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2/18/2023 1
Human Characteristics related to
Ergonomics: Applied Industrial
Ergonomics
2/18/2023 2
Ergonomics
• Ergonomics is the scientific study of how people
interact effectively with products, equipment,
facilities, procedures and environments used at
work and in everyday living.
• Ergonomics seeks to match the design of
machines, jobs and workplaces with the
capabilities, limitations and needs of people.
• Ergonomics seeks to maximize ease of use and
optimize operator productivity, comfort and
health.
2/18/2023 3
Ergonomics/Human Factors
• Ergonomics (European) and Human Factors (US) are the
same disciplines.
• Ergonomics came from ‘ergon’ or ‘ergos’ (Greek word for
work) and ‘nomos’ or ‘nomikos’ (Greek word for laws).
• Ergonomics is the “science of work”
• Ergonomics is multidisciplinary and uses multiple
methods.
• Ergonomics is user focused
• If it doesn’t affect design in some way, it isn’t
ergonomics.
2/18/2023 4
Ergonomics definition
by the International Ergonomics Association
(IEA) Executive Council
Ergonomics (or human factors) is the scientific
discipline concerned with the understanding of the
interactions among human and other elements of
a system, and the profession that applies theory,
principles, data and methods to design in order to
optimize human well-being and overall system
performance.
2/18/2023 5
Ergonomics: Foundations in
the Industrial Society
• The association between occupations and musculoskeletal
injuries was documented centuries ago. Bernardino
Ramazinni (1633-1714) wrote about work-related
complaints (that he saw in his medical practice) in the
1713 supplement to his 1700 publication, “De Morbis
Artificum (Diseases of Workers).”
 Encouraged eventual passage of factory safety and workmen’s
compensation laws.
 In 1700 he wrote De morbis artificum diatriba (Diseases of
Workers) in Latin describing the health hazards of repetitive
motions and postures, irritating chemicals, dust, metals, and other
abrasive agents for workers in 52 occupations.
2/18/2023 6
He recommended the starch
makers to carryout their activities
in the open spaces and to limit
dust exposure… “I always advise these
workmen to carryout this sort of work in a
sunny and specious place, not in a confined
quarter.” and to wash and dry corns
to limit the possibility of inhaling
dust … “… so that even when corn (wheat
and barley) is in good condition, I consider it is
worth the trouble to wash and dry it thoroughly,
before taking it to the mill”
BernardinoRamazzini, 1700.
2/18/2023 7
Bernardino Ramazzini, 1700.
• “[I have seen] workers in whom certain morbid
affections gradually arise from some particular
posture of the limbs or unnatural movements of
the body called for while they work.”
• “Such are the workers who all day stand or sit,
stoop or are bent double, who run or ride or
exercise their bodies in all sorts of [excess] ways.”
… “. . . the harvest of diseases reaped by certain
workers . . .[from] irregular motions in unnatural
postures of the body.”
2/18/2023 8
Bernardino Ramazzini, 1700.
• Standing:
– “Those who work standing ...carpenters, sawyers,
carvers, blacksmiths, masons . . .are liable to
varicose veins. . . [because] the strain on the
muscles is such that the circulation of the blood is
retarded.”
– “Standing even for a short time proves exhausting
compared with walking and running though it be
for a long time. . . . Nature delights and is restored
by alternating and varied actions.”
2/18/2023 9
Bernardino Ramazzini, 1700.
Sitting
– “Those who sit at their work suffer from their own
particular diseases. [As noted back in Roman times by
the learned slave] Plautus, ‘sitting hurts your loins,
staring, your eyes.’ ”
– “All sedentary workers...suffer from the itch, are a bad
color, and in poor condition.. . . For when the body is
not kept moving the blood becomes tainted, its waste
matter lodges in the skin, and the condition of the
whole body deteriorates.”
2/18/2023 10
Bernardino Ramazzini, 1700.
Office work
– “The maladies that affect the clerks arise from three causes: first,
constant sitting; secondly, incessant movement of the hand and
always in the same direction; and thirdly, the strain on the
mind…”
– “The incessant driving of the pen over paper causes intense fatigue
of the hand and the whole arm because of the continuous . . . strain
on the muscles and tendons.”
