Physical Load in Daily Life and Low Back Problems in The General Population-The MORGEN Study

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Preventive Medicine 31, 506–512 (2000)

doi:10.1006/pmed.2000.0737, available online at http://www.idealibrary.com on

Physical Load in Daily Life and Low Back Problems in the


General Population—The MORGEN Study
H. Susan J. Picavet, M.Sc.1 and Jan S. A. G. Schouten, Ph.D., M.D.
National Institute of Public Health and the Environment, 3720 BA Bilthoven, The Netherlands

prevalence and due to their major consequences for the


Background. We studied the contribution of physical individual and for society, including disabilities and
load in daily activities, including activities in work, work leave [1]. Although the etiology of most LBP is
housekeeping, and leisure time, to the burden of low poorly understood, some specific physical activities are
back problems (LBP) in the population. well-known risk indicators for LBP [1–8]. Lifting, twist-
Methods. Logistic regression models were used to cal- ing, lifting while twisting, pulling, pushing, carrying
culate the association between physical load and sev-
and lowering, bending, and bent or twisted posture are
eral LBP parameters as assessed by questionnaire in a
identified as LBP risk factors in the work situation of
cross-sectional study on 22,415 randomly selected men
and women in The Netherlands, controlling for well-
the general working population [2,3] and within specific
known LBP determinants. The population attributable working areas or specific professions, e.g., nurses [4–6],
risk (PAR) percentage was estimated with the elimina- salespeople [7], and construction workers [8]. These
tion method using the logistic model. physical exposures are usually referred to as occupa-
Results. Half of the population reported LBP during tional activities, work load, or physical work exposures,
the past year and 19% chronic LBP. Activities charac- which all emphasize the work environment. These
terized by an awkward posture, by the same posture exposures of physical load also occur outside the work
for a long time, or by often bending and rotating the situation but have not been studied in the general
trunk increased the risk for LBP, with ORs between population.
1.1 and 1.6. More than 13% of the 1-year prevalence of To assess the contribution of physical load to the total
LBP could be contributed to these activities. This PAR burden of LBP in the population we need adequate
was higher for those belonging to the working popula- estimates of the prevalence of exposure to physical load
tion, for women, and for the more severe LBP para- and the exposure-dependent risk of LBP. Such a popu-
meters. lation attributable risk (PAR) provides insight into
Conclusion. Because LBP present such a large public the proportion of LBP that, in theory, would be prevent-
health problem, the estimated potential impact of elim-
able if the unhealthy effect of physical load could be
inating (the unhealthy effect of) physical load is sub-
eliminated.
stantial. To assess the real health gain, more insight is
necessary into the causality of the relationship and The basic elements for calculating the PAR for the
into effective preventive measures. q 2000 American Health total population are not easily derived from literature.
Foundation and Academic Press
First, figures on the exposure to physical load (and the
Key Words: low back pain epidemiology; physical LBP risks) are available only for the working population
load; population attributable risk. and in most cases only for specific occupations. But
many persons do not belong to the working population
and exposure to physical load can also take place out-
INTRODUCTION
side the workplace.
Low back problems (LBP) represent a major public Second, comparison of the available studies on physi-
health problem in Western countries due to their high cal load exposure and related LBP risk is highly limited
due to differences in the instruments and methods used
1
To whom correspondence should be addressed at the Department and due to differences in the study population charac-
of Chronic Diseases Epidemiology, National Institute of Public Health
and the Environment, CZE (PB 101), P.O. Box 1, 3720 BA Bilthoven,
teristics (e.g., differences by age group, sex, socioeco-
The Netherlands. Fax: 131-30-2744407. E-mail: susan.picavet@ nomic status, type of industry, and country). In particu-
rivm.nl. lar there is no internationally accepted instrument for
506 0091-7435/00 $35.00
Copyright q 2000 by American Health Foundation and Academic Press
All rights of reproduction in any form reserved.
PHYSICAL LOAD AND LOW BACK PROBLEMS 507

