UNIT 19A
Ergonomics: Introduction
Work Environment &
Human Factors
Enhanced & Integrated Study Notes
|
Scope of
these notes |
|
• Definitions, history, and disciplinary
foundations of ergonomics • FJM vs FMJ design philosophy and workplace
problem-solving method • Applied guidelines — seating, lifting, tool
and wrist posture • Biomechanical model of spinal loading
(L5/S1) with NIOSH criteria |
Contents
1. Meaning and Core Definition
Ergonomics
derives from the Greek ergon (work) and nomos (law) — literally, the "Law
of Work." It is concerned with achieving the optimal relationship between
people and their work environment, treating the human operator, the machine,
and the work environment as one interacting system.
|
ILO Definition • Ergonomics is the application of human and
biological sciences, together with engineering, to improve the work
environment and simultaneously enhance productivity. |
Ergonomics is
inherently multidisciplinary: it studies the person, the machine, and the work
environment together, with the objective of achieving optimal performance
without physiological or psychological discomfort.
1.1 The Human – Machine –
Environment Triad
|
Component |
Representative
Factors |
|
Human |
Muscle strength, physical
dimensions, body build, age, sex |
|
Work environment |
Heat, noise, vibration,
light, acceleration |
|
Machine / task |
Equipment, tools,
workstation layout, job design |
|
Poor match produces |
Job injury, work stress,
human error, poor performance |
2. Historical Development
Ergonomic
thinking is not new — even Stone Age tool-makers shaped implements to fit the
user and the task. What is recent is its formalisation as a distinct
discipline.
|
Period /
Region |
Key
Development |
|
Stone Age |
Hand tools shaped to fit
the user and the task |
|
Industrial Revolution |
Human-centred design:
interesting jobs to humans, repetitive tasks to machines |
|
Post-WWII, UK |
Focus on equipment and
workspace design; drew on anatomy, physiology, industrial medicine,
architecture, illumination engineering |
|
1950, Britain |
Ergonomics Research Society
established |
|
Continental Europe |
France, Germany,
Netherlands, Scandinavia: discipline well established; labour unions actively
promote it for safety, health, comfort, convenience |
|
USA, early 1950s |
Human Factors emerges as a
parallel discipline |
|
USA — aerospace |
Major success in
large-system design (NASA, space programmes) |
|
Industry |
Eastman-Kodak and IBM among
the earliest substantial industrial adopters, often led by industrial
engineers and company nurses |
|
Recent |
Human Factors Society (USA)
renamed the Human Factors and Ergonomics Society |
A unifying
thread across both traditions: both human factors and ergonomics take the FJM
approach — jobs should be made appropriate for people, not the reverse.
3. Major Focus of Ergonomics
1.
Designing and engineering human–machine systems.
2.
Applying science to people performing in working
environments.
3.
Studying humans' limited capabilities as they relate to
safe job operation.
4.
Improving knowledge of work and work-related stress.
5.
Studying the interface between people and
equipment/environment.
4. Basic Design Approaches: FMJ vs FJM
|
Approach |
Meaning |
Application |
|
FMJ — Fit the Man to the
Job |
Change or train the worker
to suit the job |
Justified only under
extreme, unavoidable circumstances (e.g., acclimatisation to unavoidable
heat) |
|
FJM — Fit the Job to the
Man |
Design the job around human
characteristics |
Almost always the superior
approach |
The FJM
approach assumes that a suitable set of operator characteristics can be
specified, and that a job can be designed around them for virtually any task.
Ergonomics content is therefore directed at describing these characteristics at
the anatomical, physiological, and psychological levels, and at explaining
their design implications. Where FMJ is unavoidable — such as workers who must
acclimatise to fixed hot conditions — FJM-style mitigations (better work–rest
schedules, protective clothing) remain preferable wherever possible.
5. Purpose, Rationale, and Benefits
5.1 Purpose
To identify and
remove work stresses that adversely affect the health, safety, and efficiency
of workers.
5.2 Why Ergonomics?
●
Provide a safe and productive workplace.
●
Comply with regulatory bodies.
●
Achieve better productivity.
5.3 Benefits
|
Benefit |
Organisational
Impact |
|
More production output |
Higher throughput |
|
Reduced lost time |
Less downtime |
|
Lower medical cost |
Reduced healthcare burden |
|
Reduced absenteeism |
Better attendance |
|
High-quality work |
Fewer defects |
|
Safe workplace |
Fewer accidents |
|
Reduced labour turnover |
A more stable workforce |
6. Contributing Disciplines
|
Discipline |
Study Area |
|
Anthropometry |
Human capabilities,
limitations, and body dimensions |
|
Biomechanics |
Forces and stresses acting
on the human body |
|
Work physiology |
Body functions affected by
muscular stress |
|
Industrial psychology |
Human behaviour |
|
Epidemiology |
Incidence of disease and
injury |
|
Bioengineering |
Engineering applied to
designing work tools for human use |
Ergonomics also
draws more broadly on mathematics, physics, chemistry, engineering and
technology, and the biological sciences — reflecting its position at the
intersection of multiple fields.
