as
interactions between the senses. Some examples include:
• no effect; original flavours are distinct and separate, e.g. fruit in cheese;
Summary
Interaction must be considered when designing sensory panels. If only one sense or stimulus
is to be evaluated then all others must be masked. However, if interactions are required then
ensure this can be achieved by means of sample preparation.
The mental attitude and physical condition of a taster, and the atmosphere of the testing
environment all influence their judgements. There are therefore a number of basic rules
which should always be applied, as stringently as circumstances allow, when running taste
panels. These relate to:
• Selection of panellists;
• Preparing the testing environment;
• Designing the experiment;
• Preparing samples;
• Serving samples.
Make sure that the "correct" panellists are selected (see section on panel selection and
training) and that they know in advance when they will be required.
Keep a strict control over all variables except those being tested (e.g. sample size and
temperature).
Make sure the environment gives optimum opportunity for concentration. Tasting properly is
a difficult job. Train panellists to be silent while tasting. This prevents panellists from
influencing one another.
Make tasting interesting and desirable. Use rewards to motivate taters, vary these and choose
foods that contrast with those being tasted. Motivated tasters are more efficient. Give
feedback on results whenever possible.
Avoid giving any unnecessary information to panellists that may influence their scores.
Tasters usually find what they expect to find; e.g. in a storage test they expect to find samples
deteriorating.
Plan your experiment in advance. Which will be the best test to use? Consider all aspects
including how you will get the information required from your results (statistics). Run
preliminary tests, i.e. practise and choose the best method for:
Serve tasters promptly and make sure they have everything they need.
Run a taste panel as you would expect a good restaurant to be run, i.e. give courteous
friendly service, be efficient, and serve good food.
Keep accurate records of any cooking or preparation methods used. Record temperatures and
size of samples served and any special conditions (e.g. coloured lighting).
It is important that panellists do not see the samples being prepared as this may indicate
quality difference.
• Temperature
• Cooking
• Thawing
• Size and shape (provided this is not a variable)
• Avoid bias
• Overcome any non—uniformity
• 30g solids
• 30mL liquids
• Flavour loss
• Discoloration
• Textural changes
• Clean
• Identical for all samples and sessions
• Disposable containers or re—usable
• Coloured to mask product appearance (if required)
• Relevant to product
Serving temperature
Most foods should be served in the way they are normally eaten. However, some products
such as spices, chillies, alcohol, onions, etc. may require dilution before testing. If dilutions
are used they must be uniform in terms of diluent and concentration.
Carriers are substances that are added to assist tasting of certain products. Carriers are a
problem because they can be:
• Expensive
• Time consuming
• Variable quality
• Difficult to control product/carriers ratio uniformity.
For example: developing a cake icing individually may not allow for interaction with flavour
or it may be incompatible with the cake (affects texture or falls off).
Number of samples
Samples / Sessions
The number of samples presented at any testing session will depend on:
Sessions / Trials
Before starting your scheduled tasting sessions run two preliminary sessions. These will
familiarise your panel with the scoresheet, the products to be tested and the procedures you
wish them to follow. It also gives you practice at preparing and serving the quantity of
samples needed, and a last chance to iron out any unforeseen problems.
Time of Tests
• Monday and Friday are recognised as being bad days for tasting
• Normally taste 1 hour before meals and 1 - 2 hours after
• Sometimes this becomes difficult in practice due to:
• Unavailability of tasters
• Number of sessions
Illness
Sensitivity of people suffering from illness is reduced -particularly those with colds or flu
(physical and psychological)
Likes / Dislikes
Palate Clearing
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Perfumes / Spices
Ask panellists to refrain from wearing strong perfumes or breathing spicy odours wherever
possible.
Psychological factors
Good results can only be obtained from a co-operative, responsive panel. Tasting becomes a
chore when there are large numbers of samples/sessions involved. Motivating panellists by
can reduce this problem by:
Sample Coding
Order of Presentation
Always use either a random order of presentation or a statistically balanced design to avoid:
Devise your own system for remembering orders, e.g. 3 digit numbers - put in sequence of
one of digits. Keep it a secret!
Always work systematically in coding, labelling, setting up, e.g. as in reading a page
ie. 2 samples A, B. - Half panel taste A first, other half taste B first.
- Half panel receive A on the left, other half
receive B on the left.
1 A B C D
2 A B D C
3 A C B D
4 A C D B
5 A D B C
6 A D C B
7 B A C D
8 B A D C
9 B C A D
10 B C D A
11 B D A C
12 B D C A
13 C A B D
14 C A D B
15 C B A D
16 C B D A
17 C D A B
18 C D B A
19 D A B C
20 D A C B
21 D B A C
22 D B C A
23 D C A B
24 D C B A
Expectation Error
Any information a panellist receives before a test will influence the results. This is called
expectation error. To overcome this:
Tasters look for clues to get the “right” answer eg: a difference in sweetness may be
associated with sample differences such as size, shape and colour. This error can be
overcome by ensuring sample preparation is uniform or use masking.
Halo Effect
When more than one factor in a sample is evaluated at one time the result obtained may be
different than if factors evaluated separately. This can be overcome by tasting each aspect
separately. However, this is time consuming and would only be done if extremely accurate
results were required. Testing one aspect at a time in preference does not simulate the “real
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Suggestion
Influence of other panellist may bias or influence results. This can be prevented by:
• Using booths
• Not allowing talking in tasting area
• Reducing outside distractions
Questionnaire design
Questionnaire design should be simple and easy to follow in terms of design and language
and make sure tasters know how to use it. You may need to include some instructions on the
scoresheet itself, but it is usually better to give instructions verbally to your panel first. The
questionnaire should generally not be more than one page and include:
• Name
• Date
• Time
• Product
• Sample codes
• Instructions
• Comments section
The main considerations to keep in mind when preparing an area for sensory testing concern
the requirements for an atmosphere conducive to concentration, where conditions can be
controlled. Sensory panellists need somewhere comfortable and free from distractions if they
are to be able to "tune in" to the sensations triggered by the stimuli in the food products they
are tasting. Product characteristics can be markedly affected by temperature and humidity,
and appearance is affected by lighting intensity.
The standard looks at the design of the testing area for both new and existing buildings. It
also specifies which recommendations are considered essential and which are only desirable.
Important points summarised from the standard are listed below. If designing an area that is
to be dedicated solely to taste panel work, these should be seriously considered.
• Location - close proximity to preparation area, but separate entrance, and with
complete "close-off" capability.
• Odours - keep area free from odours (air conditioner with carbon filters, slight
positive pressure).
• Decoration - use neutral, light colours for walls and furniture (e.g. off-white, light
grey).
Booths
Number - minimum three, normally five to ten - six is a useful number since it fits in well
with balanced ordering of 3 samples.
Space - allow sufficient space for movement of tasters and for serving samples.
General Necessary for discussion and training purposes. Include large table and
several chairs. "Lazy Susan" useful. Include board for discussion notes, etc.
Lighting As for general area, with coloured lighting options like booths.
Preparation area
General Located close to assessment areas but no access to tasters. Design for efficient
work-flow. Well ventilated. Flexible services (i.e. plumbing, gas, electricity).
Office area
General Separate but close to testing area, reasonable size, desk, filing cabinet,
computer, bookcase. Photocopying service needed.
Additional areas
Practical alternatives
The requirements specified in the International Standard (ISO 8589) will obviously provide a
suitable area, but they are not always feasible, either from the point of view of financial
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Very few industries are able to start from scratch, designing new premises solely dedicated to
sensory analysis work. I therefore would like to abbreviate the list proposed in the standard
to one which I consider includes the bare essentials.
Minimum of 2 areas:
Preparation area and office area. If possible position these at opposite ends of the room to
avoid messy paperwork!
A system using collapsible booths can work quite well if it is not possible to keep an area
solely for sensory work. These may be made of painted wood, heavy duty cardboard, or
"corflute". They can be made specifically to fit any available benches or tables and folded
and stored when not in use.
• Finance
• Available space
• Frequency of use
• Tests conducted
STATISTICAL PRINCIPLES
This section looks at the role of statistics in sensory evaluation and introduces some terms
and concepts required to correctly apply statistical methods in evaluating sensory type data.
When we measure something (eg salt level in cheese) we find there is variation in what we
are measuring. This variation is called natural variation or experimental error and implies
that there is some true measurement but because of our limitations we cannot reproduce the
correct readings every time. This is a fact of life and we have limited control over this sort of
error.
Because of this variation there is some risk in making decisions about changing formulations
or introducing new products onto the market. Using statistics we have rules to estimate and
minimise the risk and enable us to extrapolate our results from an experiment to a more
general situation.
What is an experiment?
There are many sources of error in sensory data. Some of these include.
Lets say we have collected some data from an experiment and we have 20 scores of flavour
acceptability in a mango sample rated on a 9 point hedonic scale. If we plot a bar graph
(histogram) using the score along the horizontal axis and the count for a particular score on
the vertical axis then we have a frequency distribution. An example is shown below.
Frequency
3
0
3 4 5 6 7 8 9
Flavour Acceptability
Looking at the graph or distribution we ask what is the best single estimate of the panels
score and what is a good measure of their variability? The best or most likely single
estimates are called measures of central tendency. The three most commonly used are:
Measures of variability include the range, standard deviation and variance. The range is
simply the difference between the smallest and the largest. The standard deviation is
probably the most common and is calculated by using the formula below.
s=
∑ ( X − M )2
( N − 1)
where M is the mean or average of X scores and N is the number of scores. This formula
calculates the deviation of each score from the mean and squares it to take into account
positive and negative values and the square root is then taken to bring it back to the original
units. The variance is simply the square of the standard deviation and is used in a number of
statistical formulas.
