Self-selected manual lifting technique: functional consequences of the interjoint coordination

Quantifying how functional and structural personal factors influence biomechanical exposures in paramedic lifting tasks

It is unknown how structural (sex, stature, body mass) and functional (strength, flexibility) personal factors influence lifting strategy in paramedic work. We explored whether variance in peak low back forces and kinematic coordination patterns could be explained by structural and functional personal factors in paramedic lifting tasks. Seventy-two participants performed backboard and stretcher lifts. Peak low back forces normalised to body mass, as well as kinematic coordination patterns, were calculated as dependent variables. Being female, stronger, shorter, having higher body mass, and/or having greater lower body range of motion (ROM) were all independently associated with lower normalised low back forces across backboard and stretcher lifting. Females and stronger individuals seemed to define a movement objective to consistently minimise compressive forces, while individuals with greater hip ROM consistently minimised anteroposterior shear forces. The efficacy of improving strength and hip ROM to reduce low back forces in paramedic lifting should be investigated.Practitioner summary: Females, stronger individuals, and individuals with greater hip range of motion consistently exhibited lower normalised low back forces in paramedic lifting. Improving strength and hip range of motion via training is a potential proactive ergonomics approach to reduce peak low back forces in paramedic lifting tasks.

Regression-Based Machine Learning for Predicting Lifting Movement Pattern Change in People with Low Back Pain

Machine learning (ML) algorithms are crucial within the realm of healthcare applications. However, a comprehensive assessment of the effectiveness of regression algorithms in predicting alterations in lifting movement patterns has not been conducted. This research represents a pilot investigation using regression-based machine learning techniques to forecast alterations in trunk, hip, and knee movements subsequent to a 12-week strength training for people who have low back pain (LBP). The system uses a feature extraction algorithm to calculate the range of motion in the sagittal plane for the knee, trunk, and hip and 12 different regression machine learning algorithms. The results show that Ensemble Tree with LSBoost demonstrated the utmost accuracy in prognosticating trunk movement. Meanwhile, the Ensemble Tree approach, specifically LSBoost, exhibited the highest predictive precision for hip movement. The Gaussian regression with the kernel chosen as exponential returned the highest prediction accuracy for knee movement. These regression models hold the potential to significantly enhance the precision of visualisation of the treatment output for individuals afflicted with LBP.

Machine Learning Derived Lifting Technique in People without Low Back Pain

This paper presents a method for determining the number of lifting techniques used by healthy individuals through the analysis of kinematic data collected from 115 participants utilizing an motion capture system. The technique utilizes a combination of feature extraction and Ward's method to analyse the range of motion in the sagittal plane of the knee, hip, and trunk. The findings identified five unique lifting techniques in people without low back pain. The multivariate analysis of variance statistical analysis reveals a significant difference in the range of motion in the trunk, hip and knee between each cluster for healthy people (F (12, 646) = 125.720, p < 0.0001).Clinical Relevance- This information can assist healthcare professionals in choosing effective treatments and interventions for those with occupational lower back pain by focusing rehabilitation on specific body parts associated with problematic lifting techniques, such as the trunk, hip, or knee, which may lead to improved pain and disability outcomes, exemplifying precision medicine.

Kinematic adaptations to restricting spine motion during symmetrical lifting

When lifting an object from the ground a person has many possible whole-body movement solutions to accomplish the task. It is unclear why lifters use most of their available lumbar spine flexion range-of-motion despite many ergonomic guidelines advising against doing so. Experimentally restricting spine motion and observing compensatory movement strategies is one approach to address this knowledge gap. A kinematic analysis was performed on 16 participants who completed symmetrical lifting tasks with and without wearing a spine motion-restricting device. Sagittal trunk, lumbar spine, and lower extremity kinematics, along with stance width and foot orientation in the transverse plane were evaluated between restricted and unrestricted lifting conditions. Restricting spine motion required greater ankle dorsiflexion (p < 0.001), knee flexion (p < 0.001), and hip flexion (p < 0.001) motion in comparison to unrestricted lifting. Motion was reallocated such that hip flexion showed the largest increase in restricted lifting, followed by ankle dorsiflexion, then knee flexion compared to unrestricted lifting. Trunk inclination decreased (i.e., more upright) in restricted compared to unrestricted lifting (p < 0.001). Neither stance width (p = 0.163) nor foot orientation (p = 0.228) were affected by restricting spine motion. These adaptive movements observed indicate lower extremity joint motion must be available and controlled to minimize lumbar spine flexion during lifting.

Machine Learning Derived Lifting Techniques and Pain Self-Efficacy in People with Chronic Low Back Pain

This paper proposes an innovative methodology for finding how many lifting techniques people with chronic low back pain (CLBP) can demonstrate with camera data collected from 115 participants. The system employs a feature extraction algorithm to calculate the knee, trunk and hip range of motion in the sagittal plane, Ward’s method, a combination of K-means and Ensemble clustering method for classification algorithm, and Bayesian neural network to validate the result of Ward’s method and the combination of K-means and Ensemble clustering method. The classification results and effect size show that Ward clustering is the optimal method where precision and recall percentages of all clusters are above 90, and the overall accuracy of the Bayesian Neural Network is 97.9%. The statistical analysis reported a significant difference in the range of motion of the knee, hip and trunk between each cluster, F (9, 1136) = 195.67, p < 0.0001. The results of this study suggest that there are four different lifting techniques in people with CLBP. Additionally, the results show that even though the clusters demonstrated similar pain levels, one of the clusters, which uses the least amount of trunk and the most knee movement, demonstrates the lowest pain self-efficacy.

The influence of sex and strength capacity on normalized low-back exposure during lifting: Insights from a joint power analysis

OBJECTIVE

Investigate the influence of sex, strength capacity, and relative load mass on low-back exposure and lower extremity joint power generation in backboard lifting.

BACKGROUND

Sex and strength have been shown to influence lifting strategy, but without load mass being scaled to strength it is unknown which factor influences low-back exposures, and whether there are interactions with load mass.

METHODS

Motion capture and force plate data from 28 participants were collected during backboard lifting at load masses scaled to strength capacity. Differences in normalized peak low-back moment, peak knee-to-hip power magnitude ratio and timing were tested as a function of sex, strength, and load mass.