7. Workplace Problems and the Ergonomics Method
Workplace
problems relate to four interacting elements:
1.
The work or task to be performed.
2.
The humans responsible for the work.
3.
The environment in which humans work.
4.
The interfaces between work, humans, and environment.
Because
technology changes continuously and no two people perform identical work in
exactly the same way, such problems can never be eliminated completely — only
continuously managed. Addressing them calls for interdisciplinary knowledge
(work physiology, biomechanics, psychology, engineering, systems design,
cybernetics) to formulate system goals, understand functional requirements,
analyse the system, design improvements, and implement them.
|
Long-run outcomes of ergonomic solutions • Increased productivity and efficiency of
resources • Safer working methods • Improved health with minimised hazards • A comfortable, well-maintained work
environment • Minimum cost, maximum quality, and an
acceptable quality of work life |
Despite this
potential, ergonomics remains under-implemented outside some developed Western
economies, and awareness of its importance remains limited among
non-specialists. As technology and human–machine interfaces grow more complex,
the need for systematic ergonomic design is expected to intensify.
8. Steps to Identify and Solve Ergonomic Problems
1.
Become aware of the problem.
2.
Analyse the task and the conditions — drawing on expert
knowledge, operator suggestions, performance data, dissatisfaction or turnover
trends, health records, and accident reports.
3.
Identify the specific problem.
4.
State the needs and the goal.
5.
Select a candidate solution.
6.
Apply engineering control or managerial control.
7.
Implement the solution.
8.
Check for success — if solved, close out; if not,
return to steps 2–5.
9. Applied Ergonomic Guidelines
9.1 Chair Design
An
ergonomically correct chair enables the user to maintain an erect sitting
posture. The ideal chair provides:
●
Adjustable lower back (lumbar) support.
●
A soft or curved front edge to the seat bucket.
●
Easily adjustable height.
●
Five legs with rollers for safe, easy manoeuvrability.
If the feet
cannot fully reach the floor after height adjustment, a footrest or foot stool
should be used — pressing the feet against the floor or stool helps
counterbalance the forces exerted on the lower back while sitting.
9.2 Correct Sitting Posture
●
Torso upright, upper arms vertical.
●
Cushioned backrest supporting the inward lumbar curve.
●
Cushioned seat; thighs horizontal and supported.
●
Lower legs vertical, feet flat on the floor.
9.3 Limiting Strain While
Sitting
●
Use lumbar support pads and adjustable chairs.
●
Increase leg and foot room; adjust work-surface height.
●
Use a foot rest.
●
Stand up every 45–60 minutes.
9.4 Tool and Workstation
Design
●
Use a tool on a horizontal surface at elbow height, or
on a vertical surface below knuckle height.
●
Tool suspension aids a better grip.
●
Good lighting on stairs and in corridors prevents
accidents and reduces product damage.
●
Proper workstation design prevents awkward wrist
postures.
●
Carry thin items in a cupped hand rather than a pinch
grip, which strains the hand.
●
Where work is needed from both sides of an item, allow
free worker movement or free rotation of the item so work is always done in
front of the body.
9.5 Manual Material
Handling
●
Keep the load close to the body.
●
Keep the back straight; use stable foot positions.
●
Lift using the power of the legs, not the back.
●
Move materials along surfaces of the same height — the
best arrangement.
●
Lifting from a platform is preferable to lifting from
the floor.
●
Use cut-out handholds that allow gripping with bent
fingers, reducing the force required, and position them so the container can be
carried in front of the body.
●
Minimise the distance between the worker and the work
item.
9.6 Pushing, Pulling, and
Contact Stress
Non-back-related
strains can arise from pushing and pulling tasks, driven by the push or pull
force applied. Contact stress at sharp or hard edges can be reduced through
padding and improved workstation-edge design.
10. Biomechanics of Lifting: The L5/S1 Spinal Loading Model
Manual lifting
guidelines can be formalised as a single-equivalent-muscle biomechanical model
of the low back, taken about the L5/S1 lumbosacral joint — the point of
greatest mechanical disadvantage in the spine during forward-bent lifting.
