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Introduction to Human
Factors and Ergonomics
Fourth Edition
Introduction to Human
Factors and Ergonomics
Fourth Edition
R. S. Bridger
CRC Press
Taylor & Francis Group
6000 Broken Sound Parkway NW, Suite 300
Boca Raton, FL 33487-2742
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Chapter 1 Human Factors and Ergonomics from the Earliest Times to the Present..................... 1
Core Knowledge: Understanding Human Factors and Ergonomics.............................1
Compatibility: Matching Demands to Capabilities.................................................. 1
Brief History of Ergonomics....................................................................................2
Scientific Management and Work Study.................................................................. 2
Human Relations and Occupational Psychology...................................................... 4
Hawthorne Experiments........................................................................................... 4
Sociotechnical Systems Theory............................................................................... 6
Participation.............................................................................................................. 7
Occupational Medicine............................................................................................. 7
Human Performance Psychology.............................................................................7
Operations Research................................................................................................. 8
Fit the Man to the Job versus Fitting the Job to the Man......................................... 8
Human Factors and Ergonomics..............................................................................9
Will Taylorism Ever Go Away? Modern Work Systems and Neo-Taylorism........ 10
Attempts to Humanize Work.................................................................................. 10
Success of Work Humanization Programs............................................................. 11
The Fourth Industrial Revolution........................................................................... 12
Basic Applications....................................................................................................... 12
Tools and Processes..................................................................................................... 14
HFE Checklists...................................................................................................... 14
Task Analysis.......................................................................................................... 19
Status of Risk Assessment and Design Tools......................................................... 23
Systems Integration.....................................................................................................24
Cost–Benefit Models and Methods.........................................................................24
Oxenburgh Productivity Model..............................................................................24
Prevention is Better Than Cure..............................................................................25
Examples of Industrial Ergonomics Programs.......................................................26
Economics of Participation....................................................................................28
Future Directions for HFE..........................................................................................28
Summary..................................................................................................................... 29
Tutorial Topics............................................................................................................. 29
Essays and Exercises................................................................................................... 29
v
vi Contents
Basic Applications....................................................................................................... 38
Standing.................................................................................................................. 38
Understanding Low Back Pain and the Role of HFE............................................. 41
Causes of Low Back Pain....................................................................................... 43
Back Pain and Muscular Fatigue............................................................................ 43
Psychosocial Factors and Physical Stressors.......................................................... 43
Can Low Back Pain Be Prevented?........................................................................44
HFE and the Musculoskeletal System in General..................................................46
Tools and Processes..................................................................................................... 47
Tolerance for Forces of Rapid Onset...................................................................... 47
Falls into Water...................................................................................................... 47
Tolerance for Collisions and Shocks...................................................................... 49
Shock...................................................................................................................... 49
Occupational Exposure to High Forces: How to Calculate Spinal
Compression...................................................................................................... 50
Spinal Compression Tolerance Limits.................................................................... 55
Measurement of Musculoskeletal Pain in the Workplace...................................... 57
System Integration....................................................................................................... 57
Analyze Legacy Data............................................................................................. 57
Proactive Approach to Prevention.......................................................................... 59
High Costs of Injury............................................................................................... 59
Role of Occupational Factors.................................................................................60
Research Directions.................................................................................................... 61
Summary..................................................................................................................... 61
Tutorial Topics............................................................................................................. 61
Essays and Exercises................................................................................................... 62
Chapter 8 Job Demands, Health, and Well-Being for a Changing Population.......................... 283
Core Knowledge: Workload, Fitness for Work, and Health...................................... 283
Energy Costs of Physical Activities...................................................................... 283
Fitness for Work................................................................................................... 287
Fitness and Health........................................................................................... 287
Metabolic Demands and Food Consumption....................................................... 287
Physical Inactivity: A Major Challenge to Public Health and Employee
Well-Being............................................................................................................ 288
xii Contents
Automation...................................................................................................... 483
Cursor Control Devices................................................................................... 483
Position Effects When Viewing Simultaneous Displays...................................... 483
Basic Applications: Designing Displays and Controls to Support System 1............ 483
Key Principles for Display Design....................................................................... 483
Design to Promote Figure–Ground Differentiation........................................ 483
Enhance Contours............................................................................................484
Promote Closure..............................................................................................484
Use Skeuomorphs............................................................................................ 486
Grouping.......................................................................................................... 487
Color................................................................................................................ 489
Resolution of Detail: Object Size and Viewing Distance..................................... 490
Color Coding of Dials...................................................................................... 490
Digital Displays............................................................................................... 490
Multiple Displays and Control Rooms............................................................. 491
Guiding Visual Search in Complex Displays....................................................... 492
