The Advanced Ergonomics Manual
Table of Contents

 

 

The Advanced Ergonomics Manual Table of Contents

  

 

I.          INTRODUCTION

 

A.        What is Ergonomics?............................................................................................ 3

-         Definition

-         Goal

 

B.        Developing and Implementing an Ergonomics Program.................................. 5

-         Introduction

o       What is an Ergonomics Program?

-         Components of an Ergonomics Program

-         Health and Risk Factor Surveillance

o       Discussion – Passive Surveillance

o       Passive Surveillance - Does a Problem Exist?

o       Active Surveillance

o       Active Surveillance – When to Use?

-         Job Analysis and Design

-         Medical Management

o       Roles and Responsibilities

o       Job Familiarity

o       Early Reporting

o       Access to Health Care Providers (HCPs)

o       Evaluation of the Worker by the HCP

o       Treatment of the Worker

o       Follow-Up and Referral

o       Job Placement Evaluations

-         Training

-         Program Documentation and Evaluation

o       Is the Program Successful?

-         Starting the Program

o       Process Steps

o       Management Commitment

o       Setting Up the Ergonomics Team

-         Maintaining the Program

o       Assessing the Program

o       Responsibilities of the Ergonomics Committee

o       Discussion

-         Summary

C.        The Future of Ergonomics.................................................................................. 29

-         Introduction

o       What is the Direction of Ergonomics?

-         Industry Guidelines

o       Food Distribution

o       Semiconductor Industry

o       The Benefits of Industry Guidelines

-         Design-Stage Ergonomics

-         Team Ergonomics

 

D.          Ergonomics Standards and Guidelines.................…...............................32

-         Introduction

o       Standards-Making Organizations

-         Guidelines and Standards

o       Introduction

 

E.         Ergonomic Resources .............................................……………………….37

-         Resources

 

References....................................................................................................................... 40

Attachment IA.  Body Part Discomfort Survey.............................................................. 42

 

 

 

 

II.  TASK DESIGN

 

 

A.        Introduction............................................................................................................. 7

 

B.        Determining Upper Extremity Risk...................................................................... 8

- Introduction

·        Definition

·        Risk Factors

 

1.         Repetition, Duration, and Recovery Time............................................. 11

- Guidelines

·        Example of Use of ANSI Checklist

2.         Force........................................................................................................ 15

- Discussion

- Guidelines

·        Measuring Grip Forces

·        Factors Affecting Grip Strength                                    

3.         Postures of the Upper Extremities........................................................ 22

- Discussion

- Neutral Postures

- Guidelines

·        Static Postures

·        Velocity and Acceleration of Motion

·        Strength/Posture Interaction

·        Awkward Postures – How Much is Too Much?

4.         Environmental Risk Factors................................................................... 31

            -    Introduction

5.         Personal Risk Factors............................................................................ 31

            -    Introduction

6.         Summary - The Relationship Between Risk Factors and Injury/Illness..33

-         Evidence

-         Rating Risk Factors

7.         Checklists................................................................................................. 35

-    Discussion

 

C.        Upper Extremity Task Design Principles.......................................................... 36

- Introduction

1.         Minimize Repetition................................................................................ 37

- Guidelines

2.         Minimize Force Requirements............................................................... 39

- Guidelines

3.         Minimize the Awkward Postures of Hands and Arms......................... 43

- Guidelines

4.         Minimize Exposure to Environmental Factors...................................... 47

- Guidelines

 

D.        Determining Manual Material Handling Risk.................................................... 49

- Introduction

- Procedure

·        Data Collection

·        Task Variables

 

1.         Selecting the Appropriate Analysis Tool.............................................. 51

-         Discussion

-         Using the Table

2.         NIOSH Equation 1991 Draft................................................................... 53

-         Introduction

-         RWL

-         Equation

-         Variables

·        Horizontal Distance (H)

·        Asymmetry (A)

·        Frequency Multiplier (FM)

·        Coupling Multiplier (CM)

-         Lifting Index (LI)

