Rolf H. Westgaard

Ergonomic intervention research for improved musculoskeletal health: A critical review

Abstract This literature review of ergonomic intervention studies aims to identify effective ergonomic interventions for improved musculoskeletal health in the workplace and to make recommendations for quality criteria in ergonomic intervention research. To avoid ambiguity in terminology a list of definitions of the ergonomic terms used in this paper is provided in an appendix. Models were developed for use in the classification of ergonomic intervention research and to illustrate the problems in interpreting ergonomic intervention data. The relevant literature was identified by a two-step process. First the relevant literature was identified by inclusion criteria, then, quality criteria were applied to identify studies of good quality for effective intervention. These appear to be firstly “organizational culture” and secondly modifier interventions, the former using multiple interventions with high stakeholder commitment to reduce identified risk factors, and the latter especially focusing workers at risk and using measures which actively involve the individual. A list of recommendations is provided.

Pattern of muscle activity during stereotyped work and its relation to muscle pain

SummaryStandardized and machine-paced work tasks at a packing machine were examined to evaluate interindividual variability of muscle activity patterns. Ten trained female workers, without musculo-skeletal complaints at the time of the recording, performed the work tasks while electromyographic (EMG) recordings were obtained from both upper trapezius muscles. Static muscle activity and periods of between 0.2 and 2 s duration with low muscle activity, EMG gaps, were analysed. Complaints of muscular fatigue, soreness or pain in the neck and shoulders during the last 12 months were recorded. The level of static muscle activity was 1.6 (range 0.4 to 2.5) per cent of maximal voluntary contraction and median number of EMG gaps was 4.8 (range 0.8 to 20) per minute. Workers with previous episodes of complaints (five subjects) had higher levels of static muscle activity and fewer EMG gaps than workers without such episodes (p < 0.05, Wilcoxon 2-sample test, one-tailed). Considerable interindividual variability of muscle activity patterns was found in spite of stereotyped work. No causal relations may be inferred from the correlation between the level of trapezius activity and complaints, though it indicates that individual, inexpedient muscle activity patterns may constitute an important risk factor for development of musculo-skeletal complaints.

The influence of electrode position on bipolar surface electromyogram recordings of the upper trapezius muscle

SummaryThe effect of electrode position on the upper trapezius muscle on the myo-electric signal amplitude was investigated with special reference to arm position and estimate of force output. Previously, a depression of the electromyogram (EMG) signal has been reported midway between the seventh cervical vertebrae (C7) and acromion (Veiersted 1991, Eur J Appl Physiol 62:91–98) although this electrode position has been recommended (Zipp 1982, Eur J Appl Physiol 50:41–54). Ten healthy subjects performed maximal shoulder elevations with the arm in vertical, abducted and flexed positions and they performed a dynamic movement test. The myo-electric signal was recorded along the length of the right upper trapezius muscle by a 16-channel bipolar array electrode and was integrated with a 0.2-s time resolution. A region just lateral to the midpoint between C7 and the lateral edge of acromion was found with high and stable amplitudes (% coefficient of variation equalled 5.6). At the midpoint a dip in the amplitude profile appeared which was slightly displaced by arm abduction or flexion probably due to sliding, of the skin relative to the muscle. A linear EMG-force relationship was found in the region with high signal amplitudes, whereas the more lateral and the dip region showed highly variable EMG-force relationships. Thus, it was found that when using bipolar surface electrodes with an interelectrode distance of 2 cm a centre position 2 cm lateral to the midpoint between C7 and acromion provided good repeatability and high signal yield.

Guidelines for occupational musculoskeletal load as a basis for intervention: a critical review.

Rationalization efforts in industry, both in the Scientific Management tradition and also based on recent rationalization theories, have as one of their main aims to increase the utilization of workers. Clearly, there is a limit to the amount of physical work each employee can perform without developing musculoskeletal disorders. Such limits are generally set by guidelines for acceptable work load. This paper reviews the physical work load concept, the historical development of guidelines, and current guidelines as found in ergonomics textbooks. The focus is on the change in the aim of the guidelines over time: increased productivity, reduced fatigue and finally improved musculoskeletal health. Current guidelines for physical work load mostly emphazise a reduction in the level of work load, while there are few guidelines that consider the repetitiveness and duration of work load. As the guidelines in general only consider one exposure variable, this is a particular problem in rationalization where all three exposure dimensions may be changed simultaneously. Present guidelines are mainly based on laboratory studies aiming to eliminate short-term physiological or psychological responses. These guidelines are clearly inadequate and may be misleading in view of recent research regarding the relationship between physical work load exposure and the development of musculoskeletal complaints at the work place.

Individual and work-related risk factors associated with symptoms of musculoskeletal complaints

SummaryIndividual and work-related risk factors in the development of occupational musculoskeletal complaints were investigated in a cross-sectional study of 52 female production workers and 34 female office workers. The work tasks of the production workers were considered to generate shoulder muscle loads of low amplitude and high repetitiveness, and the work tasks of the office workers, muscle loads of low amplitude and low repetitiveness. The symptom scores were similar in the two groups, with the highest score for both groups in the shoulder-neck region. Previous pain symptoms were an important risk factor for musculoskeletal pain in all body regions, whereas psychosocial problems at work were a risk factor for complaints in the shoulder-neck region. For the office workers, 27% of the variance in shoulder-neck symptoms was explained by the variance in the parameters “previous pain symptoms” and “psychosocial problems” in a multilinear regression model. In three groups of workers with different physical loads on the shoulder muscles the symptom scores for workers without previous pain symptoms and psychosocial problems were related to the physical load. For workers with previous pain symptoms and psychosocial problems, the symptom scores were high and similar for all three groups.

