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Applied Ergonomics 37 (2006) 555–561


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Ergonomics in Latin America: Background, trends and challenges


Marcelo M. Soares
ABERGO—Brazilian Association of Ergonomics, Federal University of Pernambuco, Department of Design, Centro de Artes e Comunicac- ão, Cidade
Universitária, 50.670-420 Recife – PE, Brazil

Abstract

This paper offers an introduction to ergonomics in Latin America through a brief overview of ergonomics practice in Argentina,
Brazil, Chile, Colombia, Mexico ,and Peru. It provides a short description of the history of ergonomics in each country, ergonomics
teaching, its organisation through the ergonomics associations, and some highlights of the areas of interest, and examples of ergonomics
practice.
r 2006 Elsevier Ltd. All rights reserved.

Keywords: History of ergonomics; Ergonomics education; Ergonomics development

1. Introduction to a group of people and companies since its beginning.


The theme of improvement of the quality of life in the
In Latin America, ergonomics took its first steps in workplace has been neglected due to issues such as
Brazil in the 1960s. Since then, there has been progressive industrial reconversion processes, privatisation, and infla-
development in the region. At present, there are various tion control (Hiba, 1991). As observed by Poy et al. (2006),
companies and research institutions that operate in several there is a renewed interest in ergonomics and, in particular,
Latin American countries. The number of Latin American the analysis of work activities. The author also highlights
ergonomists at international conferences promoted by IEA that, although there is a strong interest in ergonomics
has been growing considerably, and the number of studies within the educational institutions, ergonomics has not yet
reflects the current status of ergonomics in each country. been institutionalised in this country.
This paper offers a brief overview of ergonomics in The development of ergonomics in Argentina can be
Argentina, Brazil, Chile, Colombia, Mexico, and Peru. It described in four periods:
includes a short description of the history of ergonomics in
each country, the training of ergonomists, ergonomics 2.1. The first period (1950–1960)
teaching, areas of interest of ergonomists, and the
professional practice of ergonomics. Thus, this paper aims In this period, the Argentine Ergonomics Society was
to contribute to record keeping of the evolution of created to carry out investigations and teaching related to
ergonomics in Latin America, and to assist with the human work. This society organised congresses and
development of policies towards cooperation, ergonomics published a newsletter about ergonomics, but became
development, and mutual support among the several dormant in 1975. The interest in this period was focused on
associations of ergonomics. the health of workers and the physiological aspects of
human work.
2. Ergonomics in Argentina
2.2. The second period (1970s)
According to Poy et al. (2006), the development of
ergonomics in Argentina has been problematic and limited In this period, interest was focused initially on anthro-
pometrics and human–machine interactions. Manufactur-
E-mail address: marcelo2@nlink.com.br. ing companies such as Philips and companies in the

0003-6870/$ - see front matter r 2006 Elsevier Ltd. All rights reserved.
doi:10.1016/j.apergo.2006.04.014
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556 M.M. Soares / Applied Ergonomics 37 (2006) 555–561

