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Evaluating the use of Virtual Reality in Work Safety: A Literature Review

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Evaluating the use of virtual reality in work safety: a literature review
Simone Grassini1 and Karin Laumann1
1
Department of Psychology, Norwegian University of Science and Technology (NTNU), Høgskoleringen 1,
7491 Trondheim, Norway.
E-mail: simone.grassini@ntnu.no
E-mail: karin.laumann@ntnu.no

Addressing the challenges related to the safety of the work routines is one of the top priorities for any
modern industry, and constant investments are explicitly tailored to reduce work-related risks and to train
employees to follow safety procedures. Technological progress and the widespread adoption of immersive
visual technologies are nowadays offering the exciting possibility of improving the quality of safety training
programs. Virtual Reality is one of the technologies that is gaining significant recognition in the field of safety
training, and that may add a variety of benefits compared to traditional training programs.
Virtual reality provides companies with the possibility of training employees for safety procedures and risky
operations in a safe and controlled environment, promising to reduce costs, as well as to promote the quality of
the training. Furthermore, the technology may allow potentially dangerous procedures that now require the
physical presence of operators to be performed remotely, without reducing performances. The fast development
of newer, cheaper, and more versatile virtual reality head-mounted displays is creating new opportunities for the
adoption of the technology in many industries, ranging from construction to heavy manufacturing, mining, and
even food and beverage production. The present review analyses the current published scientific literature
reporting the use of virtual reality in work safety and attempts to evaluate the benefits and drawbacks that come
with the use of this technology. Furthermore, the listed and analysed the fields of application of virtual reality
regarding work safety and critically examines possible problems of the technology.

Keywords: Virtual Reality, Virtual Environments, Safety, Work, Training, Performance, Human Factors.

1. Background entertaining uses as in gaming, for example.


Virtual Reality is often described as an With a modern HMD, a user wears a headset
artificial environment created by computer and interacts with the virtual world using
algorithms (Luciani, 2007). According with the controllers with his/her hands. Those headsets
formulation reported by the online version of the have been divided in four different types (see
Oxford Dictionary (Lexico), VR is “The Dużmańska, Strojny, & Strojny, 2018). Stand-
computer-generated simulation of a three- alone (working without additional equipment),
dimensional image or environment that can be smartphone-based (working using the
interacted with in a seemingly real or physical computational power of the smartphones), PC-
way by a person using special electronic based (working with a PC), and console-based
equipment, such as a helmet with a screen inside (working using a gaming console). Stand-alone
or gloves fitted with sensors.” The immersive devices are improving their standards, quickly
experience of VR is often used to promote the filling the quality gap between them and PC-
user’s sense of presence (see North & North, based devices (see the developments made with
2016; Grassini & Laumann, 2020). The user’s the Oculus GO and Oculus Quest). Stand-alone
experience of a VR environment is commonly HDMs offer many advantages compared to the
stimulated in one or several senses of other alternatives. They are more powerful than
perception. Historically, VR devices have smartphone-based displays, and more portable
focused on stimulating the sense of vision, but and easier to use compared with the PC and
newer technologies of VR wearable headsets are console-based alternatives. Furthermore, the fact
putting a significant effort into integrating audio that stand-alone HDMs do not require a high-
feedbacks (using headphones). performance computer to function makes them
There is a wide range of tools on the market generally more cost-effective, increasing the
that can mediate immersive VR experiences. possibility of adoption of such technology by a
Among the most popular are the head-mounted wider audience, for example, companies and
devices (HMDs), focused primarily on organizations commonly not among early
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference
Edited by Piero Baraldi, Francesco Di Maio and Enrico Zio
Copyright  c ESREL2020-PSAM15 Organizers.Published by Research Publishing, Singapore.
ISBN/DOI: TBA
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference

