Svend Erik Mathiassen

Normalization of surface EMG amplitude from the upper trapezius muscle in ergonomic studies — A review

Surface electromyographic (EMG) amplitude from the upper trapezius muscle is widely used as a measure of shoulder-neck load in ergonomic studies. A variety of methods for normalizing EMG amplitude from the upper trapezius (EMGamp(ut)) have been presented in the literature. This impedes meta-analyses of, for instance, upper trapezius load in relation to development of shoulder-neck disorders. The review offers a thorough discussion of different normalization procedures for EMGamp(ut). The following main issues are focused: output variable, location of electrodes, posture and attempted movement during normalization, load and duration of reference contractions, signal processing and test-retest repeatability. It is concluded that translations of EMGamp(ut) into biomechanical variables, for example relative force development in the shoulder or in the upper trapezius itself, suffer from low validity, especially if used in work tasks involving large and/ or fast arm movements. The review proposes a standard terminology relating to normalization of EMGamp(ut) and concludes in a concrete suggestion for a normalization procedure generating bioelectrical variables which reflect upper trapezius activation.

ASSESSMENT OF PHYSICAL WORK LOAD IN EPIDEMIOLOGIC STUDIES : CONCEPTS, ISSUES AND OPERATIONAL CONSIDERATIONS

Ergonomic epidemiology is a rapidly increasing field of research providing data on the occurrence of musculoskeletal disorders and possible risk factors. The present paper states, on the basis of a literature overview, that physical work load (mechanical exposure) is poorly defined and measured in most studies on ergonomic epidemiology. On this background the paper: (1) suggests adjustments of mechanical exposure concepts and terminology; (2) concludes that invalid exposure assessment may, to a large extent, explain the lack of quantitative data on relationships between mechanical exposures and musculoskeletal disorders; and (3) suggests some guidelines for future quantitative assessments of mechanical exposure in large populations.

Variability in mechanical exposure within and between individuals performing a highly constrained industrial work task

Data on exposure variability is an important remedy for designing and interpreting studies of occupational ergonomics. The present study aimed at retrieving the within- and between-subjects variance of several mechanical exposure parameters in a repeated, short-cycle task. Seven experienced operators repeatedly secured joints using two types of hand-held nutrunners. The joints were placed in three different locations on a rack, simulating automotive assembly. Bilateral muscle activity from the upper trapezius and the lower arm extensors, as well as head and upper arm inclination was continuously monitored. Exposure levels and their variance components were assessed in several data subsets using ANOVA. The results were interpreted in terms of statistical precision and power, and discussed as markers of important ergonomic qualities. A substantial exposure variability was found within and between subjects in all joint locations and for both tools. For mixed work across tools and locations, the necessary number of subjects to arrive at a group mean exposure with 95% confidence limits corresponding to ± 10% of the mean ranged between 8 and 158, with posture recordings tending to require smaller populations than muscle activity recordings. Within-subject variance increased 2- to 37-fold, depending on exposure parameter, when work was ‘enlarged’ from securings with a specified location and tool to a mix of all locations and tools. Systematic differences between subjects in variability and responsiveness to ‘work enlargement’ indicated individualized motor control strategies. The results illustrate the importance of exposure variability data to the design of proper measurement strategies. They also suggest that the sizes of exposure variability per se can be interpreted as operational indices of what is thought to be important ergonomic risk indicators, such as the ‘sameness’ of repeated operations and the allowance for flexible working techniques.

Statistical power and measurement allocation in ergonomic intervention studies assessing upper trapezius EMG amplitude. A case study of assembly work.

