Experienced workers exhibit distinct torso kinematics/kinetics and patterns of task dependency during repetitive lifts and lowers

The Influence of Contextual and Theoretical Expertise on Generic and Occupation-Specific Lifting Strategy

OBJECTIVE

To determine whether (i) low back loads and/or (ii) kinematic coordination patterns differed across theoretical expert, contextual expert and novice groups when completing both generic and occupation-specific lifts.

BACKGROUND

Experience has been proposed as a factor that could reduce biomechanical exposures in lifting, but the literature reports mixed effects. The inconsistent relationship between experience and exposures may be partially attributable to the broad classification of experience and experimental lifting protocols not replicating the environment where experience was gained.

METHODS

Purposive sampling was used to recruit 72 participants including theoretical experts (formal training on lifting mechanics), contextual experts (paramedics), and novices. Participants performed 10 barbell and crate (generic) lifts, as well as backboard and stretcher (occupation-specific) lifts while whole-body kinematics and ground reaction forces were collected. Peak low back compression and anteroposterior shear loads normalized to body mass, as well as kinematic coordination patterns, were calculated as dependent variables.

RESULTS

No significant differences in low back loads were observed across expertise groups. However, significant differences were seen in kinematic coordination patterns across expertise groups in occupation-specific lifts, but not in generic lifts.

CONCLUSION

Increasing expertise is unlikely to minimize low back loads in lifting. However, contextual expertise did influence lifting kinematics, but only when performing occupationally specific lifts.

APPLICATION

Contextual expertise may help lifters adopt lifting kinematics that enhance the tolerance of their musculoskeletal system to withstand applied loads, but does not seem to reduce the applied low back loads relative to noncontextual expert groups.

Differential effects of sex on upper body kinematics and kinetics during fatiguing, Asymmetric lifting

This study quantified sex-specific biomechanical adaptations to fatigue in asymmetric lifting. Twenty-one females and fifteen males performed a prolonged asymmetric lifting protocol while upper body, trunk and pelvis kinematics were collected. Features of movement identified with principal component analysis, and peak joint angular velocities and moments were calculated. Sex-specific kinematic adaptations to fatigue included females adopting a 'stoop-like' lifting strategy to a greater extent than males. Additionally, females exhibited higher vertical elbow positions during load rotation, moved their body toward the destination for load deposit, and did not reduce peak right shoulder flexion velocities, in contrast to male participants. Females also had greater low back and shoulder peak normalized joint moments. When fatigued, females adopted an asymmetric lifting strategy that minimized metabolic demand as supported by smaller decreases in maximum voluntary contractions. However, females' fatigue-related adaptations increased biomechanical exposures associated with injury risk.

A first step towards a framework for interventions for individual working practice to prevent work-related musculoskeletal disorders: a scoping review

BACKGROUND

Work-related musculoskeletal disorders (WMSDs) are a key topic in occupational health. In the primary prevention of these disorders, interventions to minimize exposure to work-related physical risk factors are widely advocated. Besides interventions aimed at the work organisation and the workplace, interventions are also aimed at the behaviour of workers, the so-called individual working practice (IWP). At the moment, no conceptual framework for interventions for IWP exists. This study is a first step towards such a framework.

METHODS

A scoping review was carried out starting with a systematic search in Ovid Medline, Ovid Embase, Ovid APA PsycInfo, and Web of Science. Intervention studies aimed at reducing exposure to physical ergonomic risk factors involving the worker were included. The content of these interventions for IWP was extracted and coded in order to arrive at distinguishing and overarching categories of these interventions for IWP.

RESULTS

More than 12.000 papers were found and 110 intervention studies were included, describing 810 topics for IWP. Eventually eight overarching categories of interventions for IWP were distinguished: (1) Workplace adjustment, (2) Variation, (3) Exercising, (4) Use of aids, (5) Professional skills, (6) Professional manners, (7) Task content & task organisation and (8) Motoric skills.

CONCLUSION

Eight categories of interventions for IWP are described in the literature. These categories are a starting point for developing and evaluating effective interventions performed by workers to prevent WMSDs. In order to reach consensus on these categories, an international expert consultation is a necessary next step.

