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This is a reprint of a Cochrane protocol, prepared and maintained by The Cochrane Collaboration and published in The Cochrane
Library 2010, Issue 7
http://www.thecochranelibrary.com
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol)
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
TABLE OF CONTENTS
HEADER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
ABSTRACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
BACKGROUND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
OBJECTIVES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
METHODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
ACKNOWLEDGEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
REFERENCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
APPENDICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
WHAT’S NEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
HISTORY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
CONTRIBUTIONS OF AUTHORS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
DECLARATIONS OF INTEREST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SOURCES OF SUPPORT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) i
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
[Intervention Protocol]
Contact address: Victor CW Hoe, Department of Social and Preventive Medicine, University of Malaya, Pantai Valley, Kuala Lumpur,
50603, Malaysia. victor.hoe@monash.edu. victorhoe@um.edu.my.
Citation: Hoe VCW, Kelsall HL, Urquhart DM, Sim MR. Ergonomic design and training for preventing work-related musculoskeletal
disorders of the upper limb and neck in adults. Cochrane Database of Systematic Reviews 2010, Issue 7. Art. No.: CD008570. DOI:
10.1002/14651858.CD008570.
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
ABSTRACT
This is the protocol for a review and there is no abstract. The objectives are as follows:
To assess the effects of workplace ergonomic design and/or training interventions for the prevention of work-related musculoskeletal
disorders of the upper limb and neck in adults.
This review aims to make the following main comparisons:
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 1
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
BACKGROUND
work, low job security, little social support) (Bernard 1997; Buckle
1997; Marras 2009; NIOSH 2001; Shanahan 2006; Yassi 1997).
Description of the condition
Work-related musculoskeletal disorders are the most common oc-
Description of the intervention
cupational disorders around the world, and have been recognised
as a problem since the 17th century (Ramazzini 1964). Other Ergonomics as defined by the International Ergonomics
general terms for these disorders include repetitive strain injury, Association is the scientific discipline concerned with the under-
occupational overuse syndrome and cumulative trauma disorders standing of the interactions among humans and other elements
(Yassi 1997). Work-related upper limb musculoskeletal disorders of a system. Ergonomics in the workplace refers to interactions
(WRULDs) are work-related musculoskeletal disorders of the neck among workers and other elements in the working environment.
and upper limbs, which include the shoulders, upper arms, elbows, It is essentially about fitting the job to the worker.
forearms, wrists and hands (Buckle 1999). These are also known as Ergonomic design refers to the design of workplace equipment
complaints of the arm, neck and/or shoulder (CANS) (Huisstede and the work environment; for example, equipment design (e.g.
2006). WRULDs can be divided into specific conditions with clear keyboard, mouse, hand tools), workplace design (e.g. work sta-
diagnostic criteria and pathological findings, which include ten- tions, visual display units, lighting), and job design (e.g. work
don-related disorders (e.g. tendonitis), peripheral-nerve entrap- pace, work-rest cycle).
ment (e.g. carpal tunnel syndrome), neurovascular/vascular dis- Ergonomic training includes training in the identification of risk
orders (e.g. hand-arm vibration syndrome) and joint/joint-cap- factors for WRULDs, proper work practice, selection of appro-
sule disorders (e.g. osteoarthritis) or non-specific conditions where priate equipment, correct use of equipment and work station ad-
the main complaint is pain and/or tenderness with limited or no justment. Ergonomic design and training interventions have been
pathological findings (Buckle 1997; Yassi 1997). heavily promoted for the prevention of WRULDs (NIOSH 1997;
The prevalence of WRULDs varies considerably across occupa- NIOSH 2001).
tions and working populations. A review paper of epidemiologi-
cal studies found the point prevalence of upper-extremity muscu-
loskeletal disorders in workers ranged from 27% to 47%, and the How the intervention might work
12-month prevalence ranged from 12% to 41% (Huisstede 2006).