RESULTS

Stronger participants had lower normalized peak low-back moments (average 32% change from low-capacity across all load masses), with no significant sex effect (p = 0.582). As load mass increased, normalized peak low-back moment, peak knee-to-hip power magnitude and synchronicity decreased.

CONCLUSION

Training to both increase strength capacity and hip-joint power generation may be a strategy to reduce low-back exposure in backboard lifting.

Comparing the risk of low-back injury using model-based optimization: Improved technique versus exoskeleton assistance

Although wearable robotic systems are designed to reduce the risk of low-back injury, it is unclear how effective assistance is, compared to improvements in lifting technique. We use a two-factor block study design to simulate how effective exoskeleton assistance and technical improvements are at reducing the risk of low-back injury when compared to a typical adult lifting a box. The effects of assistance are examined by simulating two different models: a model of just the human participant, and a model of the human participant wearing the SPEXOR exoskeleton. The effects of lifting technique are investigated by formulating two different types of optimal control problems: a least-squares problem which tracks the human participant's lifting technique, and a minimization problem where the model is free to use a different movement. Different lifting techniques are considered using three different cost functions related to risk factors for low-back injury: cumulative low-back load (CLBL), peak low-back load (PLBL), and a combination of both CLBL and PLBL (HYB). The results of our simulations indicate that an exoskeleton alone can make modest reductions in both CLBL and PLBL. In contrast, technical improvements alone are effective at reducing CLBL, but not PLBL. The largest reductions in both CLBL and PLBL occur when both an exoskeleton and technical improvements are used. While all three of the lifting technique cost functions reduce both CLBL and PLBL, the HYB cost function offers the most balanced reduction in both CLBL and PLBL.

Equivalent Weight: Connecting Exoskeleton Effectiveness with Ergonomic Risk during Manual Material Handling

Occupational exoskeletons are becoming a concrete solution to mitigate work-related musculoskeletal disorders associated with manual material handling activities. The rationale behind this study is to search for common ground for exoskeleton evaluators to engage in dialogue with corporate Health & Safety professionals while integrating exoskeletons with their workers. This study suggests an innovative interpretation of the effect of a lower-back assistive exoskeleton and related performances that are built on the benefit delivered through reduced activation of the erector spinae musculature. We introduce the concept of "equivalent weight" as the weight perceived by the wearer, and use this to explore the apparent reduced effort needed when assisted by the exoskeleton. Therefore, thanks to this assistance, the muscles experience a lower load. The results of the experimental testing on 12 subjects suggest a beneficial effect for the back that corresponds to an apparent reduction of the lifted weight by a factor of 37.5% (the perceived weight of the handled objects is reduced by over a third). Finally, this analytical method introduces an innovative approach to quantify the ergonomic benefit introduced by the exoskeletons' assistance. This aims to assess the ergonomic risk to support the adoption of exoskeletons in the workplace.

Stair ascent comparison of lower limb kinematics with differing time normalization techniques

Understanding gait differences in context of group differences is dependent on statistical testing methods and time normalization techniques (TN). The method induces a relationship of both with one another. As to our knowledge, there has been no investigation into their relation so far. To show empirically what effects may be of importance, we use SPM with linear time interpolation (LI) and Dynamic Time Warping (DTW) separately for data of a study on stair ascent kinematics between two groups. There is a slight difference in statistical significance for the comparison of LI and DTW. LI-uniquely significant time highlight differences due to in-group time-variations, whereas DTW-uniqueness is tied to qualitative differences of homogeneous events. The comparison of stair ascent kinematics with DTW shows more pronounced evidence for backlift-like strategies for the older group, although trunk angles are kept more extended as to ensure stabilty. Thus, the difference in SPM from TN is slight but important, if there is need to mirror said effects methodically.

Sex differences in upper limb musculoskeletal biomechanics during a lifting task

Women experience higher prevalence of work-related upper limb musculoskeletal disorders compared to men. Previous studies have investigated the biological, kinematic and electromyographic sex-related differences during a lifting task but the actual differences in musculoskeletal loads remain unknown. We investigated the sex differences in three musculoskeletal indicators: the sum of muscle activations, the sum of muscle forces and the relative time spent beyond a shear-compression dislocation ratio. A musculoskeletal model was scaled on 20 women and 20 men lifting a 6 or 12kg box from hip to eye level. Women generated more muscle forces and activations than men, regardless of the lifted mass. Those differences occurred when the box was above shoulder level. In addition, women might spend more time beyond a shear-compression dislocation ratio. Our work suggests higher musculoskeletal loads among women compared to men during a lifting task, which could be the result of poor technique and strength difference.

Kinematic and kinetic functional requirements for industrial exoskeletons for lifting tasks and overhead lifting

The aim of this study was to sample human kinematics and kinetics during simulated tasks to aid the design of industrial exoskeletons. Twelve participants performed two dynamic tasks; a simulated lifting task and an overhead lifting task. Based on the current data, to completely assist a worker with lifting loads up to 15 kg, hip actuators would need to supply up to 111 Nm of extensor torque at speeds up to 139°/s of extension velocity and 26°/s of flexion velocity. The actuators should allow the hip to extend to 11° and flex to 95°, and supply a power of 212 W. To completely assist workers lifting a 3 kg load overhead, actuators assisting shoulder flexion would need to supply up to 20 Nm of flexor torque at speeds up to 21°/s of extension velocity and 116°/s of flexion velocity. The actuators should also allow 67° of shoulder flexion and supply a power of 27 W. Practitioner summary: There is increasing interest in developing exoskeletons for industrial applications. This study details relevant kinetic and kinematic exposures for common production tasks, which can be used to inform functional requirements of industrial exoskeletons.AbbreviationsWMSD(s)work-related musculoskeletal disordersMMHmanual materials handlingDOFdegrees of freedomBLEEXBerkeley lower extremity exoskeletonLED(s)light emitting diodeRelrelativeHighlightsThis study sampled joint kinematic and kinetic activity to inform design of industrial exoskeletons.The study presents sample values to two types of common industrial tasks across the major joints as are often assisted.We also indicate considerations on which joints should be considered to be actively assisted.