Biomechanical differences in experts' and novices' footstep patterns during a palletizing task

Very few studies have examined differences between experts' and novices' foot positioning and movements during manual materials handling tasks. The impact of footstep patterns on low back loading needs to be better understood. The goals of this study were to characterize foot placement and movements in novices and experts and to assess their impact on back loading considering the height of grasp. The task consisted in transferring 24 15 kg boxes from a pallet to another. Foot placement and movements were classified with a recently developed taxonomy. Results show that experts' feet remained static more often than novices' feet during the lifting phase. Positioning the feet towards the deposit site during lifting increased asymmetrical moments, especially for novices. Positioning one foot forward increased asymmetrical moments for novices. Overall, footstep strategies are an effective indicator of low back exposure and should be considered in ergonomic studies.

A novel approach to quantify the assistive torque profiles generated by passive back-support exoskeletons

Industrial exoskeletons are a promising ergonomic intervention to reduce the risk of work-related musculoskeletal disorders by providing external physical support to workers. Passive exoskeletons, having no power supplies, are of particular interest given their predominance in the commercial market. Understanding the mechanical behavior of the torque generation mechanisms embedded in passive exoskeletons is, however, essential to determine the efficacy of these devices in reducing physical loads (e.g., in manual material handling tasks). We introduce a novel approach using a computerized dynamometer to quantify the assistive torque profiles of two passive back-support exoskeletons (BSEs) at different support settings and in both static and dynamic conditions. The feasibility of this approach was examined using both human subjects and a mannequin. Clear differences in assistive torque magnitudes were evident between the two BSEs, and both devices generated more assistive torques during trunk/hip flexion than extension. Assistive torques obtained from human subjects were often within similar ranges as those from the mannequin, though values were more comparable over a narrow range of flexion/extension angles due to practical limitations with the dynamometer and human subjects. Characterizing exoskeleton assistive torque profiles can help in better understanding how to select a torque profile for given task requirements and user anthropometry, and aid in predicting the potential impacts of exoskeleton use by incorporating measured torque profiles in a musculoskeletal modeling system. Future work is recommended to assess this approach for other occupational exoskeletons.

Exploration of different classes of metrics to characterize motor variability during repetitive symmetric and asymmetric lifting tasks

The substantial kinematic degrees-of-freedom available in human movement lead to inherent variations in a repetitive movement, or motor variability (MV). Growing evidence suggests that characterizing MV permits a better understanding of potential injury mechanisms. Several diverse methods, though, have been used to quantify MV, but limited evidence exists regarding the merits of these methods in the occupational context. In this work, we explored different classes of methods for characterizing MV during symmetric and asymmetric box lifting tasks. Kinematic MV of both the whole-body center-of-mass (COM) and the box were quantified, using metrics derived from a linear method (Standard Deviation), a non-linear method (Sample Entropy; an index of movement regularity), and a novel application of an equifinality method (Goal Equivalent Manifold; an index related to the set of effective motor solutions). Our results suggest that individuals manipulate regularity and the set of effective motor solutions to overcome unwanted motor noises related to the COM. These results, together with earlier evidence, imply that individuals may prioritize stability over variability with increasing task difficulty. Task performance also appeared to deteriorate with decreasing variability and regularity of the COM. We conclude that diverse metrics of MV may be complimentary to reveal differences in MV.

Postural Stability and Physical Activity of Workers Working at Height

The purpose of the study was to analyze the level of postural stability and physical activity of at-height workers.

The study included 34 healthy men aged 25–43. Two groups were identified based on the type of work they performed: at-height workers (HW) (n = 17), and office workers (OW) (n = 17). Physical activity, including physical activity at work, sports activity, and leisure, was assessed with a Baecke questionnaire. For evaluation of postural stability, the one-leg standing test with eyes open and closed was used.

The HW group had a higher rate of average physical activity at work than the OW group (p = .000), whereas the OW group showed greater physical activity during leisure time (p = .000). No differences were found between the groups in terms of sports activity. Postural stability analysis shows that the HW group (p < .05) scored statistically significantly higher values in one-leg standing with eyes closed.

The groups differed in terms of postural stability in favor of HW. At the same time, despite differences in particular aspects, the overall level of PA was similar. This may indicate that postural stability is rather affected by exposure to distress conditions.

