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International Journal of Industrial Ergonomics 38 (2008) 900–909


www.elsevier.com/locate/ergon

Proposal of parameters to implement a workstation rotation system


to protect against MSDs
Michel Aptel, Franc- ois Cail, Anne Gerling, Olivier Louis
Biomechanics and Ergonomics Laboratory, Working Life Department, Institut National de Recherche et de Sécurité,
Avenue de Bourgogne, 54500 Vandoeuvre, France
Received 24 April 2006; received in revised form 12 December 2007; accepted 4 February 2008
Available online 1 April 2008

Abstract

The aim of this study was to propose parameters to be taken into account for implementing a workstation rotation system, which
reduces the risk of musculoskeletal disorders (MSDs). The case study has shown that the benefit provided by workstation rotation has a
positive impact on psychosocial factors, which partly explains why most operators are either not at all or only slightly stressed.
Workstation rotation is found to be relatively ineffective in relation to MSD prevention, notably on account of the lack of variability and
the intensity of the biomechanical demands. The assessment of a workstation rotation system intended to prevent MSDs must encompass
all the dimensions of the work. To achieve this, it is necessary to describe the rotation system in detail, ascertain the characteristics of the
population concerned, assess its experience of the work, and measure the degree of biomechanical demand of the workstations. A logic
diagram is proposed which can assist in arriving at a better identification of the conditions of success of a workstation rotation system. It
is based on four complementary dimensions: ergonomic study of the context, integration of scientific knowledge, mastery of the
implementation of the rotation system and evaluation and follow-up of the results.
Relevance to industry

This study provides information for those responsible for implementing a workstation rotation system in their enterprise. Parameters
and a logic diagram are proposed to assist them in their task.
r 2008 Elsevier B.V. All rights reserved.

Keywords: Workstation rotation; Parameters; MSDs; Risk factors; Multiskilling

1. Introduction (Rérat, 1985; MacLeod and Kennedy, 1993). From the


operator’s standpoint, workstation rotation implies regular
In meeting flexibility objectives, companies today seek station changeover according to a cyclical order and a pre-
greater leeway than before in terms of labour deployment established work rate (Falardeau and Vézina, 2002). The
and task distribution (St-Jacques et al., 2003). Multiskilling definition of workstation rotation embraces a number of
and workstation rotation enable them to achieve this. The characteristics, such as the number of workstations
former requires extending ranges of operator skills and is included, rotation frequency and order.
reflected, particularly in organisational terms, by work- At present, application of this organisational device is
station rotation. As a human resource tool, multiskilling is becoming increasingly popular in companies as a response
used to ensure possible replacements (for sickness or to the growth in musculoskeletal disorders (MSDs)
holidays) and to cope with increased workload, which (Axelsson and Ponten, 1990; Henderson, 1992; Hinnen
depends on the company’s orders and its sector of activity et al., 1992; Ellis, 1999; Kuijer et al., 1999), which together
constitute the largest recognised occupational disease.
Corresponding authors. Tel.: +33 383502194; fax: +33 383508706. According to these authors, changing workstation in fact
E-mail addresses: michel.aptel@inrs.fr (M. Aptel), diversifies the operator’s physical and psychological de-
francois.cail@inrs.fr (F. Cail). mands. It therefore has an impact on both biomechanical

0169-8141/$ - see front matter r 2008 Elsevier B.V. All rights reserved.
doi:10.1016/j.ergon.2008.02.006
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M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909 901