Is deep squat movement strategy related to floor-to-waist height lifting strategy: implications for physical employment testing

Generalised predictive tests may be viable screening tools to evaluate job candidate workability if movement strategy used in assessment is consistent with movement strategy used in work. This study investigated if deep squat (DS) kinematics could predict floor-to-waist height lifting kinematics. Participants performed three DS repetitions, and 10 lifts of both a 10 kg and 20 kg box. Whole body kinematics were collected to calculate knee, hip and low back angles, and coordination as measured by relative phase angles. Movement features of lower extremity control, including knee and hip angles and coordination, were significantly correlated (r = 0.43-0.85) between the DS and lifting. However, low back movement features, measures linked to injury risk, were not significantly correlated between the DS and lifting. These findings do not support the DS as a suitable movement screen to predict lifting strategy, specifically when considering low back control. Practitioner summary: This study investigated whether lifting strategy could be inferred from deep squat performance. Knee and hip movement strategies were associated between the deep squat and lifting. However, inconsistencies in low back control between the deep squat and lifting limit the deep squat's injury risk assessment potential.

Evaluation and comparison of lift styles for an ideal lift among individuals with different levels of training

Training for safe lifting techniques is used by employers to lower their workers' exposure to risk of workplace injuries. To determine effectiveness of training, 266 attendees at two professional conferences were asked to identify and demonstrate their preferred lift technique with the demonstration being an ideal floor-to-waist height lift of a10-kg weighted crate. 'Bend your knees' was the most frequent preferred cue for each of the self-reported participant groups: untrained (n = 65), trained (n = 86), and trainers (n = 115) according to safe lifting techniques. The demonstrations showed that this cue was incorporated into the skill of lifting by all groups. Trained participants showed a stronger conformity for depth of squat; but, the overall variability suggested a lack of consensus on the ideal depth of squat. The trained group experienced less loading at L5/S1 (p = .021) compared to untrained that was countered by higher loading of the knee (p = .046). Trainers showed lower knee (p = .006) and shoulder (p = .03) loading with similar L5/S1 loading as the trained participants suggesting a broader set of criteria for safe lifting. While the study population was likely biased towards a common understanding of safe lifting techniques given the conferences were for ergonomists and safety professionals, the results provided valuable insight into potential knowledge gaps, and key messaging that is being delivered and integrated into one's knowledge; a program review of lift training is recommended.

Using visual aids to influence manual lifting techniques: acute effects of viewing static images on spine motion

Purpose. This study aimed to determine whether untrained observers alter their spine as directed via static images of different lifting techniques. Methods. Ten men and eight women, who had no lifting or visual observation training, performed box lifts. Following a self-selected lifting technique trial, participants performed four experimental lifting trials (in randomized order) wherein they were instructed to execute lifts in accordance with the techniques pictured. These techniques differed by the amount of knee, trunk and spine flexion modeled. Peak lumbar flexion angles and flexion/extension velocities were quantified, and then statistically analyzed via general linear models with two within-participant factors (condition = technique; phase = lift/lower). Results. Lumbar flexion angles and flexion/extension velocities differed between conditions (p < 0.001), although the effects depended on the combination of postural characteristics pictured. A main effect of phase was observed for peak lumbar flexion velocity only (p = 0.001). No condition × phase interaction effects were detected for any dependent variables (p > 0.050). Conclusions. Acute changes in lifting mechanics can be elicited via visual observation of pictured techniques. However, if using pictures to attenuate peak lumbar flexion displacements and velocities when lifting, auxiliary instruction may be needed to direct observers' attention to the spine curvature displayed.

Sex differences in upper limb 3D joint contributions during a lifting task

Sex-related differences in work technique may contribute to increasing the risk of musculoskeletal joint disorders among women. In lifting tasks, sex differences have been reported for the trunk and lower limb, although women present a higher prevalence of shoulder disorders. We investigated sex differences in the upper limb technique during a lifting task. Trunk and upper limb kinematics were recorded in 27 women and 27 men lifting a box (6 or 12 kg) from hip to eye level. Work technique was quantified through the three-dimensional contribution of each joint to overall box height. The glenohumeral joint showed a higher contribution in women with a 6 kg box and wrist and elbow joints did with a 12 kg box, compared to men at either 6 or 12 kg. Sex differences occurred systematically above shoulder level. Our results argue for careful consideration of sex during ergonomic intervention, particularly during the overhead task. Practitioner Summary: We investigated the sex-related differences in upper limb technique during lifting tasks. Results highlight a sex-specific kinematic strategy above the shoulder level on the glenohumeral joint and on the wrist and elbow joints. To help reduce women's shoulder disorders in overhead task, ergonomic interventions should account for those differences. Abbreviations: DoF: degree-of-freedom; WR/EL: wrist and elbow; GH: glenohumeral; SC/AC: sternoclavicular and acromioclavicular; TR/PE: pelvo-thoracic.

Difference between male and female workers lifting the same relative load when palletizing boxes

A few biomechanical studies have contrasted the work techniques of female and male workers during manual material handling (MMH). A recent study showed that female workers differed from males mostly in the strategy they used to lift 15-kg boxes from the ground, especially regarding task duration, knee and back postures and interjoint coordination. However, the lifting technique difference observed in females compared to males was perhaps due to a strength differences. The objective of this study was to test whether female workers would repeat the same lifting technique with a load adjusted to their overall strength (females: 10 kg; males: 15 kg), which can be considered a "relative load" since the overall back strength of females is 2/3 that of males. The task for the participants consisted in transferring boxes from one pallet to another. A dynamic 3D linked segment model was used to estimate the net moments at L5/S1, and different kinematic variables were considered. The results showed that the biomechanics of the lifting techniques used by males and females were similar in terms of task duration and cumulative loading, but different in terms of interjoint coordination pattern. The sequential interjoint coordination pattern previously seen in females with an absolute load (15 kg) was still present with the relative load, suggesting the influence of factors more intrinsically linked to sex. Considering that the female coordination pattern likely stretched posterior passive tissues when lifting boxes from the ground, potentially leading to higher risk of injury, the reason for this sex effect must be identified so that preventive interventions can be proposed.