Many things we measure about a group of people will be normally distributed. This means
they will form a bell shaped curve described by an equation usually attributed to Gauss.
In addition any score, X can be described in terms of a z-value, which describes how far the
score is from the mean in standard deviation units.
Z = X-µ/σ
Since z-scores are related to percentages under the normal curve they can predict how far a
score is from the mean and how likely or unlikely it is. So the z-score can be converted to a
probability value or p – value. This p - value is found from the area under the curve outside
the z score and is the chance with which we would see a score of that size or greater. Tables
are often used to convert z - scores to p – values.
An important concept
When we do an experiment we are using results from a sample taken from a larger
population of possible results. Since we cannot take all possible results from the population
we infer from our sample results what should happen in the rest of the population. By
making this generalisation we often express our results in terms of probability or p- values.
This is our safety margin or level of confidence about our result. It is often quoted like this -
the flavour score for naturally ripened mango was significantly higher (P<0.05) than that for
artificially ripened mango.
We are at least 95% certain that based on our experimental conditions the naturally ripened
mango will have more flavour than artificially ripened mangoes. This conclusion will be
wrong about five times out of 100. Sometimes a 1 % value or 0.01 is used for greater
precision.
We need to identify some more concepts before we can be confident in using statistics.
Experiments need to be planned and carried out correctly before we can use statistics and two
important principles are replication and randomisation.
Replication is the assessment of each treatment more than once. A treatment can be the
addition of sweetener to a product or the storage temperature of a fruit. With replication we
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can assess the natural variability and separate this from our variability due to treatment
differences. This is like a signal to noise ratio. Is our signal greater than the background
noise (natural variation)?
Random allocation of treatments to samples or products ensures each sample has an equal
opportunity of receiving any treatment, and that this chance is unaffected by the treatments
assigned to other samples. For example if two products are tasted by 24 tasters and they all
taste product A first then this may well bias the results, as the first product tasted may tend to
be preferred regardless of which it is. Subjective allocation of treatments in a haphazard way
is not a satisfactory alternative to randomisation.
Analytical : tests which are involved with analyzing specific product attributes in terms of:
• discrimination/difference
• description
AFFECTIVE TESTS
Preference infers a preference for one product over another; either overall or in relation to a
particular parameter.
Panel selection
Panel training
• Method
• Questionnaire
• Length of trial
• Number of samples
Panel size
1. 20 to 100 people
2. 20 = pilot consumer panel
3. 100 = consumer panel
Principle: a pair of samples (one may be a control) is presented to each assessor. The
assessors are asked to choose the sample they prefer.
This test is a ‘forced choice’ ie: the assessors must select one sample as being more
preferable. Responses indicating no preference are not permitted.
Statistically based on null hypothesis that there is no preference between the samples.
ie:PA = PB = 50%= 0 5
PRODUCT………………….DATE…………..TIME………ASSESSOR……
……………..
Which sample do you prefer?
Please examine code 349 first.
Please tick the appropriate box.
Conclusions
• no preference
• A preferred to B
• B preferred to A
Question — which of the two samples do you prefer? Count the number of replies citing one
of the two samples the more frequently.
Conclude that this sample is significantly preferred to the other if the number obtained is
greater than or equal to that shown in Table 4.
Example:
Two drinks ‘A’ and ‘B’, are offered to a panel of 30 assessors. The two samples are
presented under random number eg: ‘789’ and ‘379’. The test supervisor accepts a 5% level
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of significance (ie: P < 0.05%). It is not known which of the two samples contains more
sugar.
From Table 4 it can be concluded that Drink ‘A’ is preferred to Drink ‘B’.
PRODUCT………………….DATE…………..TIME………ASSESSOR……
……………..
Do you prefer sample 186 to sample 592?
Please examine code 592 first.
Please tick the appropriate box.
YES NO
Conclusion
• no preference
• the declared sample is preferred
Question — Do you prefer sample ‘A’ to sample ‘B’? Conclude sample A is preferred if
number of positive replies is greater or equal to the number shown in Table 3.
Example:
Two drinks, ‘A’ and ‘B’, are offered to a panel of 30 assessors. The two samples are
presented under a random number eg: ‘789’ and ‘379’. The test supervisor accepts a 1%
level of significance (ie: P < 0.01%). It is known that drink ‘A’ contains more sugar than
drink ‘B’.
From Table 3 it can be concluded that there is preference for drink ‘A’ over drink ‘B’.
Advantages
Disadvantages
• Only suitable for 2 products (note – multiple Comparisons can be used but other
preferences tests are more commonly used. See ASTM manual on sensory testing
method, STP 434; 1968)
• No magnitude of preference is given ie they both may be disliked but one can still be
preferred.
Applications
• Product Development
• Product Matching
• Process Change
Principle:
Judges are asked to rank two or more samples in order or preference ie: most preferred
sample is ranked first.
PRODUCT………………….DATE…………..TIME………ASSESSOR……
……………..
Please taste the samples in the order presented, moving from left to right and rank
them in order of preference. You may retaste the samples to check the ranking.
Give the sample that you most prefer the a rank of 1 and the sample you prefer
next a rank of 2 etc.
You must give each sample a different rank. Equal ranks are not allowed.
Samples
Rank
Statistical analysis
Kramer’s tables, which have been used in the past to analyses differences between rank sums,
should not be used due to questions of accuracy and statistical validity.
When there is no expectation of a specific rank order being made (eg when ranking
preference of new product prototypes) the Friedman Test should be used (see statistical
method s section for details).
Example
Twelve households were presented with four samples of meat seasoning to be used in
cooking. They were asked to use the samples as directed and to rank them in order of
preference. The results are shown below:
HOUSHOLD Seasoning
A B C D
1 1 3 2 4
2 2 1 3 4
3 1 4 2 3
4 1 4 2 3
5 2 3 1 4
6 3 4 2 1
7 3 4 2 1
8 3 4 1 2
9 1 2 3 4
10 1 2 3 4
11 1 2 3 4
12 1 3 2 4
Rank sums 20 36 26 38
=190.8-180
=10.8
the calculated value is compared to the critical f value in table 7 (7.81 for 3 df). since 10.8 is
greater than 7.81, the experimenter can conclude that there is a significant (p<0.05) difference
between the rank sums.
Two samples will be significantly different if the absolute value of the difference between the
rank sums is greater than or equal to the following critical value:
12 × 4(4 + 1)
1.960 = 12.396
6
Sample A B C D
Rank Sum 20a 36b 26ab 38b
Rank sums that do not have a common superscript are significantly different (P<0.05)
Principle
Assessors are asked to evaluate one or more samples and indicate the degree of liking for the
product or some characteristic of the product.
Appearance
Aroma
Flavour
Mouth-feel
Ratings must be converted to numerical scores for analysis and interpretation. For category
scales, successive integers are assigned to successive categories and these are used in
analysis, e.g. with a 9-point scale, the integers 1-9 would be used. For graphic scales, the
distance, e.g. in mm, between the response mark and one end of the scale serves as the
response score.
The arithmetic mean and standard deviation, when obtained for each sample, serve as
measures of central tendency and variability, respectively. For statistical analysis, the
analysis of variance technique is appropriate (or a t-test in the case of one or two samples).
Advantages
Disadvantages
Applications
• storage trials
• product development
• consumer testing
• quality control
• subjective/objective correlations
• research
Example:
Three samples of frozen chicken casserole were presented to a 24 member panel who
assessed the appearance, flavour, texture and general acceptability of the products using a 13
point
CHICKEN CASEROLE
A B C
Appearance 10.8 a 8.5 d 10.3 b
Flavour 9.9a 9.4 b 9.2 b
Texture 10.4 a 9.6 b 9.1 b
General Acceptability 10.3 a 9.2 b 9.4 b
Scores within each row that do not have a suffix in common are significantly different.
Introduction
The reasons for conducting consumer tests usually fall into one of the following categories:
• Product maintenance
• Product improvement/optimization
• Development of new products
• Assessment of market potential
Product maintenance
Research and development projects may involve cost reduction, substitution of ingredients,
process and formulation changes and packaging modifications without affecting the product
characteristics and overall acceptance. Usually difference tests would be used to determine
whether a difference was perceived or not but it is necessary to take the product out to the
consumer to determine if the reformulated product will achieve at least parity with the current
product.
Product maintenance is also a key issue with quality control/quality assurance and shelf-life/
storage projects. Feedback on consumer response gives important information on those
sensory characteristics that are most important to consumer choice and which should
therefore be rigorously controlled. A combination of in-house profile testing on the
magnitude and type of change over time, condition, production site, raw material sources etc
can be used in conjunction with consumer testing to determine how large a difference is
sufficient to change the acceptance rating.
Product improvement/optimisation
The intense competition among consumer products drives companies to constantly improve
and optimise products so that they can deliver what the consumer is really looking for and
therefore increase market share.
In product improvement, prototypes are made, tested by a trained panel to verify that the
desired attribute differences are perceptible, and then tested with consumers to determine the
degree of perceived product improvement and its effect on overall acceptance or preference
scores.
For product optimisation, ingredients or process variables are manipulated and a trained panel
identifies the key sensory attributes affected and consumer tests are conducted to determine if
consumers perceive the change in attributes and if such modifications improve the overall
acceptability.
During the new product development from concept to a range of trial samples to a modified
sample range and finally a choice to launch, consumer testing should be used throughout in
conjunction with trained panel assessment.
In addition to the use of sensory evaluation to gather information about key attributes of a
product, typical marketing questions such as intent to purchase, purchase price, current
purchase habits, consumer food habits, effects of packaging, advertising and convenience are
critical for the acceptance of branded products. It is often convenient for these marketing
type questions to be included in a questionnaire presented to consumers when assessing the
sensory characteristics of the product.
