Introduction to Ergonomics and Human Factors
Sections: 1. Overview of Ergonomics 2. Human-Machine Systems 3. Topic Areas in Ergonomics
Why Human Factors?
 Ergonomics Injuries in the US 1998 OSHA:
http://www.youtube.com/watch?v=RCvXlZL0r04
 Mayo Clinic applying Human Factors principles developed for Aeronautics:
http://www.youtube.com/watch?v=xR78dXTYy9c&NR=1
Human Factors
The goal of Human Factors is making the human interaction with systems one that:  Enhances performance  Increases safety  Increases user satisfaction Human factors involve the study of factors and development of tools that facilitate the achievement of these goals.
Human Factors
 Human Factors is the systematic application of relevant information about human capabilities, limitations, characteristics, behavior, and motivation to the design of things and procedures people use and the environments in which they use them. (Sanders & McCormick, 1993)
Human Factors
 Human Factors also involves the evaluation of the things we design to ensure that they satisfy their intended objectives. (Sanders & McCormick, 1993)
Human Factors
 According to Alphonse Chapanis, Human Factors discovers and applies information about human behavior, abilities, limitations, and other characteristics to the design of tools, machines, systems, tasks, jobs, and environments for productive, safe, comfortable, and effective human use. (Sanders & McCormick, 1993)
Human Factors
 Human Factors focuses on human beings and their interaction with products, equipment, facilities, procedures, and environments used in work and in everyday living. The emphasis is on human beings and how the design of things influence people. (Sanders & McCormick, 1993)
Human Factors
 Human Factors seeks to change the things people use and the environments in which they use these things to better match the capabilities, limitations, and needs of people. (Sanders & McCormick, 1993)
Physical and Cognitive Demands
Most work activities require a combination of physical and cognitive exertions
From: Work Systems and the Methods, Measurement, and Management of Work by Mikell Groover.
Ergonomics
An applied scientific discipline concerned with how humans interact with the tools and equipment they use while performing tasks and other activities  Derived from the Greek words ergon, meaning work, and nomos, meaning laws  The word ergonomics was coined by British scientist K. F. H. Murrell and entered the English language in 1949
Human Factors
 Human factors is synonymous with ergonomics  Ergonomics emphasizes work physiology and anthropometry  Europe  industrial work systems  Human factors emphasizes experimental psychology and systems engineering  U.S.  military work systems
Associations
 Human Factors and Ergonomics Society https://www.hfes.org  Institute of Ergonomics & Human Factors http://www.ergonomics.org.uk
Objectives in Human Factors / Ergonomics
 Greater ease of interaction between user and machine  Avoid errors and mistakes  Greater comfort and satisfaction in use of the equipment  Reduce stress and fatigue  Greater efficiency and productivity  Safer operation  Avoid accidents and injuries
Methods Engineering vs. Ergonomics
Emphasis in Methods Engineering Efficiency Cost reduction Labor reduction Workplace layout Facility layout Elimination of waste One best way Emphasis in Ergonomics and Human Factors Safety Comfort Interaction between human and equipment Workplace environment Fitting the work to the individual Reduction of human errors Accident avoidance
Ergonomics Application Areas
 Work system design  Objectives: safety, accident avoidance, improved functional performance  Also includes environment such as lighting  Product design  Objectives: safety, comfort, user-friendly, mistake proof, avoidance of liability lawsuits
Ergonomists  What They Do
 Research on human capabilities and limitations  Discover the characteristics of human performance, e.g., how much can an average worker lift?  Design and engineering applications  Use the research findings to design better tools and work methods
Fitting the Person to the Job
 Considers workers physical and mental aptitudes in employment decisions  For example, using worker size and strength as criteria for physical work  Common philosophy prior to ergonomics  FPJ is still important  For example, educational requirements for technical positions
Fitting the Job to the Person
 Opposite of FPJ  Philosophy: design the job so that any member of the work force can perform it  Why the FJP philosophy has evolved:  Changes in worker skill requirements  Demographic changes (e.g. more women in the workforce)  Social and political changes (e.g., equal opportunity laws)
Changes: 1930 and 2000
1930 Total U.S. Population Life expectancy Median age Number of people age 65 and over Proportion of women in the labor force a Source: U.S. Census Bureau 123 million 60 years 27 years 7 million 24%
2000 281 million 77 years 35 years 35 million 61%
From: Work Systems and the Methods, Measurement, and Management of Work by Mikell Groover.
Human-Machine Interactions
From: Work Systems and the Methods, Measurement, and Management of Work by Mikell Groover.
Human-Machine Systems
  Basic model in ergonomics Defined as a combination of humans and equipment interacting to achieve some desired result Types of human-machine systems: 1. Manual systems 2. Mechanical systems 3. Automated systems
System Components
 The human  The equipment  The environment
Human Components
 Human senses - to sense the operation  Vision, hearing, touch, taste, and smell  Human brain - for information processing  Thinking, planning, calculating, making decisions, solving problems  Human effectors - to take action  Fingers, hands, feet, and voice
Machine Components
 The process  function or operation performed by human-machine system  Displays - to observe the process  Direct observation for simple processes  Artificial displays for complex processes  Controls - to actuate and regulate the process  Steering wheel, computer keyboard
Environmental Components
 Physical environment  Location and surrounding lighting, noise, temperature, and humidity  Social environment  Co-workers and colleagues at work  Immediate supervisors  Organizational culture  Pace of work
Human-Machine System
From: Human Factors in Engineering and Design by Sanders and McCormick.