automotive sector took an interest in the theme of and Workplace Safety, Social Science of Work, and
ergonomics, but the ergonomic changes, based on ‘com- Kinesiology.
mon sense’, were initiatives by their engineers and were An example of developments in the ergonomics science
kept within the companies, did not reach a wider audience. in Argentina is the study carried out by Neffa et al. (2005)
Another aspect of the 1970s was the setting up of various on the impact of corporate teletraining on workers’ health.
laboratories at universities such as those at the Universities Finally, the growing number of agreements for coopera-
of Rosario, La Plata, Cuyo, and Cordoba. tion and exchange with scientific-academic institutions, at
both the regional and international levels, result in
exchange of experience, translation of publications, parti-
2.3. The third period (1980s and 1990s)
cipation at congresses and seminars. Such activities
contribute to the development of ergonomics in this
Two aspects indicated the state of ergonomics in
country.
Argentina in the 1980s: the National Meetings of
Ergonomics Laboratories (RELAERGO), which were held
3. Ergonomics in Brazil
every four years until 1995; and the agreements for
scientific cooperation between Argentina and Germany,
The dissemination of ergonomics in Brazil has been
and between Argentina and France. Such agreements
established, according to Moraes and Soares (1989),
allowed Argentine engineers and doctors to graduate in
through six main episodes.
Germany and in France, and French ergonomists, e.g.
The first episode took place in the 1960s, in the
Wisner, Laville, Queinnec, Dessors, and Jaillet, to come to
Polytechnic School at the University of São Paulo, with
Argentina, invited by CEIL-CONICET. Thus, with the
the introduction of studies related to ergonomics on the
assistance of these researchers, the factors related to the
Manufacturing Engineering course. The experience was
organisation of work, and the assignment of activities was
replicated at other manufacturing engineering schools
introduced into Argentina for the first time. In 1990s, at the
across the country. During this period, the company
request of the telephone company workers’ union, an
GAPP (Associate Group for Research and Planning) was
ergonomics study was carried out to analyse the impact of
founded and started to offer consultancy services in
information technology processes on the health of opera-
ergonomics to various Brazilian companies, such as
tors. On this occasion, some ergonomists who had
Companhia Siderurgica Nacional and the METRO in Sao
graduated in France joined the research group. According
Paulo.
to Poy et al. (2006), this was the first time that the
The second episode took place at the beginning of the
ergonomics analysis of work activity was carried out
1970s, at the Federal University of Rio de Janeiro, with the
systematically in Argentina.
introduction of ergonomics teaching into the postgraduate
course of Manufacturing Engineering. Thus, this institu-
2.4. The fourth period (the present time) tion became a centre for dissemination of ergonomics
knowledge, producing several dissertations and theses on
On 30 July 2002, the Argentine Ergonomics Association the theme. In 1978, the first book on ergonomics written by
(ADEA)—www.adeargentina.org.ar—was re-established. a Brazilian author was published, Ergonomia: notas de
In the year following its foundation, ADEA was recognised classe (Ergonomics: class notes), by Professor Itiro Iida.
as affiliated to IEA. Since its foundation, ADEA has In 1971, the first doctorate thesis in ergonomics was
offered two conferences, Latin American Ergonomics defended in Brazil, at the University of São Paulo. The
Seminars, and hosted a meeting of ULAERGO (The Latin thesis, by Professor Itiro Iida, was entitled A ergonomia do
America Ergonomics Union). ADEA also has links with manejo (‘The ergonomics of handling’).
the Ministry of Health of the Nation and the Super- The third episode was located at the College of Industrial
intendence of Workplace Risks. Design, at the State University of Rio de Janeiro, with the
At present, the work of ergonomists in Argentina is introduction of ergonomics teaching, in 1976, into the
found mainly in the universities, companies of various industrial design course, according to the model of the Ülm
industrial sectors such as Peugeot, Fenix, Volkswaguen, School in Germany. Following this experience, ergonomics
Ford, Arcor, Kraft, Petrobras, Food, and workplace risk became a compulsory subject into industrial design courses
insurance companies. across the country. The role of ergonomics in the
In Argentina, ergonomics teaching is currently offered development of projects in industrial design and its
on two postgraduate courses, of 500 h each, at the Siglo inclusion in the curriculum of industrial design courses
XXI National University, in Cordoba,and at IRAM, in explains the great number of designers who are members of
Buenos Aires. Furthermore, the subject of ergonomics is ABERGO (Brazilian Association of Ergonomics). Inter-
taught (i) on the graduate courses in industrial design, estingly, this joining of ergonomics and design (?) takes
industrial engineering, kinesiology, physiology, and place only in Brazil. It is important to mention that this
psychology and (ii) on the postgraduate courses (masters distinctive feature marked the emphasis of Brazilian
and doctorate levels) in Occupational Medicine, Hygiene ergonomics on ergonomic design. It was only in the last
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decades that the international literature recognised the and currently has about 350 members from all regions
relationship designated ‘ergonomics and design’. across the country, from diverse educational backgrounds:
The fourth episode was identified through studies related e.g. business administration, architecture, social service,
to ergonomic psychology, with emphasis on visual percep- biology, industrial design, nursing studies, various en-
tion concepts applied to the study of traffic, training of gineering domains, physiotherapy, medicine, psychology,
drivers, and studies on motorway accidents at the occupational therapy, etc.
University of Sao Paulo, campus of Ribeirão Preto. ABERGO has eight Technical Groups in the various
The fifth episode took place at the Higher Institute of domains of ergonomics: Teaching and Graduation in
Studies and Psychosocial Research of Getúlio Vargas Ergonomics; Product Normalisation and Certification;
Foundation, in Rio de Janeiro. In 1974, this Institute Musculoskeletal Lesion Prevention/Rehabilitation; Ergo-
organised the 1st Brazilian Ergonomics Seminar, a hall- nomists’ Certification; Accessibility and Universal Design;
mark in the history of Brazilian ergonomics, and in 1975 Ergodesign and Product Usability; Information and
implemented the first Specialisation Course in Ergonomics Human–Computer Interaction; Occupational Biomecha-
in Brazil. This course was taken by several ergonomists, nics and Workplace Physiology, and Ergonomics of Built
who are currently teaching in various courses and working Environment.
on the establishment of ergonomics groups within compa- ABERGO has Scientific Council, comprising 20 re-
nies and academia. nowned senior researchers, which is the assistant agency to
The sixth episode was marked, still in the 1970s, by the the Executive Committee on the formulation and imple-
visit of Professor Alain Wisner from the Conservatoire mentation of policies for education, accreditation and
National des Arts et Métiers in France. Professor Wisner certification in ergonomics.
became a great supporter of Brazilian ergonomics and was Thirteen congresses in ergonomics have taken place in
responsible for the education, at postgraduate level, of Brazil, attended by around 500 participants and an
various Brazilian researchers who are currently responsible impressive number of international guests. The congresses
for the development of several research studies and are currently held every two years.
postgraduate programmes at Brazilian universities. The Soares (2005a), on the basis of an inventory of the
academic cooperation between Brazil and France resulted proceedings of Brazilian Congresses in Ergonomics (1999,
in a strong role of French ergonomics in the practice of a 2000, 2001, 2002, and 2004), states that the best-
great number of Brazilian ergonomists. Moraes (2002) researched fields in ergonomics in Brazil are: hospital
states that English ergonomics lost its opportunity to ergonomics, product ergonomics, industry ergonomics,
influence Brazilian ergonomics due to the lack of linkages ergonomics and services, ergonomics and built environ-
between British and American universities and Brazilian ment, ergonomics analysis of workplace, biomechanics,
universities in this field of knowledge. ergonomics and accessibility, ergonomics design, informa-
In Brazil, ergonomics is currently a taught module in tional ergonomics and HCI (?), and ergonomics and work
hundreds of graduate courses in the fields of industrial safety (Fig. 1).
design, architecture, manufacturing engineering, occupa- Some innovative developments in science in Brazil can be
tional therapy, odontology, psychology, etc. Several of found in the following examples:
these courses also offer master and doctorate degrees in The developments in human factors of information and
which ergonomics is one of the main fields of study of the communication technologies include studies on the predic-
postgraduation programme. These courses are taught at tion of information, interface, telework, and environmental
the federal and state Universities in the states of Rio de design carried out by Fonseca et al. (2002) and Moraes
Janeiro, Rio Grande do Sul, Santa Catarina, Paraı́ba, (2003); studies on web interface by Moraes and Teixeira
Pernambuco, Estadual de Sao Paulo, and at the Catholic (2003) and Padovani and Lansdale (2003), and studies on
University of Rio de Janeiro. Hundreds of doctorate theses communication technologies by Fialho et al. (2005) and
and master dissertations in ergonomics have been produced Vidal and Bonfatti (2003).
in these teaching and research institutions. Although Studies on psychosocial factors of sociotechnical systems
ergonomics has already been consolidated, academically were produced by (i) Carvalho et al. (2005) about a nuclear
speaking, in Brazil in the master and doctorate courses, the power plant; (ii) Santos et al. (1998) on anthropotechnol-
professional training of the ergonomists, who will do the ogy of the ergonomics production systems; and (iii) Diniz
fieldwork, takes place through specialisation courses of at et al. (2005) and Roberto et al. (2005) on knowledge
least 360 contact hours. management support for collaborative emergency response
At present, there are several ergonomics companies in and control systems.
Brazil and a great number of ergonomists working for Transport is an area that some Brazilian researchers
private and governmental companies in various areas, such have focused on lately. Studies on traffic control and
as metallurgy, steel industry, civil engineering, aviation, control operation were carried out by Moraes et al. (2002a,
informatics, energy. 2003). Ribeiro and Mont’Alvão (2005) have studied an
The Brazilian Association of Ergonomics (ABERGO)— ergonomics approach to efficiency in boarding, arrival and
www.abergo.org.br—was founded on 31st August 1983 the connection procedures.
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558 M.M. Soares / Applied Ergonomics 37 (2006) 555–561