– “An acquaintance of mine, a notary by profession, who, by
perpetual writing, began first to complain of an excessive wariness
of his whole right arm which could be removed by no medicines,
and which was at last succeeded by a perfect palsy of the whole
arm. . . . He learned to write with his left hand, which was soon
thereafter seized with the same disorder.”
History of Ergonomics
2/18/2023 11
Wojciech Jastrzebowski, a Polish
scientist and author created the
word ergonomics in 1857 in a
philosophical narrative, “based
upon the truths drawn from the
Science of Nature” (Jastrzebowski,
1857).
2/18/2023 12
In the early 1900’s, the production of industry was still
largely dependent on human power/motion.
In the 19th century, Frederick Taylor pioneered the
"scientific management" method, which proposed a way
to find the optimum method of carrying out a given task.
Taylor found that he could, for example, triple the amount
of coal that workers were shoveling by incrementally
reducing the size and weight of shovels until the fastest
shoveling rate was reached.
History of Ergonomics: Late 1800s / Early
1900s: The Industrial Revolution
2/18/2023 13
Frank and Lillian Gilbreth expanded Taylor's
methods in the early 1900s to develop the "time
and motion study". They aimed to improve
efficiency by eliminating unnecessary steps and
actions. By applying this approach, the
Gilbreths reduced the number of motions
in bricklaying from 18 to 4.5, allowing
bricklayers to increase their productivity from
120 to 350 bricks per hour.
Early 1900s
2/18/2023 14
• People adapted to the task
and equipment.
• Tests were developed for
better worker selection and
training.
• “Efficiency gap” called for a
paradigm shift by fitting
job/tools to the person.
1900-1945: Workplace was “Task
Oriented”
2/18/2023 15
First engineering psychology labs
were established in US & Britain
• first ‘Ergonomics Research
Society’ was formed in Britain
• First scientific journal in 1957 –
‘Ergonomics’
• International Ergonomics Society
launched in 1959.
1945-1960: “Human Factors”
Profession was born
After World War II
2/18/2023 16
The focus of concern expanded to include worker
safety as well as productivity. Research began in a
variety of areas such as:
• Muscle force required to perform manual tasks
• Compressive low back disk force when lifting
• Cardiovascular response when performing heavy
labor
• Perceived maximum load that can be carried,
pushed or pulled
2/18/2023 17
• Initially human factors
research was limited to
military
• Interest and need fed by
“Race for Space”
• Expansion beyond military
and space research to
industry and workplace (e.g.
computers, automobiles, and
other consumer products)
1960-1980: Rapid Growth
2/18/2023 18
• Computers - desire for “people-oriented” technology
grew through ergonomically designed computers,
user-friendly software, and office design
• Disasters – Three Mile Island, Chernobyl, and various
high-profile chemical plant explosions were linked to
lack of attention to “human factor” considerations
• Lawsuits – courts came to recognize the need for
experts in explaining human behavior, responses,
defective design, and effectiveness of workplace
warnings and instructions
1980-Today: Computers, Disasters, &
Lawsuits
2/18/2023 19
Concerns the application
of ergonomics principles
specifically to the
workplace and related
tasks.
Occupational or Industrial
Ergonomics
2/18/2023 20
Need for Occupational Ergonomics
• “Social Justice” understanding of work and employment
• Trend in industrialized countries to accommodate individual
workers regardless of physical capabilities, age, gender, or race
• Changing international standards for “work capacity” limits and
“worker selection” tests
• Research reveals greater diversity of “performance” within age
and gender groups than previously thought. For example,
recommended weight-lifting standard in 1960s by International
Standards Organization is illegal now in many countries because
it “stereotypes” age/gender lifting limits
Physical Ergonomics and Work Related
Musculoskeletal Disorder (WRMSD)
2/18/2023 21
Physical Ergonomics is concerned with human
anatomy, anthropometry, physiology and bio
mechanical characteristics as they relate to physical
activity in work or daily life.
