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Ergonomics
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Dutch Musculoskeletal
Questionnaire: description
and basic qualities
V. H. Hildebrandt , P. M. Bongers , F. J. H. van
Dijk , H. C. G. Kemper & J. Dul
Published online: 09 Nov 2010.
ERGONOMICS, 2001,
VOL.
44,
NO.
V. H. HILDEBRANDT{*, P. M. BONGERS{, F. J. H.
J. DUL}
VAN
1. Introduction
In daily practice, occupational health and safety services and ergonomic
consultancies in companies often have to advise management on interventions to
reduce musculoskeletal workload and related disorders. Because such interventions
can have a great impact on the company, a proper analysis is essential to select the
most hazardous situations that require ergonomic interventions. Time and resources
1039
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V. H. Hildebrandt et al.
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1041
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The questions are formulated in such a way that they indicate the presence or
absence of exposure and not the amount of discomfort caused by the exposure,
which is addressed in a separate part of the questionnaire. The precise
formulation was based on several eld studies where the preliminary versions
of the questionnaire were used. The exposures addressed in the questions were
not dened, explained or illustrated to limit the size of the questionnaire and the
time needed for completing it. No training was given on the completion of the
questionnaire. Given the goal of the questionnairea quick but comprehensive
surveyit was decided to use mostly dichotomous answering categories (yes/no).
This qualitative approach, without attempts to quantify frequency and duration
of variables, was also chosen because the validity of quantitative approaches by
questionnaire has been seriously questioned (Kumar 1993, Kilbom 1994, Winkel
and Matthiasse n 1994, Baty et al. 1986, Rossignol and Baetz 1987, Wiktorin et
al. 1993, Viikari-Juntura et al. 1996). The completion of the questions as
described above does not generally give any problems, even in less educated
worker groups.
2.2. Study population
A group of 1575 workers in 24 occupations, who completed the questionnaire
during various studies, constituted the population and database for the
analyses. The occupations diVered strongly with respect to musculoskeletal
workload and associated hazardous working conditions, e.g. nurses (n = 237),
shipyard workers (186), o ce workers (93) and metal workers (69). Table 1
shows the main characteristics of this worker population and the subgroups
mentioned.
Table 1.
Descriptive data on the total study population and four occupational groups within
this population.
All
Nurses
Shipyard O ce
Metal
(n = 1575) (n = 237) (n = 186) (n = 128) (n = 69)
Demographic factors
Mean age (SD)
35 (9.7)
Mean education level (1, low; 5, high)3.2
% male gender
61
Work factors :
% Frequent uncomfortable postures 57
% Frequent sitting at work
33
% Frequent standing at work
66
% Frequent walking at work
65
34 (7.9)
4.0
12
37 (11.2) 37 (9.0)
3.2
3.7
100
34
32 (8.5)
2.4
80
52
27
63
71
72
29
83
57
28
44
78
46
24
76
4
16
Eigenvalue
Explained variance (%)
Do you in work often have to:
1. Lift heavy loads (more than 5 kg)?
2. Pull or push heavy loads (more than 5 kg)?
3. Carry heavy loads (more than 5 kg)?
Do you in work often have to lift:
4. In an awkward posture?
5. With the load far from the body?
6. With twisted trunk?
7. With the load above chest height?
8. With a load that is hard to hold?
9. With a very heavy load (more than 20 kg)?
Do you in your work often have to:
10. Stand for a prolonged time?
11. Sit for a prolonged time?
12. Walk for a prolonged time?
13. Stoop for a prolonged time?
Do you in your work often have to:
14. Bend slightly with your trunk?
15. Bend heavily with your trunk?
16. Twist slightly with your trunk?
17. Twist heavily with your trunk?
18. Bend and twist with your trunk?
Do you in work often have to:
19. Work in a slightly bent posture for a prolonged time?
20. Work in a heavily bent posture for a prolonged time?
21. Work in a slightly twisted posture for a prolonged time?
22. Work in a heavily twisted posture for a prolonged time?
Factor
4.9
7.7
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.55
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.42
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.52
.44
.49
.70
.61
.74
.76
.64
.67
.77
.64
.69
.48
.60
.67
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.46
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15.3
23.9
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3.4
5.3
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2.2
3.4
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1.7
2.7
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1.7
2.7
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1.5
2.3
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.60
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.72
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.46
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1.5
2.3
continued
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.54
7.64
.61
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1.3
2.0
Table 2. Questions on workload, associated factor loadings and explained variance of nine factors (principal components analysis with varimax rotation)
as measured in the total study population (n=1575). Only factor loadings 40.39 are given; all correlations are signicant (P50.05).