80 70
70 58 56
60
50 42 40 37
40 32
27 25 25 25
30
20
10
0

Biomecanichs
and Services

Environment
Ergonomics

Ergonomics
Ergonomics

Ergonomics

Ergonomics

Ergonomics

Ergonomics

Ergonomics

Ergonomics

Ergonomics
Acessibility
Analisys of
Workplace

and Work
and Built

and HCI
Hospital

Industry
Product

Design

Safety
and

Info
Fig. 1. Best-researched themes in ergonomics in Brazil, according to the proceedings of congresses of ABERGO (Soares, 2005a, b, c).

Other authors have produced studies on usability, safety accreditation of specialisation courses in ergonomics are
of product, and methodology based on ergonomics. Some scheduled to take place shortly.
examples of such studies are those carried out by Moraes Brazil currently occupies a hegemonic position in Latin
et al. (2002b), Guimarães and Fogliatto (2001), and Soares American ergonomics and a renowned place compared
(2000). to other Portuguese and Spanish speaking countries.
Anthropometry and biomechanics are areas that have ABERGO has been affiliated with IEA (International
received much attention from Brazilian researchers over Ergonomics Association) since 1991.
the years. Some examples are: (i) anthropometric recom- In Brazil, the National Council of Ergonomics is the
mendations for the design of products and workstation by assistant agency to the Ministry of Labour and Employ-
Moraes and Quaresma (2000); (ii) studies on posture by ment on issues related to this field of knowledge. The
Souza and Coury (2005), Másculo et al. (2003), and Regulating Act No. 17 of the Ministry of Labour and
Másculo and Cárdia (2001); and (iii) studies on muscu- Employment regulates ergonomics practice in Brazil.
loskeletal disorders and body movements by Coury (2005),
Padula and Coury (2003), Coury et al. (2002), Coury and
Padula (2002), and Sande et al. (2001). 4. Ergonomics in Chile
Studies related to hospital ergonomics were carried by
Gomes et al. (2004), Galdino and Soares (2001) and Chilean ergonomics has been carried out by various
Gonc- alves et al. (2001). Barnes-Farrell et al. (2004) have laboratories of ergonomics that have developed relevant
carried out a comparative study on work ability for health work across the country. The first of them, later called
care in five countries, including Brazil. Ergonomics Unit, was set up in 1972 at the University of
Some innovative developments in the industry ergo- Concepción (Figueroa, 2002). This Ergonomics Unit
nomics sector were studied by Saurin and Guimarães developed pioneering work together with the fishing,
(2006), Másculo and Aversari (2003), and Soares et al. mining, and manufacturing sectors, with special attention
(2002). to the work in forests, which had international recognition.
The area of organisational design and management Besa (quoted by Figueroa, 2002) reports the analysis of
(ODAM) has been investigated in a number of studies in the first cases of tendonitis and tenossivitis in the Chilean
Brazil. Some examples of such studies are: Tamayo et al. Safety Association Company in 1985, which was carried
(2005) on competence and strategies for organisational out by a multidisciplinary team. In 1987, the same team set
intelligence; and Fischer et al. (2004), Sznelwar (2003), and up the Ergonomics Laboratory at the Catholic University
Fischer et al. (2001) on the analysis of the work process and of Chile, which carried out work together with CEPAL, the
organisation. United Nations agency in Chile, and carried out ergo-
Finally, it is worth considering the recent studies nomics analysis of the underground in Santiago. In 1992,
involving methodological and theoretical aspects of ergo- the Ergonomics Laboratory finished its activities.
nomics by Soares (2005b, c), Fogliatto and Guimarães Since 1988, the Ergonomic Centre and Workplace
(2004), Gomes et al. (2003) and Guimarães and Fogliatto Studies (CEYET) started carrying out specific investigation
(2000). into work in copper mines. Since its inception, this centre
In 2002, ABERGO created the Certification System of has become a meeting point for exchange among Chilean
Brazilian Ergonomist, which was the first experiment in ergonomists.
certification of ergonomists in Latin America. In Septem- At present, some companies, e.g. the Chilean Safety
ber 2004, the first Brazilian ergonomists were awarded the Association, Institute of Workplace Safety and Mutual de
certificate. There are currently 83 certified ergonomists in Seguridad, hire their own ergonomists. There are several
Brazil. The certification of groups and companies and the ergonomics consultancy companies in the country.
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Pérez (quoted by Figueroa, 2002) carried out a study to academic setting, both at the graduate and postgraduate
identify the rate of dissemination of ergonomics in the levels, in the following fields: ergonomics, occupational
educational institutions in Chile, and concluded that health and prevention of workplace risks. The majority of
ergonomics was taught on several graduation courses: the studies are related to physical ergonomics.