Sex differences in lifting strategies during a repetitive palletizing task

Forty-five manual material handlers (15 females, 15 expert males and 15 novice males) performed series of box transfers under conditions similar to those of large distribution centers. The objective of the study was to verify whether sex differences in joint motions and in back loading variables (L5/S1 moments) exist during multiple box transfers. 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. 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 show that the peak L5/S1 moment during lifting for females was significantly lower than for males, but once normalized to body size the difference disappeared. In general, the female workers were very close to the posture adopted by the novice males at the instant of the peak resultant moment. However, females were closer to the box than the male workers. One major sex difference was seen when lifting from the ground, with the use of interjoint coordination analyses. Female workers showed a sequential motion initiated by the knees, followed by the hip and the back, while expert males showed a more synchronized motion. The lifting strategy of females likely stretches lumbar spine passive tissues, which in turn put them at greater risk of back injuries. As observed in our previous studies, these differences between expert males, novice males and females are especially notable when the box is lifted from the ground.

Fear of falling during activities of daily living after total hip arthroplasty in Japanese women: a cross-sectional study

OBJECTIVES

To investigate the prevalence of fear of falling, and identify factors associated with fear of falling during activities of daily living after total hip arthroplasty (THA).

DESIGN

Cross-sectional study.

SETTING

Community.

PARTICIPANTS

Two hundred and fourteen women who had undergone THA.

MAIN OUTCOME MEASURES

Fear of falling after THA was assessed for 12 activities of daily living using a fear of falling score. The number of falls in the past year, total Oxford Hip Score (OHS), total Penn State Worry Questionnaire (PSWQ) score and walking capacity were recorded as descriptive statistics. Multiple linear regression analysis was performed, with total fear of falling score as the dependent variable and age, body mass index, time since THA, bilateral THA, total OHS, history of falling, walking capacity and total PSWQ score as the independent variables.

RESULTS

A number of participants (mean age = 64.2) experienced fear of falling while ascending and descending stairs: 45% (97/214), taking a bath: 26% (56/214), bending to pick something up off the floor: 26% (55/214), and getting up from lying on the floor: 25% (54/214). Fear of falling during activities of daily living after THA was significantly correlated with total OHS, history of falling, walking capacity, total PSWQ score and age (P<0.05).

CONCLUSIONS

Fear of falling develops in certain activities of daily living after THA. It is associated with poorer functional outcome, history of falling, lower walking capacity, higher anxiety level and older age.

Interjoint Coordination and the Personal Lift-Assist Device

It has been suggested that interjoint coordination may serve to reduce joint stress and muscular demand and to maintain balance during dynamic lifting tasks, thus having implications for safe lifting practices. Before recommending the use of an on-body ergonomic aid, the Personal Lift-Assist Device (PLAD), it is important to determine any effects this device may have on interjoint coordination. Principal component analyses were applied to relative phase angle waveforms, defining the hip–knee and lumbar spine–hip coordination of 15 males and 15 females during a repetitive lifting task. When wearing the PLAD, users lifted with more synchronous hip–knee and lumbar spine–hip coordination patterns (P< .01). Furthermore, increases in load caused less synchronized interjoint coordination at both the hip–knee and lumbar spine–hip during the up and down phases of the lift (P< .01) for all conditions. No significant main effects of sex or significant interactions were observed on any of the outcome variables.

Age-related differences in maintenance of balance during forward reach to the floor

BACKGROUND

Downward reaching may lead to falls in older adults, but the underlying mechanisms are poorly understood. This study assessed differences between younger and older adults in postural control and losses of balance when performing a forward reach to the floor in 2 possible real-world situations, with and without full foot contact with the floor.

METHODS

Healthy younger (n = 13) and older (n = 12) women reached as fast as possible to a target placed at their maximal forward reaching distance on floor, either standing on their whole foot or on the shortest base of support (BOS) that they were willing to perform a toe touch with.

RESULTS

Compared with younger women, older women used a 50% larger BOS when stooping down to touch their toes and had 22% less maximal forward reaching distance on the floor. Older women were twice as likely to lose their balance as younger women while performing a rapid forward floor reach (χ(2)(2) = 3.9; p < .05; relative risk = 1.91; 95% CI = 0.99-3.72). Postural sway, measured as center of pressure excursions and center of pressure root mean square error, did not differ between younger and older women anteriorly, but posteriorly, older women decreased their sway in full foot BOS and increased their sway in forefoot BOS (Age × BOS, p < .05). Leg strength was reduced in older versus younger women and was correlated with maximal reach distance (r = .65-.71).

CONCLUSIONS

Healthy older women performing a rapid maximum forward reach on the floor, particularly when using their forefoot for support, are at an increased risk for losing their balance.

Effects of repetitive lifting on kinematics: inadequate anticipatory control or adaptive changes?

In the present study, the effects of repetition on the kinematics in discrete lifting were studied in 10 subjects who lifted a barbell weighing 10% of body mass at a determined speed and along a determined trajectory 630 times during about 40 min. Three-dimensional (3-D) kinematics of the feet, lower and upper legs, pelvis, and trunk were recorded in the first 3 and the final 3 lifting movements of each set of 70 lifts. Over time, trunk extension velocity in the initial 250 ms of the lifting movement decreased, reaching negative (increasing flexion) values in most subjects. In contrast, hip extension velocity increased. Those changes resulted in an increased phase lag between hip and trunk extension. Also, over time, subjects started the lifting movement with their legs more extended and their trunks further flexed. Finally, the motion of the trunk around its longitudinal axis (twisting) increased. The increase in phase lag between hip and trunk extension is interpreted as a consequence of fatigue-more specifically, as the result of a decreased rate of force development of the back muscles. The change in initial posture more likely is an adaptation that functions to retard further fatigue development.