Many studies have found that ergonomic factors correlate with
The annual prevalence of neck pain ranged from 19% to 48%
musculoskeletal symptoms (Bernard 1994; Bonfiglioli 2006;
(Buckle 1999; Cote 2008). Other studies found the prevalence of
Ortiz-Hernandez 2003; Szeto 2009; Werner 2005). Adjusting
upper limb pain in the working population to range from 12%
ergonomic factors (such as the design of workplace equipment
to 30% (Bernard 1997; Buckle 1999; Engels 1996; Smith 2004)
and/or the work environment) to reduce the physical and mental
The reasons for the wide variance in the reported prevalence of
load on workers is likely to reduce the risk of workers develop-
WRULDs include: the absence of a universally accepted defini-
ing WRULDs. For example, the use of a split keyboard has been
tion, the use of different diagnostic criteria (e.g. self reported or
found to reduce the severity of pain in computer users with mus-
medical examination), and studies conducted on different popu-
culoskeletal disorders (Tittiranonda 1999). Ergonomic training is
lations (Buckle 1999; Huisstede 2006).
also focused on modifying risk factors through education and em-
The estimated cost of WRULDs in the European Union is be-
powerment of workers.
tween 0.5% and 2% of gross national product (Buckle 1999). In
Australia, disorders of the muscles, tendons and soft tissue (exclud-
ing back pain) are estimated to cost AUD519 million or 17% of
the total health system costs (Mathers 1999). In the United King-
Why it is important to do this review
dom, musculoskeletal disorders were recorded as the second high- In a systematic review of interventions for the prevention and treat-
est reason for sickness certification, with an average of 22.84 sick- ment of WRULDs, Boocock et al reviewed papers published be-
ness certificates being issued per 1000 person years (Wynne-Jones tween 1999 and 2004 (Boocock 2007). Boocock 2007 concluded
2009). In the United States, 52% of the total lost work days were that there was some evidence to support the use of mechanical
due to musculoskeletal disorders, and in Sweden WRULDs con- and modifier interventions for preventing and managing neck/
stituted 15% of all sick-leave days and 18% of all sickness pensions upper extremity musculoskeletal conditions. However, as well as
(Buckle 1999). randomised controlled trials, Boocock 2007 included other study
The risk factors for developing WRULDs include individual fac- designs that are at greater risk of bias. Our review will extend and
tors (e.g. inadequate strength, poor posture), physical require- update the search period and consider all published and unpub-
ments at the workplace (e.g. work requiring prolonged static pos- lished randomised and quasi-randomised trials investigating the
ture, highly repetitive work, use of vibrating tools), and organi- use of ergonomic design and training programs for the prevention
sational and psychosocial factors (e.g. poor work-rest cycle, shift of WRULDs.
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 2
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
OBJECTIVES WRULDs will be included. Excluded will be studies testing er-
gonomic design and training for the treatment of individuals di-
To assess the effects of workplace ergonomic design and/or training
agnosed with WRULDs or for prevention of WRULDs outside
interventions for the prevention of work-related musculoskeletal
the workplace.
disorders of the upper limb and neck in adults.
This review aims to make the following main comparisons: Interventions and specific comparisons to be made
The interventions will include the use of ergonomically de-
1. Ergonomically designed equipment or environmental signed equipment, ergonomically designed environment (includ-
interventions versus no or placebo intervention; ing workplace and job design), ergonomic training and any combi-
nation of these. The interventions can be broadly classified as single
2. Ergonomically designed equipment or environmental
interventions (e.g. special computer mouse/ keyboard), multiple
intervention versus another intervention;
component interventions (e.g. special computer mouse/keyboard
3. Ergonomic training versus no or placebo training; and with ergonomic training) or multifactorial interventions (e.g. ad-
dressing several aspects/ risk factors at once).
4. A combination of ergonomically designed equipment or The specific comparisons will include comparisons of: a single
environmental interventions or ergonomic training versus a intervention versus another single intervention; multiple compo-
single intervention or a different combination of interventions. nent interventions versus single interventions; and different multi-
component or multifactorial interventions.
Primary outcomes
Criteria for considering studies for this review The primary outcomes will be:
1. Number of people with newly diagnosed or verified WRULDs
(incident cases).