design, forest engineering, industrial project engineering,
odontology, psychology, and occupational therapy. Post- 6. Ergonomics in Mexico
graduation diplomas, consisting of 300 h courses, are
offered at the University of Concepción and the University The development of ergonomics in Mexico has sprung
Gabriela Mistral. from two sources. The visit by Professor Nils Lundgren in
The National Ergonomics Commission, an agency of the 1970, sponsored by the Centro Nacional de Productividad,
Ministry of Labour, and Welfare, is involved with the which encouraged interest in the field and the publication
study and regulation of heavy work. There are various of various materials on the theme, and the setting up of the
rules for ergonomics in Chile, including visual warning Association of Ergonomics, which worked precariously for
information, thermo commodity, evaluation of posture for a few years and died out shortly after that, but was
static work, school furniture, and information technology restarted in 1997.
work. Thus, The Ergonomists Society in Mexico (SEMAC)—
The Chilean Ergonomics Society (SOCHERGO)— www.semac.org.mx/—was re-founded in May 1997. On 20
http://sochergo.ergonomia.cl/—was founded on 30 Sep- November 1999, to mark the anniversary of the Mexican
tember 1988 and has 35 members to date. The Board Revolution, the 1st International Congress of Ergonomics
Meeting of IEA took place on 31 August and 1 September was held at Monterrey. Since then, SEMAC has offered
2002, and on 3 September the ULAERGO, the União seven annual congresses of ergonomics; the last one was
Latino Americana de Ergonomia (Latin America Ergo- held 3–5 November 2005 at Monterrey, Nuevo Leon. In
nomics Union), was founded in Santiago. 2001, SEMAC was recognised as a federated member of
IEA. At present, SEMAC has 105 members, including
5. Ergonomics in Colombia engineers, doctors, designers, psychologists and business
administrators.
Ergonomics is in its early stages in Colombia in the field At present, there are very few ergonomists in the vast
of risk prevention in the workplace through consultancy majority of companies in Mexico. Ergonomics work is
services contracted by Professional Risks Business Com- performed by engineers, doctors and designers.
panies. In the past couple of years, these companies, on Since 1974, the establishment of graduation courses in
their own initiative, have carried out ergonomics diagnostic industrial design generated a great interest in the field of
tests to bring about changes in work activities. ergonomics. Ergonomics teaching is offered through a few
The Colombian Ergonomics Society (SCE)—www. modules on the courses of industrial design, industrial
scergonomia.com—was set up on 24 May 1996 at the 1st engineering, and psychology, mainly in the universities at
Colombian Congress of Ergonomics, which was attended Guadalajara, Cidade do México and Monterrey.
by 240 participants. Although still young, the SCE has In the past year, SEMAC has cooperated with the
already made important contributions to Colombian Secretariat for Labour and Social Prevention to review
ergonomics: e.g. its representation as a scientific society ergonomic norms.
on the National Committee for Occupational Health;
acknowledgement as the assistant agency to the Ministry 7. Ergonomics in Peru
of Social Protection; its participation, along with the
Ministry of Social Protection, in policy making for the The Peruvian Society of Ergonomics (SOPERGO)—
development of ergonomics in the country; the formulation www.sopergo.com—was created on 14 April 2004 by a
of juridical norms of technical character for ergonomics in group of professionals who belonged to the Centre of Risk
the country; the hiring, on the part of the Colombian Prevention of social security of Peru. A few meetings have
Petroleum Company (ECOPETROL), for the creation and been organised with the support of the International
validation of directives on the company’s ergonomics Labour Organisation, the Institute for Health Labour
nationwide. and local universities. To date, SOPERGO has hosted
In addition to the 1st Colombian Congress of Ergo- three annual meetings and a few basic courses in
nomics, there have been four other congresses of ergo- ergonomics.
nomics. The last one took place at Medellin in 2004 on the In professional terms, there is no legislation on
theme of Ergonomics and the transfer of technology. ergonomics in Peru. A few multinational companies carry
At present, the educational provision for ergonomists in out intervention related to the evaluation of workstations.
Colombia is concentrated in two specialisation courses in Although there is no educational provision for ergonomists
ergonomics at the University El Bosque in Bogotá and at in Peru, the subject is offered in the Master programme in
the University of Antioquia in Medellı́n. The scientific Occupational Health at the National University Mayor de
research work in ergonomics is concentrated in the San Marcos and short courses are to be found at the
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