.72
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.45
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.47
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.46
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Continued
Factor
Table 2.
.77
.86
.85
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.54
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.44
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.51
.49
.47
.44
.45
.62
.
.59
.58
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.44
.45
.59
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.54
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.47
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continued
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.56
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.43
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.57
.
.74
.81
.43
.72
.69
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.46
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Continued
Factor
Table 2.
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.73
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.45
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.55
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.54
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.53
.51
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.57
.52
.66
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1044
V. H. Hildebrandt et al.
1045
2.3. Analysis
The convergent validity was assessed by a principal component analysis (PCA), used
to construct a limited number of well-dened workload indices for diVerent types of
workloads, which enables a clear-cut description of a particular worker population.
Varimax rotation was applied to ensure minimal correlation between the indices
(below). Homogeneity of the indices resulting from the PCA was assessed by
computing Cronbachs a.
To explore the divergent validity of the indices, rst, the intercorrelation was
computed between the seven indices and an index of psychosocial working
conditions (sum of 35 questions on demands, control and autonomy, organization
and social support, and work satisfaction). For a good divergent validity, the indices
should show a relatively low correlation with indices which measure a diVerent
adjacent concept, such as psychosocial working conditions. Next, the correlation
between the indices of workload and an index of reported discomfort due to
musculoskeletal load was computed. The latter was constructed from 10 questions
such as `Are you experiencing discomfort during sitting at work? These questions
had to be answered regardless of the amount of exposure. The correlation can give
an indication of whether the exposure reported by the worker is severely biased by
possible discomfort experienced by the worker during the exposure to this load.
To analyse whether the seven indices could diVerentiate between occupational
groups with contrasting workload, four specic subgroups (nurses, shipyard
workers, o ce workers and metal production workers) were analysed. For a good
discrimination, contrasts between these worker groups should be reproduced by
diVerences in the means of the indices. Means and 95% condence intervals (CI) of
these indices were computed for each worker group according to the method
described by Brand and Radder (1992), specically developed for indices that consist
of dichotomous variables. DiVerences between worker groups were considered
signicant (p5 0.05) when the computed condence intervals were not overlapping.
The concurrent validity was tested by assessing the relationships of the indices (as
independent variables) with musculoskeletal symptoms (as dependent variables) in a
multiple logistic regression analysis on an individual level (see `concurrent validity in
`results). For a good concurrent validity, the indices should show a signicant
association with musculoskeletal symptoms, indicating that exposure to that load
constitutes a risk of symptoms for the exposed workers. For this analysis, all indices
were dichotomized into a low- and high-exposure level, with the cut-point at 50% of
the population analysed. Twelve-month prevalence rates of symptoms (pain,
discomfort) of the low back and of the neck shoulder area were taken as the
measure of eVect. These were measured with the same questionnaire (`Have you ever
had trouble (ache, pain, discomfort) from your...). All the independent variables
were included simultaneously in the model and were thus adjusted for the others.
Age was entered in the model as a possible confounder. Estimated odds ratios (OR)
are presented as the measure of association. OR 4 1 indicates that the index is
associated with a higher prevalence rate of symptoms and is considered statistically
signicant when the 95% CI do not include 1.
3. Results
3.1. Construction of indices
Table 2 shows the result of the PCA. Table 3 shows the tentative descriptions of the
content of these factors. A nine-factor model explained 52% of the total variance.
Dynamic loads
Static loads
Repetitive loads
Ergonomic
environment
Vibration
Climate
Uncomfortable
postures
Sitting
Standing
Walking
Overall index
4.
6
7
3
4
1
1
1
1
55
11
12
13
n*
lifting, pushing and pulling, forceful movements with arms, high physical
exertion, lifting in unfavourable postures, lifting with the load away from
the body, lifting with twisted trunk, lifting with loads above the chest,
lifting with bad grip, lifting with very heavy loads, short force exertions,
exerting great force on hands
trunk movements (bending and/or twisting), movements of neck,
shoulders or wrists, reaching, making sudden and/or unexpected movements, pinching, working under, at or above shoulder level
lightly bent and twisted trunk posture, heavily bent and twisted trunk
posture, bent and twisted postures of neck or wrists
working in the same postures, making the same movements with trunk,
arms, hands, wrists or legs, making small movements with hands at a high
pace
available working space, lack of support, sliping and falling, trouble with
reaching things with tools, not enough room above to perform work
without bending
whole body vibration, vibrating tools, driving
cold, draught, changes in temperature, moisture
having often to deal with uncomfortable postures at work
Content
.95
.57
.84
-
.78
.85
.87
.83
.90
4.5
1.8
4.8
-
3.1
4.8
3.9
5.9
4.8
mean**
Name, content, Cronbachs a, mean score and SD of seven indices and four separate questions (n=1575).