Human-Machine Systems
From: Human Factors in Engineering and Design by Sanders and McCormick.
Topic Areas in Ergonomics
    Physical ergonomics Cognitive ergonomics The physical work environment Occupational safety and health
Physical Ergonomics
 How the human body functions during physical exertion  Physiology  vital processes carried out by living organisms and how their constituent tissues and cells function  How physical dimensions of the body affect capabilities of worker  Anthropometry  physical dimensions of the human body
Cognitive Ergonomics
 Concerned with the capabilities of the human brain and sensory system while performing information processing activities  Human cognitive processes include:  Sensing and perception  Use of memory  Response selection and execution
Physical Work Environment
 Visual environment  Lighting levels and workplace design  Auditory environment  Intensity and duration of noise  Climate  Air temperature, humidity, air movement, and radiation
Occupational Safety and Health
 Occupational safety  concerned with the avoidance of industrial accidents  One-time events that cause injury or fatality  Occupational Health  concerned with avoiding diseases and disorders caused by exposure to hazardous materials or conditions  Develop after prolonged periods of exposure  May take years before symptoms reveal the onset of the malady
Human Factors Scope
From: An Introduction to Human Factors Engineering by Christopher Wickens, John Lee, Yili Liu, and Sallie Gordon Becker
Human Factors Scope
    Human Factors Engineering Ergonomics Human Engineering Engineering Psychology (Sanders & McCormick, 1993)
Human Factors Scope
 Ergonomics focuses on the aspect of human factors related to physical work, such as lifting, reaching, stress, and fatigue.
Human Factors Scope
Engineering Psychology vs. Human Factors  Human Factors focuses on system design accounting for the physical and psychological properties of the human component.  Engineering Psychology focuses on understanding the human mind as is relevant to the design of systems.
Human Factors Scope
 Cognitive Engineering focuses on the complex, cognitive thinking and knowledge-related aspects of system performance, whether carried out by human or machine agents, the latter dealing closely with element of artificial intelligence and cognitive science.
Ergonomics
 Ergonomics is the application of scientific principles, methods, and data drawn from a variety of disciplines to the development of engineering systems in which people play a significant role. (Kroemer, Kroemer, & Kroemer-Elbert, 2001)
Ergonomics
 Among the basic disciplines are psychology, cognitive science, physiology, biomechanics, applied physical anthropometry, and industrial systems engineering. The engineering systems to be developed range from the use of a simple tools by a consumer to a multiperson, sociotechnical system. (Kroemer, Kroemer, & Kroemer-Elbert, 2001)
Ergonomics
From: Ergonomics How to design for Ease and Efficiency by Kroemer, Kroemer, and Kroemer-Elbert.
Human Factors Cycle
From: An Introduction to Human Factors Engineering by Christopher Wickens, John Lee, Yili Liu, and Sallie Gordon Becker
Human Factors Cycle - Analysis
We need information regarding:  Physical body: size, shape, and strength.  Mind: information processing characteristics and limitations.  Physical and/or information systems.  Analysis tools:  Task analysis.  Statistical analysis.  Incident/accident analysis.
Human Factors Cycle - Design
 Equipment design changes the nature of the physical equipment with which humans work. Task design focuses on changing what operators do. This may involve assigning part or all tasks to other workers or to automated components. Environmental design implements changes in the physical environmental conditions, such as lighting, temperature, or noise.
Human Factors Cycle - Design
 Selection recognizes that systems performance can be optimized by selecting operators who posses the best profile of characteristics for the job. Training focuses on better preparing the worker for the conditions that he or she will encounter in the job environment by teaching and practicing the necessary physical or mental skills.
Human Factors
 Human Factors Basics
http://www.youtube.com/watch?v=4VIYlxTowq8
 Human Factors Spectacles
http://www.youtube.com/watch?v=DaSm5JlU9cU
Final Note on Human Factors:  UC Human Factors VPP Lab http://www.youtube.com/watch?v=WIoToBCSOfM
References
Freivalds, A. and Niebel, B. (2009) Niebels Methods, Standards, and Work Design. Twelfth Edition. McGraw-Hill Higher Education. Groover, M. (2007) Work Systems and the Methods, Measurement, and Management of Work. Pearson Prentice Hall. Kroemer, K., Kroemer, H. and Kroemer-Elbert, K. (2001) Ergonomics How to design for Ease and Efficiency. Second Edition. Prentice Hall. Sanders, M. and McCormick, E. (1993) Human Factors in Engineering and Design. Seventh Edition. McGraw-Hill. Wickens, C., Lee, J., Liu, Y. and Gordon Becker S. (2004) An Introduction to Human Factors Engineering. Second Edition. Pearson Prentice Hall.
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