Mohd Nasrull Bin Abdol Rahman
Mohd Nasrull Bin Abdol Rahman
Mohd Nasrull Bin Abdol Rahman
WORK POSTURES
JANUARY 2014
v
ABSTRACT
ABSTRAK
Kaedah yang paling banyak digunakan untuk menilai kerja yang berkaitan
dengan gangguan otot berangka (WMSDs) adalah kaedah pemerhatian, ini kerana
ianya adalah murah dan praktikal untuk digunakan di pelbagai tempat kerja. Walau
bagaimanapun, alat yang sedia ada tidak merangkumi pelbagai faktor risiko fizikal di
tempat kerja. Tambahan pula, kebanyakan kaedah pemerhatian yang sedia ada
didapati tidak diuji secara meluas tentang kebolehpercayaan dan kesahihannya
semasa proses pembangunan kaedah tersebut. Oleh itu, objektif utama kajian ini
adalah untuk (1) untuk membangunkan satu teknik baru dalam kaedah pemerhatian
yang dinamakan sebagai kaedah Workplace Ergonomics Risk Assessment WERA
(2) untuk menentukan kebolehpercayaan dan kesahihan kaedah WERA. Kajian ini
telah dijalankan dalam dua fasa iaitu pembangunan kertas senarai semak WERA
hasil dari bukti saintifik kajian literatur (Fasa 1) dan pembangunan program perisian
WERA yang menggunakan asas pengaturcaraan visual (Fasa 2). Dalam ujian
kesahihan, hubungan diantara skor WERA dengan ketidakselesaan pada bahagian
utama anggota badan adalah statistik yang signifikan bagi kawasan pergelangan
tangan, bahu dan belakang badan. Ia menunjukkan bahawa kaedah WERA
memberikan indikasi yang baik terhadap kerja yang berkaitan dengan gangguan otot
berangka yang boleh menyebabkan ketidakselesaan ataupun kesakitan anggota badan
tertentu. Dalam ujian kebolehpercayaan, keputusan kebolehpercayaan antara
pemerhati menunjukkan bahawa nilai persetujuan di antara pemerhati adalah
sederhana (K=0.41) manakala hasil maklum balas daripada soal selidik mengenai
kebolehgunaan kaedah WERA, semua peserta telah bersetuju bahawa kaedah WERA
ini mudah dan cepat untuk digunakan serta sesuai dan bernilai untuk digunakan di
pelbagai tempat kerja. Dengan membangunkan kertas senarai semak WERA dan
program perisian WERA, diharapkan ianya boleh digunakan untuk mengenal pasti
faktor-faktor risiko fizikal yang berkaitan dengan gangguan otot berangka di tempat
kerja.
vii
TABLE OF CONTENTS
DECLARATION ii
DEDICATION iii
ACKNOWLEDGEMENTS iv
ABSTRACT v
ABSTRAK vi
TABLE OF CONTENTS vii
LIST OF TABLES xiii
LIST OF FIGURES xv
LIST OF ABBREVIATIONS xix
LIST OF SYMBOLS xx
LIST OF APPENDICES xxi
1 INTRODUCTION
1.1 Overview of the Study 1
1.2 Problem Statements 4
1.3 Objectives of the Study 6
1.4 Research Questions 7
1.5 Scope of the Study 7
1.6 Significance of the Study 8
1.7 Organization of the Thesis 9
2 LITERATURE REVIEW
2.1 Introduction 11
2.2 Ergonomic Methods for Work-related 12
Musculoskeletal Disorders
viii
3 RESEARCH METHODOLOGY
3.1 Introduction 32
3.2 Development of the WERA Method 34
3.2.1 Specification of the WERA Items 34
3.2.2 Refining of the WERA Scoring System 36
3.3 Validity Trials of the WERA Method 36
3.3.1 Sample Size and Job Selection 36
3.3.2 Data Collection 39
3.3.3 Data Analysis 42
3.4 Reliability Trials of the WERA Method 44
3.4.1 Description of the Training and Observers 44
3.4.2 Data Collection 45
3.4.3 Data Analysis 47
3.5 Development of the WERA Software Program 48
3.5.1 Development of the WERA Algorithm 48
3.5.2 Design of the WERA Graphic User Interface 49
3.5.3 WERA Coding System 51
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6 DISCUSSION
6.1 Introduction 133
6.2 Validity Testing of WERA Method 134
6.2.1 Wall Plastering Job 134
6.2.2 Bricklaying Job 136
6.2.3 Floor Concreting Job 137
6.3 Reliability Testing of WERA Method 139
6.3.1 Inter-Observer Reliability 139
xii
REFERENCES 162
Appendices A N 176-241
xiii
LIST OF TABLES
4.3 Risk level, final score and action level of WERA tool 87
5.2 WERA final score and risk level for wall plastering job 104
5.3 WERA final score and risk level for bricklaying job 105