2.3
2.7
4.0
-
3.0
3.4
2.8
2.7
3.1
SD
* Number of questions. The maximum score equals the number of questions in the index and corresponds to a positive answer to all questions in the
index. The higher the mean score, the higher the self-reported exposure.
** All indices are standardized on a maximum of 10 to enhance comparability.
Force exertion
Name
Table 3.
1047
From tables 2 and 3, it can be concluded that to a great extent the PCA supports the
types of workload formulated above upon the literature: force exertions (represented
mainly by factor 1), dynamic loads (represented mainly by factors 5 and 8), static
loads (represented mainly by factors 2 and 6), repetitive loads (represented by factor
4) and ergonomic environmental factors (represented by factors 3 and 7) can be
distinguished. Only peak loads are not represented by a separate factor: they are
represented by factor 5 (sudden, unexpected movements) as well as by some parts of
factor 1 (sudden, forceful movements). Furthermore, dynamic and static loads are
diVerentiated for trunk (factors 2 and 8) and neck shoulder arm (factors 5 and 6).
Ergonomic environmental factors are diVerentiated into two factors (3 and 7),
whereas vibration is not identied as a separate factor, but is included in factor 6.
Since walking, standing, sitting and uncomfortable postures are di cult to assign to
one of the above-mentioned factors, it seems logical to consider these factors as four
independent factors.
The PCA thus results in seven `indices of workload and other working conditions
and four separate questions on standing, walking, sitting and uncomfortabl e
postures. Table 3 shows the description, content and homogeneity (measured with
Cronbachs a) of the indices and an overall index of musculoskeletal load (as the sum
of all seven indices). Six out of seven as are 40.80, which indicates a satisfactory
average inter-item correlation.
3.2. Divergent validity
Table 4 shows the intercorrelations between the seven indices of workload and other
working conditions, the four separate factors, the overall index of workload, an
index of psychosocial working conditions (a = 0.82), an index of reported
discomfort due to musculoskeletal load (a = 0.85), and age.
The correlation between the indices of workload and the index of psychosocial
working conditions varied between 0.21 and 0.33 and was thus in most cases lower
than the correlations between the indices of workload themselves, which varied from
0.26 to 0.74. Correlation of the workload indices with the index of reported
discomfort due to musculoskeletal loads varied between 0.19 and 0.61 and was
relatively high for the indices force, dynamic load and static load. Correlation with
age was low (varying between 0.01 and 0.17).
Table 4 also shows that correlations between the indices force, dynamic load, and
static load were relatively high (0.59 0.74).
3.3. DiVerentiation of worker groups
Figures 1a and b show the means of all indices and factors for the four selected
worker groups (nurses, shipyard workers, o ce workers and metal production
workers).
The data show that worker groups can be diVerentiated: each group can be
described specically. Shipyard workers show the highest means of exposures to most
indices and o ce workers the lowest (except for sitting, walking and repetitive loads).
3.4. Concurrent validity
Tables 5a and b show the results of the multiple logistic regression for symptoms of
the low back and neck shoulder regions.