and psychosocial risk factors influencing MSD appearance. it can also have a positive impact on work satisfaction by
In the case of precision tasks, it has been shown that breaking the monotony of repeating the same work
workstation rotation is necessary to allow physiological movements (Vézina, 2003). However, this twofold positive
recovery associated with visual and muscular fatigue impact remains subject to compliance with a number of
(Mikami et al., 1987). Moreover, some authors (Rissen principles involving adherence to rules whose outlines
et al., 2002) agree that workstation rotation has a positive require further detailing.
impact on the operator’s subjective perception of work. In The aim of this study is to suggest an approach for
this respect, a comparative study of multiskilled employees defining a workstation rotation system, which reduces
has revealed that multiskilled operators experience a feeling MSD risk factors, and to list parameters enabling an
of work satisfaction linked to skills development, lack of efficient system to be set up. To achieve this, an ergonomic
monotony, more widespread work relationships and a study was conducted on two household electrical appliance
feeling of greater responsibility (Thomas et al., 1994). The assembly lines subject to workstation rotation.
operator feeling of fatigue decreases, when light and heavy
workstations are alternated, because this change allows 2. Methodology
him/her to recovery physically (Kuijer et al., 1999).
Workstation rotation, to have a positive effect on The two production lines (A and B) are dedicated to
reducing MSD risk factors, requires a real willingness assembling a range of ovens. Workstation type and
and participation on the part of operators in both distribution as well as psychosocial context are similar on
developing new skills and setting up the rotation system both lines. Two workstation rotation systems can be
(Baggerman, 1993; Ellis, 1999; Vézina et al., 2003). observed on each line: a so-called large system embracing
Introducing this organisational device to unwilling opera- the assembly stations and a second one called the shell
tors could trigger the appearance of stress symptoms in system. This rotation had been set up several months prior
contradiction with the pursued objectives (Thomas et al., to the study. There are 38 operators on the two lines. They
1994). Prior employee training is also necessary. In this remain approximately 2 h at each station and change
respect, Christmansson et al. (1999) showed that, in stations during work breaks.
repetitive manual assembly tasks, reorganisation of the The methodology included the use of a questionnaire
work resulted in a increase in the number of postural pains, during an interview conducted among 38 employees as well
primarily on account of the operators not being skilled as a detailed description of the rotation of line B and a
enough to take on a wider variety of tasks. Moreover, study of the biomechanical risk factors and the work
different demands at the various workstations must be actions of each of the workstations comprising it.
guaranteed to offer the operator the opportunity of
alternating work-related demands (Kuijer et al., 1999; 2.1. Interviews
Roquelaure et al., 1997). The workstations occupied during
rotation must allow a variation in biomechanical demands Firstly, all the operators on the two assembly lines were
(St-Vincent et al., 2003). Demand diversification requires a asked to complete a questionnaire comprising 52 questions
preliminary assessment of these different biomechanical taken mainly from INRS’s MSD questionnaire (Cail et al.,
demands. This can be carried out on the basis of work 2000). The researchers carried this out during a personal
activity observation to identify the joint segment subjected interview with the operators.
to the greatest demand at the workstation concerned (Van This questionnaire allows the target population to be
Velzer, 1992). The order of the rotation system is then analysed in terms of age, length of service, type of contract
defined on the basis of alternating low-demand and high- and level of multiskilling.
demand workstations. For example, based on work activity The questionnaire also addresses state of health by
observation, Henderson (1992) allocates a value of between means of 11 closed questions taken from the Nordic
1 and 3 to the level of demand sustained by each back and questionnaire (Kuorinka et al., 1987). These questions
upper limb joint. Then he suggests organising the rotation enable the health problems experienced by employees in
system such that each workstation with a high level of nine anatomical regions (neck, upper back, lower back,
demand is followed by a low-demand workstation, whilst right shoulder, left shoulder, right elbow, left elbow, right
allocating a maximum of three high-demand workstations hand/wrist, left hand/wrist) to be researched.
per day. Frazer et al. (2003) estimate that it is still difficult State of psychological stress is assessed through a single
to find proof in the literature concerning the advantages of question, namely ‘‘Do you feel stressed at present?’’, with
workstation rotation in relation to MSD prevention. three response options: ‘‘not stressed’’, ‘‘moderately
Moller et al. (2004) are even more careful, considering stressed’’ and ‘‘very stressed’’.
that greater exposure variability is not necessarily sufficient The questionnaire also focuses on perception of psycho-
for reducing MSD risks. On the other hand, delegates at social factors represented by workload (three questions),
the 2003 Montreal Symposium on Workstation Rotation pressure of work (two questions), participation (three
concluded that this technique can prevent MSDs by questions), monotony (two questions) and work satisfac-
curtailing excessive muscle and tendon demand, and that tion (one question). The operator has five options of
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902 M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909

