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ANSI B11 STD B11 TR1-2016 Technical Report for Machine Tools - Ergonomic Guidelines for Design Installation and Use.pdf

1、 B11.TR12016 ANSI Technical Report for Machines Ergonomic Guidelines for Design, Installation, and Use Registered by ANSI: 9 OCTOBER 2016 Secretariat and ANSI-accredited Standards Developing Organization: B11 Standards, Inc. POB 690905 Houston, TX 77269 Copyright; All rights reserved No part of this

2、 document may be reproduced in any form, in an electronic retrieval system or otherwise, without prior written permission of the publisher. Printed in the United States of Americaii AMERICAN NATIONAL STANDARDS / TECHNICAL REPORTS By registering this ANSI Technical Report, the ANSI Board of Standards

3、 Review confirms that the requirements for due process, consensus, balance and openness have been met by B11 Standards, Inc. (the ANSI-accredited standards developing organization). The B11 Series of American National Standards and Technical Reports are developed through a consensus process. Consens

4、us is established when substantial agreement has been reached by directly and materially affected interests. Substantial agreement means much more than a simple majority, but not necessarily unanimity. Consensus requires that all views and objections be considered, and that a concerted effort be mad

5、e toward resolution. This process brings together volunteers and/or seeks out the views of persons who have an interest in the topic covered by this publication. While B11 Standards, Inc. administers the process and establishes procedures to promote fairness in the development of consensus, it does

6、not write the document and it does not independently test, evaluate or verify the accuracy or completeness of any information or the soundness of any judgments contained in its standards or guidelines. American National Standards and Technical Reports are promulgated through ANSI for voluntary use;

7、their existence does not in any respect preclude anyone, whether they have approved the standards/technical reports or not, from manufacturing, marketing, purchasing, or using products, processes, or procedures not conforming to these documents. However, users, distributors, regulatory bodies, certi

8、fication agencies and others concerned may apply American National Standards or Technical Reports as mandatory requirements in commerce and industry. The American National Standards Institute does not develop standards or technical reports and will in no circumstances give an interpretation of an Am

9、erican National Standard. Moreover, no person shall have the right or authority to issue an interpretation of an American National Standard in the name of the American National Standards Institute. Requests for interpretations should be addressed to the Secretariat (B11 Standards, Inc.). B11 STANDAR

10、DS, INC. MAKES NO WARRANTY, EITHER EXPRESSED OR IMPLIED AS TO THE FITNESS OF MERCHANTABILITY OR ACCURACY OF THE INFORMATION CONTAINED WITHIN THIS TECHNICAL REPORT, AND DISCLAIMS AND MAKES NO WARRANTY THAT THE INFORMATION IN THIS DOCUMENT WILL FULFILL ANY OF YOUR PARTICULAR PURPOSES OR NEEDS. B11 Sta

11、ndards, Inc. disclaims liability for any personal injury, property or other damages of any nature whatsoever, whether special, indirect, consequential or compensatory, directly or indirectly resulting from the publication, use of, application or reliance on this document. B11 Standards, Inc. dohs no

12、t undhrtah to uaranteh thh shrformanch of any individual manufacturer or shllhrs products or services by virtue of this technical report, nor does it take any position with respect to the validity of any patent rights asserted in connection with the items which are mentioned in or are the subject of

13、 this document, and B11 Standards, Inc. disclaims liability for the infringement of any patent resulting from the use of or reliance on this document. Users of this document are expressly advised that determination of the validity of any such patent rights, and the risk of infringement of such right

14、s, is entirely their own responsibility. In publishing or making this document available, B11 Standards, Inc. is not undertaking to render professional or other services for or on behalf of any person or entity, nor is B11 Standards, Inc. undertaking to perform any duty owed by any person or entity

15、to someone else. Anyone using this document should rely on his or her own independent judgment, or as appropriate, seek the advice of a competent professional in determining the exercise of reasonable care in any given circumstances. B11 Standards, Inc. has no power, nor does it undertake to police

16、or enforce conformance to the requirements of this document. B11 Standards, Inc. does not certify, test or inspect products, designs, or installations for safety or health purposes. Any certification or other statement of conformance to any health or safety-related information in this document shall

17、 not be attributable to B11 Standards, Inc. and is solely the responsibility of the certifier or maker of the statement. NOTICE: This ANSI Technical Report may be revised or withdrawn at any time. The procedures of the American National Standards Institute require that action be taken periodically t

18、o reaffirm, revise, or withdraw this technical report. You may contact the Secretariat for current status information on this, or other B11 documents. Individuals interested in obtaining up-to-date information on standards can access this information at http:www.nssn.org (or by contacting ANSI). NSS

19、N - A National Resource for Global Standards, provides a central point to search for standards information from worldwide sources and can connect those who seek standards to those who supply them. Published by: B11 Standards, Inc. POB 690905, Houston, Texas 77269-0905, USA Copyright 2016 by B11 Stan