Certain jobs or work conditions cause a higher rate
worker complaints of undue strain, localized fatigue,
discomfort, or pain that does not go away after
overnight rest.
Every year 1.8 million U.S. workers experience
WRMSDs and nearly 600,000 of the injuries are
serious enough to cause workers to miss work.
2/18/2023 22
OCCUPATIONAL ERGONOMICS
& BIOMECHANICS
Biomechanical
Modeling Methods
Anthropometric
Methods
Bioinstrumentation
Methods
Classifying and
Evaluating Work
Mechanical Work
Capacity
Evaluation
Methods
Kinesiology
Methods
Worker
Selection
Criteria & Training
Hand Tool
Design
Guidelines
Workplace &
Machine
Guidelines
Seating Design
Guidelines
Material
Handling Limits
Improved Performance &
Reduced Risk of Mechanical
Trauma
2/18/2023 23
1. User Orientation: Design and application of
tools, procedures, and systems must be user-
oriented, rather than just “task” oriented
2. Diversity: Recognition of diversity in human
capabilities and limitations, rather than
“stereotyping” workers/users
3. Effect on Humans: Tools, procedures, and
systems are not “inert”, but do influence human
behaviour and well-being
Six Pillars of Ergonomic Design
2/18/2023 24
4. Objective Data: Empirical information and
evaluation is key in design process, rather than
just use of “common sense”
5. Scientific Method: test and retest hypothesis
with real data, rather than “anecdotal” evidence
or “good estimates”
6. Systems: object, procedures, environments, and
people are interconnected, affect one another,
and do not exist in “isolation”
Six Pillars (continued)
2/18/2023 25
Ergonomics – Physical Design
• Who are the users?
• How does technology fit different user
dimensions?
• How does technology fit user anatomy?
• How does technology fit user strength?
• How does technology fit different user abilities?
• How safe is the technology (health, comfort,
performance)?
• How do users interact with technology?
2/18/2023 26
Ergonomics – Cognitive design
• How do users expect the technology to work?
• How is information displayed?
• How well are stereotypical expectations met?
• How complex is the interface?
• How much training is required?
• What user knowledge assumptions are met?
• How does information facilitate learning and
memory?
2/18/2023 27
Ergonomics - Layout
• Are the work items optimally positioned in
terms of comfort, convenience, and
frequency of use?
• How well does the layout support the work
flow?
• Who can be accommodated by the layout?
• How flexible is the layout when work
content changes?
2/18/2023 28
Ergonomics - Ambient conditions
• Physical environment conditions at work
• What are the prevailing climate conditions
that could effect the work (thermal,
luminous, acoustic, vibration, air quality,
electromagnetic field)
• What are the exposures?
• What protection is required?
2/18/2023 29
Ergonomics – Work content
• Job design selection and training
• What are the work patterns (shifts etc.)
• What are the work tasks?
• What are the required skills (Physical,
Cognitive, Social)?
• What are the training needs?
2/18/2023 30
Macroergonomics
• Organizational design and management
• How should team work?
• What motivate users?
• How should functions be allocated?
• How should team be led?
• What are the opportunities for participatory
ergonomics?
2/18/2023 31
The Ergonomics Profession
“Human Factors Society” Member Backgrounds (1991)
Psychology 45.1 %
Engineering 19.1 %
Ergonomics 7.7 %
Medicine/Life Sciences 3 %
Education 2.6 %
Industrial Design 2.4 %
Business 1.9 %
Computer Science 1.3 %
Other 8.3 %
2/18/2023 32
The Ergonomics Profession
What Fields are Ergonomic specialists found in? (1991)
Computers 22 %
Aerospace 22
Industrial Processes 17
Health and Safety 9
Communications 8
Transportation 5
Other 17
2/18/2023 33
The Ergonomics Profession
Where do Ergonomics specialists Work? (1991)
Private Business/Industry 74 %
Government Agencies 15
Academics/University 10
Where do Human Factors specialists Work? (1991)
Large Organizations 57 %
2/18/2023 34
Other links for introduction to
ergonomics
https://en.wikipedia.org/wiki/Human_factors
_and_ergonomics#History_of_the_field
https://ergoweb.com/knowledge/ergonomics-
101/history/

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Week 2-HFE.ppt

  • 1. 2/18/2023 1 Human Characteristics related to Ergonomics: Applied Industrial Ergonomics
  • 2. 2/18/2023 2 Ergonomics • Ergonomics is the scientific study of how people interact effectively with products, equipment, facilities, procedures and environments used at work and in everyday living. • Ergonomics seeks to match the design of machines, jobs and workplaces with the capabilities, limitations and needs of people. • Ergonomics seeks to maximize ease of use and optimize operator productivity, comfort and health.