There are a number of factors to consider when conducting consumer tests and these are:
• Test design
• Test subjects
• Test location
• Test questionnaire
Test Design
There are two main types of design, one is qualitative measuring subjective responses while
the other is quantitative determining the responses of a large group to a set of questions
regarding preference, liking, sensory properties etc.
Qualitative Tests include focus groups, focus panels and one-on-one interviews. Each of
these has their use in a particular situation depending on what is required and how sensitive
the topic is. Essentially small groups are used to uncover as much specific information from
as many participants as possible. It is frequently recorded either by video and or audio and a
summary is made.
Quantitative Tests
Essentially all the good practice principles used in sensory evaluation as described in the
difference and descriptive testing should be followed here such as 3 digit random codes for
product and presentation in a balanced order. Some typical designs used include:
• Monadic test where only one product is assessed which makes it fast and the least
expensive but is relatively insensitive and requires large numbers of consumers (at
least 200).
• Sequential monadic where one product is assessed, removed and then replaced by a
second product in a balanced design giving it greater sensitivity.
• Paired preference testing where two products are assessed simultaneously and a
direct comparison is made making it quite sensitive.
• Acceptability testing. Usually the nine-point hedonic scale is used to determine
consumers liking of a product and if required the relative ratings for liking can be
used as a measure of preference.
Example of seven point facial hedonic scale often used for children
Appearance
Aroma
Flavour
Mouth-feel
Graphic rating scale - the response is recorded by marking a position on a line (also called
visual-analogue scale, line mark scale or unstructured scale) - physical lengths 100-150 mm.
This scale may also use facial expressions for measurement.
• Attribute testing can be used to gain information on the reasons underlying overall
preferences and usually category or line scales are used. These can be hedonic type
attributes or sensory attributes in the form of just right scales as shown below.
Test Subjects
If information on the acceptance of the product by consumers is required, then it is they who
should do the tasting. However, this is not always practical in preliminary testing of products, so
a compromise can be made by using large numbers staff who assess fairly infrequently.
However, it should always be remembered that this is a compromise, and results are best
Recruitment
The number of consumers to be tested depends on the purpose of the test, the test design and
the precision with which the target population can be identified. In general we require 60 to
120 for most consumer testing. Recruitment and selection of consumers rely on several
criteria or demographics such as:
• Product usage. It is important to determine if you are looking for low, medium or
high users of the product. For speciality products or niche markets, the cost of
consumer testing increases as more people must be contacted before the required
number are found.
• Gender. It is not always necessary to get equal numbers as purchasing or usage
habits vary between products. Researchers should use current market information.
• Age. If a product has broad age appeal then consumers should be selected by age in
proportion to their representation in the user population.
• Nationality. Products targeted towards a specific part of the community or for export
ideally should be tested in that environment. However, it is possible to use foreign
nationals resident here but it depends on how long they have been residing in their
adopted country as they can develop the likes and dislikes characteristic of the
adopted country.
• Social class. This can be based on income or occupation although sometimes it is
difficult to get consumers to reveal such information.
• Others including race, religion, education level, employment, geographic
location, etc. If any of these are important in defining the target audience then the
researcher should consider them.
Source of Consumers
As mentioned it is important to sample properly from the consuming population but because
of cost restraints employees and local residents may be used for things such as product
maintenance. However, for new products or product optimisation or improvement the correct
audience should be selected. These can come from a database of consumers willing to assess
products, telephone survey, leaflet drop, shopping centres, embassies, colleges or door to
door.
Test Location
• Company laboratory facilities, which give good control of the environment and
rapid feedback of results but the sensory booths, are clinical and atypical of a real
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Sensory Evaluation
domestic environment.
• Central location such as school or church halls or shopping centres are convenient as
large numbers can be tested at one time and on a number of products. However the
conditions are artificial compared to normal use at home and the number of questions
that can be asked may be limited.
• Home use tests represent the ultimate in consumer testing as the product is tested
under its normal conditions of use. In addition to the product itself, a check on the
packaging can also be determined. Generally more information can be gathered as the
consumer gets more time and can perform repeated assessments. However it is time
consuming and uses a smaller number of people and the possibility of nonresponse is
great unless consumers are continually reminded.
Test Questionnaire
It is very important that the test questionnaire format is simple, unambiguous, easy to read
and understand. You need to consider the objective of the test and any constraints such as
time, funding etc. In essence you need to be:
• Brief
• Use simple plain English (provide translation for studies involving foreigners)
• Be specific
• Multiple choice questions should be mutually exclusive
• Avoid ambiguity
• Watch the effects of wording
• Don’t ask what they don’t know
• Try and pre-test the questionnaire
For example
Very satisfied
Slightly satisfied
Neither satisfied nor dissatisfied
Slightly dissatisfied
Very dissatisfied
Agree strongly
Agree
Neither agree nor disagree
Disagree
Disagree strongly
The question order should go from the more general to the more specific and ask overall
acceptability first before biasing the consumer with more specific issues. Ask the more
sensitive demographic questions last.
Data Analysis
All quantitative data should be subjected to some form of statistical analysis from simple
summary statistics and graphical representation to t-tests and analysis of variance with
pairwise comparisons. Further advanced multivariate methods such as principal components
analysis and cluster analysis along with regression methods to relate consumer data to other
data such as linear regression, partial least squares and preference mapping can also be used.
In general, analytical panels are used as “measuring instruments and therefore need to be:
• Reproducible
DIFFERENCE TESTING
• Simple difference tests are those that have no direction or characteristic associated
with the difference between the products. Examples of simple difference tests are:
Triangle test
Duo Trio test
Two-out-of-five test
A not A
Difference from control
• Directional difference tests are those that have a direction or characteristic associated
with the difference between the products. Examples of directional difference tests
are:
TRIANGLE TEST
Used to determine whether a perceptible difference exists between two samples. The
difference can involve one or several sensory attributes, but no direction or magnitude of the
difference is measured.
With products that produce sensory fatigue, carryover effect or adaptation effects, the triangle
test has limited application.
Principle
Three samples, two of which are identical, are presented simultaneously to each panellist for
testing in a predetermined order. The panellist is told that two samples are identical and one
is different (odd). The panellist is required to identify the different sample. The triangle test
is a forced choice test.
The samples should be representative of the product and all prepared in exactly the same
way. Select four 3-digit random number codes, two for each product. Prepare scoresheets to
provide equal numbers of the following orders:
AAB BBA
ABA BAB
BAA ABB
Make up sets of 3 samples to match the score sheets so that half contain 2 samples of product
A and half contain 2 samples of product B (Total number of sets should be a multiple of 6.).
Make up sets in multiples of the six arrangements as required for the number of panellists.
Count the number of correct responses (those that select the odd sample) and compare the
result with those presented in Table 2.
Questionnaire
One of the three samples presented is different from the other two.
Please examine in the order requested and place a circle around the code of the sample
which is different.
The total number of correct responses is counted as well as the total number of responses and
compared to the statistical tables (Table 2). This is based on the probability that if there is no
real difference the odd sample will be chosen a third of the time.
Example
A company wishes to put a new dessert topping on the market. The product development
section has two different thickening agents available to them, one which is considerably
cheaper. They wish to know if there is any difference in the products made using the 2
different thickeners.
Two batches (A, B) are prepared using the two different thickening agents and samples are
presented to 17 assessors. As each assessor will only make one assessment, it will be
necessary to prepare 27 samples of A and 27 samples of B, and arrange them to provide three
of each of the six possible arrangements as indicated above. One set is discarded and the
remaining 17 sets are randomly distributed between the assessors.
The number of correct responses is 10, ie the number of panelists who correctly selected the
odd sample from the 3 samples presented.
The test organizer will accept a risk of error of 5% (P<0.05), that the test will reveal a
difference when there is none.
Table 2 indicates that for 17 assessors at P<0.05, 10 correct responses are required for
significance.
It can be concluded that the product from the two thickening agents are significantly different
(P<0.05).
DUO-TRIO TEST
(Australian Standard 2542.2.4 - 1988)
Used to determine whether a difference exists between two samples. The difference can
involve one or several sensory attributes, but no direction or magnitude of the difference is
measured. A duo-trio test can be used when one of the products is an existing standard or
reference.
Statistically the duo-trio test is less powerful than the triangle test because the chance of
guessing a correct result is one in two. The Duo-Trio test is therefore only used when it is
COPYRIGHT 55 R L Mason and S M Nottingham
Sensory Evaluation
required to form a judgement. This is the case when tasting a product with a lingering after-
taste such as bitterness, spicy or chilli.
Principle
Three samples, two of which are identical, are presented to each panellist. One sample is
identified as the reference sample and panellists are instructed to assess the reference sample
first and then identify which of the two samples is the same as the reference. It is a forced
choice test.
The samples prepared should be representative of the product and prepared in exactly the
same way. If possible, samples are presented simultaneously or if required, sequentially.
There are two forms of this test: balanced reference mode and constant reference mode.
This is used when both the samples are unfamiliar and so both the samples are used as the
reference sample.
Select two 3-digit random codes, one for each product. Prepare scoresheets to provide equal
numbers of the following orders:
RA A B RB B A
RA B A RB A B
Make up sets of 3 samples (reference plus two samples) to match the scoresheets so that half
contain 2 samples of product ‘A’ and half contain 2 samples of product `B'. (Total number of
sets should be a multiple of 4).
If total number of panellists or quantity of products available is insufficient to provide equal
numbers of the 4 orders, then you will still need to check that there is a balance between sets
with 2 ‘A’s and 2 ‘B’s.
The sample sets are allocated at random to the panellists. Instruct each panellist to assess the
reference sample first, followed by the two other samples in order (e.g. left to right). Remind
them that they must make a decision.
