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Ergonomics

Ergonomics, also known as Human Factors or Human Factors Engineering (HFE), is the scientific discipline concerned with the understanding of interactions among humans and other elements of a system, and the profession that applies theory, principles, data, and methods to design in order to optimize human well-being and overall system performance. It involves the application of psychological and physiological principles within the domains of engineering and design, encompassing products, processes, and systems. The primary goals of human factors engineering are to reduce human error, increase productivity and overall system performance, and enhance safety, health and comfort. A specific focus of this field is the interaction between the human and other sociotechnical elements.

Etymology
The term ergonomics (from the Greek ἔργον, meaning "work", and νόμος, meaning "natural law") first entered the modern lexicon when Polish scientist Wojciech Jastrzębowski used the word in his 1857 article (The Outline of Ergonomics; i.e. Science of Work, Based on the Truths Taken from the Natural Science). The French scholar Jean-Gustave Courcelle-Seneuil, apparently without knowledge of Jastrzębowski's article, used the word with a slightly different meaning in 1858. The introduction of the term to the English lexicon is widely attributed to psychologist Hywel Murrell, at the 1949 meeting at the UK's Admiralty, which led to the foundation of The Ergonomics Society. He used it to encompass the studies in which he had been engaged during and after World War II. The expression human factors is a predominantly North American term which has been adopted to emphasize the application of the same methods to non-work-related situations. A "human factor" is a physical or cognitive property of an individual or social behavior specific to humans that may influence the functioning of technological systems. The terms "human factors" and "ergonomics" are essentially synonymous. ==Domains of specialization==
Domains of specialization
According to the International Ergonomics Association, within the discipline of ergonomics there exist domains of specialization. These comprise three main fields of research: physical, cognitive, and organizational ergonomics. There are many specializations within these broad categories. Specializations in the field of physical ergonomics may include visual ergonomics. Specializations within the field of cognitive ergonomics may include usability, human–computer interaction, and user experience engineering. Some specializations may cut across these domains: Environmental ergonomics is concerned with human interaction with the environment as characterized by climate, temperature, pressure, vibration, light. The quickly-emerging field of human factors in highway safety uses human factors principles to understand the actions and capabilities of road users—car and truck drivers, pedestrians, cyclists, etc.—and use this knowledge to design roads and streets to reduce traffic collisions. Driver error is listed as a contributing factor in 44% of fatal collisions in the United States, so a topic of particular interest is how road users gather and process information about the road and its environment, and how to assist them to make the appropriate decision. New terms are being generated all the time. For instance, "user trial engineer" may refer to a human factors engineering professional who specializes in user trials. Although the names change, human factors professionals apply an understanding of human factors to the design of equipment, systems and working methods to improve comfort, health, safety, and productivity. Physical ergonomics Physical ergonomics is concerned with human anatomy, and some of the anthropometric, physiological, and biomechanical characteristics as they relate to physical activity. Physical ergonomic principles have been widely used in the design of both consumer and industrial products for optimizing performance and preventing/treating work-related disorders by reducing the mechanisms behind mechanically induced acute and chronic musculoskeletal injuries/disorders. Risk factors such as localized mechanical pressures, force and posture in a sedentary office environment lead to injuries attributed to an occupational environment. Physical ergonomics is important to those diagnosed with physiological ailments or disorders such as arthritis (both chronic and temporary) or carpal tunnel syndrome. Pressure that is insignificant or imperceptible to those unaffected by these disorders may be very painful, or render a device unusable, for those who are. Many ergonomically designed products are also used or recommended to treat or prevent such disorders, and to treat pressure-related chronic pain. One of the most prevalent types of work-related injuries is musculoskeletal disorder. Work-related musculoskeletal disorders (WRMDs) result in persistent pain, loss of functional capacity and work disability, but their initial diagnosis is difficult because they are mainly based on complaints of pain and other symptoms. Every year, 1.8 million U.S. workers experience WRMDs and nearly 600,000 of the injuries are serious enough to cause workers to miss work. Certain jobs or work conditions cause a higher rate of worker complaints of undue strain, localized fatigue, discomfort, or pain that does not go away after overnight rest. These types of jobs are often those involving activities such as repetitive and forceful exertions; frequent, heavy, or overhead lifts; awkward work positions; or use of vibrating equipment. The Occupational Safety and Health Administration (OSHA) has found substantial evidence that ergonomics programs can cut workers' compensation costs, increase productivity and decrease employee turnover. Mitigation solutions can include both short term and long-term solutions. Short and long-term solutions involve awareness