10.1 Variables
|
Symbol |
Meaning |
|
W_torso, W_load |
Weight of the upper body
and weight of the load being lifted |
|
d_torso, d_load |
Moment arms — horizontal
distance from the L5/S1 joint to the centre of mass of the torso and of the
load |
|
d_muscle |
Moment arm of the erector
spinae muscles about L5/S1 (≈ 5 cm) |
10.2 Moment Equilibrium and
Muscle Force
Taking moments
about the L5/S1 joint, the erector spinae muscles must generate a
counter-moment equal to the moment produced by the torso and load:
Fmuscle × dmuscle = Wtorso × dtorso + Wload × dload
Rearranged, the
required muscle force is:
Fmuscle = (Wtorso × dtorso + Wload × dload) ÷ dmuscle
Because
d_muscle is small (about 5 cm) relative to d_torso and d_load, the erector
spinae must generate a muscle force many times larger than the actual weight of
the torso and load combined — this mechanical disadvantage is the central
reason manual lifting is so damaging to the low back.
10.3 Compressive Force at
L5/S1
Vertical force
equilibrium at the disc gives the net compressive force on the spine as the sum
of the muscle force and the weights being supported:
Fcompression = Fmuscle + Wtorso + Wload
This
compressive force acts on the intervertebral disc and vertebral end-plates and
is the quantity used in occupational risk assessment.
10.4 NIOSH Evidence
Threshold
|
NIOSH Action Limit • The National Institute for Occupational
Safety and Health (NIOSH) sets 3,400 N (≈ 770 lb) of L5/S1 compressive force
as the Action Limit. • Forces above this threshold are associated
with increased risk of spinal disc micro-fractures, disc herniation, and
severe low-back pain. |
10.5 Safe Lifting Protocol
(derived from the model)
●
Load position: keep the object as close to the body as
possible — this minimises d_load and therefore F_muscle and F_compression.
●
Posture: keep the back straight and erect; bend at the
knees and hips rather than the spine.
●
Foot stance: maintain a stable, wide base of support.
●
Muscle utilisation: lift using the powerful quadriceps
and gluteal muscles rather than the lumbar erector spinae.
●
Platform usage: store materials at knuckle or hip
height to avoid lifting directly from floor level.
●
Container handholds: use cut-out, recessed handholds
that allow power gripping with bent fingers instead of pinch grips.
Every
element of the classical "lift with your legs, not your back"
instruction reduces one of the terms in the moment-equilibrium equation above —
the model is the mechanism behind the rule of thumb.
11. Back Loading and Back Pain
The back is
loaded by four interacting forces: torso and arm weight, the load held in the
hands, the resultant erector-spinae muscle force, and the resulting compressive
force on the spine (formalised above in Section 10).
|
Work-related
factors |
Factors not
work-related |
|
Poor equipment design and
layout |
Previous history of back
problems |
|
Lifting |
Age |
|
Pushing and pulling |
Fitness (or lack of it) |
|
Prolonged sitting or
standing |
Outside activities: sports,
hobbies, yard work |
|
Sudden high-level exertions |
|
|
Extended working hours
(over eight hours a day) |
|
12. Hand, Wrist, Arm, and Shoulder Issues
|
Activity |
Affected
Part |
|
Bending or twisting the
wrist |
Wrist, elbow |
|
Forceful finger grips |
Hand, wrist, elbow |
|
Pinches |
Hand, wrist |
|
Resting the arm on a sharp
edge |
Forearm, elbow, wrist |
|
Hand hammering |
Contact point on the hand;
posture and force may also affect wrist, forearm, elbow |
Shoulder and
upper-back strain is associated with raising the elbows, reaching too far,
shrugging the shoulders, and reaching backward behind the mid-torso line.
13. Wrist Position, Grip Strength, and WMSDs
13.1 Wrist Posture vs. Grip
Strength
Wrist position
directly changes the biomechanical efficiency of the flexor tendons as they
pass through the carpal tunnel. Any deviation away from the neutral (0°) axis
reduces maximum voluntary contraction (MVC) grip strength, because the tendons
lose their straight line of pull and the finger flexors must work at a
mechanical disadvantage.
|
Wrist
Position |
Grip
Strength (% of maximum) |
|
Neutral (0°) |
100% |
|
25° radial deviation |
80% |
|
40° ulnar deviation |
75% |
|
45° extension |
75% |
|
45° flexion |
60% |
|
65° flexion |
45% |
Key point: the
neutral position is the strongest and most stable. Deviation weakens grip and
requires more force to accomplish the same task — repeated forceful gripping in
a deviated posture is a primary contributor to cumulative trauma at the wrist.
13.2 Wrist Motions
●
Extension — bending the hand backward.
●
Flexion — bending the hand down.
●
Radial deviation — bending the hand toward the thumb.