5.4 WERA final score and risk level for floor concreting job 106
5.15 WERA final score and risk level for wafer saw job 120
5.16 WERA final score and risk level for wire bond job 120
5.17 WERA final score and risk level for multi plunger job 121
5.18 Chi-square statistical analysis (2-test) for wafer saw job 122
5.19 Chi-square statistical analysis (2-test) for wire bond job 123
5.22 WERA final score and risk level for inspection job 128
5.23 WERA final score and risk level for transaction job 128
5.24 WERA final score and risk level for packaging job 129
LIST OF FIGURES
3.14 Five tasks in wafer saw job: taking the wafer (T1), 55
writing the log book (T2), cleaning the wafer (T3),
inserting the wafer (T4) and operating the wafer machine
(T5)
3.15 Four tasks in wire bond job: key in the data (T1), screen 56
monitoring (T2), adjusting the wire (T3) and inspection
the wire (T4)
3.16 Five tasks in multi plunger job: set up the resin tablet 57
(T1), preparing the plunger bushes (T2), pressing the
resin tablet (T3) checking the tablet loader (T4) and
writing the log book (T5)
4.1 Risk level for the shoulder posture item in the WERA 72
tool
4.2 Risk level for shoulder repetition item in the WERA tool 72
4.3 Risk level for the wrist posture item of the WERA tool 74
4.4 Risk level for wrist repetition item in the WERA tool 75
4.5 Risk level for the back posture item in the WERA tool 76
4.6 Risk level for back repetition item in the WERA tool 77
4.7 Risk level for the neck posture item in the WERA tool 79
4.8 Risk level for the leg posture item in the WERA tool 80
4.9 Risk level for the lifting load item in the WERA tool 82
4.11 Risk level for contact stress item in the WERA tool 84
4.12 Risk level for task duration item in the WERA tool 85
4.23 Summary table for the WERA final score and action level 96
LIST OF ABBREVIATIONS
LIST OF SYMBOLS
N - Sample Size
SD - Standard Deviation
X - Mean
- Degree
- Plus-Minus
% - Percentage
- Alpha
2 - Chi Square
p - Pearson Chi-Square
LIST OF APPENDICES
INTRODUCTION
Burdorf, 2010). The accurate measurement of workers exposure to the risk factors
related to WMSDs are critical to both epidemiologists and ergonomists in conducting
their research studies (David, 2005; Burdorf, 2010).
Work-related musculoskeletal disorders (WMSDs) are a common health
problem and a major cause of disabilities (Hales and Bernard, 1996; Bernard, 1997;
Kuorinka, 1998; Malchaire et al., 2001). A range of physical, individual, and
psychosocial risk factors are associated with the development of WMSDs. Physical
risk factors are based on exposure to physical demands while performing tasks; these
factors include awkward posture, forceful exertion, repetition of movement, contact
stress, vibration, and task duration (Bernard, 1997; Malchaire et al., 2001; Aptel et
al., 2002; Punnett and Wegman, 2004). Recent studies have shown that the effects of
WMSDs result in productivity loss at work, sickness, absence, and disability
(Bernard, 1997; Aptel et al., 2002; Punnett and Wegman, 2004). According to the
Department of Occupational Safety and Health (DOSH) report on occupational
accidents for the category of death until August 2010 (Figure 1.1), 51% of victims
were reported by the construction industry, the highest figure. The manufacturing
industry was the second highest, for which 45% of victims were reported, behind the
agriculture industry (26% of victims) and the transportation industry (10% of victims)
(DOSH, 2010).
3
Figure 1.1 Occupational accidents by sector for the category of death until
2010
2010; Takala et al., 2010). The evaluation of reliability and validity are critical to the
development of ergonomic exposure assessment tools, particularly for research that
attempts to establish a causal relationship between ergonomic risk factors and
musculoskeletal health outcomes (David, 2005; Burdorf, 2010; Takala et al., 2010).