Factors determining workers' pace while conducting continuous sequential lifting, carrying, and lowering tasks

To plan a new manual material handling work process, it is necessary to predict the times required to complete each task. Current time prediction models lack validity when the handled object's mass exceeds 2 kg. In this study, we investigated the effect of workplace design parameters on continuous sequential lifting, carrying, and lowering of boxes weighing from 2 kg to 14 kg. Both laboratory and field experiments were conducted. Results revealed that the box's weight and the lifting and lowering heights influenced the tasks' times. Further, the time to perform a task was influenced by the performance of other tasks in the same work process. New time prediction models were developed using the laboratory experiment data. Our models were found to be more accurate on average than the Maynard Operation Sequence Technique (MOST) and Methods Time Measurement (MTM-1) by 42% and 20%, respectively, for predicting the times of real workers at an actual workplace.

The effects of a simple intervention on exposures to low back pain risk factors during traditional posterior load carriage

Traditional posterior load carriage (PLC), typically performed without the use of an assistive device, is associated with a high prevalence of low back pain (LBP). However, there are few studies that have evaluated potential interventions to reduce exposures to LBP risk factors. This work examined the effects of a simple, potentially low-cost intervention using an assistive device (i.e., carrying aid) on exposures to factors related to LBP risk during PLC. Torso kinematics and kinetics, slip risk, and ratings of perceived discomfort (RPD) were obtained during simulated PLC on a walkway. Consistent with earlier results, increasing load mass substantially increased torso flexion and lumbosacral flexion moment, as well as RPDs in all anatomical regions evaluated. Using the carrying aid with a higher load placement resulted in substantially lower mean lumbosacral moments when carrying the heaviest load. In contrast, using the carrying aid with a lower load placement resulted in substantially higher torso flexion angles, higher mean lumbosacral moments when carrying heavier loads, and higher peak lumbosacral moments across all load masses. With use of the carrying aid, both higher and lower load placement resulted in significantly lower RPDs in the elbows and hands compared to the control condition. In summary, use of a carrying aid with higher load placement may be beneficial in reducing the risk of LBP during PLC. Future studies are needed, though, to improve the device design and to enhance external validity.

Lifting speed preferences and their effects on the maximal lifting capacity

The objectives of this study were to evaluate how lifting capacity and subjective preferences are affected by different lifting speeds. The maximum lifting capacity of lift was determined with three independent variables, lifting speed, lifting technique, and lifting height. Questionnaires were evaluated after the experiment by the participants for the lifting speed preferences. This study found that the lifting speed was a significant factor in the lifting capacity (p<0.001); and the lifting height (p<0.001) and the interaction of lifting speed and lifting height (p=0.005) affected the lifting capacity significantly. The maximal lifting capacity was achieved around the optimal speed that was neither too fast nor too slow. Moreover, the participants' preferred lifting speeds were consistently close to the optimal lifting speed. The results showed that the common lifting practice guideline to lift slowly might make the worker unable to generate a large lifting capacity.

A biomechanical comparison between expert and novice manual materials handlers using a multi-joint EMG-assisted optimization musculoskeletal model of the lumbar spine

Expertise is a key factor modulating the risk of low back disorders (LBD). Through years of practice in the workplace, the typical expert acquires high level specific skills and maintains a clean record of work-related injuries. Ergonomic observations of manual materials handling (MMH) tasks show that expert techniques differ from those of novices, leading to the idea that expert techniques are safer. Biomechanical studies of MMH tasks performed by experts/novices report mixed results for kinematic/kinetic variables, evoking potential internal effect of expertise. In the context of series of box transfers simulated by actual workers, detailed internal loads predicted by a multiple-joint EMG-assisted optimization lumbar spine model are compared between experts and novices. The results confirmed that the distribution of internal moments are modulated by worker expertise. Experts flexed less their lumbar spine and exerted more active muscle forces while novices relied more on passive resistance of the muscles and ligamentous spine. More specifically for novices, the passive contributions came from global extensor muscles, selected local extensor muscles, and passive structures of the lumbar spine (ligaments and discs). The distinctive distribution of internal forces was not concomitant with a similar effect on joint forces, these forces being dependent on external loading which was equivalent between experts and novices. From a safety standpoint, the present results suggest that experts were more efficient than novices in partitioning internal moment contributions to balance net (external) loading. Thus, safer handling practices might be seen as a result of experts׳ experience.