●
Ulnar deviation — bending the hand toward the little
finger.
●
Neutral — hand in line with the forearm.
13.3 Power Grip
●
The hand closes around the object; the thumb touches or
overlaps the fingers.
●
Strongest and most stable when the hand is in line with
the forearm.
●
Bending the wrist weakens the grip.
13.4 Work-Related
Musculoskeletal Disorders (WMSDs)
WMSDs are also
referred to as cumulative trauma disorders, repetitive stress injuries,
repetitive motion injuries, or occupational overuse syndromes. They result from
repeated strain, awkward postures, forceful exertions, and poor workstation
design acting cumulatively over time — rather than from a single traumatic
event.
14. The Cumulative Trauma "Mountain" Analogy
Symptom
progression is often depicted as an ascent up a mountain that is partly
obscured by fog — the fog representing the level of perception and awareness of
symptoms at each stage:
1.
Fatigue, tiredness, uneasiness, and discomfort —
commonly accepted as "normal" after a full day’s work.
2.
Occasional movement or posture problems; intermittent
discomfort, fatigue, small aches.
3.
Soreness and persistent pain and ache affecting
well-being and performance.
4.
Pronounced symptoms that make it difficult to continue
usual activities.
5.
Disorders, injuries, and diseases requiring medical
intervention.
6.
Disability.
Because early
stages sit "in the fog," workers and supervisors often normalise
symptoms that are, in fact, early warning signs — reinforcing the case for
proactive ergonomic assessment rather than waiting for injury to appear.
15. Quick-Revision: Key Exam Points
●
Ergonomics = "Law of Work"; studies the
Human–Machine–Work Environment triad.
●
ILO definition: human + biological sciences +
engineering → improved work environment + enhanced productivity.
●
FJM (fit the job to the man) is almost always superior
to FMJ (fit the man to the job).
●
Contributing disciplines: anthropometry, biomechanics,
work physiology, industrial psychology, epidemiology, bioengineering.
●
Ergonomics Research Society founded in Britain, 1950;
Human Factors Society (USA) later renamed the Human Factors and Ergonomics
Society.
●
Problem-solving cycle: aware → analyse → identify →
state goal → select solution → control → implement → check.
●
Ideal chair: adjustable lumbar support, curved
seat-front edge, adjustable height, five legs with rollers.
●
Manual lifting: keep load close, back straight, stable
feet, use leg power — all reduce moment arms in the L5/S1 model.
●
NIOSH Action Limit for L5/S1 compressive force: 3,400 N
(≈ 770 lb).
●
Neutral wrist position = 100% grip strength; any
deviation reduces grip strength and raises WMSD risk.
●
WMSDs = cumulative trauma disorders / repetitive stress
injuries / repetitive motion injuries / occupational overuse syndromes.
19A Ergonomics: Introduction — Integrated Study Notes
- Meaning & Definition
· Ergonomics = Greek ergon = work + nomos = law → Law of Work.
· Deals with interaction of Human + Machine + Work Environment.
· Concerned with achieving the optimal relationship between people and their work environment.
· ILO definition: Application of human and biological sciences and engineering to improve the work environment and at the same time enhance productivity.
· It is a multidisciplinary science studying men, machine, and work environment to achieve optimal performance without physiological and psychological discomfort.
- Human–Machine–Environment Model
Component Factors
Human Muscle strength, physical dimensions, body build, age, sex
Work environment Heat, noise, vibration, light, acceleration
Machine/task Equipment, tools, workstation, job design
Poor match causes Job injury, work stress, human errors, poor performance
- History of Ergonomics
· Ancient/Stone Age: hand tools designed to fit user and task.
· Industrial Revolution: human-centred design; interesting jobs to humans, repetitive tasks to machines.
· After WWII, UK: focus on equipment and workspace design.
· Related subjects: anatomy, physiology, industrial medicine, design, architecture, illumination engineering.
· Ergonomics Research Society established in 1950.
· Europe: France, Germany, Netherlands, Scandinavia — well-established; labour unions promote safety, health, comfort, convenience.
· USA: Human Factors emerged in early 1950s.
· Success in aerospace/NASA.
· Manufacturing applications recent — Eastman-Kodak, IBM.
· Human Factors Society renamed Human Factors and Ergonomics Society.
- Major Focus of Ergonomics
· Designing and engineering human-machine systems.
· Applying science to people performing in working environments.
· Studying human limited capabilities related to safe job operation.
· Improving knowledge of work and stress.
· Studying interface between people and equipment.
- Basic Approaches: FMJ vs FJM
Approach Meaning Remarks
FMJ Fit the Man to the Job Only under extreme circumstances, e.g. unavoidable hot conditions; use acclimatization, better work-rest schedule, protective clothing.