Takala et al. (2010) stated that a major challenge in developing an observational tool
is the validation of exposure assessment techniques. Poor performance of exposure
assessment tools due to the lack of reliability and validity testing contributes to the
scepticism regarding the work-relatedness of musculoskeletal disorders (David, 2005;
Takala et al., 2010).
1) How valid is the ergonomic risk assessment tool in the workplace? Does
the ergonomic risk assessment tool correspond to the Body Discomfort
Survey?
2) How reliable is the ergonomic risk assessment tool between users and
observers? Do the users and observers have good, moderate, or low levels
of agreement when assessing the physical risk factors of tasks using
ergonomic risk assessment tool?
3) How usable is the ergonomic risk assessment tool among the users and
observers? Is the ergonomic risk assessment tool easy to use, applicable
to the wide range of jobs, and valuable at work?
the manufacturing industry and included wafer sawing, wire bonding, and multi-
plunging. Case Study 2 involved 118 operators (Female) from the ages of 20 to 35
years selected to perform three jobs at Company B located in Senawang Industrial
Estate, Negeri Sembilan. These jobs in the manufacturing industry included
inspection, transaction, and packaging job. This study focused on selection of
participants of the working ages of 20 to 44 because the statistical data from the
Bureau of Labor Statistics (2011) reported that workers who were 20 to 44 years of
age had the highest incidence rate at 134 cases per 10,000 full-time workers in the
construction and manufacturing industries. Department of Occupational Safety and
Health (DOSH) reported that industries with the highest occupational accidents rates
included the construction and manufacturing industries (DOSH, 2010). Therefore,
the validity test and case studies have been focused on the construction and
manufacturing industries. This research has aided in the development of two types of
the WERA tool, the WERA paper checklist and the WERA software program.
The proposed method for this study will contribute to new knowledge in the
ergonomic research field, especially to knowledge of methods in ergonomic exposure
assessment tools. This is because the lack of well-designed exposure assessment
methods is a primary issue for epidemiological studies of work-related
musculoskeletal disorders (WMSDs) (David, 2005; Burdorf, 2010; Takala et al.,
2010). To date, no tool has been developed to cover the range of physical risk factors
related to WMSDs which carried out reliability and validity studies during the
development process of the tool. This is the first ergonomic risk assessment tool that
meets the research needs for practical methods to evaluate and define the ergonomics
risks inherent to a job, especially factors associated with WMSDs in the workplace.
The results of this study are useful to the development of new techniques of
the observational tool called the Workplace Ergonomic Risk Assessment (WERA),
which covers the range of physical risk factors related to WMSDs and addresses the
reliability and validity studies during the development process of the tool. Critical
information may be introduced to identify the ergonomics hazards that are linked
9
with the development of WMSDs; it is key to examine these hazards as part of any
ergonomics activity in developing the assessment of biomechanical exposure at the
workplace.
In addition, assessing exposure to risk factors for WMSDs is an essential
stage in the management and prevention of WMDSs, and such assessment may even
form part of an overall risk assessment programme in the industry (David, 2005;
Brodie, 2008; Burdorf, 2010; Takala et al., 2010). Well-designed observational tools
that assess the physical risk factors related to the WMSDs have been of vital
importance to both epidemiologists and ergonomists in conducting research studies
(David, 2005; Brodie, 2008; Burdorf, 2010; Takala et al., 2010).
This thesis contains seven chapters. The chapters are arranged according to
the sequence of objectives and the rationale of the research. The seven chapters are:
Chapter 1 (Introduction), Chapter 2 (Literature Review), Chapter 3 (Research
Methodology), Chapter 4 (Development of the WERA Method), Chapter 5 (Results),
Chapter 6 (Discussion) and Chapter 7 (Summary, Conclusions and Future Works).
Chapter 1 describes the background of the research, the objectives to be
achieved, the research scope, the significance of the research and the organization of
the thesis. Chapter 2 gives an overview of the literature and primarily focuses on the
discussion of the ergonomic methods used in assessing work-related musculoskeletal
disorders (WMSDs). These methods are divided into three main categories: self-
report questionnaires, observational methods, and direct measurement techniques.