  • 3. 2/18/2023 3 Ergonomics/Human Factors • Ergonomics (European) and Human Factors (US) are the same disciplines. • Ergonomics came from ‘ergon’ or ‘ergos’ (Greek word for work) and ‘nomos’ or ‘nomikos’ (Greek word for laws). • Ergonomics is the “science of work” • Ergonomics is multidisciplinary and uses multiple methods. • Ergonomics is user focused • If it doesn’t affect design in some way, it isn’t ergonomics.
  • 4. 2/18/2023 4 Ergonomics definition by the International Ergonomics Association (IEA) Executive Council Ergonomics (or human factors) is the scientific discipline concerned with the understanding of the interactions among human and other elements of a system, and the profession that applies theory, principles, data and methods to design in order to optimize human well-being and overall system performance.
  • 5. 2/18/2023 5 Ergonomics: Foundations in the Industrial Society • The association between occupations and musculoskeletal injuries was documented centuries ago. Bernardino Ramazinni (1633-1714) wrote about work-related complaints (that he saw in his medical practice) in the 1713 supplement to his 1700 publication, “De Morbis Artificum (Diseases of Workers).”  Encouraged eventual passage of factory safety and workmen’s compensation laws.  In 1700 he wrote De morbis artificum diatriba (Diseases of Workers) in Latin describing the health hazards of repetitive motions and postures, irritating chemicals, dust, metals, and other abrasive agents for workers in 52 occupations.
  • 6. 2/18/2023 6 He recommended the starch makers to carryout their activities in the open spaces and to limit dust exposure… “I always advise these workmen to carryout this sort of work in a sunny and specious place, not in a confined quarter.” and to wash and dry corns to limit the possibility of inhaling dust … “… so that even when corn (wheat and barley) is in good condition, I consider it is worth the trouble to wash and dry it thoroughly, before taking it to the mill” BernardinoRamazzini, 1700.
  • 7. 2/18/2023 7 Bernardino Ramazzini, 1700. • “[I have seen] workers in whom certain morbid affections gradually arise from some particular posture of the limbs or unnatural movements of the body called for while they work.” • “Such are the workers who all day stand or sit, stoop or are bent double, who run or ride or exercise their bodies in all sorts of [excess] ways.” … “. . . the harvest of diseases reaped by certain workers . . .[from] irregular motions in unnatural postures of the body.”
  • 8. 2/18/2023 8 Bernardino Ramazzini, 1700. • Standing: – “Those who work standing ...carpenters, sawyers, carvers, blacksmiths, masons . . .are liable to varicose veins. . . [because] the strain on the muscles is such that the circulation of the blood is retarded.” – “Standing even for a short time proves exhausting compared with walking and running though it be for a long time. . . . Nature delights and is restored by alternating and varied actions.”
  • 9. 2/18/2023 9 Bernardino Ramazzini, 1700. Sitting – “Those who sit at their work suffer from their own particular diseases. [As noted back in Roman times by the learned slave] Plautus, ‘sitting hurts your loins, staring, your eyes.’ ” – “All sedentary workers...suffer from the itch, are a bad color, and in poor condition.. . . For when the body is not kept moving the blood becomes tainted, its waste matter lodges in the skin, and the condition of the whole body deteriorates.”