the measurement of LBP. In general it is important to professions. The validity study showed that the physi-
distinguish diverse LBP parameters, including a time cal load ranking of different professions on the basis of
dimension (duration and recurrence) and severity (se- the questionnaire was similar to the ranking based on
verity of pain, sign of root compression, disability). observation techniques.
Third, most relative risk (RR) estimations are based For LBP a screening question was used: Have you
on odds ratios (ORs) calculated using cross-sectional had trouble, discomfort, or pain with/in the lower part
designs. The OR is a poor estimator of the RR when the of the back during the past 12 months? The region of
rare disease assumption is not met. In most populations interest was illustrated by a drawing of a complete
low back pain—with 1-year prevalences up to 75% human figure indicating the area of interest in black.
[9]—is not a rare disease. The answers to the questions were checked by a re-
The objective of the current study is to estimate the search assistant during the PHS visit and those with
contribution of physical load in daily activities to the LBP were given a supplementary questionnaire. This
burden of LBP in the population. We analyzed cross- supplementary questionnaire comprised questions on
sectional population-based questionnaire data on phys- low back pain characteristics such as duration of LBP,
ical load in daily activities including work, leisure, and radiation to extremities, contact with physician because
household activities in both the working and the non- of the LBP, and activity limitation. This questionnaire
working populations, in relation to LBP. was designed using experiences of other studies using
questionnaires to assess low back pain characteristics
METHODS [10,11]. Several low back pain parameters were ana-
lyzed:
Materials (a) 1-year prevalence of LBP—those who reported
having had low back problems during the past 12
For this study we used data from the Monitoring months.
Project on Risk Factors for Chronic Diseases (the MOR- (b) LBP with radiation—those who reported having
GEN study): a cross-sectional study of probability sam- had low back problems during the past 12 months with
ples of men and women ages 20–59 years, stratified by radiation to the leg(s). This parameter indicates the
10-year age groups (samples of equal size), living in possibility of root compression and presents therefor a
three towns (Maastricht, Amsterdam, and Doetinchem) measure of a specific subtype of LBP sufferers and se-
located in different regions in The Netherlands. The verity.
data collection years were 1993 to 1997. The municipal (c) Chronic LBP—those who reported having had
population registers were used as sampling frames. low back problems during the past 12 months longer
After an agreement to participate on the basis of a than 3 months.
postal invitation, respondents received various ques- Data were also analyzed for working men and women
tionnaires and made an appointment for a medical ex- and nonworking men and women. The working popula-
amination at the Public Health Service (PHS) of each tion was defined as those who are wage earners and
town. Of those approached 75% responded: 50% com- those who own a business. The nonworking population
pleted the total survey, including questionnaires and a consists of housewives, the unemployed, the early re-
medical examination, 20% refused to participate, and tired, those having a disability pension, students, etc.
5% agreed to participate but could not make an appoint-
ment for investigation at the PHS. Of the “passive” Analyses
nonresponders, who amounted to 25%, it is estimated
that 30% is due to errors in the address registers (ad- Multiple logistic regression was used to estimate the
dress does not exist, addressee is unknown, moved, or association between physical load parameters and LBP.
died). Data were available for 22,415 persons. Adjustment was made for some well-known risk factors
Data on sociodemographic variables, on physical load for LBP [12], i.e., age, sex, height, smoking, socioeco-
in daily activities, and on the presence of chronic condi- nomic status, obesity, and marital status. ORs were
tions were assessed by self-administered questionnaire. calculated two ways: per individual activity including
The questionnaire on physical load consisted of 9 items all other risk factors (model 1) and including all other
of specific physical activities and postures. The ques- physical load parameters (model 2).
tions were preceded by a title, “Strain in daily activi- The PAR presents the proportion of the prevalence
ties,” and a text explaining that “daily activities” refer of LBP that can be attributed to a risk factor. In its
to activities during paid work, housekeeping, school, most basic form the formula is PAR 5 ( p 2 pe)/p, with
leisure time, and voluntary work. The form of the ques- p representing the prevalence of LBP and pe the preva-
tions was: In daily life, do you often do activities in lence of LBP when the specific risk factor is not present
an awkward posture? (yes/no). It was designed as a in the population or not a risk factor. The PAR is usually
screening questionnaire for physical load in different calculated using the formula PAR 5 pr(RR 2 1)/
508 PICAVET AND SCHOUTEN