Chapter 3 explains the research methodology and focuses on the development of the
WERA method, the validity of the WERA method, the reliability of the WERA
method, development of the WERA software program and verification of the WERA
software program in two different case studies.
Chapter 4 describes details of the development of the WERA method, which
is divided into two phases: development of the WERA paper checklist (Phase 1) and
development of the WERA software program (Phase 2). Chapter 5 shows the results
of the validity and reliability testing of the WERA method (Phase 1) and verification
10
of the WERA software program (Phase 2). It is divided into six sections:
introduction, validity testing of the WERA method, reliability of the WERA method,
verification of the WERA software program by Case Study 1, and verification of
WERA software program by Case Study 2. Chapter 6 discusses the findings from the
Chapter 5, including the results of the validity and reliability testing of the WERA
method (Phase 1) and verification of the WERA software program (Phase 2).
Chapter 7 concludes with the summary, further conclusions and future work
on this research.
CHAPTER 2
LITERATURE REVIEW
2.1 Introduction
The review of the literature primarily focuses on the ergonomic methods used
to assess work-related musculoskeletal disorders (WMSDs). It is divided into four
sections: introduction, ergonomic methods for WMSDs, observational methods for
WMSDs and conclusion. Section 2.2 discusses the commonly used exposure
quantification ergonomic methods for WMSDs, which include self-report
questionnaires, observational methods and direct measurement techniques. To
identify the gaps of knowledge in this research, Section 2.3 presents details of the
observational methods that have been developed for assessing WMSDs. This section
is subdivided into seven sections that discuss the types of observational tools based
upon several criteria. The inclusion criteria for selecting the observational tools were
as follows: (1) the year of first publication in original scientific articles from 1977 to
2009; (2) objectives of the method; (3) range of physical risk factors covered by the
method; and (4) the making of the method during the development process in term of
reliability and validity studies. Based on these strategies, it would be useful for the
researcher to develop a proposed method based on the gaps of knowledge in Section
2.4. Designing methodology for the development process on the proposed method is
outlined in Chapters 3 and 4.
12
frequencies of physical load compared to workers who were pain free in the same
occupational groups (Viikari et al., 1996; Balogh et al., 2004).
The degree of difficulty of the self-report methods may vary depending on
factors such as worker literacy, reading comprehension, or question interpretation
(Spielholz et al., 2001). Although the self-report methods generate doubt in
quantifying the level of exposure (Pope et al., 1998), other methods can be used to
analyse the details of exposure risk of the occupational group (Burdorf et al., 1999).
The levels of reliability and validity of self-report methods are too low for use as the
basis for ergonomics intervention at the workplace (Li and Buckle, 1999a).
joint of the body part directly was developed (Biometric Ltd, 1998) together with
corresponding systems for computerized data analysis (Radwin and Lin, 1993).
Frievalds et al. (2000) developed the system, which recorded the concurrent
movement of wrists, hand and fingers with grip pressure and directly connected to
the computer. The Lumbar Motion Monitor is one of the tools developed to record
body postures and movement assessment with combination appropriate software
(Marras et al., 1992). It also used to record continuous data of three-dimensional
components, including the trunk position, velocity and acceleration for subsequent
analysis by computer (Hasson et al., 2001; Bernmark and Wiktorin, 2002). Li and
Buckle (1999a) found that recording the body posture with the sensor attached to the
workers body is a technique to determine the time spent in different postures during
working hour. For investigating the simulation of task, the computing systems that
record the three-dimensional coordinates of all body markers are more suitable.
Electromyography (EMG) is another direct method that can be used to estimate
muscle tension, but it requires careful interpretation due to the non-linear
relationships involved (Schuldt et al., 1987; Wells et al., 1997). Although it may
difficult to interpret, it useful in evaluating the fatigue of local muscles (Merletti and
Parker, 1999). Highly accurate data can be obtained by using this method, but many
practitioners assume this method is still impractical because of the time needed for
analysis and for interpreting the data. To purchase the direct measurement tools, the
initial investment and other resources need to be considered to accommodate the
maintenance costs and the costs of highly trained and skilled staff (Li and Buckle,
1999a).
Observational methods are often used to evaluate the ergonomic risk factors
in the workplace. This method is commonly applied to identify ergonomic hazards
due to its simple characteristics and its low costs. Figure 2.2 shows the evolution of
the observational methods in practice from 1977 to 2009. The following sections
discuss the details of the observational methods related to work-related
musculoskeletal disorders (WMSDs) that have been published.