The personal lift-assist device and lifting technique: a principal component analysis

The personal lift-assist device (PLAD) is a non-motorised, on-body device that acts as an external force generator using the concept of stored elastic energy. In this study, the effect of the PLAD on the lifting kinematics of male and female lifters was investigated using principal component analysis. Joint kinematic data of 15 males and 15 females were collected using an opto-electronic system during a freestyle, symmetrical-lifting protocol with and without wearing the PLAD. Of the 31 Principal Components (PCs) retained in the models, eight scores were significantly different between the PLAD and no-PLAD conditions. There were no main effects for gender and no significant interactions. Results indicated that the PLAD similarly affected the lifting kinematics of males and females; demonstrating significantly less lumbar and thoracic flexion and significantly greater hip and ankle flexion when wearing the PLAD. These findings add to the body of work that suggest the PLAD may be a safe and effective ergonomic aid. STATEMENT OF RELEVANCE: The PLAD is an ergonomic aid that has been shown to be effective at reducing low back demands during manual materials handling tasks. This body of work establishes that the PLAD encourages safe lifting practices without adversely affecting lifting technique.

Biomechanical differences between expert and novice workers in a manual material handling task

The objective was to verify whether the methods were safer and more efficient when used by expert handlers than by novice handlers. Altogether, 15 expert and 15 novice handlers were recruited. Their task was to transfer four boxes from a conveyor to a hand trolley. Different characteristics of the load and lifting heights were modified to achieve a larger variety of methods by the participants. The results show that the net moments at the L5/S1 joint were not significantly different (p > 0.05) for the two groups. However, compared with the novices, the experts bent their lumbar region less (experts 54° (SD 11°); novices 66° (SD 15°)) but bent their knees more (experts approx. 72° (SD approx. 30°); novices approx. 53° (SD approx. 33°), which brought them closer to the box. The handler's posture therefore seems to be a major aspect that should be paid specific attention, mainly when there is maximum back loading. STATEMENT OF RELEVANCE: The findings of this research will be useful for improving manual material handling training programmes. Most biomechanical research is based on novice workers and adding information about the approach used by expert handlers in performing their tasks will help provide new avenues for reducing the risk of injury caused by this demanding physical task.

Regional changes in spine posture at lift onset with changes in lift distance and lift style

STUDY DESIGN

Repeated measures experiment.

OBJECTIVE

To determine the effect of changes in horizontal lift distance on the amount of flexion, at lift onset, in different spine regions when using different lift styles.

SUMMARY OF BACKGROUND DATA

By approximating spine bending during lifting as a pure rotation about a single revolute joint, the differential effects of task constraints and instructions on motions of different spine levels will be obscured.

METHODS

Eight participants lifted a 10-kg crate from the floor, 10 times at each of five distances. Participants were instructed to use freestyle (a participant's preferred lift style), squat, or stoop lift styles. Kinematic data were collected from the mid thoracic spine, lower thoracic/upper lumbar spine, mid lumbar spine, and the lower lumbar spine at lift onset. A whole spine angle was also calculated.

RESULTS

Flexion of the lower lumbar spine was not affected by lift distance and style. Differences between lift styles occurred mainly in the mid thoracic and the lower thoracic/upper lumbar regions. With increasing horizontal distance, changes in lift style occurred in the upper three spine regions.

CONCLUSIONS

These results suggest that the tensile strain on tissues in the lower lumbar spine, which can be a cause of injury in lifting, was not affected by lift style or horizontal lift distance when lifting from floor level.

Principal component analysis of lifting waveforms

BACKGROUND

One limiting factor in lifting research design has been the inability to effectively analyze waveform data, especially when differences in body mass, height, and load magnitude influence the derived kinetic variables. The purpose of this study was to demonstrate the sensitivity of principal component analysis to quantify clinically relevant differences in kinetic lifting waveforms over three load magnitudes and between two separate populations.

METHODS

Principal component analysis was applied to five kinetic lifting waveforms. The derived principal component scores were used as the dependent measures in a two-way (clinical status x load magnitude) MANOVA.

FINDINGS

Significant low back pain group differences (P<0.05) were found for three of the principal component scores on extension moment generation in the sacral and thoracic regions and for trunk compression. Significant differences were found for each variable with respect to the magnitude across the entire lift time between the three load conditions, as well as four significant differences related to inferred mechanical changes that resulted from lifting increasingly heavier loads.

INTERPRETATION

Principal component analysis of kinetic lifting waveforms was shown to be insensitive to a confounding factor of different load magnitudes when attempting to identify previously determined clinically relevant differences in the waveform trajectories. The analysis was able to partition the variability attributed to the direct influence of different external load magnitudes, versus those differences in spinal loading that arose from the variations in the lifting mechanics of increasing loads. The technique could be beneficial for other kinetic analyses where confounding magnitude modifiers like body size are present.

Posture and motion variability in non-repetitive manual materials handling tasks

In developing a motion prediction model it is important to initially consider the sources of variability that a model should reproduce. This initial step is followed by model evaluation, where the variability predicted by the model can be a useful test parameter. An existing lifting-motion dataset collected under controlled laboratory conditions was employed here to evaluate quantitatively some important sources of variability for lift motion modeling. The main source of variability was the segment being analyzed, which accounted for more than 20% of the overall variability. There was substantial left-right symmetry in individual segment variability estimates, which were largest for the upper arm segment and tended to be larger for the upper limbs than the lower limbs. Task-related factors accounted for variability mainly as a function of the segment being considered. Within-participant variability contributions to the dataset were relatively small, whereas the contribution of between-participants variability was dependent on the segment (as large as 50%) and could indicate different lifting strategies across participants. Variability was found to remain relatively constant across the different stages of the lifting movements. Implications of these results for the development and evaluation of motion prediction models are presented. Specifically, while task characteristics may be important modifiers of the mean segment trajectory during a lifting movement, their influence on variability differs based on the segment that is being considered. The relevance of the findings is discussed in terms of their utility in the ergonomic design of tasks and work spaces.