Types of studies 2. Complaints or symptoms of pain or discomfort in the upper
Randomised controlled trials (RCTs), quasi-randomised trials limb and/or neck using a dichotomy scale (e.g. yes/no), Likert
(methods of allocating participants to a treatment which are not scale, visual analogue scale or any similar scale measuring pain or
strictly at random; e.g. date of birth, hospital record number or discomfort.
alternative) and cluster RCTs (i.e. where the unit of randomisation 3. Work-related function as measured by number of work days lost,
is a group of people such as people working in the same office or loss of or change in job, work disability and level of functioning.
shift rather than individual workers). For the lattermost, preference will be given to validated outcome
measures (e.g. DASH: Disability of the Arm, Shoulder, and Hand
questionnaire (Kitis 2009))
Types of participants
Participants are adults working at the time of the intervention, Secondary outcomes
exposed to risk factors for WRULDs in their workplace. Because Secondary outcomes will include change in productivity, costs (in-
the review is focused on prevention of WRULDs, the majority of cluding costs of implementation of the intervention and treat-
participants (around 75% or more) should be free of WRULDs ment/rehabilitation costs for workers with pain/disability) and
at the time of the intervention. The study should be conducted in compliance (attitude and practice).
the workplace or work-related venues.
We will exclude studies evaluating treatment interventions for peo-
ple with established WRULDs (this will be covered in the replace- Search methods for identification of studies
ment review to Verhagen 2009), as well as those that focus on reha-
bilitation of people with acute or chronic conditions (e.g. trauma,
neoplasm, and inflammatory or neurological diseases). Electronic searches
We will search the Cochrane Bone, Joint and Muscle Trauma
Group Specialised Register (to present), the Cochrane Occupa-
Types of interventions tional Health Field’s Register (to present), the Cochrane Cen-
Studies examining at least one ergonomic design and/or train- tral Register of Controlled Trials (The Cochrane Library, cur-
ing intervention at the workplace aimed at the prevention of rent issue), MEDLINE (1950 to present), EMBASE (1980 to
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 3
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
present), CINAHL (1982 to present), SPORTDiscus (1949 to analysis will be performed using Review Manager 5 (RevMan
present), AMED (1985 to present), Physiotherapy Evidence 2008) software.
Database (PEDro) and the Science Citation Index (ISI) (Web We will contact corresponding authors to obtain further infor-
of Science expanded 1900 to present). We will also search the mation on study methods and relevant unpublished data, such
US Centers for Disease Control and Prevention, the National as summary statistics, if these are not included in the published
Institute for Occupational Safety and Health (NIOSHTIC-2) reports.
database, and the International Occupational Safety and Health
Information Centre (CIS) database.
The following websites will be searched to identify addi- Assessment of risk of bias in included studies
tional unpublished and ongoing studies: World Health Orga-
nization International Clinical Trials Registry Platform; Current The risk of bias of included studies will be independently assessed
Controlled Trials; Centre Watch; Trials Central; UK by two review authors (VCWH and DMU), using The Cochrane
National Research Register (NRR) Archive; and the USA Cen- Collaboration’s ’Risk of bias’ tool (Appendix 2) (Higgins 2009).
ters for Disease Control and Prevention’s National Institute for We will assess the risk of bias associated with a) blinding and b)
Occupational Safety and Health (NIOSH) website. completeness of outcomes for self-reported outcomes and objec-
No language restrictions will be applied. tive outcomes separately. Each study will be graded for risk of bias
In MEDLINE, the search strategy will be combined with the sen- in each of the following domains: sequence generation, allocation
sitivity- and precision-maximising version of the Cochrane Highly concealment, blinding, incomplete outcome data, selective out-
Sensitive Search Strategy for identifying randomised controlled come reporting and ’other’ such as contamination bias. Disagree-
trials (Lefebvre 2009) (see Appendix 1). The search strategy will ments between authors regarding the risk of bias for domains will
be modified for use in other databases. be resolved by consensus. A risk of bias table will be generated for
each study (Higgins 2009).
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 4
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
Assessment of heterogeneity lifting, manual handling jobs primarily working with hand tools,
Heterogeneity will be assessed by visual inspection of the forest plot manual handling jobs primarily involving working above
(analysis) along with consideration of the test for heterogeneity shoulder height;
and the I² statistic (Higgins 2003). 2. type of setting: for example, office setting, factory or
assembly line setting, outdoor setting;
3. gender
Assessment of reporting biases 4. rigour of outcome measurement (e.g. active surveillance
If sufficient data are available, assessment of publication bias will with verification versus less satisfactory methods)
be performed using a funnel plot. Test of interaction will be used to establish whether the subgroups
are statistically significantly different from one another (Altman
2003).