16
Figure 2.2 Observational methods for assessing the WMSDs from 1977 to 2009
Over 12 work-study engineers were trained to analyse the 28 tasks in the steel
plant using the OWAS tool in order to prove the reliability of the OWAS method.
The results were found to be fairly good with 93% agreement between the two
groups of work-study engineers (Karhu et al., 1977).
In conclusion, the OWAS tool was developed to identify and evaluate poor
working postures in the workplace. In addition, the concept of its reliability may
need more clarification. There is no formal study that has been conducted to
determine its validity during its development process.
The Rapid Entire Body Assessment (REBA) tool was developed and
specifically designed for analysing the unpredictable working postures in healthcare
and other service industries (Hignett and McAtamney, 2000). The evaluation of the
exposure risk factors was based on the diagram of body postures and three scoring
tables were provided. In this method, posture and forceful exertion risk factors are
covered. Three stages were involved in the development of the REBA: the working
posture recording, scoring system development and development of the scale of
action levels, which provided the level of risk and further actions to be taken.
More than 14 professionals were involved in gathering and coding over 600
working postures of workers in the health care, manufacturing and electricity
industries during two training sessions in order to test the reliability of the REBA
tool. Refining the REBA method and starting an analysis of inter-observer reliability
for the body part coding were the main objectives of this training. As a result, the
inter-observer reliability was at 85% agreement. The REBA tool needs further
validation, even though it was defined as a useful tool to analyse postures. This is
because no formal studies have been conducted for to test the validity of this tool
during the development process. Figure 2.5 shows the Rapid Entire Body
Assessment (REBA).
22
defined by the results of the same degrees of discomfort in statistical analysis. In this
study, the reference point was determined by the relationship of the lowest score of
numerical discomfort to the score of discomfort for the elbow flexion. Four
categories of different actions have been proposed as criteria to evaluate postural
stress during work in order to enable practitioners to make the necessary corrections.
In conclusion, the LUBA tool was developed based on experimental data that
analysed postural discomfort depending on the task duration in static postures.
However, no formal studies have been conducted to test the reliability of this tool
during the development process. Figure 2.6 shows the Postural Loading on the
Upper-Body Assessment (LUBA).
David et al. (2008) have developed an observational tool called the Quick
Exposure Checklist (QEC) to evaluate the ergonomics risk factors related to work-
related musculoskeletal disorders (WMSDs). Development of the QEC tool involved
two phases in which a total of 206 practitioners participated in order to test, modify
and validate this tool using simulated and real workplace tasks. The QEC tool
assesses the four main body areas and involves practitioners and employees in the
assessment.
During the development process in Phase 1, the validity of the QEC tool was
tested by 18 practitioners using the QEC tool to assess four task simulations which
were compared to the results of the SIMI 3D computerised motion analysis by
experts. The validation was also conducted by comparing the scores of six
practitioners with expert assessments using the QEC tool (Li and Buckle, 1999a; Li
and Buckle, 1999b). In Phase 2, the validity test was conducted at six organisations
and five tasks were assigned to each organisation. Seven practitioners with two
experts from the group assessed the each job (David et al., 2005).
In Phase 1, the reliability of QEC was based on comparison of the variation
task score conducted by practitioners with the results of SIMI 3D computerised
motion analysis by experts (Li and Buckle, 1999a; Li and Buckle, 1999b). Eighteen
practitioners viewed the video recordings of 18 industrial static and dynamic
activities, including the combination of repetitive and forceful characteristics in
seated and standing participants. In Phase 2, the inter-observer reliability was
designed to complement the trial results in Phase 1 using video film of the jobs
(David et al., 2005).
Training on the QEC assessment involved six practitioners who performed
QEC assessment on the small range of the tasks in the workplace. The trial
assessment was focused on simulated tasks to familiarize the trainees with the QEC
tool and to facilitate discussion with the experts. The practitioners were observed and
evaluated on the three tasks involving laboratory work using the QEC tool.
In conclusion, evaluation of the reliability and validity of the QEC tool is the
most important part of the development of the QEC tool in Phase 1. The risk
assessment method using video film showed that the observer-reliability of QEC had
'fair to moderate' levels of agreement. In Phase 2, the evaluation of inter-observer
162
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