BUSINESS ADVANTAGES OF ERGONOMICS IN INDUSTRY Proefschrift ter verkrijging van de graad van doctor aan deTechnisclie Universiteit Delft, op gezag van de Rector Magnificus prof ir. K.C.A.M. Luyben, voorzitter van het College voor Promoties, in het openbaar te verdedigen op maandag 23 juni om 12:30 uur door Nancy Lee LARSON Master of Science in Industrial Engineering, North Carolina State University Geboren te Willmar, Minnesota, The United States of America Dit proefschrift is goedgekeurd door de promotoren: Prof.dr. P. Vink Prof. dr. M.S. Hallbeck Samenstelling promotiecommissie: Rector Magnificus, Voorzitter Prof.dr. P. Vink, Technische Universiteit Delft, promotor Prof.dr. M.S. Hallbeck, Mayo Clinic Rochester, promotor Prof.dr. S.H. Dhondt, Katholieke Universiteit Leuven Professor dr.ir. J.M.P. Geraedts, Technische Universiteit Delft Prof.dr. M.P. de Looze, Vrije Universiteit, Amsterdam Prof.dr. K.J. Zink, Technische Universitat Kaiserslautern Dr. M.M. Robertson, Liberty Mutual Research Institute for Safety, USA Prof.mr.dr.ir. S.C. Santema, Technische Universiteit Delft, reservelid ii iii ISBN: 978-94-6259-224-7 iv Table of Contents Acknowledgements v List of Abbreviations vii Chapter 1: Introduction 1 Chapter 2, Part 1: An Office Ergonomics Case Study 27 Chapter 2, Part 2: Pilot Study to Assess Strategies to Reduce Work-Related MSDs Associated with Computer Work 35 Chapter 3: iVlacroergonomics in Corporations: 30 Years of Ergonomics at 3M: A Case Study 45 Chapter 4: Industrial Ergonomics: The impact of a macroergonomics program with a well-defined performance goal in reducing work-related musculoskeletal disorders 59 Chapter 5: Corporate Ergonomics Programs: Identifying value through a company award process 83 Chapter 6: Business Optimization: It's not musculoskeletal disorder management or system optimization — it's both Ill Epilog 123 Summary of this PhD 133 Samenvatting 137 Curriculum Vitae 141 V Acknowledgements This degree was realized through the support and encouragement of friends, colleagues, and family, and I welcome the opportunity to acknowledge and thank them here. In 1982, a psychology professor at North Carolina State (NCSU), whose name I unfortunately no longer remember, during a conversation mentioned the words "human factors and ergonomics". I asked "what's that" and five minutes later I began my career in the profession. I was fortunate to and appreciate receiving a NIOSH Trainee Grant and support from NCSU which allowed me to earn a iVIasters Degree in Industrial Engineering in Ergonomics. Today I am deeply appreciative to Delft University of Technology for sponsoring this PhD program. At NCSU Dr. Richard Pearson led the engineering ergonomics program and he encouraged (actually required) his students to join the Human Factors Society (HFES). I attended my first Society Meeting at Dayton Ohio in 1986 and have been a member ever since. The HFES Meetings enabled me to meet Susan Dray, Michelle Robertson, Sue Hallbeck, Andy Imada, Hal Hendrick, Klaus Zink, Connie Bazley, Sue Evans, Gary Orr, and so many others who inspired and mentored me over the past many years. I am so lucky to have met each of you as colleagues and even more lucky to have your friendship. There are many more, too many more, to list - but we share the core belief that we really can make a difference in the world. A very special, thanks to Tom Albin, friend and colleague of over 25 years and current "partner in crime" as we each pursued PhDs at TU Delft. 1 am eagerly looking forward to establishing the Minneapolis Chapter of the Delft University of Technology Alumni Association with you. A gigantic thank you to Dr. Peter Vink. Your patience and ever enthusiastic encouragement and guidance resulted in (much to my surprise) my completing this degree - 1 am most indebted to you. vi Two companies enabled the research included in this PhD: IDS (or American Express Financial Advisors) and 3M Company. I appreciate the opportunities each provided and for allowing the research to be published. A big well deserved thank you to Holly Wick: without your contributions the 3iVl program would not have been successful. Thanks for putting up with me for the past 14 years. The ergonomics staff in the SM locations deserve all the credit for the results of the ergonomics program. Their efforts improved the working conditions of thousands of employees around the world. Finally, a bottom-of-my-heart thanks to Miriam Kowarski for making my writing coherent and reminding me to "take a deep breath." Which brings me to family. I am grateful for my parents who READ and stayed engaged with learning their entire life. Especially for my mom who until the day she died at the age of 96 read the newspaper every day and discussed current events with a passion. I inherited her lifelong passion for learning from her. To Todd and Macy, Neysa, Jason and Anya, and Bekka, my grounding and life balance comes from you. It