-         Example of Use of the Equation

·        Description of Lifting Task

·        Determining Variables for Inclusion in the Equation

·        Calculating RWL

-         Multi-Task Procedure

·        When to use the Multi-Task Procedure

-         Validation of the Equation

-         NIOSH Equation Software

-         NIOSH Equation “Cheat Sheets”

 

3.         Biomechanical Models........................................................................... 67

-         Introduction

-         3D Static Strength Prediction Program

-         Guidelines

4.         Psychophysical Capacity Data.............................................................. 72

-         Introduction

5.         Two-Hand Lift/Lower Data...................................................................... 73

- Background

- Using the Tables

·        Example

·        Lift vs. Lower

·        Combination Tasks

 

a.         Adjustment Factors for Lifting Capacity Data.......................... 78

- Background

- Guidelines

·        Working Duration (hours) Multiplier

·        Limited Headroom Multiplier

·        Asymmetrical Lifting (Twisting) Multiplier

·        Couplings (Handles) Multiplier

·        Load Placement Clearance Multiplier

·        Load Asymmetry Multiplier

·        Heat Stress Multiplier

·        Multiple-Person (team) Lifting

6.         One-Hand Lift Data................................................................................. 84

-         Background

-         Using the Tables

-         Guidelines

7.         Two-Hand Carry Data............................................................................. 87

- Using the Table

·        Source

- Guidelines

8.         One-Hand Carry Data............................................................................. 89

- Using the Table

- Guidelines

 

9.         Two-Hand Push Data............................................................................. 90

- Using the Table

- Guidelines

10.       Two-Hand Pull Data............................................................................... 92

- Using the Table

- Guidelines

11.       One-Hand Push/Pull Forces................................................................. 94

- Background

- Guidelines

·        One Hand Push

·        One Hand Pull

 

12.       MMH Data for Awkward Postures.......................................................... 95

- Background

- Using the Tables

·        Kneeling Tasks

·        Task Description

·        Seated Tasks

·        Task Description and Recommended Weight of Lift

·        Lying Tasks

·        Task Description and Recommended Weight of Lift

 

E.        Manual Material Handling Design Principles................................................. 104

-                     Introduction

 

1.         Eliminate or Minimize MMH................................................................. 105

- Introduction

a.         Mechanization........................................................................... 105

- Guidelines

·     Example

·     Why Do Mechanical Assists Go Un-Used?

·     Cautionary Note Regarding Mechanization

b.         Eliminate or Reduce Rehandling............................................. 108

- Guidelines

·     Examples

c.         Increase Object Weight............................................................ 108

- Guidelines

·     Examples

 

2.         Reduce Stress Associated with MMH................................................ 109

- Introduction

a.         Reduce Object Weight............................................................. 109

- Guidelines

·     Examples

·     Comment – 2-Person Lifting

b.         Changing Handling Method..................................................... 111

- Guidelines

c.         Reducing Push/Pull Tasks....................................................... 112

- Guidelines

 

d.         Hand Truck / Cart / Caster Design.......................................... 113

- Guidelines

·     Hand Trucks and Carts

·     Casters

·     Weight of Load

e.         Container Design...................................................................... 117

- Guidelines

·     Types of Containers

·     Containers that are Manually Handled

·     Handle Design

·     Containers that are Loaded into or Unloaded

From

f.          Handwheel Design.................................................................... 121

- Guidelines

 

3.         Minimize Stressful Postures................................................................ 122

- Introduction

a.         Minimize Bending..................................................................... 123

- Guidelines

b.         Minimize Twisting...................................................................... 124

- Guidelines

c.         Reduce Extreme Horizontal Reaches..................................... 126

- Guidelines

d.         Reduce Above Shoulder Work................................................ 127

- Guidelines

e          Minimize Kneeling Tasks......................................................... 128

- Guidelines

f.          Provide Knowledge of Load Characteristics......................... 128

-  Introduction

- Guidelines

g.         Avoid Extreme Hand/Arm Posture.......................................... 129

- Guidelines

 

4.         Special Case: Patient Handling Tasks............................................... 130

- Introduction

- Guidelines

- Engineering Controls

a.            Work Environment

b.            Work Organization   

c.            Patient Handling Lift Assists                       

d.            Implementing Engineering Controls

-  Administrative / Training Controls

                                    - Effectiveness of Ergonomic Controls

 