adopters of modern visualization technologies. has been described as the condition were the
Additional devices have been proposed to possible number of adverse outcomes was the
produce multisensory stimulations in order to lowest possible to achieve (Safety-I). However,
increase the sense of presence for the user different perspectives on safety have been
during the simulation. For example, the use of theorized (see Hollnagel, 2018). Safety II has a
specifically designed treadmills can create the high focus what goes right (safety) rather than
illusion of a variety of motions in the VR how things goes wrong (not safety).
(Sinitski et al., 2018). Furthermore, a Safety II perspective puts its
When talking about virtual reality, health focus on ensuring that as much as possible goes
and safety considerations need to be considered. right on “normal performance.” A Safety II
Some people have reported experiencing a framework also proposes the development of
variety of uncomfortable symptoms during the systems able to cope with unpredictable
use of VR. Those symptoms are commonly conditions, rather that excluding that
described with the umbrella term of simulator- unpredictable conditions may happen in safe
sickness (sometimes cyber-sickness). Many operations. Hollnagel, (2018), proposed the
symptoms are reported to be connected to complementary role of Safety I and Safety II
simulator sickness in the scientific literature, theoretical approaches.
among them: nausea, headache, uncomfortable
stomach, numbness, etc. (Johnson, 2005). The 1.1 The present study
wide prevalence of symptoms among the general The present review aims to give an overview
population using VR may potentially slow down of the current published literature on the use of
the acceptance of the technology (Filigenzi, Orr, virtual reality in work safety, listing benefits and
& Ruff, 2000). problems with the use of the technology. In
Simulated environments have a long story particular, the research questions that will be
of uses and have been implemented in many analyzed are the following: 1) How and for
areas of work. However, only a few uses of this which industries has VR been used to improve
technology have been directly linked to work work safety? 2) From these studies, how
safety. Recent attempts in this direction can be effective is the use of VR in improving safety
seen also outside industry, as, for example, in performance? 3) Which methods have been used
the field of road safety, where the work of to study/evaluate the effectiveness of VR on
Schwebel et al. (2016) identified the use of VR safety measures? 4) Which theoretical
as a viable way to teach children how to perspectives have been taken on safety in these
properly behave at a street crossing. Several studies (Safety I or II)?.
published literature reviews (Bhoir & Esmaeili,
2015; Guo et al., 2017; Li et al., 2018) have
attempted to understand the use of VR in 2. Methods
construction safety to train workers on safety A literature search was performed to
procedures. understand the use of VR in work safety and its
The development and progressive adoption positive and negative aspects. Literature was
of VR can be an excellent opportunity to shape retrieved from the following databases of
training modules on specific industry needs. VR scientific research: Google Scholar, Web of
provides company and organizations with the Science, and Scopus. The articles were retrieved
opportunity to train people in security using combinations of the keywords: “VR”,
procedures and operations in known and safe “Virtual AND Reality”, “AND work AND
environments. VR training can thus help safety”. The article search was restricted from
operators prepare for stressful real-life January 2014 to October 2019, to select only the
emergencies. Research supporting the most recent applications of VR technology, as
implementation of Virtual Reality in the the topic is highly sensitive to technological
workplace has often reported results that suggest development. Articles including first-hand
that VR training may be a valuable resource to experimental results and review articles were
teach and employees about safety (Sacks, included. Only articles specifically investigating
Perlman, & Barak, 2013). work-related safety were included. A total of 16
When talking about safety in relation with articles were reported in the present article (see
training it is necessary to consider the theoretical Table 1 for an overview of their findings).
perspective on safety itself. Traditionally, safety
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference

Authors Year Field Purpose of the Evaluation Safety VR benefits reported


study method type
Colombo, 2014 Chemical Create an accident Objective I Improved operator responses
Nazi, & scenario to test VR- performance time and accuracy of actions.
Manca based training for measured on key
decision making. performance
indicators

Kozlak et 2014 Energy VR-based training NA Mixed VR showed to be an effective


al. for machinery in oil method of training, due to
and gas rigs. the enhanced sense of scene
realism.

Bhoir & 2015 Construction Review article NA Mixed The technology can be useful
Esmaeili trying to identify for training, however, has not
pros and cons of the been yet widely
use of virtual reality implemented. Furthermore,
in the construction experienced workers report
field. preferring traditional hand-
on training.