FJM Fit the Job to the Man Superior and preferred approach. Assumes operator characteristics can be specified and job designed around them.
Ergonomics describes operator characteristics at anatomical, physiological, and psychological levels and explains design implications.
- Purpose, Why Ergonomics, Benefits
Purpose: Identify and remove work stresses that adversely affect health, safety, and efficiency.
Why Ergonomics?
· Safe and productive workplace.
· Comply with regulatory bodies.
· Better productivity.
Benefits
· More production output
· Reduced lost time
· Lower medical cost
· Reduced absenteeism
· High quality work
· Safe workplace
· Reduced labour turnover
- Contributing Disciplines
Discipline Study Area
Anthropometry Human capabilities, limitations, body dimensions
Biomechanics Forces and stresses on human body
Work physiology Body functions affected by muscular stress
Industrial psychology Human behaviour
Epidemiology Incidences of disease/injury
Bioengineering Engineering in design of work tools for human use
Other Mathematics, physics, chemistry, engineering & technology, biological sciences, psychology
- Workplace Problems & Ergonomics Method
Problems relate to:
- Work/task to be performed.
- Humans responsible for work.
- Environment where humans work.
- Interfaces between work, humans, and environment.
No two persons work exactly the same; technology changes continuously. Problems cannot be completely eliminated.
Interdisciplinary knowledge needed to:
· Formulate systems goals.
· Understand functional requirements.
· Analyze the system.
· Design a new system.
· Implement the system.
Ergonomics solutions lead to:
· Increased productivity and efficiency.
· Safe working methods.
· Improved health and minimized hazards.
· Comfortable work environment.
· Long run: minimum cost, maximum quality, acceptable quality of work life.
-
Steps to Identify and Solve Ergonomic Problems
-
Become aware of the problem.
-
Analyze task and condition.
· Use expert knowledge, operator suggestions, performance problems, dissatisfaction, turnover, health effects, accidents. -
Identify problem.
-
State needs and goal.
-
Select candidate solution.
-
Engineering control / Managerial control.
-
Implement solution.
-
Check success.
· Yes → problem solved.
· No → go back to steps 2–5. -
Ergonomic Guidelines
Chair Design
Ideal chair:
· Adjustable lower back (lumbar) support.
· Soft or curved front edge of seat bucket.
· Easily adjustable height.
· Five legs with rollers for easy and safe manoeuverability.
If feet cannot reach floor: use footrest/foot stool. Pressing feet against floor/stool helps counterbalance lower-back forces.
Sitting Posture
· Torso upright.
· Upper arms vertical.
· Cushioned backrest supporting inward lumbar curve.
· Cushioned seat.
· Thighs horizontal and supported.
· Lower legs vertical.
· Feet flat on floor.
Ways to Limit Strains While Sitting
· Use lumbar support pads.
· Use adjustable chairs.
· Increase leg and foot room.
· Adjust work surface height.
· Use a foot rest.
· Stand every 45–60 minutes.
Tool & Workstation Design
· Use tool on horizontal surface at elbow height.
· Use on vertical surface below knuckle height.
· Tool suspension helps better grip.
· Good lighting on staircases/corridors prevents accidents and reduces product damage.
· Proper workstation design prevents awkward wrist postures.
· Carry thin item in a cupped hand, not pinch grip.
· If work needed from both sides, arrange free movement or rotation so work is done in front.
Manual Material Handling
· Keep load close to body.
· Keep back straight.
· Stable foot positions.
· Use power of legs.
· Move materials along surfaces of same height — best arrangement.
· Lifting from platform is better than lifting from floor.
· Cut-out handholds allow gripping by bent fingers, reducing force.
· Locate handholds so box/container can be carried in front of body.
· Minimize distance between worker and work item.
- Back Loading & Back Pain
How back is loaded:
· Torso and arm weight
· Load in hands
· Resultant muscle force
· Compressive force on spine
Work-related back pain factors:
· Poor equipment design and layout
· Lifting
· Pushing and pulling
· Prolonged sitting or standing
· Sudden high-level exertions
· Extended working hours (over 8 hours/day)
Non-work factors:
· Previous history of back problem
· Age
· Fitness or lack of it
· Outside activities: sports, hobbies, yard work
- Hand, Wrist, Arm & Shoulder Issues
Activity Affected Part
Bending wrist / twisting motions Wrist, elbow
Forceful finger grips Hand, wrist, elbow
Pinches Hand/wrist
Resting arms on sharp edge Forearm, elbow, wrist
Hand hammering Contact point on hand; posture/force may affect wrist, forearm, elbow
Shoulder/upper back affected by:
· Raising elbows
· Reaching too far
· Shrugging shoulders
· Reaching backwards behind mid-torso line
Work-Related Musculoskeletal Disorders (WMSDs) terms:
· Cumulative trauma disorders
· Repetitive stress injuries
· Repetitive motion injuries
· Occupational overuse syndromes
- Wrist Position & Grip Strength
Wrist Position Grip Strength
Neutral 0° 100%
25° radial deviation 80%
40° ulnar deviation 75%
45° extension 75%
45° flexion 60%
65° flexion 45%
· Neutral position = strongest and most stable.
