Correcting Working Postures in Industry: A Practical Method For Analysis

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ApplledErgonomtcs 1977, 8.

4, 199-201

Correcting working postures in


industry: A practical method
for analysis
Osmo Karhu*, Pekka Kansi** and Ilkka Kuorinka***
*
Department manager,OVAKO Oy, Helsinki, Finland
** MSc, Finnish Institute for Leadership,Helsinki, Finland
*** Assistant Director, Institute of Occupational Health, Departmentof Physiology, Helsinki, Finland
A practical method for identifying and evaluating poor working postures, ie, the Ovako
Working Posture Analysing System (OWAS), is presented. The method consists of two
parts. The first is an observational technique for evaluating working postures. It can be
used by work-study engineers in their daily routine and it gives reliable results after a
short training period. The second part of the method is a set of criteria for the redesign
of working methods and places. The criteria are based on evaluations made by
experienced workers and ergonomics experts. They take into consideration factors such
as health and safety, but the main emphasis is placed on the discomfort caused by the
working postures. The method has been extensively used in the steel company which
participated in its development. Complete production lines have already been redesigned
on the basis of information gathered from OWAS, the result being more comfortable
workplaces as well as a positive effect on production quality.

Introduction

When the problems of working postures in industry are


considered, the following two questions are important. What
is the most feasible way of analysing postures? How does
one know which postures are the poor ones, ie, how can
the postures be evaluated according to a chosen criterion?
The first question seems fairly easy to answer. The
features of a working situation can be observed (eg, Tippet,
1967) or photographed (Muybridge, 1887), or
chronocyclography, etc, can be used. The newest methods
available are automated, computer-based posture and
movement analysing systems. The posture analyser can
choose the method to be used according to his needs and
economical resources.
The problem of identifying and classifying poor working
postures seems more complicated. Scientific literature on
the ill effects of working postures is scant; well-controlled
epidemiological studies are few; and present knowledge is
mainly based on case reports and common sense. In the
earlier literature poor postures were connected with
physically heavy jobs, in which diseases of the musculoskeletal system were over-represented (Schr6ter, 1961).
Poor postures and the physical demands of the job were
regarded as the causes of the injuries. The relation between
ergonomic deficiencies in the workplace and diseases of
the musculoskeletal system has been demonstrated by
van Wely (1970), and illustrative case reports have been
published by Perrot (1961).
An analytical method for industry must meet the
following criteria: (a) it must be simple enough to be used

by ergonomically untrained personnel, (b) it must provide


unambiguous answers even if it results in over-simplification,
(c) it must also offer possibilities for correcting the oversimplified ergonomic approach. Continuity is gained if the
method can be incorporated into existing routine tasks.
The Ovako Working Posture Analysing System (OWAS)
has been planned to meet the preceding criteria for use by
work-study engineers. The engineers may use it as part of
their daily routine or as a separate analytical tool. The
method is based on work sampling (variable or constant
interval sampling), which provides the frequency of, and
time spent in, each posture. The postures are classified and
their discomfort assessed so that a systematic guide to
corrective action can be constructed. Occupational health
personnel participate in the use of OWAS and this procedure
helps to solve problems arising from a too rigid application
of the system.

Table 1: Schemeof the reliability evaluationof posturex


rs

Morning observation

Worker A
engineers

Afternoon observation

Worker B

Worker A

Worker B

"~

No 1

hI

h2

h3

h4

No 2

hs

h6

h7

hs

Applied Ergonomics December 1977

199

Classification of postures
The working postures were collected from photographic
material taken in several divisions of one steel factory. The
material covered most of the working postures typical for
a branch of heavy industry. The material was sorted to
form a classified system. The classification was based on
the subjective evaluation of discomfort and the health
effect of each posture, as well as the practicability of
observational analysis. The classification yielded 72 postures
(for some examples, see Fig. 1), the main grouping being
based on the general features (sitting, standing, etc.) and
the position of the back and arms. The classification
itself implied the existence of some postures which did
not appear in the original photographic material.

During a pilot study the practicability of the method was


tested. Twelve work-study engineers spent one week learning
the system. After this training they analysed 28 tasks in the
steel plant. The results were encouraging, and we proceeded
to the next phase of evaluating the reliability of the method.
During the pilot phase training material was also developed
for later teaching programmes.
During the reliability evaluation, 52 tasks were analysed
and a total of 36 240 observations were made (for the