Grabowski 2015 Mining Evaluation of virtual Subjective II Users considered the VR


& reality training for assessment training program as useful.
Jankowski underground coal reported by the Miners reported positive
mining. trainees effects of the VR training as
long as three months after the
training session.

Zhao & 2015 Construction Testing the use of NA I Demonstrates the


Lucas VR to increase development and utilisation
construction safety. of a training program that is
based on VR. The training
program can offer a safe
working environment where
users can effectively rehearse
tasks with electrical hazards
common in the construction
industry.

Le et al. 2015 Construction A VR environment Questionnaires I VR platforms showing


was used as and interviews social/collaborative
educational way to situations are able to improve
train to safety in construction safety as well as
construction work. health education.

Luo et al. 2015 Chemical Development and NA NA The proposed platform is


test of a new more friendly and similar to
integrated the reality, and therefore has
simulation platform advantages for training
using VR and operators.
dynamic model.

Nazir & 2015 Chemical Discuss two case Performance I VR has the potential to
Manca studies that show measured in the become important for
how VR can ability to follow training, spatial learning,
improve process procedure knowledge improvement,
safety. (sequence) and performance assessment.
Thanks to this new kind of
training, abnormal situations
and incidents/accidents may
be prevented.
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference

Pedro, Le, 2015 Construction Elaborate a Interface, Mixed VR offers a valid medium for
& Park framework for effectiveness, improving the identification
integrating safety and performance of possible work hazards,
into construction evaluation transfer of knowledge, and
methods education (mixed engagement of the training
through interactive methods). students.
virtual reality.

Ahmad 2016 Chemical Testing a training NA I A complex scenario where


et al. scenario for the realistic malfunctions are
process of included, can be beneficial
homogeneously for training operators,
catalyzed biodiesel enhancing the learning curve.
production. Various
malfunctions were
included in the
scenario.

Nedel et al. 2016 General Testing the use of Questionnaire NA Listing behavioural patterns
Immersive VR and that predispose to risk
technology to physiological exposure.
decrease safety measures (heart
hazards in the rate).
context of
workplaces in
developing
countries.

Cardoso et 2017 Energy Increase safety in NA NA Virtual reality offers the


al. power-electric possibility to train personnel
systems. in the safety procedures to be
followed in power stations.

Guo, Yu, 2017 Construction Review of articles NA Mixed The technology can be useful
& using VR both in the phases preceding
Skitmore technology for the work (training), both
construction works. during the work phases,
especially if integrated with
sensors for displaying danger
into the environment.
However, more development
is needed to make the
technology more effective.

Higgins 2017 General Evaluate the NA NA Being aware of the future use
possibility to of virtual reality in work and
effectively use VR safety.
in work safety.

Li et al. 2018 Construction Review of virtual Performance Mixed Critical review of work
and augmented (assessment of safety and its relation to
reality used in the physical damage virtual reality.
context of and visual
construction safety attention)
and behavior during
earthquakes.

Patle et al. 2019 Chemical Review of the NA Mixed The use of VR for operator
and Energy literature on VR- training simulator improve
based operator the sense of presence in the
training simulators. trainee and increase the
effectiveness of the training.

Table 1. Summary of virtual reality applications in work safety. The articles are ordered by year of
publication. NA: Not Applicable.
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference

