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Article history: In classic consumer science, liking has generally been measured with the 9-point hedonic scale. In recent
Received 4 December 2012 years, signal detection procedures where consumers rank products in terms of preference have been
Received in revised form 6 March 2013 used, together with an R-index that measures the distance in preference. Ranking has been found to
Accepted 6 March 2013
be friendlier for consumers, being a more ‘‘natural’’ exercise than scaling. However, scaling has the advan-
Available online 13 March 2013
tage of quantifying liking, resulting in data sets that can be treated further, for example through prefer-
ence mapping, together with sensory data from a trained panel or from consumers. Preference mapping is
Keywords:
very useful for product development and as a communication tool.
Coffee
Preference mapping
This study compared two preference mapping approaches, one using a data set from hedonic scaling
Open comments plus intensity questions and the other using preference ranking data coupled with open comments.
9-Point hedonic scale Preference ranking tests plus open comments by consumers proved a very promising method as it pro-
Preference ranking duced very similar internal preference map results to ‘‘traditional’’ preference mapping from liking scales.
R-index This quicker and easier method in terms of practical implementation has the added advantage of eliciting
drivers of liking and disliking directly from consumers, as these cannot be obtained through attribute
intensity assessment or by using a trained panel.
Ó 2013 Elsevier Ltd. All rights reserved.
1. Introduction Coffee is a product that can be drunk on its own or mixed with
others (milk, sugar, condensed milk, etc.), making it a typical seg-
The increasing quantity and variety of food products appearing mented product for which groups with well differentiated con-
on the market is making consumers more demanding about their sumption patterns can be identified. Bitterness is generally
purchases (Clemons, 2008). It is not enough to find out how much considered a negative attribute in food, yet many individuals enjoy
consumers like a product, their opinions and the variety of their a certain amount of bitterness in products such as coffee, beer, or
needs must be carefully studied (Chrea et al., 2011; Onwezen dark chocolate (Harwood, Ziegler, & Hayes, 2012). Cristovam, Rus-
et al., 2012); there are no universally liked odors or tastes, one per- sell, Paterson, and Reid (2000) found differences between men’s
son may dislike what another person likes (Moskowitz & Bernstein, and women’s preferences for six blends of different coffee bean
2000). Consumers may present differentiated preference patterns varieties in cappucino coffees.
for some products because of their different hedonic responses, Internal or external preference mapping approaches can be ap-
forming groups with shared hedonic patterns. This is known as plied to understanding these kinds of consumer preference pat-
consumer segmentation. In some foods, considerable variations tern. Preference mapping is a group of methods for investigating
in taste, intensity of flavor or sensory profile can lead to a segmen- consumers’ hedonic responses to a set of products through multi-
tation of consumers. These variations can be intrinsic to the prod- variate statistical mapping methods (Næs, Brockhoff, & Tomic
uct, such as sharp, crunchy apples versus sweet, mealy ones 2010). In internal preference mapping the sensory profile of the
(Jaeger, Andani, Wakeling, & MacFie, 1998) or may be due to products is related to liking ratings from a representative sample
changes in formulation that modify the sensory properties, as in of consumers, using only consumer data to determine consumer
milk desserts that vary in flavor and texture (Ares, Giménez, Barre- preference patterns, and to build a map representing the prefer-
iro, & Gámbaro 2010) or low and high intensity chocolates (Janu- ence space. Afterwards, the sensory description is linked by
szewska & Viaene, 2001). regressing it onto the consumer map (Ares, Varela, Rado, & Gimé-
nez 2011). Internal preference mapping has been identified as
advantageous for marketing actionability and new product creativ-
ity as the preference space is created on the basis of consumers’ re-
⇑ Corresponding author. Tel.: +34 963 900 022; fax: +34 963 636 301. sponses alone (MacFie, 2007; van Kleef, van Trijp, & Luning 2006).
E-mail address: pvarela@iata.csic.es (P. Varela).