  • 10. 2/18/2023 10 Bernardino Ramazzini, 1700. Office work – “The maladies that affect the clerks arise from three causes: first, constant sitting; secondly, incessant movement of the hand and always in the same direction; and thirdly, the strain on the mind…” – “The incessant driving of the pen over paper causes intense fatigue of the hand and the whole arm because of the continuous . . . strain on the muscles and tendons.” – “An acquaintance of mine, a notary by profession, who, by perpetual writing, began first to complain of an excessive wariness of his whole right arm which could be removed by no medicines, and which was at last succeeded by a perfect palsy of the whole arm. . . . He learned to write with his left hand, which was soon thereafter seized with the same disorder.”
  • 11. History of Ergonomics 2/18/2023 11 Wojciech Jastrzebowski, a Polish scientist and author created the word ergonomics in 1857 in a philosophical narrative, “based upon the truths drawn from the Science of Nature” (Jastrzebowski, 1857).
  • 12. 2/18/2023 12 In the early 1900’s, the production of industry was still largely dependent on human power/motion. In the 19th century, Frederick Taylor pioneered the "scientific management" method, which proposed a way to find the optimum method of carrying out a given task. Taylor found that he could, for example, triple the amount of coal that workers were shoveling by incrementally reducing the size and weight of shovels until the fastest shoveling rate was reached. History of Ergonomics: Late 1800s / Early 1900s: The Industrial Revolution
  • 13. 2/18/2023 13 Frank and Lillian Gilbreth expanded Taylor's methods in the early 1900s to develop the "time and motion study". They aimed to improve efficiency by eliminating unnecessary steps and actions. By applying this approach, the Gilbreths reduced the number of motions in bricklaying from 18 to 4.5, allowing bricklayers to increase their productivity from 120 to 350 bricks per hour. Early 1900s
  • 14. 2/18/2023 14 • People adapted to the task and equipment. • Tests were developed for better worker selection and training. • “Efficiency gap” called for a paradigm shift by fitting job/tools to the person. 1900-1945: Workplace was “Task Oriented”
  • 15. 2/18/2023 15 First engineering psychology labs were established in US & Britain • first ‘Ergonomics Research Society’ was formed in Britain • First scientific journal in 1957 – ‘Ergonomics’ • International Ergonomics Society launched in 1959. 1945-1960: “Human Factors” Profession was born
  • 16. After World War II 2/18/2023 16 The focus of concern expanded to include worker safety as well as productivity. Research began in a variety of areas such as: • Muscle force required to perform manual tasks • Compressive low back disk force when lifting • Cardiovascular response when performing heavy labor • Perceived maximum load that can be carried, pushed or pulled
  • 17. 2/18/2023 17 • Initially human factors research was limited to military • Interest and need fed by “Race for Space” • Expansion beyond military and space research to industry and workplace (e.g. computers, automobiles, and other consumer products) 1960-1980: Rapid Growth
  • 18. 2/18/2023 18 • Computers - desire for “people-oriented” technology grew through ergonomically designed computers, user-friendly software, and office design • Disasters – Three Mile Island, Chernobyl, and various high-profile chemical plant explosions were linked to lack of attention to “human factor” considerations • Lawsuits – courts came to recognize the need for experts in explaining human behavior, responses, defective design, and effectiveness of workplace warnings and instructions 1980-Today: Computers, Disasters, & Lawsuits
  • 19. 2/18/2023 19 Concerns the application of ergonomics principles specifically to the workplace and related tasks. Occupational or Industrial Ergonomics
  • 20. 2/18/2023 20 Need for Occupational Ergonomics • “Social Justice” understanding of work and employment • Trend in industrialized countries to accommodate individual workers regardless of physical capabilities, age, gender, or race • Changing international standards for “work capacity” limits and “worker selection” tests • Research reveals greater diversity of “performance” within age and gender groups than previously thought. For example, recommended weight-lifting standard in 1960s by International Standards Organization is illegal now in many countries because it “stereotypes” age/gender lifting limits
  • 21. Physical Ergonomics and Work Related Musculoskeletal Disorder (WRMSD) 2/18/2023 21 Physical Ergonomics is concerned with human anatomy, anthropometry, physiology and bio mechanical characteristics as they relate to physical activity in work or daily life. Certain jobs or work conditions cause a higher rate worker complaints of undue strain, localized fatigue, discomfort, or pain that does not go away after overnight rest. Every year 1.8 million U.S. workers experience WRMSDs and nearly 600,000 of the injuries are serious enough to cause workers to miss work.