3. Results and discussion had a positive effect on their work for an


The retrieved articles (see Table 1 for an extended period of time (three months). The
overview) showed that adopting VR authors recommended owners of training
technologies as an integrated part of the work facilities to cooperate with mining companies to
safety training has the underlying assumption introduce VR training as part of basic safety
that such technology may aid operators to better training for the newer employers. Cardoso et al.
perform safety procedures or to avoid hazardous 2017 reported that the use of VR in their
situations in the workplace. experiment reduced both time and costs for
simulation, training, and control of power utility
3.1 Field of application and effectiveness substations. In the field of energy, further efforts
Most of the reviewed articles are have been made to evaluate the effectiveness of
focused on the construction and chemical VR-based safety training. Kozlak et al. (2014)
industries (see, e.g. Bhoir & Esmaeili, 2015; tested a VR-based system focused on the
Guo, Yu, & Skitmore, 2017; Li et al., 2018). operation of a machinery for oil and gas rigs.
Interestingly, Bhoir and Esmaeili (2015) pointed Their results showed the usefulness of VR-
out that, even if the research community seems training and of the increased sense of realism
unanimously convinced of the possibilities that that this visualization method can provide.
VR offers for increasing work safety, in practice The use of VR-simulators for training
the number of companies using such technology purposes has also been widely explored in the
for safety training is still very small. field of the chemical industry. Colombo et al.
Furthermore, when safety professionals were (2014) elaborated a virtual scene involving an
asked, they reported that they prefer hands-on excavator provoking an accident in a pipe
traditional training compared to a VR simulated carrying a stream of pressurized liquid butane.
one. Guo, Yu and Skitmore (2017) pointed out The VR-training reportedly made the operators
that VR technology found a valid use during the quicker and better in their decision making after
pre-construction period, improving safety the accident. Nazir and Manca (2015) confirmed
training and facilitating the listing and with their case-study analysis that VR-training
management of work hazards. During the has shown future potential for increasing work
construction work, immersive technologies as safety. Luo et al. (2015) developed a virtualized
VR can help to monitor workers’ safety version of an ethylene plant, using a realistic 3D
behavior and, thanks to sensors, to implement model of the plant with which one could interact
safety warnings for the operators. However, the dynamically via the control simulator. Their
authors pointed out that many of the possible results confirmed the advantages of using a VR
applications of the technology are limited by the simulator, citing the enhanced realism of the
current technology. Li et al. (2018) reported that scene and the higher user-friendliness of the
in numerous cases, VR systems were found scenario. Ahmad et al. (2016) developed virtual
efficient for training in the identification of work reality training scene aimed at simulating a
hazards, safety training, and safety inspection. homogeneously catalyzed biodiesel production
They conclude that present challenges, such as process, including realistic malfunction
the overall improvement of the VR training, scenarios such the failure of several components
calls for a further collaborative effort at a of the plan, arguing the potential use of such
technical, experimental, and organizational realistic training decreased possible work
level. accidents.
Other articles in the field of construction Patle et al. (2019) comprehensively
industry have identified VR as a valid analyzed the literature on virtual environments
instrument to train hazard identification (Zhao & for safety training in the processing industry. In
Lucas, 2015; Le et al., 2015; Pedro, Le, & Park, their article, the authors analyzed simulated
2015). Pedro, Le and Park mention that this scenarios for emergency safety procedures in
technology has a positive effect in increasing the several industrial examples (e.g. chemical
engagement of the students participating in processes and oil and gas rigs). The authors
safety training. argue that a considerable economic investment
In the field of mining, an article is needed to implement safety procedure
(Grabowski & Jankowski, 2015), showed simulation training in VR compared to
promising results on the technology, with the traditional simulators: the starting costs are
miners reporting that the training was useful and higher due to the specialized expertise needed to
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference

create a good VR environment. However, physiological symptoms (simulator sickness)