Data synthesis
If data are available and if considered appropriate, results of com-
parable groups of studies will be pooled. The judgement of suit- Sensitivity analysis
ability for pooling will include consideration of the comparability Where possible, sensitivity analyses will be conducted to exam-
of the interventions being compared, the setting (e.g. office, as- ine various aspects of trial and review methodology, including the
sembly line), the type of job (e.g. VDU operator, assembly line, effects of missing data, study quality (specifically allocation con-
manual worker), and outcome measures and measurement (e.g. cealment and outcome assessor blinding), and inclusion of studies
timing of follow-up). Initially the fixed-effect model and 95% CIs only reported in abstracts or unpublished reports.
will be used. The random-effects model will be considered where
there is unexplained heterogeneity.
REFERENCES
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 6
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
among auto assembly workers. Journal of Occupational
Rehabilitation 2005;15(3):393–400. [MEDLINE:
16119229]
Wynne-Jones 2009
Wynne-Jones G, Mallen CD, Mottram S, Main CJ, Dunn
KM. Identification of UK sickness certification rates,
standardised for age and sex. British Journal of General
Practice 2009;59(564):510–6. [MEDLINE: 19566999]
Yassi 1997
Yassi A. Repetitive strain injuries. Lancet 1997;349(9056):
943–7. [MEDLINE: 9093264]
∗
Indicates the major publication for the study
APPENDICES
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 8
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
Appendix 2. Risk of bias tool
Sequence generation Describe the method used to generate the Was the allocation sequence adequately
allocation sequence in sufficient detail to generated?
allow an assessment of whether it should Yes/ No/ Unclear
produce comparable groups
Allocation concealment Describe the method used to conceal the Was allocation adequately concealed?
allocation sequence in sufficient detail to Yes/ No/ Unclear
determine whether intervention allocations
could have been foreseen in advance of, or
during, enrolment
Blinding of participants, personnel and Describe all measures used, if any, to blind Was knowledge of the allocated inter-
outcome assessors Assessments should be study participants and personnel from vention adequately prevented during the
made for each main outcome (or class of out- knowledge of which intervention a partici- study?
comes). pant received. Provide any information re- Yes/ No/ Unclear
lating to whether the intended blinding was
effective
Incomplete outcome data Assessments Describe the completeness of outcome data Were incomplete outcome data adequately
should be made for each main outcome (or for each main outcome, including attri- addressed?
class of outcomes). tion and exclusions from the analysis. State Yes/ No/ Unclear
whether attrition and exclusions were re-
ported, the numbers in each intervention
group (compared with total randomised
participants), reasons for attrition/exclu-
sions where reported, and any re-inclusions
in analyses performed by the review authors
Selective outcome reporting State how the possibility of selective out- Are reports of the study free of suggestion
come reporting was examined by the review of selective outcome reporting?
authors, and what was found Yes/ No/ Unclear
Other sources of bias State any important concerns about bias Was the study apparently free of other prob-
not addressed in the other domains in the lems that could put it at a high risk of bias?
tool Yes/ No/ Unclear
If particular questions/entries were pre-
specified in the review’s protocol, responses
should be provided for each question/entry
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 9
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.
WHAT’S NEW
28 July 2010 Amended The order of the authors has been amended.
HISTORY
Protocol first published: Issue 7, 2010
CONTRIBUTIONS OF AUTHORS
The principal author (VCWH) initiated and planned the review. All authors (VCWH, HLK, DMU and MRS) were involved in writing
the protocol. The principal author (VCWH) developed the search strategy in association with Lesley Gillespie of the Cochrane Bone,
Joint and Muscle Trauma Group.
DECLARATIONS OF INTEREST
None known.
SOURCES OF SUPPORT
Internal sources
• University of Malaya, Kuala Lumpur, Malaysia.
• Department of Epidemiology & Preventive Medicine, Monash University, Melbourne, Australia.
External sources
• Ministry of Higher Education’s Academic Training Scheme, Malaysia.
• National Health and Medical Research Council’s Public Health Postdoctoral Fellowship, Australia.
• National Health and Medical Research Council’s Public Health Capacity Building Grant, Australia.
Ergonomic design and training for preventing work-related musculoskeletal disorders of the upper limb and neck in adults (Protocol) 10
Copyright © 2010 The Cochrane Collaboration. Published by John Wiley & Sons, Ltd.