In particular high force exertion, high static loads, unfavourabl e ergonomic
environmental conditions and uncomfortable postures are signicantly associated
14
15
1
2
3
4
5
6
7
8
9
10
11
12
13
.51
.02*
.64
.59
.35
.60
.42
.44
.57
.10
.39
.32
.82
.33
.53
.02*
.74
.52
.48
.26
.32
.55
.06
.37
.39
.83
.27
.61
.05
.59
.54
.30
.40
.61
.02
.43
.24
.87
.31
.39
.06
.37
.33
.34
.25
.14
.31
.11
.68
.29
.45
.07
.42
.47
.42
.03*
.29
.18
.71
.33
.19
.10
.48
.22
.12
.13
.10
.48
.24
.30
.17
.32
.01*
.23
.10
.58
.21
.48
.01*
.06
.24
.06
.61
.23
.02*
.08
.12
.17
.03*
.21
.32
.03*
.42
.41
.12
10
Force
Dynamic load
Static load
Repetitive load
Ergonomic environment
Vibrations
Climate
Uncomfortable postures
Sitting
Standing
Walking
Overall index
Psychosocial working
conditions1
Reported discomfort
Age
.18
.03*
.28
.05
11
.61
.09
.41
12
.33
.08
13
.06
14
15
Table 4. Correlation matrix of seven indices of musculoskeletal workload and associated potential hazardous working conditions (17) and four separate
factors (811) and overall index (12), psychosocial working conditions (13)1 , reported discomfort from musculoskeletal workload (14), and age (15)
computed for the total study-population (n=1575).
1049
1 234
1 2 3 4
1 2 3 4
force
dynamic
load
static
load
1 2 3 4
1 2 3 4
1 2 3 4
1 2 3 4
climate
100
80
60
40
20
0
1 2 3 4
1 2 3 4
1 2 3 4
1 2 3 4
uncomfortable
postures
sitting
standing
walking
Figure 1a. Means and 95% CI of self-reported exposure summarized in seven indices of
musculoskeletal workload and potential hazardous working conditions, for four
occupations (1=nurses; 2=shipyard workers; 3=o ce workers; 4=metal production
workers). No data were available on the repetitive index for metal production workers.
Figure 1b. Means and 95% CI of self-reported exposure to uncomfortable postures, sitting,
standing and walking, for four occupations (1=nurses; 2=shipyard workers; 3=o ce
workers; 4=metal production workers).
1050
V. H. Hildebrandt et al.
Table 5a. Estimated odds ratios (OR) and 95% condence intervals (CI) in the multiple
logistic regression analysis of seven indices of workload and age on symptoms of low back
and neckshoulder (n=1575).
OR
Force
Dynamic load
Static load
Repetitive load
Vibrations
Adverse climate
Ergonomic environment
Age
1.54*
1.14
1.33*
1.13
0.73*
0.89
1.39*
0.79*
Low back
95% CI*
1.172.02
0.851.53
1.021.76
0.871.45
0.550.96
0.681.18
1.061.83
0.631.01
Neck shoulder
OR
95% CI*
1.09
1.29
1.23
1.50*
0.72*
1.09
1.17
1.18
0.821.43
0.971.74
0.941.62
1.161.92
0.550.96
0.831.44
0.891.54
0.931.48
*P5 0.05
Table 5b. Estimated odds ratios (OR) and 95% condence intervals (CI) in the multiple
logistic regression analysis of uncomfortable postures, standing, sitting, walking and age
on symptoms of low back and neckshoulder (n=1575).
OR
Uncomfortable postures
Standing
Sitting
Walking
Age
2.49*
1.10
1.10
1.06*
70.79*
Low back
95% CI*
2.003.08
0.861.43
0.871.40
0.841.34
0.630.98
Neck shoulder
OR
95% CI*
1.95*
1.15
1.22
0.75*
1.23
1.582.42
0.891.48
0.981.52
0.570.92
0.991.53
*P5 0.05
with low back symptoms. High repetitive loads and uncomfortable postures are
associated with neckshoulder symptoms. Vibration and walking are associated with
fewer symptoms of the neck shoulder region.
4. Discussion
4.1. Convergent validity
In theory, an instrument used to identify risk groups with respect to musculoskeletal
disorders, with the aim of taking eVective preventive measures, should contain only
items that show a prospective relation with musculoskeletal symptoms or sick leave
due to musculoskeletal symptoms. Subsequent interventions in the high-risk groups
identied should be eVective with respect to the reduction of musculoskeletal
morbidity and/or disability. Unfortunately, it appears to be very di cult as yet to
identify the items which show a prospective relation with musculoskeletal disorders
or sick leave due to musculoskeletal disorders; recent reviews and epidemiological
studies indicate that there are still many questions on the roleand particularly the
quantitative importanceof relevant workload factors and intervening variables in
the causation of musculoskeletal symptoms and disability (Kilbom 1994, Feuerstein
et al. 1999). They also indicate that only a small proportion of the total variance is
explained (Frank et al. 1995), that there is still little evidence that elimination of
1051
1052
V. H. Hildebrandt et al.
1053
1054
V. H. Hildebrandt et al.
1055
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