Maps and Navigation Aids.............................................................................. 492
Three-Dimensional Displays........................................................................... 493
Head-Mounted Displays.................................................................................. 494
HMDs and Space Navigation.......................................................................... 495
Auditory Displays................................................................................................. 495
Synthetic Speech.............................................................................................. 495
Auditory Warnings and Cues.......................................................................... 496
Auditory Cueing in Visual Search................................................................... 497
Advantages of Auditory Displays.................................................................... 497
Voice Warnings................................................................................................ 497
Representational Warnings and Displays........................................................ 498
Auditory Alarms: Compatibility with Other Auditory Displays..................... 498
Haptic (“Tactile”) Displays.............................................................................. 498
Design of Controls................................................................................................ 499
Vehicle Controls.............................................................................................. 499
Control Distinctiveness....................................................................................500
Keyboards........................................................................................................500
Pointing Devices.............................................................................................. 501
Touchscreens.................................................................................................... 503
Voice Control........................................................................................................504
Problems the Voice Recognizer Faces.............................................................504
Hearing Lips and Seeing Voices......................................................................504
Tools and Processes................................................................................................... 505
Avoid Spatial Transformations.............................................................................509
System Integration..................................................................................................... 510
Control Room Design........................................................................................... 510
Displays and Controls in Complex Systems......................................................... 510
Status of Ergonomic Principles Used in Control and Display Design................. 510
Effectiveness and Cost-Effectiveness................................................................... 511
Specialist Soft Keyboards for Improved Productivity.......................................... 511
Warnings............................................................................................................... 512
Research Issues......................................................................................................... 512
Summary................................................................................................................... 513
Tutorial Topics........................................................................................................... 514
Essays and Exercises................................................................................................. 514
Contents xix
Motivation........................................................................................................ 621
Job Enlargement and Job Enrichment............................................................. 621
Job Enrichment................................................................................................ 621
Job Satisfaction................................................................................................ 622
Evidence for the Effectiveness of Job Design...................................................... 623
Aggregate Levels of Job Satisfaction............................................................... 623
Other Psychosocial Stressors and Stress Buffers................................................. 623
General Principles of Stress Management........................................................... 624
New Ways of Working..................................................................................... 625
Tools and Processes................................................................................................... 625
Questionnaire Design in HFE.............................................................................. 625
More about Reliability and Validity..................................................................... 626
Assessing Reliability and Validity: Pilot Studies Are Essential.......................... 627
A Structured Approach to Questionnaire Design................................................ 629
Generation of Items for Questionnaires........................................................... 629
Wording of Items............................................................................................. 629
Sources of Bias in the Design of Experiments, Surveys, and Field Trials........... 632
Subject Reactivity............................................................................................ 632
Experimenter Effects....................................................................................... 633
Placebo Effect.................................................................................................. 633
Reduction of Bias in Field Trials, and Surveys.................................................... 634
Survey Design in HFE.......................................................................................... 634
Sample Size and Participant Response Rates....................................................... 634
Reasons for Nonresponse and How to Improve Response Rates.................... 635
Tactics to Maximize Response Rates.............................................................. 635
Reduction of Bias in Surveys........................................................................... 635
How to Deal with Low Response Rates............................................................... 637
The Deterministic Model................................................................................ 637
The Stochastic Model...................................................................................... 638
Multiple Surveys and Repeats.............................................................................. 639
Computer-Administered Questionnaires and Internet Surveys............................ 639
Big Data................................................................................................................640
System Integration.....................................................................................................640
Economic Growth and Environmental Pressure: Putting HFE “Back
in the Box”............................................................................................................ 641
Containerization—A Worked Example........................................................... 642
Influencing What Happens at the End of the Chain............................................. 642
Barriers to Sustainable Behavior: Temporal Discounting.................................... 642
Underweighting the Future.............................................................................. 643
Population Growth and Immigration...................................................................644
Research Directions..................................................................................................644
Summary................................................................................................................... 645
Tutorial Topics........................................................................................................... 645
Essays and Exercises................................................................................................. 645
Systems design
Integrate Validate
Human factors
and ergonomics
Evaluate Ameliorate
xxiii
xxiv Preface
Organisation
General environment
L
E Lighting;
G thermal conditions; noise; vibration
A
E
L
Age; C
Display(s) Sensory O
F (artificial) mechanisms training; S
R Task
Central motivation; Y
A output
processor S
M (real Feedback mental and T
E display) Effector physical E
W Control(s)
Force mechanisms M
O workload
R
K Workplace design; controls and
display design; posture
Immediate environment
Social environment
System integration
Basic applications
Core knowledge
preferably before the system is accepted for use. Cost-effectiveness arguments can be used during
the design process and afterward to promote proper integration of HFE into the system and counter
the arguments that inevitably arise when requirements are “traded-off” against each other.