F.         Physiologically Demanding Tasks.................................................................. 134

- Introduction

1.         Methods to Measure Energy Expenditure.......................................... 135

- Introduction

a.         Rating of Perceived Exertion................................................... 135

- Introduction

- Using the Scale

b.         Measurement of Heart Rate..................................................... 137

- Introduction

- Categorizing Work Based on Heart Rate

- Guidelines

 

2.         Factors Influencing Metabolic Demand.............................................. 138

- Introduction

a.         Frequency of Movement, Posture and Task Duration........... 138

- Guidelines

b.         Heat Stress................................................................................ 140

-      Introduction

-      Measurement

-      Heat Stress Criteria

-      Guidelines

 

References.................................................................................................................... 145

 

 

III.  WORK AREA DESIGN

 

 

A.        Introduction............................................................................................................. 7

 

B.        Applying Anthropometry to Workstation Design................................................ 8

- Introduction

- Guidelines

·        Principles

·        Anthropometric Data

1.         Anthropometric Adjustment Factors for Clothing................................. 12

-  Introduction

-  Guidelines

·        Shoes

·        Hard Hat

·        Work Gloves

·        Clothing

2.         Additional Anthropometry Sources....................................................... 14

- Sources

 

C.        Workstation Design Guidelines......................................................................... 15

- Introduction

·        Definition

·        Goals

·        Types

- Selection

·        Procedure

·        Example

- General Principles of Workstation Design

·        Provide Adequate Room for All Work Materials

·        Accommodate the Neutral Posture

·        Accommodate the Primary Viewing Area

·        Slanted Workstations (Angled Worksurfaces)

·        Adjustability

·        Distribution of Workload

·        Minimize Reaches

·        Layout

 

1.         Standing Workstation Design Guidelines............................................ 25

- Guidelines

·        Workstation Dimensions

·        Functional Working Height

·        Clearances at Standing Workstations

·        Anti-Fatigue Mats

·        Platforms

·        Footrests

·        Summary – Standing for Extended Periods

·        Standing Reach Distances

1.1             Special Case – Grocery Checkstand Design

- Guidelines

1.2             Standing Computer Workstation

- Guidelines

2.         Sit/Stand Workstation Design Guidelines............................................ 42

- Guidelines

·        Workstation Dimensions

·        Work Surface Heights

·        Sit/Lean Devices

3.         Seated Workstation Design Guidelines............................................... 46

- Guidelines

·        Workstation Dimensions

·        Reach Distances

·        Sharp Edges

·        Wrist Rests

·        Chair Design Guidelines

·        Caster Design

·        Chair Adjustment Features

·        Arm Rests - Yes or No?

·        Back Rest

·        Lumbar Pads

·        Foot Rests

·        The Seat Pan

·        Comment: Kneeling Chairs

·        Comment: Dynamic (Massaging) Chairs

·        Evaluating Seat Comfort

·        Sitting – How Long is Acceptable?

 

4.         Visual Guidelines for Workstations....................................................... 65

- Introduction

- Guidelines

·        Recommended Viewing Angles

5.         Special Case - VDT Work Area Design Principles............................ 68

- Guidelines

·        Clearances and Worksurface Heights

·        Monitor Position

·        Vertical Placement of Monitor

·        Horizontal Placement of Monitor (Viewing Distance)

·        Document Holders

·        Telephone Headsets

·        Illuminance

·        Acoustic Noise

·        Thermal Environment

·        VDT Work Breaks

·        Laptop Computers

6.         Special Case – Seated Microscope and Sewing Workstations....... 77

- Microscope Workstations

- Sewing Workstations

7.         Shelving and Passageways................................................................... 80

- Guidelines

·        Shelving

·        Passageways

 

D.        Ladders/Stairs/Ramps....................................................................................... 82

- Introduction

1.         Ladder Design......................................................................................... 83

- Introduction

- Guidelines

·        Vertical

·        Non-Vertical

·        Safety

2.         Stair Design............................................................................................. 87

- Introduction

- Guidelines

·        Stair Tread

·        Discussion

·        Flights

 