( pr(RR 2 1) 1 1), with RR representing the relative TABLE 1


risk of LBP of the exposed versus the unexposed and pr Description of the Population, MORGEN Project 1993–1997
representing the proportion exposed in the population
[13]. Although the OR is often used as estimation of N 22,415
Sex (% male) 45.2
the RR, this was not possible in this study due to the Age
high prevalence of LBP, which violates the rare disease 20–29 years 17.5
assumption. An alternative method was estimating pe 30–39 years 23.9
by calculating the average probability of having LBP 40–49 years 30.7
in our population with the original estimates found 50–59 years 28.0
Place of residence
using the logistic model and by eliminating the risk Amsterdam 33.5
factor [14]. This is the same as setting the exposure to Doetichem 29.5
its target value, i.e., nonexposure [15]. The coefficients Maastricht 37.0
of the logistic model and the actual exposures among Marital status
Unmarried 28.6
the respondents were used to recalculate the prevalence Married 61.7
of LBP by averaging the predicted probability of having Widow 1.6
LBP for all respondents, by formula Divorced 8.0
Education (highest level achieved)
n l Primary school 11.7
1 1
p5
n o
i51 (1 1 e
2zi , with zi 5 c 1
) o
j51
bj gj,i, Junior (vocational) education
Secondary (vocational) education
36.6
27.8
Vocational colleges, university 23.9
where p is the predicted proportion of the population Work status
Paid job 62.6
in the age group 20–59 years with LBP, n is the total No paid job 37.4
number of respondents, e is the basis of the natural Smoking, current 35.6
logarithm (approximately 2.71828), c is the constant of Obesity, body mass index $30 kg/m2 10.4
the results of the logistic regression, bj is the coefficient Low back problems
belonging to exposure or confounder j, gj,i is the value 12-month period 50.3
With radiation 16.6
of exposure or confounder j for respondent i, and l is Chronic 19.1
the total number of exposures and confounders in the
model.
Repeating this calculation and setting the coefficient
of exposure j to 0 gives the predicted proportion of the (model 1). These ORs were almost the same as the
population with LBP when exposure j is eliminated. univariate ORs. The ORs were also in the same order
This calculation method also takes into account the of magnitude for the different LBP parameters (not
effects of other risk factors if one risk factor is elimi- shown). Including all parameters in the model (model
nated. A PAR was calculated only for the physical load 2) yielded only a few activities being statistically signifi-
parameters that were statistically significant associ- cantly associated with LBP. “Often awkward postures”
ated with LBP independent of the other physical load was most strongly associated with the period preva-
parameters. Analyses were performed using SAS, ver- lence of LBP (OR 5 1.64, 95% confidence limits 1.50,
sion 612. 1.79). Other independent negative effects on LBP were
found for “often keeping the same posture for a long
RESULTS time,” “often bending and twisting the trunk,” “often
and for a long time keeping a twisted trunk.” and “often
General characteristics of the study population are lifting, carrying, pushing, and pulling in awkward
summarized in Table 1. LBP during the 12 months posture.”
before interview were reported by 50.3%. LBP that were Of the 12-month prevalence of LBP 13.3% is attrib-
accompanied with radiation to the legs were present uted to the five statistically significantly associated
among 16.6% of the population. Chronic LBP were ob- physical load parameters (Table 3). The total PARs for
served in almost one-fifth of all respondents. the more severe LBP parameters are higher, 18.3 and
Physical load was reported frequently, especially “of- 15.6% of LBP with radiation and chronic LBP, respec-
ten bending and twisting the trunk” (40.6%), “often tively. “Often awkward postures” has the largest contri-
keeping the same posture for a long time” (32.6%), “of- bution of the physical load parameters.
ten making regular short movements” (30.2%), and “of- Exposure to physical load was more often reported
ten lifting, carrying, pushing, and pulling” (30.4%) (Ta- by the working population than by the nonworking pop-
ble 2). Without controlling for the other physical load ulation (Fig. 1). Among the working population only
parameters, all physical load parameters were associ- mechanical vibration is more often reported by men
ated with LBP with ORs ranging from 1.29 to 2.01 than by women. Among the nonworking population
PHYSICAL LOAD AND LOW BACK PROBLEMS 509

TABLE 2
Prevalence of Physical Load and Association with Low Back Problems, 12-Month Period Prevalence of LBP, Odds Ratio (OR) and
95% Confidence Limits (CL), MORGEN Project 1993–1997

Association with low back problems ORa (95% CL)