Foot positioning instruction, initial vertical load position and lifting technique: effects on low back loading

This study investigated the effects of initial load height and foot placement instruction in four lifting techniques: free, stoop (bending the back), squat (bending the knees) and a modified squat technique (bending the knees and rotating them outward). A 2D dynamic linked segment model was combined with an EMG assisted trunk muscle model to quantify kinematics and low back loading in 10 subjects performing 19 different lifting movements, using 10.5 kg boxes without handles. When lifting from a 0.05 m height with the feet behind the box, squat lifting resulted in 19.9% (SD 8.7%) higher net moments (p < 0.001) and 17.0% (SD 13.2%) higher compression forces (p < 0.01) than stoop lifting. This effect was reduced to 12.8% (SD 10.7%) for moments and a non-significant 7.4% (SD 16.0%) for compression forces when lifting with the feet beside the box and it disappeared when lifting from 0.5 m height. Differences between squat and stoop lifts, as well as the interaction with lifting height, could to a large extent be explained by changes in the horizontal L5/S1 intervertebral joint position relative to the load, the upper body acceleration, and lumbar flexion. Rotating the knees outward during squat lifts resulted in moments and compression forces that were smaller than in squat lifting but larger than in stoop lifting. Shear forces were small ( < 300 N) at the L4/L5 joint and substantial (1100 - 1400 N) but unaffected by lifting technique at the L5/S1 joint. The present results show that the effects of lifting technique on low back loading depend on the task context.

Influence of knee angle and individual flexibility on the flexion-relaxation response of the low back musculature

In many occupational settings (e.g. agriculture and construction) workers are asked to maintain static flexed postures of the low back for extended periods of time. Recent research indicates that the resulting strain in the viscoelastic, ligamentous tissues may have a deleterious effect on the stability of the spine and the normal reflex response of spinal tissues. The purpose of this study was to evaluate the previously described flexion-relaxation response in terms of the interactive effect of trunk flexion angle (30 degrees, 50 degrees, 70 degrees, 90 degrees ), knee flexion angle (0 degrees (straight knees), 20 degrees, 40 degrees ) and individual flexibiliteky (low, medium, and high). These conditions were tested under two levels of loading: no load (just supporting the weight of the torso) and trunk extension moment equal to 50% of the subject's posture-specific maximum voluntary trunk extension capacity. Surface electromyographic (EMG) data were collected from the multifidus, the longissimus, the iliocostalis, the vastus medialis, the rectus femoris, the vastus lateralis, the biceps femoris, and the gastrocnemius-soleus group from a sample of eight male participants as they performed isometric weight holding tasks in the postures defined by the combinations of trunk angle and knee angle. The results of this study showed that knee angle did have a significant effect on the lumbar extensor muscle activity but only consistently at the 90 degrees trunk angle. Participant flexibility showed a consistent trend of decreasing lumbar extensor muscle activity with decreased flexibility across all trunk angle values. Most interesting was the interactive response of flexibility and knee angle, wherein the flexibility of the participant influenced the trunk angles at which the knee flexion angle affected the flexion-relaxation response. Highly flexible subjects showed an effect of knee angle on the flexion-relaxation response only at the 90 degrees trunk angle; subjects in the medium flexibility category showed a similar response in both the 70 degrees and 90 degrees trunk angles; subject in the low flexibility group showed no knee angle effect on the flexion-relaxation response. Overall the results confirm previous results with regard to the contribution of the passive tissues to the overall trunk extension moment but also show that the tension in the bi-articular biceps femoris, which was influenced by knee flexion angle and flexibility, affects the ratio of active extensor moment contributions of the lumbar extensor musculature to passive extensor moment contributions from the muscular and ligamentous tissues. The results of this study provide empirical data describing this complicated, interactive response.

Fatigue-related changes in the coordination of lifting and their effect on low back load

In this study, changes in movement coordination caused by fatigue that developed during repetitive lifting were examined. Five men performed 6 times a 5-min bout of lifting an 8-kg barbell at 15 lifts/min, using two lifting techniques; one minimized trunk rotation (squat lift), and the other minimized rotation in the knee joint (stoop lift). Kinematics and dynamics were studied by means of movement analysis and inverse dynamics, using a two-dimensional linked segment model. Within-subject variation over repetitive lifts of the time course of joint angles was smaller than between-subjects variation on the first analyzed lift. Relative timing between joint rotations did not change significantly across repetitive lifts, except between knee and hip in the squat lift. No change of the lumbosacral torque over repetitive lifts was found. The adaptability of the neural control appeared to be sufficient to accommodate the strong changes of the input-output characteristics of the muscles caused by fatigue so that an essentially constant performance of the movement act was maintained.

The efficacy of training for three manual handling strategies based on the observation of expert and novice workers

OBJECTIVES

To evaluate the efficacy of training for three manual handling strategies, i.e. load tilting/hands positioning, shoulders positioning and feet orientation based on the observation of the contrasted strategies of expert and novice workers and free practice using a search approach.

DESIGN

Ten novice male workers were tested at pre-training (one trial) and post-training with homogeneous boxes (three trials) and heterogeneous boxes (two trials) sampled from two sessions. Training took place with homogeneous boxes whereas heterogeneous boxes were new situations.

BACKGROUND

The effectiveness of training programs in safe handling and the repetition of specified techniques are contested; they should rather be based on expert workers' strategies.

METHODS

Pre-training and post-training trials were analyzed with five video cameras and a large force plate. The biomechanical variables included three safety criteria: net 3D resulting moments at L5/S1, asymmetry of posture/efforts at L5/S1 and mechanical work on load; kinematics and ergonomic variables were used as explicative variables.

RESULTS

Training produced safer strategies by reducing mechanical work and back extensor moments; this occurred in both load conditions, an indication of the transfer of knowledge. These strategies consisted of changes in load maneuvers (tilting/hand positioning) and feet orientation.

CONCLUSIONS

Training programs should be based on observations of workers.

RELEVANCE

These results may guide the specialists involved in training programs. Training based on a search approach by the learner and anchored on observations of contrasted strategies (load tilts/hands positioning and feet orientation) by experts and novices appears promising for safe handling.

Reposition sense of lumbar curvature with flexed and asymmetric lifting postures

STUDY DESIGN

Reposition sense of lumbar curvature was assessed as a function of trunk flexion, trunk asymmetry, and target lumbar curvature using a repeated-measures design and an active-active proprioception paradigm.

OBJECTIVE

The objectives of the research were to measure the ability of the subjects to sense and control the lumbar curvature in different lifting postures and to see if error in the lumbar curvature would increase in high-risk postures.

