Human factors and ergonomics (commonly referred to as human factors engineering or HFE) is the application of psychological and physiological principles to the engineering and design of products, processes, and systems. Primary goals of human factors engineering are to reduce human error, increase productivity and system availability, and enhance safety, health and comfort with a specific focus on the interaction between the human and equipment.[1]
The field is a combination of numerous disciplines, such as psychology, sociology, engineering, biomechanics, industrial design, physiology, anthropometry, interaction design, visual design, user experience, and user interface design. Human factors research employs methods and approaches from these and other knowledge disciplines to study human behavior and generate data relevant to previously stated goals. In studying and sharing learning on the design of equipment, devices, and processes that fit the human body and its cognitive abilities, the two terms "human factors" and "ergonomics" are essentially synonymous as to their referent and meaning in current literature.[2][3][4]
Human factors engineering is relevant in the design of such things as safe furniture and easy-to-use interfaces to machines and equipment. Proper ergonomic design is necessary to prevent repetitive strain injuries and other musculoskeletal disorders, which can develop over time and can lead to long-term disability. Human factors and ergonomics are concerned with the "fit" between the user, equipment, and environment or "fitting a job to a person"[6] or "fitting the task to the man".[7] It accounts for the user's capabilities and limitations in seeking to ensure that tasks, functions, information, and the environment suit that user.
The term ergonomics (from the Greek ἔργον, meaning "work", and νόμος, meaning "natural law") first entered the modern lexicon when Polish scientist Wojciech Jastrzębowski used the word in his 1857 article Rys ergonomji czyli nauki o pracy, opartej na prawdach poczerpniętych z Nauki Przyrody (The Outline of Ergonomics; i.e. Science of Work, Based on the Truths Taken from the Natural Science).[8] The French scholar Jean-Gustave Courcelle-Seneuil, apparently without knowledge of Jastrzębowski's article, used the word with a slightly different meaning in 1858. The introduction of the term to the English lexicon is widely attributed to British psychologist Hywel Murrell, at the 1949 meeting at the UK's Admiralty, which led to the foundation of The Ergonomics Society. He used it to encompass the studies in which he had been engaged during and after World War II.[9]
The expression human factors is a predominantly North American[10] term which has been adopted to emphasize the application of the same methods to non-work-related situations. A "human factor" is a physical or cognitive property of an individual or social behavior specific to humans that may influence the functioning of technological systems. The terms "human factors" and "ergonomics" are essentially synonymous.[2]
According to the International Ergonomics Association, within the discipline of ergonomics there exist domains of specialization. These comprise three main fields of research: physical, cognitive, and organizational ergonomics.
Physical ergonomics is concerned with human anatomy, and some of the anthropometric, physiological, and biomechanical characteristics as they relate to physical activity.[5] Physical ergonomic principles have been widely used in the design of both consumer and industrial products for optimizing performance and to preventing / treating work-related disorders by reducing the mechanisms behind mechanically induced acute and chronic musculoskeletal injuries / disorders.[14] Risk factors such as localized mechanical pressures, force and posture in a sedentary office environment lead to injuries attributed to an occupational environment.[15] Physical ergonomics is important to those diagnosed with physiological ailments or disorders such as arthritis (both chronic and temporary) or carpal tunnel syndrome. Pressure that is insignificant or imperceptible to those unaffected by these disorders may be very painful, or render a device unusable, for those who are. Many ergonomically designed products are also used or recommended to treat or prevent such disorders, and to treat pressure-related chronic pain.[16]