0950-3293/$ - see front matter Ó 2013 Elsevier Ltd. All rights reserved.
http://dx.doi.org/10.1016/j.foodqual.2013.03.004
P. Varela et al. / Food Quality and Preference 32 (2014) 152–159 153
This technique reveals the main factors underlying the consumers’ or unstructured scales labeled from ‘‘low’’ to ‘‘high’’. This method
liking, providing the main preference directions that separate con- has been much criticized. Kim and O’Mahony (1998) and Meilgaard
sumers with different liking patterns (consumer segments) and et al. (2006) have described various scaling effect and lack of dis-
linking them to product characteristics (Ares, Gimenez, & Gam- crimination issues. Other ways to measure consumer perception
baro, 2006; Lê & Ledauphin, 2006; Parente, Manzoni, & Ares, include that suggested by Parente et al. (2011), who proposed
2011; Thompson, Drake, Lopetcharat, & Yates, 2004). building a preference map based on consumers’ responses to a
The most common way to collect data for preference maps is to check-all-that-apply (CATA) question on commercial antiaging
measure consumer liking through acceptance tests, using 9-point cosmetic creams. Ten Kleij and Musters (2003) proposed analyzing
hedonic scales and presenting the samples in a monadic sequence. open-ended questions to complement preference mapping in a
This type of test makes it possible to apply parametric statistical study of mayonnaises, asking the consumers to volunteer words
analysis and directly compare data across studies. Although these about the sensations the product aroused in them. Ares et al.
scales make it possible to assess the degree of liking quantitatively, (2010) conducted a similar study with milk-based desserts. How-
they are not very intuitive for consumers, as although the values on ever, none of these studies asked whether the terms employed
the scale are the same, the consumers may not all have the same were related to liking or disliking, thus losing relevant information
values when they work out a scoring pattern. This will vary inter- that can give important clues to buying decisions. Symoneaux,
nally with the previous experience of each panelist, who will intu- Galmarini, and Mehinagic (2012) conducted a study in which the
itively tend to compare samples, and the distance between the untrained consumer panelists, after rating apples on a 7-point he-
points will respond to each consumer’s ‘‘internal scale’’ (Lawless donic scale, were allowed to write words freely to indicate their
& Heyman, 2010). The multidimensional representation of prod- ‘‘likes’’ or ‘‘dislikes’’. Further discussion on the use of open ended
ucts and consumers in an internal preference map is generally ob- questions or word association techniques for product profiling pur-
tained via PCA of a matrix of products x consumers, the data being poses could be found in Varela and Ares (2012).
the hedonic score derived of the scaling exercise. The obtained map The objectives of the present work were to study consumers’
allows the visualization of the samples that received the highest liking patterns for a segmented product (coffee, varying the inten-
hedonic scores together with the consumers that preferred them: sity of the coffee in the samples by adding different amounts of
the vectors indicate liking directions for each consumer. After- milk and sugar) through internal preference mapping, comparing
wards, the sensory description is linked by regressing it onto the two methods. The study proposes a quick, simple approach, col-
consumer map (Varela, in press). lecting data through preference ranking coupled with open com-
Another option for building a preference map is to use a differ- ments, compared with a more classic approach using a 9-point
ent preference test, as a preference ranking to measure hedonic hedonic scale coupled with intensity questions.
appreciation. These tests present all the samples together and
the consumers rank them by preference. The data obtained are 2. Materials and methods
ordinal. The disadvantage of this is that the preference ranking of
the samples is not comparable from one experiment to another. 2.1. Sample preparation
The advantage is that they are simpler and more natural for con-
sumers (Hein, Jaeger, Carr, & Delahunty, 2008; Lawless & Hey- Six samples were prepared with different proportions of instant
mann, 2010). Conceptually, ranking samples by preference has coffee (NescaféÒ, Nestlé España S.A., Barcelona, Spain), white sugar
been recognized as a very simple task (Meilgaard, Civille, & Carr, (Azucarera Ebro S.L., Valladolid, Spain), whole milk (UHT Cremosi-
2006). However, some authors have identified it as a complicated taÒ, Leite Rio S.L., Lugo, Spain) and tap water (Table 1).