20、dards, Inc. All rights reserved. Printed in the United States of America No part of this publication may be reproduced in any form, in an electronic retrieval system or otherwise, without the prior written permission of the publisher. iii TABLE OF CONTENTS PAGE FOREWORD IV 1 SCOPE AND PURPOSE . 1 2

21、REFERENCES . 1 3 DEFINITIONS 3 4 APPROACHES TO ERGONOMIC RISK ASSESSMENT AND REDUCTION 5 5 CATEGORIES OF ERGONOMIC RISK 7 5.1 MACHINE AND HUMAN INTERFACES 7 5.2 ORGANIZATIONAL FACTORS 8 5.3 PHYSICAL FACTORS . 8 5.4 COGNITIVE AND PERCEPTUAL FACTORS . 8 5.5 ENVIRONMENTAL FACTORS . 8 5.6 INTERACTIONS 8

22、 6 PHYSICAL ERGONOMIC CONSIDERATIONS 11 6.1 ANTHROPOMETRY . 11 6.2 BIOMECHANICAL (STRENGTH) REQUIREMENTS AND FORCEFUL EXERTIONS . 13 6.3 TASK DESIGN 14 6.4 WORKSTATION DESIGN 16 6.5 MAINTAINANCE AND ACCESSIBILITY . 18 7 COGNITIVE / PERCEPTUAL ERGONOMIC CONSIDERATIONS . 20 7.1 CONTROL SELECTION 20 7.

23、2 CONTROL CODING AND LABELING 23 7.3 CONTROL OPERATION DIRECTION 23 7.4 CONTROL ORGANIZATION . 24 7.5 INFORMATION DISPLAYS . 24 7.6 DISPLAY LOCATION 24 7.7 DISPLAY CHARACTERISTICS 25 7.8 GENERAL DISPLAY GUIDANCE . 25 8 ENVIRONMENTAL ERGONOMIC CONSIDERATIONS . 25 8.1 ILLUMINATION . 25 8.2 TEMPERATURE

24、 27 8.3 VIBRATION 34 8.4 NOISE 35 9 TRAINING 37 9.1 EDUCATION 37 9.2 GENERAL GUIDANCE FOR TRAINING DESIGN 37 9.3 OPERATOR AND MAINTENANCE INSTRUCTIONS AND MANUALS 38 ANNEX A SELECTED ANTHROPOMETRIC BODY DIMENSIONS 39 ANNEX B HORIZONTAL REACH AND GRASP DIMENSIONS 43 ANNEX C LIFTING, LOWERING, PUSHING

25、, PULLING AND CARRYING GUIDELINES 44 ANNEX D STANDING WORK TASK HEIGHT GUIDELINES 78 ANNEX E PRESS PALM BUTTONS AND MACHINE CONTROLS 79 ANNEX F TYPES OF MUSCULOSKELETAL DISORDERS (MSDS) AND . 81 ANNEX G EXAMPLES OF ERGONOMIC CHECKLISTS 87 ANNEX H ERGONOMIC ASSESSMENT TOOLS 101 iv Foreword The ANSI B

26、11 Accredited Standards Committee (ASC) for Machine Safety formed a subcommittee consisting of professionals that are involved in manufacturing, safety, design and ergonomics to revise the 1993 technical report giving guidelines for the application of ergonomic principles to machines during the desi

27、gn, installation and use phases. The revised guideline, approved and published in 2004, is a significant change and upgrade from the 1993 guideline. It was updated in 2016 to incorporate additional information in the segmental vibration section and include updated ISO anthropometry discussion and re

28、ferences. Clause 2 references have been updated and there are some additions to the general references. New Annex H provides a listing of common ergonomic assessment tools for upper limb and multiple body applications with guidance for each on physical risk factors and body regions considered and to

29、ol complexity. This Technical Report Guideline is intended to be a hands-on design reference to help reduce or eliminate work-related factors associated with musculoskeletal disorders (MSDs) and injuries associated with human error. This guideline offers an ergonomic risk assessment flow chart and r

30、isk reduction hierarchy referencing ANSI B11.0. This guideline is not intended to provide specific decisions as to risk acceptability nor replace existing ergonomic risk assessment tools now used within existing ergonomic programs. The guideline does offer ergonomic design references for strength, f

31、orceful exertions, posture, control and display selection and design, environmental exposures such as temperature, vibration, noise and illumination. Three sample checklists are offered in Annex G to assist with prioritizing risk factors for continuous improvements during design, installation and us

32、e. In addition, Lifting, Lowering, Pushing, Pulling and Carrying Tables are provided in Annex C. The data in these tables were developed by Liberty Mutual and have been in use since 1978 (Snook 1978; Snook and Ciriello 1991). The Liberty Mutual Tables in Annex C differ from all previously published

33、versions of the “Snook” Tables; e.g., population percentage is provided rather than maximum acceptable weights and forces. These tables are easy to use and flexible but ergonomic training as discussed in clause 9 is recommended before utilizing them. Metric units While the body of this Technical Rep