The present study aimed at exploring the statistical power of ergonomic intervention studies using electromyography (EMG) from the upper trapezius muscle. Data from a previous study of cyclic assembly work were reanalyzed with respect to exposure variability between subjects, between days, and within days. On basis of this information, the precision and power of different data collection strategies were explored. A sampling strategy comprising four registrations of about two min each (i.e. two work cycles) for one day per subject resulted in coefficients of variation between subjects on the 10-, 50-, and 90-APDF-percentiles of 0.44, 0.31, and 0.29, respectively. The corresponding necessary numbers of subjects in a study aiming at detecting a 20% exposure difference between two independent groups of equal size were 154, 78, and 68, respectively (p< or = 0.05, power 0.80). Multiple measurement days per subject would improve power, but only to a marginal extent beyond 4 days of recording. Increasing the number of recordings per day would have minor effects. Bootstrap resampling of the data set revealed that estimates of variability and power were associated with considerable uncertainty. The present results in combination with an overview of other occupational studies showed that common-size investigations using trapezius EMG percentiles are at great risk of suffering from insufficient statistical power, even if the expected intervention effect is substantial. The paper suggests a procedure of how to retrieve and use exposure variability information as an aid when studies are planned, and how to allocate measurements efficiently.

Increased physical work loads in modern work – a necessity for better health and performance?

Shifting workforce proportions to sedentary occupations and technology developments in traditionally physically demanding occupations have resulted in low physical workloads for many workers. Insufficient physical stress is known to have detrimental short- and long-term effects on health and physical capacity. It is argued herein that many modern workers are at risk of insufficient physical workload. Further, it is argued that the traditional physical ergonomics paradigm of reducing risk by reducing physical loads (‘less is better’) is not appropriate for many modern occupations. It is proposed that a new paradigm is required, where ‘more can be better’. The potential for work to be seen as an arena for improving physical health and capability is discussed and the types of changes to work that may be required are outlined. The paper also discusses challenges and responsibilities presented by this new paradigm for ergonomists, employers, health and safety authorities and the community. The majority of workers in affluent communities now face the significant threat to health of insufficient physical workload. Ergonomics can design work to a prescription that can not only reduce injury risk but enhance health and capacity. However, this will require a change in paradigm.

Electromyographic activity in the shoulder-neck region according to arm position and glenohumeral torque

SummaryThe electromyographical (EMG) response to isometric ramp contractions of the right arm, the left arm, and both arms was studied using four pairs of surface electrodes above the right upper trapezius muscle (UT) of six men and six women. Contractions were made against gravity with the active arm(s) in eight positions, ranging from flexion to abduction. To describe arm positions, a new, simple terminology was developed. Root mean square (rms)-converted EMG-signals were normalized (EMGnorm) with respect to a reference contraction. The EMGnorm corresponding to a 15 N · m torque in the right glenohumeral (GH) joint was strongly related to the position of the right arm (P<0.001). The shape of this relationship depended on the electrode position (P<0.001). The ratio between EMGnorm at 30 N · m and 15 N · m GH torques was related to arm position (P < 0.001) and differed between electrodes (P< 0.001). A left-side GH torque resulted in right-side (contralateral) EMG activity, typically corresponding to 20%–30% of that obtained during similar right-side GH torque. Bilateral GH torque implied 0%50% increase in EMG activity as compared to that obtained with the right arm alone. The results have shown that signals from one pair of surface electrodes above UT cannot be taken as representative of the EMG activity from electrodes located elsewhere above UT. The EMG recordings reflected a complex pattern of muscular activation, significantly related to both outwardly visible factors (arm position, GH torque), and within-body servosystems (motor control reflexes).

Physiological comparison of three interventions in light assembly work: reduced work pace, increased break allowance and shortened working days

An industrial assembly task known to imply a high risk for shoulder-neck disorders was simulated in the laboratory. Eight females (aged 22–32 years) were trained to manage industrial work pace (120 according to the methods-time measurement system, MTM). They carried out seven work protocols at different days with different combinations of work pace (120 or 100 MTM), break allowance (20 min of active or passive breaks added every 2 h), and duration of the working day (2, 4 or 6 h). During 6 h of work at 120 MTM the electromyographic (EMG) amplitude from the upper trapezius muscle increased by about 11%, the EMG zero crossing rate decreased by about 2.5%, and perceived fatigue increased by about 4 CR10 scale units. When work pace was reduced to 100 MTM, the upper trapezius EMG amplitude decreased by 20% and became less variable. Heart rate decreased by about 10 bpm, perceived fatigue decreased by about 1 CR10 scale units, and shoulder tenderness was reduced by about 5%. However, the work task could still not be performed in a physiological steady state. Added breaks, whether active or passive, had no apparent effects on upper trapezius load during work or on physiological responses. Recovery of EMG, maximal strength, heart rate and blood pressure sensitivity, and tenderness was complete 4 h after work, independent of the preceding work conditions. These findings suggest that a limitation of the daily duration of assembly work may be more effective in limiting acute fatigue than reduced work pace or increased break allowance.