· Wrist deviation weakens grip and requires more force.
· Motions: extension, neutral, flexion; radial deviation, ulnar deviation.
Power Grip
· Hand closed around object.
· Thumb touches or overlaps fingers.
· Strongest and most stable when hands are in line with forearm.
· Bending wrist weakens grip.
- Cumulative Trauma Mountain Analogy
Progression from normal to severe:
- Fatigue, tiredness, uneasiness, discomfort considered “normal” after a full day’s work.
- Occasional movement or posture problems; intermittent discomfort, fatigue, small aches.
- Soreness, pain, persistent pains and aches affecting well-being and performance.
- Pronounced symptoms make it difficult to continue usual activities.
- Disorders, injuries, diseases requiring medical intervention.
- Disability.
“Fog” = level of perception and awareness of symptoms.
- Key Exam Points
· Ergonomics = Law of Work.
· FJM > FMJ.
· ILO definition: human + biological sciences + engineering → improve work environment + productivity.
· Ergonomics is multidisciplinary.
· Neutral wrist = 100% grip strength.
· Manual lifting: load close, back straight, stable feet, leg power.
· Chair: lumbar support, adjustable height, curved front edge, five legs with rollers.
· WMSDs = cumulative trauma, repetitive stress/motion injuries, occupational overuse syndromes.
Sub section 1.2
19A ERGONOMICS: INTRODUCTION — COMPLETE, WELL-ORGANISED STUDY NOTES
- Definition and Core Concept
Ergonomics comes from Greek:
· Ergon = work
· Nomos = law
→ Ergonomics = Law of Work
Core definition:
· Ergonomics is concerned with achieving the optimal relationship between humans and their work environment.
· It studies the interaction of Human – Machine – Work Environment.
· ILO definition: Application of human, biological sciences, and engineering to improve the work environment and at the same time enhance productivity.
· It is a multidisciplinary science dealing with men, machine, and work environment to achieve optimal performance without causing physiological and psychological discomfort.
Core triad:
HUMAN ↔ MACHINE ↔ WORK ENVIRONMENT
- Historical Development
Period / Region Key Developments
Stone Age Hand tools designed to fit the user and the task
Industrial Revolution “Human-centred design”; interesting jobs to humans, repetitive tasks to machines
After World War II, UK Focus on equipment and workspace design; anatomy, physiology, industrial medicine, design, architecture, illumination engineering
1950, Britain Ergonomics Research Society established
Europe France, Germany, Netherlands, Scandinavia: ergonomics well-established; labour unions active for safety, health, comfort, convenience
USA, early 1950s Human factors emerged as a discipline
USA aerospace Success in large systems design, NASA and space programmes
Industry Eastman-Kodak and IBM applied ergonomics substantially
Recent Human Factors Society, USA renamed Human Factors and Ergonomics Society
Key point: Both human factors and ergonomics take the FJM approach — jobs should be made appropriate for people, not people forced to fit jobs.
- Major Focus of Ergonomics
Ergonomics involves:
- Designing and engineering human-machine systems.
- Applying science to people performing in working environments.
- Studying human limited capabilities related to safe job operation.
- Improving knowledge on work and human performance.
- Studying the interface between people and equipment/environment.
- Basic Approaches: FMJ vs FJM
Approach Meaning Suitability
FMJ — Fit the Man to the Job Change or train the worker to fit the job Only under extreme circumstances
FJM — Fit the Job to the Man Design the job around human characteristics Almost always superior
FJM assumptions:
· Suitable operator/human characteristics can be specified.
· A job can be designed around those characteristics.
· This can be done for any job.
Ergonomics describes these characteristics at:
· Anatomical level
· Physiological level
· Psychological level
FMJ example: Workers requiring acclimatization to hot conditions that cannot be changed.
FJM alternatives: Better work-rest schedule, protective clothing, etc.
- Purpose and Benefits of Ergonomics
Purpose
· Identify and remove work stresses that adversely affect health, safety, and efficiency of workers.
Why Ergonomics?
· Provide safe and productive workplace.