A case-control study of trapezius muscle activity in office and manual workers with shoulder and neck pain and symptom-free controls

A case-control study with matched pairs was initiated to investigate the relationship between shoulder-neck complaints and activity in the upper trapezius muscle. The matching was done so that the physical demands from work (external exposure) were equal for both the case and the control. Each pair was also matched for gender, age, working hours, and employment time. Male (n = 18) and female workers (n = 78) employed in both manual and office work were included. Muscle activation levels and pause patterns during work and muscle activity during tests of attention, coordination, and rest were recorded by surface electromyography. The results showed consistent associations between pain and signs of increased activation of the upper trapezius for the cases in the manual group. No such associations were observed in the office group. The results are consistent with the hypothesis that muscle activation patterns may in some instances, but not in all, explain why some workers develop pain while others do not in work situations where the physical demands are similar.

Mental stress of long duration : EMG activity, perceived tension, fatigue, and pain development in pain-free subjects

The study examined the relationship between pain development in the shoulder, neck, and facial regions and the EMG activity of underlying muscles, during prolonged exposure to a mental stressor. The subjective perception of tension and fatigue was recorded. Thirty‐six subjects were exposed to a two‐choice reaction‐time test for 1 hour. Electromyographic (EMG) recordings were performed bilaterally over the frontalis, temporalis, splenius, and trapezius muscles. Pain and perceived tension were scored on a visual analog scale, and fatigue on a Borg scale. Pain development was most pronounced in the shoulder and neck region. There was a weak tendency of those reporting pain in the shoulder region to generate higher EMG activity in the trapezius relative to those with no shoulder pain at the end of the test. No such relationship was observed for the other muscles. Perceived tension during the test was weakly related to pain and strongly related to fatigue at the end of the test, but not to EMG level. It is concluded that the mean level of the EMG response is of little consequence for pain development during stressful conditions. It is argued that other physiological responses such as prolonged activity in low‐threshold motor units, whereby the surface EMG response can serve as a marker, can be important for shoulder pain originating in the trapezius muscle.

Functional subdivision of the upper trapezius muscle during low-level activation.

Abstract The electromyographic (EMG) amplitude was recorded using bipolar surface electrodes placed at different positions above the upper trapezius muscle of 16 healthy subjects. One of the aims of this study was to investigate the variation in EMG activity between electrode positions. For this purpose three tasks were performed: a mental activation test, a dynamic movement test and 90° arm abduction. The EMG signals were full-wave rectified and averaged within windows that were 0.2 s in length. Normalized EMG activity showed significantly different EMG amplitudes at different electrode positions for two of the three tasks. The second aim of this study was to investigate whether the upper trapezius muscle may be functionally subdivided. For this purpose the normalized EMG amplitudes of each task were compared with the EMG amplitude recorded during submaximal shoulder elevation. While the EMG level was similar at one electrode position, significant differences were found at some of the other electrode positions, indicating a functional subdivision of the muscle. The present results indicate that for comparisons of upper trapezius EMG activity levels between some tasks or between subjects, it is worthwhile to make EMG recordings at several electrode positions.

Can stress-related shoulder and neck pain develop independently of muscle activity?

&NA; A case‐control designed was used to investigate associations and interactions between muscle activity measured by surface electromyography (EMG) in the upper trapezius muscle and subjectively reported risk factors in workers with and without shoulder and neck pain. EMG data were collected both in the workplace (indicating vocational muscle activity) and in a laboratory setting (indicating non‐specific muscle activity). Women in manual (15 pairs) and office (24 pairs) work were included. The pairs were matched on age, gender and on current and historical work load, such as working hours, type and length of employment. Previous reports of this study have indicated that shoulder and neck myalgia was associated with increased muscle activity for the manual workers, and with psychological and psychosocial factors for the office workers. These risk factors were in the present report used as the basis for studying associations and interactions between muscle activity (1), psychological and psychosocial factors (2), and shoulder and neck pain (3). Subjectively reported or perceived general tension, a stress symptom presumed related to psychosocial and psychological factors, was previously found to be the strongest and only variable separating cases and controls in both work groups. In this paper, no relationship was found between perceived general tension and EMG variables for the office workers. For the manual workers a strong interaction was found; perceived general tension correlated positively with EMG variables for the controls, and negatively with EMG variables for the cases. It is hypothesised that the feeling of geneal tension represents a physiological activation response that may or may not include muscle fibre activation. This implies that pain provoked by psychosocial stress factors may not be mediated through increased muscle activity.

Activity of single motor units in attention-demanding tasks: firing pattern in the human trapezius muscle

Activity of single motor units in relation to surface electromyography (EMG) was studied in 11 subjects in attention-demanding work tasks with minimal requirement of movement. In 53 verified firing periods, single motor units fired continuously from 30 s to 10 min (duration of the experiment work task) with a stable median firing rate in the range of 8–13 Hz. When the integrated surface EMG were stable, the motor units identified as a rule were continuously active with only small modulations of firing rate corresponding to low-amplitude fluctuations in surface EMG. Marked changes in the surface EMG, either sudden or gradual, were caused by recruitment or derecruitment of motor units, and not by modulations of the motor unit firing rate. Motor unit firing periods (duration 10 s-35 s) in low-level voluntary contractions (approximately 1%–5% EMGmax) performed by the same subjects showed median firing rates (7–12 Hz) similar to the observations in attention-related activation.