according to Patle et al. (2019), the investment during the use of VR (Johnson, 2005). A further
brings added value and a significant return on possible drawback of the technology that could
investment. This is due to the ability to allow the crucially limit its adoption rate at this stage is
systematization of the knowledge, while the high rate of users that experiment
maintaining the experience, the expertise and the uncomfortable physiological symptoms when
skills inside the plan. Large-scale exposed to VR. A study investigating road
industries/processes that have higher risk factors safety training in VR (Deb et al. 2017) reported
may benefit more from an investment on VR- that approximately 11% of participants
based simulation training than small-scale participating to the study withdrew from the
industries. experiment due to simulator sickness
Many of the reviewed articles put their symptoms. Simulator sickness seems to be
emphasis on how VR can make work predicted by a number of factors, including
environments safer. In addition to a safe training age, sex, and previous use of similar
environment, VR training can be designed using technologies (Davis, Nesbitt, & Nalivaiko,
different potential hazard perspectives, and 2014), therefore it could be possible that some
operators can experience the effects of their workplaces or target-groups may be more
choices or actions (Higgins, 2017). The VR viable for the use of VR technology than
scenario gives the operators the freedom to fail, others. Furthermore, due to the recent
and to experience a simulation of the development of these technologies, little is
consequences of their actions. known about the health effects of long-term
The cost-effectiveness of the VR in usage of VR systems, and this aspect deserves
training is another often cited reason for future attention.
developing these environments (Grabowski &
Jankowski, 2015; Le, Pedro, & Park, 2015). The 3.1 Methods of measures and
hope is that VR training would reduce the cost Theoretical perspectives on safety
of real hands-on training. Traditional training The studies analyzed use mixed methods
sessions require, for example, the presence of an of evaluation of the effectiveness of the
instructor, and often long trips in working hours training, with few of them explicitly
for the employers to reach the training facilities. mentioning an attempt to quantitatively and
VR training could provide a valuable training objectively assess its performance (Colombo,
alternative that has a high starting cost (mainly Nazi, & Manca, 2014; Nazir & Manca, 2015;
for the developing of the software and the Li et al., 2018). Only one of them tried to use
purchase of hardware) but does not require the psychophysiological measurements (heart rate)
employers to move from their usual work to assess the impact of the training on users’
facility. The development of newer, more physiology (Nedet et al., 2016).
affordable, and more portable head-mounted VR None of the articles analyzed explicitly
equipment may facilitate the implementation of state the theoretical background for safety
these technologies in the near future. training using the safety categories theorized in
The articles in the literature also showed Hollnagel (2018). The authors of the present
the challenges that this technology faces at this article have evaluated every paper included in
stage. According with some studies (Bhoir & the review in light of the theoretical perspective
Esmaeili, 2015; Guo, Yu, & Skitmore, 2017) the of safety theory. From this evaluation, Safety I
current technological level is limiting the use of seem to be the safety theory more in the focus of
VR for safety application, and more needs to be the VR-based trainings, especially regarding
done both on technology and adoption. procedures to avoid procedural mistakes.
Moreover, Bhoir and Esmaeili (2015)
reported that experienced workers prefer 4 Conclusion
traditional training over VR. It is possible that The construction and chemical
different groups of employers may have industries are more active in studying the
different preferences for training. Furthermore, possibilities for the adoption of VR
more experienced workers are commonly older technologies, but attempts have also been
than younger ones, and therefore less reported in the mining and energy industries.
experienced with the use of modern visual The wide use of VR training for work safety in
technologies, and more susceptible to unpleasant these industries may be related to the high
Proceedings of the 30th European Safety and Reliability Conference and
the 15th Probabilistic Safety Assessment and Management Conference

intrinsic danger that operators are exposed to of development or cast doubt on the
when working with inflammable and pressurized effectiveness of training in VR (Bhoir &
chemicals or with heavy construction Esmaeili, 2015). The unpleasant symptoms often
machinery. A higher potential safety risk experienced by users may slow down the
justifies the higher starting costs of developing acceptance of the technology, and more needs to
complex VR scenes (as argued in Patle et al., be understood about the health consequences of
2019) long-term use of the technology.
Most of the reviewed articles reported The development and validation of more
that virtual reality training can somehow help objective measurements (as psychophysiological
people prepare for real life emergency scenarios. indexes), as well as other quantitative and
Furthermore, it has been argued that the use of qualitative measurement for the effect of VR
VR in the work environment will not only trainings may improve the reliability of the
improve worker behavior, increasing their risk reported findings. Furthermore, a good training
awareness during their real-life work, but could program may gain advantages from the inclusion
be also influence their routine behaviors in an of both Safety I and Safety II types of training
unconscious way, and therefore affect the safety perspectives, promoting a training that improves
culture (Rebelo et al. 2018). the ability to cope both with unexpected adverse
Some authors have pointed out the situations, and to train in regular work
immaturity of the technology at the current stage procedures.

teaching. Interactive Learning


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