responding to each question, namely ‘‘not at all’’, ‘‘a little’’, for each action analysed, the researcher assess whether
‘‘moderately’’, ‘‘very’’ and ‘‘enormously’’. The answers are this action is acceptable, not recommended or to be
then consolidated into three categories. ‘‘not at all’’ and ‘‘a avoided.
little’’ answers are considered to represent a positive
feeling, the ‘‘moderately’’ answer is considered neutral, 3. Results
and ‘‘very’’ and ‘‘enormously’’ answers are considered to
reflect a negative feeling in relation to the variable assessed. 3.1. Results of interviews
The interviews of line A and B operators also included
the following questions proposed by Falardeau and Vézina 3.1.1. Population
(2004) related to rotation systems: The average age of the 38 operators on the two assembly
Are you favourable to the workstation rotation? lines is 44.778.6 years. Gender distribution is 25 women
Were you present during the last implementation of the and 13 men. The average length of service of these
rotation system? operators is 20710 years and 35 of them are employed
Took part in this implementation? on a permanent contract.
Operator distribution within the two lines is gender-
related. Men occupy only workstations within the shell
2.2. Description and biomechanical demands system, the reserved packaging workstation, palletization
and oven handling. Women occupy workstations within
Line B was chosen as the management of the company the large system and the reserved cleaning workstation.
wished to integrate new rotation systems into this line. Operator allocation to a rotation system according to
A description of the workstations of this line and of the gender is a company decision, which is motivated by the
main actions carried out at each of the workstations was physical workload of the station. According to the
drawn up. An OREGE1 rating was applied to this line. company, the shell stations are subject to a heavier
Ratings were allocated to each workstation on line B. workload than the other assembly stations.
OREGE is a movement identification and evaluation aid The questionnaire results show that operators who claim
whose purpose is to quantify biomechanical stresses to be multiskilled represent 79% of the study population,
represented by forces, constraining postures and movement against 21% of single-skill operators (eight persons). All
repetitiveness. It has been developed in France by the the multiskilled operators are rotated between at least two
Institut National de Recherche et de Sécurité (INRS) workstations. Multiskilling of operators allocated to the
(Aptel et al., 2000). This pencil-and-paper aid is based on large system is greater than that of operators allocated to
observation of the operator, his or her perception of the the shell system. The women are therefore more multis-
demands, and indications. Unlike other aids, like OSHA, killing than the men. Single-still operators comprise five
OREGE is based on dialogue between the researcher and persons subject to medical restrictions,2 two warehousemen
the operator (Apostoli et al., 2004). and one pallet packer. The operators subject to medical
For each action considered, force is allocated a value of restrictions are allocated to the reserved workstations
between 0 and 10 on an evaluation chart, which the whose workload is considered light. The single-skill status
researcher and operator both complete separately. Effec- of the warehousemen and the pallet packer is inherent to
tive force evaluation then results from a synthesis based on their work activity.
the values allocated by the operator and the researcher, Ten of the 38 operators are subject to medical restric-
who then establish a force evaluation following this tions. Their average age is 47.378.3 years, and is therefore
discussion. not significantly different from that of the other 28
For each action concerned, the researcher observes the operators. The population subject to medical restrictions
operator’s upper limb movements at the neck, shoulder, comprises six women and four men. Half of this population
elbow and wrist joints. He allocates a value 1 (acceptable), is single-skilled and is allocated to reserved workstations.
2 (not recommended) or 3 (to be avoided) to each joint on The other half does not benefit from a reserved workstation
both the left and right sides. Evaluation is assisted by and is integrated into the two station rotation systems.
figures, in which angular classes corresponding to these
three values are represented. 3.1.2. MSD complaints
Upper limb movement repetitiveness is evaluated from 0 MSD complaints concern mainly the wrists/hands,
to 10 over a period that depends on work cycle time. In the especially the right wrist/hand, the lower back, the neck
same way as for force, the researcher and operator both and the shoulders. The 38 employees on the two assembly
complete an evaluation chart separately, and the subse- lines refer to at least one painful location and more than
quent procedure is the same as for force evaluation. 50% of them have six painful locations. The average
Finally, from one force, angular and repetitiveness value number of pains referred to by an operator is three. All
1 2
OREGE: Outil de Repérage et d’Evaluation des Gestes (movement In France, the occupational physician must evaluate the medical health
identification and evaluation aid). status of employees to fit the job to the workers.
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M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909 903