one if there are many samples and many parameters to be as- The quantity of instant coffee remained constant at 3.5 g (2
sessed, as this leads to tiredness and to not rating the last samples spoonfulls) per 0.20 L cup, the quantity recommended by the man-
in the same way as the first ones (Moskowitz, 2005). Apart from ufacturer. The quantities varied were those of the sugar, water and
being more natural and in general easier for consumers, another milk. The concentrations of the six samples finally used were cho-
advantage of the ranking procedure is from a practical point of sen so that they would be quite different from each other, covering
view, the shorter time of the test; setting up a ranking procedure a wide range from ‘‘little milky flavor and not very sweet’’ to
is definitely shorter and easier than rating the same number of ‘‘strong milky flavor and very sweet’’. Samples were selected in a
samples, where only one tray with all the samples is given to the bench top tasting between the researchers and members of a
consumers, instead of having to follow a design and changing trays descriptive panel (not trained in coffee evaluation, but with sen-
between tastings. The limitation of this technique is that it gives no sory training), in order to get samples different enough ranging
indication of the size of the differences. This can be solved in part in coffee intensity, milky/creaminess and sweetness.
by analyzing the data with the R-index, which explains the proba- A consumption temperature of around 60 °C was chosen (Lee &
bility of choosing one sample rather than another (Brown, 1974; O’Mahony, 2002). Thermos flasks for 1.9 L of liquids (Valira, Reus,
Hye Seong & van Hout, 2009). Ordinal data could be analyzed via Spain) were used to keep the samples at this temperature until
multifactorial analysis (MFA) to obtain a preference map. (MFA) the test. Water was heated with an electric kettle and milk in a
permits analyzing several tables of variables, obtaining maps that microwave oven. Previous to the consumer test the preparation
allow studying the relationship between the observations, the vari- was optimized in order to obtain the final sample mix at 60 °C
ables and tables, which can be of different types (Escofier & Pagès,
1984).
Generally, for preference mapping purposes, consumers are Table 1
only asked about their liking for the products and the description Sample formulation.
of these is obtained with a trained panel (Parente et al., 2011). Sample Soluble coffee (g/L) Sugar (g/L) Water: whole milk
However, some authors have realized that confining the consumers A 14 0 10:1
to assessing acceptibility without allowing them to describe and B 14 24 10:1
express what they feel about the product is a waste of information C 14 24 2:1
that could mean not having to use a trained panel. One of the op- D 14 64 2:1
E 14 24 1:2
tions most often used for product description by consumers is to
F 14 64 1:2
measure the intensity of attributes, defined by using structured
154 P. Varela et al. / Food Quality and Preference 32 (2014) 152–159
(different heating times depending on the amount of milk). Flasks of variation. Mean ratings were calculated and significant differ-
were pre-heated with hot water. Temperature variation between ences were checked using Fisher’s LSD test (p < 0.05). The con-
flasks and the maximum time they kept the temperature constant sumer assessment results were analyzed with SPSS software
were determined in a laboratory test previous to the consumer (SPSS for Windows release 13.0, Copyright SPSS Inc.).
test. It was verified that samples could be kept in the flasks up to
2 h, however, every 1 h a new batch was prepared. The consumer 2.3.1.1. Preference mapping – principal nalysis. Internal preference
tests lasted about 4 h, so four batches of coffee samples were pre- mapping was carried out using principal component analysis
pared for each session. (PCA) of the correlation matrix of individual consumer liking data,
using XLSTAT (XLSTAT version 2008.6.8, Addinsoft). To relate the
2.2. Consumer study preference patterns to the drivers, the intensities of the attributes
measured were mapped as supplementary variables.
