ergonomics in rehabilitation phd katiacosta-black dec 2008

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    Ergonomics in the rehabilitation of low

    back disability cases: t owards developmentof an evaluation framework that fosters teamcollaboration

    Ktia M. Costa BlackDecember 12 th 2008

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    ErgonomicsOccupationalRehabilitation

    Main

    Disciplines

    RehabilitationErgonomics

    Industrial EngineeringOccupational Psychology

    Qualitative Research

    Program Evaluation Research

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    P resentation P lanI. Introduction

    What is the problem? What is known about the problem? Why is there a problem? What is unknown about the problem?

    II. Research Objectives Primary objective Key assumptions

    Secondary objectives

    III. Methodology & Results Study 1 Study 2 Study 3

    IV. Final Results The framework

    V. Discussion Remarks on each study General discussion Limitations of the framework Conclusion

    Recommendations for future research

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    I . Introduction

    What is the problem?What is known about the problem?Why is there a problem?What is unknown about the problem?

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    W hat is the problem ?

    Facts about LBD:Affects 80% of population;5-9% with persistent problem = $;

    More than 1% of lost GNP, mostly fromback disability;Main cause of worker compensationclaims;

    100+ associated factors.

    LBD is a complex phenomenon and must be consideredfrom a transdisciplinary perspective (Schultz et al 2007 )

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    W hat is know n about the problem?

    Success factors:Early return-to-work;Proactive disability management;Close link to the workplace;Involve all stakeholders in the RTW process;Apply ergonomics to rehabilitation.

    Workplace centered rehabilitation programs arerecognized as effective in reducing the economic

    and human costs of LBD

    Workplace centered rehabilitation programs arerecognized as effective in reducing the economic

    and human costs of LBD

    Halpern 1993Baril et al 2003

    Loisel & Durand 2003Franche et al 2005

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    PREVICAP: an exemple

    Loisel et al 1998;Durand et al 2003

    Evidence-Based (EB) programUses an interdisciplinary/inter-organizational approachPlaces the rehab process in the workplace

    PREVICAP interventionControl group

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    W hy is there a problem?

    1. Disability and RTW

    2. Work as rehabilitation

    3. Ergonomics

    REVIEW OF CONCEPTS

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    1. Disability and RTW

    Biomedicalmodel

    Forensicmodel

    Socialmodel

    Psychosocialmodel

    Economicmodel

    Schultz et al 2008

    IOM model

    Ecologicalmodel

    ICF

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    PAST TODAYsimplistic view

    Biomedicalmodel

    Forensicmodel

    Socialmodel

    Psychosocial

    model

    Economic

    model

    IOM model

    Ecologicalmodel

    ICF

    1. Disability and RTW (cont.)

    A comprehension continuum?

    Transdisciplinary model

    FUTURE

    comprehensive view

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    Change in focus based on best evidenceFrom

    rehabilitating people in order to return them to w orkto

    returning people to w ork in order to rehabilitate them

    2. Work as rehabilitation

    Inclusion of workplace actors in the RTW process;Stakeholders demands of proof of effective serviceprovision (beyond traditional health care).

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    What does it really mean?Ergon work and nomos principles of laws

    3. Ergonomics: Meaning

    This science of work, understood as work in the comprehensive andintegral sense , not merely its part that is physical labour or toil, butphysical, aesthetic, rational, and moral work. Jastrebowski, 1857.

    Ergonomics is the design and engineering of human-machinesystems for the purpose of enhancing human performance.

    Dempsey 2000

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    PhysicalCognitivePsychicSocial

    EmotionalHUMAN

    Technological systemBuild environmentWorkplace

    MachineTool

    TECHNOLOGYWorkplace systemWork organizationJobs

    TasksWork methodsActions

    ORGANIZATION

    Balance

    3. Ergonomics: Scope

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    W hat is unknow n about the problem?

    Rehabilitation ergonomics for LBD:

    The process, criteria and procedures used forergonomic evaluations are unknown

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    I I .Research Objectives

    Primary objective

    Key assumptionsSecondary objectives

    b

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    P rimary objective

    To develop a framework forassisting ergonomists in theprocess of work evaluations for LBD

    cases

    P i (Li i )

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    P remises (Lit. review )To consider a system-based model to describing work;To use a practice-to-research approach;

    AssessmentWorker worksite

    Goal planning

    Plan execution

    C o n

    t i n u o u s

    f e e

    d b a c

    k

    R e - a s s e s s m e n

    t &

    n e c e s s a r y

    r e - a

    d j u s t m e n

    t o

    f g o a l s

    Williams 1987

    To use Interdisciplinary teamwork model.