The constant reference duo-trio test is useful when you have trained panellists. In this test,
one of the samples is a familiar product or designated standard. It is therefore the only one
used as a reference sample. The number of possible presentation orders is thus restricted to:
RA A B
RA B A
Select two 3-digit random codes, one for each product and prepare the scoresheets so that
equal numbers of the two orders are presented. (Total sets should be a multiple of 2).
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Sensory Evaluation
Randomly allocate sample sets to panellists and instruct each panellist to assess the reference
sample first, followed by the two other samples in order (e.g. left to right). Remind them that
they must make a decision.
Analysis of results
Count the number of correct responses as well as the total number of responses and use the
statistical Tables 3.
Questionaire
DUO-TRIO TEST
You are provided with three samples. The left-hand one is a reference; one of the other two is
the same as the reference.
Taste the samples in the order left to right and circle the number of the sample which is the
same as the reference.
Comments:
Example
A duo-trio test was used to determine if methional could be detected when added to cheddar
cheese in amounts of 0.125 ppm and 0.250 ppm. Each tray had a control sample marked R
and two coded samples, one with methional added and one with no methional. The duo-trio
test was used in preference to the triangle test because less tasting is required to form a
judgment. This fact is important when tasting a substance with a lingering aftertaste, such as
methional.
The test was performed on two successive days using eight judges. Each day the judges were
presented with two trays. One tray contained a sample with 0.125 ppm methional and two
control samples and the other contained a sample with 0.250 ppm methional and two control
samples. A total of 16 judgments were made at each level. The results are shown in the
following table.
Duo trio test on cheddar cheese containing methional. 0.125 and 0.250 ppm.
Day1 Day 2
1 X R R R
2 R R R R
3 X R X R
4 R X X R
5 R R R R
6 X R X X
7 R R R R
8 R R R R
TOTAL 5 7 5 7
X = wrong
R = right
0.125 ppm = 10 out of 16 correct judgments
0.250 ppm = 14 out of 16 correct judgments
Consult Table 3 for 16 judges in a two sample test. This chart shows that 12 correct
judgments are significant at the 5% level.
The conclusion is that methional added to cheddar cheese can be detected at the 0.250 ppm
level but not at the 0.125 ppm level. What would you do next??
Advantages
Disadvantages
Applications
TWO-OUT-OF-FIVE TEST
Used to determine whether there is a sensory difference between two samples and to select
and monitor panellists. It is statistically very efficient as the probability of guessing correctly
the different two samples from the five samples presented is low. It can be useful when only
a small number of panellists are available. However, sensory fatigue and memory effects
may affect the test.
As with the triangle and duo-trio tests, assign 3-digit random codes to the samples and then
make up the scoresheets, taking care to prepare the samples in an identical fashion. There
will be 20 possible combinations.
Panellists are instructed to assess each product from left to right and select the two samples
that are different from the other three. Statistical tables exist to determine the significance of
the result.
Used to determine whether test samples in a series are the same as or different from the
reference sample. It is an especially useful test where triangle and duo-trio tests cannot be
used. This may be the case where comparisons are required between products that have a
strong or lingering flavour/aftertaste when you will need to control the time between sample
presentation or if there are differences in appearance. It is also useful to determine assessor
sensitivity to a stimulus.
Initially, panellists require familiarisation with the reference or “A” sample. Panellists are
then presented with a series of samples, some of which are the reference sample “A” and
some “not-A”. Generally, the panellist does not have access to the reference “A” while
evaluating the test samples. The panellist must determine whether the sample is the same
(“A”) or different (“not-A”) so it is a forced-choice test. Only one type of “not-A” sample
exists per test series. Panellists may test one, two or up to 10 samples in series (depending on
fatigue factors). The samples are presented randomly with 3-digit codes and one at a time (an
assessment is made and recorded before proceeding to the next sample). All samples are
prepared in an identical way and are representative of the product. The analysis of the data is
quite complex.
DIFFERENCE-FROM-CONTROL TEST (DFC)
This test is used to determine whether or not a perceptible overall difference exists between
one or more samples and a control sample and also to give an indication as to the size of any
difference perceived. In quality control situations, trained panellists may also be able to rate
the degree of difference for individual attributes.
When used in conjunction with consumer acceptability testing and descriptive testing using a
trained panel, the DFC test is useful for quality control and shelf life testing. In these cases
the relative size of the difference is important for deciding whether the product is an accept or
reject. It can be used to check production samples for the degree of difference from a
recognised control or standard product. In this situation the panellists must be familiar with
the range of differences expected and will require some training with reference samples and
the use of the scale. The test can also be useful in product development situations to
determine which sample is closest to a target product.
Principle
Each panellist is presented with an identified control sample plus one or more test samples.
The panellists are asked to rate the size of difference between each test sample and the
identified control sample. Panellists are informed that some of the test samples may be the
same as the control sample. The mean difference from control for each test sample is
compared with the mean difference from control obtained from the blind presentation of the
control sample.
The blind control sample is included as a measure of the placebo effect as it is very rare that
the blind control will actually be rated as absolutely identical to the identified control.
Panellists
Generally 20-50 people are required. Panellists may be trained or untrained but not a mixture
of the two. For some applications such as in a quality control, the panellists would require
some training. All panellists should be familiar with the test format, how to use the scale and
also be aware that some of the samples will be blind controls.
All samples should be representative of the product and all prepared in exactly the same way.
Label an identified control sample for each panellist. Label additional blind control samples
as well as the test sample(s) with 3 digit blinding codes. Where possible the control sample
and samples for assessment should be presented simultaneously. Each panellist evaluates the
identified control sample first. The panellists then rate the degree of difference for each test
sample of which some samples will be the blind control. The order of presentation of the test
and blind control samples should be balanced.
For example, half the panellists assess the samples in the order:
Examples of scales that may be used for the difference from control test:
No difference 0 = No difference
Very slight difference 1
Slight/moderate difference 2
Moderate difference 3
Moderate/large difference 4
Large difference 5
Very large difference 6
7
8
9 = Very large difference
Line scale
Analysis of Results
Calculate the mean difference from the identified control for each of the test samples and the
blind control samples. If several samples have been evaluated, use a randomised block
analysis of variance using the panellists as blocks. If only one test sample has been evaluated
use a paired t-test to analyse the results.
Example
A company suspects a flavouring ingredient may have been left out of a batch of chunky
vegetable soup. They want to know if this batch of soup is perceived to be different or not
from a control batch of soup. Due to the natural degree of batch to batch variability with the
product, a triangle test or other forced choice difference would be unsuitable due to the risk
of yielding false positives or false negatives.
Product:.........................................................................................
Assess sample 386 and score the overall sensory difference between the two samples using the
scale below.
Used to determine how a specific sensory property differs between two samples. It can be
applied to determine a directional difference (e.g. which sample is sweeter).
The paired comparison test can be used for multiple comparisons, but this results in a large
number of pairs to assess which uses a lot of sample and can cause sensory fatigue. In this
situation it is better to use a rating test.
Before the sensory testing commences, it is necessary to decide whether the results will be
treated as a unilateral or bilateral test. The most common paired comparison tests are two-
sided (bilateral) where there is no prior expectation of the result. Conclusions that can be
drawn are that there is no evidence of a difference or that one sample has a greater intensity
of the chosen attribute or is preferred.
One sided tests (unilateral) also exist when there is prior expectation of the direction of
difference. Conclusions to be drawn include that there is no evidence of a difference or that
the previously declared sample is greater in the attribute intensity or is preferred. The
wording used on bilateral and unilateral score sheets is different.
Test principle
Two coded samples are presented. The panellists complete the scoresheet questions that have
been previously determined by the test objective.
Panellists
The test is fairly simple requiring minimal training but the panellists must understand the
attribute that is being tested. However, trained panellists may be selected if appropriate.
Twenty is a reasonable number when the panellists have been screened. Statistically,
numbers can be reduced to 7 for a trained panel, but when using completely untrained tasters
such as consumers, then much larger numbers (100+) are needed.
Two 3-digit randomly coded samples, one of each product, are presented. The sample
presented is representative of the product and all samples are prepared identically. Equal
numbers of AB and BA are randomly allocated to the panellists. Panellists are instructed to
assess the samples in a specific order (left to right) and identify which has the higher level of
a particular attribute or is preferred. The test is a forced choice test and ‘no difference’
responses are not allowed.
Analysis of results
Use standard statistical tables for unilateral tests (Table 3) and bilateral tests (Table 4). Count
the number of replies identifying a particular sample most frequently. Compare this value
with the number shown in the statistical table for the number of panellists used.
Questionaires
Name……………………….Date………………………….Time…………
Please assess them in the order shown below from left to right and indicate which sample
is sweetest by circling the appropriate code.
Please cleanse your palate between samples.
Comments……………………………………………………………………….
Name……………………….Date………………………….Time…………
Please assess them in the order shown below from left to right and indicate if sample 016
is sweeter than sample 983. Circle the response below.
YES NO
Comments……………………………………………………………………
Examples
Bilateral test
Two drinks ‘A’ and ‘B’, are offered to a panel of 30 assessors. The two samples are
presented under a random number, eg: ‘789’ and ‘379’. The test supervisor accepts a 5%
level of significance (ie: P< 0.05%). He does not know which of the two samples contains
more sugar.
Unilateral test
Two drinks, ‘A’ and ‘B’, are offered to a panel of 30 assessors. The two samples are
presented under a random number eg: ‘789’ and ‘379’. The test supervisor accepts a 1% level
of significance (ie: P<0.01%). He knows that drink ‘A’ contains more sugar than drink ‘B’.