A case study evaluating the ergonomic and productivity impacts of partial automation strategies in the electronics industry

A case study is presented that evaluates the impact of partial automation strategies on productivity and ergonomics. A company partly automated its assembly and transportation functions while moving from a parallel-batch to a serial line-based production system. Data obtained from company records and key informants were combined with detailed video analysis, biomechanical modelling data and field observations of the system. The new line system was observed to have 51% higher production volumes with 21% less per product labour input and lower work-in-process levels than the old batch-cart system. Partial automation of assembly operations was seen to reduce the total repetitive assembly work at the system level by 34%. Automation of transportation reduced transport labour by 63%. The strategic decision to implement line-transportation was found to increase movement repetitiveness for operators at manual assembly stations, even though workstations were constructed with consideration to ergonomics. Average shoulder elevation at these stations increased 30% and average shoulder moment increased 14%. It is concluded that strategic decisions made by designers and managers early in the production system design phase have considerable impact on ergonomic conditions in the resulting system. Automation of transport and assembly both lead to increased productivity, but only elements related to the automatic line system also increased mechanical loads on operators and hence increased the risk for work-related disorders. Suggestions for integrating the consideration of ergonomics into production system design are made.

Job enlargement and mechanical exposure variability in cyclic assembly work

Cyclic assembly work is known to imply a high risk for musculoskeletal disorders. To have operators rotate between work tasks is believed to be one way of decreasing this risk, since it is expected to increase variation in mechanical and psychological exposures (physical and mental loads). This assumption was investigated by assessing mechanical exposure variability in three assembly tasks in an electronics assembly plant, each on a separate workstation, as well as in a ‘job enlargement’ scenario combining all three stations. Five experienced operators worked for 1 h on each station. Data on upper trapezius and forearm extensor muscle activity were obtained by means of electromyography (EMG), and working postures of the head and upper arms were assessed by inclinometry. The cycle-to-cycle variance of parameters representing the three exposure dimensions: level, frequency and duration was estimated using ANOVA algorithms for each workstation separately as well as for a balanced combination of all three. For a particular station, the variability of trapezius EMG activity levels relative to the mean was higher than for extensor EMG: between-cycles coefficients of variation (CV) about 0.15 and 0.10, respectively. A similar relationship between CV applied to the parameter describing frequency of EMG activity. Except for head inclination levels, the between-cycles CV was larger for posture parameters than for EMG. The between-cycles variance increased up to six fold in the job enlargement scenario, as compared to working at only one station. The difference in mean exposure between workstations was larger for trapezius EMG parameters than for forearm extensor EMG and postures, and hence the effect of job enlargement on exposure variability was more pronounced for the trapezius. For some stations, job enlargement even implied less cycle-to-cycle variability in forearm extensor EMG parameters than working at that station only. Whether the changes in exposure variability associated with job enlargement were sufficient to imply a decreased risk for musculoskeletal disorders is not known.

The size of cycle-to-cycle variability in biomechanical exposure among butchers performing a standardised cutting task.

The effects of employment duration and pain development on motor variability were investigated during repetitive work. Electromyographic (EMG) and kinematics data from two previous studies were re-analysed. Newly employed butchers were followed prospectively in relation to employment duration and pain development. Healthy butchers with long-term experience were compared with novices. The variability of the cycle time, EMG ratio and arm and trunk movement was expressed as cycle-to-cycle standard deviations. During the first 6 months of employment, cycle time variability decreased, while posture and movement variability increased (p < 0.05). In presence of pain, the variability of the initial arm position decreased while it increased for the trunk (p < 0.05). Experienced butchers showed a larger variability than novices for work cycle and several kinematic variables, but a smaller EMG ratio variability (p < 0.05). These findings indicate that the variability of motor patterns in repetitive work changes with experience and pain. A change towards a more variable motor strategy may protect workers from work-related musculoskeletal disorders.