training, positioning of the body, furniture and equipment and ergonomic exercises. Sit-stand stations and computer accessories that provide soft surfaces for resting the palm as well as split keyboards are recommended. Additionally, resources within the HR department can be allocated to provide assessments to employees to ensure the above criteria are met. Therefore, it is important to gather data to identify jobs or work conditions that are most problematic, using sources such as injury and illness logs, medical records, and job analyses. In multiple studies these new workstations resulted in decreased waist circumference and improved psychological well-being. However a significant number of additional studies have seen no marked improvement in health outcomes. With the emergence of collaborative robots and smart systems in manufacturing environments, the artificial agents can be used to improve physical ergonomics of human co-workers. For example, during human–robot collaboration the robot can use biomechanical models of the human co-worker in order to adjust the working configuration and account for various ergonomic metrics, such as human posture, joint torques, arm manipulability and muscle fatigue. The ergonomic suitability of the shared workspace with respect to these metrics can also be displayed to the human with workspace maps through visual interfaces. Cognitive ergonomics Cognitive ergonomics is concerned with mental processes, such as perception, emotion, memory, reasoning, and motor response, as they affect interactions among humans and other elements of a system. Relevant topics include mental workload, decision-making, skilled performance, human reliability, work stress and training as these may relate to human–system and human–computer interaction design. crew resource management, work design, work systems, design of working times, teamwork, participatory ergonomics, community ergonomics, cooperative work, new work programs, virtual organizations, remote work, and quality management. Safety culture within an organization of engineers and technicians has been linked to engineering safety with cultural dimensions including power distance and ambiguity tolerance. Low power distance has been shown to be more conducive to a safety culture. Organizations with cultures of concealment or lack of empathy have been shown to have poor safety culture. ==History==
History
Ancient societies Some have stated that human ergonomics began with Australopithecus prometheus (also known as "Little Foot"), a primate who created handheld tools out of different types of stone, clearly distinguishing between tools based on their ability to perform designated tasks. The foundations of the science of ergonomics appear to have been laid within the context of the culture of Ancient Greece. A good deal of evidence indicates that Greek civilization in the 5th century BC used ergonomic principles in the design of their tools, jobs, and workplaces. One outstanding example of this can be found in the description Hippocrates gave of how a surgeon's workplace should be designed and how the tools he uses should be arranged. The archaeological record also shows that the early Egyptian dynasties made tools and household equipment that illustrated ergonomic principles. Industrial societies Bernardino Ramazzini was one of the first people to systematically study the illness that resulted from work, earning himself the nickname "father of occupational medicine". In the late 1600s and early 1700s Ramazzini visited many worksites where he documented the movements of laborers and spoke to them about their ailments. He then published De Morbis Artificum Diatriba (Latin for "Diseases of Workers") which detailed occupations, common illnesses, and remedies. In the 19th century, Frederick Winslow Taylor pioneered the "scientific management" method, which proposed a way to find the optimum method of carrying out a given task. Taylor found that he could, for example, triple the amount of coal that workers were shoveling by incrementally reducing the size and weight of coal shovels until the fastest shoveling rate was reached. Frank and Lillian Gilbreth expanded Taylor's methods in the early 1900s to develop the "time and motion study". They aimed to improve efficiency by eliminating unnecessary steps and actions. By applying this approach, the Gilbreths reduced the number of motions in bricklaying from 18 to 4.5, allowing bricklayers to increase their productivity from 120 to 350 bricks per hour. Myasishchev rejected Frederick Taylor's proposal to turn man into a machine. Dull monotonous work was a temporary necessity until a corresponding machine can be developed. He also went on to suggest a new discipline of "ergology" to study work as an integral part of the re-organisation of work. The concept was taken up by Myasishchev's mentor, Bekhterev, in his final report on the conference, merely changing the name to "ergonology" In the initial 20 years after the World War II, most activities were done by the "founding fathers": Alphonse Chapanis, Paul Fitts, and Small. Cold War The beginning of the Cold War led to a major expansion of Defense supported research laboratories. Many labs established during WWII started expanding. Most of the research following the war was military-sponsored. Large sums of money were granted to universities to conduct research. The scope of the research also broadened from small equipments to entire workstations and systems. Concurrently, a lot of opportunities started opening up in the civilian industry. The focus shifted from research to participation through advice to engineers in the design of equipment. After 1965, the period saw a maturation of the discipline. The field has expanded with the development of the computer and computer applications. Information age The dawn of the Information Age has resulted in the related field of human–computer interaction (HCI). Likewise, the growing demand for and competition among consumer goods and electronics has resulted in more companies and industries including human factors in their product design. Using advanced technologies in human kinetics, body-mapping, movement patterns and heat zones, companies are able to manufacture purpose-specific garments, including full body suits, jerseys, shorts, shoes, and even underwear. ==Organizations==