Advantages/Disadvantages
Applications
Product Development
Quality Control
Shelf Life Measurement
RANKING TEST
The ranking test can be considered an extension of the paired comparison test. It is used to
place a series of three or more samples in a rank order to determine whether differences exist
between samples. Samples are ranked for a specified criterion, e.g. an attribute (bitterness,
crunchiness, hardness) or a preference. The criterion needs to be understood by the
panellists. The data obtained is ordinal and therefore provides directional differences between
samples but does not provide information about the degree of difference.
The ranking test is a simple way to compare samples and is useful for reducing the number of
test samples prior to performing another test and to evaluate panellist ability. In product
development, a ranking test can be used as a quick method of indicating the effects of
different raw materials, processing, or packaging and storage treatments.
Test principle
Samples are presented to the panellists simultaneously and are placed by the panellists into a
rank order relative to one another according to the specified criterion.
Panellists
Three or more 3-digit random coded samples are presented to panellists simultaneously for
assessment in a balanced or random (if more than 4 samples) order. All the samples are
prepared and presented identically. The maximum number of samples will depend on the
type of product. They are instructed to arrange the samples in rank order according to the
level of the specified criterion, and are instructed whether to assign rank 1 for the lowest or
highest level. It is a forced choice test and tied rankings are not permitted. A separate
scoresheet is used and completed separately if the rank order is required for more than one
criterion.
As a panellist, it is often easier to perform this test by arranging the samples in a provisional
order first and then to re-evaluate them before assigning final ranks.
Analysis of results
Rank totals are calculated for each sample and used to generate test statistics which are
compared to statistical tables. As samples are evaluated only in relation to each other, results
from one test cannot be compared to those from another unless they both tested the same
samples.
Example
A cordial manufacturer has been provided with two new samples of lemon flavour that are
cheaper than the existing flavour. The manufacturer wants to know if cordials are made at
the same flavour intensity, would it be cheaper to use either of the two new flavours.
Samples are prepared at the same concentration but in order to test this from a sensory
perspective the 3 samples are presented to 30 assessors who are asked to rank them in order
of flavour intensity. The results are presented below:
12
F= (58 2 + 612 + 612 ) − 3 × 30(3 + 1)
30 × 3(3 + 1)
= 360.2-360
= 0.2
From Table 7 the critical value for F with 2 degrees of freedom (df = number of samples –1)
is 5.99.
The technician must retain the null hypothesis that there is no difference between the flavour
strength of the three products.
RATING TEST
(AS2542.1.3 1995: 7.6 Selection of assessors for rating methods and 7.7 Selection of
assessors for descriptive analysis)
The rating test can be used to measure the perceived intensity of sensory characteristics eg
degree of strawberry flavour in a strawberry milkshake.
For this type of test the basic principles of sensory evaluation should be followed eg coded
samples, controlled test environment, number of samples tested. Panellists should be selected
based on their ability to give consistent ratings to the same sample and to discriminate
between samples checked by statistical analysis. The number of panellists used depends on
the degree of training but generally a minimum of eight highly trained, more if less trained.
Selection and training of panellists will be discussed later in a separate section.
The response scale used for rating may be in the form of a category scale or a line scale. A
category scale is a series of 7 – 15 boxes labelled to identify levels of intensity. With a line
scale, panellists respond by marking a position on a horizontal line labelled with “anchors” at
each end. An advantage of this type of scale is that panellists responses are not limited to a
number of categories on the scale and therefore it may be possible to identify more
differences between samples.
Strawberry flavour
Sample number 495 128
Extremely strong
Very strong
Moderate
Slight
Absent
Strawberry Flavour
Analysis of results
Ratings must be converted to numerical scores for analysis and interpretation. For category
scales, successive integers are assigned to successive categories and these are used in
analysis, e.g. with a 9-point scale, the integers 1-9 would be used. For graphic scales, the
distance, e.g. in mm, between the response mark and one end of the scale serves as the
response score.
The arithmetic mean and standard deviation, when obtained for each sample, serve as
measures of central tendency and variability, respectively. For statistical analysis, the
analysis of variance technique is appropriate (or a t-test in the case of one or two samples).
Correlation or regression analysis may be used for subjective/objective correlations.
Advantages
Disadvantages
Applications
Product Development
Quality Control
Storage Trials
Research
Example
The scoring method was used to determine if there was a difference in bitterness in cheddar
cheese made using three different milk-coagulating enzymes. Samples of cheese from each
treatment were coded and presented to 12 judges for evaluation. The order in which the three
samples were tasted was balanced so that each possible order was used twice: ABC, ACB,
BAC, BOA, CAB, CBA.
The ratings assigned by the judges were given numerical values, ranging from 0 points for
‘not bitter’ to 5 points for ‘extremely bitter’. The results are shown in the following table.
Judges Samples
A B C Total
1 3 0 1 4
2 2 2 2 6
3 3 1 2 6
4 1 1 0 2
5 3 1 3 7
6 2 1 1 4
7 3 2 2 7
8 2 0 1 3
9 3 1 2 6
10 4 2 3 9
11 1 1 0 2
12 2 2 2 6
Total 29 14 19 62
Mean 2.42a 1.17b 1.58b
Any two values not followed by the same letter are significantly different (P<0.05). Sample
A is significantly (P,0.05) more bitter than sample C and B. There is no significant
difference (P>.05) in bitterness between samples C and B.
When data are graded, as in rating scales then the t-test or other “parametric” statistics such
as analysis of variance are applied. These are discussed in a different section. In other
situations when we categorise performance into right or wrong answers and count numbers of
people who get tests correct or incorrect or those who make one choice over the other we call
this discrete categorical data. For these data we use a special distribution called the binomial
distribution and is useful for tests based on proportions. Some examples of how these tests
are used in sensory tests is given below.
Triangle Test
The triangle test is used when we want to know if there is a detectable difference between
two samples or products. Three samples are presented where two are the same and one is
different. Panellists are asked to pick the odd one out. Purely by luck the panellist has a one
in three chance of getting it right.
This forms the basis of the normal approximation to the binomial test. Lets accept that
p − pexp
z = obs where
pq / N
pobs is the proportion who answered correctly ie X/N
pexp is the proportion of people who we expect by chance ie 1/3
q = 1 - pexp
z is obtained from tables and for a one tailed risk of 5% is equal to 1.65.
Now for a range of N values (ie number who sit the test) we can get a range of X values (ie
the minimum number who must get the test right). These values have conveniently been
calculated and are already tabulated for use (see tables 1, 2).
0.778√30 + 30/3
or 14.26 correct to achieve significance.
Since we cannot have 0.26 of a person so we round up to 15. Therefore 15 out of 30 people
must get the triangle test right in order to reject the null hypothesis and conclude there is a
difference among the samples.
Duo Trio
This is similar to the triangle test except that a standard is presented and two other samples,
one of which is the same as the standard, are also given. The panellist has to pick which of
the two is the same as the standard so has a one in two chance of being correct. Tables for
this are also available but as it is less efficient than the triangle test it is not usually preferred
over the triangle test (see table 3).
Only two samples are given and panellists are asked to pick which sample is, for example,
sweeter than the other. The same tables as for the duo trio test can be used and a one-tailed
test is used when you expect one sample to be sweeter (for example) than the other. When
there is no preconceived idea of which sample may be sweeter then two-tailed test is
appropriate (see tables 3, 4).
Freidman Test
This is best demonstrated by example. Suppose 18 panellists are asked to rank three orange
juices in order of preference. What we want to know is. Are the ranked values for all
panellists the same? The results are as follows.
Panellist RANK
A B C
1 1 3 2
2 2 3 1
3 1 3 2
4 1 2 3
5 3 1 2
6 2 3 1
7 3 2 1
8 1 3 2
9 3 1 2
10 3 1 2
11 2 3 1
12 2 3 1
13 3 2 1
14 2 3 1
15 2 3 1
16 3 2 1
17 3 2 1
18 2 3 1
Sum (column total) 39 43 26
Tp
12
F=
JP ( P + 1)
∑ Tp2 − 3J ( P + 1)
For our example we get a F of 8.8. Now when the number of panellists is large or the number
of samples exceeds 5 then F follows the chi-squared distribution with P-1 degrees of
freedom. So looking up the chi-squared table (table 7) gives a critical value of 5.99. Since
our calculated F is greater than this we can reject our question and conclude that there are
significant differences between the samples. Pairwise comparisons can be made using the
formula below.
JP ( P + 1)
1.960 at the 5% level.
6
Two samples are different if the difference between their rank sums is greater than or equal to
11.76.
Although the difference from control test is a form of difference testing, the data we collect is
not discreet data so the analysis follows the ‘parametric’ tests that we use on rating scales.
These are discussed in the Statistics for Sensory: Descriptive Testing section.
DESCRIPTIVE TESTING
Descriptive testing is used to identify and provide a picture or “profile” of the important
sensory characteristics of a product. With sensory profiling more than two samples can be
assessed simultaneously. This type of test has the advantage of not only being able to tell you
whether or not there is a difference between samples but also the nature and magnitude of
these differences. Appearance, odour, flavour and texture can all be assessed in this way and
the characteristics can be quantified using various techniques and scales as outlined in this
section.
Applications:
• Tracking changes in the sensory characteristics of a product over time for shelf-life
evaluation
• Examining the sensory properties of a target product for new product development
• Examining sensory characteristics of different varieties of a product eg to look at
several varieties of apples in order to identify which varieties are sweetest, crunchiest
etc.
• Sensory diagnostics of ingredient, process or packaging changes
• Correlations with instrumental methods
This method was developed by Arthur. D. Little in the late 1940’s early 1950’s. It uses a
panel of 4-6 trained panellists. Panellists are selected by screening for sensory acuity,
interests, attitude and availability. A vocabulary is developed by exposure to a wide range of
products from the product category to be assessed. The list is then reviewed and refined and
reference standards and definitions applied to each term.