All of the 161 consumers who took part in the study were stu-
dents or staff from the Instituto de Agroquímica y Tecnología de 2.3.2. Preference ranking and open comments
Alimentos (Paterna, Spain) who consume coffee with milk. R-index: The order in which each consumer ranked the samples
The six samples were prepared and kept in thermos flasks for was assigned scores from one for least-liked to six for the most-
1 h. The samples (25 mL) were served in expanded polystyrene liked sample. When consumers indicated an equal liking for more
beakers with plastic lids to maintain the temperature throughout than one sample, an intermediate score was assigned (for instance,
the evaluation session. Still mineral water at ambient temperature if two samples tied for the top liking slot they were each assigned a
was used to rinse the mouth. The samples were presented to the score of 5.5).
consumers in random order, labeled with randomly-generated The R-index was calculated from the sum of the ranking scores
three-digit codes. Sensory testing was carried out in the sensory for each sample, using the response matrix method (O’Mahony,
laboratory of the Institute of Agrochemistry and Food Technology, 1992) with the Excel spreadsheet program (MicrosoftÒ Office
equipped with individual booths and built following ISO norms 2003).
(ISO 8589, 1988). All sensory testing in our institution is ethically The terms associated with like or dislike that the consumers had
approved beforehand. written in the open comments boxes were separated and analyzed
independently. The connectors were removed and the synonyms
2.2.1. Test 1–9-point hedonic scales and intensity scales grouped together. The grouping procedure was performed inde-
Of the 65 consumers who took part in this test (all aged be- pendently by the three researchers who authored this study, con-
tween 21 and 66), 22 were men and 43 women. sidering personal interpretation of the meaning of the words and
The samples were presented monadically, labeled with 3-digit word synonymy as determined by a Spanish dictionary. After indi-
random codes, in a balanced rotated sequence (Williams’ presenta- vidually evaluating the data, a meeting of the researchers was
tion design). For each sample, the consumers rated their overall lik- undertaken in order to check the agreement between their
ing on 9-box hedonic scales (from ‘‘1-dislike extremely’’ to ‘‘9-like classifications.
extremely’’), and evaluated the intensity of the following seven The frequency of each term for each sample was then counted.
attibutes on 9-box intensity scales (from ‘‘1-low’’ to ‘‘9-high’’): col- Terms with less than 1% of mentions were considered to appear
or, coffee aroma, coffee flavor, milky flavor, sweetness, bitterness with a low frequency and were not included in the study.
and body. Attributes were taken from previous consumers test
on similar samples, and are of common use in the beverage indus- 2.3.3. Preference mapping – MFA
try for consumer tests. Internal preference mapping of the preference data was carried
Data acquisition was carried out with Compusense five release out using multiple factor analysis (MFA) with XLSTAT software in
5.0 software (Compusense Inc., Guelph, Ont., Canada). order to study the relations between the consumers’ comments
and their preferences for the samples.
2.2.2. Test 2 – preference ranking and open comments The data were placed in order in three tables: sample prefer-
The 96 consumers taking part in this test were 31 men and 65 ences by consumer, frequency of like comments by sample and fre-
women, from 20 to 67 years of age. They received all 6 samples quency of dislike comments by sample. The consumers’
at the same time and were allowed to taste them as many times preferences were taken as the main active variable and the fre-
as they needed. The test was self administered using paper ballots. quency of like comments and frequency of dislike comments as
The consumers first had to rank the six samples in order of prefer- supplementary variables.
ence, from most liked to least liked, ties allowed. They were also
asked to write as many words or phrases as they needed to explain 2.3.4. Cluster analysis and comparison of MFA and PCA clusters
why they liked some of the samples more, or less. The open com- Hierarchical cluster analysis (HCA) was performed to identify
ments were not linked to any sample in particular, but were in- groups of consumers with different preference patterns for each
tended rather as ‘‘general associations’’ to likes or dislikes. For study. This analysis was performed on standardized liking scores,
this part of the test, two rectangular areas were allocated at the using Euclidean distances and Ward’s method as the agglomera-
two ends of the space for writing in the codes for the preference tion criterion. The decision to adopt a three-cluster solution was
ranking. It was explained to the consumers that they did not have taken on observing the liking or preference scores for the three
to describe any sample in particular but rather to give a general groups in order to find meaningful liking patterns that discrimi-
explanation. Nevertheless, if they wanted to say something about nated between groups. To confirm that the clusters differed from
a particular sample in the open comment space they could, making each other, the mean liking or mean preference per sample was
reference to the codes. calculated, a one-way ANOVA was carried out and the Friedman