Organizations
Formed in 1946 in the UK, the oldest professional body for human factors specialists and ergonomists is The Chartered Institute of Ergonomics and Human Factors, formally known as the Institute of Ergonomics and Human Factors and before that, The Ergonomics Society. The Human Factors and Ergonomics Society (HFES) was founded in 1957. The Society's mission is to promote the discovery and exchange of knowledge concerning the characteristics of human beings that are applicable to the design of systems and devices of all kinds. The Association of Canadian Ergonomists - l'Association canadienne d'ergonomie (ACE) was founded in 1968. It was originally named the Human Factors Association of Canada (HFAC), with ACE (in French) added in 1984, and the consistent, bilingual title adopted in 1999. According to its 2017 mission statement, ACE unites and advances the knowledge and skills of ergonomics and human factors practitioners to optimise human and organisational well-being. The International Ergonomics Association (IEA) is a federation of ergonomics and human factors societies from around the world. The mission of the IEA is to elaborate and advance ergonomics science and practice, and to improve the quality of life by expanding its scope of application and contribution to society. As of September 2008, the International Ergonomics Association has 46 federated societies and 2 affiliated societies. The Human Factors Transforming Healthcare (HFTH) is an international network of HF practitioners who are embedded within hospitals and health systems. The goal of the network is to provide resources for human factors practitioners and healthcare organizations looking to successfully apply HF principles to improve patient care and provider performance. The network also serves as collaborative platform for human factors practitioners, students, faculty, industry partners, and those curious about human factors in healthcare. Related organizations The Institute of Occupational Medicine (IOM) was founded by the coal industry in 1969. From the outset the IOM employed an ergonomics staff to apply ergonomics principles to the design of mining machinery and environments. To this day, the IOM continues ergonomics activities, especially in the fields of musculoskeletal disorders, heat stress, and the ergonomics of personal protective equipment (PPE). Like many in occupational ergonomics, the demands and requirements of an ageing UK workforce are a growing concern and interest to IOM ergonomists. The International Society of Automotive Engineers (SAE) is a professional organization for mobility engineering professionals in the aerospace, automotive, and commercial vehicle industries. The Society is a standards development organization for the engineering of powered vehicles of all kinds, including cars, trucks, boats, aircraft, and others. The Society of Automotive Engineers has established a number of standards used in the automotive industry and elsewhere. It encourages the design of vehicles in accordance with established human factors principles. It is one of the most influential organizations with respect to ergonomics work in automotive design. This society regularly holds conferences which address topics spanning all aspects of human factors and ergonomics. ==Practitioners==
Practitioners
Human factors practitioners come from a variety of backgrounds, though predominantly they are psychologists (from the various subfields of industrial and organizational psychology, engineering psychology, cognitive psychology, perceptual psychology, applied psychology, and experimental psychology) and physiologists. Designers (industrial, interaction, and graphic), anthropologists, technical communication scholars and computer scientists also contribute. Typically, an ergonomist will have an undergraduate degree in psychology, engineering, design or health sciences, and usually a master's degree or doctoral degree in a related discipline. Though some practitioners enter the field of human factors from other disciplines, both M.S. and PhD degrees in Human Factors Engineering are available from several universities worldwide. Sedentary workplace Contemporary offices did not exist until the 1830s, with Wojciech Jastrzębowski's seminal book on MSDergonomics following in 1857 and the first published study of posture appearing in 1955. As the American workforce began to shift towards sedentary employment, the prevalence of work-related musculoskeletal disorders, cognitive issues, etc. began to rise. In 1900, 41% of the US workforce was employed in agriculture but by 2000 that had dropped to 1.9%. This coincides with an increase in growth in desk-based employment (25% of all employment in 2000) and the surveillance of non-fatal workplace injuries by OSHA and Bureau of Labor Statistics in 1971. Sedentary behavior requires a basal metabolic rate of 1.0–1.5 and occurs in a sitting or reclining position. Adults older than 50 years report spending more time sedentary and for adults older than 65 years this is often 80% of their awake time. Multiple studies show a dose-response relationship between sedentary time and all-cause mortality with an increase of 3% mortality per additional sedentary hour each day. High quantities of sedentary time without breaks is correlated to higher risk of chronic disease, obesity, cardiovascular disease, type 2 diabetes and cancer. Sedentary behavior, such as spending long periods of time in seated positions poses a serious threat for injuries and additional health risks. Unfortunately, even though some workplaces make an effort to provide a