The panellists examine the products and the results are reported to the panel leader. Through
discussion in an open session lead by the panel leader, a consensus decision is reached for
each sample. Aroma, flavour and amplitude, which is the balance or blending of the flavour,
is assessed in this way. The scales used with this technique involve the use of numbers and
symbols and therefore cannot be analysed statistically. This method is therefore a qualitative
descriptive test. The main disadvantage with this type of test is that a dominant panel
member or the panel leader could easily influence the panels decision.
AROMA
Characteristic Intensity
Hoppy
Fruity
Sour
Yeasty
Malty
Amplitude(overall aroma)
FLAVOUR
Characteristic Intensity
Tingly
Sweet
Fruity
Bitter
Malty
Yeasty
Metallic
Astringent
Amplitude(overall flavour)
Comments
The Flavour Profile method was renamed the Profile Attribute Analysis with the introduction
of numerical scales. Mean scores could then be calculated and the data statistically analysed.
However consensus methods are still employed by some people. Again, this runs the risk of
a result being skewed by a dominant personality in the group.
This method was developed at General Foods in the 1960’s. It was based on the principles of
the Flavour Profile method to assess the textural characteristics of a product. Textural
characteristics are categorised into three groups, mechanical, geometrical and ‘other’
characteristics.
1. Mechanical: relating to the reaction of food to stress eg. hardness, chewiness and
adhesiveness
2. Geometrical characteristics: relating to the size, shape and orientation of the particles
within the food eg. grainy, fibrous and aerated
3. Other characteristics: relating to the perception of the moisture and fat contents of the
food
The order in which the characteristics are assessed is also very important. The order of
assessment is first bite, “chewing” or masticatory second phase and residual or third phase.
Panellists are selected on their ability to discriminate between textural differences in the
product area to be trained. Six to ten panellists are suggested.
Standardised terminology and rating scales are used for the assessments and each scale point
is anchored with a specific food. Initially the technique used an expanded version of the
Flavour Profile scale, however more recently category and line scales have been used.
Panellists each make their own individual judgement and then depending on the type of scale
used, a consensus decision is reached or statistical analysis is performed on the data.
This method of descriptive analysis was developed in the 1970’s. Ten to twelve panellists are
selected by screening for ability to discriminate between products, their ability to verbalise
their perceptions and to work as a group. The first step is to expose the panellists to a wide
range of products from the product category to be assessed. Each panellist individually lists
as many descriptive words possible that describe differences between the products. Hedonic
terms such as nice, good, bad, etc are not allowed. Through a group discussion, the list of
descriptive words is narrowed down to remove duplications and redundant terms until a
standardised vocabulary is reached. This standardised vocabulary then needs to be defined
with verbal definitions or reference standards and anchor points for the scale agreed upon.
The panel also decides the order in which the terms are to be assessed. During this process
the panel leader only acts to facilitate the discussion and provide references but does not
influence or lead the panel. Trial evaluations are then carried out using the agreed vocabulary
and refinements may be made until the panel is happy with the terms used. The panel leader
evaluates the results from these trial sessions and once confident the results are reliable and
repeatable the actual assessment can take place. The assessment and trial sessions are
completed in sensory booths following the basic principles of sensory evaluation. An
unstructured 6-inch or 15cm line scale is used to measure the intensities of the agreed
characteristics. Several replicates (3+) are required to validate the data. Data is then
analysed using an analysis of variance. The results are often displayed visually on a spider
web or star diagram.
Other Methods
Other methods which you may come across in literature but which will not be discussed in
detail in this workshop are:
Spectrum Method
Time Intensity
This is used to track the changes in perception of a particular attribute of a product over time.
For example you might rate the intensity of mint flavour perceived in chewing gum over a 3
minute period. This can be measured using pencil and paper or using one of the sensory
software packages with time intensity facilities.
Unlike other descriptive testing techniques this method does not use an agreed vocabulary to
assess the samples. Each panellist generates their own list of terms and scales, although they
must use these consistently for all samples. The data from this type of assessment is then
analysed using Generalised Procrustes analysis. The main advantage of this technique is the
time saved on training a panel, however interpretation of individual attributes can be
subjective as the terms are not defined as with other descriptive testing methods.
We mentioned earlier about different types of data and how they are analysed using different
statistical methods. In this section we will look at the most common form of statistical
analysis for rating or preference type data, the paired t-test and Analysis of Variance (one
way and two way also known as repeated measures analysis of variance). We will also
introduce some advanced methods for separating data into logical groups using Principal
Component Analysis.
A common question we have in sensory evaluation is when we are comparing two products
or samples and we want to know if they are the same or different. We can use statistics and
in particular the paired t test to determine statistical difference. We calculate a t value from
the formula below and compare it to some tabled values for probabilities less than our
accepted risk, usually a probability of 0.05.
Here is an example taken from O’Mahony. Intensity scores for two products are measured by
10 panellists on a 25 point scale.
Score
Panellist Product A Product B Difference - d d2
1 20 22 2 4
2 18 19 1 1
3 19 17 -2 4
4 22 18 -4 16
5 17 21 4 16
6 20 23 3 9
7 19 19 0 0
8 16 20 4 16
9 21 22 1 1
10 19 20 1 1
N = 10 ∑ d = 10 ∑d 2
= 68
d =1
If we had four flavour scores, and knew three of them plus the variance or standard deviation
then we could calculate the value of the fourth unknown data point. In general, degrees of
freedom are equal to the sample size, minus the number of parameters we are estimating. We
need this value when looking up statistical tables.
The tabulated t value for df = 9, two-tailed, p=0.05 is 2.262 (see table 6). A word on two-
tailed and one-tailed test. If we simply wish to test whether a mean is different from the
population then we use a two-tailed test. However, if it is directional ie. greater than or less
than then we need a one-tail test. Our value of 1.25 is less than this so we do not reject our
notion that product A is the same as product B. Our data indicates that the difference scores
are not significantly different from 0.
Analysis of Variance
If we have only two samples we want to compare then we can use the paired t-test as
described earlier and establish a difference if it is there. If we have four samples then we
could do six paired t-tests and cover all possible pairings of the four treatments. This
however becomes very inefficient and unreliable as the number of samples increase. An
alternative to this is to use a technique known as analysis of variance to compare several
samples at the same time.
Analysis of variance looks at the amount of variance attributed to the samples or treatments
and also estimates the error variance or natural variation. By then doing a ratio of these
variances (ie signal to noise) we can then compare this to tabulated values. The distribution
is known as the F distribution and we calculate a F ratio or F test.
Suppose we have 10 panellists rating three samples of mango for mango flavour intensity on
a nine point scale. Their results are entered into a computer that then completes a two-way
analysis of variance and gives the following table.
The F ratio for samples is 11.80 which is greater than the tabulated value of 6.01 at P=0.01
with 2 and 18 degrees of freedom (often ** indicates significance at P=0.01, * for P=0.05).
This means that the variability due to samples is greater than that occurring naturally so there
are differences between the mango flavour intensity of the three mango samples.
Now to further test which pairs are significantly different we have a number of options. The
most common test would be the least significant difference (lsd) test which is based on the t-
test. The lsd tells us what the minimum difference between two means must be for there to
2
be a significant difference. The formula is t α ,df ems where ems is the error mean
n
square and n is the number of observations per sample and t come from tables of calculated
values.
In this example the lsd (P=0.01) is 1.32, so any two means with a difference greater than this
lsd are significantly different.
Other pairwise comparison tests are Duncan’s multiple range and Tukeys honestly significant
difference (HSD). Formulas for these tests can be found in most statistical textbooks or in
some cases the computer package may do the test for you.
You will also note that the panellist’s F ratio is not significant (ns), indicating the average
score given by any one judge is not that different to another judge’s score. Quite often the
panellists F ratio is significant, indicating that they are using different parts of the scale. With
highly trained panels, panellists tend to agree on the use of the scales.
An extension to the two-way analysis of variance is the three-way analysis of variance where
we add replicates to the AOV table to provide a complete analysis of the experimental data.
The analysis of the data from this test can take a number of forms but I will outline the most
common and simplest to use. If you have a blind control and one test sample then you can
perform a paired t-test. If you have more than two samples then you can use analysis of
variance techniques and pairwise comparisons to determine differences.
An example taken from Meilgaard et al is given below. Forty-two judges are asked to
measure the perceived overall sensory difference between two prototypes (samples F and N)
and the regular analgesic cream (control). A category scale is used where 0 is no difference
and 10 is extreme difference.
Within a row, means not followed by a similar letter are significantly different at the 95%
confidence level.
It is concluded that both samples F and N were found to be significantly different from the
control. Descriptive testing is recommended to determine the nature of these differences.
When we have lots of data and have asked our panel a number of questions we need a
technique for reducing the data down to a manageable size. The aim of the technique is to
reduce the number of variables that describe a sample to that of fewer dimensions. If we
reduce to two then we can plot the results onto a graph. These two dimensions are called
principal components and are a linear combination of the original variables.
It is useful for classifying a number of products by grouping them according to the variables
that describe them. Below is an example of the separation of nine coffees using principal
components.
Fragrant
Sweet
Oil
Cereal
Wetwood Roast
When developing a sensory panel, there are several areas that need to be addressed that include:
Selection
Training
Recruitment
Panel members are usually recruited from staff in laboratories, offices and the plant of a
company. Some companies test their products at a different company facility. External
panellists may also be recruited from the community nearby if the sensory panel work is
going to be very time consuming.