34、ort conforms to the B11 ASC Metric Policy (soft metric units, followed by parenthetical hard english units), space precludes conformance to this policy in some portions, e.g., many of the Annex tables. Publication of this ANSI Technical Report has been approved by the Accredited Standards Developer

35、B11 Standards, Inc. This document is registered as a Technical Report in the ANSI B11 series of publications according to the Procedures for the Registration of ANSI Technical Reports. This document is not an American National Standard and the material contained herein is informative, not normative

36、in nature. Suggestions for improvement of this technical report are welcomed. They should be sent to: B11 Standards, Inc., POB 60905, Houston TX 77269. v ANSI B11 Accredited Standards Committee: Alan Metelsky, Gleason Works, Chairman Barry Boggs, Toyota, Vice-Chairman David Felinski, B11 Standards,

37、Inc., Secretary Organizations Represented Name of Representative Delegate Alternate Aluminum Extruders Council Melvin Mitchell American Society of Safety Engineers Bruce Main, PE, CSP George Karosas, PE, CSP Association For Manufacturing Technology Russell Bensman Alan Metelsky The Boeing Company Do

38、n Nelson Stephen Thomas Canadian Standards Association Jill Collins Walter Veugen Deere b) Design of a manufacturing system supporting machines and auxiliary components; c) Improve safety, quality and productivity, and reduce errors associated with a manufacturing system. Integrating ergonomic conce

39、pts early in the design process should maximize the impact and cost effectiveness of ergonomic interventions during the design process. The goal of this document is to provide guidance on the practical application of ergonomic principles in order to avoid work-related injuries and musculoskeletal di

40、sorders (MSDs), increase productivity, and improve product quality. This document is directed towards technicians, engineers, designers, and safety and health practitioners who deal with general ergonomic issues related to machines. It is not intended to replace in-depth analysis by qualified and ex

41、perienced ergonomists. 2 References The following references were either used as a basis for developing this document, or they represent other good reference sources that may be consulted for additional information on a particular topic. 1. The Ergonomics of Workspaces and Machines: A Design Manual,

42、 Clark, T.S. and Corlett, E.N. 2“d Edition, Taylor Geng, Hwaiyu. 2nd Ed., McGraw-Hill, New York, NY, 2015 12. Human Engineering Guide To Equipment Design, (Van Cott Lockout/Tagout and Alternative Methods. 35. BIFMA G1-2013, Ergonomic Guidelines for Furniture used in Office Work Spaces Designed for C

43、omputer Use, BIFMA International. 36. A Review of Machine Guarding; Recommendations, Applied Ergonomics, Vaillancourt, D.R., Snook, S.H., Vo1.26, No.2, pp. 141-145, 1995. ANSI Technical Report B11.TR1 - 2016 3 37. Musculoskeletal Disorders and Workplace Factors; A Critical Review of Epidemiologic Ev

44、idence for the Neck, Upper Extremity, and Low Back, DHHS (NI0SH) Publication No. 97-141. 38. Musculoskeletal Disorders and the Workplace; Low Back and Upper Extremities, National Research Council, Institute of Medicine, National Academy Press, 2001. 39. ANSI Z535.1 - 2006 (R2011) Safety Color Code.

45、40. ANSI Z535.2 - 2011 Environmental and Facility Safety Signs. 41. ANSI Z535.3 - 2011 Criteria for Safety Symbols. 42. ANSI Z535.4 - 2011 Product Safety Signs and Labels. 43. ANSI Z535.5 - 2011 Accident Prevention Tags and Labels. 44. Mil-Std 1472G Department of Defense, Design Criteria Standard-Hu

46、man Engineering, 2012. 45. ISO 7250 Basic human body measurements for technological design Part 1 (2008) Body measurement definitions and landmarks. 46. ISO TR 7250 Basic human body measurements for technological design Part 2 (2009): Statistical summaries of body measurements from individual ISO po

47、pulations. 47. ISO TR 12295:2014, Ergonomics application document for International Standards on manual handling (ISO 11228-1, ISO 11228-2 and ISO 11228-3) and evaluation of static working postures (ISO 11226). 48. ISO TR 22100-3:2016, Safety of machinery Relationship with ISO 12100: Part 3 - Implem

48、entation of ergonomic principles in safety standards 49. ISO 13732-1:2006, Ergonomics of the thermal environment - Methods for the assessment of human responses to contact with surfaces - Part 1: Hot surfaces 50. ISO/TS 13732-2:2001, Ergonomics of the thermal environment - Methods for the assessment

49、 of human responses to contact with surfaces - Part 2: Human contact with surfaces at moderate temperature 51. ISO 13732-3:2005, Ergonomics of the thermal environment - Methods for the assessment of human responses to contact with surfaces - Part 3: Cold surfaces 52. NIOSH 2016. NIOSH criteria for a recommended standard: occupational exposure to heat and hot environments. By Jacklitsch B, Williams WJ, Musolin K, Coca A, Kim J-H, Turner N. Cincinnati, OH: U.S. Department of Health and Human

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