well designed environment for sedentary employees, any employee who is performing large amounts of sitting will likely experience discomfort. A study published by the Iranian Journal of Public Health examined socioeconomic factors and sedentary lifestyle effects for individuals in a working community. The study concluded that individuals who reported living in low income environments were more inclined to living sedentary behavior compared to those who reported being of high socioeconomic status. Policy implementation Obstacles surrounding better ergonomic features to sedentary employees include cost, time, effort and for both companies and employees. The evidence above helps establish the importance of ergonomics in a sedentary workplace, yet missing information from this problem is enforcement and policy implementation. As a modernized workplace becomes more technology-based, more jobs are becoming primarily seated, leading to a need to prevent chronic injuries and pain. This is becoming easier with the amount of research around ergonomic tools saving companies money by limiting the number of days missed from work and workers' compensation cases. The way to ensure that corporations prioritize these health outcomes for their employees is through policy and implementation. The agency responsibilities include evaluating workstations, using risk management resources when necessary and keeping OSHA records. ==Methods==
Methods
Until recently, methods used to evaluate human factors and ergonomics ranged from simple questionnaires to more complex and expensive usability labs. Some of the more common human factors methods are listed below: • Ethnographic analysis: Using methods derived from ethnography, this process focuses on observing the uses of technology in a practical environment. It is a qualitative and observational method that focuses on "real-world" experience and pressures, and the usage of technology or environments in the workplace. The process is best used early in the design process. • Focus groups are another form of qualitative research in which one individual will facilitate discussion and elicit opinions about the technology or process under investigation. This can be on a one-to-one interview basis, or in a group session. Can be used to gain a large quantity of deep qualitative data, though due to the small sample size, can be subject to a higher degree of individual bias. Can be used at any point in the design process, as it is largely dependent on the exact questions to be pursued, and the structure of the group. Can be extremely costly. • Iterative design: Also known as prototyping, the iterative design process seeks to involve users at several stages of design, to correct problems as they emerge. As prototypes emerge from the design process, these are subjected to other forms of analysis as outlined in this article, and the results are then taken and incorporated into the new design. Trends among users are analyzed, and products redesigned. This can become a costly process, and needs to be done as soon as possible in the design process before designs become too concrete. • Think aloud protocol: Also known as "concurrent verbal protocol", this is the process of asking a user to execute a series of tasks or use technology, while continuously verbalizing their thoughts so that a researcher can gain insights as to the users' analytical process. Can be useful for finding design flaws that do not affect task performance, but may have a negative cognitive effect on the user. Also useful for utilizing experts to better understand procedural knowledge of the task in question. Less expensive than focus groups, but tends to be more specific and subjective. • User analysis: This process is based around designing for the attributes of the intended user or operator, establishing the characteristics that define them, creating a persona for the user. Best done at the outset of the design process, a user analysis will attempt to predict the most common users, and the characteristics that they would be assumed to have in common. This can be problematic if the design concept does not match the actual user, or if the identified are too vague to make clear design decisions from. This process is, however, usually quite inexpensive, and commonly used. • Work sampling is a method in which the job is sampled at random intervals to determine the proportion of total time spent on a particular task. • Cognitive walkthrough: This method is a usability inspection method in which the evaluators can apply user perspective to task scenarios to identify design problems. As applied to macroergonomics, evaluators are able to analyze the usability of work system designs to identify how well a work system is organized and how well the workflow is integrated. • Kansei method: This is a method that transforms consumer's responses to new products into design specifications. As applied to macroergonomics, this method can translate employee's responses to changes to a work system into design specifications. • Computer-aided ergonomics: This method uses computers to solve complex ergonomic problems Weaknesses Problems related to measures of usability include the fact that measures of learning and retention of how to use an interface are rarely employed and some studies treat measures of how users interact with interfaces as synonymous with quality-in-use, despite an unclear relation. Although field methods can be extremely useful because they are conducted in the users' natural environment, they have some major limitations to consider. The limitations include: • Usually take more time and resources than other methods • Very high effort in planning, recruiting, and executing compared with other methods • Much longer study periods and therefore requires much goodwill among the participants • Studies are longitudinal in nature, therefore, attrition can become a problem. ==See also==
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