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Chapter 6 Ergonomics
Chapter 6 Ergonomics
Chapter 6 Ergonomics
6
Ergonomics
Peter M. Budnick
Capacity
Assessment
Job
Job Job
Placement Place Injury
Acute Return
Job
|Modification
75
Part ll Injury Prevention
76
sole purpose
is demonstrated, througlh knowledge and experience, the
ability to identify and recommend effective means of
to relate of
some
working system to the operator's correction for ergonomic hazards in the workplace.
abilities." Oborne does discuss the importance and
role of scientific investigations, ". . . or at least the
results and implications of those investigations. .
Presumably, the OSHA ergonomics standard, report
edly to be completed by the end of 1994, will include a
and makes a case for conducting those studies in a definition that may differ from these. BCPE notes that
naturalistic environment, rather than a laboratory set- "ergonomics" is regarded as synonymous with "hu-
ting. man factors" and "human factors
A
qualified ergonomist must possess knowledge a source of confusion
engineering." This is
from variety of traditionally separate disciplines. The
a among practitioners and lay
people alike.
in
origin the study of work, an emphasis on productivi-
ty, more recently within the health and safety commu- Ergonomics is often used to refer to the applied
sciencefocusing on the physical aspects of human
nity, the use of engineering and psychological model-
work and
ing concepts applying to the human, all constitutes the capabilities, such as strength, size, ana
extensive training to posture. More specifically, this might better be termed
absence of learning
an
ergonomics expert. In the "industrial ergonomics." "Human factors," or "human
by actual experience, such exper- factors
tise is afforded by a combination of graduate training at engineering" is often taken to refer to the
an accredited institution and psychological aspects of humans, such as decision
To sten the inevitable practice. making processes, perception, mental loading, ana
if uninformed, bandwagon of enthusiastic, behavior. However, the used
Board of self-proclaimed ergonomics experts, the and ergonomics is
names are
synonymously,
Certification for Professional generally more
recognizable the
to
(BCPE) has been cstablished "to Ergonomists public.
organization certifying qualifivd provide formal a
Perhaps it was said best by Laughery" in his
nomics" (BCPE, 1993). practitioners ergo-
of discussion regarding the name of the Human Factors
From this Society: The Society represents a
the BCPE,
point forward, assuming success oftlhe that discipline has
fication by
professional ergonomists niust achieve certi-
two names, and the one we are not
using-ergonomne
passing certification cxam
a has become better known
and widely recog
designed to test nized than the one we are
more
Society h.1s since changed its name to Iluman Eactors FIGURE 6.1 Power Mechanic by Lewis Hines. This
amous photograph illustrates the first level
and Ergonomics Society.
To contuse the matter more, vou may encounter of technology where the human supplies
terms like human engineerng," "human pertor- power and control.
m.ance engineering," or industrial psychology."
which describe speialized approaches to topics that
generally tall under the ergonomics umbrella. Review-
ing the history of the field may shed some light on how
and why such a variety of people and specialties have
come to use the term "ergonomies" to describe them-
selves and their protession.
The debate over what ergonomics is, what knowl-
cdge constitutes ergonomie enpertise, and who should
Tighttully practice ergonomics, will surely continue
well into the future. While this author concedes a bias
toward an engineering approach, materials covered in
this chapter should indicate that a reasonable approach
to ergonomics will often require a multidisciplinary
perspective. Frequently, such perspective is not avail-
able through one individual expert, and is not feasible
because of the financial burden a large team of experts
presents.
History of Ergonomics
One way to understand the history of ergonomics is to
view it in the context of technological development.
Writing from the perspective of studying and improv-
hu-
ing human performance, Bailey' notes that early
man concerns with gathering food, protection
from the
environment, animals, and other people probably
provided the motivation for the first tool develop-
ments.
the odds (From George Eastman House.)
Improving pertormance meant improving
of survival for individuals and groups. With humble
sticks and stones to fashion tools,
beginnings using
human technology has progressed to the complex
today. Fueling level of technology exists when the machine supplies
systems and machines we depend on
industrial revolu- both power and information, but the human still
this progression, especially since the controls the operation. The paper-making plant shown
tion is a complex web of economics and
human
role in the in Figure 6.3 on page 81, is an example of this level. At
knowledge, each of which play a significant the highest level, the machine supplies power, control,
development of ergonomics.
and information, and the human role becomes one of
Kantowitz classifies four levels of technology by
monitorng the operation, intervening only when nec-
focusing on the contributions made by hunnans and
machines to the total system, in terms of power and essary.