test for preference ranking and Fisher’s LSD for liking ratings were
2.3. Data analysis applied as post hoc tests.
After obtaining the clusters the individual consumers belonging
2.3.1. 9-Point hedonic scales and intensity scales to the different groups were identified and they were represented
Analysis of variance (ANOVA) was performed on the consumers’ with different symbols on the already plotted preference maps, for
overall liking scores, considering consumer and sample as sources better graphical visualization of the segmentation.
P. Varela et al. / Food Quality and Preference 32 (2014) 152–159 155
Table 3
R-index calculated from the preference ranking for each sample. The percentage indicates the probability of choosing that sample rather than the others.
Fig. 1. Consumer internal preference map obtained from liking ratings and intensity ratings. (A) PCA map of the consumers’ liking ratings and grouping as determined by
HCA. (B) Map of the samples and sensory attributes. The attributes were used as supplementary variables in the construction of the map.
Fig. 2. Consumer preference map obtained from ranking and open comments. (A) MFA map of the consumers’ preference rankings with segmentation by HCA. (B) Map of the
samples with open ‘‘like’’ and ‘‘dislike’’ comments. The comments were used as a supplementary variable in the construction of the map.
not mentioned as often, the presence of liking comments close to habits, etc.). Attribute rating scales ask the consumer about charac-
the coffees that were less liked by the general population and of teristics that may interest the researcher but may not interest the
dislike comments close to those that were generally most liked consumer as much, if at all. A preference ranking test plus open
clearly shows that what constituted a negative attribute for some comments is not just quick and easy to administer: because they
consumers was what others with different preference patterns are allowed to say openly which characteristics drive their likes
liked flavor. For example, for sample B, ‘‘strong flavor’’ appeared and dislikes, with no restrictions or preconceived ideas about attri-
as a like comment, while ‘‘too much coffee flavor’’ was mentioned butes, the consumers unconsciously evaluate all the characteristics
as dislike comment; also, what some consider the ‘‘right bitter- that decide them to choose one product rather than another in a
ness’’ can be a ‘‘weird flavor’’ for others. Consumers also elicited more intuitive and global way.
attributes such as ‘‘foamy’’, among others, which had not been in- This study shows that very similar results to those obtained
cluded in the attribute intensity scales but turned out to be of with ‘‘traditional’’ internal preference mapping can be obtained
interest to the consumers – and obviously may be to manufactur- by using preference ranking accompanied by open comments.
ers as well. The limitation of this work is the low number of consumers, as it
In the study performed by Symoneaux et al. (2012), scale-based was intended as an initial exploration in order to propose this
preference mapping methods with samples description realized by method. Further research with other products would be desirable
a trained panel provided very similar data to preference mapping to validate its use.
based on the consumers’ comments, with the extra advantage that
the consumers gave their own drivers of liking. Allowing consum- Acknowledgments
ers to comment freely has the advantage over CATA (check-all-
that-apply) (Parente et al., 2011) that it does not omit drivers of The authors are grateful to the Spanish Ministry of Economy
liking that may be important to consumers but the researcher and Competitiveness for financial support (AGL2009-12785-C02-
did not take into account. Hein et al. (2008) compared three con- 01), for the Juan de la Cierva contract awarded to author Paula
sumer acceptance methods (9-point hedonic, labeled affective Varela and for the Geronimo Forteza contract awarded to author
magnitude and unstructured line scales) and two consumer prefer- Julián Beltrán. The authors also would like to thank Mary Georgina
ence methods (best–worst scaling and preference ranking), con- Hardinge for assistance with translating and editing the English
cluding they were comparable in terms of implementation and version of this paper.
easiness to perform for consumers, and reached similar conclu-
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