Prevalence
(%) Univariate Model 1 Model 2

Mechanical vibration 6.8 1.25 (1.12, 1.39) 1.32 (1.18, 1.48) —


Often awkward postures 18.7 1.93 (1.80, 2.07) 2.01 (1.87, 2.16) 1.64 (1.50, 1.79)
Often keeping the same posture for a long time 32.6 1.14 (1.07, 1.20) 1.30 (1.23, 1.38) 1.17 (1.10, 1.25)
Often making regular short movements 30.2 1.39 (1.31, 1.47) 1.43 (1.34, 1.52) —
Often bending and twisting trunk 40.6 1.48 (1.41, 1.57) 1.52 (1.44, 1.61) 1.18 (1.10, 1.27)
Often and for a long time keeping a twisted trunk 23.9 1.38 (1.29, 1.47) 1.45 (1.36, 1.55) 1.10 (1.02, 1.19)
Often have arms elevated 16.8 1.26 (1.18, 1.36) 1.29 (1.19, 1.39) —
Often working kneeled or squatted 8.9 1.56 (1.42, 1.72) 1.55 (1.41, 1.71) —
Often lifting, carrying, pushing, pulling 30.4 1.45 (1.37, 1.54) 1.48 (1.40, 1.58) 1.16 (1.08, 1.25)
a
Model 1, including age, sex, work status, marital status, education, smoking, and obesity; model 2, same as model 1, including all other
physical load variables.

there some more differences between men and women. disability, health care utilization, and high costs. Our
Only the physical load parameter “often awkward pos- analysis showed that we should focus on the prevention
tures” is, for all groups, systematically associated with of regular exposure to activities characterized by awk-
increased risk for low back problems (Table 4). “Often ward postures, bending, and twisting and the preven-
bending and twisting the trunk” is a risk factor only tion of keeping the same posture for a long time. Physi-
for women and “often lifting, carrying, pushing, and cal load can be either part of the work situation or of
pulling” only for the working population (especially leisure time expenditures.
among working women). The PARs differ substantially In a recent review study “frequent bending and twist-
by subgroup, higher among women than among men, ing” and “manual materials handling” (similar to “lift-
and the PARs were higher among the working than ing, carrying, pulling, pushing”) were regarded as es-
among the nonworking population.
tablished risk factors (in the work situation) with ORs
DISCUSSION
ranging from 1.29 to 8.09 and 1.12 to 3.07, respectively
[16]. Our ORs were in the lower range compared with
This study showed that eliminating the (health conse- those found in other studies. In contrast to our study
quences of) physical load can theoretically reduce the the review revealed “static work posture” (similar to
burden of low back pain by 13–18%. This PAR can be “same posture for a long time”) as not being a risk factor
regarded as substantial because LBP is a prevalent for low back problems and “whole-body vibration” (OR
public health problem, strongly associated with work range 1.47–9.00) as being one. In order to calculate a

TABLE 3
Estimated Population Attributable Risk (PAR) for Physical Load Expressed as the Percentage of the Prevalence of LBP:
MORGEN Project 1993–1997

LBP parameter [PAR (%)]a


Period prevalence LBP with radiation Chronic LBP

Mechanical vibration — — —
Often awkward postures 4.3 8.6 9.5
Often keeping the same posture for a long time 2.4 3.2 —
Often making regular short movements — 2.7 —
Often bending and twisting trunk 3.2 5.6 5.3
Often and for a long time keeping a twisted trunk 1.0 — 1.9
Often have arms elevated — — —
Often working kneeled or squatted — — —
Often lifting, carrying, pushing, pulling 2.3 — —
Total PARb 13.3 18.3 15.6
a
Results of elimination model based on logistic model, including all other physical load variables and age, sex, work status, marital status,
education, smoking, and obesity.
b
Based only on the statistically significant load parameters.
510 PICAVET AND SCHOUTEN

FIG. 1. The prevalence of physical load among working men and women and nonworking men and women, MORGEN project.

PAR estimate, information on the prevalence of the risk reporting “operating vibrating vehicles and equipment”
factor is needed, but most papers do not present these [2]. Of a Danish working population 40% reported “fre-
figures. Some data are available: The Ontario Health quent bending and twisting” and 6% “mechanical vibra-
Survey 1990 showed for different occupational groups tion” [17], which was very similar to our data (40.6
a range of 7–31% reporting “working with back in awk- and 6.8%, respectively). This study is the only one also
ward position” (similar to awkward posture) and 2–33% presenting an estimation of the PAR for the 12-month

TABLE 4
Estimation of Population Attributable Risk (PAR) of Low Back Problems (LBP) for Physical Load, by Working Men and Women and
Nonworking Men and Women, Expressed as the Percentage of the Prevalence of LBP, MORGEN Project 1993–1997