Pre-screening questionnaire
interest in participating in the screening and training program as well as ongoing work
availability
general good health (note any illnesses or allergies and permanent impairment to the
senses)
any food idiosyncrasies (strong food dislikes or reactions to foods)
other information that might be relevant (age, sex, nationality, cultural and religious
background, previous sensory experience, smoking habits)
In a company situation, distribute questionnaires for employees to fill in, detailing the above
criteria. If you make all the questions optional you will find that the majority of people
respond truthfully. Pre-screening questionnaires can also be used to select individuals who
can describe sensory concepts. Record all the information you receive in some form of
database. Based on the above criteria, decide which prospective panellists are to proceed in
the screening process.
Interview
Individual interviews are required to determine whether prospective panellists will work well in
a group situation as well as for the analytical approach required in descriptive testing. An
interview is also used to confirm interest and availability.
For a descriptive sensory panel, there is a large investment involved in terms of both time and
money. It is best to complete a thorough screening process rather than training unsuitable
subjects. During the selection process, it is important to make note of both attendance and
personalities of panellists. A panellist who is repeatedly late or unavailable can be more trouble
than they are worth. Someone who distracts other panellists by talking or making comments,
despite repeated requests to remain silent while testing, is a liability, not an asset.
However, it is recognised that the best panellists available may need to be used although they
may not necessarily meet all the requirements.
Prior to the first screening test, a preliminary session is a good idea to set the rules that may need
to be enforced politely but firmly.
Avoid eating, drinking, smoking or chewing gum for 30 minutes before testing.
Do not talk or distract other panellists while testing.
Read any instructions on the scoresheet before starting to evaluate samples.
Make sure you evaluate the samples in the required order.
Don't forget to fill in your name and the date.
Do not discuss samples with other panellists until after they have evaluated the samples.
Have confidence in your own judgement.
Ignore your personal likes and dislikes.
Sensory screening tests also give the prospective panellists an indication of the methods used in
sensory analysis. The screening tests used should be chosen with the envisaged sensory
program in mind. Basic tastes and odours are commonly used for screening tests as well as
materials that illustrate the attributes that may be included in the sensory program. Samples of
A series of triangle or duo-trio tests may be completed to assess the ability of the potential
panellists to detect small differences between stimuli at supra-threshold levels. Preferably,
potential panellists should respond correctly 100% of the time.
Matching tests may be used to evaluate the ability of a prospective panellist to distinguish
between different sensory stimuli.
In order to evaluate the ability of the panellists to describe sensory responses, a series of
products can be presented and potential panellists asked to describe the sensory impression. The
products used should be related to those that will be used in the envisaged sensory testing.
For example, a range of odours may be presented:
Panellists are given these samples to assess one at a time and asked to describe the odour using
his/her own words. A system of marking can be devised e.g. 4 points for absolutely correct, 3
points for correct in general terms, 2 points for a vague association, 1 point for a wrong
association and 0 points for no response. A satisfactory level for selection of panellists needs to
be specified in relation to the materials used. Similar techniques can be applied for taste and
texture.
The potential panellists may be screened for their ability to rank or rate products for selected
attributes using the same technique as the final panel will use. All potential panellists are
presented with the samples in the same order. Panellists are chosen if a satisfactory level is
attained which will depend on the intensities of the samples used. Also check that they have
used most of the scale.
Training
In this phase, it is important that the panellists develop confidence as well as the skills for
product assessment. Panellists must be taught the correct procedures for evaluating samples
and ways to reduce or eliminate sensory adaptation. They must also learn to disregard their
personal preferences. Between 40 and 120h of training are required for a descriptive sensory
panel which will depend on the product, the number of attributes as well as the validity and
reliability required. A trained panel usually consists of 10-20 panellists.
The initial stage of training involves vocabulary development. The entire range of products
is presented to the panellists. They are instructed to individually assess the sensory
differences between the samples and record any differences as descriptive words. On
completion of this task, the panellists each list the attributes used to describe each sample. At
this time, it is very important that the panel leader does not lead or judge the descriptive
words generated by the panellist although they can ask for clarification. The panellists
themselves will usually start to move towards a general consensus once the total attribute list
has been generated.
It is then the role of the panel leader to provide reference standards for the attributes that have
been previously selected by general panel consensus. The references can be used to help the
panellists to identify and remember a sensory attribute found in the sample. The references
may be chemicals, ingredients or products. The panellists then assess the samples alongside
the references until a consensus is reached regarding the sensory attributes, reference
standards and definitions. This process should continue until the panellists are all happy and
understand the terms used.
Towards the end of training, a scoresheet is created by the panellists. The panellists decide
on the order in which the attributes are to be assessed. Generally the panel leader decides on
the type of scale used, although the panel decides on the verbal anchors to be used.
Once the panellists have become familiar with the samples, references and definitions, panel
evaluation sessions are completed that should be similar to the final testing situation. The
panellists are presented with coded samples in triplicate and asked to rate them using the
scoresheets and attribute scales they have trained with. By statistically analysing the data, the
panel leader will be able to determine if further training is required or if the evaluation phase can
begin.
Like any instrument, the performance of individual panellists as well as the panel as a whole
needs to be monitored to check they are producing reliable results. Reliability is checked by
completing test replications and the descriptive data obtained is analysed statistically using an
analysis of variance.
Motivation of panellists is one of the most important factors in maintaining an efficient trained
sensory panel. If panellists are motivated and interested they will perform well. For panellists, a
sense of completing meaningful work is an important source of motivation. When appropriate
on completion of a project, feedback should be given to the panel as to the project objectives and
outcomes and the contribution of the sensory results. Individual panellist feedback is also
important. They should be made to feel that attendance at sensory evaluation sessions is
important. This can be reinforced by running sessions strictly and efficiently to keep their time
input to a minimum.
Ongoing records of panellists' training and experience are invaluable. In some instances training
can occupy more time than the actual experimental testing sessions, especially when you first
start. However, if the job is done correctly right from the start, your trained panel will be one of
the most valuable resources in the company. Make sure you look after them.
Panellists who have a great deal of experience in assessing a particular product are often referred
to as "Expert tasters". Commodities that utilise expert tasters include the tea, coffee, wine and
dairy industries. These panels usually include only 2 or 3 highly trained tasters. These tasters
are particularly sensitive to the nuances of a specific product. They also have the ability to carry
the characteristics of standard samples in their sensory memory. It takes a great deal of practice
to develop the skill and requires continued tasting to stay "tuned". They are usually responsible
for arranging the tasting conditions and samples themselves, in addition to actually tasting and
making a final report. This type of panel is most frequently used to assign a quality grade to a
finished product, as in butter and cheese grading. In the wine and coffee industries one expert
may use these skills to blend individual components to produce a final product with the desired
characteristics.
REPORTING
As with any other scientific experiment your sensory testing needs to be reported in a clear
and concise manner. The Australian standards for each test type details what should be
included in the report.
The results obtained should be interpreted and conclusions drawn using all the information
gathered in the experiment. Recommendations may also need to be included depending on
the nature of the work.
Remember that it is much easier to write the report if you keep a record as you go along!
SELECTED BIBLIOGRAPHY
American Meat Science Association, “Guidelines for Cookery and Sensory Evaluation of
Meat”, AMS, USA, 1978.
ASTM, “Manual on Sensory Testing Methods”, STP 434, Am. Soc. Test. Makr.,
Philadelphia, Pennsylvania, 1968.
Bartoshuk, L M, “The biological basis of food perception and acceptance” Food Quality &
Preference 4: 21-32, 1993.
Bourne, M C, “Food Texture and Viscosity: Concept and Measurement”, Academic Press
Inc., California, 1982.
Gacula M C., “Design and analysis of Sensory Optimization”, Food & Nutrition Press. 1993.
Gacula, M C and Singh, J, “Statistical Methods in Food and Consumer Research, New York:
Academic Press, 1984.
Lawless, H T, “Pepper potency and the forgotten flavour sense” Food Technology 43 (11):
52, 57-58, 1989.
Lyman, B, “A Psychology of Food”, Van Nostrand Reinhold Co. Inc., New York, USA,
1989.
Moskowitz, H R, “New Directions for Product Testing and Sensory Analysis of Foods”, Food
& Nutrition Press, Inc. 1985.
Moskowitz, H, “Applied Sensory Analysis of Food”, Volumes 1 and 2, CRC Press, Florida,
USA, 1988.
O’Mahony, M & Ishii, I “Do you have an umami tooth?” Nutrtion Today May/June, 1985.
Piggott, J R, “Sensory Analysis of Food”, London: Elsevier Applied Science, 1988 (2nd
edition now available).
Rutledge, K P and Hudson, J M, “Sensory Evaluation: Method for Establishing and Training
a Descriptive Flavour Panel, Food Technology 44 (12): 78-84, 1990.
Stone, H and Sidel, J L, “Sensory Evaluation Practices”, 2nd edition, New York: Academic
Press, 1992.
JOURNALS
MacFie, H J., Meiselman, H L., “Food Quality and Preference”. Elsevier Applied Scien
Source : .E.B .Roessler et al.. Journal of Food Science, 1978, 43, 940-947
COPYRIGHT 97 R L Mason and S M Nottingham
Table 4: Minimum Numbers of Agreeing Judgements Necessary to Establish Significance at Various
Probability Levels for the Paired – Preference Tests and Difference (two tailed, p=1/2).