would be easy for you to think your mom was crazy, but you never have; I promise to return the favor. If nothing else, I've taught you that you are never too old to learn something new. Finally, to Ross, you provided love, inspiration, and support over 38 years. Without you, none of this would have happened. vii List of Abbreviations AEFA American Express Financial Advisors AEIA Applied Ergonomics Innovation Award BLS Bureau of Labor Statistics BCPE Board Certified Professional Ergonomics CDC Center for Disease Control and Prevention CWA Communication Workers of America CSO Customer Service Organization EDC Ergonomics Design Criteria Tool EJA Ergonomics Job Analysis Tool ERRP Ergonomics Risk Reduction Process GAO Government Accounting Office HFE Human Factors/Ergonomics IR Incident Rate (WMSD cases * 200,000) / number of work hours) lEA International Ergonomics Association IDS Investor Diversified Services JAR Job Analysis Rate = Number of target jobs completed * 200000)/ number of work hours MSD Musculoskeletal Disorders NIOSH National Institute of Occupational Safety and Health OSHA Occupational Safety and Health Administration PHRJP Potential High Risk Job Pool WIP Workplace Improvement Process WMSD Work-related Musculoskeletal Disorders WMSD IR Incident Rate = (WMSD Cases * 200000)/number of work hours WMSD SRIR Severity Incident Rate ((lost-time WMSD cases + restricted time WMSD cases) * 200,000)/number of work hours WMSD SR Days Severity Days Incidence Rate ((lost-time WMSD days + WMSD restricted time days) * 200,000)/number of work hours WMSD LT IR Lost Time Incident Rate (lost-time WMSD cases * 200,000) / number of work hours viii The following is a list of published papers used in this PhD: Chapter 1 is partly based on Larson N. Macroergonomics in Global Corporations: "How to get it done". In: Carayon P, Robertson M, Kleiner B, Hoonakker PLT, eds. Human Factors in Organizational Design and Management - VIII. Proceedings of the Eighth international Symposium on Human Factors in Organizational Design and Management held in Maui, Hawaii, USA, June 22-25, 2005. Santa Monica, Ca: lEA Press, 2005:87-92. Chapter 2 includes Larson, N., 2008 Participatory Ergonomics: An Office Ergonomics Case Study, In: Sznelwar Ll, Mascia FL, Montedo UB, Eds. Human Factors in Organizational Design and Management - IX. Santa Monica, Ca.: lEA Press, 2008. Larson N., Miezio, K., Shear, K., Ault, G., Tepper, D., Gottleib, M.K. Pilot Study to Assess Strategies to Reduce Work-Related Musculoskeletal Disorders Associated with Computer Work. Human Factors in Organizational Design and Management - V1996 Elsevier Science. 1996. p. 267-272. Chapter 3 is Larson N., Wick H. 30 Years of Ergonomics at 3M: A Case Study. Work: A Journal of Prevention, Assessment and Rehabilitation, Vol. 41, 5091-5098, 2012. Chapter 4 is Larson N., Wick H, Albin T, Vink P. Industrial Ergonomics: The impact of a comprehensive program with a well-defined performance goal in reducing work-related musculoskeletal disorders. Accepted for publication in: P Vink (ed): Occupational Ergonomics, CRC Press, Boca Raton, 2014. Chapter 5 is Larson N., Wick, H., Hallbeck, S., Vink, P. Ergonomics case study projects demonstrate positive results in a global multi-industry, resubmitted in 2014 to HE Transactions on Occupational Ergonomics & Human Factors. Chapter 6 is Larson N. Corporate Ergonomics: Its Musculoskeletal Disorder Management and System Optimization. Ergonomics in Design: 2012 20: 29-32. ix Many Fortune 500 company headquarters are located in countries with regulations requiring ergonomics programs to be included as part of business. These global companies are in a unique position to elevate the work well-being of hundreds of millions of workers and also improve operating efficiency through the application of ergonomics. The lEA, in their 2012 policy statement describes the wide variety of ways ergonomics can be applied in various settings. While mentioning industrial ergonomics as one ofthe applications, it does not specifically address this opportunity. The profession needs to develop justification, written in the language of business, in order to continue to expand the realized value in global operations. This research provides evidence for this proposal and confirms that dual benefit or the reduction of WMSDs and operational efficiency can both be realized by application of ergonomics in industry. This research demonstrates that to realize these benefits all levels of ergonomics, microergonomics, participatory ergonomics and macroergonomics are important, and the commonly recommended ergonomics program elements all contribute to and also impact success. Further research to broaden the understanding regarding how these technical and program elements interrelate and benefit both employees and business is needed to guide companies and industrial ergonomics programs. X
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