operators allocated to the assembly lines therefore were rotation on the two assembly lines. Their contribution
concerned by MSD pains, irrespective of their age, gender involves mainly rotation characteristics (workstation types,
or level of multiskilling. order of rotation, etc.). This result agrees with the
questionnaire data on psychosocial factors, according
3.1.3. Stress and psychosocial factors to which operator participation in work organisation is
In relation to employee state of stress, the questionnaire very low.
shows that 71% of the operators claim not to be stressed, The operators also stated the advantages and drawbacks
while 13% claim to be very stressed. of workstation rotation. These comments can be classified
Fig. 1 illustrates the results for the questions on under four headings: biomechanical demands, psychosocial
psychosocial factors from questionnaire. factors, productivity and experience.
The answers to two of the three questions concerning The advantages most often referred to by employees are
perceived workload reveal that most operators have a a wider variety of movements, along with a reduction in
negative perception on this issue. According to them, the pains and task monotony.
work rate and the number of actions to be performed at the The major drawback of workstation rotation is increased
workstations are both excessive. Similarly, the answers to work rate, although this is referred to by only three
two of the three questions concerning participation in work employees.
organisation reveal that most operators have a negative To conclude, the 38 operators questioned consider
feeling on this issue. These operators consider they play no workstation rotation to create mainly advantages, both
part in decisions concerning their work activity. biomechanical and psychosocial. Few drawbacks are
Conversely, most operators have a positive or neutral mentioned.
perception of work pressure. These operators in fact
declare that they are never, or only very rarely, late in 3.2. Description and evaluation of the biomechanical
their work because they are very familiar with the tasks and demands of line B
because of efficient management of their time at the
stations occupied. Most operators claim to be satisfied with 3.2.1. Description of line B
their work activity. Furthermore, half the operators This line is structured around 17 workstations and has
questioned consider they did not have a monotonous job 17 on-line operators plus two warehousemen, a supervisor
and recognise the positive contribution of workstation and a repairer. The ovens are placed on rotating platens,
rotation to reducing monotony. Consequently, despite a which move from station to station by means of automa-
workload considered heavy and a lack of participation in tion. At each station, the operator actuates oven discharge
work organisation, the operators are satisfied, estimate using a pedal or pushbutton.
they can ensure their work rate and are convinced of the On line B, workstation distribution is as follows (Fig. 2):
positive impact of workstation rotation on reducing
monotony.
 a shell system where the internal shell of the oven is
assembled and clipped together (P14, P15, P16),
3.1.4. Experience of workstation rotation
Eighty-two percent of the 38 operators questioned are in
 an ‘‘assembly stations’’ unit, where the oven peripherals
(thermostat, front, hood, feet, window, etc.) are
favour of workstation rotation, but only 5% consider
mounted (P1-P10),
having contributed to the setting up of the workstation
 an ‘‘inspection station’’, where the operation of the
finished oven is checked (P11),
100%  a ‘‘cleaning and final inspection’’ station (P12),
 a ‘‘packaging station’’, where the oven is packed in a
80% cardboard box (P13) and
 a ‘‘palletization station’’, where the finished products
60% are packed on a pallet then transferred to a storage
area (P17).
40%
The large system includes the ‘‘assembly stations’’ unit and
the inspection station (P11). Stations P12 and P13 are set
20%
aside for low physical workload. They are excluded from
the large system and are reserved for operators subject to
0% medical restrictions.
workload pressure participation monotony
of work
Observation of the actions performed at the work-
satisfaction stations of line B shows that oven assembly involves three
Fig. 1. Perception of psychosocial factors. Note: +, positive; 0, neutral; actions, namely screwing, wiring (electrical connections)
, negative. and clipping. These actions can be found in the operating
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904 M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909

Large system Shell system

Palletization

P
17 Assembly stations
P
Packaging Cleaning 15

P P P P P P P P P P P P P
P P
13 12 11 10 9 8 7 6 5 4 3 2 1
16 14
Inspection
Reserved stations

Key :

Station change direction

P
Workstation
x

Fig. 2. Workstation rotation system on line B according to order of rotation P11–P2.