Probability Levels
No. of trials (n) 0.05 0.04 0.03 0.02 0.01 0.005 0.001
7 7 7 7 7
8 8 8 8 8 8
9 8 8 9 9 9 9
10 9 9 9 10 10 10
11 10 10 10 10 11 11 11
12 10 10 11 11 11 12 12
13 11 11 11 12 12 12 13
14 12 12 12 12 13 13 14
15 12 12 13 13 13 14 14
16 13 13 13 14 14 14 15
17 13 14 14 14 15 15 16
18 14 14 15 15 15 16 17
19 15 15 15 15 16 16 17
20 15 16 16 16 17 17 18
21 16 16 16 17 17 18 19
22 17 17 17 17 18 18 19
23 17 17 18 18 19 19 20
24 18 18 18 19 19 20 21
25 18 19 19 19 20 20 21
26 19 19 19 20 20 21 22
27 20 20 20 20 21 22 23
28 20 20 21 21 22 22 23
29 21 21 21 22 22 23 24
30 21 22 22 22 23 24 25
31 22 22 22 23 24 24 25
32 23 23 23 23 24 25 26
33 23 23 24 24 25 25 27
34 24 24 24 25 25 26 27
35 24 25 25 25 26 27 28
36 25 25 25 26 27 27 29
37 25 26 26 26 27 28 29
38 26 26 27 27 28 29 30
39 27 27 27 28 28 29 31
40 27 27 28 28 29 30 31
41 28 28 28 29 30 30 32
42 28 29 29 29 30 31 32
43 29 29 30 30 31 32 33
44 29 30 30 30 31 32 34
45 30 30 31 31 32 33 34
46 31 31 31 32 33 33 35
47 31 31 32 32 33 34 36
48 32 32 32 33 34 35 36
49 32 33 33 34 34 35 37
50 33 33 34 34 35 36 37
60 39 39 39 40 41 42 44
70 44 45 45 46 47 48 50
80 50 50 51 51 52 53 56
90 55 56 56 57 58 59 61
100 61 61 62 63 64 65 67
n2\n1 1 2 3 4 5 6 8 12 24 8
1 161.40 199.50 215.70 224.60 230.20 234.00 238.90 243.90 249.00 254.30
2 18.51 19.00 19.16 19.25 19.30 19.33 19.37 19.41 19.45 19.50
3 10.13 9.55 9.28 9.12 9.01 8.94 8.84 8.74 8.64 8.53
4 7.71 6.94 6.59 6.39 6.26 6.16 6.04 5.91 5.77 5.63
5 6.61 5.79 5.41 5.19 5.05 4.95 4.82 4.68 4.53 4.36
6 5.99 5.14 4.76 4.53 4.39 4.28 4.15 4.00 3.84 3.67
7 5.59 4.74 4.35 4.12 3.97 3.87 3.73 3.57 3.41 3.23
8 5.32 4.46 4.07 3.84 3.69 3.58 3.44 3.28 3.12 2.93
9 5.12 4.26 3.86 3.63 3.48 3.37 3.23 3.07 2.90 2.71
10 4.96 4.10 3.71 3.48 3.33 3.22 3.07 2.91 2.74 2.54
11 4.84 3.98 3.59 3.36 3.20 3.09 2.95 2.79 2.61 2.40
12 4.75 3.88 3.49 3.26 3.11 3.00 2.85 2.69 2.50 2.30
13 4.67 3.80 3.41 3.18 3.02 2.92 2.77 2.60 2.42 2.21
14 4.60 3.74 3.34 3.11 2.96 2.85 2.70 2.53 2.35 2.13
15 4.54 3.68 3.29 3.06 2.90 2.79 2.64 2.48 2.29 2.07
16 4.49 3.63 3.24 3.01 2.85 2.74 2.59 2.42 2.24 2.01
17 4.45 3.59 3.20 2.96 2.81 2.70 2.55 2.38 2.19 1.96
18 4.41 3.55 3.16 2.93 2.77 2.66 2.51 2.34 2.15 1.92
19 4.38 3.52 3.13 2.90 2.74 2.63 2.48 2.31 2.11 1.88
20 4.35 3.49 3.10 2.87 2.71 2.60 2.45 2.28 2.08 1.84
21 4.32 3.47 3.07 2.84 2.68 2.57 2.42 2.25 2.05 1.81
22 4.30 3.44 3.05 2.82 2.66 2.55 2.40 2.23 2.06 1.78
23 4.28 3.42 3.03 2.80 2.64 2.53 2.38 2.20 2.00 1.76
24 4.26 3.40 3.01 2.78 2.62 2.51 2.36 2.18 1.98 1.73
25 4.24 3.38 2.99 2.76 2.60 2.49 2.34 2.16 1.96 1.71
26 4.22 3.37 2.98 2.74 2.59 2.47 2.32 2.15 1.95 1.69
27 4.21 3.35 2.96 2.73 2.57 2.46 2.30 2.13 1.93 1.67
28 4.20 3.34 2.95 2.71 2.56 2.44 2.29 2.12 1.91 1.65
29 4.18 3.33 2.93 2.70 2.54 2.43 2.28 2.40 1.90 1.64
30 4.17 3.32 2.92 2.69 2.53 2.42 2.27 2.09 1.89 1.62
40 4.08 3.23 2.84 2.61 2.45 2.34 2.18 2.00 1.79 1.51
60 4.00 3.15 2.76 2.52 2.37 2.25 2.10 1.92 1.70 1.39
120 3.92 3.07 2.68 2.45 2.29 2.17 2.02 1.83 1.61 1.25
8 3.84 2.99 2.60 2.37 2.21 2.09 1.94 1.75 1.52 1.00
Source : Table 9 is taken from Table V of Fisher and Yates : 1974 Statistical Tables for Biological, Agricultural and Medical
Research published by Longman Group UK Ltd. London (previously published by Oliver and Boyd Ltd. Edinburgh) and by
permission of the authors and publishers.
n2\n1 1 2 3 4 5 6 8 12 24 8
1 4052 4999 5403 5625 5764 5859 5981 6106 6234 6366
2 98.49 99.00 99.17 99.25 99.30 99.33 99.36 99.42 99.46 99.50
3 34.12 30.81 29.46 28.71 28.24 27.91 27.49 27.05 26.60 26.12
4 21.20 18.00 16.69 15.98 15.52 15.21 14.80 14.37 13.93 13.46
5 16.46 13.27 12.06 11.39 10.97 10.67 10.29 9.89 9.47 9.02
6 13.74 10.92 9.78 9.15 8.75 8.47 8.10 7.72 7.31 6.88
7 12.25 9.55 8.45 7.85 7.46 7.19 6.84 6.47 6.07 5.65
8 11.26 8.65 7.59 7.01 6.63 6.37 6.03 5.67 5.28 4.86
9 10.56 8.02 6.99 6.42 6.06 5.80 4.47 5.11 4.73 4.31
10 10.04 7.56 6.55 5.99 5.64 5.39 5.06 4.71 4.33 3.91
11 9.65 7.20 6.22 5.67 5.32 5.07 4.74 4.40 4.02 3.60
12 9.33 6.93 5.95 5.41 5.06 4.82 4.50 4.16 3.78 3.36
13 9.07 6.70 5.74 5.20 4.86 4.62 4.30 3.96 3.59 3.16
14 8.86 6.51 5.56 5.03 4.69 4.46 4.14 3.80 3.43 3.00
15 8.68 6.36 5.42 4.89 4.56 4.32 4.00 3.67 3.29 2.87
16 8.53 6.23 5.29 4.77 4.44 4.20 3.89 3.55 3.18 2.75
17 8.40 6.11 5.18 4.67 4.34 4.10 3.79 3.45 3.08 2.65
18 8.28 6.01 5.09 4.58 4.25 4.01 3.71 3.37 3.00 2.57
19 8.18 5.93 5.01 4.50 4.17 3.94 3.63 3.30 2.92 2.49
20 8.10 5.85 4.94 4.43 4.10 3.87 3.56 3.23 2.86 2.42
21 8.02 5.78 4.87 4.37 4.04 3.81 3.51 3.17 2.80 2.36
22 7.94 5.72 4.82 4.31 3.99 3.76 3.45 3.12 2.75 2.31
23 7.88 5.66 4.76 4.26 3.94 3.71 3.41 3.07 2.70 2.26
24 7.82 5.61 4.72 4.22 3.90 3.67 3.36 3.03 2.66 2.21
25 7.77 5.57 4.68 4.18 3.86 3.63 3.32 2.99 2.62 2.17
26 7.72 5.53 4.64 4.14 3.82 3.59 3.29 2.96 2.58 2.13
27 7.68 5.49 4.60 4.11 3.78 3.56 3.26 2.93 2.55 2.10
28 7.64 5.45 4.57 4.07 3.75 3.53 3.23 2.90 2.52 2.06
29 7.60 5.42 4.54 4.04 3.73 3.50 3.20 2.87 2.49 2.06
30 7.56 5.39 4.51 4.02 3.70 3.47 3.17 2.84 2.47 2.01
40 7.31 5.18 4.31 3.83 3.51 3.29 2.99 2.66 2.29 1.80
60 7.08 4.98 4.13 3.65 3.34 3.12 2.82 2.50 2.12 1.60
120 6.85 4.79 3.95 3.48 3.17 2.96 52.66 2.34 1.95 1.38
8 6.64 4.60 3.78 3.32 3.02 2.80 2.51 2.18 1.79 1.00
Source : Table 9 is taken from Table V of Fisher and Yates : 1974 Statistical Tables for Biological, Agricultural and Medical
Research published by Longman Group UK Ltd. London (previously published by Oliver and Boyd Ltd. Edinburgh) and by
permission of the authors and publishers.
a
The value listed in the table is the critical value of t for the number of degrees of freedom listed in the left
column for a one- or two-tailed test at the significance level indicated at the top of each column. If the
observed t is greater than or equal to the tables value, reject Ho.
Source: Table III of Fisher and Yates, Statistical Tables for Biological, Agricultural and Medical
Research, published by Longman Group Ltd, London (previously published by Oliver and Boyd Ltd,
Edinburgh) and by permission of the authors and publishers.
Source: Table IV of Fisher and Yates, Statistical Tables for Biological, Agricultural and Medical
Research, published by Longman Group Ltd, London (previously published by Oliver and Boyd Ltd,
Edinburgh) and by permission of the authors and publishers.