Traditional posterior load carriage: effects of load mass and size on torso kinematics, kinetics, muscle activity and movement stability

Traditional posterior load carriage (PLC), done without the use of an assistive device (e.g., backpack), has been associated with low back pain (LBP) development. This study evaluated the effects of important task demands, related to load mass and size, on potential mechanisms linking traditional PLC with LBP. Nine healthy participants completed PLC tasks with three load masses (20%, 35% and 50% of individual body mass) and three load sizes (small, medium and large). Torso kinematics, kinetics, muscle activity and slip risk were evaluated during PLC on a walkway, and torso movement stability was quantified during PLC on a treadmill. Increasing load mass caused increased torso flexion, L5/S1 flexion moment, abdominal muscle activity and torso movement stability in the frontal plane. Increasing load size also caused higher torso flexion, peak torso angular velocity and acceleration, and abdominal muscle activity. Complex interactive effects of load mass and size were found on paraspinal muscle activity and slip risk. Specific task demands, related to load mass and size, may thus influence the risk of LBP during PLC.

PRACTITIONER SUMMARY

This study examined the effects of load mass and size on low back pain (LBP) risk using intermediary measures derived from torso kinematics, kinetics and muscle activity. Our current findings, along with earlier work, suggest that load mass and size can influence LBP risk, and that use of smaller and light loads may be beneficial during PLC.

Effects of task precision demands on behavioral and physiological changes during a repetitive asymmetric lifting activity

OBJECTIVE

This study investigated the effects of task precision demands on behavioral and physiological changes during repetitive asymmetric lifting.

BACKGROUND

Repetitive lifting encountered in manual material handling leads to muscle fatigue and is a documented risk factor for low back disorder.

METHOD

A total of 17 healthy volunteers performed repetitive asymmetric lifting for 60 min (10 lifts/min). Task precision demands were imposed by varying the entry width onto the destination conveyor. Physiological changes were assessed using near-infrared spectroscopy obtained from the erector spinae muscles. Three-dimensional spine kinematics and moment responses were quantified to understand behavioral changes during the lifting activity.

RESULTS

Task precision demands showed no effect on erector spinae muscle oxygenation levels. Behavioral changes associated with repetitive lifting included increases in the overall lift duration, peak forward bending motion, and three-dimensional movement velocities of the spine, along with a decrease in the lateral bending moment. Relative to low precision demands, high precision demands resulted in 20% longer placement periods, which, in turn, resulted in a 12% increase in the time-integrated twisting postures and a 10% increase in the time-integrated lateral bending moments during load placement.

CONCLUSION

The elevated risk of low back injury when lifting under greater precision demands is likely due to the sustained spine twisting and the sustained lateral bending moment on the spine in the final phase of these lifts.

APPLICATION

Understanding behavioral changes to repetitive asymmetric lifting, especially for tasks requiring greater precision can be used to support injury prevention efforts.

Age-related differences do affect postural kinematics and joint kinetics during repetitive lifting

BACKGROUND

Age is considered a risk factor for manual handling-related injuries and older workers incur higher injury-related costs than younger co-workers. This study investigated the differences between the kinematics and kinetics of repetitive lifting in two groups of handlers of different ages.

METHODS

Fourteen younger (mean 24.4 yr) and 14 older (mean 47.2 yr) males participated in the study. Participants repetitively lifted a box weighing 13 kg at a frequency of 10 lifts/min for a maximum of 20 min. Postural kinematics (joint and lumbosacral angles and angular velocities) and kinetics (joint moments) were measured throughout the lifting task using motion analysis and ground reaction forces. Muscle fatigue of the erector spinae was assessed using electromyography.

FINDINGS

Peak lumbosacral, trunk, hip and knee flexion angles differed significantly between age groups over the duration of the task, as did lumbosacral and trunk angular velocities. The younger group increased peak lumbar flexion by approximately 18% and approached 99% of maximum lumbosacral flexion after 20 min, whereas the older group increased lumbar flexion by 4% and approached 82% maximum flexion. The younger group had a larger increase in peak lumbosacral and trunk angular velocities during extension, which may be related to the increased back muscle fatigue observed among the younger group.

INTERPRETATION

Older participants appeared to control the detrimental effects of fatigue associated with repetitive lifting and limit lumbar spine range of motion. The higher rates of musculoskeletal injury among older workers may stem from a complex interaction of manual handling risk factors.