One of the most prevalent types of work-related injuries is musculoskeletal disorder. Work-related musculoskeletal disorders (WRMDs) result in persistent pain, loss of functional capacity and work disability, but their initial diagnosis is difficult because they are mainly based on complaints of pain and other symptoms.[17] Every year, 1.8 million U.S. workers experience WRMDs and nearly 600,000 of the injuries are serious enough to cause workers to miss work.[18] Certain jobs or work conditions cause a higher rate of worker complaints of undue strain, localized fatigue, discomfort, or pain that does not go away after overnight rest. These types of jobs are often those involving activities such as repetitive and forceful exertions; frequent, heavy, or overhead lifts; awkward work positions; or use of vibrating equipment.[19] The Occupational Safety and Health Administration (OSHA) has found substantial evidence that ergonomics programs can cut workers' compensation costs, increase productivity and decrease employee turnover.[20] Mitigation solutions can include both short term and long-term solutions. Short and long-term solutions involve awareness training, positioning of the body, furniture and equipment and ergonomic exercises. Sit-stand stations and computer accessories that provide soft surfaces for resting the palm as well as split keyboards are recommended. Additionally, resources within the HR department can be allocated to provide assessments to employees to ensure the above criteria are met.[21] Therefore, it is important to gather data to identify jobs or work conditions that are most problematic, using sources such as injury and illness logs, medical records, and job analyses.[19]
Organizational ergonomics is concerned with the optimization of socio-technical systems, including their organizational structures, policies, and processes.[5] Relevant topics include human communication successes or failures in adaptation to other system elements,[28][29] crew resource management, work design, work systems, design of working times, teamwork, participatory ergonomics, community ergonomics, cooperative work, new work programs, virtual organizations, remote work, and quality management. Safety culture within an organization of engineers and technicians has been linked to engineering safety with cultural dimensions including power distance and ambiguity tolerance. Low power distance has been shown to be more conducive to a safety culture. Organizations with cultures of concealment or lack of empathy have been shown to have poor safety culture.
Some have stated that human ergonomics began with Australopithecus prometheus (also known as "little foot"), a primate who created handheld tools out of different types of stone, clearly distinguishing between tools based on their ability to perform designated tasks.[30] The foundations of the science of ergonomics appear to have been laid within the context of the culture of Ancient Greece. A good deal of evidence indicates that Greek civilization in the 5th century BC used ergonomic principles in the design of their tools, jobs, and workplaces. One outstanding example of this can be found in the description Hippocrates gave of how a surgeon's workplace should be designed and how the tools he uses should be arranged.[31] The archaeological record also shows that the early Egyptian dynasties made tools and household equipment that illustrated ergonomic principles.
Much of this research transcended into other equipment with the aim of making the controls and displays easier for the operators to use. The entry of the terms "human factors" and "ergonomics" into the modern lexicon date from this period. It was observed that fully functional aircraft flown by the best-trained pilots, still crashed. In 1943 Alphonse Chapanis, a lieutenant in the U.S. Army, showed that this so-called "pilot error" could be greatly reduced when more logical and differentiable controls replaced confusing designs in airplane cockpits. After the war, the Army Air Force published 19 volumes summarizing what had been established from research during the war.[33]
The Association of Canadian Ergonomists - l'Association canadienne d'ergonomie (ACE) was founded in 1968.[38] It was originally named the Human Factors Association of Canada (HFAC), with ACE (in French) added in 1984, and the consistent, bilingual title adopted in 1999. According to it 2017 mission statement, ACE unites and advances the knowledge and skills of ergonomics and human factors practitioners to optimise human and organisational well-being.[39]
The International Ergonomics Association (IEA) is a federation of ergonomics and human factors societies from around the world. The mission of the IEA is to elaborate and advance ergonomics science and practice, and to improve the quality of life by expanding its scope of application and contribution to society. As of September 2008, the International Ergonomics Association has 46 federated societies and 2 affiliated societies.
The Institute of Occupational Medicine (IOM) was founded by the coal industry in 1969. From the outset the IOM employed an ergonomics staff to apply ergonomics principles to the design of mining machinery and environments. To this day, the IOM continues ergonomics activities, especially in the fields of musculoskeletal disorders; heat stress and the ergonomics of personal protective equipment (PPE). Like many in occupational ergonomics, the demands and requirements of an ageing UK workforce are a growing concern and interest to IOM ergonomists.
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