3.         Ramp Design........................................................................................... 90

- Introduction

- Guidelines

·        Grade

·        Cleats

·        Handrail

·        Wheelchair

 

E.        Control Guidelines............................................................................................... 93

- Introduction

- Definition

1.         Control Selection..................................................................................... 94

-    Guidelines

2.         Recommended Physical Dimensions for Controls.............................. 95

-         Guidelines

-         Handwheels

-         Valves and Levers

3.         Ergonomic Guidelines for Controls..................................................... 103

- Guidelines

·        General

·        Control Location

·        Control/Display Relationship

4.         Keyboards and Other Data Entry Devices......................................... 107

- Guidelines

·        Keyboards

·        Training Issue

·        Keyboard Slope

·        Segmented Keyboard Designs

·        General – Alternate Input Devices

·        Ball Controls (e.g., Trackballs)

·        Comment – Trackball Design

·        Mouse Controls

·        Comment – Incorporating the Mouse/Trackball into an

Existing Workstation

·        Touchpads

·        Comment - Mouse versus Trackball versus Touchpad

·        Light Pens

·        Voice Recognition Systems (VRS)

 

F.         Display Guidelines............................................................................................ 123

- Introduction

- Guidelines

·        Types of Displays

·        Display Use

·        Lighting of Displays

·        Location of Displays

·        Character Size

1.         Design Guidelines for Analog Displays.............................................. 127

- Introduction

- Guidelines

2.         Special Case:  VDT Display Characteristics.................................... 128

- Introduction

- Guidelines

·        Monitor Type (Technology)

·        Refresh Rate

·        Resolution

·        Brightness and Contrast

·        Characters

·        Polarity

·        Color

·        Glare

·        Lighting, Glasses and Visual Comfort

o       Full-Spectrum Lighting

o       Task Lighting

o       Flicker from Lighting Systems

o       Glasses

o       Measuring Visual Fatigue

·        Reading from a VDT versus Paper

3.         Illuminated Indicators............................................................................ 139

- Introduction

- Guidelines

·        Color Coding

4.         Grouping and Coding Display Information......................................... 141

- Introduction

- Guidelines

·        Grouping Display Information

·        Coding Display Information

 

 

5.         Auditory Displays.................................................................................. 144

- Introduction

- Guidelines

 

G.        Warning Signs and Labels............................................................................... 145

-  Introduction

-  Definition

- Guidelines

1.         Guidelines for Effective Warning Signs and Labels.......................... 146

- Introduction

- Guidelines

·        Format-Related

·        Content-Related

·        Mode of Presentation

·        General

2.         Standard-Making Organizations and

Recommended Warning Systems...................................................... 154

- Organizations

- Guidelines

 

H.        Illumination in the Workplace........................................................................... 158

- Introduction

1.         Illumination Measuring Techniques..................................................... 159

- Introduction

- Guidelines

·        Procedure

·        Discussion

2.         Determining Industrial Lighting Requirements................................... 160

- Introduction

·        Example

- Guidelines

·        Procedure

3.         Illumination and Character Size........................................................... 165

- Introduction

- Guidelines

4.         Illumination Special Cases - VDT Work,

Inspection Tasks................................................................................... 166

- Introduction

- Guidelines

·        VDT Work

·        Inspection Tasks

 

 

References.................................................................................................................... 167

 

 

 

 

IV.     HAND TOOL DESIGN, EVALUATION, AND SELECTION

 

 

            A.       Introduction.............................................................................................................. 4

                        - Background

                        - Discussion

                                    • Force

                                    • Physical Dimensions

                                    • Air and Vibration

                                    • Task/Posture

 

            B.       Force........................................................................................................................ 7

                        - Introduction

                        1        Direction of Force....................................................................................... 7

                                    - Guidelines

                                                • Examples

                        2        Handle Grip Forces..................................................................................... 9

                                    - Guidelines

                                                • Repetitive Grip Forces

                                                • Definitions of Grip Types

                                                • Torque

                                                • Tool Weight

                                                • Feed Force

                                                • Powered Tools

                                                • Springs

                                                • Gloves

                                                • Triggers

                                                • Center of Gravity

                                                • Tool Balancers

                                                • Air Hoses

                                                • Reaction Force (“kickback”)