  • 22. 2/18/2023 22 OCCUPATIONAL ERGONOMICS & BIOMECHANICS Biomechanical Modeling Methods Anthropometric Methods Bioinstrumentation Methods Classifying and Evaluating Work Mechanical Work Capacity Evaluation Methods Kinesiology Methods Worker Selection Criteria & Training Hand Tool Design Guidelines Workplace & Machine Guidelines Seating Design Guidelines Material Handling Limits Improved Performance & Reduced Risk of Mechanical Trauma
  • 23. 2/18/2023 23 1. User Orientation: Design and application of tools, procedures, and systems must be user- oriented, rather than just “task” oriented 2. Diversity: Recognition of diversity in human capabilities and limitations, rather than “stereotyping” workers/users 3. Effect on Humans: Tools, procedures, and systems are not “inert”, but do influence human behaviour and well-being Six Pillars of Ergonomic Design
  • 24. 2/18/2023 24 4. Objective Data: Empirical information and evaluation is key in design process, rather than just use of “common sense” 5. Scientific Method: test and retest hypothesis with real data, rather than “anecdotal” evidence or “good estimates” 6. Systems: object, procedures, environments, and people are interconnected, affect one another, and do not exist in “isolation” Six Pillars (continued)
  • 25. 2/18/2023 25 Ergonomics – Physical Design • Who are the users? • How does technology fit different user dimensions? • How does technology fit user anatomy? • How does technology fit user strength? • How does technology fit different user abilities? • How safe is the technology (health, comfort, performance)? • How do users interact with technology?
  • 26. 2/18/2023 26 Ergonomics – Cognitive design • How do users expect the technology to work? • How is information displayed? • How well are stereotypical expectations met? • How complex is the interface? • How much training is required? • What user knowledge assumptions are met? • How does information facilitate learning and memory?
  • 27. 2/18/2023 27 Ergonomics - Layout • Are the work items optimally positioned in terms of comfort, convenience, and frequency of use? • How well does the layout support the work flow? • Who can be accommodated by the layout? • How flexible is the layout when work content changes?
  • 28. 2/18/2023 28 Ergonomics - Ambient conditions • Physical environment conditions at work • What are the prevailing climate conditions that could effect the work (thermal, luminous, acoustic, vibration, air quality, electromagnetic field) • What are the exposures? • What protection is required?
  • 29. 2/18/2023 29 Ergonomics – Work content • Job design selection and training • What are the work patterns (shifts etc.) • What are the work tasks? • What are the required skills (Physical, Cognitive, Social)? • What are the training needs?
  • 30. 2/18/2023 30 Macroergonomics • Organizational design and management • How should team work? • What motivate users? • How should functions be allocated? • How should team be led? • What are the opportunities for participatory ergonomics?
  • 31. 2/18/2023 31 The Ergonomics Profession “Human Factors Society” Member Backgrounds (1991) Psychology 45.1 % Engineering 19.1 % Ergonomics 7.7 % Medicine/Life Sciences 3 % Education 2.6 % Industrial Design 2.4 % Business 1.9 % Computer Science 1.3 % Other 8.3 %
  • 32. 2/18/2023 32 The Ergonomics Profession What Fields are Ergonomic specialists found in? (1991) Computers 22 % Aerospace 22 Industrial Processes 17 Health and Safety 9 Communications 8 Transportation 5 Other 17
  • 33. 2/18/2023 33 The Ergonomics Profession Where do Ergonomics specialists Work? (1991) Private Business/Industry 74 % Government Agencies 15 Academics/University 10 Where do Human Factors specialists Work? (1991) Large Organizations 57 %
  • 34. 2/18/2023 34 Other links for introduction to ergonomics https://en.wikipedia.org/wiki/Human_factors _and_ergonomics#History_of_the_field https://ergoweb.com/knowledge/ergonomics- 101/history/