Exploring the effects of seated whole body vibration exposure on repetitive asymmetric lifting tasks

This study investigated changes in the physiological and behavioral responses to repetitive asymmetric lifting activity after exposure to whole body vibrations. Seventeen healthy volunteers repeatedly lifted a box (15% of lifter's capacity) positioned in front of them at ankle level to a location on their left side at waist level at the rate of 10 lifts/min for a period of 60 minutes. Prior to lifting, participants were seated on a vibrating platform for 60 minutes; in one of the two sessions the platform did not vibrate. Overall, the physiological responses assessed using near-infrared spectroscopy signals for the erector spinae muscles decreased significantly over time during the seating and the lifting tasks (p < 0.001). During repetitive asymmetric lifting, behavioral changes included increases in peak forward bending motion, twisting movement, and three-dimensional movement velocities of the spine. The lateral bending movement of the spine and the duration of each lift decreased significantly over the 60 minutes of repetitive lifting. With exposure to whole body vibration, participants twisted farther (p = 0.046) and twisted faster (p = 0.025). These behavioral changes would suggest an increase in back injury risk when repetitive lifting tasks are preceded by whole body vibration exposure.

Effects of work experience on fatigue-induced biomechanical changes during repetitive asymmetric lifts/lowers

Repetitive lifting/lowering is associated with an increased risk of work-related low back disorders (WRLBDs), and fatigue may exacerbate such risk. Work methods used by experienced workers are potential models for developing worker training to reduce WRLBDs, though whether experience modifies the effects of fatigue on WRLBD risk is largely unknown. Here, six novices and six experienced workers completed 185 cycles of repetitive, asymmetric lifts/lowers. Physical demands, whole-body balance and torso movement stability were assessed using torso kinematics/kinetics, linear/angular momenta and Lyapunov exponents, respectively. Several fatigue-induced changes in movement strategies were evident. Novices decreased and experienced workers increased peak lumbar moments post-fatigue, suggesting lower WRLBD risks among the former in terms of torso kinetics. Other than lumbar moments, though, fatigue substantially reduced group-level differences in torso twisting velocities and accelerations. Post-fatigue movement strategies of experienced workers thus did not appear to be advantageous in terms of WRLBD risk.

Lifting strategies of expert and novice workers during a repetitive palletizing task

Thirty manual material handlers (15 experts and 15 novices) were invited to perform series of box transfers under conditions similar to those of large distribution centers. The objective of the present study was to verify whether multiple box transfers leading to fatigue would also lead to differences between expert and novice workers in joint motions and in back loading variables (L5/S1 moments). The task consisted in transferring 24 15-kg boxes from one pallet to another (4 layers of boxes; 6 boxes/layer: 3 in the front row, 3 in the back) at a self-determined pace and then at an imposed pace of 9 lifts/min for a total of 240 lifts. The underlying idea was to set a challenging task that would force the experts to use their skills. Full-body 3D kinematic data were collected as well as external foot forces. A dynamic 3D linked segment model was used to estimate the net moments at L5/S1. The results clearly show that the experts bent their lumbar spine less (10° less) and were closer (4 cm) to the box than novice workers. Knee flexions were similar in both groups except when the box was lifted from ground level (expert ≈ 71°, novice ≈ 48°). The peak resultant moment was not statistically different (expert = 168 Nm, novice = 184 Nm) although experts had lower values on average than novices when lifting heights (and deposit heights) of the boxes increased. Therefore, experts differed from novice workers mostly in the posture-related variables. These differences are especially important to consider when the box is located on the ground, as the back posture and back loading are then at their greatest magnitude and could have a major impact on the distribution of internal forces on the spine.

Physiological and biomechanical responses to a prolonged repetitive asymmetric lifting activity

This study investigated the effects of a prolonged repetitive asymmetric lifting task on behavioural adaptations during repetitive lifting activity, measures of tissue oxygenation and spine kinematics. Seventeen volunteers repeatedly lifted a box, normalised to 15% of the participant's maximum lifting strength, at the rate of 10 lifts/min for a period of 60 min. The lifts originated in front of the participants at ankle level and terminated on their left side at waist level. Overall, perceived workload increased during the repetitive lifting task. Erector spinae oxygenation levels, assessed using near-infrared spectroscopy, decreased significantly over time. Behavioural changes observed during the repetitive lifting task included increases in the amount of forward bending, the extension velocity and the lateral bending velocity, and a reduced lateral bending moment on the spine. These changes, with the exception of the reduced lateral bending moment, are associated with increased risk of low back disorder.