                                                • Vibration

                                                • Cold

 

            C        Handle Features................................................................................................... 22

                        - Introduction

                        1         Resting Hand............................................................................................ 23

                                    - Introduction

                                    - Guidelines

                                                • Availability and Constraints

                        2         Left Handed Tools.................................................................................... 24

                                    - Introduction

                                    - Guidelines

                        3.        Surface Quality......................................................................................... 24

                                    - Introduction

                                    - Guidelines

                        4.        Handle Size.............................................................................................. 27

                                    - Introduction

                                    - Guidelines

                                                • Enclosed Handle

                                                • Force/Torque

                                                • Providing Different Sized Tools based on Hand Size

                        5.        Handle Shape........................................................................................... 31

                                    - Guidelines

 

            D        Hand/Arm Postures.............................................................................................. 32

                        - Introduction

                        1         Wrist Deviation......................................................................................... 32

                                    - Introduction

                                    - Guidelines

                                    -  Applications

                        2.       Shoulder Abduction.................................................................................. 34

                                    - Introduction

                                    - Guidelines

                        3.       Forearm Rotation...................................................................................... 35

                                    - Introduction

                                    - Guidelines

 

            E.       Tool Maintenance................................................................................................. 36

                        - Guidelines

                                    • Cutting Edges

                                    • Handles

                                    • Lubrication

                                    • Work Environment

                                    • Vibration

           

            F.       Ergonomic Tool Design – Examples ................................................................. 37

                        -    Introduction

                        -         Examples

                                    • Hand-Held Scanners

                                    • Spray Guns

                                    • Hammers

                                    • Shovels

                                    • Manual Saws

                                    • Pneumatic Nut Runners

                                    • Pens / Writing Instruments

                                    • Screwdrivers

                                    • Syringes / Liquid Dispensing Systems

                                    • Tweezers

                                    • Knives

                                    • Power Drills

                                    • Orbital Sanders / Vibration-Producing Power Tools

                                   

            References....................................................................................................................... 50

 

 

 

V.       ENVIRONMENTAL FACTORS

 

 

 

A.    Introduction…………………………………………………………………………3

 

B.    Noise in the Workplace……………………………………………………………..4

                        Introduction

·        What is Noise?

·        Sources of Noise

·        Effects of Noise

·        The Ergonomist’s Role

 

            1.  Measuring Noise……………………………………………………………..5

                                    Introduction

                                    Instruments

·        Sound Level Meter

·        Dosimeter

·        Octave Band Analyzer

                                    Measurement Techniques

·        Personal Monitoring

·        Area Monitoring

                                    Procedures-General

                        2.   Standards and Guidelines…………………………………………………7

 OSHA Occupational Noise Exposure Standard (1983)

·        Introduction

·        Using the Standard

·        Employee Daily Noise Exposure

                                                Example

                                    Guidelines - Office Work Environment

            3.    Control Strategies………..…………………………………………….11

Introduction     

Strategies

·        General Procedures

·        Design of New Facilities for Noise Control

·        Controlling Noise in an Existing Facility - Control at the Source

·        Controlling Noise in an Existing Facility - Control Along the Path

                                                Sound Absorbing Materials                              

                                                Shields, Barriers, and Enclosures

·        Controlling Noise in an Existing Facility - Control at the Receiver

                                                Administrative Controls

Personal Protective Equipment

                                                Types of Personal Protective Equipment

·        Controlling Noise in the Office       

 

            C.      Vibration…………………………………………………………………..…19

Introduction

Definitions

Effects

Measurement

1.        Whole Body Vibration………………………………………………20

Guidelines

Resonance

Suspension

2.         Segmental Vibration…………………………………….…………23

Guidelines

 

D.        Temperature………………………………………………………….…….26

Introduction

1.         Heat Stress…………………………………………………………27

                                                Introduction

                                                Measurement

                                                Heat Stress Criteria

                                                Guidelines

                        2.         Cold………………………………………………………….…….30

Introduction

Guidelines

                        3.         Thermal Comfort ………………………………………………….33

Guidelines

 