SUMMARY OF BACKGROUND DATA

The risk of low back disorders (LBDs) is related to trunk posture, with greater risk reported in flexed and asymmetric trunk positions. Spinal posture, including trunk position and lumbar lordosis, influences spinal stability. Hence, the ability to accurately sense and control spinal curvature may be an important factor in the control of LBD risk.

METHODS

Eleven subjects were trained to assume specified lumbar curvatures using visual feedback. The ability of the subjects to reproduce this curvature without feedback was then assessed. This procedure was repeated for different trunk postures, including flexion and asymmetry, and with different target lumbar curvatures.

RESULTS

These measurements demonstrated reposition error was increased in flexed trunk positions but was unchanged with trunk asymmetry. This increase in reposition error with flexion was diminished when the target posture and lumbar curvature were highly flexed and kyphotic.

CONCLUSIONS

This research suggests that it may be difficult to control spinal curvature in flexed positions, leading to an increased risk of injury. For jobs in which flexed working postures are unavoidable, therefore, it is important to minimize potentially unstable events such as slipping or shifting loads to avoid injury.

Biomechanical comparison of isokinetic lifting and free lifting when applied to chronic low back pain rehabilitation

The study compares free and isokinetic lifting using a multivariate statistical analysis. Each of the 13 male subjects performed three free lifts and three isokinetic lifts using a CYBEX LIFTASK. The measurement variables were obtained from a 3D video system, two force plates and two strain-gauge transducers. Coupling of fuzzy space-time windowing and multiple correspondence analysis was used to show the links between the variables and the differences between the experimental situations. Isokinetic lifting had almost no points in common with free-lifting, but there was a similar range of extension for the different joints. Most free-lifting strategies could not be used in isokinetic lifting, as constraints between the subject and his environment were different. The main drawback of the isokinetic lifting was due to the necessity for individuals to reach the machine speed, yielding high transient efforts. The maximum vertical effort at the L5/S1 joint was about 1600, 1500 and 1400N for low, medium and high speed, whereas it was lower than 1300N, irrespective of the load, during free lifting. In the context of chronic low back pain rehabilitation, movement strategies used in free lifting could not be relearnt using an isokinetic machine. A better understanding of the common points and differences between isokinetic movement and free movement could help rehabilitation physicians to plan rehabilitation programmes, taking advantage of each kind of movement.

A biomechanical comparison of lifting techniques between subjects with and without chronic low back pain during freestyle lifting and lowering tasks

OBJECTIVE

To evaluate if chronic low back pain patients perform manual material handling tasks differently from control subjects.

DESIGN

Comparative study using a repeated measures design.

BACKGROUND

No study evaluated the lifting technique of back pain patients relative to control subjects during free style lifting and lowering tasks. Previous findings suggest that lowering would be more hazardous than lifting to the low back. It would be interesting to evaluate if chronic low back pain patients behave differently than controls when lifting and lowering.

METHODS

Thirty-three male subjects (18 controls, 15 suffering from non-specific chronic low back pain) participated. A 12-kg box was lifted (freestyle) from the floor to the hips (1) in front (symmetric task) or (2) to a shelf located at 90 degree on the right (asymmetric task) and was lowered back to the floor. A 3D biomechanical analysis involving the assessment of L5/S1 loading, posture of segments, inertial parameters, and EMG was performed.

RESULTS

There was no difference between the groups for postural (trunk and lower limb angles), inertial (trunk velocity and acceleration), and L5/S1 loading (moments and compression) variables. The patients showed abnormally low left lumbar erector spinae (symmetric task, lowering) or high left thoracic erector spinae (all tasks) EMG activation. Significant Group x Action (lifting vs. lowering) interactions were also observed for some inertial and L5/S1 loading variables suggesting that the biomechanical differences detected between lifting and lowering may have a differential influence on the technique used by back pain patients and control subjects.

CONCLUSIONS

The gross lifting technique of back pain patients was unaltered relative to controls but the activation of paraspinal muscles differed, suggesting that a more detailed biomechanical analysis, such as the use of EMG driven models, might be required to reveal lumbar impairments during lifting.

RELEVANCE

To evaluate if chronic low back pain patients use naturally different lifting techniques to prevent pain exacerbation and damaged lumbar tissue overloading.

Spontaneous transitions in the coordination of a whole body task

This paper describes an example of spontaneous transitions between qualitatively different coordination patterns during a cyclic lifting and lowering task. Eleven participants performed 12 trials of repetitive lifting and lowering in a ramp protocol in which the height of the lower shelf was raised or lowered 1 cm per cycle between 10 and 50 cm. Two distinct patterns of coordination were evident: a squat technique in which moderate range of hip, knee and ankle movement was utilised and ankle plantar-flexion occurred simultaneously with knee and hip extension; and a stoop technique in which the range of knee movement was reduced and knee and hip extension was accompanied by simultaneous ankle dorsi-flexion. Abrupt transitions from stoop to squat techniques were observed during descending trials, and from squat to stoop during ascending trials. Indications of hysteresis was observed in that transitions were more frequently observed during descending trials, and the average shelf height at the transition was 5 cm higher during ascending trials. The transitions may be a consequence of a trade-off between the biomechanical advantages of each technique and the influence of the lift height on this trade-off.

Timing of activation of the erector spinae and hamstrings during a trunk flexion and extension task

STUDY DESIGN

Timing of activation of the hamstrings and erector spinae was assessed using surface electromyography.

OBJECTIVES

To investigate the influence of posture and movement speed during trunk flexion-extension on the flexion-relaxation response and trunk muscle activation patterns.

SUMMARY OF BACKGROUND DATA

The literature contains numerous reports on coactivity and synergistic behavior of major muscle groups during trunk flexion-extension. There are few reports on the timing of muscle activation.

METHODS

Six subjects were recruited for a training session and six biweekly test sessions. Ten surface electromyogram electrodes and a lordosimeter were used to record timing of lumbar motion and muscle recruitment in the hamstrings and at four sites in the thoracolumbar region. A 3 x 2 within-subject factorial design was used to test the effects of posture and speed on activation patterns.