    S d bj i

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    Secondary objectives

    Study I:To explore/describe the work environment issues asdiscussed by an interdisciplinary team engaged in the

    rehabilitation/RTW process of individuals with for LBD;

    Study II:

    To explore the content of ergonomic evaluationfor LBD cases within a work rehabilitation context; and

    Study III:To evaluate the applicability of ergonomicmethods to the rehabilitation/RTW of LBD.

    I

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    I n summary

    Development of the evaluation framework

    Process Content Tools

    Study 3Ergonomistsperspective

    Study 2Ergonomistsperspective

    Study 1Interdisciplinary

    perspective

    Literature review- What to evaluate?- How to evaluate?

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    I I I .Methodology & Results

    Study 1Study 2Study 3

    St d 1: Methods

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    Study 1: Methods

    Design: Multiple case-study;Study setting: PREVICAP program;Sample: rigorous case selection to assure heterogeneity(Stake 1994).

    The team:- team coordinator;- psychologist;

    - kinesiologist;- General practitioner;- Occupational therapist;- ergonomist.

    Study 1: Methods (cont )

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    Study 1: Methods (cont.)

    Design: Multiple case-study;Study setting: PREVICAP program;Sample: rigorous case selection to assure heterogeneity(Stake 1994);Analysis: verbatim of relevant cases was analyzedusing a qualitative content analysis.

    Quality assurance process for validating the content

    of issues discussed in the team:

    STEP 2. Individual-expert consultation.

    STEP 1. Expertpanel/TRIAGE method

    (Gervis 1996)

    Study 1: Methods (cont )

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    Cases selected for content analysis:- Total: 10 workers (all employed);- Job tittles: bricklayer; railroad maintenance

    worker, lumber lift operator, crane driver,office clerk, clerk-manager, saleswoman, welder,bus driver and day labor-mason;

    - Ages: 31 to 58 yrs old;- Gender: 8 males and 2 females;

    Study 1: Methods (cont.)

    Results: Study 1

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    Results: Study 1

    A classification scheme of the interdisciplinaryfactors in the person-environment interfacebased on real-life situations. Interdisciplinary

    perspective

    Work factorsCONTENT

    Study 2: Methods

    http://classification%20scheme.jpg/
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    Study 2: MethodsQualitative method: exploratory and descriptive;12 ergonomists working in rehab facilities in Montrealwhich include a team approach were recruited;5 agreed to participate;

    DESS = post-graduate professional degree

    Study 2: Methods (cont )

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    Study 2: Methods (cont.)

    Analysis approach was a two-step content analysis

    2. Deductive thematicanalysis

    (Landry 2003)

    1. Expert consensusNGT method

    (Gill & Delbecq 1982)

    Data gathering & analysis

    consensus on w ork factors converged intothe elements

    of the Work Compatibility Model (WCM)

    Study 2: Methods (cont )

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    Work Compatibility (WC) as an integrator of work energizers(WE) and work demands (WD).

    (Abdallah et al 2004)

    Study 2: Methods (cont.)

    Results: Study 2

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    Results: Study 2

    - Business type- Companys size- Corporate culture- Job content- Level of job rotation- Production demands- Etc.

    - Workplace receptivity- Relationship with peers- Employer acceptanceof ergo intervention- Etc.

    Work Compatibility Model

    (Genaidy et al 2002, 2005, 2007, 2008)

    Results: Study 2 (cont )

    http://wcm%20and%20consensus.jpg/
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    No factors

    No factors

    - Level of physical fatigue- Perceived effort- Perceived mentaldemands- Physical capacity

    - Level of task difficulty- Pace of task performance- Work related stress

    Hypothesis generated: this data might be obtained by

    another professional in the team

    Results: Study 2 (cont.)

    Results: Study 2 (cont.)

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    Results: Study 2 (cont.)

    Ergonomic evaluation PROCESS- Challenges encountered in practice:1. Source of data on work system =

    multi-professional integration2. Source of the request (e.g. legal

    implications);

    3. Status: when away from work it isnecessary a flexible methodologyand use of various sources of data.

    Ergonomists consensus

    PROCESS

    CONTENT

    Study 3: Methods

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    Study 3: Methods

    Literature review and expert consultation ;Experts: ergonomists from Quebec working as acollaborative member of a rehabilitation in a team.

    Use of a structured questionnaire survey : open andclose-ended questions;Questionnaire content: questions on tools features,

    familiarity and usage of tools in the field;

    Data analysis:- open-ended questions: thematic content analysis;- closed-ended questions: defined scores for

    each feature and content analyzed.

    Study 3: Methods (cont.)