· Comply with regulatory bodies.
· Achieve better productivity.
Benefits
Benefit Impact
More production output Higher productivity
Reduced lost time Less downtime
Lower medical cost Reduced healthcare burden
Reduced absenteeism Better attendance
High quality work Improved quality
Safe workplace Fewer accidents
Reduced labour turnover Stable workforce
- Ergonomics System Models
6.1 Main Task–Environment System
Components:
· Work Environment: heat, noise, vibration, light, acceleration, etc.
· Man: muscles, strength, physical dimensions, body build, age, sex, etc.
Outputs / Problems:
· Job injury
· Work stress
· Human errors
· Poor performance
Fig. 19A.2: Main-task environment system shows how environment and human factors combine to produce injury, stress, errors, and poor performance.
6.2 Cumulative Trauma “Mountain” Analogy
Symptoms progress upward like a mountain, partly hidden by fog:
- Fatigue, tiredness, uneasiness, discomfort — considered “normal” after a full day’s work.
- Occasional movement or posture problems; intermittent discomfort, fatigue, small aches.
- Soreness, pain, persistent pains and aches affecting well-being and performance.
- Pronounced symptoms make it difficult to continue usual activities.
- Disability, disorders, injuries, diseases requiring medical intervention.
· Fog = level of perception and awareness of symptoms.
6.3 Person–Task–Workstation Interaction
Integrated model:
· Person + Task + Workstation Design
· Furniture
· Equipment
· Environment
· ↓
· Work Posture + Work Activities
· ↓
· Person’s Well-being + Performance Output
Good design improves posture, activity, well-being, and output. Poor design causes strain, errors, and injury.
- Contributing Disciplines to Ergonomics
Discipline Study Area
Anthropometry Human capabilities and limitations
Biomechanics Forces and stresses on human body
Work Physiology Functions of human organism affected by muscular stress
Industrial Psychology Human behaviour
Epidemiology Incidence of diseases/disorders
Bioengineering Application of engineering in design of work tools and equipment for human use
Other contributing fields: mathematics, physics, chemistry, engineering and technology, biological sciences.
- Problems at the Workplace and Ergonomics
Problems relate to:
- The work or task to be performed.
- The humans responsible for the work.
- The environment where humans work.
- The interfaces between work, humans, and environment.
These affect and determine the level of human performance and output production.
Why problems cannot be eliminated completely:
· Technology in use is continuously assessed.
· No two persons can work exactly the same job because responses to work environment and work systems vary among humans.
Primary concern of ergonomics:
· Design the workplace as a system to achieve the best-possible performance from humans consistently and continuously.
Interdisciplinary knowledge needed:
· Work physiology, biomechanics, psychology, engineering, systems design, cybernetics.
To:
- Formulate systems goals.
- Understand functional requirements.
- Analyze the system.
- Design a new system.
- Implement the system.
Ergonomics offers a set of solutions leading to:
- Increase in productivity of resources and efficiency in production equipment.
- Safe working methods.
- Improved health of humans with minimization of hazards.
- Design and maintenance of a comfortable work environment.
Long-run goal:
· Minimum cost and maximum quality of products/services.
· Acceptable and standard quality of work life for humans.
Current status:
· Potential of ergonomics not fully explored.
· Except in some developed Western countries, industries in developing countries have hardly implemented ergonomics.
· People outside the field are hardly aware of its importance.
· As technology becomes complex, the need for ergonomics at the workplace is expected to grow.
- Problem-Solving Methodology in Ergonomics
Steps to identify and preempt or solve ergonomic problems:
- Become aware of the problem.
- Analyze task and condition.
- Identify problem.
- State needs and goal.
- Select candidate solution.
- Apply:
· Engineering control
· Managerial control - Implement success.
- Check success:
· If yes → problem solved.
· If no → go to step 2 to 5.
Sources of problem awareness:
· Expert knowledge
· Operator suggestion
· Performance problem
· Dissatisfaction
· Turnover
· Well-being or health affected
· Nurse records
· Accidents
- Ergonomic Guidelines and Applications
10.1 Chair Design
An ergonomically correct chair enables the user to maintain an erect sitting posture.
Ideal chair has:
- Adjustable lower back (lumbar) support.
- Soft or curved front edge of seat bucket.
- Easily adjustable height.
- Five legs with rollers for easy and safe manoeuverability.
· If feet cannot fully reach floor after adjusting chair height, use a footrest or footstool.
· Pressing feet against floor/stool helps counterbalance forces on lower back when sitting.