control. At the lowest level, the human supplies both The cockpit of a modern airplane while on auto-
the natural structure of the living machine is o im ehemistry and physie). I lis most fanous study focused
paired that serious discases gradually develop. ." 1 shoveling wlhile employed by ethlehem Steel
He made this observation prior to the industrial revolu 'rior to his study, 400 to o00 employees spent most of
tion, while technology was primarily at level
one their time shoveling a variety of materials. Each
em
Oddly, even as the industrial revolution espanded ployee brought his own shovel, none were trained, and
the levels and impacts of technolopy on individuals, pay was $1.15 per day,
little has been done, until recently, to address the y varying the coop sizes of the shovels, and thus
problem of Cumulative Traunna Disorders (CTDs). their carrying capacity, Taylor determined that the
Chaffin notes that economics and the lack of basic axinum amount of material shoveled
per day o
knowledge concerning the mechanics of the human curred wlen the material load was 21.5 pounds (tor
body is in part respornsible for the slow development of distances up to four feet and heights less than five
ergonomics.
feet)
To apply this new knowledge, he had special shovel
Manual labor was
inexpensive and easily replaced. sizes purchased, cach to be used for different materias
The biomechanical knowledge that did exist Vas
gen- being shoveled. F'rom then on, employees were issued
erally restricted to intellectuals, and rarely reached the slhovels each day; large scoops for ashes, medium ro
commercial enterprises that could have benefited fromn coal, and small for ore.
it,
Dy studying the work, Taylor was also able to
Near the turn of this century, an inmportant link establish a standard amount to be shoveled per day tor
between labor and economics was made by 1'rederick Cach type of nmaterial. After receiving training in proper
Taylor." Combining the practical experience he gained shoveling methods, and being issued the proper too
as a laborer with the theorelical
knowledge he gained tor the particular material
type, each worker tha
in studies of mechanical engineering, he questioned: CxCeededl the day's standard received a 60% bonus
"What is the best way to do this job?" Ile applied a above tle day wage. Workers who were unable to
scientific approach to study work (until that time, achieve tandards were put on a different job. Quie
scientific methods had primarily been the tool of common loday, thee concepts of
studying work, in
Chaptor 6 Ergonornics 79
FIGURE 6.4 The cockpit of Boeing 757 jet illustrates the highest level of
a
(Courtesy of Boeing.)
chine. If molding is to occur it should Back injuries accounted for about one-
emphasize th
design ot the system. not the human. sixth of all occupational injuries
In practice. it is otten a
molding of the technology
to fit human characteristics oombined with a molding Since that time, these numbers have continued to
of human operators through training. selection, and rise, and awareness of musculoskeletal disorders has
motivation that constitutes an ergonomic approach. increased. OSHAs*"Ergonomics Program Management
The concept of "too manv heads," as Taylor puts it, Guidelines for Meatpacking Plants" begins with the
emphasizes an important divergence in the field of
ergonomics. As terhnologr entered the third and
tollowing
fourth levels described above. there became a pro-
In recent yeurs, there has been a significant increase in
nounced need to tocus on the mental. or psychological
aspects ot the human-machine interface. To this day, as reporting of Cumulative Trauma Disorders (CTDs) and
other work-related disorders due to ergonomic hazards.
discussed in the detinitions section above, there has
been contusion over terminology and "membership'"
CTDs aecount for an increasingly large percentage of
Workers' Compensation costs each year, and they repre-
in the field of ergonomics, with the
psychological sent nearly half of the occupational illnesses reported in
viewpoint generally using the name "human factors
tihe amual Bureau of Labor Statistics (BLS) survey.
engineering. and the physical or biomechanically Much of the inerease in CTDs exp0se employees to
oriented viewpoint using the term "ergonomics." InCTeased repetitive motion and other ergononnic risk
Todav, the terms are, for the most part, interchange-
may bt attributed to increased
awareness-
factors; some
able.
by industry, labor, and government-and reporting of
Since World War I, there has been a flurry of
these disorders.
activity in studying human capabilities and limitations,
and applying that knowledge to the design and evalua
tion of work and living environments. A variety of This passage covers the three main topics that have
texts, journals, and organizations have risen to meet repeatedly surfaced in this historical perspective on
the challenge-too many to summarize here. Assum- ergonomics; economics, type of work, and human
ing that therapists most often interface with ergonom- knowledge. Recall that early in the industrial revolu-
ics in the industrial setting this historical focus will tion, workers, for all intents and purposes, were inex-
conclude with developments that fall in that arena. pensive and replaceable, and knowledge was often
In particular, biomechanical modeling and the reserved by specialists outside of the commercial sec
wider of cumulative trauma disorders as a tors that could benefit from it.
recognition
Significant workplace concern, both industrial ergo- Consequently, little effort was directed toward the
nomics topics, will conclude this discussion. human machine interface early on. As technology
Chaffin provides a summary of epidemiological developed and required new and different work roles
biomechanics, which can be from humans beyond simple physical power input and
support for occupational
viewed as a supporting sub-specialty of ergonomics." manual control, a more educated and conditioned
He notes that in the 1970s, for a variety of socioeco-
work force was required.
nomic reasons, there was a realization
that health and Additionally, the costs required for selecting, train-
ing. keeping, and motivating a work force in higher
quality of life are greatly reduced for a large population
disorders. level technologies increased the economic worth of
due to acute and chronic musculoskeletal
Since then, many industries have acknowledged
this employees in industry. Thus, as knowledge is dissemi-
in nated to a wider population and the economic value of
S1gnificant cost burden, in terms of degradations
bottom-line cost, and competitiveness factors, such as
individual employees increases, so has the need for
and knowledge about ergonomics increased.