Table 1 Examination of these results for each workstation leads


Summary of demands at workstations within the large system to the following findings:
Workstation P11 P9 P7 P5 P3 P10 P8 P6 P4 P2
 For the large system, OREGE was applied to analyse 45
Number of actions ‘‘to be avoided’’ 2 3 2 2 2 1 4 1 0 1 actions at 10 workstations within the large system
Screwing action (station P1 was not studied). This large system includes
Wiring action 18 actions rated as ‘‘to be avoided’’, 24 actions rated as
Clipping action
Posture (sitting/standing) Si St Si Si Si Si St St Si St
‘‘not recommended’’ and three actions considered
‘‘acceptable’’.
Note: Si: sitting; St: standing.  For workstations within the shell system, 12 actions
were evaluated at the three workstations within the shell
procedures at the different workstations on assembly line B system. seven actions are rated ‘‘to be avoided’’, four
(Table 1). actions are ‘‘not recommended’’ and one action is
A succession of three wiring stations (P7, P5, P3) and ‘‘acceptable’’.
three clipping stations (P10, P8, P6) is observed. Further-  For workstations reserved for employees subject to
more, no station offers more than two types of action. medical restrictions, eight actions were also rated on the
two reserved stations. Station P13 is the most demand-
3.2.2. OREGE ing with two actions out of four rated ‘‘to be avoided’’.
The OREGE tool was used to evaluate the biomecha- Station P12 includes two actions rated ‘‘not recom-
nical demands associated with operator actions. Of the 102 mended’’ and two actions rated ‘‘acceptable’’.
actions listed at the 15 line B workstations, the biomecha-
nical demand evaluations concerned 65 actions considered To conclude, repetitiveness is the most infrequent cause
to involve a potential MSD risks by the research team. associated with actions ‘‘to be avoided’’, as it appears only
Fig. 3 illustrates the risk diagnosis results. Both the total 6 times. There are 10 actions ‘‘to be avoided’’ because of
number of actions required at each workstation and the force, and the most frequent causes associated with actions
OREGE-rated actions are shown in this figure. Work- ‘‘to be avoided’’ are those involving posture. Indeed, 21 out
station P1 was not occupied during these evaluations. of the 22 actions ‘‘to be avoided’’ within the large system
The OREGE-based evaluations led us to consider 27 and all actions ‘‘to be avoided’’ within the shell system are
actions as ‘‘to be avoided’’, 32 actions as ‘‘not recom- so rated because of postural demand, especially for the
mended’’ and six actions as ‘‘acceptable’’. Thus, nearly shoulder, by reason of the height of the component parts.
40% of the 65 actions evaluated involve MSD risks. For example, the four actions at station P8 are considered
A small percentage (9%) of the actions appear not to at risk; both screwing actions require a forearm extension,
involve a risk. which should be avoided. Hood pick-up from the supply
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M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909 905

Shell system
F F
P P P
Reserved stations Large system

F F F
P F P P P PP P
F F F
PPPP
F
P
F
P P
R
P
R
P PP
R
P P P15 W
10 actions C
R RR
P PP

P13 P12 P11 P10 P9 P8 P7 P6 P5 P4 P3 P2 P1 P16


9 actions 9 actions 5 actions 8 actions 6 actions 4 actions 5 actions 8 actions 5 actions 4 actions 4 actions 6 actions 9 actions

C,S S C,S Sc,C,S Sc,C W,C,S C Sc,W,S Sc,W,S Sc,W,S W,C Sc,W,S Sc P14
10 actions
:
Key W,C
PX : workstation
Sc : screwing at station
Acceptable action W : wiring at station
C : clipping at station

Action not recommended S : seated station


R : repetitiveness rating
Action to be avoided F : force rating
P : upper limb posture rating

Fig. 3. Results of the OREGE ratings at line B workstations.

pallet creates difficult postures because of the pick-up sented in Fig. 4. It sets out the conditions to be fulfilled to
height, which varies between 30 and 160 cm above the ensure the effectiveness of rotation as a means of
floor; finally, hood placement requires a large force and preventing MSDs. This logic diagram is organised around
sometimes an extreme upper limb posture. several dimensions, namely context, knowledge, implemen-
Furthermore, the OREGE-based evaluation of the tation of the rotation system and assessment of its
biomechanical demands at the workstations of line B effectiveness.
allows us to appreciate the strenuousness of the large
system. This system includes mainly stations involving two 4.1. Context
actions ‘‘to be avoided’’. Station P8 features the most
actions ‘‘to be avoided’’ and its level of demand is therefore Before implementing a rotation system, the existing
the highest in the line. Conversely, the MSD risk levels of situation should be analysed. This corresponds to the first
station P4 is low because it features no action ‘‘to be of the four conditions proposed by Ouellet et al. (2003).
avoided’’. This ergonomic analysis is intended to determine the MSD
Table 1 provides a summary chart of station demand risk factors and to understand the modalities of production
within the large system. This representation allows us to and the management of resources. In this respect, an
better understand where the demands are in space and approach employing interviews yielded an understanding
time. of the psychosocial factors and the conditions that
determine the work of the operators. It is associated with
4. Discussion a study of the workstations comprising the rotation system
and an evaluation of the biomechanical risk factors.
Workstation rotation is often presented as a means of In this study, the rotation system set up on the two
preventing MSDs, and numerous ergonomic studies have assembly lines had a positive impact on the psychosocial
shown the benefits, but also the limits, of this solution factors. Despite a heavy workload and lack of participation
(Vézina, 2003; Moller et al., 2004). It is therefore necessary in work organisation, the operators on these two lines are,
to provide parameters to define rigorously the conditions in fact, very satisfied with the workstation rotation system.
of the effectiveness of this means of prevention. Coutarel The management’s organisational decision is effectively
et al. (2003) and Ouellet et al. (2003) propose a set of supported by all the multiskilled operators and half of the
principles for ensuring the effectiveness of workstation single-skill operators. Those questioned stress the attrac-
rotation in preventing MSDs. For example, Ouellet et al. tiveness of this organisational system, one of the major
(2003) consider that the approach to setting up rotation advantages of which is the reduction in task monotony,
could comprise four stages, namely analysis of the in- which reflects the conclusions of several authors (Kuijer
company situation, consideration of human resource et al., 1999; Thomas et al., 1994). This positive psychoso-
management issues, reduction of workload at workstations cial effect is not negligible since, as Daniellou (2003) points
and training of workers. Conversion of these conditions out, ‘‘health is merely the health of the joints’’. On the
into operational parameters remains to be achieved if we other hand, the satisfaction of the operators did not
are to validate the hypothesis that workstation rotation is a eliminate complaints of MSDs. A medical study conducted
means of preventing MSDs. in the same sector of activity (Aublet-Cuvelier et al., 2006)
Based on these principles and on knowledge relative to corroborates this high prevalence of MSD complaints. This
safety management, we propose the logic diagram pre- result is similar to that obtained by Kuijer et al. (2005),
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906 M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909