(41

straight

bent

/1

~(1)

twisted

twisted

~==1, (2] ~==(~=~AN,~X-A.MPLE

statistical method used, see Ferguson, 1959). The scheme


and results of the reliability check are presented in Tables 1
and 2 respectively. The percentages in Table 2 describe
the inter-worker and inter-observer agreement as well as the
agreement between the morning and afternoon observations.
In general the reliability of the observations was fairly good
between the two work-study engineers. The figures indicate,
however, that the two workers who were observed doing
the same job used different postures on a large percentage
of occasions. From a theoretical point of view the concept
of reliability may need more clarification, but for practical
purposes the information presented here seems sufficient
to justify OWAS. The reliability of the work sampling
method has been discussed in other literature (eg, Ferguson,
1959).
Evaluation of the classified postures
In order to evaluate each posture from the point of view
of the discomfort caused and the effect on health, we
established a rating system with which 32 experienced steel
workers evaluated each position twice during the same
session. For each posture the workers were shown a male
manikin properly positioned as well as a schematic drawing.
The four-point rating scale which was employed had the
following extremes: "normal posture with no discomfort
and no effect on health" and "extremely bad posture,
short exposure leads to discomfort, ill effect on health
possible". From the workers' ratings a mean rating was
calculated for each posture and a rank order was established.
In general the distributions of the workers' ratings were
coherent. In some cases, however, a scattering of ratings
occurred. In order to provide these postures with a firm
rating, a small group of international ergonomists also rated
them. The final rating of each posture was formed from
the workers' ratings weighted by the evaluation of the
specialists.
O W A S as a tool for work-study engineers

both
limbs ~

one

s h o u l d e r level

q)

limb ~
claor
e h m t l d ~ level

(1]

~)

(~

'

/,

RACK:bent (2)
LIMBS:
both bek~

load~zgonboth
(41

(3)

(}

q)

slmtflderlevel(I]
LOWERLIMBS:
loadingon mxe
llmb, ]~neeli

Ioadfng o n both

(}

(5]

(l i 16)!

,!

(}

After each of the postures had been rated, they were


re-classified into four categories according to the results.
The first category contained the normal postures, the fourth
included those which were rated as the most uncomfortable,
and the other two were made up of the postures with
intermediate ratings. These categories, which have an
operative character, were named operative classes. Each
class has an implication for the work-study engineer, ie:
Class 1 = normal postures which do not need any special
attention, except in some special cases

(7)

Table 2: The medians and ranges of the percentage


agreement between the two workers, the two
work-study engineers, and the morning/afternoon

observations

loadingon one loading~


Fig. 1

200

one

both

limbs
tree

List of items classified by OWAS (the Ovako


Working Posture Analysing System). A code number
is given for each item. Each posture can be described
with a three-digit code. The example in the right
side of the figure, thus, can be represented by the
code 215.

Applied Ergonomics December 1977

Item

Median
%

Range
%

Workers A and B

69

23-88

Work-study
engineers 1 and 2

93

74-99

Morning/afternoon

86

70-100

Class 2 = postures must be considered during the next


regular check of working methods
Class 3 = postures need consideration in the near future
Class 4 = postures need immediate consideration
In practice the work-study engineer uses OWAS during
his daily routine. If postures are regarded as a special
problem, the method can of course be used separately. It
can also be applied by other personnel such as safety
engineers, health officers, etc, after they have been
appropriately trained.
Before OWAS can be useful as a tool for improving
working conditions, company policy towards working
conditions must be decided, Otherwise the work-study
engineer's use of OWAS has no meaning.
Experience w i t h O W A S

OWAS has been used for two years in the steel


company which developed it. The work-study engineers
make their analyses either during their daily routine or at
the request of production departments, health personnel or
workers. The results have led to improvements in comfort
in individual jobs and have greatly contributed to the
reconstruction of some production lines. For one difficult
task, bricklaying the deck of an electric arc oven, a
satisfactory solution was found with OWAS*. Trials to
solve the problem had earlier been made for many years
in vain. The effects of OWAS in improving health and safety
are currently being evaluated.
With OWAS a rapid registration and check of working
postures can be made with the use of a special formula and
* Case-study material on this exercise, illustrating the use
of OWAS. will be published in a future issue of Applied

Ergonomics.

decoding transparency. OWAS has proved to be handy and


easy to use. Observations can be made rapidly on postures
so that they can be classified into various groups and then
evaluated in terms of their desirability and need of attention,
by reference to the special formula and decoding
transparency. One by-product of OWAS has been a growing
interest in working conditions in the firm in which it has
been applied. The training material developed at the
beginning of the project has not only greatly added to-the
work-study personnel's knowledge of working postures but
also to that of production engineers.

References

Ferguson, G.A.
1959 'Statistical analysis in psychology and education'
McGraw-Hill Book Co, 264-275.
Muybridge, E.
1887 'The human figure in motion' (new edition 1955).
Dover Publications, New York.

Perrot, J.W.
1961 MedicalJournal of Australia 3, 73-82. Anatomical
factors in occupational trauma.
SchrSter, G.
1961 Aufbraucht und Abnutzungskrankheiten in 'Handbuch
der gesamten Arbeitsmedizin', ed E.W. Baader, Bd II,
2. Teilband, 448-472. Urban und Schwarzberg,
Berlin.
Tippet, L.M.C.
1967 In Hovi, Lehmuskoski, Ojanen.'Havainnointimenetelm/i
tytJntutkimuksessa'. Tietomies, Helsinki.

van Wely, P.
1970 Applied Ergonomics 1.5,262-269. Design and
disease.

Applied Ergonomics December 1977

201

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