E.         Indoor Air Quality………………………………………………..……….34

                        Introduction

                                    Definitions

                                    Health Effects (Sick Building Syndrome)

Design Guidelines…………………………………………………………….……35

                        Recommended Ventilation Rates

Control Strategies……………………………………………………….…36

 

F.         Slip/Fall Risk…………………………………………………..………….38

                                    Guidelines

 

References…………………………………………………………………………41

 

VI.                   SPECIAL ISSUES

 

 

A.        Introduction............................................................................................................. 5

 

B.        Design for Maintainability and Assembly............................................................ 6

- Introduction

1.         Troubleshooting......................................................................................... 7

- Introduction

- Guidelines

2.         Design to Improve Accessibility............................................................... 8

- Introduction

- Guidelines

• Clothing

• Access Openings / Clearances

• Visual Requirements

• Hinged Doors

• Drawers

• Access Port Size and Shape

• Access Port - Quantity

• Safety

• Access Port Location

• Labeling

3.         Designing for Repair Issues................................................................... 18

- Introduction

- Guidelines

• Maintenance

• Time

• Connectors / Fasteners

• Conductors

• Cables

• Piping

• Hand Tools

• Circuit Boards

• Labeling

• Legibility

 

4.         Designing Maintenance Job Aids......................................................... 23

- Introduction

- Guidelines

- Procedure

5          Designing for Assembly......................................................................... 25

- Guidelines

 

C.        Design for the Disabled...................................................................................... 26

- Introduction

• Definition

1.         Assessing Capabilities.......................................................................... 27

- Procedure

- Written Resources

- Additional Resources

2.         Design Guidelines for Specific Cases................................................. 29

- Introduction

a.         Sight Limitation............................................................................ 30

- Introduction

- Guidelines

b.         Hearing Limitation....................................................................... 32

- Introduction

- Guidelines

c.         Information Processing Impairment........................................... 33

- Introduction

- Guidelines

d.         Sensation Limitation................................................................... 34

- Introduction

- Guidelines

• Wheelchairs

e.         Difficulty in Manipulating............................................................. 36

-         Introduction

-         Guidelines

f.          Difficulty in Lifting, Reaching, Carrying..................................... 38

- Introduction

- Guidelines

 

D.        Administrative Controls...................................................................................... 39

- Introduction

- When do we use Administrative Controls?

1.         Job Rotation............................................................................................. 40

- Introduction

- Guidelines

•           What Jobs do we Rotate Between?

•           Example

•           Additional Guidelines

•           How Frequently Should we Rotate?

- Benefits of Job Rotation

- Drawbacks of Job Rotation

- Job Enlargement

2.         Microbreaks............................................................................................. 45

- Definition

- Guidelines

•           Types of Microbreaks

•           Types of Microbreaks – Discussion

•           How often should the worker take a microbreak?

•           What should the worker do during the Microbreak?

•           Discussion – Microbreak Software

3.         Stretching, Exercise and Work Hardening........................................... 49

- Introduction

- Guidelines

•           Selecting an Exercise Protocol

•           How Often should we Stretch?

- Do Exercise Programs Work?

- Work Hardening

- Wellness Programs

4.         Physical Ability Testing (PAT)................................................................ 55

- Introduction

- Legal Issues

- Developing a PAT Program

•           Is a PAT Program Warranted?

•           Define the Physical Requirement of the Job

•           Develop Test Battery

•           Provide Validation Documentation

                                    - Effectiveness of PAT Programs

5.       Back Belts, Wrist and Elbow Braces ..................................................... 59

- Introduction

- Back Belts

•           How do back Belts Work?

•           Do Back Belts reduce Injuries?

            -  Wrist Braces

            -  Elbow Braces

6       The Psychosocial Environment ............................................................... 61

            - Introduction

            - Definition

            - Measuring Stress

            - Guidelines

 

References....................................................................................................................... 66

 

 

 

ATTACHMENT A.  ERGONOMIC CHECKLISTS

 

 

GLOSSARY OF TERMS

 

 

INDEX