quality and productivity. Chaffin' summarizes a report
published in 1978 by J.K. Kelsey:
approaches
have been understood and followed by practices tnas visors
implemented. managers,
and
employees alike. Important elementssup rk in
Chapler 6 Ergonomics 83
practice controls include using proper work tech- tasks required by the job. However, in general it should
niques, employee training and conditioning, regular include instruction regarding the proper use, mainte-
monitoring, feedback, maintenance, adjustments and nance, and application of tools, jigs, and other process
modifications, and enforcement. implements, the purpose of any safety equipment, and
It should be
emphasized that cach of these general proper task methods to be used in the completion of
elements should exist in an effective
ergonomics pro- the job requirements.
gram, but it is this author's opinion tlhatonly engineer- Important in this process, and ultimately the moti-
ing controls actually minimize or eliminate ergonomic vation empowering employees with such knowledge,
hazards is to instruct, allow, and encourage individuals to
Work practices,
especially if they conflict with the develop and implement safe and efficient methods,
most natural and efficient means of tools, and implements to meet the job requirements
completing a task,
may not be etfective and may negatively affect produc-
tion requirements. Administrative controls also come
with expense, and may not
always be adhered to under
production demands. Engineering controls may be SUMMARY
more expensive up-front, but they do reduce or elimi-
nate hazards, and they do minimize additional costs in The specialty known as ergonomics evolved through a
the long run, when injuries have occurred because of
complex mix of economics and human knowledge. As
their absence. the marketplace increases the real value of individual
The fourth major clement of an employees and as accurate knowledge and information
ergonomics pro-
gram, training and education throughout all levels of the are widely disseminated throughout the population,
organization, is crucial to success. Giving each individ- more resources are made available to optimize the
ual the knowledge to recognize, understand the effects performance of employees.
of, and ultimately the power to initiate control of Optimizing employee performance includes moti-
ergonomic hazards will have long lasting positive vation, training, and compatibility with work station
effects. design. An ergonomics program which ensures input
A training program should include and be specifi- and communication between all involved parties and
cally tailored for the following generic organizational individuals is crucial when optimizing the human-ma-
groups; all effected employees, engineers and mainte- chine interface. This type of organizational commit-
nance personnel, supervisors, managers, and health ment and vision works well with similar competitive
care providers. Each plays an important role in the strategies, such as quality improvement programs. The
Overall program, and each requires specific knowledge. benefits of such optimization efforts are reflected in
Coordination among individuals in each of the groups increased productivity and quality. Employee safety,
is also required for success. The training should be health, and comfort are also increased.
conducted by qualified personnel with a broad under- Ideally, ergonomics is applied proactively, begin-
standing and expertise in the field of ergonomics, ning with the earliest design phases for product and
which includes extensive background knowledge in process designs and carried on throughout the life of
technical, health, and safety, as discussed in the intro- those products and processes. This is the most effective
duction. and efficient opportunity in terms of both cost and long
Both general and job specific training should be term success.
provided for effected employees. The general training In the absence of proactive ergonomics, a reactive
should familiarize the employee with the nature of approach may be required to control existing or un-
CTDS, the risk factors that may contribute to them, foreseen hazards. This is generally less effective and
how to recognize and report such factors, any symp- more expensive than proactive approaches, but still
toms they may experience, and the steps each can take cost effective when potential losses related to employee
to prevent disorders. injuries and reduced productivity and quality are con-
Job specific training, at a minimum, should be sidered.
provided for all new or reassigned employees. This The wide variety of knowledge required for an
type of initial orientation training is useful in teaching etfective ergonomics approach requires either a quali-
employees other job specifie methods and concepts, fied ergonomist with extensive training, or a team
which often compliments ergonomic training. As nmen- approach involving members with differing special
tioned previously, sound ergonomics often im1proves skills. Knowledge of human physical and psychologi-
other bottom-line organizational motives including cal capabilities and limitations, human anatomy, phys-
quality, efficiency, and productivity. iology, medicine, and engineering should be applied
The content of job specific training depends on the when devising an ergonomics intervention or program.
Provention
$4 Pat I Injury
practice controls will not be effective in reducing ference, London, 1991, Taylor & Francis.
hazard when the enforced work 9. US Department of Labor Occupational Safety and
employee exposures
methods conflict with the normal and natural, most Health Administration, Ergonomics Program Management
when OSHA 3123, 1991.
expedient methods to complete a task, especially Guidelines for Meatpacking Plants,
incentive compensation is in effect. 10. Wilson JR: Framework for ergonomics methodology, in
Wilson JR, Corlett EN, editors Evaluation of Human Wor
Economic and technical feasibility certainly play
a
&
reduction. This author practical ergonomics methodology, London, 1990, Taylor
arge role in ergonomic hazard
Francis.
advocates the elimination of hazard through design,
or