RESULTS

Patterns of muscle activation were found to be dependent on posture and the direction of movement. The flexion-relaxation response was pervasive in the lumbar region but was less consistent at the T9 and hamstring sites. Significant differences in the delay between electromyogram activation and lumbar motion were found for the standing postures at initiation of extension, in which activation progressed in the caudad-to-cephalad direction.

CONCLUSIONS

The flexion-relaxation response is ubiquitous in the lumbar erector spinae and is present in the hamstrings and lower thoracic erector spinae, although not consistently in all subjects. In standing, timing of activation differed significantly by site in extension but not in flexion. Muscle activation patterns and flexion-relaxation were consistent over six biweekly test sessions.

Gender differences in lifting technique

The importance of different motion patterns in the assessment of work technique is rarely addressed in the literature and even less information can be found regarding gender differences. In this study the possible gender differences in lifting technique from lifting experiments on 12 female and 10 male participants were examined. The participants performed squat and stoop lifts of a box. Movements were measured by means of opto-electronic measurement systems. Kinematic data derived from the measurements revealed some differences between the men and the women, e.g. in trunk motion and knee angle ranges. The hip-knee interjoint coordination was more synchronized for women than for men in terms of the relative phase angle. It is concluded that so far gender differences in motion patterns have not been sufficiently explored and that men and women need to be considered separately in the evaluation of work technique in manual handling tasks. Advantages and disadvantages of different coordination patterns need to be further investigated.

Method and performance: two elements of work technique

In the present study work technique was viewed in two basic elements: the method of carrying out a work task and the individual performance of the work task. The aim was to investigate how eight selected kinematic, kinetic, electromyographic and psychophysical variables can characterize the two elements of work technique. Twelve female subjects lifted a box using two methods, back and leg lifts, and two different simulated performances, fast and slow lifts. Motions, ground reaction forces, muscle activity in the lower back and perceived exertion were measured. A dynamic biomechanical model was applied. The trunk angular displacement and velocity clearly separated the lift methods. The trunk angular velocities and accelerations, the L5/S1 moments and the EMG variables were closely related to the performances. The work technique varied between the subjects to a greater extent than the individual variability over repetitions of a lift task. A larger inter-individual variability for kinematic variables was mostly shown in leg lifts compared with back lifts. The EMG patterns displayed differences in muscle activation that were not revealed by the kinematic or kinetic patterns. The results imply that separate variables should be used for descriptions of work methods and task performances; for method descriptions ranges of motion seem to be appropriate, for performance descriptions displacement time derivatives and load variables seem to be more useful. Moreover, the inter-individual differences suggest that work technique should be evaluated on an individual level.

Video based lifting technique coding system

Despite automation and improved working conditions, many materials in industry are still handled manually. Among the basic activities involved in manual materials handling, lifting is the one most frequently associated with low-back pain (LBP). Biomechanical analysis techniques have been used to better understand the risk factors associated with manual handling, but because these techniques require specialized equipment, highly trained personnel, and interfere with normal business operations, they are limited in their usefulness. A video based lifting technique analysis system (the VidLiTeCTM System) is presented that provides for quantifiable non-invasive biomechanical analysis of the dynamic features of lifting with high inter-coder reliability and low sensitivity to absolute errors. Analysis of results from a laboratory experiment and from field-collected videotape are described that support the reliability, sensitivity, and accuracy claims of the VidLiTeCTM System. The VidLiTeCTM System allows technicians with minimal training and low-tech equipment (a camcorder) to collect large sets of lifting data without interfering with normal business operations. A reasonably accurate estimate of the peak compressive force on the L5/S1 joint can be made from the data collected. Such a system can be used to collect quantified data on lifting techniques that can be related to LBP reporting.

Toward a quantitative definition of manual lifting postures

Manual lifting techniques are commonly defined in terms of the postures adopted at the start of the lift. Quantitative definition is problematic, however, because the absolute joint angles adopted to lift an object are influenced by task parameters, such as the initial height of the load. We present an argument for the use of a postural index (the ratio of knee flexion from normal standing to the sum of ankle, hip, and lumbar vertebral flexion) to define the postures adopted at the start of lifting. Stooped postures adopted at the start of a lift correspond to postural indices close to 0, whereas full squat postures correspond to postural indices close to 1. We use angular kinematic data gathered from 71 individuals lifting loads of varying mass from a range of starting heights to illustrate the utility of this index. Although average absolute joint angles were influenced by load mass and initial load height, the average postural index remained unchanged. For example, changes in starting height from 9 cm to 63 cm accounted for between 19% and 67% of the variance in joint positions at the start of the lift but only 1% of the variance in average postural index. This suggests that the postural index provides a method of defining lifting posture that is independent of specific joint positions.

Knee movement strategies differentiate expert from novice workers in asymmetrical manual materials handling

One way to generate hypotheses on appropriate handling principles is to compare the strategies of highly skilled workers (experts) with those of novice workers (novices). This study was conducted to determine whether experts differ from novices in their handling strategies and to determine the effects of these differences in joint motions and net reaction moments at the trunk (L5/S1) and knees. Six experts and five novices were compared transferring two loads (12 and 22 kg) from four different initial low positions to a standardized low position on a trolley. The external forces were obtained from two AMTI force platforms, and two 16 mm Locam cameras coupled with two mirrors were used to obtain the three-dimensional kinematic data. An inverse dynamic analysis was performed on each segment and the net reaction moments were evaluated at L5/S1 and the knees; trunk posture, knee flexion angles and feet spacings were also calculated. Results showed that both groups minimized trunk asymmetries of posture and efforts; however, the experts were characterized by reduced knee flexion (31 degrees vs 53 degrees) and total knee excursion (20 degrees vs 38 degrees), increased flexion moments (72 vs 58 Nm) but reduced extension moments (4 vs 26 Nm) and valgus moments (30 vs 54 Nm). The experts' strategies appear safer overall because they reduce trunk asymmetry, asymmetrical efforts on the knee and stress on the femoropatellar joint. Moreover, these strategies present a potential for reduced mechanical energy expenditure due to lower knee excursions and increased knee stability due to reduced knee flexion.