CONTEXT KNOWLEDGE

Formalisation of the
parameters which define
a rotation system
Ergonomic
analysis of the Validation of the parameters
existing system to assess the rotation system
in conjunction with the
targeted objectives

IMPLEMENTATION

Development of a
specific rotation system

Implementation
and validation

ASSESSMENTS

Follow-up of impacts

on the on the risk of


experience of MSDs
the employees

Fig. 4. Parameters to take into account to design a rotation system aimed at preventing the risk of musculoskeletal disorders (MSDs).

who noted that workstation rotation has no positive effect analysis reveals that the amplitudes at the postures are
on complaints of low-back pain. The prevalence of MSD the main MSD risk factors. Most actions to be avoided are
complaints is high in employees on both production lines, determined by supply areas or worktops unsuited to the
who describe at least one painful anatomical site. More- task. This observation is identical for the shell work-
over, this population has been exposed to MSD risk factors stations. Each of the two line B rotation systems are
for over 10 years, as a study carried out in this enterprise by structured around a set of workstations with characteristics
one of the authors shows (Aptel et al., 1993). It is therefore designed around the same rules. Process engineering
difficult to determine the impact of the rotation system department replication of design principles at each work-
established in the case studied, given that the employees station is probably the reason for this. Medical restrictions
have a known previous history of MSDs. This being said, and gender-based rotation system division may also be
the perception that the operators have of their work reasons explaining the MSD complaints level. Operators
context probably has an influence on the determination of subject to medical restrictions are allocated to reserved
MSDs, as Devereux et al. (2004) consider is the case. workstations considered fairly undemanding by the com-
The evaluation of the rotation system in itself has pany. In fact, only station P12 meets this requirement on
allowed an understanding of the biomechanical demands line B. Station P13 involves two actions ‘‘to be avoided’’,
that it generates. The large system on line B is demanding yet is considered fairly undemanding by the company. This
on the upper limbs. This large system in fact includes only station therefore creates MSD risks in the same way as
one workstation with no action ‘‘to be avoided’’ (P4), while most of the other line B stations. Furthermore, allocation
it includes eight workstations with one or two actions ‘‘to to a reserved workstation testifies to a health problem on
be avoided’’ and two workstations with three or four the part of the operator, who considers it does little to
actions ‘‘to be avoided’’. The biomechanical demand enhance his/her self-esteem. This perception can contribute
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M. Aptel et al. / International Journal of Industrial Ergonomics 38 (2008) 900–909 907