In revising a textbook such as this, a compromise has to be made between presenting the latest
research, without knowing how long it will be relevant and preserving the best research of the past
without turning this book into a museum. Readers of previous editions will find much that is famil-
iar: a focus on core knowledge across HFE; citations of classic research; examples of statistical;
and other methods such as risk assessment tools—all of which are essential and widely used today.
As core application areas mature and as tools are better validated, the need for lengthy discussions
of supportive research diminishes and the need for explanation and validation of methods increases.
Similarly, changing content reflects a changing world as the need for material on “information
technology” is superseded by the need for more discussion of the Internet and issues such as sustain-
ability; similarly, the traditional emphasis on physically demanding work gives way to the problems
of occupational inactivity and associated problems such as obesity.
R. S. Bridger
Consultant in Human Factors and Ergonomics
Hampshire, United Kingdom
www.rsbridger.com
August 8, 2017
Author
Dr. R. S. Bridger is an independent consultant and educationalist in human factors and ergonom-
ics. He is author of more than 250 articles, conference papers and official reports. He acts as an
expert witness in personal injury litigation, provides support in human factors to official inquiries
into major accidents and presents workshops and seminars on his work to international audiences.
To view Dr. Bridger’s profile and services, and to contact him for further advice, please visit his
website: www.rsbridger.com.
To discuss academic support, training courses and workshops contact Mrs. B. E. Parodi at
knowledgesharingevents@gmail.com.
xxvii
Another random document with
no related content on Scribd:
“One of our troubles is with smuggled liquor. We try especially to
keep it from the Indians, but nevertheless it gets in. In one instance
bottles of whisky were shipped to the Yukon inside the carcasses of
dressed hogs. In another a woman contrived a rubber sleeve, which
she filled with whisky. All one had to do for a drink was to give her
arm a hard squeeze.”
I asked how it was that the Mounted Police are so feared by bad
characters that this whole territory can be controlled by a handful of
them. The officer replied:
“Every man in frontier Canada knows that if he is wanted by the
Mounted Police, they are sure to get him. A fugitive from justice
could very easily kill one of our men sent after him, but he realizes
that if he does so, another will follow, and as many more as are
necessary until he is brought in. I have seen constables arrest men
of twice their weight and strength, and have had one or two men
round up a mob and bring them all to jail. This is true not only of our
own bad men, but also of those who come across from Alaska. They
may be dangerous on the other side of the border, but they are
always gentle enough when they get here.
“The big thing that helps us,” concluded the head of the police,
“is that the government supports us up to the limit. For example, it
cost us two hundred thousand dollars to convict in one famous
murder case, but it was done and the guilty man hanged. Ottawa
always tells us that it is prepared to spend any amount of money
rather than have a murderer go unpunished. It is that policy that
enables us to keep order here.”
THE END
SEEING THE WORLD
WITH
Frank G. Carpenter
Doubleday, Page & Company, in response to the demand from
Carpenter readers, are now publishing the complete story of
CARPENTER’S WORLD TRAVELS, of which this book is the tenth
in the series. Those now available are:
Farm labour, how obtained for the Canadian wheat fields, 184.
Farmers, American, movement to the Canadian wheat belt, 193.
Farmhouses, well built in Nova Scotia, 38.
Farming, on the edge of the Arctic, Fisheries, of Newfoundland, 13;
of Nova Scotia, 36.
Fisheries of British Columbia, extent of, 230.
Fishermen, Newfoundland, their hard lives and small incomes, 20.
Fishermen’s Protective Union, activities of, 21.
Flax seed, production in the Winnipeg district, 149.
Fleming, Peter, plans harbour development of Montreal, 62.
Floating dry dock, at Prince Rupert, 229.
Flour industry, location of principal mills, 186.
Football, popular in Toronto, 101.
Forest fires and protective measures, 89.
Forest reserves, set aside by government of Ontario, 139.
Forests, denudation of Canadian, 88.
Fort Garry, present site of Winnipeg, 151.
Fort McMurray, on the route to the new oil fields, 203.
Fort Norman, trading post for the new oil region, 203.
Fort Smith, capital of the Northwest Territories, 203.
Fort Vermillion, last herd of wild wood buffalo reported near, 202.
Fort William, the great wheat centre, 135, 141.
Fox, Black, price of fur declining since advent of fur farming, 173.
Fox farms on Prince Edward Island, 40;
near Indian Lorette, Quebec, 44.
Fraser River, gold discoveries on, the first in British Columbia, 223.
Freighters, Lake Superior, 146.
French, dispute British claims to Newfoundland fisheries, 14;
attempts to hold Nova Scotia, 15;
driven from Cape Breton Island, 39.
French, the language of Quebec, 49.
French Canada—Quebec, 42.
French Catholicism, Quebec the American capital of, 57.
Fruit growing in the Okanagan Valley, British Columbia, 224.
Fundy, Bay of, the forty-foot tides of, 38.
Fur, and the great organizations concerned in its marketing, 166 et
seq.