PARa PARa
Period LBP with Chronic Period LBP with Chronic
prevalence radiation LBP prevalence radiation LBP

Working men (n 5 7,655) Nonworking men (n 5 2,405)


Mechanical vibration — — — — — —
Often awkward postures 4.5% 10.9% 7.9% 2.2% 4.4% 6.6%
Often keeping the same posture for a long time 5.4% 11.3% 5.9% 3.2% — —
Often making regular short movements — — — — — —
Often bending and twisting the trunk — — — — — —
Often and for a long time keeping a twisted trunk 2.3% — 8.4% — — —
Often have arms elevated — — — — — —
Often working kneeled or squatted — 4.4% — — — —
b
Often lifting, carrying, pushing, pulling 3.2% — — — —
Total PARc 15.5% 24.1% 20.3% 6.0% 4.4% 6.6%

Working women (n 5 6,262) Nonworking women (n 5 5,893)


Mechanical vibration — 1.4% — 0.6% 1.8% 21.6%
Often awkward postures 5.1% 9.3% 11.8% 3.4% 7.0% 7.6%
Often keeping the same posture for a long time 2.2% — 5.2% — — —
Often making regular short movements — — — 1.7% 5.9% 3.5%
Often bending and twisting the trunk 5.2% 10.1% 15.1% 3.1% 5.8% —
Often and for a long time keeping a twisted trunk — — — — — —
Often have arms elevated — — — — — —
Often working kneeled or squatted — — — — — —
Often lifting, carrying, pushing, pulling 4.8% 10.3% 6.2% — — —
Total PARc 17.6% 27.5% 32.9% 9.3% 18.8% 12.3%
a
Results of elimination model based on logistic model, including all other physical load variables and age, sex, work status, marital status,
education, smoking, and obesity.
b
This item was inversely associated with LBP, so no PAR could be estimated.
c
Based only on the statistically significant physical load parameters.
PHYSICAL LOAD AND LOW BACK PROBLEMS 511

prevalence of low back pain with “mechanical vibration” effects of the physical load parameters among the work-
contributing 0.4% and “frequent bending and twist- ing population can be prevented, but the effect among
ing” 6.5%. the nonworking women (mainly housewives) should not
While interpreting the PAR estimations we should be neglected. Second, we could take into account differ-
take some limitations into account: measurement is- ent LBP parameters. A larger part of the more severe
sues, the cross-sectional nature of the data, and the LBP parameters could be attributed to the physical
possibility of nonresponse bias. In general, poor repro- load parameters. Third, PARs were estimated using a
ducibility and validity figures are reported for self-re- method that was not affected by the fact that we are
ported physical activities related to postural load com- dealing with a common disease [14]. Using the OR as
pared with measures requiring more effort, measures an estimate of the RR in order to calculate the PAR
using log books, and measures using systematic obser- with the usual method is not valid because the rare
vation [18,19]. Such detailed assessments are necessary disease assumption is not met.
to study postural load as etiologic factors for LBP, in- Identifying physical load as a risk factor for LBP
cluding the quantification of the exposure–effect rela- provides opportunities for preventive possibilities,
tionship [20]. However, for large-scale population sur- which can include the application of ergonomics princi-
veys like the MORGEN study we are limited to ples [24] and exercise programs [25–27]. Also, employee
questionnaire-gathered information for which only education programs that teach safe lifting and handling
broad/gross postural activities can be assessed. For are well known, although the effect has recently been
analyses as presented we are limited to broad categories questioned [28]. Our analyses show a substantial poten-
of activities, which introduces less specificity and there- tial impact of reducing the burden of LBP when effective
fore lower associations between the measured physical preventive actions regarding physical load can be devel-
load and low back pain. The measurement of LBP can oped and implemented in daily activities. In further
be carried out only by self-reports. Reporting bias can- research into the causality of the relationship and into
not be excluded and is unknown. The prevalences we effective preventive measures, attention should also be
found are high and are due to the low severity level of paid to the exposure to risk activities outside the work
the screening question, using also terms as “trouble” place, e.g., household activities and do-it-yourself activ-
and “discomfort.” More severe LBP subgroups were an- ities. Other research should focus on the background
alyzed using additional severity characteristics. These of the more than 80% of the burden of LBP that cannot
more severe LBP parameters gave the same results. be explained by physical load.
The MORGEN project was also used to estimate the
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