to his/her ill being at work. That being the case, employees (Ouellet et al., 2003). The favourable impact of rotation on
subject to a medical restriction can logically continue to be the psychosocial sphere found in our study is coherent with
at risk because they remain exposed to MSD biomechani- the bibliographic data. On the other hand, although
cal and psychosocial risk factors. Finally, the latter researchers agree on the importance of reducing biome-
hypothesis, potentially explaining the high level of MSD chanical demands and the introduction of workstations
complaints, stems from the fact that work organisation favouring the diversity of occupational gestures, the
results in men working only within the shell stations and knowledge allowing this to be achieved is lacking. More-
never at the assembly stations. The shell stations comprise over, the biomechanical data of the study show how many
three demanding workstations, as shown by the OREGE- workstations of the rotation system are comparable and
based evaluations, and thus the workstation rotation- arduous from a biomechanical point of view. This reality
related benefits are modest for the male operators. may explain the permanence of MSD complaints, and the
Workstation rotation can therefore be considered from relative ineffectiveness of workstation rotation in prevent-
two complementary standpoints. One, physical, concerns ing MSDs. In these conditions, it is necessary to extend
the physical system itself (nature of the tasks, intensity and both physiological and biomechanical research on this
diversity of the biomechanical demands, order of work- essential physical dimension of the problem of workstation
station changeover, number of workstations in the rota- rotation as a means of preventing MSDs. Only evidential
tion, etc.). From the point of view of MSD risk prevention, data in this domain will allow us to propose parameters
this physical dimension is essential and must result in a relevant to validating the solutions proposed. This condi-
reduction in biomechanical demands. This is an essential tion is insufficiently fulfilled in this case at the line B
condition. The second aspect concerns the perception that workstations. Subsequently, it is not possible at this time to
the operators have of the versatility stemming from the categorise the workstations and the order of rotation, as
rotation. The operators can perceive the implementation of recommended by Henderson (1992) and Van Velzer (1992).
a rotation system positively when it enriches their work, Thus, there is a need for research concerning workstation
even if it does not reduce the biomechanical demands. Its risk level assessment, workstation categorisation, order of
impact on risk will, in this case, be low but not necessarily rotation, frequency of rotation and optimal number of
zero. On the other hand, certain employees can perceive the workstations integrated into the rotation system. Propos-
implementation of a rotation system negatively if the ing validated parameters must constitute a research
number of work situations that they must master is too priority as these parameters are required when structuring
great, even if it reduces the biomechanical demands. The a rotation system to ensure protection against MSD risk.
present study confirms this analysis. In addition, the links
between the physical data relative to the organisation of the 4.3. Implementing a rotation system and assessing its
rotation and those relative to the perception of the work efficiency
(stress and psychosocial factors) are complex, even contra-
dictory. Thus, there are divergences concerning the Available scientific data cannot be applied directly in
biomechanical demands. In fact, increased movement factories. Indeed, each workshop is specific and the
variability forms part of the workstation rotation advan- solutions retained are, by their nature, compromises
tages perceived by the employees, but the OREGE-based between the available scientific data and those stemming
biomechanical demand evaluation shows, on the contrary, from the ergonomic analysis. Furthermore, these compro-
that the demands are very similar. These divergences also mises can interfere with the expected efficiency of the
concern complaints of MSDs. According to the Nordic solutions proposed. It is therefore necessary for the
questionnaire results, very many employees complain of enterprise to set objectives as well as indicators, which
MSD problems; when questioned on workstation rotation must be monitored over time. The complexity of MSDs
advantages only 21% of employees deem that rotation and the diversity of the solutions proposed justify that the
reduces their pains. The divergences merely strengthen the assessments, and therefore the indicators, are not reduced
need for a comprehensive ergonomic approach (question- solely to the reduction of MSDs. Indeed, our study shows
naire, work observation, light movement analysis, etc.) as that the results are more equivocal. For example, the
this alone allows an understanding of the different work satisfaction of the employees with respect to the psycho-
dimensions of the operators. social conditions created by the rotation is an advance,
whereas the high level of MSD complaints is a disadvan-
4.2. Knowledge tage. It is therefore a process, which should be evaluated in
all its dimensions. In this sense, the indicators must be
Although a prior ergonomic study is necessary as it is the numerous and take into account different elements of the
only way to understand the existing stations, it is not context and their possible interactions. These indicators