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    Content analyzed (Shoaf et al 1998):1. Environment elements2. Physical workload

    3. Mental workload4. Social elements5. Organizational elements

    6. Individual capacities7. Human-task interactions

    y ( )Analysis of utility and content

    Utility features analyzed (toppriority):

    1. Recommended for rehab/RTW

    2. Adapted to various workplace3. Easy data collection & analysis4. Meaningful data5. Reliable6. Valid

    Results : Study 3

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    St e p 3 : analysis of utility and content

    yLiterature review

    Not used by at least3 participants (10)

    67 methods(65 identified via review process and 2 from pilot interviews)

    Recommendedfor rehab/RTW (18)

    Not recommendedfor rehab/RTW (49)

    Used by at least 3participants (8)

    Used by at least 3participants (5)

    Not used by at least3 participants (34)

    Step 1

    Step 2

    Results: Study 3 (cont.)

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    y ( )

    23 ergonomic tools were analyzed in terms ofthe utility features and content .On utility features: the AET, Borg RPE, F-JAS, JCQ, JDQ, OWAS, Snooks tables andWRFQ showed potential applicability forrehabilitation;On domains covered: the AET, F-JAS, JDQand WRFQ are the most comprehensivetools.Responses from ergonomists:

    - need flexible tools;- sometimes use their own method instead ofa formal tool;

    - etc.

    Applicabilityof tools

    TOOLS

    CONTENT

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    I V.Final results

    Framework

    Ergonomic evaluation framework for LBD

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    g

    Criteria

    Methods

    Adapted tovarious

    workplace

    Easy datacollect. &

    analysis

    Meaningfuldata

    Reliable Valid Totalscore

    Dictionary of Occupational Titles (DOT) 2 n/a 0 1 1 4Job Content Questionnaire (JCQ) 2 1 1 2 2 8Job Demands Analysis (JDA) 2 ? ? 0 0 2Job Description Questionnaire (JDQ) 1 2 1 2 1 7Position Analysis Questionnaire (PAQ) 2 0 1 2 2 7

    I D E N T I F I C A T I O N O F

    P R O B L E M

    P H A S E

    Work Role Functioning Questionnaire(WRFQ)

    2 1 2 2 2 9

    AET job analysis method 2 1 1 2 2 8Borg Rated Perceived Exertion (RPE) 2 2 1 2 2 9Fleishman Job Analysis Survey (F-JAS) 2 1 1 2 2 8

    B O T H

    OVAKO Working posture Analyzing System(OWAS)

    2 1 1 2 1 7

    Biomechanical model of lifting tasks 0 1 0 0 1 2Lifting Guidelines for people with LBDisorders

    0 1 2 0 1 4

    Lumbar Motion Monitor (LMM) 1 0 1 1 1 4NIOSH lifting equation 0 2 0 2 2 6Organizational Policies and Practices (OPP) 2 1 2 2 2 8Rodgers Muscle Fatigue Assessment (MFA) 1 1 1 0 1 4Snooks tables 1 1 1 2 2 7

    I N - D

    E P T H

    A N A L Y S I S

    P H A S E

    3D (2D) Static Strength Prediction Program 1 1 1 0 1 4

    Decision-treePlan of action

    Decision-matrixUse of formal methods

    WorksheetMulti-professional

    Integration of data

    Steps 1 to 4: I nvestigation phase

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    Emphasis on data

    exchangeFormalizing theinterdisciplinary

    data exchangeprocess

    Decision matrix

    on tools

    Steps 5 to 7: I nterpretation phase

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    Emphasis on dataexchange

    Engaging keystakeholders inthe process

    Steps 8 & 9: I ntervention phase

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    Engaging keystakeholders in

    the process

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    V. Discussion

    Remarks of each study

    General discussionLimitations of the frameworkConclusionRecommendations for future research

    General discussion

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    Regarding the proposed framework:

    - Provides a basis for formulating a more work-orientedrehabilitation plan , according to an interdisciplinaryapproach;

    - Decision-tree format is easy to use, case-sensitive andflexible in selecting formal methods applicable to rehab; and- It integrates an ergonomics perspective in the rehabilitation

    process.

    Regarding this research:- It clarified terms and definitions regarding work factors from

    practice-to-research;- It built blocks of information which can contribute towards the

    development of a transdisciplinary vision of the disability

    problem.

    Main limitations of the framew ork

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    Main limitations of the framew ork

    Its important that usersbecome familiar with tools

    and have the tools in thedecision-matrix;Up until now the format is not

    user friendly and too timeconsuming;More research is needed on

    ergonomic factors.

    and remember that.

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    The information obtained by the ergonomist is butone piece of the disability assessment puzzle!

    Conclusion

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    The framework allows for an improved capacity toassign priorities for ergonomic intervention forLBD;

    It also facilitates information-sharing regardingworker-work environment interactions within arehabilitation ergonomics context.

    Recommendations for future

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    research

    It is necessary to validate theframework in practice.

    Thank you

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