Correct sitting posture:
· Torso upright
· Upper arms vertical
· Cushioned backrest supporting inward lumbar curve
· Cushioned seat
· Thighs horizontal and supported
· Lower legs vertical
· Feet flat on floor
10.2 Tool and Work Surface Design
· Use tool on a horizontal surface at elbow height, or on a vertical surface below knuckle height.
· Tool suspension can help get a better grip.
· Good lighting on staircases and corridors prevents accidents and reduces product damage.
· Avoid direct/glare lighting problems.
10.3 Wrist and Hand Posture
· Proper workstation design prevents awkward wrist postures.
· Carry a thin item in a cupped hand rather than a pinch grip between thumb and fingers.
· Pinch grip causes more strain.
10.4 Work Arrangement
· Minimize distance between worker and work item.
· If work is needed from both sides of the work item, arrange free movement of worker or free rotation of the work item so work is done in front of the worker.
· Move materials along surfaces of the same height — best arrangement.
10.5 Manual Lifting
· Lift or lower heavy load in front of body.
· Keep back straight.
· Use stable foot positions.
· Use power of the legs.
· Keep object as close to the body as possible.
· Lifting from a platform is better than lifting from the floor.
· Use handholds adapted to the object.
· Cut-out handholds allow gripping by bent fingers and reduce force needed.
· Locate handholds so box/container can be carried in front of the body.
10.6 Pushing and Pulling
· Non-back related strains can occur from pushing and pulling tasks.
· Push force and pull force affect the body.
· Contact stress can be reduced by padding and improved design.
- How the Back is Loaded
Loads on the back:
· Torso and arm weight
· Load in hands
· Resultant muscle force
· Compressive force on spine
Ways to Limit Strains While Sitting
· Use lumbar support pads.
· Use adjustable chairs.
· Increase leg and foot room.
· Adjust work surface height.
· Use a footrest.
· Make a point of standing every 45 to 60 minutes.
Back Pain Factors
Work-Related Not Work-Related
Poor equipment design and layout Previous history of back problem
Lifting Age
Pushing and pulling Fitness (or lack of it)
Prolonged sitting or standing Outside activities: sports, hobbies, yard work
Sudden high-level exertions
Extended working hours (over 8 hours/day)
- Effects of Hand, Arm, and Shoulder Activities
Action Affected Part
Bending the wrist Wrist, elbow
Twisting motions Wrist, elbow
Forceful finger grips Hand, wrist, elbow
Pinches Hand, wrist, elbow
Resting arm(s) on a sharp edge Forearm, elbow, wrist
Hand hammering Contact point on hand; posture and force may affect wrist, forearm, elbow
Activities Affecting Shoulders and Upper Back
· Raising the elbows
· Reaching too far
· Shrugging the shoulders
· Reaching backwards behind mid-torso line
- Wrist Position and Grip Strength
Wrist Position Grip Strength
Neutral 0° 100%
25° radial deviation 80%
40° ulnar deviation 75%
45° extension 75%
45° flexion 60%
65° flexion 45%
Key point:
· Neutral position is strongest and most stable.
· Deviation of wrist causes weaker grip and requires more force to use it.
Wrist Motions
· Extension: bending hand backward
· Flexion: bending hand down
· Radial deviation: bending hand toward thumb
· Ulnar deviation: bending hand toward little finger
· Neutral: hand in line with forearm
Grip Postures
Power Grip:
· Hand closed around object.
· Thumb touches or overlaps fingers.
· Strongest and most stable when hands are in line with forearm.
· Bending wrist weakens grip.
- Work-Related Musculoskeletal Disorders (WRMSDs)
Also called:
· Cumulative trauma disorders
· Repetitive stress injuries
· Repetitive motion injuries
· Occupational overuse syndromes
These result from repeated strain, awkward postures, forceful exertions, and poor workstation design.
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Integrated Summary and Key Takeaways
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Ergonomics = Law of Work — studies human–machine–work environment interaction.
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Goal: Fit the job to the man (FJM) rather than fit the man to the job (FMJ).
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Multidisciplinary: Uses anthropometry, biomechanics, work physiology, industrial psychology, epidemiology, bioengineering, and engineering.
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Benefits: Higher productivity, better quality, fewer injuries, lower costs, reduced absenteeism, safer workplace.
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Problem-solving: Identify → Analyze → Design → Implement → Check → Improve.
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Design guidelines: Proper chair, tool height, wrist posture, lifting technique, work arrangement, and lighting.
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Health focus: Prevent cumulative trauma, back pain, wrist strain, and musculoskeletal disorders.
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Future need: As technology becomes complex, ergonomics will become increasingly essential for safe, productive, and sustainable work.
Final integrated formula:
Good Ergonomics = Human Well-being + Safe Work + High Productivity + Quality Work Life
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