enough to design an effective rotation system. Other can be reactive (number of MSD complaints) or proactive
conditions stemming from scientific knowledge are neces- (operator satisfaction). This the point of view of Berthelette
sary. Many researchers suggest the need for employee and Baril (2002), who estimate ‘‘the absence of effect can
participation and the introduction of appropriate training be attributed to an inadequate underlying theory and,
ARTICLE IN PRESS
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consequently, to an inefficient intervention, to the presence Aublet-Cuvelier, A., Aptel, M., Weber, H., 2006. The dynamic course
of divergences between the characteristics of the recom- of musculoskeletal disorders in an assembly line factory. Internat-
mended programme and those of that implemented by ional Archives of Occupational and Environmental Health 79,
578–584.
those involved, which can degrade its effectiveness, or Axelsson, S., Ponten, B., 1990. New ergonomic problems in mechanized
again to the methodological limits of the assessment’’. logging operations. International Journal of Ergonomics 5, 267–273.
Finally, one final result is worthy of note; this concerns Baggerman, M., 1993. Macro-Ergonomics aid in meeting OSHA
the consequences, for the collective formed by multiskilled Standards. Apparel Industry Magazine August, 56–59.
operators, of the fact that operators subject to medical Berthelette, D., Baril, R., 2002. Les dimensions des interventions
organisationnelles de maintien du lien d’emploi des travailleurs
restrictions are allocated to reserved workstations. This in victimes de lésions professionnelles. Pistes 4, 27. /http://www.pistes.
fact makes the rotation system rigid and curtails the uqam.ca/v4n2/articles/v4n2a7.htmS.
expected benefits to all employees who are still fit, because Cail, F., Morel, O., Aptel, M., 2000. Un outil de recueil et d’analyse des
they will work at more arduous workstations. Conversely, facteurs de risque: le questionnaire TMS. Document pour le médecin
this situation can create a feeling of exclusion for operators du travail 83, 199–216.
Christmansson, M., Friden, J., Sollerman, C., 1999. Task design, psycho-
allocated to reserved workstations. It is therefore abso- social work climate and upper extremity pain disorders—effects of an
lutely essential that workers be involved in organising a organisational redesign on manual repetitive assembly jobs. Applied
workstation rotation system (Ouellet et al., 2003); this was Ergonomics 30, 463–472.
not the case for the employees used in this study, and they Coutarel, F., Daniellou, F., Dugué, B., 2003. Interroger l’organisation du
did indeed complain about this. Taking into consideration travail au regard des marges de manœuvre en conception et en
fonctionnement—la rotation est-elle une solution aux TMS? Pistes 5,
the health reality of the employees in the organisation of 27. /http://www.pistes.uqam.ca/v5n2/articles/v5n2a2.htmS.
the rotation system is an additional dimension that should Daniellou, F., 2003. De la rotation sur les postes à la santé au travail.
not be ignored while the prevalence of MSDs is high and Synthèse du colloque ‘‘La rotation, est-ce une solution?’’. Pistes 5, 7.
often old. This clearly makes the construction of solutions /http://www.pistes.uqam.ca/v5n2/articles/v5n2a12.htmS.
more difficult. Devereux, J., Rydstedt, L., Kelly, V., Weston, P., Buckle, P., 2004. The
role of work stress and psychological factors in the development of
musculoskeletal disorders. Research Report 273, Robens Centre for
5. Conclusion Health Ergonomics, University of Surrey, 139pp.
Ellis, T., 1999. Implementing job rotation. Occupational Health and
Safety 68, 82–84.
This study shows that the workstation rotation studied Falardeau, A., Vézina, N., 2002. Rotation de postes, assignation
had a positive impact on psychosocial factors but is temporaire et impact des absences dans une usine d’abattage et de
relatively ineffective in relation to the prevention of MSDs, transformation du porc. Pistes 4, 25. /http://www.pistes.uqam.ca/
notably on account of the lack of variability in the v4n2/articles/v4n2a9.htmS.
Falardeau, A., Vézina, N., 2004. Apport de différentes sources de données
biomechanical demands. The assessment of a rotation
à la description comparée des contraintes et à l’amélioration d’un
system aimed at preventing MSDs must encompass all the groupe de postes occupés en rotation. Pistes 6, 22p. /http://
dimensions of the work. To achieve this, it is necessary to www.pistes.uqam.ca/v6n1/pdf/v6n1a7.pdfS.
describe the system in detail, to know the characteristics of Frazer, M., Norman, R., Wells, R., Neumann, W., 2003. The effects
the population concerned, to assess its experience of the of job rotation on the risk of reporting low back pain. Ergonomics 46,
904–919.
work and to measure the degree of the biomechanical
Henderson, C., 1992. Ergonomic Job Rotation in Poultry Processing.
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develop research to assess the biomechanical demands. London, pp. 443–448.
Finally, implementing a rotation system requires regular Hinnen, U., Läubli, T., Guggenbühl, U., Krueger, H., 1992. Design
assessments of the results based on scientifically evidential of check-out systems including laser scanners for sitting work
posture. Scandinavia Journal of Work Environment & Health 18,
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186–194.
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MSD prevention system. 2005. Effect of job rotation on need for recovery, musculoskeletal
complaints, and sick leave due to musculoskeletal complaints: a
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